Nissan, Honda boards both vote to end merger talks, TBS reports — Negative

HMC  NSANY   Reuters — February 13, 2025

The boards of Nissan and Honda both voted on Thursday to officially end talks to merge the two Japanese automakers, broadcaster TBS reported.

image for news Nissan, Honda boards both vote to end merger talks, TBS reports

Amazon's Untapped Profit Potential In AI, Ads, And Automation — Neutral

AMZN   Seeking Alpha — February 13, 2025

Amazon's growth is driven by AI-related cloud demand and ad revenue, with AWS and advertising becoming major profit contributors. Robotics and automation in retail are improving margins, with significant cost savings seen in fulfillment centers. Regulatory scrutiny and competition from Microsoft and Google are key risks, but the overall risk/reward proposition is interesting.

image for news Amazon's Untapped Profit Potential In AI, Ads, And Automation

Reddit, Inc. (RDDT) Q4 2024 Earnings Call Transcript — Neutral

RDDT   Seeking Alpha — February 13, 2025

Reddit, Inc. (NYSE:RDDT ) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Jesse Rose - Head of Investor Relations Steven Huffman - Co-Founder & Chief Executive Officer Jennifer Wong - Chief Operating Officer Andrew Vollero - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Justin Post - Bank of America Benjamin Black - Deutsche Bank Brian Nowak - Morgan Stanley Richard Greenfield - LightShed Ken Gawrelski - Wells Fargo Eric Sheridan - Goldman Sachs Laura Martin - Needham & Company Operator Good afternoon. My name is Krista [ph] and I will be your …

image for news Reddit, Inc. (RDDT) Q4 2024 Earnings Call Transcript

Aurora Innovation, Inc. (AUR) Q4 2024 Earnings Call Transcript — Neutral

AUR   Seeking Alpha — February 13, 2025

Aurora Innovation, Inc. (NASDAQ:AUR ) Q4 2024 Earnings Conference Call February 12, 2024 5:00 PM ET Company Participants Stacy Feit - Vice President, Investor Relations Chris Urmson - Co-Founder and Chief Executive Officer David Maday - Chief Financial Officer Conference Call Participants George Gianarikas - Canaccord Genuity Andres Sheppard - Cantor Fitzgerald Scott Group - Wolfe Research Jeffrey Osborne - TD Cowen Mark Delaney - Goldman Sachs Justine Weiss - AB Bernstein Operator Greetings and welcome to the Aurora Innovations Fourth Quarter 2024 Business Review Call. At this time all participants are in a listen-only mode.

image for news Aurora Innovation, Inc. (AUR) Q4 2024 Earnings Call Transcript

Amazon: This Rocket Can Go Higher — Positive

AMZN   Seeking Alpha — February 12, 2025

Amazon's stock has surged nearly 35% over the past year, driven by strong revenue and earnings performance. Q4 2024 saw sales near $188 billion, with AWS and Advertising Services showing strong growth and contributing to a booming bottom line. AMZN's improved cost structure and financial flexibility have led to a huge increase in operating income, enhancing future growth prospects.

image for news Amazon: This Rocket Can Go Higher

The margin will likely continue to grow because more liabilities than assets are scheduled to re-price downward over the next twelve months. I'm not as optimistic anymore about residential mortgage demand as I was previously. The Mortgage Bankers Association has also reduced its estimates for 2025. Nevertheless, the housing market is good enough to keep loan growth near the historical norm.

image for news Capitol Federal Financial: 5.5% Dividend Yield And Positive Earnings Outlook Thanks To The Margin

Dutch Bros, Inc. (BROS) Q4 2024 Earnings Call Transcript — Neutral

BROS   Seeking Alpha — February 12, 2025

Dutch Bros, Inc. (NYSE:BROS ) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Paddy Warren - Senior Director, Investor Relations & Capital Markets Christine Barone - President & Chief Executive Officer Josh Guenser - Chief Financial Officer Conference Call Participants David Tarantino - Baird Dennis Geiger - UBS Chris O'Cull - Stifel Andy Barish - Jefferies Andrew Charles - TD Cowen Sara Senatore - Bank of America Jeffrey Bernstein - Barclays John Ivankoe - JPMorgan Gregory Francfort - Guggenheim Partners Jeff Farmer - Gordon Haskett Nick Setyan - Wedbush Securities Sharon Zackfia - William Blair …

image for news Dutch Bros, Inc. (BROS) Q4 2024 Earnings Call Transcript

Warrior Met Coal's Blue Creek project could double production by 2030, but heavy CAPEX and market volatility pose significant risks. The coal market's dependence on China's steel industry and India's growing demand are critical factors for Warrior's future performance. Despite strong cash flow generation, Warrior's increased share issuance and investment needs for Blue Creek may strain finances if market conditions worsen.

image for news Warrior Met Coal: Will Blue Creek Mine, A Large CAPEX Investment, Be Profitable?

NEW YORK, NY / ACCESS Newswire / February 12, 2025 / If you suffered a loss on your Walgreens Boots Alliance, Inc. (NASDAQ:WBA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/walgreens-boots-alliance-inc-lawsuit-submission-form-2?prid=129165&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Walgreens Boots Alliance, Inc.(WBA) Shareholders

Coinbase eyes re-entry into India, TechCrunch reports — Positive

COIN   Reuters — February 12, 2025

Coinbase is working on re-entering the Indian market after ceasing operations over a year ago, and is engaging with Indian authorities to secure necessary approvals, TechCrunch reported on Thursday, citing people familiar with the matter.

image for news Coinbase eyes re-entry into India, TechCrunch reports

LOS ANGELES--(BUSINESS WIRE)--Faraday Future Intelligent Electric Inc. (Nasdaq: FFIE) (“FF”, “Faraday Future”, or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today announced that a previously owned 2023 FF 91 2.0 Alliance just closed at auction on the Bring a Trailer auction site, a well-known online vehicle auction platform and enthusiast community. The vehicle closed at $235,000, an impressive 76% value retention from its new MSRP of $309,.

image for news Faraday Future Announces the First Used 2023 FF 91 2.0 Closed at $235,000 on the Auction Site Bring a Trailer, an Impressive 76% Residual Value

The State Department is planning to buy $400 million worth of armored Teslas — Positive

TSLA   Business Insider — February 12, 2025

The State Department wants to buy $400 million worth of armored Tesla vehicles. The department's procurement forecast for 2025 listed a five-year contract with Elon Musk's company.

image for news The State Department is planning to buy $400 million worth of armored Teslas

Cisco Systems, Inc. (CSCO) Q2 2025 Earnings Call Transcript — Neutral

CSCO   Seeking Alpha — February 12, 2025

Cisco Systems, Inc. (NASDAQ:CSCO ) Q2 2025 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Sami Badri - Head, Investor Relations Chuck Robbins - Chair and Chief Executive Officer Scott Herren - Executive Vice President and Chief Financial Officer Conference Call Participants Simon Leopold - Raymond James Meta Marshall - Morgan Stanley Ben Reitzes - Melius Research Matthew Niknam - Deutsche Bank Samik Chatterjee - JPMorgan Tal Liani - BofA Securities Amit Daryanani - Evercore ISI Jim Fish - Piper Sandler David Vogt - UBS Antoine Chkaiban - New Street Research Aaron Rakers - Wells Fargo Karl …

image for news Cisco Systems, Inc. (CSCO) Q2 2025 Earnings Call Transcript

NEW YORK, NY / ACCESS Newswire / February 12, 2025 / If you suffered a loss on your Integral Ad Science Holding Corp. (NASDAQ:IAS) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/integral-ad-science-lawsuit-submission-form?prid=129164&wire=1 or contact Joseph E. Levi, Esq.

image for news Contact Levi & Korsinsky by March 31, 2025 Deadline to Join Class Action Against Integral Ad Science Holding Corp.(IAS)

Coinbase eyes re-entry to India — Positive

COIN   TechCrunch — February 12, 2025

Coinbase is working on its re-entry to India more than a year after it officially ceased operations in the world's most populous nation.

image for news Coinbase eyes re-entry to India

American Well Corporation (AMWL) Q4 2024 Earnings Call Transcript — Neutral

AMWL   Seeking Alpha — February 12, 2025

American Well Corporation (NYSE:AMWL ) Q4 2024 Earnings Conference Call February 12, 2025 5:00 PM ET Company Participants Sue Dooley - Head of Investor Relations Ido Schoenberg - Chairman & Chief Executive Officer Mark Hirschhorn - Chief Financial Officer Conference Call Participants Craig Hettenbach - Morgan Stanley Stan Berenshteyn - Wells Fargo Securities Jailendra Singh - Truist Securities Eric Percher - Nephron Research Charles Rhyee - TD Cowen Matt Shea - Needham & Company Kevin Caliendo - UBS David Larsen - BTIG Jessica Tassan - Piper Sandler Operator Thank you for standing by and welcome to Amwell's Fourth Quarter 2024 …

image for news American Well Corporation (AMWL) Q4 2024 Earnings Call Transcript

IBIT: Playing Bitcoin's Massive Supply Deficit — Neutral

IBIT   Seeking Alpha — February 12, 2025

Since the April block reward halving, miners generate an average of 455 BTC per day in block rewards. Demand from ETFs and companies created a 563k BTC 1yr supply deficit. Roughly half of the corporate demand for BTC has come from a single company; Strategy. BTC miners make up most of the remaining public company purchases. Despite declining usage and fee market concerns, Bitcoin's narrative as a hedge against fiat currency devaluation remains compelling.

image for news IBIT: Playing Bitcoin's Massive Supply Deficit

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc (NASDAQ: SMCI) (“Supermicro” or the “Company”) today announced the pricing of $700.0 million aggregate principal amount of newly issued 2.25% Convertible Senior Notes due 2028 (the “New Convertible Notes”) pursuant to privately negotiated agreements (the “Subscription”). The Company also announced the amended pricing terms of its existing $1.725 billion aggregate principal amount of Convertible Senior Notes due 2029 (the “Existing Not.

image for news Supermicro Announces Pricing of Private Placement of $700.0 Million of New 2.25% Convertible Senior Notes Due 2028 and Pricing of Amended Convertible Senior Notes Due 2029

BlackLine: Worrying Growth Trends (Rating Downgrade) — Negative

BL   Seeking Alpha — February 12, 2025

BlackLine shares slid nearly 20% after the company reported disastrous Q4 results, showing continued deceleration in revenue growth while also suffering large slips in operating margin. The company's FY25 implies growth slowing further to a mere 7-8% range, well below the company's target goal of recovering growth to the mid-teens. BlackLine may be subject to vendor consolidation as its niche finance software faces sharp competition from broader platforms like SAP and Workday.

image for news BlackLine: Worrying Growth Trends (Rating Downgrade)

Ascendis Pharma A/S (ASND) Q4 2024 Earnings Call Transcript — Neutral

ASND   Seeking Alpha — February 12, 2025

Ascendis Pharma A/S (ASND) Q4 2024 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Scott Smith - Chief Financial Officer Jan Mikkelsen - President and CEO Sherrie Glass - Chief Business Officer Jay Wu - President, U.S. Market Aimee Shu - Chief Medical Officer Conference Call Participants Jessica Fye - JPMorgan Tazeen Ahmad - Bank of America Gavin Clark-Gartner - Evercore ISI Li Watsek - Cantor Fitzgerald Yaron Werber - TD Cowen Joori Park - Leerink Kelly Shi - Jefferies Ellie Merle - UBS David Lebowitz - Citi Paul Choi - Goldman Sachs Alex Thompson - Stifel …

image for news Ascendis Pharma A/S (ASND) Q4 2024 Earnings Call Transcript