The J. M. Smucker Company (NYSE:SJM) Q4 2025 Earnings Conference Call June 10, 2025 9:00 AM ET Company Participants Crystal Beiting - Vice President of Investor Relations and FPandA Mark T. Smucker - CEO and Chairman Tucker H. Marshall - Chief Financial Officer Conference Call Participants Alexia Jane Burland Howard - Sanford C. Bernstein & Co., LLC., Research Division Andrew Lazar - Barclays Bank PLC, Research Division Christopher Michael Carey - Wells Fargo Securities, LLC, Research Division Kenneth B. Go ...

Key Takeaways QCOM's automotive segment rose 59% year over year in Q2, driven by strong demand and new design wins Strategic acquisitions have expanded QCOM's ADAS and V2X automotive technology portfolio. QCOM expects strong growth in auto revenue, despite stiff competition from NVDA and INTC.Qualcomm Incorporated (QCOM) has been witnessing solid momentum in the automotive segment over the past few quarters. During the second quarter of 2025, the company reported staggering 59% year-over-year growth in th ...

Key Takeaways TRNO acquired a $10M Los Angeles flex property with a 6.4% cap rate and full tenant occupancy. The deal supports TRNO's strategy of shedding non-core assets for value-accretive investments. TRNO has $49M in deals under contract and $75.8M under letters of intent as of May 6, 2025.Terreno Realty (TRNO) recently announced the acquisition of an industrial property in Los Angeles, CA, in June 2025 for around $10 million. The transaction marks an estimated stabilized cap rate of 6.4%.Located at 1 ...

FanDuel is upping the ante in Illinois with a new 50-cent surcharge on all wagers, and DraftKings may be next.Flutter-owned FanDuel is introducing the charge to mitigate the impact of new taxes that the state instituted with its new budget, which disproportionately affect the two leading sportsbooks.The new tax is applied to each wager that a sportsbook accepts — 25 cents per bet for the first 20 million wagers, 50 cents per wager after that."Should the state reverse its decision at any point in the future, ...

With the increased use of NHIs and AI agents, especially with machine identities, there is a huge opportunity for Okta. This goes the same for the Total addressable market (TAM). As of now, Okta (NASDAQ: NASDAQ: OKTA ) is amongAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OKTA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...

Key Takeaways WWD's Q3 results beat estimates with year-over-year growth in both revenues and earnings. Aerospace segment sales rose 12.9% on 52% defense OEM and 23% commercial aftermarket growth. Industrial momentum driven by data center power, marine demand and key defense control contracts.Woodward, Inc. (WWD) is gaining from strength in Aerospace and Core Industrial (power generation, oil & gas, and marine transportation) units. Aerospace is riding on strong defense demand and a robust commercial afte ...

Key Takeaways MRK secures FDA nod for Enflonsia to prevent RSV in infants during or entering their first RSV season. Approval is based on CLEVER study data showing reduced RSV cases and hospitalizations in infants. MRK plans to price Enflonsia at $556 per dose, with orders starting ahead of the 2025-26 RSV season.Merck (MRK) announced FDA approval for its prophylactic long-acting monoclonal antibody, clesrovimab, for the prevention of RSV in newborns and infants born during or entering their first RSV sea ...

Parts of the IBM Quantum System Two are seen at IBM Thomas J. Watson Research Center on June 6, 2025 in Yorktown Heights, New York.IBM on Tuesday announced a roadmap to develop a large-scale, fault-tolerant quantum computer called Quantum Starling.Part of the company's plan involves the new IBM Quantum Nighthawk processor, which is set to release later this year, according to a blog post announcing the details."Unlocking the full promise of quantum computing will require a device capable of running larger, ...

Backed by cutting-edge investments in artificial intelligence and robotics, Amazon drives operational efficiency and unlocks new profit opportunities. Here are five factors to consider: Read Next: These Are The 3 Hottest Stock Market Themes Trending Now Despite implementing job cuts, Amazon.com, Inc. AMZN continues to outshine other tech stocks. The Seattle-based company's high-growth segments—from AWS cloud services and digital advertising to ambitious ventures like Project Kuiper's satellite internet—fuel ...

Teva Pharmaceutical Industries Limited (NYSE:TEVA) Goldman Sachs 46th Annual Global Healthcare Conference June 10, 2025 8:00 AM ET Company Participants Richard D. Francis - President, CEO & Director Conference Call Participants Matthew Michael Dellatorre - Goldman Sachs Group, Inc., Research Division Matthew Michael Dellatorre Okay. Great. Well, good morning, everyone, and thank you for joining us. My name is Matt Dellatorre, and I'm the generics pharma analyst here at GS. And we're really pleased to have T ...