[Applause] All my life I've wanted to build incredible things. It blows my mind how beautiful of a world people have built. A world that allows all of us to be in this hall today from every part of the earth.It blows my mind that we have smartphones and that they're kind of so pedestrian now that I'm almost embarrassed to be impressed by them. But all these things like this, it blows my mind that two weeks ago I had a brief surgery to reconstruct my failed knee and I'm already back to hobbling around a bit. ...

Key Takeaways NIO is cutting or delaying low-ROI projects and reorganizing teams to improve cost efficiency.The company aims to reduce R&D spending by 15% in Q2 and by 20-25% year over year by Q4.NIO targets non-GAAP SG&A expenses within 10% of sales revenues by Q4 to support breakeven goals.NIO Inc. (NIO) has been implementing a comprehensive set of cost-cutting and efficiency-improvement measures to achieve profitability. The company has systematically reviewed all projects and organizational functions an ...

Saia (SAIA) Q2 2025 Earnings Call July 25, 2025 10:00 AM ET Company ParticipantsMatthew Batteh - EVP & CFOFrederick Holzgrefe - President & CEOKen Hoexter - Managing DirectorJonathan Chappell - Senior MDRavi Shanker - Managing DirectorStephanie Moore - SVP - Equity ResearchTyler Brown - AVPDaniel Imbro - Managing DirectorJ. Bruce Chan - DirectorJason Seidl - Managing DirectorConference Call ParticipantsRicha Harnain - Director - Lead Surface Transportation & Airfreight Equity AnalystJordan Alliger - VP & Eq ...

Key Takeaways VITL, GOLF, TCBI and CBSH passed a screen focused on four key financial efficiency ratios.Each stock reported a positive four-quarter average earnings surprise, led by VITL and GOLF at 45.3%.The screen filtered over 7,900 stocks down to 10, selecting companies with ratios above industry averages.The efficiency ratio is an indication of a company’s financial health. It analyzes how efficiently a company uses its assets and liabilities internally.However, at times, it becomes difficult to measur ...

Financial Data and Key Metrics Changes - The second quarter revenue decreased by 0.7% year over year to $817.1 million, with operating ratio at 87.8% compared to 83.3% in the same quarter last year [4][13] - Revenue per shipment excluding fuel surcharge increased by 2.7% to $298.71, while including fuel surcharge, it increased by 1.8% to $351.36 [13] - Total operating expenses increased by 4.7% year over year, with salaries, wages, and benefits rising by 5% due to inflationary pressures [14][15] Business Line Data and Key Metrics Changes - Tonnage increased by 1.1% year over year, driven by a 4% increase in average weight per shipment, but overall shipments were down 2.8% [14][5] - Newer terminals (opened less than three years) saw a 4% sequential improvement in shipments per workday compared to the first quarter [6] - Legacy facilities experienced a 2% sequential increase in shipments compared to the first quarter, but down 3.5% year over year [6] Market Data and Key Metrics Changes - Overall shipments for workdays were down 2.8% year over year, reflecting cautious customer behavior amid economic uncertainty [5][6] - The Los Angeles region showed muted trends, contributing to shorter length of haul and lower weight per shipment compared to the first quarter [9] Company Strategy and Development Direction - The company focuses on optimizing variable costs and improving network efficiency while maintaining a customer-centric approach [4][10] - There is an emphasis on expanding the national footprint and enhancing service levels to compete effectively in the industry [11][21] - The company plans to invest approximately $600 million to $650 million in capital expenditures this year to support long-term growth [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term prospects of the company despite current economic challenges, highlighting the importance of customer service and operational efficiency [20][21] - The company is adapting to the changing economic landscape while maintaining discipline around cost structures [11][21] - Management noted that the operating performance remains strong, with expectations for continued improvement as the market conditions evolve [19][20] Other Important Information - The cargo claims ratio for the quarter was 0.5, indicating effective management of customer service and operational execution [10] - The company reduced headcount by about 4.2% from March to June to align with volume trends [11] Q&A Session Summary Question: Volume expectations for Q3 and pricing outlook - Management indicated that volume comparisons will become tougher due to new terminal openings last year, but they expect to maintain pricing discipline [25][27] Question: Labor reductions and wage increases - Wage increases typically occur in the second half of the year, and headcount adjustments are made to align with volume changes [33][35] Question: Industry capacity and pricing implications - Management believes that LTL capacity is likely to remain constrained, which could support pricing in a recovery [41][44] Question: Volume trends in July and customer insights - July tonnage is trending flat, with no significant changes in customer behavior compared to June [50][51] Question: Contract renewals and competitive pricing - The 5.1% renewal rate reflects the competitive nature of the market, but management remains focused on maintaining fair compensation for services [55][57] Question: Network optimization actions - Management highlighted improvements in routing and density as key actions taken to optimize the national network [76][78] Question: Long-term operational goals - Management expressed a commitment to achieving a sub-80% operating ratio through continued focus on customer service and operational efficiency [119]

RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)🗳️Tesla xAI investment in proxyWhile we have first investors sending their letters to Tesla, we are still looking for more retail shareholders to send shareholder proposal to Tesla.All instructions in the post below, also my pinned post.Thank you to @herbertong for the video. Rarely looked more intelligent in the initial cut, lol ...

Core Viewpoint - Ur Energy Inc (URG) is identified as a potential stock pick due to a recent "golden cross" event, indicating a bullish trend from a technical perspective [1][4]. Technical Indicators - A "golden cross" occurs when a stock's short-term moving average (50-day) crosses above its long-term moving average (200-day), signaling a bullish breakout [2]. - The successful formation of a golden cross involves three stages: a price bottom, the crossing of moving averages, and the maintenance of upward momentum [3]. Stock Performance - URG shares have increased by 26.2% over the past four weeks, indicating strong upward movement [4]. - The company holds a 2 (Buy) rating on the Zacks Rank, suggesting potential for further breakout [4]. Earnings Outlook - There have been no cuts to earnings estimates for the current quarter, with one revision higher in the past 60 days, contributing to a positive earnings outlook [4]. - The Zacks Consensus Estimate for URG has also seen an increase, reinforcing the bullish sentiment [4]. Investment Consideration - Given the technical indicators and positive earnings estimates, URG is recommended for investors' watchlists [6].

Core Viewpoint - Envista Holdings Corporation (NVST) has reached a significant support level and is considered a potential investment opportunity due to a recent "golden cross" technical pattern, indicating a bullish breakout [1]. Technical Analysis - NVST's 50-day simple moving average has recently crossed above its 200-day moving average, forming a "golden cross," which is a bullish signal in technical analysis [1]. - A successful golden cross event consists of three stages: the stock price bottoms out, the shorter moving average crosses above the longer moving average, and the stock maintains upward momentum [2]. Performance Metrics - Over the past four weeks, NVST has gained 5.2%, and it currently holds a 1 (Strong Buy) rating on the Zacks Rank, suggesting potential for further breakout [3]. - Earnings expectations for NVST are positive, with one upward revision in estimates over the past 60 days, indicating confidence in the stock's bullish trend [3]. Investment Outlook - Given the key technical level and positive earnings estimate revisions, NVST is positioned for potential gains in the near future [5].

Alphabet Inc. (GOOGL) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, GOOGL's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and the 2 ...

Raymond James Financial, Inc. (RJF) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, RJF's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross."Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day a ...