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Luis Sanay: Good morning, and thank you all for joining us today to discuss our second quarter 2025 financial results and operational highlights. Before we begin with prepared remarks, I need to remind you that this presentation includes forward-looking statements, including, but not limited to, statements related to Novavax's corporate strategy and operating plans, its strategic priorities, its partnerships and expectations with respect to potential royalties, milestones and cost reimbursements, its expectations regarding manufacturing capacity, timing, production and delivery for its COVID-19 vaccine, the development of Novavax's clinical and preclinical product candidates, the timing and results of our clinical trials, including the Nuvaxovid post-marketing commitment study, full year 2025 financial guidance and revenue framework and Novavax's future financial or business performance.

KKR was the largest alternative asset manager reporting results this week, and its first quarter earnings grew 20% over the prior year. The New York-based firm runs money in every category of private markets. Funds poured into KKR during the March quarter, even as alt manager stocks suffered from angst over private credit and the potential for artificial intelligence to hurt software firms owned by private equity.

CLEAR's travel business saw continued strong growth in the first quarter, a reflection of our opportunity to continue to grow the top and bottom line through focus on the member experience, network and product expansion. TSA checkpoint volumes grew almost 1% normalizing for Leap Day. The biggest pain point for 64% of respondents was long lines at airport security with over half of travelers waiting over 20 minutes in security lines.

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

Need a quote from a Motley Fool analyst? Mark Bertolini, Oscar Health's Chief Executive Officer; and Scott Blackley, Oscar Health's Chief Financial Officer, will host this morning's call. This call can also be accessed through our Investor Relations website at ir.hioscar.com.

Caryn Gail Seidman-Becker: Clear Secure identity platform is the trusted identity layer for travel and enterprise. 2025 continues to be a year of innovation, execution and momentum, as the need for trust, security and frictionless experiences in today's world is paramount. CLEAR is making experiences safer and easier for our members and our enterprise partners across travel, workforce, health care and consumer applications.

CLEAR is the future-facing identity infrastructure layer that is transforming how security and customer experience come together. As we scale automation across our network, our ambassadors can create an even more elevated member experience with CLEAR Concierge.

Airbnb is set to report its fiscal Q1 earnings tomorrow (May 7) after market close. Options traders are currently positioned for upside in ABNB stock after its quarterly release.

Cytokinetics posts Q1 loss as Myqorzo launch lifts revenues to $19.4M, signaling commercial shift amid rising SG&A tied to rollout and expansion.

Investors applauded AMD's strong Q1 report yesterday evening, with shares spiking over 20% in Wednesday morning's trading session to a new all-time high of $430.

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

QBTS and RGTI surge back into focus as improving risk appetite and AI-quantum momentum drive over 75% upside targets ahead of Q1 earnings.

Nuclear stocks Vistra, NuScale Power and Energy Fuels prepare to report earnings on Thursday, while Oklo awaits. Oklo stock jumped on news Wednesday that also lifted most of its peers, but not S&P 500 nuclear stock Vistra.

Don't want to wait for the SpaceX IPO to invest in space? Good news: You don't have to!

<body><p>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.</p><p>Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.</p><p>:; Disney</p><p>It was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.</p><p>D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.</p><p>At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+.&nbsp;</p><p>:; Disney</p><p>Theme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists.&nbsp;</p><p>Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.</p><p>Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.</p><p>:: Particle6</p><p>Archive</p><p>D'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</p></body>

Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

LLY has cleared a historically bullish trendline on the charts

Jack Dorsey's financial services company Block, Inc. (NYSE: XYZ) is set to report the financial results for the first quarter of 2026 on May 7. As Dorsey is a strong Bitcoin (BTC) advocate, Block's products integrate the top cryptocurrency. Cash App, a wallet that allows Bitcoin ...

J & J Snack Foods (NASDAQ:JJSF) reported fiscal second-quarter 2026 results that showed margin expansion and higher adjusted earnings despite a decline in sales, as management pointed to benefits from its “Project Apollo” transformation and ongoing portfolio reshaping. Chief Executive Officer D

Uber posts a Q1 EPS beat as revenues increase 14% y/y, with Delivery up 34% and total gross bookings topping guidance.

Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

Ichor Holdings, Ltd. reported past first-quarter 2026 results with sales of US$256.07 million, a narrower net loss of US$2.47 million, and loss per share of US$0.07, alongside guidance for second-quarter revenue of US$290 million to US$310 million and positive GAAP diluted EPS of US$0.10 to US$0.20. Management attributed the stronger quarter and upbeat outlook to improving semiconductor capital equipment demand, especially in AI-related and advanced manufacturing applications, and to ongoing...

Is Zoom Communications stock (NASDAQ: ZM) pricey at 18 times earnings? Not at all.

SHOP beat Q1 2026 estimates as revenues jump 34% and GMV stays above $100B, lifted by B2B, offline scale and Sidekick AI.

Skyworks tops Q2 FY26 views as Broad Markets hit 42% of sales, Android design win targets $1B+ through 2030, and dividend stays at 71 cents.

AMD's Q1'26 earnings beat rides on AI-fueled demand, record $5.78B data center sales, margins up, and Q2 revenues guided near $11.2B.

The Kraft Heinz Company will release earnings for its first quarter before the opening bell on Wednesday, May 6. Analysts expect the company to report quarterly earnings of 50 cents per share, down from 62 cents per share in the year-ago period. The consensus estimate for Kraft Heinz's quarterly revenue is $5.88 billion (it reported $6 billion last year), according to Benzinga Pro. Ahead of quarterly earnings, BTIG analyst Rob Dickerson, on April 14, initiated coverage on Kraft Heinz with a Neut