Power shift: Investors are changing the way they think about energy — Neutral
XLE CNBC Television — August 26, 2025Paul Baiocchi of SS&C ALPS Advisors sits down with CNBC's Julia Boorstin to talk about the changing face of the energy market. Baiocchi says the energy ETF story is evolving into a “power ETF” story, and he tells his clients that infrastructure is a safer way to play the space.

Downgrading Newmont On Wall Street Bear Market And Recession Risks — Neutral
NEM Seeking Alpha — August 26, 2025Newmont remains a top gold mining pick, but I am downgrading from Strong Buy to Buy after a stellar run and rising macro equity risks. Despite solid 2025 outperformance versus the S&P 500 and still attractive valuations, looming recession risk and financial market liquidity concerns warrant near-term caution. I am trimming my Newmont position, rotating capital into bullion ETFs, as mining stocks could be sold off in a broad market retreat or recession.

Broadcom: 4 Reasons To Stay Bullish Heading Into The Q3 Report — Positive
AVGO Seeking Alpha — August 26, 2025Broadcom's Q3 FY25 earnings report is due out next week, on Thursday, Sept. 4. This provides a preview. Before that, I will give four reasons why investors should remain bullish on Broadcom: XPUs, high-speed networking, the Enterprise Software Segment (VMWare), and excellent financial returns. The VMWare acquisition is arguably already exceeding expectations, boosting recurring revenue ("ARR") and enhancing visibility into future earnings and cash flow.

Should You Stay Away From Alibaba Stock Ahead of Q1 Earnings? — Negative
BABA Zacks Investment Research — August 26, 2025Avoid Alibaba stock ahead of the fiscal first-quarter results. PDD's dominance, China's deflation, and premium valuations amid deteriorating fundamentals make this a clear sell.

ADSK Set to Report Q2 Earnings: What's in Store for the Stock? — Positive
ADSK Zacks Investment Research — August 26, 2025ADSK heads into Q2 earnings with momentum from strong Q1 growth and steady demand despite macro headwinds.

Trump's Media Company Launches New Business to Buy Billions in Niche Crypto Coin — Positive
DJT WSJ — August 26, 2025Trump Media said it will partner with Crypto.com, a trading platform for digital assets, to create a new company that will hold CRO tokens.

Fortinet's 30% stock drop is unjustified in my view; fundamentals remain strong, and recent results do not break the investment thesis. Growth in high-margin, recurring revenue segments like Unified SASE (22%) and SecOps (35%) reinforces Fortinet's strategic positioning. Profitability remains sector-leading, with record gross margins and robust free cash flow, despite a temporary operating margin dip from strategic investments.

Trump Media partners with Crypto.com to integrate CRO token across platforms — Positive
DJT Proactive Investors — August 26, 2025Trump Media & Technology Group Corp (NASDAQ:DJT) and Crypto.com have announced a strategic partnership that will integrate Crypto.com's Cronos (CRO) cryptocurrency and digital wallet infrastructure into Trump Media's platforms, including Truth Social and its streaming service Truth+. Per the deal, Trump Media will introduce a rewards system on its platforms that leverages the Crypto.com digital wallet and uses CRO as a utility token.

IBKR Enters the S&P 500 Index: A Win for Retail Investors? — Positive
IBKR Zacks Investment Research — August 26, 2025Interactive Brokers jumps after being tapped to join the S&P 500, boosting its market visibility.

CEO Tim Cook said this year's event will be “awe dropping.”

EVI Industries Announces Participation at Jefferies Industrials Conference — Neutral
EVI Business Wire — August 26, 2025MIAMI--(BUSINESS WIRE)--EVI Industries, Inc. (NYSE American: EVI) announced today that Chairman and CEO, Henry M. Nahmad will present on behalf of the Company as well as host one-on-one meetings at the Jefferies Industrials Conference on Wednesday, September 3, 2025. For more information on the conference, or to schedule a one-on-one meeting, please contact your Jefferies sales representative. EVI is the largest value-added distributor of commercial laundry products and provider of related tech.

2 Stocks to Buy From the Prospering Glass Products Industry — Positive
APOG OI Zacks Investment Research — August 26, 2025Solid end-market demand and focus on unveiling innovative products will aid the Zacks Glass Products industry's growth. This bodes well for stocks like OI and APOG.

Why Coterra Energy (CTRA) is a Top Dividend Stock for Your Portfolio — Positive
CTRA Zacks Investment Research — August 26, 2025Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Cabot (CTRA) have what it takes?

Trump's firing of Fed Governor Cook roils markets and Capitol Hill, boosts gold to the edge of $3,390/oz — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — August 26, 2025Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

Citi Trends, Inc. (CTRN) Q2 2025 Earnings Call Transcript — Neutral
CTRN Seeking Alpha — August 26, 2025Citi Trends, Inc. (NASDAQ:CTRN ) Q2 2025 Earnings Conference Call August 26, 2025 9:00 AM ET Company Participants Heather Plutino - CFO, Principal Financial Officer, Principal Accounting Officer & Executive VP Kenneth Duane Seipel - CEO & Chairman of the Board Conference Call Participants Jeremy Scott Hamblin - Craig-Hallum Capital Group LLC, Research Division Michael Allen Baker - D.A. Davidson & Co., Research Division Nitza McKee - ICR Inc. Operator Greetings, and welcome to the Citi Trends Second Quarter 2025 Earnings Conference Call.

APLD Trades Higher Than Industry at 13.5X P/S: Is the Stock a Buy? — Positive
APLD Zacks Investment Research — August 26, 2025Despite a stretched valuation, APLD's AI-focused strategy, long-term contracts and Polaris Forge buildout makes the stock attractive for investors.

AECOM Secures Strategic Role in U.K. National Highways Framework — Positive
ACM Zacks Investment Research — August 26, 2025ACM wins a spot in the U.K.'s SPaTS3 framework, boosting backlog and growth outlook.

Astera Labs Rides on Strong Connectivity Demand: What's Ahead? — Positive
ALAB Zacks Investment Research — August 26, 2025ALAB posts 149.7% revenue surge on strong Aries, Taurus and Scorpio demand, with guidance pointing to more growth ahead.

JHG vs. KKR: Which Stock Is the Better Value Option? — Positive
JHG KKR Zacks Investment Research — August 26, 2025Investors interested in Financial - Investment Management stocks are likely familiar with Janus Henderson Group plc (JHG) and KKR & Co. Inc. (KKR). But which of these two companies is the best option for those looking for undervalued stocks?

POWL or ETN: Which Is the Better Value Stock Right Now? — Neutral
ETN POWL Zacks Investment Research — August 26, 2025Investors interested in Manufacturing - Electronics stocks are likely familiar with Powell Industries (POWL) and Eaton (ETN). But which of these two stocks offers value investors a better bang for their buck right now?
