Nvidia Corporation maintains a Buy rating due to robust Q2 results, strong Q3 guidance, and attractive risk/reward at current valuation. NVDA's data center business and new Jetson Thor chip reinforce leadership in AI and robotics, despite China market headwinds. The strategic partnership and investment in OpenAI secure long-term demand for NVDA's GPUs and broaden its AI exposure beyond hardware.
Quanex Building Products: Integration Year, Execution Ahead — Positive
NX Seeking Alpha — September 23, 2025NX is upgraded to a buy, driven by Tyman integration, synergy potential, and solid cash generation despite muted organic growth. The reported loss was non-cash goodwill impairment; operational performance remains resilient with strong debt reduction and improved leverage. Key upside drivers include expanded synergy targets, Mexico operations remediation, and potential demand recovery if mortgage rates decline.
CoreWeave's $30.1B backlog equals nearly 6x projected FY 2025 revenue, ensuring multi-year contracted growth visibility and stability. Q2 FY 2025 backlog surged 86% YoY, doubling YTD from $15B, driven by hyperscale client expansions and OpenAI commitment. Long-term structured contracts reduce volatility, create sticky client relationships, and differentiate CoreWeave from spot-pricing, usage-based cloud competitors.
Generational opportunity here for power demand, says Evergy CEO David Campbell — Positive
CPB EVRG CNBC Television — September 23, 2025David Campbell, Evergy chairman and CEO, and Chris Levesque, TerraPower CEO, join 'Power Lunch' to discuss the power needs for AI, the nuclear energy capabilities and much more.
Sebastian Maniscalco on his 2025 CNBC Stock Draft picks: Nvidia and Amazon — Positive
AMZN NVDA CNBC Television — September 23, 2025Comedian Sebastian Maniscalco told CNBC he likes to invest in companies that he uses, so he's sticking with Nvidia and Amazon in the 2025 CNBC Stock Draft.
Disney announced on Tuesday that it will be hiking the prices of many of its subscriptions by $2 to $3. The new prices will take effect on Oct. 21.
SouthState Stock Rises 11.6% in 3 Months: Is It Worth Betting On? — Positive
SSB Zacks Investment Research — September 23, 2025SSB shares gain 11.6% in three months, but with rising costs and loan concentration risks, is the stock still worth betting on? Let's find out.
Flanigan's Gains 37.7% in Six Months: How to Play the Stock? — Positive
BDL Zacks Investment Research — September 23, 2025BDL registers strong sales and profit growth as pricing moves and cost controls offset inflation pressures.
Top Stock Movers Now: Nvidia, Halliburton, Vistra, and More — Negative
HAL NVDA VST Investopedia — September 23, 2025Major U.S. equities indexes lost ground Tuesday afternoon, after Federal Reserve Chair Jerome Powell said the central bank faces a "challenging situation" ahead. The Dow, S&P 500, and Nasdaq pulled back after reaching record highs Monday.
Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm Encourages Fluor Corporation (FLR) Investors To Inquire About Securities Fraud Class Action — Neutral
FLR Business Wire — September 23, 2025LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, announces that a securities fraud class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired Fluor Corporation (“Fluor” or the “Company”) (NYSE: FLR) securities between February 18, 2025 and July 31, 2025, inclusive (the “Class Period”). Fluor investors have until November 14, 2025 to file a lead plaintiff motion. IF YOU SUFFERED A LOSS ON YOUR FLUOR.
ZTO Express Down 18.7% Y/Y: Will the Plunge Continue Throughout 2025? — Negative
ZTO Zacks Investment Research — September 23, 2025Lower parcel volume guidance, a reduction in earnings, higher costs and a weak industry rank weigh on ZTO's investment appeal.
SoFi vs. Nu Holdings: Which Fintech Stock Stands Out Right Now? — Positive
NU SOFI Zacks Investment Research — September 23, 2025SoFi reports record member gains and fee growth, while Nu scales rapidly across Latin America, driven by rising revenues and engagement.
Nvidia-OpenAI deal shows capital intensity despite weak commercial monetization: GMO's Tom Hancock — Neutral
NVDA CNBC Television — September 23, 2025Tom Hancock, GMO portfolio manager, joins 'The Exchange' to discuss the partnership between with Nvidia and OpenAI, Hancock's current holdings in the AI trade and much more.
Disney+ to raise subscription prices for fourth consecutive year — Positive
DIS Reuters — September 23, 2025Walt Disney said on Tuesday it will raise prices for its flagship Disney+ streaming service in the United States next month, as the entertainment giant pushes to bolster profits from its digital platforms.
Skin in the Game: The US Government & Nvidia Back Intel — Neutral
INTC Zacks Investment Research — September 23, 2025Despite years of struggle, Intel is on the cusp of a significant turnaround. The US government?
FIG's Expanding Portfolio Fuel Revenue Growth: A Sign of More Upside? — Positive
FIG Zacks Investment Research — September 23, 2025Figma reports 41% revenue growth to $250M in Q2 2025, driven by rapid product expansion and increasing multi-tool adoption.
Popular Stock Touches 52-Week High: Should You Consider Investing? — Positive
BPOP Zacks Investment Research — September 23, 2025Can BPOP's rally to a 52-week high, supported by rising margins and strong shareholder returns, keep gaining momentum? Let's find out.
Old National Team Members Volunteer 7,940 Hours serving 116 Organizations — Neutral
ONB GlobeNewsWire — September 23, 2025Old National Bancorp (“Old National”) established a new organizational record for volunteer hours served during its 4th annual Better Together Days.
Needham's Laura Martin says Disney should shut down ABC. Here's why — Negative
DIS CNBC Television — September 23, 2025Laura Martin, Needham managing director, joins 'The Exchange' to discuss why Disney should shut down ABC.
