What started with future plans for building factories across the country has evolved into government and private players investing in firms that are lagging behind in size or scale—and Super Micro Computer Inc. NASDAQ: SMCI could be the next target.
Diebold Nixdorf Appears To Have Put Bankruptcy Fully In Its Past — Neutral
DBD Seeking Alpha — September 23, 2025Diebold Nixdorf (DBD) has shown significant recovery, earning credit upgrades from S&P and Moody's after emerging from bankruptcy and restructuring its debt. DBD is now profitable, generating positive free cash flow, and executing a share buyback, with strong growth expected in banking and retail automation segments. Despite improved margins and a growing backlog, DBD's debt remains high, keeping its credit rating below investment grade and prompting cautious optimism.
lululemon Q2 Metrics: Margin Squeezes as Tariffs & Markdowns Bite — Negative
LULU Zacks Investment Research — September 23, 2025LULU trims its fiscal 2025 outlook as tariffs, markdowns and weak U.S. demand weigh on margins and earnings momentum.
Is Comfort Systems Building Long-Term Value in Mechanical Services? — Positive
FIX Zacks Investment Research — September 23, 2025FIX posts record second-quarter results with soaring margins, robust backlog and rising service revenues fueling long-term value.
Is the Options Market Predicting a Spike in Argan Stock? — Neutral
AGX Zacks Investment Research — September 23, 2025Investors need to pay close attention to AGX stock based on the movements in the options market lately.
Fortinet's Geographic Mix Improves: Can EMEA Drive More Upside? — Positive
FTNT Zacks Investment Research — September 23, 2025FTNT's EMEA revenues rise 18% y/y in Q2 2025, strengthening its global pipeline and reducing reliance on North America.
Birkenstock: Gaining Market Share While Resilient To Tariffs — Positive
BIRK Seeking Alpha — September 23, 2025Birkenstock is growing in both store count and same-store sales, gaining market share. Margins dipped last year due to the expansion, but now they've improved. The valuation became more reasonable following the recent sell-off. While different models suggest different things, when accounting for growth, it shows a compelling entry point.
Axon to acquire AI-powered 911 communications company Prepared, strengthening the public safety ecosystem from call to closure — Neutral
AXON PRNewsWire — September 23, 2025SCOTTSDALE, Ariz. , Sept. 23, 2025 /PRNewswire/ -- Axon (Nasdaq: AXON), the global public safety technology leader, today announced it has entered into a definitive agreement to acquire Prepared, an AI-powered emergency communications platform that turns 911 calls into actionable intelligence and enables faster response.
Can Root, Inc. (ROOT) Stock Get Back to $175 in 2025? — Positive
ROOT 24/7 Wall Street — September 23, 2025Conservative investors might prefer to own shares of traditional insurance companies like Allstate (NYSE:ALL) and Progressive (NYSE:PGR), and that's fine.
3 Top Dividend ETFs to Hold for 10 Years — Positive
AVDV DIVO QDVO 24/7 Wall Street — September 23, 2025These dividend exchange-traded funds give you high yields and upside potential. They could trounce the market over the next 10 years.
AutoZone Stock Gaps Lower After Quarterly Profit Miss — Negative
AZO Schaeffers Research — September 23, 2025Shares of AutoZone Inc (NYSE:AZO) were last seen down 2.9% to trade at $3,990, after the company missed fiscal fourth-quarter earnings expectations.
Semnur Pharmaceuticals, Inc. (“Semnur”), a Majority Owned Subsidiary of Scilex Holding Company (Nasdaq: SCLX, “Scilex”) Announces Signing of a Securities Purchase Agreement with an Institutional Investor for the Purchase of $100 Million of shares of Semnur Common Stock in Exchange for $100 Million in Bitcoin — Neutral
SCLX GlobeNewsWire — September 23, 2025PALO ALTO, Calif., Sept. 23, 2025 (GLOBE NEWSWIRE) -- Semnur Pharmaceuticals, Inc. (“Semnur” or the “Company”) (OTC: SMNR, SMNRW) , a clinical late-stage specialty pharmaceutical company focused on the development and commercialization of novel non-opioid pain therapies, today announced that it has entered into a Securities Purchase Agreement (“SPA”) with the institutional investor for the purchase of $100 million of shares of Semnur common stock in exchange for $100 million in Bitcoin (BTC).
Ocugen: A Retinal Disease Juggernaut In The Making — Positive
OCGN Seeking Alpha — September 23, 2025Ocugen (OCGN) is a clinical-stage biotech focused on modifier gene therapies for inherited retinal diseases, with key catalysts expected by 2026. OCGN's pipeline includes OCU400 (RP/LCA), OCU410ST (Stargardt disease), and OCU410 (Geographic Atrophy), all addressing large unmet needs with no current cures. Recent FDA designations, strategic partnerships, and successful financings reduce dilution risk and position OCGN for pivotal trial readouts and regulatory filings over the next three years.
AutoZone (AZO) posted weaker-than-expected quarterly profit as its spending increased.
Nexstar ABC Affiliates to Continue Preempting “Jimmy Kimmel Live!” — Neutral
NXST Business Wire — September 23, 2025IRVING, Texas--(BUSINESS WIRE)--Nexstar Media Group, Inc. (NASDAQ: NXST), today announced that the company's owned and partner television stations affiliated with the ABC Television Network will continue to preempt “Jimmy Kimmel Live!” We made a decision last week to preempt “Jimmy Kimmel Live!” following what ABC referred to as Mr. Kimmel's “ill-timed and insensitive” comments at a critical time in our national discourse. We stand by that decision pending assurance that all parties are committ.
Nexstar-owned ABC affiliates won't show Kimmel's return Tuesday, joining Sinclair in preempting program — Negative
NXST SBGI CNBC — September 23, 2025Nexstar Media Group said it would join Sinclair's ABC affiliate stations in preempting the return of "Jimmy Kimmel Live!" on Tuesday.
Walmart Expands Same-Day Pharmacy Delivery With Refrigerated Meds — Positive
WMT Zacks Investment Research — September 23, 2025WMT expands Same-Day Pharmacy Delivery to include refrigerated meds like insulin, boosting access and convenience nationwide.
Will Chipotle's Sustainability Push Strengthen Its Brand Edge? — Positive
CMG Zacks Investment Research — September 23, 2025CMG's new sustainability moves, from efficient kitchens to supply-chain gains, aim to boost brand equity and long-term growth potential.
ADI's Automotive Segment is Booming: Is the Momentum Sustainable? — Neutral
ADI Zacks Investment Research — September 23, 2025Analog Devices' automotive segment now drives 30% of revenues, with record growth, but a cautious outlook signals near-term challenges ahead.
Netcapital Inc. (NCPL) Q1 2026 Earnings Call Prepared Remarks Transcript — Neutral
NCPL Seeking Alpha — September 23, 2025Netcapital Inc. (NASDAQ:NCPL ) Q1 2026 Earnings Call September 23, 2025 10:00 AM EDT Company Participants Coreen Kraysler - Chief Financial Officer Martin Kay - President, CEO & Director Presentation Operator Good day, everyone, and welcome to the Fiscal Year 2026 First Quarter Earnings Call for Netcapital Inc. [Operator Instructions] It is now my pleasure to hand the floor over to your host, Coreen Kraysler, Chief Financial Officer at Netcapital. Ma'am, the floor is yours.