CWB has some reflexive stocks and also more traditional exposures that are more macro exposed, meaning an ambiguous effect of the rate cuts motivated by labour market concerns. However, ambiguity does favour the embedded option a bit in convertible bonds. Our thinking is that large cap tech has more to benefit from iffy, but still alright, macro outlook together with a rate cut than the stocks associated to CWB convertibles.
Will the FDA's Nod for Subcutaneous Keytruda Ease Merck's Headwinds? — Neutral
MRK Zacks Investment Research — September 22, 2025FDA clears MRK's Keytruda Qlex, a subcutaneous option that promises faster treatment and new patent protection amid looming headwinds.
BHF Outperforms Industry, Trades at a Discount: How to Play the Stock — Positive
BHF Zacks Investment Research — September 22, 2025Brighthouse Financial stock gains on the back of higher annuity and life insurance sales, a high-quality portfolio, financial flexibility and prudent capital deployment.
Amgen (AMGN) Moves 3.5% Higher: Will This Strength Last? — Positive
AMGN Zacks Investment Research — September 22, 2025Amgen (AMGN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Will Corning's Focus on Cover Materials, Glass Substrate Stoke Growth? — Positive
GLW Zacks Investment Research — September 22, 2025GLW strengthens growth prospects with Gorilla Glass Ceramic innovations and advanced glass substrate technology.
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ODP and MTSR on Behalf of Shareholders — Neutral
MTSR ODP PRNewsWire — September 22, 2025NEW YORK , Sept. 22, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to: ODP Corporation (NASDAQ: ODP)'s sale to an affiliate of Atlas Holdings for $28.00 per share in cash.
Greenlight Capital Sends Letter to Board of Brighthouse Financial Encouraging Engagement with Reported Suitor — Neutral
BHF PRNewsWire — September 22, 2025Outlines Belief that Going Private, and the Rumored Transaction, are in the Best Interests of All Shareholders NEW YORK , Sept. 22, 2025 /PRNewswire/ -- Greenlight Capital and its affiliates (collectively, "Greenlight"), holders of approximately 4.9% of the outstanding common stock of Brighthouse Financial, Inc. ("Brighthouse" or the "Company") (NASDAQ: BHF) today sent a letter to the Board of Directors of Brighthouse (the "Board"), encouraging the Board to follow-through on its reported decision to evaluate strategic alternatives by accepting the offer that has apparently been made for the Company by Aquarian Holdings.
Natural Grocers by Vitamin Cottage, Inc. (NGVC) Q3 2025 Earnings Call Transcript — Neutral
NGVC Seeking Alpha — September 22, 2025Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC ) Q3 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Jessica Thiessen - Corporate Participant Assistant Treasurer - Corporate Participant Kemper Isely - Chairman & Co-President Richard G. Hallé - Chief Financial Officer Operator Good day, ladies and gentlemen.
Strength in Network Software Drives Roper: Can the Momentum Sustain? — Positive
ROP Zacks Investment Research — September 22, 2025ROP lifts its 2025 outlook as the Network Software and Application Software segments gain from GenAI, cross-sell and strong demand.
Lowey Dannenberg Notifies Nutex Health Inc. (“Nutex” or the “Company”) (NASDAQ: NUTX) Investors of Securities Class Action Lawsuit and Encourages Investors with more than $50,000 in Losses to Contact the Firm — Neutral
NUTX GlobeNewsWire — September 22, 2025NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, announces the filing of a class action lawsuit against Nutex Health Inc. (“Nutex” or the “Company”) (NASDAQ: NUTX) for violations of the federal securities laws on behalf of investors who purchased or acquired Nutex securities between August 8, 2024 and August 14, 2025, inclusive (the “Class Period”).
Rosen Law Firm Urges Quanex Building Products Corporation (NYSE: NX) Stockholders to Contact the Firm for Information About Their Rights — Neutral
NX Business Wire — September 22, 2025NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces that a shareholder filed a class action on behalf of purchasers of securities of Quanex Building Products Corporation (NYSE: NX) between December 12, 2024 and September 5, 2025. Quanex describes itself as an “international supplier of engineered home components and access solutions to the construction industry, including windows, doors, cabinetry, and vinyl products.” For more information, submit a form, ema.
Lowey Dannenberg Notifies SelectQuote, Inc. (“SelectQuote” or the “Company”) (NYSE: SLQT) Investors of Securities Class Action Lawsuit and Encourages Investors with more than $50,000 in Losses to Contact the Firm — Neutral
SLQT GlobeNewsWire — September 22, 2025NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, announces the filing of a class action lawsuit against SelectQuote, Inc. (“SelectQuote” or the “Company”) (NYSE: SLQT) for violations of the federal securities laws on behalf of investors who purchased or acquired SelectQuote securities between September 9, 2020 and May 1, 2025, inclusive (the “Class Period”).
KB Home to Report Q3 Earnings: Here's What Investors Must Know — Neutral
KBH Zacks Investment Research — September 22, 2025KB Home KBH is slated to report its third-quarter fiscal 2025 (ended Aug. 31) results on Sept. 24, after market close.
GDEV Inc. (GDEV) Moves 26.2% Higher: Will This Strength Last? — Positive
GDEV Zacks Investment Research — September 22, 2025GDEV Inc. (GDEV) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Embraer & Portugal Ink an Amendment Deal for KC-390 Millennium — Positive
ERJ Zacks Investment Research — September 22, 2025ERJ inks an agreement with Portugal for a sixth KC-390 Millennium and 10 purchase options, boosting global credibility.
Strength Seen in Sterling Infrastructure (STRL): Can Its 3.4% Jump Turn into More Strength? — Positive
STRL Zacks Investment Research — September 22, 2025Sterling Infrastructure (STRL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Can Tutor Perini Capitalize on Federal Transit Spending Surge? — Positive
TPC Zacks Investment Research — September 22, 2025Tutor Perini Corporation TPC is banking on the growing federal transit spending in the United States, which is expected to continue for the next few years. The surge in spending on transit infrastructure is due to growing awareness of the carbon footprint, modernization of construction, efficient conveyance and other related factors.
RTX Secures a $670M Navy Contract for F135 Propulsion Spares — Positive
RTX Zacks Investment Research — September 22, 2025RTX secures a $670.2M contract for F135 propulsion system spares, fueling F-35 support and boosting defense growth prospects.
Fed Rate Cuts and Faster Builds: A Turning Point for Toll Brothers? — Positive
TOL Zacks Investment Research — September 22, 2025TOL faces affordability strains, but Fed rate cuts and faster build times may help revive buyer demand.