Radian Group Inc. (NYSE:RDN ) M&A Call September 18, 2025 8:30 AM EDT Company Participants Dan Kobell - Executive Vice President of Capital Management & Investor Relations Richard Thornberry - CEO & Director Sumita Pandit - President & CFO Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Terry Ma - Barclays Bank PLC, Research Division Geoffrey Dunn - Dowling & Partners Securities, LLC Ryan Gilbert Presentation Operator Good day, and thank you for standing by. Welcome to Radian's conference call to discuss the acquisition of Inigo.
Darden Q1 Earnings Miss Estimates, Revenues Top, Stock Down — Negative
DRI Zacks Investment Research — September 18, 2025DRI's first-quarter earnings miss expectations while revenues beat, sending the stock down 8% despite a raised sales outlook.
Intel Stock Eyes Best Day Ever After Nvidia Investment — Positive
INTC NVDA Schaeffers Research — September 18, 2025Intel Corp (NASDAQ:INTC) stock is up 26.4% to trade at $31.46 at last glance, following news that sector peer Nvidia (NVDA) will invest $5 billion in the chipmaker to collaborate on the development of PC and data center chips.
Waymo, Via Strike Robo-Taxi Deal. Tesla Is Falling Behind. — Positive
GOOG GOOGL TSLA Barrons — September 18, 2025The Waymo-Via Transportation partnership comes a day after Waymo and Lyft announced plans for self-driving taxis in Nashville.
Rithm's $1.6B Paramount Play Signal Big City Comeback, Shares React — Positive
RITM Zacks Investment Research — September 18, 2025RITM's $1.6B PGRE acquisition boosts its real estate push, sending shares higher while Paramount sinks on deal terms.
CG Oncology, Inc. (CGON) Moves 5.5% Higher: Will This Strength Last? — Positive
CGON Zacks Investment Research — September 18, 2025CG Oncology, Inc. (CGON) 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.
SYK Partners With Siemens Healthineers to Boost Stroke, Aneurysm Care — Positive
SYK Zacks Investment Research — September 18, 2025Stryker teams with Siemens Healthineers to develop a robotic ecosystem aimed at advancing stroke and aneurysm care.
Strength Seen in Xencor (XNCR): Can Its 7.3% Jump Turn into More Strength? — Positive
XNCR Zacks Investment Research — September 18, 2025Xencor (XNCR) 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.
Canadians Echo the Trend: News Advertising Study Reveals Brands Can and Should Advertise in Trusted News Environments — Neutral
STGW PRNewsWire — September 18, 2025Stagwell (STGW) releases third regional wave of its News Advertising study fielded among nearly 10,000 Canadian adults Stagwell partners with The Globe and Mail to unveil the research at event bringing together Canadian journalists and industry leaders for discussions around the importance of investing in news advertising TORONTO , Sept. 18, 2025 /PRNewswire/ -- Stagwell (NASDAQ: STGW), the challenger network built to transform marketing, today released new research in partnership with The Globe and Mail, highlighting a major opportunity for brands to connect with a valuable yet often overlooked audience: Canadian news junkies.
Leading California Energy into the Future: California Resources Corporation Releases 2024 Sustainability Report — Neutral
CRC GlobeNewsWire — September 18, 2025LONG BEACH, Calif., Sept. 18, 2025 (GLOBE NEWSWIRE) -- California Resources Corporation (NYSE: CRC) today announced the publication of its 2024 Sustainability Report Summary and 2024 Sustainability Report.
Darden Restaurants stock drops on 1Q earnings miss — Negative
DRI Proactive Investors — September 18, 2025Darden Restaurants Inc (NYSE:DRI) shares slid 10% to $189.11 in early trading on Thursday after the restaurant chain reported mixed financial results for its first quarter 2026. The company posted adjusted earnings per share for the period of $1.97, falling short of the $2 consensus analyst forecast provided by LSEG.
Fed cut buys: gold stocks, banks, grocers and emerging markets — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — September 18, 2025The Federal Reserve's rate cut this week comes during atypical economic conditions, UBS strategists pointed out, and so investors may not have a playbook for how to react. In short, history suggests it should be good for gold, tech, some banking stocks, bad for the dollar, which is good for emerging markets.
Nebius Reaffirms $2B Capex for 2025: Enough to Fuel Expansion? — Positive
NBIS Zacks Investment Research — September 18, 2025NBIS reaffirms $2 billion 2025 capex, doubling down on AI infrastructure growth while rivals ramp up massive spending of their own.
Can D.R. Horton Outperform Peers Amid Supply-Chain Stabilization? — Neutral
DHI Zacks Investment Research — September 18, 2025D.R. Horton, Inc. DHI has been able to navigate the challenging homebuilding market conditions since the start of fiscal 2025 due to its disciplined operating model. Despite the ongoing pressures from affordability issues and cautious consumer sentiments, the company's net sales orders inched up 0.3% year over year to 23,071 in the third quarter of fiscal 2025.
Gorilla Swings 13% Higher on $1.4B Freyr Deal in Southeast Asia — Positive
GRRR Zacks Investment Research — September 18, 2025GRRR surges 13% after sealing a $1.4B deal with Freyr to build and run AI data centers across Southeast Asia.
Best Momentum Stock to Buy for September 18th — Positive
ATEYY GLW VEON Zacks Investment Research — September 18, 2025ATEYY, GLW and VEON made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 18, 2025.
CHIQ: China's Consumer Weaknesses Are SPY's Gains — Positive
CHIQ SPY Seeking Alpha — September 18, 2025SPDR® S&P 500 ETF Trust is favored for short-term gains as China's economic weakness may prompt trade concessions benefiting U.S. equities. Global X MSCI China Consumer Disc ETF is rated a Hold due to constrained Chinese consumer demand and persistent deflationary pressures. SPY offers lower costs and stronger dividend growth, while CHIQ's valuation is attractive but faces near-term economic headwinds in China.
Jabil (JBL) Earnings Expected to Grow: Should You Buy? — Neutral
JBL Zacks Investment Research — September 18, 2025Jabil (JBL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Costco (COST) Earnings Expected to Grow: Should You Buy? — Neutral
COST Zacks Investment Research — September 18, 2025Costco (COST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Olive Garden Parent Burned By Weak Earnings Report — Negative
DRI Schaeffers Research — September 18, 2025Shares of Darden Restaurants Inc (NYSE:DRI) are down 9.7% this morning to trade at $188.61, after the Olive Garden parent posted earnings of $1.97 per share, missing expectations, while revenue of $3.04 billion came in line with forecasts.