Radian Group Inc. (RDN) M&A Call Transcript — Neutral

RDN   Seeking Alpha — September 18, 2025

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.

image for news Radian Group Inc. (RDN) M&A Call Transcript

Darden Q1 Earnings Miss Estimates, Revenues Top, Stock Down — Negative

DRI   Zacks Investment Research — September 18, 2025

DRI's first-quarter earnings miss expectations while revenues beat, sending the stock down 8% despite a raised sales outlook.

image for news Darden Q1 Earnings Miss Estimates, Revenues Top, Stock Down

Intel Stock Eyes Best Day Ever After Nvidia Investment — Positive

INTC  NVDA   Schaeffers Research — September 18, 2025

Intel 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.

image for news Intel Stock Eyes Best Day Ever After Nvidia Investment

Waymo, Via Strike Robo-Taxi Deal. Tesla Is Falling Behind. — Positive

GOOG  GOOGL  TSLA   Barrons — September 18, 2025

The Waymo-Via Transportation partnership comes a day after Waymo and Lyft announced plans for self-driving taxis in Nashville.

image for news Waymo, Via Strike Robo-Taxi Deal. Tesla Is Falling Behind.

Rithm's $1.6B Paramount Play Signal Big City Comeback, Shares React — Positive

RITM   Zacks Investment Research — September 18, 2025

RITM's $1.6B PGRE acquisition boosts its real estate push, sending shares higher while Paramount sinks on deal terms.

image for news Rithm's $1.6B Paramount Play Signal Big City Comeback, Shares React

CG Oncology, Inc. (CGON) Moves 5.5% Higher: Will This Strength Last? — Positive

CGON   Zacks Investment Research — September 18, 2025

CG 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.

image for news CG Oncology, Inc. (CGON) Moves 5.5% Higher: Will This Strength Last?

SYK Partners With Siemens Healthineers to Boost Stroke, Aneurysm Care — Positive

SYK   Zacks Investment Research — September 18, 2025

Stryker teams with Siemens Healthineers to develop a robotic ecosystem aimed at advancing stroke and aneurysm care.

image for news SYK Partners With Siemens Healthineers to Boost Stroke, Aneurysm Care

Strength Seen in Xencor (XNCR): Can Its 7.3% Jump Turn into More Strength? — Positive

XNCR   Zacks Investment Research — September 18, 2025

Xencor (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.

image for news Strength Seen in Xencor (XNCR): Can Its 7.3% Jump Turn into More Strength?

Stagwell (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.

image for news Canadians Echo the Trend: News Advertising Study Reveals Brands Can and Should Advertise in Trusted News Environments

LONG 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.

image for news Leading California Energy into the Future: California Resources Corporation Releases 2024 Sustainability Report

Darden Restaurants stock drops on 1Q earnings miss — Negative

DRI   Proactive Investors — September 18, 2025

Darden 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.

image for news Darden Restaurants stock drops on 1Q earnings miss

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, 2025

The 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.

image for news Fed cut buys: gold stocks, banks, grocers and emerging markets

Nebius Reaffirms $2B Capex for 2025: Enough to Fuel Expansion? — Positive

NBIS   Zacks Investment Research — September 18, 2025

NBIS reaffirms $2 billion 2025 capex, doubling down on AI infrastructure growth while rivals ramp up massive spending of their own.

image for news Nebius Reaffirms $2B Capex for 2025: Enough to Fuel Expansion?

Can D.R. Horton Outperform Peers Amid Supply-Chain Stabilization? — Neutral

DHI   Zacks Investment Research — September 18, 2025

D.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.

image for news Can D.R. Horton Outperform Peers Amid Supply-Chain Stabilization?

Gorilla Swings 13% Higher on $1.4B Freyr Deal in Southeast Asia — Positive

GRRR   Zacks Investment Research — September 18, 2025

GRRR surges 13% after sealing a $1.4B deal with Freyr to build and run AI data centers across Southeast Asia.

image for news Gorilla Swings 13% Higher on $1.4B Freyr Deal in Southeast Asia

Best Momentum Stock to Buy for September 18th — Positive

ATEYY  GLW  VEON   Zacks Investment Research — September 18, 2025

ATEYY, GLW and VEON made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 18, 2025.

image for news Best Momentum Stock to Buy for September 18th

CHIQ: China's Consumer Weaknesses Are SPY's Gains — Positive

CHIQ  SPY   Seeking Alpha — September 18, 2025

SPDR® 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.

image for news CHIQ: China's Consumer Weaknesses Are SPY's Gains

Jabil (JBL) Earnings Expected to Grow: Should You Buy? — Neutral

JBL   Zacks Investment Research — September 18, 2025

Jabil (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.

image for news Jabil (JBL) Earnings Expected to Grow: Should You Buy?

Costco (COST) Earnings Expected to Grow: Should You Buy? — Neutral

COST   Zacks Investment Research — September 18, 2025

Costco (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.

image for news Costco (COST) Earnings Expected to Grow: Should You Buy?

Olive Garden Parent Burned By Weak Earnings Report — Negative

DRI   Schaeffers Research — September 18, 2025

Shares 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.

image for news Olive Garden Parent Burned By Weak Earnings Report