Abercrombie & Fitch: Discounted Valuations Offer Deep Value Buy Opportunity — Positive
ANF Seeking Alpha — September 16, 2025Abercrombie & Fitch's H1'25 outperformance and raised FY2025 guidance exemplify why the worst may already be over, with FY2026 likely bringing forth easier YoY comparisons. This is especially since the retailer continues to report a rich operating margin of 11.7% in H1'25, up from the 5-year mean of 11%, with it well balancing the decelerating growth profile. Thanks to ANF's rich cash flow generation, the company has been able to report zero debt and accelerated share retirement at -24.3% since FY2019.
CoreWeave Rises 25% in a Month: Is There More Room for Growth? — Positive
CRWV Zacks Investment Research — September 16, 2025CRWV surges 25% in a month on soaring AI demand, but steep capex and leverage cloud the outlook.
Krystal Biotech Stock Up on FDA Nod to Vyjuvek Label Update — Positive
KRYS Zacks Investment Research — September 16, 2025KRYS shares jump after the FDA expands Vyjuvek's label to include DEB patients from birth, with added at-home use flexibility.
American Express Expands Premium Travel With New Digital Features — Positive
AXP Zacks Investment Research — September 16, 2025AXP enhances its travel edge with a new app, digital passport and smarter lounge access for card members.
National Bank Holdings Corporation (NBHC) M&A Call Transcript — Neutral
NBHC Seeking Alpha — September 16, 2025National Bank Holdings Corporation (NYSE:NBHC ) M&A Call September 16, 2025 11:00 AM EDT Company Participants Tim Laney - Founder, Chairman & CEO Nicole Van Denabeele - Executive VP & CFO Aldis Birkans - President Conference Call Participants Jeff Rulis - D.A. Davidson & Co., Research Division Kelly Motta - Keefe, Bruyette, & Woods, Inc., Research Division Brett Rabatin - Hovde Group, LLC, Research Division Presentation Operator Good morning, everyone, and welcome to the National Bank Holdings Corporation Conference Call.
Sysco Corporation (SYY) Presents at Wells Fargo 8th Annual Consumer Conference Transcript — Neutral
SYY Seeking Alpha — September 16, 2025Sysco Corporation (NYSE:SYY ) Wells Fargo 8th Annual Consumer Conference September 16, 2025 11:00 AM EDT Company Participants Kevin Hourican - CEO & Chairman Kenny Cheung - CFO & Executive VP Conference Call Participants Edward Kelly - Wells Fargo Securities, LLC, Research Division Presentation Edward Kelly Wells Fargo Securities, LLC, Research Division All right. Good morning, everyone, and welcome to the Wells Fargo Consumer Conference.
Oracle: 2,200% YoY Total Bookings Growth Implies Multi-Year Revenue Acceleration — Neutral
ORCL Seeking Alpha — September 16, 2025Oracle's 1Q FY2026 reported 360% YoY growth in RPO, reflecting a staggering 2,200% YoY surge in total bookings driven by multiple large deals with hyperscalers. The company guided to a 70% CAGR for Oracle Cloud Infrastructure (OCI) from FY2026 to FY2030, with growth expected to peak at 128% YoY in FY2028 before slowing thereafter. OCI revenue currently represents 22.4% of total revenue and is expected to rise significantly in the coming years, driving faster top line growth.
PayPal Links Boosts P2P Payments With Crypto & Global Reach — Positive
PYPL Zacks Investment Research — September 16, 2025PYPL launches PayPal links to add crypto to P2P transfers and expand global reach with Venmo and digital wallets.
Uranium ETF (URNJ) Hits New 52-Week High — Positive
URNJ Zacks Investment Research — September 16, 2025URNJ has surged 136.55% from its low, hitting a 52-week high as uranium demand outlook brightens with AI-driven energy needs.
Fastly (FSLY) Soars 13.3%: Is Further Upside Left in the Stock? — Positive
FSLY Zacks Investment Research — September 16, 2025Fastly (FSLY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Eli Lilly to invest $5B on Virginia plant amid Trump's pharma tariff threats — Positive
LLY Fox Business — September 16, 2025Pharmaceutical giant Eli Lilly expanded its Virginia facility investment plans to $5 billion from original $2.1 billion amid the Trump administration tariff threats on drug imports.
Rivian Is Building a Georgia Factory in the Face of an EV Slump — Negative
RIVN WSJ — September 16, 2025The plant, scheduled to open in 2028, would support the company's R2 SUV and smaller R3 crossover models.
4 Stocks Trading Near 52-Week High With More Upside Potential — Positive
ATRO COMM FLS ZION Zacks Investment Research — September 16, 2025Stocks like COMM, ZION, ATRO and FLS are seeing price strength and have a high chance of carrying the momentum forward.
JD.com: The Value Story May Soon Turn Into A Growth Story — Positive
JD Seeking Alpha — September 16, 2025JD.com remains a "Buy," supported by strong value at a P/E under 13x and robust growth estimates, despite recent underperformance. Q2 results were solid, with 22% YoY revenue growth and significant profit margin expansion, driven by JD Retail and growing services revenue. Valuation is attractive; applying a 12x multiple to normalized EPADS suggests a $51 price target, though risks include tariffs, competition, and regulatory issues.
Broadcom: Time To Get Out Before The Pain Starts
2 Must-Buy ETFs if You Want to Outperform the SPY — Positive
SMH SPMO 24/7 Wall Street — September 16, 2025Beating the S&P 500 is what every investor aims to do, and doing so for a long time is a coveted achievement.
With the major indices continuing to set fresh records, it can be tough for investors to feel comfortable buying into names already trading at highs. However, at the other end of the spectrum, it can be just as tough to buy into a stock that has been sinking like a stone—or, as Wall Street likes to say, to catch a falling knife.
Elevated Costs Challenge Coca-Cola: How Will the Brand Adapt? — Positive
KO Zacks Investment Research — September 16, 2025KO faces rising costs, but it relies on strategic pricing, innovation and portfolio strength to protect margins.
Barclays Touches 52-Week High: How to Approach the Stock Now? — Positive
BCS Zacks Investment Research — September 16, 2025BCS hits a 52-week high with a 58.4% YTD jump, fueled by streamlining, cost cuts and strong capital returns.
InMed to Present at the Life Sciences Virtual Investor Forum September 18th, 2025 — Neutral
INM GlobeNewsWire — September 16, 2025VANCOUVER, British Columbia, Sept. 16, 2025 (GLOBE NEWSWIRE) -- InMed Pharmaceuticals Inc. (NASDAQ: INM) (“InMed” or the “Company”), a pharmaceutical company focused on developing a pipeline of proprietary small molecule drug candidates for diseases with high unmet medical needs, today announced that Eric A. Adams, InMed's CEO, will present live at the Life Sciences Virtual Investor Forum hosted by VirtualInvestorConferences.com, on September 18th, 2025.