Will STRL's Guidance Hike Prove Conservative Amid Data Center Boom? — Positive
STRL Zacks Investment Research — September 12, 2025Sterling Infrastructure, Inc. STRL is currently gaining from data center demand trends, which are soaring as the days pass. The rise in demand for AI-based solutions, data creation, cloud migration and the shift toward sustainability and efficient work processes are all creating this seamless and never-ending demand for data center projects, thus boosting companies like Sterling.
Roper's Application Software Growth Picks Up: A Sign of More Upside? — Positive
ROP Zacks Investment Research — September 12, 2025ROP's Application Software unit gains traction with SaaS and GenAI-driven growth, prompting a higher 2025 revenue outlook.
Can Chipotle's Expansion Beyond North America Deliver Growth? — Positive
CMG Zacks Investment Research — September 12, 2025CMG is betting on global growth with strong gains in Canada, Europe and the Middle East.
Netflix stock has seen a massive surge, rising by over 70% over the past year. The gains follow two smart moves Netflix made post the pandemic, namely cracking down on password sharing and rolling out a cheaper, ad-supported tier.
Innodata (INOD) , a company that provides AI-enabled software platforms and managed services for data engineering, supporting companies with data solutions to train AI and machine learning algorithms globally, saw its stock hit day 6 of a continuous streak of days with gains. Cumulative gains over this period amount to a 66% return.
SOUTHERN PINES, N.C. , Sept. 12, 2025 /PRNewswire/ -- The Board of Directors of First Bancorp (NASDAQ: FBNC) (the "Company"), the parent company of First Bank, has declared a cash dividend on its common stock of $0.23 per share payable on October 25, 2025 to shareholders of record as of September 30, 2025.
Imperial Petroleum Inc. Declares Dividend on Series A Preferred Shares — Neutral
IMPP GlobeNewsWire — September 12, 2025ATHENS, Greece, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Imperial Petroleum Inc. (Nasdaq: IMPP) (the “Company”), a ship-owning company providing petroleum products, crude oil, and drybulk seaborne transportation services, today announced a dividend of $0.546875 per share on its 8.75% Series A Cumulative Redeemable Perpetual Preferred Stock (the “Series A Preferred Shares”), payable on September 30, 2025 to holders of record as of September 25, 2025. The dividend payment relates to the period from the last dividend payment date for the Series A Preferred Shares on June 30, 2025 through September 29, 2025.
Maplebear Inc. (CART) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript) — Neutral
CART Seeking Alpha — September 12, 2025Maplebear Inc. (NASDAQ:CART ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 1:08 PM EDT Company Participants Chris Rogers - CEO, President & Director Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst I'm excited to have the team from Instacart here. We've got Chris Rogers, now CEO of Instacart.
Is Oracle's AI Rally Make-Believe? (Rating Downgrade) — Neutral
ORCL Seeking Alpha — September 12, 2025Oracle Corporation shares surged 40% on remaining performance obligations up 359% and cloud infrastructure growth guidance raised to 77% from 70%. ORCL's multicloud strategy and major AI partnerships, including a $300B OpenAI deal, are legs of AI optimism, but expectations may be running ahead of fundamentals. Despite robust cloud and AI momentum, Oracle still missed top and bottom line estimates, and its valuation is now at dot-com era highs, signaling overextension.
Electra Signs Term Sheet with Ontario for C$17.5 Million as Part of C$100 Million Cobalt Refinery Investment — Neutral
ELBM GlobeNewsWire — September 12, 2025TORONTO, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) is pleased to announce it has signed a term sheet for C$17.5 million in proposed funding from Invest Ontario, an agency of the Government of Ontario, to support construction of its cobalt sulfate refinery in Temiskaming Shores. Once operational, the facility will be the first in North America dedicated to producing battery-grade cobalt sulfate.
Intuitive Introduces Real-Time Surgical Insights for da Vinci 5 — Neutral
ISRG GlobeNewsWire — September 12, 2025SUNNYVALE, Calif., Sept. 12, 2025 (GLOBE NEWSWIRE) -- Intuitive (Nasdaq: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced the first in a series of new software capabilities for da Vinci 5, designed to enhance surgeon and hospital efficiency through the delivery of a range of real-time surgical insights.
First Northwest Bancorp and First Fed Bank name Curt Queyrouze as CEO and President — Neutral
FNWB GlobeNewsWire — September 12, 2025PORT ANGELES, Wash., Sept. 12, 2025 (GLOBE NEWSWIRE) -- First Northwest Bancorp (Nasdaq: FNWB) (“First Northwest”) and its subsidiary First Fed Bank (“First Fed” and, together with First Northwest, the “Company”) are pleased to announce today that Curt Queyrouze will become the Company's new Chief Executive Officer and President, starting on September 17, 2025.
Net Income Increases 295% AtlasClear Holdings Reports for its Wholly Owned Subsidiary, Wilson-Davis & Co., Inc. — Neutral
ATCH Business Wire — September 12, 2025TAMPA, Fla.--(BUSINESS WIRE)--AtlasClear Holdings, Inc. (NYSE American: ATCH) today announced that is wholly-owned subsidiary, Wilson-Davis & Co, Inc. (“WDCO”), reported audited financials to its regulatory authority timely that included material improvements in revenue, net income, net capital, and announces a new introducing broker-dealer, Dawson James Securities, has executed a contract to become a correspondent clearing client. Wilson-Davis reported financials that reflect Year End 06/3.
Terreno Realty Corporation Announces Lease in Lynwood, CA — Neutral
TRNO Business Wire — September 12, 2025BELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Lease in Lynwood, CA.
LOS ANGELES & NEW YORK--(BUSINESS WIRE)--3G Capital Completes Acquisition of Skechers.
Joby Plans to Jumpstart US Operations through White House eVTOL Integration Program — Neutral
JOBY Business Wire — September 12, 2025SANTA CRUZ, Calif.--(BUSINESS WIRE)---- $JOBY--Joby Aviation, Inc. (NYSE:JOBY), a company developing air taxis for commercial passenger service, today announced plans to participate in the White House eVTOL Integration Pilot Program (eIPP). The President's recent Executive Order (EO) directs the Department of Transportation (DOT) and Federal Aviation Administration (FAA) to ensure that mature eVTOL (electric vertical take off and landing) aircraft can begin operations in select markets ahead of full FAA.
AMERANT BANK EXPANDS FOOTPRINT TO MIAMI BEACH WITH NEW BANKING CENTER — Neutral
AMTB GlobeNewsWire — September 12, 2025Coral Gables, FL, Sept. 12, 2025 (GLOBE NEWSWIRE) -- MIAMI BEACH, FL (September 12, 2025) — Amerant Bank, Florida's bank of choice with a growing presence throughout the state, announces the opening of its first-ever Miami Beach Banking Center, located at 427 W 41 St. This new location marks Amerant's 21st banking center in Florida, and another significant step in the bank's ongoing expansion across South Florida, following the recent grand opening of its West Palm Beach Banking Center and Regional Office earlier this summer.
Not Just NVDA: 3 Semiconductor Stocks Struggling This Quarter — Neutral
MRVL NVDA TXN MarketBeat — September 12, 2025Semiconductor super stocks like NVIDIA Corp. NASDAQ: NVDA have been some of the market's biggest winners over the last few years. Still, even rallies supported by strong fundamentals need an occasional breather.
Adobe 3Q revenue, earnings beat on AI product demand — Positive
ADBE Proactive Investors — September 12, 2025Adobe Inc (NASDAQ:ADBE) announced better than expected financial results for its third quarter 2025, boosted by the company' AI-driven offerings. The design software maker reported revenue for the quarter that rose 11% year over year to a record $5.99 billion, surpassing the analyst consensus estimate of $5.91 billion, based on data compiled by LSEG.
3 Mid-Cap Energy Firms Analysts See Moving Up to the Big Leagues — Negative
CRGY MTDR NOG MarketBeat — September 12, 2025Among the worst-performing portions of the market of 2025, the energy sector may be ripe for a shake-up. Demand growth for some energy products is slowing while many investors seek to divest their holdings from fossil fuels, prompting companies to reduce their exploration budgets.