Oracle's concentration risk — Neutral

ORCL   CNBC Television — September 11, 2025

CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss how OpenAI is fueling Nvidia rivals like Oracle's $300 billion cloud deal.

image for news Oracle's concentration risk

POSCO Holdings: Korean Steel Giant At Crisis Poised For A Turnaround — Negative

PKX   Seeking Alpha — September 11, 2025

POSCO Holdings is undervalued versus global peers, trading at a P/B of 0.39x, and offers an attractive entry point after a 60% price decline. I expect further USD weakness, a rally in Korean equities, and likely passage of the K-Steel Act to act as catalysts for PKX. Risks include continued Chinese steel dumping and a worsening global economic slowdown, which could impact PKX's profitability and demand.

image for news POSCO Holdings: Korean Steel Giant At Crisis Poised For A Turnaround

DELL vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now? — Positive

APLD  DELL   Zacks Investment Research — September 11, 2025

Dell Technologies is gaining ground in AI infrastructure with strong server demand, solid earnings, and attractive valuation, outpacing Applied Digital.

image for news DELL vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now?

Capital One reportedly sued the Federal Deposit Insurance Corp., alleging that the regulator overcharged the bank by $149.2 million during a special assessment meant to make up for the deposit insurance fund's losses resulting from the collapses of Silicon Valley Bank and Signature Bank in 2023.

image for news Capital One Sues FDIC, Alleging Overcharge in Banking Crisis-Related Special Assessment

Only three companies in the S&P 500 have seen 2028 revenue estimates rise by more than 20% since the end of June. They all have links to the AI boom.

image for news Oracle is part of an elite club that tops the S&P 500 for huge jumps in sales estimates

Cheetah Mobile Inc. (CMCM) Q2 2025 Earnings Call Transcript — Neutral

CMCM   Seeking Alpha — September 11, 2025

Cheetah Mobile Inc. (NYSE:CMCM ) Q2 2025 Earnings Call September 11, 2025 7:00 AM EDT Company Participants Jing Zhu - IR Director Sheng Fu - Chairman of the Board & CEO Thomas Jintao Ren - CFO & Director Conference Call Participants Thomas Chong - Jefferies LLC, Research Division Yi Jing Wei - Citigroup Inc., Research Division Liping Zhao - China International Capital Corporation Limited, Research Division Joanna Ma Presentation Operator Good day, and welcome to the Cheetah Mobile Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

image for news Cheetah Mobile Inc. (CMCM) Q2 2025 Earnings Call Transcript

The U.S. Justice Department has filed a lawsuit against Uber, accusing the ride-hailing company of violating federal law by discriminating against people with physical disabilities.

image for news Justice Department sues Uber for allegedly discriminating against people with disabilities

D.A. Davidson raised its price target on Nvidia. Gil Luria explains why — Positive

NVDA   CNBC Television — September 11, 2025

Gil Luria, D.A. Davidson managing director, joins 'Power Lunch' to discuss the firm's investing thesis on Nvidia and Apple.

image for news D.A. Davidson raised its price target on Nvidia. Gil Luria explains why

NuScale Power vs. Nano Nuclear: Which Nuclear Stock Has an Edge Now? — Positive

NNE  SMR   Zacks Investment Research — September 11, 2025

SMR benefits from SMR progress while NNE pushes ahead with microreactor partnerships in the race for clean energy growth.

image for news NuScale Power vs. Nano Nuclear: Which Nuclear Stock Has an Edge Now?

ETF of the Week: Thornburg Multi Sector Bond ETF (TMB) — Neutral

TMB   ETF Trends — September 11, 2025

VettaFi's Head of Research Todd Rosenbluth discussed the Thornburg Multi Sector Bond ETF (TMB) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit the Portfolio Strategies Content Hub.

image for news ETF of the Week: Thornburg Multi Sector Bond ETF (TMB)

3 Great ETFs That Invest Globally — Positive

ACWV  JPIB  VT   Morningstar — September 11, 2025

These ETFs are a one-stop shop for global diversification.

image for news 3 Great ETFs That Invest Globally

Anglo Teck: A New Copper Empire Is Quietly Taking Shape — Positive

AAUKF  NGLOY  TECK   Benzinga — September 11, 2025

Anglo American Plc's NGLOY AAUKF bold tie-up with Teck Resources Ltd TECK is shaping up to be more than just another mining merger—it's a copper power play that could redraw the global commodities map.

image for news Anglo Teck: A New Copper Empire Is Quietly Taking Shape

Paramount Skydance's prepares Ellison family-backed bid for Warner Bros. Discovery — Positive

PSKY  WBD   CNBC Television — September 11, 2025

CNBC's Julia Boorstin joins 'The Exchange' to discuss Paramount Skydance's plan to bid for Warner Bros. Discovery.

image for news Paramount Skydance's prepares Ellison family-backed bid for Warner Bros. Discovery

The Department of Justice sued Uber, alleging the ride-hailing giant discriminated against riders with disabilities, according to a filing. The DOJ alleged that Uber and its drivers "routinely refuse to serve individuals with disabilities, including individuals who travel with service animals or who use stowable wheelchairs.

image for news Uber sued by DOJ for alleged discrimination against disabled riders

Avidity Biosciences remains a Strong Buy for me, driven by Del-zota's promising data in targeting Duchenne Muscular Dystrophy exon 44 skipping patients. Del-zota showed sustained 25% dystrophin production and 80% CK reduction over 16 months, with functional improvements versus natural history. A BLA filing for Del-zota under Accelerated Approval is expected by year-end 2025, with additional data and catalysts ahead in 2025-2026.

image for news Avidity Biosciences: Maintaining 'Strong Buy' Rating Based On Accelerated Approval Filing For Del-Zota

EVER Rallies 16.3% YTD, Trades at Premium: Should You Buy the Stock? — Neutral

EVER   Zacks Investment Research — September 11, 2025

EverQuote leans on AI, data and a stronger auto focus to drive growth, but faces rising costs, stiff competition and regulatory risks.

image for news EVER Rallies 16.3% YTD, Trades at Premium: Should You Buy the Stock?

Victory Capital's August AUM Climbs 1.3% to $303.7B on Equity Gains — Positive

VCTR   Zacks Investment Research — September 11, 2025

VCTR's August AUM rose to $303.7B, lifted by equity gains and strength in its multi-boutique model.

image for news Victory Capital's August AUM Climbs 1.3% to $303.7B on Equity Gains

HONG KONG, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Inno Holdings Inc. (NASDAQ: INHD) (the “Company”), a trade-focused building technology and electronic products trading company, today announced the closing of the registered direct offering with institutional investors of approximately $7.2 million of shares of Common Stock and Pre-Funded Warrants at a price of $3.60 per share of Common Stock or $3.59999 per Pre-Funded Warrant.

image for news Inno Holdings Inc. Announces Closing of $7.2 Million Registered Direct Offering

Northrop Grumman Corporation (NYSE:NOC ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 12:15 PM EDT Company Participants Kathy Warden - Chair, CEO & President Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Presentation Kristine Liwag Executive Director, Head of Aerospace & Defense Equity Research and Equity Analyst Okay. Great. So we'll get started.

image for news Northrop Grumman Corporation (NOC) Presents At Morgan Stanley's 13th Annual Laguna Conference (Transcript)

Canadian National Railway Company (TSX:CNR:CA ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 10:00 AM EDT Company Participants Tracy Robinson - President, CEO & Director Ghislain Houle - Executive VP & CFO Conference Call Participants Ravi Shanker - Morgan Stanley, Research Division Presentation Ravi Shanker MD & Lead Analyst Great. Welcome back to day 2 of the 13th Annual Laguna Conference, and we have a whole day of airlines and transportation content today.

image for news Canadian National Railway Company (CNR:CA) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript