CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss how OpenAI is fueling Nvidia rivals like Oracle's $300 billion cloud deal.
POSCO Holdings: Korean Steel Giant At Crisis Poised For A Turnaround — Negative
PKX Seeking Alpha — September 11, 2025POSCO 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.
DELL vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now? — Positive
APLD DELL Zacks Investment Research — September 11, 2025Dell Technologies is gaining ground in AI infrastructure with strong server demand, solid earnings, and attractive valuation, outpacing Applied Digital.
Capital One Sues FDIC, Alleging Overcharge in Banking Crisis-Related Special Assessment — Negative
COF PYMNTS — September 11, 2025Capital 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.
Oracle is part of an elite club that tops the S&P 500 for huge jumps in sales estimates — Positive
IVV ORCL SPLG SPXL SPY SSO UPRO VOO Market Watch — September 11, 2025Only 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.
Cheetah Mobile Inc. (CMCM) Q2 2025 Earnings Call Transcript — Neutral
CMCM Seeking Alpha — September 11, 2025Cheetah 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.
Justice Department sues Uber for allegedly discriminating against people with disabilities — Negative
UBER TechCrunch — September 11, 2025The 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.
D.A. Davidson raised its price target on Nvidia. Gil Luria explains why — Positive
NVDA CNBC Television — September 11, 2025Gil Luria, D.A. Davidson managing director, joins 'Power Lunch' to discuss the firm's investing thesis on Nvidia and Apple.
NuScale Power vs. Nano Nuclear: Which Nuclear Stock Has an Edge Now? — Positive
NNE SMR Zacks Investment Research — September 11, 2025SMR benefits from SMR progress while NNE pushes ahead with microreactor partnerships in the race for clean energy growth.
ETF of the Week: Thornburg Multi Sector Bond ETF (TMB) — Neutral
TMB ETF Trends — September 11, 2025VettaFi'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.
These ETFs are a one-stop shop for global diversification.
Anglo Teck: A New Copper Empire Is Quietly Taking Shape — Positive
AAUKF NGLOY TECK Benzinga — September 11, 2025Anglo 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.
Paramount Skydance's prepares Ellison family-backed bid for Warner Bros. Discovery — Positive
PSKY WBD CNBC Television — September 11, 2025CNBC's Julia Boorstin joins 'The Exchange' to discuss Paramount Skydance's plan to bid for Warner Bros. Discovery.
Uber sued by DOJ for alleged discrimination against disabled riders — Negative
UBER CNBC — September 11, 2025The 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.
Avidity Biosciences: Maintaining 'Strong Buy' Rating Based On Accelerated Approval Filing For Del-Zota — Positive
RNA Seeking Alpha — September 11, 2025Avidity 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.
EVER Rallies 16.3% YTD, Trades at Premium: Should You Buy the Stock? — Neutral
EVER Zacks Investment Research — September 11, 2025EverQuote leans on AI, data and a stronger auto focus to drive growth, but faces rising costs, stiff competition and regulatory risks.
Victory Capital's August AUM Climbs 1.3% to $303.7B on Equity Gains — Positive
VCTR Zacks Investment Research — September 11, 2025VCTR's August AUM rose to $303.7B, lifted by equity gains and strength in its multi-boutique model.
Inno Holdings Inc. Announces Closing of $7.2 Million Registered Direct Offering — Neutral
INHD GlobeNewsWire — September 11, 2025HONG 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.
Northrop Grumman Corporation (NOC) Presents At Morgan Stanley's 13th Annual Laguna Conference (Transcript) — Neutral
NOC Seeking Alpha — September 11, 2025Northrop 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.
Canadian National Railway Company (CNR:CA) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript — Neutral
CNI CNR Seeking Alpha — September 11, 2025Canadian 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.