Oxford Industries Q2 Earnings: Not Much To Celebrate — Neutral
OXM Seeking Alpha — September 11, 2025Despite the stock's 20% surge, Oxford Industries reported weak Q2 earnings. Oxford's sales continue to fall despite fast store openings. Deteriorating margins reflect significant tariff pressure and rapid sales deleverage. The reaffirmed FY 2025 outlook suggests continued earnings pressure and subdued sales. Oxford's overall brand portfolio still has a weak outlook ahead.
Telix Pharmaceuticals Limited (TLX) Hits Another Roadblock After SEC Subpoena, Shares Fall Again – Hagens Berman — Neutral
TLX GlobeNewsWire — September 11, 2025SAN FRANCISCO, Sept. 11, 2025 (GLOBE NEWSWIRE) -- On August 28, 2025, investors in Telix Pharmaceuticals Limited (NASDAQ: TLX) saw the price of their American Depositary Shares fall about 16% after the company said the FDA sought more data on its drug to detect a form of kidney cancer.
Trimble Inc. (TRMB) Presents At Piper Sandler Growth Frontiers Conference (Transcript) — Neutral
TRMB Seeking Alpha — September 11, 2025Trimble Inc. (NASDAQ:TRMB ) Piper Sandler Growth Frontiers Conference September 11, 2025 11:30 AM EDT Company Participants Phillip Sawarynski - Senior VP & CFO Conference Call Participants Clarke Jeffries - Piper Sandler & Co., Research Division Presentation Clarke Jeffries VP & Senior Research Analyst Well, hello. My name is Clarke Jeffries, I'm a software research analyst here at Piper Sandler.
Amazon's latest grocery expansion pushed supermarkets toward Instacart, its incoming CEO said — Positive
AMZN CART Business Insider — September 11, 2025Amazon and Instacart are two of the biggest players in grocery delivery. Instacart got a boost from Amazon's same-day grocery expansion last month, the delivery app said.
AMD Stock Slipped, But Is It a Breakout Opportunity in Disguise? — Neutral
AMD MarketBeat — September 11, 2025Investors following Advanced Micro Devices NASDAQ: AMD are navigating a classic market contradiction. AMD's stock price has seen a notable pullback of over 7% from its recent highs, a move that often suggests underlying weakness.
Soleno Therapeutics (SLNO) Drops Amid Critical Scorpion Report -- Hagens Berman — Neutral
SLNO GlobeNewsWire — September 11, 2025SAN FRANCISCO, Sept. 11, 2025 (GLOBE NEWSWIRE) -- On August 15, 2025, shares in Soleno Therapeutics, Inc. (NASDAQ: SLNO) experienced a significant drop following the release of a highly critical report by Scorpion Capital.
Oddity Tech Ltd. (ODD) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript — Neutral
ODD Seeking Alpha — September 11, 2025Oddity Tech Ltd. (NASDAQ:ODD ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 10:20 AM EDT Company Participants Lindsay Mann - Global Chief Financial Officer Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Presentation Bonnie Herzog MD & Senior Consumer Analyst Hello, everyone.
Buy GrowGeneration - Trump Administration Considers Less Dangerous Drug Status For Cannabis — Neutral
GRWG Seeking Alpha — September 11, 2025I recommend a modest BUY position in GrowGeneration, leveraging a covered call strategy for enhanced returns with limited risk. The near-term call option sale offers a 5.8% return in 39 days, annualizing to 54.7%, with strong liquidity in GRWG options. Upside for GrowGeneration hinges on cannabis rescheduling and removal of 280E taxation, which would benefit its core customers.
Gold is the ‘canary in the coal mine' as Trump policies risk ‘a real financial market crisis' – AEI's Lachman — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — September 11, 2025Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Beyond EVs: How Tesla Energy will Power the Next Growth Phase — Neutral
TSLA Zacks Investment Research — September 11, 2025While a slowing EV market has created short-term investor doubts, Tesla's underrated energy division is on fire its robotaxi business will scale quickly and its Optimus robot will move to mass production early next year.
Microsoft execs tell employees in internal meeting RTO is backed by data that shows in-office workers are 'thriving' — Neutral
MSFT Business Insider — September 11, 2025Microsoft explained its new, stricter return-to-office policy by citing internal employee data. Remote work weakened social ties, impacting innovation, according to Microsoft CEO Satya Nadella.
CSX Corporation (CSX) Corporation Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript — Neutral
CSX Seeking Alpha — September 11, 2025CSX Corporation (NASDAQ:CSX ) Corporation Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 11:30 AM EDT Company Participants Joseph Hinrichs - President, CEO & Director Conference Call Participants Ravi Shanker - Morgan Stanley, Research Division Presentation Ravi Shanker MD & Lead Analyst Great. Next up, we have CSX railroad.
MillerKnoll: Stuck In The Office, Cheap But Not Cheap Enough — Negative
MLKN Seeking Alpha — September 11, 2025MillerKnoll's merger failed to deliver on promised growth, with stagnant sales and disappointing margins amid tough industry conditions. Despite cost synergies and share buybacks, leverage remains high and earnings are heavily adjusted, raising concerns about long-term sustainability. Valuation appears cheap at current levels, but the lack of clear growth, high debt, and a weak track record justify my continued caution.
Clarivate Plc (CLVT) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript — Neutral
CLVT Seeking Alpha — September 11, 2025Clarivate Plc (NYSE:CLVT ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 11:50 AM EDT Company Participants Matti Shem Tov - CEO & Director Jonathan Collins - Executive VP & CFO Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Presentation Keen Fai Tong Research Analyst All right. Good morning, and welcome.
Kite Realty Group Trust (KRG) Presents At BofA Securities 2025 Global Real Estate Conference Transcript — Neutral
KRG Seeking Alpha — September 11, 2025Kite Realty Group Trust (NYSE:KRG ) BofA Securities 2025 Global Real Estate Conference September 11, 2025 9:35 AM EDT Company Participants Heath Fear - Executive VP & CFO Matt Hunt Presentation Unknown Analyst Welcome to the Kite Realty Group roundtable here. Happy to have Heath on with us today.
Starbucks Faces Scrutiny as CEO's Pay Is 6,666 Times That of the Median Barista — Negative
SBUX Investopedia — September 11, 2025Starbucks (SBUX) CEO Brian Niccol made $95.8 million in 2024. The average barista made just $14,674.
Hark Capital provides $50 million NAV facility to Pharos Capital Group — Neutral
PX GlobeNewsWire — September 11, 2025NEW YORK, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Hark Capital, through its managed funds, today announced the closing of a $50 million NAV facility with Pharos IV-A, L.P.
Twin Disc Climbs 70% in 6 Months: Should You Buy the Stock? — Positive
TWIN Zacks Investment Research — September 11, 2025TWIN gains from rising defense spending, growing demand for hybrid systems, strategic acquisitions and strong financials, driving growth, innovation and long-term resilience.
Terreno Realty Expands Footprint With $194.3M Acquisitions — Positive
TRNO Zacks Investment Research — September 11, 2025TRNO expands its footprint with a $194.3M buyout in Florida and New Jersey, advancing its long-term growth and portfolio expansion strategy.
Will Interparfums' Fragrance Portfolio & Strategies Fuel Growth? — Positive
IPAR Zacks Investment Research — September 11, 2025IPAR leverages luxury expansion, digital marketing and global distribution to strengthen its fragrance leadership.