Chips to Compression: Why NVDA Investors Shouldn't Overlook AROC — Positive

AROC   Zacks Investment Research — September 11, 2025

It's no secret that investors betting on the future of AI are pouring money into NVIDIA NVDA stock. The powerful chips that NVDA is making are being utilized to run AI models.

image for news Chips to Compression: Why NVDA Investors Shouldn't Overlook AROC

Rocket Lab Gains 6.3% in the Past Month: How to Play the Stock? — Positive

RKLB   Zacks Investment Research — September 11, 2025

RKLB stock climbs 6.3% in a month, fueled by launches, acquisitions and new defense and space technology initiatives.

image for news Rocket Lab Gains 6.3% in the Past Month: How to Play the Stock?

Shell Signs Long-Term U.S. LNG Supply Deal With Italian Firm Edison — Positive

SHEL   Zacks Investment Research — September 11, 2025

SHEL inks a 15-year deal to supply U.S. LNG to Edison from 2028, strengthening the Italian firm's portfolio and supply-chain flexibility.

image for news Shell Signs Long-Term U.S. LNG Supply Deal With Italian Firm Edison

Applied Digital Jumps 122% Year to Date: Buy, Sell or Hold the Stock? — Neutral

APLD   Zacks Investment Research — September 11, 2025

APLD's AI-focused data center pivot and $11B CoreWeave deal fuel growth, but rising losses and premium valuation pose risks.

image for news Applied Digital Jumps 122% Year to Date: Buy, Sell or Hold the Stock?

GPIQ: Nasdaq Income, No Problem — Positive

GPIQ   Seeking Alpha — September 11, 2025

GPIQ stands out among Nasdaq 100 covered call ETFs for its dynamic overwrite strategy, enabling active management and superior income generation. The fund delivers a robust 10% yield, appealing to income-focused investors, though it carries full equity downside risk during market downturns. GPIQ's flexible options approach outperforms more rigid competitors, maintaining strong dividends even in volatile markets.

image for news GPIQ: Nasdaq Income, No Problem

Increasing revenues thanks to new models will be a key pillar of Stellantis' future strategy and a way to restore cash generation, new CEO Antonio Filosa said on Thursday as he started to sketch out the automaker's new business plan.

image for news Stellantis looks to RAM trucks relaunch, Jeep Cherokee for revenue boost

Micron Technology Stock Jumps on Price Target Increase From Citi — Positive

MU   Investopedia — September 11, 2025

Shares of Micron Technology (MU) surged roughly 8% Thursday when Citi analysts boosted their price target, pointing to an increase in demand for dynamic random-access memory (DRAM) chips and the company's artificial intelligence exposure.

image for news Micron Technology Stock Jumps on Price Target Increase From Citi

Alphabet, Meta, OpenAI, xAI and Snap face FTC probe over AI chatbot safety for kids

image for news Alphabet, Meta, OpenAI, xAI and Snap face FTC probe over AI chatbot safety for kids

JNUG: Fed Independence Debate A Trading Factor For Gold — Positive

JNUG   Seeking Alpha — September 11, 2025

Gold's appeal strengthens in a rate cut environment as Treasuries lose yield advantage, making gold and correlated gold miners more attractive for allocators. Fed independence concerns and potential rotation out of Treasuries could further boost gold demand, supporting the case for JNUG in the short term. Leveraged ETFs like JNUG are speculative tools best used for short-term trades due to value erosion risks; they're unsuitable for long-term holding.

image for news JNUG: Fed Independence Debate A Trading Factor For Gold

HSBC Shares Reach 52-Week High: Is There Further Upside Potential? — Positive

HSBC   Zacks Investment Research — September 11, 2025

HSBC hits a 52-week high as Asia expansion, restructuring and strong capital returns fuel optimism despite rising costs.

image for news HSBC Shares Reach 52-Week High: Is There Further Upside Potential?

Howmet Aerospace Stock Crosses 50-Day SMA: Should You Buy Now? — Positive

HWM   Zacks Investment Research — September 11, 2025

HWM surges past key technical levels as strong aerospace demand, defense growth and buybacks fuel momentum.

image for news Howmet Aerospace Stock Crosses 50-Day SMA: Should You Buy Now?

Planet Fitness: Equity Story Has Gotten Better — Positive

PLNT   Seeking Alpha — September 11, 2025

I reiterate a strong buy rating for Planet Fitness, driven by robust membership growth and improved member quality, especially among Gen Z. The High School Summer Pass program is a sustainable funnel, building brand loyalty and de-risking long-term growth by engaging future paying members early. Franchisee economics are improving with lower build costs, extended agreements, and flexible equipment schedules, accelerating unit growth and profitability.

image for news Planet Fitness: Equity Story Has Gotten Better

Adobe rolls out AI agents ahead of earnings report — Positive

ADBE   Proactive Investors — September 11, 2025

Adobe Inc (NASDAQ:ADBE) announced the general availability of several new artificial intelligence (AI) agents this week, ahead of its quarterly earnings report due Thursday evening. Analysts expect adjusted earnings of $5.18 per share on revenue of $5.91 billion, compared with $4.65 per share and $5.41 billion in the same period last year.

image for news Adobe rolls out AI agents ahead of earnings report

Empire Company Limited (EMP.A:CA) Q1 2026 Earnings Call Transcript — Neutral

EMLAF  EMP   Seeking Alpha — September 11, 2025

Empire Company Limited (EMP.A:CA) Q1 2026 Earnings Call September 11, 2025 8:30 AM EDT Company Participants Katie Brine - Director of Investor Relations Michael Medline - President, CEO & Director Constantine Pefanis - Executive VP & CFO Pierre St-Laurent - Executive VP & COO Conference Call Participants Christopher Li - Desjardins Securities Inc., Research Division Irene Nattel - RBC Capital Markets, Research Division Vishal Shreedhar - National Bank Financial, Inc., Research Division Etienne Ricard - BMO Capital Markets Equity Research Mark Petrie - CIBC Capital Markets, Research Division John Zamparo - Scotiabank Global Banking and Markets, Research Division Michael Van …

image for news Empire Company Limited (EMP.A:CA) Q1 2026 Earnings Call Transcript

ExxonMobil to Acquire Superior Graphite Assets, Boost EV Ambitions — Positive

XOM   Zacks Investment Research — September 11, 2025

XOM is set to acquire Superior Graphite assets to build a U.S. synthetic graphite supply chain and boost its EV ambitions.

image for news ExxonMobil to Acquire Superior Graphite Assets, Boost EV Ambitions

Can MRVL Sustain EPS Momentum as AI Competition Heats Up? — Positive

MRVL   Zacks Investment Research — September 11, 2025

Marvell Technology posts soaring EPS growth on strong AI chip demand, tight cost control, and next-generation product launches.

image for news Can MRVL Sustain EPS Momentum as AI Competition Heats Up?

Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility? — Positive

ORCL   Zacks Investment Research — September 11, 2025

ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.

image for news Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?

Can AMAT Maintain Strong Margins Amid Rising R&D Expenses? — Positive

AMAT   Zacks Investment Research — September 11, 2025

Applied Materials offsets soaring R&D with cost cuts, driving record gross margins and expanded operating profitability.

image for news Can AMAT Maintain Strong Margins Amid Rising R&D Expenses?

Why lululemon May Lose More Than Just Margin: The Pricing Power Dilemma — Negative

LULU   Seeking Alpha — September 11, 2025

Lululemon appears undervalued on traditional metrics, but weak revenue growth and rising costs undermine its risk-reward profile—prompting my sell rating. Margin pressures from tariffs, supply chain costs, and heavy reliance on the Americas market threaten profitability and long-term growth. Lululemon's pricing power is eroding; further price hikes risk damaging brand loyalty, while absorbing costs reduces profitability.

image for news Why lululemon May Lose More Than Just Margin: The Pricing Power Dilemma

Ernest 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.

image for news Gold rally indicates ‘something big is happening beneath the surface' – Morgan Stanley's Gower