Goldman Sachs buys $1 billion stake in T. Rowe Price as more banks start offering private-market investments to individuals — Positive
GS TROW Market Watch — September 04, 2025Goldman Sachs and T. Rowe Price are teaming up to offering wealth and retirement clients more investment options from the world of private markets.
SelectQuote (SLQT) Faces Investor Lawsuit After DOJ Steps into Medicare Sales Probe – Hagens Berman — Neutral
SLQT GlobeNewsWire — September 04, 2025SAN FRANCISCO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- SelectQuote Inc. (NYSE: SLQT), a digital insurance platform known for selling Medicare Advantage plans, is facing heightened legal scrutiny after the U.S. Department of Justice (DOJ) intervened in a whistleblower lawsuit alleging deceptive sales practices.
Drill baby, drill is driving vanilla energy investors nuts. Drilling permits spike one month and plunge the next.
Ultralife Corporation Receives Award for Its BA-5390 Military Batteries from U.S. Defense Logistics Agency — Neutral
ULBI GlobeNewsWire — September 04, 2025NEWARK, N.Y., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Ultralife Corporation (NASDAQ: ULBI) has received an award valued at approximately $5.2 million from the U.S. Government's Defense Logistics Agency (“DLA”) for its lithium manganese dioxide, non-rechargeable BA-5390 military batteries. The majority of the shipments are scheduled throughout 2026 with completion in early 2027.
The Year So Far: Nothing Is Like It Seems — Positive
ADP ANCTF MA PEP STN Seeking Alpha — September 04, 20252025 is a perfect reminder of how investing often feels contradictory: everything and nothing is happening at the same time. The S&P 500 is up about 6% (including dividends), and the TSX 60 has returned more than 9% as of July 1st. In the U.S., GDP growth is steady, unemployment remains low, but housing starts have slowed. Hardly the picture of an imminent recession.
What's dragging down Salesforce's stock? It may be a bigger problem than AI. — Negative
CRM Market Watch — September 04, 2025Investors are focused on the threat of AI, but bears see a more fundamental problem: a competitive and maturing market for the company's core products.
Verizon Communications Inc. (VZ) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript) — Neutral
VZ Seeking Alpha — September 04, 2025Verizon Communications Inc. (NYSE:VZ ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:50 AM EDT Company Participants Anthony Skiadas - Executive VP & CFO Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins MD & U.S. Telecoms Analyst Welcome back to Citi's 2025 Global TMT Conference. For those of you I haven't met, I'm Mike Rollins, and I cover communication services and infrastructure for Citi.
Did KinderCare (KLC) Mislead IPO Investors? Lawsuit Alleges Company Concealed History of Child Safety Failures– Hagens Berman — Neutral
KLC GlobeNewsWire — September 04, 2025SAN FRANCISCO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- A new securities class action lawsuit has been filed against KinderCare Learning Companies, Inc. (NYSE: KLC) and its executives, alleging the company misled investors during its October 2024 Initial Public Offering (IPO). The lawsuit, styled Gollapalli v. KinderCare Learning Companies, Inc., et al., seeks to represent investors who purchased KLC common stock in or traceable to the company's IPO.
BioMarin Pharmaceutical Inc. (BMRN) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 (Transcript) — Neutral
BMRN Seeking Alpha — September 04, 2025BioMarin Pharmaceutical Inc. (NASDAQ:BMRN ) Wells Fargo 20th Annual Healthcare Conference 2025 September 4, 2025 8:45 AM EDT Company Participants Gregory Friberg - Executive VP and Chief Research & Development Officer Conference Call Participants Mohit Bansal - Wells Fargo Securities, LLC, Research Division Presentation Mohit Bansal Senior Equity Analyst All right. Thank you very much for joining us today.
I downgrade BEKE to hold due to weakening core business, margin pressure, and fading recovery momentum despite headline revenue growth. Core brokerage revenues declined, profitability eroded, and new business growth hasn't offset the margin hit from the core segment. Housing market demand is deteriorating, with transaction volumes falling and recovery momentum stalling, increasing downside risk for near-term performance.
Apple reportedly plans to launch an AI tool, gold could near $5,000 according to Goldman Sachs — Positive
AAAU AAPL BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Yahoo Finance — September 04, 2025Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international market news for September 4, 2025. According to Bloomberg, Apple is planning to launch an artificial intelligence web search tool for Siri next year.
C3.ai, Inc. (AI) Hit With Securities Class Action After Shares Crash 25% On Large Revenue Miss -- Hagens Berman — Neutral
AI GlobeNewsWire — September 04, 2025SAN FRANCISCO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- A securities fraud class action lawsuit styled Liggett Sr. v.
Senseonics Holdings, Inc. (SENS) Eversense 365 Commercial Update Call (Transcript) — Neutral
SENS Seeking Alpha — September 04, 2025Senseonics Holdings, Inc. (NYSE:SENS ) Eversense 365 Commercial Update Conference Company Participants Tim Goodnow - President, CEO & Director Frederick Sullivan - CFO, Secretary & Treasurer Conference Call Participants Jeremy Feffer - Lifesci Advisors, LLC Brian Hansen - Ascensia Diabetes Care Us Inc. Matthew Miksic - Barclays Bank PLC, Research Division Anthony Petrone - Mizuho Securities USA LLC, Research Division Joshua Jennings - TD Cowen, Research Division Benjamin Haynor - Lake Street Capital Markets, LLC, Research Division Jayson Bedford - Raymond James & Associates, Inc., Research Division Xun Lee - H.C. Wainwright & Co, LLC, Research Division Presentation Operator Good …
Dollar Tree Plunges Into Buy-Zone: A Robust Rebound Is Expected — Neutral
DLTR MarketBeat — September 04, 2025Dollar Tree's NASDAQ: DLTR price plunged following its FQ2 earnings report because its market needed a reason to sell. Up nearly 100% from the March 2025 lows, DLTR stock was ripe for profit-taking, and a weaker-than-expected guide was an excuse enough.
HPE stock higher as 3Q financial results beat on AI server demand — Positive
HPE Proactive Investors — September 04, 2025Hewlett Packard Enterprise Co (NYSE:HPE, ETR:2HP) (HPE) shares were up more than 5% in early trading on Thursday after the enterprise technology provider reported better-than-expected financial results for its third quarter 2025, boosted by strong demand in its artificial intelligence (AI) server and networking divisions. HPE reported revenue for the quarter that rose 19% to $9.14 billion, surpassing the analyst consensus estimate of $8.53 billion, according to data compiled by LSEG.
Apellis Pharmaceuticals, Inc. (APLS) Presents At Cantor Global Healthcare Conference 2025 (Transcript) — Neutral
APLS Seeking Alpha — September 04, 2025Apellis Pharmaceuticals, Inc. (NASDAQ:APLS ) Cantor Global Healthcare Conference 2025 September 4, 2025 8:35 AM EDT Company Participants Cedric Francois - Co-Founder, President, CEO & Director Timothy Sullivan - CFO & Treasurer Conference Call Participants Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Presentation Steven Seedhouse MD & Biotechnology Analyst [Audio Gap] Would love to -- obviously, there's a lot going on at Apellis. It's an exciting time.
Caleres Comps May Improve In Q3 2025, But I Fear Margins, The Price Is Fair — Positive
CAL Seeking Alpha — September 04, 2025Caleres, Inc.'s Q2 '25 results showed continued sales declines and severe margin compression, though sequential improvement hints at possible stabilization ahead. The Stuart Weitzman acquisition increases leverage, adding debt but not creating immediate sustainability concerns; integration costs will further pressure margins. Valuation appears fair at 8x earnings on optimistic assumptions, but ongoing sales declines and macro headwinds limit upside potential.
Descartes Q2 Earnings Lag, Top Line Up Y/Y Despite Global Trade Woes — Neutral
DSGX Zacks Investment Research — September 04, 2025DSGX posts 10% revenue growth and record EBITDA in fiscal Q2 2026, fueled by acquisitions and strong recurring services momentum.
HPE Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up 2% — Positive
HPE Zacks Investment Research — September 04, 2025Hewlett Packard's third-quarter revenues rise 19% to $9.1 billion, fueled by AI servers, networking and GreenLake, while earnings and outlook beat estimates.