Live Earnings: Will American Eagle Smash Q2 Estimates? — Neutral
AEO 24/7 Wall Street — September 03, 2025American Eagle Outfitters (NYSE: AEO) reports Q2 FY2026 earnings after the close.
25 Stocks to Avoid in September, Historically — Negative
ENPH Schaeffers Research — September 03, 2025September is, historically, the most bearish month of the year for stocks.
SEGG Media Reenters U.S. Lottery Market with Lottery.com Affiliate Initiative and Players Rewards Program — Neutral
LTRYW SEGG GlobeNewsWire — September 03, 2025Nationwide Excitement over $1.3 Billion Jackpot Accelerates Company's US Reintroduction of Lottery.com Brand Nationwide Excitement over $1.3 Billion Jackpot Accelerates Company's US Reintroduction of Lottery.com Brand
Jordan McCarley Joins Cushman & Wakefield's Carolinas Institutional Multifamily Advisory Team as Executive Vice Chair — Neutral
CWK Business Wire — September 03, 2025CHARLOTTE, N.C.--(BUSINESS WIRE)-- #cre--Cushman & Wakefield announced that Jordan McCarley has joined the firm as EVC in the Carolinas Institutional Multifamily Advisory team.
Seagate Technology Holdings Plc (STX) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript — Neutral
STX Seeking Alpha — September 03, 2025Seagate Technology Holdings plc (NASDAQ:STX ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:50 AM EDT Company Participants Gianluca Romano - Executive VP & CFO Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant VP & Analyst Good morning, everyone. I see a few familiar faces here.
CWAN Announces $100 Million Share Repurchase Program — Neutral
CWAN Business Wire — September 03, 2025BOISE, Idaho & NEW YORK & CHICAGO & LONDON & HONG KONG--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“CWAN” or “Company”), the most comprehensive technology platform for investment management, today announced that its Board of Directors has authorized a $100 million share repurchase program. At yesterday's closing price of $20.19, the $100 million share repurchase program would result in the buyback of approximately 5 million shares. This would partially offset the dilutive impact of rec.
Meta Platforms' core advertising business is its cash cow, and right now, that cow shows no signs of slowing. Q2 results are impressive, with both gross and operating margins expanding. Bernstein now projects Meta to beat Google in global ad revenue by 2026, a scenario that would have been unimaginable just a few years ago. In 2025 alone, Meta is set to spend up to $72 billion on AI. The crown jewel is the $50-billion Louisiana data center, the largest of its kind ever built.
James Hardie Industries (JHX) Drops 34% Amid Channel Inventory Destocking Disclosure -- Hagens Berman — Neutral
JHX PRNewsWire — September 03, 2025SAN FRANCISCO , Sept. 3, 2025 /PRNewswire/ -- On August 20, 2025, investors in James Hardie Industries plc (NYSE: JHX) saw the price of their shares crash $9.79 (-34%) after the company reported its Q1 2026 financial results and revealed problems with its North America business, its largest reporting segment.
UTHR Stock Hits Record High on Tyvaso Meeting IPF Study Goals — Positive
UTHR Zacks Investment Research — September 03, 2025United Therapeutics hit a record high after its Tyvaso study in idiopathic pulmonary fibrosis met key goals and showed broad patient benefits.
Is the Options Market Predicting a Spike in Old National Bancorp Stock? — Neutral
ONB Zacks Investment Research — September 03, 2025Investors need to pay close attention to ONB stock based on the movements in the options market lately.
KBRA Assigns Rating to Kayne Anderson BDC, Inc.'s $200 Million Senior Unsecured Notes Due 2028 and 2030 — Neutral
KBDC Business Wire — September 03, 2025NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Kayne Anderson BDC, Inc.'s (NYSE: KBDC or "the company") $40 million floating rate senior unsecured notes due 2028, $60 million 5.80% senior unsecured notes due 2028, and $100 million 6.15% senior unsecured notes due 2030. The rating Outlook is Stable. The proceeds will be used to repay existing indebtedness and general corporate purposes. Key Credit Considerations The rating is supported by KBDC's diversified ~$2.2 billion investment p.
LENZ Therapeutics, Inc. (LENZ) Therapeutics, Inc. Presents At Citi's Biopharma Back To School Conference Transcript — Neutral
LENZ Seeking Alpha — September 03, 2025LENZ Therapeutics, Inc. (NASDAQ:LENZ ) Therapeutics, Inc. Citi's Biopharma Back to School Conference September 3, 2025 9:45 AM EDT Company Participants Evert Schimmelpennink - President, CEO, Secretary & Director Conference Call Participants Yigal Nochomovitz - Citigroup Inc., Research Division Presentation Yigal Nochomovitz Director and SMid Cap Biotech Analyst So again, welcome, everyone, to Citi's Back to School Biopharma Conference in Boston. It's day 2.
DigitalBridge Group, Inc. (DBRG) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript — Neutral
DBRG Seeking Alpha — September 03, 2025DigitalBridge Group, Inc. (NYSE:DBRG ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:50 AM EDT Company Participants Marc Ganzi - CEO & Director Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins MD & U.S. Telecoms Analyst 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.
Top Performing Leveraged/Inverse ETFs: 08/31/2025 — Neutral
BABX BOIL ETHD GDXU JNUG MSOX SBIT SETH ETF Trends — September 03, 2025Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.
Air Lease Set to be Purchased for $65.00 Per Share in Cash — Neutral
AL Zacks Investment Research — September 03, 2025A new Dublin-based holding company is set to acquire Air Lease in a $65 per share cash deal, valued at $ 7.4 billion.
Walmart Inc. (WMT) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript — Neutral
WMT Seeking Alpha — September 03, 2025Walmart Inc. (NYSE:WMT ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 12:30 PM EDT Company Participants Doug McMillon - President, CEO & Director Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Good morning, still, everyone. Thank you for joining us for our session with Walmart.
Dollar Tree Beats, Raises, Yet Falls - Shares Attractively Valued — Positive
DLTR Seeking Alpha — September 03, 2025Dollar Tree, Inc. delivered a strong beat-and-raise quarter, with 12.3% sales growth and a 6.5% same-store sales surge, despite macro headwinds. The divestiture of Family Dollar allows renewed focus on the core Dollar Tree brand, improving operational efficiency and future growth prospects. Management raised full-year revenue and EPS guidance, supported by robust share repurchases and strategic pricing initiatives above $1.25.
Johnson & Johnson (JNJ) Presents At 2025 Wells Fargo Healthcare Conference (Transcript) — Neutral
JNJ Seeking Alpha — September 03, 2025Johnson & Johnson (NYSE:JNJ ) 2025 Wells Fargo Healthcare Conference September 3, 2025 11:50 AM EDT Company Participants Tim Schmid - Executive VP & Worldwide Chairman of MedTech Conference Call Participants Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Presentation Larry Biegelsen Senior Medical Device Equity Research Analyst Okay. Are we ready to go.
SMLR Investors Have Opportunity to Lead Semler Scientific, Inc. Securities Fraud Lawsuit First Filed by The Rosen Law Firm — Neutral
SMLR PRNewsWire — September 03, 2025NEW YORK , Sept. 3, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Semler Scientific, Inc. (NASDAQ: SMLR) between March 10, 2021 and April 15, 2025, both dates inclusive (the "Class Period").
Wall Street steadies with a boost from Alphabet — Positive
GOOG GOOGL Fast Company — September 03, 2025Wall Street is steadying on Wednesday as Alphabet and other technology stocks rise.