Live Earnings: Will American Eagle Smash Q2 Estimates? — Neutral

AEO   24/7 Wall Street — September 03, 2025

American Eagle Outfitters (NYSE: AEO) reports Q2 FY2026 earnings after the close.

image for news Live Earnings: Will American Eagle Smash Q2 Estimates?

25 Stocks to Avoid in September, Historically — Negative

ENPH   Schaeffers Research — September 03, 2025

September is, historically, the most bearish month of the year for stocks.

image for news 25 Stocks to Avoid in September, Historically

Nationwide 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

image for news SEGG Media Reenters U.S. Lottery Market with Lottery.com Affiliate Initiative and Players Rewards Program

CHARLOTTE, N.C.--(BUSINESS WIRE)-- #cre--Cushman & Wakefield announced that Jordan McCarley has joined the firm as EVC in the Carolinas Institutional Multifamily Advisory team.

image for news Jordan McCarley Joins Cushman & Wakefield's Carolinas Institutional Multifamily Advisory Team as Executive Vice Chair

Seagate 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.

image for news Seagate Technology Holdings Plc (STX) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

CWAN Announces $100 Million Share Repurchase Program — Neutral

CWAN   Business Wire — September 03, 2025

BOISE, 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.

image for news CWAN Announces $100 Million Share Repurchase Program

Meta: AI Snowball Keeps Rolling — Positive

META   Seeking Alpha — September 03, 2025

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.

image for news Meta: AI Snowball Keeps Rolling

SAN 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.

image for news James Hardie Industries (JHX) Drops 34% Amid Channel Inventory Destocking Disclosure -- Hagens Berman

UTHR Stock Hits Record High on Tyvaso Meeting IPF Study Goals — Positive

UTHR   Zacks Investment Research — September 03, 2025

United Therapeutics hit a record high after its Tyvaso study in idiopathic pulmonary fibrosis met key goals and showed broad patient benefits.

image for news UTHR Stock Hits Record High on Tyvaso Meeting IPF Study Goals

Is the Options Market Predicting a Spike in Old National Bancorp Stock? — Neutral

ONB   Zacks Investment Research — September 03, 2025

Investors need to pay close attention to ONB stock based on the movements in the options market lately.

image for news Is the Options Market Predicting a Spike in Old National Bancorp Stock?

NEW 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.

image for news KBRA Assigns Rating to Kayne Anderson BDC, Inc.'s $200 Million Senior Unsecured Notes Due 2028 and 2030

LENZ 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.

image for news LENZ Therapeutics, Inc. (LENZ) Therapeutics, Inc. Presents At Citi's Biopharma Back To School Conference Transcript

DigitalBridge 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.

image for news DigitalBridge Group, Inc. (DBRG) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Top Performing Leveraged/Inverse ETFs: 08/31/2025 — Neutral

BABX  BOIL  ETHD  GDXU  JNUG  MSOX  SBIT  SETH   ETF Trends — September 03, 2025

Top 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.

image for news Top Performing Leveraged/Inverse ETFs: 08/31/2025

Air Lease Set to be Purchased for $65.00 Per Share in Cash — Neutral

AL   Zacks Investment Research — September 03, 2025

A new Dublin-based holding company is set to acquire Air Lease in a $65 per share cash deal, valued at $ 7.4 billion.

image for news Air Lease Set to be Purchased for $65.00 Per Share in Cash

Walmart 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.

image for news Walmart Inc. (WMT) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

Dollar Tree Beats, Raises, Yet Falls - Shares Attractively Valued — Positive

DLTR   Seeking Alpha — September 03, 2025

Dollar 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.

image for news Dollar Tree Beats, Raises, Yet Falls - Shares Attractively Valued

Johnson & 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.

image for news Johnson & Johnson (JNJ) Presents At 2025 Wells Fargo Healthcare Conference (Transcript)

NEW 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").

image for news SMLR Investors Have Opportunity to Lead Semler Scientific, Inc. Securities Fraud Lawsuit First Filed by The Rosen Law Firm

Wall Street steadies with a boost from Alphabet — Positive

GOOG  GOOGL   Fast Company — September 03, 2025

Wall Street is steadying on Wednesday as Alphabet and other technology stocks rise.

image for news Wall Street steadies with a boost from Alphabet