TSMC stands out as a dominant, pure-play semiconductor foundry with unmatched scale, deep partnerships, and technological leadership. The company is a clear "picks-and-shovels" AI beneficiary, supplying essential chips to leading tech giants and poised for rapid AI-driven revenue growth. Despite industry cyclicality and geopolitical risks, TSMC's operational efficiency and global expansion support resilient, long-term profitability.
Peabody Energy: Earnings Power Reveals Hidden Value — Positive
BTU Seeking Alpha — September 02, 2025Peabody Energy is deeply undervalued, trading at just 0.55 times tangible book value despite improved earnings power and strategic positioning. The termination of the purchase agreement for Anglo-American's Australian coal mines removes a major financial burden and potential loss-making assets from BTU's balance sheet. Peabody now has the opportunity to capitalize on a favorable U.S. market and policy environment without the burden of additional debt.
BDCs have priced in some pain in this interest rate cycle. Some BDC are actually cheap as well. We look at BIZD, a BDC ETF, and tell you what we think.
DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Semler Scientific — Neutral
SMLR Business Wire — September 02, 2025NEW YORK--(BUSINESS WIRE)---- $SMLR #ClassAction--Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $75,000 In Semler Scientific To Contact Him Directly To Discuss Their Options If you suffered losses exceeding $75,000 in Semler Scientific between March 10, 2021 and April 15, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click.
Deere Share Price Gains 13% YTD: Buy, Sell or Hold the Stock? — Neutral
DE Zacks Investment Research — September 02, 2025DE shares are up 13% YTD, but falling sales, lowered guidance and stretched valuation raise caution for investors.
Can Rising Streaming Hours Translate Into Revenue Gains for Roku? — Positive
ROKU Zacks Investment Research — September 02, 2025As ROKU's streaming hours surge, the key question is whether engagement will translate into revenue.
Earnings Estimates Moving Higher for Micron (MU): Time to Buy? — Positive
MU Zacks Investment Research — September 02, 2025Micron (MU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
UPDATE -- NRx Pharmaceuticals, Inc. (NASDAQ:NRXP) Selected to Present at the 2025 Global Passion Project with Matthew Rockefeller, Sponsored by Rockefeller Global Family Office — Neutral
NRXP GlobeNewsWire — September 02, 2025SOUTHAMPTON, N.Y., Sept. 02, 2025 (GLOBE NEWSWIRE) -- NRx Pharmaceuticals, Inc. (Nasdaq:NRXP), a clinical-stage biopharmaceutical company, presented two keynote talks to a gathering of leading family offices and family members sponsored by the Global Passion Project and the Rockefeller Global Family Office on August 28-30, 2025 in Southampton, NY. The Company's CEO, Prof. Jonathan Javitt, MD, MPH spoke alongside Matthew Rockefeller, Bradley Hilton and Cheryl Young of Rockefeller Capital, and representatives of leading family offices to detail plans for the Fall 2025 launch of HOPE Therapeutics clinics and a prospective unique one-week residential program targeting suicidal depression, PTSD, traumatic brain …
Is Apple's iPhone 17 a Game Changer? It Could Be in the Air. — Positive
AAPL Barrons — September 02, 2025Apple's annual event is next week. Everyone could get something they don't expect.
Transaction in Own Shares 2 September, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 2 September, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 02/09/2025 307,082 £27.6350 £27.1700 £27.3849 LSE GBP 02/09/2025 199,456 £27.6350 £27.1700 £27.4000 Chi-X (CXE) GBP 02/09/2025 242,785 £27.6350 £27.1700 £27.3780 BATS (BXE) GBP 02/09/2025 441,413 €31.9450 €31.4550 …
Preferreds Weekly Review: The Mystery Of ANG.PR.B May Be Solved — Neutral
OXSQ TWO TWOD Seeking Alpha — September 02, 2025We take a look at the action in preferreds and baby bonds through the fourth week of August and highlight some of the key themes we are watching. Preferreds credit spreads are near 5-year lows with yields on a downward trajectory as well. American Equity Life's ANG.PR.B preferred is likely to be redeemed soon, offering limited downside and extra accrued interest for holders.
NIO Inc. posted strong revenue growth and record deliveries, but continues to report large net losses and weak gross margins versus peers. Management expects significant Q3 delivery and revenue growth, but I remain skeptical about their break-even target given persistent losses. Valuation is unattractive: accelerating losses, negative earnings yield, and high debt make NIO riskier than other Chinese EV makers like BYD or LI Auto.
Joby Aviation's Pullback: A Gift for Investors Who See the Future — Positive
JOBY MarketBeat — September 02, 2025After an impressive rally that saw its stock surge from under $9 in early June to an all-time high above $20 in August, Joby Aviation NYSE: JOBY has entered a period of healthy consolidation. Shares have pulled back over 20%, a move fueled by headlines highlighting and hyping automated insider selling and broad profit-taking by early retail investors.
ZM vs. MSFT: Which Video Collaboration Stock Has More Upside? — Positive
MSFT ZM Zacks Investment Research — September 02, 2025The video collaboration and hybrid work market has become one of the most dynamic areas in enterprise technology, reshaping business operations in the post-pandemic era. Zoom Communications ZM and Microsoft MSFT have emerged as the leading players, with their platforms now embedded as essential infrastructure for global enterprises.
Here's Why Helios Technologies (HLIO) is a Great Momentum Stock to Buy — Positive
HLIO Zacks Investment Research — September 02, 2025Does Helios Technologies (HLIO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Garmin (GRMN) Upgraded to Buy: What Does It Mean for the Stock? — Positive
GRMN Zacks Investment Research — September 02, 2025Garmin (GRMN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Kura Sushi (KRUS) Moves to Buy: Rationale Behind the Upgrade — Positive
KRUS Zacks Investment Research — September 02, 2025Kura Sushi (KRUS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Are You Looking for a Top Momentum Pick? Why Backblaze, Inc. (BLZE) is a Great Choice — Positive
BLZE Zacks Investment Research — September 02, 2025Does Backblaze, Inc. (BLZE) have what it takes to be a top stock pick for momentum investors? Let's find out.