TSMC: An Undervalued AI Winner — Positive

TSM   Seeking Alpha — September 02, 2025

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.

image for news TSMC: An Undervalued AI Winner

Peabody Energy: Earnings Power Reveals Hidden Value — Positive

BTU   Seeking Alpha — September 02, 2025

Peabody 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.

image for news Peabody Energy: Earnings Power Reveals Hidden Value

The sell-off in the European bond markets provided support to gold.

image for news Gold (XAUUSD), Silver, Platinum Forecasts – Gold Tests Historic Highs As Traders Focus On Global Debt Problems

BIZD: BDC Income In A Convenient Wrapper — Negative

BIZD   Seeking Alpha — September 02, 2025

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.

image for news BIZD: BDC Income In A Convenient Wrapper

NEW 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.

image for news DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Semler Scientific

Deere Share Price Gains 13% YTD: Buy, Sell or Hold the Stock? — Neutral

DE   Zacks Investment Research — September 02, 2025

DE shares are up 13% YTD, but falling sales, lowered guidance and stretched valuation raise caution for investors.

image for news Deere Share Price Gains 13% YTD: Buy, Sell or Hold the Stock?

Can Rising Streaming Hours Translate Into Revenue Gains for Roku? — Positive

ROKU   Zacks Investment Research — September 02, 2025

As ROKU's streaming hours surge, the key question is whether engagement will translate into revenue.

image for news Can Rising Streaming Hours Translate Into Revenue Gains for Roku?

Earnings Estimates Moving Higher for Micron (MU): Time to Buy? — Positive

MU   Zacks Investment Research — September 02, 2025

Micron (MU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Moving Higher for Micron (MU): Time to Buy?

SOUTHAMPTON, 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 …

image for news UPDATE -- NRx Pharmaceuticals, Inc. (NASDAQ:NRXP) Selected to Present at the 2025 Global Passion Project with Matthew Rockefeller, Sponsored by Rockefeller Global Family Office

Is Apple's iPhone 17 a Game Changer? It Could Be in the Air. — Positive

AAPL   Barrons — September 02, 2025

Apple's annual event is next week. Everyone could get something they don't expect.

image for news Is Apple's iPhone 17 a Game Changer? It Could Be in the Air.

Transaction in Own Shares — Neutral

SHEL   GlobeNewsWire — September 02, 2025

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 …

image for news Transaction in Own Shares

Preferreds Weekly Review: The Mystery Of ANG.PR.B May Be Solved — Neutral

OXSQ  TWO  TWOD   Seeking Alpha — September 02, 2025

We 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.

image for news Preferreds Weekly Review: The Mystery Of ANG.PR.B May Be Solved

But before the bubble pops, expect continued stock market gains in the long term.

image for news Could the S&P 500 Hit 9000? AI Could Power ‘the Biggest Bubble Ever' in Stocks.

Why You Should Sell NIO After Its 40% Rally — Negative

NIO   Seeking Alpha — September 02, 2025

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.

image for news Why You Should Sell NIO After Its 40% Rally

Joby Aviation's Pullback: A Gift for Investors Who See the Future — Positive

JOBY   MarketBeat — September 02, 2025

After 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.

image for news Joby Aviation's Pullback: A Gift for Investors Who See the Future

ZM vs. MSFT: Which Video Collaboration Stock Has More Upside? — Positive

MSFT  ZM   Zacks Investment Research — September 02, 2025

The 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.

image for news ZM vs. MSFT: Which Video Collaboration Stock Has More Upside?

Here's Why Helios Technologies (HLIO) is a Great Momentum Stock to Buy — Positive

HLIO   Zacks Investment Research — September 02, 2025

Does Helios Technologies (HLIO) have what it takes to be a top stock pick for momentum investors? Let's find out.

image for news Here's Why Helios Technologies (HLIO) is a Great Momentum Stock to Buy

Garmin (GRMN) Upgraded to Buy: What Does It Mean for the Stock? — Positive

GRMN   Zacks Investment Research — September 02, 2025

Garmin (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.

image for news Garmin (GRMN) Upgraded to Buy: What Does It Mean for the Stock?

Kura Sushi (KRUS) Moves to Buy: Rationale Behind the Upgrade — Positive

KRUS   Zacks Investment Research — September 02, 2025

Kura Sushi (KRUS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news Kura Sushi (KRUS) Moves to Buy: Rationale Behind the Upgrade

Are You Looking for a Top Momentum Pick? Why Backblaze, Inc. (BLZE) is a Great Choice — Positive

BLZE   Zacks Investment Research — September 02, 2025

Does Backblaze, Inc. (BLZE) have what it takes to be a top stock pick for momentum investors? Let's find out.

image for news Are You Looking for a Top Momentum Pick? Why Backblaze, Inc. (BLZE) is a Great Choice