Google may be sitting on a $900 billion gem that could disrupt Nvidia's dominance — Positive
GOOG GOOGL NVDA Market Watch — September 02, 2025Google's TPUs are the best alternative to Nvidia's chips and are seeing growing interest, according to D.A. Davidson analysts, who think a potential spinoff of the business would be worth about $900 billion.
Natural Gas Services Group: Robust Performance And Growth Drivers Justify Its Current Valuation — Positive
NGS Seeking Alpha — September 02, 2025Natural Gas Services Group, Inc. enjoys strong revenue growth and expanding margins driven by robust demand in core markets. Management's guidance for the next quarter signals continued momentum, supported by potential growth drivers and operational efficiencies. Valuation remains acceptable despite the sharp price increase from previous years considering potential catalysts.
NIO's Q2 Loss Wider Than Expected, Revenues Increase Y/Y — Positive
NIO Zacks Investment Research — September 02, 2025NIO's Q2 loss exceeds forecasts, but rising deliveries lift revenues, and the EV maker issues strong Q3 guidance.
Nokia, EBB Team Up to Upgrade AI Data Centers Across Malaysia — Positive
NOK Zacks Investment Research — September 02, 2025NOK secures a deal with Extreme Broadband to power Open DC's AI data centers in Malaysia with secure, scalable IP solutions.
Can TJX International Momentum Drive the Next Phase of Growth? — Positive
TJX Zacks Investment Research — September 02, 2025TJX Companies builds on its global strength with rising comps, wider margins and plans for more than 1,800 new stores across key markets.
Chairman Tom Cole and Senator James Lankford Joins AIA, Kratos at Valkyrie Production Facility in Oklahoma City, for Roundtable to Advance Supply Chain Policy Priorities — Neutral
KTOS GlobeNewsWire — September 02, 2025SAN DIEGO, Sept. 02, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets, and the Aerospace Industries Association (AIA), on August 28 hosted a high-level roundtable at Kratos' Oklahoma City aircraft production facility, bringing leaders from across the aerospace and defense supply chain and Congress together to discuss policy priorities shaping the future of the industry. The event featured Chairman Tom Cole (R-OK), the chairman of the House Appropriations Committee who also represents key aerospace and defense installations in Oklahoma's fourth congressional district and Senator James …
3 Top Medical Instruments Stocks Defying Tariff Pressure With GenAI — Negative
INGN ITGR TFX Zacks Investment Research — September 02, 2025Teleflex, Integer Holdings and Inogen are defying tariff and supply chain headwinds with genAI-driven momentum within the Medical Instruments industry.
Cyberattack Hangover: Senators Question UnitedHealth's Loan Playbook — Negative
UNH Zacks Investment Research — September 02, 2025Senators question UNH over tough loan repayment demands post-cyberattack, adding to regulatory and cost pressures.
Constellation Brands Stock Drops as Modelo Maker Cuts Outlook on Weak Beer Demand — Negative
STZ Investopedia — September 02, 2025Constellation Brands (STZ) shares slumped 7% Tuesday after the alcoholic beverage giant cut its outlook on falling demand for beer and the impact of tariffs.
PepsiCo stock climbs as Elliott takes $4B ownership stake — Positive
PEP Proactive Investors — September 02, 2025PepsiCo Inc (NASDAQ:PEP, ETR:PEP) shares moved up as much 5% in early trading on Tuesday after activist investor Elliott Investment Management disclosed it had acquired a $4 billion equity stake in the beverage and snacks giant. Elliott said it sees opportunity due to a "highly dislocated valuation” resulting from poor financial results, causing “sharp stock-price underperformance".
HTH Shares Hit 52-Week High: Is There Further Upside Potential? — Positive
HTH Zacks Investment Research — September 02, 2025Hilltop Holdings Inc. HTH shares touched a new 52-week high of $35.63 during Friday's trading session. Over the past month, the stock has risen 15.6%, outperforming the industry, the Zacks Finance sector and the S&P 500 index.
Guidewire Q4 Earnings Coming Up: Here's What Investors Should Know — Neutral
GWRE Zacks Investment Research — September 02, 2025Guidewire Software, Inc. GWRE is slated to report fourth-quarter fiscal 2025 results on Sept. 4. Management expects revenues to be between $332 million and $340 million.
CRWD's Next-Gen SIEM ARR Hits $430M: Will it Fuel Growth Momentum? — Positive
CRWD Zacks Investment Research — September 02, 2025CrowdStrike's Next-Gen SIEM ARR surges 95% to $430 million in Q2, fueled by legacy tool replacements and its Falcon platform edge.
Chip Giant TSMC Shares Drop 2% After US Revokes Waiver For China Shipments — Negative
TSM Forbes — September 02, 2025Morris Chang, TSMC's founder and chairman until his retirement in 2018, ranks the 782nd-richest person in the world with an estimated net worth of $5.1 billion. Chang held about 125 million shares as of a 2018 filing with the Securities and Exchange Commission, accounting for a roughly 0.5% stake.
Aegon to sell approximately 12.5 million shares in a.s.r. via an accelerated placing — Neutral
AEG GlobeNewsWire — September 02, 2025NOT FOR PUBLICATION, RELEASE OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA, SOUTH AFRICA, JAPAN OR ANY OTHER JURISDICTION IN WHICH SUCH DISTRIBUTION WOULD BE PROHIBITED BY APPLICABLE LAW.
NIO Inc. (NYSE:NIO ) Q2 2025 Earnings Call September 2, 2025 8:00 AM EDT Company Participants Rui Chen - Head of Investor Relations Bin Li - Co-Founder, Chairman & CEO Stanley Qu - Chief Financial Officer Conference Call Participants Ming Chung - Citigroup Inc., Research Division Bin Wang - Deutsche Bank AG, Research Division Tim Hsiao - Morgan Stanley, Research Division Jing Chang - China International Capital Corporation Limited, Research Division Ming-Hsun Lee - BofA Securities, Research Division Paul Gong - UBS Investment Bank, Research Division Yuqian Ding - HSBC Global Investment Research Tina Hou - Goldman Sachs Group, Inc., …
Bread Financial Stock Near 52-Week High: What Should Investors Do? — Positive
BFH Zacks Investment Research — September 02, 2025BFH stock is poised to gain from solid credit sales, proactive risk management, financial flexibility, prudent capital deployment and higher return on capital.
Viking Therapeutics Loses 20% in a Month: How to Play the Stock — Negative
VKTX Zacks Investment Research — September 02, 2025VKTX stock slumps after mixed obesity pill study results raise safety concerns and highlight fierce market competition.
Get Paid to Extend Your Summer with Dogfish Head Cocktails — Neutral
SAM GlobeNewsWire — September 02, 2025End-of-summer scaries? Dogfish says, ‘no more!' Brand celebrates new cocktail recipe by awarding a fan $10K and treating them to a monthlong stay in a beachfront bungalow. End-of-summer scaries? Dogfish says, ‘no more!' Brand celebrates new cocktail recipe by awarding a fan $10K and treating them to a monthlong stay in a beachfront bungalow.
INVESTOR ALERT: Holzer & Holzer, LLC Reminds Investors of September 12, 2025 Lead Plaintiff Deadline in the Biohaven Ltd. (BHVN) Class Action – Investors With Significant Losses Encouraged to Contact the Firm — Neutral
BHVN GlobeNewsWire — September 02, 2025ATLANTA, Sept. 02, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Biohaven Ltd. (“Biohaven” or the “Company”) (NYSE: BHVN). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information regarding Biohaven's business, operations, and prospects, including allegations that: (i) troriluzole's regulatory prospects as a treatment for spinocerebellar ataxia, and/or the sufficiency of data that Biohaven submitted in support of troriluzole's regulatory approval for this indication, were overstated; (ii) BHV-7000's efficacy and clinical prospects as a treatment for bipolar disorder were likewise overstated; and (iii) all of the …