SCHD: Nvidia's Earnings Scream "Go Defensive" — Neutral
NVDA SCHD Seeking Alpha — September 02, 2025Despite not being an AI bear, today's uncertain macro backdrop and market overexuberance make me temper growth expectations and stay defensive. Additionally, the market's reaction to Nvidia's latest earnings screams of overexcitement in growth. SCHD is still well ahead of its peers not only in terms of dividend yield, but its dividend growth record also looks much better.
INVESTOR ALERT: Holzer & Holzer, LLC Reminds Investors of September 5, 2025 Lead Plaintiff Deadline in the iRobot Corporation (IRBT) Class Action – Investors With Significant Losses Encouraged to Contact the Firm — Neutral
IRBT GlobeNewsWire — September 02, 2025ATLANTA, Sept. 02, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against iRobot Corporation (“iRobot” or the “Company”) (NASDAQ: IRBT). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information about iRobot's business, operations, and prospects, including allegations that: (i) iRobot overstated the extent to which the Restructuring Plan would help the Company maintain stability after the termination of the Amazon Acquisition; (ii) as a result, it was unlikely that iRobot would be able to profitably operate as a standalone company; and (iii) accordingly, there was substantial doubt …
Ituran Location: A Buy In The Telematics Industry — Positive
ITRN Seeking Alpha — September 02, 2025I rate ITRN a buy, projecting 155% upside by 2027, driven by subscriber growth, OEM partnerships, and a resilient recurring revenue model. ITRN's strong presence in emerging markets, especially Latin America, and expanding OEM deals position it ahead of global competitors. The company's subscription-based model delivers defensive margins, high ROE, and consistent cash flow, supporting dividends and buybacks.
PANW vs. CRWD: Which Cybersecurity Stock is a Better Buy? — Positive
CRWD PANW Zacks Investment Research — September 02, 2025CrowdStrik's rapid ARR gains and AI-native edge put it ahead of Palo Alto Networks in the battle for cybersecurity dominance.
Pembina Pipeline: Not a Buy Yet, But Still Worth Holding — Neutral
PBA Zacks Investment Research — September 02, 2025PBA shows strong pipeline growth and propane exports, yet margin compression, commodity volatility and capex-heavy years may limit near-term gains.
What Nvidia's Earnings Could Mean for Broadcom and Other Chipmakers — Positive
NVDA Investopedia — September 02, 2025As one of the primary beneficiaries of the AI boom, chipmaker Nvidia's (NVDA) stock has become a bellwether for industry, with its quarterly results last week offering some clues about what to expect from Broadcom (AVGO) later this week, and other chipmakers.
Tortoise Capital's Rob Thummel: We expect oil to be oversupplied in the second half of the year — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC Television — September 02, 2025Rob Thummel, Tortoise Capital senior portfolio manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on oil prices, whether India and China plan to continue buying Russian crude, and much more.
Transocean Plans to Sell Off Five Stacked Rigs to Streamline Fleet — Negative
RIG Zacks Investment Research — September 02, 2025RIG plans to sell five stacked rigs, including four drillships, incurring a $1.9B charge as it sharpens focus on high-spec assets.
Is DefenCath Sufficient to Support CorMedix's Long-Term Growth Path? — Positive
CRMD Zacks Investment Research — September 02, 2025CRMD's DefenCath, its only revenue source, posts $78.8M in sales in H1 2025, with exclusivity through 2033 fueling growth potential.
C3.ai, Inc. (AI) Hit With Securities Class Action After Shares Crash 25% On Large Revenue Miss -- Hagens Berman — Neutral
AI PRNewsWire — September 02, 2025SAN FRANCISCO , Sept. 2, 2025 /PRNewswire/ -- A securities fraud class action lawsuit styled Liggett Sr. v.
Here's Why I Expect Kroger's Quarterly Results To Be Good — Positive
KR Seeking Alpha — September 02, 2025Consumers are shifting into value mode, eating out less and prioritizing cost savings, which benefits grocers like Kroger. Kroger's valuation is reasonable, with a PE ratio below sector median, stable EPS growth, and a solid track record of beating earnings expectations. Recent reports from Walmart and Dollar General support the thesis of increased value-seeking behavior, suggesting Kroger will see similar sales growth.
3 Stocks to Watch From a Challenging Cable Television Industry — Positive
CABO CHTR CMCSA Zacks Investment Research — September 02, 2025Zacks Cable Television industry participants like CMCSA, CHTR and CABO are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.
C3.ai Before Q1 Earnings Release: Buy, Sell or Hold the Stock? — Neutral
AI Zacks Investment Research — September 02, 2025C3.ai, Inc. AI is scheduled to report its first-quarter of fiscal 2026 results on Sept. 3, after the closing bell.
Editas Medicine, Inc. - Special Call Company Participants Gilmore O'Neill - President, CEO & Director Linda Burkly - Executive VP & Chief Scientific Officer Conference Call Participants Jack Allen - Robert W. Baird & Co. Incorporated, Research Division Samantha Semenkow - Citigroup Inc., Research Division Alec Stranahan - BofA Securities, Research Division Mehdi Goudarzi - Truist Securities, Inc., Research Division Philip Nadeau - TD Cowen, Research Division Jonathan Miller - Evercore ISI Institutional Equities, Research Division Soumit Roy - JonesTrading Institutional Services, LLC, Research Division Eric Schmidt - Cantor Fitzgerald & Co., Research Division Huidong Wang - Barclays Bank PLC, …
SIG Shines in Earnings, KHC Split, PEP's $4B Elliott Management Stake — Positive
KHC PEP SIG Schwab Network — September 02, 2025Diane King Hall says "diamonds are still a girl's best friend" as Signet Jewelers (SIG) topped earnings and raised full-year guidance. She notes the possibility for further growth as more couples are expected to become engaged in the months ahead.
Quasar Medical Strengthens Global CDMO Platform with Acquisition of Nordson Medical's Galway and Tecate Facilities — Neutral
NDSN PRNewsWire — September 02, 2025This milestone enhances Quasar's global CDMO platform, broadening end-to-end capabilities and providing increased value for medical device OEMs and innovators. GALWAY, Ireland, Sept.
MFC Outperforms Industry, Trades Near 52-Week High: Time to Hold? — Positive
MFC Zacks Investment Research — September 02, 2025Manulife Financial stock rallies on the back of a solid Asia business, an expanding Wealth and Asset Management business and a strong capital position.
How Is PPL Empowering Customers Through Energy Efficiency? — Positive
PPL Zacks Investment Research — September 02, 2025PPL boosts grid reliability and customer savings with nearly $200M invested in energy efficiency programs in 2024.
Will Opdivo and Opdivo Qvantig Drive BMY's Top-Line Growth? — Positive
BMY Zacks Investment Research — September 02, 2025Bristol Myers expects mid to high-single-digit sales growth for Opdivo and Qvantig in 2025 as approvals and launches gain momentum.
Glaukos Builds Dual Growth Engines Amid Market Headwinds — Neutral
GKOS Zacks Investment Research — September 02, 2025GKOS raises revenue guidance after record 1H sales, fueled by iDose TR adoption and expanding international glaucoma momentum.