SCHD: Nvidia's Earnings Scream "Go Defensive" — Neutral

NVDA  SCHD   Seeking Alpha — September 02, 2025

Despite 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.

image for news SCHD: Nvidia's Earnings Scream "Go Defensive"

ATLANTA, 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 …

image for news 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

Ituran Location: A Buy In The Telematics Industry — Positive

ITRN   Seeking Alpha — September 02, 2025

I 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.

image for news Ituran Location: A Buy In The Telematics Industry

PANW vs. CRWD: Which Cybersecurity Stock is a Better Buy? — Positive

CRWD  PANW   Zacks Investment Research — September 02, 2025

CrowdStrik's rapid ARR gains and AI-native edge put it ahead of Palo Alto Networks in the battle for cybersecurity dominance.

image for news PANW vs. CRWD: Which Cybersecurity Stock is a Better Buy?

Pembina Pipeline: Not a Buy Yet, But Still Worth Holding — Neutral

PBA   Zacks Investment Research — September 02, 2025

PBA shows strong pipeline growth and propane exports, yet margin compression, commodity volatility and capex-heavy years may limit near-term gains.

image for news Pembina Pipeline: Not a Buy Yet, But Still Worth Holding

What Nvidia's Earnings Could Mean for Broadcom and Other Chipmakers — Positive

NVDA   Investopedia — September 02, 2025

As 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.

image for news What Nvidia's Earnings Could Mean for Broadcom 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, 2025

Rob 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.

image for news Tortoise Capital's Rob Thummel: We expect oil to be oversupplied in the second half of the year

Transocean Plans to Sell Off Five Stacked Rigs to Streamline Fleet — Negative

RIG   Zacks Investment Research — September 02, 2025

RIG plans to sell five stacked rigs, including four drillships, incurring a $1.9B charge as it sharpens focus on high-spec assets.

image for news Transocean Plans to Sell Off Five Stacked Rigs to Streamline Fleet

Is DefenCath Sufficient to Support CorMedix's Long-Term Growth Path? — Positive

CRMD   Zacks Investment Research — September 02, 2025

CRMD's DefenCath, its only revenue source, posts $78.8M in sales in H1 2025, with exclusivity through 2033 fueling growth potential.

image for news Is DefenCath Sufficient to Support CorMedix's Long-Term Growth Path?

SAN FRANCISCO , Sept. 2, 2025 /PRNewswire/ -- A securities fraud class action lawsuit styled Liggett Sr. v.

image for news C3.ai, Inc. (AI) Hit With Securities Class Action After Shares Crash 25% On Large Revenue Miss -- Hagens Berman

Here's Why I Expect Kroger's Quarterly Results To Be Good — Positive

KR   Seeking Alpha — September 02, 2025

Consumers 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.

image for news Here's Why I Expect Kroger's Quarterly Results To Be Good

3 Stocks to Watch From a Challenging Cable Television Industry — Positive

CABO  CHTR  CMCSA   Zacks Investment Research — September 02, 2025

Zacks 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.

image for news 3 Stocks to Watch From a Challenging Cable Television Industry

C3.ai Before Q1 Earnings Release: Buy, Sell or Hold the Stock? — Neutral

AI   Zacks Investment Research — September 02, 2025

C3.ai, Inc. AI is scheduled to report its first-quarter of fiscal 2026 results on Sept. 3, after the closing bell.

image for news C3.ai Before Q1 Earnings Release: Buy, Sell or Hold the Stock?

Editas Medicine, Inc. - Special Call — Neutral

EDIT   Seeking Alpha — September 02, 2025

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, …

image for news Editas Medicine, Inc. - Special Call

SIG Shines in Earnings, KHC Split, PEP's $4B Elliott Management Stake — Positive

KHC  PEP  SIG   Schwab Network — September 02, 2025

Diane 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.

image for news SIG Shines in Earnings, KHC Split, PEP's $4B Elliott Management Stake

This 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.

image for news Quasar Medical Strengthens Global CDMO Platform with Acquisition of Nordson Medical's Galway and Tecate Facilities

MFC Outperforms Industry, Trades Near 52-Week High: Time to Hold? — Positive

MFC   Zacks Investment Research — September 02, 2025

Manulife Financial stock rallies on the back of a solid Asia business, an expanding Wealth and Asset Management business and a strong capital position.

image for news MFC Outperforms Industry, Trades Near 52-Week High: Time to Hold?

How Is PPL Empowering Customers Through Energy Efficiency? — Positive

PPL   Zacks Investment Research — September 02, 2025

PPL boosts grid reliability and customer savings with nearly $200M invested in energy efficiency programs in 2024.

image for news How Is PPL Empowering Customers Through Energy Efficiency?

Will Opdivo and Opdivo Qvantig Drive BMY's Top-Line Growth? — Positive

BMY   Zacks Investment Research — September 02, 2025

Bristol Myers expects mid to high-single-digit sales growth for Opdivo and Qvantig in 2025 as approvals and launches gain momentum.

image for news Will Opdivo and Opdivo Qvantig Drive BMY's Top-Line Growth?

Glaukos Builds Dual Growth Engines Amid Market Headwinds — Neutral

GKOS   Zacks Investment Research — September 02, 2025

GKOS raises revenue guidance after record 1H sales, fueled by iDose TR adoption and expanding international glaucoma momentum.

image for news Glaukos Builds Dual Growth Engines Amid Market Headwinds