Verizon to speak at BofA Securities Media, Communications & Entertainment Conference Sept. 3 — Neutral
VZ GlobeNewsWire — August 28, 2025NEW YORK, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Sowmyanarayan Sampath, Executive Vice President for Verizon (NYSE, Nasdaq: VZ) and CEO for Verizon Consumer, is scheduled to speak at the BofA Securities 2025 Media, Communications & Entertainment Conference on Wednesday, September 3, at 8:00 a.m. ET. His remarks will be webcast, with access instructions available on Verizon's Investor Relations website, www.verizon.com/about/investors .
Microsoft Corporation's latest earnings report shows robust growth, especially in Azure and Office. Despite a P/E of ~33x, MSFT's current valuation is fair when adjusted for its fundamental growth and profitability potential. Rising CAPEX is concerning, and CAPEX demand has outpaced cash flow growth by a wide margin in recent quarters.
Can HUBS' AI Innovation Boost its Competitive Edge in the CRM Space? — Positive
HUBS Zacks Investment Research — August 28, 2025HubSpot is gaining ground in the CRM space, backed by strong AI integration across its entire product suite.
ConocoPhillips' Resilient Free Cash Flows Build Long-Term Value — Positive
COP Zacks Investment Research — August 28, 2025COP delivers $4.7B in Q2 operating cash flow and eyes stronger free cash flow generation ahead to fuel long-term value.
More Records Could Be in Store for Robinhood Stock — Positive
HOOD Schaeffers Research — August 28, 2025Robinhood Markets Inc (NASDAQ:HOOD) stock was last seen 0.6% higher to trade at $103.53, while sporting a 409.6% year-over-year lead.
Banco Macro S.A. (BMA) Q2 2025 Earnings Call Transcript — Neutral
BMA Seeking Alpha — August 28, 2025Banco Macro S.A. (NYSE:BMA ) Q2 2025 Earnings Conference Call August 28, 2025 11:00 AM ET Company Participants Jorge Francisco Scarinci - CFO, Finance Manager & IR Manager Nicolas A.
Dick's Sporting Goods CEO Sees ‘No Slowdown' With Consumer Spending — Positive
DKS PYMNTS — August 28, 2025Dick's Sporting Goods reported stronger-than-expected results for its second quarter, providing additional evidence in the surge of retailers' latest reports that consumers are willing to spend in-store, and especially online. Despite the 5% gain in overall sales, to $3.
Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue — Negative
NVDA CNBC — August 28, 2025Two Nvidia customers made up 39% of Nvidia's revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmakers clientele. "Customer A" made up 23% of total revenue, and "Customer B" comprised 16% of total revenue, according to the company's second-quarter filing with the Securities and Exchange Commission.
Casella Waste Systems, Inc. Announces Pricing of Remarketed New York State Environmental Facilities Corporation Solid Waste Disposal Revenue Bonds — Neutral
CWST GlobeNewsWire — August 28, 2025RUTLAND, Vt., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (“Casella”) (NASDAQ:CWST), a regional solid waste, recycling and resource management services company, today announced that it has priced the previously announced remarketing of $37.5 million aggregate principal amount of New York State Environmental Facilities Corporation (the “Issuer”) Solid Waste Disposal Revenue Bonds (Casella Waste Systems, Inc. Project) Series 2020R-1 issued on September 2, 2020 (collectively, the “Bonds”). The Bonds were originally issued in the aggregate principal amount of $40.0 million and have a final maturity of September 1, 2050. It is expected that $2.5 million of the aggregate …
Micron Technology is upgraded to "Strong Buy" with a new price target of $146.88, reflecting robust earnings momentum and upwardly revised guidance. The company is significantly undervalued versus peers, with strong EBITDA growth, improving free cash flow, and a projected net cash position next year. Micron's DRAM and HBM segments are driving growth, supported by AI and data center demand, while NAND risks are being proactively managed.
Commonwealth Fusion Systems said it isn't eyeing a near-term initial public offering
Johnson Fistel Investigates Fairness of Proposed Sale of TXNM Energy, Inc. — Neutral
TXNM GlobeNewsWire — August 28, 2025SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP has launched an investigation into whether the board members of TXNM Energy, Inc. (NYSE: TXNM) breached their fiduciary duties in connection with the proposed sale of the Company to Blackstone Infrastructure.
Blue Owl Capital: Hard For Me To Turn Bullish Right Now — Positive
OWL Seeking Alpha — August 28, 2025Interest rate headwinds are likely to persist, pressuring OBDC's net investment income per share through at least 2026. OBDC's fundamentals remain solid, with low non-accruals, strong liquidity, and prudent capital allocation despite rate compression. Growth opportunities exist in data center finance and AI-driven private credit deals, but these may not fully offset NII normalization risks.
BILL Holdings, Inc. just delivered strong Q4 results and robust guidance, with core revenue growth offsetting float revenue risks from lower interest rates. The stock has jumped more than 10% post-earnings, but remains sharply down since the start of the year: a great rebound opportunity for a business with stabilizing top-line growth. The company boasts double-digit TPV growth, a broad customer base, and best-in-class gross margins, supporting long-term profitability.
ROSEN, A LEADING LAW FIRM, Encourages CTO Realty Growth, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – CTO, CTO-PA — Neutral
CTO GlobeNewsWire — August 28, 2025NEW YORK, Aug. 28, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CTO Realty Growth, Inc. (NYSE: CTO, CTO-PA) between February 18, 2021 and June 24, 2025, both dates inclusive (the “Class Period”), of the October 7, 2025 lead plaintiff deadline.
MELI vs. SE: Which Global E-Commerce Offers Greater Upside Now? — Positive
MELI SE Zacks Investment Research — August 28, 2025MELI's profit squeeze and rising credit risk contrast with SE's diversified growth and stronger execution across regions.
BKSY's Growth Driven by Strong Government Contract Momentum — Positive
BKSY Zacks Investment Research — August 28, 2025BlackSky's recurring government contracts fuel revenue growth and boost its standing in the competitive space and defense tech sector.
MARA's Hybrid Bitcoin Strategy Enhances Its Investment Case — Positive
MARA Zacks Investment Research — August 28, 2025Marathon Holdings' hybrid strategy of steady Bitcoin mining revenues and long-term asset accumulation sets it apart in the crypto sector.
Intel gets $5.7 billion from Trump deal as White House says details are 'being ironed out' — Positive
INTC CNBC — August 28, 2025Intel CFO David Zinser said that the semiconductor giant received $5.7 billion from the U.S. government. The investment is part of the U.S. government's decision last Friday to take a 10% stake in the beleaguered computer chip company.
Microsoft starts testing AI model that could escalate competition with OpenAI — Positive
MSFT CNBC — August 28, 2025Microsoft's MAI-1-preview model is the software company's first model trained internally from start to finish, executive Mustafa Suleyman said. The company is testing it on a public website and is taking requests for early access from developers.