Tesla Inc. (NASDAQ: TSLA) held the electric vehicle (EV) crown for a decade worldwide.
AT&T Inc. (T) Acquisition of Spectrum Licenses from EchoStar Call Transcript — Neutral
T TBB Seeking Alpha — August 28, 2025AT&T Inc. (NYSE:T ) Acquisition of Spectrum Licenses from EchoStar Call August 26, 2025 8:30 AM ET Company Participants Brett Joseph Feldman - Senior Vice President of Finance & Investor Relations John T. Stankey - CEO & Chairman Pascal Desroches - Senior EVP & CFO Conference Call Participants Benjamin Daniel Swinburne - Morgan Stanley, Research Division James Edward Schneider - Goldman Sachs Group, Inc., Research Division John Christopher Hodulik - UBS Investment Bank, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Michael J.
Veeva Systems: Overall, A Good Q2, With Only A Few Minor Issues — Positive
VEEV Seeking Alpha — August 28, 2025Veeva Systems delivered strong Q2 results, with robust revenue growth and a fortress-like balance sheet, reinforcing its leadership in the biopharma sector. The company resolved its legal dispute with IQVIA, forming a partnership that reduces uncertainty and has been well-received by customers. Despite premium valuation metrics, Veeva's high margins and continued growth justify its current multiple, making it fairly valued relative to peers.
EWO has delivered impressive year-to-date returns, but gains are concentrated in just a few financial stocks, raising concerns about diversification and risk. Austria's economic outlook is challenged by high government debt, slow GDP growth, and potential trade and defense spending pressures, making future performance uncertain. EWO's heavy sector concentration, extreme risk score, and vulnerability to currency fluctuations increase the risk profile compared to broader European or US ETFs.
Here's Why NiSource Stock Deserves a Spot in Your Portfolio Right Now — Positive
NI Zacks Investment Research — August 28, 2025NI is boosting growth through clean energy investments, strong regulated assets, rising dividends and solid earnings momentum.
2 AI-Powered Cloud Platform Stocks in Focus After Solid Q2 Earnings — Positive
MDB SNOW Zacks Investment Research — August 28, 2025MongoDB and Snowflake surged after beating Q2 estimates, as strong AI-driven demand powers cloud platform growth.
Ollie's Bargain Outlet (OLLI) Surpasses Q2 Earnings and Revenue Estimates — Positive
OLLI Zacks Investment Research — August 28, 2025Ollie's Bargain Outlet (OLLI) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.78 per share a year ago.
Philip Morris: Quality Growth And What To Look For Going Forward — Positive
PM Seeking Alpha — August 28, 2025Philip Morris' Q2 Zyn volumes missed expectations in the US, but strong overall SFB growth reinforces my long-term buy thesis as the company pivots to smoke-free products. SFB now represents 23% of volumes and 43% of gross margin, with superior unit economics—each SFB unit is twice as profitable as combustibles. Key metrics to track: sustained positive volume growth, SFB gross margin share surpassing 50%, and maintaining strong SFB unit economics without margin sacrifice.
ZenaTech's Spider Vision Sensors Expands Drone Component Manufacturing Capabilities Enabling Compliant Global Supply Chain for US Defense Customers — Neutral
ZENA GlobeNewsWire — August 28, 2025VANCOUVER, British Columbia, Aug. 28, 2025 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) (FSE: 49Q) (BMV: ZENA) ("ZenaTech"), a business technology solution provider specializing in AI (Artificial Intelligence) drones, Drone as a Service (DaaS), Enterprise SaaS, and Quantum Computing solutions, announces the establishment of a new component parts manufacturing facility in Taiwan. The new facility represents an important step to advancing a compliant global supply chain for the company's US Defense-destined drones. Operated by its Taiwan-based Spider Vision Sensors (SVS) subsidiary, the facility is expected to reduce the reliance on third-party suppliers ensuring a stable, NDAA-compliant supply chain of component …
MILWAUKEE, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Clockwise today announced yearly distributions on the Clockwise Core Equity & Innovation ETF (TIME). Distribution as of 8/27/2025 ETF Ticker Distribution per Share Ex-Date Record Date Payment Date TIME $2.2949 8/28/2025 8/28/2025 8/29/2025 TIME, launched in partnership with Tidal Investments LLC, offers an adaptive approach to innovation investing.
Long-term reliance on Nvidia is something the Chinese government doesn't want to see: Chris Miller — Negative
NVDA CNBC Television — August 28, 2025Chris Miller, Tufts Fletcher School associate professor and ‘Chip War' author, joins 'Squawk Box' to discuss the challenges facing Nvidia to sell its chips to China, the Trump administration's revenue-sharing idea with Nvidia and other tech firms, state of the global semiconductor landscape, and more.
Nvidia Q2 2026 Earnings: The Achilles' Heel That Confirmed Our Flip To Short — Neutral
NVDA Seeking Alpha — August 28, 2025Despite outperforming Q2 earnings, Nvidia Corporation's roadmap for navigating China's growth headwinds, underscored by persistent geopolitical uncertainties, remains unaddressed. The regulatory chokehold over Nvidia's ability to resume H20 sales to China is evident in its disappointing Q3 outlook, despite having already secured export licenses for certain Chinese customers. The urgency to reclaim its China leadership is exacerbated by Cambricon's explosive growth, rapidly expanding local chip manufacturing capacity, and Chinese big tech's compliance with Beijing's call for AI independence.
China Auto Deals Boost Expansion: Can SoundHound Outrun Local AI? — Positive
SOUN Zacks Investment Research — August 28, 2025SoundHound AI SOUN just logged its strongest quarter ever, posting second-quarter 2025 revenues of $42.7 million — up 217% year over year — on the back of surging demand across restaurants, enterprise and automotive. The standout was a major win in China: a deal with a top-five Chinese OEM that will put SoundHound's generative AI voice platform into millions of vehicles.
Why Are People Still Buying MSTY While It Goes Down Like the Titanic? — Negative
MSTY 24/7 Wall Street — August 28, 2025In 2022, YieldMax pioneered and premiered its first of a menu of single stock covered call ETFs: an ETF tracking Tesla, ticker: TSLY.
AEM vs. NEM: Which Gold Mining Stock Should You Invest in Now? — Positive
AEM NEM Zacks Investment Research — August 28, 2025Agnico Eagle and Newmont strengthen their positions with rising cash flows, project expansions, and steady dividends amid firm gold prices.
Gold Price Outlook – Gold Continues to See Buyers — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — August 28, 2025The gold market continues to see a lot of buying pressure, despite the fact that the market is missing some of the institutional volume. Ultimately, this is a market that should continue to see volatility, but at this point in time, we are looking to reach the $3500 level.
Nvidia's Q2 results beat expectations, but guidance excludes potential China sales, understating future growth prospects. CEO Jensen Huang highlighted China's $50B AI market growing at 50%, suggesting Wall Street's growth estimates for Nvidia are too conservative. Nvidia's opportunities in Agentic AI and robotics, including the THOR platform, further support robust long-term growth.
Nutanix posted underwhelming Q4 results, with modest beats on EPS and revenue, and issued cautious revenue guidance for Q1-26. Despite an impressive free cash flow trajectory and a boosted share buyback program, new logo growth is expected to decelerate due to the high base and macro uncertainty. Valuation appears reasonable with a forward FCF yield near 4.5% and a P/E discount to historical averages.
Keurig Dr Pepper: Post-Acquisition Reaction Valid, But Consider Opportunities — Positive
KDP Seeking Alpha — August 28, 2025Keurig Dr Pepper Inc. maintains solid growth, stable margins, and robust liquidity despite market uncertainty and inflationary pressures. The JDE Peet acquisition introduces execution, synergy, and liquidity risks, but also offers potential for shareholder value and pure-play opportunities. Following a sharp price drop, KDP now trades at its cheapest multiples in years, with risks largely priced in and significant upside potential.
Dell Technologies (DELL) earnings are on the way after Thursday's close. Rick Ducat prepares investors and traders by taking a look at the technical setup on its chart.