Tesla Loses Big to BYD in Europe — Negative

TSLA   24/7 Wall Street — August 28, 2025

Tesla Inc. (NASDAQ: TSLA) held the electric vehicle (EV) crown for a decade worldwide.

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AT&T Inc. (T) Acquisition of Spectrum Licenses from EchoStar Call Transcript — Neutral

T  TBB   Seeking Alpha — August 28, 2025

AT&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.

image for news AT&T Inc. (T) Acquisition of Spectrum Licenses from EchoStar Call Transcript

Veeva Systems: Overall, A Good Q2, With Only A Few Minor Issues — Positive

VEEV   Seeking Alpha — August 28, 2025

Veeva 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.

image for news Veeva Systems: Overall, A Good Q2, With Only A Few Minor Issues

EWO: Lack Of Diversification Creates Added Risks — Negative

EWO   Seeking Alpha — August 28, 2025

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.

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Here's Why NiSource Stock Deserves a Spot in Your Portfolio Right Now — Positive

NI   Zacks Investment Research — August 28, 2025

NI is boosting growth through clean energy investments, strong regulated assets, rising dividends and solid earnings momentum.

image for news Here's Why NiSource Stock Deserves a Spot in Your Portfolio Right Now

2 AI-Powered Cloud Platform Stocks in Focus After Solid Q2 Earnings — Positive

MDB  SNOW   Zacks Investment Research — August 28, 2025

MongoDB and Snowflake surged after beating Q2 estimates, as strong AI-driven demand powers cloud platform growth.

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Ollie's Bargain Outlet (OLLI) Surpasses Q2 Earnings and Revenue Estimates — Positive

OLLI   Zacks Investment Research — August 28, 2025

Ollie'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.

image for news Ollie's Bargain Outlet (OLLI) Surpasses Q2 Earnings and Revenue Estimates

Philip Morris: Quality Growth And What To Look For Going Forward — Positive

PM   Seeking Alpha — August 28, 2025

Philip 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.

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VANCOUVER, 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 …

image for news ZenaTech's Spider Vision Sensors Expands Drone Component Manufacturing Capabilities Enabling Compliant Global Supply Chain for US Defense Customers

Clockwise Announces Yearly Distributions on $TIME — Neutral

TIME   GlobeNewsWire — August 28, 2025

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.

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Chris 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.

image for news Long-term reliance on Nvidia is something the Chinese government doesn't want to see: Chris Miller

Despite 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.

image for news Nvidia Q2 2026 Earnings: The Achilles' Heel That Confirmed Our Flip To Short

China Auto Deals Boost Expansion: Can SoundHound Outrun Local AI? — Positive

SOUN   Zacks Investment Research — August 28, 2025

SoundHound 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.

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Why Are People Still Buying MSTY While It Goes Down Like the Titanic? — Negative

MSTY   24/7 Wall Street — August 28, 2025

In 2022, YieldMax pioneered and premiered its first of a menu of single stock covered call ETFs: an ETF tracking Tesla, ticker: TSLY.

image for news Why Are People Still Buying MSTY While It Goes Down Like the Titanic?

AEM vs. NEM: Which Gold Mining Stock Should You Invest in Now? — Positive

AEM  NEM   Zacks Investment Research — August 28, 2025

Agnico Eagle and Newmont strengthen their positions with rising cash flows, project expansions, and steady dividends amid firm gold prices.

image for news AEM vs. NEM: Which Gold Mining Stock Should You Invest in Now?

Gold Price Outlook – Gold Continues to See Buyers — Negative

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   FXEmpire — August 28, 2025

The 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.

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Nvidia Is Positioned To Outperform Expectations — Positive

NVDA   Seeking Alpha — August 28, 2025

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.

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Nutanix: What To Make Of The Q4 Results — Positive

NTNX   Seeking Alpha — August 28, 2025

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.

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Keurig 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.

image for news Keurig Dr Pepper: Post-Acquisition Reaction Valid, But Consider Opportunities

Options Corner: DELL — Neutral

DELL   Schwab Network — August 28, 2025

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.

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