Honeywell Witnesses Rise in Defense Sales: Can the Momentum Sustain? — Positive

HON   Zacks Investment Research — August 27, 2025

HON's defense and space unit is surging on global demand and U.S. budget tailwinds.

image for news Honeywell Witnesses Rise in Defense Sales: Can the Momentum Sustain?

MercadoLibre Expands Lending: Will Rising Risk Weigh on Profits? — Neutral

MELI   Zacks Investment Research — August 27, 2025

MELI's aggressive lending growth risks future profits as asset quality lags and provisioning pressures rise.

image for news MercadoLibre Expands Lending: Will Rising Risk Weigh on Profits?

Reasons to Hold Roper Technologies in Your Portfolio Now — Positive

ROP   Zacks Investment Research — August 27, 2025

ROP is riding software strength and strategic acquisitions, but high costs and debt temper the outlook.

image for news Reasons to Hold Roper Technologies in Your Portfolio Now

Compared to Estimates, Kohl's (KSS) Q2 Earnings: A Look at Key Metrics — Positive

KSS   Zacks Investment Research — August 27, 2025

Although the revenue and EPS for Kohl's (KSS) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

image for news Compared to Estimates, Kohl's (KSS) Q2 Earnings: A Look at Key Metrics

Williams-Sonoma (WSM) Reports Q2 Earnings: What Key Metrics Have to Say — Neutral

WSM   Zacks Investment Research — August 27, 2025

While the top- and bottom-line numbers for Williams-Sonoma (WSM) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

image for news Williams-Sonoma (WSM) Reports Q2 Earnings: What Key Metrics Have to Say

Following a challenge brought by Vertex Pharmaceuticals Incorporated, BBB National Programs' National Advertising Division will refer claims made by Maze Therapeutics, Inc. to the appropriate regulatory authorities for review and possible enforcement action for failure to submit a substantive response to the National Advertising Division's (NAD) inquiry. Following a challenge brought by Vertex Pharmaceuticals Incorporated, BBB National Programs' National Advertising Division will refer claims made by Maze Therapeutics, Inc. to the appropriate regulatory authorities for review and possible enforcement action for failure to submit a substantive response to the National Advertising Division's (NAD) inquiry.

image for news National Advertising Division Refers Maze Therapeutics to Regulatory Authorities for Failure to Respond to Inquiry

Cybersecurity's Crossroads: Can CRWD Earnings Reignite Bullish Momemntum? — Neutral

CRWD   Schwab Network — August 27, 2025

After Okta Inc. (OKTA) posted an earnings win and subsequent rally, now cybersecurity investors await CrowdStrike's (CRWD) report after the close on Wednesday. Marley Kayden notes the company's significant rally over the last year, even as the stock trades close to 20% off its all-time high.

image for news Cybersecurity's Crossroads: Can CRWD Earnings Reignite Bullish Momemntum?

L3Harris is uniquely positioned to benefit from rising defense budgets, leading in missile defense, space-based sensing, and advanced communications. Strong backlog, strategic program ramps, and Aerojet Rocketdyne integration support robust multi-year revenue and margin growth outlook. Despite a premium to peers, LHX's superior margins, diversified platform exposure, and free cash flow justify its valuation and offer upside potential.

image for news L3Harris: Strategic Defense Leader With Growth Visibility And Margin Expansion

The only leading waffle brand with 20% of your daily value of protein, Eggo® fuels mornings with the taste everyone agrees on The First Bite: Eggo expands its protein lineup with three new flavors: Buttermilk Vanilla Protein Waffles, Vanilla Protein Pancakes and Blueberry Protein Pancakes – giving fans a wholesome, tasty way to fuel their mornings with 20% of the recommended daily value of protein in every serving. Fuel your morning without sacrificing great taste.

image for news Eggo® Unveils Three New Protein Waffle and Pancake Flavors, Expanding Its Line with the Same Great Taste Fans Love

IVOO: Mid-Caps Are Looking More Attractive — Positive

IVOO   Seeking Alpha — August 27, 2025

Large-cap stocks are at historically high valuations, increasing risk; mid-cap stocks offer better value and growth potential. Vanguard S&P Mid-Cap 400 ETF (IVOO) provides strong historical returns, broad diversification, and a low expense ratio of 0.07%. IVOO's valuation metrics are significantly more attractive than large-cap peers, with higher expected long-term earnings growth.

image for news IVOO: Mid-Caps Are Looking More Attractive

Champion Iron is uniquely positioned to supply high-grade, DRI-quality iron ore essential to electrifying steel production, offering significant upside amid the green transition. With expansion at Bloom Lake and Kami, Champion could potentially 10X earnings and share price, making it a compelling strong buy versus iron ore majors. Risks include short-term iron ore price volatility and capital expenditure needs, but prudent management and strategic partnerships mitigate these concerns.

image for news Champion Iron: An Undercovered Electrification Play With High Upside And Low Risk

Starbucks vs. Dutch Bros: Which Coffee Stock is a Better Buy Now? — Positive

BROS  SBUX   Zacks Investment Research — August 27, 2025

BROS' rapid shop growth, youth-focused brand, and rising estimates give it the edge over SBUX in the evolving coffee market.

image for news Starbucks vs. Dutch Bros: Which Coffee Stock is a Better Buy Now?

NextEra Energy is a long-term Buy, supported by stable, growing dividends and strong demand tailwinds from data centers and tech customers. Debt concerns are overstated; the company's conservative debt structure and high coverage ratios support ongoing growth initiatives and dividend increases. Dividend yield is approaching 3%, with management guiding for 10% annual growth through 2026, backed by a 30-year history of increases.

image for news NextEra Energy: Data Center Demand And Capacity Backlogs Set Stage For Rerating

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)---- $VCYT--Veracyte Announces New Study in Cell Shows that Decipher Prostate Test Predicts Chemotherapy Benefit in Patients with Metastatic Prostate Cancer.

image for news Veracyte Announces New Study Published in Cell Shows that Decipher Prostate Test Predicts Chemotherapy Benefit in Patients with Metastatic Prostate Cancer

RBC Capital Markets' Rishi Jaluria: MongoDB poised to go higher — Positive

MDB   CNBC Television — August 27, 2025

Rishi Jaluria, RBC Capital Markets analyst, joins CNBC's 'Squawk on the Street' to discuss the bull case for software, expectations for MongoDB, and much more.

image for news RBC Capital Markets' Rishi Jaluria: MongoDB poised to go higher

Mastercard Just Took It To The Next Level — Positive

MA   Seeking Alpha — August 27, 2025

Mastercard delivered exceptional Q2 2025 results, accelerating revenue growth to 16.8% y/y, driven by strong value-added services performance. Management raised 2025 guidance, expecting high-teens net revenue growth and maintaining high profitability. Mastercard continues to outpace Visa in revenue growth, narrowing the profitability gap as scale increases, despite Visa's larger size.

image for news Mastercard Just Took It To The Next Level

Jacobs to Expand Backlog With Multi-Year Marselis Tunnel Project — Positive

J   Zacks Investment Research — August 27, 2025

J to boost its infrastructure portfolio with Denmark's Tunnel project, driving backlog growth and long-term momentum.

image for news Jacobs to Expand Backlog With Multi-Year Marselis Tunnel Project

Top 3 Equity REITs Worth Buying as Industry Prospects Improve — Positive

DEA  TRNO  WELL   Zacks Investment Research — August 27, 2025

Welltower, Terreno Realty and Easterly Government Properties stand out as the Equity Trust - Other industry is poised to gain from shifting trends and demand drivers.

image for news Top 3 Equity REITs Worth Buying as Industry Prospects Improve

Hafnia Limited (HAFN) Q2 2025 Earnings Call Transcript — Neutral

HAFN   Seeking Alpha — August 27, 2025

Hafnia Limited (NYSE:HAFN ) Q2 2025 Earnings Conference Call August 27, 2025 8:30 AM ET Company Participants Mikael Opstun Skov - Chief Executive Officer Perry Wouter Van Echtelt - Chief Financial Officer Soren Skibdal Winther - Vice President of Commercial Conference Call Participants Frode Morkedal - Clarksons Platou Securities, Inc., Research Division Omar Mostafa Nokta - Jefferies LLC, Research Division Operator Welcome to Hafnia's Second Quarter 2025 Financial Results Presentation. We will begin shortly.

image for news Hafnia Limited (HAFN) Q2 2025 Earnings Call Transcript

From Startup To Superbank: Why Nu Holdings Still Has Room To Run — Positive

NU   Seeking Alpha — August 27, 2025

Nu Holdings delivered another stellar quarter, showcasing strong revenue growth, rising profitability, and expanding customer base across Latin America. I see Nubank as still early in its growth journey, with massive potential in the Latin American fintech market and a path to global financial leadership. Valuation remains attractive, with NU trading at under 1 PEG and a significant discount to peers like SoFi, despite superior growth and profitability.

image for news From Startup To Superbank: Why Nu Holdings Still Has Room To Run