VB is showing signs of a comeback, driven by likely monetary easing, attractive valuations, and a broadening market beyond mega-cap tech. Small caps benefit from supportive macro conditions: moderate growth, easing inflation, deregulatory policies, and tax cuts, improving their outlook, versus large caps. VB offers low-cost, diversified exposure to small caps, and active alternatives, like TMSL, have not delivered superior risk-adjusted returns after fees.
Aurora Mobile's GPTBots.ai Partners with Thailand's Digital Leader Vonosis to Accelerate Enterprise AI Adoption Across Healthcare, Retail and Manufacturing — Neutral
JG GlobeNewsWire — August 27, 2025SHENZHEN, China, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Aurora Mobile Limited (NASDAQ: JG) (“Aurora Mobile” or the “Company”), a leading provider of customer engagement and marketing technology services in China, today announced that its AI agent platform, GPTBots.ai, has entered into a strategic partnership with Vonosis Co., Ltd. (“Vonosis”), a leading digital transformation and cloud solutions provider in Thailand. This partnership marks a new milestone in GPTBots.ai's Southeast Asia expansion, as the two companies join forces to deliver turnkey, deeply localized AI solutions for core industries such as healthcare, retail, and manufacturing across Thailand and the broader region.
Prediction: This Unstoppable Vanguard ETF Will Keep Beating the S&P 500 Over the Long Term — Positive
VOOG The Motley Fool — August 27, 2025There are 500 companies from all 11 economic sectors in the S&P 500 (^GSPC 0.41%), so it's a well-diversified, large-cap index. Companies have to meet a strict criteria to be added to it -- they must be profitable, and they need to maintain a market capitalization of at least $22.7 billion, among other things.
Zhihu Inc. Reports Unaudited Second Quarter 2025 Financial Results — Neutral
ZH GlobeNewsWire — August 27, 2025BEIJING, China, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Zhihu Inc. (“Zhihu” or the “Company”) (NYSE: ZH; HKEX: 2390), a leading online content community in China, today announced its unaudited financial results for the quarter ended June 30, 2025.
Mastercard: Why The Trillion Dollar Payments Giant Remains A Long-Term Compounder — Positive
MA Seeking Alpha — August 27, 2025Mastercard's payments network remains a growth engine, with Q2 revenues up 13% and a strong U.S. market share, second only to Visa. Total cards issued grew 6% year-over-year, and the global adoption of contactless and digital payments is a key growth driver for Mastercard. Cross-border payments are a standout, with fees up 17% year-over-year, benefiting from rising global travel and e-commerce trends.
NOAH Holdings | ARK Wealth H2 CIO Report: Technology-Driven Deflation and Efficiency Dividends Are Reshaping Asset Allocation — Neutral
NOAH PRNewsWire — August 27, 2025The Report explores a dual-track economic structure, balancing structural inflation with deep deflation driven by technological disruption. Technology-driven deflation is projected to be a transformative force, unlocking productivity gains as a key source of future value creation.
Dominion Energy: Keeping A Buy Rating, But For New AI Reasons — Positive
D Seeking Alpha — August 27, 2025Dominion Energy is benefiting from strong AI-driven electricity demand, especially in key mid-Atlantic load centers like Loudoun County, Virginia. Q2 results beat expectations, with robust EPS and revenue growth, and management reaffirmed 2025 guidance and a healthy dividend yield. Valuation remains attractive, with a potential price target of $68.20 and technical indicators signaling a bullish breakout toward $76.
Newmont's Q2 2025 results confirm exceptional cash generation, disciplined cost control, and robust shareholder returns, reinforcing its financial strength and operational excellence. Despite a 35% share price rally, Newmont remains undervalued versus peers and its own historical averages, offering an attractive entry point for investors. The company's focus on Tier 1 assets, copper integration, and portfolio optimization positions it as a top large-cap mining opportunity with strong long-term fundamentals.
Newmont Corporation: Turnaround Potential That Still Has Room To Shine — Positive
NEM Seeking Alpha — August 27, 2025Newmont's strategic shift to focus on Tier One mines and divest non-core assets strengthens its balance sheet and operational quality, positioning it for a turnaround. Robust free cash flow generation, improved debt profile, share buybacks, and flexibility for shareholder returns or M&A make Newmont attractive despite the low dividend yield. Current gold price dynamics and Newmont's cost structure support sustainability, while asset sales at high gold prices further enhance value and risk management.
Kimbell Royalty Partners: Solid Production, But Distribution Reduced Due To Lower Oil Prices — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Seeking Alpha — August 27, 2025Kimbell's distribution declined from $0.47 in Q1 2025 to $0.38 in Q2 2025. KRP's production was stable, but lower commodity prices affected its distribution. Based on the current strip, I'd expect a quarterly distribution of around $0.35 to $0.36 per unit during the second half of the year.
Rio Tinto narrows focus to three product groups to 'improve value creation' — Positive
RIO Proactive Investors — August 27, 2025Rio Tinto Ltd's (LSE:RIO, ASX:RIO, OTC:RTNTF) new chief executive is reorganising the group's organisational structure into three core product groups – copper, iron ore, and aluminium & lithium – while putting smaller businesses under review. Along with the associated leadership changes, the FTSE 100 miner said these tweaks are designed to "drive greater accountability and safe, sustainable, profitable growth".
Bitcoin, Ethereum, XRP, Cronos Gain. 2 Ways Trump Is Boosting Cryptos. — Positive
CRON Barrons — August 27, 2025Bitcoin, Ethereum and other cryptocurrencies were reacting to hopes of interest-rate cuts while President Donald Trump's family is backing smaller crypto Cronos.
ABM Industries: Aviation And Technological Solutions Power Growth, But Office Market Exposure Weighs — Positive
ABM Seeking Alpha — August 27, 2025ABM grows steadily, with strong contributions from Aviation and Technical Solutions, supported by demand for travel, microgrids, electrification, and data centers. Margins remain thin as ERP costs, rising SG&A, and higher interest expenses weigh on profitability, pushing net income and EPS lower, despite modest top-line growth. Cash flow is weak due to ERP rollout and working capital needs, but $1.1B in new bookings shows healthy demand, with Technical Solutions as the key driver.
Best Income Stocks to Buy for August 27th — Positive
BHB CNQ COLB Zacks Investment Research — August 27, 2025CNQ, COLB and BHB made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 27, 2025.
EOG Resources: An Integrated Acquisition And Continued Growth — Positive
EOG Seeking Alpha — August 27, 2025EOG Resources has an impressive portfolio of natural gas assets as it integrates Encino. The company is continuing to benefit from record natural gas demand from datacenters and LNG exports. EOG Resources is continuing to generate strong dividends and share repurchases, making it a valuable investment.
Red Cat Holdings: $160 Million Per Year Upside From A Possible DJI Ban Next Year — Positive
RCAT Seeking Alpha — August 27, 2025I reiterate my strong buy rating on Red Cat Holdings, and I integrate a new pillar to the growth story: a possible DJI ban in the US next year. If §1709 triggers DJI's addition to the Covered List by December 23, 2025, new approvals stop. With DJI's ~90% share, a 10% take of ~$1.6B yields ~$160M/year. Management says a civilian Black Widow is in process and entering the market relatively soon. Capacity is 1,000 drones/month today.
UP Fintech: Profit Surges Nearly 8x YoY, Client Assets Reach Record High of US$52.1 Billion — Neutral
TIGR PRNewsWire — August 27, 2025NEW YORK , Aug. 27, 2025 /PRNewswire/ -- UP Fintech Holding Limited (NASDAQ: TIGR) ("UP Fintech" or the "Company"), announced its unaudited financial results for the second quarter ended June 30, 2025. UP Fintech achieved a total revenue of US$138.7 million in the second quarter, up 58.7% increase year-over-year (YoY), marking a record high.
JD Sports Rises 4% On Improving North America Sales, New Share Buyback — Positive
JD Forbes — August 27, 2025Shares in JD Sports moved higher after the athleisure retailer announced improving sales in North America and announced plans for a new £100 million share buyback programme.
Sandisk Corporation: Bull Thesis Strengthens As Execution Shines — Positive
SNDK Seeking Alpha — August 27, 2025Sandisk remains a buy as NAND market undersupply persists, supporting pricing power and robust earnings growth. Enterprise SSDs, driven by AI demand and new product launches, are now a measurable and accretive growth driver for SNDK. SNDK's technology roadmap, including BiCS8 and high bandwidth flash, underpins both near-term margin expansion and long-term growth.
Natural Gas and Oil Forecast: Bearish Momentum Targets $60 in WTI and $64 in Brent — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP FXEmpire — August 27, 2025Natural gas coiling near $2.81, WTI near $63, Brent near $66. Technical pressure builds as traders watch triangle breakouts for direction.