VB: Tailwinds From A Potential Rotation To Small Caps — Positive

VB   Seeking Alpha — August 27, 2025

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.

image for news VB: Tailwinds From A Potential Rotation To Small Caps

SHENZHEN, 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.

image for news Aurora Mobile's GPTBots.ai Partners with Thailand's Digital Leader Vonosis to Accelerate Enterprise AI Adoption Across Healthcare, Retail and Manufacturing

There 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.

image for news Prediction: This Unstoppable Vanguard ETF Will Keep Beating the S&P 500 Over the Long Term

Zhihu Inc. Reports Unaudited Second Quarter 2025 Financial Results — Neutral

ZH   GlobeNewsWire — August 27, 2025

BEIJING, 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.

image for news Zhihu Inc. Reports Unaudited Second Quarter 2025 Financial Results

Mastercard'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.

image for news Mastercard: Why The Trillion Dollar Payments Giant Remains A Long-Term Compounder

The 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.

image for news NOAH Holdings | ARK Wealth H2 CIO Report: Technology-Driven Deflation and Efficiency Dividends Are Reshaping Asset Allocation

Dominion Energy: Keeping A Buy Rating, But For New AI Reasons — Positive

D   Seeking Alpha — August 27, 2025

Dominion 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.

image for news Dominion Energy: Keeping A Buy Rating, But For New AI Reasons

Newmont: A Cash Flow Machine With Copper Leverage — Positive

NEM   Seeking Alpha — August 27, 2025

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.

image for news Newmont: A Cash Flow Machine With Copper Leverage

Newmont Corporation: Turnaround Potential That Still Has Room To Shine — Positive

NEM   Seeking Alpha — August 27, 2025

Newmont'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.

image for news Newmont Corporation: Turnaround Potential That Still Has Room To Shine

Kimbell'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.

image for news Kimbell Royalty Partners: Solid Production, But Distribution Reduced Due To Lower Oil Prices

Rio Tinto narrows focus to three product groups to 'improve value creation' — Positive

RIO   Proactive Investors — August 27, 2025

Rio 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".

image for news Rio Tinto narrows focus to three product groups to 'improve value creation'

Bitcoin, Ethereum and other cryptocurrencies were reacting to hopes of interest-rate cuts while President Donald Trump's family is backing smaller crypto Cronos.

image for news Bitcoin, Ethereum, XRP, Cronos Gain. 2 Ways Trump Is Boosting Cryptos.

ABM 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.

image for news ABM Industries: Aviation And Technological Solutions Power Growth, But Office Market Exposure Weighs

Best Income Stocks to Buy for August 27th — Positive

BHB  CNQ  COLB   Zacks Investment Research — August 27, 2025

CNQ, COLB and BHB made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 27, 2025.

image for news Best Income Stocks to Buy for August 27th

EOG Resources: An Integrated Acquisition And Continued Growth — Positive

EOG   Seeking Alpha — August 27, 2025

EOG 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.

image for news EOG Resources: An Integrated Acquisition And Continued Growth

I 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.

image for news Red Cat Holdings: $160 Million Per Year Upside From A Possible DJI Ban Next Year

NEW 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.

image for news UP Fintech: Profit Surges Nearly 8x YoY, Client Assets Reach Record High of US$52.1 Billion

Shares 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.

image for news JD Sports Rises 4% On Improving North America Sales, New Share Buyback

Sandisk Corporation: Bull Thesis Strengthens As Execution Shines — Positive

SNDK   Seeking Alpha — August 27, 2025

Sandisk 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.

image for news Sandisk Corporation: Bull Thesis Strengthens As Execution Shines

Natural gas coiling near $2.81, WTI near $63, Brent near $66. Technical pressure builds as traders watch triangle breakouts for direction.

image for news Natural Gas and Oil Forecast: Bearish Momentum Targets $60 in WTI and $64 in Brent