IREN Expands GPU Fleet With NVIDIA Blackwell: What's the Path Ahead? — Positive
IREN Zacks Investment Research — August 26, 2025IREN doubles down on AI with 4.2k new NVIDIA GPUs, boosting its Prince George campus fleet and expanding next-gen compute capacity.
MSTR's Capital Raising Strategy Aids Bitcoin Holding: What's Ahead? — Positive
MSTR Zacks Investment Research — August 26, 2025Strategy's 628,791 bitcoin trove, driven by disciplined capital raises, is driving prospects amid stiff competition.
RFIL vs. Amphenol: Which Connectivity Stock is a Better Buy Now? — Positive
APH RFIL Zacks Investment Research — August 26, 2025Amphenol's expanding interconnect portfolio and strong order growth outshine RF Industries' backlog gains, making APH the stronger buy.
AbbVie has had a good August, with double digit MoM gains after seeing weakness for six months. Factors like an EU-US deal on pharmaceuticals, recent results, improved guidance, positive outcomes in using Rinvoq to treat alopecia and even the expansion of its neuroscience portfolio support ABBV. However, the recent acquisition of a depression treatment candidate can impact the earnings outlook at a time when its market multiples already look stretched.
US eyes equity stakes in defense firms following Intel investment — Neutral
INTC Proactive Investors — August 26, 2025The Trump administration is exploring the possibility of acquiring equity stakes in US defense companies, Commerce Secretary Howard Lutnick said Tuesday, following the government's recent 10% stake in Intel Corp (NASDAQ:INTC, ETR:INL). “They're thinking about it,” Lutnick told CNBC, citing Pentagon leaders, when asked whether the administration is considering stakes in contractors such as Lockheed Martin Corp (NYSE:LMT), Boeing Co (NYSE:BA, ETR:BCO), or Palantir Technologies Inc (NYSE:PLTR).
Retail Roundup: Key Winners and Losers After Q2 Earnings — Neutral
HD TGT TJX MarketBeat — August 26, 2025The third week of August saw big-time earnings releases from some of the most important stocks in the retail industry. As these names operate in highly competitive parts of the economy, these earnings cycles often result in big winners and big losers.
Earnings Estimates Rising for Omnicell (OMCL): Will It Gain? — Positive
OMCL Zacks Investment Research — August 26, 2025Omnicell (OMCL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Why Repay Holdings (RPAY) Might be Well Poised for a Surge — Positive
RPAY Zacks Investment Research — August 26, 2025Repay Holdings (RPAY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Rising for Webtoon (WBTN): Will It Gain? — Positive
WBTN Zacks Investment Research — August 26, 2025Webtoon Entertainment (WBTN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Rising for Enterprise Financial Services (EFSC): Will It Gain? — Positive
EFSC Zacks Investment Research — August 26, 2025Enterprise Financial Services (EFSC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Intel's strategic importance to US security is now validated by major government backing, supporting the call I made at the start of the year. Wall Street's love of a hedge trade keeps Intel suppressed, but the disconnect with peers won't last for long. Intel's fundamentals, scale, and product capabilities position it for a major re-rating as market perceptions shift.
There are a few things investors need to understand about Wall Street analysts. They are typically careful and wary of upgrading and boosting any company's valuation or rating (no matter how justified) if the price is lagging behind the broader S&P 500 index or the industry peer group.
Amphenol Rides On Communications Boom: What's the Path Ahead? — Positive
APH Zacks Investment Research — August 26, 2025APH's Communications sales soared 101% in Q2 2025, fueled by AI-driven demand and a $10.5B acquisition boost.
PrimeEnergy Q2 Earnings Fall Y/Y on Lower Oil Prices, Stock Declines — Neutral
PNRG Zacks Investment Research — August 26, 2025PNRG's Q2 revenues and earnings plunge y/y on weaker oil prices, while higher gas and NGL volumes, cost cuts and buybacks helped cushion the results.
Avino Silver Acquires Full Ownership of La Preciosa, Rallies 4% — Positive
ASM Zacks Investment Research — August 26, 2025ASM secures the full control of La Preciosa in a $22M deal, boosting shares 4% and strengthening its growth outlook.
Transaction in Own Shares 26 August, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 26 August, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 26/08/2025 436,763 £27.2650 £27.0300 £27.1802 LSE GBP 26/08/2025 199,281 £27.2700 £27.0400 £27.1949 Chi-X (CXE) GBP 26/08/2025 263,956 £27.2650 £27.0300 £27.1675 BATS (BXE) GBP 26/08/2025 699,191 €31.7000 €31.3950 …
Kirby McInerney LLP Reminds Neogen Corporation Investors of Class Action Filing and Encourages Investors to Contact the Firm — Neutral
NEOG GlobeNewsWire — August 26, 2025NEW YORK, Aug. 26, 2025 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP announces that a class action lawsuit has been filed on behalf of investors who acquired Neogen Corporation (“Neogen” or the “Company”) (NASDAQ: NEOG) securities during the period of January 25, 2023 through June 3, 2025, inclusive (“the Class Period”).
Can DAVE's New $3 Subscription Fee Model Boost Margins? — Positive
DAVE Zacks Investment Research — August 26, 2025Dave's $3 subscription fee drives stronger margins, higher revenues and improved profitability, with lasting growth potential.
Can AVO's Supply Chain Integration Drive Stability in Uncertain Times? — Negative
AVO Zacks Investment Research — August 26, 2025Mission Produce's global sourcing and multi-crop strategy drive record revenues, but high valuation and profit headwinds linger.
Mission 10K Brings a 'Tesla Moment' to Housing: Repeatable Communities Built to Solve a National Crisis — Neutral
TSLA GlobeNewsWire — August 26, 2025Over the last four years, U.S. wages rose 25%—but the average mortgage payment more than doubled. Housing has quietly become America's next major disaster.