Subscribers to Chart of the Week received this commentary on Sunday, August 24.

Gaotu Techedu Inc. (NYSE:GOTU ) Q2 2025 Earnings Conference Call August 26, 2025 8:00 AM ET Company Participants Catherine Chen - Corporate Participant Nan Shen - CFO & Senior VP Xiangdong Chen - Founder, Chairman & CEO Conference Call Participants Yiran Sheng - CLSA Limited, Research Division Yishan Li - China Merchants Securities (HK) Co., Ltd, Research Division Operator Hello, ladies and gentlemen. Thank you for standing by, and welcome to the Gaotu Techedu Inc. Second Quarter 2025 Earnings Conference Call.

CPRX secures a key win as its Firdapse patent litigation settlement with Lupin shields U.S. sales from generic competition until 2035.

Pre-market activity is somewhat better than earlier in the trading session this morning, following a less-bad Durable Goods report for July. We also appear to be bouncing around a bit more in recent trading days after a steadier level following August 2nd lows.

IMRX jumps 21.7% after striking a supply deal with Eli Lilly to test atebimetinib with the latter's olomorasib in non-small cell lung cancer.

Google is trading at a steep discount versus peers, despite superior growth, profitability, and durable moats, due to overblown antitrust fears. Current antitrust actions are unlikely to fundamentally undermine Google's structural advantages or long-term profitability; even a breakup could unlock shareholder value. Ending default search payments could actually benefit shareholders by freeing up billions for higher-return growth initiatives like AI.

PGR's profitability hinges on disciplined underwriting and a strong combined ratio, even as inflation and loss costs pressure margins.

U.S. equities were little changed at midday on limited market-driving corporate earnings news and economic data. The Dow Jones Industrial Average, S&P 500, and Nasdaq all moved by small amounts.

PM's second-quarter results show smoke-free gains lifting revenues and profit, even as cigarette volumes continue to decline.

U rebounds with ad-tech growth and enterprise expansion, while RBLX surges on engagement but faces losses and legal risks.

The Bank of Nova Scotia delivered a strong Q3, beating analyst expectations with 13.5% revenue growth and 15% higher adjusted earnings year-over-year. The bank's turnaround plan is progressing, focusing on shedding weaker international assets and emphasizing growth in Canada, the U.S., and Mexico. Canadian Banking results were mixed, with higher expenses and lower net interest margins, but return on equity rebounded to 18.4%.

NVO faces slowing GLP-1 momentum but leans on rare disease wins and new Wegovy approval to bolster growth.

Spotify is launching a messaging feature for its free and premium subscribers.

The value of two rare earth elements required for powerful magnets surged to their highest level in more than two years, following MP Materials Corp's decision to halt shipments to a large magnet maker in China. The company's move comes as demand for the rare earth elements continues to rise.

AGNC Investment offers higher yield and defensive hedging, but does Starwood Property's diversified portfolio and growth outlook make it the sturdier REIT pick? Let us find out.

Berkshire's $1.57B bet on UNH sparks investor interest, but soaring costs, weak earnings and legal woes still cloud recovery hopes.

NBR shows revenue growth and global expansion but faces losses, debt risks and U.S. drilling headwinds, making it a stock to hold.

Chipotle's unmatched scale, cash reserves, and international runway give it the edge over CAVA in the fast-casual growth cycle.

Cracker Barrel's (CBRL) rebrand, featuring a new logo and modernized interiors, sparked widespread backlash for abandoning its nostalgic Southern charm.

TOST and XYZ battle for merchant payments dominance as both ramp AI, expand globally, and chase growth in the fast-rising POS market.