TriCo Bancshares Rewards Shareholders With 9% Dividend Hike — Positive
TCBK Zacks Investment Research — August 26, 2025TCBK raises its quarterly dividend by nearly 9%, marking the 144th consecutive payout, reflecting a strong track record of consistent shareholder returns.
Elon Musk's xAI sues Apple, OpenAI over AI competition and App Store rankings — Negative
AAPL Fox Business — August 26, 2025Elon Musk's xAI filed a lawsuit against Apple and OpenAI in federal court, alleging the companies conspired to prevent competition in the market for artificial intelligence tools.
PepsiCo's Q3 Test: Can PBNA Gains Outweigh Frito-Lay Struggles? — Positive
PEP Zacks Investment Research — August 26, 2025PEP heads into Q3 with strong PBNA momentum, but Frito-Lay's volume struggles may test its balanced growth outlook.
Prudential Financial Trades Above 50-Day SMA: How to Play the Stock? — Positive
PRU Zacks Investment Research — August 26, 2025PRU's gains on the back of global expansion, pension risk transfers and strategic moves, while debt and low rates challenge margins.
Irth provides cloud software to help energy, utility and telecommunications providers manage risks.
Thread Bank picked Fiserv's Finxact as its core banking platform, according to a Tuesday (Aug. 26) news release.
Truth Social parent Trump Media & Technology Group has partnered with a SPAC called Yorkville Acquisition Corp. and Crypto.com to launch Trump Media Group CRO Strategy, a digital asset treasury company focused on the cryptocurrency CRO.
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.