The Timken Company: Trading Close To FV, But Not Enough Growth To Make It A Buy — Negative
TKR Seeking Alpha — August 18, 2025Timken has delivered solid long-term returns, but sluggish growth looms as the company has a weak long-term expected rate of return. Revenue per share and gross margins have grown, yet management warns of margin pressure and lower sales volumes ahead. Dividend growth is slow, but a low payout ratio suggests potential for stronger increases if management prioritizes shareholder returns.
Joia M. Johnson named to Brown & Brown, Inc. board of directors — Neutral
BRO GlobeNewsWire — August 18, 2025DAYTONA BEACH, Fla., Aug. 18, 2025 (GLOBE NEWSWIRE) -- Brown & Brown, Inc. (NYSE: BRO) (the “Company”) announces the addition of Joia M. Johnson, retired chief legal officer, chief administrative officer, general counsel and corporate secretary of Hanesbrands Inc. (“Hanes”), to Brown & Brown's board of directors.
Target Hospitality Expands Strategic Diversification with Multi-Year Contract Supporting Growing Data Center End-Market — Neutral
TH PRNewsWire — August 18, 2025THE WOODLANDS, Texas , Aug. 18, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (Nasdaq: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced a multi-year lease and services agreement ("Data Center Community Contract") to construct and provide comprehensive facility services and hospitality solutions supporting the development of a regional data center campus located in the Southwestern United States ("Data Center Community" or the "Community"). Target will construct and provide full turnkey support for the Data Center Community, including premium culinary offerings, facilities management, and comprehensive support …
Avino Drills 1,638 g/t Silver Over 7.90 Metres Including 15,352 g/t Silver Over 0.37 Metres at La Preciosa — Neutral
ASM Accesswire — August 18, 2025VANCOUVER, BC / ACCESS Newswire / August 18, 2025 / Avino Silver & Gold Mines Ltd. (TSX:ASM)(NYSE American:ASM)(FSE:GV6)("Avino" or "the Company") reports results of four drill holes from La Preciosa which were drilled to twin previous drilling.
Caleres to Announce Second Quarter 2025 Results on September 4 — Neutral
CAL Business Wire — August 18, 2025ST. LOUIS--(BUSINESS WIRE)--Caleres (NYSE: CAL), a market-leading portfolio of consumer-driven footwear brands, will release its second quarter 2025 financial results before market open on Thursday, September 4, 2025. Following the announcement, company executives will host a conference call at 10 a.m. Eastern Time to discuss the quarterly results and provide a general business update. Investors, Caleres associates, media, and the public are invited to join the call. Participants in North Ameri.
SPDG: This Relatively New ETF May Be SCHD's Suitable Replacement As A Core Holding — Positive
SCHD Seeking Alpha — August 18, 2025SCHD remains a reliable income ETF but has underperformed the S&P 500 and peers due to lower tech exposure and recent portfolio changes. Despite SCHD's attractive 3.81% yield and low P/E, some investors may seek alternatives with higher growth potential. SPDR Portfolio S&P Sector Neutral Dividend ETF offers a strong tech weighting (31%) and a competitive 2.81% yield.
Novo Nordisk Stock Is Jumping. Weight-Loss Drug Wegovy Has Something to Do With It. — Positive
NVO Barrons — August 18, 2025Novo Nordisk makes the wildly popular GLP-1 drug semaglutide which it sells under the brand name Wegovy for weight-loss and Ozempic for diabetes.
TORONTO , Aug. 18, 2025 /PRNewswire/ - New Gold Inc. ("New Gold" or the "Company") (TSX: NGD) (NYSE American: NGD) announces the resignation of Christian Milau from the Board of Directors (the "Board"), effective immediately, to pursue other opportunities. "On behalf of the Board and the team at New Gold, I would like to thank Christian for his contributions over the past year," said Richard O'Brien, Chair of the Board.
Nvidia stock looks likely to be range-bound ahead of its earnings report next week.
WESTMINSTER, Colo. , Aug. 18, 2025 /PRNewswire/ -- Trimble (Nasdaq:TRMB) today announced that Chief Accounting Officer (CAO) Julie Shepard will retire from the company in early 2026 after more than 18 years of service to Trimble shareholders.
Previous Earnings Reports Hurt Home Depot Stock—Will This One? — Negative
HD Forbes — August 18, 2025Note: Home Depot FY'24 concluded on February 2, 2025.
SealingTech Launches First-Ever AI Hunt Kit Assistant Optimized for Defensive Cyber — Neutral
PSN PRNewsWire — August 18, 2025Designed to transform how cyber operators respond to threats, Operator X™ represents a leap forward in AI-enabled cyber defense for tactical environments. COLUMBIA, Md.
IHS Towers Mourns the Death of Board Member Mr Frank Dangeard — Neutral
IHS Business Wire — August 18, 2025LONDON & NEW YORK--(BUSINESS WIRE)--IHS Holding Limited (NYSE: IHS) (“IHS Towers”) is saddened to report the passing of Mr Frank Dangeard, a valued member of the company's Board of Directors. Mr. Dangeard joined the IHS Holding Limited Board of Directors in September 2020 and served as an Independent Non-Executive Director. Sam Darwish, Chairman & CEO, IHS Towers, commented, “On behalf of IHS Towers' Executive Committee and Board of Directors, I would like to extend our deepest condolences.
Ducommun: Defense Strength Offsets Commercial Weakness — Positive
DCO Seeking Alpha — August 18, 2025I reiterate my buy rating on DCO, driven by robust defense segment growth and strong profitability despite near-term commercial aerospace headwinds. Defense momentum is fueled by missile and radar programs, aligning with rising global military spending and U.S. defense priorities. Commercial aerospace remains challenged by Boeing and Spirit AeroSystems destocking, but recovery is expected as inventory normalizes and new programs resume.
- Can Zuckerberg duck deposition in Meta privacy class action? — Negative
META Reuters — August 18, 2025Mark Zuckerberg has better things to do than sit for a deposition.
GigaCloud Technology Inc Announces New $111 Million Share Repurchase Program — Neutral
GCT GlobeNewsWire — August 18, 2025EL MONTE, Calif., Aug. 18, 2025 (GLOBE NEWSWIRE) -- GigaCloud Technology Inc (Nasdaq: GCT) (“GigaCloud” or the “Company”), a pioneer of global end-to-end B2B technology solutions for large parcel merchandise, today announced—on the third anniversary of its IPO—that its Board of Directors has authorized a new share repurchase program to repurchase up to $111 million of its Class A ordinary shares over the next three years. The program goes into effect on August 17, 2025 while the previous program is terminated.
CHTR INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces That Charter Communications, Inc. Investors With Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
CHTR Business Wire — August 18, 2025SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements re: Charter Communications business & prospects resulting in its stock trading at inflated prices.
MLPA: Tapping Into The U.S. Natural Gas Boom With A Cheap ETF — Positive
MLPA Seeking Alpha — August 18, 2025Global X MLP ETF offers high income with a 7.5% yield and cheaper fees than AMLP, while its distributions appear more sustainable given its positive SEC yield. The fund benefits from resilient midstream fee-based models, with 64% exposure to Energy Transfer and Enterprise Products Partners supporting LNG growth. Rising LNG demand, electrification, and AI-driven energy needs position MLPA's portfolio for long-term cash flow growth despite sector volatility.
Will Intel Go Up If It Becomes A 'State-Owned Company'? — Positive
INTC Seeking Alpha — August 18, 2025I reiterate my buy rating on INTC stock, as the market is undervaluing its foundry potential and government intervention could be a game-changer. The semiconductor foundry industry is highly concentrated, and without strong government support, Intel is unlikely to turn around its foundry business. Recent news of potential US government equity stakes and tariffs signals a shift toward interventionist policy, which could benefit INTC significantly.