Super Micro Computer: Guidance Implies A Major Growth Inflection In 2H FY2026 (Rating Upgrade) — Neutral
SMCI Seeking Alpha — August 17, 2025SMCI missed both revenue and EPS estimates in 4Q FY2025, and issued very weak 1Q FY2026 guidance, sending a 20% pullback. Management slashed FY2026 revenue outlook from $40B to "at least" $33B, but implied a major near-term growth inflection in 2H FY2026. Key growth catalysts include large shipments of GB200 systems for NVIDIA's Blackwell and DCBBS, expected to reach 30% of total revenue by next summer.
Microsoft's top-line growth is at multi-year highs, driven by exceptional performance in the Intelligent Cloud segment and Azure's accelerating momentum. Guidance for Q1 shows continued robust cloud demand, with Azure expected to maintain exceptionally strong growth, supporting a bullish outlook. Despite heavy AI infrastructure investment, free cash flow remains resilient, and capital returns to shareholders are increasing, alleviating concerns about CAPEX pressure.
FPT Becomes SAP PartnerEdge, Sell Partner in Singapore, Malaysia, and Thailand—Accelerating Regional Intelligent Transformation — Neutral
SAP Business Wire — August 17, 2025HANOI, Vietnam--(BUSINESS WIRE)--Global technology corporation FPT has joined the SAP PartnerEdge program as a Sell partner in selected countries in Southeast Asia. With an initial focus on Singapore, Malaysia, and Thailand, this strategic expansion further strengthens FPT's expertise in digital transformation, opening new avenues for regional enterprises to accelerate cloud adoption, streamline operations, and drive innovation with SAP's industry-leading solutions. Through the SAP PartnerEdge.
Bristow Group: Buy On Strong Cash Generation And Raised Outlook — Neutral
VTOL Seeking Alpha — August 17, 2025Bristow Group reported slightly weaker-than-expected second quarter results due to underperformance in the company's Government Services segment. However, cash generation was excellent and the company started repaying debt ahead of schedule as well as returning capital to shareholders. Management raised expectations for both 2025 and 2026 due to persistent strength in the company's core Offshore Energy Services segment.
JEPI Vs. GPIX: NAV Erosion Risk And Tax-Efficiency Comparison — Positive
GPIX JEPI Seeking Alpha — August 17, 2025GPIX's dynamic overwrite approach captures more S&P 500 upside, minimizes NAV erosion risk, and delivers robust total returns, versus JEPI. JEPI offers downside protection, with a defensive portfolio, but its upside capture is limited and NAV recovery lags materially in bull markets. GPIX is significantly more tax-efficient for taxable accounts, with favorable 60/40 capital gains treatment and return of capital distributions.
TORONTO--(BUSINESS WIRE)--Bragg Gaming Group (BRAG:CA) (“Bragg” or the “Company”), a leading content and technology provider to the online gaming industry, today announced the Company learned of a cybersecurity incident early Saturday morning, August 16, 2025, CEST time. Bragg has taken immediate steps to mitigate any potential impact. Additional independent cybersecurity experts have been retained to assist the Company in dealing with the matter in accordance with industry best practices. Base.
Plug Power: Margin Progress Offset By Weak Order Intake And Persistent Cash Burn - Sell — Neutral
PLUG Seeking Alpha — August 17, 2025Plug Power reported mixed second quarter results with better-than-expected sales offset by weaker profitability. On the conference call, management guided full-year revenues below consensus expectations but reiterated expectations for gross margins to reach break-even levels in the fourth quarter. Rare insider purchases and the extension/reinstatement of tax credits have caused shares to rally in recent months.
TeraWulf Inc. (WULF) Q2 2025 Earnings Call Transcript — Neutral
WULF Seeking Alpha — August 17, 2025TeraWulf Inc. (NASDAQ:WULF ) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants John Paul Larkin - Senior VP & Director of Investor Relations Kerri M. Langlais - Chief Strategy Officer & Executive Director Nazar M.
Beyond Meat reported a 20% decline in year-over-year net revenues in Q2 2025, coming in at 9% below guidance midpoint. It provided guidance for a 10% to 16% year-over-year decline in Q3 2025 net revenues, but has also badly missed its guidance during the last two quarters. Beyond Meat has made progress with improving gross margins though.
Australian regulator sues Google over anti-competitive Search deals — Negative
GOOG GOOGL Reuters — August 17, 2025Australia's competition regulator said on Monday it has begun proceedings against Alphabet's Google over its past deals with telecom operators Telstra and Optus for the pre-installation of Google Search on Android mobile phones.
NANO Nuclear Energy Inc. (NNE) Q3 2025 Earnings Call Transcript — Neutral
NNE Seeking Alpha — August 17, 2025NANO Nuclear Energy Inc. (NASDAQ:NNE ) Q3 2025 Earnings Conference Call August 14, 2025 5:00 PM ET Company Participants Jaisun Garcha - Chief Financial Officer James Walker - CEO & Director Jiang Yu - Founder, Executive Chairman, President, Secretary & Treasurer Matthew James Barry - Director of Investor Relations Conference Call Participants Jeffrey Scott Grampp - Northland Capital Markets, Research Division Sameer S. Joshi - H.C.
ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Fiserv, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - FI — Neutral
FI GlobeNewsWire — August 17, 2025NEW YORK, Aug. 18, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Fiserv, Inc. (NYSE: FI) between July 24, 2024 and July 22, 2025, both dates inclusive (the “Class Period”), of the important September 22, 2025 lead plaintiff deadline.
Tesla almost halves UK monthly lease fee as sales slump, The Times reports — Negative
TSLA Reuters — August 17, 2025British motorists can now lease a Tesla electric vehicle for just over half of what they would have paid a year ago, The Times reported on Monday, citing industry sources.
Can-Am Breaks New Ground: Introducing the Outlander Electric, Outlander MAX 6x6, Maverick R X rc, and the First ATV with Semi-Active Suspension — Neutral
DOOO PRNewsWire — August 17, 2025VALCOURT, QC , Aug. 17, 2025 /PRNewswire/ - Can-Am, iconic brand of BRP Inc. (TSX:DOO) (NASDAQ: DOOO), continues to pioneer off-road innovation with new all-terrain vehicles (ATV) and side-by-side vehicles (SSV) for 2026. Pushing the envelope of technology, versatility and adventures, the 2026 ATV lineup includes the revolutionary Can-Am Outlander Electric, the rugged Outlander MAX 6x6, and the industry's first semi-active suspension ATV.
Can-Am Launches New Generation Defender Side-by-Side, Engineered to Outperform — Neutral
DOOO PRNewsWire — August 17, 2025VALCOURT, QC , Aug. 17, 2025 /PRNewswire/ - Can-Am, iconic brand of BRP Inc. (TSX: DOO) (NASDAQ: DOOO), is changing the utility and recreational side-by-side landscape with the next generation of its Can-Am Defender model. Trusted by farmers, ranchers and riders across the world, the Defender is renowned for its power and skill to turn work and play into one.
BRP Expands its Global Electric Powersports Offering with Launch of All-New 2026 Can-Am Outlander Electric — Neutral
DOOO PRNewsWire — August 17, 2025VALCOURT, QC , Aug. 17, 2025 /PRNewswire/ - BRP Inc. (TSX: DOO) (NASDAQ: DOOO) is charging ahead in its mission to electrify powersports with the launch of the all-new 2026 Can-Am Outlander Electric, an all-terrain vehicle (ATV) engineered for performance, durability, and a whisper-quiet ride. This latest innovation strengthens BRP's long-term commitment to redefining the riding experience through purpose-built electric models that deliver all the excitement of combustion, but with a different, equally thrilling ride experience.
Sea-Doo Ramps Up PWC Connectivity and Switch Pontoons Horsepower for 2026 — Neutral
DOOO PRNewsWire — August 17, 2025VALCOURT, QC , Aug. 17, 2025 /PRNewswire/ - Sea-Doo, a brand of BRP Inc. (TSX: DOO) (NASDAQ: DOOO), continues to push the boundaries of what personal watercraft (PWC) life on the water can be through innovative new connectivity features and improvements to the entire Sea-Doo lineup. The award-winning Sea-Doo Switch with its unique blend of accessibility, affordability and modularity continues to provide fun for the whole family with more power than ever before with the addition of the 300 hp supercharged Rotax 1630 ACE engine to various configurations of the Switch family.
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Flywire Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – FLYW — Neutral
FLYW GlobeNewsWire — August 17, 2025NEW YORK, Aug. 18, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Flywire Corporation (NASDAQ: FLYW) between February 28, 2024 and February 25, 2025, both dates inclusive (the “Class Period”), of the important September 23, 2025 lead plaintiff deadline.
Disney: NFL Media Buy An Overreach Move On Excessive Sports Content — Positive
DIS Seeking Alpha — August 17, 2025Disney and ESPN are acquiring NFL media properties. Is this a good move for the media giant? Disney is a buy based on the brilliance of its creative properties, not sports.
REDDIT FINAL DEADLINE ALERT: Bragar Eagel & Squire, P.C. Reminds Reddit Investors of the August 18th Deadline for the Class Action Suit — Neutral
RDDT GlobeNewsWire — August 17, 2025Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Reddit (RDDT) To Contact Him Directly To Discuss Their Options