Applied Materials Earnings: Is The Semiconductor Cycle About To Change? — Negative

AMAT   Seeking Alpha — August 15, 2025

Applied Materials, Inc. delivered record Q3 results, with strong revenue, EPS, margins, and robust cash flow, highlighting the current strength in the semiconductor cycle. Q4 guidance signals a potential slowdown: projected revenue and EPS are both down year-over-year, with Semiconductor Systems orders showing notable weakness. China digestion, uneven leading-edge demand, and policy uncertainty (including potential tariffs) are creating headwinds and could mark the start of a cyclical downturn.

image for news Applied Materials Earnings: Is The Semiconductor Cycle About To Change?

TORONTO--(BUSINESS WIRE)--The FUTR Corporation (TSXV: FTRC) (OTCQB: FTRCF) ("FUTR" or the "Company"), a consumer-centric platform for data valuation and monetization is pleased to announce a major operational milestone, passing 1,000,000 transactions and USD$380 million in payment transaction volume using FinWise Bank's payment rails. The platform has processed more than $3 billion in payments for nearly 300,000 users through automated cash flow and loan management. Since March 2024, these tran.

image for news FUTR Surpasses 1,000,000 Transactions and USD$380 Million in Payments Volume With FinWise Bank

BOLINGBROOK, Ill.--(BUSINESS WIRE)--Ulta Beauty to Report Second Quarter Fiscal 2025 Results on August 28, 2025.

image for news Ulta Beauty to Report Second Quarter Fiscal 2025 Results on August 28, 2025

DAT: Truckload volumes held steady in July as summer seasonality peaks — Neutral

ROP   Business Wire — August 15, 2025

BEAVERTON, Ore.--(BUSINESS WIRE)--Truckload freight volumes held steady in July as summer seasonality took hold, driven by produce and retail goods moving ahead of the Independence Day holiday, said DAT Freight & Analytics, which operates the DAT One freight marketplace and DAT iQ data analytics service. Volumes softened gradually through the rest of the month. The DAT Truckload Volume Index (TVI), which measures monthly loads moved, was flat compared to June and up modestly year over year:.

image for news DAT: Truckload volumes held steady in July as summer seasonality peaks

Braze to Participate in Upcoming Investor Conferences — Neutral

BRZE   Business Wire — August 15, 2025

NEW YORK--(BUSINESS WIRE)--Braze (NASDAQ: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced it will participate in two upcoming investor conferences with management presentations: Event: Citi Global TMT Conference Date & Time: Friday, September 5th, 2025 Management Presentation: Cofounder, CEO, and President Bill Magnuson, and CFO Isabelle Winkles at 8:50 am ET Event: Piper Sandler Growth Frontiers Conference Date & Time: We.

image for news Braze to Participate in Upcoming Investor Conferences

NEW YORK, NY / ACCESS Newswire / August 15, 2025 / The recent conclusion of the UN plastics treaty talks revealed both the promise and the challenge of global environmental diplomacy. For nearly two weeks, environmental leaders, scientific experts, advocacy groups, and industry representatives from over 100 countries came together with a shared vision: protect oceans, rivers, and landscapes while making the most of the resources we have.

image for news The UN Plastics Treaty Talks: Ambition Meets a Stalemate; SMX Can Provide A Remedy (NASDAQ: SMX)

VALCOURT, QC , Aug. 15, 2025 /PRNewswire/ - BRP Inc. (TSX: DOO) (NASDAQ: DOOO) announced today that it has donated over CAD $500,000 worth of Lynx apparel to 7 Northern Communities in partnership with the Healthy Horizons Foundation (HHF). Through its Ride Out Intimidation progra m , BRP has been partnering since 2023 with the HHF, which is dedicated to improving the health and well-being of youth in the northern communities.

image for news BRP Donates $500,000 of Lynx Apparel to the Healthy Horizons Foundation in Support of Northern Communities

INSTACART APPOINTS JOSH SILVERMAN TO BOARD OF DIRECTORS — Neutral

CART   PRNewsWire — August 15, 2025

SAN FRANCISCO , Aug. 15, 2025 /PRNewswire/ -- Instacart (NASDAQ: CART), the leading grocery technology company in North America, today announced that Josh Silverman, Chief Executive Officer of Etsy, Inc., has joined the company's Board of Directors. "Josh is a proven marketplace innovator with a track record of scaling consumer platforms such as Etsy, Evite, and Skype," said Chris Rogers, Instacart's Chief Executive Officer.

image for news INSTACART APPOINTS JOSH SILVERMAN TO BOARD OF DIRECTORS

Digital Turbine: The Market Shorted Its Growing Monetization — Neutral

APPS   Seeking Alpha — August 15, 2025

APPS' post earnings meltdown has been unwarranted, attributed to the robust top/ bottom-line (adj EBITDA) growth and the raised FY2025 guidance. This is especially since the higher smart device sales and expanding OEM/ telecom partnerships have driven the Revenue Per Device growth by +30% YoY in the US/ +70% YoY globally. This is on top of the drastic expansion in its brand advertisers by nearly +50% QoQ across different end markets, with further growth likely as the walled garden's era end.

image for news Digital Turbine: The Market Shorted Its Growing Monetization

Energizer® Introduces First Collaboration with Jeep® Brand — Neutral

ENR   PRNewsWire — August 15, 2025

Two legacy brands join forces to launch a high-performance lighting collection built for adventure ST. LOUIS , Aug. 15, 2025 /PRNewswire/ -- Energizer Holdings, Inc. (NYSE: ENR), a global leader in portable lighting, has teamed up with the Jeep® brand to introduce a new collection of rugged, high-performance lighting products.

image for news Energizer® Introduces First Collaboration with Jeep® Brand

Energy Transfer: Another Dip Buying Opportunity To Load Up — Positive

ET   Seeking Alpha — August 15, 2025

Energy Transfer's resilience stands out amid energy sector weakness, supported by a diversified business and robust distribution yield despite sector headwinds. 2025 EBITDA guidance was trimmed, but it shouldn't affect the bullish narrative over the next two years. There is a burgeoning and growing backlog that should benefit ET's earnings and distribution growth, benefiting income investors.

image for news Energy Transfer: Another Dip Buying Opportunity To Load Up

Your Poker Crew Just Got Bigger: Zynga Poker Launches on Steam — Neutral

TTWO   Business Wire — August 15, 2025

SAN MATEO, Calif.--(BUSINESS WIRE)--Zynga Inc., a wholly-owned publishing label of Take-Two Interactive Software, Inc. (NASDAQ: TTWO) and a global leader in interactive entertainment, today announced that Zynga Poker, one of the largest and longest-running, free-to-play poker games, is now available to play on Steam with full crossplay functionality. Launched in 2007 as Zynga's first-ever game, the legendary title is raising the stakes as the label's first game to launch on Steam. With one acco.

image for news Your Poker Crew Just Got Bigger: Zynga Poker Launches on Steam

SAN DIEGO, Aug. 15, 2025 (GLOBE NEWSWIRE) -- Turtle Beach Corporation (Nasdaq: TBCH, the “Company”), a leading gaming accessories brand, today announced it entered into a definitive agreement to repurchase 694,926 shares of common stock from Diversis Capital (“Diversis”), at the 30-day volume weighted average price of $14.41 per share, for a total of approximately $10 million. Simultaneous with the Company's repurchase, The Donerail Group (“Donerail”), an investment management firm, has acquired 693,962 shares of Turtle Beach common stock from Diversis at the same price per share.

image for news Turtle Beach Corporation, Together With The Donerail Group, Announces $20 Million Share Repurchase From Shareholder

Ambev: 7% Yield, Rock-Solid Balance Sheet, And 30% EBITDA Margins — Positive

ABEV   Seeking Alpha — August 14, 2025

Ambev delivers a compelling 7% dividend yield, supported by strong operating cash flow, a net cash position, and low reinvestment needs, making it attractive for income-focused investors. Despite macro challenges, Ambev maintains outstanding margins, with a 30% EBITDA margin and 25% EBIT margin, reflecting pricing power, cost discipline, and product mix optimization. The stock is deeply undervalued, trading at 6x EV/EBITDA and 12x P/E FWD—well below peers and historical levels—offering meaningful re-rating potential as fundamentals remain solid.

image for news Ambev: 7% Yield, Rock-Solid Balance Sheet, And 30% EBITDA Margins

Vodafone: Speculative Buy Or Time To Hang Up? — Neutral

VOD   Seeking Alpha — August 14, 2025

Vodafone's recent dividend cuts and ongoing operational struggles make it a poor speculation despite a 4% yield. The company faces high competition, regulatory challenges, and slow cost-cutting, with only modest growth prospects in emerging markets. Dividend payments are infrequent, uneven, and unpredictable, which I find frustrating as an income investor.

image for news Vodafone: Speculative Buy Or Time To Hang Up?

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image for news Unicycive Therapeutics, Inc. Investors: Company Investigated by the Portnoy Law Firm

WARREN, N.J., Aug. 14, 2025 (GLOBE NEWSWIRE) -- Tevogen Bio Holdings Inc. (“Tevogen” or the “Company”) (Nasdaq: TVGN), today issued the following statement from Ryan Saadi, M.D., M.P.H., Founder and CEO.

image for news Tevogen to Release Internal Asset Valuation; CEO Affirms Assets Are Fully Protected

CoreWeave CEO talks earnings 'blowout' and stock retreat — Neutral

CRWV   Yahoo Finance — August 14, 2025

CoreWeave (CRWV) stock continues to fall on Thursday, extending the company's post-earnings nosedive. CoreWeave CEO Michael Intrator joins Market Catalysts with Julie Hyman to discuss the earnings print, the company's stock performance, artificial intelligence (AI) opportunities, the upcoming acquisition of Core Scientific (CORZ), and more.

image for news CoreWeave CEO talks earnings 'blowout' and stock retreat

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image for news KinderCare Learning Companies, Inc. Investors: Please contact the Portnoy Law Firm to recover your losses. October 14, 2025 Deadline to file Lead Plaintiff Motion

Investors can contact the law firm at no cost to learn more about recovering their losses

image for news Edgewise Therapeutics, Inc. Investors: Company Investigated by the Portnoy Law Firm