Rithm Capital Corp. delivered a solid Q2 2025, with earnings and book value slightly outperforming expectations, and management continues to execute well. The company's diversified sub-portfolios, especially MSR and loan originations, balanced sector volatility and contributed to stable performance. Dividend coverage remains strong, but I expect the $0.25/share payout to hold unless conditions improve further or a spin-off is finalized.
Expect CoreWeave weakness to be bought with strong AI demand and revenue growth: Citi's Tyler Radke — Positive
CRWV CNBC Television — August 13, 2025Tyler Radke, Citi Research co-head of U.S. software equity research, joins 'The Exchange' to discuss CoreWeave's recent earnings results, capacity constraints in the cloud and much more.
FedEx Appoints Vishal Talwar as Executive Vice President, Chief Digital and Information Officer, and President of FedEx Dataworks — Neutral
FDX Business Wire — August 13, 2025MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) today announced the appointment of Vishal Talwar, formerly senior managing director & chief growth officer of Accenture Technology, to executive vice president, chief digital and information officer of FedEx Corp., and president of FedEx Dataworks, effective August 15. With more than 27 years of experience in utilizing technology to drive growth, improve operational efficiency, and elevate customer experience, Talwar brings deep exper.
Plug Power Targets $700M in Revenues in 2025: Can It Achieve the Goal? — Positive
PLUG Zacks Investment Research — August 13, 2025PLUG targets $700M in revenues in 2025, fueled by surging electrolyzer sales and expanding global hydrogen projects.
RGTI Stock Down Despite Q2 Earnings Top Estimates, Revenues Decline Y/Y — Negative
RGTI Zacks Investment Research — August 13, 2025Rigetti posts a narrower adjusted Q2 loss and unveils its largest quantum computer, but revenue declines 41.6% year over year.
AIT Gears Up to Post Q4 Earnings: What Lies Ahead for the Stock? — Positive
AIT Zacks Investment Research — August 13, 2025Applied Industrial's Q4 results are likely to show revenue gains from automation and acquisitions, offset by weakness in Service Center operations.
Bullish CEO Tom Farley on Wednesday said the reception to the cryptocurrency exchange's public listing is an indicator that more institutional investors are ready to enter the crypto space.
UBER Rally Faces Headwinds as DASH, LYFT, Waymo Accelerate Market Share — Negative
GOOG GOOGL LYFT UBER Schwab Network — August 13, 2025The 2025 rally in Uber Technologies (UBER) was a "move we've been expecting for quite a while," says @LikeFolio's Andy Swan. However, he argues its moat is now being threatened.
Outdoor Holding Company Announces Preferred Stock Dividend — Neutral
POWW GlobeNewsWire — August 13, 2025SCOTTSDALE, Ariz., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Outdoor Holding Company (Nasdaq: POWW, POWWP) (“Outdoor Holding Company,” “OHC,” or the “Company”) the owner of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries, and a leading vertically integrated producer of high-performance ammunition and components, today announced that the holders of record of the Company's 8.75% Series A Cumulative Redeemable Perpetual Preferred Stock (the “Series A Preferred Stock”) as of the close of business on August 31, 2025 will receive a cash dividend equal to $0.546875 per Series A Preferred Stock share. The cash dividend will be paid …
INTERNATIONAL MONEY EXPRESS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of International Money Express, Inc. - IMXI — Neutral
IMXI WU Business Wire — August 13, 2025NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of International Money Express, Inc. (“IMF”) (NasdaqCM: IMXI) to The Western Union Company (NYSE: WU). Under the terms of the proposed transaction, shareholders of IMF will receive $16.00 in cash for each share of IMF that they own. KSF is seeking to determine whether this consideration and the process.
Kingsway Financial Shares Dip on Mixed Q2 Earnings and Revenue Growth — Negative
KFS Zacks Investment Research — August 13, 2025KFS' second-quarter 2025 revenues rose on KSX strength, but lower EBITDA and a wider net loss highlight mixed results.
3M Company Rises 22.3% YTD: Should You Buy the Stock Now or Wait? — Positive
MMM Zacks Investment Research — August 13, 2025MMM stock is up 22.3% YTD, driven by strong segment growth and cost actions, but high debt and valuation weigh on near-term upside.
Global Self Storage Stock Dips Following Q2 Earnings and Profit Growth — Negative
SELF Zacks Investment Research — August 13, 2025SELF delivers higher second-quarter 2025 earnings as rising occupancy and tenant satisfaction lifted core performance.
BTM's Q2 BTM Kiosks Revenues Rise 5.9% Y/Y: Will the Upside Continue? — Positive
BTM Zacks Investment Research — August 13, 2025Bitcoin Depot Inc. BTM reported $171.9 million of BTM Kiosks revenues for the second quarter of 2025, reflecting 5.9% growth on a year-over-year basis. The metric, which accounts for almost 99.9% of the company's total revenues, has been growing since the last four quarters.
Strength in Commercial Aerospace Drives Howmet: Will the Momentum Last? — Positive
HWM Zacks Investment Research — August 13, 2025HWM's commercial aerospace sales jumps 8% in Q2 2025, fueled by strong engine demand and rising air travel.
PFE New & Acquired Drugs Back 1H Top-Line Growth: Will the Trend Last? — Neutral
PFE Zacks Investment Research — August 13, 2025Pfizer's new and acquired drugs record sales of $4.7B in H1 as COVID-products related volatility eases.
Crypto Exchange Bullish Surges 160% In IPO, Becomes Latest Wall Street Debut Darling — Positive
BLSH Forbes — August 13, 2025Brendan Blumer, Bullish's co-founder and CEO of the tech firm Block.one, was expected to hold about 30.1% of the company's shares after its IPO, according to Securities and Exchange Commission filings. Bullish CEO Thomas Farley will hold about 3.8% of shares, while CFO David Bonanno will hold 1.4%.
D-Wave Quantum CEO Alan Baratz goes one-on-one with Jim Cramer — Neutral
QBTS CNBC Television — August 13, 2025D-Wave Quantum CEO Alan Baratz joins 'Mad Money' host Jim Cramer to talk quarterly results, the quantum computing space, its path to profitability and more.
Small caps rally as Magnificent 7 stocks roll over in market rotation — Neutral
AAPL AMZN GOOG GOOGL META MSFT NVDA TSLA CNBC — August 13, 2025The Russell 2000 rallied while the Magnificent 7 fell. Investors rotated to small stocks, turning away from the megacap technology stocks that have led the market in recent years.
Amazon to expand same-day grocery service to 2,300 cities – sinking shares of rivals Walmart, Instacart — Positive
AMZN New York Post — August 13, 2025Same-day grocery delivery is free for Amazon Prime members on orders over $25 in most participating cities, and costs $13 for non-members, regardless of order size.