Betting against growth and tech equities was a winning idea for a time earlier this year. But that span was fleeting.
Is Biotech the Right Tech ETF Move Right Now? SBIO Argues Yes — Neutral
SBIO ETF Trends — August 15, 2025The tech ETF space offers plenty of important questions for investors.
Asset-Backed ETFs: Branching Out Beyond CLOs — Neutral
ABI DABS JAAA JABS ETF Trends — August 15, 2025Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification. Many investors are now looking to the next frontier of fixed income ETFs — asset-backed securities — as private lenders fill a big financing void created by the exit of traditional banks.
Fortinet's stock drop is excessive; strong management, scalable products, and SASE growth support my long-term bullish thesis. Q2 results were solid: EPS beat, billings guidance raised, and firewall renewal cycle is progressing as planned, despite margin compression from investments. Market overreacted to lower product segment growth, but hardware is just an enabler for high-margin services, which remain the core value driver.
NEXE Innovations supplies ecoBeans as Canadian sales surge on Amazon — Positive
AMZN NEXNF Proactive Investors — August 15, 2025NEXE Innovations Inc (TSX-V:NEXE, OTC:NEXNF) said on Friday it has made another delivery to ecoBeans Coffee Inc., following strong early sales on Amazon Canada. Following the launch of its products on Amazon in April 2025, ecoBeans reported that revenues for the two months following the launch were more than four times higher than during the initial period, driven by organic customer adoption across Canada.
Roivant Sciences: Vant Model And IMVT-1402 Create A 2025 Catalyst Stack — Positive
ROIV Seeking Alpha — August 15, 2025Roivant Sciences Ltd.'s Vant model gives it risk-isolated development, monetization flexibility, and diversified optionality. ROIV's main value drivers are Immunovant, Priovant, Pulmovant, and Genevant. All of these Vants are progressing well in 2025. However, its main near-term catalyst is Brepocitinib's Phase 3 in dermatomyositis. This could become the first approved therapy for this condition.
UnitedHealth: The 'Buffett Buffer' That Changed My Call (Rating Upgrade) — Positive
UNH Seeking Alpha — August 15, 2025Warren Buffett's $1.6B stake in UnitedHealth Group Incorporated via Berkshire Hathaway is a game-changing endorsement, shifting market sentiment and providing a strong catalyst for a narrative turnaround. Despite ongoing DOJ investigations and Medicare Advantage margin pressures, the risk/reward profile has materially improved thanks to this high-profile buy-in. Management's confidence is reflected in a 5% dividend hike and strategic exits from unprofitable contracts, though fundamental challenges remain for 2025-2026.
The Federal Reserve is squarely in focus, with political pressure from the Trump Administration, in-line inflation figures, and weaker data on jobs boosting the chance of interest rate cuts. How many will we get?
Hesai Group: Surging Shipments Fuel Surging GAAP Profits — Positive
HSAI Seeking Alpha — August 15, 2025Hesai Group reported another quarter of record shipments in Q2. The company didn't provide much guidance on upcoming quarters, but tailwinds in the industry stand strong. The Q2 report showed positive GAAP operating income. Hesai's prudent cost control has enabled very rapid operating leverage, setting up great margin expectations. HSAI stock's surge has been warranted. I estimate a fair value of $29.15.
Advance Auto Parts: Sales Stabilize, But Execution Risk Remains Elevated — Neutral
AAP Seeking Alpha — August 15, 2025Advance Auto Parts, Inc. has stabilized sales, but margin expansion is challenged by tariffs, restructuring costs, and ongoing store investments. Recent debt issuance and a strong cash position support AAP liquidity, but free cash flow remains negative due to inventory and capex needs. Management's aggressive 2027 margin and earnings targets appear optimistic given operational headwinds and required modernization spending.
Caleres Announces Kathleen Welter as Chief Human Resources Officer — Neutral
CAL Business Wire — August 15, 2025ST. LOUIS--(BUSINESS WIRE)--Caleres (NYSE: CAL) today announced Kathleen Welter has joined the company as chief human resources officer. Welter will oversee all human resources functions for the company's portfolio of brands and its more than 9,000 Associates worldwide, including recruitment, talent management, training, culture, compensation, benefits and labor law compliance. Welter will be a member of the company's leadership team and will report to President and CEO Jay Schmidt. She will be.
Faruqi & Faruqi Reminds Biohaven Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of September 12, 2025 - BHVN — Neutral
BHVN PRNewsWire — August 15, 2025Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Biohaven To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Biohaven between March 24, 2023 and May 14, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK , Aug. 15, 2025 /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Biohaven Ltd.
Month-end portfolio data now available for Federated Hermes Premier Municipal Income Fund — Neutral
FHI FMN PRNewsWire — August 15, 2025PITTSBURGH , Aug. 15, 2025 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in active investing, today announced that monthly fund composition and performance data for Federated Hermes Premier Municipal Income Fund (NYSE: FMN) as of July 31, 2025, is now available in the Products section of FederatedHermes.com/us . To order hard copies of this data or to be placed on a mailing list, call 800-245-0242 x5587538, email [email protected] or write to Federated Hermes, 1001 Liberty Avenue, Floor 23, Pittsburgh, PA 15222.
Microchip Technologies on Track for Macro Reversal and Rebound — Positive
MCHP MarketBeat — August 15, 2025Microchip Technologies NASDAQ: MCHP continues to face headwinds, including end-market inventory normalization, but the darkest days are behind it. The Q1 results and guidance outlook affirm what the Q4 F2024 results indicated: an industry-wide recovery was underway for semiconductors.
NEW YORK, Aug. 15, 2025 (GLOBE NEWSWIRE) -- Fly-E Group, Inc. (Nasdaq: FLYE) (“Fly-E” or the “Company”), an electric vehicle company engaged in designing, installing, selling, and renting smart electric motorcycles, electric bikes, and electric scooters, today announced the grand opening of its newest retail location in Boston, Massachusetts. The new store, now fully operational, marks the Company's continued expansion in the Northeastern United States and underscores its mission to make safe, reliable, and eco-friendly transportation accessible to more communities.
It's 'essential' for the Trump administration to take a stake in Intel: D.A. Davidson's Gil Luria — Neutral
INTC CNBC Television — August 15, 2025Gil Luria, D.A. Davidson head of technology research, joins 'Squawk Box' to discuss reports of the Trump administration taking a stake in Intel.
MySize Reports Second Quarter 2025 Financial Results; Narrows Losses and Positions Percentil as a Leader in Europe's Circular Fashion Economy — Neutral
MYSZ PRNewsWire — August 15, 2025New acquisition taps into EU's regulatory push for sustainable apparelCompany investing in market capture as EU legislation reshapes apparel industry AIRPORT CITY, Israel , Aug. 15, 2025 /PRNewswire/ -- With the acquisition and launch of Percentil, MySize has strengthened its position in Europe's rapidly evolving circular fashion economy — a market transformation driven by new EU legislation mandating durability, repairability, recyclability, and traceability in apparel. "We are focused on building long-term value while delivering operational progress each quarter," said Ronen Luzon, Founder and CEO of MySize.
Gold Price Outlook – Gold Continues to See Support — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — August 15, 2025The gold market continues to see a bit of support below and is trying to continue to grind to the upside overall. At this point, the market is eyeballing the crucial $3500 level above.
FSMD: A Small- And Mid-Cap ETF With Attractive Valuation, Well-Positioned In The Current Market — Positive
FSMD Seeking Alpha — August 15, 2025FSMD offers diversified small- and mid-cap exposure with a multi-factor approach, emphasizing valuation, quality, momentum, and low volatility. The fund trades at an attractive discount to benchmarks and peers, while maintaining profitability and a defensive sector tilt. FSMD has outperformed the S&P MidCap 400 and most peers over 5 years, with lower volatility and a strong Sharpe ratio.