With Tech Trade Proving Durable, Bet on These ETFs — Positive

QQQ  QQQM   ETF Trends — August 15, 2025

Betting against growth and tech equities was a winning idea for a time earlier this year. But that span was fleeting.

image for news With Tech Trade Proving Durable, Bet on These ETFs

Is Biotech the Right Tech ETF Move Right Now? SBIO Argues Yes — Neutral

SBIO   ETF Trends — August 15, 2025

The tech ETF space offers plenty of important questions for investors.

image for news Is Biotech the Right Tech ETF Move Right Now? SBIO Argues Yes

Asset-Backed ETFs: Branching Out Beyond CLOs — Neutral

ABI  DABS  JAAA  JABS   ETF Trends — August 15, 2025

Ample 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.

image for news Asset-Backed ETFs: Branching Out Beyond CLOs

Fortinet: Thesis Breakage Or Market Exaggeration? — Positive

FTNT   Seeking Alpha — August 15, 2025

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.

image for news Fortinet: Thesis Breakage Or Market Exaggeration?

NEXE Innovations supplies ecoBeans as Canadian sales surge on Amazon — Positive

AMZN  NEXNF   Proactive Investors — August 15, 2025

NEXE 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.

image for news NEXE Innovations supplies ecoBeans as Canadian sales surge on Amazon

Roivant Sciences: Vant Model And IMVT-1402 Create A 2025 Catalyst Stack — Positive

ROIV   Seeking Alpha — August 15, 2025

Roivant 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.

image for news Roivant Sciences: Vant Model And IMVT-1402 Create A 2025 Catalyst Stack

UnitedHealth: The 'Buffett Buffer' That Changed My Call (Rating Upgrade) — Positive

UNH   Seeking Alpha — August 15, 2025

Warren 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.

image for news UnitedHealth: The 'Buffett Buffer' That Changed My Call (Rating Upgrade)

Fed In Focus! What Will It Do – And How Can You Profit? — Neutral

HD   Forbes — August 15, 2025

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?

image for news Fed In Focus! What Will It Do – And How Can You Profit?

Hesai Group: Surging Shipments Fuel Surging GAAP Profits — Positive

HSAI   Seeking Alpha — August 15, 2025

Hesai 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.

image for news Hesai Group: Surging Shipments Fuel Surging GAAP Profits

Advance Auto Parts: Sales Stabilize, But Execution Risk Remains Elevated — Neutral

AAP   Seeking Alpha — August 15, 2025

Advance 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.

image for news Advance Auto Parts: Sales Stabilize, But Execution Risk Remains Elevated

Caleres Announces Kathleen Welter as Chief Human Resources Officer — Neutral

CAL   Business Wire — August 15, 2025

ST. 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.

image for news Caleres Announces Kathleen Welter as Chief Human Resources Officer

Faruqi & 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.

image for news Faruqi & Faruqi Reminds Biohaven Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of September 12, 2025 - BHVN

PITTSBURGH , 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.

image for news Month-end portfolio data now available for Federated Hermes Premier Municipal Income Fund

Buy 5 Mobile Payments Stocks and Hold for Long Term to Reap Benefits — Positive

ACIW  INTU  JPM  PYPL  RELY   Zacks Investment Research — August 15, 2025

PYPL, JPM, INTU, ACIW and RELY are five mobile payment stocks poised to benefit from the accelerating shift to cashless transactions.

image for news Buy 5 Mobile Payments Stocks and Hold for Long Term to Reap Benefits

Microchip Technologies on Track for Macro Reversal and Rebound — Positive

MCHP   MarketBeat — August 15, 2025

Microchip 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.

image for news Microchip Technologies on Track for Macro Reversal and Rebound

Fly E-Bike Expands to Boston with New Store Opening — Neutral

FLYE   GlobeNewsWire — August 15, 2025

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.

image for news Fly E-Bike Expands to Boston with New Store Opening

Gil Luria, D.A. Davidson head of technology research, joins 'Squawk Box' to discuss reports of the Trump administration taking a stake in Intel.

image for news It's 'essential' for the Trump administration to take a stake in Intel: D.A. Davidson's Gil Luria

New 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.

image for news MySize Reports Second Quarter 2025 Financial Results; Narrows Losses and Positions Percentil as a Leader in Europe's Circular Fashion Economy

Gold Price Outlook – Gold Continues to See Support — Positive

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   FXEmpire — August 15, 2025

The 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.

image for news Gold Price Outlook – Gold Continues to See Support

FSMD 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.

image for news FSMD: A Small- And Mid-Cap ETF With Attractive Valuation, Well-Positioned In The Current Market