Sources say J.P. Morgan, Goldman Sachs, and Morgan Stanley managed several CoreWeave blocks — Neutral
CRWV CNBC Television — August 15, 2025CNBC's Leslie Picker breaks down the latest news on CoreWeave.
Pfizer experimental sickle cell drug fails phase 3 trial — Negative
PFE CNBC Television — August 15, 2025CNBC's Angelica Peebles joins 'Squawk on the Street' with the latest news on drugmaker Pfizer.
Target shares slump after Bank of America downgrade — Negative
BAC Proactive Investors — August 15, 2025Target Corp (NYSE:TGT) shares fell around 1.6% Friday after Bank of America downgraded the retailer to “Underperform” from “Neutral,” citing what it described as deteriorating long-term prospects. BofA lowered its price target to $93 from $105, noting that Target is lagging behind competitors on sales, digital growth, and strategic investments.
Faruqi & Faruqi Reminds Altimmune Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of October 6, 2025 - ALT — Neutral
ALT PRNewsWire — August 15, 2025Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Altimmune To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Altimmune between August 10, 2023 and June 25, 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 Altimmune, Inc. ("Altimmune" or the "Company") …
Fermi America™ and ASP Isotopes Join Forces to Secure America's Advanced Reactor Fuel Supply — Neutral
ASPI PRNewsWire — August 15, 2025- Texas-based private grid campus to host one of the first U.S. HALEU enrichment facilities, strengthening energy security and reducing reliance on foreign sources AMARILLO, Texas , Aug. 15, 2025 /PRNewswire/ -- Fermi America, developer of the 11 GW private grid campus for next-generation hyperscale AI in collaboration with the Texas Tech University System, today announced it has signed a Memorandum of Understanding (MOU) with ASP Isotopes Inc. (NASDAQ: ASPI) and its subsidiary Quantum Leap Energy LLC (QLE) to explore the development of a High Assay Low Enriched Uranium (HALEU) enrichment facility at Fermi America's site in Carson County, Texas. …
Honda Q1 Earnings Surpass Expectations, Revenues Rise Y/Y — Positive
HMC Zacks Investment Research — August 15, 2025HMC beats Q1 EPS estimates despite weaker y/y earnings, as Motorcycle gains offset softness in other segments.
At the moment XLK has strong momentum and high EPS growth expectations, which makes it one of the most attractive sectors. This has pushed relative valuations (forward P/E) to extreme levels (>85% of the distribution over the past 30 years). It doesn't mean a bubble is coming, as earnings are strong; just an imbalance resolved by lower prices or higher earnings.
Janus Henderson's Jeremiah Buckely: We've seen a broadening of companies contributing to AI earnings — Positive
JHG CNBC Television — August 15, 2025Jeremiah Buckley, Janus Henderson portfolio manager, joins CNBC's 'Squawk on the Street' to discuss tech earnings, areas of the market he's keeping an eye on, and much more.
Celcuity Inc. (CELC) Q2 2025 Earnings Call Transcript — Neutral
CELC Seeking Alpha — August 15, 2025Celcuity Inc. (NASDAQ:CELC ) Q2 2025 Earnings Conference Call August 14, 2025 4:30 PM ET Company Participants Brian F. Sullivan - Co-Founder, Chairman & CEO Vicky Hahne - Chief Financial Officer Conference Call Participants Chase Richard Knickerbocker - Craig-Hallum Capital Group LLC, Research Division Eason Lee - Leerink Partners LLC, Research Division Frances Dovell - TD Cowen, Research Division Gil Joseph Blum - Needham & Company, LLC, Research Division Mohamad Amin Makarem - Jefferies LLC, Research Division Stephen Douglas Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Apoorva Chaloori - Unidentified Company Operator Good afternoon, ladies and gentlemen, and …
Citigroup Considers Offering Crypto-Related Custody Services and Stablecoin-Powered Payments — Positive
C PYMNTS — August 15, 2025Citigroup is reportedly considering getting involved in stablecoins. The bank is exploring providing stablecoin-powered payments as well as custody services for the assets that back stablecoins and crypto-related investment products, Biswarup Chatterjee, global head of partnerships and innovation for Citigroup's services division, told Reuters in a report posted Thursday (Aug. 14).
Applied Materials Stock Declines After Weak Q4 Forecast — Negative
AMAT Schaeffers Research — August 15, 2025The shares of Applied Materials (NASDAQ:AMAT) are on the downswing this morning, despite the tech manufacturing giant reporting fiscal third-quarter results that surpassed analyst estimates.
UnitedHealth shares rise on Buffett's Berkshire stake — Positive
BRK-A BRK-B UNH Proactive Investors — August 15, 2025Warren Buffett's Berkshire Hathaway Inc (NYSE:BRK.A) has added a little more than five million shares of UnitedHealth Group Inc (NYSE:UNH, ETR:UNH), sending shares of the health insurer nearly 13% higher on Friday. According to SEC filings, Buffett is joining other major investors including David Tepper and Michael Burry in boosting stakes in the beleaguered company.
UnitedHealth is a bellwether name and investors just needed confirmation to buy, says UBS' AJ Rice — Positive
UNH CNBC Television — August 15, 2025AJ Rice, UBS analyst, joins 'Money Movers' to discuss UnitedHealth shares surging on Berkshire Hathaway stake in the stock.
From Big Short to Big Long: Michael Burry Bets Big on Three Stocks — Positive
LULU META UNH 24/7 Wall Street — August 15, 2025Key Points in This Article: Michael Burry, famed for predicting the 2008 housing crash, shifted from bearish to bullish bets, acquiring calls and shares in Lululemon Athletica (LULU), Meta Platforms (META), and UnitedHealth Group (UNH) worth $522 million.
DraftKings Secures Direct Mobile Sports Betting License to Operate in Missouri — Neutral
DKNG GlobeNewsWire — August 15, 2025BOSTON, Aug. 15, 2025 (GLOBE NEWSWIRE) -- DraftKings Inc. (Nasdaq: DKNG) announced today that the Missouri Gaming Commission has granted the company a direct mobile sports betting license. This direct mobile sports betting license will enable DraftKings to operate independently across the state of Missouri, without the need for affiliation with a land-based casino or professional sports team. DraftKings' online sportsbook would go live on the universal launch date currently expected for December 1, 2025, contingent on final regulatory approvals.
Wedbush's Matthew Bryson: Here's what a Trump Admin. stake in Intel would mean for the business — Neutral
INTC CNBC Television — August 15, 2025Matthew Bryson, Wedbush Securities equity research and hardware SVP, joins CNBC's 'Squawk on the Street' to discuss reports that the Trump Administration is considering a stake in Intel, whether it could change Intel's corporate priorities, and much more.
Archer Aviation Inc.'s growth prospects are promising, with a robust order book and international expansion, but revenue conversion remains unproven. FAA certification is the key hurdle; only 15% of compliance is complete, and full approval timing is uncertain, impacting aggressive investor sentiment. International launches, especially in the UAE, could mitigate U.S. certification delays, but execution risks and backlog conversion remain concerns.
Toyota Q1 Earnings Miss Expectations, Revenues Rise Y/Y — Neutral
TM Zacks Investment Research — August 15, 2025TM's Q1 earnings miss forecasts despite higher revenues, as operating income and profit outlook signal sharp declines ahead.
Virtus Investment's July AUM Inches Up Sequentially on Net Inflows — Neutral
VRTS Zacks Investment Research — August 15, 2025VRTS's July AUM rose to $170.8B, lifted by ETF and institutional inflows despite U.S. retail fund outflows.
TGT Downgrade Ahead of Earnings, Growth Faces Critical Headwinds — Negative
TGT Schwab Network — August 15, 2025A "deteriorating long-term outlook" is behind BofA's downgrade on Target (TGT). Marley Kayden breaks down the analysis and weighs the company against Walmart (WMT), highlighting spots where Target is lagging.