Could Oracle become a $1 trillion company? This analyst charts the course. — Positive
ORCL Market Watch — August 15, 2025Oracle could be a “disproportionate” winner in AI and its growth is picking up, according to a Mizuho analyst.
Village Farms International, Inc. is a strong company, but the stock price has soared too far, making it expensive relative to peers and fundamentals. I am downgrading VFF stock to Sell due to warrant overhang, recent outperformance, and limited further upside at current valuations. Earnings estimates for 2026 seem too optimistic; actual margins and EBITDA may fall short, increasing downside risk for investors.
Fortinet Boosts FortiRecon With CTEM to Strengthen Cyber Defenses — Positive
FTNT Zacks Investment Research — August 15, 2025FTNT enhances FortiRecon with CTEM alignment, brand protection and AI-driven automation to tackle evolving cyber threats.
Dogs Of The S&P 500: Buy 19 Ideal "Safer" August Dividend Payers — Positive
IVV SPLG SPXL SPY SSO UPRO VOO Seeking Alpha — August 15, 2025Many high-yield S&P 500 stocks are risky, but 19 'safer' dividend dogs have strong free cash flow to support payouts and are worth considering. Analyst forecasts suggest the top ten S&P 500 dividend dogs could deliver 23% to 40% net gains by August 2026, with moderate risk. A market correction or dividend increases could make all top ten 'safer' dividend dogs attractively priced, maximizing yield versus share price.
Marlton Partners Files Preliminary Proxy Statement Related to Election of Directors for the 180 Degree Capital Board of Directors — Neutral
TURN PRNewsWire — August 15, 2025CHICAGO , Aug. 15, 2025 /PRNewswire/ -- Marlton Partners L.P. (together with its affiliates and group members, "Marlton" or "we"), beneficial owners of approximately 5.8% of the outstanding stock of 180 Degree Capital Corp. (NASDAQ: TURN) ("TURN" or the "Company"), today announced that it has filed a preliminary proxy statement with the U.S. Securities Exchange and Commission to be used to solicit votes for the election of its four highly-qualified and independent director candidates – James C.
TeraWulf: Google-Backed HPC Contract Drives Momentum (Rating Upgrade) — Positive
GOOG GOOGL WULF Seeking Alpha — August 15, 2025TeraWulf's pivot to HPC hosting is proving successful, securing a $3.7B contract with Fluidstack, backed by Google, and building a strong backlog. TeraWulf's asset-light strategy focuses on infrastructure rather than GPU ownership, minimizing depreciation risk and ensuring predictable, high-margin revenue streams. Signed contracts, clear unit economics, and secured power capacity provide strong visibility into future cash flows and support a Buy rating upgrade.
Iren Limited: An AI, Crypto and Cloud Computing Stock — Positive
IREN Zacks Investment Research — August 15, 2025Every so often, I come across a stock in my research that checks nearly every box I look for: innovation, growth, strong fundamentals, and technical momentum. Iren Limited ( IREN ) is one of those rare finds.
BRF S.A. (NYSE:BRFS ) Q2 2025 Earnings Conference Call August 15, 2025 9:00 AM ET Company Participants Fabio Luis Mendes Mariano - Chief Financial & Investor Relations Officer and Member of Executive Board Miguel de Souza Gularte - Global CEO & Member of Executive Board Conference Call Participants Guilherme Palhares - Santander Investment Securities Inc., Research Division Gustavo Troyano - Itaú Corretora de Valores S.A., Research Division Henrique R.
Vuzix: Market Is Pricing In The Win Before The Game (Rating Downgrade) — Positive
VUZI Seeking Alpha — August 15, 2025Vuzix is transitioning from technology validation to commercial viability, showing promising operational progress but not yet creating value. Recent OEM/ODM partnerships and entry into high-ROI enterprise segments indicate a path toward scaling and improving margins. Despite revenue growth, cost of sales still exceeds revenue, keeping the company unprofitable and free cash flow negative.
Can AI-Driven Project Guidance Help Lowe's Win More Market Share? — Positive
LOW Zacks Investment Research — August 15, 2025LOW debuts AI-driven Mylow and enhanced Pro Rewards, aiming to boost customer engagement and market positioning.
Surging Earnings Estimates Signal Upside for SiTime (SITM) Stock — Positive
SITM Zacks Investment Research — August 15, 2025SiTime (SITM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Surging Earnings Estimates Signal Upside for Harrow (HROW) Stock — Positive
HROW Zacks Investment Research — August 15, 2025Harrow (HROW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Unity Software (U) Run Higher on Rising Earnings Estimates? — Positive
U Zacks Investment Research — August 15, 2025Unity Software Inc. (U) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Hold On Vistra Corp. After Q2 2025 Earnings As Market Prices In Perfect Execution — Neutral
VST Seeking Alpha — August 15, 2025Vistra's growth strategy is robust, with major acquisitions and nuclear license extensions supporting strong EBITDA targets through 2026. The stock price already reflects high expectations, trading at a premium multiple well above utility sector norms, leaving little margin for error. Operational risks, high debt, and integration challenges could quickly impact valuation if any setbacks occur, given the current lofty share price.
Intel Corp. INTC stock has been heading for its best week since January 2000, largely driven by vocal support from President Donald Trump.
T. Rowe Price July AUM Balance Increases Sequentially, Net Flows Flat — Positive
TROW Zacks Investment Research — August 15, 2025TROW's AUM rises 1.6% in July 2025 to $1.70T, with gains across equity, fixed income, multi-asset and alternative products.
Trump's Plan for 300% Semiconductor Tariffs Weighs on Chip Stocks, Except Intel. Here's Why — Neutral
INTC Investopedia — August 15, 2025A potential deal with the Trump administration is shaping up to be a saving grace for Intel (INTC), which saw its shares climb Friday while other semiconductor stocks slid.
Arm Holdings' Meltdown Is Warranted - Growth Pains Ahead — Negative
ARM Seeking Alpha — August 15, 2025ARM's renewed growth efforts are likely to be rather expensive, attributed to the intensified R&D investments and the speculative M&A activities. This is on top of the potentially prolonged monetization cadence and the intense market competition, as the company lags its more successful legacy chip peers. While ARM's future potential may be immense, we are already seeing growth pains in its impacted profit margins/ adj EPS, with it well negating the higher royalty opportunities.
DEADLINE ALERT for FLYW, LMT, SOC, NVO: Law Offices of Howard G. Smith Reminds Investors of Opportunity to Lead Securities Fraud Class Actions — Neutral
NVO GlobeNewsWire — August 15, 2025BENSALEM, Pa., Aug. 15, 2025 (GLOBE NEWSWIRE) -- Law Offices of Howard G. Smith reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion.