New Research from Humana Finds Value-Based Care Delivers Higher Quality of Care for Heart Failure Patients — Neutral
HUM Business Wire — August 21, 2025LOUISVILLE, Ky.--(BUSINESS WIRE)--Value-based care delivers a higher quality of care and better medication prescription adherence to evidence-based medicine for Medicare Advantage patients diagnosed with heart failure, according to findings released today by leading health and well-being company Humana Inc. (NYSE: HUM) in its latest Value-Based Care Issue Brief. Heart failure continues to affect a growing number of Americans, with 11.4 million expected to be diagnosed by 2050. Patients with hea.

Energy Transfer: Misunderstood Guidance & Volatile Spot Prices Trigger Rich Dividend Yields — Neutral
ET Seeking Alpha — August 21, 2025ET's recent underperformance may be attributed to the mixed market sentiments surrounding the energy sector, as the OPEC+ cuts/ ramping-up US outputs trigger lower spot prices. This is worsened by the management's narrowed FY2025 adj EBITDA guidance and the hefty debt reliance arising from the aggressive growth capex. Even so, we believe that ET's correction from 2025 heights and the subsequent sideways trading has been a boon, attributed to the still rich distribution yields.

iQIYI reported a double-digit Q2 revenue decline on Wednesday amid a challenging domestic market, but the platform beat EPS expectations. International expansion, especially in Spanish-speaking markets, drove 80% year-over-year overseas membership revenue growth, offsetting weaker domestic performance. Management's strategic pivot to micro dramas and global markets aims to reignite top-line growth and restore profitability.

Tech bears are wrong again: Nvidia and Palantir still powering the AI bull run — Positive
NVDA PLTR Proactive Investors — August 21, 2025Nvidia Corp (NASDAQ:NVDA, ETR:NVD) shares dipped, Palantir Technologies Inc (NYSE:PLTR) wobbled, and the familiar cries of “tech bubble” rang out again. Wedbush's Dan Ives, though, thinks the bears have it wrong: just as they did in 2023, 2024, and every pullback since.

Central Puerto Announces It Has Entered into a Purchase Agreement for the "Proyecto Solar Cafayate" — Neutral
CEPU Newsfile Corp — August 21, 2025Buenos Aires, Argentina--(Newsfile Corp. - August 21, 2025) - Central Puerto S.A. (NYSE: CEPU) (BYMA: CEPU) yesterday, August 20th, 2025 has entered into a purchase agreement with Canadian Solar Energy Group B.V.

Can Roblox's Creator Economy Unlock Its Next Phase of Monetization? — Positive
RBLX Zacks Investment Research — August 21, 2025RBLX ramps up creator payouts, new reward structures and ad partnerships to fuel its next monetization phase.

4 Stocks to Watch That Declared Dividend Hikes Amid Rate-Cut Uncertainty — Negative
CHMG MLM MTB UCB Zacks Investment Research — August 21, 2025Dividend hikes from CHMG, MTB, MLM and UCB stand out as investors seek stability amid Fed rate-cut uncertainty and market volatility.

Refining & Marketing Industry Outlook: 4 Stocks in Focus — Positive
GLPEY MPC PARR PSX Zacks Investment Research — August 21, 2025Refiners like Marathon Petroleum, Phillips 66, Galp Energia and Par Pacific are balancing fossil fuel strength with low-carbon growth opportunities.

Report: Meta is hitting pause on AI hiring after its poaching spree — Negative
META TechCrunch — August 21, 2025Meta has frozen hiring in its AI organization after restructuring the unit earlier this week, reports The Wall Street Journal. The hiring freeze follows weeks of poaching more than 50 AI researchers and engineers from competitors.

US probing delays in Tesla crash reports involving driver assistance systems — Negative
TSLA Reuters — August 21, 2025The National Highway Traffic Safety Administration said Thursday it is opening an investigation into delays in Tesla reports of crashes involving advanced driver assistance systems or self-driving vehicles.

Options Corner: PLTR Dip Into Bear Market Territory — Negative
PLTR Schwab Network — August 21, 2025Palantir (PLTR) is at a potential "tipping point" on the charts, says Rick Ducat. Shares of PLTR have dipped for 6 straight sessions, to which Wedbush analyst Dan Ives has stated it remains one of his favorite tech names to own.

Hewlett Packard stock surges in pretrading after Morgan Stanley upgrades to overweight — Positive
HPE Invezz — August 21, 2025Hewlett Packard Enterprise (HPE) shares rose more than 3% in premarket trading on Thursday after Morgan Stanley upgraded the stock to overweight from equal weight. The investment bank also raised its price target by $6 to $28, implying a potential 33% upside from Wednesday's close.

Walmart is winning on the back of value consumers, says 5 New Digital's Michael Zakkour — Positive
WMT CNBC Television — August 21, 2025Michael Zakkour, 5 New Digital founder, joins 'Squawk Box' to discuss the key takeaways from retail earnings, impact of tariffs, and more.

Two Months Into Tesla's Robotaxi Launch: Where Does It Stand Now? — Positive
TSLA Zacks Investment Research — August 21, 2025Tesla's robotaxi rollout shows early progress in Austin, but regulatory hurdles and strong rivals keep its bold vision in check.

Walmart (WMT) came out with quarterly earnings of $0.68 per share, missing the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.67 per share a year ago.

Bilibili (BILI) Tops Q2 Earnings and Revenue Estimates — Positive
BILI Zacks Investment Research — August 21, 2025Bilibili (BILI) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to a loss of $0.09 per share a year ago.

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Beats Q2 Earnings and Revenue Estimates — Positive
YMM Zacks Investment Research — August 21, 2025Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.16 per share.

Verb Technology Announces $780 Million in Treasury Assets to Advance its TON Treasury Strategy — Neutral
VERB Business Wire — August 21, 2025LAS VEGAS--(BUSINESS WIRE)-- #AI--Verb Technology Company, Inc. (Nasdaq: VERB) (to be renamed Ton Strategy Company) (the “Company”) today announced treasury assets exceeding $780 million, including $713 million1 of Toncoin ($TON), the native cryptocurrency of The Open Network (“TON”) Blockchain, and $67 million of cash. This is an important milestone in the Company's implementation of its previously announced $TON treasury strategy. Today's news follows the Company's August 8 closing of a $558 millio.

OceanPal Inc. Announces Reverse Stock Split to Be Effective August 25, 2025 — Neutral
OP GlobeNewsWire — August 21, 2025ATHENS, Greece, Aug. 21, 2025 (GLOBE NEWSWIRE) -- OceanPal Inc. (NASDAQ: OP) (the “Company”), a global shipping company specializing in the ownership of vessels, announced today that its board of directors has determined to effect a one-for-twenty-five reverse stock split of the Company's common shares, par value $0.01 per share. The Company's shareholders approved the reverse stock split at the Company's annual meeting of shareholders held on May 20, 2025.

JAAA remains a strong buy for cash allocations due to its focus on AAA CLO tranches, offering safety and low volatility. The fund invests 99% in AAA CLOs, which have never defaulted in 30 years, making it a reliable vehicle for storing 'dry powder.' Recent discounts to NAV are viewed as temporary blips, not a fundamental concern for long-term investors.
