Circle Internet Group is the premier digital dollar play, but the stock is overheated and trades at a steep 90x earnings multiple. Q2 results showed strong top-line growth, but profitability concerns and thinning margins raise questions about CRCL's ability to scale efficiently. Short-term momentum remains intact, with a potential move to $165–170, but long-term investors need to see improved margins and diversified revenue.

Cisco looks to be correcting after dropping 4.5% on Friday, August 15th, and 7.75% last week, which will give investors another chance to buy the stock in a lower-risk area or add more to the name. EPS was guided to $4.00-4.06 (actual consensus this weekend is $4.04), while revenue guidance for Q1 '26 was $14.45-14.65 billion, with the actual revenue consensus estimate this weekend of $14.76 billion, or an estimate that is above the guided range already. In secular bull markets, particularly as they age, you want underperforming stocks and you want some uncorrelated stocks to the secular bull. Cisco …

CARLSBAD, Calif.--(BUSINESS WIRE)-- #SEMICONTaiwan2025--Nordson's high-yield dispensing technologies for panel- and wafer-level advanced packaging on display at SEMICON Taiwan 2025.

Gold and silver are consolidating near key levels, with XAUUSD holding between $3,250–$3,450 and XAGUSD maintaining bullish momentum above $35, while a weakening U.S. Dollar Index below 97.50 could further boost safe-haven demand.

Most fans surveyed agree that AI-powered features will have a significant impact on how they consume sports More than half surveyed want AI-driven sports commentary and insights for past, current and future events Mobile sports apps are becoming essential to the fan experience, particularly among fans attending events in-person ARMONK, N.Y. , Aug. 18, 2025 /PRNewswire/ -- New global research commissioned by IBM (NYSE: IBM) reveals sports fans are turning to more dynamic digital content experiences, with AI, personalization and real-time features central to how they engage with sports.

'Match Chat' AI assistant answers questions in real-time, during and after all 254 singles matches Enhanced IBM SlamTracker to offer live Likelihood to Win projections, while 'Key Points' instantly summarizes articles on USOpen.org and the US Open app New global IBM survey confirms demand for AI-powered fan experiences on the rise ARMONK, N.Y. , Aug. 18, 2025 /PRNewswire/ -- IBM (NYSE: IBM) and the United States Tennis Association (USTA) today announced a new lineup of AI-powered digital experiences coming to USOpen.org and the US Open app for this year's tournament.

Investors Title Company is a Buy due to consistent market outperformance driven by strong, sustainable dividend payments backed by robust free cash flow. The company's core business in title insurance and risk management provides stable revenue, with recent signs of profitability recovery after tepid growth. Dividends have been the key driver of superior total shareholder returns, outpacing both market benchmarks and close peers over the last five years.

Global-E Online continued to report great revenue and GMV growth in Q2, achieved through both existing and new merchants. The company continues to attract new brands, and the 2025 revenue guidance suggests that Global-E's growth will remain strong. Profitability saw a slight hiccup in Q2, but the hiccup isn't cause for concern over the longer term.

JSW Steel and South Korea's POSCO have entered a deal to explore setting up an integrated steel plant in India, the country's largest steelmaker by market capitalisation said on Monday.

Silicon Laboratories' recently released Q2 FY2025 report showed how SLAB continues to make big gains in the top and the bottom line. The strong growth seen in recent quarters was enabled by a tailwind that looks set to lose its potency sometime in 2026. Current valuations require that growth continues to come in at a level that looks difficult to maintain over an extended period.

SMCI missed both revenue and EPS estimates in 4Q FY2025, and issued very weak 1Q FY2026 guidance, sending a 20% pullback. Management slashed FY2026 revenue outlook from $40B to "at least" $33B, but implied a major near-term growth inflection in 2H FY2026. Key growth catalysts include large shipments of GB200 systems for NVIDIA's Blackwell and DCBBS, expected to reach 30% of total revenue by next summer.

Microsoft's top-line growth is at multi-year highs, driven by exceptional performance in the Intelligent Cloud segment and Azure's accelerating momentum. Guidance for Q1 shows continued robust cloud demand, with Azure expected to maintain exceptionally strong growth, supporting a bullish outlook. Despite heavy AI infrastructure investment, free cash flow remains resilient, and capital returns to shareholders are increasing, alleviating concerns about CAPEX pressure.

HANOI, Vietnam--(BUSINESS WIRE)--Global technology corporation FPT has joined the SAP PartnerEdge program as a Sell partner in selected countries in Southeast Asia. With an initial focus on Singapore, Malaysia, and Thailand, this strategic expansion further strengthens FPT's expertise in digital transformation, opening new avenues for regional enterprises to accelerate cloud adoption, streamline operations, and drive innovation with SAP's industry-leading solutions. Through the SAP PartnerEdge.

Bristow Group reported slightly weaker-than-expected second quarter results due to underperformance in the company's Government Services segment. However, cash generation was excellent and the company started repaying debt ahead of schedule as well as returning capital to shareholders. Management raised expectations for both 2025 and 2026 due to persistent strength in the company's core Offshore Energy Services segment.

GPIX's dynamic overwrite approach captures more S&P 500 upside, minimizes NAV erosion risk, and delivers robust total returns, versus JEPI. JEPI offers downside protection, with a defensive portfolio, but its upside capture is limited and NAV recovery lags materially in bull markets. GPIX is significantly more tax-efficient for taxable accounts, with favorable 60/40 capital gains treatment and return of capital distributions.

TORONTO--(BUSINESS WIRE)--Bragg Gaming Group (BRAG:CA) (“Bragg” or the “Company”), a leading content and technology provider to the online gaming industry, today announced the Company learned of a cybersecurity incident early Saturday morning, August 16, 2025, CEST time. Bragg has taken immediate steps to mitigate any potential impact. Additional independent cybersecurity experts have been retained to assist the Company in dealing with the matter in accordance with industry best practices. Base.

Plug Power reported mixed second quarter results with better-than-expected sales offset by weaker profitability. On the conference call, management guided full-year revenues below consensus expectations but reiterated expectations for gross margins to reach break-even levels in the fourth quarter. Rare insider purchases and the extension/reinstatement of tax credits have caused shares to rally in recent months.

TeraWulf Inc. (NASDAQ:WULF ) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants John Paul Larkin - Senior VP & Director of Investor Relations Kerri M. Langlais - Chief Strategy Officer & Executive Director Nazar M.

Beyond Meat reported a 20% decline in year-over-year net revenues in Q2 2025, coming in at 9% below guidance midpoint. It provided guidance for a 10% to 16% year-over-year decline in Q3 2025 net revenues, but has also badly missed its guidance during the last two quarters. Beyond Meat has made progress with improving gross margins though.

Australia's competition regulator said on Monday it has begun proceedings against Alphabet's Google over its past deals with telecom operators Telstra and Optus for the pre-installation of Google Search on Android mobile phones.