Here are just some of the stories covered on Morning Brief for Friday, August 22, 2025. There are several reports about Nvidia and its chips in China, with CEO Jensen Huang saying the tech giant is talking to the US government about shipping a chip more advanced than its H20 to the nation.

ELV's focus on value-based care, Carelon integration and CareBridge acquisition drives membership and revenue growth.

Energy Transfer is trading above its 50-day SMA, backed by strong pipeline assets, rising demand and steady fee-based earnings growth.

Remitly stands out in a tough macro environment, delivering strong revenue growth, rising profits, and expanding margins thanks to its digital-first, asset-light model. Q2 results highlight 40% send volume growth, 34% revenue growth, and a swing to profitability, with increased guidance and robust operational execution. Upside looks attractive as earnings power catches up, with a DCF fair value of $19.6, 12-month base case target of $24, and a bull case of $29–30.

HIW boosts its portfolio by acquiring Legacy Union Parking Garage at 720 South Church Street in Uptown Charlotte.

UNH is expanding its Optum surgery centers, cutting costs while boosting growth and patient access in value-based care.

Shares of both companies extended gains in afternoon trading following the report.

PMGC Holdings Inc. Announces $1.67 Million in Gross Proceeds from Warrant Inducement with Institutional Investors Priced At-The Market Under Nasdaq Rules

The move comes after days of discussion in Washington about options for the troubled American chipmaker's future.

The move comes after days of discussion in Washington about options for the troubled American chipmaker's future.

The consumer staples sector has entered the chat. Over the past five trading sessions, while tech sells off, the market's been rotating away from growth and into defensive sectors, which were previously left out of the S&P 500's recovery.

ANI (ANIP) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Howmet (HWM) could produce exceptional returns because of its solid growth attributes.

Archrock Inc. (AROC) could produce exceptional returns because of its solid growth attributes.

CME Group outperformed the S&P 500 over the past decade, driven by its dominant derivatives platform and resilient revenue growth. Revenue per share has grown steadily, and CME maintains industry-leading low leverage, supporting its financial stability and risk profile. Dividend growth is strong and consistent, with both regular and special payouts, though the high payout ratio warrants monitoring.

Amazon's diversified revenue streams, robust financials, and reasonable valuation make it the superior investment choice over Shopify's stretched metrics.

ZM posts Q2 earnings and revenue beats, driven by enterprise strength and higher big-spending customer growth.

Wix's integrated platform ecosystem creates high switching costs through comprehensive CRM/ERP backend integration, positioning it as the essential "operating system" for SMB digital operations. Post-pandemic competitor decline presents structural market share opportunity, with key competitors down in market share, all while Wix strengthens through superior product differentiation. Agency-driven growth via Wix Studio creates superior monetization through partner commissions and cross-selling, driving higher ARPU despite flat subscriber counts.

WDAY posts strong second-quarter results with revenues and earnings topping estimates, fueled by customer wins and solid subscription growth.

J wins major NYSDOT project to modernize New York's highways and bridges.