VGT: Can't Be Rattled, Surprising Value, Buy And Don't Look Back — Positive

VGT   Seeking Alpha — August 12, 2025

I upgrade VGT to a long-term buy due to its strong fundamentals, robust earnings, and leadership in tech innovation. VGT offers broad, pure tech exposure with low expenses and diversification beyond the dominant NVDA, MSFT, and AAPL holdings. The top three holdings generate massive free cash flow and continue to drive sector growth, especially with AI and cloud tailwinds.

image for news VGT: Can't Be Rattled, Surprising Value, Buy And Don't Look Back

Heads up, Elon?

image for news AST SpaceMobile's stock price is soaring after the SpaceX rival reported earnings. Here's why

Cognex Sets Ambitious Growth Goals For The Next Cycle — Positive

CGNX   Seeking Alpha — August 12, 2025

I reiterate a Strong Buy on Cognex Corporation with a $51.64 price target, driven by robust U.S. reindustrialization and automation trends. Major trade deals and tariffs are fueling over $1T in U.S. investments, expanding Cognex's addressable market, especially in manufacturing and pharmaceuticals. Cognex's new leadership, AI-driven product expansion, and cloud platform OneVision position the company for accelerated growth and broader market reach.

image for news Cognex Sets Ambitious Growth Goals For The Next Cycle

SRDX Stock Up Following Q3 Earnings Beat, Gross Margin Contracts — Positive

SRDX   Zacks Investment Research — August 12, 2025

Surmodics delivers third-quarter fiscal 2025 earnings beat with narrower loss, as revenue tops estimates despite lower SurVeil DCB sales.

image for news SRDX Stock Up Following Q3 Earnings Beat, Gross Margin Contracts

Kratos Defense's Segment Strengthens Role in Critical Defense Domain — Positive

KTOS   Zacks Investment Research — August 12, 2025

KTOS' Kratos Government Solutions segment boosts defense capabilities with key tech gains, strong revenue growth and a strategic acquisition.

image for news Kratos Defense's Segment Strengthens Role in Critical Defense Domain

Kodak says there's 'substantial doubt' it can stay in business — Negative

KODK   Fox Business — August 12, 2025

Kodak warned in a Securities and Exchange Commission filing that it faces serious financial concerns, citing substantial doubt about continuing operations.

image for news Kodak says there's 'substantial doubt' it can stay in business

PennantPark Investment Corporation (NYSE:PNNT ) Q3 2025 Earnings Conference August 12, 2025 12:00 PM ET Company Participants Arthur Howard Penn - Founder, Chairman, Managing Partner & CEO Richard Thomas Allorto - Chief Financial Officer Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division Brian J. Mckenna - Citizens JMP Securities, LLC, Research Division Casey Jay Alexander - Compass Point Research & Trading, LLC, Research Division Christopher Whitbread Patrick Nolan - Ladenburg Thalmann & Co. Inc., Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Paul Conrad Johnson - Keefe, Bruyette, & Woods, Inc., Research Division …

image for news PennantPark Investment Corporation (PNNT) Q3 2025 Earnings Conference Call Transcript

American Airlines' Expansion Efforts Look Good: A Sign for Upside? — Positive

AAL   Zacks Investment Research — August 12, 2025

AAL adds new routes to Europe and South America for summer 2026, as international air travel demand remains strong.

image for news American Airlines' Expansion Efforts Look Good: A Sign for Upside?

Macerich Q2 FFO Misses Estimates, Occupancy Declines Y/Y — Negative

MAC   Zacks Investment Research — August 12, 2025

MAC's second-quarter FFO fell short of estimates on lower occupancy and higher expenses, but leasing activities and revenue growth offer bright spots.

image for news Macerich Q2 FFO Misses Estimates, Occupancy Declines Y/Y

Is American Express Winning the Loyalty Battle Against Fintechs? — Positive

AXP   Zacks Investment Research — August 12, 2025

AXP leverages its rewards program, premium perks and digital upgrades to retain loyalty against fintech rivals.

image for news Is American Express Winning the Loyalty Battle Against Fintechs?

OpenAI, Anthropic, Perplexity: Which A.I. Path Will AAPL Take? — Neutral

AAPL   Schwab Network — August 12, 2025

Angelo Zino of CFRA says Apple (AAPL) is likely to outsource A.I. to another company.

image for news OpenAI, Anthropic, Perplexity: Which A.I. Path Will AAPL Take?

CSX Corporation (NASDAQ:CSX ) Deutsche Bank US Transportation Conference 2025 August 11, 2025 9:00 AM ET Company Participants Kevin S. Boone - Executive VP & Chief Commercial Officer Conference Call Participants Richa Harnain - Unidentified Company Richa Harnain Hello, everyone.

image for news CSX Corporation (CSX) Presents at Deutsche Bank US Transportation Conference 2025

NEW YORK , Aug. 12, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to: WideOpenWest, Inc. (NYSE: WOW)'s sale to affiliates of DigitalBridge Investments, LLC and Crestview Partners for $5.20 per share. If you are a WideOpenWest shareholder, click here to learn more about your rights and options.

image for news SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates WOW and BFIN on Behalf of Shareholders

LIVERMORE, Calif., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Advent Technologies Holdings, Inc. (NASDAQ: ADN), an innovation-driven company in the fuel cell and hydrogen technology space, announced today that it has entered into a new enhanced license agreement with TRIAD National Security for the Ion Pair technology originally developed at Los Alamos National Laboratory. In the new enhanced license, Advent acquired exclusivity to the technology in the marine, aviation, and portable power fields while retaining its non-exclusive rights in all other fields.

image for news Advent Technologies Holdings, Inc. Enhances License to Groundbreaking Ion Pair Technology Developed at Los Alamos National Laboratory by Acquiring Exclusivity in Marine, Aviation, and Portable Power Fields

PHILADELPHIA , Aug. 12, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Altimmune Inc. (NASDAQ: ALT) ("Altimmune" or the "Company") on behalf of investors who purchased or otherwise acquired publicly traded securities of Altimmune between August 10, 2023 through June 25, 2025 (the "Class Period"). Investor Deadline: Investors who purchased or acquired Altimmune securities during the Class Period may, no later than October 6, 2025 , seek to be appointed as a lead plaintiff representative of the class.

image for news Berger Montague PC Investigating Claims on Behalf of Altimmune, Inc. (NASDAQ: ALT) Investors After Class Action Filing

Atlantic American Corporation Reports Second Quarter Results for 2025 — Neutral

AAME   GlobeNewsWire — August 12, 2025

ATLANTA, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Atlantic American Corporation (Nasdaq- AAME) today reported net income of $3.3 million, or $0.15 per diluted share, for the three month period ended June 30, 2025 compared to net loss of ($0.7) million, or ($0.04) per diluted share, for the comparable period in 2024. The Company had net income of $4.1 million, or $0.19 per diluted share, for the six month period ended June 30, 2025, compared to net loss of ($2.7) million, or ($0.14) per diluted share, for the six month period ended June 30, 2024. The increase in net income for …

image for news Atlantic American Corporation Reports Second Quarter Results for 2025

What Keeps Visa at the Forefront of Cybersecurity Innovation? — Negative

V   Zacks Investment Research — August 12, 2025

V's $12B tech investment and AI-driven tools are blocking billions in fraud, keeping it ahead in cybersecurity innovation.

image for news What Keeps Visa at the Forefront of Cybersecurity Innovation?

Should You Grab Nu Holdings Stock Ahead of Q2 Earnings Report? — Positive

NU   Zacks Investment Research — August 12, 2025

Nu Holdings' rapid customer growth, low-cost platform, and strong Q2 forecasts could set the stage for another earnings beat.

image for news Should You Grab Nu Holdings Stock Ahead of Q2 Earnings Report?

Friedman Industries Stock Gains Following Strong Q1 Earnings Results — Positive

FRD   Zacks Investment Research — August 12, 2025

FRD delivers robust first-quarter fiscal 2026 results with rising sales, stronger margins and a sharp swing to profitability in key segments.

image for news Friedman Industries Stock Gains Following Strong Q1 Earnings Results

This Psychedelics ETF Has Investors Going Crazy (In a Good Way) — Positive

PSIL   ETF Trends — August 12, 2025

When it comes to curing common ailments, the majority of doctors won't be prescribing things like LSD, mescaline, PCP, or psilocybin (mushrooms) anytime soon. But these are examples of a growing billion-dollar psychedelic drugs industry that's poised for even more growth.

image for news This Psychedelics ETF Has Investors Going Crazy (In a Good Way)