Nasdaq 100 climbs as softer CPI boosts Fed rate cut bets. Tech leaders ON Semiconductor, Microchip, and NXP drive gains across US stock indices.

image for news Nasdaq 100: ON Semiconductor, Microchip Technology Lead Rally on CPI Data

Perplexity AI said it has made a $34.5 billion unsolicited all-cash offer for Alphabet's Chrome browser, a low but bold bid that would need financing well above the startup's own valuation.

image for news AI startup Perplexity makes bold $34.5 billion bid for Google's Chrome browser

Summit Midstream Corporation (SMC) Q2 2025 Earnings Call Transcript — Neutral

SMC   Seeking Alpha — August 12, 2025

Summit Midstream Corporation (NYSE:SMC) Q2 2025 Earnings Conference Call August 12, 2025 10:00 AM ET

image for news Summit Midstream Corporation (SMC) Q2 2025 Earnings Call Transcript

3 Oil Pipeline MLP Stocks Worth Watching Despite Industry Weakness — Negative

EPD  ET  PAA   Zacks Investment Research — August 12, 2025

Conservative capital spending by upstream players and gradual shifting to renewables may hurt the demand for midstream players??? assets. Enterprise (EPD), Energy Transfer (ET) and Plains All American Pipeline (PAA) are surviving the industry challenges.

image for news 3 Oil Pipeline MLP Stocks Worth Watching Despite Industry Weakness

HUYA Inc. (HUYA) Q2 2025 Earnings Call Transcript — Neutral

HUYA   Seeking Alpha — August 12, 2025

HUYA Inc. (NYSE:HUYA ) Q2 2025 Earnings Conference Call August 12, 2025 6:00 AM ET Company Participants Hanyu Liu - Corporate Participant Junhong Huang - Acting Co-CEO, Senior VP & Director Lei Peng - CFO & Acting Co-CEO Conference Call Participants Fuk Lung Cheung - Citigroup Inc. Exchange Research Ritchie Sun - HSBC Global Investment Research Yanyan Xiao - China International Capital Corporation Limited, Research Division Yifan Ye - CLSA Limited, Research Division Yiwen Zhang - China Renaissance, Research Division Hanyu Liu Good day, and good evening, and thank you for standing by. Welcome to Huya's Second Quarter 2025 Earnings …

image for news HUYA Inc. (HUYA) Q2 2025 Earnings Call Transcript

DUPONT DE NEMOURS, INC. AND QNITY ELECTRONICS, INC. — Neutral

DD   PRNewsWire — August 12, 2025

Notes to be the obligation solely of Qnity Electronics, Inc. as issuer following consummation of DuPont's intended Spin-Off of its electronics business WILMINGTON, Del. , Aug. 12, 2025 /PRNewswire/ -- DuPont de Nemours, Inc. (NYSE: DD) ("DuPont") and Qnity Electronics, Inc. ("Qnity") announced today that Qnity priced an offering of $1.0 billion aggregate principal amount of 5.750% senior secured notes due 2032 (the "Secured Notes") and $750.0 million aggregate principal amount of 6.250% senior notes due 2033 (the "Unsecured Notes" and, together with the Secured Notes, the "Notes" and each, a "series of Notes") at a price of 100.000% of …

image for news DUPONT DE NEMOURS, INC. AND QNITY ELECTRONICS, INC.

— Approximately 500,000 U.S. Patients Are Diagnosed with Non-Cystic Fibrosis Bronchiectasis (NCFB), a Progressive Disease That Can Lead to Permanent Lung Damage — — BRINSUPRI 10 mg and 25 mg Doses Approved for the Treatment of NCFB — — BRINSUPRI, a First-in-Class DPP1 Inhibitor Targeting Neutrophilic Inflammation, Is Available by Prescription Through a Comprehensive Specialty Pharmacy Network — — Insmed to Host Investor Conference Call Today at 12:00 PM ET — BRIDGEWATER, N.J. , Aug. 12, 2025 /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of …

image for news FDA Approves BRINSUPRI™ (brensocatib) as the First and Only Treatment for Non-Cystic Fibrosis Bronchiectasis, a Serious, Chronic Lung Disease

Alphabet Reclaims $200 Threshold—Bull Run Reignited? — Neutral

GOOG  GOOGL   MarketBeat — August 12, 2025

The stock lagged its Magnificent Seven peers early in the year, weighed down by regulatory fears and concerns that its dominance in search and advertising was wavering.

image for news Alphabet Reclaims $200 Threshold—Bull Run Reignited?

Immunovant's Q1 Loss Narrower Than Expected, Pipeline in Focus — Negative

IMVT   Zacks Investment Research — August 12, 2025

IMVT reports a narrower Q1 loss, as spotlight remains on IMVT-1402's broad clinical potential across multiple indications.

image for news Immunovant's Q1 Loss Narrower Than Expected, Pipeline in Focus

3 Restaurant Stocks That Keep Soaring Despite Industry Challenges — Positive

BJRI  CAKE  CBRL   Zacks Investment Research — August 12, 2025

BJ's Restaurants, Cheesecake Factory and Cracker Barrel are thriving with sales growth, menu innovation and digital strategies despite industry headwinds.

image for news 3 Restaurant Stocks That Keep Soaring Despite Industry Challenges

PG vs. Inflation: How Long Can Price Hikes Offset Input Costs? — Negative

PG   Zacks Investment Research — August 12, 2025

Procter & Gamble faces slowing category growth as inflation and tariffs challenge its long-running price hike strategy.

image for news PG vs. Inflation: How Long Can Price Hikes Offset Input Costs?

ASTS Reports Wider-Than-Expected Q2 Loss Despite Top-Line Growth — Negative

ASTS   Zacks Investment Research — August 12, 2025

AST SpaceMobile posts wider-than-estimated Q2 loss as higher costs and macro headwinds offset modest revenue growth.

image for news ASTS Reports Wider-Than-Expected Q2 Loss Despite Top-Line Growth

BigBear.ai Plunges 30%: The Red Flags Investors Ignored — Negative

BBAI   24/7 Wall Street — August 12, 2025

Key Points in This Article: BigBear.ai's (BBAI) Q2 2025 revenue of $32.5 million missed estimates by almost 21%, down from $39.8 million year-over-year.

image for news BigBear.ai Plunges 30%: The Red Flags Investors Ignored

Seaport Entertainment Group Inc. (SEG) Q2 2025 Earnings Call Transcript — Neutral

SEG   Seeking Alpha — August 12, 2025

Seaport Entertainment Group Inc. (NYSE:SEG ) Q2 2025 Earnings Conference Call August 12, 2025 8:30 AM ET Company Participants Anton D. Nikodemus - CEO, President & Chairman of the Board of Directors Matthew Morris Partridge - CFO, Executive VP & Treasurer Operator Ladies and gentlemen, greetings and welcome to Seaport Entertainment Group Second Quarter 2025 Earnings Call.

image for news Seaport Entertainment Group Inc. (SEG) Q2 2025 Earnings Call Transcript

U.S. Energy Corp. (USEG) Q2 2025 Earnings Call Transcript — Neutral

USEG   Seeking Alpha — August 12, 2025

U.S. Energy Corp. (NASDAQ:USEG ) Q2 2025 Earnings Conference Call August 12, 2025 9:00 AM ET Company Participants Mark L. Zajac - Chief Financial Officer Mason McGuire - Corporate Participant Ryan Lewis Smith - President, CEO & Director Conference Call Participants Charles Arthur Meade - Johnson Rice & Company, L.L.C.

image for news U.S. Energy Corp. (USEG) Q2 2025 Earnings Call Transcript

Hulu to be 'fully integrated' into Disney+ in 2026 — Positive

DIS   CNBC Television — August 12, 2025

Disney announced last week on Wednesday it will be "fully integrating" Hulu into Disney+ in 2026, along with a bundle including ESPN's new direct-to-consumer offering launching August 21st.

image for news Hulu to be 'fully integrated' into Disney+ in 2026

Sea Stock Rides Q2 Earnings Wave to 3-Year Highs — Positive

SE   Schaeffers Research — August 12, 2025

Shares of Sea Ltd (NYSE:SE) are soaring this morning, after the Singapore-based tech conglomerate reported second-quarter earnings of $0.65 per share on revenue of $5.26 billion, sailing past estimates.

image for news Sea Stock Rides Q2 Earnings Wave to 3-Year Highs

ADC Therapeutics SA (ADCT) Q2 2025 Earnings Call Transcript — Neutral

ADCT   Seeking Alpha — August 12, 2025

ADC Therapeutics SA (NYSE:ADCT ) Q2 2025 Earnings Conference Call August 12, 2025 8:30 AM ET Company Participants Ameet Mallik - CEO & Director Jose I. Carmona - Chief Financial Officer Mohamed Zaki - Chief Medical Officer Nicole Riley - Corporate Participant Conference Call Participants Eric Thomas Schmidt - Cantor Fitzgerald & Co., Research Division Jenna Li - Jefferies LLC, Research Division Leonid Timashev - RBC Capital Markets, Research Division Michael Werner Schmidt - Guggenheim Securities, LLC, Research Division Sudan Naveen Loganathan - Stephens Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to the ADC Therapeutics SA …

image for news ADC Therapeutics SA (ADCT) Q2 2025 Earnings Call Transcript

Addus HomeCare: Decent Print, Weak Economics, Stay On Hold — Neutral

ADUS   Seeking Alpha — August 12, 2025

Q2 revenue was $349.4m, up 21.8% YoY, with adjusted EBITDA of $43.9m and operating cash flow of $22.5m. The business continues to acquire growth and has committed $1.20 in M&A per $1 of new sales over the last 3 years. Returns on capital remain low at ~8–9%, with fair value estimated at $80–$90/share.

image for news Addus HomeCare: Decent Print, Weak Economics, Stay On Hold

On Holdings Stock Climbs on Beat-and-Raise — Positive

ONON   Schaeffers Research — August 12, 2025

Footwear stock On Holdings AG (NYSE:ONON) is up 8.3% at $49.57, after the company announced better-than-expected second-quarter results, including record sales, and lifted its full-year revenue forecast despite Vietnam tariffs.

image for news On Holdings Stock Climbs on Beat-and-Raise