Nasdaq 100: ON Semiconductor, Microchip Technology Lead Rally on CPI Data — Positive
MCHP ON FXEmpire — August 12, 2025Nasdaq 100 climbs as softer CPI boosts Fed rate cut bets. Tech leaders ON Semiconductor, Microchip, and NXP drive gains across US stock indices.
AI startup Perplexity makes bold $34.5 billion bid for Google's Chrome browser — Neutral
GOOG GOOGL Reuters — August 12, 2025Perplexity 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.
Summit Midstream Corporation (SMC) Q2 2025 Earnings Call Transcript — Neutral
SMC Seeking Alpha — August 12, 2025Summit Midstream Corporation (NYSE:SMC) Q2 2025 Earnings Conference Call August 12, 2025 10:00 AM ET
3 Oil Pipeline MLP Stocks Worth Watching Despite Industry Weakness — Negative
EPD ET PAA Zacks Investment Research — August 12, 2025Conservative 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.
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 …
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 …
FDA Approves BRINSUPRI™ (brensocatib) as the First and Only Treatment for Non-Cystic Fibrosis Bronchiectasis, a Serious, Chronic Lung Disease — Neutral
INSM PRNewsWire — August 12, 2025— 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 …
Alphabet Reclaims $200 Threshold—Bull Run Reignited? — Neutral
GOOG GOOGL MarketBeat — August 12, 2025The 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.
Immunovant's Q1 Loss Narrower Than Expected, Pipeline in Focus — Negative
IMVT Zacks Investment Research — August 12, 2025IMVT reports a narrower Q1 loss, as spotlight remains on IMVT-1402's broad clinical potential across multiple indications.
3 Restaurant Stocks That Keep Soaring Despite Industry Challenges — Positive
BJRI CAKE CBRL Zacks Investment Research — August 12, 2025BJ's Restaurants, Cheesecake Factory and Cracker Barrel are thriving with sales growth, menu innovation and digital strategies despite industry headwinds.
PG vs. Inflation: How Long Can Price Hikes Offset Input Costs? — Negative
PG Zacks Investment Research — August 12, 2025Procter & Gamble faces slowing category growth as inflation and tariffs challenge its long-running price hike strategy.
ASTS Reports Wider-Than-Expected Q2 Loss Despite Top-Line Growth — Negative
ASTS Zacks Investment Research — August 12, 2025AST SpaceMobile posts wider-than-estimated Q2 loss as higher costs and macro headwinds offset modest revenue growth.
BigBear.ai Plunges 30%: The Red Flags Investors Ignored — Negative
BBAI 24/7 Wall Street — August 12, 2025Key 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.
Seaport Entertainment Group Inc. (SEG) Q2 2025 Earnings Call Transcript — Neutral
SEG Seeking Alpha — August 12, 2025Seaport 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.
U.S. Energy Corp. (USEG) Q2 2025 Earnings Call Transcript — Neutral
USEG Seeking Alpha — August 12, 2025U.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.
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.
Sea Stock Rides Q2 Earnings Wave to 3-Year Highs — Positive
SE Schaeffers Research — August 12, 2025Shares 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.
ADC Therapeutics SA (ADCT) Q2 2025 Earnings Call Transcript — Neutral
ADCT Seeking Alpha — August 12, 2025ADC 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 …
Addus HomeCare: Decent Print, Weak Economics, Stay On Hold — Neutral
ADUS Seeking Alpha — August 12, 2025Q2 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.
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.