Xenon Q2 Loss Wider Than Expected, Pipeline Development in Focus — Negative

XENE   Zacks Investment Research — August 12, 2025

XENE's wider Q2 loss highlights its push toward late-stage epilepsy, depression, and bipolar disorder studies with azetukalner.

image for news Xenon Q2 Loss Wider Than Expected, Pipeline Development in Focus

From Short-Term Struggles to Long-Term Wins: Lockheed's Space Story — Positive

LMT   Zacks Investment Research — August 12, 2025

Lockheed's Space segment rebounds with 4% Q2 growth, eyeing long-term gains despite Artemis delays and earlier revenue declines.

image for news From Short-Term Struggles to Long-Term Wins: Lockheed's Space Story

4 Stocks to Buy From a Top-Performing Fund Manager — Positive

AMZN  CRM  NKE  ZBH   Morningstar — August 12, 2025

Bill Nygren's Oakmark Fund recently took new positions in these undervalued stocks.

image for news 4 Stocks to Buy From a Top-Performing Fund Manager

Cardinal Health, Inc. (CAH) Q4 2025 Earnings Call Transcript — Neutral

CAH   Seeking Alpha — August 12, 2025

Cardinal Health, Inc. (NYSE:CAH ) Q4 2025 Earnings Conference Call August 12, 2025 8:30 AM ET Company Participants Aaron E. Alt - Chief Financial Officer Jason M.

image for news Cardinal Health, Inc. (CAH) Q4 2025 Earnings Call Transcript

CB Lags Industry, Trades at a Premium: What Should Investors Do Now? — Neutral

CB   Zacks Investment Research — August 12, 2025

Chubb Limited fuels growth with global middle-market expansion, strategic M&A, strong premiums, and a solid capital position despite catastrophe risk.

image for news CB Lags Industry, Trades at a Premium: What Should Investors Do Now?

Docusign is an attractive growth stock, trading below intrinsic value, with strong profitability and cash flow despite aggressive expansion into contract lifecycle management. In 1Q26, DOCU achieved a revenue growth of 7.61% y/y. Operating and net income margins improved by 60 bps and 468 bps to 7.89% and 9.44% respectively. The new IAM platform and AI features are driving user adoption, expanding Docusign's addressable market, and positioning it beyond e-signature solutions.

image for news Docusign: IAM Platform And Expansion Into CLM Market Likely To Accelerate Revenue Growth

SELECTQUOTE, INC. (NYSE: SLQT) INVESTOR ALERT Investors With Large Losses in SelectQuote, Inc. Should Contact Bernstein Liebhard To Discuss Their Rights

image for news SELECTQUOTE, INC. (NYSE: SLQT) INVESTOR ALERT Investors With Large Losses in SelectQuote, Inc. Should Contact Bernstein Liebhard LLP To Discuss Their Rights

Pony AI Inc. (PONY) Q2 2025 Earnings Call Transcript — Neutral

PONY   Seeking Alpha — August 12, 2025

Pony AI Inc. (NASDAQ:PONY ) Q2 2025 Earnings Conference Call August 12, 2025 8:00 AM ET Company Participants Dr. Tiancheng Lou - Corporate Participant George Shao - Corporate Participant Haojun Wang - Chief Financial Officer Jun Peng - Co-founder, CEO & Chairman of the Board Conference Call Participants Bin Wang - Deutsche Bank AG, Research Division Evelyn Zhang - Daiwa Securities Co. Ltd., Research Division Ming-Hsun Lee - BofA Securities, Research Division Ting Song - Goldman Sachs Group, Inc., Research Division Xinyu Fang - UBS Investment Bank, Research Division Operator Hello, ladies and gentlemen.

image for news Pony AI Inc. (PONY) Q2 2025 Earnings Call Transcript

TKO Group: Set For Strong Earnings Growth With Room For Valuation Catch-Up — Positive

TKO   Seeking Alpha — August 12, 2025

TKO Group's Q2 2025 results show strong revenue growth, improved margins, and a turnaround in underperforming segments, driven by WWE and UFC performance. Profitability surged on cost cuts and operating leverage, with net income and EBITDA margins rising sharply, supporting robust free cash flow and manageable leverage. Despite premium valuation, TKO's growth catalysts—media rights deals, S&P 500 inclusion, and disciplined operations—justify a cautious Buy.

image for news TKO Group: Set For Strong Earnings Growth With Room For Valuation Catch-Up

ASML Aims 30% EUV Revenue Growth in FY25: Can it Hit the Target? — Positive

ASML   Zacks Investment Research — August 12, 2025

ASML Holding targets 30% EUV revenue growth in 2025, fueled by Low NA expansion, High NA shipments, and AI-driven chip demand.

image for news ASML Aims 30% EUV Revenue Growth in FY25: Can it Hit the Target?

With Harmonic's Support, Globo Ensures High Video Quality and Low Latency for Brazilian Championship Matches SAN JOSE, Calif. , Aug. 12, 2025 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Globoplay, Brazil's largest video streaming platform owned by Globo, is leveraging the company's technology for low-latency live streaming during the 2025 Campeonato Brasileiro Série A — Brazil's premier football championship.

image for news Globoplay Streams Brazil's Premier Football Championship with Harmonic

NEW YORK, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Southern District of New York on behalf of all persons or entities who purchased or otherwise acquired SelectQuote, Inc. (“SelectQuote” or the “Company”) (NYSE: SLQT) securities between September 9, 2020 and May 1, 2025, inclusive (the “Class Period”).

image for news Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against SelectQuote, Inc. (SLQT)

Wix.Com Is Now Undeniably A Bargain Basement Value Stock — Positive

WIX   Seeking Alpha — August 12, 2025

Wix's stock decline is driven by sentiment rotation, not fundamentals; strong Q2 results and buyback expansion signal management's confidence in the undervaluation. Key growth catalysts include accelerating new customer bookings, AI-powered product expansion, and new financial services for online businesses. Wix delivers robust margins and cash flow, supporting a bullish long-term outlook as it balances growth with profitability.

image for news Wix.Com Is Now Undeniably A Bargain Basement Value Stock

HOUSTON , Aug. 12, 2025 /PRNewswire/ -- Dear Stockholder: Earlier today, MSC Income Fund, Inc. (NYSE: MSIF) (the "Company") convened and adjourned its 2025 Annual Meeting of Stockholders (the "Annual Meeting") without any business being conducted other than the adjournment. The Annual Meeting was adjourned in order to solicit additional proxies for the following proposals: The election of all of the members of the Company's Board of Directors.

image for news MSC INCOME FUND, INC. ADJOURNS 2025 ANNUAL MEETING OF STOCKHOLDERS TO SEPTEMBER 9, 2025

Industrial Logistics Properties Trust: Turnaround In Progress — Positive

ILPT   Seeking Alpha — August 12, 2025

Industrial Logistics Properties Trust strives to capture e-commerce growth driving demand for industrial and logistics real estate. Normalized FFO soared in Q2 2025, with a further increase expected in Q3 2025 as the company benefits from lower interest costs. I estimate 85% of the REIT's enterprise value is funded with debt, largely justifying its low 5.6x normalized FFO multiple.

image for news Industrial Logistics Properties Trust: Turnaround In Progress

Elon Musk has accused Apple Inc (NASDAQ:AAPL, ETR:APC) of unfairly favoring OpenAI over AI competitors such as his startup xAI in its App Store, threatening to take legal action over what he alleges is an antitrust violation. In a series of posts on his social media platform X on Monday, Musk accused Apple of only allowing OpenAI's ChatGPT to rank first in mobile apps on its store.

image for news Elon Musk accuses Apple of favoring OpenAI in App Store ranking, threatens legal action

TEL AVIV, Israel & NEW CASTLE, Del.--(BUSINESS WIRE)-- #DigitalTransformation--Proggio Unveils Native Integration with Monday.com, Bringing Seamless Project Timeline and Portfolio Management to Work OS Users.

image for news Proggio Launches Powerful New Integration with Monday.com, Enabling Seamless Project Timeline and Portfolio Management Across Boards

Marvell Technology: Capitalizing On AI Tailwinds Despite China Exposure — Positive

MRVL   Seeking Alpha — August 12, 2025

Marvell is a value Buy in the AI-driven semiconductor space, with robust growth prospects and relative undervaluation versus peers. Strong Q1 FY2026 results and guidance, driven by AI and data center demand, support a multi-year high growth thesis for Marvell. Key risks include heavy China exposure and geopolitical uncertainties, which are already factored into current valuations.

image for news Marvell Technology: Capitalizing On AI Tailwinds Despite China Exposure

YPF Q2 Earnings & Revenues Miss Estimates on Lower Crude Production — Negative

YPF   Zacks Investment Research — August 12, 2025

Lower crude output and weaker oil prices lay pressure on upstream results, hurting YPF's Q2 earnings.

image for news YPF Q2 Earnings & Revenues Miss Estimates on Lower Crude Production

CINF Outperforms Industry, Trades at a Premium: How to Play the Stock — Positive

CINF   Zacks Investment Research — August 12, 2025

Cincinnati Financial stock is poised to gain from new business-written premiums, an agent-focused business model, improved interest income, and effective capital deployment.

image for news CINF Outperforms Industry, Trades at a Premium: How to Play the Stock