Fed rate cuts will stoke inflation, so invest in alternative and non-U.S. assets – JP Morgan's Kelly — Neutral
JPM Kitco — August 11, 2025Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Franco-Nevada Corporation (FNV) Q2 2025 Earnings Call Transcript — Neutral
FNV Seeking Alpha — August 11, 2025Franco-Nevada Corporation (NYSE:FNV ) Q2 2025 Earnings Conference Call August 11, 2025 10:00 AM ET Company Participants Candida Hayden - Corporate Participant IR Contact - Corporate Participant Eaun Harrison Gray - Chief Investment Officer Jason O'Connell - Senior Vice President of Diversified Paul Brink - President, CEO & Director Sandip Rana - Chief Financial Officer Conference Call Participants Brian MacArthur - Raymond James Ltd., Research Division Chunshan Liu - CIBC Capital Markets, Research Division Daniel Edward Major - UBS Investment Bank, Research Division Fahad Tariq - Jefferies LLC, Research Division Matthew Murphy - BMO Capital Markets Equity Research Tanya M.
Motorcar Parts of America, Inc. (MPAA) Q1 2026 Earnings Call Transcript — Neutral
MPAA Seeking Alpha — August 11, 2025Motorcar Parts of America, Inc. (NASDAQ:MPAA ) Q1 2026 Earnings Conference Call August 11, 2025 1:00 PM ET Company Participants David Lee - Chief Financial Officer Gary S. Maier - Vice President of Corporate Communications and Investor Relations Selwyn H.
4 Stocks That May Get a Big Earnings Bump This Week — Negative
AMAT AMCR QFIN SE MarketBeat — August 11, 2025As Amazon.com Inc. NASDAQ: AMZN reminds us, sometimes it can be difficult to predict how the market will respond to a company's earnings report, even if the firm comes out ahead of analyst expectations for earnings and revenue. Amazon's dip following its latest report, despite top- and bottom-line beats, shows that sometimes details like forward guidance or the suggestion of short-term difficulties can be enough to undo any investor goodwill that may have built.
Coinbase Adds DEX Trading: Can it Unlock Millions of On-Chain Assets? — Positive
COIN Zacks Investment Research — August 11, 2025Coinbase's new DEX trading on its main app lets U.S. users tap millions of on-chain assets within moments of creation.
NEXN Set to Report Q2 Earnings: Here's What You Should Know — Positive
NEXN Zacks Investment Research — August 11, 2025Nexxen heads into second-quarter results with strong CTV momentum and rising industry adoption, eyeing triple-digit profit growth.
Ventas Selects Discovery Senior Living to Operate its 15 Communities — Positive
VTR Zacks Investment Research — August 11, 2025VTR taps Discovery Senior Living to run 15 communities, expanding a partnership aimed at boosting performance and value creation.
OKLO "Incredible Idea," Hinges on Bullish A.I. Race — Positive
OKLO Schwab Network — August 11, 2025Marley Kayden says Oklo Inc. (OKLO) has plenty of promise, though its lack of revenue and continuing burn rate make it a volatile play on the A.I. race. She considers President's Trump's executive order on nuclear power a plus for Oklo and related companies, especially with an energy deficit in the U.S. Marley believes it just needs a path to profitability before it can deliver on long-term projections.
Royalty Management posts record Q2 revenue buoyed by rare earth, critical mineral holdings — Positive
RMCO Proactive Investors — August 11, 2025Royalty Management Holding Corp (NASDAQ:RMCO) on Monday reported record second-quarter results, driven by gains from its portfolio of resource and technology investments. Revenue for the first half of 2025 rose to $2.25 million, up 440% from $416,000 a year earlier.
DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of CTO Realty Growth — Neutral
CTO Business Wire — August 11, 2025NEW YORK--(BUSINESS WIRE)---- $CTO #CTO--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against CTO Realty Growth, Inc. (“CTO” or the “Company”) (NYSE: CTO) and reminds investors of the October 7, 2025 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm h.
Meta's AI advancements are driving strong ad revenue growth, improved conversion rates, and increased user engagement across platforms. Recent earnings have consistently exceeded expectations, justifying higher revenue growth and EBIT margin assumptions in my updated DCF model. Despite ongoing losses in Reality Labs and macroeconomic risks, Meta's core business remains resilient and well-positioned for future growth.
Capitol Federal Financial: Banking On Continued Progress — Positive
CFFN Seeking Alpha — August 11, 2025Capitol Federal Financial remains a soft "Buy" due to its significant discount to book value and improving revenue and profit trends. Despite underperforming the S&P 500 and disappointing asset quality metrics, management's digital initiatives are driving deposit and loan growth. The bank's price-to-earnings ratio is slightly above my ideal threshold, but it's still cheaper than most peers on book value metrics.
Adobe's Creative Canvas Maps Massive Share Price Appreciation — Neutral
ADBE Seeking Alpha — August 11, 2025Adobe's entrenched ecosystem, product breadth, and user loyalty create a near-monopoly in creative software, making it difficult for competitors to displace its dominance. AI and low-cost design tools like Canva and Figma pose risks, but Adobe's integration, professional-grade features, and IP protection keep it essential for creative professionals. Financials remain robust: high single-digit revenue growth, strong margins, and rising RPO signal minimal disruption and ongoing customer stickiness despite market fears.
Momentum Alert: META and TSLA Shares About to Surge? — Positive
META TSLA Zacks Investment Research — August 11, 2025During my usual Sunday evening market scan, two names jumped off the screen as standout opportunities for the week ahead: Meta Platforms ( META ) and Tesla ( TSLA ). These are two of the largest, most closely watched names in the market, and right now they both appear to be on the verge of significant technical breakouts.
Verizon Gains 6.5% in Six Months: Should You Invest in VZ Stock? — Positive
VZ Zacks Investment Research — August 11, 2025Verizon's 6.5% gain in six months outpaces industry growth as wireless, broadband and retail partnerships fuel momentum.
Orion Group: Near-Term Headwinds Created A Buying Opportunity — Positive
ORN Seeking Alpha — August 11, 2025I recommend a Buy rating for Orion Group Holdings, Inc., targeting $8.06/share driven by multiple market catalysts. ORN stands to benefit from major public and private investments in shipbuilding, data centers, and reindustrialization, supported by new federal initiatives and incentives. Despite near-term headwinds and cash outflows, Orion's backlog and project pipeline position it well for margin-accretive growth, especially if rates are cut.
Evercommerce to Present at Third Quarter Investor Conferences — Neutral
EVCM GlobeNewsWire — August 11, 2025DENVER, Aug. 11, 2025 (GLOBE NEWSWIRE) -- EverCommerce Inc. (NASDAQ: EVCM), a leading provider of SaaS solutions for service SMBs, today announced that management will present at the following upcoming investor conferences:
Encompass Health Q2 Earnings Beat Estimates, Stock Up 7.4% — Positive
EHC Zacks Investment Research — August 11, 2025EHC posts strong Q2 with higher EPS, revenue growth, and a raised 2025 outlook, along with shares gaining 7.4%.
2 Stocks to Buy From the Challenging Semiconductor Industry — Positive
AMAT AVGO Zacks Investment Research — August 11, 2025The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.