Nvidia and AMD to pay 15% of China chip sale revenues to US government, FT reports — Neutral
AMD NVDA Reuters — August 10, 2025Nvidia and AMD have agreed to give the U.S. government 15% of the revenues from chip sales in China, as part of an arrangement with the Trump administration to obtain export licenses for the semiconductors, the Financial Times reported on Sunday.
Gold (XAUUSD) Price Forecast: Dovish CPI Could Set Stage for Renewed Move to $3,500.20 — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — August 10, 2025Weak jobs data and tariff risks lift gold to $3,397.77. Traders await July CPI to decide if XAU/USD can break $3,451.53 and reach $3,500.20 this week.
AES remains deeply undervalued at 6x forward earnings, offering a 5.4% well-covered dividend yield and significant upside potential. The company is executing a robust renewable energy pipeline, anchored by long-term PPAs with major data center clients like Meta, fueling solid earnings growth. Proprietary technology and efficient project delivery are driving cost savings, while improving debt metrics and steady dividend growth enhance shareholder value.
ALT INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Altimmune, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
ALT PRNewsWire — August 10, 2025NEW YORK , Aug. 10, 2025 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Altimmune, Inc. ("Altimmune" or "the Company") (NASDAQ: ALT) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Altimmune securities between August 10, 2023 and June 25, 2025, both dates inclusive (the "Class Period").
S&P 500: Prep For A Red August (Technical Analysis) — Negative
IVV SPLG SPXL SPY SSO UPRO VOO Seeking Alpha — August 10, 2025August is historically weak for the S&P 500 in post-election years, and if the President is in his second term, it gets even worse with an average return of -3.4%. The near-term technical signals are mixed, but we don't have to anticipate every move - I am waiting for the "fat pitch.
RCKT INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Rocket Pharmaceuticals, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
RCKT GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Rocket Pharmaceuticals, Inc. (“Rocket” or “the Company”) (NASDAQ: RCKT) and certain of its officers.
RadNet Reports Second Quarter Financial Results with Record Quarterly Revenue and Adjusted EBITDA¹ and Revises Upwards 2025 Financial Guidance Ranges — Neutral
RDNT GlobeNewsWire — August 10, 2025LOS ANGELES, Aug. 10, 2025 (GLOBE NEWSWIRE) -- RadNet, Inc. (NASDAQ: RDNT), a national leader in providing high-quality, cost-effective, fixed-site outpatient diagnostic imaging services through a network of 405 owned and operated outpatient imaging centers, today reported financial results for its second quarter of 2025.
AAPL INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Apple Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
AAPL GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Apple Inc. (“Apple” or “the Company”) (NASDAQ: AAPL) and certain of its officers.
Nvidia claps back against Chinese accusations its H20 chips pose a security risk — Negative
NVDA CNBC — August 10, 2025Nvidia pushed back Sunday in response to allegations from Chinese state media that its H20 artificial intelligence chips are a national security risk for China.
LINEAGE INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Lineage, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead Investor Class Action Lawsuit - LINE — Neutral
LINE GlobeNewsWire — August 10, 2025SAN DIEGO, Aug. 10, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers of Lineage, Inc. (NASDAQ: LINE) common stock in or traceable to the registration statement used in connection with Lineage's July 2024 initial public offering (the “IPO”), have until September 30, 2025 to seek appointment as lead plaintiff of the Lineage class action lawsuit. Captioned City of St. Clair Shores Police and Fire Retirement System v. Lineage, Inc., No. 25-cv-12383 (E.D. Mich.), the Lineage class action lawsuit charges Lineage as well as certain of its top executives, directors, IPO underwriters, and IPO sponsor with …
Disinflation Dividend: REIT Earnings Scorecard — Positive
AMH AMT ARR BBRE BFS BHR CBL CCI CHCT CIO COLD DRN DRV ELME ELS EPR EQIX ESS EXR FREL FRI GLPI GPMT IARAX ICF ILPT INVH IRM IYR JRS KBWY LAMR LINE LXP NRO NTST OUT PPTY PSA PSR RC REG REIT REK RFI RITM RNP RQI RWR SCHH SEVN SKT SLG SRS SRVR SUI URE USRT VICI VNQ VRAI WELL XHR XLRE Seeking Alpha — August 10, 2025A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.
Paramount Group's earnings call revealed big new lease, and another followed — Neutral
PGRE New York Post — August 10, 2025Chairman and CEO Albert Behler told analysts that one of the company's prime Midtown assets, 1301 Sixth Ave., welcomed investment bank Piper Sandler, which signed for 140,000 square feet.
Rockwell Automation announces MAJOR shift from Canada to US — Positive
ROK Fox Business — August 10, 2025Rockwell Automation CEO Blake Moret outlines the future of automation as the company ramps up U.S. manufacturing and invests $2 billion in A.I.-driven productivity and workforce innovation.
VRA Investor News: If You Have Suffered Losses in Vera Bradley, Inc. (NASDAQ: VRA), You Are Encouraged to Contact The Rosen Law Firm About Your Rights — Neutral
VRA GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Vera Bradley, Inc. (NASDAQ: VRA) resulting from allegations that Vera Bradley may have issued materially misleading business information to the investing public.
Energy is undervalued versus tech, and Suncor Energy is an attractive stock for value and income investors. Suncor demonstrates record production, disciplined cost control, and robust shareholder returns through dividends and aggressive share buybacks. Operational turnarounds have driven higher volumes at lower costs, positioning SU for sustained earnings growth and improved refinery performance.
I maintain my Hold rating on JELD-WEN Holding as demand remains weak, execution issues worsen, and the balance sheet is now a growing concern. JELD's Q2 results showed significant revenue and margin declines, with North America sales down sharply and operational issues leading to market share loss. Negative price/cost dynamics, new tariff costs, and a lack of pricing power further limit the likelihood of earnings or margin recovery in the near term.
Walgreens Boots Alliance (WBA 0.34%) has been a difficult stock to love for a few years, thanks to multiple corporate missteps. It got so bad that the board decided the best course of action was to effect a turnaround under private hands.
WGS Investor News: If You Have Suffered Losses in GeneDx Holdings Corp. (NASDAQ: WGS), You Are Encouraged to Contact The Rosen Law Firm About Your Rights — Neutral
WGS GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GeneDx Holdings Corp. (NASDAQ: WGS) resulting from allegations that GeneDx may have issued materially misleading business information to the investing public.
Shift4 Payments: Keep Buying The Dip And Do Not Look Back — Positive
FOUR Seeking Alpha — August 10, 2025Shift4 Payments delivered record payment volumes and revenue, raising FY 2025 guidance and demonstrating robust growth in core business metrics. Recent share issuance and debt increase for the Global Blue acquisition caused short-term concerns, but free cash flow remains strong and acquisition synergies are promising. Despite a dip in net income and rising interest expenses, management expects Global Blue to accelerate growth and expand Shift4's market reach.