NerdWallet's (NRDS) Profits Sink Even as Revenue Climbs
On August 6, NerdWallet (NASDAQ:NRDS) reported second-quarter results with a split personality.
Billionaire Daniel Loeb Is Betting on These 2 Non-AI Stocks
Billionaire Daniel Loeb’s Third Point opened about 16 new positions during the second quarter. Two of the new buys sit well outside the AI trade, and we decided to focus on those for this article.
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DoubleDown's (DDI) Earnings Explode While a Takeover Offer Sits Unresolved
On August 11, DoubleDown Interactive (NASDAQ:DDI) reported second-quarter results that make the stock look almost too cheap to be true.
Miller Industries (MLR) Posts Growth, But Profits Tell A Different Story
On August 5, Miller Industries (NYSE:MLR) reported second-quarter 2026 results that showed revenue climbing while profit slipped, a split scorecard for the towing and recovery equipment maker.
Adecoagro (AGRO) Completes R$705M Caarapó Mill Acquisition. Can Cluster Synergies Earn an Attractive Return?
Adecoagro S.A. (NYSE:AGRO) completed the cash acquisition of the Caarapó sugarcane mill from Raízen for R$705 million, approximately US$136 million.
Kazia (KZIA) Raises Approximately $40M in Gross Proceeds and Expands Paxalisib. Is the Capital Base Stronger than the Clinical Evidence?
Kazia Therapeutics Limited (NASDAQ:KZIA) has materially strengthened its financing position, but the clinical case for expanding paxalisib into HR-positive, HER2-negative metastatic breast cancer remains...
TXNM (TXNM) Prices a $400M Equity Offering to Repay Term Debt. Does Balance-Sheet Repair Justify the Dilution Before Its Blackstone Transaction Closes?
TXNM Energy, Inc. (NYSE:TXNM) priced an underwritten offering of 7,079,646 common shares at $56.50 each, producing approximately $400 million in gross proceeds.
Yext (YEXT) Reports a 31% Adjusted EBITDA Margin as Revenue Contracts. Can Enterprise Retention Restore Growth?
Yext, Inc. (NYSE:YEXT) has established a more profitable operating model before restoring consolidated growth.
Regis (RGS) Reports $24.4M of Operating Income as Franchise Revenue Falls 12%. Can Company-Owned Salons Offset a Shrinking Franchise Base?
Regis Corporation (NASDAQ:RGS) reported fiscal 2026 revenue of $224.5 million, up from $210.1 million, while operating income increased to $24.4 million from $19.9 million.
Hewlett Packard (HPE) Reported $12.2B of Revenue and $1.0B of Free Cash Flow. Can Networking Margins Offset the Inventory Build?
Hewlett Packard Enterprise Company (NYSE:HPE) reported fiscal third-quarter revenue of $12.2 billion, up 34% year over year.
Vertiv (VRT) Signed a Deal Worth Up to $2.6B for UtilityInnovation. Can Faster Power Deployment Justify the Contingent Consideration?
Vertiv Holdings Co (NYSE:VRT) entered into a definitive agreement through its wholly owned subsidiary, Vertiv Corporation, to acquire Utility Innovation Holdings, Inc., which operates as UtilityInnovation...
uniQure (QURE) Submitted AMT-130 for Accelerated Approval in Huntington’s Disease. Can Externally Controlled Data Support the Application?
uniQure N.V. (NASDAQ:QURE) submitted a biologics license application, or BLA, to the U.S.
Ryman (RHP) Completed its $1.38B Grande Lakes Orlando Acquisition. Can Initial Adjusted EBITDAre Support the Financing Burden?
Ryman Hospitality Properties, Inc. (NYSE:RHP) completed its approximately $1.38 billion acquisition of Grande Lakes Orlando, adding a group and leisure resort complex to its portfolio.
Solaris Energy (SEI) Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump
Solaris Energy Infrastructure Inc.
LTC (LTC) Completed a $200M Senior-Housing Acquisition. Can Higher Operating Exposure Beat the Income It Divested?
LTC Properties, Inc. (NYSE:LTC), a senior housing and health care REIT, completed a $200 million acquisition of four Minnesota senior-housing communities on September 2.
Petco (WOOF) Reported Adjusted EBITDA Growth but a $6.8M Tariff Refund Helped the Quarter. Is the Turnaround Self-Funding?
Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) reported second-quarter 2026 net sales of $1.49 billion, up 0.05%, while comparable sales increased 0.6%.
FuelCell (FCEL) Reported $1.3B of Committed Backlog and $2.3B of Awarded Capacity Backlog. How Much Can Become Profitable Revenue?
FuelCell Energy, Inc. (NASDAQ:FCEL) ended its fiscal third quarter with two sharply different measures of future business.
PVH (PVH) Reaffirmed its Outlook as Tariff Refunds Lifted Margins. Can the Core Business Recover Without the One-Off Benefit?
PVH Corp. (NYSE:PVH) reported second-quarter revenue of $2.097 billion, down 3% from $2.167 billion one year earlier.
Nasdaq (NDAQ) Completed the Dasseti Acquisition to Deepen eVestment’s Private-Market Capabilities
Nasdaq, Inc. (NASDAQ:NDAQ) completed the acquisition of Dasseti, an artificial intelligence-powered platform for due diligence and ongoing monitoring across public and private markets.
Yatsen (YSG) Reported 40.4% Skincare Growth but a Larger GAAP Operating Loss. Can Portfolio Mix Outrun Marketing Intensity?
Yatsen Holding Limited (NYSE:YSG) reported second-quarter 2026 total net revenues of RMB1.14 billion, up 5.1% year over year, as skincare net revenues increased 40.4%.
Methode (MEI) Reported 10.4% Sales Growth and $400M of Lifetime Program Awards. When Will Growth Restore Operating Profit?
Methode Electronics, Inc. (NYSE:MEI) reported fiscal first-quarter 2027 net sales of $265.4 million, up 10.4% from $240.5 million a year earlier.
Tilly's (TLYS) Delivered a Third Consecutive Double-Digit Comparable-Sales Qtr. Can It Convert Growth Into Durable Profit?
Tilly's, Inc. (NYSE:TLYS) reported fiscal second-quarter net sales of $163.5 million, up 8.1% from the prior-year period, while comparable net sales increased 12.1%.
Roivant (ROIV) Soars to All-Time High; Q2 Hedge Fund Holdings Surge 41%
Roivant Sciences Ltd.
Capital Southwest (CSWC) Expanded its Revolver to $595M and Cut the Spread to 2%. Will Cheaper Capacity Outweigh Credit Risk?
Capital Southwest Corporation (NASDAQ:CSWC) amended its senior secured corporate credit facility on September 2, increasing committed capacity to $595 million from $510 million.
Zscaler (ZS) Reported Revenue and ARR Growth While Planning Workforce Reduction
Zscaler, Inc. (NASDAQ:ZS) reported fiscal fourth-quarter GAAP revenue of $898.2 million, up 25%, while company-reported annual recurring revenue, or ARR, increased 25% to $3.771 billion. Zscaler, Inc.
Planet Labs (PL) Reported 58% Revenue Growth. Can Backlog Conversion Sustain Profitability?
Planet Labs PBC (NYSE:PL) reported fiscal second-quarter 2027 revenue of $116.1 million, up 58% year over year.
Bill Ackman Sold His Remaining Alphabet Shares and Bought This Streaming Stock
Bill Ackman’s Q2 portfolio changes are drawing fresh attention on September 7: Pershing Square exited its remaining Alphabet Inc. (NASDAQ:GOOGL) shares and established a position in Netflix, Inc.
Jim Cramer Says Amazon and Alphabet Are Cheap. Their Cash Flows Complicate the Case
Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc.
Jim Cramer on SoFi (SOFI): “I've Been a Longtime Believer in This One”
During the September 3 episode of Mad Money, host Jim Cramer addressed the recent volatility in SoFi Technologies, Inc.
Jim Cramer Weighs In on GE Vernova (GEV) and NuScale Power (SMR)
During the September 3 broadcast of Mad Money, host Jim Cramer addressed the rapidly expanding power demands of AI data centers by contrasting established industrial power giant GE Vernova Inc.
NVIDIA and ASML Back Mistral’s €3 Billion Round. Their Payoffs Could Look Very Different
NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return.
Druckenmiller Exited Micron and Bought Alphabet. The AI Risks Moved With Him
Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand.
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