Key Takeaways NVIDIA and OpenAI recently announced a collaboration. NVIDIA has announced many other deals in 2025 so far. Shares still reflect prime exposure for the AI frenzy. The AI frenzy continues to dominate headlines, with poster-child NVIDIA (NVDA) at the forefront yet again.But why?NVIDIA unveiled a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models.And to support the deployment, NVIDIA ...

Company Overview - Xperi (XPER) shares increased by 6.6% to close at $6.51, supported by higher trading volume compared to normal sessions, contrasting with a 1.6% loss over the past four weeks [1] - The company is making progress on key growth initiatives, including enhanced engagement on its TV platform, expansion in connected vehicles, and continued adoption of IPTV [1] Earnings Expectations - Xperi is expected to report quarterly earnings of $0.25 per share, reflecting a year-over-year decline of 51%, with revenues projected at $110.5 million, down 16.9% from the same quarter last year [2] - The consensus EPS estimate for Xperi has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Xperi holds a Zacks Rank of 1 (Strong Buy) within the Technology Services industry, indicating strong market sentiment [4] - Another company in the same industry, NextNav Inc. (NN), saw a 0.6% increase in its stock price, closing at $17.18, with a 9.9% return over the past month [4]

Key Takeaways The White House is drafting executive actions on quantum sciences and post-quantum cryptography.GovCIO reports OSTP's plan highlights commercialization, supply chain security and workforce growth.QBTS, IONQ and RGTI gained sharply this month as federal mandates boost quantum adoption prospects.The Trump administration’s renewed quantum policy push through executive actions and the likely reauthorization of the National Quantum Initiative Act (NQIA) could significantly benefit both pure-play qu ...

Key Takeaways Nasdaq set new intra-day and closing highs, finishing the session at 22,788.98. NVIDIA, Broadcom and ACM Research stood out with high net income ratios.Screening narrowed 7,685 stocks to 74 using profitability and growth metrics.The Nasdaq broke records on Monday, reaching an all-time intraday high. The tech-heavy index also closed the trading session at a record high, finishing at 22,788.98. Hence, it’s judicious for astute investors to keep an eye on companies listed on the Nasdaq that deliv ...

Key Takeaways Finding the top-ranked momentum stocks to buy for October and beyond.Why this soaring, under-the-radar automotive equipment stock is a Zacks Rank #1 (Strong Buy).The stock market is trading at new all-time highs in the final full week of September and the third quarter. The recent surge has been driven by a wave of spending across the artificial intelligence ecosystem as investors, big and small, clamor to make sure they don’t get left behind if there is another huge leg up for Wall Street.Som ...

Key Takeaways Ionis' phase III study showed zilganersen stabilized gait speed in Alexander disease patients.The drug demonstrated favorable safety and consistent benefit across secondary measures.Ionis plans an FDA filing in Q1 2026 as it expands its wholly owned medicine portfolio.Ionis Pharmaceuticals (IONS) announced positive topline results from a pivotal phase III study evaluating its investigational RNA-targeted therapy zilganersen for treating a rare neurological condition called Alexander disease (A ...

Key Takeaways Palantir's AIP drove Q2 U.S. commercial revenues up 93% and contracts up 222% year over year.UiPath reported Q2 revenue growth of 14% to $362M, with ARR rising 11% to $1.72B.UiPath trades at 4.22X forward sales, far below Palantir's 82X, offering a more appealing entry point.Both Palantir Technologies Inc. (PLTR) and UiPath Inc. (PATH) stand out as leading innovators in AI-driven software.Palantir has built its reputation on large-scale data analytics and decision intelligence platforms, deliv ...

Core Viewpoint - OUTFRONT Media (OUT) has experienced a 16.2% increase in share price over the past three months, contrasting with a 1.3% decline in the industry, driven by its diversified advertising portfolio and transition to digital displays [1][7]. Group 1: Company Performance - OUTFRONT Media operates a diversified portfolio of advertising sites across major U.S. markets, allowing clients to reach a national audience while tailoring campaigns to specific regions [3]. - The company is transitioning from traditional static billboard advertising to digital displays, which is expected to enhance new advertising relationships and boost digital revenue [4]. - Strategic acquisitions have been made, with approximately $8.5 million spent on new assets in the six months ending June 30, 2025, positioning the company for long-term growth [5]. Group 2: Industry Context - The outdoor advertising industry has high barriers to entry due to permitting restrictions, with OUTFRONT Media owning valuable permits that support advertising rates and limit competition [8]. - The company's revenues are less volatile due to its large-scale presence and diversified portfolio across various industries, including professional services, healthcare, and retail [3]. Group 3: Future Outlook - Analysts are optimistic about OUTFRONT Media, with the Zacks Consensus Estimate for its 2025 FFO per share increasing to $1.89 [2]. - The ongoing investments in digital billboard technology and portfolio expansion are anticipated to drive revenue and OIBDA growth in the future [4][7].

Key Takeaways SouthState shares gained 11.6% in three months, beating industry and peers' performance. Fed rate cuts, NII growth, and acquisitions like Independent Bank boosted scale and margins.Strong liquidity supports dividend hikes and buybacks, though expenses and CRE risks weigh.SouthState Corporation’s (SSB)   shares have rallied 11.6% in the past three months, outperforming the industry’s growth of 6.8%. Further, the company has performed better than its peers, Origin Bancorp, Inc. (OBK) and Stock Y ...

Flanigan's Enterprises, Inc. (BDL) investors have been experiencing some short-term gains from the stock lately, despite its bumpy ride over recent months. Shares of the owners and operators of the "Flanigan's Seafood Bar and Grill" restaurants and "Big Daddy's" retail liquor stores, which is based in Fort Lauderdale, FL, have gained 37.7% in the past six months against the industry’s 8.1% decline. In the same time frame, the stock also outperformed the sector and the S&P 500’s 10.3% and 17.7% gains, respec ...