Group 1: Dutch Bros - Dutch Bros (NYSE: BROS) is recommended for purchase now and again in the $40s by Jim Cramer [1] - RBC Capital analyst Logan Reich maintains an Outperform rating on Dutch Bros with a price target of $85 [1] - Dutch Bros shares fell 1.4% to settle at $53.36 [5] Group 2: American Bitcoin Corp - Jim Cramer describes American Bitcoin Corp (NASDAQ: ABTC) as a "total spec" [1] - American Bitcoin recently appointed KPMG as its new auditor [1] - American Bitcoin shares fell 4.3% to close at $6.69 [5] Group 3: Recursion Pharmaceuticals - Recursion Pharmaceuticals (NASDAQ: RXRX) is viewed negatively, with Cramer stating a need for improvement before investment [2] - The company reported second-quarter revenue of $19.22 million, exceeding analyst estimates of $16.23 million [2] - Recursion reported a second-quarter loss of 41 cents per share, missing forecasts of a loss of 34 cents per share [2] - Recursion Pharmaceuticals shares declined 5.1% to settle at $4.63 [5] Group 4: Republic Services - Cramer indicates a need for a bounce in Republic Services, Inc. (NYSE: RSG) [3] - Barclays analyst William Grippin initiated coverage on Republic Services with an Equal-Weight rating and a price target of $240 [3] - Republic Services shares fell 0.2% to close at $226.86 [5]

Group 1: Dutch Bros - Dutch Bros (NYSE: BROS) is recommended for purchase now and again in the $40s by Jim Cramer [1] - RBC Capital analyst Logan Reich maintains an Outperform rating on Dutch Bros with a price target of $85 [1] - Dutch Bros shares fell 1.4% to settle at $53.36 [5] Group 2: American Bitcoin Corp - American Bitcoin Corp (NASDAQ: ABTC) is considered a "total spec" by Jim Cramer [1] - American Bitcoin recently appointed KPMG as its new auditor [1] - American Bitcoin shares fell 4.3% to close at $6.69 [5] Group 3: Recursion Pharmaceuticals - Recursion Pharmaceuticals (NASDAQ: RXRX) is viewed negatively, with Cramer stating a need for improvement before investment [2] - The company reported second-quarter revenue of $19.22 million, exceeding analyst estimates of $16.23 million [2] - Recursion reported a second-quarter loss of 41 cents per share, missing forecasts of a loss of 34 cents per share [2] - Recursion Pharmaceuticals shares declined 5.1% to settle at $4.63 [5] Group 4: Republic Services - Republic Services, Inc. (NYSE: RSG) requires a bounce according to Jim Cramer [3] - Barclays analyst William Grippin initiated coverage on Republic Services with an Equal-Weight rating and a price target of $240 [3] - Republic Services shares fell 0.2% to close at $226.86 [5]

Group 1: BigBear.ai Overview - BigBear.ai has experienced significant stock price growth, with shares up over 70% year to date in 2025 [1] - The company currently has a market capitalization of approximately $2.9 billion [5] - BigBear.ai reported an 18% year-over-year revenue decline in Q2 2025 and has not achieved positive free cash flow [5][6] Group 2: Diebold Nixdorf Analysis - Diebold Nixdorf has a market capitalization of just over $2 billion, which is lower than BigBear.ai's [5] - The company serves major global financial institutions and retailers, providing cash management solutions and software applications [4] - Diebold Nixdorf's revenue fell only 2.6% year-over-year in Q2 2025, and it reported a 9% revenue increase from Q1 2025 [5] - The company ended Q2 with a backlog of around $980 million and has generated three consecutive quarters of positive free cash flow [6] - Diebold Nixdorf's price-to-sales ratio is significantly lower at 0.59 compared to BigBear.ai's 14.4 [6] - The company is also focused on AI, with its Vynamic Smart Vision technology recently winning an award [7] Group 3: Recursion Pharmaceuticals Insights - Recursion Pharmaceuticals has a smaller market capitalization compared to BigBear.ai, but its AI-driven drug discovery approach is seen as a potential game changer [8][10] - The company is currently reliant on collaboration agreements for revenue, with major partners including Roche, Sanofi, Bayer, and Merck KgAA [12] - Recursion has three experimental cancer therapies in development and is exploring treatments for rare genetic diseases [11] - The company has attracted significant interest from Nvidia, which owns approximately 7.7 million shares of Recursion [12] - There is optimism that Recursion's innovative approach could lead to a higher valuation than BigBear.ai in five years if its pipeline performs well [13]

Core Insights - Recursion Pharmaceuticals (RXRX) is currently rated as a 72% Strong Sell by Barchart's Technical Opinion indicator, indicating a bearish outlook for the stock [1] - RXRX stock has declined nearly 28% since the beginning of the year, reflecting broader uncertainties in the healthcare sector, which have also affected major pharmaceutical companies like Eli Lilly and Pfizer [2] - Over the past six months, RXRX has experienced a 25% decline, with its share price hovering just under five dollars, categorizing it as a penny stock [3] Market Dynamics - The short interest in RXRX stock is notably high at 31.55% of its float, suggesting that approximately two-thirds of publicly available shares are involved in short transactions [4] - The nature of short selling introduces a risk of a short squeeze, where a rapid increase in stock price could occur if short sellers are forced to cover their positions [5] Investment Considerations - Investors are advised to consider the potential for a spike in RXRX stock, emphasizing the importance of risk management and understanding the probabilities associated with significant losses [6]

Core Insights - Recursion Pharmaceuticals, Inc. is leveraging artificial intelligence and machine learning to enhance drug discovery, particularly in rare diseases and oncology [1] - The company achieved a significant milestone with a $12.5 million payment from Rallybio for the advancement of its investigational drug REV102 [2] - Recent technological advancements include the launch of Boltz-2, developed in collaboration with MIT, to improve predictions for small molecule–protein interactions [3] Company Developments - Recursion's pipeline includes six lead candidates, with four focused on oncology and two on rare diseases, with key assets like REC-aK7 and REC-4881 progressing in clinical trials [4] - The company has made strides in regulatory progress for rare disease assets and has expanded collaborations with institutions such as MIT, Tempus, and HealthVerity [5] - Investor engagement is increasing, highlighted by presentations at events like Needham's healthcare session in New York [5]

Group 1 - Needham maintains a "Buy" rating for Recursion Pharmaceuticals, with a target price of $8, indicating a potential upside of 68% from the current price of $4.77 [1] - Recursion Pharmaceuticals is recognized as one of the top 12 penny stocks favored by Wall Street hedge funds, highlighting its strong market position [1] - The company is leveraging AI technology in drug development, positioning itself as a leader in the field with proprietary datasets [1][2] Group 2 - Gil Blum, a senior analyst at Needham, emphasizes that Recursion has taken significant steps to extend its financial runway, focusing on its flagship product pipeline, which is expected to sustain cash flow until Q4 2027 [2] - The optimistic outlook for Recursion is supported by anticipated clinical results in the next 12 to 18 months, particularly for the solid tumor drug REC-617 [2] - Other Wall Street firms, such as Morgan Stanley and Bank of America, have a more cautious stance, maintaining "Hold" ratings with target prices of $4.8 and $8, respectively [3] Group 3 - Recursion Pharmaceuticals is a clinical-stage biotech company utilizing cutting-edge AI technology to decode biology and chemistry for accelerated drug development [4] - The company's Recursion Operating System (Recursion OS) integrates high-throughput biological experiments, imaging, and machine learning into a unified platform for drug discovery [4][5] - Recent advancements include the BioHive-2 AI supercomputing cluster and acquisitions that enhance its capabilities in biological and chemical modeling [5] Group 4 - The integration of AI in healthcare is projected to grow significantly, with the market value expected to reach $189.9 billion by 2030, reflecting a CAGR of 43.7% [7] - AI is anticipated to optimize various medical processes, including drug discovery, medical imaging, and precision medicine, thereby reducing innovation cycles and improving patient outcomes [7] - The convergence of AI and pharmaceuticals is seen as a revolutionary trend, with potential breakthroughs in drug design and clinical trials expected in the near future [6]

Core Insights - Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) is recognized as one of the best penny stocks to buy according to hedge funds, with a maintained Buy rating and a price target of $8 by Needham [1][2] - The company is positioned strongly in the AI-driven drug discovery sector, leveraging its extensive proprietary dataset to enhance its capabilities [1][4] - Analysts from Morgan Stanley and BofA have a Hold rating on RXRX, with price targets of $4.8 and $8 respectively, leading to an average price target of $6.50, indicating a potential upside of approximately 34.58% from current levels [3] Financial Outlook - Recursion Pharmaceuticals has taken significant steps to extend its financial runway, with a pipeline that supports cash runways into the fourth quarter of 2027 [2] - The anticipation of multiple clinical readouts within the next 12 to 18 months, particularly regarding REC-617 in solid tumors and FAP results, contributes to a positive outlook for the company [2] Company Overview - Recursion Pharmaceuticals is a clinical-stage TechBio firm focused on industrializing drug discovery through its Recursion Operating System, which enables the mapping and navigation of trillions of biological and chemical relationships [4]

Group 1 - The session features Recursion with Co-Founder and CEO Chris Gibson, along with Chief R&D Officer and Chief Commercial Officer Najat Khan [2]

Core Insights - The company, Recursion, has been focused on understanding why drugs fail and aims to create predictive models to improve drug discovery processes [1] - Recursion's mission includes predicting biological connections, designing better chemistry, and improving clinical trials to ensure scientific ideas reach patients [1] Technology Platform - The platform has evolved over 13 years, addressing various challenges in drug development, including chemistry, biology, and patient selection [2] - Each program is tailored to solve specific problems, indicating a flexible and adaptive approach to drug discovery [2]

Core View - Nvidia's portfolio stocks experienced a significant decline, indicating potential market volatility and investor sentiment shifts [1] Group 1: Stock Performance - CoreWeave (CRWV.US) dropped over 9% [1] - Arm Holdings (ARM.US) fell more than 4% [1] - Applied Digital Corporation (APLD.US) decreased by over 4% [1] - Nebius (NBIS.US) declined more than 5% [1] - Recursion Pharmaceuticals (RXRX.US) saw a drop of over 2% [1]