The sudden rise of Michael Selig from senior regulatory adviser to frontrunner for one of the most powerful roles in U.S. financial oversight marks a decisive moment in the political battle over the future of crypto in America. As President Donald Trump prepares to nominate Selig as the next chair of the Commodity Futures Trading Commission (CFTC), the appointment signals a sharp break from the enforcement-first era that defined U.S. crypto policy under the previous SEC leadership. EXPLORE: JP Morgan to A ...

Core Points - Lodestar Metals Corp. has closed the first tranche of its non-brokered private placement financing, issuing 14,982,068 units at a price of $0.075 per unit, resulting in gross proceeds of $1,123,655.10 [1] - Each unit consists of one common share and one-half of a share purchase warrant, with the warrants allowing the purchase of additional shares at $0.12 for two years [2] - The proceeds from the offering will be allocated for exploration and drilling on the Goldrun Project in Nevada, as well as for working capital [4] Financial Details - The first tranche raised a total of $1,123,655.10 through the issuance of 14,982,068 units at $0.075 each [1] - A cash fee of $15,939.15 was paid to finders, along with the issuance of 212,522 Finder's Warrants, which are exercisable at $0.12 for two years [3] Project Focus - Lodestar Metals is focused on advancing the Goldrun Project in Nevada, which is strategically located on a major Carlin-style gold trend and near significant gold deposits [6] - The company's strategy emphasizes capital allocation towards high-value targets and rapid development of known mineralization to build a compliant gold resource [6]

Core Insights - CrowdStrike Holdings (CRWD) stock closed at $527.32, with a +1.02% increase, outperforming the S&P 500's gain of 0.79% [1] - The stock has risen by 10.33% over the past month, leading the Computer and Technology sector's gain of 1.2% and the S&P 500's gain of 1.27% [1] Earnings Performance - Upcoming earnings report is expected to show an EPS of $0.94, a 1.08% increase year-over-year, with quarterly revenue anticipated at $1.21 billion, up 20.23% from the previous year [2] - For the entire fiscal year, earnings are projected at $3.67 per share, a decrease of 6.62%, while revenue is expected to be $4.78 billion, an increase of 20.89% [3] Analyst Estimates - Recent changes in analyst estimates reflect near-term business trends, with upward revisions indicating positive sentiment towards the company's operations [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks CrowdStrike Holdings as 1 (Strong Buy) [6] Valuation Metrics - CrowdStrike Holdings has a Forward P/E ratio of 142.08, significantly higher than the industry average of 71.91, indicating a premium valuation [7] - The company has a PEG ratio of 7.1, compared to the Security industry's average PEG ratio of 2.85, suggesting higher expected earnings growth relative to its price [8] Industry Context - The Security industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 172, placing it in the bottom 31% of over 250 industries [8][9]

Group 1: Stock Performance - Commvault Systems (CVLT) closed at $169.92, reflecting a +1.12% change from the previous day, outperforming the S&P 500's gain of 0.79% [1] - Over the past month, the stock experienced a loss of 9.58%, underperforming the Computer and Technology sector's gain of 1.2% and the S&P 500's gain of 1.27% [1] Group 2: Upcoming Earnings Report - Commvault Systems is set to release its earnings on October 28, 2025, with an expected EPS of $0.94, indicating a 13.25% increase from the same quarter last year [2] - The Zacks Consensus Estimate projects net sales of $273.48 million, up 17.23% from the year-ago period [2] Group 3: Full Year Estimates - For the full year, analysts expect earnings of $4.14 per share and revenue of $1.16 billion, representing changes of +13.42% and +16.94% respectively from the previous year [3] Group 4: Analyst Estimates and Outlook - Recent changes to analyst estimates for Commvault Systems reflect near-term business trends, with positive revisions indicating a favorable outlook on business health and profitability [4] - Adjustments in estimates are associated with imminent stock price performance, providing investors with actionable insights [5] Group 5: Zacks Rank and Valuation - Commvault Systems currently holds a Zacks Rank of 1 (Strong Buy), with a track record of outperforming, as stocks rated 1 have produced an average annual return of +25% since 1988 [6] - The Forward P/E ratio for Commvault Systems is 40.6, indicating a premium compared to the industry average of 29.24 [7] - The Computer - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [7]

Company Performance - SkyWater Technology, Inc. (SKYT) closed at $17.27, with a gain of +1.59% from the previous trading session, outperforming the S&P 500's gain of 0.79% [1] - Over the past month, shares of SkyWater Technology increased by 10.39%, significantly surpassing the Computer and Technology sector's gain of 1.2% and the S&P 500's gain of 1.27% [1] Upcoming Earnings - The company's earnings report is scheduled for November 5, 2025, with an expected EPS of -$0.17, reflecting a 312.5% decrease from the same quarter last year [2] - Revenue is forecasted at $135.5 million, indicating a 44.43% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, analysts expect an EPS of -$0.45 and revenue of $417.35 million, representing changes of -850% and +21.94% respectively from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for SkyWater Technology should be monitored, as upward revisions indicate positive sentiment regarding the company's business operations [4] - The Zacks Rank system, which evaluates these estimate changes, currently ranks SkyWater Technology at 3 (Hold) [6] Industry Context - SkyWater Technology operates within the Electronics - Semiconductors industry, which is part of the Computer and Technology sector [7] - The industry holds a Zacks Industry Rank of 66, placing it in the top 27% of over 250 industries, suggesting strong performance potential [7]

Core Insights - Synopsys (SNPS) closed at $464.40, reflecting a +1.82% increase from the previous day, outperforming the S&P 500's gain of 0.79% [1] - Over the last month, Synopsys shares have decreased by 6.39%, underperforming the Computer and Technology sector's gain of 1.2% and the S&P 500's gain of 1.27% [1] Earnings Performance - Synopsys is expected to report an EPS of $2.79, indicating a 17.94% decline compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $2.25 billion, representing a 37.59% increase from the previous year [2] - Full-year Zacks Consensus Estimates project earnings of $12.83 per share and revenue of $7.05 billion, reflecting year-over-year changes of -2.8% and +12.52%, respectively [3] Analyst Estimates - Recent changes to analyst estimates for Synopsys are crucial as they indicate shifts in near-term business trends [4] - Upward revisions in estimates suggest analysts' positive outlook on the company's operations and profit generation capabilities [4] Valuation Metrics - Synopsys has a Forward P/E ratio of 35.54, which is higher than the industry average Forward P/E of 29.24 [7] - The company has a PEG ratio of 3.13, compared to the Computer - Software industry's average PEG ratio of 2.11 [8] Industry Context - The Computer - Software industry is part of the broader Computer and Technology sector, currently holding a Zacks Industry Rank of 84, placing it in the top 35% of over 250 industries [9] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [9]

Core Insights - Integer Holdings Corporation (NYSE: ITGR) was previously considered overvalued, but has since demonstrated solid share price returns, indicating a potential reevaluation of its market position [1]. Group 1 - Integer Holdings Corporation is highlighted as a leader in the investment group "Value In Corporate Events," which focuses on identifying opportunities in IPOs, mergers & acquisitions, and earnings reports [1]. - The investment group covers approximately 10 major corporate events each month, aiming to find the best investment opportunities for its members [1].

Core Viewpoint - Hims & Hers Health Inc. is experiencing significant interest in the medical sector due to its attractive growth fundamentals, despite recent stock price declines creating potential buying opportunities for investors [1][3]. Company Overview - Hims & Hers has a market capitalization of $10 billion, indicating it is still a relatively small company in the market [2]. - The stock has seen a decline of approximately 11.4% over the last month, which has led to increased short interest, now nearing record levels [3][6]. Stock Performance - The stock currently trades at 65% of its 52-week high, suggesting a potential rebound opportunity for contrarian investors [3]. - A scheduled stock sale by CEO Andrew Dudum for about $11 million has raised concerns among some investors, although it was pre-planned and not unexpected [4][5]. Analyst Insights - Wall Street analysts have set a 12-month price target for Hims & Hers at $38.92, indicating a potential downside of 20.34% from the current price of $48.86 [8]. - The highest forecast from analysts is $68.00, suggesting a possible upside of approximately 43% [12]. Financial Performance - Hims & Hers reported a remarkable revenue growth of 73% year-over-year, with a gross profit margin of 76.2% over the past 12 months [9]. - The net earnings per share (EPS) increased to 17 cents, up from 6 cents a year prior, reflecting strong financial performance [11]. Market Sentiment - Institutional buying amounted to $19 million in the past quarter, indicating that some investors are taking advantage of the current pricing situation [13]. - Despite the recent sell-off, the company maintains a premium valuation compared to its peers, with a P/E ratio of 61.07 compared to the medical sector's average of 29.6 [8][9].

Core Insights - The stock market is experiencing a boom driven by artificial intelligence stocks, with the Nasdaq and S&P 500 reaching new all-time highs as the third-quarter earnings season progresses [1] Group 1: Amazon's Position and Performance - Amazon operates the world's largest cloud-computing business, AWS, which holds approximately 30% of the global cloud infrastructure market, outperforming Microsoft and Alphabet [3] - Amazon is integrating AI across its business to innovate, reduce costs, and enhance customer experiences, while also expanding its Prime business into streaming [9] - Amazon's earnings per share (EPS) grew by 91% last year, with projections of 24% growth in 2025 and 12% in FY26, reaching $7.67 per share from $2.90 in 2023 [10] Group 2: Earnings Outlook and Market Sentiment - Amazon is ranked 1 (Strong Buy) by Zacks ahead of its Q3 earnings report, with a strong growth outlook and trading 20% below its Zacks price target [6][12] - The company has beaten EPS estimates by an average of 23% over the past four quarters, with expected sales growth of about 11% this year and next, reaching $783 billion in 2026 [12] - Wall Street sentiment is largely positive, with 52 out of 58 brokerage recommendations for Amazon classified as "Strong Buy" [16] Group 3: Valuation and Investment Potential - Amazon's stock has increased by 2,600% over the past 15 years, but has underperformed the tech sector in the last five years, with only a 2% increase in 2025 compared to a 24% surge in tech [13] - The stock is trading at a 95% discount to its all-time highs and 55% below its 20-year median, with a forward earnings multiple near its lowest levels since the 2008 financial crisis [15] - A strong earnings report could trigger a breakout, as the stock is currently trading 20% below its average Zacks price target and 7% below its highs [14]

Group 1 - The article discusses the expertise of a research firm focused on the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly in micro and small-cap companies [1] - The research has been featured on multiple financial platforms, indicating a broad recognition of the firm's insights and analysis [1] Group 2 - The analyst has a strong academic background with an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration, enhancing the credibility of the research [1] - Specialized training in valuation, financial modeling, and restaurant operations contributes to the depth of analysis provided by the firm [1] - The analyst's previous experience as a franchise partner for a regional ice cream shop adds practical industry knowledge to the research efforts [1]