Put Traders Target Palantir Technologies Stock Selloff
Schaeffers Investment Research· 2025-08-20 15:11
Palantir Technologies Inc (NASDAQ:PLTR) stock was last seen down 7.5% at $145.98 and heading for its sixth-straight daily drop. The shares have been tumbling since their August 12 record high of $190, and are now 25% below that level. Year-to-date, the equity is still up 89.5%. Options bears are chiming in on the selloff. So far today, 658,000 puts have been exchanged -- triple the intraday average put volume -- compared to 563,000 calls. The weekly 8/22 140-strike put is the most popular contract, with new ...
Amazon Business Now Serves 8 Million Companies in 11 Countries
PYMNTS.com· 2025-08-20 15:11
Amazon Business now serves more than 8 million organizations globally and generates over $35 billion in annualized gross sales.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.As Amazon’s B2B marketplace, Amazon Bus ...
Two Harbors: A Costly Court Loss, But A Contrarian Play?
Seeking Alpha· 2025-08-20 15:11
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
Halliburton Secures Well Stimulation Contract for North Sea Project
ZACKS· 2025-08-20 15:07
Group 1 - Halliburton Company (HAL) has secured a five-year contract from ConocoPhillips (COP) for well stimulation services, with options for three extensions [1][3][7] - The North Pomor vessel will be transformed into an advanced stimulation vessel equipped with HAL's Octiv® digital fracturing services, enhancing efficiency in offshore operations in the North Sea [2][3][7] - This contract strengthens the long-term relationship between HAL and COP, aiming to enhance reservoir productivity and prolong the life of COP's oil and gas assets [3][7] Group 2 - HAL's expertise in well stimulation services is highlighted through this contract, emphasizing its focus on providing technology-driven solutions to maximize client value [3] - ConocoPhillips will benefit from the advanced capabilities of the North Pomor vessel, which will leverage Halliburton's extensive experience [3]
goeasy Ltd. Closes US$450 Million and C$175 Million Offering of Senior Unsecured Notes
Globenewswire· 2025-08-20 15:07
Core Viewpoint - goeasy Ltd. successfully closed an upsized offering of senior unsecured notes, reflecting strong market demand and confidence in its business [1][3] Group 1: Offering Details - The company closed an offering of US$450 million in senior unsecured notes due 2031, increased from an initial US$400 million [1] - Additionally, goeasy issued C$175 million in 6.000% senior unsecured notes due 2030, up from C$100 million at the initial offering [1] - The New CAD Notes were issued at a price of C$997.50 per C$1,000 principal amount, plus accrued interest from May 15, 2025 [1] Group 2: Financial Strategy - goeasy entered into a currency swap agreement to reduce the Canadian dollar equivalent cost of borrowing on the USD Notes to 6.106% per annum, down from a coupon of 6.875% [2] - The net proceeds from the sale of the notes will be used to partially repay indebtedness under secured facilities and for general corporate purposes [2] Group 3: Company Overview - goeasy Ltd. is a leading consumer lender in Canada, providing financial services to individuals with near to non-prime credit scores [1] - The company operates through its easyhome, easyfinancial, and LendCare brands, offering a variety of financial products including unsecured and secured installment loans [3] - goeasy has a total funding capacity of C$2.3 billion to support its growth plans [3] Group 4: Awards and Recognition - goeasy has received several awards for its corporate culture and growth, including recognition from TIME Magazine and Waterstone Canada [4] - The company has raised and donated over C$6.5 million to support local charities and partnerships [4]
TotalEnergies Boosts Clean Energy Goals With Solarized Vietnam Plant
ZACKS· 2025-08-20 15:06
Core Insights - TotalEnergies SE (TTE) is solarizing its lubricant plant in Go Dau, Vietnam, as part of its commitment to energy transition in the region [1][11] - The project marks the first initiative for TotalEnergies ENEOS in Vietnam, a joint venture focused on B2B solar distributed generation across Asia [1] Project Details - The project includes a 220-kWh battery energy storage system and a 310 kWp solar photovoltaic system, which will cover up to 60% of the plant's electrical needs [2] - It is expected to generate approximately 460 MWh of electricity annually, avoiding around 300 tons of CO₂ emissions each year [2][11] Financial and Operational Benefits - TotalEnergies aims to achieve financial efficiency through energy cost relief by generating its own electricity, reducing dependence on variable grid power [3] - The battery storage component allows for better energy management, storing solar power for peak periods or outages, enhancing sustainability and improving ESG benchmarks [4] Long-term Goals - TotalEnergies plans for low-carbon businesses to represent 15-20% of its sales by 2040 and aims to expand its renewable energy generation capacity significantly [5][11] - The company targets 35 GW of installed gross renewable electricity generation capacity by the end of 2025 and over 100 terawatt-hours of net electricity production by 2030 [7] Industry Context - The global market for solar PV and battery storage is expanding, benefiting companies like SolarEdge Technologies and First Solar [9] - SolarEdge Technologies enhances solar energy systems' efficiency and performance, while First Solar specializes in thin-film PV technology, offering advantages over traditional panels [10][12] Stock Performance - Over the past six months, TotalEnergies' shares have increased by 2.7%, outperforming the industry's growth of 2% [14]
Archer's Midnight Aircraft Reaches New Milestone: Should You Buy?
ZACKS· 2025-08-20 15:06
Core Insights - Archer Aviation Inc.'s Midnight aircraft achieved a significant milestone by completing its longest piloted flight of 55 miles in 31 minutes at speeds exceeding 126 miles per hour, which is crucial for its certification process in the U.S. and commercial launch in the UAE [1][9] - The rising urban traffic is increasing investor interest in electric vertical takeoff and landing (eVTOL) solutions, positioning Archer as a leading contender in the eVTOL market due to its partnerships and regulatory advancements [2][11] Stock Performance - Archer's shares have increased by 1.7% over the past six months, underperforming the Zacks Aerospace-Defense industry's growth of 21.3% and the broader Zacks Aerospace sector's gain of 22.5% [3] - In contrast, competitors like Joby Aviation and Embraer have shown remarkable performance, with Joby shares rising by 112.8% and Embraer by 35.9% in the same period [4] Growth Drivers - Recent strategic acquisitions have enhanced Archer's defense program, bringing in advanced technologies and expertise to meet government and defense demand [5] - Test flights in Abu Dhabi and partnerships with Jetex are key steps toward establishing Archer's presence in the Middle East and preparing for commercial operations [5][6] Financial Outlook - Archer is currently manufacturing six Midnight aircraft, with three in final assembly, indicating a focus on international expansion and large-scale commercial rollout [6] - The Zacks Consensus Estimate for Archer's near-term earnings shows a year-over-year improvement, with expected growth rates of 20.83% for the current quarter and 34.51% for the current year [13][14] Valuation - Archer's stock is trading at a discount, with a trailing 12-month Price/Book (P/B TTM) ratio of 3.03X compared to the industry average of 5.77X [16] - Industry peer Embraer is trading at a P/B TTM of 2.85X, while Joby Aviation is at 14.06X, indicating varying market valuations within the sector [18] Market Trends - The global eVTOL market is projected to grow at a compound annual growth rate of 19.2% from 2025 to 2040, driven by increasing demand for urban air mobility and advancements in sustainable transportation [11][12] - Archer, along with Joby Aviation and Embraer, is well-positioned to benefit from this long-term trend as commercial services expand and regulatory support strengthens [11]
Will Robust Segmental Sales Growth Boost Heico's Q3 Earnings
ZACKS· 2025-08-20 15:06
Core Insights - Heico Corp. is set to release its third-quarter fiscal 2025 earnings on August 25, 2025, after market close, with a four-quarter average earnings surprise of 11.87% [1][5] - Strong sales growth expectations and increasing gross profit margins are anticipated to enhance Heico's overall bottom line [5] Flight Support Group Unit - The Flight Support Group unit is expected to see revenue growth driven by higher sales volume across all product lines, particularly aftermarket parts and distribution, with revenues estimated at $780.6 million, reflecting a 14.5% increase year-over-year [2][7] Electronic Technologies Unit - The Electronic Technologies unit is projected to experience revenue growth due to increased sales volumes from space, electronics, and aerospace products, with revenues estimated at $346.9 million, indicating a 7.7% rise from the previous year [3][7] Overall Q3 Estimates for Heico - The overall sales for Heico in the third quarter are estimated at $1.11 billion, representing a 12.2% increase compared to the prior year [4][7] - The consensus estimate for Heico's fiscal third-quarter earnings is $1.12 per share, which indicates a year-over-year growth of 15.5% [5][7] Earnings Prediction Model - The current model does not predict a definitive earnings beat for Heico, as it has an Earnings ESP of -3.74% and a Zacks Rank of 3 (Hold) [6][8]
Meta: The Rally Has Just Begun
Seeking Alpha· 2025-08-20 15:05
Group 1 - Meta's shareholders have experienced a significant stock price increase of 688% over the last 10 years, indicating strong business performance and effective public relations strategies [1] Group 2 - The article emphasizes the importance of dividend investing as a pathway to financial freedom, highlighting its accessibility for investors [2] - The author has extensive experience in M&A and business valuation, which informs their insights on investment opportunities [2] - The focus of the author's investment portfolio includes sectors such as technology, real estate, software, finance, and consumer staples, reflecting a diverse investment strategy [2]
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ITOS and KLG on Behalf of Shareholders
Prnewswire· 2025-08-20 15:05
Group 1 - Halper Sadeh LLC is investigating iTeos Therapeutics, Inc. for potential violations related to its sale to Concentra Biosciences, LLC, which involves a cash offer of $10.047 per share and contingent value rights [1] - The contingent value rights include the right to receive 100% of iTeos' closing net cash exceeding $475 million and 80% of net proceeds from the sale of certain product candidates within six months post-closing [1] - WK Kellogg Co is being sold to The Ferrero Group for $23.00 per share in cash, prompting legal inquiries regarding shareholder rights [2] Group 2 - Halper Sadeh LLC may seek increased consideration for shareholders and additional disclosures regarding the proposed transactions [3] - Shareholders are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options at no charge [4] - The firm represents investors globally who have experienced securities fraud and corporate misconduct, recovering millions for defrauded investors [4]