KO and the Gutsche Family agree to sell a controlling stake of 75% in CCBA to Coca-Cola HBC AG.
Richardson Electronics is experiencing a robust recovery in its semiconductor wafer equipment business, driving higher margins and an improved earnings outlook. RELL's Green Energy Solutions segment is expanding globally, with strong growth in wind turbine components and new product launches like the ULTRA3000s. The company maintains a strong balance sheet with no debt, consistent positive cash flow, and benefits from favorable government programs and subsidies.
The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks.
FreightCar America (RAIL) remains attractively valued despite a 19.5% revenue decline in Q2 2025, presenting potential upside as fundamentals improve. Q2 2025 saw RAIL's deliveries fall 19% to 939 railcars, mainly due to production shifts for deliveries scheduled in the second half of the year. The current revenue and delivery declines are not structural, but rather timing-related, suggesting a rebound in the latter half of 2025.
Q3 2025 IPO filings have reached 104 with two weeks left in the quarter, making it the strongest quarter since Q1 2022. After six large public offerings hit the tape last week, all eyes are on expected debuts from StubHub and Netskope this week. An anticipated Fed rate cut on Wednesday could fuel the fire of public debuts even more as we head into Q4 and 2026.
Altria shows cigarette volumes sliding while on! nicotine pouches surge in the second quarter, spotlighting the gradual shift toward smoke-free growth.
Gold eased Thursday, dipping toward $3,500 support after reaching $3,578 Wednesday. Despite the pullback, weekly and monthly signals confirm strong demand, keeping higher breakout targets in play.
CMG's margins are down in the second quarter, but efficiency upgrades and catering expansion can be a key to sustaining its $4 million AUV target.
Allarity Therapeutics (NASDAQ:ALLR) shares more than doubled after the pharmaceutical firm annoucned that its investigational therapy for advanced ovarian cancer, stenoparib, has received Fast Track Designation from the US Food and Drug Administration (FDA). The FDA's Fast Track program is designed to speed the development and review of drugs that target serious conditions and address unmet medical needs.
Biohaven's troriluzole shows 50%-70% slowing of SCA disease progression, with FDA review now on track for Q4 2025 after a brief delay. FDA is no longer requiring an advisory committee meeting to review troriluzole to make an informed decision on whether or not it should be approved to treat SCA patients. Troriluzole's versatility across all SCA genotypes and lack of FDA-approved competing products make it a compelling investment opportunity.
Viking's oral VK2735 efficacy was strong, but tolerability issues and high discontinuation rates cloud its competitive edge in the obesity drug market. The market's perception of Viking shifted after the data, with the company now seen as a respectable contender but no longer a clear frontrunner. A buyout is more likely now, as the oral program's value is clearer; Eli Lilly and others could be interested, but Novo Nordisk likely is not.
Celldex Therapeutics, Inc.'s barzolvolimab failed to improve symptoms in eosinophilic esophagitis, but this setback doesn't impact its promising ongoing urticaria programs. Phase 3 trials for chronic spontaneous urticaria are underway, with additional studies for chronic inducible urticaria set to begin soon in 2nd half of 2025. The global urticaria market size is projected to reach $11.4 billion by 2032.