DG, BURL, URBN and TJX may beat Q3 estimates as value-focused pricing, e-commerce gains and inventory discipline lift retail sales and margins.
AI-driven data center growth is straining the power grid, fueling surging electricity prices and bottlenecks in natural gas and turbine supply. Renewable energy companies like First Solar, Tesla, Generac, and Brookfield Renewable are positioned to benefit as consumers and hyperscalers seek alternatives. FSLR and TSLA are experiencing strong demand growth for solar and battery storage, while GNRC's backlog is surging due to data center expansion needs.
As Trump and Xi are expected to meet at the APEC Summit, optimism grows for Asia-Pacific Emerging ETFs poised to gain from a U.S.-China trade thaw.
TD Cowan analyst Robert Moskow likes Celsius' latest purchase, but not Keurig Dr Pepper's coffee deal.
Acquisition To Initiate Winners' Launch Of New Sports Technology Offerings Through Moneyline Sports GenAI Betting Platforms Las Vegas, NV, October 14, 2025 – PRISM MediaWire (Press Release Service – Press Release Distribution) – Winners, Inc.
Due to their continuous 24/7/365 operations, data centers consume electricity constantly.
September is the final month of the third quarter, meaning another earnings season is right around the corner. It could be a banner one, because data indicates analysts have been boosting earnings per share (EPS) for S&P 500 member firms at a notable rate.
The third week of August saw big-time earnings releases from some of the most important stocks in the retail industry. As these names operate in highly competitive parts of the economy, these earnings cycles often result in big winners and big losers.
Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.
SoundHound AI, Inc. has surged over 56% since May, yet its valuation multiples appear misleadingly expensive only because it has tapped a fraction of its TAM. Its proprietary Polaris model provides measurable superiority, enabling expansion across automotive, restaurant, and enterprise verticals. The voice commerce ecosystem positions SoundHound as a transaction-layer business with sticky, scalable economics.
There is a growing probability of aggressive rate cuts by the Fed in the near future. We discuss the implications that this will have on various sectors of high-yield investments. We share the likely winners and losers and discuss how we are investing.
Kratos Defense, Montrose Environmental, and Karman Holdings drove strong quarterly performance, benefiting from secular tailwinds and robust demand in defense and environmental sectors. We see Kratos and Karman as well positioned for multi-year growth, leveraging investments in hypersonics, missile defense, and space technologies amid rising defense budgets. Montrose Environmental rebounded as regulatory fears eased, organic growth accelerated, and debt reduction improved transparency, supporting our continued conviction in its long-term value.