NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Why Moderna (MRNA) Is Down 6.6% After Lowering 2025 Revenue Outlook on Delayed U.K. Shipments

Moderna recently lowered its 2025 revenue guidance by US$300 million due to a shift in timing for U.K. COVID-19 vaccine shipments, moving that revenue into early 2026, and released second-quarter results showing a year-over-year decline in revenue to US$142 million and a net loss of US$825 million. While the U.K. shipment timing reduces near-term visibility, the total value of Moderna's long-term contract with the U.K. remains unchanged, highlighting the continuing demand for its COVID-19...
NYSE:CRBG
NYSE:CRBGDiversified Financial

Corebridge’s $1 Billion Equity Sale and Net Loss Might Change The Case For Investing In CRBG

Earlier this month, Corebridge Financial completed a US$1.01 billion follow-on equity offering and reported second quarter revenue of US$2.74 billion, with a net loss of US$660 million compared to net income in the prior year period. The company also introduced Power Select AICO, a new index annuity featuring a 200% multiplier, and confirmed a quarterly dividend while continuing its extensive share buyback program. We'll examine how the recent large equity offering impacts Corebridge’s...
NasdaqGS:SAIA
NasdaqGS:SAIATransportation

Easing Inflation and Trade Tensions Might Change The Case For Investing In Saia (SAIA)

Saia shares rallied in the past week following an in-line US inflation report and news that the US and China extended their tariff truce for another 90 days, easing market concerns about trade tensions and future interest rates. This coordinated easing in inflation and international trade tensions is especially material for industrial transportation companies, as it directly improves both the economic outlook and sector sentiment. We'll examine how optimism about a potential interest rate...
NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

Calumet (CLMT) Is Down 8.8% After Q2 Loss Widens Despite Strong Renewables Execution – Has the Bull Case Changed?

Calumet, Inc. recently reported second quarter 2025 financial results, posting sales of US$1.03 billion and a net loss of US$147.9 million, both down versus the prior year period. Despite the larger loss, the company highlighted ongoing regulatory progress and strong operational execution, particularly in its Montana Renewables segment. We will explore how the rise in losses, despite solid renewables execution, may impact Calumet's longer-term investment outlook. The latest GPUs need a type...