NYSE:AS
NYSE:ASLuxury

Has Amer Sports Risen Too Far After Its 30% Year to Date Rally?

Thinking about what to do with Amer Sports stock? You are not alone. Whether you have been tracking its impressive quarterly numbers or just noticed its ticker popping up more often, there has been no shortage of chatter lately about Amer Sports. Over the past year, the stock has delivered a solid total return of just over 2%, and it is up nearly 30% year-to-date. This suggests that investors are warming up to its growth story. After a recent closing price of $37.50, Amer Sports still trades...
NYSE:AGX
NYSE:AGXConstruction

Did a $1.9 Billion Backlog Just Shift Argan's (AGX) Investment Narrative Toward Data Centers?

In recent news, Argan reported a project backlog of US$1.9 billion that is expected to support rising demand for power infrastructure in data center, electric vehicle, and renewable energy sectors. The Sandow Lakes Power Station project stands out as a pivotal move, potentially expanding Argan’s presence in one of North America’s major data center hubs and opening the door for future contract opportunities. We’ll explore how Argan’s robust backlog, particularly its entry into key data center...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

How Investors May Respond To Marvell Technology (MRVL) Powering Microsoft Azure’s Expanded Cloud Security Service

On August 18, 2025, Microsoft announced it had selected Marvell Technology’s LiquidSecurity hardware security modules (HSMs) to power its Azure Cloud HSM service, extending their existing partnership across multiple Azure key management offerings. This expanded collaboration highlights Marvell’s distinct PCIe-based approach to HSMs, which allows cloud providers to deliver scalable, power-efficient security while enabling easier access to encryption services for customers. We’ll examine how...
NYSE:ZK
NYSE:ZKAuto

ZEEKR’s Sharply Reduced Net Loss Might Change the Case for Investing in ZEEKR (ZK)

ZEEKR Intelligent Technology Holding Limited recently announced its earnings for the second quarter and first half of 2025, reporting stable revenue at CNY27.43 billion for the quarter and a net loss of CNY394 million, a significant decrease from the prior year’s net loss of CNY2.88 billion. This substantial reduction in quarterly net loss, achieved despite largely unchanged revenue, signals an improvement in operating efficiency and cost management as highlighted in the company’s latest...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

Sportradar (SRAD) Is Up 11.2% After Strong Q2 Results and Raised 2025 Guidance

Earlier this month, Sportradar Group AG reported robust second-quarter and first-half 2025 results, with revenue rising to €317.79 million and €629.02 million for the respective periods, alongside a return to profitability; the company also raised its 2025 revenue guidance to at least €1.28 billion, projecting at least 16% year-on-year growth. Completion of the share repurchase program, with over 4.8 million shares bought back for US$86 million, underscored management's confidence and may...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Why Zoom (ZM) Is Up 5.5% After Launching New AI Concierge, Hub, and Meeting Upgrades

On August 18, 2025, Zoom Communications announced new AI-driven enhancements including an advanced concierge feature for its Virtual Agent integrated with Zoom Phone, the launch of Zoom Hub for centralized content management, and upgraded AI support for Zoom Meetings and Team Chat. This rollout highlights Zoom’s increasing focus on personalization and automation, aiming to streamline business workflows and elevate the user experience across industries from retail to financial services. We’ll...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

What Eos Energy Enterprises (EOSE)'s Appointment of an Operations Veteran Means for Shareholders

Eos Energy Enterprises recently named John Mahaz as Chief Operating Officer, bringing on board his 38 years of experience and a history of overseeing US$14 billion in annual revenue and large-scale global manufacturing operations at Jabil. Mahaz’s expertise in rebuilding complex production networks, such as restoring Puerto Rico’s manufacturing after Hurricane Maria, could have a significant impact on Eos's efforts to scale and optimize its operations. We’ll explore how the addition of a...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Can Mineralys Therapeutics' (MLYS) Narrowing Per-Share Losses Reshape Investor Expectations for Turnaround?

Mineralys Therapeutics announced its second quarter 2025 earnings, reporting a net loss of US$43.27 million, with basic loss per share from continuing operations decreasing to US$0.66 from US$0.83 a year earlier. A unique insight from this release is that, despite a higher overall net loss, improved loss per share figures have sparked more favorable analyst expectations for the company’s near-term performance. We’ll explore how Mineralys Therapeutics’ progress in narrowing per-share losses...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

How Sterling Infrastructure’s (STRL) Earnings Beat and CEC Acquisition Ambitions Have Changed Its Investment Story

Sterling Infrastructure recently reported second-quarter results that exceeded expectations, highlighting strong growth in E-Infrastructure Solutions and Transportation Solutions, alongside a pending US$505-million acquisition of CEC Facilities Group aimed at expanding its service offering and presence. An interesting insight is that, despite announcing a buyback plan in December 2023, no shares were repurchased in the second quarter of 2025, with the completed program amounting to 944,000...