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China Yuchai: I Underestimated This Company (Rating Upgrade)

China Yuchai: I Underestimated This Company (Rating Upgrade)

China Yuchai International is upgraded to Buy after strong operational improvements, margin expansion, and market share gains in key engine segments. CYD's revenue rose 13.9% and EPS surged 53.2% in H1, driven by robust truck, marine, and power-generation engine sales, plus strategic investments in new energy technologies. Consensus expects CYD's EPS to grow 64.4% in 2026, with fair value estimated at $63.69 versus the current $48.73, implying a 39.17% annualized return.

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CYD CYD
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Aflac: Reliable Dividend Compounder, Premium Justified, But Meaningful Upside Unlikely

Aflac: Reliable Dividend Compounder, Premium Justified, But Meaningful Upside Unlikely

Aflac remains a quality dividend compounder, but its premium valuation suggests potential near-term underperformance. Recent earnings showed slowing growth, with revenue and EPS both declining year-over-year, primarily due to headwinds in Japan. AFL continues to deliver strong shareholder returns through dividends and aggressive share repurchases, supported by a robust balance sheet and low leverage.

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AFL AFL
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Palantir: Competition Is For Losers (Rating Upgrade)

Palantir: Competition Is For Losers (Rating Upgrade)

Palantir is upgraded to Strong Buy following blowout Q2 earnings and accelerating revenue growth. Q2 revenue surged 93% YoY and 19% QoQ, with a Rule of 40 score at an exceptional 155, reinforcing PLTR's moat. Management raised FY26 guidance and US commercial outlook, signaling confidence in sustained acceleration and AI-driven tailwinds.

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PLTR PLTR
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منبع: Newsfile Corp خبرگزاری
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ROSEN, SKILLED INVESTOR COUNSEL, Encourages Capricor Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CAPR

ROSEN, SKILLED INVESTOR COUNSEL, Encourages Capricor Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CAPR

New York, New York--(Newsfile Corp. - August 9, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Capricor Therapeutics, Inc. (NASDAQ: CAPR) between December 17, 2025 and July 26, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed.

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CAPR CAPR
منبع: Newsfile Corp
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BlueLinx: Finally, A Housing Market Recovery? Trex Adds Options

BlueLinx: Finally, A Housing Market Recovery? Trex Adds Options

BlueLinx delivered strong Q2 2026 results, with net sales up 4.4% and gross profit up 17% year-over-year. I rate BXC a Hold, citing persistent macro headwinds, higher operating costs, and an uncertain housing market outlook. Despite a new Trex partnership, share buybacks, and a solid balance sheet, BXC faces ongoing demand and cost pressures.

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UGI Q3 Earnings Call Highlights

UGI Q3 Earnings Call Highlights

UGI NYSE: UGI reported fiscal 2026 third-quarter reportable segment EBIT of $58 million, down from $72 million a year earlier, as warmer weather and lower retail propane volumes at AmeriGas weighed on results. The company said year-to-date reportable segment EBIT increased modestly to $1.187 billion, up $3 million from the prior-year period.

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Urban Edge Properties Q2 Earnings Call Highlights

Urban Edge Properties Q2 Earnings Call Highlights

Urban Edge Properties NYSE: UE reported second-quarter results that exceeded its internal expectations, driven by higher leasing spreads, same-property net operating income growth and contributions from redevelopment activity. The retail real estate investment trust raised its full-year funds from operations guidance while outlining continued capital recycling and leasing initiatives across its Northeast-focused portfolio.

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Uber Technologies Q2 Earnings Call Highlights

Uber Technologies Q2 Earnings Call Highlights

Uber Technologies NYSE: UBER said second-quarter gross bookings rose 22% year over year to more than $58 billion, exceeding the high end of its guidance range and marking its fourth consecutive quarter of growth above 20%. Chief Executive Officer Dara Khosrowshahi said the company also produced 35% growth in non-GAAP earnings per share and surpassed $10 billion in trailing 12-month free cash flow for the first time.

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Under Armour Q1 Earnings Call Highlights

Under Armour Q1 Earnings Call Highlights

Under Armour NYSE: UA . lowered its fiscal 2027 revenue outlook after first-quarter sales declined 3% to $1.1 billion, citing softer consumer demand in North America and Asia-Pacific and a more promotional retail environment.

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Unity Software Q2 Earnings Call Highlights

Unity Software Q2 Earnings Call Highlights

Unity Software NYSE: U reported what Chief Executive Officer Matt Bromberg described as “arguably the best quarter in Unity's history as a public company,” driven by accelerating growth in its Vector advertising platform, expanding profitability and continued product development centered on artificial intelligence.

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Ternium Q2 Earnings Call Highlights

Ternium Q2 Earnings Call Highlights

Ternium NYSE: TX reported a sequential recovery in second-quarter profitability, supported by higher steel shipments, improved realized prices and stronger market conditions in Mexico and Brazil. The company said adjusted EBITDA increased 50% from the first quarter, while its adjusted EBITDA margin expanded to 16.5% from 12.2%.

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Twilio Q2 Earnings Call Highlights

Twilio Q2 Earnings Call Highlights

Twilio NYSE: TWLO reported second-quarter 2026 revenue of $1.5 billion, up 22% year over year on a reported basis and 17% on an organic basis excluding incremental U.S. carrier pass-through fees. The communications platform company said its results reflected strong volumes, customer additions and growth across messaging, voice and software products.

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Tetra Technologies Q2 Earnings Call Highlights

Tetra Technologies Q2 Earnings Call Highlights

Tetra Technologies NYSE: TTI reported second-quarter revenue of $185.7 million, up 19% sequentially and 7% from the prior-year period, as strength in international and offshore operations offset delayed Middle East fluid shipments tied to regional conflict.

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Townsquare Media Q2 Earnings Call Highlights

Townsquare Media Q2 Earnings Call Highlights

Townsquare Media NYSE: TSQ reported second-quarter results that met its revenue and Adjusted EBITDA guidance, as the company pointed to accelerating digital advertising growth, record profitability at its subscription marketing unit and continued cash flow from broadcast operations.

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منبع: Reuters خبرگزاری
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Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports

Apple tests China's CXMT memory chips for iPhones and MacBooks, WSJ reports

Apple has been testing ​memory chips from China's CXMT across ‌product lines including iPhones and MacBooks, to mitigate a component shortage fueled by ​the AI boom, the Wall ​Street Journal reported on Sunday.

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AAPL Apple Inc.
منبع: Reuters
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