Analysis

TradingKey - Seth Klarman, the Baupost value investor, long had the distinction of navigating doubt with surgeon-like precision. The technique is married to asymmetric bets, deep margin-of-safety work, and, of course, in many cases, a dash of contrarian genius. 

Aug 11 (Reuters) - U.S. President Donald Trump upended decades of U.S. national security policy, creating an entirely new category of corporate risk, when he made a deal with Nvidia NVDA.O to give the U.S. government a cut of its sales in exchange for resuming exports of banned AI chips to China.

TradingKey - MGM seems undervalued, as the market does not appreciate the potential of the company’s online betting business, which has a very high growth at 25% and real possibility to have much higher profitability than the traditional on-ground casino business.

TradingKey - Since Trump announced a 90-day suspension of the "reciprocal tariffs" imposed on certain countries on 9 April this year, all three major U.S. stock indices have recorded significant gains. Looking ahead, against the backdrop of easing global trade frictions.

RTX Corporation (NYSE: RTX) is a dominant force in aerospace and defense, perfectly positioned to ride the wave of growing global defense budgets and a booming commercial aviation market.

TradingKey - Royal Caribbean Group (RCL), as the world’s second-largest cruise operator, demonstrates industry-leading recovery and competitive strength in the post-pandemic era through robust revenue growth (18.6% increase in 2024, with net income surging 70.6%), exceptional operational efficiency

Reddit (NYSE: RDDT) stock continued to rocket higher in this week's trading thanks to strong quarterly results. The social media player's price rose 14.2% over the last week of trading.

TradingKey - MP Materials released its earnings for the second quarter of the fiscal 2025 on August 7th after the bell.The smaller loss and the better revenue were surely welcomed by investors, and the stock is up 8.50% in the post-bell session.

TradingKey - Toyota Motor Corporation (NYSE: TM) reported its Q1 FY2026 earnings for the quarter ended June 30, 2025. Following the market close on August 7, shares dropped approximately -1.36%, reflecting mixed sentiment despite optimism around robust hybrid sales and a weaker yen boosting profitab

TradingKey - Eli Lilly released its Q2 2025 financial results, demonstrating impressive financial performance. However, despite the stellar results, its stock price plummeted by over 14%, closing at approximately $640, down more than 30% from its yearly high.

TradingKey - Last Friday, the U.S. Labor Department sharply revised downward its May and June nonfarm payroll figures by a combined 258,000 jobs, a reduction exceeding 90%. Meanwhile, July’s payroll increase came in at just 73,000, falling short of the 100,000 forecast. 

Explore the exciting world of Hims & Hers (NYSE: HIMS) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

TradingKey - After a multi-year slowdown, the IPO market is making a strong comeback — and 2025 is shaping up to be a banner year.

TradingKey - Uber released its earnings for the second quarter of the fiscal 2025 on August 6th before the bell.- 2Q25 Earnings per share: $0.63 vs $0.63 estimate (+34% y/y) - 2Q25 Revenue: $12.65bn vs $12.47bn estimate (+18% y/y)

TradingKey - Novo Nordisk achieved revenue of $11.67 billion in Q2 of the 2025 fiscal year, a 19% increase year-over-year, but it fell short of market expectations. Growth was primarily driven by strong performance in obesity care and rare diseases.

TradingKey - AppLovin (NASDAQ: APP) reported strong Q2 FY2025 earnings on August 6, 2025, driven by its AI-powered advertising platform, Axon 2.0, and the completion of its apps business divestiture. The company exceeded market expectations, although cautious guidance, concerns over long-term impact

TradingKey - Robotics has graduated from being a specialized technical innovation to one of the most powerful enablers of productivity in today's economy. Robots are no longer restricted to auto plants and lab coats and now operate across sectors, healthcare and agriculture as well as logistics...

Caterpillar’s 2025 Q2 revenue slightly exceeded market expectations at $16.57 billion, but declined 0.8% year-over-year. Weak demand in the Construction and Resources segments partially offset growth in other segments.

TradingKey - Super Micro Computer, Inc. (NASDAQ: SMCI) reported its Q4 FY2025 earnings on August 5, 2025, after market close, delivering growth but missing both revenue and EPS expectations.

TradingKey - Advanced Micro Devices, Inc. (NASDAQ: AMD) released its Q2 FY2025 earnings on August 5, 2025, after market close, delivering robust results driven by record sales in its Data Center and Client segments. Despite a 32% YoY revenue increase, surpassing expectations, the stock dipped around