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Release – Unicycive Therapeutics Announces the Publication of Oxylanthanum Carbonate Pivotal Trial Data in Clinical Journal of the American Society of Nephrology

Posted on by aweinsoff@channelchek.com

Research News and Market Data on UNCY

July 24, 2025 8:00am EDT Download as PDF

OLC was well-tolerated and enabled serum phosphate control in over 90% of patients with a low pill burden

LOS ALTOS, Calif., July 24, 2025 (GLOBE NEWSWIRE) — Unicycive Therapeutics, Inc. (Nasdaq: UNCY), a clinical-stage biotechnology company developing therapies for patients with kidney disease (the “Company” or “Unicycive”), today announced the publication of pivotal trial data describing the safety and tolerability of oxylanthanum carbonate (OLC) in chronic kidney disease (CKD) patients on dialysis in the Clinical Journal of the American Society of Nephrology.

The publication, entitled “A Phase 2 Clinical Trial of Oxylanthanum Carbonate in Patients Receiving Maintenance Hemodialysis with Hyperphosphatemia,” examines the safety and tolerability of OLC at clinically effective doses with a goal serum phosphate concentration of ≤5.5 mg/dL. Eighty-six patients were treated with OLC in this open-label single arm Phase 2 study. At screening, only 59% of patients had serum phosphate levels of ≤5.5 mg/dL (phosphate control). OLC was well tolerated and enabled serum phosphate control in >90% of patients with a low pill burden (two-thirds of patients receiving three or fewer tablets/day). Pharmacokinetic analysis showed that systemic absorption of OLC (measured as lanthanum) was minimal to none in CKD patients.

“With the favorable tolerability, strong efficacy and low pill burden highlighted in this prestigious publication, we continue to believe that OLC has the potential to offer patients a new option that could help improve adherence to treatment over time,” said Shalabh Gupta, MD, Chief Executive Officer of Unicycive. “This pivotal study was the final clinical evidence needed for our NDA package. We continue to collaborate closely with the U.S. Food and Drug Administration as we address their outstanding manufacturing questions and align on a path forward to bring OLC to this underserved patient population as quickly as possible.”

Key Findings:

  • More than 90% of patients with hyperphosphatemia taking OLC achieved effective phosphate control.
  • Two-thirds of patients required three or fewer OLC tablets per day to achieve target serum phosphate levels, with most requiring no more than one tablet with each meal.
  • OLC was well tolerated in CKD patients on dialysis. The most common treatment-related adverse events were gastrointestinal (9% diarrhea; 6% vomiting) and only 4% of patients discontinued treatment due to treatment-related adverse events.

“Despite the various treatment options available, there remains a significant need in managing hyperphosphatemia, which heavily impacts people with chronic kidney disease on dialysis,” said Dr. Pablo Pergola, MD, PhD, Research Director, Clinical Advancement Center, Renal Associates, P.A., and principal investigator of the trial. “These data add to the growing body of clinical evidence supporting the potential of OLC as an innovative treatment option, demonstrating effective phosphate control and reducing pill burden. OLC’s unique profile offers a promising alternative with favorable tolerability, potentially transforming the standard of care for patients.”

The full publication can be accessed here and on the Presentations & Research page of Unicycive’s website.

About Oxylanthanum Carbonate (OLC)
OLC is an investigational oral phosphate binder that leverages proprietary nanoparticle technology to deliver high phosphate binding potency, reducing the number and size of pills that patients must take to treat hyperphosphatemia in patients with chronic kidney disease (CKD) on dialysis. Its potential best-in-class profile may have meaningful patient adherence benefits over currently available treatment options as it requires a lower pill burden.

Unicycive is seeking FDA approval of OLC via the 505(b)(2) regulatory pathway. The NDA submission package is based on data from three clinical studies (a Phase 1 study in healthy volunteers, a bioequivalence study in healthy volunteers, and a tolerability study of OLC in CKD patients on dialysis), multiple preclinical studies, and the chemistry, manufacturing and controls (CMC) data. OLC is protected by a strong global patent portfolio including issued patents on composition of matter with exclusivity until 2031, and with the potential for patent term extension until 2035.

About Hyperphosphatemia
Hyperphosphatemia is a serious medical condition that occurs in nearly all patients with End Stage Renal Disease (ESRD). Annually there are over 450,000 individuals in the U.S. that require medication to control their phosphate levels.1 Uncontrolled hyperphosphatemia is strongly associated with increased death and hospitalization for CKD patients on dialysis. Treatment of hyperphosphatemia is aimed at lowering serum phosphate levels via two means: (1) restricting dietary phosphorus intake; and (2) using, on a daily basis, and with each meal, oral phosphate binding drugs that facilitate fecal elimination of dietary phosphate rather than its absorption from the gastrointestinal tract into the bloodstream.

1Flythe JE. Dialysis-Past, Present, and Future: A Kidney360 Perspectives Series. Kidney360. 2023 May 1;4(5):567-568. doi: 10.34067/KID.0000000000000145. Epub 2023 Jun 29. PMID: 37229723; PMCID: PMC10371371.

About Unicycive Therapeutics
Unicycive Therapeutics is a biotechnology company developing novel treatments for kidney diseases. Unicycive’s lead investigational treatment is oxylanthanum carbonate, a novel phosphate binding for the treatment of hyperphosphatemia in patients with chronic kidney disease who are on dialysis. Unicycive’s second investigational treatment UNI-494 is intended for the treatment of conditions related to acute kidney injury. It has been granted Orphan Drug designation (ODD) by the FDA for the prevention of Delayed Graft Function (DGF) in kidney transplant patients and has completed a Phase 1 dose-ranging safety study in healthy volunteers. For more information, please visit Unicycive.com and follow us on LinkedIn and X.

Forward-looking statements
Certain statements in this press release are forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may be identified using words such as “anticipate,” “believe,” “forecast,” “estimated” and “intend” or other similar terms or expressions that concern Unicycive’s expectations, strategy, plans or intentions. These forward-looking statements are based on Unicycive’s current expectations and actual results could differ materially. There are several factors that could cause actual events to differ materially from those indicated by such forward-looking statements. These factors include, but are not limited to, clinical trials involve a lengthy and expensive process with an uncertain outcome, and results of earlier studies and trials may not be predictive of future trial results; our clinical trials may be suspended or discontinued due to unexpected side effects or other safety risks that could preclude approval of our product candidates; risks related to business interruptions, which could seriously harm our financial condition and increase our costs and expenses; dependence on key personnel; substantial competition; uncertainties of patent protection and litigation; dependence upon third parties; and risks related to failure to obtain FDA clearances or approvals and noncompliance with FDA regulations. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: the uncertainties related to market conditions and other factors described more fully in the section entitled ‘Risk Factors’ in Unicycive’s Annual Report on Form 10-K for the year ended December 31, 2024, and other periodic reports filed with the Securities and Exchange Commission. Any forward-looking statements contained in this press release speak only as of the date hereof, and Unicycive specifically disclaims any obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise.

Investor Contacts:

Kevin Gardner
LifeSci Advisors
kgardner@lifesciadvisors.com

Media Contact:

Rachel Visi
Real Chemistry
redery@realchemistry.com

SOURCE: Unicycive Therapeutics, Inc.

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Source: Unicycive Therapeutics, Inc.

Released July 24, 2025

Release – Kelly Announces Second-Quarter 2025 Conference Call

Posted on by aweinsoff@channelchek.com

Research News and Market Data on KELYA

July 24, 2025

PDF Version

TROY, Mich., July 24, 2025 (GLOBE NEWSWIRE) — Kelly, a leading global specialty talent solutions provider, will release its second-quarter earnings before the market opens on Thursday, August 7, 2025. In conjunction with its earnings release, Kelly will publish a financial presentation and host a live webcast of a conference call with financial analysts at 9 a.m. ET on August 7 to review the results from the quarter and answer questions.

The presentation and a link to the live webcast will be accessible through the Company’s public website on the Investor Relations page under Events & Presentations. The webcast will be recorded, and a replay will be available within one hour of completion of the event through the same link as the live webcast.

About Kelly

Kelly Services, Inc. (Nasdaq: KELYA, KELYB) helps companies recruit and manage skilled workers and helps job seekers find great work. Since inventing the staffing industry in 1946, we have become experts in the many industries and local and global markets we serve. With a network of suppliers and partners around the world, we connect more than 400,000 people with work every year. Our suite of outsourcing and consulting services ensures companies have the people they need, when and where they are needed most. Headquartered in Troy, Michigan, we empower businesses and individuals to access limitless opportunities in industries such as science, engineering, technology, education, manufacturing, retail, finance, and energy. Revenue in 2024 was $4.3 billion. Learn more at kellyservices.com.

KLYA-FIN

Analyst & Media Contact:
Scott Thomas
(248) 251-7264
scott.thomas@kellyservices.com

AEye Soars After Apollo Lidar Becomes Core to NVIDIA’s Self-Driving Platform

Posted on by slightbourne@noblecapitalmarkets.com
Key Points:
– AEye’s Apollo lidar is now fully integrated into NVIDIA’s DRIVE AGX platform.
– The partnership gives AEye access to top global automakers and positions it as a key supplier in autonomous driving.
– Apollo’s software-defined architecture and long-range sensing provide a scalable edge for smart mobility applications.

Shares of AEye, Inc. (Nasdaq: LIDR) surged Thursday after the company announced a major milestone: its flagship Apollo lidar sensor is now fully integrated into NVIDIA’s DRIVE AGX platform, a central hub in the autonomous driving world. This integration isn’t just a technical step — it’s a commercial launchpad that could put AEye’s technology inside millions of vehicles over the next decade.

NVIDIA’s DRIVE ecosystem is used by top-tier automakers globally, from early autonomous pioneers to traditional OEMs embracing next-gen driver assistance. By becoming an official component of the DRIVE AGX suite, AEye now has direct access to these automakers — positioning it as a go-to lidar provider in the race toward self-driving adoption.

AEye’s Apollo sensor, part of the company’s 4Sight™ Flex lidar family, offers a unique mix of long-range detection (up to 1 km), compact design, and software-defined capabilities. That last point may be the most compelling: Apollo’s software-defined nature means the sensor can receive over-the-air updates, just like a smartphone, enabling continuous improvement without physical replacement.

“This is how vehicles are being built today — smarter, more connected, and designed to evolve,” said CEO Matt Fisch. “Being certified on NVIDIA DRIVE AGX validates our approach and puts us on a direct path to global scale.”

AEye’s technology isn’t just another lidar unit. Apollo is designed to integrate seamlessly into modern vehicle architecture, including behind the windshield — a feat many competitors struggle with due to limitations in wavelength and range. By using 1550 nm wavelength lidar, Apollo combines safety-critical resolution with the ability to remain aesthetically unobtrusive, a growing demand among automakers.

Beyond the automotive world, AEye teased broader ambitions. The company plans to unveil OPTIS, a full-stack physical AI solution aimed at transportation, infrastructure, and security markets. This suggests that AEye is thinking bigger — positioning itself as not just a lidar company, but as a smart sensing platform ready to power everything from autonomous delivery vehicles to smart cities.

For small- and micro-cap investors, AEye’s NVIDIA milestone offers a compelling glimpse of what success looks like in the sensor space: strategic partnerships, scalable architecture, and technology that fits into how mobility is evolving. With software-defined sensing quickly becoming the industry standard, Apollo’s adoption through NVIDIA could be the early signal of significant commercial momentum.

AEye’s upcoming July 31 earnings call is expected to provide more clarity on the NVIDIA partnership’s revenue potential, as well as early market response to OPTIS.

In a market where many lidar startups have stumbled, AEye’s continued focus on performance, integration, and flexibility is starting to separate it from the pack — and now, with NVIDIA in its corner, its road ahead may be wide open.

Travelzoo (TZOO) – Steps On The Customer Acquisition Accelerator

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 24, 2025

Travelzoo® provides its 30 million members with exclusive offers and one-of-a-kind experiences personally reviewed by our deal experts around the globe. We have our finger on the pulse of outstanding travel, entertainment, and lifestyle experiences. We work in partnership with more than 5,000 top travel suppliers—our long-standing relationships give Travelzoo members access to irresistible deals.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Mixed second quarter results. Revenues significantly increased 13.1% to $23.9 million, a sequential quarterly increase from 5.3% in Q1, reflecting its strategic shift toward a subscription based model. Adj. EBITDA fell short of our expectations, however, due to a step up in customer acquisition spend and the purchase of “distressed” vouchers. 

Favorable customer acquisition dynamics. Customer acquisition costs went up in Q2 to $38 from $28 in Q1, but still remains positive. Total return is $58, $40 from the annual subscription fee and $18 from transactions. Management anticipates to continue to aggressively spend on customer acquisition in light of the favorable Return on Investment. These moves support a longer term attractive revenue outlook, but have a near term adverse impact on adj. EBITDA.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

FreightCar America (RAIL) – Updating Our Forward Estimates and Increasing our PT

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 24, 2025

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Increasing longer-term rail car delivery estimates. While we have maintained our rail car delivery estimates for 2025 through 2027, we have increased our delivery estimates for 2028 through 2030. We now forecast rail car deliveries of 5,500, 5,750, and 6,000, respectively, compared with our prior estimates of 5,000, 5,000, and 5,000. While we had previously assumed that RAIL would operate four production lines with an aggregate capacity of 5,000 rail cars through 2030, we now assume the company will operate five production lines with a total capacity of 6,250 rail cars beginning in 2028. Our prior assumption had been that the company could begin producing a new line of higher-margin tank cars using existing capacity at the expense of lower margin products. Because we think tank cars could add an incremental 500 or more orders beginning in 2028, the tank cars would be incremental to existing orders with five production lines.

Updating earnings estimates. We forecast 2025 EBITDA and EPS of $45.9 million and $0.47, respectively, while our 2026 estimates are $48.6 million and $0.53. While our 2025 and 2026 EBITDA estimates are unchanged, we have increased our forward estimates, which may be found in the financial model at the end of this report. While our earnings estimates have increased, gross margin as a percentage of sales remains unchanged at 13.0%, 13.3%, 13.5%, and 13.8% in 2027, 2028, 2029, and 2030, respectively, while selling, general, and administrative expense as a percentage of sales increased modestly. 


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Seanergy Maritime (SHIP) – Updating Estimates and Market Outlook

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 24, 2025

Seanergy Maritime Holdings Corp. is a prominent pure-play Capesize shipping company listed in the U.S. capital markets. Seanergy provides marine dry bulk transportation services through a modern fleet of Capesize vessels. The Company’s operating fleet consists of 18 vessels (1 Newcastlemax and 17 Capesize) with an average age of approximately 13.4 years and an aggregate cargo carrying capacity of approximately 3,236,212 dwt. Upon completion of the delivery of the previously announced Capesize vessel acquisition, the Company’s operating fleet will consist of 19 vessels (1 Newcastlemax and 18 Capesize) with an aggregate cargo carrying capacity of approximately 3,417,608 dwt. The Company is incorporated in the Marshall Islands and has executive offices in Glyfada, Greece. The Company’s common shares trade on the Nasdaq Capital Market under the symbol “SHIP”.

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Second Quarter 2025 Estimate Revisions. We are raising our Q2 2025 net revenue forecast to $36.5 million from $35.9 million, driven by stronger-than-expected time charter equivalent (TCE) rates. However, we are lowering our adjusted EBITDA and EPS estimates to $16.7 million and $0.11, respectively, from $17.3 million and $0.17, reflecting higher operating expenses of $29.1 million versus $27.5 million previously. The increase reflects a full quarter of the expanded fleet as well as higher-than-expected dry-docking activity.

Full-Year 2025 Estimate Changes. We are increasing our 2025 revenue forecast to $143.4 million from $142.9 million, as we expect improving rate momentum to continue through year-end. We are also raising our operating expense estimate to $113.9 million from $109.4 million, reflecting a greater number of anticipated dry-docking days. As a result, we are lowering our adjusted EBITDA projection to $67.7 million from $70.5 million and our EPS estimate to $0.51 from $0.74.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Euroseas (ESEA) – Increasing 2025 Estimates

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 24, 2025

Euroseas Ltd. was formed on May 5, 2005 under the laws of the Republic of the Marshall Islands to consolidate the ship owning interests of the Pittas family of Athens, Greece, which has been in the shipping business over the past 140 years. Euroseas trades on the NASDAQ Capital Market under the ticker ESEA. Euroseas operates in the container shipping market. Euroseas’ operations are managed by Eurobulk Ltd., an ISO 9001:2008 and ISO 14001:2004 certified affiliated ship management company, which is responsible for the day-to-day commercial and technical management and operations of the vessels. Euroseas employs its vessels on spot and period charters and through pool arrangements.

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Updating second quarter estimates. We are raising our second quarter revenue and adjusted earnings per share estimates to $56.7 million and $3.87, respectively, from $54.0 million and $3.45. Additionally, we are increasing our adjusted EBITDA estimate to $38.5 million from $35.0 million. The upward revisions are driven by stronger-than-expected time charter equivalent (TCE) rates.

Full-year 2025 estimates. For the full-year 2025, we expect higher revenues and adjusted earnings per share estimates of $228.5 million and $15.47, respectively, up from $225.6 million and $15.05. We are raising our operating expense estimates to $83.0 million from $81.7 million, due to higher dry-docking expenses. Our full year adjusted EBITDA estimate has been increased to $153.1 million from $149.2 million. The increases in our estimates are largely due to higher TCE rates. 


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

EuroDry (EDRY) – Revising 2025 Estimates

Posted on by slightbourne@noblecapitalmarkets.com


Thursday, July 24, 2025

EuroDry Ltd. was formed on January 8, 2018 under the laws of the Republic of the Marshall Islands to consolidate the drybulk fleet of Euroseas Ltd. into a separate listed public company. EuroDry was spun-off from Euroseas Ltd. on May 30, 2018; it trades on the NASDAQ Capital Market under the ticker EDRY. EuroDry operates in the dry cargo, drybulk shipping market. EuroDry’s operations are managed by Eurobulk Ltd., an ISO 9001:2008 and ISO 14001:2004 certified affiliated ship management company and Eurobulk (Far East) Ltd. Inc., which are responsible for the day- to-day commercial and technical management and operations of the vessels. EuroDry employs its vessels on spot and period charters and under pool agreements.

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Hans Baldau, Associate Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Second quarter estimates. We are lowering our Q2 2025 revenue and adjusted earnings per share estimates to $11.4 million and a loss of $1.23, respectively, from $14.1 million and a loss of $0.76. Additionally, we are reducing our operating expenses to $13.0 million from $14.4 million, as dry docking expenses have been pushed into the third quarter. Despite lower operating expenses, we are decreasing our adjusted EBITDA estimate to $1.6 million from $2.9 million. The decrease in our earnings estimates is mainly due to lower-than-expected time charter equivalent (TCE) rates.

Full-Year 2025 estimates. We are lowering our 2025 revenue and adjusted earnings per share estimates to $46.0 million and a loss of $4.41, respectively, from $50.3 million and a loss of $3.79. We are trimming our operating expenses to $51.4 million from $51.8 million, due to lower expected voyage expenses. Our adjusted EBITDA estimates were lowered to $5.6 million from $9.3 million. The lower estimates are driven by soft market rates.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Lawsuit Pressures Fed to Open Doors: Could Transparency Shift Market Dynamics?

Posted on by slightbourne@noblecapitalmarkets.com
Key Points:
– Azoria Capital sues the Federal Reserve, demanding public access to FOMC meetings.
– The lawsuit challenges the Fed’s closed-door practices under a 1976 federal law.
– Rising political pressure may reshape how investors engage with monetary policy decisions.

In a dramatic turn that could upend decades of Federal Reserve protocol, asset manager Azoria Capital filed a lawsuit Thursday demanding the central bank’s monetary policy meetings be opened to the public. The suit, lodged in a Washington, D.C. federal court, accuses the Fed’s Federal Open Market Committee (FOMC) of violating a 1976 transparency law by continuing to hold closed-door deliberations.

The timing couldn’t be more critical. The FOMC is set to meet July 29–30, and Azoria is seeking a temporary restraining order that would force those discussions—typically among the most market-sensitive of any U.S. institution—into the public sphere.

Behind the suit is James Fishback, Azoria Capital’s CEO and a figure closely tied to the Trump administration. Fishback contends the FOMC’s secrecy isn’t just outdated—it’s damaging. “By operating beyond public scrutiny, the FOMC is deliberately undermining the accountability envisioned by Congress,” the lawsuit claims, adding that real-time access to Fed discussions would give investors critical tools to navigate volatility sparked by monetary shifts.

The move comes as President Trump, currently touring the Fed’s $2.5 billion refurbishment project in Washington, escalates his criticism of central bank leadership. Trump has long accused Chair Jerome Powell and other officials of keeping interest rates unnecessarily high—claims echoed in Azoria’s filing, which alleges the Fed’s policy stance is “politically motivated” and intended to sabotage the administration’s economic agenda.

While the Fed hasn’t raised rates during Trump’s term so far, it has also declined to cut them, preferring to take a wait-and-see approach to assess the impact of new trade and fiscal policies. Yet that inaction has drawn ire from two sides—those demanding tighter control of inflation and those, like the administration, calling for looser credit to fuel growth.

Market reaction to the lawsuit has been cautious but curious. The idea of live-streamed or even partially open FOMC meetings could fundamentally alter the pace at which market participants digest rate signals. That shift could lead to sharper intraday volatility but also present opportunities for nimble traders and small-cap managers who thrive in environments of rapid change.

For investors in the middle market and beyond, the lawsuit underscores a growing theme: political and legal challenges are no longer background noise—they are becoming tradable events. Should Azoria’s case gain traction, it could pave the way for real-time transparency around monetary policy, potentially giving smaller firms an edge over traditional gatekeepers.

Whether or not the courts side with Azoria, the message is clear—investors are demanding a seat at the Fed’s table. And in a climate where every basis point counts, that demand might just get louder.

Amazon’s Latest AI Acquisition Signals Big Bet on Voice, Wearables, and the Future of Personalized Tech

Posted on by slightbourne@noblecapitalmarkets.com

Amazon is stepping back into the wearables game — but this time, it’s not about fitness tracking. The tech giant is acquiring Bee, an AI-powered bracelet startup whose smart device transcribes user conversations, makes them searchable, and turns those interactions into actionable content like to-do lists and reminders.

The acquisition was announced by Bee CEO Maria de Lourdes Zollo on LinkedIn Tuesday, with confirmation from Amazon shortly after. While financial details remain undisclosed and the deal hasn’t yet officially closed, the implications are clear: Amazon wants to push deeper into personal AI, and Bee’s technology may become a key building block.

Bee’s wearable device is always listening — but only stores text transcriptions, not audio. This subtle but important difference positions Bee as a tool for assistive intelligence, rather than surveillance. According to the company, its goal has always been to create an AI companion that “learns with you,” enhancing day-to-day life in a way that feels less intrusive and more useful.

This fits neatly into Amazon’s broader AI strategy. After shuttering its Halo wearables line in 2023, Amazon has refocused on AI-powered services, most recently launching a generative AI-powered upgrade to Alexa, known as Alexa+. Integrating Bee’s capabilities could push Alexa into more context-aware, proactive territory — automatically logging conversations, suggesting follow-ups, or building task lists without users lifting a finger.

The potential is enormous. Real-time conversation capture and transcription can provide a wealth of data, helping to train and refine personalized AI agents. For Amazon, this also represents a possible edge in the race against Google, Meta, Samsung, and others investing heavily in AI-powered smart wearables like earbuds, glasses, and compact assistants.

For investors, this is more than just another big-tech M&A deal — it’s a signal of the next wave in consumer AI. Devices like Bee’s bracelet represent a shift toward always-on, passively intelligent tools that blend into everyday life. And with Amazon in the mix, the scale of adoption could be swift.

There’s also a commercial layer to this: AI wearables could transform e-commerce, advertising, and user engagement. With access to rich, real-world behavioral data, companies could refine product recommendations, automate shopping lists, and deliver marketing that feels like a natural extension of a user’s day — not an interruption.

While privacy concerns will continue to hover over these developments, Amazon says its current user controls will apply to Bee’s device as well. That means opt-in settings, transparency reports, and more granular data handling tools — all of which will be under scrutiny as the tech rolls out.

Ultimately, Amazon’s acquisition of Bee isn’t just about a bracelet — it’s about redefining how AI fits into our daily lives, and who gets to lead the way.

Release – The ODP Corporation to Announce Second Quarter 2025 Results Wednesday, August 6th, 2025

Posted on by aweinsoff@channelchek.com

Research News and Market Data on ODP

PDF Version

BOCA RATON, Fla.–(BUSINESS WIRE)–Jul. 23, 2025– The ODP Corporation (NASDAQ:ODP) (“ODP,” or the “Company”), a leading provider of products, services, and technology solutions to businesses and consumers, will announce second quarter 2025 financial results before the market open on Wednesday, August 6th, 2025. The ODP Corporation will webcast a call with financial analysts and investors that day at 9:00 am Eastern Time which will be accessible to the media and the general public.

To listen to the conference call via webcast, please visit The ODP Corporation’s Investor Relations website at investor.theodpcorp.com. A replay of the webcast will be available approximately two hours following the event. A copy of the earnings press release, supplemental financial disclosures and presentation will also be available on the website.

About The ODP Corporation
The ODP Corporation (NASDAQ:ODP) is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omni-channel presence, which includes supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Through its operating companies ODP Business Solutions, LLC; Office Depot, LLC; and Veyer, LLC, The ODP Corporation empowers every business, professional, and consumer to achieve more every day. For more information, visit theodpcorp.com.

ODP and ODP Business Solutions are trademarks of ODP Business Solutions, LLC. Office Depot is a trademark of The Office Club, LLC. OfficeMax is a trademark of OMX, Inc. Veyer is a trademark of Veyer, LLC. Grand&Toy is a trademark of Grand & Toy, LLC in Canada. Any other product or company names mentioned herein are the trademarks of their respective owners.

Tim Perrott
Investor Relations
561-438-4629
Tim.Perrott@theodpcorp.com

Source: The ODP Corporation

Record Home Prices and Stalled Sales: What Could This Mean for Middle Market Investors in Real Estate

Posted on by slightbourne@noblecapitalmarkets.com
Key Points:
– June home sales dropped 2.7% from May as mortgage rates remained near 7%.
– Inventory rose nearly 16% year-over-year, yet prices hit a record $435,300.
– High-end homes are driving sales growth while first-time buyers remain sidelined

The U.S. housing market continues to send mixed signals. According to the National Association of Realtors, existing home sales for June fell 2.7% month-over-month to an annualized rate of 3.93 million units, surprising analysts who expected a much smaller decline. But despite softening demand, prices are still climbing — reaching a record-high median of $435,300.

For middle-market investors, this data presents both a challenge and a strategic opportunity.

Mortgage rates are the elephant in the room. At 6.77%, the average 30-year fixed mortgage rate has hovered near cycle highs since spring, discouraging both first-time buyers and move-up homeowners from entering the market. The result? Stagnant sales volumes and longer time on market — now averaging 27 days versus 22 this time last year.

And yet, home prices continue to rise. June marked the 24th straight month of year-over-year price increases, driven by a long-standing shortage in housing supply and resilient demand at the high end of the market.

The supply situation has improved modestly, with 1.53 million homes on the market — up nearly 16% from a year ago — but remains well below the level needed for a balanced market. With a current supply of just 4.7 months, the market still leans in favor of sellers, particularly in premium segments.

Sales of homes over $1 million rose 14%, while those priced under $100,000 dropped 5%. Homes between $100,000 and $250,000 were up 5%, suggesting some traction in mid-tier affordability brackets, though far from historical norms. First-time buyers accounted for just 30% of sales, well below the typical 40% share, underscoring affordability pressures in a high-rate environment.

So, what does this mean for investors focused on small- and mid-cap real estate opportunities?

It may be time to double down on targeted real estate plays — not just in residential development, but also in rental housing, home improvement suppliers, and regional banks with exposure to housing markets. Companies servicing the higher end of the housing spectrum, or those innovating around affordability, are poised to benefit as buyers adjust expectations and capital flows to where inventory and demand align.

Furthermore, the rise in cash transactions (29% of sales) suggests that liquidity remains strong in certain market segments, and that investors are still finding value — despite rate headwinds.

In a market where fundamentals are diverging, middle market investors should be looking beyond national headlines and focusing on regional trends, builder sentiment, and small-cap housing companies with healthy balance sheets and smart positioning.

While rising prices may be discouraging to homebuyers, they’re a reminder that the housing shortage is far from solved — and the companies working to close that gap could deliver long-term upside.

Release – Conduent to Report Second-Quarter 2025 Financial Results on August 6, 2025

Posted on by aweinsoff@channelchek.com

Research News and Market Data on CNDT

    July 23, 2025

    Earnings/Financial

    FLORHAM PARK, N.J. — Conduent Incorporated (Nasdaq: CNDT), a global technology-driven business solutions and services company, plans to report its second-quarter 2025 financial results on Wednesday, Aug. 6, 2025 before market open. Management will present the results during a conference call and webcast at 9:00 a.m. ET.

    The call will be available by live audiocast along with the news release and online presentation slides at https://investor.conduent.com.

    The conference call will also be available by calling 877-407-4019 toll free. If requested, the conference ID is 13754400.

    The international dial-in is +1 201-689-8337. The international conference ID is also 13754400.

    A recording of the conference call will be available by calling 877-660-6853 three hours after the conference call concludes. The access ID for the recording is 13754400.

    The call recording will be available until Aug. 20, 2025.

    We look forward to your participation.

    About Conduent
    Conduent delivers digital business solutions and services spanning the commercial, government and transportation spectrum – creating valuable outcomes for its clients and the millions of people who count on them. The Company leverages cloud computing, artificial intelligence, machine learning, automation and advanced analytics to deliver mission-critical solutions. Through a dedicated global team of approximately 56,000 associates, process expertise and advanced technologies, Conduent’s solutions and services digitally transform its clients’ operations to enhance customer experiences, improve performance, increase efficiencies and reduce costs. Conduent adds momentum to its clients’ missions in many ways including disbursing approximately $85 billion in government payments annually, enabling 2.3 billion customer service interactions annually, empowering millions of employees through HR services every year and processing nearly 13 million tolling transactions every day. Learn more at www.conduent.com.

    Note: To receive RSS news feeds, visit www.news.conduent.com. For open commentary, industry perspectives and views, visit http://twitter.com/Conduent, http://www.linkedin.com/company/conduent or http://www.facebook.com/Conduent.

    Trademarks
    Conduent is a trademark of Conduent Incorporated in the United States and/or other countries. Other names may be trademarks of their respective owners.

    Media Contacts

    Sean Collins

    Conduent

    Sean.Collins2@conduent.com

    +1-310-497-9205

    David Chen

    Conduent

    ir@conduent.com