Video game retailer GameStop Corporation (NYSE:GME) looks to show off its growth in collectibles and improving profitability when the company reports second-quarter financial results Tuesday after market close.

Here’s a look at the earnings estimates, what analysts are saying and key items to watch.

Earnings Estimates: Analysts expect GameStop to report second-quarter (Q2) revenue of $823.25 million, up from $798.30 million in last year’s second quarter, according to data from Benzinga Pro.

The company missed analyst estimates for revenue in seven straight quarters. It also missed estimates in eight of the last 10 quarters overall.

Analysts expect the company to report 16 cents in earnings per share, up from 1 cent per share in earnings from last year’s Q2.

The company has beaten analyst estimates for earnings per share in two straight quarters and three of the last four quarters. Overall, the company has beaten analyst estimates for earnings per share in six of the last 10 quarters overall.

Read Also: GameStop CEO Is ‘Not Scared Of The Short Sellers,’ Calls It Un-American To Bet Against Business ‘But It’s A Free Market’

What Analysts Are Saying: GameStop is not widely covered by analysts and hasn’t been for years.

Wedbush Securities analyst Michael Pachter, one of the few analysts covering the stock, remains bearish on the retailer.

Pachter’s last investor note said the company’s Bitcoin (CRYPTO: BTC) investments wouldn’t be enough to excite investors. The analyst said there remain no signs of a turnaround in the company’s core business.

Pachter has an Underperform rating on GameStop with a $13.50 price target. The majority of the company’s valuation comes from $12.50 per share in cash, securities and cryptocurrency, Pachter said.

“It is difficult to understand why any investor would be willing to pay more than 2x cash value for the possibility of GameStop converting more of its cash into Bitcoin, especially since these investors could invest in Bitcoin or a Bitcoin ETF themselves,” Pachter said.

The positive for GameStop is its growth in trading cards, according to the analyst.

“GameStop’s foray into the trading card business appears to be the only recent business venture to see modest success.”

Pachter said GameStop’s stock price is at a level that “overlooks the many challenges ahead.”

Key Items to Watch: Trading cards are a positive for the company, according to Pachter. The growth comes as the sector sees significant growth and sales at auctions.

GameStop formed several key partnerships with the trading card grading company PSA. Together, they recently launched a blind bag style “Power Packs.”

GameStop CEO Ryan Cohen considers the collectibles space to be a natural extension for the company and hinted at more growth coming from that area.

In the first quarter, Collectibles revenue grew to $211.5 million, the only of the three main sectors that saw year-over-year growth. That business segment is helping to offset declines in video game hardware, accessories and software.

Collectibles also come with higher margins, which are helping the company improve its profitability. The company has posted adjusted earnings per share profits in five of the last six quarters, after year’s of losses.

GameStop disclosed buying 4,710 Bitcoin between May 3 and June 10. The company paid somewhere between $93,399.86 and $111,970.17 for the Bitcoin during that time period. With Bitcoin currently trading at $112,383.77, the company’s Bitcoin holdings have gained in value, which could be reflected in the financials.

Investors and analysts will be closely watching to see if GameStop bought more Bitcoin in the quarter or is announcing plans to do so. Cohen said the company will not be turning into a Bitcoin treasury company, instead buying Bitcoin to hedge against inflation.

Cohen said the company’s $9 billion in cash would be deployed responsibly for areas with high upside and limited downside.

GameStop went multiple quarters without hosting a conference call.

GME Price Action: GameStop stock is up 2.3% to $23.13 on Monday. Its 52-week trading range is from $19.31 to $35.81. GameStop shares are down 25% year-to-date in 2025.

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Oracle Corporation (NYSE:ORCL) looks to keep financial momentum going with first-quarter financial results coming Tuesday after market close.

Analysts expect the company to report first-quarter revenue of $15.03 billion, up from $13.31 billion in last year’s first quarter, according to data from Benzinga Pro.

Oracle beat analyst estimates for revenue in the fourth quarter, after missing two straight quarters. The firm has only beaten analyst estimates for revenue in three of the last 10 quarters overall.

Analysts also expect Oracle to report first-quarter earnings per share of $1.48, up from $1.39 in last year’s first quarter.

The company beat analyst estimates for earnings per share in the fourth quarter, which came after two straight quarter misses. Oracle has beaten analyst estimates for earnings per share in eight of the last 10 quarters overall.

Read Also: Oracle Doubles Down On AI With New Health Platforms

What Analysts Are Saying

JPMorgan analyst Mark Murphy maintains a Neutral rating and raised the price target from $185 to $210.

Oracle is likely to show “AI-related bookings momentum” in the quarterly results, Murphy said, adding, “We continue to see ongoing momentum across core AI infrastructure bookings in the broader tech industry.”

Oracle will likely provide more details on a $30 billion per year revenue deal it disclosed in late June.

“We are favorably impressed by Oracle’s successes within the AI arena and the cadence of securing large OCI-related bookings in support of its future growth,” Murphy adds. Investors will be looking to see bookings momentum and execution on contracts in the quarterly results.

Oracle’s results come as Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) have show demand outpacing supply for the cloud infrastructure sector, Murphy added.

Murphy noted “the underlaying organic recurring revenue growth trend” and expects the cloud shift to progress.

Here are other recent analyst ratings on Oracle and their price targets:

• Morgan Stanley: Maintained Equal-Weight rating, raised price target from $175 to $246
• Barclays: Maintained Overweight rating, raised price target from $221 to $281
• Mizuho: Maintained Outperform rating, raised price target from $245 to $300

Key Items to Watch: Oracle has been the subject of layoffs in recent months. Investors and analysts will be monitoring to seeing what the company has to say on the subject and what its overall cost cutting efforts look like as it ramps up AI-related spending.

The company is investing in the cloud infrastructure space that includes Amazon, Microsoft and Alphabet Inc (NASDAQ:GOOGL) and that could be a key topic during the results and analyst questions.

Cloud infrastructure revenue was up 52% year-over-year in the fourth quarter.

Overall cloud revenue spiked 27% year-over-year in the fourth quarter.

After a strong fourth quarter, investors and the company are expecting big things.

Oracle CEO Safra Catz praised fiscal 2025 as “a very good year,” and expects revenue growth rates “will be dramatically higher” in 2026.

The company expects cloud revenue to grow 40% in fiscal 2026, up from 24% growth in fiscal 2025. It also anticipates that cloud infrastructure revenue to grow 70% in fiscal 2026, up from 50% growth in fiscal 2025.

Investors and analysts will look to see if bullish guidance remains or receives an update.

ORCL Price Action: Oracle stock is up 3.6% to $241.17 on Monday versus a 52-week trading range of $118.86 to $260.87. Shares hit the new all-time highs at the end of July. Oracle stock is up 45% year-to-date in 2025.

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In a landmark $2.4 billion deal, Dick’s Sporting Goods Inc (NYSE:DKS) has officially acquired Foot Locker Inc (NYSE:FL), creating a retail powerhouse with over 3,200 stores across 20 countries. The merger positions the combined entity as a formidable force in the athletic retail industry. It also has some significant implications for Nike Inc (NYSE:NKE).

• Track NKE stock here.

A Strategic Alliance In A Competitive Market

The acquisition marks a significant shift in the athletic retail landscape, as two major players join forces to enhance operational efficiencies, expand market reach, and leverage synergies.

Foot Locker will continue to operate as a standalone brand under Dick’s portfolio, maintaining its identity while benefiting from the resources and scale of its new parent company.

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Nike’s Dilemma: Ally Or Adversary?

Nike, a key supplier to both Dick’s and Foot Locker, stands to both gain and lose from the merger’s ripple effects. Analysts are optimistic about near-term upside:

• Jefferies predicts that a better-run Foot Locker under Dick’s will bolster Nike’s wholesale reach, brand presence, and overall market consistency.
• UBS even estimates Nike could represent 30–35% of total sales at the merged company, cementing its influence across more than 3,500 stores.

Yet the consolidation also gives the new retail giant stronger negotiating leverage, which could pressure margins or force Nike into less favorable terms over time. If Dick’s decides to lean harder on its own private labels or diversify away from Nike products, the balance of power could quickly shift.

The merger, then, is a double-edged sword: Nike gains scale and reach but faces new questions over control in a rapidly evolving retail landscape.

Looking Ahead

As the dust settles from this historic merger, all eyes will be on how Dick’s and Foot Locker integrate their operations and how Nike capitalizes on the new dynamics in the athletic retail sector. The coming months will be crucial in determining the long-term impact of this strategic alliance on the industry.

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• Is Lululemon Headed For Its Nike Moment?

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Gainers

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLK)	SPDR Select Sector Fund – Technology	264.3200	1.460	0.55	24.4K
(NYSE:XLE)	SPDR Select Sector Fund – Energy Select Sector	87.8000	0.440	0.50	116.7K
(NYSE:XLF)	SPDR Select Sector Fund – Financial	53.1074	0.037	0.07	85.4K
(NYSE:XLV)	SPDR Select Sector Fund – Health Care	137.9700	0.070	0.05	49.5K
(NYSE:XLU)	SPDR Select Sector Fund – Utilities	83.5100	0.040	0.04	5.4K
(NYSE:XLI)	SPDR Select Sector Fund – Industrial	150.9500	0.020	0.01	1.4K

Losers

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLC)	The Communication Services Select Sector SPDR Fund	114.16	-0.53	-0.47	40.5K
(NYSE:XLRE)	Real Estate Select Sector SPDR Fund (The)	42.01	-0.17	-0.41	8.1K
(NYSE:XLP)	SPDR Select Sector Fund – Consumer Staples	80.79	-0.08	-0.10	10.9K

Pulled from Benzinga Pro data this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.

For more information on sector movers, click here.

Gainers

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLK)	SPDR Select Sector Fund – Technology	265.40	2.76	1.05	22.2K
(NYSE:XLRE)	Real Estate Select Sector SPDR Fund (The)	41.98	0.22	0.52	16.9K
(NYSE:XLU)	SPDR Select Sector Fund – Utilities	84.06	0.33	0.39	38.2K
(NYSE:XLB)	Materials Select Sector SPDR	91.67	0.35	0.38	4.3K
(NYSE:XLY)	SPDR Select Sector Fund – Consumer Discretionary	235.62	0.46	0.19	8.2K
(NYSE:XLV)	SPDR Select Sector Fund – Health Care	137.50	0.07	0.05	8.6K
(NYSE:XLP)	SPDR Select Sector Fund – Consumer Staples	80.65	0.01	0.01	12.2K

Losers

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLE)	SPDR Select Sector Fund – Energy Select Sector	88.38	-0.70	-0.79	185.6K
(NYSE:XLF)	SPDR Select Sector Fund – Financial	54.00	-0.06	-0.12	248.3K
(NYSE:XLI)	SPDR Select Sector Fund – Industrial	151.38	-0.11	-0.08	1.7K
(NYSE:XLC)	The Communication Services Select Sector SPDR Fund	114.00	-0.08	-0.08	1.6K

Pulled from Benzinga Pro data this sector movers alert provides traders with a compiled way to read macro-level market trends. Investors garner a particular interest in sector movers to better determine sectors that are over- or under-performing to make better investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.

To read more about sector movers, click here.

The global nuclear energy leaders have met in London, where the World Nuclear Association (WNA) is currently hosting its 50th Symposium. According to these experts, the electricity consumption by data centers next year will be roughly equivalent to that of the country of Japan. 

Thus, they believe that tripling capacity by 2050 is the bare minimum required, but a looming uranium shortage is threatening to derail the nuclear energy renaissance. As demand for fuel rises sharply, supplies from existing mines are set to decline.

Output from today’s deposits is expected to halve between 2030 and 2040 as resources are depleted, leaving what it calls a “significant gap” just as global capacity is projected to expand. The Financial Times noted that the WNA has urged miners to accelerate exploration and investment to avert a crunch that could derail nuclear’s role in meeting surging global energy needs.

Also Read: Trump’s Nuclear Drive Fuels VanEck Uranium ETF 44% Rally As Microsoft, Google, Nvidia Chase AI-Powered Energy Boom

The explosion of data centers and artificial intelligence infrastructure is creating a steep rise in baseload power needs. Nuclear is one of the few scalable, low-carbon options. Global uranium demand for reactors is forecast to climb from 65,000 tons today to 86,000 tons by 2030 and 150,000 tons by 2040.

Despite the bullish demand outlook, supply constraints remain stubborn. Uranium mining is uniquely challenging to scale: projects can take 10 to 20 years to move from discovery to production, and costs are high. The industry is also unusual in the way its financing works.

Unique Financing Angle

Unlike copper or gold, uranium can be financed with long-term contracts signed years before production begins. Utilities, which cannot afford interruptions in fuel supply, commit to multi-year delivery agreements at fixed or indexed prices. These contracts then serve as collateral for bank financing, de-risking projects that would otherwise be speculative.

Bannerman Energy (OTCQX:BNNLF) is one of the latest examples of such a deal. The Australia-listed miner signed agreements with two major North American utilities to deliver one million pounds of uranium starting in 2029.

The contracts, covering five years, lock in base pricing with escalation provisions and give banks the confidence that revenue streams will be predictable. This situation allows Bannerman to advance its Etango project in Namibia, expected to be one of Africa’s most significant uranium mines.

Domestic Market Opportunity

Large-scale expansion plans are underway in the domestic U.S market. Former energy secretary Rick Perry and several private developers have unveiled ambitious plans for reactor complexes to serve both power grids and technology firms.

Despite stark political divides, both the Biden and Trump administrations have taken steps to incentivize nuclear buildout with subsidies and permitting reforms. States like New York and Texas are embracing nuclear as a critical part of their long-term energy mix, and tech leaders such as Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta (NASDAQ:META) are contracting directly with operators to extend the life of reactors or restart shuttered plants.

“There is more opportunity for nuclear innovators now than even during the dawn of the commercial nuclear age in the 1960s,” Clay Sell, CEO of X-energy, said per The Economist.

“This is the time when new models and new ideas can actually reshape the industry,” he added.

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• World Gold Council Proposes Digital Gold Overhaul

Photo via Shutterstock

Gainers

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLY)	SPDR Select Sector Fund – Consumer Discretionary	233.0800	2.140	0.92	1.1K
(NYSE:XLI)	SPDR Select Sector Fund – Industrial	150.2206	0.421	0.28	1.8K
(NYSE:XLF)	SPDR Select Sector Fund – Financial	53.6100	0.110	0.20	167.6K
(NYSE:XLP)	SPDR Select Sector Fund – Consumer Staples	80.6700	0.080	0.09	8.7K
(NYSE:XLRE)	Real Estate Select Sector SPDR Fund (The)	41.5000	0.020	0.04	814

Losers

Symbol	Name	Price	Change ($)	Change (%)	Volume
(NYSE:XLK)	SPDR Select Sector Fund – Technology	260.57	-0.78	-0.30	6.0K
(NYSE:XLU)	SPDR Select Sector Fund – Utilities	83.65	-0.18	-0.22	4.8K
(NYSE:XLE)	SPDR Select Sector Fund – Energy Select Sector	88.33	-0.16	-0.19	24.0K

Pulled from Benzinga Pro data the above sector movers alert assists traders in understanding macro-level trends and market variations. Traders will look for sector movers providing information on sectors that are over- or under-performing, deriving these results into investing decisions on exchange-traded funds (ETFs) or individual tickers in those sectors.

For more information on sector movers, click here.

The software infrastructure sector is showing signs of robust momentum, with several companies breaking into the top 10% of momentum rankings, as highlighted in the latest market data.

3 Software Infrastructure Stocks With Strong Momentum

Among them, Intrusion Inc. (NASDAQ:INTZ), Katapult Holdings Inc. (NASDAQ:KPLT), and PaySign Inc. (NASDAQ:PAYS) have demonstrated significant upward shifts in their momentum scores, signaling potential opportunities for investors.

Intrusion

• INTZ has posted a modest yet notable momentum score increase from 89.19 to 91.50, a delta of 2.31.

• With a market cap of approximately $33.43 million, this technology company specializing in cybersecurity solutions is gaining traction. Its software infrastructure focuses on real-time threat detection, which aligns with growing demand for security in an increasingly digital world.

• The stock has declined 55.56% year-to-date, but it was up 50.00% over a year.

• It maintains a stronger price trend over the long term but a weak trend in the short and medium term, with a poor growth ranking. Additional performance details are available here.

See Also: 3 Oil & Gas Stocks Too Cheap To Ignore

Katapult Holdings

• KPLT stands out with a more significant momentum score jump, rising from 76.29 to 90.94, a delta of 14.65.

• This $91.39 million market cap company provides e-commerce point-of-sale financing solutions, enabling flexible payment options for consumers.

• Higher by 213.70% YTD, the stock was up 80.27% over the year.

• With a moderate value ranking, this stock maintained a stronger price trend over the short, medium, and long terms. Additional performance details are available here.

PaySign

• PAYS also shows promise, with its momentum score climbing from 89.57 to 89.89, a delta of 0.32.

• With a market cap of $284.78 million, PaySign offers prepaid card programs and payment processing solutions..

• The stock advanced 84.97% YTD and 18.34% over the year.

• While this stock had a poor value ranking, it had a weak price trend in the short term but a stronger trend in the medium and long terms. Additional performance details are available here.

What Does Momentum Ranking Entail?

Momentum, as defined by Benzinga’s Edge Stock Rankings methodology, measures a stock’s relative strength based on price movement patterns and volatility over multiple timeframes, ranked on a percentile basis against peers.

These three software infrastructure stocks are flashing strong momentum signals, supported by their improved percentile rankings. Investors may find these companies worth watching as their price strength and market positioning continue to align with favorable sector trends.

Price Action

The SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, rose in premarket on Thursday. The SPY was up 0.095% at $644.35, while the QQQ advanced 0.16% to $571.01, according to Benzinga Pro data.

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• 3 Bitcoin Treasury Firms Show Improving Price Trends, Strong Momentum Signals

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Photo: Shutterstock

Science Applications International Corporation (NASDAQ:SAIC) will release earnings results for the second quarter, before the opening bell on Thursday, Sept. 4.

Analysts expect the Reston, Virginia-based company to report quarterly earnings at $2.24 per share, up from $2.05 per share in the year-ago period. Science Applications International is expected to report quarterly revenue of $1.86 billion, compared to $1.82 billion a year earlier, according to data from Benzinga Pro.

On Aug. 29, SAIC announced today that the company’s board of directors declared a cash dividend of 37 cents per share.

Science Applications International shares fell 3.5% to close at $114.11 on Wednesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

• Truist Securities analyst Tobey Sommer maintained a Hold rating and raised the price target from $100 to $110 on July 24, 2025. This analyst has an accuracy rate of 73%.
• Stifel analyst Jonathan Siegmann reinstated a Buy rating with a price target of $130 on June 24, 2025. This analyst has an accuracy rate of 70%.
• Barclays analyst David Strauss maintained an Equal-Weight rating and cut the price target from $115 to $105 on June 9, 2025. This analyst has an accuracy rate of 73%.
• Wells Fargo analyst Matthew Akers maintained an Overweight rating and raised the price target from $132 to $137 on June 4, 2025. This analyst has an accuracy rate of 77%.
• Jefferies analyst Sheila Kahyaoglu maintained a Hold rating and raised the price target from $120 to $130 on May 15, 2025. This analyst has an accuracy rate of 76%

Considering buying SAIC stock? Here’s what analysts think:

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Photo via Shutterstock

Semiconductor giant Broadcom Inc (NASDAQ:AVGO) reports third-quarter financial results after market close on Thursday.

Here’s a look at the earnings estimates, what experts are saying and the key items to watch.

Earnings Estimates: Analysts expect Broadcom to report third-quarter revenue of $15.83 billion, up from $13.83 billion in last year’s third quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in two straight quarters and in eight of the last 10 quarters overall.

Analysts expect Broadcom to report third-quarter earnings per share of $1.65, up from $1.24 in last year’s third quarter.

The company has beaten analyst estimates for earnings per share in two straight quarters, and in nine of the last 10 quarters overall.

Guidance from Broadcom calls for third-quarter revenue of $15.8 billion.

Read Also: September Effect Starts Month With Decline After August Saw 5 New All-Time Highs: ‘Worst Month For The Market, Period’

What Experts Are Saying

Broadcom’s stock, while impressive in 2025, is overshadowed by its larger semiconductor rival, NVIDIA Corporation (NASDAQ:NVDA).

“Broadcom is basically Nvidia’s baby brother,” Freedom Capital Markets Chief Market Strategist Jay Woods said in a weekly newsletter.

While it is smaller in market capitalization, Broadcom has similar qualities, according to Woods.

“It is in the $1 trillion market cap club, a top holding in both the Semiconductor ETF (NYSE:SMH), the Technology ETF (NASDAQ:XLK) and the Nasdaq 100 (NASDAQ:QQQ).”

Broadcom is up around 650% from its 2022 lows, which is lower than the 1,500%-plus gains in Nvidia stock. Yet, in recent months, the firm outperformed with a 94% gain, beating Nvidia’s increase of 45%, Woods said.

“The semiconductor company has grown mightily in Nvidia’s shadows for years now.”

Looking at the stock chart, Woods said Broadcom stock has “clear support” at the $285 level. The shares have been consolidating between $285 and $310.

Analysts have been raising their price targets on Broadcom stock heading into the earnings print. Here are recent analyst ratings on Broadcom and their price targets:

• Morgan Stanley: Maintained Overweight rating, raised price target from $338 to $357
• Oppenheimer: Maintained Outperform rating, raised price target from $305 to $325
• UBS: Maintained Buy rating, raised price target from $290 to $345
• Piper Sandler: Maintained Overweight rating, raised price target from $300 to $315

Key Items to Watch

The earnings report comes after Nvidia displayed a strong beat and raise quarter.

Broadcom is also partnering with Nvidia, having recently extended its collaboration, with support for Blackwell GPUs. Broadcom is

The latest earnings report could show how the partnership and demand for Nvidia is helping Broadcom. The company will also likely try to distance itself from relying on Nvidia from growth and offer highlights of how it is looking to better compete with other semiconductor companies.

In the second quarter, Broadcom reported 20% revenue growth with momentum for its AI solutions a key growth item.

AI revenue was up 46% year-over-year for Broadcom in the second quarter, hitting $4.4 billion.

“We expect growth in AI semiconductor revenue to accelerate to $5.1 billion in Q3, delivering ten consecutive quarters of growth,” CEO Hock Tan said.

With AI revenue broken out and guidance given, this could be one of the key figures that analysts and investors zero in on in the quarterly results.

AVGO Price Action: AVGO stock is up 0.6% to $300.02 on Wednesday and up 29.3% year-to-date in 2025. Its 52-week trading range ranges from $134.91 to $317.35. Broadcom stock is

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