Tariffs on new cars are driving up prices, boosting demand and prices for used vehicles, which benefits CarMax's core business. CarMax is attractively valued with solid revenue growth, but faces significant risks from its large auto loan portfolio and rising delinquencies. Despite recent stock declines and credit quality concerns, I rate KMX a buy, but recommend only moderate investment due to high risk.

I reiterate my buy rating on Palantir after a blowout Q2 2025, with raised FY 2025 guidance and exceptional US commercial growth. Profitability and growth are on the rise: Rule of 40 hit 94 (+1,100 bps q/q) on expanding adjusted operating margins, with Q2 finally topping $1B revenue for the first time. The government pipeline is strong: $218M with the Space Force, Maven ceiling +$795M over 4 years, and a 10-year Army enterprise agreement of up to $10B.

Short-term market fluctuations can be stressful, there's no doubt about that. The good news is, long-term investors are in a better position to weather these storms.

Palantir's (NYSE: PLTR) share price shows no signs of slowing, but concerns persist over its high valuation.

I reiterate my buy recommendation for MercadoLibre after Q2, supported by strong revenue growth and robust fintech performance, especially in Argentina. The company's margin sacrifice is a strategic move for customer loyalty and market share, not a sign of weakness, and can be reversed if needed. Valuation using a 5-year DCF model indicates a fair value of $2,705 per share, offering a 16.8% upside and an attractive risk-reward profile.

Corning delivered strong Q2 2025 results, with double-digit revenue growth driven by AI and solar segments, and solid profitability improvements. Despite impressive performance and promising catalysts ahead, the stock's 65% surge in four months has pushed valuation to stretched levels. Key risks include high debt, slower R&D growth, tariff exposure, and potential demand pull-forward in Display and Gorilla Glass segments.

Not all dividends are paid out equally; some companies try to create a “trap” by overpaying on a quarter's dividend, attracting buyers through a short-term high dividend yield that seems too good to pass up. The realization comes much later, though, that these companies can't afford these payouts, straining the financial profile altogether and having to decrease or cancel these dividends later.

The tech sector has had a roller coaster of a year. The tech-heavy Nasdaq Composite , one of the U.S. stock market's three main indexes, lost 20% of its value from the start of the year through April 8.

High-yield ETFs are funds designed to provide investors with above-average income compared to traditional equity ETFs. They typically achieve this by focusing on dividend- paying stocks or income-generating strategies.

Warrior Met Coal boasts strong margins, low transport costs, and a robust balance sheet, outperforming peers despite weak coking coal prices. Q2 2025 results beat expectations with higher EBITDA and improved cash margins, aided by cost reductions and increased sales guidance. Blue Creek project is ahead of schedule, set to boost production and EBITDA by 50-60%, supporting future growth.

I rate GRID a strong buy due to its direct focus on smart grid solutions, which are central to the modernization of global energy infrastructure. GRID offers diversified exposure to leading companies in automation and energy management, benefiting from massive government-backed modernization programs worldwide. The smart grid industry is projected to grow at a 16.9% CAGR, far outpacing broader infrastructure, supporting GRID's superior long-term performance potential.

Choice Hotels delivered mixed Q2 results, with RevPAR declines offset by growth in rooms and higher royalty rates, maintaining resilient cash flow. The Extended Stay and Economy segments continue to show defensive strength, while international expansion—especially in China and Poland—drives future growth. The acquisition of Choice Canada enhances control and flexibility, supporting room growth and royalty optimization in a resilient segment.

Two things happened to Apple (NASDAQ: AAPL) last week.

Arcus Biosciences is at a critical juncture, with multiple late-stage assets and a cash position nearly equal to its market cap. Casdatifan shows best-in-class potential in renal cell carcinoma, with pivotal Phase 3 data expected within 12 months to determine commercial viability. Ongoing Phase 3 studies for domvanalimab and quemliclustat offer significant catalysts, with key data readouts anticipated in 2026.

Easterly Government Properties offers a reliable, mission-critical government tenant base, providing stable cash flow and downside protection across economic cycles. Easterly Government Properties stock trades at a historically low P/FFO multiple, despite strong fundamentals and a conservative payout ratio, signaling significant undervaluation. A recent dividend cut aligns DEA with peers, freeing up cash for growth and supporting long-term FFO per share expansion.

The summer of 2025 is flying by, and investors have been treated to some wild swings across this year's trading. Despite some big instances of volatility and risk factors along macroeconomic and geopolitical lines, the S&P 500 has risen roughly 7% across 2025's trading and isn't far removed from its all-time high.

PLTR remains a highly contested stock, with the only hindrance to its compelling high-growth, profitable investment thesis being its meme-like exuberance and stock valuations. With retail investors increasingly feeding its upward momentum, it goes without saying the stock may continue to chart new heights, thanks to the improved liquidity during an uncertain market environment. This is especially since PLTR continues to report robust FQ2'25 metrics and rich Rule of 40 outperformance at 94% while raising FY2025 guidance.

Companhia Paranaense de Energia - COPEL (NYSE:ELP ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Daniel Pimentel Slaviero - CEO & Member of Executive Board Felipe Gutterres - Director of Investor Relations & Director of Finance (CFO) Marco Villela De Abreu - Corporate Participant Rodolfo Lima - Corporate Participant Conference Call Participants Andre Sampaio - Santander Investment Securities Inc., Research Division Bruno Amorim - Goldman Sachs Group, Inc., Research Division Luiza Candiota - Unidentified Company Maria Carolina Carneiro - J. Safra Corretora de Valores e Cambio Ltda, Research Division Operator Good morning, ladies and …

Gogo Inc. (NASDAQ:GOGO ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants Christopher J. Moore - CEO & Director William G.

Tesla Robotaxi has been operating a limited ride-hailing service in Austin since June. A new Texas state law requires companies to get a permit to operate driverless vehicles.