AST SpaceMobile, Inc. is executing on government contracts and expects to begin commercial network offerings towards the end of eFY26. Despite operational progress and revenue ramp from government deals, capital costs and dilution risks remain high as the constellation is built out. ASTS' stock valuation is stretched at 2534x price/sales, even on forward estimates, with shares still trading at 188x price/sales for eFY25, far above reasonable levels.

image for news AST SpaceMobile Is Nearing Launch: Premium Has Extended Far Beyond Its Trajectory

3 Stocks to Watch in August: McDonald's, Walmart, and Nvidia — Neutral

MCD  NVDA  WMT   Barrons — August 04, 2025

Earnings this month have stories to tell about consumers, tariffs and artificial intelligence.

image for news 3 Stocks to Watch in August: McDonald's, Walmart, and Nvidia

Tesla gives CEO Elon Musk $29 billion incentive to stay at helm — Positive

TSLA   Fast Company — August 04, 2025

Tesla has granted CEO Elon Musk shares worth about $29 billion, in a new pay deal aimed at keeping the billionaire entrepreneur at the helm during a crucial pivot from its struggling core auto business to robotaxis and humanoid robots.

image for news Tesla gives CEO Elon Musk $29 billion incentive to stay at helm

Rockwell Automation Stock Set to Report Q3 Earnings: What to Expect? — Neutral

ROK   Zacks Investment Research — August 04, 2025

ROK's Q3 results may show margin strain and soft demand, but pricing actions could help offset earnings pressure.

image for news Rockwell Automation Stock Set to Report Q3 Earnings: What to Expect?

B2Gold Set to Report Q2 Earnings: What's in Store for the Stock? — Positive

BTG   Zacks Investment Research — August 04, 2025

BTG's Q2 earnings are likely to have surged on higher gold prices and output, though rising costs are expected to have pressured margins.

image for news B2Gold Set to Report Q2 Earnings: What's in Store for the Stock?

Global Payments to Report Q2 Earnings: Here Are the Estimates — Positive

GPN   Zacks Investment Research — August 04, 2025

GPN is likely to report second-quarter earnings with 3.4% year-over-year growth expected, but rising costs may weigh on overall profit gains.

image for news Global Payments to Report Q2 Earnings: Here Are the Estimates

Final Trades: Delta Air Lines, Tesla, Idexx Lab and the IYF — Neutral

DAL  IDXX  IYF  TSLA   CNBC Television — August 04, 2025

The Investment Committee gives you their top stocks to watch for the second half.

image for news Final Trades: Delta Air Lines, Tesla, Idexx Lab and the IYF

Wayfair Sets Table for AI as Revenues Rise 5% — Positive

W   PYMNTS — August 04, 2025

Home furnishings giant Wayfair is leaning into artificial intelligence (AI) amid an uptick in revenues. The company on Monday (Aug. 4) reported earnings showing revenue of $3.3 billion for the quarter, a 5% increase and Wayfair's strongest metrics in four years.

image for news Wayfair Sets Table for AI as Revenues Rise 5%

Cooper-Standard Ups '25 EBITDA View After Posting Narrower Y/Y Q2 Loss — Negative

CPS   Zacks Investment Research — August 04, 2025

CPS posts narrower y/y Q2 loss on cost savings and raises the 2025 EBITDA guidance despite flat sales and industry headwinds.

image for news Cooper-Standard Ups '25 EBITDA View After Posting Narrower Y/Y Q2 Loss

Can Fidelity National Beat Q2 Earnings on Capital Market Strength? — Positive

FIS   Zacks Investment Research — August 04, 2025

FIS is likely to beat second-quarter earnings forecasts, driven by strength in Capital Market and Banking Solutions operations.

image for news Can Fidelity National Beat Q2 Earnings on Capital Market Strength?

3 Reasons Growth Investors Will Love Heico (HEI) — Positive

HEI   Zacks Investment Research — August 04, 2025

Heico (HEI) possesses solid growth attributes, which could help it handily outperform the market.

image for news 3 Reasons Growth Investors Will Love Heico (HEI)

3 Reasons Why Growth Investors Shouldn't Overlook Federal Signal (FSS) — Positive

FSS   Zacks Investment Research — August 04, 2025

Federal Signal (FSS) could produce exceptional returns because of its solid growth attributes.

image for news 3 Reasons Why Growth Investors Shouldn't Overlook Federal Signal (FSS)

Here is Why Growth Investors Should Buy ITT (ITT) Now — Positive

ITT   Zacks Investment Research — August 04, 2025

ITT (ITT) could produce exceptional returns because of its solid growth attributes.

image for news Here is Why Growth Investors Should Buy ITT (ITT) Now

Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive

WT   Zacks Investment Research — August 04, 2025

WisdomTree, Inc. (WT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes"

Here is Why Growth Investors Should Buy Houlihan Lokey (HLI) Now — Positive

HLI   Zacks Investment Research — August 04, 2025

Houlihan Lokey (HLI) could produce exceptional returns because of its solid growth attributes.

image for news Here is Why Growth Investors Should Buy Houlihan Lokey (HLI) Now

Looking for a Growth Stock? 3 Reasons Why Microsoft (MSFT) is a Solid Choice — Positive

MSFT   Zacks Investment Research — August 04, 2025

Microsoft (MSFT) could produce exceptional returns because of its solid growth attributes.

image for news Looking for a Growth Stock? 3 Reasons Why Microsoft (MSFT) is a Solid Choice

Here is Why Growth Investors Should Buy Progressive (PGR) Now — Positive

PGR   Zacks Investment Research — August 04, 2025

Progressive (PGR) possesses solid growth attributes, which could help it handily outperform the market.

image for news Here is Why Growth Investors Should Buy Progressive (PGR) Now

3 Reasons Growth Investors Will Love Tetra (TTEK) — Positive

TTEK   Zacks Investment Research — August 04, 2025

Tetra (TTEK) could produce exceptional returns because of its solid growth attributes.

image for news 3 Reasons Growth Investors Will Love Tetra (TTEK)

3 Reasons Growth Investors Will Love Spok (SPOK) — Positive

SPOK   Zacks Investment Research — August 04, 2025

Spok (SPOK) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Growth Investors Will Love Spok (SPOK)

3 Reasons Why Growth Investors Shouldn't Overlook Chefs' Warehouse (CHEF) — Positive

CHEF   Zacks Investment Research — August 04, 2025

Chefs' Warehouse (CHEF) possesses solid growth attributes, which could help it handily outperform the market.

image for news 3 Reasons Why Growth Investors Shouldn't Overlook Chefs' Warehouse (CHEF)