AST SpaceMobile Is Nearing Launch: Premium Has Extended Far Beyond Its Trajectory — Positive
ASTS Seeking Alpha — August 04, 2025AST 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.

3 Stocks to Watch in August: McDonald's, Walmart, and Nvidia — Neutral
MCD NVDA WMT Barrons — August 04, 2025Earnings this month have stories to tell about consumers, tariffs and artificial intelligence.

Tesla gives CEO Elon Musk $29 billion incentive to stay at helm — Positive
TSLA Fast Company — August 04, 2025Tesla 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.

Rockwell Automation Stock Set to Report Q3 Earnings: What to Expect? — Neutral
ROK Zacks Investment Research — August 04, 2025ROK's Q3 results may show margin strain and soft demand, but pricing actions could help offset earnings pressure.

B2Gold Set to Report Q2 Earnings: What's in Store for the Stock? — Positive
BTG Zacks Investment Research — August 04, 2025BTG's Q2 earnings are likely to have surged on higher gold prices and output, though rising costs are expected to have pressured margins.

Global Payments to Report Q2 Earnings: Here Are the Estimates — Positive
GPN Zacks Investment Research — August 04, 2025GPN is likely to report second-quarter earnings with 3.4% year-over-year growth expected, but rising costs may weigh on overall profit gains.

Final Trades: Delta Air Lines, Tesla, Idexx Lab and the IYF — Neutral
DAL IDXX IYF TSLA CNBC Television — August 04, 2025The Investment Committee gives you their top stocks to watch for the second half.

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.

Cooper-Standard Ups '25 EBITDA View After Posting Narrower Y/Y Q2 Loss — Negative
CPS Zacks Investment Research — August 04, 2025CPS posts narrower y/y Q2 loss on cost savings and raises the 2025 EBITDA guidance despite flat sales and industry headwinds.

Can Fidelity National Beat Q2 Earnings on Capital Market Strength? — Positive
FIS Zacks Investment Research — August 04, 2025FIS is likely to beat second-quarter earnings forecasts, driven by strength in Capital Market and Banking Solutions operations.

3 Reasons Growth Investors Will Love Heico (HEI) — Positive
HEI Zacks Investment Research — August 04, 2025Heico (HEI) possesses solid growth attributes, which could help it handily outperform the market.

3 Reasons Why Growth Investors Shouldn't Overlook Federal Signal (FSS) — Positive
FSS Zacks Investment Research — August 04, 2025Federal Signal (FSS) could produce exceptional returns because of its solid growth attributes.

Here is Why Growth Investors Should Buy ITT (ITT) Now — Positive
ITT Zacks Investment Research — August 04, 2025ITT (ITT) could produce exceptional returns because of its solid growth attributes.

Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive
WT Zacks Investment Research — August 04, 2025WisdomTree, Inc. (WT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Here is Why Growth Investors Should Buy Houlihan Lokey (HLI) Now — Positive
HLI Zacks Investment Research — August 04, 2025Houlihan Lokey (HLI) could produce exceptional returns because of its solid growth attributes.

Looking for a Growth Stock? 3 Reasons Why Microsoft (MSFT) is a Solid Choice — Positive
MSFT Zacks Investment Research — August 04, 2025Microsoft (MSFT) could produce exceptional returns because of its solid growth attributes.

Here is Why Growth Investors Should Buy Progressive (PGR) Now — Positive
PGR Zacks Investment Research — August 04, 2025Progressive (PGR) possesses solid growth attributes, which could help it handily outperform the market.

3 Reasons Growth Investors Will Love Tetra (TTEK) — Positive
TTEK Zacks Investment Research — August 04, 2025Tetra (TTEK) could produce exceptional returns because of its solid growth attributes.

3 Reasons Growth Investors Will Love Spok (SPOK) — Positive
SPOK Zacks Investment Research — August 04, 2025Spok (SPOK) is well positioned to outperform the market, as it exhibits above-average growth in financials.

3 Reasons Why Growth Investors Shouldn't Overlook Chefs' Warehouse (CHEF) — Positive
CHEF Zacks Investment Research — August 04, 2025Chefs' Warehouse (CHEF) possesses solid growth attributes, which could help it handily outperform the market.
