Caesars: The Dip Has Dipped Low Enough To Jump Into A Top Legacy Casino Stock — Positive
CZR Seeking Alpha — August 04, 2025Caesars is trading near its bottom, presenting a potential value opportunity for investors. I expect Caesars to generate $2 billion in free cash flow, enabling accelerated debt repayments by 2027. By the end of Q2 2026, the market should recognize and reward this improved financial position.

AMD Outperforming NVIDIA: What's Behind It and Can It Continue? — Positive
AMD MarketBeat — August 04, 2025Earlier this year, NVIDIA Corp. NASDAQ: NVDA became the world's first $4 trillion company, rising to the top of the Magnificent Seven on the back of a 30% year-to-date (YTD) gain. Few companies have become more synonymous with artificial intelligence than NVIDIA, and investors certainly aren't crying poor over a 30% gain in just seven months.

TAL Education's Resurgence: Newfound Profitability Could Help Fuel Further Growth — Positive
TAL Seeking Alpha — August 04, 2025TAL Education is a key player in EdTech, notably through its afterschool programs and strong revenue base in China. I am closely watching TAL's international expansion efforts, which could diversify growth beyond the domestic market. Growth prospects remain a central focus, with questions about the sustainability of demand and regulatory headwinds.

Pagaya offers a value-oriented AI fintech play, benefiting from secular AI tailwinds and a growing partner ecosystem, though not a high-conviction buy. Growth is stabilizing at high teens, with improving margins and a defensible data-driven moat, but competition and lack of explosive growth temper enthusiasm. Valuation is reasonable at 2.17x EV/forward revenue, reflecting recent profitability and US expansion, yet leaves room for further rerating.

Dayforce Set to Report Q2 Earnings: What's in Store for the Stock? — Positive
DAY Zacks Investment Research — August 04, 2025DAY's second-quarter 2025 results are likely to benefit from an expanding clientele and a strong portfolio.

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: HilleVax, Inc. (Nasdaq – HLVX), Steelcase Inc. (NYSE – SCS), LAVA Therapeutics N.V. (Nasdaq – LVTX), Arcadia Biosciences, Inc. (Nasdaq – RKDA) — Neutral
HNI GlobeNewsWire — August 04, 2025BALA CYNWYD, Pa., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky ([email protected]) or Marc Ackerman ([email protected]) at 855-576-4847. There is no cost or financial obligation to you.

Altria offers a strong, sustainable 6.5% dividend yield, supported by robust earnings and disciplined capital allocation. Growth in alternative tobacco, especially oral and e-Vapor products, offsets declines in traditional smokeables and secures long-term business viability. Despite industry headwinds, Altria delivers 8.3% YoY EPS growth and raises guidance, trading at an attractive 11.5x P/E ratio.

2 Call Writing Funds Delivering Steady Monthly Income With Different Strategies — Positive
AAPL AMZN Seeking Alpha — August 04, 2025Closed-end funds (CEFs) that write call options can offer attractive monthly distributions to their investors. Thanks to discounts for CEFs, these distributions can be 'boosted' when compared to what the actual underlying NAV distribution rate becomes. Writing calls can take the form of writing against individual holdings or indexes.

Energizer Holdings, Inc. (ENR) Q3 2025 Earnings Call Transcript — Neutral
ENR Seeking Alpha — August 04, 2025Energizer Holdings, Inc. (NYSE:ENR ) Q3 2025 Earnings Conference Call August 4, 2025 10:00 AM ET Company Participants John J. Drabik - Executive VP & CFO Jonathan P.

Bernstein's Stacy Rasgon: Here's what to expect for AMD earnings — Neutral
AMD CNBC Television — August 04, 2025Stacy Rasgon, Bernstein managing director, joins CNBC's 'Squawk on the Street' to discuss reactions to semiconductor earnings, expectations for AMD results, and much more.

Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst — Positive
NVDA Benzinga — August 04, 2025BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp NVDA with a price target of $220 on Monday.

Tesla's Regulatory Credit Cash Cow Is Fading Fast: Why it Matters — Neutral
TSLA Zacks Investment Research — August 04, 2025TSLA's regulatory credit revenues plunged 50% YoY in Q2 2025. Policy shifts and rising EV competition could erode this key profit pillar.

Nearly 3,200 Boeing workers who build fighter jets are now on strike — Negative
BA Fast Company — August 04, 2025Boeing workers who build fighter jets went on strike Monday at midnight Central Daylight Time.About 3,200 workers at Boeing facilities in St. Louis; St. Charles, Missouri; and Mascoutah, Illinois, voted to reject a modified four-year labor agreement with Boeing, the International Association of Machinists and Aerospace Workers union said Sunday.In a post on X, the union said: “3,200 highly-skilled IAM Union members at Boeing went on strike at midnight because enough is enough.”The vote followed members' rejection last week of an earlier proposal from the troubled aerospace giant, which had included a 20% wage increase over four years.

Xerox Holdings Stock Declines 2.8% Since Q2 Earnings Miss — Negative
XRX Zacks Investment Research — August 04, 2025XRX posts a Q2 loss and shrinking margins, missing estimates for both earnings and revenues as shares tumble 2.8% post-earnings.

Wix to Announce Q2 Earnings: Key Insights Ahead of the Release — Positive
WIX Zacks Investment Research — August 04, 2025Wix rides AI momentum with Wixel, new partnerships and strategic buyouts to boost digital creation and enterprise growth in Q2 2025.

TPC to Report Q2 Earnings: Buy or Sell This Construction Stock? — Negative
TPC Zacks Investment Research — August 04, 2025Tutor Perini Q2 earnings may rise on infrastructure strength, but margin headwinds and Building segment weakness cloud the outlook.

Utilities Witness Longest Win Streak Since 2009: ETFs to Play — Positive
UTES Zacks Investment Research — August 04, 2025Utilities ETFs like UTES, FXU and FUTY soared in July as the sector recorded its strongest streak since 2009.

SM Energy (SM) Reports Q2 Earnings: What Key Metrics Have to Say — Positive
SM Zacks Investment Research — August 04, 2025Although the revenue and EPS for SM Energy (SM) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Tesla Board Approves Elon Musk Stock Award Worth $29B — Positive
TSLA Investopedia — August 04, 2025The world's richest man just got a lot richer.

Deadline Alert: iRobot Corporation (IRBT) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit — Neutral
IRBT GlobeNewsWire — August 04, 2025LOS ANGELES, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming September 5, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired iRobot Corporation (“iRobot” or the “Company”) (NASDAQ: IRBT) securities between January 29, 2024 and March 11, 2025, inclusive (the “Class Period”).
