Everspin Appoints Sean Dougherty Vice President of Sales — Neutral
MRAM Business Wire — August 04, 2025CHANDLER, Ariz.--(BUSINESS WIRE)--Everspin Technologies, Inc. (NASDAQ: MRAM), the world's leading developer and manufacturer of magnetoresistive random access memory (MRAM), announced today the appointment of Sean Dougherty as Vice President of Sales, effective immediately. Dougherty brings over two decades of experience in the semiconductor industry, spanning engineering, customer enablement, and global sales leadership roles. Most recently, he served as Chief Revenue Officer of Intel's Altera.

Playboy Launches “The Great Playmate Search” — A Global Digital Casting Call for Both the 2026 Playmate and Inside Cover — Neutral
PLBY GlobeNewsWire — August 04, 2025LOS ANGELES, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Playboy, Inc. (Nasdaq: PLBY) (the “Company” or “Playboy”), a leading pleasure and leisure lifestyle company and one of the most recognizable and iconic brands in the world, today announced the launch of “The Great Playmate Search,” a global digital casting call to identify the 2026 Playmate of the Month and inside cover star as part of the brand's highly anticipated relaunch of Playboy magazine. This marks the return of one of Playboy's most celebrated traditions — the Playmate of the Month — with a fully digital, fan-engaged competition designed to give women …

Berkshire Hathaway Specialty Insurance Launches Program Business in Canada With David Tran at the Helm — Neutral
BRK-A BRK-B Business Wire — August 04, 2025BOSTON & TORONTO--(BUSINESS WIRE)--Berkshire Hathaway Specialty Insurance Launches Program Business in Canada With David Tran at the Helm.

Quanterix Announces Cooperation Agreement with Kent Lake Capital — Neutral
QTRX Business Wire — August 04, 2025BILLERICA, Mass.--(BUSINESS WIRE)--Quanterix Corporation (“Quanterix” or the “Company”) (NASDAQ: QTRX), a company fueling scientific discovery through ultrasensitive biomarker detection, today announced that it has entered into a cooperation agreement (the “Agreement”) with Kent Lake Partners LP (together with its affiliates, “Kent Lake”). The Company has committed to appointing a new independent director by December 1, 2025. The new director will be identified through a comprehensive search pr.

Marsh & McLennan: An Undervalued Stock With Double-Digit Dividend Growth — Positive
MMC Seeking Alpha — August 04, 2025Marsh & McLennan has increased its dividend for 16 consecutive years. Its 10-year dividend growth rate is an impressive 11.1%. Marsh & McLennan has a good financial position. The long-term debt/equity ratio is 1.4, while the interest coverage ratio is almost 9. It is a high-quality firm, deftly balancing a terrific insurance brokerage business with a high-margin consultancy business.

Davis Commodities Assesses Stablecoin Settlement and CFD Platform to Advance Digitized Agri-Trade Across Emerging Markets — Neutral
DTCK GlobeNewsWire — August 04, 2025SINGAPORE, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Davis Commodities Limited (Nasdaq: DTCK), a Nasdaq-listed agricultural trading firm headquartered in Singapore, announced that it is reviewing the potential development of a stablecoin-enabled settlement infrastructure and a multi-region CFD (Contract for Difference) trading framework as part of its digital capital market strategy. These early-stage initiatives reflect Davis Commodities' intent to explore more efficient, transparent, and ESG-aligned commodity finance models—particularly across high-growth, underbanked markets in Africa, Latin America, and Southeast Asia.

New Week, More Tariff News & PLTR Earnings Kick Off Busy Stretch — Neutral
PLTR Schwab Network — August 04, 2025Kevin Hincks says the market "tantrum" is "subsiding" as interest rates have come down following the July jobs data sell-off last week. He's pointing to the pullbacks in yields, the U.S. dollar and crude oil as components helping lift equity futures Monday morning.

Consider This Bank ETF Before The Fed Cuts Rate This Fall — Positive
KBWB MarketBeat — August 04, 2025The Federal Reserve's July FOMC meeting came and passed precisely as expected: without any change to its benchmark effective federal funds rate (EFFR).

Huntsman's Earnings and Revenues Lag Estimates in Q2, Down Y/Y — Negative
HUN Zacks Investment Research — August 04, 2025HUN posts wider-than-expected Q2 loss and lower revenues, hit by weak construction and industrial demand and reduced prices.

Twist Bioscience (TWST) Reports Q3 Loss, Tops Revenue Estimates — Negative
TWST Zacks Investment Research — August 04, 2025Twist Bioscience (TWST) came out with a quarterly loss of $0.47 per share versus the Zacks Consensus Estimate of a loss of $0.54. This compares to a loss of $0.86 per share a year ago.

NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Attempt to Recover Early on Monday — Positive
IVV SPLG SPXL SPY SSO UPRO VOO FXEmpire — August 04, 2025The premarket session on Monday has been somewhat positive in the US indices, as the markets are trying to recover from the massive selloff on Friday.

Warren Buffett's Berkshire Hathaway is so big it's like a mini US economy. It just said where it's feeling the tariff pain. — Negative
BRK-A BRK-B Business Insider — August 04, 2025Warren Buffett's Berkshire Hathaway felt the sting of tariffs in the second quarter. First-half revenues slumped by around 39% at Jazwares, 12% at Fruit of the Loom, and 10% at Garan.

Wall Street Still Doesn't Get PayPal And That's A Big Opportunity — Positive
PYPL Seeking Alpha — August 04, 2025PayPal remains deeply undervalued, trading at low valuation multiples despite solid growth and strong fundamentals, making it a compelling long-term investment opportunity. Recent Q2 results beat estimates and guidance was raised, but the market overreacted to short-term metrics like declining free cash flow and slower account growth. Buybacks are accelerating, reducing share count and boosting EPS, while initiatives like Buy Now, Pay Later and PayPal World offer significant future growth potential.

Praxis (PRAX) Q2 Loss Widens 90%

Cf Bankshares (CFBK) Q2 EPS Jumps 196%

Mural Oncology (MURA) Q2 Loss Widens 49%

Pfizer's strong EPS surprise streak and positive earnings revisions are encouraging, but patent cliff risks remain a major concern for future growth. Valuation appears attractive with ratios below sector medians and Wall Street seeing significant upside, yet EPS stagnation tempers enthusiasm. Despite potential for another earnings beat, a miss could trigger a selloff, while the 7.3% dividend yield offers defensive appeal amid market uncertainty.

HNI Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of HNI Corporation Is Fair to Shareholders — Neutral
HNI Business Wire — August 04, 2025NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of HNI Corporation (NYSE: HNI) and Steelcase Inc. is fair to HNI shareholders. Upon closing of the proposed transaction, HNI shareholders will own approximately 64% of the combined company. Halper Sadeh encourages HNI shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or zhalp.

Actelis Networks Expands Its UK Presence With a Major Tier 2 Carrier Win for Enterprise Connectivity Solutions — Neutral
ASNS GlobeNewsWire — August 04, 2025Order demonstrates the importance of Actelis' hybrid-fiber technology for carrier-grade enterprise applications, expanding the Company's footprint in the UK telecommunications market Order demonstrates the importance of Actelis' hybrid-fiber technology for carrier-grade enterprise applications, expanding the Company's footprint in the UK telecommunications market

Expect the S&P 500 to reach new all-time highs in August, says Fundstrat's Tom Lee — Positive
IVV SPLG SPXL SPY SSO UPRO VOO CNBC Television — August 04, 2025Tom Lee, Fundstrat co-founder and managing partner, Fundstrat Capital CIO and BitMine chairman, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's inflation fight, latest developments at BitMine, and more.
