American Eagle: Catching The Falling Knife — Positive

AEO   Seeking Alpha — August 01, 2025

American Eagle Outfitters offers a contrarian Buy for value investors, with low valuations reflecting excessive pessimism versus brand strength and long-term prospects. Recent revenue declines are sector-wide and cyclical, not unique to AEO, and do not yet threaten the brand's core value or positioning. Risks center on execution and consumer demand, but internal issues appear fixable, offering potential for asymmetric upside as performance improves.

image for news American Eagle: Catching The Falling Knife

DAYTONA BEACH, Fla., Aug. 01, 2025 (GLOBE NEWSWIRE) -- Brown & Brown, Inc. (NYSE:BRO) today announced the completion of the previously announced acquisition of RSC Topco, Inc. (“RSC” or “Accession”), the holding company for Accession Risk Management Group, Inc.

image for news Brown & Brown, Inc. completes the acquisition of Accession Risk Management Group

Rush Enterprises, Inc. (RUSHA) Q2 2025 Earnings Call Transcript — Neutral

RUSHA  RUSHB   Seeking Alpha — August 01, 2025

Rush Enterprises, Inc. (NASDAQ:RUSHA ) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company Participants Steven L. Keller - CFO & Treasurer W.

image for news Rush Enterprises, Inc. (RUSHA) Q2 2025 Earnings Call Transcript

Coinbase shares plummet on Q2 earnings miss — Negative

COIN   Proactive Investors — August 01, 2025

Coinbase Global Inc (NASDAQ:COIN) shares fell almost 15% on Friday after the cryptocurrency trading platform's second quarter earnings fell short of expectations on weaker-than-expected trading revenue. The company reported earnings per share of $0.12, significantly below estimates of $1.49.

image for news Coinbase shares plummet on Q2 earnings miss

CEO Tim Cook: Apple "significantly increasing" AI spend — Positive

AAPL   CNBC Television — August 01, 2025

CNBC's Steve Kovach joins 'Money Movers' to discuss Apple looking to significantly increase spending on AI and spending across the sector.

image for news CEO Tim Cook: Apple "significantly increasing" AI spend

Eversource Energy (ES) Q2 2025 Earnings Call Transcript — Neutral

ES   Seeking Alpha — August 01, 2025

Eversource Energy (NYSE:ES ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants John M. Moreira - Executive VP.

image for news Eversource Energy (ES) Q2 2025 Earnings Call Transcript

Johnson Outdoors Inc. (JOUT) Q3 2025 Earnings Call Transcript — Neutral

JOUT   Seeking Alpha — August 01, 2025

Johnson Outdoors Inc. (NASDAQ:JOUT ) Q3 2025 Earnings Conference Call August 1, 2025 11:00 AM ET Company Participants David W. Johnson - CFO & VP Helen P.

image for news Johnson Outdoors Inc. (JOUT) Q3 2025 Earnings Call Transcript

Opening Bid anchor Brian Sozzi breaks down the latest market news for August 1, 2025. The July jobs report came in weaker than expected.

image for news Stocks lower on Trump's tariffs and weak July jobs report, Roblox CEO talks huge earnings report

TreeHouse Foods Q2 Earnings Beat Estimates, Sales Rise Y/Y — Neutral

THS   Zacks Investment Research — August 01, 2025

THS's second-quarter results reflect higher sales but lower earnings amid volume declines and product recall impacts.

image for news TreeHouse Foods Q2 Earnings Beat Estimates, Sales Rise Y/Y

KB or SMFG: Which Is the Better Value Stock Right Now? — Positive

KB  SMFG   Zacks Investment Research — August 01, 2025

Investors interested in Banks - Foreign stocks are likely familiar with KB Financial (KB) and Sumitomo Mitsui (SMFG). But which of these two stocks is more attractive to value investors?

image for news KB or SMFG: Which Is the Better Value Stock Right Now?

FMC vs. CTVA: Which Stock Is the Better Value Option? — Positive

CTVA  FMC   Zacks Investment Research — August 01, 2025

Investors interested in Agriculture - Operations stocks are likely familiar with FMC (FMC) and Corteva, Inc. (CTVA). But which of these two companies is the best option for those looking for undervalued stocks?

image for news FMC vs. CTVA: Which Stock Is the Better Value Option?

GEHC vs. BSX: Which Stock Is the Better Value Option? — Positive

BSX  GEHC   Zacks Investment Research — August 01, 2025

Investors interested in Medical - Products stocks are likely familiar with GE HealthCare Technologies (GEHC) and Boston Scientific (BSX). But which of these two stocks is more attractive to value investors?

image for news GEHC vs. BSX: Which Stock Is the Better Value Option?

GMAB vs. ACAD: Which Stock Is the Better Value Option? — Neutral

ACAD  GMAB   Zacks Investment Research — August 01, 2025

Investors with an interest in Medical - Biomedical and Genetics stocks have likely encountered both Genmab A/S Sponsored ADR (GMAB) and Acadia Pharmaceuticals (ACAD). But which of these two stocks offers value investors a better bang for their buck right now?

image for news GMAB vs. ACAD: Which Stock Is the Better Value Option?

CAKE or BROS: Which Is the Better Value Stock Right Now? — Positive

BROS  CAKE   Zacks Investment Research — August 01, 2025

Investors with an interest in Retail - Restaurants stocks have likely encountered both Cheesecake Factory (CAKE) and Dutch Bros (BROS). But which of these two stocks is more attractive to value investors?

image for news CAKE or BROS: Which Is the Better Value Stock Right Now?

ATGE vs. UTI: Which Stock Is the Better Value Option? — Positive

ATGE  UTI   Zacks Investment Research — August 01, 2025

Investors interested in Schools stocks are likely familiar with Adtalem Global Education (ATGE) and Universal Technical Institute (UTI). But which of these two stocks is more attractive to value investors?

image for news ATGE vs. UTI: Which Stock Is the Better Value Option?

GBX or WAB: Which Is the Better Value Stock Right Now? — Neutral

GBX  WAB   Zacks Investment Research — August 01, 2025

Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Greenbrier Companies (GBX) or Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now?

image for news GBX or WAB: Which Is the Better Value Stock Right Now?

CCL vs. ATAT: Which Stock Is the Better Value Option? — Positive

ATAT  CCL   Zacks Investment Research — August 01, 2025

Investors interested in stocks from the Leisure and Recreation Services sector have probably already heard of Carnival (CCL) and Atour Lifestyle Holdings Limited Sponsored ADR (ATAT). But which of these two stocks is more attractive to value investors?

image for news CCL vs. ATAT: Which Stock Is the Better Value Option?

HDSN vs. SITE: Which Stock Is the Better Value Option? — Positive

HDSN  SITE   Zacks Investment Research — August 01, 2025

Investors with an interest in Industrial Services stocks have likely encountered both Hudson Technologies (HDSN) and SiteOne Landscape (SITE). But which of these two stocks presents investors with the better value opportunity right now?

image for news HDSN vs. SITE: Which Stock Is the Better Value Option?

BYD vs. RRR: Which Stock Is the Better Value Option? — Neutral

BYD  RRR   Zacks Investment Research — August 01, 2025

Investors interested in Gaming stocks are likely familiar with Boyd Gaming (BYD) and Red Rock Resorts (RRR). But which of these two stocks offers value investors a better bang for their buck right now?

image for news BYD vs. RRR: Which Stock Is the Better Value Option?

Palantir: A $10 Billion Upside (Rating Downgrade) — Negative

PLTR   Seeking Alpha — August 01, 2025

My bull case for Palantir Technologies Inc. is now centered on the government segment after the $10 billion U.S. Army deal, as commercial growth lags outside the U.S. The commercial segment, particularly non-U.S., is underperforming when compared to the government unit, with anemic adoption in Europe. In Q1, non-U.S. commercial revenue declined 5% YOY and 11% sequentially, while non-U.S. government revenue grew 45% YOY and 2% sequentially.

image for news Palantir: A $10 Billion Upside (Rating Downgrade)