Common wisdom is that SCHD responds negatively to elevated borrowing rates. As a reflection, the Federal Reserve's recent decision to keep rates unchanged has led to noticeable SCHD price corrections. However, historical data show no strong negative correlation between SCHD's performance and higher interest rates over the long term.

ETN's second-quarter earnings are likely to have benefited from strong demand and an improvement in end markets.

Shake Shack delivered strong Q2 results, beating EPS and revenue expectations with robust margin expansion and efficient growth in new locations. Despite improved guidance and operational momentum, the stock is fairly valued after a recent correction, with limited near-term upside from current levels. I maintain a 'Hold' rating, as the market has priced in much of the positive news and sector recovery remains fragile, warranting patience.

Perella Weinberg Partners (NASDAQ:PWP ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Alexandra Kathleen Gottschalk - MD & CFO Andrew Bednar - CEO, Partner of New York & Director Taylor Reinhardt - Executive Director & Head of Investor Relations Conference Call Participants Brendan James O'Brien - Wolfe Research, LLC Devin Patrick Ryan - Citizens JMP Securities, LLC, Research Division James Edwin Yaro - Goldman Sachs Group, Inc., Research Division Alexander Scott Bond - Research Analyst Operator Good morning, everyone, and welcome to the Perella Weinberg Partners Second Quarter 2025 Earnings Conference Call. [Operator Instructions].

Builders FirstSource, Inc. demonstrates resilience with strong liquidity and strategic management, despite ongoing housing market softness and declining revenues. The valuation remains stretched; the stock is still expensive relative to historical averages and my updated DCF and P/B targets. Technical indicators show some bullish momentum, but overbought signals and weak buying volume suggest caution.

Apple Inc.'s Q3 results beat expectations, driven by record Services revenue, now making up 29% of total revenue, and China-driven iPhone sales. Strong earnings and aggressive share buybacks make Apple highly attractive for capital returns. Apple is likely going on an AI-driven spending spree and could acquire AI startups in order to develop and build out its own AI software services.

AVO's vertical integration drives 28% revenue growth and positions it for long-term margin expansion and global scale.

Shares of Moderna (MRNA) fell sharply Friday after the company lowered the top end of its full-year revenue outlook because of a delay in vaccine deliveries to the UK.

Amazon.com Inc (NASDAQ:AMZN) stock is down 6.4% to trade at $219.15 at last check, despite better-than-expected second-quarter results, after the e-commerce giant issued a lackluster operating income outlook for the current quarter.

BRENTWOOD, Tenn.--(BUSINESS WIRE)-- #FarmersMarket--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, today announced its participation as a title sponsor of the U.S. Department of Agriculture's (USDA) 2025 Great American Farmers Market, which celebrates the nation's farmers, ranchers and producers in anticipation of the United States' 250th anniversary in 2026. The market will take place daily beginning Sunday, August 3, through Friday, August 8, from 4 to 8 p.m.

The buy-now-pay-later (BNPL) market has really been sizzling of late. Undoubtedly, American consumers have been feeling quite the pinch from inflation.

PFE eyes Q2 earnings beat as strength in Vyndaqel and Padcev is expected to offset declines from Eliquis, Ibrance and Prevnar.

Eastman Chemical Company (NYSE:EMN ) Q2 2025 Earnings Conference Call August 1, 2025 8:00 AM ET Company Participants Gregory A. Riddle - Vice President of Investor Relations & Communications Mark J.

AES tops Q2 earnings estimates by 31% despite lower revenues and a GAAP loss due to tax and lease impacts.

As AAPL pops on earnings, ETFs like GXPT, VGT, FTEC and others could see an upside given their Apple-heavy portfolios.

META and ARI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 1, 2025.

American Axle (AXL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The headline numbers for Franklin Resources (BEN) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Figma's initial public offering this week was a boon for investors. Well, some investors.

Canopy Growth (CGC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.