SCHD Vs. Federal Reserve: My Notes On Dividends And Rates — Negative
SCHD Seeking Alpha — August 01, 2025Common 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.

Eaton to Report Q2 Earnings: What's in Store for the Stock? — Positive
ETN Zacks Investment Research — August 01, 2025ETN's second-quarter earnings are likely to have benefited from strong demand and an improvement in end markets.

Shake Shack: Sitting On Gains, Watching For The Next Dip — Positive
SHAK Seeking Alpha — August 01, 2025Shake 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 (PWP) Q2 2025 Earnings Call Transcript — Neutral
PWP Seeking Alpha — August 01, 2025Perella 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: Not The Right Time To Build More Position, But Not Gonna Sell — Positive
BLDR Seeking Alpha — August 01, 2025Builders 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.

Is Mission Produce's Vertical Model a Long-Term Margin Driver? — Positive
AVO Zacks Investment Research — August 01, 2025AVO's vertical integration drives 28% revenue growth and positions it for long-term margin expansion and global scale.

Moderna Stock Drops as Firm Cuts Revenue Outlook on UK Vaccine Deliveries Delay — Negative
MRNA Investopedia — August 01, 2025Shares 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.

Tractor Supply Celebrates Sponsorship of the U.S. Department of Agriculture's Great American Farmers Market — Neutral
TSCO Business Wire — August 01, 2025BRENTWOOD, 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.

Sezzle (SEZL) vs. Affirm Holdings (AFRM) : Which Buy-Now-Pay-Later Stock Is a Stronger Buy? — Positive
AFRM SEZL 24/7 Wall Street — August 01, 2025The buy-now-pay-later (BNPL) market has really been sizzling of late. Undoubtedly, American consumers have been feeling quite the pinch from inflation.

Buy, Sell or Hold Pfizer Stock? Key Tips Ahead of Q2 Earnings — Positive
PFE Zacks Investment Research — August 01, 2025PFE eyes Q2 earnings beat as strength in Vyndaqel and Padcev is expected to offset declines from Eliquis, Ibrance and Prevnar.

Eastman Chemical Company (EMN) Q2 2025 Earnings Call Transcript — Neutral
EMN Seeking Alpha — August 01, 2025Eastman 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 Q2 Earnings Outpace Estimates, Revenues Decline Y/Y — Positive
AES Zacks Investment Research — August 01, 2025AES tops Q2 earnings estimates by 31% despite lower revenues and a GAAP loss due to tax and lease impacts.

Take a Bite of Apple's Solid Q3 Earnings With These ETFs — Positive
AAPL Zacks Investment Research — August 01, 2025As AAPL pops on earnings, ETFs like GXPT, VGT, FTEC and others could see an upside given their Apple-heavy portfolios.

Best Momentum Stocks to Buy for August 1st — Positive
ARI META Zacks Investment Research — August 01, 2025META and ARI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 1, 2025.

American Axle & Manufacturing (AXL) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release — Positive
AXL Zacks Investment Research — August 01, 2025American 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.

Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive
BEN Zacks Investment Research — August 01, 2025The 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 stock went to the moon after its IPO. Some Robinhood users say they could only buy 1 share — Positive
FIG Fast Company — August 01, 2025Figma's initial public offering this week was a boon for investors. Well, some investors.

Will Canopy Growth Corporation (CGC) Report Negative Earnings Next Week? What You Should Know — Negative
CGC Zacks Investment Research — August 01, 2025Canopy 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.
