SCHD Vs. Federal Reserve: My Notes On Dividends And Rates — Negative

SCHD   Seeking Alpha — August 01, 2025

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.

image for news SCHD Vs. Federal Reserve: My Notes On Dividends And Rates

Eaton to Report Q2 Earnings: What's in Store for the Stock? — Positive

ETN   Zacks Investment Research — August 01, 2025

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

image for news Eaton to Report Q2 Earnings: What's in Store for the Stock?

Shake Shack: Sitting On Gains, Watching For The Next Dip — Positive

SHAK   Seeking Alpha — August 01, 2025

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.

image for news Shake Shack: Sitting On Gains, Watching For The Next Dip

Perella Weinberg Partners (PWP) Q2 2025 Earnings Call Transcript — Neutral

PWP   Seeking Alpha — August 01, 2025

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].

image for news Perella Weinberg Partners (PWP) Q2 2025 Earnings Call Transcript

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.

image for news Builders FirstSource: Not The Right Time To Build More Position, But  Not Gonna Sell

Apple: Growth, Buybacks, AI-Driven Upside — Positive

AAPL   Seeking Alpha — August 01, 2025

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.

image for news Apple: Growth, Buybacks, AI-Driven Upside

Is Mission Produce's Vertical Model a Long-Term Margin Driver? — Positive

AVO   Zacks Investment Research — August 01, 2025

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

image for news Is Mission Produce's Vertical Model a Long-Term Margin Driver?

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.

image for news Moderna Stock Drops as Firm Cuts Revenue Outlook on UK Vaccine Deliveries Delay

Amazon Stock Looks to Snap 6-Week Win Streak — Negative

AMZN   Schaeffers Research — August 01, 2025

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.

image for news Amazon Stock Looks to Snap 6-Week Win Streak

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.

image for news Tractor Supply Celebrates Sponsorship of the U.S. Department of Agriculture's Great American Farmers Market

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

image for news Sezzle (SEZL) vs. Affirm Holdings (AFRM) : Which Buy-Now-Pay-Later Stock Is a Stronger Buy?

Buy, Sell or Hold Pfizer Stock? Key Tips Ahead of Q2 Earnings — Positive

PFE   Zacks Investment Research — August 01, 2025

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

image for news Buy, Sell or Hold Pfizer Stock? Key Tips Ahead of Q2 Earnings

Eastman Chemical Company (EMN) Q2 2025 Earnings Call Transcript — Neutral

EMN   Seeking Alpha — August 01, 2025

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.

image for news Eastman Chemical Company (EMN) Q2 2025 Earnings Call Transcript

AES Q2 Earnings Outpace Estimates, Revenues Decline Y/Y — Positive

AES   Zacks Investment Research — August 01, 2025

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

image for news AES Q2 Earnings Outpace Estimates, Revenues Decline Y/Y

Take a Bite of Apple's Solid Q3 Earnings With These ETFs — Positive

AAPL   Zacks Investment Research — August 01, 2025

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

image for news Take a Bite of Apple's Solid Q3 Earnings With These ETFs

Best Momentum Stocks to Buy for August 1st — Positive

ARI  META   Zacks Investment Research — August 01, 2025

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

image for news Best Momentum Stocks to Buy for August 1st

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.

image for news American Axle & Manufacturing (AXL) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive

BEN   Zacks Investment Research — August 01, 2025

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.

image for news Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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

image for news Figma stock went to the moon after its IPO. Some Robinhood users say they could only buy 1 share

Will Canopy Growth Corporation (CGC) Report Negative Earnings Next Week? What You Should Know — Negative

CGC   Zacks Investment Research — August 01, 2025

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.

image for news Will Canopy Growth Corporation (CGC) Report Negative Earnings Next Week? What You Should Know