I recommend a Buy rating due to strong revenue growth, margin expansion, and robust cash flow generation. The company benefits from secular tailwinds in its industry, supporting long-term demand and pricing power. Management's disciplined capital allocation and shareholder-friendly policies enhance the investment case.

Lam Research delivered explosive growth to round off FY2025 with solid guidance for Q1-2026 (September). The company has beaten the market on both 3Y, 5Y, 10Y horizon and I expect it to continue delivering outsized returns but is trading at upper range of historical valuation. China worries dampened investor enthusiasm in the after hours trading originally up 5% and then down 5% with worry for growth normalization.

Two of the three stocks in this analysis have earnings calls after the bell on Thursday, as the markets continue to look for a higher move. At this point in time, the markets continue to look for higher levels in general.

If any investor has stood the test of time, it's Warren Buffett, and with good reason.

Colliers International (CIGI) came out with quarterly earnings of $1.72 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.36 per share a year ago.

S&P Global (SPGI) came out with quarterly earnings of $4.43 per share, beating the Zacks Consensus Estimate of $4.25 per share. This compares to earnings of $4.04 per share a year ago.

Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.19 per share a year ago.

Vulcan Materials (VMC) came out with quarterly earnings of $2.45 per share, missing the Zacks Consensus Estimate of $2.55 per share. This compares to earnings of $2.35 per share a year ago.

REDMOND, WA / ACCESS Newswire / July 31, 2025 / MicroVision, Inc. (NASDAQ:MVIS), a technology pioneer delivering advanced perception solutions in autonomy and mobility, today announces that it will report its second quarter 2025 results on Thursday, August 7, 2025 after the market close. The Company will subsequently hold a conference call and webcast, consisting of prepared remarks by management and a question-and-answer session at 1:30 PM PT/4:30 PM ET on Thursday, August 7, 2025 to discuss the financial results and provide a business update.

AUSTIN, Texas , July 31, 2025 /PRNewswire/ -- Ideal Power Inc. (Nasdaq: IPWR) ("Ideal Power," the "Company," "we," "us" or "our"), developer and innovative provider of the highly efficient and broadly patented B-TRAN® bidirectional semiconductor power switch, today announced that management will hold a conference call on Thursday, August 14, 2025 at 10:00 AM Eastern Time to discuss its results for the second quarter ended June 30, 2025. A press release detailing these results will be issued prior to the call.

SAN FRANCISCO , July 31, 2025 /PRNewswire/ -- On July 23, 2025, investors in Telix Pharmaceuticals Limited (NASDAQ: TLX) saw the price of their American Depositary Shares significantly fall after the company revealed that it received a subpoena from the SEC. Telix's revelation has prompted national shareholders rights firm Hagens Berman to open an investigation into whether Telix may have misled investors about certain of its drug candidates and urges Telix investors who suffered substantial losses to submit your losses now.

DALLAS , July 31, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) Board of Directors declared a quarterly cash dividend of $.18 per share to Shareholders of record at the close of business on September 3, 2025, on all shares then issued and outstanding. The quarterly dividend will be paid on September 24, 2025.

Here's our initial take on Mastercard's (MA 1.33%) second-quarter financial report.

CoreWeave (NASDAQ:CRWV) enjoyed an incredible rally after its IPO.

Welcome to the Green Stock News brief for Thursday July 31st. Here are today's top headlines: Aurora Innovation (NASDAQ: AUR) has expanded its commercial self-driving truck operations, surpassing 20,000 driverless miles, launching nighttime driverless operations, and opening a new terminal in Phoenix.

Kohl's (KSS -0.88%) is one of the nation's top retailers, with locations across the country. It has been facing adversity of late as its financials haven't been looking great, but that hasn't stopped investors from taking a chance on this beaten-down stock.

Amazon (AMZN) highlights Thursday's postmarket earnings slate alongside Apple (AAPL). Tom White looks at the chart patterns so far in 2025, as the e-commerce giant is attempting to rally back to January highs.

INVH tops Q2 estimates with core FFO of $0.48, lifted by higher NOI and rent growth despite softer occupancy.

VICI posts solid Q2 results with AFFO growth and raised 2025 guidance, though rising interest costs affect momentum.

BigCommerce (BIGC) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.05 per share a year ago.