CEA Industries Closes $500 Million Private Placement to Advance Its BNB Treasury Strategy; Common Stock Ticker to Become “BNC” — Neutral
VAPE GlobeNewsWire — August 05, 2025Proceeds from the private placement enable the Company to acquire and adopt BNB as its primary treasury reserve asset

Liberty Global: Asymmetric Bet On Multiple Spinoffs — Positive
LBTYA LBTYB LBTYK Seeking Alpha — August 05, 2025Liberty Global's value-unlocking thesis is reactivated, with management now providing a clear 24-month timeline for potential spin-offs or IPOs. Despite depressed FCF and ongoing buybacks, I see at least $20/share in hidden value, especially as Dutch assets show early signs of turnaround. VMO2, VodafoneZiggo, and Telenet are prime spin-off candidates; successful separation could rapidly close Liberty's persistent holding company discount.

VICI Properties: The Case For A Lower Price (And Why I Want It) — Neutral
VICI Seeking Alpha — August 05, 2025VICI Properties faces near-term headwinds from declining Las Vegas tourism and tenant credit rating pressures, raising the risk of operating softness. Despite resilient rent collection and growing AFFO, current valuation offers limited margin of safety, with potential for multiple contraction ahead. Management's disciplined capital allocation and strong balance sheet position VICI to capitalize on future buying opportunities or share buybacks if the stock declines.

XPeng Inc delivered 229% year-over-year growth in July, achieving record sales and the EV firm could potentially crack 500k deliveries this year if momentum holds up. Despite impressive delivery momentum, XPeng still lags rivals Li Auto and BYD in terms of gross margins. Shift towards higher-priced EVs needed in order to improve margins going forward.

Bowhead Specialty Holdings Inc. (BOW) Beats Q2 Earnings and Revenue Estimates — Positive
BOW Zacks Investment Research — August 05, 2025Bowhead Specialty Holdings Inc. (BOW) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.28 per share a year ago.

Shift4 Payments (FOUR) Misses Q2 Earnings Estimates — Negative
FOUR Zacks Investment Research — August 05, 2025Shift4 Payments (FOUR) came out with quarterly earnings of $1.1 per share, missing the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.96 per share a year ago.

GlobalFoundries Inc. (GFS) Q2 Earnings and Revenues Surpass Estimates — Positive
GFS Zacks Investment Research — August 05, 2025GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.38 per share a year ago.

Ocular Therapeutix (OCUL) Reports Q2 Loss, Misses Revenue Estimates — Negative
OCUL Zacks Investment Research — August 05, 2025Ocular Therapeutix (OCUL) came out with a quarterly loss of $0.39 per share versus the Zacks Consensus Estimate of a loss of $0.35. This compares to a loss of $0.24 per share a year ago.

EVgo Inc. (EVGO) Reports Q2 Loss, Beats Revenue Estimates — Neutral
EVGO Zacks Investment Research — August 05, 2025EVgo Inc. (EVGO) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.1 per share a year ago.

Shoals Technologies Group (SHLS) Q2 Earnings and Revenues Beat Estimates — Positive
SHLS Zacks Investment Research — August 05, 2025Shoals Technologies Group (SHLS) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.1 per share a year ago.

Silicon Laboratories (SLAB) Q2 Earnings and Revenues Surpass Estimates — Positive
SLAB Zacks Investment Research — August 05, 2025Silicon Laboratories (SLAB) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to a loss of $0.56 per share a year ago.

Orthofix (OFIX) Q2 Earnings and Revenues Beat Estimates — Positive
OFIX Zacks Investment Research — August 05, 2025Orthofix (OFIX) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.05 per share a year ago.

Energy Vault Announces Contract with Consumers Energy for 75 MW/300 MWh Battery Energy Storage Projects in Michigan — Neutral
NRGV Business Wire — August 05, 2025WESTLAKE VILLAGE, Calif. & JACKSON, Mich.--(BUSINESS WIRE)---- $NRGV--Energy Vault (NYSE: NRGV) ("Energy Vault" or the “Company”), a global leader in sustainable energy storage solutions, today announced an agreement with Consumers Energy, Michigan's largest energy provider, for the supply of two battery energy storage systems (BESS), totaling 75 MW/300 MWh. The BESS deployments will be located in Iosco and Bay Counties, with battery deliveries expected to commence in Q4 2024, construction expected to be.

Ford (NYSE: F) has recalled more vehicles in the first half of the year than it has produced, with warranty costs in the billions, raising significant concerns over quality control and earnings impact.

Fox beats quarterly estimates, boosts buyback by $5 billion — Positive
FOX Reuters — August 05, 2025Fox Corp topped Wall Street estimates for quarterly revenue and profit on Tuesday, driven by a surge in advertising, affiliate fee and continued growth at its free ad-supported streaming service, Tubi.

Microsoft (MSFT 0.00%) is capturing a leading position in the development of artificial intelligence.

FOX's New Streaming Service Will be Offered at $19.99 Per Month NEW YORK and LOS ANGELES , Aug. 5, 2025 /PRNewswire/ -- Fox Corporation (Nasdaq: FOXA, FOX; "FOX" or the "Company"), today announced that FOX One, the new wholly-owned direct to consumer streaming service, will launch on August 21 for $19.99 per month or $199.99 annually. This month, FOX One will bring all of FOX's leading News, Sports and Entertainment branded content together in one dynamic streaming platform.

ATHENS, Greece, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Performance Shipping Inc. (NASDAQ: PSHG), (“we” or the “Company”), a global shipping company specializing in the ownership of tanker vessels, today announced the release of its 2024 ESG Report (the “Report”), highlighting how the Company addresses Environmental, Social and Governance (“ESG”) issues as part of its ongoing effort to increase transparency and accountability. The Report, which covers the full year 2024 and is developed with reference to the Global Reporting Initiative Universal Standards 2021 (“GRI's”), outlines the Company's efforts toward building strong corporate governance and operating sustainably and responsibly.

Palantir stock pops 7% after blowout quarter driven by AI, efficiency demand — Positive
PLTR CNBC — August 05, 2025Palantir shares jumped after the software analytics company surpassed second-quarter estimates and boosted its outlook. Revenues grew 48% and topped $1 billion in quarterly revenue for the first time ever.

Gold remains 'attractive' as investment demand surges, says top bank — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — August 05, 2025UBS has reaffirmed its positive stance on gold, rating the metal as “attractive” even as prices sit near all-time highs. The precious metal has outperformed all other asset classes in 2025, rising 29% since the start of the year, comfortably ahead of equities, bonds and even bitcoin, according to UBS strategists.
