Market has overreacted to the downside on e.l.f. Beauty removing their fiscal 2026 outlook due to uncertainty about tariffs. International sales have grown from $28M to $266M in six years, now making up 20% of revenue and growing at 30% annually. Market is not taking into account the big revenue boost that will come from a $1 adjustment to all their product line globally.

CRM shares decline 28% YTD as slowing sales growth and cautious enterprise spending weigh on its outlook.

Zevra, Inovio and Journey Medical are set for potential earnings beat this week, backed by strong products and positive ESP scores.

There is a slight amount of selling in the beginning of the session on Monday, as the tech stocks – aka the favorites – are struggling to hang onto the previous momentum. At this point, the market probably needs a bit of a pullback.

TBIL offers ultrashort US Treasury exposure, closely tied to Fed rate policy, making it sensitive to upcoming interest rate decisions. Current economic data is mixed, with strong GDP but rising inflation and weak job growth, complicating the Fed's rate outlook. Given high odds of a September 2025 rate cut, I suggest gradually rotating from ultrashort to intermediate- and long-term Treasuries for better returns.

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Arista's Q2 2025 revenue and earnings beat forecasts, powered by robust demand, portfolio strength and innovative product launches.

ORA's Q2 earnings and revenues top estimates, fueled by strong gains in product and energy storage segments.

HYMB offers a high yield but exposes investors to significant credit and transmitting duration risk, especially with some initial recessionary flashes from the jobs data. Strong Q2 demand for municipal bonds may not persist if recessionary pressures increase. HYMB's sensitivity to credit spreads and baseline rates, combined with a high expense ratio, makes it less appealing than safer Treasury ETFs.

Micron Technology Inc (NASDAQ:MU) has updated its fiscal fourth quarter 2025 financial guidance, noting that its improved outlook reflects better pricing, particularly in DRAM, and strong execution. The company raised its revenue forecast to $11.2 billion plus or minus $100 million, up from the prior estimate of $10.7 billion plus or minus $300 million.

Petrobras continues to deliver strong cash flow and production growth, especially from Brazil's pre-salt assets, despite a challenging oil price environment. The company is investing heavily in new FPSOs and expects production to exceed targets, supporting future cash flow and shareholder returns. Petrobras maintains a high single-digit dividend yield, targeting 45% of free cash flow for shareholder returns, even with substantial capex commitments.

Alphabet's search business remains resilient, showing strong growth despite generative AI competition, while cloud and Waymo provide additional momentum. Cloud revenue accelerated 32% YoY, and I see long-term margin expansion potential as this segment matures, supporting overall profitability. The company's robust balance sheet and aggressive capital allocation, including buybacks, offer downside support and flexibility for future investments.

ARKO (ARKO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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Zacks.com users have recently been watching DraftKings (DKNG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Recently, Zacks.com users have been paying close attention to Hims & Hers Health (HIMS). This makes it worthwhile to examine what the stock has in store.

Lockheed (LMT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Recently, Zacks.com users have been paying close attention to Energy Fuels (UUUU). This makes it worthwhile to examine what the stock has in store.

Amgen (AMGN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Disney (DIS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.