I am revising my JEPQ rating from Sell to Hold, acknowledging it's not the worst among NDX-based option income ETFs. JEPQ consistently underperforms in bull markets and offers limited drawdown protection, making buy-and-hold QQQM with DIY withdrawals a superior alternative. JEPQ outperforms peers like QYLD, QYLG, and QQQY in total return, but still lags behind more tax-efficient and flexible options like QQQI.
Serve Robotics shot to new highs after Nvidia's investment but has lost most of its value now.
Oppenheimer's Jason Helfstein: Meta is showing they can use AI to drive higher engagment — Positive
META CNBC Television — July 31, 2025Jason Helfstein, Oppenheimer analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on tech stocks, expectations for earnings, and much more.
Canada's largest gold producer delivers strong Q2 results with record earnings — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL AEM Kitco — July 31, 2025Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Merchants Bancorp Preferreds: Yield Opportunity Or Value Trap? — Negative
MBIN Seeking Alpha — July 31, 2025Merchants Bancorp preferreds offer attractive yields but come with elevated credit and liquidity risks. Non-cumulative structure means suspended dividends are lost permanently. Exposure to multifamily and mortgage lending remains vulnerable in downturns.
BLDR Q2 Earnings Surpass Estimates, Sales Miss, Stock Down — Negative
BLDR Zacks Investment Research — July 31, 2025Builders FirstSource's second-quarter results reflect dismal core organic sales, along with ongoing Single-Family and Multi-Family margin normalization.
Hershey Q2 Earnings Top Estimates on Strong Sales Growth — Positive
HSY Zacks Investment Research — July 31, 2025HSY beats Q2 estimates with 26% sales growth, but earnings slip y/y amid rising costs and heavy marketing spend.
Everest Group, Ltd. (EG) Q2 2025 Earnings Call Transcript — Neutral
EG Seeking Alpha — July 31, 2025Everest Group, Ltd. (NYSE:EG ) Q2 2025 Earnings Call July 31, 2025 8:00 PM ET Company Participants James Allan Williamson - CEO, President & Director Mark Kociancic - Executive VP & Group CFO Matthew Jay Rohrmann - Senior VP & Head of Investor Relations Conference Call Participants Andrew E.
JPMorgan adds 1,000 new branches in 7 years as rivals scramble to catch up — Positive
JPM Invezz — July 31, 2025JPMorgan Chase has added 1,000 new brick-and-mortar branches in just seven years, outpacing all of its major US banking rivals combined. The move comes as the bank continues to double down on physical expansion, even as digital banking grows.
Mastercard Q2 Revenue Jumps 17% as Demand for AI and Cybersecurity Grows — Positive
MA PYMNTS — July 31, 2025As global payments evolve, the companies and global networks supporting the landscape are evolving in turn. That was the key trendline shared Thursday (July 31) by Mastercard leadership during the company's second-quarter earnings call.
EBay Stock On Pace for an All-Time High. Why These Analysts Say Buy. — Positive
EBAY Barrons — July 31, 2025Shares of the online marketplace are on track for their largest daily percentage increase in 20 years.
STAG Industrial proved solid financial compounding with big rent increases and a raised FFO guidance recently, fueled by strategic acquisitions. The company prioritizes investing in growth over significant dividend hikes, leading to modest dividend increases despite healthy financials. Future interest rate cuts are a major potential catalyst, expected to boost STAG's profitability and potentially lead to higher dividends.
Comcast Corporation (CMCSA) Q2 2025 Earnings Call Transcript — Neutral
CMCSA Seeking Alpha — July 31, 2025Comcast Corporation (NASDAQ:CMCSA ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Brian L. Roberts - Chairman & CEO David N.
Bitcoin Depot vs. BTCS: Which Stock Will Ride the Next Crypto Wave? — Positive
BTCS BTM Zacks Investment Research — July 31, 2025Does Bitcoin Depot's kiosk expansion and BDCheckout growth give it an edge over BTCS's Ethereum-focused strategy? Let's find out.
UTHR Q2 Earnings Miss Estimates, Higher Tyvaso Sales Aid Revenues Y/Y — Negative
UTHR Zacks Investment Research — July 31, 2025United Therapeutics' second-quarter earnings miss estimates, while revenues rise 12% on strong Tyvaso and other product sales.
Entrada Therapeutics (TRDA) Soars 5.6%: Is Further Upside Left in the Stock? — Positive
TRDA Zacks Investment Research — July 31, 2025Entrada Therapeutics (TRDA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Cullen/Frost Bankers (CFR) Q2 Earnings and Revenues Surpass Estimates — Positive
CFR Zacks Investment Research — July 31, 2025Cullen/Frost Bankers (CFR) came out with quarterly earnings of $2.39 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.21 per share a year ago.
Meta Is Betting Its Future on ‘Personal Superintelligence'. Here's What That Means. — Positive
META Barrons — July 31, 2025CEO Mark Zuckerberg wants to make “personal superintelligence” available to everyone.
7-Eleven, Inc. is Revving Up Nostalgia with New Exclusive Hot Wheels® Collection — Neutral
MAT PRNewsWire — July 31, 2025The collaboration between Mattel, Inc. and 7-Eleven brings back the thrill of play with the first-ever branded Hot Wheels ® die-cast car IRVING, Texas , July 31, 2025 /PRNewswire/ -- 7-Eleven, Inc. is flashing back to the glory days of die-cast dreams for an epic collaboration with Mattel, Inc. (NASDAQ: MAT). The new 7-Eleven x Hot Wheels ® collection features a lineup of collectibles built for car fanatics and skateboard lovers alike, including the first-ever branded Hot Wheels die-cast car – a Silver Series™ Toyota Supra decked out in 7-Eleven branding.
Qualcomm beats Q3 estimates, but cautious Q4 outlook weighs on shares — Neutral
QCOM Proactive Investors — July 31, 2025Qualcomm Inc (NASDAQ:QCOM, ETR:QCI) beat Wall Street expectations for revenue and earnings in its fiscal third quarter, driven by strong growth in its automotive and Internet of Things (IoT) segments, but issued a cautious outlook for the current quarter, sending shares down 4.6% on Thursday morning. The chipmaker reported revenue of $10.37 billion for the quarter ended June 30, up 10% from a year earlier and above analysts' average estimate of $10.33 billion, according to LSEG data.