Oshkosh Defense Receives FHTV Orders to Support Army Transformation and Homeland Defense Efforts — Neutral
OSK Business Wire — July 02, 2025OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Defense LLC, an Oshkosh Corporation [NYSE: OSK] business, has received orders from the U.S. Army valued at $167 million for 225 trucks and 54 trailers under the Family of Heavy Tactical Vehicles contract. These orders reflect continued momentum for Oshkosh's heavy tactical vehicle portfolio and reinforce the company's role in supporting the Army's long-term modernization strategy. The vehicles will support multiple U.S. Army customers, including the Natio.

Stock analyst Jim Cramer has been suggesting which stocks to buy and sell for decades.

CRAFTSMAN®, Ace Hardware Foundation and Joe Gibbs Racing Team Up for Annual Racing for a Miracle Program — Neutral
SWK PRNewsWire — July 02, 2025Racing for a Miracle supports Children's Miracle Network (CMN) Hospitals, including the Ann & Robert H. Lurie Children's Hospital in Chicago Ten children from the hospital will be honorary junior crew members for NASCAR driver Christopher Bell Junior crew members' art will be featured on Bell's No.

We see the fiscal risk premium as being priced in and think the iShares 20+ Year Treasury Bond ETF can tap into lucrative longer-term key rates. Our short-term forecast for the yield curve is bullish flattening, TLT ETF's effective duration of 15.68 means the ETF might benefit from such a scenario. The on-the-run coupon base is set quite high for 20-year+ Treasuries. Therefore, we see short-term distributions being sustained at decent levels.

ServiceNow Trades 16% Below 52-Week High: Buy, Sell or Hold the Stock? — Negative
NOW Zacks Investment Research — July 02, 2025NOW's near-term results are expected to suffer from unfavorable forex and sluggish Agentic AI revenues despite a strong portfolio and a rich partner base.

Boston Beer (SAM) Soars 4.6%: Is Further Upside Left in the Stock? — Positive
SAM Zacks Investment Research — July 02, 2025Boston Beer (SAM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Ouster Rallies 77% YTD, Outperforms Industry: Time to Buy the Stock? — Positive
OUST Zacks Investment Research — July 02, 2025OUST has surged 77% YTD, outpacing its peers as it eyes profitability and recurring revenue from software-led LiDAR solutions.

What Tesla's delivery numbers mean for the future of the company — Neutral
TSLA The Street — July 02, 2025Tesla reported its second straight year-over-year drop. Transcript: Caroline Woods: Q2 delivery numbers came in roughly in line with expectations, but quite a bit better than some of the whisper numbers.

Carrier Global: A Focused Portfolio To Capitalize On Strong Secular Tailwinds — Positive
CARR Seeking Alpha — July 02, 2025I rate Carrier Global a buy, driven by its transformation into a pure-play climate/energy solutions leader with strong structural growth drivers. CARR's focused portfolio and top-three market positions enable it to capitalize on decarbonization, electrification, and surging AI-driven data center demand. The aftermarket business offers a resilient, high-margin growth engine, with significant untapped potential from existing installed units and digital service expansion.

Ad Age lists Advantage Solutions among 2025 Largest Agencies — Neutral
ADV GlobeNewsWire — July 02, 2025ST. LOUIS, July 02, 2025 (GLOBE NEWSWIRE) -- Advantage Solutions Inc. (NASDAQ: ADV) ranks as the 9th largest agency company in North America and No. 18 worldwide, according to the Ad Age Agency Report 2025.

DINT is an actively managed ETF focused on international equities, consistently outperforming its MSCI ACWI ex US Index benchmark since inception. The fund's concentrated portfolio, disciplined stock selection, and emphasis on management quality set it apart from passive peers like ACWX. Despite a slightly higher expense ratio (0.66%), DINT's strong returns and unique portfolio composition justify the cost for international exposure.

Impact Shares NAACP Minority Empowerment ETF is a non-profit ETF with an ESG strategy aligned with NAACP values. NACP has moderate value characteristics and is close to the Russell 1000 regarding sector breakdown. NACP has outperformed the benchmark since inception, showing that ESG principles are not always a drag for investors.

Can Berkshire Hathaway's Manufacturing Subsidiary Power its Growth? — Positive
BRK-A BRK-B Zacks Investment Research — July 02, 2025BRK.B's manufacturing arm constitutes 20% of revenues and anchors its long-term growth with steady, diversified earnings.

Retire With Long-Term Investment Grade Bonds (Part 5): KKR & Co. Inc. — Positive
KKR Seeking Alpha — July 02, 2025KKR & Co. Inc. boasts strong fundamentals, outperforming SPY and peers, with a robust asset base and investment-grade credit ratings. The company has a 14-year streak of uninterrupted dividends, with recent consecutive increases, highlighting its commitment to shareholder returns. Among KKR's baby bonds, KKRS offers a standout 7.01% yield to worst.

Rosen Law Firm Encourages Backblaze, Inc. Investors to Inquire About Securities Class Action Investigation - BLZE — Neutral
BLZE PRNewsWire — July 02, 2025NEW YORK , July 2, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Backblaze, Inc. (NASDAQ: BLZE) resulting from allegations that Backblaze may have issued materially misleading business information to the investing public. So What: If you purchased Backblaze securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Calls of the Day: Walmart, Ross Stores and IonQ — Neutral
IONQ ROST WMT CNBC Television — July 02, 2025The Investment Committee debate the latest Calls of the Day.

Final Trades: Amgen, Caterpillar, Honeywell and Freeport-McMoran — Neutral
AMGN CAT FCX HON CNBC Television — July 02, 2025The Investment Committee give you their top stocks to watch for the second half.

The 'Halftime' Investment Committee debates whether tide is turning for Apple — Neutral
AAPL CNBC Television — July 02, 2025The Investment Committee debate whether the tide is turning for Apple shares as the stock leads the Dow today. Jefferies is upgrading Apple to a Hold from Underperform.

Earnings Estimates Rising for Chemung Financial (CHMG): Will It Gain? — Positive
CHMG Zacks Investment Research — July 02, 2025Chemung Financial (CHMG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Several factors (such as the re-escalation of the Iran situation, refilling of the SPR, and inflation) could push the oil price to be around $100 in 2H of 2025. I reiterate my strong buy rating on Chevron due to the potential for oil prices to surge drastically in 2H 2025. Investors should not rule out the probability of oil prices approaching ~$100 per barrel.
