OSHKOSH, 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.

image for news Oshkosh Defense Receives FHTV Orders to Support Army Transformation and Homeland Defense Efforts

1 Jim Cramer Stock I'd Sell Today — Positive

ABNB   24/7 Wall Street — July 02, 2025

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

image for news 1 Jim Cramer Stock I'd Sell Today

Racing 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.

image for news CRAFTSMAN®, Ace Hardware Foundation and Joe Gibbs Racing Team Up for Annual Racing for a Miracle Program

TLT: Staying Bullish After Its Latest Surge — Positive

TLT   Seeking Alpha — July 02, 2025

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.

image for news TLT: Staying Bullish After Its Latest Surge

ServiceNow Trades 16% Below 52-Week High: Buy, Sell or Hold the Stock? — Negative

NOW   Zacks Investment Research — July 02, 2025

NOW'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.

image for news ServiceNow Trades 16% Below 52-Week High: Buy, Sell or Hold the Stock?

Boston Beer (SAM) Soars 4.6%: Is Further Upside Left in the Stock? — Positive

SAM   Zacks Investment Research — July 02, 2025

Boston 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.

image for news Boston Beer (SAM) Soars 4.6%: Is Further Upside Left in the Stock?

Ouster Rallies 77% YTD, Outperforms Industry: Time to Buy the Stock? — Positive

OUST   Zacks Investment Research — July 02, 2025

OUST has surged 77% YTD, outpacing its peers as it eyes profitability and recurring revenue from software-led LiDAR solutions.

image for news Ouster Rallies 77% YTD, Outperforms Industry: Time to Buy the Stock?

What Tesla's delivery numbers mean for the future of the company — Neutral

TSLA   The Street — July 02, 2025

Tesla 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.

image for news What Tesla's delivery numbers mean for the future of the company

I 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.

image for news Carrier Global: A Focused Portfolio To Capitalize On Strong Secular Tailwinds

Ad Age lists Advantage Solutions among 2025 Largest Agencies — Neutral

ADV   GlobeNewsWire — July 02, 2025

ST. 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.

image for news Ad Age lists Advantage Solutions among 2025 Largest Agencies

DINT: Impressive Rally In The Face Of Tariff Threats — Positive

DINT   Seeking Alpha — July 02, 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.

image for news DINT: Impressive Rally In The Face Of Tariff Threats

NACP: ESG ETF Deserving More Attention — Neutral

NACP   Seeking Alpha — July 02, 2025

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.

image for news NACP: ESG ETF Deserving More Attention

Can Berkshire Hathaway's Manufacturing Subsidiary Power its Growth? — Positive

BRK-A  BRK-B   Zacks Investment Research — July 02, 2025

BRK.B's manufacturing arm constitutes 20% of revenues and anchors its long-term growth with steady, diversified earnings.

image for news Can Berkshire Hathaway's Manufacturing Subsidiary Power its Growth?

Retire With Long-Term Investment Grade Bonds (Part 5): KKR & Co. Inc. — Positive

KKR   Seeking Alpha — July 02, 2025

KKR & 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.

image for news Retire With Long-Term Investment Grade Bonds (Part 5): KKR & Co. Inc.

NEW 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.

image for news Rosen Law Firm Encourages Backblaze, Inc. Investors to Inquire About Securities Class Action Investigation - BLZE

Calls of the Day: Walmart, Ross Stores and IonQ — Neutral

IONQ  ROST  WMT   CNBC Television — July 02, 2025

The Investment Committee debate the latest Calls of the Day.

image for news Calls of the Day: Walmart, Ross Stores and IonQ

Final Trades: Amgen, Caterpillar, Honeywell and Freeport-McMoran — Neutral

AMGN  CAT  FCX  HON   CNBC Television — July 02, 2025

The Investment Committee give you their top stocks to watch for the second half.

image for news Final Trades: Amgen, Caterpillar, Honeywell and Freeport-McMoran

The 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.

image for news The 'Halftime' Investment Committee debates whether tide is turning for Apple

Earnings Estimates Rising for Chemung Financial (CHMG): Will It Gain? — Positive

CHMG   Zacks Investment Research — July 02, 2025

Chemung Financial (CHMG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for Chemung Financial (CHMG): Will It Gain?

Chevron: $100 Oil Price Can Be A 2025 Black Swan — Positive

CVX   Seeking Alpha — July 02, 2025

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.

image for news Chevron: $100 Oil Price Can Be A 2025 Black Swan