Markets move on gaps between reality and expectations. I expect the gap that could emerge after Nvidia reports second-quarter earnings next Wednesday will move markets more than what Federal Reserve Chair Jerome Powell said on Friday in Jackson Hole, Wyoming.

image for news Why Nvidia Earnings Matter More To Markets Than What The Fed Chair Said

Walmart: Currently More Expensive Than Amazon — Negative

AMZN  WMT   Seeking Alpha — August 22, 2025

Walmart Inc.'s omnichannel strategy and scale drive robust sales and profitability, but physical expansion is nearing saturation. Q2 earnings showed strong revenue and e-commerce growth, but a rare EPS miss and high P/E ratio triggered a share price drop. Valuation is stretched, trading well above historical averages and sector peers, despite Walmart's defensive qualities and industry moat.

image for news Walmart: Currently More Expensive Than Amazon

Nvidia reportedly halts production on its H20 AI chips — Negative

NVDA   TechCrunch — August 22, 2025

Beijing may have thrown a wrench into Nvidia's plans on making a comeback in China's AI market.

image for news Nvidia reportedly halts production on its H20 AI chips

Target Picked A Safe CEO When It Needed A Transformational One — Negative

TGT   Forbes — August 22, 2025

Target's next CEO has been picked and it's no surprise. Target lifer Michael Fiddelke got the nod to replace Brian Cornell upon his retirement on Feb. 1, 2026.

image for news Target Picked A Safe CEO When It Needed A Transformational One

Greif Set to Report Q3 Earnings: What's in Store for the Stock? — Neutral

GEF   Zacks Investment Research — August 22, 2025

GEF is set to post Q3 results with revenue expected to rise 1.2% and EPS projected to climb 36% year over year.

image for news Greif Set to Report Q3 Earnings: What's in Store for the Stock?

Are You Looking for a High-Growth Dividend Stock? — Positive

CDP   Zacks Investment Research — August 22, 2025

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does COPT Defense (CDP) have what it takes?

image for news Are You Looking for a High-Growth Dividend Stock?

Old Republic International (ORI) Could Be a Great Choice — Positive

ORI   Zacks Investment Research — August 22, 2025

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Old Republic (ORI) have what it takes?

image for news Old Republic International (ORI) Could Be a Great Choice

Why Home BancShares (HOMB) is a Great Dividend Stock Right Now — Positive

HOMB   Zacks Investment Research — August 22, 2025

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Home BancShares (HOMB) have what it takes?

image for news Why Home BancShares (HOMB) is a Great Dividend Stock Right Now

Why Associated Banc-Corp (ASB) is a Great Dividend Stock Right Now — Positive

ASB   Zacks Investment Research — August 22, 2025

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Associated Banc-Corp (ASB) have what it takes?

image for news Why Associated Banc-Corp (ASB) is a Great Dividend Stock Right Now

Why Johnson & Johnson (JNJ) is a Great Dividend Stock Right Now — Positive

JNJ   Zacks Investment Research — August 22, 2025

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Johnson & Johnson (JNJ) have what it takes?

image for news Why Johnson & Johnson (JNJ) is a Great Dividend Stock Right Now

Are You Looking for a High-Growth Dividend Stock? — Positive

CCNE   Zacks Investment Research — August 22, 2025

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does CNB (CCNE) have what it takes?

image for news Are You Looking for a High-Growth Dividend Stock?

Top Stock Movers Now: Enphase Energy, Zoom, Intuit, and More — Neutral

ENPH  INTU  ZM   Investopedia — August 22, 2025

U.S. equities jumped at midday after Federal Reserve Chair Jerome Powell hinted that policymakers could be cutting interest rates soon. The Dow Jones Industrial Average, S&P 500, and Nasdaq all rose around 2%.

image for news Top Stock Movers Now: Enphase Energy, Zoom, Intuit, and More

Transaction in Own Shares — Neutral

SHEL   GlobeNewsWire — August 22, 2025

Transaction in Own Shares 22 August, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 22 August, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 22/08/2025 246,143 £27.0550 £26.7900 £26.9191 LSE GBP 22/08/2025 150,896 £27.0500 £26.7900 £26.9277 Chi-X (CXE) GBP 22/08/2025 149,698 £27.0500 £26.7950 £26.9299 BATS (BXE) GBP 22/08/2025 331,298 €31.3900 €31.1100 …

image for news Transaction in Own Shares

PYPL vs. MA: Which Stock Should Value Investors Buy Now? — Positive

MA  PYPL   Zacks Investment Research — August 22, 2025

Investors with an interest in Financial Transaction Services stocks have likely encountered both Paypal (PYPL) and MasterCard (MA). But which of these two stocks is more attractive to value investors?

image for news PYPL vs. MA: Which Stock Should Value Investors Buy Now?

EADSY or HWM: Which Is the Better Value Stock Right Now? — Neutral

EADSY  HWM   Zacks Investment Research — August 22, 2025

Investors with an interest in Aerospace - Defense stocks have likely encountered both Airbus Group (EADSY) and Howmet (HWM). But which of these two stocks offers value investors a better bang for their buck right now?

image for news EADSY or HWM: Which Is the Better Value Stock Right Now?

VEOEY or AWK: Which Is the Better Value Stock Right Now? — Neutral

AWK  VEOEY   Zacks Investment Research — August 22, 2025

Investors with an interest in Utility - Water Supply stocks have likely encountered both Veolia Environnement SA (VEOEY) and American Water Works (AWK). But which of these two stocks offers value investors a better bang for their buck right now?

image for news VEOEY or AWK: Which Is the Better Value Stock Right Now?

BCKIY vs. STRL: Which Stock Should Value Investors Buy Now? — Positive

BCKIY  STRL   Zacks Investment Research — August 22, 2025

Investors with an interest in Engineering - R and D Services stocks have likely encountered both Babcock International Group PLC (BCKIY) and Sterling Infrastructure (STRL). But which of these two stocks is more attractive to value investors?

image for news BCKIY vs. STRL: Which Stock Should Value Investors Buy Now?

TFX or SONVY: Which Is the Better Value Stock Right Now? — Neutral

SONVY  TFX   Zacks Investment Research — August 22, 2025

Investors looking for stocks in the Medical - Instruments sector might want to consider either Teleflex (TFX) or SONOVA HOLDING (SONVY). But which of these two stocks offers value investors a better bang for their buck right now?

image for news TFX or SONVY: Which Is the Better Value Stock Right Now?

BAP vs. HDB: Which Stock Should Value Investors Buy Now? — Positive

BAP  HDB   Zacks Investment Research — August 22, 2025

Investors interested in Banks - Foreign stocks are likely familiar with Credicorp (BAP) and HDFC Bank (HDB). But which of these two stocks presents investors with the better value opportunity right now?

image for news BAP vs. HDB: Which Stock Should Value Investors Buy Now?

NextEra Energy: Buy Before the Next Phase of Growth — Positive

NEE   FXEmpire — August 22, 2025

NextEra Energy delivered strong earnings and renewable growth, with bullish charts signalling a buy opportunity before its next phase of growth.

image for news NextEra Energy: Buy Before the Next Phase of Growth