Energy Fuels Set to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive
UUUU Zacks Investment Research — August 05, 2025UUUU set to report a Q2 loss, but resumed uranium sales and surging output may drive a 7.8% revenue boost.

4 Film & Television Production Stocks to Watch on Dull Industry Trends — Positive
IMAX LYV NWSA WMG Zacks Investment Research — August 05, 2025Film and television production and distribution companies like WMG, NWSA, LYV and IMAX are thriving due to the heightened consumption of digital entertainment despite heavy spending on original programming and exclusive rights.

VRTX Q2 Earnings Beat, Stock Down as Pain Drug Misses Study Goal — Neutral
VRTX Zacks Investment Research — August 05, 2025Vertex beats second-quarter earnings and revenue estimates, but shares slide as pain drug VX-993 misses study goal.

Medifast's Q2 Earnings Beat Estimates, Lower Revenues Hurt Margins — Neutral
MED Zacks Investment Research — August 05, 2025MED's second-quarter 2025 earnings and sales decline as active earning OPTAVIA coaches dipped, hit by client acquisition.

Sterling Infrastructure, Inc. (STRL) Q2 2025 Earnings Call Transcript — Neutral
STRL Seeking Alpha — August 05, 2025Sterling Infrastructure, Inc. (NASDAQ:STRL ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants Joseph A. Cutillo - CEO, President & Director Nicholas M.

Chevron, Valero in talks to reactivate supply agreement on Venezuelan oil to US, sources say — Positive
CVX VLO Reuters — August 05, 2025Chevron and Valero Energy are working to resume supplies of Venezuelan crude to Valero's U.S. refineries under an agreement that was on pause, three sources close to the preparations said on Tuesday, following a new license granted to the U.S. oil major.

YUM! Brands Q2 Earnings Miss, Revenues Beat Estimates, Stock Down — Negative
YUM Zacks Investment Research — August 05, 2025YUM misses second-quarter earnings estimates but beats on revenues as Taco Bell and KFC drove global system sales growth.

TransDigm Q3 Earnings Miss Estimates, Sales Increase Y/Y — Negative
TDG Zacks Investment Research — August 05, 2025TDG's Q3 earnings rose 6.7% year over year and sales grew 9.3% but both missed estimates; guidance narrowed for fiscal 2025.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues — Positive
PLTR Zacks Investment Research — August 05, 2025PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.

These 3 CEOs Just Bought the Dip — Positive
CHTR DOC MSCI Zacks Investment Research — August 05, 2025Investors closely monitor insider buys, as they can give hints surrounding the long-term picture.

Ares Commercial: Yield To Live Like A Millionaire, If You Started Off A Billionaire — Negative
ACRE Seeking Alpha — August 05, 2025ACRE's chronic loan defaults and poor underwriting make it the top mortgage REIT to avoid, despite recent distribution cuts. Recent results show a record distributable earnings loss, with only 9 cents per share versus a 15-cent distribution. Balance sheet leverage is lower, but another large office loan is distressed, and interest margins have collapsed nearly 50% year-over-year.

InspireMD, Inc. (NSPR) Q2 2025 Earnings Call Transcript — Neutral
NSPR Seeking Alpha — August 05, 2025InspireMD, Inc. (NASDAQ:NSPR ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Marvin L. Slosman - President, CEO & Director Michael A.

Carahsoft Launches Zero Trust Solutions Storefront Powered by AWS Marketplace for Public Sector — Neutral
AMZN GlobeNewsWire — August 05, 2025New Digital Store Showcases Leading Security Third-Party Software Products and Solutions New Digital Store Showcases Leading Security Third-Party Software Products and Solutions

Douglas Dynamics, Inc. (PLOW) Q2 2025 Earnings Call Transcript — Neutral
PLOW Seeking Alpha — August 05, 2025Douglas Dynamics, Inc. (NYSE:PLOW ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Mark Van Genderen - President, CEO & Director Nathan Elwell - Vice President of Investor Relations Sarah C. Lauber - Executive VP, CFO & Secretary Conference Call Participants Gregory John Burns - Sidoti & Company, LLC Michael Shlisky - D.A.

Top Stock Movers Now: Gartner, Axon Enterprise, Palantir, and More — Negative
AXON IT PLTR Investopedia — August 05, 2025U.S. equities fell at midday following a weak report on the services industry and concerns about new tariffs. The S&P 500, and Nasdaq dropped about 0.5% and the Dow Jones Industrial Average slipped 0.3%.

Clear Channel Outdoor Holdings, Inc. (CCO) Q2 2025 Earnings Call Transcript — Neutral
CCO Seeking Alpha — August 05, 2025Clear Channel Outdoor Holdings, Inc. (NYSE:CCO ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Alex Winkelman - Corporate Participant David J. Sailer - Executive VP & CFO Scott R.

Honeywell will be three separate companies in about one year, says CEO — Neutral
HON CNBC Television — August 05, 2025CNBC's Morgan Brennan sits down with Honeywell CEO and chairman Vimal Kapur to discuss his outlook for the global economy, the plan to separate the company into three standalone businesses, industrial AI and more.

I Was Wrong About Palantir: Upgrading To A Cautious Buy — Positive
PLTR Seeking Alpha — August 05, 2025I am upgrading Palantir Technologies Inc. to a cautious Buy after a stellar second quarter, advising long-term investors to add on pullbacks and short-term traders to ride momentum. Palantir delivered blowout earnings, topping $1B in revenue, raising FY25 guidance, and boasting exceptional growth and profitability metrics, especially in U.S. markets. Valuation remains stretched, but Palantir's execution, major government contracts, and expanding commercial footprint justify the premium for now.

GoDaddy Set to Report Q2 Earnings: What's in the Cards for the Stock? — Positive
GDDY Zacks Investment Research — August 05, 2025GDDY eyes 7% revenue growth in Q2 as strong A&C momentum and rising order sizes support upbeat forecasts.

UBS to Pay $300M to Settle Credit Suisse Mortgage Securities Lawsuit — Negative
UBS Zacks Investment Research — August 05, 2025UBS is set to pay $300M to settle a U.S. DOJ case over Credit Suisse's mortgage securities mis-selling, closing a key legacy legal issue.
