Energy Fuels Set to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive

UUUU   Zacks Investment Research — August 05, 2025

UUUU set to report a Q2 loss, but resumed uranium sales and surging output may drive a 7.8% revenue boost.

image for news Energy Fuels Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

4 Film & Television Production Stocks to Watch on Dull Industry Trends — Positive

IMAX  LYV  NWSA  WMG   Zacks Investment Research — August 05, 2025

Film 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.

image for news 4 Film & Television Production Stocks to Watch on Dull Industry Trends

VRTX Q2 Earnings Beat, Stock Down as Pain Drug Misses Study Goal — Neutral

VRTX   Zacks Investment Research — August 05, 2025

Vertex beats second-quarter earnings and revenue estimates, but shares slide as pain drug VX-993 misses study goal.

image for news VRTX Q2 Earnings Beat, Stock Down as Pain Drug Misses Study Goal

Medifast's Q2 Earnings Beat Estimates, Lower Revenues Hurt Margins — Neutral

MED   Zacks Investment Research — August 05, 2025

MED's second-quarter 2025 earnings and sales decline as active earning OPTAVIA coaches dipped, hit by client acquisition.

image for news Medifast's Q2 Earnings Beat Estimates, Lower Revenues Hurt Margins

Sterling Infrastructure, Inc. (STRL) Q2 2025 Earnings Call Transcript — Neutral

STRL   Seeking Alpha — August 05, 2025

Sterling 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.

image for news Sterling Infrastructure, Inc. (STRL) Q2 2025 Earnings Call Transcript

Chevron 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.

image for news Chevron, Valero in talks to reactivate supply agreement on Venezuelan oil to US, sources say

YUM! Brands Q2 Earnings Miss, Revenues Beat Estimates, Stock Down — Negative

YUM   Zacks Investment Research — August 05, 2025

YUM misses second-quarter earnings estimates but beats on revenues as Taco Bell and KFC drove global system sales growth.

image for news YUM! Brands Q2 Earnings Miss, Revenues Beat Estimates, Stock Down

TransDigm Q3 Earnings Miss Estimates, Sales Increase Y/Y — Negative

TDG   Zacks Investment Research — August 05, 2025

TDG's Q3 earnings rose 6.7% year over year and sales grew 9.3% but both missed estimates; guidance narrowed for fiscal 2025.

image for news TransDigm Q3 Earnings Miss Estimates, Sales Increase Y/Y

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues — Positive

PLTR   Zacks Investment Research — August 05, 2025

PLTR 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.

image for news ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

These 3 CEOs Just Bought the Dip — Positive

CHTR  DOC  MSCI   Zacks Investment Research — August 05, 2025

Investors closely monitor insider buys, as they can give hints surrounding the long-term picture.

image for news These 3 CEOs Just Bought the Dip

ACRE'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.

image for news Ares Commercial: Yield To Live Like A Millionaire, If You Started Off A Billionaire

InspireMD, Inc. (NSPR) Q2 2025 Earnings Call Transcript — Neutral

NSPR   Seeking Alpha — August 05, 2025

InspireMD, 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.

image for news InspireMD, Inc. (NSPR) Q2 2025 Earnings Call Transcript

New Digital Store Showcases Leading Security Third-Party Software Products and Solutions New Digital Store Showcases Leading Security Third-Party Software Products and Solutions

image for news Carahsoft Launches Zero Trust Solutions Storefront Powered by AWS Marketplace for Public Sector

Douglas Dynamics, Inc. (PLOW) Q2 2025 Earnings Call Transcript — Neutral

PLOW   Seeking Alpha — August 05, 2025

Douglas 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.

image for news Douglas Dynamics, Inc. (PLOW) Q2 2025 Earnings Call Transcript

Top Stock Movers Now: Gartner, Axon Enterprise, Palantir, and More — Negative

AXON  IT  PLTR   Investopedia — August 05, 2025

U.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%.

image for news Top Stock Movers Now: Gartner, Axon Enterprise, Palantir, and More

Clear Channel Outdoor Holdings, Inc. (CCO) Q2 2025 Earnings Call Transcript — Neutral

CCO   Seeking Alpha — August 05, 2025

Clear 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.

image for news Clear Channel Outdoor Holdings, Inc. (CCO) Q2 2025 Earnings Call Transcript

Honeywell will be three separate companies in about one year, says CEO — Neutral

HON   CNBC Television — August 05, 2025

CNBC'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.

image for news Honeywell will be three separate companies in about one year, says CEO

I Was Wrong About Palantir: Upgrading To A Cautious Buy — Positive

PLTR   Seeking Alpha — August 05, 2025

I 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.

image for news I Was Wrong About Palantir: Upgrading To A Cautious Buy

GoDaddy Set to Report Q2 Earnings: What's in the Cards for the Stock? — Positive

GDDY   Zacks Investment Research — August 05, 2025

GDDY eyes 7% revenue growth in Q2 as strong A&C momentum and rising order sizes support upbeat forecasts.

image for news GoDaddy Set to Report Q2 Earnings: What's in the Cards for the Stock?

UBS to Pay $300M to Settle Credit Suisse Mortgage Securities Lawsuit — Negative

UBS   Zacks Investment Research — August 05, 2025

UBS 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.

image for news UBS to Pay $300M to Settle Credit Suisse Mortgage Securities Lawsuit