I am upgrading Apple Inc. to a buy with a $240 fair value, as China risks fade and AI progress gains focus. AAPL Q3 FY25 results showed strong 9.6% revenue and 12.2% EPS growth, with robust iPhone and double-digit services growth. Apple's expanding services ecosystem and upcoming AI-driven Siri enhancements will be key growth drivers moving forward.

image for news Apple Q3: Double-Digit Growth In Services Continues, Time To 'Buy' (Upgrade)

Forrester Research, Inc. (FORR) Q2 2025 Earnings Call Transcript — Neutral

FORR   Seeking Alpha — August 01, 2025

Forrester Research, Inc. (NASDAQ:FORR ) Q2 2025 Earnings Call July 31, 2025 4:30 PM ET Company Participants Carrie Johnson Fanlo - Chief Product Officer Edward Bryce Morris - Executive Officer George F. Colony - Founder, Chairman, CEO & President Leo Christian Finn - Chief Financial Officer Nate Swan - Chief Sales Officer Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Vincent Alexander Colicchio - Barrington Research Associates, Inc., Research Division Operator Good afternoon, and thank you for standing by.

image for news Forrester Research, Inc. (FORR) Q2 2025 Earnings Call Transcript

Reddit Stock Extends Recovery Thanks To Surprise Q2 Report — Positive

RDDT   Schaeffers Research — August 01, 2025

Shares of Reddit Inc (NYSE:RDDT) have surged this morning, after the social media platform posted adjusted second quarter earnings of $0.45, easily ahead of the $0.19 that was expected.

image for news Reddit Stock Extends Recovery Thanks To Surprise Q2 Report

AG Mortgage Investment Trust, Inc. (MITT) Q2 2025 Earnings Call Transcript — Neutral

MITT   Seeking Alpha — August 01, 2025

AG Mortgage Investment Trust, Inc. (NYSE:MITT ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Anthony W. Rossiello - CFO, Treasurer & Principal Accounting Officer Jenny B.

image for news AG Mortgage Investment Trust, Inc. (MITT) Q2 2025 Earnings Call Transcript

Fluor Corporation (FLR) Q2 2025 Earnings Call Transcript — Neutral

FLR   Seeking Alpha — August 01, 2025

Fluor Corporation (NYSE:FLR ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants James R. Breuer - CEO & Director Jason Landkamer - Director of Investor Relations John C.

image for news Fluor Corporation (FLR) Q2 2025 Earnings Call Transcript

2 Closed-End Funds Generating Passive Monthly Income For Investors — Positive

ECC  ECCC   Seeking Alpha — August 01, 2025

Monthly-paying income investments can be attractive for retirees, but also for those still accumulating wealth, when reinvested for compounding income over time. Fixed-income focused closed-end funds can provide those attractive monthly distribution yields that income-focused investors are looking for. Today, we are looking at two funds that provide a monthly payout plus are trading at attractive discounts.

image for news 2 Closed-End Funds Generating Passive Monthly Income For Investors

ITRI Q2 Earnings Beat, Sales Lag, Stock Sinks 10% on Mixed Outlook — Neutral

ITRI   Zacks Investment Research — August 01, 2025

Itron posts record Q2 2025 earnings and raises EPS outlook, but shares fall 10% on trimmed revenue forecast and mixed segment trends.

image for news ITRI Q2 Earnings Beat, Sales Lag, Stock Sinks 10% on Mixed Outlook

Quaker Chemical Corporation (KWR) Q2 2025 Earnings Call Transcript — Neutral

KWR   Seeking Alpha — August 01, 2025

Quaker Chemical Corporation (NYSE:KWR ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Jeffrey Michael Schnell - Vice President of Investor Relations Joseph A. Berquist - CEO, President & Director Thomas Coler - Executive VP & CFO Conference Call Participants Arun Shankar Viswanathan - RBC Capital Markets, Research Division Jonathan E.

image for news Quaker Chemical Corporation (KWR) Q2 2025 Earnings Call Transcript

GSI Technology, Inc. (GSIT) Q1 2026 Earnings Call Transcript — Neutral

GSIT   Seeking Alpha — August 01, 2025

GSI Technology, Inc. (NASDAQ:GSIT ) Q1 2026 Earnings Call July 31, 2025 4:30 PM ET Company Participants Didier Lasserre - Vice President of Sales Douglas M. Schirle - CFO & Secretary Lee-Lean Shu - Co-Founder, President, CEO & Chairman Conference Call Participants Operator Ladies and gentlemen thank you for standing by.

image for news GSI Technology, Inc. (GSIT) Q1 2026 Earnings Call Transcript

Amazon: Thanks For This Dip — Positive

AMZN   Seeking Alpha — August 01, 2025

Amazon.com, Inc.'s 8% post-earnings dip is an overreaction; AWS remains highly profitable with $10B in quarterly operating profits and 33% margins. Despite slower AWS growth versus Microsoft and Google, Amazon leads the cloud market with a 30% share and robust enterprise client expansion. The U.S. cloud market is poised for long-term growth, and AWS's ability to scale profits is undervalued by the market.

image for news Amazon: Thanks For This Dip

Compared to Estimates, EchoStar (SATS) Q2 Earnings: A Look at Key Metrics — Positive

SATS   Zacks Investment Research — August 01, 2025

The headline numbers for EchoStar (SATS) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

image for news Compared to Estimates, EchoStar (SATS) Q2 Earnings: A Look at Key Metrics

NCS Multistage Holdings, Inc. (NCSM) Q2 2025 Earnings Call Transcript — Neutral

NCSM   Seeking Alpha — August 01, 2025

NCS Multistage Holdings, Inc. (NASDAQ:NCSM ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Michael L. Morrison - CFO & Treasurer Ryan Hummer - CEO & Director Conference Call Participants David Joseph Storms - Stonegate Capital Partners, Inc., Research Division Gowshihan Sriharan - Singular Research, LLC Joshua W.

image for news NCS Multistage Holdings, Inc. (NCSM) Q2 2025 Earnings Call Transcript

Late last year, Lucid Group Inc. (NASDAQ: LCID) began production of its highly anticipated Gravity luxury electric SUV.

image for news Lucid (NASDAQ: LCID) Stock Price Prediction and Forecast 2025-2030 (August 2025)

BrightSpring Health Services, Inc. (BTSG) Q2 2025 Earnings Call Transcript — Neutral

BTSG   Seeking Alpha — August 01, 2025

BrightSpring Health Services, Inc. (NASDAQ:BTSG ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants David Deuchler - Corporate Participant Jennifer A. Phipps - CFO, Chief Accounting Officer & Principal Accounting Office Jon B.

image for news BrightSpring Health Services, Inc. (BTSG) Q2 2025 Earnings Call Transcript

Socket Mobile, Inc. (SCKT) Q2 2025 Earnings Call Transcript — Neutral

SCKT   Seeking Alpha — August 01, 2025

Socket Mobile, Inc. (NASDAQ:SCKT ) Q2 2025 Earnings Call July 31, 2025 5:00 PM ET Company Participants David A. Holmes - Chief Business Officer Kevin J.

image for news Socket Mobile, Inc. (SCKT) Q2 2025 Earnings Call Transcript

ITW Board of Directors Approves Dividend Rate Increase — Neutral

ITW   GlobeNewsWire — August 01, 2025

GLENVIEW, Ill., Aug. 01, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Illinois Tool Works Inc. (NYSE: ITW) authorized a seven percent increase to the dividend payout to shareholders, representing a quarterly increase of $0.11 per share – or $0.44 per share annually – versus the current dividend rate. The Board also declared a dividend on the company's common stock of $1.61 per share for the third quarter of 2025. The dividend equates to $6.44 per share on a full-year basis. The dividend will be paid on October 10, 2025 to shareholders of record as of September 30, 2025.

image for news ITW Board of Directors Approves Dividend Rate Increase

MSA Safety Releases Latest Impact Report — Neutral

MSA   PRNewsWire — August 01, 2025

Publication highlights MSA's mission and quantifiable impact on protecting workers around the world PITTSBURGH , Aug. 1, 2025 /PRNewswire/ -- MSA Safety Incorporated (NYSE: MSA), a global leader in the development and manufacture of advanced safety products and solutions that protect people and facility infrastructures, today announced its latest Impact Report is now available on the company's website. "In 2024, MSA Safety hit a milestone – 110 years dedicated to helping protect the world's workers and workplaces," said Steve Blanco, MSA Safety President and Chief Executive Officer.

image for news MSA Safety Releases Latest Impact Report

Gold Price Outlook – Gold Continues to See Buying After NFP Miss — Negative

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   FXEmpire — August 01, 2025

The Non-Farm Payroll announcement came out much worse than expected, as we are looking at the US jobs situation deteriorating. This being the case, the market is likely to continue to look for safety.

image for news Gold Price Outlook – Gold Continues to See Buying After NFP Miss

Leggett & Platt, Incorporated (LEG) Q2 2025 Earnings Call Transcript — Neutral

LEG   Seeking Alpha — August 01, 2025

Leggett & Platt, Incorporated (NYSE:LEG ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Benjamin M. Burns - Executive VP & CFO J.

image for news Leggett & Platt, Incorporated (LEG) Q2 2025 Earnings Call Transcript

Lumen's Q2 Loss Narrower Than Expected, Revenues Fall Y/Y — Neutral

LUMN   Zacks Investment Research — August 01, 2025

LUMN posts narrower-than-expected loss in the second quarter, lifts 2025 free cash flow outlook and has now about $9 billion in AI-fueled fiber deals.

image for news Lumen's Q2 Loss Narrower Than Expected, Revenues Fall Y/Y