Builders FirstSource: Not The Right Time To Build More Position, But Not Gonna Sell — Positive
BLDR Seeking Alpha — August 01, 2025Builders FirstSource, Inc. demonstrates resilience with strong liquidity and strategic management, despite ongoing housing market softness and declining revenues. The valuation remains stretched; the stock is still expensive relative to historical averages and my updated DCF and P/B targets. Technical indicators show some bullish momentum, but overbought signals and weak buying volume suggest caution.

Apple Inc.'s Q3 results beat expectations, driven by record Services revenue, now making up 29% of total revenue, and China-driven iPhone sales. Strong earnings and aggressive share buybacks make Apple highly attractive for capital returns. Apple is likely going on an AI-driven spending spree and could acquire AI startups in order to develop and build out its own AI software services.

Is Mission Produce's Vertical Model a Long-Term Margin Driver? — Positive
AVO Zacks Investment Research — August 01, 2025AVO's vertical integration drives 28% revenue growth and positions it for long-term margin expansion and global scale.

Moderna Stock Drops as Firm Cuts Revenue Outlook on UK Vaccine Deliveries Delay — Negative
MRNA Investopedia — August 01, 2025Shares of Moderna (MRNA) fell sharply Friday after the company lowered the top end of its full-year revenue outlook because of a delay in vaccine deliveries to the UK.

Amazon.com Inc (NASDAQ:AMZN) stock is down 6.4% to trade at $219.15 at last check, despite better-than-expected second-quarter results, after the e-commerce giant issued a lackluster operating income outlook for the current quarter.

Tractor Supply Celebrates Sponsorship of the U.S. Department of Agriculture's Great American Farmers Market — Neutral
TSCO Business Wire — August 01, 2025BRENTWOOD, Tenn.--(BUSINESS WIRE)-- #FarmersMarket--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, today announced its participation as a title sponsor of the U.S. Department of Agriculture's (USDA) 2025 Great American Farmers Market, which celebrates the nation's farmers, ranchers and producers in anticipation of the United States' 250th anniversary in 2026. The market will take place daily beginning Sunday, August 3, through Friday, August 8, from 4 to 8 p.m.

Sezzle (SEZL) vs. Affirm Holdings (AFRM) : Which Buy-Now-Pay-Later Stock Is a Stronger Buy? — Positive
AFRM SEZL 24/7 Wall Street — August 01, 2025The buy-now-pay-later (BNPL) market has really been sizzling of late. Undoubtedly, American consumers have been feeling quite the pinch from inflation.

Buy, Sell or Hold Pfizer Stock? Key Tips Ahead of Q2 Earnings — Positive
PFE Zacks Investment Research — August 01, 2025PFE eyes Q2 earnings beat as strength in Vyndaqel and Padcev is expected to offset declines from Eliquis, Ibrance and Prevnar.

Eastman Chemical Company (EMN) Q2 2025 Earnings Call Transcript — Neutral
EMN Seeking Alpha — August 01, 2025Eastman Chemical Company (NYSE:EMN ) Q2 2025 Earnings Conference Call August 1, 2025 8:00 AM ET Company Participants Gregory A. Riddle - Vice President of Investor Relations & Communications Mark J.

AES Q2 Earnings Outpace Estimates, Revenues Decline Y/Y — Positive
AES Zacks Investment Research — August 01, 2025AES tops Q2 earnings estimates by 31% despite lower revenues and a GAAP loss due to tax and lease impacts.

Take a Bite of Apple's Solid Q3 Earnings With These ETFs — Positive
AAPL Zacks Investment Research — August 01, 2025As AAPL pops on earnings, ETFs like GXPT, VGT, FTEC and others could see an upside given their Apple-heavy portfolios.

Best Momentum Stocks to Buy for August 1st — Positive
ARI META Zacks Investment Research — August 01, 2025META and ARI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 1, 2025.

American Axle & Manufacturing (AXL) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release — Positive
AXL Zacks Investment Research — August 01, 2025American Axle (AXL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive
BEN Zacks Investment Research — August 01, 2025The headline numbers for Franklin Resources (BEN) 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.

Figma stock went to the moon after its IPO. Some Robinhood users say they could only buy 1 share — Positive
FIG Fast Company — August 01, 2025Figma's initial public offering this week was a boon for investors. Well, some investors.

Will Canopy Growth Corporation (CGC) Report Negative Earnings Next Week? What You Should Know — Negative
CGC Zacks Investment Research — August 01, 2025Canopy Growth (CGC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Okeanis Eco Tankers Corp. (ECO) Expected to Beat Earnings Estimates: Can the Stock Move Higher? — Positive
ECO Zacks Investment Research — August 01, 2025Okeanis Eco Tankers Corp. (ECO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Brookfield Renewable (BEP) Reports Q2 Earnings: What Key Metrics Have to Say — Positive
BEP Zacks Investment Research — August 01, 2025The headline numbers for Brookfield Renewable (BEP) 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.

Will New Fortress Energy (NFE) Report Negative Q2 Earnings? What You Should Know — Negative
NFE Zacks Investment Research — August 01, 2025New Fortress Energy (NFE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Under Armour (UAA) Reports Next Week: Wall Street Expects Earnings Growth — Positive
UAA Zacks Investment Research — August 01, 2025Under Armour (UAA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
