Builders 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.

image for news Builders FirstSource: Not The Right Time To Build More Position, But  Not Gonna Sell

Apple: Growth, Buybacks, AI-Driven Upside — Positive

AAPL   Seeking Alpha — August 01, 2025

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.

image for news Apple: Growth, Buybacks, AI-Driven Upside

Is Mission Produce's Vertical Model a Long-Term Margin Driver? — Positive

AVO   Zacks Investment Research — August 01, 2025

AVO's vertical integration drives 28% revenue growth and positions it for long-term margin expansion and global scale.

image for news Is Mission Produce's Vertical Model a Long-Term Margin Driver?

Shares 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.

image for news Moderna Stock Drops as Firm Cuts Revenue Outlook on UK Vaccine Deliveries Delay

Amazon Stock Looks to Snap 6-Week Win Streak — Negative

AMZN   Schaeffers Research — August 01, 2025

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.

image for news Amazon Stock Looks to Snap 6-Week Win Streak

BRENTWOOD, 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.

image for news Tractor Supply Celebrates Sponsorship of the U.S. Department of Agriculture's Great American Farmers Market

The buy-now-pay-later (BNPL) market has really been sizzling of late. Undoubtedly, American consumers have been feeling quite the pinch from inflation.

image for news Sezzle (SEZL) vs. Affirm Holdings (AFRM) : Which Buy-Now-Pay-Later Stock Is a Stronger Buy?

Buy, Sell or Hold Pfizer Stock? Key Tips Ahead of Q2 Earnings — Positive

PFE   Zacks Investment Research — August 01, 2025

PFE eyes Q2 earnings beat as strength in Vyndaqel and Padcev is expected to offset declines from Eliquis, Ibrance and Prevnar.

image for news Buy, Sell or Hold Pfizer Stock? Key Tips Ahead of Q2 Earnings

Eastman Chemical Company (EMN) Q2 2025 Earnings Call Transcript — Neutral

EMN   Seeking Alpha — August 01, 2025

Eastman 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.

image for news Eastman Chemical Company (EMN) Q2 2025 Earnings Call Transcript

AES Q2 Earnings Outpace Estimates, Revenues Decline Y/Y — Positive

AES   Zacks Investment Research — August 01, 2025

AES tops Q2 earnings estimates by 31% despite lower revenues and a GAAP loss due to tax and lease impacts.

image for news AES Q2 Earnings Outpace Estimates, Revenues Decline Y/Y

Take a Bite of Apple's Solid Q3 Earnings With These ETFs — Positive

AAPL   Zacks Investment Research — August 01, 2025

As AAPL pops on earnings, ETFs like GXPT, VGT, FTEC and others could see an upside given their Apple-heavy portfolios.

image for news Take a Bite of Apple's Solid Q3 Earnings With These ETFs

Best Momentum Stocks to Buy for August 1st — Positive

ARI  META   Zacks Investment Research — August 01, 2025

META and ARI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 1, 2025.

image for news Best Momentum Stocks to Buy for August 1st

American 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.

image for news American Axle & Manufacturing (AXL) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive

BEN   Zacks Investment Research — August 01, 2025

The 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.

image for news Franklin Resources (BEN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Figma's initial public offering this week was a boon for investors. Well, some investors.

image for news Figma stock went to the moon after its IPO. Some Robinhood users say they could only buy 1 share

Will Canopy Growth Corporation (CGC) Report Negative Earnings Next Week? What You Should Know — Negative

CGC   Zacks Investment Research — August 01, 2025

Canopy 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.

image for news Will Canopy Growth Corporation (CGC) Report Negative Earnings Next Week? What You Should Know

Okeanis 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.

image for news Okeanis Eco Tankers Corp. (ECO) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Brookfield Renewable (BEP) Reports Q2 Earnings: What Key Metrics Have to Say — Positive

BEP   Zacks Investment Research — August 01, 2025

The 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.

image for news Brookfield Renewable (BEP) Reports Q2 Earnings: What Key Metrics Have to Say

Will New Fortress Energy (NFE) Report Negative Q2 Earnings? What You Should Know — Negative

NFE   Zacks Investment Research — August 01, 2025

New 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.

image for news Will New Fortress Energy (NFE) Report Negative Q2 Earnings? What You Should Know

Under Armour (UAA) Reports Next Week: Wall Street Expects Earnings Growth — Positive

UAA   Zacks Investment Research — August 01, 2025

Under 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.

image for news Under Armour (UAA) Reports Next Week: Wall Street Expects Earnings Growth