S&P 500: Prep For A Red August (Technical Analysis) — Negative
IVV SPLG SPXL SPY SSO UPRO VOO Seeking Alpha — August 10, 2025August is historically weak for the S&P 500 in post-election years, and if the President is in his second term, it gets even worse with an average return of -3.4%. The near-term technical signals are mixed, but we don't have to anticipate every move - I am waiting for the "fat pitch.

AAPL INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Apple Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
AAPL GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Apple Inc. (“Apple” or “the Company”) (NASDAQ: AAPL) and certain of its officers.

Nvidia claps back against Chinese accusations its H20 chips pose a security risk — Negative
NVDA CNBC — August 10, 2025Nvidia pushed back Sunday in response to allegations from Chinese state media that its H20 artificial intelligence chips are a national security risk for China.

LINEAGE INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Lineage, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead Investor Class Action Lawsuit - LINE — Neutral
LINE GlobeNewsWire — August 10, 2025SAN DIEGO, Aug. 10, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers of Lineage, Inc. (NASDAQ: LINE) common stock in or traceable to the registration statement used in connection with Lineage's July 2024 initial public offering (the “IPO”), have until September 30, 2025 to seek appointment as lead plaintiff of the Lineage class action lawsuit. Captioned City of St. Clair Shores Police and Fire Retirement System v. Lineage, Inc., No. 25-cv-12383 (E.D. Mich.), the Lineage class action lawsuit charges Lineage as well as certain of its top executives, directors, IPO underwriters, and IPO sponsor with …

Disinflation Dividend: REIT Earnings Scorecard — Positive
AMH AMT ARR BBRE BFS BHR CBL CCI CHCT CIO COLD DRN DRV ELME ELS EPR EQIX ESS EXR FREL FRI GLPI GPMT IARAX ICF ILPT INVH IRM IYR JRS KBWY LAMR LINE LXP NRO NTST OUT PPTY PSA PSR RC REG REIT REK RFI RITM RNP RQI RWR SCHH SEVN SKT SLG SRS SRVR SUI URE USRT VICI VNQ VRAI WELL XHR XLRE Seeking Alpha — August 10, 2025A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Paramount Group's earnings call revealed big new lease, and another followed — Neutral
PGRE New York Post — August 10, 2025Chairman and CEO Albert Behler told analysts that one of the company's prime Midtown assets, 1301 Sixth Ave., welcomed investment bank Piper Sandler, which signed for 140,000 square feet.

Rockwell Automation announces MAJOR shift from Canada to US — Positive
ROK Fox Business — August 10, 2025Rockwell Automation CEO Blake Moret outlines the future of automation as the company ramps up U.S. manufacturing and invests $2 billion in A.I.-driven productivity and workforce innovation.

VRA Investor News: If You Have Suffered Losses in Vera Bradley, Inc. (NASDAQ: VRA), You Are Encouraged to Contact The Rosen Law Firm About Your Rights — Neutral
VRA GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Vera Bradley, Inc. (NASDAQ: VRA) resulting from allegations that Vera Bradley may have issued materially misleading business information to the investing public.

Energy is undervalued versus tech, and Suncor Energy is an attractive stock for value and income investors. Suncor demonstrates record production, disciplined cost control, and robust shareholder returns through dividends and aggressive share buybacks. Operational turnarounds have driven higher volumes at lower costs, positioning SU for sustained earnings growth and improved refinery performance.

I maintain my Hold rating on JELD-WEN Holding as demand remains weak, execution issues worsen, and the balance sheet is now a growing concern. JELD's Q2 results showed significant revenue and margin declines, with North America sales down sharply and operational issues leading to market share loss. Negative price/cost dynamics, new tariff costs, and a lack of pricing power further limit the likelihood of earnings or margin recovery in the near term.

Walgreens Boots Alliance (WBA 0.34%) has been a difficult stock to love for a few years, thanks to multiple corporate missteps. It got so bad that the board decided the best course of action was to effect a turnaround under private hands.

WGS Investor News: If You Have Suffered Losses in GeneDx Holdings Corp. (NASDAQ: WGS), You Are Encouraged to Contact The Rosen Law Firm About Your Rights — Neutral
WGS GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GeneDx Holdings Corp. (NASDAQ: WGS) resulting from allegations that GeneDx may have issued materially misleading business information to the investing public.

Shift4 Payments: Keep Buying The Dip And Do Not Look Back — Positive
FOUR Seeking Alpha — August 10, 2025Shift4 Payments delivered record payment volumes and revenue, raising FY 2025 guidance and demonstrating robust growth in core business metrics. Recent share issuance and debt increase for the Global Blue acquisition caused short-term concerns, but free cash flow remains strong and acquisition synergies are promising. Despite a dip in net income and rising interest expenses, management expects Global Blue to accelerate growth and expand Shift4's market reach.

Aspen Aerogels: Still Many Questions After A Big Setback — Negative
ASPN Seeking Alpha — August 10, 2025Aspen Aerogels has stabilized after a dramatic boom-bust cycle that in itself was driven by EV market volatility and overexpansion. Revenue and EBITDA guidance suggest modest improvement, but near-term growth remains muted and heavily reliant on GM as a key customer. Long-term risks persist from EV market uncertainty, competition, and potential technological shifts like solid-state batteries reducing insulation demand.

Third Coast Bancshares: Asset Quality And Valuation Justify A Bullish Outlook — Positive
TCBX Seeking Alpha — August 10, 2025Third Coast Bancshares remains a 'buy' as robust asset quality and strong fundamentals outweigh its modest premium to book value. Net interest margin and loan growth are driving revenue and profit gains, with net income up significantly year over year. The company trades at a low price-to-earnings multiple of 8.5, making it cheaper than peers on this metric.

Can $10,000 in The Metals Company Stock Turn Into $50,000 by 2030? — Neutral
TMC The Motley Fool — August 10, 2025TMC The Metals Company (TMC 1.99%) has been one of the market's most explosive stocks across 2025's trading. Even after a recent pullback, the company's share price has surged roughly 368% year to date as of this writing.

8x8 Q1 Earnings: Growth Is Picking Up But Margins Are Under Pressure — Negative
EGHT Seeking Alpha — August 10, 2025Q1 service revenue was above the higher end of guidance, increasing 5% year over year after adjusting for the Fuze headwind. Gross margins are trending lower, leading to operating margin and cash flow guidance being lowered. The high debt load and lower FCF point to a prolonged deleveraging process with higher refinancing risk.

This Magnificent Vanguard ETF Just Hit an All-Time High. Should You Invest Now or Wait? — Positive
VOOG The Motley Fool — August 10, 2025The stock market has had a roller-coaster of a year, both entering correction territory and setting new all-time highs within a matter of months.

ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Novo Nordisk A/S Investors to Secure Counsel Before Important Deadline in Securities Class Action - NVO — Neutral
NVO GlobeNewsWire — August 10, 2025NEW YORK, Aug. 10, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of Novo Nordisk A/S (NYSE: NVO) between May 7, 2025 and July 28, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 30, 2025.
