Shivani Kumaresan

・Target shares hit a two-year high of $170.75, extending an 18% monthly gain on strong Q2 results.

Weak footwear demand, lowered outlook, analyst target cuts, and Foot Locker concerns weigh on investors.

XPeng's strong earnings did little to calm delivery concerns, while On Holding faced retail pressure and L3Harris dealt with leadership changes and higher spending concerns.

Trump's Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

Jefferies sees Nike's recent stock weakness as a potential buying opportunity.

BlackBerry is taking a cautious approach to AI in safety-critical QNX software, while betting on long-term growth from industrial automation and physical AI applications.

Morningstar's Dave Sekera said Lowe's offers a more attractive valuation than Home Depot following Q2 results.

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects.

・CEO John Giamatteo said the company is careful about AI in QNX's core software but uses it for testing, development, and faster product launches.