Shares of security systems manufacturer Napco (NASDAQ:NSSC) jumped 6.1% in the morning session after the company reported second-quarter results that surpassed analyst expectations on the top and bottom lines. The security systems manufacturer reported revenue of $50.72 million and GAAP earnings of $0.33 per share, beating Wall Street's estimates by 14.1% and 23.7%, respectively. However, the results presented a mixed picture for the quarter. While the company significantly outperformed expectations, its sales were flat compared to the same quarter last year, and its earnings per share declined from $0.36. Furthermore, its operating margin contracted to 23.8% from 31.1% a year ago, suggesting that expenses increased relative to revenue. Despite these year-over-year headwinds, investors appeared to focus on the strong beats against consensus estimates, sending the stock higher.
Shares of young adult apparel retailer Tilly’s (NYSE:TLYS)
jumped 5.1% in the morning session after renewed tariff fears hit the retail sector following an announcement of a new investigation into imported furniture. The slide appears to be part of a broader downturn in the retail sector, triggered by an announcement of a "major Tariff Investigation on Furniture coming into the United States."
Shares of non-lethal weapons company Byrna (NASDAQ:BYRN)
jumped 6.4% in the morning session after the company reported a 50% surge in web traffic and a 31% increase in sales after launching a new AI-driven advertising campaign. The personal defense technology company announced that its new proprietary AI-driven advertising process has led to a record 50,000 average daily web sessions in the first 21 days of August, a 50% increase. The successful campaign, titled "We Don't Sell Bananas," has garnered over 66 million views and has already translated into higher sales. Byrna reported that sales on its own website rose 31% during the period, while sessions on its Amazon store grew 75% compared to the 2025 average. Furthermore, the AI strategy has proven highly cost-effective, reducing customer acquisition costs by 43% to just $0.53 per visitor. Investors are reacting positively to the news that the company's innovative marketing is successfully boosting consumer engagement and sales.
Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) fell 3.4% in the morning session after BTIG downgraded the stock to Neutral from Buy. The downgrade was prompted by several concerns highlighted by the investment firm. Citing recent negative field checks, BTIG noted increasing competitive pressure from larger platform vendors in the security space. The analyst, Gray Powell, stated that he believes Wall Street's estimates for the second half of fiscal 2026 and for fiscal 2027 are too high. BTIG now projects SentinelOne's revenue growth will slow to the low double digits over the next couple of years, which is below current market expectations for high-teens to 20% growth. Due to these factors, the firm concluded that a Neutral rating is more appropriate for the stock.
Shares of young adult apparel retailer American Eagle Outfitters (NYSE:AEO) fell 3.5% in the morning session after Bank of America downgraded the apparel maker to 'Underperform' from 'Neutral'. The downgrade came from Bank of America analyst Christopher Nardone, who also trimmed the firm's price target on the stock to $10 from $11. The bank cited concerns over the impact of higher tariffs and slowing sales at the company's activewear brand, Aerie. In line with this outlook, Bank of America reduced its earnings per share (EPS) estimates for American Eagle for fiscal years 2025 and 2026 by 8% and 30%, respectively. The firm noted that it foresees a "longer path to more normalized earnings in the current environment" for the apparel maker.
Shares of aerospace and defense company Rocket Lab (NASDAQ:RKLB)
jumped 10.2% in the morning session after it announced a significant expansion of its U.S. semiconductor manufacturing operations, supported by a $23.9 million government award.
Shares of hair care company Olaplex (NASDAQ:OLPX)
jumped 15.4% in the morning session after Canaccord Genuity upgraded the stock to Buy from Hold and raised its price target to $2.00 from $1.50. The research firm cited brand reinvigoration and a potential return to growth as key reasons for the more optimistic stance. Canaccord Genuity noted that after a difficult period following its IPO, the prestige beauty brand is finally seeing its sales and margins stabilize. The firm believes that investments in marketing, merchandising, and innovation are beginning to yield positive results. Supporting this view, Olaplex's second-quarter sales showed a return to growth, with analysts seeing the potential for positive sales growth in fiscal year 2025. The company's revenue growth was recorded at 2.25% as of June 30, 2025.
Shares of global airline American Airlines (NASDAQ:AAL) fell 3.5% in the morning session after the investment firm Raymond James downgraded the stock to 'Market Perform' from 'Outperform', citing valuation concerns.
Amano Corporation has paid variable semi-annual dividends since July 16, 1987. The current forward-looking annual dividend of $1.22 yields 4.86% per Friday’s $25.12 share price.
Shares of cannabis company Tilray Brands (NASDAQ:TLRY)
jumped 18.6% in the morning session after Jefferies raised its price target on the stock amid growing optimism over a potential shift in U.S. federal cannabis policy.
Shares of beverage company Keurig Dr Pepper (NASDAQ:KDP)
fell 8.2% in the morning session after it announced a plan to acquire JDE Peet's for approximately $18.4 billion and then split into two independent companies. The beverage giant announced a definitive agreement to acquire Dutch coffee firm JDE Peet's in an all-cash transaction valued at approximately $18.4 billion.
Shares of online marketplace Etsy (NASDAQ:ETSY)
fell 5.3% in the morning session after reports that a U.S. tariff exemption for many small online purchases is set to end. The exemption, known as 'de minimis,' has allowed many goods from international sellers to be shipped to U.S. consumers without facing import duties.
Shares of Tilray Brands are trading sharply higher Monday morning. The stock is being bolstered by a positive note from Jefferies and growing optimism around significant U.S. cannabis reform this year.
Tower Semiconductor's stock surged in price last week due to a strong financial performance, bullish analyst sentiment, and exciting product innovation.
Currently, the base variant of the Model Y in the U.S. starts at $44,990 without tax credits, while the more premium long-range all-wheel drive variant starts at $48,990.
GOAT Network, a Bitcoin (CRYPTO: BTC)-native zkRollup, has disclosed the purchase of 34 BTC for a newly launched Pilot Fund, marking the first time a Bitcoin Layer-2 has committed its own BTC treasury to ecosystem growth.
The U.S. M2 money supply rose to a record $22.02 trillion in June 2025, up from $21.94 trillion in May. Year-on-year (YoY) growth stands at 4.53%, reflecting an acceleration compared to last year’s 1.36% growth.
Crescent Energy Co. will acquire Vital Energy Inc. in a $3.1 billion all-stock merger, creating one of the top 10 independent US oil and gas producers.
In this video, Ira Epstein discusses the market's reaction to Friday's rally, suggesting that while there is a pullback today, trends may still be shifting towards interest rate cuts.
Powell’s dovish Jackson Hole remarks signal that the Fed could cut rates as early as September, with markets now pricing an 80% chance of a 25 bps cut.
