[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

GE Aerospace (GE) Analysis - GE Aerospace operates through commercial engines and services, and defense propulsion technologies segments [2] - The company raised its dividend by over 28% to 36 cents per share in February [4] - GE Aerospace bought back shares for 17 billion in the second quarter [5] - For 2025, GE Aerospace expects organic revenues to grow in the mid-teens digit range [5] - Full year estimates have been increased by 653% over the past 60 days [10] - The 2025 Zach's consensus estimate now stands at $587 per share, reflecting potential growth of over 27% relative to last year [10] Pneumont (NEM) Analysis - Pneumont's average realized gold price was $3,320 per ounce in the second quarter, compared to $2,347 per ounce last year [13] - The company had record free cash flows of 17 billion in the second quarter [13] - Pneumont increased its share buyback plan to 3 billion [15] - The company reduced debt by 372 million since the prior earnings call [23]

Stock Recommendations - Zacks 评级第一，强烈推荐买入的股票 [1] - Zacks 评级第五，强烈推荐卖出的股票 [1] Investment Opportunities - Zacks 提供未来 30 天内有望跑赢市场的七只股票 [1] Resources - 访问 zachs.com/bull 获取更多信息 [1]

[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong buy. [Music] And today's bear of the day, a Zach's rank number five, strong cell.[Music] Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...

Stock Recommendations - Zacks Research highlights 4 stocks with significant price fluctuations in the past month [1] Resources and Services - The report directs viewers to Zacks' website and Stocktwits account for more information [1] - Zacks promotes its weekly deals and Zacks Ultimate service [1]

Market Overview & Trends - Gold prices have broken out to new all-time highs, holding over $3,000 per ounce for the entire second quarter and into the third quarter, leading to tremendous earnings for gold miners [3] - The industry is experiencing a bull market on all metals, both precious and otherwise [24] - Newmont, one of the largest gold miners, reported record earnings and free cash flow, subsequently raising its share buyback plan and paying off debt, indicating favorable market conditions for gold miners [4] Company Performance & Strategies - Agnico Eagle Mines (Agneo), Kinross, and AngloGold Ashanti are highlighted as Zacks number one ranked gold miners, with charts showing an "up and to the right" trend, reflecting strong earnings performance [2][9][18] - Many gold miners are considering expanding share buybacks or paying special dividends due to the high gold prices, rather than significantly raising regular dividends, as they are uncertain about the sustainability of prices above $3,000 [8] - Some gold miners are pursuing acquisitions of smaller miners instead of developing their own mines, due to the cash-intensive and risky nature of mine development [20][21] Individual Company Analysis - Agnico Eagle Mines (Agneo) shows an 89% earnings growth in 2024 and an expected 57% in 2025 [5] - Kinross shows 94% earnings growth this year [10] - Alamos Gold (AGI) is a smaller market cap company with a number three rank, showing 66% earnings growth this year and analysts are more bullish on next year with 33% growth [11][14] - El Dorado Gold, a smaller gold miner with operations in Quebec, Greece, and Turkey, is expected to have 63% earnings growth in 2026 [14][17] - Anglo Gold Ashanti is expected to have earnings up 125% this year [19] Investment Considerations - Analysts are trying to catch up with the dramatic earnings growth, resulting in cheap forward P/E ratios for some gold mining stocks even at their highs [10] - The GDX is mentioned as an ETF option for investing in gold miners [11] - Investors should watch free cash flows and how companies are utilizing their cash [7]

ETF Market Trends and Popularity - Option income ETFs have gained significant popularity this year due to investors' demand for high income, leading to a surge in launches [2] - These ETFs aim to provide high yields and lower portfolio volatility, but it's important to remember that there is no free lunch in investing [2] - Option income ETFs tend to perform best in sideways markets, offering some protection during stock falls but underperforming in strong bull runs [3] - Investors are increasingly seeking exposure to high-growth technology stocks through NASDAQ 100-based ETFs, leading to increased popularity compared to S&P 500-based ETFs [5] ETF Strategies and Holdings - JPMORGAN's JEPIQ ETF mirrors the NASDAQ 100 index and uses a data science-driven approach to select stocks, aiming for favorable risk and reward characteristics, and generates income by writing call options using equity-linked notes (ELNs) [7] - NEOS's QQQI ETF also provides exposure to NASDAQ 100 stocks and uses call options, focusing on tax-loss harvesting opportunities [8][10] - AMPLIFY's QDVO ETF focuses on large-cap dividend growth stocks and writes covered calls on individual stocks, with a more concentrated portfolio [12][13] ETF Performance Comparison - Since its inception in August of last year, AMPLIFY's QDVO ETF has returned approximately 25%, outperforming the NASDAQ 100 index (up about 20%), NEOS's product (up about 19%), the S&P 500 index (up about 16%), JEPQ (up about 15%), while GLOBAL X product significantly underperformed (up about 6%) [14][15][16] - Over a longer term (approximately 3 years), option income products tend to underperform broad indexes; during this period, the NASDAQ 100 index surged about 76%, JEPQ delivered performance similar to the S&P 500 index (both up about 55%), while JEPPY was up about 29% [17] ETF Expense Ratios and Yields - JPMORGAN's JEPIQ ETF has an expense ratio of 35 basis points and a 30-day SEC yield of over 11% [7][8] - NEOS's QQQI ETF is the most expensive of the three highlighted, with an expense ratio of 68 basis points [9] - AMPLIFY's QDVO ETF charges 55 basis points [12] ETF Asset Under Management (AUM) - JPMORGAN's JEPIQ ETF has $28 billion in assets, with $8 billion inflows this year [5] - NEOS's QQQI ETF has $34 billion in assets, with $26 billion inflows this year [8] - AMPLIFY's QDVO ETF has $143 million in assets, with $125 million inflows this year [12]

Welcome to another edition of Brian's Big Idea. I'm Brian Bolan. I'm the aggressive growth stock strategist here at Zachs.And today I want to talk about the generalistic idea of investing and how the Zach rank helps. And then take a look at one of our wonderful services here at Zach. And you know, the hardest thing in the world to do in investing is picking the good stocks, right.And just because you think you got a good name doesn't necessarily always mean it's going to be the case. So sometimes you want t ...

Investment Recommendations - Zacks ranks Okta (OKTA) and CyberArk (CYBR) as strong buys for aggressive growth portfolios [1][9] - The analyst suggests that Okta's stock could increase by 50% within a year, potentially reaching over $150 [8] - CyberArk's stock appears poised to retest the $400 level, making it a worthwhile addition to an aggressive growth watch list [15] Okta (OKTA) Analysis - Okta's market capitalization is $17 billion [2] - The company has consistently exceeded earnings expectations, with an average surprise of 12% to 18% over several quarters [3] - Okta's operating margins are projected to increase from 11% to 66%, indicating strong earnings growth potential [7] - The company exhibits stable growth, with projected growth rates of 94% this year and 96% next year [5] - Okta's valuation shows a price-to-book ratio below 3, which may appeal to value investors, and a price-to-forward sales ratio of 64% [6] CyberArk (CYBR) Analysis - CyberArk's market capitalization is approximately $18-19 billion [9] - The company has shown an average earnings surprise of 44% [10] - CyberArk is experiencing significant topline growth, with a 31%-32% increase expected this year and 19% next year [11] - CyberArk's valuation is high, with a forward earnings multiple of 100x and a price-to-book ratio of 78x, but it has a healthy price-to-sales ratio of 17x [12]

Stock Performance Analysis of Super Micro Computer (SMCI) - SMCI experienced a significant price increase, rising from approximately $30 to over $120 in about two and a half months, resembling an amplified Nvidia in 2023 [1] - The stock faced downward pressure following the "Deep Seek" event, aligning with the downturn in AI-related stocks [2] - A golden cross pattern emerged in late June, coinciding with the stock consolidating above its 200-day moving average [4] - The stock is currently overbought based on the Relative Strength Index (RSI) [5] Key Resistance and Support Levels - The swing high from February represents a critical resistance level for SMCI [7] - The $70 level is identified as a significant confluence of resistance, aligning with the 50% Fibonacci retracement level, the February swing high, and a previous support area from early 2024 [10][11] - A potential support level is identified around $59, coinciding with a Fibonacci level and potentially the 50-day moving average [17] Trading Strategy and Market Outlook - A conservative approach suggests waiting for a failure at the $70 level before considering a short position [12][17] - The analyst suggests caution due to the market being near all-time highs and the potential for increased volatility during earnings season [12][13] - The analyst notes that SMCI may not be as volatile as it matures as a stock, with trading volume having decreased compared to when the stock was initially rising rapidly [15][16]