While the broader market hovers near all-time highs, not every stock's getting in on the celebration. In fact, some of the year's best performers are now well off their highs, including Men and My Favorites. You know what that is.Opportunity. Take Spotify. That's the world's most popular music streaming subscription service.With the company boasting a user base of nearly 700 million strong, many of you are users. You might even be listening to this episode on Spotify right now. Over the past couple of years ...

Market Overview & Investment Strategy - The market experienced profit-taking after a recent rally, but negativity might be costing investors money [1][2] - The relentless drumbeat of negative news, particularly regarding tariffs, makes people feel insecure [5][6] - Companies are generally mitigating tariffs effectively [16] - There's an aversion to investing when stocks are on sale, even though companies are performing well [21][22] Company Specific Analysis - **Cotera Energy (Oil & Gas):** Despite strong free cash flow yield (better than any segment in the entire market), the stock struggles due to being an oil and gas company [29][32] - Cotera Energy's natural gas portfolio, particularly in northeast Pennsylvania, is underestimated and offers high returns on capital [34][35] - Cotera Energy is prioritizing debt reduction with a plan to retire a $1 billion term note, after which they will resume aggressive buybacks [47] - **Spotify (Music Streaming):** Despite a recent stock drop due to weaker-than-expected ad revenue growth (up 5% on a constant currency basis), the company's user base is strong, with 696 million monthly active users (up 11% year-over-year) and 276 million premium subscribers (up 12% year-over-year) [52][55][60] - Spotify is increasing premium subscription prices in several regions outside the US [67] - Spotify has increased its buyback authorization from $1 billion to $2 billion, with $1.9 billion still available [70] - **Mountain (Ad Tech):** The company reported better-than-expected revenue and earnings after going public at $16 in late May, running to $31 [80][81] - 97% of Mountain's customers have never advertised on TV before [85][86] - **Palantir (Software/AI):** Palantir's valuation looks high based on traditional metrics (over 200 times next year's earnings estimates), but it scores highly on the "Rule of 40" with a revenue growth of 48% and an adjusted operating margin of 46%, yielding a score of 94 [108][109][110] - Palantir had $1 billion in revenue this quarter [111]

Time now for the final trade. Go around the horn. Tim, get us started.Mike, great having you today. And boy, a big smile on your face despite what's going on in the Bronx these days. Fizer.Visor also some great stuff. >> Also, thanks to Mike uh Senovas and Go Liberty, >> Dan. Go Liberty.Uh Palanteer. Last time it was this far away from its 200 day moving average and the RSI was here, the stock spent the next month and a half going down 40%. >> Guy, >> I think you're the hardest working individual at CNBC.We ...

Welcome back to Fast Money. Shares of Voyager Technologies tumbling almost 15% today. The defense and space company last night giving its first earnings report since its June IPO.Voyager reporting a wider loss in the second quarter than a year ago. Revenue did rise 25%. Shares of Voyager rocketed 82% on its first day of trade, but they've given back a lot of those gains.The stock now up just 10% from its offer price. Now for more on the earnings and the outlook, let's bring in Voyager Technologies chairman ...

Bank of America CEO Brian Moyahan says he does does not expect a recession despite today's disappointing ISM data. Take a listen to what he said. >> Our economists believe there'll be no recession.They believe the econ the economy in the US will go about 1 one and a half% this year. They believe that the Fed will not cut rates because inflation will take longer to get down. >> That the Fed will not cut rates >> during 25.They'll cut them at 26. And that they've been on that for a long time. And they believe ...

guy, you know, look, the market showed a little sensitivity to this, right. You got a little bit of a whoosh down after the numbers. Banks actually took it on the chin.Mostly came back though. So, h how do you put it in context. The stagflation part I think is really important.I think it was about 13 or so months ago, maybe 14, almost to the day when Jerome Pal when asked about stagflation, he said, trying to be clever, I see neither the stag nor the inflation. And quite frankly, we have both now. And the f ...

John, thank you very much. This is a wider thanex expected loss for the second quarter for Rivian. The company losing 80 cents a share. The street was expecting a loss of 65 cents a share.Revenue roughly in line with expectations coming in at $1.3% billion. The company after two straight quarters of a gross profit swung to a negative a gross loss if you will, $26 million in the second quarter. No change in the fullear delivery guidance.still expecting to deliver between 40 and 46,000 vehicles, but it is wid ...

So, I I got up early because we're on East Coast time. I was I was working out and I was watching your wonderful show and he came on and I'm telling you, I'm still trying to unsee some of the visuals that he created with his commentary. But look, the president's after the right thing, which is the laws, rules, and regulations around our industry became used to cause things to happen.It's whether it's BSL, whether it's KYC, whether it's reputational risk. going to hear Tim Scott quote about it. It is right t ...

Welcome back. This morning we got second quarter results from Zoetas which showed the company beating estimates raising its guidance. The stock did close lower on weakness from Labrella.This is its osteoarthritis medication for dogs. But joining us now on set for an exclusive interview is Zoetta CEO Kristen Pat. Kristen, it's great to have you on.And it was it was a beat and raised quarter and yet shares were under pressure. I guess just walk me through what you're seeing with Labrella as that seems to be w ...

There there was a big correction in the market after liberation day which were much much higher levels and quite concerning uh across the board and there was some question as to whether they were going to be to negotiate or not. Um right now the market is is looking at some certainty and some uncertainty. Um clearly the market's driven right now by a lot of AI spending a lot of capex in technology.This is all very very good things for the US economy on trade. I think it's going to take time to see how these ...