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​​​​​​​Last night at midnight, goods from more than 60 countries and the European Union became subject to tariff rates of 10% or higher.

Although Datadog delivered the goods in Q2, investors had forward-looking concerns, dropping DDOG stock. Still, this could be a discount.

Here are three stocks with a unique advantage in a more fractured, protectionist world—and where the entry point still makes sense.

Shares of casual restaurant chain Noodles & Company (NASDAQ:NDLS) jumped 3% in the afternoon session after the company announced a change in leadership and postponed its second-quarter earnings report. The fast-casual restaurant chain appointed Joseph D. Christina as its new President and CEO, following the resignation of Drew Madsen for personal medical reasons. In conjunction with the leadership news, the company also rescheduled its second-quarter 2025 financial results conference call, pushing it from August 6th to August 13th. The sudden executive change combined with the delayed financial update likely created uncertainty among investors. This news also followed a period where earnings per share estimates experienced several downward revisions.

Shares of gaming, betting and entertainment company Bally's Corporation (NYSE:BALY) jumped 4.3% in the morning session after the company revealed a new front-of-shirt sponsorship deal with English Premier League club Nottingham Forest. The company's logo will feature on the men's first-team shirts for the 2025/26 season. This partnership marked a significant step for Bally's expansion into the UK market, as Nottingham Forest prepared to compete in its fourth consecutive Premier League campaign. Crucially, the club also qualified for European competition for the first time in three decades, which offered Bally's a major platform to increase its brand profile across Europe.

Shares of life sciences company Azenta (NASDAQ:AZTA) jumped 3.3% in the afternoon session after an upgrade from investment firm Raymond James, which lifted its rating to 'outperform' from 'market perform'. The investment firm set a new price target of $35.00, which indicated a potential upside of over 30% from the stock's previous price. This upgrade followed Azenta's fiscal third-quarter results. Raymond James described the report as "noisy," noting that while the company beat earnings per share forecasts, it missed on revenue. Despite the mixed results, the analysts suggested the stock had potentially reached a bottom, which prompted the more optimistic rating.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 3.4% in the morning session after Barclays raised its price target on the stock. The investment bank lifted its price target to $45.00 from $29.00, a significant increase of over 55%. Despite the substantial jump in the price objective, Barclays maintained its 'Equal-Weight' rating on the technology company's shares. This analyst action followed the company's disappointing fiscal fourth-quarter results from earlier in the week, where both revenue and earnings fell short of estimates.

Shares of engineered materials manufacturer Rogers (NYSE:ROG) jumped 5.3% in the afternoon session after activist investor Starboard Value disclosed it acquired a stake of more than 9% in the engineering materials company, with plans to push for changes to boost its stock value. The hedge fund's renewed interest followed a period where Rogers' stock had declined by nearly 31% year-to-date, a drop attributed to slowing demand for electric vehicles. Starboard Value previously took a significant position in 2023, which led to the appointment of two independent directors to the company's board. Investors reacted positively to the development, as the activist's involvement signaled a potential for enhanced financial performance and overshadowed a recent analyst downgrade.

Shares of vertically integrated manufacturing solutions provider Mayville Engineering Company (NYSE:MEC) fell 7% in the afternoon session after DA Davidson lowered its price target on the stock in response to weak second-quarter results and a reduced outlook. The investment firm cut its price expectation to $18.00 from $23.00. The move followed Mayville's report of a 19.1% sales drop in the second quarter, which resulted in a net loss of $1.1 million. The manufacturer pointed to weaker demand from customers in key markets like agriculture and construction. Compounding the negative news, the company slashed its full-year financial guidance and withdrew its 2026 financial targets, citing an uncertain economic outlook.

Shares of water handling and recycling company Aris Water (NYSE:ARIS) jumped 20.7% in the afternoon session after it announced its acquisition by Western Midstream Partners for approximately $1.5 billion in cash and stock. The agreement gave Aris shareholders the option to receive either $25 in cash or 0.625 units of Western Midstream for each share held. This strategic purchase aimed to create a more integrated water management system for Western Midstream in the Delaware Basin, expanding its footprint into the New Mexico part of the Permian Basin. The companies expected the transaction to close by the end of 2025.

Shares of welding and cutting equipment manufacturer ESAB (NYSE:ESAB) jumped 4.8% in the afternoon session after Stifel upgraded the stock to Buy from Hold, viewing the prior day's steep stock decline as a compelling buying opportunity. The upgrade followed a steep drop in the company's shares on the previous day, even after ESAB reported strong second-quarter results. Analysts at Stifel called the sell-off a "compelling entry point" for a quality company. The day before, ESAB announced record core adjusted EBITDA margins of 20.4% and raised its full-year 2025 guidance, citing robust demand. Stifel kept its $141 price target, which suggested confidence in the company's future performance despite the market's initial negative reaction.

Shares of application performance monitoring software provider Dynatrace (NYSE:DT) fell 6.8% in the afternoon session after BMO Capital trimmed its price target on the stock, citing new customer additions that were slightly below expectations. The analyst action overshadowed the company's otherwise strong first-quarter fiscal 2026 earnings report from the previous day, where Dynatrace exceeded its own guidance. The company posted robust subscription revenue growth and achieved impressive free cash flow margins. However, BMO Capital focused on the weaker new customer numbers, a key metric for future growth. The firm lowered its price target to $62 from $63, though it maintained its Outperform rating on the shares.

Shares of cannabis company Tilray Brands (NASDAQ:TLRY) jumped 4.9% in the afternoon session after the company announced the launch of its new Humble Seed Whole Wheat Protein Crackers, now available at Whole Foods Market. This move marked a notable expansion of the company's wellness product offerings into a major retail chain. The positive sentiment also followed other recent events. Earlier in the week, an analyst upgraded the stock to a "Buy" rating, and at the end of July, CEO Irwin D. Simon purchased 165,000 shares. This insider purchase signaled strong confidence in the company's direction.

Shares of oncology (cancer) diagnostics company NeoGenomics (NASDAQ:NEO) jumped 4.8% in the afternoon session after news of a significant insider purchase by a key executive. The move followed the disclosure of an insider purchase by Jeffrey Sherman, the Chief Financial Officer of a company subsidiary. Sherman acquired 20,000 shares, a transaction often interpreted by investors as a strong signal of confidence in a company's prospects. This positive development appeared to outweigh the more cautious sentiment from Wall Street, where a consensus of analysts rated the stock as a "Hold." Investors seemingly focused on the executive's bullish action rather than recent negative headlines, including a law firm's investigation into the company's prior financial reporting.

Shares of solar energy systems company Shoals (NASDAQ:SHLS) jumped 5.7% in the afternoon session after it received a key analyst upgrade from Roth/MKM following a strong second-quarter earnings report. The investment firm lifted its rating on the stock to 'Buy' from 'Neutral' and doubled its price target to $10.00. The upgrade followed Shoals’ announcement that its second-quarter revenue jumped 11.7% from the prior year to $110.8 million, while its earnings per share of $0.10 surpassed analyst forecasts. Bolstered by the results, Shoals also increased its full-year revenue guidance, pointing to a record order backlog which signaled robust demand for its solar energy products.

Shares of construction equipment company Caterpillar (NYSE:CAT) fell 3% in the afternoon session after an analyst at Morgan Stanley downgraded the stock to "Underweight" from "Equal-weight," citing concerns over the company's valuation and weakening fundamentals. The analyst warned the stock was "priced for perfection" amid deteriorating pricing trends and margin pressures, and cut the price target to $350. This downgrade followed the company's recent second-quarter earnings report, which missed analyst expectations. In that report, Caterpillar revealed its earnings per share fell 21% from the previous year, hurt by lower revenues and higher costs. The company's operating profit margin also dropped significantly compared to the same period last year.

Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 4% in the afternoon session after several Wall Street analysts expressed confidence in the company by raising their price targets. Analysts at TD Cowen increased their price target on Dell to $125.00, while Bank of America lifted its target to $165.00 with a "buy" rating. This positive sentiment from Wall Street analysts appeared to bolster investor confidence. The company also declared a quarterly dividend of $0.525 per share. These developments occurred despite a recent mixed earnings report where earnings per share missed estimates, but revenue saw a slight year-over-year increase. Overall, the stock maintained a "Moderate Buy" consensus rating from sixteen analysts.

Shares of nutrition products company Bellring Brands (NYSE:BRBR) jumped 4.8% in the afternoon session after Stephens upgraded the stock to 'overweight' from 'equal weight', viewing the recent post-earnings plunge as a buying opportunity. The upgrade followed a steep 33% drop in the stock earlier in the week. That decline occurred even after the company reported fiscal third-quarter results that surpassed Wall Street expectations. BellRing posted an adjusted earnings per share of $0.55 on revenue of $547.5 million, beating forecasts. Stephens set a $50 price target on the shares. Other analysts also weighed in, with Barclays maintaining an 'overweight' rating but lowering its price target to $50, reflecting some caution despite the positive outlook.

Shares of social media management software company Sprout (NASDAQ:SPT) fell 8% in the afternoon session after analyst firm Oppenheimer slashed its price target on the stock, fueling investor concerns despite a positive earnings report. The firm cut its price target to $23 from $32. This negative sentiment from Wall Street appeared to overshadow the company's strong second-quarter performance, where both earnings and revenue topped analyst forecasts. Sprout Social also lifted its full-year revenue guidance. However, another firm, Cantor Fitzgerald, maintained its cautious "Neutral" rating, citing the need to see a reacceleration in revenue growth before becoming more positive. The analyst actions suggested that the market focused more on future growth prospects than on the recent earnings beat.

Shares of infrastructure and defense services provider Parsons (NYSE:PSN) jumped 3.1% in the morning session after Baird upgraded the stock to Outperform from Neutral, citing a strong growth outlook. The investment firm also raised its price target to $92 from $78. Baird pointed to expectations of double-digit organic growth and noted potential near-term catalysts that appeared not yet reflected in the stock price. This move followed the company's second-quarter report from the previous day, in which Parsons raised its full-year outlook for revenue and cash flow. The positive sentiment was echoed by Keybanc, which also maintained an "Overweight" rating and increased its price target for the company.

Shares of materials and photonics company Coherent (NYSE:COHR) jumped 5.9% in the afternoon session after the company announced a new multiyear strategic supply agreement with Apple, expanding their long-standing partnership. The photonics company expanded its long-standing partnership to supply vertical-cavity surface-emitting lasers, or VCSELs, which powered key features like Face ID. The components were manufactured at Coherent's facility in Sherman, Texas, as part of Apple's commitment to American manufacturing. The news added to recent positive sentiment, as one analyst recently increased the stock's price target to $97, and other reports highlighted the company's favorable growth outlook.

Shares of home energy technology company Enphase (NASDAQ:ENPH) jumped 5.8% in the afternoon session after its President and CEO, Badrinarayanan Kothandaraman, disclosed the purchase of 5,000 shares of company stock, signaling strong confidence in the firm's outlook. The transaction, valued at approximately $154,100, was detailed in a regulatory filing. Investors often viewed such a substantial investment by a key executive as a bullish indicator for a company's future prospects. The purchase provided a positive boost for the stock, happening even as some analysts recently expressed a more cautious outlook on the company, including a price target reduction.

Shares of boutique fitness studio franchisor Xponential Fitness (NYSE:XPOF) fell 4.1% in the afternoon session after the company announced an immediate change in its leadership. The company's board of directors appointed Mike Nuzzo as the new Chief Executive Officer, effective immediately, succeeding Mark King who resigned from his roles as CEO and director. Such an abrupt leadership transition often created uncertainty among investors regarding a company's strategic stability. This management shake-up also coincided with the day the company had scheduled its second-quarter financial results announcement.

Shares of biopharma company Jazz Pharmaceuticals (NASDAQ:JAZZ) jumped 4.8% in the afternoon session after the company received accelerated approval from the U.S. Food and Drug Administration (FDA) for Modeyso, its new treatment for a rare brain tumor. 

Shares of internet of Things company Samsara (NYSE:IOT) fell 6% in the afternoon session after an analyst at Piper Sandler lowered the company's price target to $47 from $53, citing a more cautious outlook. While the investment firm maintained its "Overweight" rating, the target reduction added to existing investor worries. A recent letter from the Artisan Mid Cap Fund highlighted that investors focused on management's comments regarding contract delays tied to the macroeconomic environment. These concerns lingered from a previous stock dip in June, when the company's forward-looking guidance underwhelmed the market, overshadowing first-quarter results that beat expectations.

Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) fell 13.9% in the afternoon session after its oral weight-loss drug trial results disappointed investors, overshadowing an otherwise strong quarterly earnings report and guidance increase. 

Shares of cloud security platform Zscaler (NASDAQ:ZS) fell 7.1% in the afternoon session after industry bellwether, Fortinet, reported underwhelming second-quarter earnings. The primary concern for investors stemmed from the revelation that the company is already 40-50% of the way through a major firewall refresh cycle, a faster pace than analysts had anticipated. This news suggests that a significant driver of recent growth may be short-lived, and underlying product revenue growth appears weaker than previously thought. The commentary from the industry leader, coupled with multiple analyst downgrades, fueled fears of a broader slowdown in the cybersecurity sector. This led to a ripple effect, dragging down shares of other cybersecurity companies as investors re-evaluate the industry's near-term growth prospects.

Shares of cybersecurity company CrowdStrike (NASDAQ:CRWD) fell 5.6% in the afternoon session after industry bellwether, Fortinet, reported underwhelming second-quarter earnings. 

Shares of energy recovery device manufacturer Energy Recovery (NASDAQ:ERII) jumped 8.4% in the afternoon session after the company announced a new $25 million share repurchase program following strong second-quarter financial results. The buyback program, which allows a company to purchase its own stock from the market, was its third in the last year, bringing the total to $105 million. Management expressed confidence in its growth strategy and its ability to generate cash. This sentiment was further bolstered by the company's second-quarter earnings, where income from operations surged 173.2% compared to the prior year. Additionally, the company reiterated its full-year 2025 guidance and noted its core desalination business proved resilient.

Continued claims hit a new high for the move of 1.974 million. That’s not the full story.

The coffee purveyor delivered piping hot results for investors.

Gold gains on safe-haven demand, steady U.S. Treasury yields, and Trump’s tariffs kicking in.

Nate Geraci, president of NovaDius Wealth Management, outlined the latest developments in the crypto ETF arena, asserting that BlackRock is expected to file for spot XRP (CRYPTO:

Telecommunications and cable service provider Liberty Broadband (NASDAQ:LBRDK) announced better-than-expected revenue in Q2 CY2025, with sales up 6.1% year on year to $261 million. Its GAAP profit of $2.68 per share increased from $1.36 in the same quarter last year.

The Dow Jones fell around 400 points on Thursday, buckling as tariffs weigh on key companies.

McDonald's shares slipped Thursday as an analyst warned that its value-first push may fail to drive U.S. comp revisions or multiple expansion.

President Donald Trump has sent shockwaves through the global technology landscape with a bold proposal: a 100% tariff on semiconductors manufactured overseas, unless companies commit to establishing or expanding manufacturing operations within the United States. This aggressive stance, announced on August 6, 2025, during a meeting with Apple (NASDAQ: AAPL)

The flying taxi candidate suffered from tepid results and wary Wall Street sentiment.

Global financial markets are increasingly pricing in significant interest rate cuts by both the U.S. Federal Reserve and the Bank of England, a sentiment that is injecting a much-needed boost into economic activity and asset prices. This surge in optimism comes despite the U.S. Federal Reserve's decision to

Telecom software provider Amdocs (NASDAQ:DOX) announced better-than-expected revenue in Q2 CY2025, but sales fell by 8.4% year on year to $1.14 billion. The company expects next quarter’s revenue to be around $1.15 billion, close to analysts’ estimates. Its non-GAAP profit of $1.72 per share was 0.6% above analysts’ consensus estimates.

We’re in a market that wants you to chase risk. Tech is flat, consumer discretionary is negative, and everyone’s waiting for the next headline to move the needle.

Costco's July sales rose 8.5% with comps outpacing forecasts, extra hours added ~1.5 pts to comps, and disciplined buyers invested.

CBOT con futures again scored new lows. End users and importers are in no rush to lock in forward supply.

Texas Pacific Land Corp. has a long history of stomping the market, and it has lesser-known growth potential beyond oil and gas.

DoorDash's acquisitions of Deliveroo and SevenRooms, along with bullish Q2 GOV guidance, underpin an upgraded full-year growth trajectory.

Airbnb shares are trading lower on Thursday after the company warned of a deceleration in growth during the latter half of this year.