Top Pros' Top Picks 8/6/25

Mike Larson
August 06, 2025

Market Minute ⏱️ 8/6/25: Stocks Pop; Disney Ups Football Game

Mike Larson | Editor-in-Chief

Stocks are popping a bit after losing ground yesterday. Gold and silver are mixed, crude oil is higher, and the dollar and Treasuries are trading slightly lower.

Just ahead of the start of the professional football season, Walt Disney Co. (DIS) is going all-in on the sport. It’s swapping a 10% equity stake in ESPN for the National Football League’s NFL Network, NFL RedZone, and NFL Fantasy assets. ESPN is launching a sports-focused streaming service Aug. 21, and this deal increases the attractiveness of that product.

DIS shares dipped, however, after the media, theme park, and cruise company reported lackluster television network and sports programming revenue. Profit in conventional TV entertainment tanked 28% even as theme park income rose 13%. Films like Elio and Thunderbolts* at its Pixar division also disappointed at the box office.

DIS, AMD, SMCI, UBER (YTD % Change)

Data by YCharts

A couple of benchmark tech names are sliding after disappointing earnings. Advanced Micro Devices Inc. (AMD) missed second-quarter earnings estimates slightly due in part to a Trump Administration ban on chip sales to China that has since been reversed. Super Micro Computer Inc. (SMCI) whiffed on estimates, too, thanks to execution flubs and higher costs in its Artificial Intelligence (AI) server business.

On the other hand, Uber Technologies Inc. (UBER) reported stronger-than-expected EBITDA of $2.12 billion in the second quarter and announced a $20 billion stock buyback. Cross-selling between its rideshare and Eats units was solid, while subscriptions for the paid Uber One membership program surged 60% year-over-year. The company also forecast gross bookings of $48.2 billion to $49.7 billion for the September quarter, beating analyst forecasts of $47.6 billion.

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MARKET OVERVIEW

S&P 500

6,299.19 (-0.49%) ↓

VIX

17.67 (-1.01%) ↓

Dow Jones Industrial Average

44,111.741 (-0.14%) ↓

Gold

$3,425.30 per ounce (-0.27%) ↓

Nasdaq Composite

20,916.55 (-0.65%) ↓

Oil

$66.18 per barrel (+1.57%) ↑

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TOP INVESTING IDEA

Stovall: Should Investors Prep for a Seasonal SLUMP...or JUMP?

Sam Stovall is chief investment strategist at CFRA Research. In this presentation from our MoneyShow Virtual Expo yesterday, he answers the question: “Should investors prep for a seasonal SLUMP...or JUMP?” Sam also discusses CFRA’s forecast for the remainder of the year, justifies his 6,580 year-end 2025 target for the S&P 500, and shares why we typically see encouraging equity returns during the fourth year of bull markets since WWII.

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FEATURED PICKS FROM MONEYSHOW EXPERTS

SPX: Today's Three Most Important Stock Market Drivers
👉️ TICKER: SPX
Stocks mounted a relief rally Monday in the wake of the sharp pullback in the back half of last week. Fundamentals have marginally deteriorated since July, as we saw negative shifts on tariffs and the economy. But despite the slightly negative shift, the S&P 500 Index (^SPX) actually rose over the past month, observes Tom Essaye, president of the Sevens Report.

NJR: A Higher-Yielding Nat Gas Utility
👉️ TICKER: NJR
New Jersey Resources Corp. (NJR) provides natural gas and clean energy services, transportation, distribution, asset management, and home services through its five main subsidiaries. The stock trades at 14.1x our EPS estimate, below our fair value P/E of 17.5, writes Ben Reynolds, editor of Sure Dividend.