Comfort Systems (FIX) +22.3% on Dividend Hike
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‍Comfort Systems USA surged over 22% after announcing a $0.05 increase to its quarterly dividend, bringing the payout to $0.50 per share. The HVAC and electrical contracting firm’s board highlighted strong performance and confidence in long-term growth, fueling investor enthusiasm.

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Bitfarms (BITF) +16.8% on Buyback Approval
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‍Bitfarms jumped nearly 17% after unveiling a major share repurchase program. The Toronto Stock Exchange approved the company’s plan to buy back up to 10% of its public float, signaling management’s confidence and adding buying pressure amid broader crypto sector strength.

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Boston Beer Pops as Drinking Moves Home

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Boston Beer (SAM) rallied over 7% after delivering a second-quarter earnings beat, posting $5.45 EPS vs. $4.04 expected, even as revenue came in slightly light at $587.95M. Shipments fell 0.8% YoY—driven by weakness in Truly and Sam Adams—but pricing power and favorable product mix kept topline growth positive. The results reflect a broader shift in consumer behavior: with economic uncertainty and high bar tabs keeping people in, more Americans are choosing to drink at home. Founder Jim Koch noted “volumes were pressured across the beer industry” as consumers cut back on nights out, yet Boston Beer still grew share. The company reaffirmed full-year EPS guidance of $8 to $10.50 and raised gross margin forecasts on improved brewery efficiency—making SAM a rare winner in a lower-spending, stay-in economy.

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Tesla Earnings Miss as Musk Shifts Focus Beyond EVs

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Tesla (TSLA) reported Q2 earnings of $0.40 per share—missing already-lowered estimates—while revenue slid 12% YoY to $22.5B, the steepest decline since 2012. Vehicle deliveries dropped, average selling prices fell, and free cash flow collapsed 90% to $146M. Regulatory credit revenue also dropped sharply, and the company offered no updated guidance on vehicle growth. On the earnings call, Elon Musk acknowledged that Tesla faces “a few rough quarters,” citing the phaseout of U.S. EV tax credits and rising competition as headwinds.

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