Hot or Not, Stock Market Edition: 07/29/2025

Here’s what’s cooking in the market today:

• Hot: Wall Street reassesses Newmont Corporation (NEM); Comfort Systems USA (FIX) skyrockets on excellent earnings 
• Not: Charter Communications (CHTR) has a double-digit loss; Intel’s (INTC) latest news is met with pessimism

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🔥 HOT: Wall Street was forced to reassess its opinion of Newmont Corporation (NYSE: NEM) on Friday after the company’s second-quarter earnings came in higher than expected. Newmont’s EPS was $1.83, 23% higher than anticipated, and its quarterly revenue of $468.7 million was around 10% above the consensus estimate. Newmont’s success in the second quarter came partially from the rally in gold, which led to a 26.5% increase in sales of gold for the company. Our analysis gives NEM an A rating in Financials and B ratings in Value, Momentum, and Sentiment. The only blemish on its record is the D rating it gets in Safety, which is due to its somewhat tight coupling to the volatility of commodities like gold.

🥶 NOT: Connecticut-based broadband provider Charter Communications (NASDAQ: CHTR) lost 18.5% on Friday after an abysmal second-quarter earnings call. The company reported that it lost 117,000 subscribers in the second quarter, well above the 70,000 or so that analysts expected it to lose. Big names in the telecommunications industry like AT&T and Verizon are causing trouble for Charter by offering all-in-one plans that bundle wireless services with fiber-optic home internet. Charter is struggling to compete and will need to adjust its business plan quickly if it wants to stay afloat. Charter’s Growth and Momentum are both alright (C ratings), but Sentiment surrounding the company is atrocious (F rating). We’re not willing to write off CHTR just yet, so we give it a C Zen Rating and a Hold recommendation, but it needs to adapt quickly.

🔥 HOT: Shares of Comfort Systems USA (NYSE: FIX) skyrocketed for a 22.4% gain on Friday after the company reported its second-quarter earnings. Its revenue was up 20% from the same quarter last year, and its EPS exceeded Wall Street’s expectations by 35%. Comfort Systems is an HVAC company, so its stability and revenue depend to some extent on the housing market. But with new constructions continuing at a healthy rate, Comfort and other industry players look to be in good shape for the remainder of 2025. Our research gives the company B ratings in Momentum, Sentiment, and Financials and an overall Zen Rating of B.

Related reading: 3 Fatal Flaws of Value Investing, Revealed

🥶 NOT: Intel (NASDAQ: INTC) lost 8.5% on Friday after it announced that it is considering exiting the foundry business. Many analysts and investors feel that Intel’s move to in-house chip manufacturing was a step in the right direction for the struggling company, so this about-face could spell trouble in the coming months. Intel’s reasoning is that there simply isn’t enough demand for its chips to warrant the cost of running its own foundries. INTC was previously up 35% on the year, but now sits up just 2.3% after Friday’s loss. We give INTC a D Zen Rating and a Sell recommendation.

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