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Today’s stocks to watch: Berkshire, Boeing, and Amazon

August 4, 2025 Carlos Sereno

Key Points To Watch Out For:

  • CommScope jumps over 40% on potential sale of cabling unit
  • Boeing faces possible strike in its defense division starting tonight
  • Amazon gains 1.8% after Friday’s sharp decline on mixed earnings

Boeing (BA): Potential strike in defense operations

Boeing may face a strike beginning at midnight Monday after workers in its defense unit rejected the latest contract proposal. A walkout could pose risks to the company’s delicate operational recovery.

CommScope (COMM), Amphenol (APH): Surge on acquisition rumors

CommScope soared more than 40% in premarket trading following a Wall Street Journal report that Amphenol is nearing a deal to acquire its broadband cabling and connectivity business. The acquisition would strengthen Amphenol’s position in the digital infrastructure market.

Berkshire Hathaway (BRK): Earnings decline and leadership update

Berkshire Hathaway reported a 4% drop in quarterly earnings, driven by weaker results in its insurance segment. Additionally, Warren Buffett confirmed that Greg Abel will succeed him as CEO, signaling a generational leadership shift.

Tyson Foods (TSN), Wayfair (W), ON Semiconductor (ON): Earnings ahead of the open

Tyson Foods, Wayfair, and ON Semiconductor are set to report earnings Monday. ON Semiconductor’s stock fell 3% in premarket trading, as markets await insights into consumer staples, retail, and semiconductor demand.

Palantir (PLTR): Anticipation ahead of earnings release

Palantir will report earnings after the close. The data analytics firm has seen its stock double in 2025, driven by AI enthusiasm. Shares moved higher premarket as investors look for continued growth signals.

Amazon (AMZN): Partial rebound after sharp decline

Amazon rose 1.8% in premarket trading, clawing back some losses after falling 8% on Friday. While earnings and revenue beat expectations, slowing growth in its cloud division weighed on sentiment.

Barclays (BCS), Lloyds (LYG): Rally after favorable court ruling

Barclays and Lloyds advanced after the UK Supreme Court partially overturned a ruling on car loan charges. The decision significantly reduces potential compensation costs, with Lloyds—Britain’s largest auto lender—among the main beneficiaries.

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