Trade Tracker: Phillips 66, Valero Energy, Marathon Petroleum and Baker Hughes — Neutral
BKR MPC PSX VLO CNBC Television — July 29, 2025Joe Terranova, Senior Managing Director for Virtus Investment Partners, joins CNBC's "Halftime Report" to detail his latest portfolio moves.

What Access to Future OpenAI Models Means For Microsoft — Positive
MSFT Bloomberg Technology — July 29, 2025Extending the partnership with OpenAI will allow Microsoft to keep improving its AI offerings, says Goldman Sachs Global Investment Research Managing Director Kash Rangan. He reacts to news of possible changes to the companies' partnership with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

PYPL Q2 Earnings Top Estimates, Shares Decline Despite Guidance Raise — Negative
PYPL Zacks Investment Research — July 29, 2025PYPL shares slide 7% despite a Q2 earnings beat and raised EPS guidance, weighed down by falling transactions.

CBRE Group Stock Rises on Q2 Earnings Beat, 2025 EPS Outlook Raised — Positive
CBRE Zacks Investment Research — July 29, 2025CBRE's Q2 results reflect a year-over-year rise in revenues due to solid performances by most business segments despite the challenging macro environment.

Watsco to Report Q2 Earnings: What to Expect in This Season? — Positive
WSO Zacks Investment Research — July 29, 2025WSO eyes Q2 gains with stronger HVAC demand, rising high-efficiency sales, and improving gross margins.

XLE: Still Has Value, Could Be Volatile, Don't Expect Much Either Direction — Neutral
XLE Seeking Alpha — July 29, 2025XLE offers concentrated exposure to traditional energy giants, with over one-third of assets in Exxon Mobil and Chevron, making it highly sensitive to oil prices. Despite recent earnings declines for top holdings, sector valuation is attractive, with XLE trading below its 10-year average and offering a solid dividend yield. Fossil fuels remain dominant in U.S. energy, and EIA forecasts record production, but global trade uncertainty and oil price volatility present near-term risks.

SoFi CEO Anthony Noto on the company's crypto strategy — Positive
SOFI CNBC Television — July 29, 2025SoFi's CEO Anthony Noto said Tuesday that recent tech IPOs and excitement around crypto have brought investors back to fintech, helping his company drive 44% year-over-year revenue growth and beating the "rule of 40."

Cintas Corporation Announces 15.4% Increase in Quarterly Cash Dividend — Neutral
CTAS Business Wire — July 29, 2025CINCINNATI--(BUSINESS WIRE)--Cintas Corporation (Nasdaq: CTAS) announced that the Company's Board of Directors approved a quarterly cash dividend of $0.45 per share of common stock payable on September 15, 2025, to shareholders of record at the close of business on August 15, 2025. This represents a 15.4% increase. Cintas has a strong record of returning capital to its shareholders and has consistently raised its dividend each year since Cintas' initial public offering 42 years ago in 1983. Any.

Sephience Gets FDA Approval, Now A Key Revenue Driver For PTC Therapeutics — Positive
PTCT Benzinga — July 29, 2025The U.S. Food and Drug Administration approved on Monday PTC Therapeutics, Inc.'s PTCT SEPHIENCE (sepiapterin) for children and adult patients with phenylketonuria (PKU).

Microsoft, OpenAI in Talks to Change Partnership — Positive
MSFT Bloomberg Technology — July 29, 2025Microsoft and OpenAI are in advanced contract talks that would give Microsoft access to future tech developed by the ChatGPT maker. Bloomberg's Matt Day discusses the details with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

United Airlines flight attendants reject contract with immediate raises of at least 26% — Negative
UAL CNBC — July 29, 2025United Airlines and the flight attendants' union reached a tentative agreement for a new labor deal in May. In this article UAL

Constellium SE (NYSE:CSTM ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Jack Guo - Senior VP & CFO Jason Hershiser - Director of Investor Relations Jean-Marc Germain - CEO & Executive Director Conference Call Participants Corinne Jeannine Blanchard - Deutsche Bank AG, Research Division Joshua Ward Sullivan - The Benchmark Company, LLC, Research Division Sean-M Wondrack - Deutsche Bank AG, Research Division Operator Good morning or good afternoon, and welcome to the Constellium Second Quarter 2025 Earnings Call. My name is Adam, and I'll your operator today.

Clorox Pre-Q4 Earnings Send Mixed Signals: Time to Accumulate Shares? — Neutral
CLX Zacks Investment Research — July 29, 2025CLX's Q4 performance is likely to have benefited from margin strength and innovation, but macro headwinds and rising costs keep investors cautious.

Athleta poached top Nike executive Maggie Gauger to become its next CEO — its third in two years. Gauger led Nike's women's business in North America and her departure is a blow to the sneaker giant, which is trying to grow its women's segment.

Armstrong World Industries, Inc. (AWI) Q2 2025 Earnings Call Transcript — Neutral
AWI Seeking Alpha — July 29, 2025Armstrong World Industries, Inc. (NYSE:AWI ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Christopher P. Calzaretta - Senior VP & CFO Theresa L.

Cavalry Capital Corp. Announces Definitive Agreement for Proposed Business Combination with Advanced Energy Fuels, Inc. — Neutral
UUUU Newsfile Corp — July 29, 2025Vancouver, British Columbia--(Newsfile Corp. - July 29, 2025) - Cavalry Capital Corp. (TSXV: CVY.P) ("Cavalry" or the "Company") is pleased to announce that it has entered into a definitive share exchange agreement dated July 17, 2025 (the "Agreement") regarding a planned business combination (the "Transaction") with Advanced Energy Fuels, Inc. ("Advanced Energy"), as previously announced by Cavalry on May 16, 2025. Pursuant to the Agreement, Cavalry will acquire all of the outstanding common shares of Advanced Energy, and the shareholders of Advanced Energy will receive common shares of Cavalry in exchange for their common shares of Advanced Energy on the …

Consumer packaged goods giant Procter & Gamble (P&G) is raising prices amid growing consumer caution. The company released earnings Tuesday (July 29) showing a 2% increase in net sales, while also introducing guidance for its next fiscal year included a $1 billion hit based on projections of higher costs from tariffs.

The Hartford Insurance Group, Inc. (HIG) Q2 2025 Earnings Call Transcript — Neutral
HIG Seeking Alpha — July 29, 2025The Hartford Insurance Group, Inc. (NYSE:HIG ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Adin Morris Tooker - President Beth A. Costello - Chief Financial Officer Christopher Jerome Swift - Chairman & CEO Kate Jorens - SVP, Treasurer & Head of Investor Relations Melinda Thompson - Head of Personal Lines Michael Jeffrey Fish - Executive VP & Head of Employee Benefits Conference Call Participants Andrew Scott Kligerman - TD Cowen, Research Division Brian Robert Meredith - UBS Investment Bank, Research Division Charles Gregory Peters - Raymond James & Associates, Inc., Research Division David Kenneth …

Carrier Global Q2 Earnings & Revenues Beat Estimates, Stock Down — Positive
CARR Zacks Investment Research — July 29, 2025CARR outperforms in Q2 with 3% sales growth and 130 bps margin expansion driven by Climate Solutions' strength.

Allstate to Report Q2 Earnings: Can Auto Brand Strength Save the Day? — Positive
ALL Zacks Investment Research — July 29, 2025ALL's Q2 earnings are likely to witness rising auto underwriting income and premium gains, facing cost headwinds.
