The Last Time the Market Flashed This Signal, It Crashed 21% — Negative
NVDA 24/7 Wall Street — July 29, 2025Key Points in This Article: The S&P 500's market cap to real DPI ratio hitting 28x signals a potential crash, echoing a 21% drop in 2022.

Procter & Gamble Stock Rises on Q4 Earnings & Sales Beat, Strong View — Positive
PG Zacks Investment Research — July 29, 2025The PG stock climbs after Q4 earnings and sales top estimates, driven by broad segment gains and a strong fiscal 2026 forecast.

Kuehn Law Encourages Investors of MicroStrategy Incorporated to Contact Law Firm — Neutral
MSTR GlobeNewsWire — July 29, 2025NEW YORK, July 29, 2025 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of MicroStrategy Incorporated (NASDAQ: MSTR) breached their fiduciary duties to shareholders.

CyberArk shares jump as much as 18% on report of Palo Alto Networks takeover talks — Positive
CYBR PANW CNBC — July 29, 2025Palo Alto Networks has held talks to buy Cyberark for over $20 billion in a deal that would bring together two big players in security, according to the Wall Street Journal. Nikesh Arora, who joined as Palo Alto Networks' CEO in 2018, has been on a buying spree in recent years, but Cyberark would represent by far his biggest bet.

The Bank of N.T. Butterfield & Son Limited (NTB) Q2 2025 Earnings Call Transcript — Neutral
NTB Seeking Alpha — July 29, 2025The Bank of N.T. Butterfield & Son Limited (NYSE:NTB ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Craig Bridgewater - Group Chief Financial Officer Michael L.

GATX Corporation (GATX) Q2 2025 Earnings Conference Call Transcript — Neutral
GATX Seeking Alpha — July 29, 2025GATX Corporation (NYSE:GATX ) Q2 2025 Earnings Call July 29, 2025 11:00 AM ET Company Participants Paul F. Titterton - Executive VP & President of Rail North America Robert C.

First Cash Holdings (FCFS) is well-positioned due to strong gold prices, which now act as a significant tailwind for the business. FCFS operates over 3,300 pawn stores globally, with a diversified earnings base across the US, Latin America, and consumer lending. The pawn model provides guaranteed loans with gold and jewelry as preferred collateral, enabling rapid liquidation and stable margins.

Crane Company (NYSE:CR ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Alejandro A. Alcala - Executive VP & COO Allison Ann Marie Poliniak-Cusic - Vice President of Investor Relations Jason D.

Stellantis faces severe profitability and market share declines, with Q2 shipments down 6% YoY and operating margins collapsing to 0.7%. Tariff headwinds, weak North American performance, and unsustainable value-over-volume strategy have led to ongoing cash burn and uncertain turnaround prospects. Despite a strong balance sheet and cheap valuation, low earnings forecasts and unreliable dividends make Stellantis too risky for my portfolio.

NexPoint Residential Trust, Inc. (NXRT) Q2 2025 Earnings Call Transcript — Neutral
NXRT Seeking Alpha — July 29, 2025NexPoint Residential Trust, Inc. (NYSE:NXRT ) Q2 2025 Earnings Conference Call July 29, 2025 11:00 AM ET Company Participants Bonner McDermett - Vice President of Asset Investment Management Kristen Thomas - Director of Investor Relations Matthew Ryan McGraner - Chief Investment Officer & Executive VP Paul Richards - CFO, Executive VP-Finance, Treasurer & Assistant Secretary Conference Call Participants Kyle Felice Katorincek - Janney Montgomery Scott LLC, Research Division Linda Tsai - Jefferies LLC, Research Division Operator Thank you for standing by. My name is Kate, and I will be your conference operator today.

EWCZ vs. SBH: Which Beauty Retail Stock is a Better Buy Now? — Positive
EWCZ SBH Zacks Investment Research — July 29, 2025European Wax Center EWCZ and Sally Beauty Holdings SBH cater to the evolving needs of the beauty and personal care industry, each targeting different yet complementary segments. While EWCZ emphasizes a service-driven model with its franchised waxing centers, offering specialized grooming experiences, SBH focuses on retail by supplying professional-grade beauty products to both consumers and salon professionals.

INCY's Q2 Earnings & Revenues Beat Estimates on Higher Product Sales — Positive
INCY Zacks Investment Research — July 29, 2025Incyte reports better-than-expected second-quarter 2025 results, beating both earnings and revenue estimates, driven by strong Jakafi and Opzelura sales.

Brixmor Property (BRX) Could Be a Great Choice — Positive
BRX Zacks Investment Research — July 29, 2025Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Brixmor (BRX) have what it takes?

Independent Bank (IBCP) Could Be a Great Choice — Positive
IBCP Zacks Investment Research — July 29, 2025Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Independent Bank (IBCP) have what it takes?

TFI International Analysts Increase Their Forecasts After Upbeat Q2 Earnings — Positive
TFII Benzinga — July 29, 2025TFI International Inc TFII reported better-than-expected earnings for the second quarter on Monday.

NVO stock: Why did Novo Nordisk shares drop 20% today—and who is Maziar Mike Doustdar? — Negative
NVO Fast Company — July 29, 2025Health-related stocks are not having a good day. First, America's largest health insurance provider, UnitedHealth Group (NYSE: UNH), saw its stock drop more than 4% this morning after the company announced disappointing second-quarter results and a full-year 2025 forecast that concerned investors.

As artificial intelligence (AI) establishes itself as the disruptive theme for economies and portfolios for the decade to come, the need for strategies targeting opportunities across the value chain has become a necessity for investors.

ConnectOne Bancorp, Inc. (CNOB) Q2 2025 Earnings Call Transcript — Neutral
CNOB Seeking Alpha — July 29, 2025ConnectOne Bancorp, Inc. (NASDAQ:CNOB ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Frank S. Sorrentino - Chairman, President & CEO Siya Vansia - Senior VP & Chief Brand & Innovation Officer William S.

Eldorado Gold Set to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive
EGO Zacks Investment Research — July 29, 2025EGO is likely to top Q2 earnings estimates as surging gold prices help offset production costs and lower output.

Ameren Gears Up to Report Q2 Earnings: Here's What to Expect — Neutral
AEE Zacks Investment Research — July 29, 2025AEE may see Q2 revenue gains from an above-normal temperature pattern and customer growth, but storm-related costs might have hurt earnings.
