Principal Financial Q2 Earnings Beat, Revenues Miss, Dividend Raised — Positive

PFG   Zacks Investment Research — July 29, 2025

PFG's second-quarter results reflect higher operating earnings across most of the segments, improved AUM, and lower expenses.

image for news Principal Financial Q2 Earnings Beat, Revenues Miss, Dividend Raised

Two Harbors Investment Corp. (TWO) Q2 2025 Earnings Call Transcript — Neutral

TWO   Seeking Alpha — July 29, 2025

Two Harbors Investment Corp. (NYSE:TWO ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Margaret Field Karr - Head of Investor Relations Nicholas Letica - VP & Chief Investment Officer William Dellal - VP & Chief Financial Officer William Ross Greenberg - President & CEO Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Harsh Hemnani - Green Street Advisors, LLC, Research Division Jason Michael Stewart - Janney Montgomery Scott LLC, Research Division Jason Price Weaver - JonesTrading Institutional Services, LLC, …

image for news Two Harbors Investment Corp. (TWO) Q2 2025 Earnings Call Transcript

The manufacturing program will train businesses in AI and new production techniques.

image for news Apple to Open Manufacturing Academy in Detroit, but Don't Expect a US iPhone in the Near Future

Gold gains amid firmer crude oil, downtick in bond yields — Positive

AAAU  BAR  BNO  DBO  DBP  DGL  GLD  GLDM  GUSH  IAU  IEO  OIH  OIL  OUNZ  PXJ  SGOL  UCO  UGL  USO  XOP   Kitco — July 29, 2025

Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.

image for news Gold gains amid firmer crude oil, downtick in bond yields

Modine Gears Up to Report Q1 Earnings: Here's What to Expect — Positive

MOD   Zacks Investment Research — July 29, 2025

MOD is set to report Q1 results with revenues seen down 1.57% and EPS expected to drop over 10% from a strong year-ago quarter.

image for news Modine Gears Up to Report Q1 Earnings: Here's What to Expect

Stellantis is forecasting $1.7 billion hit from Trump's tariffs — Negative

STLA   Fast Company — July 29, 2025

Stellantis has forecast that U.S. tariffs would cost it 1.5 billion euros ($1.7 billion) this year, five times the hit taken in the first six months of the year when the carmaker tallied losses of 2.3 billion euros ($2.65 billion).The maker of Jeep, Chrysler, Fiat, and Peugeot cars said Tuesday that net profits plummeted from 5.6 billion euros ($6.5 billion) in the same period last year as it burned 3.3 billion euros ($3.8 billion) in cash for the cancellation of a hydrogen fuel cell project, changes in the fine regime for U.S. carbon emission regulations, and write-downs on platform investments.U.S. …

image for news Stellantis is forecasting $1.7 billion hit from Trump's tariffs

Sands China Presents Two Vibrant Exhibitions for Art Macao 2025 — Neutral

LVS   PRNewsWire — July 29, 2025

Special Exhibition "Dopamine: Fountain of Happiness" and Collateral Exhibition "Beyond the Frame: International Contemporary Masterpieces" Nine international artists reinterpret Sesame Street characters to create debut artworks MACAO , July 29, 2025 /PRNewswire/ -- Sands China unveiled two themed exhibitions Tuesday as part of Macao International Art Biennale 2025: the Special Exhibition "Dopamine: Fountain of Happiness" at The Venetian® Macao, showcasing exquisite artworks crafted by internationally renowned contemporary artists in collaboration with Sesame Street, and the Collateral Exhibition "Beyond the Frame: International Contemporary Masterpieces" at Sands Gallery. The exhibitions feature in total more than 80 artistic creations, on display July 29-Oct. …

image for news Sands China Presents Two Vibrant Exhibitions for Art Macao 2025

Celestica: You Might Regret Going All In Now — Neutral

CLS   Seeking Alpha — July 29, 2025

AI-driven CapEx surges from big tech are fueling Celestica Inc.'s explosive growth, with a stellar beat-and-raise quarter driving the stock to new highs. Celestica's CCS segment is thriving due to robust hyperscaler demand and high-speed interconnectivity ramp-ups. Valuation is now extremely stretched, with CLS trading at over 24x forward EBITDA amidst significant customer concentration risk, warranting caution.

image for news Celestica: You Might Regret Going All In Now

Williams Announces Quarterly Cash Dividend — Neutral

WMB   Business Wire — July 29, 2025

TULSA, Okla.--(BUSINESS WIRE)--Williams Announces Quarterly Cash Distribution.

image for news Williams Announces Quarterly Cash Dividend

Don't buy the dip in Novo Nordisk yet, says Mizuho's Jared Holz — Negative

NVO   CNBC Television — July 29, 2025

Jared Holz, Mizuho health care equity strategist, joins 'Money Movers' to discuss Novo Nordisk sinking on guidance cut and his outlook for the stock.

image for news Don't buy the dip in Novo Nordisk yet, says Mizuho's Jared Holz

DTE Energy Company (DTE) Q2 2025 Earnings Call Transcript — Neutral

DTE  DTW   Seeking Alpha — July 29, 2025

DTE Energy Company (NYSE:DTE ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants David S. Ruud - Executive VP & CFO Gerardo Norcia - CEO & Chairman Joi M.

image for news DTE Energy Company (DTE) Q2 2025 Earnings Call Transcript

FinTechs are maturing, evolving and consolidating, creating new growth opportunities.

image for news SoFi Rides AI, Blockchain Wave as FinTech Fires on All Cylinders

Oilfield services provider Baker Hughes (BKR) has reached a deal to acquire liquified natural gas equipment manufacturer Chart Industries (GTLS) in an all-cash deal worth $13.6 billion.

image for news LNG Equipment Maker Chart Agrees to Baker Hughes Acquisition, Ends Flowserve Deal

Vulcan Gears Up to Post Q2 Earnings: What's in Store for the Stock? — Positive

VMC   Zacks Investment Research — July 29, 2025

VMC's second-quarter 2025 performance is likely to have benefited from its pricing power and acquisitions amid pressure from weather and cost inflation.

image for news Vulcan Gears Up to Post Q2 Earnings: What's in Store for the Stock?

Blackstone: Irresistible Long-Term Value — Positive

BX   Seeking Alpha — July 29, 2025

Blackstone reported strong 2Q25 results, beating earnings and revenue estimates, with record assets under management and robust capital inflows, especially from institutional investors. Fee-related earnings surged 31% YoY, driving a 26% increase in distributable profits and supporting an 11% QoQ dividend hike, with an 85% payout ratio. The positive outlook for M&A and IPO markets, combined with Blackstone's capital-raising strength, underpins my continued Buy rating and 10% upside target.

image for news Blackstone: Irresistible Long-Term Value

Amazon's Pre-Earnings Setup Is Almost Too Clean—Red Flag? — Positive

AMZN   MarketBeat — July 29, 2025

Having closed out Monday's session just under $233, shares of tech giant Amazon.com Inc. NASDAQ: AMZN are now trading within just $10 of their all-time high from last February. The 45% rally since April has been nothing short of extraordinary, a clean, uninterrupted move upward with higher highs and higher lows dominating the chart.

image for news Amazon's Pre-Earnings Setup Is Almost Too Clean—Red Flag?

SoFi CEO Anthony Noto on Q2 earnings, share surge and crypto strategy — Positive

SOFI   CNBC Television — July 29, 2025

Anthony Noto, SoFi CEO, joins 'Money Movers' to discuss Q2 earnings as shares surge for the company, his crypto strategy and U.S. consumer health.

image for news SoFi CEO Anthony Noto on Q2 earnings, share surge and crypto strategy

Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript — Neutral

VIV   Seeking Alpha — July 29, 2025

Telefônica Brasil S.A. (NYSE:VIV ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Christian Mauad Gebara - CEO, Member of Board of Executive Officers & Director David Melcon Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Joao Pedro Soares Carneiro - Corporate Participant Conference Call Participants Bernardo Guttmann - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.

image for news Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript

How To Judge Tesla After Q2 And 16.5B Deal? — Negative

TSLA   Seeking Alpha — July 29, 2025

Tesla, Inc. reported a disastrous Q2 earnings report, and a couple of days after a $16.5B deal with Samsung for A16 chips used in Robotaxi and Optimus. The fundamentals all point to more bad news in Q3 for the auto business, with a deepening demand issue made worse by loss of EV tax credits. We're betting on a reversal on Tesla edging closer to its status as an autonomous leader.

image for news How To Judge Tesla After Q2 And 16.5B Deal?

Tesla Inc.‘s TSLA ambitious ventures beyond electric vehicles are capturing the attention of investors and analysts alike, as the company sets its sights on revolutionizing transportation and automation. A Tesla analyst says the electric vehicle giant could be worth significantly more in the future thanks to its goals in robotaxis, FSD and humanoid robots.

image for news Tesla Valuation 'Could Far Exceed Current Levels': Analyst Sees 2 Segments Driving Most Upside (And It's Not Cars)