Principal Financial Q2 Earnings Beat, Revenues Miss, Dividend Raised — Positive
PFG Zacks Investment Research — July 29, 2025PFG's second-quarter results reflect higher operating earnings across most of the segments, improved AUM, and lower expenses.

Two Harbors Investment Corp. (TWO) Q2 2025 Earnings Call Transcript — Neutral
TWO Seeking Alpha — July 29, 2025Two 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, …

Apple to Open Manufacturing Academy in Detroit, but Don't Expect a US iPhone in the Near Future — Positive
AAPL CNET — July 29, 2025The manufacturing program will train businesses in AI and new production techniques.

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, 2025Jim 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.

Modine Gears Up to Report Q1 Earnings: Here's What to Expect — Positive
MOD Zacks Investment Research — July 29, 2025MOD 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.

Stellantis is forecasting $1.7 billion hit from Trump's tariffs — Negative
STLA Fast Company — July 29, 2025Stellantis 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. …

Sands China Presents Two Vibrant Exhibitions for Art Macao 2025 — Neutral
LVS PRNewsWire — July 29, 2025Special 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. …

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.

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

Don't buy the dip in Novo Nordisk yet, says Mizuho's Jared Holz — Negative
NVO CNBC Television — July 29, 2025Jared Holz, Mizuho health care equity strategist, joins 'Money Movers' to discuss Novo Nordisk sinking on guidance cut and his outlook for the stock.

DTE Energy Company (DTE) Q2 2025 Earnings Call Transcript — Neutral
DTE DTW Seeking Alpha — July 29, 2025DTE 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.

SoFi Rides AI, Blockchain Wave as FinTech Fires on All Cylinders — Positive
SOFI PYMNTS — July 29, 2025FinTechs are maturing, evolving and consolidating, creating new growth opportunities.

LNG Equipment Maker Chart Agrees to Baker Hughes Acquisition, Ends Flowserve Deal — Positive
GTLS Investopedia — July 29, 2025Oilfield 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.

Vulcan Gears Up to Post Q2 Earnings: What's in Store for the Stock? — Positive
VMC Zacks Investment Research — July 29, 2025VMC's second-quarter 2025 performance is likely to have benefited from its pricing power and acquisitions amid pressure from weather and cost inflation.

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.

Amazon's Pre-Earnings Setup Is Almost Too Clean—Red Flag? — Positive
AMZN MarketBeat — July 29, 2025Having 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.

SoFi CEO Anthony Noto on Q2 earnings, share surge and crypto strategy — Positive
SOFI CNBC Television — July 29, 2025Anthony Noto, SoFi CEO, joins 'Money Movers' to discuss Q2 earnings as shares surge for the company, his crypto strategy and U.S. consumer health.

Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript — Neutral
VIV Seeking Alpha — July 29, 2025Telefônica 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.

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.

Tesla Valuation 'Could Far Exceed Current Levels': Analyst Sees 2 Segments Driving Most Upside (And It's Not Cars) — Positive
TSLA Benzinga — July 29, 2025Tesla 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.
