PANW Bets Big on Secure Browsing: Is it Reshaping SASE Strategy? — Neutral
PANW Zacks Investment Research — July 29, 2025Palo Alto Networks leans into secure browsing as Prisma Access Browser fuels rapid SASE growth and lands a nine-figure pipeline.

The latest results trip up an expensive stock, but the company still has growth opportunities to tap.

CBRE Group, Inc. (CBRE) Q2 2025 Earnings Call Transcript — Neutral
CBRE Seeking Alpha — July 29, 2025CBRE Group, Inc. (NYSE:CBRE ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Chandni Luthra - Executive Vice President of Investor Relations and Financial Planning & Analysis Emma E. Giamartino - Chief Financial Officer Robert E.

Herc Holdings Inc. (HRI) Q2 2025 Earnings Call Transcript — Neutral
HRI Seeking Alpha — July 29, 2025Herc Holdings Inc. (NYSE:HRI ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Aaron D. Birnbaum - Senior VP & COO Lawrence H.

American Tower Corporation (AMT) Q2 2025 Earnings Call Transcript — Neutral
AMT Seeking Alpha — July 29, 2025American Tower Corporation (NYSE:AMT ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Kate Reeb - Corporate Participant Rodney M. Smith - Executive VP, CFO & Treasurer Steven O.

Woodward's Q3 Earnings & Revenues Surpass Estimates, Up Y/Y — Positive
WWD Zacks Investment Research — July 29, 2025WWD raises 2025 outlook after strong Q3 results, with Aerospace growth offsetting Industrial headwinds.

UnitedHealth Group stock price drops again as the health insurance giant's sickly summer continues — Negative
UNH Fast Company — July 29, 2025UnitedHealthcare's parent company, UnitedHealth Group, is in need of some bed rest this week. The company's stock price (NYSE: UNH) has been knocked off its feet again after the American insurance giant reported disappointing quarterly results and offered 2025 earnings guidance that was significantly below investor expectations.

INVESTOR ALERT: Class Action Lawsuit Filed on Behalf of Sable Offshore Corp. (SOC) Investors – Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the Firm — Neutral
SOC GlobeNewsWire — July 29, 2025ATLANTA, July 29, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Sable Offshore Corp. (“Sable” or the “Company”) (NYSE: SOC). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information, including allegations that: (1) Defendants represented that Sable Offshore Corp. had restarted oil production off the coast of California when it had not; and (2) as a result, Defendants' statements about Sable's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times..

Union Pacific strikes $85B deal to buy rival Norfolk that would create US' first coast-to-coast rail operator — Negative
UNP New York Post — July 29, 2025The deal will face lengthy regulatory scrutiny amid union concerns over potential rate increases, service disruptions and job losses.

Boeing CEO Kelly Ortberg: Confident in turning to positive cash flow in Q4 — Positive
BA CNBC Television — July 29, 2025Boeing CEO Kelly Ortberg told CNBC on Tuesday that he is "confident" in the company's plan to turn cash flow positive by the end of the year. Boeing's sales jumped in the second quarter after it delivered its most airplanes since 2018.

Visa (V) Cashing In on Earnings Weighs on Consumer Strength — Positive
V Schwab Network — July 29, 2025Visa (V) reports earnings after the close Tuesday. Its stock is up almost 40% year-over-year, but valuation concerns are catching up to the company.

Aptiv Gears Up to Report Q2 Earnings: Here's What to Expect — Positive
APTV Zacks Investment Research — July 29, 2025APTV set to report Q2 earnings on July 31, with EPS projected to rise 13.3% amid strong margin guidance and digital transformation gains.

URGENT: The M&A Class Action Firm Encourages $hareholders to Act Before Vote – Titan Pharmaceuticals, Inc. (Nasdaq: TTNP) — Neutral
TTNP GlobeNewsWire — July 29, 2025NEW YORK, July 29, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Titan Pharmaceuticals, Inc. (Nasdaq: TTNP ), relating to its proposed merger with BSKE Ltd. Under the terms of the agreement, Titan shareholders are expected to own approximately 13.3% of the combined company. Is it a fair deal?

AudioCodes Ltd. (AUDC) Q2 2025 Earnings Call Transcript — Neutral
AUDC Seeking Alpha — July 29, 2025AudioCodes Ltd. (NASDAQ:AUDC ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Niran Baruch - CFO & VP of Finance Roger L.

Ozempic Maker Novo Nordisk Is Plunging 20%. Time to Sell or Buy More? — Negative
NVO 24/7 Wall Street — July 29, 2025Key Points in This Article: Novo Nordisk's (NVO) operations update reported 18% sales and 29% operating profit growth for H1 2025, but one-off adjustments inflated results.

Rosen Law Firm Urges Lockheed Martin Corporation (NYSE: LMT) Stockholders with Losses in Excess of $100K to Contact the Firm for Information About Their Rights — Neutral
LMT Business Wire — July 29, 2025NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces that a shareholder filed a class action lawsuit on behalf of purchasers and acquirers of Lockheed Martin Corporation (NYSE: LMT) securities between January 23, 2024 and July 21, 2025, both dates inclusive (the “Class Period”). Lockheed Martin is an aerospace and defense company. For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653. The Allegations: Rosen Law Firm.

Johnson Controls International plc (JCI) Q3 2025 Earnings Call Transcript — Neutral
JCI Seeking Alpha — July 29, 2025Johnson Controls International plc (NYSE:JCI ) Q3 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants James C. Lucas - Vice President of Investor Relations Joakim Weidemanis - Chief Executive Officer Marc Vandiepenbeeck - Executive VP & CFO Conference Call Participants Amit Singh Mehrotra - UBS Investment Bank, Research Division Andrew Alec Kaplowitz - Citigroup Inc., Research Division Andrew Burris Obin - BofA Securities, Research Division Charles Stephen Tusa - JPMorgan Chase & Co, Research Division Christopher M.

2025 Adam Ferrari Health Science Scholarship Application Window Closes with Strong Response — Neutral
RACE GlobeNewsWire — July 29, 2025The Adam Ferrari Health Science Scholarship has closed its application window and will announce a recipient from the pool of applicants in August 2025. The Adam Ferrari Health Science Scholarship has closed its application window and will announce a recipient from the pool of applicants in August 2025.

These Analysts Increase Their Forecasts On PTC Therapeutics — Positive
PTCT Benzinga — July 29, 2025PTC Therapeutics, Inc. PTCT announced it has gained FDA approval for SEPHIENCE on Monday.

Union Pacific to buy Norfolk Southern in $85 billion deal, Fed's July meeting begins — Positive
NSC UNP Yahoo Finance — July 29, 2025Morning Brief anchor Julie Hyman breaks down the latest market news for July 29, 2025. Union Pacific agrees to acquire Norfolk Southern for an $85 billion stock and cash deal.
