Rocket Pharmaceuticals, Inc. RCKT, a firm focused on developing cardiovascular gene therapy, announced a strategic corporate reorganization to extend its runway.

OceanFirst Financial Corp. (OCFC) Q2 2025 Earnings Call Transcript — Neutral
OCFC Seeking Alpha — July 25, 2025OceanFirst Financial Corp. (NASDAQ:OCFC ) Q2 2025 Earnings Conference Call July 25, 2025 11:00 AM ET Company Participants Alfred Goon - Corporate Participant Christopher D. Maher - Chairman, President & CEO Joseph J.

IMAX Q2 Earnings Surpass Expectations, Revenues Increase Y/Y — Positive
IMAX Zacks Investment Research — July 25, 2025IMAX's second-quarter 2025 earnings beat estimates, with revenues rising year over year, driven by second-quarter box office gains.

Next Generation TMS Direct Replacement Aftermarket Motorcycle Speakers by Rockford Fosgate®, Now Shipping — Neutral
PATK PRNewsWire — July 25, 2025TEMPE, Ariz. , July 25, 2025 /PRNewswire/ -- Rockford Fosgate (www.rockfordfosgate.com), the leader in high-performance audio systems, is now shipping the next generation of TMS direct replacement motorcycle speakers.

Ives: MSFT Entering "Golden Era," TSLA to $500 & Mag 7 Earnings to Show Promise — Positive
MSFT TSLA Schwab Network — July 25, 2025Tech mega bull, Dan Ives, returns to the Watch List and breaks down the latest developments on all things Big Tech. Ives calls his $600 price target on Microsoft (MSFT) "conservative," believing the company is just entering a "golden era" as A.I.

Ameris Bancorp: A Respectful Downgrade After A Great Run — Neutral
ABCB Seeking Alpha — July 25, 2025Ameris Bancorp has outperformed the market since my October 2023 "Buy" rating, but shares are now fairly valued after a 77% run-up. Fundamentals remain solid: deposit growth, rising securities, lower debt, and increasing profits, but asset quality and deposit mix raise some concerns. Valuation multiples are above my preferred thresholds, making the stock less attractive despite being cheaper than most peers on a relative basis.

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a cash dividend of $0.67 per share on its common stock. The dividend is payable Friday, August 15, 2025, to common stockholders of record as of the close of business on Monday, August 4, 2025. Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its portfoli.

How the Mag 7 Are Driving the Future of AI Capex — Positive
AAPL AMZN GOOG GOOGL META MSFT NVDA TSLA Bloomberg Markets and Finance — July 25, 2025Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in artificial intelligence among the big tech companies and the significance of that spending on equity and bond markets and the overall US economy.

Deckers Stock Gains More Than 12% on Solid Earnings & Sales in Q1 — Positive
DECK Zacks Investment Research — July 25, 2025DECK posts a strong Q1 fueled by HOKA and UGG, but withholds FY26 outlook amid macro uncertainty.

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) today announced that its Board of Directors declared a regular cash dividend of 30.0 cents per share. The dividend is payable August 27, 2025, to shareholders of record on August 12, 2025. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2024 marked the 29th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 69 years. About Donaldson Co.

PayPal's ‘battleground' stock heads for longest winning streak in years. Earnings are on deck. — Positive
PYPL Market Watch — July 25, 2025PayPal's stock is on track to rise for the eighth session in a row, but analysts have a hard time making a call about the future.

GOOGL Infuses AI to Boost Search Dominance: What's the Path Ahead? — Positive
GOOG GOOGL Zacks Investment Research — July 25, 2025Alphabet's AI-powered Search sees rising engagement and query depth as AI Mode and multimodal tools gain global momentum.

Tesla: Why I Am Willing To Continue To Pay The 'Tesla Premium' — Neutral
TSLA Seeking Alpha — July 25, 2025Tesla, Inc.'s Q2 results disappointed with a 16% YoY drop in automotive sales and 42% decline in operating profits, triggering an 8% stock selloff. Despite short-term risks and margin pressure, Tesla remains the EV volume leader, with deliveries rebounding 19% QoQ and strong Model Y sales in China. The 'Tesla premium' is justified by its dominant U.S. EV brand, potential in autonomous vehicles, and ability to add new revenue streams like robotaxis.

BofA's Blanch Sees Oil Lower in 2H as Inventories Build — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Bloomberg Markets and Finance — July 25, 2025Francisco Blanch, head of commodities and derivatives research at Bank of America Securities, expects to see “lower oil prices, but not necessarily prices crashing,” in the second half of the year and also discusses the growing need for power in the US and his outlook for gold. -------- More on Bloomberg Television and Markets Like this video?

PKB: Quant Stock Selection Method Weakens This Construction ETF — Negative
PKB Seeking Alpha — July 25, 2025PKB aims to offer exposure to firms operating in the construction sector, and has a reasonable track record, though not as strong as the S&P 500. My main concern with PKB is its quant-based equity selection, which results in a high level of concentration, some strange holdings and some absent mega-cap household names. PKB's investment case seems to be also weakened by negligible income, high fees and a high earnings multiple.

Phillips 66 Q2 Earnings & Revenues Beat on Higher Refining Margins — Positive
PSX Zacks Investment Research — July 25, 2025PSX Q2 earnings gain on increased refining volumes and higher realized refining margins worldwide.

Brunswick Corporation: Shifting My View To More Neutral Given The Green Shoots — Positive
BC Seeking Alpha — July 25, 2025I upgrade Brunswick to hold from sell, as green shoots in retail demand and strong tariff mitigation offset ongoing margin pressure. The propulsion segment outperformed, gaining US market share even in a down market, highlighting brand strength and domestic manufacturing advantages. Execution risks remain high, with persistent margin declines, entry-level weakness, and an ambitious back-loaded FY25 guidance.

FCC approves merger of Paramount Global and Skydance — Positive
PARA PARAA Bloomberg Markets and Finance — July 25, 2025Brian Wieser, Principal at Madison & Wall, discusses the Skydance-Paramount deal gaining FCC approval. Paramount Global's merger with Skydance Media was approved by the US Federal Communications Commission, which backed the deal after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices.

NatWest Q2 Earnings: Still Reaping The Benefits Of Growing Hedge Income — Positive
NWG Seeking Alpha — July 25, 2025NatWest delivered strong Q2 2025 results, clearing analyst expectations on both revenue and profit, and delivering a healthy 17.7% return on tangible equity. The bank's structural hedge continues to reprice into the prevailing yield environment, which is contributing to strong growth in net interest income and earnings. With the shares still trading for less than 1.5x tangible net asset value, the valuation remains attractive.

Coinbase vs. Circle: Which Stablecoin Powerhouse Is a Safer Bet? — Positive
COIN CRCL Zacks Investment Research — July 25, 2025COIN's broader revenue streams and strategic U.S. focus may offer steadier returns than CRCL's stablecoin-centric model.
