Intel Q2: Fragile Foundry Ambitions Collide With A Strategic About-Face — Negative

INTC   Seeking Alpha — July 25, 2025

Intel Corporation's latest Q2 earnings have embedded several bombshell updates to its turnaround strategy. This includes an aggressive restructuring roadmap for both Intel Products and Intel Foundry that's poised to exacerbate already elevated execution risks ahead. The uncertain operating set-up is further compounded by stiffening competition and management's acknowledgement of adverse tariff implications to Intel's earnings outlook.

image for news Intel Q2: Fragile Foundry Ambitions Collide With A Strategic About-Face

TXNM Energy Board Declares Quarterly Common Stock Dividend — Neutral

TXNM   PRNewsWire — July 25, 2025

ALBUQUERQUE, N.M., July 25, 2025 /PRNewswire/ -- At its regular meeting held today, the Board of Directors of TXNM Energy, Inc. (NYSE: TXNM) declared the regular quarterly dividend of $0.4075 per share on the company's common stock.

image for news TXNM Energy Board Declares Quarterly Common Stock Dividend

Compañía de Minas Buenaventura S.A.A. (NYSE:BVN ) Q2 2025 Earnings Conference Call July 25, 2025 11:00 AM ET Company Participants Aldo Massa - Vice President of Business Development & Marketing Alejandro Hermoza - Corporate Participant Daniel Dominguez Vera - Vice President of Finance & Administration and CFO Juan Carlos Ortiz Zevallos - Vice President of Operations Leandro Luis Martin Garcia Raggio - GM & CEO Renzo Macher - Vice President of Projects & Innovation Sebastian Valencia Carrasco - Head of Investor Relations Conference Call Participants Carlos De Alba - Morgan Stanley, Research Division Cesar Perez-Novoa - Banco BTG Pactual S.A.

image for news Compañía de Minas Buenaventura S.A.A. (BVN) Q2 2025 Earnings Call Transcript

Key questions for Apple ahead of earnings — Neutral

AAPL   CNBC Television — July 25, 2025

CNBC's Steve Kovach joins 'The Exchange' to discuss Apple's AI strategy as the 'Big Tech' name is set to report earnings next week.

image for news Key questions for Apple ahead of earnings

Customers Bancorp, Inc. (CUBI) Q2 2025 Earnings Call Transcript — Neutral

CUBI   Seeking Alpha — July 25, 2025

Customers Bancorp, Inc. (NYSE:CUBI ) Q2 2025 Earnings Conference Call July 25, 2025 9:00 AM ET Company Participants David Patti - Corporate Participant Jay S. Sidhu - Founder, Chairman & CEO Philip S.

image for news Customers Bancorp, Inc. (CUBI) Q2 2025 Earnings Call Transcript

Invesco Mortgage Capital Inc. (NYSE:IVR ) Q2 2025 Earnings Call July 25, 2025 9:00 AM ET Company Participants Greg Seals - Investor Relations John M. Anzalone - Chief Executive Officer Brian Norris - Chief Investment Officer Conference Call Participants Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Ameeta Lobo Nelson - UBS Investment Bank, Research Division Jason Stewart - Janney Montgomery Scott LLC, Research Division Eric Hagen - BTIG, LLC, Research Division Operator Welcome to the Invesco Mortgage Capital's Second Quarter 2025 Earnings Call.

image for news Invesco Mortgage Capital Inc. (IVR) Q2 2025 Earnings Conference Call Transcript

UiPath vs. AppLovin: Which AI-Driven Tech Stock is Purchase-Worthy? — Positive

APP  PATH   Zacks Investment Research — July 25, 2025

PATH's enterprise AI edge and valuation advantage over APP make it the smarter buy in this AI-driven tech faceoff.

image for news UiPath vs. AppLovin: Which AI-Driven Tech Stock is Purchase-Worthy?

Tri Pointe Homes: Stepping Over A Very Low Bar — Negative

TPH   Seeking Alpha — July 25, 2025

Tri Pointe Homes posted better-than-expected Q2 results despite a challenging housing sector, beating consensus on both earnings and revenue. However, home closings and order backlog declined significantly year-over-year, reflecting ongoing sector weakness and a tough operating environment. The company maintains strong liquidity with $1.4 billion available and a conservative debt-to-capital ratio, plus significant share buybacks.

image for news Tri Pointe Homes: Stepping Over A Very Low Bar

TEMPE, Ariz. , July 25, 2025 /PRNewswire/ -- Rockford Fosgate (www.rockfordfosgate.com), the industry leader in high-performance audio systems, proudly introduces the next generation of motorcycle audio kits—engineered specifically for select 2023.5 and newer Harley-Davidson® models equipped with the Skyline OS infotainment system.

image for news Next Generation Stage-2, Stage-3 and Saddlebag Aftermarket Motorcycle Audio Kits by Rockford Fosgate®, Now Shipping

Skydance promises 'significant changes' at CBS — Neutral

PARA  PARAA   The Street — July 25, 2025

The deal was announced over a year ago.

image for news Skydance promises 'significant changes' at CBS

FB Financial Corporation Declares Regular Quarterly Dividend — Neutral

FBK   Business Wire — July 25, 2025

NASHVILLE, Tenn.--(BUSINESS WIRE)--FB Financial Corporation (NYSE: FBK) announced today that its board of directors declared a quarterly cash dividend of $0.19 per share. The dividend is payable on August 26, 2025, to shareholders of record as of August 12, 2025. “Our commitment to providing consistent shareholder returns is a core element of our capital management strategy,” stated Christopher T. Holmes, President and Chief Executive Officer. “Achieving this 30th consecutive quarterly dividend.

image for news FB Financial Corporation Declares Regular Quarterly Dividend

My Top Seasonality Trade For Next Week — Neutral

ROST   Benzinga — July 25, 2025

Despite all the noise surrounding tariffs and the budget bill this year, seasonality has held up very well. In fact, seasonality has become my favorite backdrop to use when looking for price action to trade on.

image for news My Top Seasonality Trade For Next Week

Charter Communications: Fear Reaches Extreme Levels (Upgrade) — Positive

CHTR   Seeking Alpha — July 25, 2025

Charter Communications, Inc.'s Q2 results disappointed, with weak earnings and subscriber losses, intensifying market fears about secular decline and erasing recent share gains. Despite ongoing Internet and video subscriber losses, free cash flow remains robust, supported by pricing power and aggressive share buybacks. Valuation is now deeply discounted, with shares offering an 11% free cash flow yield and 16% upside even under conservative assumptions.

image for news Charter Communications: Fear Reaches Extreme Levels (Upgrade)

Southside Bancshares, Inc. (SBSI) Q2 2025 Earnings Call Transcript — Neutral

SBSI   Seeking Alpha — July 25, 2025

Southside Bancshares, Inc. (NYSE:SBSI ) Q2 2025 Earnings Conference Call July 25, 2025 12:00 PM ET Company Participants Julie N. Shamburger - Chief Financial Officer Keith Donahoe - President Lee R.

image for news Southside Bancshares, Inc. (SBSI) Q2 2025 Earnings Call Transcript

Talos Energy: Why This Overlooked Energy Stock Could Have Big Upside — Positive

TALO   Seeking Alpha — July 25, 2025

Talos Energy is a high-risk, high-reward play trading at a deep discount, with strong free cash flow and disciplined capital allocation. Production growth, major project ramp-ups, and the QuarterNorth acquisition position Talos for operational and financial upside. Wall Street and institutional insiders are accumulating shares, reflecting conviction in Talos' undervalued status and long-term potential.

image for news Talos Energy: Why This Overlooked Energy Stock Could Have Big Upside

iSpecimen Inc. Announces Closing of $4 Million Underwritten Offering — Neutral

ISPC   GlobeNewsWire — July 25, 2025

WOBURN, Mass., July 25, 2025 (GLOBE NEWSWIRE) -- iSpecimen Inc. (Nasdaq: ISPC) (“iSpecimen” or the “Company”), an online global marketplace that connects scientists requiring biospecimens for medical research with a network of healthcare specimen providers, announced today the closing of its previously announced underwritten public offering of 5,714,283 shares of its common stock (or pre-funded warrants to purchase common stock in lieu thereof) at a public offering price of $0.70 per share (the “Offering”). The aggregate gross proceeds to the Company from the Offering was approximately $4 million, before deducting underwriting discounts and commissions and other offering expenses.

image for news iSpecimen Inc. Announces Closing of $4 Million Underwritten Offering

Mohawk's Q2 Earnings & Revenues Beat Estimates, Stock Up — Neutral

MHK   Zacks Investment Research — July 25, 2025

MHK's second-quarter 2025 results reflect gains from cost control and product mix, offset by margin pressure and weak volumes.

image for news Mohawk's Q2 Earnings & Revenues Beat Estimates, Stock Up

Kraft Heinz's Q2 Earnings on Horizon: What Surprise Awaits Investors? — Negative

KHC   Zacks Investment Research — July 25, 2025

KHC battles weak volumes, shifting consumer habits and cost pressures that threaten sales and margins.

image for news Kraft Heinz's Q2 Earnings on Horizon: What Surprise Awaits Investors?

Entergy quarterly dividend payment to shareholders — Neutral

ETR   PRNewsWire — July 25, 2025

NEW ORLEANS , July 25, 2025 /PRNewswire/ -- Entergy's board of directors today declared a quarterly dividend payment of $0.60 per share on the company's common stock. The dividend is payable Sept.

image for news Entergy quarterly dividend payment to shareholders

Lear Corporation (LEA) Q2 2025 Earnings Call Transcript — Neutral

LEA   Seeking Alpha — July 25, 2025

Lear Corporation (NYSE:LEA ) Q2 2025 Earnings Conference Call July 25, 2025 9:00 AM ET Company Participants Jason M. Cardew - Senior VP & CFO Raymond E.

image for news Lear Corporation (LEA) Q2 2025 Earnings Call Transcript