Intel Q2: Fragile Foundry Ambitions Collide With A Strategic About-Face — Negative
INTC Seeking Alpha — July 25, 2025Intel 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.

TXNM Energy Board Declares Quarterly Common Stock Dividend — Neutral
TXNM PRNewsWire — July 25, 2025ALBUQUERQUE, 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.

Compañía de Minas Buenaventura S.A.A. (BVN) Q2 2025 Earnings Call Transcript — Neutral
BVN Seeking Alpha — July 25, 2025Compañía 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.

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.

Customers Bancorp, Inc. (CUBI) Q2 2025 Earnings Call Transcript — Neutral
CUBI Seeking Alpha — July 25, 2025Customers 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.

Invesco Mortgage Capital Inc. (IVR) Q2 2025 Earnings Conference Call Transcript — Neutral
IVR Seeking Alpha — July 25, 2025Invesco 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.

UiPath vs. AppLovin: Which AI-Driven Tech Stock is Purchase-Worthy? — Positive
APP PATH Zacks Investment Research — July 25, 2025PATH's enterprise AI edge and valuation advantage over APP make it the smarter buy in this AI-driven tech faceoff.

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.

Next Generation Stage-2, Stage-3 and Saddlebag Aftermarket Motorcycle Audio Kits by Rockford Fosgate®, Now Shipping — Neutral
PATK PRNewsWire — July 25, 2025TEMPE, 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.

The deal was announced over a year ago.

FB Financial Corporation Declares Regular Quarterly Dividend — Neutral
FBK Business Wire — July 25, 2025NASHVILLE, 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.

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.

Charter Communications: Fear Reaches Extreme Levels (Upgrade) — Positive
CHTR Seeking Alpha — July 25, 2025Charter 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.

Southside Bancshares, Inc. (SBSI) Q2 2025 Earnings Call Transcript — Neutral
SBSI Seeking Alpha — July 25, 2025Southside 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.

Talos Energy: Why This Overlooked Energy Stock Could Have Big Upside — Positive
TALO Seeking Alpha — July 25, 2025Talos 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.

iSpecimen Inc. Announces Closing of $4 Million Underwritten Offering — Neutral
ISPC GlobeNewsWire — July 25, 2025WOBURN, 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.

Mohawk's Q2 Earnings & Revenues Beat Estimates, Stock Up — Neutral
MHK Zacks Investment Research — July 25, 2025MHK's second-quarter 2025 results reflect gains from cost control and product mix, offset by margin pressure and weak volumes.

Kraft Heinz's Q2 Earnings on Horizon: What Surprise Awaits Investors? — Negative
KHC Zacks Investment Research — July 25, 2025KHC battles weak volumes, shifting consumer habits and cost pressures that threaten sales and margins.

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.

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.
