Meta: Q2 Earnings Could Bring Another CapEx Increase

The 'Halftime' Investment Committee debate the speculative 'Big Tech' trade — Neutral
AAPL AMZN META MSFT CNBC Television — July 25, 2025The Investment Committee debate the speculative trade as we head into a big week of mega cap earnings next week.

Strength Seen in Broadridge Financial (BR): Can Its 4.3% Jump Turn into More Strength? — Positive
BR Zacks Investment Research — July 25, 2025Broadridge Financial (BR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

KNSL's Q2 Earnings, Revenues Beat Estimates, Premiums Rise Y/Y — Positive
KNSL Zacks Investment Research — July 25, 2025KNSL's Q2 EPS increases 27.5% to $4.78, beating estimates on disciplined underwriting and technology-enabled low costs.

SEGG Media: Three SEGG Stars Light Up Laguna Seca: Ilott, Foster, and Murray Set for Monterey Showdown — Neutral
LTRYW SEGG GlobeNewsWire — July 25, 2025MONTEREY, Calif., July 25, 2025 (GLOBE NEWSWIRE) -- A Media Snippet accompanying this announcement is available by clicking on this link.

Tesla lost out on billions of dollars by dumping Bitcoin at worst time — Negative
TSLA New York Post — July 25, 2025Billionaire owner Elon Musk has made it clear that Optimus humanoid robots and robotaxis are the future of Tesla, but these are pricey and risky bets – and Tesla could use an extra boost of cash.

Webull U.S. CEO: We're able to tokenize any real-world asset — Positive
BULL CNBC Television — July 25, 2025Webull U.S. CEO Anthony Denier on Friday said tokenization "almost infinitely" expands the trading platform's product offerings for customers. "Right now, we're able to tokenize any real-world asset," Denier said.

SouthState Q2 Earnings & Revenues Beat Estimates, Expenses Rise — Positive
SSB Zacks Investment Research — July 25, 2025SSB posts strong Q2 beats on earnings and revenues, driven by NII growth, despite a sharp rise in expenses.

Lazard Q2 Earnings Top Estimates, Advisory Revenue & AUM Rise Y/Y — Positive
LAZ Zacks Investment Research — July 25, 2025LAZ posts Q2 earnings and revenue beats as financial advisory surges 20% and AUM edges up 1.5% year over year.

Will Hamilton Lane (HLNE) Beat Estimates Again in Its Next Earnings Report? — Positive
HLNE Zacks Investment Research — July 25, 2025Hamilton Lane (HLNE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Primoris Services (PRIM) is Poised to Beat Earnings Estimates Again — Positive
PRIM Zacks Investment Research — July 25, 2025Primoris Services (PRIM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Portillo's Inc. (PTLO) Beat Estimates Again in Its Next Earnings Report? — Positive
PTLO Zacks Investment Research — July 25, 2025Portillo's Inc. (PTLO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Okeanis Eco Tankers Corp. (ECO) Beat Estimates Again in Its Next Earnings Report? — Positive
ECO Zacks Investment Research — July 25, 2025Okeanis Eco Tankers Corp. (ECO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Ferrari (RACE) Beat Estimates Again in Its Next Earnings Report? — Positive
RACE Zacks Investment Research — July 25, 2025Ferrari (RACE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Royal Gold (RGLD) Beat Estimates Again in Its Next Earnings Report? — Positive
RGLD Zacks Investment Research — July 25, 2025Royal Gold (RGLD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Rockwell Automation (ROK) Beat Estimates Again in Its Next Earnings Report? — Positive
ROK Zacks Investment Research — July 25, 2025Rockwell Automation (ROK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Revolve Group (RVLV) Beat Estimates Again in Its Next Earnings Report? — Positive
RVLV Zacks Investment Research — July 25, 2025Revolve Group (RVLV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Revvity (RVTY) is Poised to Beat Earnings Estimates Again — Positive
RVTY Zacks Investment Research — July 25, 2025Revvity (RVTY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Papa John's (PZZA) Beat Estimates Again in Its Next Earnings Report? — Positive
PZZA Zacks Investment Research — July 25, 2025Papa John's (PZZA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Sun Country Airlines (SNCY) Beat Estimates Again in Its Next Earnings Report? — Positive
SNCY Zacks Investment Research — July 25, 2025Sun Country Airlines (SNCY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
