REPL LEGAL UPDATE: Replimune Group, Inc. Sued after FDA Response Letter -- Investors with Losses are Notified to Contact BFA Law before September 22 Class Action Deadline — Neutral
REPL Business Wire — July 25, 2025NEW YORK--(BUSINESS WIRE)---- $REPL #Attorney--Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Replimune Group, Inc. (NASDAQ: REPL) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Replimune, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/replimune-group-class-action-lawsuit. Investors have until September 22, 2025, to ask the Court to b.

Charter Stock Falls Sharply In Wake Of Q2 Earnings Miss; CEO Chris Winfrey Calls Streaming A Boon To Pay-TV Bundle — Negative
CHTR Deadline — July 25, 2025Charter Communications stock was down sharply in mid-day trading Friday after the company reported second-quarter earnings well below Wall Street expectations. The Spectrum cable and broadband provider said its second-quarter adjusted earnings came in at $9.18 a share and revenue hit almost $13.8 billion.

Aon Q2 Earnings Surpass Estimates on Solid Retention Rates — Positive
AON Zacks Investment Research — July 25, 2025AON posts 19% y/y EPS growth in Q2, fueled by strong retention, NFP synergies and rising free cash flow.

Amazon FQ2 Earnings Preview: Why I Disagree With Wall Street — Negative
AMZN Seeking Alpha — July 25, 2025I disagree with the strong bullish sentiment surrounding Amazon stock from both Wall Street and retail investors. Rising CAPEX among AI rivals is intensifying the arms race, likely forcing Amazon to further increase its own capital expenditures in FQ2 and forward. Amazon's free cash flow already lags behind rivals like Google and Microsoft, raising concerns about its capital allocation flexibility.

Skyward Specialty Announces Change for Second Quarter Earnings Call to Thursday, July 31 at 12 PM EDT — Neutral
SKWD GlobeNewsWire — July 25, 2025HOUSTON, July 25, 2025 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group, Inc.™ (NASDAQ: SKWD) ("Skyward Specialty" or "the Company") today announced a change of its previously announced second quarter earnings call. The conference call and webcast will now be held on Thursday, July 31 at 12:00 p.m. EDT.

Flagstar Financial, Inc. (FLG) Q2 2025 Earnings Call Transcript — Neutral
FLG Seeking Alpha — July 25, 2025Flagstar Financial, Inc. (NYSE:FLG ) Q2 2025 Earnings Conference Call July 25, 2025 8:00 AM ET Company Participants Bao Nguyen - Corporate Participant Senior EVP, General Counsel & Chief of Staff - Corporate Participant Joseph M. Otting - President, CEO & Executive Chairman Lee Matthew Smith - Senior Executive VP & CFO Conference Call Participants Bernard Von Gizycki - Deutsche Bank AG, Research Division Casey Haire - Autonomous Research Christopher Edward McGratty - Keefe, Bruyette, & Woods, Inc., Research Division Christopher William Marinac - Janney Montgomery Scott LLC, Research Division David Charles Smith - Truist Securities, Inc., Research Division Ebrahim …

OceanFirst Financial reported a mixed Q2, missing both revenue and earnings expectations, with performance weighed down by rising expenses and asset quality concerns. Loan and deposit growth was positive, but the bank's heavy exposure to commercial real estate loans adds risk and explains the discount to tangible book value. Return metrics and asset quality trends were mixed, with efficiency ratios worsening and return on equity and assets declining compared to prior periods.

Super Micro: The Takeoff Is Just Getting Started (Upgrade) — Positive
SMCI Seeking Alpha — July 25, 2025Super Micro Computer, Inc. investors are lauding the good old days again, as SMCI's recent outperformance primes it for a potentially decisive breakout. SMCI's expansion into Europe and partaking in sovereign AI themes positions it as a credible first-mover, though European demand and regulatory hurdles present risks. Valuation has rebounded markedly, with SMCI trading at a forward EBITDA multiple in line with tech sector median, not significantly overvalued yet.

Citigroup's head of energy transition decamps for Moelis role, sources say — Negative
C Reuters — July 25, 2025Citigroup's global head of clean energy transition investment banking is leaving the U.S. lender for a role advising on mergers and acquisitions at boutique bank Moelis , people familiar with the matter said on Friday.

Texas Instruments: Remains A 'Hold' After Its Q2 Earnings — Positive
TXN Seeking Alpha — July 25, 2025I maintain my 'hold' rating on Texas Instruments. Q2 earnings were solid, with revenue and EPS both up 16% and at the high end of guidance, plus strong cash returns to shareholders. Despite strong Q2 results, the stock dropped 12% due to a flat EPS outlook for Q3, surprising analysts.

Chevron Stock Is Flexing Its Muscles. 3 More Attractive Energy Plays to Watch. — Positive
CVX BTU Barrons — July 25, 2025Technical signals indicate a runway for further gains ahead among energy stocks.

Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations — Positive
UNP Benzinga — July 25, 2025Union Pacific Corp. UNP is demonstrating a clear acceleration in its operational and financial performance, fueled by significant productivity gains and a strong earnings beat in its latest quarter.

Bitcoin could hit $135K by year-end, Citi says — Positive
MATEF GLXY STRK Proactive Investors — July 25, 2025Bitcoin could reach $135,000 by the year-end in a base case scenario or surge as much as $199,000 in a bullish case backed by increasing demand for spot exchange-traded funds (ETFs), according to Citi analysts. In a bearish scenario, influenced by weaker macroeconomic conditions, the analysts project that Bitcoin could fall to around $64,000.

CoreWeave vs. Amazon: Which AI Infra Stock Has More Upside Right Now? — Positive
AMZN CRWV Zacks Investment Research — July 25, 2025CRWV sinks 24% despite AI tailwinds, while AMZN rides AWS momentum with soaring revenues and expanding AI offerings.

Can Multi-Fuel Generation Act as a Tailwind for VST Stock? — Positive
VST Zacks Investment Research — July 25, 2025Vistra's multi-fuel generation strategy boosts grid reliability, fuels 2025 sales growth and drives a strong ROE performance.

Like Dividends? These 3 AI Stocks Pay Investors — Positive
AVGO NVDA VRT Zacks Investment Research — July 25, 2025Although all three stocks aren't high-yield, the bullish outlook for these companies' AI offerings can't be overlooked by income-focused investors seeking to join the AI frenzy.

NFLY offers a compelling income-focused strategy by selling calls on Netflix, providing a high monthly yield with capped upside on NFLX appreciation. Netflix's strong earnings, AI-driven cost efficiencies, and dominant original content pipeline reinforce my bullish outlook on the underlying stock. The ETF's covered call and call spread strategies can enhance income, especially if NFLX's share price rises moderately or significantly.

Intel Q2 Earnings Fall Short of Estimates, Revenues Remain Flat Y/Y — Negative
INTC Zacks Investment Research — July 25, 2025INTC's Q2 earnings fell short as flat sales and rising costs pressured margins despite AI PC momentum.

Paramount-Skydance merger key step in ongoing transformation of media industry — Positive
PARA PARAA CNBC Television — July 25, 2025CNBC's Julia Boorstin joins 'Money Movers' to discuss what the Paramount-Skydance merger means for media and the landscape of M&A.
