Tractor Supply Revs Up on Forecast Hike and Bullish Signals — Positive

TSCO   MarketBeat — July 25, 2025

Tractor Supply Company's NASDAQ: TSCO FQ2 earnings report affirmed the outlook for long-term share price increases, as indicated by the recent stock split. Due to their quality, stocks that split tend to trend higher over time, outperforming the broader market.

image for news Tractor Supply Revs Up on Forecast Hike and Bullish Signals

First Bank: Strong Loan Growth Makes Shares Attractive — Positive

FRBA   Seeking Alpha — July 25, 2025

First Bank is attractively valued at under 1.1x tangible book, with strong loan and deposit growth supporting my Buy rating. Temporary debt costs are depressing earnings, but funding pressures should ease by Q4, improving net interest margin and returns. Credit quality remains robust despite rapid loan growth, with strong reserves and solid capitalization protecting future profitability.

image for news First Bank: Strong Loan Growth Makes Shares Attractive

Citing New Rules, Meta Says It Will End Political Ads in E.U. — Negative

META   NYTimes — July 25, 2025

Meta said political advertising would end in October, citing a forthcoming E.U. regulation that it said presented “unworkable requirements.

image for news Citing New Rules, Meta Says It Will End Political Ads in E.U.

Primis Financial Corp. (FRST) Q2 2025 Earnings Call Transcript — Neutral

FRST   Seeking Alpha — July 25, 2025

Primis Financial Corp. (NASDAQ:FRST ) Q2 2025 Earnings Conference Call July 25, 2025 10:00 AM ET Company Participants Dennis J. Zember - CEO & Director Matthew Alan Switzer - Executive VP & CFO Conference Call Participants Christopher William Marinac - Janney Montgomery Scott LLC, Research Division Nicholas Thomas Lorenzoni - Stephens Inc., Research Division Operator Good morning.

image for news Primis Financial Corp. (FRST) Q2 2025 Earnings Call Transcript

As small businesses navigate an uncertain macro environment, they're turning to nonbank lenders to gain access to capital. FinTech Enova on Thursday (July 24) reported earnings indicating that consumers, too, particularly those in the non-prime designations, are moving to the platform model for funds.

image for news Enova's Small Business Loans Surge as Main Street Looks to Nonbank Lenders

First American Financial: Good Q2 Results, But Not Yet A Buy — Positive

FAF   Seeking Alpha — July 25, 2025

First American Financial has a great business model, but its results have been hampered by a weaker housing market. Q2 results were solid, powered by a big jump in commercial revenues. That said, First American is still primarily a residential title player, and I don't see signs of an imminent turnaround on that front.

image for news First American Financial: Good Q2 Results, But Not Yet A Buy

Digital Realty CEO: We're seeing incremental strong demand backdrop — Positive

DLR   CNBC Television — July 25, 2025

Andrew Power, CEO of Digital Realty, joins CNBC's 'Money Movers' to discuss outlooks on demand, whether Digital Realty has the capacity to meet increasing data center needs, and more.

image for news Digital Realty CEO: We're seeing incremental strong demand backdrop

TT Gears Up to Report Q2 Earnings: Here's What You Should Know — Positive

TT   Zacks Investment Research — July 25, 2025

Trane Technologies is set to report Q2 2025 earnings on July 30, with EPS and revenues expected to rise on strong HVAC demand and operational gains.

image for news TT Gears Up to Report Q2 Earnings: Here's What You Should Know

CARR Set to Report Q2 Earnings: What's in Store for the Stock? — Positive

CARR   Zacks Investment Research — July 25, 2025

Carrier Global's Q2 is likely to show gains from HVAC growth, clean tech deals and AI-driven services, even as light commercial markets remain soft.

image for news CARR Set to Report Q2 Earnings: What's in Store for the Stock?

Durable Goods Orders Contract in June — Neutral

BA   Zacks Investment Research — July 25, 2025

Durable Goods Orders Contract in June.

image for news Durable Goods Orders Contract in June

China's economy is in trouble right now, Gordon Chang says — Negative

BABA  BIDU  FXI  JD  KWEB  MCHI  PDD  XPEV   Fox Business — July 25, 2025

Gatestone Institute senior fellow Gordon Chang discusses China purchasing Russian oil and the impact of President Donald Trump withdrawing the U.S. from UNESCO.

image for news China's economy is in trouble right now, Gordon Chang says

Transaction in Own Shares — Neutral

SHEL   GlobeNewsWire — July 25, 2025

Transaction in Own Shares 25 July, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 25 July, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 25/07/2025 631,347 £26.7600 £26.4650 £26.6486 LSE GBP 25/07/2025 158,149 £26.7600 £26.4650 £26.6817 Chi-X (CXE) GBP 25/07/2025 86,215 £26.7600 £26.4650 £26.6888 BATS (BXE) GBP 25/07/2025 481,359 €30.8700 €30.4800 …

image for news Transaction in Own Shares

Alphabet's Q2 results showed strong revenue growth across segments, with Search maintaining double-digit growth despite concerns. AI integration and new features keep Search relevant, but long-term LLM adoption may gradually reduce search volume. Even in stressed scenarios with Search revenue falling 8% yearly, Alphabet's valuation remains attractive with healthy earnings yields.

image for news Betting Against Alphabet? You'll Need A Better Bear Case (Rating Downgrade)

Why BP Stock Should Be On Your List Now? — Positive

BP   Benzinga — July 25, 2025

BP BP stock has been recovering recently from its April lows, along with other major oil and gas companies. This recovery is related to the improvement in oil prices lately.

image for news Why BP Stock Should Be On Your List Now?

Apple Faces Existential Threat If It Fails To Act On GenAI — Negative

AAPL   Benzinga — July 25, 2025

Apple Inc. AAPL is facing mounting pressure from investors as concerns intensify over its lagging generative AI (GenAI) strategy, a key driver of growth across the tech sector.

image for news Apple Faces Existential Threat If It Fails To Act On GenAI

HENDERSON, Nev., July 25, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced the grand opening of Incanta Lago , a new gated community in Henderson, Nevada. Situated in the prestigious Lake Las Vegas master plan, Incanta Lago features luxurious single- and two-story homes offering refined lakeside living. The Toll Brothers Sales Center is now open at 427 Terra Alta in Henderson.

image for news Toll Brothers Announces New Lake Las Vegas Community Now Open in Henderson, Nevada

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In 3D Systems To Contact Him Directly To Discuss Their Options

image for news INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of 3D Systems

Intel reported better-than-expected second-quarter results but warned of foundry troubles as it struggles to turnaround its business. CEO Lip-Bu Tan said the company would only invest in new technology with customer commitments and is halting production on two Europe-based plants.

image for news Intel drops 9% as chipmaker's foundry business axes projects, struggles to find customers

Cemex's Cycle Is Showing More Indications Of Turning Negatively — Negative

CX   Seeking Alpha — July 25, 2025

CEMEX, S.A.B. de C.V.'s Q2 '25 results reveal worsening volume declines in Mexico and the US, signaling a negative turn in the cement cycle. Despite resilient EBITDA margins, aggregate operating EBITDA fell 11% due to falling sales in core geographies. Management remains conservative on capital allocation, prioritizing ROIC and shareholder returns, with no aggressive growth or acquisitions planned.

image for news Cemex's Cycle Is Showing More Indications Of Turning Negatively

FTI Consulting Stock Remains Flat Since Q2 Earnings Beat — Positive

FCN   Zacks Investment Research — July 25, 2025

FCN beats Q2 EPS and revenue estimates, but weak Tech and Econ segments offset gains in restructuring.

image for news FTI Consulting Stock Remains Flat Since Q2 Earnings Beat