Tractor Supply Revs Up on Forecast Hike and Bullish Signals — Positive
TSCO MarketBeat — July 25, 2025Tractor 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.

First Bank: Strong Loan Growth Makes Shares Attractive — Positive
FRBA Seeking Alpha — July 25, 2025First 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.

Citing New Rules, Meta Says It Will End Political Ads in E.U. — Negative
META NYTimes — July 25, 2025Meta said political advertising would end in October, citing a forthcoming E.U. regulation that it said presented “unworkable requirements.

Primis Financial Corp. (FRST) Q2 2025 Earnings Call Transcript — Neutral
FRST Seeking Alpha — July 25, 2025Primis 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.

Enova's Small Business Loans Surge as Main Street Looks to Nonbank Lenders — Positive
ENVA PYMNTS — July 25, 2025As 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.

First American Financial: Good Q2 Results, But Not Yet A Buy — Positive
FAF Seeking Alpha — July 25, 2025First 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.

Digital Realty CEO: We're seeing incremental strong demand backdrop — Positive
DLR CNBC Television — July 25, 2025Andrew 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.

TT Gears Up to Report Q2 Earnings: Here's What You Should Know — Positive
TT Zacks Investment Research — July 25, 2025Trane 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.

CARR Set to Report Q2 Earnings: What's in Store for the Stock? — Positive
CARR Zacks Investment Research — July 25, 2025Carrier 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.

Durable Goods Orders Contract in June.

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 …

Betting Against Alphabet? You'll Need A Better Bear Case (Rating Downgrade) — Positive
GOOG GOOGL Seeking Alpha — July 25, 2025Alphabet'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.

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.

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.

Toll Brothers Announces New Lake Las Vegas Community Now Open in Henderson, Nevada — Neutral
TOL GlobeNewsWire — July 25, 2025HENDERSON, 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.

INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of 3D Systems — Neutral
DDD GlobeNewsWire — July 25, 2025Faruqi & 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

Intel drops 9% as chipmaker's foundry business axes projects, struggles to find customers — Negative
INTC CNBC — July 25, 2025Intel 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.

Cemex's Cycle Is Showing More Indications Of Turning Negatively — Negative
CX Seeking Alpha — July 25, 2025CEMEX, 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.

FTI Consulting Stock Remains Flat Since Q2 Earnings Beat — Positive
FCN Zacks Investment Research — July 25, 2025FCN beats Q2 EPS and revenue estimates, but weak Tech and Econ segments offset gains in restructuring.
