Jim Cramer breaks down why he's keeping an eye on shares of Disney.

Twilio Q2 Preview: Focusing On Net Retention And Cross-Selling, Initiate With Buy — Positive
TWLO Seeking Alpha — August 04, 2025Initiate Twilio with a buy rating and $154 fair value, based on AI-driven customer engagement and margin expansion focus. Growth slowed post-pandemic due to market saturation, a lower net expansion rate, and intensifying competition, but margin and FCF improvements are notable. New CEO's cost discipline improved FCF margin and enabled significant share repurchases, supporting higher valuation.

Diageo guidance for 2026 likely to be flat or lower, cautions analyst — Negative
DEO Proactive Investors — August 04, 2025Diageo PLC (LSE:DGE) should be able to 'split the G' and hit guidance this year, according to analysts at Citi, but the main investor focus will be on the outlook when full-year results are released on 5 August. The US bank, which reiterated its 'buy' rating on the share, expects organic sales growth (OSG) guidance for the year to June 2026 to be "subdued", potentially "flat-to-slightly lower" than the past year.

Sohu.com Limited (SOHU) Q2 2025 Earnings Call Transcript — Neutral
SOHU Seeking Alpha — August 04, 2025Sohu.com Limited (NASDAQ:SOHU ) Q2 2025 Earnings Conference Call August 4, 2025 7:30 AM ET Company Participants Chaoyang Zhang - Founder, Chairman & CEO Pu Huang - Investor Relations Officer—China Yanfeng Lv - Chief Financial Officer Yaobin Wang - Chief Financial Officer Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Thomas Chong - Jefferies LLC, Research Division Operator Ladies and gentlemen, thank you for standing by, and good evening. Thank you for joining Sohu's Second Quarter 2025 Earnings Conference Call.

Mainz Biomed Announces Pricing of $3.0 Million Follow-On Offering of Ordinary Shares and Warrants — Neutral
MYNZ GlobeNewsWire — August 04, 2025BERKELEY, Calif. and MAINZ, Germany, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Mainz Biomed N.V.

Insights Into Targa Resources (TRGP) Q2: Wall Street Projections for Key Metrics — Neutral
TRGP Zacks Investment Research — August 04, 2025Get a deeper insight into the potential performance of Targa Resources (TRGP) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Seeking Clues to Live Nation (LYV) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics — Positive
LYV Zacks Investment Research — August 04, 2025Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Live Nation (LYV), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

Curious about Dynatrace (DT) Q1 Performance? Explore Wall Street Estimates for Key Metrics — Positive
DT Zacks Investment Research — August 04, 2025Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Dynatrace (DT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

Unlocking Q2 Potential of Energy Transfer LP (ET): Exploring Wall Street Estimates for Key Metrics — Positive
ET Zacks Investment Research — August 04, 2025Beyond analysts' top-and-bottom-line estimates for Energy Transfer LP (ET), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Rocket Companies Announces Exchange Offers and Consent Solicitations for Any and All of Nationstar Mortgage Holdings Inc.'s 6.500% Senior Notes Due 2029 and 7.125% Senior Notes Due 2032 — Neutral
RKT PRNewsWire — August 04, 2025DETROIT , Aug. 4, 2025 /PRNewswire/ -- Rocket Companies, Inc. (NYSE: RKT) (the "Company" or "Rocket Companies"), the Detroit-based fintech platform including mortgage, real estate, title and personal finance businesses, in connection with its pending acquisition of Mr. Cooper Group Inc. ("Mr.

Rocket Companies Announces Cash Tender Offers and Consent Solicitations for Any and All of Nationstar Mortgage Holdings Inc.'s 5.125% Senior Notes Due 2030 and 5.750% Senior Notes Due 2031 — Neutral
RKT PRNewsWire — August 04, 2025DETROIT , Aug. 4, 2025 /PRNewswire/ -- Rocket Companies, Inc. (NYSE: RKT) (the "Company" or "Rocket Companies"), the Detroit-based fintech platform including mortgage, real estate, title and personal finance businesses, in connection with its pending acquisition of Mr. Cooper Group Inc. ("Mr.

Gear Up for Wix.com (WIX) Q2 Earnings: Wall Street Estimates for Key Metrics — Positive
WIX Zacks Investment Research — August 04, 2025Besides Wall Street's top-and-bottom-line estimates for Wix.com (WIX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

Gear Up for Con Ed (ED) Q2 Earnings: Wall Street Estimates for Key Metrics — Positive
ED Zacks Investment Research — August 04, 2025Beyond analysts' top-and-bottom-line estimates for Con Ed (ED), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Ahead of Epam (EPAM) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics — Positive
EPAM Zacks Investment Research — August 04, 2025Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Epam (EPAM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

Stay Ahead of the Game With Shift4 Payments (FOUR) Q2 Earnings: Wall Street's Insights on Key Metrics — Neutral
FOUR Zacks Investment Research — August 04, 2025Evaluate the expected performance of Shift4 Payments (FOUR) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

MPLX LP (MPLX) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates — Positive
MPLX Zacks Investment Research — August 04, 2025Beyond analysts' top-and-bottom-line estimates for MPLX LP (MPLX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Curious about Frontdoor (FTDR) Q2 Performance? Explore Wall Street Estimates for Key Metrics — Positive
FTDR Zacks Investment Research — August 04, 2025Beyond analysts' top-and-bottom-line estimates for Frontdoor (FTDR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Countdown to Ralph Lauren (RL) Q1 Earnings: Wall Street Forecasts for Key Metrics — Positive
RL Zacks Investment Research — August 04, 2025Beyond analysts' top-and-bottom-line estimates for Ralph Lauren (RL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

Seeking Clues to Gilead (GILD) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics — Neutral
GILD Zacks Investment Research — August 04, 2025Get a deeper insight into the potential performance of Gilead (GILD) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Unlocking Q2 Potential of Suncor Energy (SU): Exploring Wall Street Estimates for Key Metrics — Positive
SU Zacks Investment Research — August 04, 2025Besides Wall Street's top-and-bottom-line estimates for Suncor Energy (SU), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
