LakeShore Biopharma Announces Fiscal Year 2025 Financial Results — Neutral

LSB   PRNewsWire — July 31, 2025

Total revenue reached RMB615.0 million, representing 7.2% year-over-year growth Gross profit rose to RMB507.2 million, up 11.3% year-over-year Gross margin improved to 82.5% from 79.5% in Fiscal Year 2024 Total operating expenses decreased 34.2% year-over-year to RMB593.5 million EBITDA[1] and Adjusted EBITDA[2] were RMB(48.5 million) and RMB0.6 million, respectively, compared to RMB(368.7 million) and RMB(236.4 million) in Fiscal Year 2024 Net loss narrowed to RMB100.0 million, with an adjusted net loss[3] of RMB40.0 million, compared to RMB433.5 million and RMB266.3 million, respectively, in Fiscal Year 2024 BEIJING , July 31, 2025 /PRNewswire/ -- LakeShore Biopharma Co., Ltd (Nasdaq: LSB) ("LakeShore …

image for news LakeShore Biopharma Announces Fiscal Year 2025 Financial Results

Prudential Financial, Inc. (PRU) Q2 2025 Earnings Call Transcript — Neutral

PRU   Seeking Alpha — July 31, 2025

Prudential Financial, Inc. (NYSE:PRU ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Andrew Francis Sullivan - CEO, President & Director Robert McLaughlin - Head of Investor Relations Yanela del Carmen Frias - Executive VP & CFO Conference Call Participants Elyse Beth Greenspan - Wells Fargo Securities, LLC, Research Division Jack Matten - BMO Capital Markets Equity Research Jamminder Singh Bhullar - JPMorgan Chase & Co, Research Division Jian Huang - Morgan Stanley, Research Division John Bakewell Barnidge - Piper Sandler & Co., Research Division Michael Augustus Ward - UBS Investment Bank, Research Division Ryan …

image for news Prudential Financial, Inc. (PRU) Q2 2025 Earnings Call Transcript

Healthpeak Properties: Tremendous Value But Catalyst Out Of Sight — Positive

DOC   Seeking Alpha — July 31, 2025

Healthpeak Properties trades at a deep discount, with limited downside risk and a well-covered 6.9% dividend yield. The balance sheet is strong, with net debt/EBITDAre at 5.2x and $2.3 billion in liquidity. Valuation is driven by lab space concerns, despite lab space being only 40% of its portfolio, whereas its medical office and senior housing segments remain stable.

image for news Healthpeak Properties: Tremendous Value But Catalyst Out Of Sight

Cigna's 2nd quarter profits beat Wall Street's expectations — Positive

CI   Fast Company — July 31, 2025

Cigna beat Wall Street estimates for second-quarter profit on Thursday, helped by strength in its pharmacy benefit management business.

image for news Cigna's 2nd quarter profits beat Wall Street's expectations

Tech Stock Looks Ready for More 25-Year Highs — Positive

GLW   Schaeffers Research — July 31, 2025

The shares of Corning Inc (NYSE:GLW) were last seen trading near breakeven at $62.62, after earlier surging to a 25-year high of $63.91.

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Invitation Homes Inc. (INVH) Q2 2025 Earnings Call Transcript — Neutral

INVH   Seeking Alpha — July 31, 2025

Invitation Homes Inc. (NYSE:INVH ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Charles D. Young - President Dallas B.

image for news Invitation Homes Inc. (INVH) Q2 2025 Earnings Call Transcript

Live Earnings: Will Amazon (AMZN) Blow Out Earnings Tonight? — Neutral

AMZN   24/7 Wall Street — July 31, 2025

Amazon reports earnings after the market closes today. Wall Street consensus expectations currently stand at: Revenue: $162.1 billion Adjusted EPS: $1.32 Operating Cash Flow: $31.1 billion Free Cash Flow: $9.16 billion Gross Margin: 50.6% We'll be hosting a live blog that will post news and analysis right after Amazon's earnings are released.

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MPLX to Buy Northwind Midstream for $2.38 Billion — Positive

MPLX   WSJ — July 31, 2025

The midstream energy-and-logistics business will gain PE-backed Northwind's portfolio of over 200,000 acres and more than 200 miles of gathering pipelines as part of the deal.

image for news MPLX to Buy Northwind Midstream for $2.38 Billion

PBF Energy Inc. (PBF) Q2 2025 Earnings Call Transcript — Neutral

PBF   Seeking Alpha — July 31, 2025

PBF Energy Inc. (NYSE:PBF ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Colin Murray - Vice President of Investor Relations Karen Berriman Davis - Senior VP & CFO Matthew C. Lucey - President, CEO & Director Michael A.

image for news PBF Energy Inc. (PBF) Q2 2025 Earnings Call Transcript

Tesla Inc. is offering ride-hailing services in the San Francisco Bay Area, the birthplace of ride-sharing and where the EV maker has plenty of competition from services with drivers at the wheel as well as from self-driving cars.

image for news Tesla starts ride-hailing service in the Bay Area. It's not a robotaxi yet.

FormFactor's Q2 sales were flat year-over-year but beat estimates; profitability and cash flow declined due to strategic CapEx for future growth. Negative free cash flow was driven by facility expansion, positioning the company to benefit from rising HBM and AI-related demand. Major tech companies' surging capex in AI and data centers bodes well for FormFactor's probe card business as chip demand grows.

image for news FormFactor Q2 Earnings: The Future Looks Much Better, If Everything Goes Well

Backblaze Continues Growth But Operating Losses Weigh — Neutral

BLZE   Seeking Alpha — July 31, 2025

Backblaze's B2 Cloud Storage growth and AI demand are promising, but heavy operating losses persist, justifying my continued Sell rating. Despite revenue growth and improved margins, the company remains far from operating breakeven, which the market is punishing with a discounted valuation. Significant shareholder dilution from high stock-based compensation and no share buybacks further weakens the investment case, although management wants to move to cash bonuses over time.

image for news Backblaze Continues Growth But Operating Losses Weigh

Thryv Q2: Valuation Yet To Catch Up With Improving Fundamentals — Positive

THRY   Seeking Alpha — July 31, 2025

Thryv's SaaS revenue grew 48% YoY, with 25% organic growth, and Adjusted EBITDA margins above 20%. Management continues to add new product offerings to the platform, and now 18% of customers use multiple products. With the SaaS and legacy print business generating healthy FCF, the debt on the balance sheet is less of a concern.

image for news Thryv Q2: Valuation Yet To Catch Up With Improving Fundamentals

Transaction in Own Shares — Neutral

SHEL   GlobeNewsWire — July 31, 2025

Transaction in Own Shares 31 July, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 31 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 31/07/2025 1,000,000 £27.6700 £26.9200 £27.2208 LSE GBP 31/07/2025 - - - - Chi-X (CXE) GBP 31/07/2025 - - - - BATS (BXE) GBP 31/07/2025 869,957 €32.2300 €31.2700 …

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FICO Q3 Earnings Beat Estimates, Strong Scores Drive Up Sales Y/Y — Positive

FICO   Zacks Investment Research — July 31, 2025

FICO's third-quarter fiscal 2025 results benefit from higher revenues and the robust performance of the Scores segment.

image for news FICO Q3 Earnings Beat Estimates, Strong Scores Drive Up Sales Y/Y

NPK Q2 Earnings Down Y/Y As Tariffs Weigh, Sales up 42% — Positive

NPK   Zacks Investment Research — July 31, 2025

National Presto's Q2 earnings gain on 41.6% sales growth driven by Defense, but net income dropped 15% due to tariffs and supplier-related losses.

image for news NPK Q2 Earnings Down Y/Y As Tariffs Weigh, Sales up 42%

Will Top-Line Improvement Benefit Palantir in Q2 Earnings? — Positive

PLTR   Zacks Investment Research — July 31, 2025

PLTR's Q2 revenues are set to surge 36% as AIP drives adoption across both Government and Commercial segments.

image for news Will Top-Line Improvement Benefit Palantir in Q2 Earnings?

SCHZ: Tariffs More Moderate Than Expected — Negative

SCHZ   Seeking Alpha — July 31, 2025

There is dissent in the FOMC, with traditionally cautious members around inflation indicating that it's time to cut. With mixed but ultimately positive underlying macro data, we are inclined to agree as copper tariff threats are gutted and trade deals mean tariffs discounted from Liberation Day levels. We think CPI figures get better from here on out as well as we continue to benefit from lower energy prices, not riled up by Middle East tensions.

image for news SCHZ: Tariffs More Moderate Than Expected

Carronade Shares Perspectives on Viasat — Neutral

VSAT   GlobeNewsWire — July 31, 2025

Carronade Supports Spin-Off or IPO of the Defense and Advanced Technologies Business Potential 215% to 520% Upside in the Stock if Company Completes a Separation Defense and Advanced Technologies is Worth $50/share Alone DARIEN, Conn., July 31, 2025 (GLOBE NEWSWIRE) -- Carronade Capital Management, LP on behalf of its managed entities (“Carronade Capital”, “our” or “we”), have beneficial ownership of approximately 2.6% of the outstanding shares of Viasat, Inc., (NASDAQ: VSAT) (“Viasat” or the “Company”) today issued the following open letter outlining its perspective on Viasat's ongoing strategic review and offering a clear and effective way to unlock the substantial, …

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Tempus AI: Next Leg Up — Positive

TEM   Seeking Alpha — July 31, 2025

Tempus AI is appealing after a 10% pullback, seeing it as an opportunity following strong Q1 results and a short report-driven dip. The precision medicine company should top Q2 estimates, especially with full Ambry Genetics revenue and the expanded $200M AstraZeneca data licensing deal fueling growth. The stock valuation is attractive at 6.5x 2026 sales estimates, making Tempus AI a compelling play as it builds its AI-driven medical platform.

image for news Tempus AI: Next Leg Up