LakeShore Biopharma Announces Fiscal Year 2025 Financial Results — Neutral
LSB PRNewsWire — July 31, 2025Total 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 …

Prudential Financial, Inc. (PRU) Q2 2025 Earnings Call Transcript — Neutral
PRU Seeking Alpha — July 31, 2025Prudential 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 …

Healthpeak Properties: Tremendous Value But Catalyst Out Of Sight — Positive
DOC Seeking Alpha — July 31, 2025Healthpeak 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.

Cigna's 2nd quarter profits beat Wall Street's expectations — Positive
CI Fast Company — July 31, 2025Cigna beat Wall Street estimates for second-quarter profit on Thursday, helped by strength in its pharmacy benefit management business.

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.

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

Live Earnings: Will Amazon (AMZN) Blow Out Earnings Tonight? — Neutral
AMZN 24/7 Wall Street — July 31, 2025Amazon 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.

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.

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.

Tesla starts ride-hailing service in the Bay Area. It's not a robotaxi yet. — Positive
TSLA Market Watch — July 31, 2025Tesla 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.

FormFactor Q2 Earnings: The Future Looks Much Better, If Everything Goes Well — Positive
FORM Seeking Alpha — July 31, 2025FormFactor'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.

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.

Thryv Q2: Valuation Yet To Catch Up With Improving Fundamentals — Positive
THRY Seeking Alpha — July 31, 2025Thryv'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.

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 …

FICO Q3 Earnings Beat Estimates, Strong Scores Drive Up Sales Y/Y — Positive
FICO Zacks Investment Research — July 31, 2025FICO's third-quarter fiscal 2025 results benefit from higher revenues and the robust performance of the Scores segment.

NPK Q2 Earnings Down Y/Y As Tariffs Weigh, Sales up 42% — Positive
NPK Zacks Investment Research — July 31, 2025National 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.

Will Top-Line Improvement Benefit Palantir in Q2 Earnings? — Positive
PLTR Zacks Investment Research — July 31, 2025PLTR's Q2 revenues are set to surge 36% as AIP drives adoption across both Government and Commercial segments.

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.

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, …

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.
