BorgWarner Beats on Q2 Earnings, Boosts Dividend & Buyback — Positive
BWA Zacks Investment Research — July 31, 2025BWA tops Q2 earnings estimates, hikes dividend by 55%, lifts buyback plan and raises full-year 2025 guidance.

3 Aerospace-Defense Stocks to Buy Amid Impressive Air Traffic View — Positive
EADSY GE HII Zacks Investment Research — July 31, 2025GE, EADSY and HII look poised for growth as strong air traffic and rising U.S. defense spending fuel aerospace gains.

PPL's Q2 Earnings Lag Estimates, Revenues Increase Y/Y — Negative
PPL Zacks Investment Research — July 31, 2025PPL's second-quarter 2025 earnings decrease year over year, while revenues increase. Total operating expenses increase during the same period.

Meta Jumps on Q2 Earnings Beat: ETFs to Tap — Positive
META Zacks Investment Research — July 31, 2025META's Q2 beat and massive stock surge lift ETFs like VOX, FCOM, IXP and XLC, each with heavy exposure to the tech giant.

Omnicell's service business is rapidly growing, now 22% of revenue, outpacing industry trends and supporting long-term upside. My updated DCF analysis yields a price target of $57.46, representing 93% upside, with Wall Street consensus trailing behind. The primary risk is the pace of transition from product to service revenue, but a strong backlog mitigates margin and cash flow concerns.

Graham Holdings: Nears Fair Value Without CSI Monetization — Positive
GHC Seeking Alpha — July 31, 2025Graham Holdings' core growth engines—Kaplan and Healthcare—continue to deliver strong results, driving most of the company's operating profit and cash flow. Despite solid fundamentals, the stock offers limited upside, with my price target of $970 implying less than 2% capital gains and total returns under 6.5%. Leadership changes in the Healthcare division may signal a potential CSI Pharmacy spin-off, which could unlock significant shareholder value if executed.

Compass CEO: There's more housing inventory now than anytime in the last 6 years — Neutral
COMP CNBC Television — July 31, 2025Compass CEO Robert Reffkin tells CNBC that housing inventory nationwide is back to where it was before the pandemic. But certain markets, like New York City, have seen rentals prices surge in the last year, he adds.

Dominion Energy Declares Quarterly Dividend of 66.75 Cents — Neutral
D Business Wire — July 31, 2025RICHMOND, Va.--(BUSINESS WIRE)--The board of directors of Dominion Energy (NYSE: D) has declared a quarterly dividend of 66.75 cents per share of common stock. Dividends are payable on Sept. 20, 2025, to shareholders of record at the close of business Sept. 5, 2025. This is the 390th consecutive dividend that Dominion Energy or its predecessor company has paid holders of common stock. The company's last quarterly dividend was declared May 7, 2025. News Category: Corporate & Financial.

Merit Medical Systems, Inc. (MMSI) Q2 2025 Earnings Call Transcript — Neutral
MMSI Seeking Alpha — July 31, 2025Merit Medical Systems, Inc. (NASDAQ:MMSI ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Brian G. Lloyd - Chief Legal Officer & Corporate Secretary Fred P.

Arm shares plunged after the chip designer offered a muted profit forecast for the fiscal second quarter. CEO Rene Haas indicated the company plans to invest in its own chip development.

Fox acquires 33% stake in IndyCar owner Penske Entertainment, extends media rights deal — Positive
FOX PAG New York Post — July 31, 2025“We're thrilled to join the IndyCar ownership group at such a pivotal time for the sport,” said Eric Shanks, CEO & Executive Producer, FOX Sports.

JPMorgan CEO Jamie Dimon: AI will replace certain jobs, like all technology has — Neutral
JPM CNBC Television — July 31, 2025CNBC's Leslie Picker with JPMorgan CEO Jamie Dimon, join 'Money Movers' to discuss his branch strategy, the economy, his meetings with the president and Trump's comments about Fed Chair Powell and more.

The Tile Shop to Host Second Quarter 2025 Earnings Conference Call — Neutral
TTSH GlobeNewsWire — July 31, 2025MINNEAPOLIS, July 31, 2025 (GLOBE NEWSWIRE) -- Tile Shop Holdings, Inc. (Nasdaq: TTSH) (the “Company”), a specialty retailer of natural stone tiles, man-made and luxury vinyl tiles, setting and maintenance materials, and related accessories, today announced that the Company will release financial results for the second quarter ended June 30, 2025, at 7:00 a.m. Eastern Time on Thursday, August 7, 2025. The Company will host a conference call via webcast for investors and other interested parties beginning at 9:00 a.m. Eastern Time on Thursday, August 7, 2025. The call will be hosted by Cabell Lolmaugh, Chief Executive Officer, Mark Davis, …

Amarin's Q2 Earnings & Revenues Trump Estimates, Stock Rises — Positive
AMRN Zacks Investment Research — July 31, 2025AMRN beats second-quarter estimates for earnings. Revenues rise year over year on strong licensing gains.

Sanofi Q2 Earnings & Sales Miss, 2025 Top-Line View Raised, Stock Down — Negative
SNY Zacks Investment Research — July 31, 2025SNY misses Q2 earnings and sales estimates but lifts 2025 sales outlook on strong Dupixent and vaccine momentum.

Microsoft ends tradition of naming competitors in regulatory filings — Neutral
MSFT CNBC — July 31, 2025Microsoft's latest annual report excludes the names of rivals, putting a stop to a practice that goes back at least to 1994. Amazon and Tesla both gave up the practice in the past five years.

Johnson Fistel Commences Investigation of Align Technology, Inc. — Neutral
ALGN GlobeNewsWire — July 31, 2025SAN DIEGO, July 31, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP, a shareholder rights law firm, announces that it is investigating potential claims on behalf of investors of Align Technology, Inc. (NASDAQ: ALGN) regarding possible violations of federal securities laws.

CWEB Can Be Strategically Utilized To Play The U.S. & China Trade Deal — Positive
CWEB Seeking Alpha — July 31, 2025CWEB offers 2x daily exposure to Chinese Internet stocks but is only suitable for short-term traders due to daily resets and value decay. Leveraged ETFs like CWEB can experience significant performance divergence and value loss over longer holding periods, making them risky for buy-and-hold investors. CWEB could benefit from positive U.S.-China trade negotiations, but high management fees and liquidity considerations must be weighed before trading.

Is Wall Street Overreacting? Super Micro Computer Still Looks Like A Buy — Neutral
SMCI Seeking Alpha — July 31, 2025Super Micro shows strong revenue growth, with 45–51% YoY guidance for FY25. SMCI's fundamentals remain robust, with solid financials, and healthy debt metrics compared to peers. Short-term risks include shipment delays, customer hesitation due to upcoming GPU cycles and $200–300M annualized cost headwinds from U.S.-China tariffs.
