BorgWarner Beats on Q2 Earnings, Boosts Dividend & Buyback — Positive

BWA   Zacks Investment Research — July 31, 2025

BWA tops Q2 earnings estimates, hikes dividend by 55%, lifts buyback plan and raises full-year 2025 guidance.

image for news BorgWarner Beats on Q2 Earnings, Boosts Dividend & Buyback

3 Aerospace-Defense Stocks to Buy Amid Impressive Air Traffic View — Positive

EADSY  GE  HII   Zacks Investment Research — July 31, 2025

GE, EADSY and HII look poised for growth as strong air traffic and rising U.S. defense spending fuel aerospace gains.

image for news 3 Aerospace-Defense Stocks to Buy Amid Impressive Air Traffic View

Economy Heating Up on PCE for June — Neutral

AAPL  ABBV  ADP  AMZN  BMY  CVS  IP  MA  MSFT  PMI  ROKU  SIRI   Zacks Investment Research — July 31, 2025

Pre-market and bond yield numbers appear to be in reaction to this morning's economic posts.

image for news Economy Heating Up on PCE for June

PPL's Q2 Earnings Lag Estimates, Revenues Increase Y/Y — Negative

PPL   Zacks Investment Research — July 31, 2025

PPL's second-quarter 2025 earnings decrease year over year, while revenues increase. Total operating expenses increase during the same period.

image for news PPL's Q2 Earnings Lag Estimates, Revenues Increase Y/Y

Meta Jumps on Q2 Earnings Beat: ETFs to Tap — Positive

META   Zacks Investment Research — July 31, 2025

META's Q2 beat and massive stock surge lift ETFs like VOX, FCOM, IXP and XLC, each with heavy exposure to the tech giant.

image for news Meta Jumps on Q2 Earnings Beat: ETFs to Tap

Omnicell Q2 Earnings: Market Ignoring The Segments — Positive

OMCL   Seeking Alpha — July 31, 2025

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.

image for news Omnicell Q2 Earnings: Market Ignoring The Segments

Graham Holdings: Nears Fair Value Without CSI Monetization — Positive

GHC   Seeking Alpha — July 31, 2025

Graham 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.

image for news Graham Holdings: Nears Fair Value Without CSI Monetization

Compass 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.

image for news Compass CEO: There's more housing inventory now than anytime in the last 6 years

Dominion Energy Declares Quarterly Dividend of 66.75 Cents — Neutral

D   Business Wire — July 31, 2025

RICHMOND, 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.

image for news Dominion Energy Declares Quarterly Dividend of 66.75 Cents

Merit Medical Systems, Inc. (MMSI) Q2 2025 Earnings Call Transcript — Neutral

MMSI   Seeking Alpha — July 31, 2025

Merit 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.

image for news Merit Medical Systems, Inc. (MMSI) Q2 2025 Earnings Call Transcript

Arm stock tumbles on chip designer's muted profit forecast — Negative

ARM   CNBC — July 31, 2025

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.

image for news Arm stock tumbles on chip designer's muted profit forecast

“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.

image for news Fox acquires 33% stake in IndyCar owner Penske Entertainment, extends media rights deal

CNBC'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.

image for news JPMorgan CEO Jamie Dimon: AI will replace certain jobs, like all technology has

The Tile Shop to Host Second Quarter 2025 Earnings Conference Call — Neutral

TTSH   GlobeNewsWire — July 31, 2025

MINNEAPOLIS, 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, …

image for news The Tile Shop to Host Second Quarter 2025 Earnings Conference Call

Amarin's Q2 Earnings & Revenues Trump Estimates, Stock Rises — Positive

AMRN   Zacks Investment Research — July 31, 2025

AMRN beats second-quarter estimates for earnings. Revenues rise year over year on strong licensing gains.

image for news Amarin's Q2 Earnings & Revenues Trump Estimates, Stock Rises

Sanofi Q2 Earnings & Sales Miss, 2025 Top-Line View Raised, Stock Down — Negative

SNY   Zacks Investment Research — July 31, 2025

SNY misses Q2 earnings and sales estimates but lifts 2025 sales outlook on strong Dupixent and vaccine momentum.

image for news Sanofi Q2 Earnings & Sales Miss, 2025 Top-Line View Raised, Stock Down

Microsoft'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.

image for news Microsoft ends tradition of naming competitors in regulatory filings

Johnson Fistel Commences Investigation of Align Technology, Inc. — Neutral

ALGN   GlobeNewsWire — July 31, 2025

SAN 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.

image for news Johnson Fistel Commences Investigation of Align Technology, Inc.

CWEB Can Be Strategically Utilized To Play The U.S. & China Trade Deal — Positive

CWEB   Seeking Alpha — July 31, 2025

CWEB 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.

image for news CWEB Can Be Strategically Utilized To Play The U.S. & China Trade Deal

Super 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.

image for news Is Wall Street Overreacting? Super Micro Computer Still Looks Like A Buy