Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising — Positive
APP Zacks Investment Research — July 24, 2025APP's AI engine Axon 2 has driven massive ad growth, but a lofty valuation and slowing momentum now test investor confidence.

RNR Q2 Earnings Beat on Strong Property Underwriting Results — Positive
RNR Zacks Investment Research — July 24, 2025RenaissanceRe's Q2 earnings benefit from strong Property underwriting results and lower net claims and claim expenses incurred, partly offset by declining net premiums earned in the Casualty & Specialty unit.

Union Pacific Corporation (UNP) Q2 2025 Earnings Call Transcript — Neutral
UNP Seeking Alpha — July 24, 2025Union Pacific Corporation (NYSE:UNP ) Q2 2025 Earnings Conference Call July 24, 2025 8:45 AM ET Company Participants Eric J. Gehringer - Executive Vice President of Operations Jennifer L.

Blackstone Inc. (NYSE:BX ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Jonathan D. Gray - General Partner, President, COO & Director Michael S.

Essential Properties Realty Trust, Inc. (EPRT) Q2 2025 Earnings Call Transcript — Neutral
EPRT Seeking Alpha — July 24, 2025Essential Properties Realty Trust, Inc. (NYSE:EPRT ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants A. Joseph Peil - Executive VP & Chief Investment Officer Mark E.

Northeast Community Bancorp (NECB) Q2 Earnings Top Estimates — Positive
NECB Zacks Investment Research — July 24, 2025Northeast Community Bancorp (NECB) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.97 per share a year ago.

LOS ANGELES--(BUSINESS WIRE)--Contents First, the company behind the global webtoon platform Tappytoon, announces the exclusive launch of its new original Boys' Love (BL) webtoon, Bullet Time. The series will begin serialization on July 25 on Tappytoon. Bullet Time is a Boys' Love (BL) webtoon depicting love and betrayal between a feral gangster and a cunning spy, set in Helltham, a neon-lit city of raging crime. The series follows Felix, a spy from law enforcement embedded in the Golden Bite g.

D.R. Horton: Robust Operations And Liquidity Warrant An Upside — Positive
DHI Seeking Alpha — July 24, 2025Many homebuilders like D.R. Horton experience the softness in the housing market, but I don't think it will lead to a crash considering their cautious construction and low inventory. DHI takes advantage of its geographical diversification and inventory management to set a strategic pricing, attract demand, and stabilize operating costs. Its robust liquidity with only a 0.90x Net Debt/EBITDA ensures its sustainability.

GE Vernova Has The Most To Gain From Energy Policy Changes — Positive
GEV Seeking Alpha — July 24, 2025GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring revenue for GE Vernova. As the installed base grows through equipment sales, services sales should reflect a larger customer base.

Third Coast Bancshares, Inc. (TCBX) Q2 2025 Earnings Call Transcript — Neutral
TCBX Seeking Alpha — July 24, 2025Third Coast Bancshares, Inc. (NASDAQ:TCBX ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Audrey A. Duncan - Senior EVP & Chief Credit Officer Bart O.

Empire State Realty Trust CEO: International demand was lower than expected — Negative
ESRT CNBC Television — July 24, 2025Anthony Malkin, Empire State Realty Trust CEO, joins 'The Exchange' to discuss the state of REITs, the shares falling on lower international demand and New York City Democratic Mayoral candidate Mamdani's potential impact on real estate in the city.

Churchill Downs Incorporated (CHDN) Q2 2025 Earnings Call Transcript — Neutral
CHDN Seeking Alpha — July 24, 2025Churchill Downs Incorporated (NASDAQ:CHDN ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Marcia Ann Dall - Executive VP & CFO Sam Ullrich - Vice President of Investor Relations William C. Carstanjen - CEO & Director Conference Call Participants Barry Jonathan Jonas - Truist Securities, Inc., Research Division Benjamin Nicolas Chaiken - Mizuho Securities USA LLC, Research Division Brandt Antoine Montour - Barclays Bank PLC, Research Division Chad C.

QCR Holdings, Inc. (QCRH) Q2 2025 Earnings Call Transcript — Neutral
QCRH Seeking Alpha — July 24, 2025QCR Holdings, Inc. (NASDAQ:QCRH ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Nick W. Anderson - Chief Financial Officer Todd A.

SoFi is Playing to Win and Not Backing Down From the Fintech Fight — Positive
SOFI Zacks Investment Research — July 24, 2025SOFI's net income surges 217% as it doubles down on innovation, partnerships, and fee-based growth amid fierce fintech rivalry.

TriCo (TCBK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive
TCBK Zacks Investment Research — July 24, 2025Although the revenue and EPS for TriCo (TCBK) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Nasdaq, Inc. (NASDAQ:NDAQ ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Adena T. Friedman - CEO & Chairman Ato Garrett - Senior VP & Investor Relations Officer Sarah M.

"A Lot of Questions" Left After TSLA Earnings, Autonomous & EV Headwinds Ahead — Negative
TSLA Schwab Network — July 24, 2025Tesla (TSLA) sold off after missing earnings for the second quarter in a row. Elon Musk himself said "we probably could have a few rough quarters.

Daniel Newman, CEO of The Futurum Group, digs into each company's Q2 earnings. Subscribe | http://t.st/TheStreetTV Earn.

West Pharmaceutical Services, Inc. (WST) Q2 2025 Earnings Call Transcript — Neutral
WST Seeking Alpha — July 24, 2025West Pharmaceutical Services, Inc. (NYSE:WST ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Bernard J. Birkett - Senior VP & CFO Eric M.

O'Reilly Automotive, Inc. (ORLY) Q2 2025 Earnings Call Transcript — Neutral
ORLY Seeking Alpha — July 24, 2025O'Reilly Automotive, Inc. (NASDAQ:ORLY ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Brad W. Beckham - Chief Executive Officer Brent G.
