Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising — Positive

APP   Zacks Investment Research — July 24, 2025

APP's AI engine Axon 2 has driven massive ad growth, but a lofty valuation and slowing momentum now test investor confidence.

image for news Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising

RNR Q2 Earnings Beat on Strong Property Underwriting Results — Positive

RNR   Zacks Investment Research — July 24, 2025

RenaissanceRe'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.

image for news RNR Q2 Earnings Beat on Strong Property Underwriting Results

Union Pacific Corporation (UNP) Q2 2025 Earnings Call Transcript — Neutral

UNP   Seeking Alpha — July 24, 2025

Union 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.

image for news Union Pacific Corporation (UNP) Q2 2025 Earnings Call Transcript

Blackstone Inc. (BX) Q2 2025 Earnings Call Transcript — Neutral

BX   Seeking Alpha — July 24, 2025

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.

image for news Blackstone Inc. (BX) Q2 2025 Earnings Call Transcript

Essential 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.

image for news Essential Properties Realty Trust, Inc. (EPRT) Q2 2025 Earnings Call Transcript

Northeast Community Bancorp (NECB) Q2 Earnings Top Estimates — Positive

NECB   Zacks Investment Research — July 24, 2025

Northeast 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.

image for news Northeast Community Bancorp (NECB) Q2 Earnings Top Estimates

Tappytoon Launches New BL Webtoon Series ‘Bullet Time' — Neutral

WBTN   Business Wire — July 24, 2025

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.

image for news Tappytoon Launches New BL Webtoon Series ‘Bullet Time'

D.R. Horton: Robust Operations And Liquidity Warrant An Upside — Positive

DHI   Seeking Alpha — July 24, 2025

Many 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.

image for news D.R. Horton: Robust Operations And Liquidity Warrant An Upside

GE Vernova Has The Most To Gain From Energy Policy Changes — Positive

GEV   Seeking Alpha — July 24, 2025

GE 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.

image for news GE Vernova Has The Most To Gain From Energy Policy Changes

Third Coast Bancshares, Inc. (TCBX) Q2 2025 Earnings Call Transcript — Neutral

TCBX   Seeking Alpha — July 24, 2025

Third 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.

image for news Third Coast Bancshares, Inc. (TCBX) Q2 2025 Earnings Call Transcript

Empire State Realty Trust CEO: International demand was lower than expected — Negative

ESRT   CNBC Television — July 24, 2025

Anthony 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.

image for news Empire State Realty Trust CEO: International demand was lower than expected

Churchill Downs Incorporated (CHDN) Q2 2025 Earnings Call Transcript — Neutral

CHDN   Seeking Alpha — July 24, 2025

Churchill 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.

image for news Churchill Downs Incorporated (CHDN) Q2 2025 Earnings Call Transcript

QCR Holdings, Inc. (QCRH) Q2 2025 Earnings Call Transcript — Neutral

QCRH   Seeking Alpha — July 24, 2025

QCR 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.

image for news QCR Holdings, Inc. (QCRH) Q2 2025 Earnings Call Transcript

SoFi is Playing to Win and Not Backing Down From the Fintech Fight — Positive

SOFI   Zacks Investment Research — July 24, 2025

SOFI's net income surges 217% as it doubles down on innovation, partnerships, and fee-based growth amid fierce fintech rivalry.

image for news SoFi is Playing to Win and Not Backing Down From the Fintech Fight

TriCo (TCBK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive

TCBK   Zacks Investment Research — July 24, 2025

Although 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.

image for news TriCo (TCBK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Nasdaq, Inc. (NDAQ)Q2 2025 Earnings Call Transcript — Neutral

NDAQ   Seeking Alpha — July 24, 2025

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.

image for news Nasdaq, Inc. (NDAQ)Q2 2025 Earnings Call Transcript

Tesla (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.

image for news "A Lot of Questions" Left After TSLA Earnings, Autonomous & EV Headwinds Ahead

Google thrives, Tesla dives in Q2 — Positive

GOOG  GOOGL  TSLA   The Street — July 24, 2025

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

image for news Google thrives, Tesla dives in Q2

West 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.

image for news West Pharmaceutical Services, Inc. (WST) Q2 2025 Earnings Call Transcript

O'Reilly Automotive, Inc. (ORLY) Q2 2025 Earnings Call Transcript — Neutral

ORLY   Seeking Alpha — July 24, 2025

O'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.

image for news O'Reilly Automotive, Inc. (ORLY) Q2 2025 Earnings Call Transcript