Alphabet Inc. delivered a strong Q2, beating top- and bottom-line estimates, with Search and YouTube returning to double-digit growth and Google Cloud accelerating. AI-driven features are revitalizing Search, countering competitive threats, while YouTube's engagement and subscription initiatives diversify revenue streams. Google Cloud's robust revenue and margin growth justify the increased capex, with AI investments showing tangible returns across the business.

Apple released the public beta preview version of its next iPhone operating system, called iOS 26. This software release means that members of the public with recent iPhones can preview how the device's interface will change in the fall when the software is formally released and pushed to users.

LOS ANGELES, July 24, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming September 8, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Centene Corporation (“Centene” or the “Company”) (NYSE: CNC) securities between December 12, 2024 to June 30, 2025, inclusive (the “Class Period”).

STMicroelectronics N.V. (NYSE:STM ) Q2 2025 Earnings Conference Call July 24, 2025 10:30 AM ET Company Participants Jean-Marc Chery - Chairman of the Managing Board, President & CEO Jerome Ramel - Executive VP of Corporate Development & Integrated External Communication Lorenzo Grandi - President & CFO Marco Luciano Cassis - President of Analog, Power & Discrete, MEMS & Sensors and Head of Strgy, Syst Res & Apps, Innovation Conference Call Participants Francois-Xavier Bouvignies - UBS Investment Bank, Research Division Gianmarco Bonacina - Banca Akros S.p.A.

The Investment Committee give you their top stocks to watch for the second half.

AppLovin is a dominant AdTech player with unique AI-driven platforms, strong growth, and industry-leading margins, justifying long-term optimism despite current overvaluation. My DCF and peer comparisons show APP is overvalued by 55%, but its robust fundamentals and market leadership support a long-term buy thesis. APP's software platform drives exceptional revenue growth, and management's strategic focus on AI and market expansion underpins future sustainability.

SEI Investments Company SEIC reported better-than-expected earnings for the second quarter on Wednesday.

MILWAUKEE--(BUSINESS WIRE)--Zurn Elkay Water Solutions Declares Quarterly Cash Dividend.

Fox Corp is a resilient cash cow, leveraging premium brands like Fox News and Fox Sports, with disciplined capital returns. Despite secular headwinds, FOX maintains a solid ROIC above its cost of capital, trades at attractive multiples, and returns excess cash via dividends and buybacks. Upcoming FQ4 results may show stable or improving margins post-Super Bowl, with Tubi growth and cable stability offsetting margin compression risks.

Revolve Group (RVLV) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zions (ZION) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

LOS ANGELES, July 24, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming September 12, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Biohaven Ltd. (“Biohaven” or the “Company”) (NYSE: BHVN) securities between March 24, 2023 and May 14, 2025, inclusive (the “Class Period”).

West Fraser Timber Co. Ltd. (NYSE:WFG ) Q2 2025 Earnings Conference Call July 24, 2025 11:30 AM ET Company Participants Christopher A.

Weis Markets is a conservative, family-run grocer with a strong balance sheet, consistent dividends, and a focus on steady, low-risk growth. Revenue and same-store sales growth are modest, with most expansion coming from small acquisitions and organic growth in core Mid-Atlantic markets. Capital allocation is cautious, with limited buybacks and slow dividend growth, despite ample free cash flow and investment income outperforming core operations.

MIR's Q2 results may ride on nuclear demand and medical growth, but trade risks could be a dampener.

TSLA beats Q2 EPS estimates despite a 12% revenue drop, falling deliveries, and weaker automotive margins.

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Mastercard is evolving into a hybrid digital-traditional finance infrastructure, with 40% of revenue from high-margin, value-added services like AI, cybersecurity, and digital identity. My investment thesis: Mastercard's optionality in stablecoins, AI, and real-time payments is underappreciated, offering rerating potential beyond its 'boring' premium reputation. Risks include regulatory scrutiny and stablecoin disruption, but Mastercard's proactive partnerships and adaptability position it to turn threats into growth opportunities.

Company shares have tumbled since December, when UnitedHealthcare CEO Brian Thompson was fatally shot in midtown Manhattan.

SentinelOne jumped on rumors of a potential bid from Palo Alto Networks. A potential $10 billion acquisition by Palo Alto Networks would be a bonus to shareholders. SentinelOne is turning profitable, forecasting 22% sales growth and positive margins, yet trades at a significant discount to slower-growing peers.