Gartner Set to Report Q2 Earnings: Here's What You Should Know — Neutral

IT   Zacks Investment Research — July 31, 2025

IT is expected to post second-quarter 2025 revenues of $1.7B and EPS of $3.37, fueled by strong segment growth and cost control.

image for news Gartner Set to Report Q2 Earnings: Here's What You Should Know

UnitedHealth: The Disappointment Continues — Negative

UNH   Seeking Alpha — July 31, 2025

UnitedHealth Group Incorporated faces ongoing structural headwinds, poor execution, and a dramatic EPS reset, making a quick recovery highly unlikely. Management's guidance lacks confidence, with 2025 adjusted EPS slashed to $16, down substantially from its original outlook. While management has postured for further improvements through 2027, investors aren't buying into UNH's optimism yet.

image for news UnitedHealth: The Disappointment Continues

Tech giants are ramping up AI spending and debt loads — Positive

AMZN  CRWV  GOOG  GOOGL  META  MSFT   CNBC Television — July 31, 2025

CNBC's Kristina Partsinevelos joins 'Money Movers' to discuss the AI race shifting to credit markets.

image for news Tech giants are ramping up AI spending and debt loads

Roblox Corporation (RBLX) Q2 2025 Earnings Call Transcript — Neutral

RBLX   Seeking Alpha — July 31, 2025

Roblox Corporation (NYSE:RBLX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants David Baszucki - Founder, President, CEO & Chairman of the Board Naveen K. Chopra - Chief Financial Officer Stefanie Notaney - Senior Director of Financial & Corporate Communications Conference Call Participants Benjamin Thomas Black - Deutsche Bank AG, Research Division Brian Joseph Pitz - BMO Capital Markets Equity Research Cory Alan Carpenter - JPMorgan Chase & Co, Research Division Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Jason Boisvert Bazinet - Citigroup Inc., Research Division Kenneth James Gawrelski - Wells Fargo …

image for news Roblox Corporation (RBLX) Q2 2025 Earnings Call Transcript

UPS Stock Approaches Its Covid-Era Lows. Is it a Buy? — Negative

UPS   Barrons — July 31, 2025

Since the second half of 2022, UPS has shown a pattern of brief, deceptive rallies following steep declines.

image for news UPS Stock Approaches Its Covid-Era Lows. Is it a Buy?

Flowserve Corporation (FLS) Q2 2025 Earnings Call Transcript — Neutral

FLS   Seeking Alpha — July 31, 2025

Flowserve Corporation (NYSE:FLS ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Amy B. Schwetz - Senior VP & CFO Brian Ezzell - Treasurer and VP of Investor Relations & Corporate Finance Robert Scott Rowe - President, CEO & Director Conference Call Participants Andrew Alec Kaplowitz - Citigroup Inc., Research Division Damian Mark Karas - UBS Investment Bank, Research Division Deane Michael Dray - RBC Capital Markets, Research Division Jae Hyun Ko - Jefferies LLC, Research Division Joseph Craig Giordano - TD Cowen, Research Division Michael Patrick Halloran - Robert W.

image for news Flowserve Corporation (FLS) Q2 2025 Earnings Call Transcript

Vp Brandon Hire Station Cuts Accident Costs by 40% with Samsara — Neutral

IOT   Business Wire — July 31, 2025

LONDON--(BUSINESS WIRE)--Vp Brandon Hire Station, the UK's leading tool and equipment hire specialist, has reduced accident-related costs by 40%, saving £192,000 annually, after adopting AI-powered solutions from Samsara, the pioneer of the Connected Operations® Platform. Before using Samsara, the company – which operates a 500-vehicle fleet across 125 UK locations – was rapidly scaling, but struggling to build on existing safety initiatives. A lack of visibility, insight and operational struct.

image for news Vp Brandon Hire Station Cuts Accident Costs by 40% with Samsara

ATLANTA, July 31, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Albany International Corp. (“Albany International” or the “Company”) (NYSE: AIN) complied with federal securities laws. On July 31, 2025, Albany International reported operating results for its second quarter 2025, noting its “performance was largely impacted by certain timing and operational issues[.]” Following this news, the price of the Company's stock dropped.

image for news INVESTOR ALERT: Investigation of Albany International Corp. (AIN) Announced by Holzer & Holzer, LLC

American Superconductor Q1 Earnings Beat Estimates, Revenues Rise Y/Y — Positive

AMSC   Zacks Investment Research — July 31, 2025

AMSC's first-quarter fiscal 2025 performance is driven by strong Grid and Wind demand.

image for news American Superconductor Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Vista Energy Shares Fall 7% Since Reporting Q2 Earnings Miss — Negative

VIST   Zacks Investment Research — July 31, 2025

VIST shares fall after Q2 EPS lags estimates by a wide margin despite surging output and an upgraded yearly guidance.

image for news Vista Energy Shares Fall 7% Since Reporting Q2 Earnings Miss

KKR Q2 Earnings Surpass Estimates as AUM Rises Y/Y, Stock Gains — Positive

KKR   Zacks Investment Research — July 31, 2025

KKR's Q2 earnings beat estimates as AUM hits $686B and fee-related earnings rise 17.4%, lifting the stock in the pre-market trading.

image for news KKR Q2 Earnings Surpass Estimates as AUM Rises Y/Y, Stock Gains

Aptiv's Earnings and Revenues Surpass Estimates in Q2 — Positive

APTV   Zacks Investment Research — July 31, 2025

APTV surges past Q2 estimates with 34% EPS growth and raises the full-year outlook despite mixed regional performance.

image for news Aptiv's Earnings and Revenues Surpass Estimates in Q2

Henry Schein: Still Bullish Even As Shares Languish — Positive

HSIC   Seeking Alpha — July 31, 2025

Henry Schein remains a "Buy" as its valuation is attractive relative to peers, despite recent underperformance versus the S&P 500. Financial results have been mixed, but management's 2025 guidance suggests revenue and earnings growth are likely ahead. Ongoing acquisitions and a strategic $250 million investment from KKR support long-term growth and capital allocation flexibility.

image for news Henry Schein: Still Bullish Even As Shares Languish

AbbVie Stock Eyes Breakout as Pipeline and Profits Grow — Positive

ABBV   MarketBeat — July 31, 2025

AbbVie Inc. NYSE: ABBV stock is up nearly 2% in midday trading after delivering a beat-and-raise in its second-quarter 2025 earnings report. The biopharmaceutical giant reported global net revenue of $15.42 billion, beating expectations for $14.93 billion.

image for news AbbVie Stock Eyes Breakout as Pipeline and Profits Grow

BorgWarner Inc. (BWA) Q2 2025 Earnings Conference Call Transcript — Neutral

BWA   Seeking Alpha — July 31, 2025

BorgWarner Inc. (NYSE:BWA ) Q2 2025 Earnings Call July 31, 2025 9:30 AM ET Company Participants Craig D. Aaron - Executive VP & CFO Joseph F.

image for news BorgWarner Inc. (BWA) Q2 2025 Earnings Conference Call Transcript

Albemarle posts surprise Q2 profit on lithium demand — Positive

ALB   Proactive Investors — July 31, 2025

Albemarle Corporation (NYSE:ALB, ETR:AMC) reported an unexpected second-quarter profit on Thursday, as steady demand for lithium used in electric vehicles and energy storage helped offset a volatile pricing environment. The US-based lithium producer posted adjusted earnings of $0.11 per share, beating analysts' expectations of a $0.78 loss.

image for news Albemarle posts surprise Q2 profit on lithium demand

argenx SE (ARGX) Q2 2025 Earnings Call Transcript — Neutral

ARGX   Seeking Alpha — July 31, 2025

argenx SE (NASDAQ:ARGX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Beth DelGiacco - VP and Global Head of Corporate Communications & Investor Relations Karen Massey - Chief Operating Officer Karl Gubitz - Chief Financial Officer Luc Truyen - Chief Medical Officer Timothy Van Hauwermeiren - Co-Founder, CEO & Executive Director Conference Call Participants Akash Tewari - Jefferies LLC, Research Division Alexander Thompson - Stifel, Nicolaus & Company, Incorporated, Research Division Charles Pitman - Barclays Bank PLC, Research Division Derek Christian Archila - Wells Fargo Securities, LLC, Research Division Douglas Dylan Tsao - H.C. …

image for news argenx SE (ARGX) Q2 2025 Earnings Call Transcript

The Investment Committee debate whether Apple can clarify its AI strategy as the stock underperforms its Mag7 peers. CNBC's Steve Kovach joins ‘Halftime Report' with the latest on the company's strategy.

image for news The 'Halftime' Investment Committee weigh in on Apple with their Big Tech playbooks

Trade Tracker: Bill Baruch buys Cheniere Energy — Positive

LNG   CNBC Television — July 31, 2025

Bill Baruch, Founder & President Blue Line Capital, joins CNBC's “Halftime Report” to explain why he's buying Cheniere Energy here.

image for news Trade Tracker: Bill Baruch buys Cheniere Energy