A judge ordered Google in October to restore competition by allowing users to download rival app stores within its Play store and by making Play's app catalog available to those competitors, among other reforms.

image for news Google loses appeal in lawsuit filed by ‘Fortnite' maker Epic Games as app store verdict upheld

Meta: Strong Ads Growth Doesn't Change Our Thesis — Positive

META   Seeking Alpha — July 31, 2025

Meta Platforms, Inc. delivered a stellar quarter with strong ad performance, especially in Asia-Pacific and Rest of World, driving double-digit after-hours share price growth. Despite impressive user and revenue growth, Meta's massive spending—particularly in Reality Labs—continues to weigh heavily on margins and cash flow. Much of Meta's revenue growth is driven by raising ad prices, a strategy that may not be sustainable long-term and could hinder future earnings growth.

image for news Meta: Strong Ads Growth Doesn't Change Our Thesis

Starbucks Q3 Earnings Hurt by Lower Comps, Signs of Turnaround Emerge — Neutral

SBUX   Zacks Investment Research — July 31, 2025

SBUX sees Q3 global comps dip 2%, but U.S. transaction trends and China growth hint at an early-stage recovery.

image for news Starbucks Q3 Earnings Hurt by Lower Comps, Signs of Turnaround Emerge

Masco Q2 Earnings and Sales Surpass Estimates, Stock Up — Positive

MAS   Zacks Investment Research — July 31, 2025

MAS rallies 10% pre-market after Q2 EPS and revenue beat estimates, driven by margin gains and plumbing sales growth.

image for news Masco Q2 Earnings and Sales Surpass Estimates, Stock Up

Access the “What This Means” segment here

image for news GRI Bio CEO, Marc Hertz, Participates in Virtual Investor “What This Means” Segment

Ventas, Inc. (VTR) Q2 2025 Earnings Call Transcript — Neutral

VTR   Seeking Alpha — July 31, 2025

Ventas, Inc. (NYSE:VTR ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Bill Grant - Senior Vice President of Investor Relations Debra A. Cafaro - Chairman & CEO J.

image for news Ventas, Inc. (VTR) Q2 2025 Earnings Call Transcript

Google loses appeal over app store overhaul in Epic Games case — Negative

GOOG  GOOGL   TechCrunch — July 31, 2025

Google lost its appeal of a judge's court order requiring the tech giant to revamp its app store in an antitrust case filed by Fortnite maker Epic Games, Reuters reported on Thursday.

image for news Google loses appeal over app store overhaul in Epic Games case

Gran Tierra Energy Inc. (GTE) Q2 2025 Earnings Call Transcript — Neutral

GTE   Seeking Alpha — July 31, 2025

Gran Tierra Energy Inc. (NYSE:GTE ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Gary Stephen Guidry - President, CEO & Director Ryan Paul Ellson - Executive VP of Finance & CFO Sebastien Morin - Chief Operating Officer Conference Call Participants Anne Jean Milne - BofA Securities David Matthew Round - Stifel, Nicolaus & Company, Inc. Garrett Fellows - J.H. Lane Partners Josef I.

image for news Gran Tierra Energy Inc. (GTE) Q2 2025 Earnings Call Transcript

Autohome Inc. (ATHM) Q2 2025 Earnings Call Transcript — Neutral

ATHM   Seeking Alpha — July 31, 2025

Autohome Inc. (NYSE:ATHM ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Song Yang - CEO & Executive Director Sterling Song - Investor Relations Director Yan Zeng - Chief Financial Officer Conference Call Participants Dapeng Gong - Citigroup Inc. Ritchie Sun - HSBC Global Investment Research Thomas Chong - Jefferies LLC Xiaodan Zhang - China International Capital Corporation Limited Operator Ladies and gentlemen, thank you for standing by for Autohome's Second Quarter and Interim 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.

image for news Autohome Inc. (ATHM) Q2 2025 Earnings Call Transcript

Activist investor Carronade Capital Management is urging Viasat to split its broadband and defense units, the Financial Times reported on Thursday, citing people familiar with the matter.

image for news Activist Carronade pushes Viasat breakup, says valuation could jump 500%, FT reports

Sealed Air Set to Report Q2 Earnings: What Lies Ahead for the Stock? — Neutral

SEE   Zacks Investment Research — July 31, 2025

SEE's Q2 results are anticipated to reflect volume declines across key segments, though Reinvent SEE savings are likely to have aided margins.

image for news Sealed Air Set to Report Q2 Earnings: What Lies Ahead for the Stock?

3 Reasons Growth Investors Will Love Kaiser (KALU) — Positive

KALU   Zacks Investment Research — July 31, 2025

Kaiser (KALU) possesses solid growth attributes, which could help it handily outperform the market.

image for news 3 Reasons Growth Investors Will Love Kaiser (KALU)

FirstService (FSV) is an Incredible Growth Stock: 3 Reasons Why — Positive

FSV   Zacks Investment Research — July 31, 2025

FirstService (FSV) possesses solid growth attributes, which could help it handily outperform the market.

image for news FirstService (FSV) is an Incredible Growth Stock: 3 Reasons Why

Is Yum (YUM) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive

YUM   Zacks Investment Research — July 31, 2025

Yum (YUM) possesses solid growth attributes, which could help it handily outperform the market.

image for news Is Yum (YUM) a Solid Growth Stock? 3 Reasons to Think "Yes"

3 Reasons Growth Investors Will Love Yum China (YUMC) — Positive

YUMC   Zacks Investment Research — July 31, 2025

Yum China (YUMC) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Growth Investors Will Love Yum China (YUMC)

Looking for a Growth Stock? 3 Reasons Why Bath & Body Works (BBWI) is a Solid Choice — Positive

BBWI   Zacks Investment Research — July 31, 2025

Bath & Body Works (BBWI) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news Looking for a Growth Stock? 3 Reasons Why Bath & Body Works (BBWI) is a Solid Choice

Commvault (CVLT) is an Incredible Growth Stock: 3 Reasons Why — Positive

CVLT   Zacks Investment Research — July 31, 2025

Commvault (CVLT) could produce exceptional returns because of its solid growth attributes.

image for news Commvault (CVLT) is an Incredible Growth Stock: 3 Reasons Why

Host Hotels & Resorts, Inc. (HST) Q2 2025 Earnings Call Transcript — Neutral

HST   Seeking Alpha — July 31, 2025

Host Hotels & Resorts, Inc. (NASDAQ:HST ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants e - Corporate Participant e - Corporate Participant Jaime N. Marcus - Senior Vice President of Investor Relations James F.

image for news Host Hotels & Resorts, Inc. (HST) Q2 2025 Earnings Call Transcript

The partnership aims to expand access to fresh food and enhance health outcomes in rural southwest Michigan food deserts DETROIT , July 31, 2025 /PRNewswire/ -- Meridian Health Plan of Michigan, Inc. ("Meridian"), a leading managed care organization in Michigan, and the Centene Foundation, the philanthropic arm of Centene Corporation (NYSE: CNC), announced today a $1 million grant to the Food Bank Council of Michigan (FBCM), a cooperative network of the state's regional food banks dedicated to alleviating hunger and food insecurity. The grant will support efforts in Prosperity Region 8, which includes Berrien, Branch, Calhoun, Cass, Kalamazoo, St. Joseph …

image for news Meridian and the Centene Foundation Announce $1 Million Grant to the Food Bank Council of Michigan

Citi's Tyler Radke's bullish call on CoreWeave, upgraded to buy — Positive

CRWV   CNBC Television — July 31, 2025

Tyler Radke, Citi Research U.S. software equity research co-head, joins 'The Exchange' to discuss Citi's call to upgrade CoreWeave to a buy.

image for news Citi's Tyler Radke's bullish call on CoreWeave, upgraded to buy