AvalonBay Q2 FFO Beats Estimates, Occupancy Delayed, Shares Fall — Positive
AVB Zacks Investment Research — July 31, 2025AVB tops Q2 FFO estimates and lifts the same-store NOI outlook, but revises 2025 guidance on delayed development occupancies.
SHOO Q2 Earnings Lag Estimates, Wholesale Revenues Decline Y/Y — Negative
SHOO Zacks Investment Research — July 31, 2025Steven Madden misses Q2 estimates as wholesale revenues drop and tariffs squeeze margins, prompting a 9.3% stock slide.
Why Life360 (LIF) Might be Well Poised for a Surge — Positive
LIF Zacks Investment Research — July 31, 2025Life360 (LIF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Earnings Estimates Rising for CB Financial Services (CBFV): Will It Gain? — Positive
CBFV Zacks Investment Research — July 31, 2025CB Financial Services (CBFV) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Baxter International (BAX) Misses Q2 Earnings and Revenue Estimates — Negative
BAX Zacks Investment Research — July 31, 2025Baxter International (BAX) came out with quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.68 per share a year ago.
Earnings Estimates Rising for SoFi Technologies (SOFI): Will It Gain? — Positive
SOFI Zacks Investment Research — July 31, 2025SoFi Technologies, Inc. (SOFI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The 'Halftime' Committee debate JPMorgan CEO Jamie Dimon's private credit stance — Neutral
JPM CNBC Television — July 31, 2025CNBC's Leslie Picker joins ‘Halftime Report' with the latest from her interview with JPMorgan Chase Chairman & CEO Jamie Dimon. The Investment Committee debate their top bank plays.
Mastercard Incorporated (MA) Q2 2025 Earnings Conference Call Transcript — Neutral
MA Seeking Alpha — July 31, 2025Mastercard Incorporated (NYSE:MA ) Q2 2025 Earnings Call July 31, 2025 9:00 AM ET Company Participants Devin Corr - Executive Vice President of Investor Relations Michael Miebach - CEO & Director Sachin Mehra - Chief Financial Officer Conference Call Participants Christopher Nathaniel Svensson - Deutsche Bank AG, Research Division Craig Jared Maurer - Unidentified Company Financial Technology Partners LP - Unidentified Company Darrin David Peller - Wolfe Research, LLC David John Koning - Robert W. Baird & Co. Incorporated, Research Division Fahed Irshad Kunwar - Redburn (Europe) Limited, Research Division Harshita Rawat - Sanford C.
Netflix just made a key new hire as it doubles down on its global ad ambitions — Positive
NFLX Business Insider — July 31, 2025Netflix has hired Ed Couchman to lead UK ad sales, the company confirmed to Business Insider. Couchman joins from Spotify, bringing experience from prior roles at Snap, Meta, and Channel 4.
Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to detail his sale of Paypal.
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to detail his latest buy in the burger company.
TC Energy Corporation (TRP) Q2 2025 Earnings Call Transcript — Neutral
TRP Seeking Alpha — July 31, 2025TC Energy Corporation (NYSE:TRP ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Executives Francois Lionel Poirier – CEO, President & Director Gavin Wylie – Vice-President of Investor Relations Greg Grant – Executive VP and President of Power & Energy Solutions Sean P. O'Donnell – Executive VP of Strategy & Corporate Development and CFO Tina Veronica Faraca – Executive VP & COO of Natural Gas Pipelines Analysts Aaron MacNeil - TD Cowen, Research Division Benjamin Pham - BMO Capital Markets Equity Research Burke Charles Sansiviero - Wolfe Research, LLC Jeremy Bryan Tonet - JPMorgan Chase & Co, …
China plays little importance in my bull case for Nvidia Corporation, despite 13% of TTM revenue originating in this region. Key growth drivers for both the top and bottom line are the GB300 NVL72 ramp-up, likely in September, and the Vera Rubin NVL144 deployment in 2026. Hyperscalers have maintained the momentum in their CapEx spend this year. I see no signs of hesitation or slowdown, which is hyper bullish for Nvidia as their main supplier.
Caterpillar Stock on a Record Run Ahead of Earnings — Positive
CAT Schaeffers Research — July 31, 2025Blue-chip machinery stock Caterpillar Inc (NYSE:CAT) is gearing up for its second-quarter earnings report, due out before the open Tuesday, August 5.
Is Enterprise Product's Growing DCF a Catalyst for Long-Term Gains? — Positive
EPD Zacks Investment Research — July 31, 2025EPD's steady DCF growth, rising distributions and disciplined buybacks highlight its resilient income-generating model.
AbbVie Beats on Q2 Earnings & Sales, Stock Up on Raised '25 EPS View — Positive
ABBV Zacks Investment Research — July 31, 2025ABBV tops Q2 forecasts and lifts 2025 EPS outlook as Rinvoq and Skyrizi drive growth amid Humira's decline.
KKR & Co. Inc. (KKR) Q2 2025 Earnings Conference Call Transcript — Neutral
KKR Seeking Alpha — July 31, 2025KKR & Co. Inc. (NYSE:KKR ) Q2 2025 Earnings Call July 31, 2025 9:00 AM ET Company Participants Craig Larson - Partner & Head of Investor Relations Robert Howard Lewin - Chief Financial Officer Scott C. Nuttall - Co-CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Arnaud Maurice Andre Giblat - BNP Paribas Exane, Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Patrick Davitt - Unidentified Company Autonomous - Unidentified Company Steven Joseph Chubak - Wolfe Research, LLC Brian Bertram Bedell - Deutsche Bank AG, Research Division William Raymond Katz …
Ardmore Shipping: Strong Balance Sheet, Low Break-Even, And An Undervalued Opportunity — Positive
ASC Seeking Alpha — July 31, 2025Ardmore Shipping remains a BUY due to its strong balance sheet, low cash break-even, and prudent fleet management despite recent revenue and net income declines. The company is cash positive, with $49.5 million in cash and only $25 million in debt, offering significant liquidity and financial flexibility. Industry dynamics favor Ardmore Shipping, as global refinery shifts are expected to increase voyage lengths and support high day rates for tankers.
Retail Gold Rush: Investment demand roars back amid global uncertainty - WGC Q2 Demand Trends — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — July 31, 2025Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Home Depot's Focus on Omnichannel: Real Impact or Buzzword? — Positive
HD Zacks Investment Research — July 31, 2025HD bets big on omnichannel upgrades, but soft comp sales and DIY demand test whether the strategy will truly deliver.
