PROS Holdings Q2: Subscription Momentum Should Fuel Margin Expansion Ahead — Positive
PRO Seeking Alpha — August 01, 2025PROS grew subscription revenue 12% in Q2, well ahead of management's guidance range. Adjusted EBITDA rose 42% year-over-year, driven by strong operating leverage, with strong FCF generation expected in the second half of this year. Industry tailwinds in the AI-driven CPQ markets support solid double-digit subscription revenue growth ahead, with continued margin expansion.

Advisors Are Betting Big on Bitcoin — Positive
ARKB ARKW BETE BETH BITB BITC BITO BITQ BITS BITW BLKC BRRR BTCO BTCW BTF BTOP DEFI EZBC FBTC GBTC HODL IBIT SATO SPBC STCE WGMI XBTF ETF Trends — August 01, 2025When Bitcoin ETFs finally launched in the U.S., many assumed hedge funds and proprietary trading shops would dominate ownership. For a time, they did, using ETFs for basis trades, arbitrage, and short-term positioning.

Dominion Energy, Inc. (D) Q2 2025 Earnings Call Transcript — Neutral
D Seeking Alpha — August 01, 2025Dominion Energy, Inc. (NYSE:D ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants David McFarland - Vice President of Investor Relations Robert M. Blue - President, CEO & Chairman of the Board Steven D.

Ford recalls 312K vehicles over loss of brake power that can increase crash risk — Negative
F New York Post — August 01, 2025Ford said it is aware of one alleged low speed crash related to the defect.

Codere Online Luxembourg, S.A. (CDRO) Q2 2025 Earnings Call Transcript — Neutral
CDRO Seeking Alpha — August 01, 2025Codere Online Luxembourg, S.A. (NASDAQ:CDRO ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Aviv Sher - Chief Executive Officer Guillermo Lancha - Director of Investor Relations Oscar Iglesias - Chief Financial Officer Conference Call Participants Arthur Roulac - Unidentified Company Three Court, LP - Unidentified Company Jeffrey Austin Stantial - Stifel, Nicolaus & Company, Incorporated, Research Division Michael A.

ODD Set to Report Q2 Earnings: What's in Store for the Stock? — Positive
ODD Zacks Investment Research — August 01, 2025Oddity Tech's second-quarter 2025 results are likely to benefit from growing demand for IL Makiage Skin and SpoiledChild brands.

CNO Q2 Earnings Beat Estimates on Strong Annuity Collected Premiums — Positive
CNO Zacks Investment Research — August 01, 2025CNO Financial's Q2 earnings benefit from growth in annuity and health premiums, and rising fee income, partly offset by an elevated expense level. It still expects 2025 operating EPS within $3.70-$3.90.

MasTec, Inc. (NYSE:MTZ ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Chris Mecray - Investor Relations Jose Ramon Mas - CEO & Director Paul Dimarco - Executive VP & CFO Conference Call Participants Andrew Alec Kaplowitz - Citigroup Inc. Exchange Research Atidrip Modak - Goldman Sachs Group, Inc. Brent Edward Thielman - D.A. Davidson & Co. Brian Daniel Brophy - Stifel, Nicolaus & Company, Incorporated Drew Walker Chamberlain - JPMorgan Chase & Co Jamie Lyn Cook - Truist Securities, Inc. Julien Patrick Dumoulin-Smith - Jefferies LLC Justin P.

Pharming Group N.V. (PHAR) Q2 2025 Earnings Call Transcript — Neutral
PHAR PHGUF Seeking Alpha — August 01, 2025Pharming Group N.V. (NASDAQ:PHAR ) Q2 2025 Earnings Conference Call July 31, 2025 7:30 AM ET Executives Anurag Relan – Chief Medical Officer Fabrice Chouraqui – CEO & Executive Director Stephen Toor – Chief Commercial Officer & GM Americas Analysts Benjamin Jackson - Jefferies Jeffrey Michael Jones - Oppenheimer & Co. Inc., Research Division Simon Scholes - First Berlin Equity Research GmbH Sushila Hernandez - Kempen & Co Fabrice Chouraqui Good morning or good afternoon, everyone, and welcome to our Q2 2025 earnings call.

Nvidia will be the ‘best beneficiary' of AI spending, says Morgan Stanley's Joseph Moore — Positive
NVDA CNBC Television — August 01, 2025Joseph Moore, senior semiconductor analyst at Morgan Stanley, joins CNBC's 'The Exchange' to discuss what companies would benefit from AI spending, his take on Nvidia and Broadcom, and more.

Delta Air Lines tries to calm fury over ticket prices, telling lawmakers it won't use AI — Negative
DAL New York Post — August 01, 2025"There is no fare product Delta has ever used, is testing or plans to use that targets customers with individualized prices based on personal data," Delta told senators in a letter on Friday.

VONE is rated a Buy for long-term investors seeking diversified large-cap exposure with lower risk concentration than the S&P 500. The ETF offers low fees, outperforming its closest peer IWB in most time periods, and provides broad exposure to 1,000 large-cap U.S. stocks. VONE balances growth and value, with slightly less mega-cap tech weight than the S&P 500 and is best suited for tax-deferred accounts.

Here's What Key Metrics Tell Us About ICF (ICFI) Q2 Earnings — Positive
ICFI Zacks Investment Research — August 01, 2025The headline numbers for ICF (ICFI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Stryker (SYK) Reports Q2 Earnings: What Key Metrics Have to Say — Positive
SYK Zacks Investment Research — August 01, 2025The headline numbers for Stryker (SYK) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

AptarGroup, Inc. (ATR) Q2 2025 Earnings Call Transcript — Neutral
ATR Seeking Alpha — August 01, 2025AptarGroup, Inc. (NYSE:ATR ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Mary Skafidas - Senior Vice President of Investor Relations & Communications Stephan B. Tanda - President, CEO & Executive Director Vanessa Kanu - Executive VP & CFO Conference Call Participants Daniel Rizzo - Jefferies LLC, Research Division Gabrial Shane Hajde - Wells Fargo Securities, LLC, Research Division George Leon Staphos - BofA Securities, Research Division Ghansham Panjabi - Robert W.

Ingredion Incorporated (INGR) Q2 2025 Earnings Conference Call Transcript — Neutral
INGR Seeking Alpha — August 01, 2025Ingredion Incorporated (NYSE:INGR ) Q2 2025 Earnings Call August 1, 2025 9:00 AM ET Company Participants James Derek Gray - Executive VP & CFO James P. Zallie - President, CEO & Director Noah Weiss - Vice President of Investor Relations Conference Call Participants Benjamin M.

Okta's strong presence in identity security and AI-driven solutions makes it an attractive acquisition target amid industry consolidation. The company's financial stability, low debt, and reasonable valuation ratios offer limited downside risk and a compelling risk/reward profile. Recent acquisition rumors and sector M&A trends could drive a significant premium, providing high speculative upside for Okta shares.

Automated Logic Completes Acquisition of Control Solutions, Ltd. Establishing First Field Office in British Columbia — Neutral
CARR PRNewsWire — August 01, 2025KENNESAW, Ga. , Aug. 1, 2025 /PRNewswire/ -- Automated Logic – Canada, Ltd.

Apple Growth Rebounds as Tariffs Loom: T. Rowe Price — Positive
AAPL Bloomberg Technology — August 01, 2025T. Rowe Price portfolio manager Tony Wang says investors are focusing on Apple's forward outlook, particularly its plans for foldables and the next iPhone cycle. Wang joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech.

Agree Realty Corporation (ADC) Q2 2025 Earnings Conference Call Transcript — Neutral
ADC Seeking Alpha — August 01, 2025Agree Realty Corporation (NYSE:ADC ) Q2 2025 Earnings Call August 1, 2025 9:00 AM ET Company Participants Joel N. Agree - President, CEO & Director Peter Coughenour - CFO, Secretary & Investor Relations Professional Reuben Goldman Treatman - Senior Director of Corporate Finance Conference Call Participants Bradley Barrett Heffern - RBC Capital Markets, Research Division James Hall Kammert - Evercore ISI Institutional Equities, Research Division Jana Galan - BofA Securities, Research Division Ki Bin Kim - Truist Securities, Inc., Research Division Linda Tsai - Jefferies LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Richard Allen Hightower - …
