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.
Microsoft Q4 Earnings & Revenues Beat on Cloud Business Expansion — Positive
MSFT Zacks Investment Research — July 31, 2025MSFT's fourth-quarter fiscal 2025 results reflect strength in the AI business and Copilot adoption, backed by accelerating growth in its Azure cloud infrastructure unit.
Xylem Tops Q2 Earnings & Revenue Estimates, Raises '25 Outlook — Positive
XYL Zacks Investment Research — July 31, 2025XYL posts solid Q2 beat with 16% EPS growth and ups full-year guidance on strong demand across all business segments.
DTC Strength vs. Weak In-Store Traffic: lululemon's Balancing Act — Positive
LULU Zacks Investment Research — July 31, 2025LULU's direct-to-consumer growth is powering the brand forward as in-store traffic slows in a softer North American market.
Will New Jersey Resources (NJR) Beat Estimates Again in Its Next Earnings Report? — Positive
NJR Zacks Investment Research — July 31, 2025New Jersey Resources (NJR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Palomar Holdings Pull Off a Surprise This Earnings Season? — Positive
PLMR Zacks Investment Research — July 31, 2025PLMR's second-quarter earnings are likely to have benefited from solid premium retention rates and higher yields on invested assets.
Meta Platforms' Q2 Earnings and Revenues Surpass Estimates, Rise Y/Y — Positive
META Zacks Investment Research — July 31, 2025META's second-quarter 2025 performance benefits from higher advertising revenues, expanding AI integration and a strong user base.
Wholesale Recovery Spurs at NIKE: Early Signs or Short-Lived Lift? — Positive
NKE Zacks Investment Research — July 31, 2025NKE sees early signs of wholesale recovery as it revamps strategies and deepens retail partnerships. However, challenges linger.
ETF of the Week: T. Rowe Price Capital Appreciation Equity ETF (TCAF) — Neutral
TCAF ETF Trends — July 31, 2025VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price Capital Appreciation Equity ETF (TCAF) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
CMS Energy Corporation (CMS) Q2 2025 Earnings Call Transcript — Neutral
CMS CMSA Seeking Alpha — July 31, 2025CMS Energy Corporation (NYSE:CMS ) Q2 2025 Earnings Conference Call July 31, 2025 9:30 AM ET Company Participants Garrick J. Rochow - President, CEO & Director Jason M.
Hubbell's operating margins are expanding, especially in the HES segment, driven by strong management execution and strategic reorganization. Secular trends in grid investment and utility capex are fueling inflection in top-line growth, supporting my continued confidence in Hubbell's long-term outlook. Key variables to monitor include sustained margin expansion, narrowing HUS/HES margin gap, and whether volume drives incremental growth; any reversal would impact outperformance.
Antero Midstream Corporation (AM) Q2 2025 Earnings Call Transcript — Neutral
AM Seeking Alpha — July 31, 2025Antero Midstream Corporation (NYSE:AM ) Q2 2025 Earnings Conference Call July 31, 2025 12:00 PM ET Company Participants Brendan E. Krueger - CFO, VP of Finance & Treasurer Justin James Agnew - Vice President of Finance & Investor Relations Paul M.
Chubb stands out for its superior underwriting discipline, strong capital position, and consistent profitability, making it a blue-chip insurance leader. Despite a softening premium environment, Chubb's financial performance and book value growth remain robust, with shares trading at reasonable valuations, versus peers. Berkshire Hathaway's significant stake and purchase prices signal Buffett's confidence in Chubb's intrinsic value and long-term prospects.
Exelon's Q2 Earnings Surpass Estimates, Sales Lag, Delivery Volume Up — Positive
EXC Zacks Investment Research — July 31, 2025EXC beats second-quarter earnings estimates, with delivery volume and infrastructure investments on the rise.
Willis Towers Q2 Earnings & Revenues Beat Estimates on Lower Costs — Positive
WTW Zacks Investment Research — July 31, 2025WTW Q2 results reflect strong revenue contribution from the Risk & Broking segment, as well as expanded EBITDA margin and lower expenses.
