Stock Market Live July 31: S&P 500 (VOO) Rises on Positive China, Earnings News — Neutral
VOO 24/7 Wall Street — July 31, 2025US trade negotiators say a deal with China to lower tariffs may be close. Tech giants Meta and Microsoft both beat on earnings last night, adding fuel to the fire that's heating up the S&P 500 today.

ALGN Stock Falls on Q2 Earnings and Revenue Miss, Margins Down — Negative
ALGN Zacks Investment Research — July 31, 2025Align Technology tumbles 34.2% after Q2 earnings and revenues miss estimates as Clear Aligner sales drop and margins tighten further.

DexCom Stock Falls Despite Q2 Earnings Beat & 2025 Sales View Raise — Positive
DXCM Zacks Investment Research — July 31, 2025DXCM beats on Q2 earnings and raises 2025 sales guidance, but shares dip as margin pressure dampens investor enthusiasm.

Recent Price Trend in Life360 (LIF) is Your Friend, Here's Why — Positive
LIF Zacks Investment Research — July 31, 2025Life360 (LIF) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.

Despite Fast-paced Momentum, PROG Holdings (PRG) Is Still a Bargain Stock — Positive
PRG Zacks Investment Research — July 31, 2025PROG Holdings (PRG) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Bumble (BMBL) Is Attractively Priced Despite Fast-paced Momentum — Positive
BMBL Zacks Investment Research — July 31, 2025Bumble (BMBL) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar — Positive
ODD WDC Zacks Investment Research — July 31, 2025Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Computer and Technology Names — Positive
MNDY TMUS Zacks Investment Research — July 31, 2025Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar — Positive
ADI AFRM Zacks Investment Research — July 31, 2025Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

These 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radar — Positive
ANF URBN Zacks Investment Research — July 31, 2025Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Honeywell offers a compelling GARP opportunity after its recent pullback, supported by strong fundamentals and strategic value-unlocking spin-offs. Q2 results exceeded expectations, with robust sales, margin expansion, and increased R&D fueling future innovation and growth. Upcoming spin-offs in Aerospace and Advanced Materials, plus bolt-on acquisitions, position Honeywell for enhanced shareholder value and sector leadership.

AppLovin's fundamentals remain strong, with 30%+ revenue growth expected in 2025 and a clear path to $3.3B free cash flow in 12 months. The stock is attractively valued at 37x forward free cash flow (PEG 1.2x), despite recent volatility and a large retail following. Expansion beyond gaming into e-commerce and new AI tools like Axon position AppLovin for significant future growth.

Hims & Hers Health, Inc. Investigated for Securities Fraud Violations - Contact the DJS Law Group to Discuss Your Rights - HIMS — Neutral
HIMS PRNewsWire — July 31, 2025LOS ANGELES , July 31, 2025 /PRNewswire/ -- The DJS Law Group announces that it is investigating claims on behalf of investors of Hims & Hers Health, Inc. ("Hims & Hers" or "the Company") (NYSE: HIMS) for violations of the securities laws. INVESTIGATION DETAILS: The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors.

HIMS Investors Have Opportunity to Lead Hims & Hers Health, Inc. Securities Fraud Lawsuit with the Schall Law Firm — Neutral
HIMS PRNewsWire — July 31, 2025LOS ANGELES , July 31, 2025 /PRNewswire/ -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Hims & Hers Health, Inc. ("Hims & Hers" or "the Company") (NYSE: HIMS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between April 29, 2025 and June 23, 2025, inclusive (the "Class Period"), are encouraged to contact the firm before August 25, 2025.

Nebius surpassed $310 million in ARR by April and is projected to exit Q2 with ~$372-403 million. A Q2 exit ARR well above $400 million could serve as a key inflection point, signaling outperformance, justifying upward guidance revisions, and accelerating institutional re-rating of the stock. Q2 revenue is expected to double sequentially to $101.2 million, reinforcing momentum toward the $500-$700 million FY guide.

Allstate Q2 Earnings Beat Estimates on Strong Premium Growth — Positive
ALL Zacks Investment Research — July 31, 2025ALL posts a massive Q2 earnings beat as premium growth, strong investments and lower costs drive a sharp profit surge.

WEC Energy Q2 Earnings Surpass Estimates, Revenues Rise Y/Y — Positive
WEC Zacks Investment Research — July 31, 2025WEC's second-quarter 2025 earnings and revenues increase year over year. Total operating expenses also increase during the period.

Strength Seen in Marvell (MRVL): Can Its 7.1% Jump Turn into More Strength? — Positive
MRVL Zacks Investment Research — July 31, 2025Marvell (MRVL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Belden (BDC) Beats Q2 Earnings and Revenue Estimates — Positive
BDC Zacks Investment Research — July 31, 2025Belden (BDC) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.72 per share. This compares to earnings of $1.51 per share a year ago.

Emcor Group (EME) Surpasses Q2 Earnings and Revenue Estimates — Positive
EME Zacks Investment Research — July 31, 2025Emcor Group (EME) came out with quarterly earnings of $6.72 per share, beating the Zacks Consensus Estimate of $5.68 per share. This compares to earnings of $5.25 per share a year ago.
