PLTR surges on Q2 earnings beat with 48% revenue growth, soaring U.S. demand and raised full-year guidance, fueling momentum.

Perma-Pipe's specialty pipes and leak detection systems serve critical roles in energy, oil & gas, and increasingly, data center markets. The shift to liquid cooling in data centers creates a significant new growth avenue and recent strategic hires highlight management's commitment to expanding in the data center. While data centers offer growth, the legacy pipeline business remains robust, ensuring a stable foundation for continued company success.

Cellectis S.A. (NASDAQ:CLLS ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Adrian Kilcoyne - Chief Medical Officer Andre Choulika - Co-Founder, CEO & Director Arthur Stril - CFO & Chief Business Officer Conference Call Participants Anqi Yu - Jefferies LLC, Research Division Huidong Wang - Barclays Bank PLC, Research Division Jack Kilgannon Allen - Robert W.

Marriott International, Inc. (NASDAQ:MAR ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Anthony G. Capuano - President, CEO & Director Jackie Burka McConagha - Senior Vice President of Investor Relations Kathleen Kelly Oberg - CFO & Executive VP of Development Conference Call Participants Brandt Antoine Montour - Barclays Bank PLC, Research Division Conor T.

Value stocks almost always seem just on the cusp of a bright moment, but could “this” time actually be for real for the category? Where past value calls have stemmed from smaller trends in equities data, like disappointing growth returns, more macro factors are looming that could produce value-friendly conditions: namely, persistent inflation.

Retail investing has long proved a tantalizing prospect for private equity players. Traditionally a space for limited partners with huge asset pools, like family offices, endowments, pension programs, high net worth individuals (HWNI) and more, private equity funds saw their doors open just slightly more to retail investors in May.

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E 10 ratio, a key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

The S&P 500, Dow Jones Industrial Average (Dow), and Nasdaq Composite are all stock market indexes used to measure the performance of various aspects of the U.S. stock market.

Fidelity National Information Services, Inc.'s Q2 results were solid but uninspiring, with modest growth and recurring revenue stability, yet shares dropped sharply on sector fears. Portfolio simplification continues with the Worldpay exit and Issuer Solutions acquisition, but management's M&A credibility remains questionable and leverage will rise. Guidance was only modestly raised due to FX benefits, not core business improvement, and back-half weighted growth targets add caution.

VettaFi's director of research Todd Rosenbluth and Astoria portfolio advisors COO & head of ETFs Bruce Lavine sit down with CNBC's Leslie Picker to discuss new strategies for investors looking to diversify while still trying to stay tax efficient, as well as the growing popularity of momentum ETFs.

Berkshire Hathaway made significant Q1 2025 portfolio moves, doubling Constellation Brands and increasing stakes in Domino's, Pool, Occidental, and Sirius XM. Yield-based 'dogcatcher' analysis highlights Kraft Heinz and Sirius XM as ideal dividend picks, but both posted negative one-year returns, signaling caution. Top ten Berkshire 'Dividend Dogs' are projected to deliver 15-27% net gains by July 2026, with lower volatility than the broader market.

IDU hits a 52-week high, fueled by a rare seven-month utility rally and growing investor interest in sector momentum.

MELI's Q2 earnings miss estimates despite surging 33.8% revenue growth, fueled by strong commerce and fintech momentum.

ST. PETERSBURG, Fla., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed financial advisors Leo Boisvert, MBA, CIMA®, CDFA®, and Erik Heben, CFP®, to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Todd Gartrell, Southeast divisional director for RJFS.

Brent Thill, Jefferies analyst, joins CNBC's 'Squawk on the Street' to discuss why he has an underperform rating on Palantir.

Edgewell Personal Care Company (NYSE:EPC ) Q3 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Chris Gough - VP of Investor Relations, Corporate Development & Treasury Daniel J. Sullivan - COO and President of Europe & Latin America Francesca Weissman - Chief Financial Officer Rod R.

Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

UnitedHealth is deeply undervalued, trading at low P/E and P/FCF multiples despite long-term growth potential and a wide economic moat. Short-term challenges persist: earnings are down, CEO resigned, DoJ investigation ongoing, and higher medical costs are pressuring margins. Management and analysts remain optimistic about a return to double-digit growth, but a quick recovery is unlikely; patience is required.

DUK's earnings jump 10.6% and revenues beat estimates in Q2, driven by new rates and strong natural gas sales growth.

Flipkart and China drive WMT's global e-commerce, logistics and ad growth as U.S. retail margins tighten.