PayPal: Cash-Flow Correction Overly Done, Upward Momentum Likely Lumpy — Positive
PYPL Seeking Alpha — August 01, 2025PYPL's ongoing turnaround has been met with much skepticism, as observed in the steep sell-off after the lumpy FQ2'25 cash flow performance, despite the reiterated FY2025 guidance. This is especially since the new management has already delivered double-beat FQ2'25 performance while raising the FY2025 top/ bottom-line guidance. PYPL has also reported richer Transaction and adj operating margins, while driving new active account growths for six consecutive quarters.
UnitedHealth (UNH) shares have plummeted to the downside in a strong downtrend thus far in 2025. Tom White looks at the healthcare company and discusses its weight on the Dow Jones Industrial Avg.
Central Securities Corporation Releases Report to Stockholders — Neutral
CET Business Wire — August 01, 2025NEW YORK--(BUSINESS WIRE)--Central Securities Corporation (NYSE American: CET), a closed-end investment company, today released its Report to Stockholders for the six months ended June 30, 2025. Figures as of June 30, 2025 compared with those of one year ago, are as follows: June 30, 2025 June 30, 2024 Net assets per common share $57.63 $52.58 Net assets $1,666,259,626 $1,492,593,177 Shares outstanding 28,913,659 28,387,828 Additional details are available at www.centralsecurities.com.
Pheton Holdings Ltd Issues Statements Addressing Recent Market Activity and Misleading Rumors — Neutral
PTHL GlobeNewsWire — August 01, 2025BEIJING, China, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Pheton Holdings Ltd (the “Company,” “we,” “our” or “Pheton”), a healthcare solution provider specializing in treatment planning systems for brachytherapy and other related products and services, today issued the following statements in response to recent market volatility and a third-party publication that has raised questions and concerns among shareholders.
Clarivate's organic growth is accelerating, with two consecutive quarters of positive momentum and improving annualized contract value, validating the turnaround thesis. The business is shifting toward higher-quality, recurring revenue streams, de-risking the model and enhancing long-term profitability and cash flow visibility. AI adoption is gaining traction, with over 4,800 institutions using Clarivate's AI tools, strengthening customer stickiness and opening up premium upsell opportunities.
Apple Inc. NASDAQ: AAPL delivered a blowout earnings report after the market closed on July 31. That's not showing up in the company's stock price.
Amazon.com, Inc. delivered exceptional Q2 '25 results, with revenue and EPS beating expectations and double-digit growth across all segments, reinforcing my Strong Buy rating. AWS remains the dominant, high-margin growth engine, and recent capex investments in AI and cloud are strategic, not a structural concern for long-term investors. E-commerce, international, and advertising segments all posted robust growth, with logistics and digital ad expansion fueling further upside potential.
Stock Market Live August 1: New Trump Tariff Threat Tanks the S&P 500 (VOO) Today — Negative
VOO 24/7 Wall Street — August 01, 2025President Trump announced new global tariffs on dozens of countries last night, singling out Canada for a 35% levy.
Shell CEO Wael Sawan: I strongly believe in the future of natural gas — Positive
SHEL CNBC Television — August 01, 2025Wael Sawan, Shell CEO, discusses the future of natural gas.
Telus (TU) Q2 Earnings and Revenues Miss Estimates — Negative
TU Zacks Investment Research — August 01, 2025Telus (TU) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.18 per share a year ago.
Coastal States Bank Strengthens its Senior Leadership Team: Appoints Rhonda Thornton as Chief Retail and Experience Officer, Brian Smith as Coastal Regional President, and Jeremy Summerell as Savannah Market President — Neutral
COSO Business Wire — August 01, 2025HILTON HEAD ISLAND, S.C.--(BUSINESS WIRE)--Coastal States Bank announces strategic leadership changes to support continued growth.
Reddit crushes second quarter estimates, shares surge — Positive
RDDT Proactive Investors — August 01, 2025Reddit (NYSE:RDDT) shares popped more than 17% premarket as the social media platform's second quarter earnings crushed Wall Street estimates. Revenue surged 78% year-over-year to $500 million, ahead of estimates of $426.5 million.
Rocket Lab Stock Surges With Potential Golden Dome Win (Rating Downgrade) — Positive
RKLB Seeking Alpha — August 01, 2025Rocket Lab's stock has surged 75% since June, outperforming the S&P 500, but now trades well above my previous price target. The company's rapid launch cadence and potential involvement in the Golden Dome missile defense project highlight strong long-term growth opportunities. Despite bullish analyst targets, current valuation leaves limited near-term upside and little margin for delays in Neutron rocket development.
Mill City Ventures Announces $500 Million Equity Line Agreement to Accelerate Growth of Sui Treasury Strategy — Neutral
MCVT Business Wire — August 01, 2025WAYZATA, Minn.--(BUSINESS WIRE)--Mill City Ventures III, Ltd. ("Mill City" or the "Company") (NASDAQ: MCVT) today announced it has entered into an equity line agreement with A.G.P./Alliance Global Partners, as Investor, enabling Mill City to sell up to $500 million of the Company's common stock at the Company's sole discretion, subject to certain restrictions and closing conditions. Any proceeds from the equity line, which included no commitment fee, will be used to further the Company's SUI tr.
Apple Inc. (NASDAQ: AAPL) earnings exceeded almost all expectations.
Should You Buy, Hold or Sell TLRY Stock Post Q4 Earnings Release? — Negative
TLRY Zacks Investment Research — August 01, 2025Tilray posts record non-cannabis revenues in fiscal 2025, but Q4 sales slip as cannabis weakness pressures overall results.
Enbridge (ENB) Beats Q2 Earnings and Revenue Estimates — Positive
ENB Zacks Investment Research — August 01, 2025Enbridge (ENB) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.42 per share a year ago.
T. Rowe Price (TROW) Q2 Earnings Top Estimates — Positive
TROW Zacks Investment Research — August 01, 2025T. Rowe Price (TROW) came out with quarterly earnings of $2.24 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $2.26 per share a year ago.
Piper Sandler Companies (PIPR) Q2 Earnings and Revenues Beat Estimates — Positive
PIPR Zacks Investment Research — August 01, 2025Piper Sandler Companies (PIPR) came out with quarterly earnings of $2.95 per share, beating the Zacks Consensus Estimate of $1.99 per share. This compares to earnings of $2.52 per share a year ago.
However it's said—cars on lot, days to turn, days on lot—they all mean essentially the same thing.