Tech Titans' AI Strategy — Positive

AMZN  META   Seeking Alpha — July 30, 2025

The spotlight this week is concentrated on 4 Magnificent 7 names: Apple, Microsoft, Amazon, and Meta Platforms. With cost-cutting, management improvements, and AWS strength, Amazon is poised for 20%+ earnings growth and lower risk.

image for news Tech Titans' AI Strategy

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Sable Offshore Corp. (“Sable” or the “Company”) (NYSE: SOC) securities between May 19, 2025 and June 3, 2025, inclusive (the “Class Period”), and/or pursuant and/or traceable to the Company's May 21, 2025 secondary public offering (the “SPO”). Sable investors have until September 26, 2025 to file a lead plaintiff motion. IF YOU ARE AN INVESTOR.

image for news Law Offices of Howard G. Smith Encourages Sable Offshore Corp. (SOC) Investors To Inquire About Securities Fraud Class Action

Weave Named a Leader Across 34 Categories in G2's 2025 Summer Report — Neutral

WEAV   Business Wire — July 30, 2025

LEHI, Utah--(BUSINESS WIRE)--Weave (NYSE: WEAV), a leading all-in-one customer experience and payments software platform for small and medium-sized healthcare businesses, ranked first in 34 categories in G2's 2025 Summer Report. The company also earned 63 badges and was again named a leader in the Grid for Patient Relationship Management (PRM) Software. G2 is the largest and most trusted software marketplace. Placement in the G2 Report is based on authentic customer reviews, customer satisfacti.

image for news Weave Named a Leader Across 34 Categories in G2's 2025 Summer Report

Silgan Holdings Inc. (SLGN) Q2 2025 Earnings Call Transcript — Neutral

SLGN   Seeking Alpha — July 30, 2025

Silgan Holdings Inc. (NYSE:SLGN ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Adam J. Greenlee - President, CEO & Director Alexander Gerhard Hutter - Vice President of Investor Relations Kimberly I.

image for news Silgan Holdings Inc. (SLGN) Q2 2025 Earnings Call Transcript

Banco Santander Q2 Earnings: Another Record Bottom Line — Neutral

SAN   Seeking Alpha — July 30, 2025

Banco Santander has continued to perform strongly, with the ADSs returning another ~25% since my last update in May. This takes their year-to-date return to nearly 100%. Q2 results saw the bank deliver another record net profit, even as lower interest rates weigh on parts of its business. The stock has re-rated to a rich-looking premium to tangible book value, albeit the bank continues to earn a strong mid-teens return on tangible equity.

image for news Banco Santander Q2 Earnings: Another Record Bottom Line

Automatic Data Processing, Inc. (ADP) Q4 2025 Earnings Call Transcript — Neutral

ADP   Seeking Alpha — July 30, 2025

Automatic Data Processing, Inc. (NASDAQ:ADP ) Q4 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Maria Black - President, CEO & DIrector Matthew John Keating - Vice President of Investor Relations Peter Hadley - Chief Financial Officer Conference Call Participants Bryan C. Bergin - TD Cowen, Research Division Dan Dolev - Mizuho Securities USA LLC, Research Division Daniel William Jester - BMO Capital Markets Equity Research David Paige Papadogonas - RBC Capital Markets, Research Division James Eugene Faucette - Morgan Stanley, Research Division Kartik Mehta - Northcoast Research Partners, LLC Mark Steven Marcon - Robert W.

image for news Automatic Data Processing, Inc. (ADP) Q4 2025 Earnings Call Transcript

Trex Simplifies Railing Specification With Interactive Design Tool — Neutral

TREX   GlobeNewsWire — July 30, 2025

Advanced 3D Configurator Streamlines Selection, Quoting and Materials Estimation Advanced 3D Configurator Streamlines Selection, Quoting and Materials Estimation

image for news Trex Simplifies Railing Specification With Interactive Design Tool

Marathon Petroleum Corp. Announces Quarterly Dividend — Neutral

MPC   PRNewsWire — July 30, 2025

FINDLAY, Ohio , July 30, 2025 /PRNewswire/ -- The board of directors of Marathon Petroleum Corp. (NYSE: MPC) has declared a dividend of $0.91 per share on common stock. The dividend is payable Sept.

image for news Marathon Petroleum Corp. Announces Quarterly Dividend

NEW YORK, July 30, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Petco Health and Wellness Company, Inc. (NASDAQ: WOOF) between January 14, 2021 and June 5, 2025, both dates inclusive (the “Class Period”), of the important August 29, 2025 lead plaintiff deadline.

image for news ROSEN, SKILLED INVESTOR COUNSEL, Encourages Petco Health and Wellness Company, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – WOOF

InMode Ltd. (INMD) Q2 2025 Earnings Call Transcript — Neutral

INMD   Seeking Alpha — July 30, 2025

InMode Ltd. (NASDAQ:INMD ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Moshe Mizrahy - Co-Founder, CEO & Director Yair Malca - Chief Financial Officer Conference Call Participants Caitlin Cronin - Canaccord Genuity Corp., Research Division Danielle Joy Antalffy - UBS Investment Bank, Research Division Jeffrey D.

image for news InMode Ltd. (INMD) Q2 2025 Earnings Call Transcript

Rocky Brands Q2: Thriving In Tariff Turmoil — Neutral

RCKY   Seeking Alpha — July 30, 2025

Rocky Brands reported strong sales momentum in Q2, carrying onto profitability through sales leverage and improved full-price selling. More impressively, Rocky raised the 2025 guidance despite a turbulent operating environment. The company's manufacturing facilities gain a competitive advantage from tariffs. Despite the stock's post-report surge, I believe RCKY to remain undervalued. I estimate 33% upside to $41.0.

image for news Rocky Brands Q2: Thriving In Tariff Turmoil

Neils 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.

image for news Cracking the alchemist's code: fusion energy company looks to turn mercury into gold

Procter & Gamble Q4 Earnings: Deceleration Of Market Growth Continues — Neutral

PG   Seeking Alpha — July 30, 2025

I reiterate my buy rating on The Procter & Gamble Company, setting a fair value of $180 per share despite weak near-term consumer demand. Q4 FY25 results show 2% organic revenue and 6% core EPS growth, with limited pricing power offsetting flat volume growth. Leadership transition and a 7,000-job restructuring should drive long-term efficiency, though near-term uncertainties remain.

image for news Procter & Gamble Q4 Earnings: Deceleration Of Market Growth Continues

WesBanco, Inc. (WSBC) Q2 2025 Earnings Call Transcript — Neutral

WSBC   Seeking Alpha — July 30, 2025

WesBanco, Inc. (NASDAQ:WSBC ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Daniel K. Weiss - Senior Executive VP & CFO Jeffrey H.

image for news WesBanco, Inc. (WSBC) Q2 2025 Earnings Call Transcript

Wall Street bull boosts his S&P 500 target to 7,100 — Positive

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Yahoo Finance — July 30, 2025

Oppenheimer & Co. Inc. chief investment strategist John Stoltzfus is the biggest bull on Wall Street. He had a year-end target of 7,100 for the S&P 500 (^GSPC), a street high.

image for news Wall Street bull boosts his S&P 500 target to 7,100

SAN FRANCISCO, July 30, 2025 (GLOBE NEWSWIRE) -- Before the markets opened on July 25, 2025, investors in Centene Corporation (NYSE: CNC) saw the price of their shares decline about 10% in pre-market trading after the company reported disastrous Q2 2025 financial results.

image for news Centene Corporation (CNC) Faces Shareholder Ire Amidst Plummeting Stock and Lawsuit Over “Inflated Guidance” – Hagens Berman

SAN FRANCISCO, July 30, 2025 (GLOBE NEWSWIRE) -- On July 18, 2025, investors saw the price of their shares in Sarepta Therapeutics, Inc. (NASDAQ: SRPT) collapse again – this time, shares closed down $7.89 (-36%) - after the company reported the death of a third patient who was being treated with one of its experimental gene therapy drugs.

image for news Sarepta Therapeutics (SRPT) Tanks 36% After 3rd Patient Death, SRPT Securities Class Action Pending – Hagens Berman

ST. LOUIS, July 30, 2025 (GLOBE NEWSWIRE) -- Advantage Solutions Inc. (NASDAQ GS: ADV) announced today that Dave Peacock, Chief Executive Officer, and Chris Growe, Chief Financial Officer, will participate in the Canaccord Genuity 45th Annual Growth Conference in Boston on Aug. 12, 2025. A live fireside chat with Dave Peacock will be held at noon EDT. The listen-only webcast can be accessed from the Advantage Solutions website at ir.youradv.com. For more details, contact your Canaccord Genuity representative.

image for news Advantage Solutions to Participate in The Canaccord Annual Growth Conference on August 12, 2025

Why Lyft's Stock Volume Just Spiked—Is an EV Partnership Near? — Positive

LYFT   MarketBeat — July 30, 2025

Whenever sentiment changes for a stock, investors can typically spot the shift before the big move happens and a window of opportunity quickly closes. A subtle sign can be found in a stock's trading volume, as any significant increase above the typical or average volume is usually one of the first signs of positioning before a big move comes about.

image for news Why Lyft's Stock Volume Just Spiked—Is an EV Partnership Near?

Camping World Holdings, Inc. (CWH) Q2 2025 Earnings Call Transcript — Neutral

CWH   Seeking Alpha — July 30, 2025

Camping World Holdings, Inc. (NYSE:CWH ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Lindsey J. Christen - Chief Administrative & Legal Officer and Company Secretary Marcus A.

image for news Camping World Holdings, Inc. (CWH) Q2 2025 Earnings Call Transcript