Hess Midstream LP (HESM) Q2 2025 Earnings Call Transcript — Neutral

HESM   Seeking Alpha — July 30, 2025

Hess Midstream LP (HESM) Q2 2025 Earnings Call Transcript

image for news Hess Midstream LP (HESM) Q2 2025 Earnings Call Transcript

Banco Santander (Brasil) S.A. (BSBR) Q2 2025 Earnings Call Transcript — Neutral

BSBR   Seeking Alpha — July 30, 2025

Banco Santander (Brasil) S.A. (NYSE:BSBR ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Camila Stolf Toledo - Head of Investor Relations & Market Intelligence and Member of the Board of Executive Officers Gustavo Alejo Viviani - CFO, EVP, IR Officer & Vice President of the Board of Executive Officers Mario Roberto Opice Leao - CEO, Director & Member of the Board of Executive Officers Conference Call Participants Gustavo Schroden - Citigroup Inc., Research Division Jorge Kuri - Morgan Stanley, Research Division Mario Lucio S Pierry - BofA Securities, Research Division Pedro Leduc - Itaú …

image for news Banco Santander (Brasil) S.A. (BSBR) Q2 2025 Earnings Call Transcript

AMD's rumored 70% price jump for its Instinct MI350 AI chips - from $15,000 to around $25,000 - is a real-time signal that AMD is evolving from being just a chip supplier to a full-scale AI compute platform player. The MI350 is getting close enough to Nvidia's performance that AMD can finally charge something closer to a premium. This chip isn't just a budget-friendly alternative anymore - it's being used in real-world, mission-critical AI workloads. Instead of chasing Nvidia (NVDA), AMD now looks like it's trying to lead on pricing and system-level execution. That's a major departure from its previous …

image for news AMD Just Flipped The Script On AI: A 70% Price Hike That Could Change Everything

Sen. Mark Warner (D-Va.) is warning that Delta Air Lines' use of artificial intelligence (AI) to tailor airfare prices to individual customers represents a troubling shift toward what he calls “surveillance pricing.

image for news US Senator Raises Alarm Over Delta Air Lines' Testing of ‘Personalized' Pricing

Kilroy Realty: Q2 Not As Strong As It Seems — Positive

KRC   Seeking Alpha — July 30, 2025

Kilroy Realty's Q2 results beat expectations, aided by one-time items and improved leasing, but fundamental occupancy and rent growth remain weak. Portfolio sales provide capital flexibility, but high debt and rising refinancing costs continue to pressure long-term cash flow and valuation. Guidance appears higher, but is flattered by nonrecurring benefits; underlying fundamentals suggest ongoing gradual declines in occupancy and FFO.

image for news Kilroy Realty: Q2 Not As Strong As It Seems

Hawthorn Bancshares Reports Second Quarter 2025 Results — Neutral

HWBK   GlobeNewsWire — July 30, 2025

JEFFERSON CITY, Mo., July 30, 2025 (GLOBE NEWSWIRE) -- Hawthorn Bancshares, Inc. (NASDAQ: HWBK), (the “Company”), the bank holding company for Hawthorn Bank, reported second quarter 2025 net income of $6.1 million, or earnings per diluted share (“EPS”) of $0.88.

image for news Hawthorn Bancshares Reports Second Quarter 2025 Results

Meta eyes AI-powered ad growth — Positive

META   CNBC Television — July 30, 2025

CNBC's Julia Boorstin joins 'The Exchange' to discuss Meta's AI upside and marco headwinds as the company eyes AI-powered ad growth.

image for news Meta eyes AI-powered ad growth

Algoma Steel Group Inc. (ASTL) Q2 2025 Earnings Call Transcript — Neutral

ASTL   Seeking Alpha — July 30, 2025

Algoma Steel Group Inc. (NASDAQ:ASTL ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Michael Moraca - Vice President of Corporate Development & Treasurer Michael Dennis Garcia - CEO & Director Rajat Marwah - Chief Financial Officer Conference Call Participants David Ocampo - Cormark Securities Inc., Research Division Ian Brooks Gillies - Stifel Nicolaus Canada Inc., Research Division James McGarragle - RBC Capital Markets, Research Division Katja Jancic - BMO Capital Markets Equity Research Operator Greetings, and welcome to the Algoma Steel Group, Inc. Second Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this …

image for news Algoma Steel Group Inc. (ASTL) Q2 2025 Earnings Call Transcript

AMREP Stock Price Dips Despite FY25 Earnings Rise and Strong Margins — Negative

AXR   Zacks Investment Research — July 30, 2025

AXR's earnings nearly doubled in fiscal 2025 on strong margins and cost cuts amid overall revenue decline.

image for news AMREP Stock Price Dips Despite FY25 Earnings Rise and Strong Margins

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 Gold's support at $3,300 is hanging by a threat as Federal Reserve maintains its neutral stance

Truist: A Solid Bank At A Fair Price (Downgrade) — Positive

TFC   Seeking Alpha — July 30, 2025

Truist's Q2 showed encouraging loan and deposit growth, but rising deposit costs and modest deposit growth remain concerns. Credit quality remains strong, and earnings were impacted by accounting for loan growth, not deteriorating fundamentals. Maturing low-yield securities should boost net interest margin and earnings over the next 12–18 months.

image for news Truist: A Solid Bank At A Fair Price (Downgrade)

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 Gold's support at $3,300 is hanging by a thread as Federal Reserve maintains its neutral stance

Clean Harbors, Inc. (CLH) Q2 2025 Earnings Call Transcript — Neutral

CLH   Seeking Alpha — July 30, 2025

Clean Harbors, Inc. (NYSE:CLH ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Eric J. Dugas - Executive VP & CFO Eric W.

image for news Clean Harbors, Inc. (CLH) Q2 2025 Earnings Call Transcript

Xcel Energy Inc. Board Declares Dividend on Common Stock — Neutral

XEL   Business Wire — July 30, 2025

MINNEAPOLIS--(BUSINESS WIRE)--The Board of Directors of Xcel Energy Inc. (NASDAQ: XEL) today declared a quarterly dividend on its common stock of 57 cents per share. The dividends are payable October 20, 2025, to shareholders of record on September 15, 2025. Xcel Energy is a major U.S. electricity and natural gas company, with operations in 8 Western and Midwestern states. Xcel Energy provides a comprehensive portfolio of energy-related products and services to 3.9 million electricity customers.

image for news Xcel Energy Inc. Board Declares Dividend on Common Stock

Visa Is A Prime Example Of Letting Your Winners Run — Positive

V   Seeking Alpha — July 30, 2025

Visa Inc. delivered a double beat in Q3 FY2025 earnings, outperforming expectations across revenue and EPS. Valuation remains high, with multiples reflecting the market pricing in decades of growth and reliability. The main risk is that any disruption to Visa's growth narrative could trigger a re-rating and loss of shareholder value, but that seems unlikely.

image for news Visa Is A Prime Example Of Letting Your Winners Run

Old Dominion Stock Dips After Q2 Earnings & Revenues Miss Estimates — Negative

ODFL   Zacks Investment Research — July 30, 2025

ODFL stock slips after Q2 earnings and revenue miss, with LTL shipment declines, reflecting ongoing economic softness.

image for news Old Dominion Stock Dips After Q2 Earnings & Revenues Miss Estimates

Ryder Q2 Earnings & Revenues Beat Estimates, 2025 EPS View Tweaked — Positive

R   Zacks Investment Research — July 30, 2025

R's second-quarter 2025 earnings reflect higher contractual earnings and share repurchases.

image for news Ryder Q2 Earnings & Revenues Beat Estimates, 2025 EPS View Tweaked

Dorian LPG's Q1 Earnings Round the Corner: What's in Store? — Negative

LPG   Zacks Investment Research — July 30, 2025

LPG's fiscal first-quarter results may face pressure from tariffs, supply-chain issues and weaker charter rates despite steady demand.

image for news Dorian LPG's Q1 Earnings Round the Corner: What's in Store?

Starbucks announced its third-quarter financial results on Tuesday, July 29, presenting a company in a high-stakes race to institute major changes, but not quite there.

image for news Starbucks CEO Brian Niccol just put a positive spin on lagging sales. His pep talk may explain why the stock is up

Can Sustained Product Demand Drive HIMS Stock Before Q2 Earnings? — Positive

HIMS   Zacks Investment Research — July 30, 2025

Hims & Hers benefits from strong product demand and subscriber growth ahead of second-quarter 2025 earnings, fueled by weight loss and specialty care uptake.

image for news Can Sustained Product Demand Drive HIMS Stock Before Q2 Earnings?