The tariff uncertainties have triggered the higher copper stockpiling and spot prices, which consequently contributed to FCX's robust FQ2'25 numbers on a QoQ/ YoY basis. Even so, the management has unceremoniously lowered their FY2025 sales volume guidance, with the headwinds Grasberg ore grade revision negating the commodities' higher futures contracts. While FCX may tout a $1.7B benefit arising from the US copper premium, it remains to be seen how things may develop as Chile negotiate for tariff exemptions.

Shares of VF Corp. (VFC) jumped nearly 10% Wednesday after the apparel and shoe manufacturer posted a surprise financial report, suggesting its turnaround efforts are working.

The Cheesecake Factory stands out with resilient sales and margin growth, outperforming peers in a challenging restaurant sector and justifying my upgrade to a "Buy" rating. Diverse restaurant concepts, industry-leading AUVs, and strong delivery growth drive incremental revenue and set Cheesecake apart from struggling competitors. Disciplined cost management and best-in-class labor retention have led to margin expansion, even as peers face margin compression and negative sales trends.

I reiterate a Sell rating on Ecolab Inc., due to ongoing weak demand in heavy industrial and paper markets despite management's effective margin expansion strategies. Q2 FY25 results showed modest 3% organic revenue growth and 13% adj. EPS growth, driven by value pricing and cost optimization amid soft end-market demand. My DCF analysis yields a fair value of $218 per share, indicating overvaluation at current levels, even as management targets higher margins and EPS growth.

CALGARY, AB , July 30, 2025 /PRNewswire/ - The Board of Directors of Canadian Pacific Kansas City Limited (TSX: CP) (NYSE: CP) (CPKC) today declared a quarterly dividend of $0.228 per share on the outstanding Common Shares. The dividend is payable on October 27, 2025, to holders of record at the close of business on September 26, 2025, and is an "eligible" dividend for purposes of the Income Tax Act (Canada) and any similar provincial/territorial legislation.

The Expansion Raises the Total Number of 270-Degree Panoramic SCREENX Cinemark Theaters to 26 BURBANK, Calif. , July 30, 2025 /PRNewswire/ -- CJ 4DPLEX , the world's leading producer of premium film formats and cinema technologies, and Cinemark, one of the largest and most influential theatrical exhibition companies in the world, today announced an expansion of their existing relationship with the addition of 20 new SCREENX locations across theaters in the U.S. and Latin America.

SEATTLE , July 30, 2025 /PRNewswire/ -- Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark" or "the Company"), a leading commercial real estate advisor and service provider to large institutional investors, global corporations, and other owners and occupiers, announces the Company has arranged a $435 million refinancing on behalf of Nitze-Stagen & Co., Inc. and Daniels Real Estate for Starbucks Center, a landmark office property prominently located at 2401 Utah Avenue South in Seattle's SoDo District. The financing, provided by Deutsche Bank, was secured by Newmark Co-Presidents of Global Debt & Structured Finance Jonathan Firestone and Jordan Roeschlaub , along with Vice …

Shield your portfolio from market swings with low-beta picks like VIPS, GDS, FUTU and VRNA, each showing strong momentum.

LOGI's Q1 earnings and revenues beat estimates as strong demand across all key product categories lifts results.

BKNG posts 32% y/y EPS growth and 16% revenue jump in Q2, fueled by payments, travel demand and AI-driven initiatives.

TGT bets big on digital with Target Plus, aiming for $5B GMV by 2030 despite soft sales and falling consumer traffic.

Reynolds Consumer Products Inc. (NASDAQ:REYN ) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Executives Mark David Swartzberg - Vice President of Investor Relations Nathan D. Lowe - VP, CFO & Treasurer Scott E.

MILPITAS, Calif.--(BUSINESS WIRE)--SolarEdge Technologies, Inc. (NASDAQ: SEDG), a global leader in smart energy technology, and Solar Landscape, the leading U.S. commercial rooftop solar developer, today announced an agreement for the supply of SolarEdge's U.S.-manufactured solar technology for over 500 commercial rooftop projects across multiple states, to be built in 2025 and 2026. SolarEdge's domestically manufactured solar technology enables developers like Solar Landscape to meet demand fo.

APA (APA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AppLovin (APP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Atmos (ATO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

American International Group (AIG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Berry Petroleum (BRY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Bentley Systems (BSY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Brookfield (BAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.