Live Coverage: Will Starbucks (SBUX) Beat 3Q Earnings? — Neutral

SBUX   24/7 Wall Street — July 29, 2025

Starbucks (NYSE:SBUX) is set to report fiscal Q3 2025 results after the bell, with Wall Street expecting modest sequential improvement from a weak Q2.

image for news Live Coverage: Will Starbucks (SBUX) Beat 3Q Earnings?

Live Coverage: Will Teradyne (TER) Pop After 2Q Earnings? — Neutral

TER   24/7 Wall Street — July 29, 2025

Teradyne (Nasdaq: TER) will report Q2 2025 earnings Tuesday after the bell, with consensus pointing to the bottom of a multi-quarter downcycle.

image for news Live Coverage: Will Teradyne (TER) Pop After 2Q Earnings?

Live Coverage: Will Seagate Technology (STX) Skyrocket After 4Q Earnings? — Neutral

STX   24/7 Wall Street — July 29, 2025

Seagate Technology (Nasdaq: STX) reports fiscal Q4 2025 earnings after the close tonight, marking a potential inflection point after nearly two years of revenue contraction.

image for news Live Coverage: Will Seagate Technology (STX) Skyrocket After 4Q Earnings?

Live Coverage: Will Booking Holdings (BKNG) Soar After 2Q Earnings? — Positive

BKNG   24/7 Wall Street — July 29, 2025

Booking Holdings (Nasdaq: BKNG) reports Q2 2025 earnings after the close today, with Wall Street expecting high-teens earnings growth amid strong seasonal bookings.

image for news Live Coverage: Will Booking Holdings (BKNG) Soar After 2Q Earnings?

Live Coverage: Will Marathon Digital (MARA) Move Higher After 2Q Earnings? — Positive

MARA   24/7 Wall Street — July 29, 2025

Marathon Digital (Nasdaq: MARA) will report Q2 2025 earnings after the close, offering a key read on post-halving profitability and operational execution.

image for news Live Coverage: Will Marathon Digital (MARA) Move Higher After 2Q Earnings?

Starbucks has been in turnaround mode, but its same-store sales are expected to fall for the sixth straight quarter. The coffee giant is also weighing strategic options for its China business.

image for news Starbucks is about to report earnings. Here's what to expect

Novo Nordisk A/S shares plunged after a Q2 revenue update and 2025 guidance downgrade, despite strong double-digit sales and profit growth. The market is concerned about headwinds for semaglutide (Wegovy/Ozempic), including supply issues, competition, and regulatory risks. Despite the selloff, I believe Novo remains undervalued given its dominant GLP-1 franchise, robust pipeline, and long-term growth potential.

image for news Novo Nordisk's Downgraded Expectations - What The Market Is (Obviously) Missing

Gonzalo Luchetti, Citi head of U.S. personal banking, joins 'Power Lunch' to discuss the company's new credit card, why the high-end of the consumer scale and much more.

image for news Citi has launched a new credit card for affluent customers. Citi's Gonzalo Luchetti breaks down why

Norwegian browser maker Opera will file a complaint about U.S. tech giant Microsoft to Brazilian antitrust authority CADE on Tuesday for allegedly giving its Edge browser an unfair advantage over rivals.

image for news Microsoft to be hit with Opera complaint to Brazilian antitrust regulator

Top 10 Income Funds From Eaton Vance — Positive

AAPL  ABBV   Seeking Alpha — July 29, 2025

Eaton Vance's top taxable closed-end funds offer reliable monthly income, strong long-term returns, and are managed by highly skilled teams with proven track records. I prioritize funds trading at a discount to NAV with distribution yields near or above 8%, focusing on both income and capital appreciation potential. For total return, EOS and EOI are top picks; for dividend income, EVT (domestic) and ETG (global) provide diversification and attractive yields.

image for news Top 10 Income Funds From Eaton Vance

PYPL "Cannot Get it Together," V & MA Bullish Setup — Negative

PYPL   Schwab Network — July 29, 2025

Stephen Biggar says PayPal (PYPL) is in the middle of a "show me" story. He believes investors see tariff impacts as being great to the fintech company with growth prospects at the lower end of its range.

image for news PYPL "Cannot Get it Together," V & MA Bullish Setup

Brazil's government has asked the U.S. to exclude food products and Embraer's aircraft from the 50% tariff it plans to impose on Brazilian goods starting August 1, a source familiar with the matter told Reuters on Tuesday.

image for news Brazil asks US to spare food products, Embraer planes from 50% tariff, source says

NEW YORK--(BUSINESS WIRE)--Amex GBT Announces Dismissal of US Department of Justice Lawsuit Challenging CWT Acquisition.

image for news Amex GBT Announces Dismissal of US Department of Justice Lawsuit Challenging CWT Acquisition

Despite a double earnings miss, I am upgrading UnitedHealth Group Incorporated stock to Strong Buy due to its long-term growth potential and resilient fundamentals. UNH's current valuation prices in excessive pessimism; I believe earnings will recover as premium repricing and cost controls take effect. Management's transparency, share repurchases, and a growing dividend support my conviction in UNH's ability to outperform the S&P 500 over time.

image for news UnitedHealth Stock Is A Strong Buy Amid Unfavorable Medical Trends (Upgrade)

Novo, which became Europe's most valuable listed company following the launch of Wegovy in 2021, is now facing a reckoning as it looks to turn things around after the abrupt removal in May of CEO Lars Fruergaard Jorgensen.

image for news Wegovy maker Novo's profit warning wipes out $70B in market value after shares plunge 30%

Exagen Inc. (XGN) Q2 2025 Earnings Call Transcript — Neutral

XGN   Seeking Alpha — July 29, 2025

Exagen Inc. (NASDAQ:XGN ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Jeffrey G. Black - CFO & Corporate Secretary John Aballi - CEO, President & Director Ryan Douglas - Investors Relations Officer Conference Call Participants Kyle Alexander Mikson - Canaccord Genuity Corp., Research Division Margarate Elizabeth Boeye - William Blair & Company L.L.C.

image for news Exagen Inc. (XGN) Q2 2025 Earnings Call Transcript

Veralto Corporation (VLTO) Q2 2025 Earnings Call Transcript — Neutral

VLTO   Seeking Alpha — July 29, 2025

Veralto Corporation (NYSE:VLTO ) Q2 2025 Earnings Call July 29, 2025 8:30 AM ET Company Participants Jennifer L. Honeycutt - President, CEO & Director Ryan A.

image for news Veralto Corporation (VLTO) Q2 2025 Earnings Call Transcript

TIGARD, Ore., July 29, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE: TOL), the nation's leading builder of luxury homes, today announced its elegant model home is now available for purchase at the Toll Brothers at River Terrace community in the scenic Bull Mountain area of Tigard, Oregon, located less than 10 miles from downtown Portland. The two-story Gates Farmhouse model home, one of only three homes remaining for sale in the community's Spring Collection, exemplifies the elevated style, innovative architecture, and exceptional craftsmanship that define the Toll Brothers brand.

image for news Toll Brothers Announces Model Home for Sale at Toll Brothers at River Terrace Community in Tigard, Oregon

Palo Alto Networks in talks to acquire CyberArk for $20B – WSJ — Neutral

CYBR  PANW   Proactive Investors — July 29, 2025

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) is reportedly in discussions to acquire CyberArk Software (NASDAQ:CYBR) in a deal worth about $20 billion, a move that analysts say could reshape the cybersecurity landscape and accelerate Palo Alto's strategy to become an end-to-end platform provider. Shares of CyberArk surged 11.5% on Tuesday afternoon following the Wall Street Journal report, while Palo Alto shares dropped around 5%.

image for news Palo Alto Networks in talks to acquire CyberArk for $20B – WSJ

Merck Stock Is Almost A Classical Benjamin Graham Investment — Positive

MRK   Seeking Alpha — July 29, 2025

Merck is good value for money. It is a highly profitable company. It fulfills almost all of Benjamin Graham's stock-picking criteria.

image for news Merck Stock Is Almost A Classical Benjamin Graham Investment