Live Coverage: Will Starbucks (SBUX) Beat 3Q Earnings? — Neutral
SBUX 24/7 Wall Street — July 29, 2025Starbucks (NYSE:SBUX) is set to report fiscal Q3 2025 results after the bell, with Wall Street expecting modest sequential improvement from a weak Q2.
Live Coverage: Will Teradyne (TER) Pop After 2Q Earnings? — Neutral
TER 24/7 Wall Street — July 29, 2025Teradyne (Nasdaq: TER) will report Q2 2025 earnings Tuesday after the bell, with consensus pointing to the bottom of a multi-quarter downcycle.
Live Coverage: Will Seagate Technology (STX) Skyrocket After 4Q Earnings? — Neutral
STX 24/7 Wall Street — July 29, 2025Seagate Technology (Nasdaq: STX) reports fiscal Q4 2025 earnings after the close tonight, marking a potential inflection point after nearly two years of revenue contraction.
Live Coverage: Will Booking Holdings (BKNG) Soar After 2Q Earnings? — Positive
BKNG 24/7 Wall Street — July 29, 2025Booking Holdings (Nasdaq: BKNG) reports Q2 2025 earnings after the close today, with Wall Street expecting high-teens earnings growth amid strong seasonal bookings.
Live Coverage: Will Marathon Digital (MARA) Move Higher After 2Q Earnings? — Positive
MARA 24/7 Wall Street — July 29, 2025Marathon Digital (Nasdaq: MARA) will report Q2 2025 earnings after the close, offering a key read on post-halving profitability and operational execution.
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.
Novo Nordisk's Downgraded Expectations - What The Market Is (Obviously) Missing — Negative
NVO Seeking Alpha — July 29, 2025Novo 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.
Citi has launched a new credit card for affluent customers. Citi's Gonzalo Luchetti breaks down why — Positive
C CNBC Television — July 29, 2025Gonzalo 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.
Microsoft to be hit with Opera complaint to Brazilian antitrust regulator — Negative
MSFT Reuters — July 29, 2025Norwegian 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.
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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.
Brazil asks US to spare food products, Embraer planes from 50% tariff, source says — Negative
ERJ Reuters — July 29, 2025Brazil'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.
Amex GBT Announces Dismissal of US Department of Justice Lawsuit Challenging CWT Acquisition — Neutral
GBTG Business Wire — July 29, 2025NEW YORK--(BUSINESS WIRE)--Amex GBT Announces Dismissal of US Department of Justice Lawsuit Challenging CWT Acquisition.
UnitedHealth Stock Is A Strong Buy Amid Unfavorable Medical Trends (Upgrade) — Positive
UNH Seeking Alpha — July 29, 2025Despite 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.
Wegovy maker Novo's profit warning wipes out $70B in market value after shares plunge 30% — Neutral
NVO New York Post — July 29, 2025Novo, 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.
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.
Veralto Corporation (VLTO) Q2 2025 Earnings Call Transcript — Neutral
VLTO Seeking Alpha — July 29, 2025Veralto Corporation (NYSE:VLTO ) Q2 2025 Earnings Call July 29, 2025 8:30 AM ET Company Participants Jennifer L. Honeycutt - President, CEO & Director Ryan A.
Toll Brothers Announces Model Home for Sale at Toll Brothers at River Terrace Community in Tigard, Oregon — Neutral
TOL GlobeNewsWire — July 29, 2025TIGARD, 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.
Palo Alto Networks in talks to acquire CyberArk for $20B – WSJ — Neutral
CYBR PANW Proactive Investors — July 29, 2025Palo 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%.
Merck Stock Is Almost A Classical Benjamin Graham Investment — Positive
MRK Seeking Alpha — July 29, 2025Merck is good value for money. It is a highly profitable company. It fulfills almost all of Benjamin Graham's stock-picking criteria.