I reiterate my Sell rating on Shopify, due to overvaluation with a fair value estimate of $96 per share, despite strong operational execution. Shopify's global expansion of payment solutions and Shop Pay installments are key drivers for long-term growth and merchant adoption. While management balances topline growth and profitability, potential trade uncertainties could impact cross-border e-commerce in the near term.

CINF's Q2 EPS surges 52.7%, fueled by premium gains, investment income, and stronger underwriting results.

Both companies declined to comment.

PHILADELPHIA, July 29, 2025 (GLOBE NEWSWIRE) -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Sable Offshore Corp. (NYSE: SOC) (“Sable” or the “Company”) on behalf of investors who purchased or otherwise acquired publicly traded securities of Sable between May 19, 2025 through June 3, 2025 (the “Class Period”), including on or traceable to the Company's May 2025 secondary public offering. Berger Montague PC is investigating claims that defendants made materially false and misleading statements concerning the status of Sable's oil production.

Bank of America has raised its revenue estimates for Coinbase Global Inc (NASDAQ:COIN) ahead of the crypto exchange's second-quarter results, but warned that weaker trading volumes and ongoing pressure on transaction revenue could weigh on earnings. The bank maintained its “Hold” rating on the stock and increased its price target to $405 from $260.

WHR tumbles after Q2 earnings miss, slashed dividend, and weak 2025 outlook with declining sales and EPS guidance.

BRO tops Q2 estimates with 10.8% EPS growth, driven by higher organic revenues, EBITDAC margin, and investment income.

Seres Therapeutics's VOWST divestiture injected cash, retired debt, and refocused the company as a clinical‑stage microbiome specialist. Their current lead candidate is SER‑155, which seems to reduce bloodstream infections up to 77% according to their Phase 1b trial. SER-155 also holds the FDA's Breakthrough and Fast Track designations. MCRB targets more interim Phase 2 SER‑155 data within 12 months.

The Investment Committee give you their top stocks to watch for the second half.

ECL stock dips in pre-market despite second-quarter 2025 earnings growth and margin expansion, as EPS misses estimates by a penny.

INOD's second-quarter performance is expected to have benefited from Gen AI momentum and key customer expansion.

Provident Financial Holdings, Inc. (NASDAQ:PROV ) Q4 2025 Earnings Conference Call July 29, 2025 12:00 PM ET Company Participants Donavon P. Ternes - President & CEO Conference Call Participants Frank Daniel Williams - Piper Sandler & Co., Research Division Timothy Norton Coffey - Janney Montgomery Scott LLC, Research Division Operator Hello, and thank you for standing by.

Stanley Black & Decker, Inc. (NYSE:SWK ) Q2 2025 Earnings Call July 29, 2025 8:00 AM ET Company Participants Christopher John Nelson - COO, Executive VP and President of Tools & Outdoor Dennis M. Lange - Vice President of Investor Relations Donald Allan - President, CEO & Director Patrick D.

Joe Terranova, Senior Managing Director for Virtus Investment Partners, joins CNBC's "Halftime Report" to detail his latest portfolio moves.

Extending the partnership with OpenAI will allow Microsoft to keep improving its AI offerings, says Goldman Sachs Global Investment Research Managing Director Kash Rangan. He reacts to news of possible changes to the companies' partnership with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

PYPL shares slide 7% despite a Q2 earnings beat and raised EPS guidance, weighed down by falling transactions.

CBRE's Q2 results reflect a year-over-year rise in revenues due to solid performances by most business segments despite the challenging macro environment.

WSO eyes Q2 gains with stronger HVAC demand, rising high-efficiency sales, and improving gross margins.

XLE offers concentrated exposure to traditional energy giants, with over one-third of assets in Exxon Mobil and Chevron, making it highly sensitive to oil prices. Despite recent earnings declines for top holdings, sector valuation is attractive, with XLE trading below its 10-year average and offering a solid dividend yield. Fossil fuels remain dominant in U.S. energy, and EIA forecasts record production, but global trade uncertainty and oil price volatility present near-term risks.

SoFi's CEO Anthony Noto said Tuesday that recent tech IPOs and excitement around crypto have brought investors back to fintech, helping his company drive 44% year-over-year revenue growth and beating the "rule of 40."