RCL's second-quarter earnings beat estimates, but revenues miss the same. The stock is down 5.4% despite solid booking momentum.

Trade Deficit Comes in Lower Than Expected.

The 2025 Q2 earnings season picks up considerable steam this week, with a wide variety of S&P 500 companies reporting results. Headlining the docket are several Mag 7 members, a list that includes Microsoft MSFT.

Deal for Israeli firm would be latest in big tech's cybersecurity consolidation.

U.S. equities were lower at midday on some soft corporate earnings reports and expectations about this week's decision on interest rates from the Federal Reserve. The Dow Jones Industrial Average, S&P 500, and Nasdaq were all down.

Blackstone stock (NYSE: BX) received updated analyst coverage as Rothschild & Co Redburn raised its price target from $144 to $168.

The ongoing AI boom continues in Q2'25, with numerous market players reaffirming the durability of data-center related spending trends, including TSM and GOOG. These reasons may have directly contributed to DLR's double-beat FQ2'25 performance and the raised FY2025 guidance, as the stock retests prior heights. The REIT also reports growing multi-year backlog at a higher base rent per square foot (at more than triple pre-pandemic rates), which explains the aggressive capacity expansion efforts thus far.

PayPal Holdings Inc. used its Q2 earnings call to talk less about inflation or consumer spending softness and more about the tactics it says will secure its place at the virtual and in-store cash register.

Boeing's second-quarter loss narrowed and revenue improved as the aircraft manufacturer delivered more commercial planes in the period.Boeing Co. lost $611 million, or 92 cents per share, for the three months ended June 30. A year earlier it lost $1.44 billion, or $2.33 per share.Adjusting for one-time gains, Boeing lost $1.24 per share.

Eagle Bancorp Montana, Inc. (EBMT) came out with quarterly earnings of $0.41 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.22 per share a year ago.

Realty Income stands out as a top consumer REIT, boasting 31 years of dividend growth and a 5.6% yield, exceeding industry averages. The company's exceptional dividend profile reflects deeper strengths in revenue efficiency and long-term resilience, justifying a Buy rating. Long-term total returns are impressive, outperforming all REIT and retail ETFs except SPY, reinforcing O's appeal for patient investors.

Asbury Automotive Group, Inc. (NYSE:ABG ) Q2 2025 Earnings Call July 29, 2025 10:00 AM ET Company Participants Chris Reeves - Corporate Participant Daniel Clara - Chief Operating Officer David W. Hult - President, CEO & Director Michael D.

Hurco's near-term outlook remains challenging due to cautious capital spending by small manufacturers and ongoing trade/tariff uncertainties. The company maintains a strong cash position and no debt, providing stability through the downturn and positioning it for a rebound when demand recovers. Recovery is expected in 2026/2027, with potential for double-digit revenue growth and fair value estimates in the low-to-high $20s per share.

Ethereum's momentum has surged, with ETHW up 85% since March, driven by renewed institutional inflows and improving ETH/BTC performance. Spot Ethereum ETFs are seeing record net inflows, nearly matching spot Bitcoin ETFs, signaling strong institutional conviction and capital rotation into ETH. Corporate adoption of Ethereum as a treasury asset is accelerating, reinforcing ETH's status as a credible institutional asset with significant upside potential.

NBT Bancorp Inc. (NASDAQ:NBTB ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Annette L. Burns - Executive VP & CFO Joseph R.

GLW tops Q2 estimates as Optical Communications revenues jump 41% and Gen AI demand boosts enterprise sales.

Kelly Ortberg, Boeing CEO, discusses how the company is "turning the corner" on improving work culture.

VOO, VXUS, GLD, SPY and DYNF led ETF inflows last week as the S&P 500 hit five straight record closes.

Although the revenue and EPS for Chart Industries (GTLS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Alibaba Group Holding Ltd BABA BABAF is strapping on its comeback story—literally. The Hangzhou, China-based tech giant has unveiled its first-ever AI-powered smart glasses, betting $52.4 billion on AI and cloud growth to reboot its image and revenues.