AI-driven CapEx surges from big tech are fueling Celestica Inc.'s explosive growth, with a stellar beat-and-raise quarter driving the stock to new highs. Celestica's CCS segment is thriving due to robust hyperscaler demand and high-speed interconnectivity ramp-ups. Valuation is now extremely stretched, with CLS trading at over 24x forward EBITDA amidst significant customer concentration risk, warranting caution.
TULSA, Okla.--(BUSINESS WIRE)--Williams Announces Quarterly Cash Distribution.
Don't buy the dip in Novo Nordisk yet, says Mizuho's Jared Holz — Negative
NVO CNBC Television — July 29, 2025Jared Holz, Mizuho health care equity strategist, joins 'Money Movers' to discuss Novo Nordisk sinking on guidance cut and his outlook for the stock.
DTE Energy Company (DTE) Q2 2025 Earnings Call Transcript — Neutral
DTE DTW Seeking Alpha — July 29, 2025DTE Energy Company (NYSE:DTE ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants David S. Ruud - Executive VP & CFO Gerardo Norcia - CEO & Chairman Joi M.
SoFi Rides AI, Blockchain Wave as FinTech Fires on All Cylinders — Positive
SOFI PYMNTS — July 29, 2025FinTechs are maturing, evolving and consolidating, creating new growth opportunities.
LNG Equipment Maker Chart Agrees to Baker Hughes Acquisition, Ends Flowserve Deal — Positive
GTLS Investopedia — July 29, 2025Oilfield services provider Baker Hughes (BKR) has reached a deal to acquire liquified natural gas equipment manufacturer Chart Industries (GTLS) in an all-cash deal worth $13.6 billion.
Vulcan Gears Up to Post Q2 Earnings: What's in Store for the Stock? — Positive
VMC Zacks Investment Research — July 29, 2025VMC's second-quarter 2025 performance is likely to have benefited from its pricing power and acquisitions amid pressure from weather and cost inflation.
Blackstone reported strong 2Q25 results, beating earnings and revenue estimates, with record assets under management and robust capital inflows, especially from institutional investors. Fee-related earnings surged 31% YoY, driving a 26% increase in distributable profits and supporting an 11% QoQ dividend hike, with an 85% payout ratio. The positive outlook for M&A and IPO markets, combined with Blackstone's capital-raising strength, underpins my continued Buy rating and 10% upside target.
Amazon's Pre-Earnings Setup Is Almost Too Clean—Red Flag? — Positive
AMZN MarketBeat — July 29, 2025Having closed out Monday's session just under $233, shares of tech giant Amazon.com Inc. NASDAQ: AMZN are now trading within just $10 of their all-time high from last February. The 45% rally since April has been nothing short of extraordinary, a clean, uninterrupted move upward with higher highs and higher lows dominating the chart.
SoFi CEO Anthony Noto on Q2 earnings, share surge and crypto strategy — Positive
SOFI CNBC Television — July 29, 2025Anthony Noto, SoFi CEO, joins 'Money Movers' to discuss Q2 earnings as shares surge for the company, his crypto strategy and U.S. consumer health.
Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript — Neutral
VIV Seeking Alpha — July 29, 2025Telefônica Brasil S.A. (NYSE:VIV ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants Christian Mauad Gebara - CEO, Member of Board of Executive Officers & Director David Melcon Sanchez-Friera - Chief Financial & Investor Relations Officer and Member of Board of Executive Officers Joao Pedro Soares Carneiro - Corporate Participant Conference Call Participants Bernardo Guttmann - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.
Tesla, Inc. reported a disastrous Q2 earnings report, and a couple of days after a $16.5B deal with Samsung for A16 chips used in Robotaxi and Optimus. The fundamentals all point to more bad news in Q3 for the auto business, with a deepening demand issue made worse by loss of EV tax credits. We're betting on a reversal on Tesla edging closer to its status as an autonomous leader.
Tesla Valuation 'Could Far Exceed Current Levels': Analyst Sees 2 Segments Driving Most Upside (And It's Not Cars) — Positive
TSLA Benzinga — July 29, 2025Tesla Inc.‘s TSLA ambitious ventures beyond electric vehicles are capturing the attention of investors and analysts alike, as the company sets its sights on revolutionizing transportation and automation. A Tesla analyst says the electric vehicle giant could be worth significantly more in the future thanks to its goals in robotaxis, FSD and humanoid robots.
PANW Bets Big on Secure Browsing: Is it Reshaping SASE Strategy? — Neutral
PANW Zacks Investment Research — July 29, 2025Palo Alto Networks leans into secure browsing as Prisma Access Browser fuels rapid SASE growth and lands a nine-figure pipeline.
The latest results trip up an expensive stock, but the company still has growth opportunities to tap.
CBRE Group, Inc. (CBRE) Q2 2025 Earnings Call Transcript — Neutral
CBRE Seeking Alpha — July 29, 2025CBRE Group, Inc. (NYSE:CBRE ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Chandni Luthra - Executive Vice President of Investor Relations and Financial Planning & Analysis Emma E. Giamartino - Chief Financial Officer Robert E.
Herc Holdings Inc. (HRI) Q2 2025 Earnings Call Transcript — Neutral
HRI Seeking Alpha — July 29, 2025Herc Holdings Inc. (NYSE:HRI ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Aaron D. Birnbaum - Senior VP & COO Lawrence H.
American Tower Corporation (AMT) Q2 2025 Earnings Call Transcript — Neutral
AMT Seeking Alpha — July 29, 2025American Tower Corporation (NYSE:AMT ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Kate Reeb - Corporate Participant Rodney M. Smith - Executive VP, CFO & Treasurer Steven O.
Woodward's Q3 Earnings & Revenues Surpass Estimates, Up Y/Y — Positive
WWD Zacks Investment Research — July 29, 2025WWD raises 2025 outlook after strong Q3 results, with Aerospace growth offsetting Industrial headwinds.
UnitedHealth Group stock price drops again as the health insurance giant's sickly summer continues — Negative
UNH Fast Company — July 29, 2025UnitedHealthcare's parent company, UnitedHealth Group, is in need of some bed rest this week. The company's stock price (NYSE: UNH) has been knocked off its feet again after the American insurance giant reported disappointing quarterly results and offered 2025 earnings guidance that was significantly below investor expectations.