Celestica: You Might Regret Going All In Now — Neutral

CLS   Seeking Alpha — July 29, 2025

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.

image for news Celestica: You Might Regret Going All In Now

Williams Announces Quarterly Cash Dividend — Neutral

WMB   Business Wire — July 29, 2025

TULSA, Okla.--(BUSINESS WIRE)--Williams Announces Quarterly Cash Distribution.

image for news Williams Announces Quarterly Cash Dividend

Don't buy the dip in Novo Nordisk yet, says Mizuho's Jared Holz — Negative

NVO   CNBC Television — July 29, 2025

Jared Holz, Mizuho health care equity strategist, joins 'Money Movers' to discuss Novo Nordisk sinking on guidance cut and his outlook for the stock.

image for news Don't buy the dip in Novo Nordisk yet, says Mizuho's Jared Holz

DTE Energy Company (DTE) Q2 2025 Earnings Call Transcript — Neutral

DTE  DTW   Seeking Alpha — July 29, 2025

DTE 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.

image for news DTE Energy Company (DTE) Q2 2025 Earnings Call Transcript

FinTechs are maturing, evolving and consolidating, creating new growth opportunities.

image for news SoFi Rides AI, Blockchain Wave as FinTech Fires on All Cylinders

Oilfield 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.

image for news LNG Equipment Maker Chart Agrees to Baker Hughes Acquisition, Ends Flowserve Deal

Vulcan Gears Up to Post Q2 Earnings: What's in Store for the Stock? — Positive

VMC   Zacks Investment Research — July 29, 2025

VMC's second-quarter 2025 performance is likely to have benefited from its pricing power and acquisitions amid pressure from weather and cost inflation.

image for news Vulcan Gears Up to Post Q2 Earnings: What's in Store for the Stock?

Blackstone: Irresistible Long-Term Value — Positive

BX   Seeking Alpha — July 29, 2025

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.

image for news Blackstone: Irresistible Long-Term Value

Amazon's Pre-Earnings Setup Is Almost Too Clean—Red Flag? — Positive

AMZN   MarketBeat — July 29, 2025

Having 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.

image for news Amazon's Pre-Earnings Setup Is Almost Too Clean—Red Flag?

SoFi CEO Anthony Noto on Q2 earnings, share surge and crypto strategy — Positive

SOFI   CNBC Television — July 29, 2025

Anthony Noto, SoFi CEO, joins 'Money Movers' to discuss Q2 earnings as shares surge for the company, his crypto strategy and U.S. consumer health.

image for news SoFi CEO Anthony Noto on Q2 earnings, share surge and crypto strategy

Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript — Neutral

VIV   Seeking Alpha — July 29, 2025

Telefônica 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.

image for news Telefônica Brasil S.A. (VIV) Q2 2025 Earnings Call Transcript

How To Judge Tesla After Q2 And 16.5B Deal? — Negative

TSLA   Seeking Alpha — July 29, 2025

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.

image for news How To Judge Tesla After Q2 And 16.5B Deal?

Tesla 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.

image for news Tesla Valuation 'Could Far Exceed Current Levels': Analyst Sees 2 Segments Driving Most Upside (And It's Not Cars)

PANW Bets Big on Secure Browsing: Is it Reshaping SASE Strategy? — Neutral

PANW   Zacks Investment Research — July 29, 2025

Palo Alto Networks leans into secure browsing as Prisma Access Browser fuels rapid SASE growth and lands a nine-figure pipeline.

image for news PANW Bets Big on Secure Browsing: Is it Reshaping SASE Strategy?

The latest results trip up an expensive stock, but the company still has growth opportunities to tap.

image for news Spotify's Crown Lies Heavy, but It's Still the Streaming King

CBRE Group, Inc. (CBRE) Q2 2025 Earnings Call Transcript — Neutral

CBRE   Seeking Alpha — July 29, 2025

CBRE 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.

image for news CBRE Group, Inc. (CBRE) Q2 2025 Earnings Call Transcript

Herc Holdings Inc. (HRI) Q2 2025 Earnings Call Transcript — Neutral

HRI   Seeking Alpha — July 29, 2025

Herc 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.

image for news Herc Holdings Inc. (HRI) Q2 2025 Earnings Call Transcript

American Tower Corporation (AMT) Q2 2025 Earnings Call Transcript — Neutral

AMT   Seeking Alpha — July 29, 2025

American 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.

image for news American Tower Corporation (AMT) Q2 2025 Earnings Call Transcript

Woodward's Q3 Earnings & Revenues Surpass Estimates, Up Y/Y — Positive

WWD   Zacks Investment Research — July 29, 2025

WWD raises 2025 outlook after strong Q3 results, with Aerospace growth offsetting Industrial headwinds.

image for news Woodward's Q3 Earnings & Revenues Surpass Estimates, Up Y/Y

UnitedHealthcare'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.

image for news UnitedHealth Group stock price drops again as the health insurance giant's sickly summer continues