Wintrust Financial Corporation (WTFC) Q2 2025 Earnings Call Transcript — Neutral
WTFC Seeking Alpha — July 22, 2025Wintrust Financial Corporation (NASDAQ:WTFC ) Q2 2025 Earnings Conference Call July 22, 2025 11:00 AM ET Company Participants David Alan Dykstra - Vice Chairman & COO David L. Stoehr - Executive VP & CFO Richard B.
George Vincent Named as Kroger Secretary and General Counsel — Neutral
KR PRNewsWire — July 22, 2025Retailer announces succession plan, welcomes experienced corporate lawyer CINCINNATI , July 22, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today announced George Vincent will join the company as its secretary and general counsel, effective August 4. Vincent, a partner at Dinsmore & Shohl, previously served as the firm's managing partner from 2007 to 2022, where he oversaw significant expansion and led many of the firm's strategic efforts.
D.R. Horton, Pulte Group shares move higher after strong earnings — Positive
DHI PHM CNBC Television — July 22, 2025CNBC's Diana Olick reports on stocks in the homebuilding sector.
Raymond James' Ed Mills lists these stocks as the winners and losers in Trump's AI action plan — Neutral
CRM CRWD NOW NVDA PANW S TEAM CNBC Television — July 22, 2025Ed Mills, Raymond James Washington policy analyst, joins 'The Exchange' to discuss President Trump's AI policy blueprint and the impact of Trump's megabill.
I'm maintaining my Buy rating on Teradyne, Inc., as AI-driven SoC complexity could drive long-term tester demand and TAM expansion. Tariff-related risks have diminished, and valuation is more reasonable, but macro and auto demand uncertainty remain key concerns. I need to see evidence of AI-driven growth materializing for Teradyne in the next earnings, or I may reconsider my rating.
XLU Vs. UTF: We Prefer A Leveraged Utility Play Amid 'Build, Baby, Build' — Positive
UTF XLU Seeking Alpha — July 22, 2025Recent policy and rate outlook shifts make UTF more attractive than XLU, prompting my upgrade of UTF to a buy rating. UTF's diversified infrastructure exposure is better positioned for potential Trump-era "build, baby, build" policy tailwinds than XLU's concentrated electric utilities focus. UTF's leveraged structure stands to benefit from anticipated interest rate cuts.
As Alphabet's earnings approach, investors will get a first read on this hot AI trend — Positive
GOOG GOOGL Market Watch — July 22, 2025Cloud results from Alphabet, Amazon and Microsoft should show benefits from the explosive rise of AI agents.
AGNC Investment Corp.: The More It Drops, The More The Company Sells — Negative
AGNC Seeking Alpha — July 22, 2025AGNC continues aggressive share issuance. Economic returns remain negative, with high leverage amplifying risk and making sustainable profitability unlikely in current conditions. AGNC's performance during economic downturns has been poor, challenging the notion that it is recession-resistant.
Equity LifeStyle Properties, Inc. (ELS) Q2 2025 Earnings Call Transcript — Neutral
ELS Seeking Alpha — July 22, 2025Equity LifeStyle Properties, Inc. (NYSE:ELS ) Q2 2025 Earnings Conference Call July 22, 2025 11:00 AM ET Company Participants Marguerite M. Nader - CEO & Non-Independent Vice Chairman Patrick Waite - President & COO Paul Seavey - Executive VP & CFO Conference Call Participants Bradley Barrett Heffern - RBC Capital Markets, Research Division David Segall - Green Street Advisors, LLC, Research Division Eric Jon Wolfe - Citigroup Inc., Research Division James Colin Feldman - Wells Fargo Securities, LLC, Research Division Jana Galan - BofA Securities, Research Division Jason Adam Wayne - Barclays Bank PLC, Research Division John P.
FOSL Upgraded to Outperform Amid Turnaround Plan, Margin Gains — Positive
FOSL Zacks Investment Research — July 22, 2025Fossil's rating upgrade reflects early success in its turnaround plan, improved margins and renewed brand energy.
Block Stock Rises 24.7% in a Month: What This Means for Investors — Positive
XYZ Zacks Investment Research — July 22, 2025XYZ's 24.7% stock surge and S&P 500 debut highlight its fintech strength and growing investor confidence.
DR Horton Stock Soars on Earnings. Why That's Good News for This Home Builder ETF. — Positive
DHI Barrons — July 22, 2025Falling treasury yields could also give the sector a boost.
TTM (TTMI) Surges 5.4%: Is This an Indication of Further Gains? — Positive
TTMI Zacks Investment Research — July 22, 2025TTM (TTMI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Tenet Beats Q2 Earnings on Strong Patient Volumes, Hikes '25 EPS View — Positive
THC Zacks Investment Research — July 22, 2025THC's Q2 earnings benefit on the back of strong volumes, facility buyouts, higher acuity and favorable payer mix. It currently expects 2025 adjusted EPS within $15.55-$16.21, up from the earlier view of $11.99-$13.12.
Independent Bank Corporation Announces Quarterly Cash Dividend on Common Stock — Neutral
IBCP GlobeNewsWire — July 22, 2025GRAND RAPIDS, Mich., July 22, 2025 (GLOBE NEWSWIRE) -- Independent Bank Corporation (NASDAQ: IBCP), the holding company of Independent Bank, a Michigan-based community bank, announced that today its Board of Directors declared a quarterly cash dividend on its common stock of 26 cents per share. This dividend is payable on August 15, 2025, to shareholders of record on August 5, 2025.
Double-Checking The Credit Rating (Part 6): Simon Property Group — Neutral
SPG Seeking Alpha — July 22, 2025Simon Property Group is a stable, large-cap REIT with strong assets but moderate risk due to high debt and low coverage ratios. After detailed analysis and market adjustments, I assign SPG a Baa3 investment-grade credit rating, reflecting its financial health and risk profile. SPG's preferred stock (SPG.PR.J) is currently overvalued; I do not recommend buying unless the price drops below $52 for a better yield to call.
Fed Chair Powell's future and Fed independence, Tesla opens a retro-futuristic diner in California — Neutral
TSLA Yahoo Finance — July 22, 2025Market Catalyst anchor Julie Hyman breaks down the latest financial news for July 22, 2025. US Treasury Secretary Scott Bessent commented that he does not see a reason for Fed Chair Powell to step down.
GM says EVs are its 'North Star' as legacy automaker chases Tesla — Positive
GM TSLA CNBC — July 22, 2025While Tesla remains the No. 1 electric vehicle manufacturer in the U.S. by far, General Motors said it has secured the No.
Oracle and OpenAI add 4.5GW data center capacity. Here's the upside for Oracle — Positive
ORCL CNBC Television — July 22, 2025CNBC's Kristina Partsinevelos joins ‘Money Movers' to discuss OpenAI and Oracle's new 4.5GW data center expansion.
