Packaging Corp Earnings Surpass Estimates in Q2, Sales Rise Y/Y — Positive

PKG   Zacks Investment Research — July 24, 2025

PKG registers a 13% Y/Y EPS jump in Q2 as higher prices and mix boost results across both segments.

image for news Packaging Corp Earnings Surpass Estimates in Q2, Sales Rise Y/Y

What Will Tesla's Lower-Cost Model Look Like? — Negative

TSLA   Bloomberg Technology — July 24, 2025

On Tesla's earnings call, Truist Analyst William Stein was unable to get an answer about the design for the company's new lower-cost EV. Stein explains why that matters and reacts to Elon Musk's warning of a few “rough quarters ahead” on “Bloomberg Tech.

image for news What Will Tesla's Lower-Cost Model Look Like?

Berkshire Hills Bancorp, Inc. (BHLB) Q2 2025 Earnings Call Transcript — Neutral

BHLB   Seeking Alpha — July 24, 2025

Berkshire Hills Bancorp Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Kevin Conn - Senior Vice President of Investor Relations & Corporate Development Nitin Mhatre - President, CEO & Director Sean Gray - President & COO Brett Brbovic - Chief Accounting Officer, Executive VP & CFO Gregory Lindenmuth - Senior EVP & Chief Risk Officer Conference Call Participants Laura Havener Hunsicker - Seaport Research Partners Operator Thank you for standing by. My name is Carly, and I will be your conference operator today.

image for news Berkshire Hills Bancorp, Inc. (BHLB) Q2 2025 Earnings Call Transcript

FTI Consulting, Inc. (FCN) Q2 2025 Earnings Call Transcript — Neutral

FCN   Seeking Alpha — July 24, 2025

FTI Consulting, Inc. (NYSE:FCN ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Ajay Sabherwal - Chief Financial Officer Mollie Hawkes - Head of Marketing, Communications & Investor Relations Steven H. Gunby - CEO & Chairman Conference Call Participants Andrew Owen Nicholas - William Blair & Company L.L.C.

image for news FTI Consulting, Inc. (FCN) Q2 2025 Earnings Call Transcript

Dover Surpasses Q2 Earnings & Revenue Estimates, Raises '25 View — Positive

DOV   Zacks Investment Research — July 24, 2025

DOV lifts 2025 outlook after Q2 earnings and revenue top estimates, fueled by margin gains and strong bookings.

image for news Dover Surpasses Q2 Earnings & Revenue Estimates, Raises '25 View

Nvidia's tech AI chips threat — Negative

NVDA   CNBC Television — July 24, 2025

CNBC's Kristina Partsinevelos, joins 'The Exchange' to discuss Broadcom getting a CapEx boost from Google.

image for news Nvidia's tech AI chips threat

Quanex Building Products: Strong Upside Is Justified Given Key Metrics — Positive

NX   Seeking Alpha — July 24, 2025

Quanex shares have plunged post-acquisition, but I now see the stock as deeply undervalued, and I upgrade my rating to "Strong Buy." Despite short-term profit pressures from the Tyman acquisition, adjusted cash flow and EBITDA are improving, and management's 2025 outlook is robust. The company is trading at a significant discount to peers, with strong long-term growth potential driven by housing deficits and renovation trends.

image for news Quanex Building Products: Strong Upside Is Justified Given Key Metrics

New Gold to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive

NGD   Zacks Investment Research — July 24, 2025

NGD eyes Q2 earnings surge with gold output set to rise 4-26% and prices up 41% from last year's quarter.

image for news New Gold to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising — Positive

APP   Zacks Investment Research — July 24, 2025

APP's AI engine Axon 2 has driven massive ad growth, but a lofty valuation and slowing momentum now test investor confidence.

image for news Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising

RNR Q2 Earnings Beat on Strong Property Underwriting Results — Positive

RNR   Zacks Investment Research — July 24, 2025

RenaissanceRe's Q2 earnings benefit from strong Property underwriting results and lower net claims and claim expenses incurred, partly offset by declining net premiums earned in the Casualty & Specialty unit.

image for news RNR Q2 Earnings Beat on Strong Property Underwriting Results

Union Pacific Corporation (UNP) Q2 2025 Earnings Call Transcript — Neutral

UNP   Seeking Alpha — July 24, 2025

Union Pacific Corporation (NYSE:UNP ) Q2 2025 Earnings Conference Call July 24, 2025 8:45 AM ET Company Participants Eric J. Gehringer - Executive Vice President of Operations Jennifer L.

image for news Union Pacific Corporation (UNP) Q2 2025 Earnings Call Transcript

Blackstone Inc. (BX) Q2 2025 Earnings Call Transcript — Neutral

BX   Seeking Alpha — July 24, 2025

Blackstone Inc. (NYSE:BX ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Jonathan D. Gray - General Partner, President, COO & Director Michael S.

image for news Blackstone Inc. (BX) Q2 2025 Earnings Call Transcript

Essential Properties Realty Trust, Inc. (NYSE:EPRT ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants A. Joseph Peil - Executive VP & Chief Investment Officer Mark E.

image for news Essential Properties Realty Trust, Inc. (EPRT) Q2 2025 Earnings Call Transcript

Northeast Community Bancorp (NECB) Q2 Earnings Top Estimates — Positive

NECB   Zacks Investment Research — July 24, 2025

Northeast Community Bancorp (NECB) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.97 per share a year ago.

image for news Northeast Community Bancorp (NECB) Q2 Earnings Top Estimates

D.R. Horton: Robust Operations And Liquidity Warrant An Upside — Positive

DHI   Seeking Alpha — July 24, 2025

Many homebuilders like D.R. Horton experience the softness in the housing market, but I don't think it will lead to a crash considering their cautious construction and low inventory. DHI takes advantage of its geographical diversification and inventory management to set a strategic pricing, attract demand, and stabilize operating costs. Its robust liquidity with only a 0.90x Net Debt/EBITDA ensures its sustainability.

image for news D.R. Horton: Robust Operations And Liquidity Warrant An Upside

Tappytoon Launches New BL Webtoon Series ‘Bullet Time' — Neutral

WBTN   Business Wire — July 24, 2025

LOS ANGELES--(BUSINESS WIRE)--Contents First, the company behind the global webtoon platform Tappytoon, announces the exclusive launch of its new original Boys' Love (BL) webtoon, Bullet Time. The series will begin serialization on July 25 on Tappytoon. Bullet Time is a Boys' Love (BL) webtoon depicting love and betrayal between a feral gangster and a cunning spy, set in Helltham, a neon-lit city of raging crime. The series follows Felix, a spy from law enforcement embedded in the Golden Bite g.

image for news Tappytoon Launches New BL Webtoon Series ‘Bullet Time'

GE Vernova Has The Most To Gain From Energy Policy Changes — Positive

GEV   Seeking Alpha — July 24, 2025

GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring revenue for GE Vernova. As the installed base grows through equipment sales, services sales should reflect a larger customer base.

image for news GE Vernova Has The Most To Gain From Energy Policy Changes

Third Coast Bancshares, Inc. (TCBX) Q2 2025 Earnings Call Transcript — Neutral

TCBX   Seeking Alpha — July 24, 2025

Third Coast Bancshares, Inc. (NASDAQ:TCBX ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Audrey A. Duncan - Senior EVP & Chief Credit Officer Bart O.

image for news Third Coast Bancshares, Inc. (TCBX) Q2 2025 Earnings Call Transcript

Empire State Realty Trust CEO: International demand was lower than expected — Negative

ESRT   CNBC Television — July 24, 2025

Anthony Malkin, Empire State Realty Trust CEO, joins 'The Exchange' to discuss the state of REITs, the shares falling on lower international demand and New York City Democratic Mayoral candidate Mamdani's potential impact on real estate in the city.

image for news Empire State Realty Trust CEO: International demand was lower than expected

Churchill Downs Incorporated (CHDN) Q2 2025 Earnings Call Transcript — Neutral

CHDN   Seeking Alpha — July 24, 2025

Churchill Downs Incorporated (NASDAQ:CHDN ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Marcia Ann Dall - Executive VP & CFO Sam Ullrich - Vice President of Investor Relations William C. Carstanjen - CEO & Director Conference Call Participants Barry Jonathan Jonas - Truist Securities, Inc., Research Division Benjamin Nicolas Chaiken - Mizuho Securities USA LLC, Research Division Brandt Antoine Montour - Barclays Bank PLC, Research Division Chad C.

image for news Churchill Downs Incorporated (CHDN) Q2 2025 Earnings Call Transcript