Fox: Mastering Secular Headwinds Via Capital Discipline — Positive

FOX  FOXA   Seeking Alpha — July 24, 2025

Fox Corp is a resilient cash cow, leveraging premium brands like Fox News and Fox Sports, with disciplined capital returns. Despite secular headwinds, FOX maintains a solid ROIC above its cost of capital, trades at attractive multiples, and returns excess cash via dividends and buybacks. Upcoming FQ4 results may show stable or improving margins post-Super Bowl, with Tubi growth and cable stability offsetting margin compression risks.

image for news Fox: Mastering Secular Headwinds Via Capital Discipline

Earnings Estimates Moving Higher for Revolve Group (RVLV): Time to Buy? — Positive

RVLV   Zacks Investment Research — July 24, 2025

Revolve Group (RVLV) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Moving Higher for Revolve Group (RVLV): Time to Buy?

Earnings Estimates Rising for Zions (ZION): Will It Gain? — Positive

ZION   Zacks Investment Research — July 24, 2025

Zions (ZION) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for Zions (ZION): Will It Gain?

LOS ANGELES, July 24, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming September 12, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Biohaven Ltd. (“Biohaven” or the “Company”) (NYSE: BHVN) securities between March 24, 2023 and May 14, 2025, inclusive (the “Class Period”).

image for news Deadline Alert: Biohaven Ltd. (BHVN) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit

West Fraser Timber Co. Ltd. (WFG) Q2 2025 Earnings Call Transcript — Neutral

WFG   Seeking Alpha — July 24, 2025

West Fraser Timber Co. Ltd. (NYSE:WFG ) Q2 2025 Earnings Conference Call July 24, 2025 11:30 AM ET Company Participants Christopher A.

image for news West Fraser Timber Co. Ltd. (WFG) Q2 2025 Earnings Call Transcript

Weis Markets: Safe, Boring, And Priced For What It Is — Positive

WMK   Seeking Alpha — July 24, 2025

Weis Markets is a conservative, family-run grocer with a strong balance sheet, consistent dividends, and a focus on steady, low-risk growth. Revenue and same-store sales growth are modest, with most expansion coming from small acquisitions and organic growth in core Mid-Atlantic markets. Capital allocation is cautious, with limited buybacks and slow dividend growth, despite ample free cash flow and investment income outperforming core operations.

image for news Weis Markets: Safe, Boring, And Priced For What It Is

How Should Investors Approach MIR Stock Before Q2 Earnings? — Negative

MIR   Zacks Investment Research — July 24, 2025

MIR's Q2 results may ride on nuclear demand and medical growth, but trade risks could be a dampener.

image for news How Should Investors Approach MIR Stock Before Q2 Earnings?

Tesla Q2 Earnings Surpass Expectations, Revenues Decline Y/Y — Positive

TSLA   Zacks Investment Research — July 24, 2025

TSLA beats Q2 EPS estimates despite a 12% revenue drop, falling deliveries, and weaker automotive margins.

image for news Tesla Q2 Earnings Surpass Expectations, Revenues Decline Y/Y

COMPLETE DIGITAL CATALOG FOR AUGUST 13-14 AUCTION NOW AVAILABLE | TWO-DAY SALE FEATURES HIGHLY DESIRABLE COLLECTOR CARS ACROSS TODAY'S MOST ACTIVE MARKET CATEGORIES COMPLETE DIGITAL CATALOG FOR AUGUST 13-14 AUCTION NOW AVAILABLE | TWO-DAY SALE FEATURES HIGHLY DESIRABLE COLLECTOR CARS ACROSS TODAY'S MOST ACTIVE MARKET CATEGORIES

image for news MASERATI MC12 STRADALE SUPERCAR LEADS BROAD ARROW'S MONTEREY JET CENTER AUCTION OFFERING

Mastercard Q2 Preview: All Eyes On Stablecoins — Positive

MA   Seeking Alpha — July 24, 2025

Mastercard is evolving into a hybrid digital-traditional finance infrastructure, with 40% of revenue from high-margin, value-added services like AI, cybersecurity, and digital identity. My investment thesis: Mastercard's optionality in stablecoins, AI, and real-time payments is underappreciated, offering rerating potential beyond its 'boring' premium reputation. Risks include regulatory scrutiny and stablecoin disruption, but Mastercard's proactive partnerships and adaptability position it to turn threats into growth opportunities.

image for news Mastercard Q2 Preview: All Eyes On Stablecoins

Company shares have tumbled since December, when UnitedHealthcare CEO Brian Thompson was fatally shot in midtown Manhattan.

image for news UnitedHeath shares fall after health-care giant admits DOJ fraud probe into Medicare business

SentinelOne: Palo Alto Bonus — Positive

PANW  S   Seeking Alpha — July 24, 2025

SentinelOne jumped on rumors of a potential bid from Palo Alto Networks. A potential $10 billion acquisition by Palo Alto Networks would be a bonus to shareholders. SentinelOne is turning profitable, forecasting 22% sales growth and positive margins, yet trades at a significant discount to slower-growing peers.

image for news SentinelOne: Palo Alto Bonus

TSMC: A Hedge Fund Favorite That Could Be Headed to $290 — Positive

TSM   24/7 Wall Street — July 24, 2025

Though we've only gotten a small glimpse of the second-quarter moves made by the smart money crowd, it's looking like shares of Taiwan Semiconductor (NYSE:TSM) are an early favorite among a number of hedge funds.

image for news TSMC: A Hedge Fund Favorite That Could Be Headed to $290

Sonic Automotive, Inc. (SAH) Q2 2025 Earnings Call Transcript — Neutral

SAH   Seeking Alpha — July 24, 2025

Sonic Automotive, Inc. (NYSE:SAH ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Danny Wieland - Vice President of Investor Relations & Financial Reporting David Bruton Smith - CEO & Chairman Frank Jeff Dyke - President & Director Thomas Keen - Chief Operating Officer Conference Call Participants Christopher Alan Pierce - Needham & Company, LLC, Research Division Jeffrey Francis Lick - Stephens Inc., Research Division Patrick Neil Buckley - Jefferies LLC, Research Division Rajat Gupta - JPMorgan Chase & Co, Research Division Operator Good morning, and welcome to the Sonic Automotive Second Quarter 2025 Earnings …

image for news Sonic Automotive, Inc. (SAH) Q2 2025 Earnings Call Transcript

Calls of the Day: Palo Alto Networks and Spotify — Neutral

PANW  SPOT   CNBC Television — July 24, 2025

The Investment Committee debate the latest Calls of the Day.

image for news Calls of the Day: Palo Alto Networks and Spotify

Amarin Gears Up to Report Q2 Earnings: Here's What to Expect — Neutral

AMRN   Zacks Investment Research — July 24, 2025

AMRN braces up for second-quarter results as U.S. Vascepa sales are likely to slide, while growth in the EU looks imminent.

image for news Amarin Gears Up to Report Q2 Earnings: Here's What to Expect

Why Carvana (CVNA) is Poised to Beat Earnings Estimates Again — Positive

CVNA   Zacks Investment Research — July 24, 2025

Carvana (CVNA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Carvana (CVNA) is Poised to Beat Earnings Estimates Again

Why Vital Farms (VITL) is Poised to Beat Earnings Estimates Again — Positive

VITL   Zacks Investment Research — July 24, 2025

Vital Farms (VITL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Vital Farms (VITL) is Poised to Beat Earnings Estimates Again

Will ResMed (RMD) Beat Estimates Again in Its Next Earnings Report? — Positive

RMD   Zacks Investment Research — July 24, 2025

ResMed (RMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will ResMed (RMD) Beat Estimates Again in Its Next Earnings Report?

Will Brinker International (EAT) Beat Estimates Again in Its Next Earnings Report? — Positive

EAT   Zacks Investment Research — July 24, 2025

Brinker International (EAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will Brinker International (EAT) Beat Estimates Again in Its Next Earnings Report?