PANW's AI Threat Defense Expands: Will Protect AI be the Game Changer? — Negative
PANW Zacks Investment Research — July 24, 2025Palo Alto Networks' Protect AI acquisition boosts Prisma AIRS with end-to-end model security as enterprise AI risks escalate.
Veeva's Vault Vision: Can It Thrive After Parting With Salesforce? — Positive
VEEV Zacks Investment Research — July 24, 2025VEEV stock climbs 36% YTD as it accelerates its shift off Salesforce, betting on Vault to power future growth in life sciences.
T-Mobile's Q2 Earnings Beat Estimates on Solid Revenues, Guidance Up — Positive
TMUS Zacks Investment Research — July 24, 2025TMUS posts strong second-quarter results with rising revenues, record postpaid growth and a raised 2025 outlook.
C3.ai Expands Beyond Oil: Is Diversification Paying Off? — Positive
AI Zacks Investment Research — July 24, 2025AI's 48% surge in non-oil revenue and major wins in 19 industries show its diversification strategy gaining real ground.
ExxonMobil vs. ConocoPhillips: Which Stock Looks Stronger Today? — Positive
COP XOM Zacks Investment Research — July 24, 2025XOM's diversified model, steady dividends and premium valuation give it an edge over upstream-focused COP.
INSERTING and REPLACING Gate Bioscience Enters into a Collaboration and License Agreement with Lilly to Discover and Develop Molecular Gate Medicines — Neutral
LLY Business Wire — July 24, 2025BRISBANE, Calif.--(BUSINESS WIRE)--Insert updated third paragraph, first sentence of release: Under the terms of the agreement, Gate will receive an upfront payment and equity investment and will be eligible to receive milestone payments upon achievement of certain development, regulatory, and commercial milestones, as well as tiered royalties on global net sales, with a total deal value up to $856 million. The updated release reads: GATE BIOSCIENCE ENTERS INTO A COLLABORATION AND LICENSE AGREE.
Pegasystems Analysts Boost Their Forecasts After Upbeat Q2 Earnings — Positive
PEGA Benzinga — July 24, 2025Pegasystems Inc. PEGA reported better-than-expected financial results for the second quarter, after the closing bell on Tuesday.
With a volume spike to 27 million shares, as compared to its daily average volume of 20.4 million, the OKLO stock is up about 12% to $75 a share.
PayPal Now Available Directly in Wix Payments Platform in US — Positive
PYPL WIX PYMNTS — July 24, 2025Wix and PayPal began rolling out a deeper integration that makes PayPal available directly in the Wix Payments platform.
WEX Inc. (NYSE:WEX ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants Jagtar Narula - Chief Financial Officer Melissa D. Smith - Chairman of the Board, President & CEO Steven Alan Elder - Senior Vice President of Global Investor Relations Conference Call Participants Andrew William Jeffrey - William Blair & Company L.L.C.
Elevance Health: CEO Buys As CareBridge Drives Strong Growth — Positive
ELV Seeking Alpha — July 24, 2025On July 18, the CEO bought $2.4MM worth, after the sell-off following the last earnings call. Carelon Services is growing fast, supported by the December acquisition of CareBridge. The aging population, the rising interest in well-being, and the potential expansion in Florida and Texas are a ray of light in the current gloomy context of the company.
Rollins, Inc. (NYSE:ROL ) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants s - Corporate Participant Jerry E. Gahlhoff - Principal Executive Officer, President, CEO & Director Kenneth D.
Revvity Q2 Preview: Can Strong Segments Deliver an Earnings Beat? — Positive
RVTY Zacks Investment Research — July 24, 2025RVTY is likely to see another earnings beat as Diagnostics momentum and Signals Software growth offset tariff headwinds.
Ameriprise Q2 Earnings Beat on Higher Revenues & AUM Growth — Positive
AMP Zacks Investment Research — July 24, 2025AMP beats Q2 earnings estimates as revenues climb 4% and AUM/AUA hit a record $1.58 trillion.
Otis Worldwide: Headwinds Result In New 52-Week Low. Is Price Decline A Buying Opportunity? — Negative
OTIS Seeking Alpha — July 24, 2025OTIS' Q2 earnings miss and revised 2025 outlook triggered a steep sell-off, with persistent headwinds, especially in China and New Equipment segment. Despite near-term volatility from tariffs and weak demand, OTIS' Uplift and China transformation programs should drive cost savings and future profitability. Dividend remains well-covered and buybacks continue, supporting shareholder returns even as free cash flow expectations are lowered.
Park Aerospace Corp. Announces the Retirement of Dale E. Blanchfield From the Company's Board of Directors — Neutral
PKE GlobeNewsWire — July 24, 2025NEWTON, Kan., July 24, 2025 (GLOBE NEWSWIRE) -- Park Aerospace Corp. (NYSE-PKE) announced the retirement of Dale E. Blanchfield from the Company's Board of Directors. Mr. Blanchfield served on Park's board since 2004. He also served as the Company's Lead Independent Director since 2012.
Tesla stock sinks following Q2 earnings, Trump warns of 15 to 50% tariffs — Negative
TSLA Yahoo Finance — July 24, 2025Morning Brief anchor Julie Hyman breaks down the latest market news for July 24, 2025. Tesla shares are falling after issuing a disappointing Q2 report.
SEI Investments Q2 Earnings Beat Estimates as Revenues & AUM Rise Y/Y — Positive
SEIC Zacks Investment Research — July 24, 2025SEIC posts a 70% y/y EPS surge and strong AUM growth in Q2, offset slightly by rising expenses and a revenue miss.
UDR Set to Report Q2 Earnings: What to Expect From the Stock? — Neutral
UDR Zacks Investment Research — July 24, 2025UDR readies to report Q2 earnings, with modest revenue growth expected, but FFO per share is likely to have remained flat year over year.
Celsius vs. PepsiCo: Which Beverage Stock Packs More Growth Ahead? — Positive
CELH PEP Zacks Investment Research — July 24, 2025Celsius Holdings, Inc. CELH and PepsiCo, Inc. PEP are two influential players in the beverage industry. While PepsiCo stands as a diversified multinational powerhouse with a vast portfolio spanning sodas, snacks and hydration products, Celsius Holdings is a fast-growing disruptor focused on functional, sugar-free energy drinks marketed to health-conscious consumers.