Verizon Communications Inc. (VZ) Q2 2025 Earnings Call Transcript — Neutral
VZ Seeking Alpha — July 21, 2025Verizon Communications Inc. Q2 2025 Earnings Conference Call July 21, 2025 8:30 AM ET Company Participants Anthony T. Skiadas - Executive VP & CFO Brady Connor - Senior Vice President of Investor Relations Hans E.

Microsoft SharePoint hack: An active cybersecurity incident could impact tens of thousands of servers — Negative
MSFT Fast Company — July 21, 2025On July 19, Microsoft alerted users that it was experiencing an active cyberattack on its SharePoint servers, which allow organizations to share and manage documents.

HII Summer Interns Research Top Use Cases for AI, Present Findings to Company Leadership — Neutral
HII GlobeNewsWire — July 21, 2025NEWPORT NEWS, Va., July 21, 2025 (GLOBE NEWSWIRE) -- HII's (NYSE: HII) summer interns are collaborating on a research project designed to investigate the top use cases for artificial intelligence in HII's corporate office.

Rosen Law Firm Encourages Vera Bradley, Inc. Investors to Inquire About Securities Class Action Investigation - VRA — Neutral
VRA PRNewsWire — July 21, 2025NEW YORK , July 21, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Vera Bradley, Inc. (NASDAQ: VRA) resulting from allegations that Vera Bradley may have issued materially misleading business information to the investing public. So What: If you purchased Vera Bradley securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, TRUSTED INVESTOR COUNSEL, Encourages PepGen Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – PEPG — Neutral
PEPG GlobeNewsWire — July 21, 2025NEW YORK, July 21, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of PepGen Inc. (NASDAQ: PEPG) between March 7, 2024 and March 3, 2025, both dates inclusive (the “Class Period”), of the important August 8, 2025 lead plaintiff deadline.

AVGO vs. OKTA: Which Enterprise Security Software Stock is a Buy? — Neutral
AVGO OKTA Zacks Investment Research — July 21, 2025Broadcom AVGO and Okta OKTA are key providers of security software solutions for enterprises. AVGO offers Endpoint Security (Symantec and Carbon Black), Network Security, Information Security, Application Security (Carbon Black) and Identity Security solutions.

Silicon Labs Announces Second Quarter 2025 Earnings Webcast — Neutral
SLAB PRNewsWire — July 21, 2025AUSTIN, Texas , July 21, 2025 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless, today announced that it plans to release second quarter 2025 financial results on Tuesday, August 5, 2025. An earnings conference call will follow the release at 7:30 a.m.

Outperforming Chip Stock Upgraded Before Earnings — Positive
TXN Schaeffers Research — July 21, 2025Texas Instruments Inc (NASDAQ:TXN) will report second-quarter earnings after the close tomorrow, July 22, in which analysts expect earnings of $1.35 per share and a 13.8% year-over-year increase in revenue to $4.35 billion.

ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Petco Health and Wellness Company, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – WOOF — Neutral
WOOF GlobeNewsWire — July 21, 2025NEW YORK, July 21, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Petco Health and Wellness Company, Inc. (NASDAQ: WOOF) between January 14, 2021 and June 5, 2025, both dates inclusive (the “Class Period”), of the important August 29, 2025 lead plaintiff deadline.

HDFC Bank Limited (HDB) Q1 2026 Earnings Call Transcript — Neutral
HDB Seeking Alpha — July 21, 2025HDFC Bank Limited (NYSE:HDB ) Q1 2026 Earnings Conference Call July 19, 2025 8:30 AM ET Company Participants Sashidhar Jagdishan - MD, CEO & Director Srinivasan Vaidyanathan - Chief Financial Officer Conference Call Participants Abhishek Murarka - HSBC Global Investment Research Chintan Joshi - Unidentified Company Kunal Shah - Citigroup Inc., Research Division Mahrukh Adajania - Nuvama Wealth Management Limited, Research Division Piran Engineer - CLSA Limited, Research Division Pranav Dheeraj Gundlapalle - Sanford C. Bernstein & Co., LLC.

Devon Energy's Stock Swoon: Could This Permian Producer Become A Prime M&A Target? — Neutral
DVN Seeking Alpha — July 21, 2025Devon Energy's stock has dropped 32% over the past year and its relatively small enterprise value (~$28.8 billion) may make it a prime takeover candidate. That said, Devon's Q1 report was solid, with production growing 22.7% on the heels of its Grayson Mill Energy acquisition and free cash flow generation of $1 billion. Devon is improving efficiencies, reducing debt, and expects $1 billion in annual cost savings by 2026, enhancing its appeal to potential buyers.

How Will Celsius Leverage Its Energy Drink Market Share in 2025? — Positive
CELH Zacks Investment Research — July 21, 2025CELH rides rising lifestyle trends with bold innovations, shelf gains and the Alani Nu boost driving energy market share.

Trump Media builds $2 billion bitcoin hoard, as crypto swells president's net worth — Positive
DJT CNBC — July 21, 2025Trump Media and Technology Group said it has accumulated roughly $2 billion in bitcoin and related asset, totaling about two-thirds of its total liquid assets. Shares of TMTG, which trades on the Nasdaq as DJT, popped as high as 9% when markets opened.

Cleveland-Cliffs Inc. (CLF) Q2 2025 Earnings Call Transcript — Neutral
CLF Seeking Alpha — July 21, 2025Cleveland-Cliffs Inc. (NYSE:CLF ) Q2 2025 Earnings Conference Call July 21, 2025 8:30 AM ET Company Participants C. Lourenco Goncalves - Chairman, President & CEO Celso L.

The crypto treasury firm hoping to be the 'MicroStrategy of Ether'. Here's a breakdown — Neutral
MSTR CNBC Television — July 21, 2025CNBC's Tanaya Macheel joins 'The Exchange' to discuss what's behind the Ether machine, crypto legislation and more.

Kohl's is deeply undervalued due to massive real estate holdings, with $5-$10 billion in assets largely unrecognized by the market. Short interest is extreme, creating potential for a short squeeze as fundamentals improve and shorts are forced to cover. Kohl's debt concerns are overblown; no major maturities until 2030, and recent SPV moves hint at unlocking hidden asset value.

Mercurity Fintech Holding Inc. Announces Pricing of Registered Direct Offering of $43.70 Million For Crypto Treasury Strategy — Neutral
MFH GlobeNewsWire — July 21, 2025NEW YORK, NY, July 21, 2025 (GLOBE NEWSWIRE) -- Mercurity Fintech Holding Inc. (NASDAQ: MFH) (“Mercurity” or the “Company”), a leading innovator in digital asset treasury and blockchain-enabled financial infrastructure, today announced that it has entered into securities purchase agreements with institutional investors for the purchase and sale of its ordinary shares (or pre-funded warrants to purchase ordinary shares) and warrants to purchase ordinary shares in a registered direct offering. The offering is intended to support the Company's crypto treasury strategy and its continued development of on-chain financial tools.

My 2 Highest-Conviction Investments Right Now — Positive
AEM AMLP B EPD ET GDX GLD NEM Seeking Alpha — July 21, 2025An investment must pass two key tests to qualify as a high conviction pick for me. I share my two highest conviction investments right now. I detail why they are my highest conviction investments.

Will the Commercial Risk Solutions Unit Aid Aon in Q2 Earnings? — Positive
AON Zacks Investment Research — July 21, 2025AON's Q2 results are expected to gain on new business growth in Commercial Risk Solutions and Health Solutions businesses, partly offset by escalating compensation and benefits costs.
