Will ONE Gas (OGS) Beat Estimates Again in Its Next Earnings Report? — Positive
OGS Zacks Investment Research — July 24, 2025ONE Gas (OGS) 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.
Will Penumbra (PEN) Beat Estimates Again in Its Next Earnings Report? — Positive
PEN Zacks Investment Research — July 24, 2025Penumbra (PEN) 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.
Will Progyny (PGNY) Beat Estimates Again in Its Next Earnings Report? — Positive
PGNY Zacks Investment Research — July 24, 2025Progyny (PGNY) 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.
Will Primerica (PRI) Beat Estimates Again in Its Next Earnings Report? — Positive
PRI Zacks Investment Research — July 24, 2025Primerica (PRI) 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.
Why Insight Enterprises (NSIT) is Poised to Beat Earnings Estimates Again — Positive
NSIT Zacks Investment Research — July 24, 2025Insight Enterprises (NSIT) 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.
Josh Brown's 'Best Stocks in the Market': CBOE Global Markets — Positive
CBOE CME HOOD IBKR CNBC Television — July 24, 2025Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to spotlight another name on his "Best Stocks in the Market."
Covenant Logistics Group, Inc. (CVLG) Q2 2025 Earnings Conference Call Transcript — Neutral
CVLG Seeking Alpha — July 24, 2025Covenant Logistics Group, Inc. (NYSE:CVLG ) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company Participants David Ray Parker - Chairman of the Board & CEO James S. Grant - Executive VP & CFO M.
D.R. Horton: Downgrade To Sell Because Demand Outlook Has Turned For The Worse — Negative
DHI Seeking Alpha — July 24, 2025Downgrading DHI to sell as affordability pressures and cautious consumer sentiment are clearly hurting demand, margins, and backlog. Management's increased use of incentives and shift to lower-priced homes signal demand is being bought, not organic, pressuring long-term profitability. Stock trades at 12x forward PE, well above historical mid-cycle multiples, despite deteriorating fundamentals and weakening demand outlook.
Verisk Sets Precedent as First to Complete Wildfire Catastrophe Model Review Process in California for Insurance Ratemaking — Neutral
VRSK GlobeNewsWire — July 24, 2025Milestone underscores Verisk's leadership in modeling and regulatory collaboration to support insurance-driven resilience for property owners and communities Milestone underscores Verisk's leadership in modeling and regulatory collaboration to support insurance-driven resilience for property owners and communities
Vertiv and Oklo CEOs on new partnership to power data centers — Positive
OKLO VRT CNBC Television — July 24, 2025Frank Holland speaks with Vertiv CEO Gio Albertazzi and Oklo CEO Jacob DeWitte about a new agreement between the companies focused on creating power and heat management solutions for data centers and other digital infrastructure.
Musk Tells Tesla Investors to Focus on a Future Filled With Robots — Neutral
TSLA WSJ — July 24, 2025Tesla points out early progress on robotaxis and bots, as revenue from electric vehicles plummets.
This New ETF Mitigates Concentration Risk in the S&P 500 — Positive
SPY VOO SPXD ETF Trends — July 24, 2025While investors may look to the vaunted S&P 500 for broad-based equities exposure through associated ETFs like the SPDR S&P 500 ETF Trust (SPY) or Vanguard S&P 500 ETF (VOO), they might be seeking even further diversification that mitigates concentration risk.
I recommend IYG for its strong exposure to digital payment growth, led by Visa and Mastercard, and minimal insurance company risk. IYG's concentrated portfolio in payment processors and top banks positions it to benefit from digitalization and potential rate cuts in 2025. Despite a higher expense ratio, IYG's historical outperformance and focus on capital appreciation justify the premium over peers like XLF and FNCL.
Can StoneCo's Software Divestment Unlock MSMB-Focused Growth? — Positive
STNE Zacks Investment Research — July 24, 2025StoneCo's sale of major software assets sharpens its MSMB focus as bundling, PIX and deposits drive momentum.
FAF's Q2 Earnings Beat on Solid Commercial Business, Investment Income — Positive
FAF Zacks Investment Research — July 24, 2025FAF posts 20% EPS growth and 14% revenue gain in Q2 2025, driven by higher premiums, escrow fees, and investment income.
Wolverine (WWW) Surges 7.2%: Is This an Indication of Further Gains? — Positive
WWW Zacks Investment Research — July 24, 2025Wolverine (WWW) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Popular Q2 Earnings Beat on Strong NII & Fee Income Growth Y/Y — Positive
BPOP Zacks Investment Research — July 24, 2025BPOP posts strong Q2 results as NII and fee income lift EPS to $3.09, beating estimates and rising 26% year over year.
Popular: An Attractively Priced Bet On Puerto Rico's Economy — Positive
BPOP Seeking Alpha — July 24, 2025Popular is a regional bank with 80% of its assets deployed in Puerto Rico. The bank's loan-to-deposit ratio stands at only 57%, with excess funds deployed in the bank's investment securities portfolio. EPS improved both Y/Y and Q/Q, benefiting from an improvement in the net interest margin, share repurchases, and low loan loss provisions.
Nvidia AI chips worth $1B smuggled into China after Trump imposed US export controls: report — Neutral
NVDA New York Post — July 24, 2025At least $1 billion in Nvidia computer chips were smuggled into China in the three-months span after President Trump imposed export controls on the cutting-edge chips, according to a bombshell report Thursday.
SunLink Health Systems, Inc. Provides Update on Special Cash Dividend Scheduled to Be Paid Prior to SunLink's Proposed Merger with Regional Health Properties, Inc. — Neutral
SSY Business Wire — July 24, 2025ATLANTA--(BUSINESS WIRE)--SunLink Health Systems, Inc. (NYSE American: SSY) today issued the following update with respect to its scheduled $0.10 per share special cash dividend approved by SunLink's Board of Directors and previously announced on July 18, 2025 (the “Special Cash Dividend”). SunLink understands that trades of SunLink common stock entered into during the period (the “due bill period”) beginning July 29, 2025 (the record date for the Special Cash Dividend) and through July 30, 202.