National Fuel Gas (NFG) 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.

Ametek (AME) 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.

ONE 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.

Penumbra (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.

Progyny (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.

Primerica (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.

Insight 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, 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. (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.

Downgrading 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.

Milestone 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

Frank 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.

Tesla points out early progress on robotaxis and bots, as revenue from electric vehicles plummets.

While 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.

StoneCo's sale of major software assets sharpens its MSMB focus as bundling, PIX and deposits drive momentum.

FAF posts 20% EPS growth and 14% revenue gain in Q2 2025, driven by higher premiums, escrow fees, and investment income.

Wolverine (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.

BPOP posts strong Q2 results as NII and fee income lift EPS to $3.09, beating estimates and rising 26% year over year.

Popular 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.