Commercial Metals (CMC) Up 7.3% Since Last Earnings Report: Can It Continue? — Positive
CMC Zacks Investment Research — July 23, 2025Commercial Metals (CMC) reported earnings 30 days ago. What's next for the stock?
UK regulator seeks special status for Apple and Google that could mandate changes for Big Tech — Negative
AAPL GOOG GOOGL TechXplore — July 23, 2025Britain's antitrust watchdog has proposed labeling Google's and Apple's mobile ecosystems with "strategic market status," which would mandate changes at the Big Tech companies to improve competition.
Gold sees heavy profit taking after hitting 5-week high overnight — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — July 23, 2025Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York.
Unisys Announces Dates of Second-Quarter 2025 Financial Results and Conference Call, and Participation in Upcoming Investor Conferences — Neutral
UIS PRNewsWire — July 23, 2025BLUE BELL, Pa. , July 23, 2025 /PRNewswire/ -- Unisys (NYSE: UIS) announced it will release its second-quarter 2025 financial results on Wednesday, July 30, 2025, after the close of trading on the New York Stock Exchange.
Weatherford International plc (WFRD) Q2 2025 Earnings Call Transcript — Neutral
WFRD Seeking Alpha — July 23, 2025Weatherford International plc (NASDAQ:WFRD ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Anuj Dhruv - Executive VP & CFO Girishchandra K. Saligram - President, CEO & Director Luke Michael Lemoine - Senior VP of Corporate Development & Investor Relations Conference Call Participants Atidrip Modak - Goldman Sachs Group, Inc., Research Division Derek John Podhaizer - Piper Sandler & Co., Research Division Douglas Lee Becker - Capital One Securities, Inc., Research Division J.
Sony explores sale of cellular chipsets business, sources say — Neutral
SONY Reuters — July 23, 2025Sony Group is exploring a sale of its unit that provides cellular chipsets for connected devices, as the group shifts its focus to the entertainment segment, according to three people familiar with the matter.
TE Connectivity plc (TEL) Q3 2025 Earnings Call Transcript — Neutral
TEL Seeking Alpha — July 23, 2025TE Connectivity plc (NYSE:TEL ) Q3 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Heath A. Mitts - CFO, Executive VP & Executive Director Sujal Shah - Vice President of Investor Relations Terrence R.
Applied Materials' R&D Investment is Climbing: Can it Deliver Results? — Positive
AMAT Zacks Investment Research — July 23, 2025AMAT ramps up R&D with new partnerships and a major innovation hub, aiming to boost chipmaking breakthroughs and margins.
Dynex Capital Q2 Earnings: Staying Bullish, Despite P&L Concerns — Positive
DX Seeking Alpha — July 23, 2025Dynex's Q2 results were mixed. The mREIT reported higher net interest income, offset by a net loss and a lower book value per share. An at-the-money share issuance program provided a buffer to Dynex's losses. However, the sustainability thereof might be called into question if Dynex's P&L doesn't improve. We hold a positive rates outlook with the idea that rates will fall at both the shorter and longer end, translating into bullish steepening.
GE Vernova Inc. (NYSE:GEV ) Q2 2025 Earnings Conference Call July 23, 2025 7:30 AM ET Company Participants Kenneth S. Parks - Chief Financial Officer Michael Jay Lapides - Vice President of Investor Relations Scott L.
Is This the 1 Nuclear Stock Powering AI's Future to Buy on Every Dip? — Positive
OKLO 24/7 Wall Street — July 23, 2025Key Points in This Article: Oklo's (OKLO) Aurora reactors use recycled nuclear waste, targeting AI data centers and defense.
Mexico's Televisa cuts 2025 investment budget, shares trim gains — Negative
TV Reuters — July 23, 2025Mexico's largest broadcaster Grupo Televisa announced on Wednesday a reduction in its capital expenditure for 2025, lowering it to $600 million from the $665 million previously disclosed.
Oklo and Liberty Energy just announced a strategic collaboration to create integrated power solutions for customers with high energy demands.
CrowdStrike Named a Leader and Fast Mover in the 2025 GigaOm Radar Report for Identity Security Posture Management (ISPM) — Neutral
CRWD Business Wire — July 23, 2025AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader and Fast Mover in the 2025 GigaOm Radar Report for Identity Security Posture Management (ISPM). The report recognized CrowdStrike as the most complete Platform Play, scoring highest of all vendors in Emerging Features, with perfect 5/5 scores in Non-Human and Machine Identities Posture and Generative AI for Identity Insights. CrowdStrike also received perfect 5/5 scores in Key Features and Busi.
Avino Silver Q2 Silver-Equivalent Production Increases 5% Y/Y — Neutral
ASM Zacks Investment Research — July 23, 2025ASM's Q2 silver-equivalent output rises 5% Y/Y to 645,602 oz, fueled by record mill throughput, and higher gold and copper volumes.
What's Behind Opendoor Technologies' Rally? Is Meme Mania Back? — Positive
OPEN MarketBeat — July 23, 2025The term "meme mania" emerged when companies with no apparent reason to rally began to reach stratospheric valuations, making millionaires overnight with no connection to their fundamentals. Four years later, this meme stock sentiment is starting to resurface.
Veeco: Undervalued, Despite Critical Role In AI And Advanced Semiconductor Manufacturing — Positive
VECO Seeking Alpha — July 23, 2025Veeco's strategic pivot to advanced packaging, GAA, and EUV infrastructure aligns it with secular semiconductor trends, driving multi-year growth and margin expansion. Strong pipeline conversion, Tier 1 customer wins, and differentiated platforms like LSA and IBD300 underpin revenue visibility and position Veeco for outsized growth. Despite temporary margin headwinds from tariffs and logistics, operational discipline and favorable product mix support a robust margin expansion outlook from FY26 onward.
Tradeweb generates close to 50% FCF margins, has zero debt, and a huge market share in electronic bond and rates trading. Its fee model, tied to trading volumes, provides a natural inflation hedge and strong operating leverage as the market expands globally. Global debt levels and trading activity are at all-time highs, supporting fast revenue growth and margin expansion.
MDST: Active Midstream ETF, Double-Digit Distribution Yield, Below-Average Returns — Positive
MDST Seeking Alpha — July 23, 2025MDST is an actively-managed, midstream energy ETF selling covered calls. MDST's 10.2% distribution yield is incredibly strong, but its covered call strategy caps upside and leads to underperformance in bull markets. The fund compares unfavorably to other midstream energy funds, and covered call funds, on several important metrics.
ManpowerGroup Stock Improves 5% Since Q2 Earnings Beat — Positive
MAN Zacks Investment Research — July 23, 2025MAN tops Q2 EPS and revenue estimates, but a 40% profit drop and an operating loss weigh on sentiment.