Commercial Metals (CMC) Up 7.3% Since Last Earnings Report: Can It Continue? — Positive

CMC   Zacks Investment Research — July 23, 2025

Commercial Metals (CMC) reported earnings 30 days ago. What's next for the stock?

image for news Commercial Metals (CMC) Up 7.3% Since Last Earnings Report: Can It Continue?

Britain'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.

image for news UK regulator seeks special status for Apple and Google that could mandate changes for Big Tech

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, 2025

Jim 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.

image for news Gold sees heavy profit taking after hitting 5-week high overnight

BLUE 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.

image for news Unisys Announces Dates of Second-Quarter 2025 Financial Results and Conference Call, and Participation in Upcoming Investor Conferences

Weatherford International plc (WFRD) Q2 2025 Earnings Call Transcript — Neutral

WFRD   Seeking Alpha — July 23, 2025

Weatherford 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.

image for news Weatherford International plc (WFRD) Q2 2025 Earnings Call Transcript

Sony explores sale of cellular chipsets business, sources say — Neutral

SONY   Reuters — July 23, 2025

Sony 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.

image for news Sony explores sale of cellular chipsets business, sources say

TE Connectivity plc (TEL) Q3 2025 Earnings Call Transcript — Neutral

TEL   Seeking Alpha — July 23, 2025

TE 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.

image for news TE Connectivity plc (TEL) Q3 2025 Earnings Call Transcript

Applied Materials' R&D Investment is Climbing: Can it Deliver Results? — Positive

AMAT   Zacks Investment Research — July 23, 2025

AMAT ramps up R&D with new partnerships and a major innovation hub, aiming to boost chipmaking breakthroughs and margins.

image for news Applied Materials' R&D Investment is Climbing: Can it Deliver Results?

Dynex Capital Q2 Earnings: Staying Bullish, Despite P&L Concerns — Positive

DX   Seeking Alpha — July 23, 2025

Dynex'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.

image for news Dynex Capital Q2 Earnings: Staying Bullish, Despite P&L Concerns

GE Vernova Inc. (GEV) Q2 2025 Earnings Call Transcript — Neutral

GEV   Seeking Alpha — July 23, 2025

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.

image for news GE Vernova Inc. (GEV) Q2 2025 Earnings Call Transcript

Is This the 1 Nuclear Stock Powering AI's Future to Buy on Every Dip? — Positive

OKLO   24/7 Wall Street — July 23, 2025

Key Points in This Article: Oklo's (OKLO) Aurora reactors use recycled nuclear waste, targeting AI data centers and defense.

image for news Is This the 1 Nuclear Stock Powering AI's Future to Buy on Every Dip?

Mexico's Televisa cuts 2025 investment budget, shares trim gains — Negative

TV   Reuters — July 23, 2025

Mexico'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.

image for news Mexico's Televisa cuts 2025 investment budget, shares trim gains

Can Shares of Oklo Hit $75? — Positive

OKLO   24/7 Wall Street — July 23, 2025

Oklo and Liberty Energy just announced a strategic collaboration to create integrated power solutions for customers with high energy demands.

image for news Can Shares of Oklo Hit $75?

AUSTIN, 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.

image for news CrowdStrike Named a Leader and Fast Mover in the 2025 GigaOm Radar Report for Identity Security Posture Management (ISPM)

Avino Silver Q2 Silver-Equivalent Production Increases 5% Y/Y — Neutral

ASM   Zacks Investment Research — July 23, 2025

ASM's Q2 silver-equivalent output rises 5% Y/Y to 645,602 oz, fueled by record mill throughput, and higher gold and copper volumes.

image for news Avino Silver Q2 Silver-Equivalent Production Increases 5% Y/Y

What's Behind Opendoor Technologies' Rally? Is Meme Mania Back? — Positive

OPEN   MarketBeat — July 23, 2025

The 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.

image for news What's Behind Opendoor Technologies' Rally? Is Meme Mania Back?

Veeco'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.

image for news Veeco: Undervalued, Despite Critical Role In AI And Advanced Semiconductor Manufacturing

Tradeweb: High Quality Business At A Fair Price — Positive

TW   Seeking Alpha — July 23, 2025

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.

image for news Tradeweb: High Quality Business At A Fair Price

MDST 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.

image for news MDST: Active Midstream ETF, Double-Digit Distribution Yield, Below-Average Returns

ManpowerGroup Stock Improves 5% Since Q2 Earnings Beat — Positive

MAN   Zacks Investment Research — July 23, 2025

MAN tops Q2 EPS and revenue estimates, but a 40% profit drop and an operating loss weigh on sentiment.

image for news ManpowerGroup Stock Improves 5% Since Q2 Earnings Beat