My high-conviction bullish view on Taiwan Semiconductor Manufacturing Company Limited aka TSMC has reaped great rewards. But after Q2 FY25 results, I am not as enthusiastic now. TSMC is seeing red-hot demand driven by high-performance computing needs, but due to capacity constraints, we can't expect commensurate growth. Usually, high demand and limited capacity leads to margin improvements via higher pricing. But not in this case as overseas fabs and a strong FX headwind may offset pricing gains.

Acme United Corporation (NYSE:ACU ) Q2 2025 Earnings Conference Call July 23, 2025 12:00 PM ET Company Participants Walter Johnsen - Chairman of the Board & CEO Paul Driscoll - VP, CFO, Secretary & Treasurer Conference Call Participants Jim Marrone - Singular Research, LLC Timothy Call - The Capital Management Corporation Georgy Vashchenko - Freedom Broker Operator Good day, and welcome to the Acme United Corporation Second Quarter 2025 Financial Results Conference Call. At this time, I would like to turn the call over to Walter Johnson, Chairman and CEO.

EQT Corporation (NYSE:EQT ) Q2 2025 Earnings Conference Call July 23, 2025 10:00 AM ET Company Participants Cameron Horwitz - Managing Director of Investor Relations & Strategy Toby Rice - President, CEO & Director Jeremy Knop - Chief Financial Officer Conference Call Participants Douglas George Blyth Leggate - Wolfe Research, LLC Devin McDermott - Morgan Stanley, Research Division Arun Jayaram - JPMorgan Chase & Co, Research Division Neil Mehta - Goldman Sachs Group, Inc., Research Division Kaleinoheaokealaula Akamine - BofA Securities, Research Division Joshua Silverstein - UBS Investment Bank, Research Division Wei Jiang - Barclays Bank PLC, Research Division Phillip …

Amazon is reportedly acquiring Bee, a company that makes an artificial intelligence (AI)-powered bracelet that transcribes the user's conversations, makes them searchable and uses that content to create resources such as a to-do list.

Accounts for teenagers using Instagram and Facebook will be getting new protections for direct messages and more.

Cipher Mining (CIFR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Talos Energy is undervalued, with strong production growth, robust free cash flow, and disciplined capital allocation, despite a 30% stock price decline. Key projects like Sunspear and Katmai, strategic acquisitions, and a healthy balance sheet position Talos for long-term upside potential. Talos trades at deep discounts on EV/EBITDA and sales metrics versus peers, with Wall Street and insider buying signaling confidence.

The U.S. dollar index has experienced its worst half-year in decades. There are compelling reasons to believe this trend could continue. We look at VYMI and discuss whether it could serve as a good hedge against a further dollar decline for dividend investors.

SEMrush (SEMR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Vicor Corporation's Q2 results were boosted by a one-time $45M legal win, not by core business growth, which remains modest and order backlog is shrinking. Patent victories and new power-conversion tech strengthen Vicor's long-term prospects, but meaningful EV and AI revenue is still years away. Valuation remains high, with VICR stock pricing in flawless execution and rapid growth; current fundamentals don't justify this optimism yet.

Join Sysco Chairman and CEO Kevin Hourican, elected officials and customers at the opening of the 6th operating facility in Florida Join Sysco Chairman and CEO Kevin Hourican, elected officials and customers at the opening of the 6th operating facility in Florida

FlexShares Quality Dividend Defensive Index Fund ETF has a portfolio of 127 dividend stocks based on a quality score and beta optimization. QDEF has underperformed the benchmark, several competitors, and is less liquid than QDF, which implements a similar strategy. VIG, DGRO, and DGRW offer better returns, Sharpe ratios, trading volumes, and lower fees.

RF Industries (RFIL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Uber's determination to emerge as the ride-share/robo-taxi platform market leader has been exemplified by the growing partnerships with Waymo, Lucid, and Volkswagen, amongst others. For now, the company remains more than well capitalized to embark on the ambitious autonomous investments, thanks to the richer Free Cash Flow generations and stable balance sheet health. Uber's key differentiator will be the well-diversified mobility offerings across ride-share, grocery/ food deliveries, freight/ logistics, instant commerce, and advertising, amongst others.

General Dynamics Corporation (NYSE:GD ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Danny Deep - Executive Vice President of Global Operations Jason W. Aiken - Executive VP of Technologies, Combat & Mission Systems Kimberly A.

BankUnited, Inc. (NYSE:BKU ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Jacqueline Bravo - Corporate Participant Corporate Secretary - Corporate Participant Leslie N. Lunak - Chief Financial Officer Rajinder P.

MAA is a leading Sunbelt-focused REIT with a diversified portfolio and investment-grade credit ratings (A2–A3 equivalent). The company boasts strong asset coverage, low secured debt, and robust liquidity, supporting its solid credit profile. MAA's preferred stock (MAA.PR.I) currently offers a low yield to worst (1.47%), making it unattractive for new purchases.

Lamb Weston Holdings, Inc. (NYSE:LW ) Q2 2025 Earnings Call July 23, 2025 10:00 AM ET Company Participants Bernadette M. Madarieta - Chief Financial Officer Debbie Hancock - Vice President of Investor Relations Michael Jared Smith - President, CEO & Director Conference Call Participants Alexia Jane Burland Howard - Sanford C.

Hasbro says it has magic to thank for muting the impact of tariffs this quarter. More to the point, Magic the Gathering, the collectible card game from the company's Wizards of the Coast business, saw a 23% uptick in revenue, according to quarterly earnings released Wednesday (July 23).

MDB pushes deeper into enterprise and AI with a sharpened focus on subscriptions and global developer adoption.