Minerals Technologies Inc. Releases 2024 Sustainability Report — Neutral

MTX   GlobeNewsWire — July 22, 2025

--- Achieved 11 out of 12 environmental targets a year ahead of goal --- --- Reduced Scope 1 emissions by 14% and Scope 2 emissions by 10% year over year ---

image for news Minerals Technologies Inc. Releases 2024 Sustainability Report

The Big 3: GOOGL, IVZ, NUE — Positive

GOOG  GOOGL   Schwab Network — July 22, 2025

Ahead of Alphabet's (GOOGL) earnings on Wednesday, Jessica Inskip labels ad spend as "the main winner" in A.I., which could benefit Alphabet's Google and YouTube platforms.

image for news The Big 3: GOOGL, IVZ, NUE

Travel + Leisure Co. Completes $300 Million Term Securitization — Neutral

TNL   Business Wire — July 22, 2025

ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) announced today it completed a term securitization transaction involving the issuance of $300 million in principal amount of asset-backed notes with an overall weighted average coupon of 5.10%. The advance rate for this transaction was 98.00%. “This transaction once again demonstrates the strength of our business model and our ability to continue to access capital,” said Erik Hoag, Chief Financial Officer of Travel + Leisure Co. “T.

image for news Travel + Leisure Co. Completes $300 Million Term Securitization

Starwood Property: Buy The Dip — Positive

STWD   Seeking Alpha — July 22, 2025

Starwood Property Trust's recent price dip boosts its dividend yield to 9.7%, offering an attractive entry point for income investors. STWD's diversified portfolio reduces risk versus pure-play commercial mortgage REITs heavily exposed to U.S. office. Strong capital commitments, successful asset resolutions at or above book value, and growth in data centers and affordable housing support the investment case.

image for news Starwood Property: Buy The Dip

Valmont Industries, Inc. (VMI) Q2 2025 Earnings Call Transcript — Neutral

VMI   Seeking Alpha — July 22, 2025

Valmont Industries, Inc. (NYSE:VMI ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants Avner M. Applbaum - CEO, President & Director Renee L.

image for news Valmont Industries, Inc. (VMI) Q2 2025 Earnings Call Transcript

Intuit Adds Agentic AI to Its Enterprise Suite — Positive

INTU   PYMNTS — July 22, 2025

QuickBooks maker Intuit added artificial intelligence agents to its Enterprise Suite. The agents are part of a larger expansion of the product that includes new automation and financial management capabilities for mid-market companies, according to a Tuesday (July 22) press release.

image for news Intuit Adds Agentic AI to Its Enterprise Suite

AstraZeneca to invest $50B in US to boost drug manufacturing and R&D — Positive

AZN   Proactive Investors — July 22, 2025

AstraZeneca PLC (LSE:AZN) has announced plans to invest $50 billion in the United States by 2030, marking the pharmaceutical giant's largest-ever investment in a single market. The UK-headquartered biopharmaceutical company said the investment will expand its domestic manufacturing and research footprint as it works toward a long-term revenue target of $80 billion annually, with half of that total expected to come from the US market.

image for news AstraZeneca to invest $50B in US to boost drug manufacturing and R&D

Honeywell Gears Up to Report Q2 Earnings: Is a Beat in Store? — Positive

HON   Zacks Investment Research — July 22, 2025

HON's Q2 2025 results are likely to gain on aerospace and energy strength, though automation softness could weigh on margins.

image for news Honeywell Gears Up to Report Q2 Earnings: Is a Beat in Store?

3 Stocks to Watch From the Booming Business Information Industry — Positive

IRM  TRU  UCL   Zacks Investment Research — July 22, 2025

Increased demand for risk mitigation, cost reduction and productivity improvement solutions will likely help the Zacks Business - Information Services industry prosper. IRM, TRU and UCL are well-positioned to benefit from this surge.

image for news 3 Stocks to Watch From the Booming Business Information Industry

Home Depot or FGI Industries: Where Should Investors Place Their Bets? — Positive

FGI  HD   Zacks Investment Research — July 22, 2025

HD leverages scale and omnichannel strength, while FGI bets on niche growth and digital innovation in home improvement.

image for news Home Depot or FGI Industries: Where Should Investors Place Their Bets?

Can Cameco Sustain Its Strong Revenue Growth Through 2025? — Neutral

CCJ   Zacks Investment Research — July 22, 2025

CCJ forecasts CAD 3.3-3.55 billion in 2025 revenues, fueled by pricing power and rising fuel services demand.

image for news Can Cameco Sustain Its Strong Revenue Growth Through 2025?

ABB vs. Rockwell: Which Industrial Automation Stock has Better Prospects? — Positive

ABBNY  ROK   Zacks Investment Research — July 22, 2025

ROK edges past ABBNY with a 29% stock surge and stronger digital automation momentum, despite higher valuation.

image for news ABB vs. Rockwell: Which Industrial Automation Stock has Better Prospects?

NXP Semiconductors N.V. (NXPI) Q2 2025 Earnings Call Transcript — Neutral

NXPI   Seeking Alpha — July 22, 2025

NXP Semiconductors N.V. (NASDAQ:NXPI ) Q2 2025 Earnings Conference Call July 22, 2025 8:00 AM ET Company Participants Jeff Palmer - Vice President of Investor Relations Kurt Sievers - CEO & Executive Director Rafael Sotomayor - President William J.

image for news NXP Semiconductors N.V. (NXPI) Q2 2025 Earnings Call Transcript

Wall Street analyst predicts 50% upside for this Nvidia rival — Positive

AMD   Finbold — July 22, 2025

Bernstein has raised its price target on Advanced Micro Devices (NASDAQ: AMD) to $140 from $95, citing the company's growing role in the artificial intelligence hardware race.

image for news Wall Street analyst predicts 50% upside for this Nvidia rival

TrustCo Bank Corp NY (TRST) Q2 2025 Earnings Call Transcript — Neutral

TRST   Seeking Alpha — July 22, 2025

TrustCo Bank Corp NY (NASDAQ:TRST ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants Kevin M. Curley - Executive VP & Chief Banking Officer Michael M.

image for news TrustCo Bank Corp NY (TRST) Q2 2025 Earnings Call Transcript

U.S. spirit sales plunge in Canada. Here's what we know — Negative

BF-A  BF-B  STZ  STZ-B   CNBC Television — July 22, 2025

CNBC's Brandon Gomez joins 'Money Movers' to discuss U.S. spirit sales plunge in Canada.

image for news U.S. spirit sales plunge in Canada. Here's what we know

Philip Morris Q2 Earnings Review And An (Un)-Expected Tailwind — Positive

PM   Seeking Alpha — July 22, 2025

Philip Morris International Inc. today reported solid results for the second quarter of 2025, with strong EPS growth and even a modest guidance increase. However, PM shares dropped by more than 10% in the initial reaction, likely and largely due to the somewhat high expectations previously fueled by management. Smoke-free products (IQOS and ZYN) continue to drive growth and offset the slight decline in traditional cigarette volumes.

image for news Philip Morris Q2 Earnings Review And An (Un)-Expected Tailwind

Exxon Mobil has begun negotiations with the Trinidad and Tobago government to explore for oil and gas in up to seven deepwater blocks off the East Coast of the Caribbean country, which the top U.S. oil producer left more than two decades ago, two sources close to the talks told Reuters.

image for news Exclusive: Exxon in talks with Trinidad for seven deepwater blocks, sources say

Quest Diagnostics Incorporated (DGX) Q2 2025 Earnings Call Transcript — Neutral

DGX   Seeking Alpha — July 22, 2025

Quest Diagnostics Incorporated (NYSE:DGX ) Q2 2025 Earnings Conference Call July 22, 2025 8:30 AM ET Company Participants James E. Davis - Chairman, CEO & President Sam A.

image for news Quest Diagnostics Incorporated (DGX) Q2 2025 Earnings Call Transcript

Mustafa Suleyman's Microsoft artificial intelligence organization has been picking up talent from Google DeepMind, where he spent several years. Google's Gemini assistant rivals Microsoft's Copilot for consumers.

image for news Microsoft poaches more Google DeepMind AI talent as it beefs up Copilot