Alphabet delivered a blowout Q2 2025, with every segment showing healthy growth and cloud revenues up 32% YoY. Google is doubling down on AI, committing $85 billion in CAPEX, positioning itself as an industry leader in AI and cloud. Valuation remains compelling among big tech, and I reiterate my Strong Buy rating—Google is my favorite stock right now.

INTC All About the Future: CEO Commentary, Foundry & Cost Cutting in Focus — Neutral
INTC Schwab Network — July 24, 2025While Intel's (INTC) earnings for the quarter aren't expected to bring fireworks, Marley Kayden says investors will be laser-focused on the company's path forward. She notes commentary from CEO Lip-Bu Tan and how he plans to lead the company out of a deficit will be what drive shares.

Stewart Information Services Corporation (STC) Q2 2025 Earnings Call Transcript — Neutral
STC Seeking Alpha — July 24, 2025Stewart Information Services Corporation (NYSE:STC ) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants David C. Hisey - CFO & Treasurer Frederick Henry Eppinger - CEO & Director Kathryn Bass - Corporate Participant Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Geoffrey Murray Dunn - Dowling & Partners Securities, LLC Operator Hello, and thank you for joining the Stewart Information Services Second Quarter 2025 Earnings Call.

Graco's Earnings Miss Estimates in Q2, Sales Increase Y/Y — Negative
GGG Zacks Investment Research — July 24, 2025GGG misses Q2 earnings and revenue estimates, but posts 3% sales growth driven by EMEA and Asia Pacific gains.

Reliance's Earnings Miss, Revenues Beat Estimates in Q2 — Neutral
RS Zacks Investment Research — July 24, 2025RS misses Q2 earnings estimates despite higher revenues, with pressure from lower selling prices.

Union Pacific (UNP) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates — Positive
UNP Zacks Investment Research — July 24, 2025Although the revenue and EPS for Union Pacific (UNP) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Esquire Financial (ESQ) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive
ESQ Zacks Investment Research — July 24, 2025Although the revenue and EPS for Esquire Financial (ESQ) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About American Airlines (AAL) Q2 Earnings — Neutral
AAL Zacks Investment Research — July 24, 2025While the top- and bottom-line numbers for American Airlines (AAL) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Ryder (R) Reports Q2 Earnings: What Key Metrics Have to Say — Neutral
R Zacks Investment Research — July 24, 2025While the top- and bottom-line numbers for Ryder (R) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

i3 Verticals Announces Earnings Release and Conference Call Date for Third Quarter of Fiscal 2025 — Neutral
IIIV Business Wire — July 24, 2025NASHVILLE, Tenn.--(BUSINESS WIRE)---- $IIIV--i3 Verticals, Inc. (Nasdaq: IIIV) (“i3 Verticals” or the “Company”), announced today that it will release its financial results for the third quarter ended June 30, 2025, on Thursday, August 7, 2025, after the Nasdaq market close. The Company will also host a conference call on Friday, August 8, 2025, at 8:30 a.m. EDT to discuss financial results and operations. To listen to the call live via telephone, participants should dial (844) 887-9399 approximately 10.

NorthEast Community Bancorp, Inc. Reports Results for the Three and Six Months Ended June 30, 2025 — Neutral
NECB GlobeNewsWire — July 24, 2025WHITE PLAINS, N.Y., July 24, 2025 (GLOBE NEWSWIRE) -- NorthEast Community Bancorp, Inc. (Nasdaq: NECB) (the “Company”), the parent holding company of NorthEast Community Bank (the “Bank”), reported net income of $11.2 million, or $0.85 per basic share and $0.82 per diluted share, for the three months ended June 30, 2025 compared to net income of $12.8 million, or $0.98 per basic share and $0.97 per diluted share, for the three months ended June 30, 2024.

NVR's Q2 Earnings & Homebuilding Revenues Top, New Orders Down Y/Y — Positive
NVR Zacks Investment Research — July 24, 2025NVR tops Q2 estimates on higher ASPs, but new orders fell 11% as affordability issues and cancellations rise.

RH Stock Climbs 19% in Past Month: Buy the Surge or Pull Back? — Positive
RH Zacks Investment Research — July 24, 2025RH RH stock jumped 18.5% in the past month, outperforming the Hoya Capital Housing ETF (HOMZ) index, as evidenced by the chart below. HOMZ is an exchange-traded fund that offers a diversified glimpse of the U.S. residential housing industry through 100 companies across homebuilding, rental operators, home improvement, furnishings, mortgage services and real estate tech, to name a few.

Prosperity Bancshares Q2 Earnings Beat on Higher NII & Lower Expenses — Positive
PB Zacks Investment Research — July 24, 2025PB beats Q2 EPS estimates as higher NII and lower expenses offset deposit decline and credit risks.

Rogers Communications Q2 Earnings Beat Estimates, Revenues Rise Y/Y — Positive
RCI Zacks Investment Research — July 24, 2025RCI beats Q2 earnings estimates as Wireless, Cable and Media revenues climb, lifting free cash flow nearly 39% year over year.

World Acceptance Corporation (WRLD) Q1 2026 Earnings Call Transcript — Neutral
WRLD Seeking Alpha — July 24, 2025World Acceptance Corporation (NASDAQ:WRLD) Q1 2026 Earnings Conference Call July 24, 2025 10:00 AM ET

A New Obesity Contender From China Targeting Same Receptors As Eli Lilly's Blockbuster — Positive
LLY Benzinga — July 24, 2025The Chinese drug company is looking to break into the big league for weight-loss treatments after its injection demonstrated sustained weight loss in Phase Three trials

Allegion's Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y — Positive
ALLE Zacks Investment Research — July 24, 2025ALLE lifts 2025 guidance after Q2 earnings and revenue beat, fueled by strong non-residential demand in the Americas.

L3Harris Beats on Q2 Earnings, Raises '25 Revenue View — Positive
LHX Zacks Investment Research — July 24, 2025L3Harris beats on Q2 earnings and raises 2025 revenue and EPS guidance on broad-based segment growth.
