MASERATI MC12 STRADALE SUPERCAR LEADS BROAD ARROW'S MONTEREY JET CENTER AUCTION OFFERING — Neutral
HGTY GlobeNewsWire — July 24, 2025COMPLETE DIGITAL CATALOG FOR AUGUST 13-14 AUCTION NOW AVAILABLE | TWO-DAY SALE FEATURES HIGHLY DESIRABLE COLLECTOR CARS ACROSS TODAY'S MOST ACTIVE MARKET CATEGORIES COMPLETE DIGITAL CATALOG FOR AUGUST 13-14 AUCTION NOW AVAILABLE | TWO-DAY SALE FEATURES HIGHLY DESIRABLE COLLECTOR CARS ACROSS TODAY'S MOST ACTIVE MARKET CATEGORIES
Mastercard is evolving into a hybrid digital-traditional finance infrastructure, with 40% of revenue from high-margin, value-added services like AI, cybersecurity, and digital identity. My investment thesis: Mastercard's optionality in stablecoins, AI, and real-time payments is underappreciated, offering rerating potential beyond its 'boring' premium reputation. Risks include regulatory scrutiny and stablecoin disruption, but Mastercard's proactive partnerships and adaptability position it to turn threats into growth opportunities.
UnitedHeath shares fall after health-care giant admits DOJ fraud probe into Medicare business — Negative
UNH New York Post — July 24, 2025Company shares have tumbled since December, when UnitedHealthcare CEO Brian Thompson was fatally shot in midtown Manhattan.
SentinelOne jumped on rumors of a potential bid from Palo Alto Networks. A potential $10 billion acquisition by Palo Alto Networks would be a bonus to shareholders. SentinelOne is turning profitable, forecasting 22% sales growth and positive margins, yet trades at a significant discount to slower-growing peers.
TSMC: A Hedge Fund Favorite That Could Be Headed to $290 — Positive
TSM 24/7 Wall Street — July 24, 2025Though we've only gotten a small glimpse of the second-quarter moves made by the smart money crowd, it's looking like shares of Taiwan Semiconductor (NYSE:TSM) are an early favorite among a number of hedge funds.
Sonic Automotive, Inc. (SAH) Q2 2025 Earnings Call Transcript — Neutral
SAH Seeking Alpha — July 24, 2025Sonic Automotive, Inc. (NYSE:SAH ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Danny Wieland - Vice President of Investor Relations & Financial Reporting David Bruton Smith - CEO & Chairman Frank Jeff Dyke - President & Director Thomas Keen - Chief Operating Officer Conference Call Participants Christopher Alan Pierce - Needham & Company, LLC, Research Division Jeffrey Francis Lick - Stephens Inc., Research Division Patrick Neil Buckley - Jefferies LLC, Research Division Rajat Gupta - JPMorgan Chase & Co, Research Division Operator Good morning, and welcome to the Sonic Automotive Second Quarter 2025 Earnings …
Calls of the Day: Palo Alto Networks and Spotify — Neutral
PANW SPOT CNBC Television — July 24, 2025The Investment Committee debate the latest Calls of the Day.
Amarin Gears Up to Report Q2 Earnings: Here's What to Expect — Neutral
AMRN Zacks Investment Research — July 24, 2025AMRN braces up for second-quarter results as U.S. Vascepa sales are likely to slide, while growth in the EU looks imminent.
Why Carvana (CVNA) is Poised to Beat Earnings Estimates Again — Positive
CVNA Zacks Investment Research — July 24, 2025Carvana (CVNA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why Vital Farms (VITL) is Poised to Beat Earnings Estimates Again — Positive
VITL Zacks Investment Research — July 24, 2025Vital Farms (VITL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will ResMed (RMD) Beat Estimates Again in Its Next Earnings Report? — Positive
RMD Zacks Investment Research — July 24, 2025ResMed (RMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Brinker International (EAT) Beat Estimates Again in Its Next Earnings Report? — Positive
EAT Zacks Investment Research — July 24, 2025Brinker International (EAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will BJ's Restaurants (BJRI) Beat Estimates Again in Its Next Earnings Report? — Positive
BJRI Zacks Investment Research — July 24, 2025BJ's Restaurants (BJRI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why MGIC (MTG) Could Beat Earnings Estimates Again — Positive
MTG Zacks Investment Research — July 24, 2025MGIC (MTG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Can Materion (MTRN) Keep the Earnings Surprise Streak Alive? — Positive
MTRN Zacks Investment Research — July 24, 2025Materion (MTRN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will MasTec (MTZ) Beat Estimates Again in Its Next Earnings Report? — Positive
MTZ Zacks Investment Research — July 24, 2025MasTec (MTZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why National Fuel Gas (NFG) is Poised to Beat Earnings Estimates Again — Positive
NFG Zacks Investment Research — July 24, 2025National Fuel Gas (NFG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Ametek (AME) Beat Estimates Again in Its Next Earnings Report? — Positive
AME Zacks Investment Research — July 24, 2025Ametek (AME) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will ONE Gas (OGS) Beat Estimates Again in Its Next Earnings Report? — Positive
OGS Zacks Investment Research — July 24, 2025ONE Gas (OGS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Penumbra (PEN) Beat Estimates Again in Its Next Earnings Report? — Positive
PEN Zacks Investment Research — July 24, 2025Penumbra (PEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
