Xcel Energy to Release Q2 Earnings: Here's What You Need to Know — Positive
XEL Zacks Investment Research — July 25, 2025XEL's Q2 results may benefit from new customer growth and data center demand, but rising costs could limit gains.

Exelon to Release Q2 Earnings: What's in Store for the Stock? — Positive
EXC Zacks Investment Research — July 25, 2025EXC's second-quarter 2025 results are expected to continue to benefit from decoupled revenues, new rates and rising demand from data centers.

Can ISRG's Strong Q2 Procedure Volume Translate Into Durable EPS Upside? — Neutral
ISRG Zacks Investment Research — July 25, 2025ISRG's Q2 procedure growth hits 17%, but continuation of EPS growth hinges on easing margin pressure from FX and da Vinci 5 adoption.

Saia (SAIA) Beats Q2 Earnings and Revenue Estimates — Positive
SAIA Zacks Investment Research — July 25, 2025Saia (SAIA) came out with quarterly earnings of $2.67 per share, beating the Zacks Consensus Estimate of $2.39 per share. This compares to earnings of $3.83 per share a year ago.

HCA Healthcare (HCA) Beats Q2 Earnings and Revenue Estimates — Positive
HCA Zacks Investment Research — July 25, 2025HCA Healthcare (HCA) came out with quarterly earnings of $6.84 per share, beating the Zacks Consensus Estimate of $6.19 per share. This compares to earnings of $5.5 per share a year ago.

Visa, CVS, and 4 More Oversold Stocks Worth a Look Before Earnings — Positive
CVS V Barrons — July 25, 2025Stocks that have gained too much are more susceptible to big drops than companies that dropped heading into their results.

I'm rotating into Bilibili as a cheaper international play amid U.S. market risks and macro uncertainties. Bilibili's user base is maturing, engagement is rising, and mobile gaming is driving sharp revenue growth. Q1 results beat expectations: revenue up 24% y/y, DAUs and time spent per user both increased, and advertising remains resilient.

Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date July 15, 2025 — Neutral
NDAQ GlobeNewsWire — July 25, 2025NEW YORK, July 25, 2025 (GLOBE NEWSWIRE) -- At the end of the settlement date of July 15, 2025, short interest in 3,260 Nasdaq Global MarketSM securities totaled 13,792,841,090 shares compared with 14,138,758,851 shares in 3,257 Global Market issues reported for the prior settlement date of June 30, 2025. The mid-July short interest represents 2.37 days compared with 2.59 days for the prior reporting period.

Lyft is building a scalable, vertically integrated platform, well-positioned to benefit from mainstream autonomous vehicle adoption and partnerships in the AV space. Recent financials show strong growth in riders, bookings, and profitability, with management signaling confidence via an expanded share buyback program. Lyft's Flexdrive subsidiary and AV partnerships provide a differentiated, durable business model versus Uber, especially for small fleet operators.

AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last? — Positive
TSM Zacks Investment Research — July 25, 2025AI chips aid Taiwan Semiconductor's Q2 boom, with HPC revenues soaring to 60% of sales.

Is the Options Market Predicting a Spike in Flotek Industries Stock? — Neutral
FTK Zacks Investment Research — July 25, 2025Investors need to pay close attention to FTK stock based on the movements in the options market lately.

Stonegate Updates Coverage on Third Coast Bancshares, Inc. (TCBX) Q2 2025 — Neutral
TCBX Newsfile Corp — July 25, 2025Dallas, Texas--(Newsfile Corp. - July 25, 2025) - Third Coast Bancshares, Inc. (Nasdaq: TCBX): Stonegate Capital Partners updates their coverage on Third Coast Bancshares, Inc. For 2Q25, Third Coast reported net income of $16.8M, which is up from $13.6M in 1Q25. This was equal to a basic and diluted EPS of $1.12 and $0.96, respectively.

I'm rotating into undervalued small caps like Coursera, expecting them to outperform as large caps flatten or decline through 2025. Coursera's strong Q2 beat, accelerating growth, and improved free cash flow reinforce my bullish stance and justify a continued buy rating. The company's scalable platform, rapid AI course adoption, and expanding enterprise business offer significant long-term growth potential.

MSTX May Expose More Value Decay When Compared To Peer MSTR Strategies — Negative
MSTR Seeking Alpha — July 25, 2025MSTX is a 2x leveraged ETF on MicroStrategy, suitable only for short-term trading, not long-term investment due to compounding risks. Performance of MSTX can deviate significantly from its 2x daily target, especially during volatile periods or when held for multiple days. MSTX carries higher fees versus peers like MSTU, making MSTU potentially more attractive for traders seeking similar exposure.

Merck Q2 Earnings in the Cards: Buy, Sell or Hold Ahead of Results? — Neutral
MRK Zacks Investment Research — July 25, 2025MRK is gearing up to report Q2 earnings. While Keytruda drives growth, there are concerns over Gardasil's China sales, generics and pipeline depth.

Core Scientific: Why Smart Money Is Betting Big On This AI Infrastructure Play — Positive
CORZ Seeking Alpha — July 25, 2025CoreWeave's acquisition of CORZ transforms it into a key AI infrastructure play, locking in power assets and slashing costs for long-term growth. Multi-billion-dollar contracts with OpenAI and Google provide real revenue visibility, shifting CORZ from speculative crypto to high-margin, recurring AI cash flows. Options flow, GEX, and dark pool data all point to bullish institutional sentiment, supporting a structured $15/$20 call spread for risk-defined upside exposure.

These Analysts Raise Their Forecasts On Blackstone Following Q2 Earnings — Positive
BX Benzinga — July 25, 2025Blackstone Inc. BX reported better-than-expected second-quarter financial results on Thursday.

Cadence Set to Report Q2 Earnings: What's in the Offing? — Positive
CDNS Zacks Investment Research — July 25, 2025Strong AI momentum and design demand may lift CDNS' second-quarter results, with EPS and revenues both set to rise year over year.

SAH Surpasses Q2 Earnings Estimates, Hikes Dividend by 9% — Positive
SAH Zacks Investment Research — July 25, 2025Sonic Automotive beats second-quarter earnings estimates with a 49% year-over-year jump and lifts its dividend amid broad-based revenue growth.

ChoiceOne Financial Services, Inc. (COFS) Q2 Earnings and Revenues Surpass Estimates — Positive
COFS Zacks Investment Research — July 25, 2025ChoiceOne Financial Services, Inc. (COFS) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.87 per share a year ago.
