Old Republic International (ORI) Q2 Earnings and Revenues Surpass Estimates — Positive
ORI Zacks Investment Research — July 24, 2025Old Republic International (ORI) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.76 per share a year ago.

Visteon (VC) Q2 Earnings and Revenues Beat Estimates — Positive
VC Zacks Investment Research — July 24, 2025Visteon (VC) came out with quarterly earnings of $2.39 per share, beating the Zacks Consensus Estimate of $2.04 per share. This compares to earnings of $2.54 per share a year ago.

Nasdaq (NDAQ) Q2 Earnings and Revenues Surpass Estimates — Positive
NDAQ Zacks Investment Research — July 24, 2025Nasdaq (NDAQ) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.69 per share a year ago.

AV Reveals Skyfall: Future Concept Next-Gen Mars Helicopters for Exploration and Human Landing Preparation — Neutral
AVAV PRNewsWire — July 24, 2025ARLINGTON, Va. , July 24, 2025 /PRNewswire/ -- Today, AeroVironment, Inc. ("AV") (NASDAQ: AVAV), a global leader in intelligent, multi-domain autonomous systems, revealed Skyfall—a potential future mission concept for next-generation Mars Helicopters developed with NASA's Jet Propulsion Laboratory (JPL) to help pave the way for human landing on Mars through autonomous aerial exploration.

Crude Oil Price Outlook – Crude Oil Gives Up Momentum — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP FXEmpire — July 24, 2025The crude oil market rallied a bit in the early part of the Thursday session but have also given back a lot of momentum. While we sit on support in both grades of oil in this analysis, and therefore choppiness is what I expect.

For Berkshire Hathaway to achieve outsized gains, Greg Abel must find an 'elephant' acquisition; both investment and non-insurance earnings growth have slowed considerably since 2007. Insurance operations have been a bright spot in recent years with consistently negative cost of float and strong underwriting profits; however, the market is turning soft, leading to declining profits. The over 60 non-insurance businesses haven't shown encouraging growth since 2021; if Berkshire aims to grow its operating earnings, it must accelerate the growth rates of these businesses.

Union Pacific discussing merger with rival Norfolk in mega railroad deal — Positive
NSC UNP Reuters — July 24, 2025Union Pacific said on Thursday it was in advanced discussions with rival Norfolk Southern for a possible merger.

UnitedHealth Stock Falls. Insurer ‘Complying' With Justice Department Requests. — Negative
UNH Barrons — July 24, 2025The healthcare company says it is ‘complying with formal criminal and civil requests' from the Justice Department.

IEMG: Another Double-Digit Upside Doable In 2025 For Emerging Markets — Positive
IEMG Seeking Alpha — July 24, 2025IEMG is outperforming the S&P 500 YTD, with a 21% return versus 8%, and I reiterate my buy rating. The ETF offers broad, low-cost emerging market exposure, attractive valuation at 13.7x earnings, and a solid 3%+ dividend yield. Technical momentum is strong, with a recent breakout above $59 and a bullish trend targeting $70 in 2025.

UnitedHealth says it is facing DOJ investigation over Medicare billing practices — Negative
UNH CNBC Television — July 24, 2025CNBC's Bertha Coombs joins 'Squawk Box' with the latest news from UnitedHealth.

Sydney Sweeney sparks latest meme stock rally as American Eagle soars 18% — Positive
AEO CNBC — July 24, 2025Actress Sydney Sweeney helped bring American Eagle shares into the current meme stock mania on Thursday. American Eagle's high short interest and inherent brand recognition make it a prime candidate for meme-obsessed retail traders

Elon Musk's xAI Eyes $12 Billion Chip Purchase Deal With Nvidia — Positive
NVDA Zacks Investment Research — July 24, 2025NVDA jumps 2.3% as Elon Musk's xAI plans a massive $12B GPU buy, reinforcing Nvidia's AI dominance.

Can Clean Energy Focus Drive NextEra Energy's Long-Term Growth? — Positive
NEE Zacks Investment Research — July 24, 2025NEE's $74 billion clean energy push through 2029 backs its earnings outlook and outpaces industry returns.

Magnolia Oil to Report Q2 Earnings: What's in Store for the Stock? — Neutral
MGY Zacks Investment Research — July 24, 2025MGY is expected to report higher production volumes in the second quarter, accompanied by higher revenues from NGL's and natural gas.

Nabors Industries Q2 Earnings on Deck: Here's How It Will Fare — Neutral
NBR Zacks Investment Research — July 24, 2025NBR is expected to deliver higher revenues in the second quarter. However, direct costs are anticipated to have impacted its bottom line.

A.O. Smith (AOS) Beats Q2 Earnings and Revenue Estimates — Positive
AOS Zacks Investment Research — July 24, 2025A.O. Smith (AOS) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.06 per share a year ago.

ADT (ADT) Q2 Earnings and Revenues Top Estimates — Positive
ADT Zacks Investment Research — July 24, 2025ADT (ADT) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 per share a year ago.

Blackstone Inc. (BX) Q2 Earnings and Revenues Beat Estimates — Positive
BX Zacks Investment Research — July 24, 2025Blackstone Inc. (BX) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.96 per share a year ago.

MOO is a long-term buy, positioned to benefit from global population growth, rising food demand, and innovation across agribusiness subsectors. The ETF offers superior diversification, liquidity, and dividend yield compared to its main peer, VEGI, despite a slightly higher expense ratio. Key holdings like Deere, Corteva, Zoetis, and Nutrien are set to capitalize on increased farm incomes, tech adoption, and evolving dietary trends.

How The Quarter Results Of Oxford Lane Affect Its Fixed Income — Negative
OXLC OXLCO Seeking Alpha — July 23, 2025OXLC's Q2 2025 report revealed an 11% dividend cut and a 1-for-5 reverse stock split, reflecting ongoing NAV per share declines. The dividend cut was justified, as payout exceeded portfolio yield, but I question if the reduction was sufficient for long-term sustainability. Despite falling NAV, fixed-income holders (baby bonds and preferreds) remain well-covered, with asset coverage ratios far above regulatory minimums.
