Teledyne Technologies Incorporated (TDY) Q2 2025 Earnings Call Transcript — Neutral
TDY Seeking Alpha — July 23, 2025Teledyne Technologies Incorporated (NYSE:TDY ) Q2 2025 Earnings Conference Call July 23, 2025 11:00 AM ET Company Participants Jason VanWees - Vice Chairman Robert Mehrabian - Executive Chairman George Bobb - President & Chief Executive Officer Stephen Blackwood - CFO & Executive VP Conference Call Participants Andrew Buscaglia - BNP Paribas Exane, Research Division Damian Karas - UBS Investment Bank, Research Division Greg Konrad - Jefferies LLC, Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division James Ricchiuti - Needham & Company, LLC, Research Division Jordan Lyonnais - BofA Securities, Research Division Jonathan Siegmann - Stifel, Nicolaus & …

BNPL Summit will address key topics facing financial institutions, and feature bank BNPL veterans and industry thought leaders, including TransUnion SCOTTSDALE, Ariz. , July 23, 2025 /PRNewswire/ -- equipifi, the leading Buy Now, Pay Later (BNPL) platform for financial institutions, has opened registration for its annual event: Insights and Innovation in Buy Now, Pay Later (BNPL Summit).

Chevron cuts 575 jobs in Houston after closing Hess acquisition, filing reveals — Negative
CVX HES Reuters — July 23, 2025Chevron cut 575 positions in the Houston area after it completed its $55 billion merger with Hess, a Texas Workforce Commission filing revealed on Wednesday.

FLJP: Japanese Stocks Get A Boost From Tariff Relief, But Headwinds Still Loom — Positive
FLJP Seeking Alpha — July 23, 2025The U.S.-Japan trade deal capped tariffs at 15%, including auto tariffs, sparking a relief rally in Japanese equities, especially autos and industrials. Franklin FTSE Japan ETF is well positioned for short-term gains due to its low costs, sector diversification, and overweight to Japanese industrials and auto manufacturers.

Oklo and Liberty Energy Stocks Get a Boost from ‘Strategic Alliance' Announcement — Positive
LBRT OKLO Barrons — July 23, 2025The collaborators will combine Oklo's nuclear powerhouses with Liberty's energy services.

The banking giants join a growing list of traditional financial firms seeking to bring crypto technology to assets ranging from stocks and investment funds to commodities.

Doximity shares have dropped nearly 25% from February highs, despite strong Q4 earnings and 17% revenue growth year-over-year. Analyst sentiment is mixed, and insider selling has notably increased in 2025. Doximity boasts a robust balance sheet with $915 million in cash, no long-term debt, and an impressive rise in free cash flow in its last reported quarter.

Chubb Limited (NYSE:CB ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Karen Beyer - Senior Vice President of Investor Relations Evan G. Greenberg - Chairman & CEO Peter Enns - Executive VP & CFO Conference Call Participants Charles Peters - Raymond James Jian Huang - Morgan Stanley, Research Division David Motemaden - Evercore ISI Institutional Equities, Research Division Brian Meredith - UBS Investment Bank, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Michael Zaremski - BMO Capital Markets Equity Research Vikram Gandhi - HSBC Global Investment Research Taylor Scott - …

Chipotle Mexican Grill is about to report earnings. Here's what to expect — Negative
CMG CNBC — July 23, 2025Chipotle's same-store sales are expected to fall for its second consecutive quarter. Economic uncertainty has led many Chipotle customers to pull back their spending and focus on saving their money, CEO Scott Boatwright said in April.

Aureus Greenway Holdings , Inc. Announces Twenty Six Million Dollar Private Placement Priced At-The Market under Nasdaq Rules — Neutral
AGH GlobeNewsWire — July 23, 2025Kissimmee, FL, July 23, 2025 (GLOBE NEWSWIRE) -- Aureus Greenway Holdings Inc. (the “Company”, “Aureus Greenway”, “we”, “us”, “our”) (Nasdaq: AGH), an owner and operator of daily fee golf country clubs in the state of Florida, today announced that it has entered into definitive securities purchase agreements dated July 23, 2025 with accredited and institutional investors for the issuance and sale of units consisting of common stock (each a share of “Common Stock”) (or pre-funded warrants (“Pre-funded Warrants”) to purchase in lieu thereof) together with common A warrants and common B warrants (each of the common A and common B …

POCASSET, Mass., July 23, 2025 (GLOBE NEWSWIRE) -- A joint team from HII (NYSE: HII), Woods Hole Oceanographic Institution (WHOI), and U.S. Navy's Naval Undersea Warfare Center Division Newport (NUWCDIVNPT) recently completed a major milestone in advancing the U.S. Navy Submarine Force's initiative to launch and recover autonomous undersea vehicles from submarine torpedo tubes.

M/I Homes, Inc. (MHO) Q2 2025 Earnings Conference Call July 23, 2025 10:30 AM ET Company Participants Phillip Creek - Executive VP, CFO & Director Robert Schottenstein - Chairman, President & CEO Derek Klutch - President & CEO of M/I Financial Conference Call Participants Alan Ratner - Zelman & Associates LLC Kenneth Zener - Seaport Research Partners Buck Horne - Raymond James & Associates, Inc. James McCanless - Wedbush Securities Inc. Operator Good morning, ladies and gentlemen, and welcome to the M/I Homes Second Quarter Earnings Conference Call. [Operator Instructions] This call is being recorded on Wednesday July 23, 2025.

RXST LEGAL UPDATE: RxSight, Inc. Sued for Fraud Amid Declining LAL Utilization -- Investors with Losses are Notified to Contact BFA Law before September 22 Class Action Deadline — Neutral
RXST Business Wire — July 23, 2025NEW YORK--(BUSINESS WIRE)---- $RXST #Attorney--Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against RxSight, Inc. (NASDAQ: RXST) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in RxSight, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/rxsight-inc-class-action-lawsuit. Investors have until September 22, 2025, to ask the Court to.

Texas Instruments Is Better Positioned Than Micron In This Chip Cycle — Positive
MU TXN Seeking Alpha — July 23, 2025Latest earnings reports from leading chip stocks signal that the expansion phase of the current chip cycle is ending. Micron Technology, Inc., as one of the most cyclical chip stock, faces large downsides due to its particular product mix. Memory semiconductors and storage hardware are among the most discretionary and commoditized items for the IT industry, in my view.

Alignment Healthcare: Secular Growth Opportunity And Scalable Business Model — Positive
ALHC Seeking Alpha — July 23, 2025Alignment Healthcare is well-positioned for growth, benefiting from an aging U.S. population and increasing demand for high-quality senior healthcare services. Strong membership growth and high CMS star ratings support its expansion into new regions. Stock price has upside opportunity based on the company's revenue and membership growth guidance.

Quantum computing has been a hot topic this year, as the technology reaches critical mass.

Significant reliability improvements in 2025: CenterPoint Energy's Greater Houston Resiliency Initiative helps deliver 45% reduction in customer outage minutes across Houston in first half of year — Neutral
CNP PRNewsWire — July 23, 2025Average customer outage minutes decreased every month in first half of 2025 compared to last year; outage minutes year-to-date are also significantly below the five-year average Number of outages related to trees, branches and other vegetation contacting lines down about 33% compared with the same time period in 2024 Actions taken to strengthen system and improve reliability included historic investment in more storm-resistant poles, automation devices, undergrounding power lines and clearing of hazardous vegetation across service area HOUSTON , July 23, 2025 /PRNewswire/ -- CenterPoint Energy today announced significant improvements in reliability for its Houston-area customers, with the total electric …

Chile bumps up copper price forecast, flags lagging Collahuasi output — Neutral
CPER JJC Reuters — July 23, 2025Top copper supplier Chile on Wednesday bumped up its outlook for prices of the red metal, though it flagged lagging output from a major mine operated by Glencore and Anglo American as weighing on economic growth.

D.R. Horton Leverages Small‑Market Growth To Fuel Momentum Amid Broad Sell‑Off — Neutral
DHI Benzinga — July 23, 2025D.R. Horton, Inc. DHI surpassed third‑quarter revenue and earnings per share expectations, refined its 2025 guidance and projected continued growth, yet saw its shares dip.
