Talos Energy: Why This Quiet Oil Player Could Deliver Solid Returns — Positive

TALO   Seeking Alpha — July 23, 2025

Talos Energy is undervalued, with strong production growth, robust free cash flow, and disciplined capital allocation, despite a 30% stock price decline. Key projects like Sunspear and Katmai, strategic acquisitions, and a healthy balance sheet position Talos for long-term upside potential. Talos trades at deep discounts on EV/EBITDA and sales metrics versus peers, with Wall Street and insider buying signaling confidence.

image for news Talos Energy: Why This Quiet Oil Player Could Deliver Solid Returns

The Dollar Is Crashing: VYMI To The Rescue? — Negative

VYMI   Seeking Alpha — July 23, 2025

The U.S. dollar index has experienced its worst half-year in decades. There are compelling reasons to believe this trend could continue. We look at VYMI and discuss whether it could serve as a good hedge against a further dollar decline for dividend investors.

image for news The Dollar Is Crashing: VYMI To The Rescue?

SEMrush (SEMR) Soars 8.2%: Is Further Upside Left in the Stock? — Positive

SEMR   Zacks Investment Research — July 23, 2025

SEMrush (SEMR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

image for news SEMrush (SEMR) Soars 8.2%: Is Further Upside Left in the Stock?

Vicor Corporation's Q2 results were boosted by a one-time $45M legal win, not by core business growth, which remains modest and order backlog is shrinking. Patent victories and new power-conversion tech strengthen Vicor's long-term prospects, but meaningful EV and AI revenue is still years away. Valuation remains high, with VICR stock pricing in flawless execution and rapid growth; current fundamentals don't justify this optimism yet.

image for news Vicor: Patent Win Boosted Second Quarter Results, But I'm Not Chasing The Stock

Sysco celebrates expansion with grand opening of Sysco Tampa Bay — Neutral

SYY   GlobeNewsWire — July 23, 2025

Join Sysco Chairman and CEO Kevin Hourican, elected officials and customers at the opening of the 6th operating facility in Florida Join Sysco Chairman and CEO Kevin Hourican, elected officials and customers at the opening of the 6th operating facility in Florida

image for news Sysco celebrates expansion with grand opening of Sysco Tampa Bay

QDEF: Dividend ETF With Little To Show — Negative

QDEF   Seeking Alpha — July 23, 2025

FlexShares Quality Dividend Defensive Index Fund ETF has a portfolio of 127 dividend stocks based on a quality score and beta optimization. QDEF has underperformed the benchmark, several competitors, and is less liquid than QDF, which implements a similar strategy. VIG, DGRO, and DGRW offer better returns, Sharpe ratios, trading volumes, and lower fees.

image for news QDEF: Dividend ETF With Little To Show

RF Industries (RFIL) Soars 12.7%: Is Further Upside Left in the Stock? — Positive

RFIL   Zacks Investment Research — July 23, 2025

RF Industries (RFIL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

image for news RF Industries (RFIL) Soars 12.7%: Is Further Upside Left in the Stock?

Uber's Lucid Deal Exemplifies Its Promising Ride-Share Growth Prospects — Positive

LCID  UBER   Seeking Alpha — July 23, 2025

Uber's determination to emerge as the ride-share/robo-taxi platform market leader has been exemplified by the growing partnerships with Waymo, Lucid, and Volkswagen, amongst others. For now, the company remains more than well capitalized to embark on the ambitious autonomous investments, thanks to the richer Free Cash Flow generations and stable balance sheet health. Uber's key differentiator will be the well-diversified mobility offerings across ride-share, grocery/ food deliveries, freight/ logistics, instant commerce, and advertising, amongst others.

image for news Uber's Lucid Deal Exemplifies Its Promising Ride-Share Growth Prospects

General Dynamics Corporation (GD) Q2 2025 Earnings Call Transcript — Neutral

GD   Seeking Alpha — July 23, 2025

General Dynamics Corporation (NYSE:GD ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Danny Deep - Executive Vice President of Global Operations Jason W. Aiken - Executive VP of Technologies, Combat & Mission Systems Kimberly A.

image for news General Dynamics Corporation (GD) Q2 2025 Earnings Call Transcript

BankUnited, Inc. (BKU) Q2 2025 Earnings Call Transcript — Neutral

BKU   Seeking Alpha — July 23, 2025

BankUnited, Inc. (NYSE:BKU ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Jacqueline Bravo - Corporate Participant Corporate Secretary - Corporate Participant Leslie N. Lunak - Chief Financial Officer Rajinder P.

image for news BankUnited, Inc. (BKU) Q2 2025 Earnings Call Transcript

MAA is a leading Sunbelt-focused REIT with a diversified portfolio and investment-grade credit ratings (A2–A3 equivalent). The company boasts strong asset coverage, low secured debt, and robust liquidity, supporting its solid credit profile. MAA's preferred stock (MAA.PR.I) currently offers a low yield to worst (1.47%), making it unattractive for new purchases.

image for news Double-Checking The Credit Rating (Part 7): Mid-America Apartment Communities

Lamb Weston Holdings, Inc. (NYSE:LW ) Q2 2025 Earnings Call July 23, 2025 10:00 AM ET Company Participants Bernadette M. Madarieta - Chief Financial Officer Debbie Hancock - Vice President of Investor Relations Michael Jared Smith - President, CEO & Director Conference Call Participants Alexia Jane Burland Howard - Sanford C.

image for news Lamb Weston Holdings, Inc. (LW) Q2 2025 Earnings Conference Call Transcript

Hasbro Relies on ‘Magic' to Offset Impact of Tariffs — Positive

HAS   PYMNTS — July 23, 2025

Hasbro says it has magic to thank for muting the impact of tariffs this quarter. More to the point, Magic the Gathering, the collectible card game from the company's Wizards of the Coast business, saw a 23% uptick in revenue, according to quarterly earnings released Wednesday (July 23).

image for news Hasbro Relies on ‘Magic' to Offset Impact of Tariffs

MongoDB Intensifies Focus on Subscriptions: What's the Path Ahead? — Neutral

MDB   Zacks Investment Research — July 23, 2025

MDB pushes deeper into enterprise and AI with a sharpened focus on subscriptions and global developer adoption.

image for news MongoDB Intensifies Focus on Subscriptions: What's the Path Ahead?

LOS ANGELES, CA / ACCESS Newswire / July 23, 2025 / Crown Electrokinetics Corp. (Nasdaq:CRKN) ("Crown" or the "Company") today announced that its Board of Directors approved the commencement of the process to voluntarily delist its securities from the Nasdaq Stock Market LLC ("Nasdaq") and its intention to file a Form 25 Notification of Delisting with the Securities and Exchange Commission (the "SEC"), which will remove the Company's common stock, par value $0.001 (the "common stock"), from listing and registration on Nasdaq. Nasdaq previously suspended the trading of the Company's common stock on March 5, 2025 due to noncompliance with …

image for news Crown Electrokinetics Corp. Announces Intent to Voluntarily Delist from Nasdaq

Grupo Televisa, S.A.B. (TV) Q2 2025 Earnings Call Transcript — Neutral

TV   Seeking Alpha — July 23, 2025

Grupo Televisa, S.A.B. (NYSE:TV ) Q2 2025 Earnings Conference Call July 23, 2025 11:00 AM ET Company Participants Alfonso de Angoitia Noriega - Co-CEO & Director Francisco Tosta Valim Filho - CEO of Sky & CEO of Cable segment Conference Call Participants Emilio Fuentes - Unidentified Company Matthew Joseph Harrigan - The Benchmark Company, LLC, Research Division Milenna Okamura - Goldman Sachs Group, Inc., Research Division Olivia Mogavero - Unidentified Company Operator Good morning, and welcome to Grupo Televisa's Second Quarter 2025 Conference Call.

image for news Grupo Televisa, S.A.B. (TV) Q2 2025 Earnings Call Transcript

Oil markets are losing ground amid demand worries.

image for news Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Prices Remain Under Pressure As Traders React To The EIA Report

Amphenol Beats Q2 Earnings Estimates, Revenues Increase Y/Y — Positive

APH   Zacks Investment Research — July 23, 2025

Amphenol surges past Q2 estimates with 88% EPS growth and record $5.7B in sales, fueled by strong IT datacom demand.

image for news Amphenol Beats Q2 Earnings Estimates, Revenues Increase Y/Y

BILL vs. Intuit: Which Fintech Powerhouse Stock Is the Smarter Buy? — Positive

BILL  INTU   Zacks Investment Research — July 23, 2025

INTU surges ahead with strong earnings and an expanding SMB ecosystem, while BILL Holdings battles headwinds despite innovation gains.

image for news BILL vs. Intuit: Which Fintech Powerhouse Stock Is the Smarter Buy?

Altria Q2 Preview: An Equity Bond With 12% Yield — Positive

MO   Seeking Alpha — July 23, 2025

Based on the lasted earnings projections, Altria Group, Inc. stock is like an equity bond with a 12% yield in my model. With the EPS revisions for its FQ2, MO's EBT (earnings before taxes) multiple is only 8.39x, translating a 12% EBT yield. Earnings consistency, 55 years of dividend growth, and a safe payout ratio reinforce MO's defensive and quasi-bond appeal.

image for news Altria Q2 Preview: An Equity Bond With 12% Yield