Freeport-McMoRan Inc. (FCX) Q2 2025 Earnings Call Transcript — Neutral
FCX Seeking Alpha — July 23, 2025Freeport-McMoRan Inc. (NYSE:FCX ) Q2 2025 Earnings Conference Call July 23, 2025 10:00 AM ET Company Participants David Joint - Vice President of Investor Relations Kathleen Lynne Quirk - CEO, President & Director Maree E. Robertson - Executive VP & CFO Mark Jerome Johnson - President & COO of Freeport-McMoRan Indonesia Richard Carl Adkerson - Chief Executive Officer of Freeport- Mcmoran Inc & President of Freeport- Mcmoran Inc Stephen T.

Matador Resources Company (MTDR) Q2 2025 Presentation Call Transcript — Neutral
MTDR Seeking Alpha — July 23, 2025Matador Resources Company (NYSE:MTDR ) Q2 2025 Presentation Conference Call July 23, 2025 11:00 AM ET Company Participants Brian J. Willey - Executive Vice President of Midstream Bryan A.

Hilton Worldwide Holdings Inc. (HLT) Q2 2025 Earnings Call Transcript — Neutral
HLT Seeking Alpha — July 23, 2025Hilton Worldwide Holdings Inc. (NYSE:HLT ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Christopher J. Nassetta - President, CEO & Director Jill Chapman - Senior VP and Head of Development Operations & Investor Relations Kevin J.

Will Escalating Medical Costs Dampen Centene's Q2 Earnings? — Negative
CNC Zacks Investment Research — July 23, 2025CNC's Q2 earnings are likely to have felt the pinch as rising medical costs pressure margins despite higher premium revenues.

Churn Concerns Weigh On Verizon's Wireless Outlook Despite Financial Gains — Negative
VZ Benzinga — July 23, 2025Verizon Communications VZ delivered an encouraging second-quarter performance, highlighted by healthy financial growth and a significant boost to free cash flow.

Gold and Bitcoin Shining This Year as ETFs Drive Diversification — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL See It Market — July 23, 2025Bitcoin and gold share the same year-to-date return, both up 28% through July 16. So far, 2025 has been the year of diversification, thanks to hefty gains in international stocks, a positive (though rocky) return in the bond market, and tailwinds in the alternative asset space.

There wasn't a Buffet-premium built into the Berkshire Hathaway stock, says UBS' Brian Meredith — Positive
BRK-A BRK-B CNBC Television — July 23, 2025Brian Meredith, UBS senior insurance analyst, joins 'The Exchange' to discuss his bullish outlook on Berkshire Hathaway,

AT&T Inc. (NYSE:T ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Brett Feldman - Senior Vice President of Finance & Investor Relations John Stankey - CEO & Chairman Pascal Desroches - Senior EVP & CFO Conference Call Participants John Hodulik - UBS Investment Bank, Research Division Peter Supino - Wolfe Research, LLC Benjamin Swinburne - Morgan Stanley, Research Division Michael Rollins - Citigroup Inc., Research Division Sebastiano Petti - JPMorgan Chase & Co, Research Division Bryan Kraft - Deutsche Bank AG, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Operator Good morning, …

First Bank (NASDAQ:FRBA ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Patrick Ryan - President, CEO & Director Andrew Hibshman - Executive VP, Treasurer & CFO Darleen Gillespie - EVP & Chief Retail Banking Officer Peter Cahill - Executive VP & Chief Lending Officer Conference Call Participants Justin Crowley - Piper Sandler & Co., Research Division Manuel Navas - D.A. Davidson & Co., Research Division Kyle Gierman - Hovde Group Operator Hello, and thank you for standing by.

Pegasystems Q2 Earnings Surpass Estimates, Revenues Increase Y/Y — Positive
PEGA Zacks Investment Research — July 23, 2025PEGA posts Q2 earnings and revenue beats as AI-driven cloud growth boosts subscriptions, backlog and margins despite rising expenses.

UiPath Stock Screams Undervalued as Market Overlooks Its RPA Dominance — Positive
PATH Zacks Investment Research — July 23, 2025PATH trades well below peers like NOW and PEGA, despite leading RPA adoption across finance, healthcare, and logistics.

What to Expect From Trade Talks With China — Neutral
FXI KWEB MCHI Bloomberg Markets and Finance — July 23, 2025US Commerce Secretary Howard Lutnick talks about what he hopes to achieve during trade talks with China next week in Stockholm. Treasury Secretary Scott Bessent will be the lead negotiator.

XLK vs. ARKK: Which Tech ETF Should Young Investors Buy for Growth? — Neutral
ARKK XLK 24/7 Wall Street — July 23, 2025Passive investors seeking a high-tech growth edge should take their time to consider their options.

TE Connectivity Stock Rises on Q3 Earnings Beat, Revenues Up Y/Y — Positive
TEL Zacks Investment Research — July 23, 2025TEL shares jump as fiscal Q3 earnings and sales beat estimates, fueled by Industrial growth and strong cash flow performance.

Range Resources Corporation (RRC) Q2 2025 Earnings Call Transcript — Neutral
RRC Seeking Alpha — July 23, 2025Range Resources Corporation (NYSE:RRC ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Dennis L. Degner - CEO, President & Director Laith Sando - Senior Vice President of Corporate Strategy & Investor Relations Mark S.

Moody's Corporation (MCO) Q2 2025 Earnings Call Transcript — Neutral
MCO Seeking Alpha — July 23, 2025Moody's Corporation (NYSE:MCO ) Q2 2025 Earnings Conference Call July 23, 2025 9:00 AM ET Company Participants Noemie Clemence Heuland - Senior VP & CFO Robert Scott Fauber - President, CEO & Director Shivani Kak - Head of Investor Relations Conference Call Participants Alexander Kramm - UBS Investment Bank, Research Division Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division Ashish Sabadra - RBC Capital Markets, Research Division Faiza Alwy - Deutsche Bank AG, Research Division Jeffrey Marc Silber - BMO Capital Markets Equity Research Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Owen Lau - …

"Messy" TSLA Earnings Expected, EVs to Challenge Long-Term Bull Thesis — Negative
TSLA Schwab Network — July 23, 2025Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance.

RXST Investors with Losses in Excess of $100K Have Opportunity to Lead RxSight, Inc. Securities Fraud Lawsuit — Neutral
RXST PRNewsWire — July 23, 2025NEW YORK , July 23, 2025 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of RxSight, Inc. (NASDAQ: RXST) between November 7, 2024 and July 8, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed.

GM beat Q2 expectations on Tuesday, but shares fell 8% due to tariff concerns and a decline in core earnings. I see tariff headwinds as a short-term risk only as GM maintained strong free cash flow and confirmed its FY 2025 guidance, making the sell-off a buying opportunity. The U.S. and Japan just announced a major trade deal that could help ease investor concerns about the impact of tariffs.

Hold Your Bets: MGM Faces Key Tests In Q2 2025 Earnings — Positive
MGM Seeking Alpha — July 23, 2025MGM's stock has rallied, but with moderate upside and tough Q2 comps ahead, I recommend holding rather than entering fresh positions now. Key growth drivers include BetMGM's positive EBITDA, Japan expansion, and aggressive share buybacks, but macro risks and China weakness temper enthusiasm. Q2 earnings are pivotal: watch for BetMGM growth, China rebound, continued buybacks, demand resilience, and progress on EBITDA efficiencies.
