My bull case for Palantir Technologies Inc. is now centered on the government segment after the $10 billion U.S. Army deal, as commercial growth lags outside the U.S. The commercial segment, particularly non-U.S., is underperforming when compared to the government unit, with anemic adoption in Europe. In Q1, non-U.S. commercial revenue declined 5% YOY and 11% sequentially, while non-U.S. government revenue grew 45% YOY and 2% sequentially.

Haverty Furniture Companies, Inc. (NYSE:HVT ) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company Participants Richard B. Hare - Corporate Secretary, Executive VP & CFO Steven G.

Sunrise offers a stable telecom business in Switzerland with an attractive 8% tax-free dividend yield. Revenue growth is limited, but strong margins and cash flow support ongoing dividend increases. Risks include a mature Swiss telecom market and high leverage, but stable cash flows and cost controls mitigate these concerns.

PayPal (NASDAQ:PYPL) has posted a solid Q2 2025 with revenue and EPS better than expected. Full-year guidance reaffirmed. Temporary weakness in free cash flow is explained by working capital timing. Continued aggressive share repurchases, Venmo and Braintree growth, and the pursuit of crypto initiatives suggest a strong long-term outlook for the company.

Escalade, Incorporated (NASDAQ:ESCA ) Q2 2025 Earnings Conference Call August 1, 2025 11:00 AM ET Company Participants Armin Boehm - CEO & President Patrick J. Griffin - VP of Corporate Development & Investor Relations and Director Stephen Ross Wawrin - VP of Finance, CFO & Secretary Conference Call Participants Rommel Tolentino Dionisio - Aegis Capital Corporation, Research Division Operator Good day, and welcome to the Escalade Inc. Second Quarter 2025 Results Conference Call.

Acadian Asset Management Inc. (NYSE:AAMI ) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Company Participants Kelly Ann Louise Young - CEO, President & Director Melody Huang - Senior VP & Director of Finance and Investor Relations Scott Hynes - Senior VP, Principal Financial Officer & CFO Conference Call Participants John Joseph Dunn - Evercore ISI Institutional Equities, Research Division Kenneth S. Lee - RBC Capital Markets, Research Division Michael J.

Colgate-Palmolive Company (NYSE:CL ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants John Faucher - Chief Investor Relations Officer and Executive VP of M&A Noel R. Wallace - Chairman, CEO & President Stanley J.

AMZN beats on Q2 earnings and revenues, but weak Q3 guidance sparks an 8% drop in shares, putting key ETFs like FDIS, ONLN, VCR and XLY in the spotlight.

Vale is a global leader in iron ore, nickel, and copper, with strong margins and significant long-term growth potential in energy transition metals. The stock is trading at historically low valuations due to macro risks, but offers high dividend yields and potential for substantial upside if commodity prices recover. Key risks include political uncertainty, tariffs, and ongoing legal liabilities, but Vale's balance sheet and diversified operations provide resilience.

Ocugen, Inc. (NASDAQ:OCGN ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Arun Upadhyay - Chief Scientific Officer and Head of Research & Development Huma Qamar - Chief Medical Officer Ramesh Ramachandran - Chief Accounting Officer, Principal Financial Officer & Principal Accounting Officer Shankar Musunuri - Co-Founder, CEO & Chairman Tiffany J. Hamilton - AVP & Head of Corporate Communications Conference Call Participants Boris Peaker - Unidentified Company Daniil V.

Fulgent Genetics, Inc. (NASDAQ:FLGT ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Brandon Perthuis - Chief Commercial Officer Ming Hsieh - Chairman & CEO Paul Kim - Chief Financial Officer Conference Call Participants Andrew Harris Cooper - Raymond James & Associates, Inc., Research Division David Michael Westenberg - Piper Sandler & Co., Research Division Lu Li - UBS Investment Bank, Research Division Lauren Sloane - The Blueshirt Group, LLC Operator Greetings, and welcome to the Fulgent Genetics Q2 2025 Conference Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.

Fortis Inc. (NYSE:FTS ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants David Gerard Hutchens - President, CEO & Director Jocelyn H. Perry - Executive VP & CFO Roger A.

ZTS eyes an earnings beat as companion animal drugs like Simparica Trio and Apoquel are expected to drive Q2 revenue gains.

RADNOR, Pa. , Aug. 1, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that securities class action lawsuits have been filed in the United States District Court for the Northern District of California against Hims & Hers Health, Inc. ("Hims & Hers") (NYSE: HIMS) on behalf of those who purchased or otherwise acquired Hims & Hers securities between April 29, 2025, and June 23, 2025, inclusive (the "Class Period").

LOS ANGELES--(BUSINESS WIRE)---- $FLR--FLR Investors Have Opportunity to Join Fluor Corporation Fraud Investigation with the Schall Law Firm.

Streaming giants are navigating a rapidly evolving media landscape as consumers increasingly shift from traditional TV to digital platforms. Paramount Global PARA is at the forefront of this transition, leveraging its robust content library to enhance its direct-to-consumer offerings and drive revenue growth.

NewMarket Corporation (NYSE:NEU ) Q2 2025 Earnings Call July 31, 2025 3:00 PM ET Company Participants Timothy K. Fitzgerald - VP & CFO Operator Good day, everyone, and welcome to the NewMarket Corporation conference call and webcast to review second quarter 2025 financial results.

Universal Display beats Q2 estimates as licensing revenue climbs; raises 2025 guidance on strength in consumer and auto markets.

ADI is at a turning point, with revenue and margin recovery underway after a challenging 2024, supported by broad-based growth across all segments in 2025. Analog Devices and Texas Instruments are outperforming peers in the DAO semiconductor market, benefiting from leadership positions and strong demand in automotive and industrial sectors. Profitability is improving, with gross and net margins rebounding due to higher utilization, disciplined spending, and a gradual return to prior peak levels expected by 2027.

Wenzhou, China, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Erayak Power Solution Group Inc. (NASDAQ: RAYA) ("Erayak" or the "Company"), a leading manufacturer, designer, and exporter of high-quality products in the power supply industry, today announced the closing of its previously announced registered direct offering with certain institutional investors for the sale and purchase of an aggregate of 107,692,307 of the Company's Class A ordinary shares, par value $0.0001 per share (the “Shares”) (or Class A ordinary share equivalents in lieu thereof) in a registered direct offering at a purchase price of $0.065 per share. The purchase price for the pre-funded …