Higher Consumer Confidence Could Benefit These 3 Retail Stocks — Positive

NKE  ONON  ROST   MarketBeat — July 31, 2025

As the market stays near its all-time highs, understanding and breaking down the fundamental data becomes more important than ever for investors. With this in mind, there are typically two sets of data that truly drive the view and performance of the different sectors of the economy: first, the business data, and then the consumer data to balance the supply and demand equation.

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ATHENS, Greece, July 31, 2025 (GLOBE NEWSWIRE) -- Performance Shipping Inc. (NASDAQ: PSHG) (“we” or the “Company”), a global shipping company specializing in the ownership of tanker vessels, is pleased to announce the successful naming and delivery of its first LR2 Aframax newbuilding, M/T P. Massport, constructed at Shanghai Waigaoqiao Shipbuilding Co. Ltd. in the People's Republic of China. The naming ceremony was held at the shipyard, with Ms. Nicole Gummerus serving as the vessel's godmother. In line with maritime tradition, she blessed the vessel and wished her crew safe and successful voyages.

image for news Performance Shipping Inc. Announces Naming and Delivery of M/T P. Massport, First of Four Newbuild Tankers on Order

Howmet (HWM) Q2 Earnings and Revenues Surpass Estimates — Positive

HWM   Zacks Investment Research — July 31, 2025

Howmet (HWM) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.67 per share a year ago.

image for news Howmet (HWM) Q2 Earnings and Revenues Surpass Estimates

Affiliated Managers Group (AMG) Q2 Earnings Top Estimates — Positive

AMG   Zacks Investment Research — July 31, 2025

Affiliated Managers Group (AMG) came out with quarterly earnings of $5.39 per share, beating the Zacks Consensus Estimate of $5.26 per share. This compares to earnings of $4.67 per share a year ago.

image for news Affiliated Managers Group (AMG) Q2 Earnings Top Estimates

Stagwell (STGW) Meets Q2 Earnings Estimates — Positive

STGW   Zacks Investment Research — July 31, 2025

Stagwell (STGW) came out with quarterly earnings of $0.17 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.14 per share a year ago.

image for news Stagwell (STGW) Meets Q2 Earnings Estimates

Sirius XM (SIRI) Misses Q2 Earnings Estimates — Negative

SIRI   Zacks Investment Research — July 31, 2025

Sirius XM (SIRI) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.8 per share a year ago.

image for news Sirius XM (SIRI) Misses Q2 Earnings Estimates

If the company's core business continues growing at the current rate and its Superintelligence efforts gain traction, “there's no telling what the ceiling is for Meta,” Bernstein analysts said.

image for news Meta's growth strikes Wall Street as incomprehensibly strong, and the stock rockets

AtlasClear Holdings, Inc. Provides Update on Financing — Neutral

ATCH   Business Wire — July 31, 2025

TAMPA, Fla.--(BUSINESS WIRE)--AtlasClear Holdings, Inc. (“AtlasClear Holdings” or the “Company”) (NYSE American: ATCH) has provided an update for their proposed financing and partnership with Hanire LLC. “At the request of shareholders, we want to update the market on the previously announced Hanire investment agreements and the improvements to the transaction for our shareholders, which we anticipate funding shortly,” said Craig Ridenhour, President, AtlasClear Holdings. The agreed upon amende.

image for news AtlasClear Holdings, Inc. Provides Update on Financing

Microsoft: Massive Cloud Upswing — Positive

MSFT   Seeking Alpha — July 31, 2025

Microsoft Corporation delivered strong Q4 results, driven by 26% Y/Y growth in Intelligent Cloud and robust free cash flow, sending shares up over 8% in the after-hours market. I remain bullish on Microsoft due to its leading Cloud position, accelerating AI CapEx, and ability to translate top-line growth into higher free cash flow. Microsoft's Azure has put the Cloud company on a $100B annual free cash flow run-rate.

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Beta Bionics, Inc. (BBNX) Q2 2025 Earnings Call Transcript — Neutral

BBNX   Seeking Alpha — July 31, 2025

Beta Bionics, Inc. (NASDAQ:BBNX ) Q2 2025 Earnings Call July 29, 2025 4:30 PM ET Company Participants Blake Beber - Head of Investor Relations Sean T. Saint - President, CEO & Director Stephen H.

image for news Beta Bionics, Inc. (BBNX) Q2 2025 Earnings Call Transcript

INDY: Betting On India's Large Caps — Positive

INDY   Seeking Alpha — July 31, 2025

India's strong 6.4% projected GDP growth and favorable demographics make it an attractive emerging market opportunity, despite higher volatility. INDY ETF offers focused exposure to India's top companies, especially financials, benefiting from banking reforms, digitalization, and consumer growth trends. The fund's high concentration in large caps and key industries provides growth potential, but also increases company-specific and liquidity risks.

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Acurx Pharmaceuticals, Inc. Announces Reverse Stock Split — Neutral

ACXP   PRNewsWire — July 31, 2025

Acurx's common stock is expected to begin trading on a post-split adjusted basis on August 5, 2025 STATEN ISLAND, N.Y. , July 31, 2025 /PRNewswire/ -- Acurx Pharmaceuticals, Inc. (NASDAQ: ACXP) ("Acurx" or the "Company"), a late-stage biopharmaceutical company developing a new class of antibiotics for difficult-to-treat bacterial infections, today announced that the board of directors of the Company approved a 1-for-20 reverse stock split (the "Reverse Split") of the Company's common stock.

image for news Acurx Pharmaceuticals, Inc. Announces Reverse Stock Split

Community Healthcare Trust is a healthcare REIT focused on medical office buildings and inpatient rehabilitation facilities. The company's Q2 2025 results were impacted by one-off items, resulting in AFFO of only $0.50/share. The non-recurrence of these items, coupled with portfolio growth and Fed rate cuts, should boost quarterly AFFO to about $0.57/share by Q4 2025/Q1 2026.

image for news Community Healthcare Trust: Recent Pullback Presents A Buying Opportunity

Gentherm: Strategic Wins Reinforce Robust Pipeline — Positive

THRM   Seeking Alpha — July 31, 2025

Major wins like the Ford F-Series platform, expansion into adjacent markets, and a growing presence with Chinese OEMs support long-term growth. Despite near-term margin pressures and mixed earnings, THRM boasts a strong balance sheet, robust liquidity, and a promising commercial pipeline. Tariffs remain a near-term headwind, causing modest margin pressure due to timing lags in cost recovery.

image for news Gentherm: Strategic Wins Reinforce Robust Pipeline

Meta's AI Isn't Just Smart — It's Paying The Bills — Positive

META   Benzinga — July 31, 2025

Meta Platforms Inc META just dropped a blowout second quarter — but the real headline isn't the numbers, it's the algorithm. According to JPMorgan's Doug Anmuth, Meta's AI isn't just writing code or generating Llama buzz.

image for news Meta's AI Isn't Just Smart — It's Paying The Bills

AT&T: Keep Investing In This Growing Company — Positive

T   Seeking Alpha — July 31, 2025

I recommend a Buy rating due to strong revenue growth, margin expansion, and robust cash flow generation. The company benefits from secular tailwinds in its industry, supporting long-term demand and pricing power. Management's disciplined capital allocation and shareholder-friendly policies enhance the investment case.

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Lam Research Blows FY2025 Out Of The Water But AH Trading Shows Caution — Negative

LRCX   Seeking Alpha — July 31, 2025

Lam Research delivered explosive growth to round off FY2025 with solid guidance for Q1-2026 (September). The company has beaten the market on both 3Y, 5Y, 10Y horizon and I expect it to continue delivering outsized returns but is trading at upper range of historical valuation. China worries dampened investor enthusiasm in the after hours trading originally up 5% and then down 5% with worry for growth normalization.

image for news Lam Research Blows FY2025 Out Of The Water But AH Trading Shows Caution

Two of the three stocks in this analysis have earnings calls after the bell on Thursday, as the markets continue to look for a higher move. At this point in time, the markets continue to look for higher levels in general.

image for news AMZN, AAPL and GOOGL Forecast – Tech Stocks Continue to Look for Earnings Momentum

If any investor has stood the test of time, it's Warren Buffett, and with good reason.

image for news Want $2750 per Year in Passive Income? Invest $25,000 in These 2 Warren Buffett Stocks

Colliers International (CIGI) Beats Q2 Earnings and Revenue Estimates — Positive

CIGI   Zacks Investment Research — July 31, 2025

Colliers International (CIGI) came out with quarterly earnings of $1.72 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.36 per share a year ago.

image for news Colliers International (CIGI) Beats Q2 Earnings and Revenue Estimates