NYSE:MAN
NYSE:MANProfessional Services

Why ManpowerGroup (MAN) Is Up 5.7% After Reporting Q2 Loss and Weak Q3 Guidance and What's Next

ManpowerGroup Inc. reported a net loss of US$67.1 million for the second quarter and issued third-quarter earnings guidance of US$0.77 to US$0.87 per share, both of which are significantly below prior-year levels. This shift from profitability to losses, paired with cautious guidance, highlights ongoing operational pressures and indicates that the company's near-term outlook remains subdued. We will examine how ManpowerGroup's transition to losses reflects operational challenges that could...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Why Sunrun (RUN) Is Up 5.3% After Puerto Rico Battery Dispatch and $431M Securitization News and What's Next

Earlier this week, Sunrun began dispatching more than 37,000 home batteries to supply emergency power to Puerto Rico's grid operator during periods of high electricity demand, while also announcing the completion of a US$431 million securitization of leases and power purchase agreements backed by over 63,000 systems across the US. This dual development highlights Sunrun's growing impact on both local grid resilience through distributed energy resources and its access to capital markets for...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Did Strong Q2 Results and Share Buybacks Just Shift SkyWest's (SKYW) Investment Narrative?

SkyWest recently announced its second quarter 2025 results, reporting revenue of US$1.04 billion and net income of US$120.27 million, both up from the prior year, alongside progress on its share repurchase program. The combination of strong earnings growth and share buybacks highlights ongoing improvements in operational performance and an emphasis on returning value to shareholders. We'll explore what SkyWest's continued earnings growth and share repurchases could mean for its future...
NYSE:GVA
NYSE:GVAConstruction

Should Guam Missile Defense Contract Win Require Action From Granite Construction (GVA) Investors?

Granite Construction and its joint venture partner previously secured a federally funded US$158 million task order from the Naval Facilities Engineering Command for a large-scale missile defense project in Guam, and were also awarded a US$17 million bridge replacement contract by the Utah Department of Transportation. These wins strengthen Granite’s order backlog and provide added visibility for future revenues, reflecting ongoing demand for its infrastructure expertise. We’ll explore how...
NYSE:ITGR
NYSE:ITGRMedical Equipment

How Strong Q2 2025 Earnings Growth at Integer Holdings (ITGR) Has Changed Its Investment Story

Integer Holdings Corporation recently reported its second quarter 2025 financial results, with sales rising to US$476.49 million and net income increasing to US$37.01 million compared to the prior year period. This performance reflects stronger year-over-year quarterly growth, even as six-month net income figures lag behind those reported last year. We'll explore how Integer Holdings' higher quarterly earnings, including improved earnings per share, may influence its outlook and investment...
NYSE:FBK
NYSE:FBKBanks

Should FB Financial’s (FBK) Declining EPS and Rising Net Interest Income Prompt Investor Action?

FB Financial Corporation recently reported its second quarter and half-year 2025 results, highlighting an increase in net interest income to US$111.42 million for the quarter, but a significant decrease in net income and earnings per share compared to the prior year. While the company completed a substantial share buyback and maintained low net charge-offs, the sharp reduction in profitability stands out against the overall operational activity for the period. We'll explore how the drop in...
NYSE:CWK
NYSE:CWKReal Estate

Cushman & Wakefield (CWK) Is Up 6.3% After Term Loan Repricing and Leadership Appointment – Has The Bull Case Changed?

Earlier this week, Cushman & Wakefield announced the successful repricing of approximately US$948 million of its Term Loan due 2030, lowering the interest rate by 50 basis points, and named Ben Cullen as the new UK country head following a leadership transition. This combination of improved financing terms and continuity in experienced leadership signals a strengthened financial position and stability during a period of industry change. We'll examine how the Term Loan repricing could alter...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Why Old National Bancorp (ONB) Is Down 5.4% After Q2 Earnings and Leadership Change and What's Next

Old National Bancorp recently reported its second quarter 2025 earnings, with net interest income rising to US$514.79 million and net income reaching US$125.41 million, alongside a leadership transition as Timothy M. Burke, Jr. joined as President and Chief Operating Officer. While net interest income and net income increased, the bank also experienced higher net charge-offs compared to the previous year and saw diluted earnings per share from continuing operations edge down slightly for the...
NYSE:ASB
NYSE:ASBBanks

What Associated Banc-Corp (ASB)'s Raised 2025 Net Interest Income Guidance Means For Shareholders

Associated Banc-Corp recently reported its second quarter 2025 financial results, showing net income of US$111.23 million and diluted earnings per share of US$0.65, alongside higher net charge offs compared to the prior quarter. An important update from the company was its revised full-year guidance, projecting total net interest income growth of 14% to 15% for 2025, pointing to a positive outlook on core banking revenues. We'll examine how this stronger net interest income guidance may...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria's Secret (VSCO) Is Up 12.8% After Body by Victoria FlexFactor Bra Launch - What's Changed

On July 23, 2025, Victoria's Secret launched the FlexFactor Lightly Lined Plunge Demi Bra, a new addition to its Body by Victoria collection, featuring innovative wireless support and an ultra-light construction aimed at enhanced comfort and fit. This collection reportedly sells one bra every five seconds, suggesting a strong product following and the potential for meaningful customer engagement through ongoing innovation. We'll explore how the Body by Victoria launch strengthens Victoria's...
NYSE:EHC
NYSE:EHCHealthcare

What Encompass Health (EHC)'s Dividend Raise and New Hospitals Mean For Shareholders

Encompass Health recently approved a US$0.02 increase to its quarterly dividend, declaring a US$0.19 per share payment for October 2025, while announcing the opening of a 50-bed rehabilitation hospital in Daytona Beach and plans for a new 40-bed facility in Tennessee. These moves reinforce the company’s dedication to both returning value to shareholders and expanding access to specialized rehabilitative care across key markets. We will examine how the boost to the dividend and new hospital...
NasdaqGS:CRNX
NasdaqGS:CRNXBiotechs

Positive PALSONIFY Trial Data Could Be A Game Changer For Crinetics Pharmaceuticals (CRNX)

Crinetics Pharmaceuticals announced new data from its clinical development program assessing oral PALSONIFY in acromegaly, with results from the open-label extension of pivotal trials presented at the Endocrine Society’s Annual Meeting in July 2025. The data included a pooled analysis showing reduced symptom burden for patients compared to placebo, regardless of treatment history or level of biochemical disease control. We’ll examine how the long-term clinical profile of PALSONIFY could...
NasdaqGS:ENVX
NasdaqGS:ENVXElectrical

Enovix (ENVX) Is Down 5.5% After Removal from Major Russell Indexes - What's Changed

On July 24, 2025, Enovix Corporation was removed from a broad range of major Russell equity indexes, prompting institutional investors to adjust their holdings of the stock. This sweeping removal from multiple indexes can influence trading volumes and change Enovix’s visibility to funds and investors that track these benchmarks. We’ll examine how the widespread index removals could affect Enovix’s investment narrative and future market positioning. Uncover the next big thing with financially...
TSX:MX
TSX:MXChemicals

How Investors May Respond To Methanex (TSX:MX) Quarterly Dividend Announcement and Capital Allocation Strategy

Methanex Corporation recently declared a quarterly dividend of US$0.185 per share, payable on September 30, 2025, to shareholders of record as of September 16, 2025. This dividend declaration highlights the company's emphasis on shareholder returns even as it manages industry opportunities and expansion efforts. We'll explore how the quarterly dividend underscores Methanex's approach to balancing capital allocation with its ongoing investment narrative. Rare earth metals are the new gold...
NYSE:STWD
NYSE:STWDMortgage REITs

How Investors May Respond To Starwood Property Trust (STWD) $502M Equity Raise and Dividend Announcement

Earlier this month, Starwood Property Trust completed a follow-on equity offering, raising US$502.35 million through the sale of 25,500,000 shares, while its board also declared a quarterly dividend of US$0.48 per share and issued earnings guidance for the June quarter. The combination of a large capital raise and continued dividend payments reflects management's commitment to both strengthening the balance sheet and maintaining shareholder returns. We'll examine how the substantial US$502...
NYSE:NNI
NYSE:NNIConsumer Finance

Is Nelnet’s (NNI) Launch of AI Platform Propelr Altering Its Investment Case?

Earlier this week, Nelnet Business Services launched Propelr, an AI-powered learning platform designed to help human resources and compliance leaders deliver scalable, engaging training for workforce development and retention. By leveraging Nelnet’s long-standing expertise in education technology, Propelr aims to address the increasing demand for digital onboarding, compliance training, and professional development solutions in today’s evolving workplace. We’ll explore how Nelnet’s entry...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY) Is Up 6.6% After New AI Coding Series Launch and Leadership Appointment - What's Changed

Earlier this week, Udemy unveiled its new Vibe Coding Series, expert-led, AI-focused courses designed for practical skill application, and announced the upcoming Model Context Protocol Server, enabling organizations to seamlessly integrate personalized learning into existing workplace AI tools. The rapid rollout of these AI-enabled products, paired with the appointment of Sarah Healy as Chief Skills and Learning Officer, highlights Udemy’s focus on embedding workflow-driven upskilling and...