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Marius Grobler

Infinity Lounge

Day: July 31, 2025

Meta’s Q2 Beat Was Just A Warm-Up Thanks To Game-Changing AI Investments

https://seekingalpha.com/article/4806729-meta-q2-beat-was-just-a-warm-up-thanks-to-game-changing-ai-investments

ArcBest: Upside Remains Even After A 16% Increase

https://seekingalpha.com/article/4806730-arcbest-upside-remains-even-after-16-percent-increase?source=feed_all_articles

TPG: Own This Year’s Private Equity Laggard Into Earnings

https://seekingalpha.com/article/4806731-tpg-own-this-years-private-equity-laggard-into-earnings?source=feed_all_articles

Kellanova misses quarterly profit estimates amid US consumer spending squeeze

https://finance.yahoo.com/news/kellanova-misses-quarterly-profit-estimates-125612658.html

What O’Reilly Automotive’s Earnings Say About the Health of Its Business

https://www.fool.com/investing/2025/07/31/oreilly-automotive-earnings-health-business/

Huntington Ingalls tops quarterly results as shipbuilding snags ease

https://finance.yahoo.com/news/huntington-ingalls-tops-quarterly-results-130832393.html

Excellent Execution Drove IDEXX Laboratories (IDXX) Shares Amid Macro Challenges

https://finance.yahoo.com/news/excellent-execution-drove-idexx-laboratories-130704564.html

Here’s Why Baron Health Care Fund Chose to Exit UnitedHealth Group Incorporated (UNH)

https://finance.yahoo.com/news/why-baron-health-care-fund-130903177.html

Jobless claims stay low as companies remain hesitant about layoffs

The data indicate a stable labor market with low layoff activity.

Mastercard earnings show robust spending — and send an upbeat message for Visa investors

Mastercard boosted its guidance for the year, suggesting to one analyst that Visa’s forecast is “overly conservative.”

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