After the sharpest quarterly contraction in three years, the U.S. economy roared back robustly in the second quarter, with gross domestic product rebounding well above expectations—offering President Donald Trump a timely <a href="https://www.benzinga.com/topic/donald-trump">economic victory to celebrate. </a>



The U.S. gross domestic product expanded at a 3% annualized pace in the second quarter, after a 0.5% contraction in the previous quarter, according to advance estimates released Thursday by the Bureau of Economic Analysis.



The outcome surpassed economists expectations of a 2.4% growth, and marked the strongest pace of growth since the third quarter of last year.



&#8220;3%, way better than expected!&#8221; Trump stated on Truth Social. He then seized the moment to ramp up pressure on Fed Chair Jerome Powell just hours before the Federal Open Market Committee (FOMC) meeting later in the day.



&#8220;Too Late must lower the rate. No Inflation! Let people buy, and refinance, their homes!&#8221;



<h3 class="wp-block-heading">What Drove The Rebound?</h3>



Trade-driven distortions that skewed first-quarter data—caused by a surge in pre-tariff imports—unwound in the second quarter.



The upsurge in GDP was powered primarily by a 30.3% collapse in imports—a reversal of the 37.9% surge seen in Q1 as businesses scrambled to stockpile goods before tariffs kicked in. 



Since imports subtract from GDP, the drop provided a significant boost to the quarterly figures.



Consumer spending, the bedrock of the U.S. economy, also showed renewed strength. Real personal consumption expenditures rose 1.4%, up from just 0.5% in the previous quarter.



One of the biggest surprises was the inflation rate. The core Personal Consumption Expenditures index—the Fed's preferred inflation gauge—rose 2.5% quarter-over-quarter, down from 3.5% in the first quarter.



Headline PCE prices slowed sharply from 3.7% to 2.1%. 



In a separate release, ADP's July employment report showed private payrolls rebounding strongly, rising by 104,000 after June's 23,000 contraction—easily topping expectations for a 74,000 gain.



<h3 class="wp-block-heading">Market Reactions: Dollar Extends Rally, Crude Eyes $70</h3>



The U.S. dollar index (DXY) climbed 0.4% Thursday, extending its rally to a fifth consecutive session after stronger-than-expected economic data lifted confidence in the U.S. outlook.



Gold prices dropped as the appetite for safe-haven assets cooled. The SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) fell 0.4% to $3,315 per ounce.



Stock futures pointed to a modestly positive open. S&amp;P 500 contracts were up 0.1% at 6,380, while Nasdaq 100 futures gained 0.2% to 23,358.



Oil extended its rally, with WTI crude rising above $69.50 a barrel—the highest since June 23—buoyed by tightening supply and resilient demand.



Markets will now turn their attention to the Federal Reserve's policy decision later Wednesday, where rates are widely expected to remain steady at 4.25%-4.5%. However, growing speculation points to possible dissent among committee members who favor rate cuts.



Later this week, investors will also digest the June PCE inflation report on Thursday and the July jobs report on Friday—two key data points that could shape the Fed's next steps.



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Photo: Miha Creative via Shutterstock

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US Economy Roars Back With 3% Growth, Handing Trump A Timely Victory

Etsy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) reported second-quarter financial results before the market open on Wednesday. Here&#8217;s a rundown <a href="https://www.benzinga.com/pressreleases/25/07/n46716835/etsy-inc-reports-second-quarter-2025-results">of the report</a>. 



Q2 Earnings: Etsy reported second-quarter revenue of $672.66 million, beating analyst <a href="http://benzinga.com/quote/ETSY/earnings">estimates</a> of $646.53 million, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company reported second-quarter earnings of 25 cents per share, missing analyst estimates of 49 cents per share. 



Total revenue was up 3.8% on a year-over-year basis, driven primarily by the performance of on-site ads.&nbsp;GMS (gross merchandise sales)&nbsp;totaled $2.8 billion in the quarter, down 4.8% year-over-year. Active buyers decreased&nbsp;4.6%&nbsp;year-over-year to 87.3 million.



Etsy repurchased $335 million of its common stock in the second quarter. The company ended the period with $1.5 billion in cash, cash equivalents and short- and long-term investments. 



&#8220;We&#8217;re seeing early success in our efforts to build a more browsable shopping experience, particularly on our App, amplified by more personalized marketing and emergent AI technologies. We believe this is creating a significant runway for growth,&#8221; said Josh Silverman, CEO of Etsy.



Guidance: Etsy expects third-quarter GMS to be in the range of $2.6 billion to $2.7 billion. The company also guided for third-quarter adjusted EBITDA margin of approximately 25%. 



&#8220;Getting the Etsy marketplace back to GMS growth in the near term is our number one priority, and we have four strategic initiatives designed with this in mind,&#8221; Silverman said.



&#8220;These include showing up where shoppers discover, matching shoppers with the right content through better machine learning, retaining and rewarding our most valuable customers, and further amplifying the human connection that makes Etsy unique.&#8221;



Etsy executives will further discuss the quarter on a conference call with investors and analysts at 8:30 a.m. ET.



ETSY Price Action: <a href="http://benzinga.com/quote/ETSY">Etsy shares</a> were up 8.52% at $65.44 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.



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ETSY

Etsy Reports Mixed Q2 Earnings, Shares Move Higher

Wilbur Ross, the former Commerce Secretary under President Donald Trump, has cautioned that the U.S.-China trade war is far from over, despite recent trade agreements with the EU and Japan.



What Happened:  Ross, who was part of President Trump&#8217;s first administration, commended the recent trade deals that the White House has made with key global economies. However, he voiced doubts about the U.S.&#8217;s ability to secure a similar agreement with China, its main competitor, <a href="https://fortune.com/2025/07/29/wilbur-ross-trump-commerce-secretary-japan-eu-china-deal/">reported</a> Fortune.



He pointed out that China&#8217;s political calendar, particularly the upcoming meeting of top leaders in August, might hinder any immediate resolution. Ross also highlighted China&#8217;s reluctance to appear as &#8220;submitting to Trump&#8217;s demands.&#8221;



The U.S. and China have been engaged in a tit-for-tat tariff escalation. Despite a temporary truce in May, Ross warned that if a deal isn&#8217;t reached soon, the tariffs could return to their previous high levels, severely impacting Chinese exports to the U.S.



Ross also suggested that China might try to bypass economic sanctions by routing shipments through countries with lower U.S. tariff rates. However, the effectiveness of this approach is still unclear.



"We're in much better shape because it's now clear that if there's gonna be a real trade war with anyone it would just be with China, so it's limited the risk that we have,&#8221; stated Ross.



SEE ALSO: <a href="https://benzinga.com/news/politics/25/07/46680702/trump-administration-weighs-paradigm-shift-in-patent-system-to-raise-billions-in-revenue-report" target="_blank" rel="noreferrer noopener">Trump Administration Weighs &#8216;Paradigm Shift&#8217; In Patent System To Raise Billions In Revenue: Report</a>



Why It Matters: The U.S.-China just concluded the third round of trade talks in Stockholm, Sweden. U.S. Treasury Secretary Scott Bessent said the extension of the U.S.-China tariff truce depends on President Trump&#8217;s approval, as he has the <a href="https://www.benzinga.com/news/macro-notification/25/07/46714265/trump-has-the-final-say-on-extending-us-china-truce-says-scott-bessent-after-a-refined-tariff-talks">final say</a> on trade deals. 



The absence of a trade agreement between the U.S. and China could lead to a significant decrease in Chinese exports to the U.S. The Observatory of Economic Complexity has projected that if the two countries fail to reach a trade agreement and the proposed higher tariffs on China are implemented, <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46687133/china-risks-losing-488-billion-in-us-exports-without-trade-deal-protectionism-doesnt-protect">Chinese exports</a> to the U.S. could reduce by $488 billion by 2027.



Moreover, critics have questioned the substance of the U.S.-EU trade agreement, calling it a &#8220;framework of a deal&#8221; and suggesting that the terms are <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46711597/trump-calls-it-the-biggest-deal-ever-but-critics-are-pointing-out-nothings-been-signed-with-the-eu-did-the-president-score-a-lowercase">subject to change</a>. Similarly, industry experts have expressed skepticism about the feasibility of the EU&#8217;s pledge to purchase $750 billion worth of U.S. energy products over the <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46680157/trumps-750-billion-eu-energy-deal-wholly-unrealistic-and-absurd-say-analysts-how-would-literally-any-of-this-work">next three years</a>, as part of its trade deal with the U.S.



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<li><a href="https://www.benzinga.com/markets/equities/25/07/46680436/trumps-eu-deal-good-for-us-markets-say-experts-meta-aapl-pltr-among-likely-winners-see-full-list">Trump&#8217;s EU Deal &#8216;Good For US Markets,&#8217; Say Experts: META, AAPL, PLTR Among Likely Winners — See Full List</a></li>
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Image via Shutterstock



Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump's Ex-Commerce Secretary Warns China Won't Bow To US Like EU, Japan: 'If There's A Real Trade War…'

Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) second-quarter report didn&#8217;t sit well with longtime Tesla shareholder Ross Gerber, who pulled no punches in an interview following the release.



&#8220;Yeah, I mean, it&#8217;s garbage,&#8221; the CEO of Gerber Kawasaki Wealth and Investment Management, told <a href="https://www.youtube.com/watch?v=TjzEpljd80I">Yahoo Finance</a>, just after the report was released. &#8220;It&#8217;s sad and depressing to me that this is a business in decline when it should be&#8230; a growing business, and it&#8217;s not.&#8221;



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">"It's garbage, it's sad and depressing to me that this is a business in decline," Gerber Kawasaki Wealth &amp; Investment Management CEO <a href="https://twitter.com/GerberKawasaki?ref_src=twsrc%5Etfw">@GerberKawasaki</a> says about <a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a>. <a href="https://t.co/ONXGSb9Iue">pic.twitter.com/ONXGSb9Iue</a>&mdash; Yahoo Finance (@YahooFinance) <a href="https://twitter.com/YahooFinance/status/1948127627006685350?ref_src=twsrc%5Etfw">July 23, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



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<h2 class="wp-block-heading">Revenue Down, Sentiment Lower</h2>



On July 23, Tesla <a href="https://www.tesla.com/sites/default/files/downloads/TSLA-Q2-2025-Update.pdf">reported</a> $22.5 billion in revenue for the second quarter, <a href="https://www.benzinga.com/markets/earnings/25/07/46587882/tesla-q2-earnings-highlights-revenue-and-earnings-fall-short-new-models-still-set-for-2025-2026">down 12% from a year earlier</a>, short of Wall Street&#8217;s $22.8 billion estimate. Automotive revenue fell even more sharply, dropping 16% year-over-year to $16.66 billion. Per-share earnings were 40 cents, missing the expected 42 cents. Operating income dropped 42% to $923 million, with operating margins falling to 4.1%.



Gerber criticized Tesla's shrinking cash flow, noting that the company is now essentially break-even without regulatory credits. &#8220;The regulatory credits are going down every quarter and they&#8217;re <a href="https://www.benzinga.com/markets/earnings/25/07/46594381/elon-musk-says-tesla-could-face-a-few-rough-quarters-as-ev-incentives-expire-and-trump-tariff-pressures-mount">going to be gone soon</a>,&#8221; he said. &#8220;And the prices are going up on the vehicles soon. So I&#8217;m just like, man, you know, this sucks.&#8221;



Deliveries also fell to 384,122 vehicles, down from 443,956 in the same period last year. Production held steady at just over 410,000 units.



Trending: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://www.benzinga.com/money/warren-buffet-make-money-when-you-sleep"> Here&#8217;s how you can earn passive income with just $10.</a>



<h2 class="wp-block-heading">High-End Sales Collapse And Brand Troubles</h2>



Gerber pointed to a 54% drop in sales of Tesla&#8217;s high-end vehicles, including the Model S, Model X, and Cybertruck. While he said he <a href="https://www.benzinga.com/markets/tech/25/07/46259057/ross-gerber-gary-black-weigh-in-on-tesla-cybertrucks-poor-sales-a-very-sad-result">likes the Cybertruck personally</a>, he criticized Tesla for not doing enough to market it.



He also warned that no matter how many new models Tesla produces, it won't matter if <a href="https://www.benzinga.com/markets/tech/25/07/46594012/teslas-new-model-y-trim-wont-expand-market-offers-zero-incremental-volume-says-gary-black">customers aren&#8217;t interested</a>. &#8220;It doesn&#8217;t matter how many products you come up with if people don&#8217;t want to buy them,&#8221; Gerber said. &#8220;They just don&#8217;t seem to want to address that issue.&#8221;



While Tesla touted early production of a <a href="https://www.benzinga.com/markets/tech/25/07/46212911/amid-declining-sales-elon-musks-tesla-confirms-new-affordable-models-will-be-introduced-this-year">more affordable model</a> set for volume release late this year, Gerber was skeptical. He acknowledged the need for a lower-cost vehicle but doubted that a <a href="https://www.benzinga.com/markets/asia/25/04/45032179/tesla-reportedly-developing-a-cheaper-model-y-e80-variant-with-fewer-features-in-china">smaller Model Y</a> would move the needle. &#8220;You&#8217;re going to lose—you&#8217;re going to cannibalize more of your business,&#8221; he warned.



<h2 class="wp-block-heading">Musk&#8217;s Influence And Image Problem</h2>



The Tesla bull didn't shy away from addressing what he sees as a core issue: CEO Elon Musk's behavior. &#8220;Even if they came out with a golden car that flew, people wouldn&#8217;t buy it because it&#8217;s Elon Musk&#8217;s car,&#8221; Gerber said.



See Also: How do billionaires pay less in income tax than you?<a href="https://www.benzinga.com/money/tax-deferring-adv"> Tax deferring is their number one strategy</a>.



He argued that Musk&#8217;s political commentary and <a href="https://www.benzinga.com/news/politics/25/07/46215609/elon-musk-regrets-cpac-chainsaw-stunt-it-lacked-empathy">public actions</a> have alienated potential buyers. &#8220;Elon&#8217;s political, not just opinions, but his actual behavior in public is just super inappropriate and turns off basically everybody now,&#8221; he said. &#8220;Until he wants to address that, I still think it&#8217;s going to be hard for Tesla to grow.&#8221;



Though Gerber supports <a href="https://www.benzinga.com/personal-finance/management/25/07/46510590/elon-musk-returns-to-intense-work-schedule-back-to-working-7-days-a-week-and-sleeping-in-the-office">Musk returning to a more active CEO role</a>—&#8221;The CEO of the company should actually work at the company&#8221;—he said that won't fix the brand image alone. &#8220;Probably the best thing he could do is work at Tesla and never tweet again,&#8221; he added.



Gerber also isn&#8217;t convinced that robotaxis are a game-changer. &#8220;What is so exciting about a business that&#8217;s been around for a long time?&#8221; he said. &#8220;I get in a Waymo. It takes me from A to B. Costs me 20 bucks. Big deal.&#8221;



He also expects Tesla to eventually acquire xAI, Musk&#8217;s AI startup, which would give Musk more control of Tesla. &#8220;Sadly, I think Tesla&#8217;s shareholders are going to vastly overpay for xAI,&#8221; he said. &#8220;They need the cash out of Tesla&#8217;s balance sheet for xAI to grow.&#8221;



Despite all his concerns, Gerber said he&#8217;s still long Tesla and isn't betting against Musk. But he&#8217;s clear-eyed about what needs to change: &#8220;Maybe in a year things get better. But if he doesn&#8217;t change the way he&#8217;s acting, I don&#8217;t see how anything gets better.&#8221;



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Image: Imagn Images

TSLA

Ross Gerber Calls Tesla's Q2 Report 'Garbage.' He Says It's 'Sad And Depressing' To See The Company Is In Decline

The cryptocurrency market remained calm Tuesday ahead of the Federal Reserve&#8217;s interest rate decision, with traders expecting the central bank to keep rates unchanged.



<figure class="wp-block-table"><table class="has-fixed-layout"><thead><tr><th>Cryptocurrency</th><th>Gains +/-</th><th>Price (Recorded at 10:30 p.m. ET)</th></tr></thead><tbody><tr><td>Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td><td>+0.26%</td><td>$117,951.86</td></tr><tr><td>Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+1.63%</td><td>$3,804.28</td></tr><tr><td>Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+0.86%</td><td>$0.2255</td></tr></tbody></table></figure>



What Happened: Bitcoin continued to fluctuate between $117,000 and $119,000, as trading volume remained thin. This, <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46706233/strategy-closes-2-52b-strc-ipo-acquires-21021-bitcoin-at-117k-each">despite a $2.52 billion purchase</a> by Strategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) using the proceeds from the initial public offering of its STRC preferred stock.



Ethereum, meanwhile, rose slightly, <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/07/46710463/cathie-woods-15m-crypto-bet-sells-bitcoin-king-block-doubles-down-on-ethereum-giant-bitmine-immersion">helped by significant investments</a> by Cathie Wood-led Ark Invest in BitMine Immersion Technologies Inc. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#AMEX">BMNR</a>), a firm that has adopted ETH as its primary reserve asset.



Bitcoin's market dominance dipped to 60.6%. On the other hand, Ethereum's market share increased to 11.9%



Cryptocurrency liquidations shot up to $300 million in the last 24 hours, with $209 million in upside bets wiped out.



Bitcoin's open interest dropped by 1.45% in the last 24 hours. The majority of Binance derivatives traders with open BTC positions continued to bet on the coin's price drop, according to the Long/Shorts ratio.&nbsp;



Top Gainers (24 Hours)



<figure class="wp-block-table"><table class="has-fixed-layout"><thead><tr><th>Cryptocurrency</th><th>Gains +/-</th><th>Price (Recorded at 10:30 p.m. ET)</th></tr></thead><tbody><tr><td>Pump.fun (PUMP)&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+15.13%</td><td>$0.002762</td></tr><tr><td>XDC Network (XDC)&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+11.74%</td><td>$0.09987</td></tr><tr><td>Four (FORM)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td><td>+11.04%</td><td>$3.80 </td></tr></tbody></table></figure>



The global cryptocurrency market capitalization stood at $3.88 trillion, following a modest increase of 0.46% in the last 24 hours.



Stocks retreated from record highs on Tuesday. The Dow Jones Industrial Average dropped 204.57 points, or 0.46%, to close at 44,632.9. The S&amp;P 500 fell 0.30%, ending at 6,370.86, while the tech-heavy Nasdaq Composite slid 0.38% to finish at 21,098.29.



Investors will likely shift focus to the <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46661023/fed-rate-cuts-goldman-forecast-2025-inflation">Federal Reserve&#8217;s interest rate decision</a> on Wednesday, with the market pricing in more than a 97% chance that rates will remain steady at the current range of 4.25% to 4.5%, <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">according </a>to the CME FedWatch tool.&nbsp;



See More: <a href="https://www.benzinga.com/money/best-crypto-scanners">Best Cryptocurrency Scanners</a>



Analyst Notes: Cryptocurrency trader The Crypto Monk spotted Bitcoin forming a new range before the monthly close.



"Don&#8217;t see much room for a retracement. Next impulse is probably gonna send it to $130,000," the trader predicted.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">2 days before monthly close and <a href="https://twitter.com/search?q=%24BTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$BTC</a> looks like it&#39;s forming a fresh range. Don&#39;t see much room for a retracement. Next impulse is probably gonna send it to $130k. <a href="https://t.co/lCXKqBIpUH">pic.twitter.com/lCXKqBIpUH</a>&mdash; The Crypto Monk (@thecryptomonk) <a href="https://twitter.com/thecryptomonk/status/1950298375028715763?ref_src=twsrc%5Etfw">July 29, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



Widely followed cryptocurrency analyst and trader Michaël van de Poppe predicted another leg upward for Ethereum, with a target at $4,100.



"I assumed we&#8217;d had a slightly deeper correction on ETH. Didn&#8217;t happen," the analyst said. "I think we&#8217;ll sweep that level [$4,100] and consolidate for a little."



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I assumed we&#39;d had a slightly deeper correction on <a href="https://twitter.com/search?q=%24ETH&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$ETH</a>. Didn&#39;t happen. In that case, I think we&#39;ll be seeing another run upwards, the target is quite clear: the high at $4,100. I think we&#39;ll sweep that level and consolidate for a little. Up we go. <a href="https://t.co/We5xaGGF6I">pic.twitter.com/We5xaGGF6I</a>&mdash; Michaël van de Poppe (@CryptoMichNL) <a href="https://twitter.com/CryptoMichNL/status/1950142256356196825?ref_src=twsrc%5Etfw">July 29, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



Photo: Yalcin Sonat on Shutterstock.com



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Bitcoin Trades Flat Ahead Of Fed Interest Rate Decision; Ethereum, Dogecoin Gain: Analyst Says 'Next Impulse' Will Send BTC To $130,000

The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the &#8220;Greed&#8221; zone on Tuesday.



U.S. stocks settled lower on Tuesday, with the Dow Jones index falling more than 200 points during the session.



UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) reported downbeat second-quarter 2025 earnings on Tuesday and reestablished its 2025 guidance. The Procter &amp; Gamble Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) reported better-than-expected earnings for the second quarter on Tuesday.



On the economic data front, the number of job openings declined by 275,000 to 7.437 million in June, compared to market expectations of 7.55 million. The S&amp;P CoreLogic Case-Shiller Home Price Index increased 2.8% year-over-year for May. U.S. wholesale inventories increased 0.2% month-over-month to $907.7 billion in June. The U.S. trade deficit in goods shrank by $10.4 billion to $86 billion in June.



The Federal Reserve will announce its interest-rate decision today, with investors expecting no change in rates.



Most sectors on the S&amp;P 500 closed on a negative note, with industrials, consumer discretionary and health care stocks recording the biggest losses on Tuesday. However, real estate and utilities stocks bucked the overall market trend, closing the session higher.



The Dow Jones closed lower by 205 points to 44,632.99 on Tuesday. The S&amp;P 500 fell 0.30% to 6,370.86, while the Nasdaq Composite declined 0.38% to 21,098.29 during Tuesday's session.



Investors are awaiting earnings results from Meta Platforms Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Kraft Heinz Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>) today.



What is CNN Business Fear &amp; Greed Index?



At a current reading of 69.1, the index remained in the &#8220;Greed&#8221; zone on Tuesday, versus a prior reading of 72.2.



The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.



Read Next:<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46684052/jim-cramer-prefers-this-financial-stock-over-brighthouse-financial"> </a>



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46684052/jim-cramer-prefers-this-financial-stock-over-brighthouse-financial">Jim Cramer Prefers This Financial Stock Over Brighthouse Financial</a></li>
</ul>



Photo courtesy: Shutterstock

Pre-Market Outlook

MSFT

Dow Falls Over 200 Points Ahead Of Fed Decision: Investor Sentiment Declines, But Fear Index Remains In 'Greed' Zone

Healthcare company, UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), says that it will drop 600,000 Medicare Advantage members and launch a sweeping operational overhaul after being blindsided by $6.5 billion in unanticipated medical costs.



What Happened: During its <a href="https://www.benzinga.com/markets/earnings/25/07/46688163/unitedhealth-misses-q2-mark-but-vows-a-healthier-2026">second-quarter earnings</a> call on Tuesday, UnitedHealthcare&#8217;s CEO, Tim Noel, said, &#8220;Our pricing assumptions were well short of actual medical costs.&#8221;



&#8220;We know these are serious challenges. We are humbled by them,&#8221; Noel says. As the company now expects the full-year Medicare Advantage trend, which refers to the year-over-year increase in healthcare costs per member, to be approximately 7.5%, well above the 5% trend it had assumed when setting 2025 bids.



See Also: <a href="https://www.benzinga.com/news/25/07/46624499/centene-gears-up-for-q2-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts">Centene Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a>



Under Medicare Advantage, private insurers such as UnitedHealth get paid a fixed amount by the U.S. Government, per enrollee, to manage their care. 



&#8220;Physician and outpatient care together represent 70% of the pressure year to date,&#8221; Noel said. &#8220;In short, most encounters are intensifying in services and costing more.&#8221;



The decision to exit underperforming plans, which affect more than 600,000 members, is centered around &#8220;less managed products such as PPO (Preferred Provider Organization) offerings,&#8221; according to Noel. He added that UnitedHealth has made &#8220;significant adjustments to benefits&#8221; in response to margin compression.



Executive Chairman, Stephen Hemsley, who recently returned to the top role, said the company is undergoing a fundamental reset. He says, &#8220;We have embarked on a real cultural shift in our relationship with regulators and all external stakeholders.&#8221;



Hemsleys says they &#8220;intend to infuse this entire enterprise with an AI-first orientation,&#8221; as the company reaffirmed its plans to deliver nearly $1 billion in cost reductions by 2026, while targeting a return to earnings growth starting in 2027.



Why It Matters: UnitedHealth Group has had a rough year in 2025, with the stock down 48% year-to-date, amid a slew of challenges in recent months.



It began with the assassination of its former CEO, Brian Thompson, in December 2024, by Luigi Mangione, which later became the subject of an investor lawsuit that alleges the company downplayed <a href="https://www.benzinga.com/general/health-care/25/05/45305392/unitedhealth-investors-claim-company-hid-profit-impact-of-ceos-murder">the potential impact</a> of this murder on its performance.



In May, the stock plunged again due to the <a href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance">abrupt resignation</a> of the company&#8217;s CEO, Andrew Witty, with former CEO, Hemsley, succeeding him. The company also suspended its guidance for 2025 at the same time, citing continued acceleration in care activity.



Last week, the company announced that it was cooperating with the U.S. Department of Justice&#8217;s criminal healthcare fraud unit, which has brought UnitedHealth&#8217;s <a href="https://www.benzinga.com/news/legal/25/07/46605691/unitedhealth-under-federal-scrutiny-reaffirms-integrity-of-its-medicare-operations">Medicare billing practices</a> into scrutiny.



The company released its <a href="https://www.benzinga.com/markets/earnings/25/07/46688163/unitedhealth-misses-q2-mark-but-vows-a-healthier-2026">second-quarter results</a> on Tuesday, reporting $111.62 billion in revenue, up 13% year-over-year, but missing consensus estimates of $111.69 billion. It posted a profit of $4.08, down from $6.80 a year ago, and missing the consensus of $4.95.



Price Action: Shares of UnitedHealth Group were down 7.46% on Tuesday, closing at $261.07, but are up 0.72% after hours.



<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="148" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29221157/Screenshot-2025-07-30-at-7.41.42-AM-1024x148.png" alt="" class="wp-image-1006087" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29221157/Screenshot-2025-07-30-at-7.41.42-AM-1024x148.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29221157/Screenshot-2025-07-30-at-7.41.42-AM-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29221157/Screenshot-2025-07-30-at-7.41.42-AM-768x111.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29221157/Screenshot-2025-07-30-at-7.41.42-AM.png 1520w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>



According to Benzinga&#8217;s Edge Stock Rankings, UnitedHealth Group scores poorly across the board, with an unfavorable price trend in the short, medium and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock, along with how it compares with peers and competitors.



Photo Courtesy: JHVEPhoto on Shutterstock.com



Read More: 



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/insights/short-sellers/25/07/46600291/how-is-the-market-feeling-about-unitedhealth-group">How Is The Market Feeling About UnitedHealth Group?</a></li>
</ul>

Large Cap

Health Care

General

UnitedHealth Hit By $6.5 Billion Medical Cost Blowout: Launches AI-Led Overhaul, Drops 600K Members To Regain Margins — 'These Are Serious Challenges'

Editor&#8217;s Note: The article has been updated with the latest information.



A powerful 8.8-magnitude earthquake struck 74 miles east-southeast of Russia&#8217;s Petropavlovsk-Kamchatsky at 11:25 a.m. local time Wednesday, generating destructive tsunami waves across the Pacific Basin.&nbsp;



<h2 class="wp-block-heading">Strongest Regional Seismic Event Since 1952 Prompts Mass Evacuations</h2>



The shallow tremor, occurring at a depth of 12 miles according to the U.S. Geological Survey, represents the strongest seismic event in the region since 1952, <a href="https://www.bbc.com/news/live/c3r4x9yrrg4t">reported</a> the BBC.



President Donald Trump issued emergency warnings Tuesday evening, posting on X: &#8220;Due to a massive earthquake that occurred in the Pacific Ocean, a Tsunami Warning is in effect for those living in Hawaii. A Tsunami Watch is in effect for Alaska and the Pacific Coast of the United States.&#8221;



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Due to a massive earthquake that occurred in the Pacific Ocean, a Tsunami Warning is in effect for those living in Hawaii. A Tsunami Watch is in effect for Alaska and the Pacific Coast of the United States. Japan is also in the way. Please visit <a href="https://t.co/wdFzeu1I0h">https://t.co/wdFzeu1I0h</a> for the…&mdash; Donald J. Trump (@realDonaldTrump) <a href="https://twitter.com/realDonaldTrump/status/1950379902789964153?ref_src=twsrc%5Etfw">July 30, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



<h2 class="wp-block-heading">Nuclear Infrastructure And Energy Sector Response</h2>



Tokyo Electric Power Company Holdings Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TKECF#OTC">TKECF</a>) evacuated workers from the Fukushima nuclear facility as a precautionary measure, though the operator reported no operational irregularities. The facility, located in Japan&#8217;s tsunami-affected eastern seaboard region, was the site of the 2011 nuclear disaster following a similar seismic event.



Japanese Chief Cabinet Secretary Yoshimasa Hayashi confirmed no immediate infrastructure damage or injuries, though authorities ordered mass evacuations along coastal areas where waves could reach 10 feet in height.



<h2 class="wp-block-heading">Transportation and Logistics Disruption</h2>



Hawaii&#8217;s Department of Transportation implemented emergency protocols across all islands, opening Kolekole Pass for Leeward coast evacuations while shutting down Nanakuli Contraflow operations. The Coast Guard Captain ordered all commercial vessels to evacuate Hawaii harbors, closing ports to incoming traffic.



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://t.co/FzENeXlCJa">pic.twitter.com/FzENeXlCJa</a>&mdash; Hawaii DOT (@DOTHawaii) <a href="https://twitter.com/DOTHawaii/status/1950410649806246321?ref_src=twsrc%5Etfw">July 30, 2025</a></blockquote><script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
</div></figure>



Traffic gridlock developed as 1.9 million residents rushed to higher ground in Japan, with major rail lines suspended and flights cancelled, according to the BBC. The disruption affects supply chain operations across the Pacific shipping corridor, a critical route for U.S.-Asia trade flows.



California&#8217;s National Weather Service confirmed tsunami waves reached Arena Cove and Monterey, measuring 1.6 feet and 1.4 feet, respectively. Hawaii&#8217;s emergency management downgraded warnings to advisory level, allowing evacuated residents to return home with caution.



Read Next:



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<li><a href="https://www.benzinga.com/markets/tech/25/07/46681044/india-becomes-top-us-smartphone-exporter-as-trade-war-pressures-drive-supply-chain-shift-from-china" target="_blank" rel="noreferrer noopener">India Becomes Top US Smartphone Exporter As Trade War Pressures Drive Supply Chain Shift From China</a></li>
</ul>



Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.



Photo courtesy: Shutterstock

TKECF

Massive 8.8 Quake Off Russia Triggers Pacific-Wide Tsunami: Evacuations Across Japan, US West Coast (UPDATED)

Trading platform company Robinhood Markets Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) could highlight the growth of customers and cryptocurrency trading volume when the company reports second-quarter financial results <a href="https://www.benzinga.com/earnings">after market close Wednesday</a>.



HOOD stock: <a href="https://www.benzinga.com/quote/HOOD" target="_blank" rel="noreferrer noopener">Track it now here.</a>



Here are the earnings estimates and key items to watch.



Earnings Estimates: Analysts expect Robinhood to report second-quarter revenue of $899 million, up from $682 million in last year's second quarter, according to data <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0729">from Benzinga Pro.</a>



The company has beaten analyst estimates for revenue in two straight quarters and seven of the last 10 quarters overall.



Analysts expect Robinhood to report second-quarter earnings per share of 30 cents, up from 21 cents per share in last year's second quarter.



Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46419665/cramers-parc-playbook-robinhoods-breakout-potential-outshines-the-meme-stock-pack">Cramer&#8217;s PARC Playbook: Robinhood&#8217;s Breakout Potential Outshines The Meme Stock Pack</a>



Key Items to Watch: Analysts have been <a href="https://www.benzinga.com/quote/HOOD/analyst-ratings">raising their price targets</a> for Robinhood stock ahead of the quarterly results.



The company has been reporting strong monthly figures in recent reports. In the May <a href="https://investors.robinhood.com/news-releases/news-release-details/robinhood-markets-inc-reports-may-2025-operating-data">update</a>, the company reported that crypto trading volume was $8.6 billion in April and $11.7 billion in May. Compare that to $7.1 billion in May of the previous year and you can see how strong this quarter's crypto revenue may be.



Robinhood's <a href="https://www.benzinga.com/news/earnings/25/04/45118133/robinhood-q1-earnings-highlights-record-trading-volumes-transaction-based-revenues-up-77-gold-subscribers-up-90">first-quarter </a>cryptocurrency revenue was up 100% year-over-year. With Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) hitting all-time highs in the quarter and Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) gaining momentum, it's quite possible that Robinhood reports a great figure for crypto trading volume and crypto-related revenue.



Also, keep in mind that Robinhood closed its acquisition of Bitstamp on June 2, which means part of those operations will hit the quarterly results for the first time. Bitstamp has over 500,000 funded accounts.



The latest report also showed that Robinhood's funded customers were 25.9 million at the end of May. That would be up from 25.8 million at the end of the first quarter. Total platform assets were up 89% year-over-year in May at $255 billion.



Robinhood stock is already up over 100% year-to-date so expectations are likely high for the quarterly results and guidance. The recent report indicates that all company metrics are seeing growth, including customer accounts, assets and trading volume.



Other key areas investors will be watching include momentum for the company's<a href="https://www.benzinga.com/25/04/44825414/robinhood-ceo-brushes-off-concerns-prediction-markets-are-gambling-they-have-societal-value-across-all-categories"> prediction markets</a> and its Robinhood Gold memberships and cards.



HOOD Price Action: Robinhood stock closed down 3.23% to $103.32 on Tuesday versus a 52-week trading range of $13.98 to $113.44. Robinhood stock is up more than 162% year-to-date in 2025.



Read Next: 



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46435581/robinhood-ceo-vlad-tenev-defends-tokenizing-elon-musks-spacex-sam-altmans-openai-they-were-a-little-bit-upset">Robinhood CEO Vlad Tenev Defends Tokenizing Elon Musk&#8217;s SpaceX, Sam Altman&#8217;s OpenAI: &#8216;They Were A Little Bit Upset…&#8217;</a></li>
</ul>



Photo: dennizn via Shutterstock

Previews

HOOD

Robinhood Q2 Preview: Will Crypto Surge Lift Results, Shares?

Starbucks Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) reported third-quarter financial results after the market close on Tuesday. Here&#8217;s a look at the key details <a href="https://www.benzinga.com/pressreleases/25/07/b46704797/starbucks-reports-q3-fiscal-year-2025-results">from the report</a>.



SBUX stock is ticking upward now. <a href="https://www.benzinga.com/quote/SBUX" target="_blank" rel="noreferrer noopener">See the chart here.</a>



Q3 Earnings: Starbucks reported third-quarter revenue of $9.46 billion, beating <a href="https://www.benzinga.com/quote/SBUX/earnings" target="_blank" rel="noreferrer noopener">analyst estimates</a> of $9.29 billion. The coffee giant reported third-quarter adjusted earnings of 50 cents per share, missing analyst estimates of 65 cents per share, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.



Consolidated net revenue was up 4% on a year-over-year basis. Global comparable store sales declined 2%, driven by a 2%&nbsp;decline in comparable transactions, partially offset by a&nbsp;1%&nbsp;increase in average ticket. Comparable store sales fell 2% in North America and were approximately flat internationally. The company said comparable store sales in China were up 2% in the quarter.



Starbucks opened 308 net new stores in&nbsp;the third quarter and ended the quarter with 41,097 total locations. The company said it had approximately $4.17 billion in cash and cash equivalents at quarter&#8217;s end.



&#8220;We&#8217;ve fixed a lot and done the hard work on the hard things to build a strong operating foundation, and based on my experience of turnarounds, we are ahead of schedule,&#8221; said&nbsp;Brian Niccol, chairman and CEO of Starbucks.



&#8220;In 2026, we&#8217;ll unleash a wave of innovation that fuels growth, elevates customer service and ensures everyone experiences the very best of Starbucks.&#8221;



Starbucks' board declared a cash dividend of 61 cents per share, payable on Aug. 29 to shareholders of record as of Aug. 15.



Niccol and CFO Cathy Smith will host a conference call to further discuss the quarter at 4:15 p.m. ET.



SBUX Price Action: <a href="https://www.benzinga.com/quote/SBUX" target="_blank" rel="noreferrer noopener">Starbucks shares</a> were up 4.45% in after-hours, trading at $97.10 at the time of publication on Tuesday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.



Read Next:



<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46654908/ai-speeds-up-work-but-just-leads-to-coffee-breaks-says-accenture-exec-who-urges-reinventing-roles-not-just-tools">AI Speeds Up Work—But Just Leads To Coffee Breaks, Says Accenture Exec Who Urges Reinventing Roles, Not Just Tools</a></li>
</ul>



Photo: Cloudy Design/Shutterstock.com

Restaurants

SBUX

Starbucks Q3 Earnings: Revenue Beat, EPS Miss, Turnaround Efforts 'Ahead Of Schedule'

If you're thinking markets look a little tired lately, you aren't alone. The S&amp;P 500 continues to set new highs on a weekly basis, and companies are still reporting strong earnings.



However, there are more than a few signs that this rally is getting long in the tooth. President Trump's trade deals with Japan and Europe haven't moved the needle much on U.S. indices, and S&amp;P 500 companies are reporting lower net profit margins in Q2 compared to Q1.



Oh, and the meme stocks are back, which doesn't exactly lend to the argument that we're still in the early innings of a market rally.



Only three sectors reported higher profit margins in Q2 than Q1: communications, tech, and financials. That makes undervalued financial stocks with strong dividends a great late bull market play for both growth and income.



Today we&#8217;re going over five finance firms with high Benzinga Edge Value scores that also offer steady dividend yields.



Let&#8217;s take a look.



<h2 class="wp-block-heading">How to Beat a Split Market, Live Wednesday, July 30 at 6 PM ET</h2>



Markets are at all-time highs, but not everything is working. This Wednesday, Tim Melvin, Anne-Marie Baiynd, and Ryan Faloona go live to reveal the income trades, trend setups, and undervalued stocks they're targeting right now. If you're done chasing headlines and want real strategy, don't miss it. <a href="https://events2.benzinga.com/bz-pro-webinar-wed-july30-2025-registration/?utm_campaign=073025-webinar&amp;&amp;utm_adType=sponsorad&amp;utm_ad=RD073025/?el=ResearchDaily&amp;he=%7B%7Bemail%7D%7D&amp;adt_ei=%7B%7Bemail%7D%7D&amp;utm_medium=newsletter">Register NOW, seats are limited</a>.



<h2 class="wp-block-heading">Lincoln National Corp.&nbsp;</h2>



<ul class="wp-block-list">
<li>Dividend Yield: 5.14%</li>



<li>Benzinga Edge Value Score: 96.76</li>
</ul>



Lincoln National (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LNC#NYSE">LNC</a>) is a $6 billion market cap firm based outside of Philadelphia that offers a variety of life insurance and retirement services (and also sponsors the stadium of the Super Bowl champion Eagles). The company's stock has basically traded flat over the last five years, but it's up more than 10% already this year and appears to have found a long-term support level after an extended period of sideways trading.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXceaT3x2JhP4F8iqieDbYDCGo3YCpcrPcq7kQelFiMj0RndkGcxlY3oIl7ZHmdB7XlC2cBXgy5IFZisRz_FLz1z6KLr1JGq0Il1nYdNTj--kuLprwl4wr-nb5u7_h8hvMjrone3?key=-TeQJQtrZgIPf2TWSw0kBg" alt=""/></figure>



LNC doesn't have the dividend track record that some of the companies listed below have, but it&#8217;s a healthy 5% yield with a dividend payout rate of just 25%. Analysts still rate the stock as a consensus &#8220;Hold&#8221; following an EPS beat and a narrow revenue miss in Q1, but three different firms have upped their price targets in July, including Wells Fargo and JPMorgan Chase. Lincoln National also received an $825 million cash infusion from Bain Capital, which now owns 9.9% of the company.



<h2 class="wp-block-heading">Universal Insurance Holdings Inc.&nbsp;</h2>



<ul class="wp-block-list">
<li>Dividend Yield: 2.26%</li>



<li>Benzinga Edge Value Score: 94.27</li>
</ul>



Universal Insurance Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UVE#NYSE">UVE</a>) is a small-cap provider of personal residential insurance policies for owners and renters. Despite a market capitalization of just $647 million and a dividend history of only 18 months, UVE offers a strong 2.8% yield with a manageable payout ratio of 28%. It also released an earnings report on July 24, impressing the market by beating revenue expectations by nearly 35%. The $596 million in sales was the highest quarterly figure the company has produced since going public in 2007.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdSxAJTWk49ad-ux0vdcqqSRBVkuzpisSYzut4d8rbP6JXxz2N6WHXHn721MKygEHDGwsawRCI7ghNkc6kcK-RcX26HSD8ndzMhQBBEpfZx_hb9adLTe4vg9zVA5NRCOBbYAENI3A?key=-TeQJQtrZgIPf2TWSw0kBg" alt=""/></figure>



The stock sold off following the earnings beat, but this could be profit-taking following a 20% gain over the last 12 months. UVE shares found support at the 200-day moving average, and the Relative Strength Index (RSI) has triggered an Oversold signal. This could be a good buying opportunity in a company that's exceeding sales expectations and has plenty of room to increase its dividend in the years ahead.



<h2 class="wp-block-heading">Old Republic International Corp.&nbsp;</h2>



<ul class="wp-block-list">
<li>Dividend Yield: 3.24%</li>



<li>Benzinga Edge Value Score: 89.66</li>
</ul>



Old Republic (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORI#NYSE">ORI</a>) is a $8.9 billion market cap insurer that offers home and auto insurance for both commercial and private customers, along with aviation, workers&#8217; compensation, and other general liability policies. Unlike Lincoln National and Universal Insurance, Old Republic is a Dividend Aristocrat with a 45-year history of annual payout increases, currently yielding 3.2% with a dividend payout ratio of 39.7%. The company also reported Q2 2025 earnings on July 24, beating expectations on both EPS and revenue, including impressive revenue growth of 10% year-over-year (YOY).



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcwfFDNYCw4xKp-W_c7rkPuYrseVQa3RZenFwFBkx35Y1lb08pWhcDMJnpskMDM3BAS7T6e11FowdvXN4SChtjus8ARDiY8lzD5ZImTigbkAO9Wvp1WWVvPRkDV0BFuIGPORhjT?key=-TeQJQtrZgIPf2TWSw0kBg" alt=""/></figure>



ORI shares have ridden a steady upward trajectory since late 2023, bouncing off the blue support line above multiple times over the last two years. The stock is once again approaching this support level, and the RSI is creeping closer and closer to the Oversold threshold of 30. A buying opportunity could be on the horizon if the Oversold signal is triggered at the long-term support level.



<h2 class="wp-block-heading">Jeffries Financial Group Inc.&nbsp;</h2>



<ul class="wp-block-list">
<li>Dividend Yield: 2.78%</li>



<li>Benzinga Edge Value Score: 85.21</li>
</ul>



Jeffries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) is the first market maker on our list, offering investment banking services to clients across North America, Europe, and Asia. The stock has a market capitalization of $11.9 billion and pays a dividend yield of 2.87%, with a payout ratio of 60%. It has now raised payouts for 2024 and 2025.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdGXEqvHOGlm91OJetXzycc7ivZCmB_fwco5w8unLgBE_CkSdcCA6PhlD4yqt5cT6-d_hl851_reBZjq4ZhGr-T5nG6HGYx2lbhsGJB48Do-fnzJK1rp3alhHXKmQmQhbiuWVGf9w?key=-TeQJQtrZgIPf2TWSw0kBg" alt=""/></figure>



Jeffries missed EPS and revenue expectations during its Q2 2025 release back in June, but the stock may have finally found its bottom back in April. Once the Trump reciprocal tariffs were canceled, the stock bounced off an RSI Oversold signal and gained more than 22% between April and July. Shares are once again approaching the new support level, and shrewd investors may consider taking a shot at adding to their holdings here.



<h2 class="wp-block-heading">The Hanover Insurance Group Inc.&nbsp;</h2>



<ul class="wp-block-list">
<li>Dividend Yield: 2.18%</li>



<li>Benzinga Edge Value Score: 83.21</li>
</ul>



The Hanover Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THG#NYSE">THG</a>) pays the smallest yield of any stock on our list, but it's also got something our previous four entries lacked: momentum. In addition to a solid Value rating, THG scores a 74.44 rating on Benzinga Edge's Momentum scale, indicating an undervalued stock that still has more upside ahead. The company has also raised its annual dividend payouts for 20 consecutive years, with a payout rate of just 30%.



<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdWst3TaEtH82OHyVn0FVmgQSKDNFbfy952HJlqm6qEmMjj7eNiDebZRt-DNu0cA-EfbzpauGPb5AaRoPqzMe4BkW5U87RVyCr0fDaMNOV5g7hqO941gzB7h5cthM5SRfxk5WkM7Q?key=-TeQJQtrZgIPf2TWSw0kBg" alt=""/></figure>



Hanover reports earnings on July 30, and analysts will be looking to see if the company can build on its previous EPS beat from Q1. Revenue slightly missed expectations, but still grew 3.4% YOY. Analysts at Keefe, Bruyette, and Woods upgraded the stock from Hold to Buy this month. In addition to strong fundamentals and a robust dividend, the stock has been in an uptrend since a Golden Cross breakout in late 2023. Currently, the price appears to be consolidating around the 200-day moving average, and an impressive earnings report could propel the stock into its next leg up.



Editorial content from our expert contributors is intended for the general public and does not constitute individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.



Image: Shutterstock

Opinion

Trading Ideas

5 Undervalued Dividend Stocks To Buy As Rally Gets Overextended

Strategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), formerly known as MicroStrategy, has completed a $2.52 billion initial public offering (IPO) of its STRC preferred stock and used the proceeds to purchase 21,021 Bitcoin at an average price of $117,256 per BTC, the company announced July 29.



The STRC stock offering, the largest U.S. IPO of 2025 to date, involved 28,011,111 shares of Variable Rate Series A Perpetual Stretch Preferred Stock, priced at $90 per share. 



The stock is set to begin trading on the Nasdaq Global Select Market under the ticker symbol "STRC" starting July 30.



The Michael Saylor-led company netted approximately $2.474 billion after fees and offering expenses, and immediately deployed the funds into Bitcoin.



With the new purchase, the firm now holds 628,791 BTC, acquired at a total cost of $46.8 billion, averaging $73,227 per Bitcoin across all purchases to date.



Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46699508/ethereum-treasuries-could-soon-own-10-of-all-eth-standard-chartered">Ethereum Treasuries Could Soon Own 10% Of All ETH: Standard Chartered</a>



The STRC offering marks multiple firsts: it is the first U.S.-listed perpetual preferred security from a Bitcoin treasury company and the first to pay monthly dividends using a board-determined rate policy. 



It also introduces a new short-duration, income-oriented structure aimed at broadening access to yield-focused investors.



Strategy now offers four Nasdaq-listed securities (MSTR, STRK, STRF, STRD), with STRC as its latest addition, reinforcing its capital markets strategy to raise funds for direct Bitcoin acquisition. 



The offering was led by Morgan Stanley, Barclays, Moelis &amp; Company and TD Securities, among others.



The company has continued to position itself as the world's first Bitcoin Treasury Company, using a combination of equity, debt and operational cash flows to build and expand its Bitcoin holdings while offering investors different risk profiles through structured financial instruments.



Read Next: • <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46699147/kuvi-ai-raises-700000-seed-round-to-launch-private-beta-of-agentic-finance-operating-system">Kuvi.ai Raises $700,000 Seed Round To Launch Private Beta Of Agentic Finance Operating System</a>







Photo: Shutterstock

IPOs

Strategy Closes $2.52B STRC IPO, Acquires 21,021 Bitcoin At $117K Each

Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) reported third-quarter financial results <a href="https://www.benzinga.com/earnings">after market close Tuesday</a>. Here are the key highlights.



<ul class="wp-block-list">
<li>V is showing strength near its 52-week high. <a href="https://www.benzinga.com/quote/V" target="_blank" rel="noreferrer noopener">Track live prices here.</a></li>
</ul>



What Happened: Visa reported third-quarter net revenue of $10.17 billion, up 14% year-over-year. The revenue total beat a Street consensus estimate of $9.82 billion according to data <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0729">from Benzinga Pro.</a>



The company's revenue growth was helped by year-over-year growth in payments volume, cross-border volume and processed transactions.



Visa reported quarterly adjusted earnings per share of $2.98, beating a Street consensus estimate of $2.83.



Payments volume was up 8% year-over-year in the quarter with the company's processed transactions up 10% year-over-year.



Visa reported cross-border volume up 12% year-over-year.



"Visa delivered another strong quarter, with 14% net revenue growth, 12% GAAP EPS growth and 23% non-GAAP EPS growth," Visa CEO Ryan McInerney said. "Healthy business driver trends continued through the quarter and into the first few weeks of July."



Read Also: <a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46684911/how-to-earn-500-a-month-from-visa-stock-ahead-of-q3-earnings">How To Earn $500 A Month From Visa Stock Ahead Of Q3 Earnings</a>



What's Next: McInerney said consumer spending is "resilient" and growth for discretionary and non-discretionary spending continues in the United States.



The CEO stated that the company's forward focus is on innovation and product development in areas such as AI and stablecoins. McInerney believes these items will help "shape the future of commerce" and bring value to shareholders.



V Price Action: Visa stock is down 1.1% to $346.44 in after-hours trading Tuesday versus a 52-week trading range of $254.51 to $375.51.



Read Next: 



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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46657015/visa-disney-blackstone-health-care-stock-on-cnbcs-final-trades">Visa, Disney, Blackstone And A Health Care Stock On CNBC&#8217;s &#8216;Final Trades&#8217;</a></li>
</ul>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="&#x1f534; Visa Earnings Call Q3 2025 &#x7C; $V &#x7C; WATCH LIVE" width="500" height="281" src="https://www.youtube.com/embed/Rx3R-GMugug?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



Photo: Shutterstock

Visa Q3 Earnings Highlights: Double Beat, CEO Says Consumer Spending Remains 'Resilient'

When President Donald Trump <a href="https://www.benzinga.com/topic/tariffs">threatened to hike tariffs</a> on all U.S. trading partners at the start of the year, a rush of foreign goods flooded into the country as businesses scrambled to stockpile inventory ahead of higher costs.



<ul class="wp-block-list">
<li>USO ETF&#8217;s momentum accelerates. <a href="https://www.benzinga.com/quote/USO">Track it now here.</a></li>
</ul>



That front-loading behavior distorted economic data, with the U.S. economy shrinking 0.5% in the first quarter—the worst performance in three years. Trump's aggressive tariff rhetoric initially seemed to backfire, fueling concerns it was doing more harm than good.



In fact, the record $390 billion trade deficit logged in the first quarter of 2025 was largely a byproduct of the very habit tariffs were meant to discourage: over-reliance on foreign goods.



Each of the first three months of the year posted the worst monthly trade gaps on record.



Now, the script has flipped. 



With tariffs taking effect after April 2 Liberation Day, imports are falling quickly—and the U.S. trade deficit is shrinking much faster than most economists projected.



Trump is treating it as a first victory lap—framing his aggressive tariff strategy not merely as leverage, but as a concrete policy success now delivering the first economic gains.



<h3 class="wp-block-heading">US Trade Deficit Narrows Sharply In June</h3>



<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="560" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29145844/image-464-1024x560.png" alt="" class="wp-image-1005823" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29145844/image-464-1024x560.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29145844/image-464-300x164.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29145844/image-464-768x420.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29145844/image-464-1536x840.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29145844/image-464-2048x1120.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



According to Census Bureau data released Tuesday, the U.S. goods trade deficit narrowed by $10.4 billion in June to $86 billion. 



That's far better than Wall Street's forecast of $98.4 billion and marks the smallest trade gap since September 2023.



Imports dropped 4.2% month over month to $264 billion, led by sharp declines in consumer goods, down 12.4% to $58 billion, and industrial supplies, down 5.5% to $48 billion. Capital goods imports held steady near $91 billion.



On the export side, the picture was more stable. Total outbound shipments slipped just 0.6% to $178.2 billion, supported by a 4.7% jump in capital goods exports and a 4% rise in food and beverages.



<h2 class="wp-block-heading">What Comes Next? A Data Storm</h2>



Tuesday's trade data is only the first of several key economic reports this week that could shape investor expectations and Federal Reserve policy.



On Wednesday, the Bureau of Economic Analysis will release the advance second-quarter GDP estimates, with median consensus from Wall Street economists expecting a 2.4% rise. 



"Q2 GDP is likely to rise by 2.3% quarter-over-quarter annualized, compared to -0.5% in Q1," Bank of America economist Pedro Diaz said. "That increase is primarily due to a reversal of the Q1 import surge driven by tariff front-loading."



Bill Adams, chief economist at Comerica Bank, is more optimistic. "June's drop in the trade deficit and the rise in inventories boost the outlook for Q2," he said. "We forecast a 2.9% annualized increase, mostly thanks to the collapse in imports."



The Federal Reserve is expected to hold interest rates steady on Wednesday at 4.25%-4.5%. But two FOMC members—Governors Michelle Bowman and Christopher Waller—may dissent in favor of early rate cuts, adding new tension to Chair Jerome Powell's press conference.



Diaz thinks Powell may remain cautious: "He would prefer to see July's data before guiding markets at Jackson Hole."



Then on Thursday comes June's Personal Consumption Expenditures (PCE) inflation print—arguably the Fed's most-watched indicator. Economists expect the core PCE to rise to 2.5% year-over-year, up from 2.3%.



The week ends with July's jobs report, where consensus calls for 110,000 new payrolls and a slight uptick in the unemployment rate to 4.2%. 



Read Next:



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<li><a href="https://www.benzinga.com/markets/earnings/25/07/46693997/wall-street-earnings-preview-microsoft-apple-meta-amazon-mastercard-visa">$19.5 Trillion Earnings Blitz: Wall Street Faces Make-Or-Break 72 Hours </a></li>
</ul>



Photo: Shutterstock

Analyst Color

Government

Regulations

Analyst Ratings

Trump Toasts Tariff Victory As Economists Quietly Junk Their Trade Forecasts

Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is one of the top-performing Magnificent 7 stocks in 2025 and could highlight its AI investments when the company reports second-quarter financial results after <a href="https://www.benzinga.com/earnings">market close Wednesday.</a>



Here are the earnings estimates, what experts are saying ahead of the report, and key items to watch.



Earnings Estimates: Analysts expect Meta Platforms to report second-quarter revenue of $44.6 billion, up from $39.1 billion in last year's second quarter, according to data<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0729"> from Benzinga Pro.</a>



The company has beaten analyst estimates for revenue in 11 straight quarters.



Analysts expect the company to report second-quarter earnings per share of $5.86, up from $5.16 in last year's second quarter. The company has beaten analyst estimates for earnings per share in nine straight quarters.



Meta's <a href="https://www.benzinga.com/news/earnings/25/04/45117948/meta-q1-earnings-eps-beat-revenue-up-16-ai-approaches-1-billion-monthly-actives-capital-expenditures-forecast-raised">guidance calls for</a> second-quarter revenue to be in a range of $42.5 billion to $45.5 billion.



Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46654484/mark-zuckerbergs-meta-shuts-down-eu-political-ads-on-facebook-instagram-whatsapp-calls-new-rules-unworkable">Mark Zuckerberg&#8217;s Meta Shuts Down EU Political Ads On Facebook, Instagram, WhatsApp — Calls New Rules &#8216;Unworkable&#8217;</a>



What Experts are Saying: Freedom Capital Markets Chief Global Strategist Jay Woods said Meta stock has had mild reactions after the last four quarterly reports, with three rallies and one sell-off, each move being 5% or less.



Woods <a href="https://jaywoods.substack.com/">said </a>the implied volatility for the current earnings day is a move of +/- 7.4%.



As for what investors are watching in the current earnings report, Woods highlights two key areas.



"How is ad growth adding to its bottom line? What is the future CapEx spend looking like and has their AI spend started to see a return on its investment?" Woods asks.



The market expert said Ad growth and AI spending will be the keys to watch.



Bank of America Securities analyst Justin Post highlighted Meta's aggressive AI spending and investments on grabbing top AI talent from other companies as an item to watch in the <a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46668016/metas-strong-revenues-may-offset-concerns-over-soaring-ai-investments-analyst">company's quarterly expenses.</a>



The analyst reiterated a Buy rating and $775 price target ahead of the report.



Post said items to watch include the company's investment in Scale AI and the formation of the company's Super Intelligence team.



The analyst expects Meta to report strong guidance with AI-driven improvements helping ad revenue along with increased monetization for Threads, WhatsApp and messaging.



Key Items to Watch: A <a href="https://www.benzinga.com/news/social-media/25/07/46333856/musk-vs-zuckerberg-two-richest-men-battle-over-daily-social-media-users">report in July</a> highlighted Meta's Threads platform growing to more than 350 million registered users and having 115.1 million daily active users on the mobile app.



The latest mobile daily active user numbers put Threads close to the same total as rival X, although Threads significantly trails X in web traffic.



Threads could be the next platform for Meta to focus on monetization with its growing user base and metrics.



In the first quarter, Meta Platforms saw its family daily active people total up 6% year-over-year to 3.43 billion.



The company reported a 5% year-over-year increase in the number of ad impressions and a 10% year-over-year increase in the average price per ad. Investors and analysts will be closely watching these metrics.



Meta CEO Mark Zuckerberg called the first quarter "a strong start to an important year." Zuckerberg said Meta AI had around 1 billion monthly active users at the time.



Investors and analysts will be looking for updates on important milestones like this as the company spends more on AI. <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning-bzwidget" target="_blank" rel="noreferrer noopener"></a>



META Price Action: Meta stock is down 0.9% to $710.87 on Tuesday versus a 52-week trading range of $450.80 to $747.90. Meta stock is up 18.6% year-to-date in 2025.



Read Next: 



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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46580004/trumps-ai-action-plan-to-unleash-4th-industrial-revolution-dan-ives-picks-6-stock-winners">Trump&#8217;s AI Action Plan To Unleash &#8216;4th Industrial Revolution&#8217;: Dan Ives Picks 6 Stock Winners</a></li>
</ul>



Photo: Skorzewiak/Shutterstock

Long Ideas

Social Media

Tech

Meta Q2 Preview: 11 Straight Revenue Beats On Line With Stock Near All-Time Highs

With U.S. major stock indices at record highs and investor optimism running hot, Wall Street is entering one of the most critical 72-hour<a href="https://www.benzinga.com/markets"> stretches of the year. </a>



<ul class="wp-block-list">
<li>SPY ETF hit a new record high on July 29. <a href="https://www.benzinga.com/quote/SPY">Check the price action here.</a></li>
</ul>



Between Tuesday and Thursday, companies representing a combined $19.5 trillion in market capitalization are set to report quarterly earnings—offering a litmus test for the sustainability of the tech-led rally. 



Six companies alone, including four Magnificent Seven giants, account for $12 trillion of that total. 



According to <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;estimates, here's a look at the key earnings and revenue reports this week that could drive major market moves.



<h3 class="wp-block-heading">Tuesday, July 29</h3>



Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) — After Market



<ul class="wp-block-list">
<li>Expected EPS: $2.83 (vs. $2.42 prior), up by 17.4%</li>



<li>Expected Revenue: $10.33 billion (vs. $8.9B prior), up by 16.1%</li>



<li>Market Cap: $714.2 billion</li>



<li>Quarter: Q3 2025</li>



<li>Year-to-date performance: 12.66%</li>
</ul>



Read more: <a href="https://www.benzinga.com/insights/earnings/25/07/46660296/a-peek-at-visas-future-earnings">A Peek at Visa&#8217;s Future Earnings</a>



<h3 class="wp-block-heading">Wednesday, July 30</h3>



Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) — After Market



<ul class="wp-block-list">
<li>Expected EPS: $3.37 (vs. $2.95 prior), up by 14.2%</li>



<li>Expected Revenue: $73.8 billion (vs. $64.7B prior), up by 14%</li>



<li>Market Cap: $3.82 trillion</li>



<li>Quarter: Q4 2025</li>



<li>Year-to-date performance: 22.1%</li>
</ul>



In a note shared Tuesday, Goldman Sachs analyst Kash Rangan said that "Microsoft is well-positioned to capitalize as Gen-AI moves into platform and application layers, just as it did during the cloud transition."



Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) — After Market



<ul class="wp-block-list">
<li>Expected EPS: $5.86 (vs. 5.16 prior), up by 13.3%</li>



<li>Expected Revenue: $44.58 billion (vs. $39.07B prior), up by 13.7%</li>



<li>Market Cap: $1.82 trillion</li>



<li>Quarter: Q2 2025</li>



<li>Year-to-date performance: 21.88%</li>
</ul>



Read more: <a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46668016/metas-strong-revenues-may-offset-concerns-over-soaring-ai-investments-analyst">Meta&#8217;s Strong Revenues May Offset Concerns Over Soaring AI Investments: Analyst</a>



<h3 class="wp-block-heading">Thursday, July 31</h3>



Mastercard Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) — Pre-Market



<ul class="wp-block-list">
<li>Expected EPS: $4.02 (vs. $3.59 prior), up by 12%</li>



<li>Expected Revenue: $7.95 billion (vs. $7.00B prior) up by 13.4%</li>



<li>Market Cap: $524.4B</li>



<li>Quarter: Q2 2025</li>



<li>Year-to-date performance: 7.94%</li>
</ul>



Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) — After Market



<ul class="wp-block-list">
<li>Expected EPS: $1.42 (vs. $1.40 prior), up by 1.4%</li>



<li>Expected Revenue: $88.93B (vs. $85.8B prior), up by 3.6%</li>



<li>Market Cap: $3.19T</li>



<li>Quarter: Q3 2025</li>



<li>Year-to-date performance: -15%</li>
</ul>



&#8220;Apple should deliver a revenue and EPS beat, driven by double-digit growth in Services, strength across Products including iPhones, Mac, iPad, and Wearables; and better-than-expected gross margins reflecting on better tariff-related costs and forex headwinds,&#8221; said Goldman Sachs&#8217; analyst Michael Ng.



According to the analyst, iPhone upgrade demand over the next 12 months should benefit from stronger U.S. carrier promotions and new product innovations, including Apple Intelligence and upcoming form factor changes like the iPhone 17 Air and a foldable iPhone 18.



Goldman Sachs maintains a Buy rating on Apple stock with a 12-month price target of $251, suggesting a potential 20% upside from current levels.



Read more: <a href="https://www.benzinga.com/markets/tech/25/07/46680504/apple-faces-18-month-deadline-to-deliver-on-ai-says-analyst">Apple To Shut Down China Retail Store For First Time Ever, Citing Shifting Mall Landscape Amid Consumer Slowdown</a>



Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) — After Market



<ul class="wp-block-list">
<li>Expected EPS: $1.31 (vs. $1.26 prior), up by 4.8%</li>



<li>Expected Revenue: $161.87 billion (vs. $147.98B prior), up by 9.4%</li>



<li>Market Cap: $2 trillion</li>



<li>Quarter: Q2 2025</li>



<li>Year-to-date performance: 5.5%</li>
</ul>



Read Next:



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</ul>



Image created using artificial intelligence via Midjourney.

AAPL

AMZN

$19.5 Trillion Earnings Blitz: Wall Street Faces Make-Or-Break 72 Hours

Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) suffered its worst trading session on record Tuesday, plunging as much as 25% in European markets after issuing a surprise profit warning tied to its blockbuster obesity drug Wegovy and <a href="https://www.benzinga.com/topic/weight-loss">appointing a new CEO</a>.



<ul class="wp-block-list">
<li>NVO stock is moving fast. <a href="https://www.benzinga.com/quote/NVO">Check the latest price here. </a></li>
</ul>



The Danish pharmaceutical giant now expects 2025 sales to grow 8%–14%, down from a previous range of 13%–21%, and has cut its operating profit forecast to 10%–16%, from 16%–24%. That marks the second guidance cut of the year.



Shares have now fallen 35% year-to-date and are down a staggering 65% from their June 2023 all-time high, wiping out billions in market cap.



Goldman Sachs analyst James Quigley wrote that the reduced expectations were driven by "no change in the compounded semaglutide headwinds and slower-than-expected commercial progress for both Ozempic and Wegovy, with reimbursement access not progressing as planned."



<h3 class="wp-block-heading">Novo Nordisk Crashes 26% in Worst Day On Record</h3>



<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="560" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29090951/image-75-1-1024x560.png" alt="" class="wp-image-1005185" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29090951/image-75-1-1024x560.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29090951/image-75-1-300x164.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29090951/image-75-1-768x420.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29090951/image-75-1-1536x840.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29090951/image-75-1-2048x1120.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>



<h3 class="wp-block-heading">Key Drivers: Compounding, Competition And Slow Reimbursement</h3>



The company blamed ongoing use of compounded semaglutide drugs in the U.S. for undercutting demand for Wegovy, with the CFO&#8217;s estimates suggesting over 1 million patients are on off-brand versions.



Novo has sued telehealth firms like Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) for marketing what it calls knockoff Wegovy, warning about the risks of illicit or unregulated active ingredients.



Meanwhile, lower-than-expected growth for Ozempic in the U.S. diabetes market and sluggish Wegovy penetration overseas also contributed to the downgrade.



"We expect investors to remain cautious on the outlook for Novo and the obesity market, particularly given the slow resolution of compounding, which has been pushed into at least 2026, and due to concerns about potential further price cuts in order to drive access," Quigley said



<h3 class="wp-block-heading">Leadership Shakeup</h3>



Alongside the downgrade, Novo Nordisk appointed Maziar Mike Doustdar as CEO, effective Aug. 7. Currently head of international operations, Doustdar replaces Lars Fruergaard Jorgensen, ousted in May.



Analysts say Doustdar's challenge will be to expand U.S. Wegovy adoption while scaling international markets and managing intensifying competition from Eli Lilly Co.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) Zepbound.



<h3 class="wp-block-heading">Is the Weight-Loss Drug Trade Topping Out?</h3>



With Novo's crash, a broader question looms: Is the weight-loss trade entering correction territory? 



The sharp shift in investor sentiment suggests that valuation multiples may no longer be justified if volume growth stalls and compounding remains unresolved into 2026.



NVO Price Action: Novo Nordisk shares were down 20.36% at $54.95 at the time of publication on Tuesday<a href="https://www.benzinga.com/pro/" target="_blank" rel="noreferrer noopener">, according to Benzinga Pro data.</a>



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Photo: JHVEPhoto / Shutterstock.com

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Novo Nordisk Implodes After Wegovy Warning—Is The Weight-Loss Bubble Bursting?

Risk appetite took a breather Tuesday, with major U.S. stock indices retreating modestly from record highs as investors braced for a pivotal stretch of <a href="https://www.benzinga.com/markets/earnings/25/07/46693997/wall-street-earnings-preview-microsoft-apple-meta-amazon-mastercard-visa">earnings and macro events.</a>



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<li>MAGS ETF is up 50% since April&#8217;s tariff-driven low. <a href="https://www.benzinga.com/quote/MAGS">Track it now here.</a></li>
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Roughly $19.5 trillion in market value — led by four Magnificent Seven names: Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) — is set to report earnings by Thursday after market close.



Meanwhile, the Federal Reserve is widely expected to keep rates steady at 4.25%-4.5% on Wednesday, though growing market chatter points to possible dissent in favor of early cuts.



A 90-day extension of the U.S.-China trade truce remains on the table, said U.S. Secretary of Commerce Howard Lutnick.



Attention will then shift to Thursday's heavy macro lineup, including second-quarter GDP growth estimates and June's PCE inflation data, followed by July's jobs report on Friday — key inputs for the Fed's next move.



By midday in New York, the S&amp;P 500 slipped 0.1%, the Dow Jones Industrial Average declined 0.4%, and the Russell 2000 shed 0.7%. The Nasdaq 100 remained flat.



Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) surged past $175, breaching a major technical level and marking highs not seen since July 2014, making it one of the day's top tech performers. 



Shares of AMD have now rallied by 134% since April&#8217;s tariff-driven lows, outperforming NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&#8217;s 105% gain during the same period.



The U.S. dollar extended its rally, on pace for a fourth consecutive gain after Monday's sharp move.



In commodities, oil prices stayed hot. WTI crude rose 1.6% to $67.75 per barrel, extending Monday's 2.4% jump and hitting a two-week high. Precious metals traded sideways as dollar strength continued to limit upside momentum.



Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged down 1% to $117,000, logging a second straight daily decline.



<h2 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h2>



<figure class="wp-block-table is-style-stripes"><table class="has-fixed-layout"><tbody><tr><td>Major Indices </td><td>Price</td><td>1-day % chg</td></tr><tr><td>Nasdaq 100</td><td>23,364.69</td><td>0.0%</td></tr><tr><td>S&amp;P 500</td><td>6,380.21</td><td>-0.1%</td></tr><tr><td>Dow Jones</td><td>44,657.34</td><td>-0.4%</td></tr><tr><td>Russell 2000</td><td>2,241.90</td><td>-0.7%</td></tr></tbody></table><figcaption class="wp-element-caption">Updated by 12:20 p.m. ET</figcaption></figure>



According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:



<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) was down 0.092% to $584.90.</li>



<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) slipped 0.4% to $446.42.</li>



<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;flattened at $567.97.</li>



<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.8% to $222.45.</li>



<li>The&nbsp;Industrials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) underperformed, down 1.3%; the&nbsp;Real Estate&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) outperformed, up 1.3%.</li>
</ul>



<h2 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h2>



<ul class="wp-block-list">
<li>Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) plunged 22.5% after the Danish pharma giant slashed guidance on its blockbuster Wegovy weight-loss drug, while also <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46688728/novo-nordisk-weight-loss-stock-eli-lilly-wegovy-ozempic">announcing a new CEO.</a></li>



<li>Sarepta Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) surged more than 20% after announcing that the U.S. Food and Drug Administration signaled it could resume shipments of Elevidys.</li>
</ul>



Stocks reacting to quarterly results included:



<ul class="wp-block-list">
<li>Procter &amp; Gamble Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) flat at 0.0%</li>



<li>UnitedHealth Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) down 5.1%</li>



<li>Merck &amp; Co., Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) down 3.3%</li>



<li>Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) down 3.0%</li>



<li>Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) down 11.8%</li>



<li>American Tower Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMT#NYSE">AMT</a>) down 3.0%</li>



<li>Royal Caribbean Cruises Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) down 5.0%</li>



<li>United Parcel Service, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) down 9.7%</li>



<li>Ecolab Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECL#NYSE">ECL</a>) down 4.7%</li>



<li>PayPal Holdings, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) down 9.3%</li>



<li>Johnson Controls International plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) down 6.9%</li>



<li>Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) down 3.5%</li>



<li>Carrier Global Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) down 11.0%</li>



<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) up 13.2%</li>



<li>CBRE Group, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>) up 9.1%</li>



<li>Sysco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>) down 2.5%</li>



<li>DTE Energy Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DTE#NYSE">DTE</a>) up 0.2%</li>



<li>SoFi Technologies, Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) up 14.0%</li>



<li>Hubbell Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBB#NYSE">HUBB</a>) down 2.6%</li>



<li>Incyte Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>) up 8.6%</li>



<li>Stanley Black &amp; Decker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) down 8.4%</li>



<li>PJT Partners Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJT#NYSE">PJT</a>) down 2.0%</li>



<li>Polaris Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>) up 12.2%</li>



<li>JetBlue Airways Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) up 4.9%</li>
</ul>



Stocks scheduled to report earnings after Tuesday's close include BXP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>), Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>), Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>), Essex Property Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>), Exelixis Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>), Mondelez International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>), PPG Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>), Regency Centers Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REG#NASDAQ">REG</a>), Republic Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), Seagate Technology Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>), Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), The Cheesecake Factory Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAKE#NASDAQ">CAKE</a>), Freshworks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), Pebblebrook Hotel Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEB#NYSE">PEB</a>), Qorvo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) and Red Rock Resorts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRR#NASDAQ">RRR</a>).



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AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?

Move over, Magnificent Seven—Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just became a solo act. The GPU giant is now worth more than double the combined market caps of Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) ($1.02 trillion), Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) ($281.57 billion), Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) ($372.58 billion) and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) ($90.52 billion), with a towering <a href="https://www.benzinga.com/quote/NVDA/news">$4.31 trillion valuation</a>. If this isn't peak silicon supremacy, what is?



<ul class="wp-block-list">
<li>Track Nvidia&#8217;s stock surge <a href="https://www.benzinga.com/quote/NVDA">here</a>.</li>
</ul>



While competitors wrangle with execution and margins, Nvidia's AI-fueled engine hasn't missed a beat. And neither have the markets. The stock has rallied nearly 1,566% over the past five years, 58% in the last 12 months, and it shows no signs of cooling, trading at a fresh all-time high of $177 on Monday.



Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46571093/elon-musk-wants-50-million-ai-brains-nvidia-still-sets-the-standard">Elon Musk Wants 50 Million AI Brains—Nvidia Still Sets The Standard</a>



<h2 class="wp-block-heading">AI's Crown Jewel? Wall Street Thinks So</h2>



Nvidia's valuation metrics are bold, but not entirely bonkers in the age of AI. Per <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0729">Benzinga Pro</a> data, its price-to-earnings ratio sits at 57x trailing, but the forward P/E of 39.5x suggests earnings are catching up fast. A PEG ratio of 1.71 implies that even with high growth, the stock isn't outrageously priced.



Meanwhile, Nvidia's enterprise value—just a touch under its market cap at $4.27T—indicates a clean balance sheet with little debt drag. With an earnings yield of 1.75%, it&#8217;s not a cash cow like a mature tech name, but investors aren't buying Nvidia for its dividends—they're buying the future.



<h2 class="wp-block-heading">Nvidia's Rise Isn't Just Big—It's Symbolic</h2>



In a way, Nvidia overtaking Tesla, AMD, Palantir, and Intel combined feels poetic. It's not just leading the AI race—it's defining the terrain. Tesla may promise robotaxis, Palantir may promise intelligence, and AMD may promise competition—but for now, Wall Street has spoken.



The future of computing isn't coming—it's already trading at $177 a share.



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<li><a href="https://www.benzinga.com/markets/tech/25/07/46466318/nvidias-a-startup-with-apples-margins-amds-just-priced-like-one">Nvidia&#8217;s A Startup With Apple&#8217;s Margins &#8211; AMD&#8217;s Just Priced Like One</a></li>
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Photo: Shutterstock

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Nvidia Is Now Worth Twice Tesla, AMD, Palantir, And Intel Combined

UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) reported second-quarter 2025 earnings on Tuesday and <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46672190/unitedhealth-group-shares-flat-ahead-of-earnings-as-market-awaits-guidance" rel="noreferrer noopener">reestablished its 2025 guidance</a>.



The insurance giant reported adjusted earnings of $4.08, down from $6.80 a year ago, missing the consensus of $4.95.



Revenues increased 13% year over year to $111.62 billion, missing the&nbsp;<a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus of $111.69 billion</a>.



"UnitedHealth Group has embarked on a rigorous path back to being a high-performing company&#8230;," said UnitedHealth CEO Stephen Hemsley. The company is strengthening operating disciplines, positioning itself for <a href="https://www.benzinga.com/pressreleases/25/07/b46681310/unitedhealth-group-re-establishes-full-year-outlook-and-reports-second-quarter-2025-results" target="_blank" rel="noreferrer noopener">growth in 2026 and beyond</a>, he added.



Also Read: <a href="https://www.benzinga.com/news/legal/25/07/46605691/unitedhealth-under-federal-scrutiny-reaffirms-integrity-of-its-medicare-operations" target="_blank" rel="noreferrer noopener">UnitedHealth Under Federal Scrutiny—Reaffirms Integrity Of Its Medicare Operations</a>



In addition:



<ul class="wp-block-list">
<li>Q2 medical care ratio of 89.4% increased 430 basis points year-over-year.</li>



<li>Operating cost ratio was 12.3% compared to 13.3% in the year-ago quarter reflecting business mix, inclusive of the Part D program changes, reduced impacts from last year's Change Healthcare cyberattack and cost management activities.</li>



<li>Q2 revenue was $86.1 billion, a 17% year-over-year boost. </li>



<li>The segment served 50 million people, an increase of 770,000 year-to-date.</li>



<li>Earnings from operations were $2.1 billion compared to $4.0 billion in the second quarter of 2024, and the margin fell from 5.4% to 2.4% primarily due to higher-than-expected medical cost trends across the UnitedHealthcare businesses and the effects of the Medicare funding reductions.</li>



<li>For the employer and individual segment, the number of people served increased by 400,000 year-over-year, with growth in employer self-funded offerings of 695,000 partially offset by attrition in both individual and group fully insured products.</li>



<li>The number of people served with individual and group Medicare Advantage offerings grew by 505,000 through the first half of 2025. Medicare Supplement plans contracted by 30,000, and Stand-Alone Part D plans decreased by 250,000.</li>



<li>Optum Health's revenue of $25.2 billion decreased 7% year-over-year, driven by the legacy customer contract revisions cited in the first quarter of 2025 and effects related to the Medicare Advantage funding cuts.</li>



<li>Earnings from operations were $636 million, compared to $1.9 billion in the year-ago quarter, and operating margins were 2.5% and 7.1%, respectively.</li>
</ul>



Guidance: UnitedHealth reestablished its fiscal year 2025 guidance, with adjusted earnings of at least&nbsp;$16 per share versus a consensus of&nbsp;$22.33 and sales&nbsp;guidance&nbsp;of&nbsp;$445.5 billion-$448 billion compared to the analyst estimate of $449.5 billion.



In May, UnitedHealth suspended its 2025 performance outlook.



It expected adjusted earnings of $26.00-$26.50 per share versus&nbsp;<a target="_blank" href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance" rel="noreferrer noopener">prior guidance of $29.50-$30.00</a> per share, versus consensus of $29.73.



The full-year 2025 medical cost ratio is now expected to be 89.25% +/—25 basis points, with operating cost ratio expected to be 12.75% +/- 25 basis points.



For Optum Health: 2025 revenues are expected to be between $101.1 billion and $101.6 billion, a 4% decline from 2024, with earnings from operations of $3 billion—$3.1 billion below expectations of around $6.6 billion.



<ul class="wp-block-list">
<li>The number of patients served under fully accountable value-based care models is now expected to increase by around 300,000 to 5 million.</li>
</ul>



UnitedHealthcare&#8217;s full-year 2025 revenues are expected to range from $344 billion to $345.5 billion, growing more than 15% over 2024. Earnings from operations are expected to be in the range of $9.0 billion to $9.3 billion.



<ul class="wp-block-list">
<li>The number of people served with medical benefits is expected to increase by up to 1.135 million over 2024.</li>



<li>The number of people served with commercial benefits is expected to increase by up to 335,000, with growth of 720,000 within self-funded employer-sponsored offerings.</li>



<li>The number of people served with commercial insured offerings is expected to decline by 385,000, comprised of 180,000 contraction in individual insured offerings, of which 140,000 are on exchange products, and a decline of 205,000 in employer-sponsored group products.</li>
</ul>



During the earnings conference call, a UnitedHealth executive reportedly said the company will be more conservative with its footprint and may exit certain markets to manage its membership profile.



Price Action: UNH stock is down 4.5% at $269.41 on the last check Tuesday.



Read Next:



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Image: Shutterstock

UnitedHealth Misses Q2 Mark But Vows A Healthier 2026

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