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Cloudflare is pushing its platform as the ideal choice for building AI agents.

Home and security products company Fortune Brands (NYSE:FBIN) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 3% year on year to $1.2 billion. Its GAAP profit of $0.83 per share was 13% below analysts’ consensus estimates.

Infrastructure construction company MasTec (NYSE:MTZ) announced better-than-expected revenue in Q2 CY2025, with sales up 19.7% year on year to $3.54 billion. On top of that, next quarter’s revenue guidance ($3.9 billion at the midpoint) was surprisingly good and 5.5% above what analysts were expecting. Its non-GAAP profit of $1.49 per share was 6.4% above analysts’ consensus estimates.

While this is not exactly like the Covid induced 2021 speculative market, there are signs that something similar is occurring in 2025.

Healthcare services company Select Medical (NYSE:SEM) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 23.9% year on year to $1.34 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $5.4 billion at the midpoint. Its GAAP profit of $0.32 per share was 13.9% above analysts’ consensus estimates.

Several analysts poured cold water on the company following its announcement of a huge purchase.

Child care and education company Bright Horizons (NYSE:BFAM) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 9.2% year on year to $731.6 million. The company’s full-year revenue guidance of $2.91 billion at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $1.07 per share was 5.8% above analysts’ consensus estimates.

Global life reinsurance provider Reinsurance Group of America (NYSE:RGA) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 9.4% year on year to $5.60 billion. Its non-GAAP profit of $4.72 per share was 15% below analysts’ consensus estimates.

Real estate technology company eXp World (NASDAQ:EXPI) announced better-than-expected revenue in Q2 CY2025, with sales up 1.1% year on year to $1.31 billion. Its GAAP loss of $0.01 per share was significantly below analysts’ consensus estimates.

Internet, cable TV, and phone provider Cable One (NYSE:CABO) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 3.4% year on year to $381.1 million. Its GAAP loss of $77.70 per share was significantly below analysts’ consensus estimates.

The best retirement stocks have strong business models that generate high levels of cash flow. In turn, they can provide high dividend payouts to investors, and raise their dividends each year.

Consumer products giant Clorox (NYSE:CLX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 4.5% year on year to $1.99 billion. Its non-GAAP profit of $2.87 per share was 29.7% above analysts’ consensus estimates.

IT services provider DXC Technology (NYSE:DXC) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.4% year on year to $3.16 billion. Guidance for next quarter’s revenue was optimistic at $3.17 billion at the midpoint, 2% above analysts’ estimates. Its non-GAAP profit of $0.68 per share was 9.9% above analysts’ consensus estimates.

At least the company's epic fight against Epic Games is probably coming to an end.

Outdoor lifestyle and equipment company Clarus (NASDAQ:CLAR) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 2.2% year on year to $55.25 million. Its non-GAAP loss of $0.03 per share was $0.02 below analysts’ consensus estimates.

The instantaneous inflation rate of the EPI is above 5%, substantial above the 2.7% recorded using the headline CPI, and rising.

The global financial system is teetering on the edge of a liquidity crunch that could reshape markets and economies worldwide. 

Radiation safety company Mirion (NYSE:MIR) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.6% year on year to $222.9 million. Its non-GAAP profit of $0.11 per share was in line with analysts’ consensus estimates.

Clothing and footwear retailer Boot Barn (NYSE:BOOT) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 19.1% year on year to $504.1 million. Guidance for next quarter’s revenue was better than expected at $491 million at the midpoint, 1.8% above analysts’ estimates. Its GAAP profit of $1.74 per share was 13.3% above analysts’ consensus estimates.

GBP/USD shed further weight on Thursday, stepping into a sixth straight down day.

Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.5% year on year to $401.2 million. The company expects the full year’s revenue to be around $1.75 billion, close to analysts’ estimates. Its non-GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.