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Investors are advised to reposition their portfolios in anticipation of Q2 earnings. Happiest Minds reported a 27% YoY increase in dollar revenue and announced a dividend. The replay of its Q2 2025 earnings call with investors and analysts was held on October 26, 2024. Goldman Sachs also exceeded earnings estimates with profits soaring 150% in Q2. These results indicate a positive earnings season, prompting investors to adjust their portfolios accordingly.

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