AMG (Affiliated Managers Group) - AMG's portfolio is divided into two segments: alternative assets and differentiated long-only assets, each contributing 50% to the overall portfolio [1] - The company reported a positive net client cash flow of $8 billion in Q2 2025, driven by strong performance in private market and liquid alternative assets [1] - AMG has approximately $771 billion in total assets under management and operates through a network of around 40 affiliates managing over 500 investment strategies [2][3] - In Q2 2025, AMG's consolidated revenues were $493.2 million, down 1.4% year-over-year, missing forecasts by $13.26 million, while non-GAAP EPS increased by 15% year-over-year to $5.39, exceeding expectations [8] - AMG's net flows turned positive at $8 billion in Q2 2025, marking the strongest flow quarter in 12 years, with a 4.5% annualized organic growth [9] Silgan Holdings - Silgan operates in the packaging industry with three main product lines: Dispensing & Specialty Closures, Metal Containers, and Custom Containers [10] - The company reported Q2 2025 revenues of $1.54 billion, up nearly 12% year-over-year, surpassing forecasts by $6.21 million [13] - Non-GAAP EPS for Silgan was $1.01, which was 2 cents lower than expected, leading to a downward revision of full-year adjusted EPS guidance from $4.00-$4.20 to $3.85-$4.05 [14] - Following the earnings report, Silgan's shares fell by 15%, but analysts see this as a buying opportunity due to potential catalysts in the second half of 2025 and 2026 [15] - Silgan's stock has a Strong Buy consensus rating based on 8 recent reviews, with a current price of $44.50 and an average price target of $59.57, suggesting a 34% upside [15]