Is This the 1 Nuclear Stock Powering AI's Future to Buy on Every Dip? — Positive

OKLO   24/7 Wall Street — July 23, 2025

Key Points in This Article: Oklo's (OKLO) Aurora reactors use recycled nuclear waste, targeting AI data centers and defense.

image for news Is This the 1 Nuclear Stock Powering AI's Future to Buy on Every Dip?

Mexico's Televisa cuts 2025 investment budget, shares trim gains — Negative

TV   Reuters — July 23, 2025

Mexico's largest broadcaster Grupo Televisa announced on Wednesday a reduction in its capital expenditure for 2025, lowering it to $600 million from the $665 million previously disclosed.

image for news Mexico's Televisa cuts 2025 investment budget, shares trim gains

Can Shares of Oklo Hit $75? — Positive

OKLO   24/7 Wall Street — July 23, 2025

Oklo and Liberty Energy just announced a strategic collaboration to create integrated power solutions for customers with high energy demands.

image for news Can Shares of Oklo Hit $75?

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader and Fast Mover in the 2025 GigaOm Radar Report for Identity Security Posture Management (ISPM). The report recognized CrowdStrike as the most complete Platform Play, scoring highest of all vendors in Emerging Features, with perfect 5/5 scores in Non-Human and Machine Identities Posture and Generative AI for Identity Insights. CrowdStrike also received perfect 5/5 scores in Key Features and Busi.

image for news CrowdStrike Named a Leader and Fast Mover in the 2025 GigaOm Radar Report for Identity Security Posture Management (ISPM)

Avino Silver Q2 Silver-Equivalent Production Increases 5% Y/Y — Neutral

ASM   Zacks Investment Research — July 23, 2025

ASM's Q2 silver-equivalent output rises 5% Y/Y to 645,602 oz, fueled by record mill throughput, and higher gold and copper volumes.

image for news Avino Silver Q2 Silver-Equivalent Production Increases 5% Y/Y

What's Behind Opendoor Technologies' Rally? Is Meme Mania Back? — Positive

OPEN   MarketBeat — July 23, 2025

The term "meme mania" emerged when companies with no apparent reason to rally began to reach stratospheric valuations, making millionaires overnight with no connection to their fundamentals. Four years later, this meme stock sentiment is starting to resurface.

image for news What's Behind Opendoor Technologies' Rally? Is Meme Mania Back?

Veeco's strategic pivot to advanced packaging, GAA, and EUV infrastructure aligns it with secular semiconductor trends, driving multi-year growth and margin expansion. Strong pipeline conversion, Tier 1 customer wins, and differentiated platforms like LSA and IBD300 underpin revenue visibility and position Veeco for outsized growth. Despite temporary margin headwinds from tariffs and logistics, operational discipline and favorable product mix support a robust margin expansion outlook from FY26 onward.

image for news Veeco: Undervalued, Despite Critical Role In AI And Advanced Semiconductor Manufacturing

Tradeweb: High Quality Business At A Fair Price — Positive

TW   Seeking Alpha — July 23, 2025

Tradeweb generates close to 50% FCF margins, has zero debt, and a huge market share in electronic bond and rates trading. Its fee model, tied to trading volumes, provides a natural inflation hedge and strong operating leverage as the market expands globally. Global debt levels and trading activity are at all-time highs, supporting fast revenue growth and margin expansion.

image for news Tradeweb: High Quality Business At A Fair Price

MDST is an actively-managed, midstream energy ETF selling covered calls. MDST's 10.2% distribution yield is incredibly strong, but its covered call strategy caps upside and leads to underperformance in bull markets. The fund compares unfavorably to other midstream energy funds, and covered call funds, on several important metrics.

image for news MDST: Active Midstream ETF, Double-Digit Distribution Yield, Below-Average Returns

ManpowerGroup Stock Improves 5% Since Q2 Earnings Beat — Positive

MAN   Zacks Investment Research — July 23, 2025

MAN tops Q2 EPS and revenue estimates, but a 40% profit drop and an operating loss weigh on sentiment.

image for news ManpowerGroup Stock Improves 5% Since Q2 Earnings Beat

Marvell Technology's Optics Business Expands: What's on the Horizon? — Positive

MRVL   Zacks Investment Research — July 23, 2025

MRVL's optics business gains speed with AI-driven demand, co-packaged upgrades, and soaring revenue growth.

image for news Marvell Technology's Optics Business Expands: What's on the Horizon?

A Closer Look at the Top IPOs of 2025: CRCL, CRWV — Positive

CRCL  CRWV   Zacks Investment Research — July 23, 2025

The re-awakening of the IPO market is certainly notable, signaling renewed investor confidence and a meaningful shift in broader risk appetites.

image for news A Closer Look at the Top IPOs of 2025: CRCL, CRWV

US FDA extends review of GSK's blood cancer drug — Neutral

GSK   Reuters — July 23, 2025

The U.S. Food and Drug Administration has extended its review of GSK's blood cancer drug Blenrep as a combination treatment, the company said on Wednesday.

image for news US FDA extends review of GSK's blood cancer drug

Hasbro, Inc. (HAS) Q2 2025 Earnings Call Transcript — Neutral

HAS   Seeking Alpha — July 23, 2025

Hasbro, Inc. (NASDAQ:HAS ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Christian P. Cocks - CEO & Director Fred Wightman - Corporate Participant Gina Goetter - CFO & COO Conference Call Participants Stephen Neild Laszczyk - Goldman Sachs Group, Inc., Research Division Alexander Thomas Perry - BofA Securities, Research Division Arpine Kocharyan - UBS Investment Bank, Research Division Christopher Michael Horvers - JPMorgan Chase & Co, Research Division Eric Owen Handler - ROTH Capital Partners, LLC, Research Division Jaime M.

image for news Hasbro, Inc. (HAS) Q2 2025 Earnings Call Transcript

Texas Instruments shares dropped after the company issued weak earnings guidance and said uncertainty over tariffs has weighed on demand. The midpoint of the company's third-quarter earnings forecast came up short of analyst expectations.

image for news Texas Instruments stock falls 12% as CEO warns of tariff concerns

Thermo Fisher Scientific Stock Jumps on Strong Results, Higher Outlook — Positive

TMO   Investopedia — July 23, 2025

Thermo Fisher Scientific (TMO) shares took off after the maker of lab equipment and other life sciences products posted better-than-expected results and boosted its guidance, citing operational improvements and lower expected impacts from new tariffs.

image for news Thermo Fisher Scientific Stock Jumps on Strong Results, Higher Outlook

Vir Biotechnology: Hep B And Cancer Projects March On — Neutral

VIR   Seeking Alpha — July 23, 2025

Vir Biotechnology: Hep B And Cancer Projects March On

image for news Vir Biotechnology: Hep B And Cancer Projects March On

Boston Scientific Corporation (BSX) Q2 2025 Earnings Call Transcript — Neutral

BSX   Seeking Alpha — July 23, 2025

Boston Scientific Corporation (NYSE:BSX ) Q2 2025 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Jonathan R. Monson - Executive VP & CFO Kenneth M.

image for news Boston Scientific Corporation (BSX) Q2 2025 Earnings Call Transcript

KO's Strategic Pricing Drives Q2 Beat: What's Next for Investors? — Positive

KO   Zacks Investment Research — July 23, 2025

Coca-Cola beats Q2 estimates as pricing power offsets volume dip, with premium products and strategic execution fueling gains.

image for news KO's Strategic Pricing Drives Q2 Beat: What's Next for Investors?

Veralto Gears Up to Report Q2 Earnings: Here's What You Should Know — Positive

VLTO   Zacks Investment Research — July 23, 2025

VLTO to report Q2 results, with EPS and revenues expected to rise on Water Quality strength and solid operating efficiency.

image for news Veralto Gears Up to Report Q2 Earnings: Here's What You Should Know