PFGC or SFM: Which Is the Better Value Stock Right Now? — Neutral
PFGC SFM Zacks Investment Research — July 22, 2025Investors with an interest in Food - Natural Foods Products stocks have likely encountered both Performance Food Group (PFGC) and Sprouts Farmers (SFM). But which of these two stocks offers value investors a better bang for their buck right now?

Coca-Cola to launch cane sugar-made drink in US after Trump said 'it's just better' — Positive
KO Skynews — July 22, 2025Coca-Cola will launch a version of its signature drink in the US made with cane sugar days after Donald Trump said he had spoken to the company about the move.

General Motors Company (GM) Q2 2025 Earnings Call Transcript — Neutral
GM Seeking Alpha — July 22, 2025General Motors Company (NYSE:GM ) Q2 2025 Earnings Conference Call July 22, 2025 8:30 AM ET Company Participants Ashish Kohli - Vice President of Investor Relations Mary T. Barra - Chairman & CEO Paul A.

Top Stock Movers Now: GM, Lockheed Martin, IQVIA, DR Horton, and More — Positive
LMT Investopedia — July 22, 2025Major U.S. equities indexes were mixed at midday Tuesday as investors digested the latest corporate earnings. The Dow was higher, but the S&P 500 and Nasdaq lost ground.

I rate SIG a buy, driven by credible turnaround under new CEO JK Symancyk and early evidence of strategic execution. The 'Grow Brand Love' strategy is building brand equity, improving marketing ROI, and reducing promotional intensity, supporting margin expansion. SIG is leveraging lab-grown diamonds to expand its customer base and boost high-margin sales, future-proofing its business against market disruption.

KeyCorp's Q2 Earnings Beat Estimates, NII & Fee Income Rise Y/Y — Positive
KEY Zacks Investment Research — July 22, 2025KEY beats Q2 estimates with a 40% y/y EPS jump, boosted by strong NII and fee income despite rising expenses and provisions.

Boston Beer's Q2 Earnings on Horizon: What Surprise Awaits Investors? — Negative
SAM Zacks Investment Research — July 22, 2025SAM leans on pricing, innovation and cost cuts to counter hard seltzer woes and shifting demand trends. This is likely to impact second-quarter 2025 results.

Expanding Clientele Aids Snowflake's Prospects: What's the Path Ahead? — Positive
SNOW Zacks Investment Research — July 22, 2025SNOW's growing enterprise base and rising RPO are supported by strong AI momentum.

Slowdown in Leveraged Loan Issuance to Hurt Moody's Q2 Earnings — Negative
MCO Zacks Investment Research — July 22, 2025MCO's Q2 earnings may face pressure from weak leveraged loan issuance and rising costs despite solid MA growth.

PulteGroup: Solid Q2 With Results Near A Floor (Upgrade) — Positive
PHM Seeking Alpha — July 22, 2025PulteGroup, Inc.'s Q2 results beat expectations, providing relief after a tough year, and indicate housing market stabilization despite ongoing margin pressures. Order backlog is shrinking, exposing PHM to new order volatility, but Florida demand is stabilizing, which is critical for future performance. PHM's flexible land strategy and strong balance sheet, with low net debt and robust buybacks, insulate it from further downturn risks.

Coca-Cola Beats on Earnings in Q2, But Falls Short on Revenues — Positive
KO Zacks Investment Research — July 22, 2025KO Q2 EPS tops estimates on strong pricing and margin gains, but revenues miss on soft volume and currency headwinds.

Pentair Surpasses Q2 Earnings Estimates, Raises 2025 Guidance — Positive
PNR Zacks Investment Research — July 22, 2025PNR's Q2 adjusted EPS rose 14% to $1.39, beating estimates. The company lifted its 2025 earnings and sales outlook.

Magnificent 7's AI Spend Accelerates: Can it Push INOD Stock Higher? — Positive
INOD Zacks Investment Research — July 22, 2025Innodata's GenAI platform and Big Tech contracts position it to tap the Magnificent 7's AI spending boom.

Minerals Technologies Inc. Releases 2024 Sustainability Report — Neutral
MTX GlobeNewsWire — July 22, 2025--- Achieved 11 out of 12 environmental targets a year ahead of goal --- --- Reduced Scope 1 emissions by 14% and Scope 2 emissions by 10% year over year ---

Ahead of Alphabet's (GOOGL) earnings on Wednesday, Jessica Inskip labels ad spend as "the main winner" in A.I., which could benefit Alphabet's Google and YouTube platforms.

Travel + Leisure Co. Completes $300 Million Term Securitization — Neutral
TNL Business Wire — July 22, 2025ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE:TNL) announced today it completed a term securitization transaction involving the issuance of $300 million in principal amount of asset-backed notes with an overall weighted average coupon of 5.10%. The advance rate for this transaction was 98.00%. “This transaction once again demonstrates the strength of our business model and our ability to continue to access capital,” said Erik Hoag, Chief Financial Officer of Travel + Leisure Co. “T.

Starwood Property Trust's recent price dip boosts its dividend yield to 9.7%, offering an attractive entry point for income investors. STWD's diversified portfolio reduces risk versus pure-play commercial mortgage REITs heavily exposed to U.S. office. Strong capital commitments, successful asset resolutions at or above book value, and growth in data centers and affordable housing support the investment case.

Valmont Industries, Inc. (VMI) Q2 2025 Earnings Call Transcript — Neutral
VMI Seeking Alpha — July 22, 2025Valmont Industries, Inc. (NYSE:VMI ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants Avner M. Applbaum - CEO, President & Director Renee L.

QuickBooks maker Intuit added artificial intelligence agents to its Enterprise Suite. The agents are part of a larger expansion of the product that includes new automation and financial management capabilities for mid-market companies, according to a Tuesday (July 22) press release.
