Copa Holdings' June 2025 Traffic Improves Year Over Year — Positive
CPA Zacks Investment Research — July 15, 2025CPA's June traffic rose 6.3%, outpacing capacity growth and lifting its load factor to 87.5% amid strong travel demand.

Red Cat Holdings: Riding The Wave Of U.S. Defense Spending - A Speculative Buy — Positive
RCAT Seeking Alpha — July 15, 2025Red Cat Holdings, Inc. benefits from new Pentagon policy treating small drones as consumables, enabling faster and broader military procurement. Demand for Black Widow and Edge-130 drones is surging, prompting facility expansions to meet increased production goals. Integration of Palantir's Visual Navigation technology enhances Black Widow's autonomous capabilities, making it highly attractive to the U.S. Army.

Workday: 4 Reasons The New S&P 500 Addition Is Expected To Outperform — Positive
IVV SPLG SPXL SPY SSO UPRO VOO WDAY Seeking Alpha — July 15, 2025Workday's unique 'system of record' and deep enterprise integration position it for significant AI-driven value creation and workflow enhancement. The company's holistic AI strategy, including domain-specific agents and the AI Gateway framework, offers transformative growth potential for clients beyond simple cost savings. Workday boasts exceptional client diversification, serving 11,000+ organizations—including 60% of the Fortune 500—across numerous industries, supporting stability, even growth, and industry expertise.

Meta Platforms META is significantly advancing its artificial intelligence capabilities, with CEO Mark Zuckerberg announcing ambitious plans for several multi-gigawatt data centers.

Many investors expect analysts to change their ratings after a company reports earnings. However, in many cases, investors can get clues about a company's upcoming earnings from analyst activity before the earnings report is released.

Loan Growth, Higher Rates to Support Truist's Q2 Earnings — Neutral
TFC Zacks Investment Research — July 15, 2025Loan growth and higher interest rates may lift TFC's Q2 earnings, with mortgage income and fee gains offsetting cost pressures.

Can Monster Beverage Sustain Its Margin Momentum in a Volatile Market? — Positive
MNST Zacks Investment Research — July 15, 2025MNST boosts margins to 56.5% through pricing and efficiency, showing resilience despite global headwinds.

Will Platform Strategy Keep Driving CrowdStrike's Subscription Growth? — Neutral
CRWD Zacks Investment Research — July 15, 2025CRWD's subscription revenues rise 20% in Q1 as Falcon Flex and multi-module adoption drive platform-led growth.

Wells Fargo CEO on q2 earnings, loan growth, the rate environment and more — Neutral
WFC CNBC Television — July 15, 2025Michael Santomassimo, Wells Fargo CEO, joins 'Money Movers' to discuss the company's earnings, the change in interest rates impact on business and loan growth.

Study of Google's advertising power: Regulation alone is not enough — Negative
GOOG GOOGL TechXplore — July 15, 2025Alphabet, Google's parent company, dominates large parts of the technical infrastructure for the digital advertising market. This includes the supply chain through which advertising space is now traded automatically.

Wells Fargo is looking to grow after the Federal Reserve's June 3 removal of the asset cap imposed on the bank in 2018. CEO Charlie Scharf said in a Tuesday (July 15) earnings release that Wells Fargo is “a far stronger company today because of the work we've done.

INVESTOR ALERT: Class Action Lawsuit Filed on Behalf of Biohaven Ltd. (BHVN) Investors – Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the Firm — Neutral
BHVN GlobeNewsWire — July 15, 2025ATLANTA, July 15, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Biohaven Ltd. (“Biohaven” or the “Company”) (NYSE: BHVN). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information regarding Biohaven's business, operations, and prospects, including allegations that: (i) troriluzole's regulatory prospects as a treatment for spinocerebellar ataxia, and/or the sufficiency of data that Biohaven submitted in support of troriluzole's regulatory approval for this indication, were overstated; (ii) BHV-7000's efficacy and clinical prospects as a treatment for bipolar disorder were likewise overstated; and (iii) all of the …

Why Is Cyclacel Pharmaceuticals Stock Soaring On Tuesday? — Positive
CYCC CYCCP Benzinga — July 15, 2025Cyclacel Pharmaceuticals, Inc. CYCC stock is trading higher on Tuesday, with a session volume of 21.9 million compared to the average volume of 206.9K, as per data from Benzinga Pro.

BlackRock (BLK) said its assets under management reached a record $12.5 trillion in the second quarter, though its revenue missed estimates, sending shares lower Tuesday.

CPI Increased In-Line With Expectations — Positive
C CPI JPM WFC Zacks Investment Research — July 15, 2025Events begin to pick up this morning for the ongoing trading week. Following a fairly dormant period of the last week and a half or so, we're finally getting down to some real nitty-grit.

PANW Stock Trades at a Discount: Should You Buy, Sell or Hold? — Negative
PANW Zacks Investment Research — July 15, 2025Palo Alto Networks trades at a discount to peers with strong long-term prospects, but slowing growth keeps it a cautious hold for now.

Netflix Earnings Loom: Can Momentum Sustain? — Positive
NFLX Zacks Investment Research — July 15, 2025Earnings season is just a few days away from shifting into a much higher gear following the big banks' results on Friday, but the reality remains that the Q2 earnings cycle has already begun, with several companies already delivering their results. We count these results as part of our broader Q2 tally.

State Street: Q2 Pricing Pressure Overshadows Expense Discipline — Negative
STT Seeking Alpha — July 15, 2025State Street delivered strong Q2 results with solid cost controls, asset inflows, and operating leverage, but faces ongoing pricing and margin pressures. Fee growth continues to lag asset growth due to structural pricing pressure, and net interest margin has likely peaked amid a less favorable deposit mix. Q2's FX trading surge was likely a one-time windfall, so H2 results may moderate as trading activity normalizes and capital ratios decline.

Telefonaktiebolaget LM Ericsson (publ) (ERIC) Q2 2025 Earnings Call Transcript — Neutral
ERIC Seeking Alpha — July 15, 2025Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC ) Q2 2025 Earnings Conference Call July 15, 2025 3:00 AM ET Company Participants Daniel Morris - Head of Investor Relations E. Borje Ekholm - President, CEO, Head of Segment Enterprise & Director Lars Sandstrom - Senior VP, Head of Group Function Finance & CFO Conference Call Participants Andreas Joelsson - DNB Carnegie, Research Division Andrew Michael Gardiner - Citigroup Inc., Research Division Felix Henriksson - Nordea Markets, Research Division Fredrik Lithell - Handelsbanken Capital Markets AB, Research Division Jakob Bluestone - BNP Paribas Exane, Research Division Sami Sarkamies - Danske Bank A/S, Research Division …
