Life Time's country club model with comprehensive amenities and affluent member base creates a defensive moat in the premium fitness market. Elimination of sales staff and promotional pricing has created significant untapped pricing power, with whitespace analysis supporting a revenue uplift opportunity. My Variant View: ancillary revenue streams and strong pricing power drive higher lifetime value per member, extending EBITDA margin runway beyond consensus expectations.

image for news Life Time Group: Why Premium Gyms And Their Expansion Pipeline Will Likely Last A Lifetime

FB Financial: Slow And Steady, Dividend Growth — Positive

FBK   Seeking Alpha — July 15, 2025

FB Financial Corporation delivered solid Q2 results with strong loan and deposit growth, healthy margins, and improved return metrics despite a slight uptick in nonperforming loans. The recent merger with Southern States Bancshares is a net positive, expanding the branch footprint and positioning the bank for future growth. Shares currently trade at a premium to book value, justifying a Hold rating rather than a buy at these levels.

image for news FB Financial: Slow And Steady, Dividend Growth

Ollie's Bargain Outlet Holdings, Inc. Rings NASDAQ Opening Bell — Neutral

OLLI   GlobeNewsWire — July 15, 2025

Celebrating its 10th Anniversary on the Exchange, Opening of its 600th Store and Expansion into its 34th State Celebrating its 10th Anniversary on the Exchange, Opening of its 600th Store and Expansion into its 34th State

image for news Ollie's Bargain Outlet Holdings, Inc. Rings NASDAQ Opening Bell

Sprouts Farmers Chases Growth in Booming Health & Wellness Market — Positive

SFM   Zacks Investment Research — July 15, 2025

SFM drives growth with innovation, a new loyalty program, and a sharp focus on the booming health and wellness market.

image for news Sprouts Farmers Chases Growth in Booming Health & Wellness Market

I rate TLN a buy, driven by its prime positioning to benefit from surging data center power demand and the transformational AWS contract. The AWS power purchase agreement de-risks TLN's business, provides long-term cash flow visibility, and accelerates free cash flow growth potential. TLN's business model now deserves a premium valuation, with stable, contracted margins and multi-decade earnings visibility compared to peers.

image for news Talen Energy Corporation: A Structurally Improved Business That Enjoys A Strong Secular Tailwind

Incentives Ranging From $85,000 to $144,000 Available to Stimulate Commercial Electric Vehicle Market; Bollinger B4 All-Electric Truck Primed to Sell OAK PARK, Mich. , July 15, 2025 /PRNewswire/ -- August will be one of the best times to buy a commercial electric vehicle, as funding for state incentives in New York are set to be replenished, according to Bollinger Motors.

image for news NEW YORK STATE TO OFFER NEW COMMERCIAL EV INCENTIVES IN AUGUST; PERFECT TIME TO BUY THE BOLLINGER B4 ALL-ELECTRIC TRUCK

Natural and Organic Food Stocks Showing Strong Potential for 2025 — Positive

BYND  SFM  UNFI  VITL   Zacks Investment Research — July 15, 2025

Vital Farms, Sprouts Farmers, United Natural and Beyond Meat are betting big on organic, clean-label foods and redefining what's healthy on store shelves.

image for news Natural and Organic Food Stocks Showing Strong Potential for 2025

Economy Shows Signs of Warming: CPI, Q2 Bank Earnings — Neutral

C  JPM  WFC   Zacks Investment Research — July 15, 2025

Following a fairly dormant period, we're finally getting down to some real nitty-grit.

image for news Economy Shows Signs of Warming: CPI, Q2 Bank Earnings

Costco's June Sales Climb on Robust 11.5% E-Commerce Growth — Positive

COST   Zacks Investment Research — July 15, 2025

COST posts 5.8% June comp sales growth, fueled by strong 11.5% e-commerce gains and steady demand from value-focused shoppers.

image for news Costco's June Sales Climb on Robust 11.5% E-Commerce Growth

AMD: It Doesn't Need To Dethrone Nvidia — Positive

AMD  NVDA   Seeking Alpha — July 15, 2025

Advanced Micro Devices, Inc. has staged a remarkable recovery, outperforming the semiconductor peers since February, signaling renewed investor confidence on its bullish narrative. AMD's open-source, full-stack AI approach and rapid integration with hyperscalers position it as a credible challenger to Nvidia's dominance. AMD's growth could accelerate as it scales its AI revenue, with even a modest foothold making a significant impact relative to its current scale.

image for news AMD: It Doesn't Need To Dethrone Nvidia

META Plans "Several" Data Centers, Shift in Open-Source A.I. — Positive

META   Schwab Network — July 15, 2025

Meta Platforms (META) is looking to build numerous multi-gigawatt data centers that CEO Mark Zuckerberg says make up a "significant part of the footprint of Manhattan." Marley Kayden says that may not be the only piece of news moving the stock.

image for news META Plans "Several" Data Centers, Shift in Open-Source A.I.

Winmark Corporation Announces Quarterly Cash Dividend — Neutral

WINA   Business Wire — July 15, 2025

MINNEAPOLIS--(BUSINESS WIRE)--Winmark Corporation (Nasdaq: WINA) announced today that its Board of Directors has approved the payment of a quarterly cash dividend to shareholders. The quarterly dividend of $0.96 per share will be paid September 2, 2025 to shareholders of record on the close of business on August 13, 2025. Future dividends will be subject to Board approval. Winmark - the Resale Company®, is a nationally recognized franchising business focused on sustainability and small business.

image for news Winmark Corporation Announces Quarterly Cash Dividend

3 Ideal July Buys And 7 To Watch From 47 'Safer' Dividends In 100 Barron's Sustainable Dogs — Positive

AVNT  BBY  CLX  CPB  ES  GIS  HRL  IPG  KDP  LKQ  MET  MKC  NJR  NVDA  PRU  RF  RHI  SWK   Seeking Alpha — July 15, 2025

Barron's eighth annual (2025) ranking of sustainable companies started with the 1,000 largest publicly traded companies by market value, then ranked each by performance for five key constituencies: shareholders, employees, customers, community, and planet. Top-yielding sustainable stocks like Avient, Interpublic, and Campbell's offer attractive net gain potential, with average analyst-estimated returns of 26.26% for the top ten. Seventeen dividend payers show negative free cash flow margins, signaling caution; only three 'safer' stocks—Campbell's, Regions Financial, and Hormel—meet the ideal dividend-to-price ratio.

image for news 3 Ideal July Buys And 7 To Watch From 47 'Safer' Dividends In 100 Barron's Sustainable Dogs

ATLANTA , July 15, 2025 /PRNewswire/ -- The Georgia Public Service Commission (PSC) today approved Georgia Power's 2025 Integrated Resource Plan (IRP). The final, approved plan will allow the company to continue to meet the energy needs of customers and support the state's expected continued extraordinary growth.

image for news Georgia Public Service Commission approves plan to reliably, economically meet the energy needs of a growing Georgia

Winmark Corporation Announces Second Quarter Results — Neutral

WINA   Business Wire — July 15, 2025

MINNEAPOLIS--(BUSINESS WIRE)--Winmark Corporation (Nasdaq: WINA) announced today net income for the quarter ended June 28, 2025 of $10,601,200 or $2.89 per share diluted compared to net income of $10,431,400 or $2.85 per share diluted in 2024. For the six months ended June 28, 2025, net income was $20,557,600 or $5.60 per share diluted compared to net income of $19,250,400 or $5.26 per share diluted for the same period last year. “Sales performance for our franchise partners across all brands i.

image for news Winmark Corporation Announces Second Quarter Results

NVDL: A Leveraged Nvidia Bet — Positive

NVDA   Seeking Alpha — July 15, 2025

The GraniteShares 2x Long NVDA Daily ETF offers leveraged exposure to Nvidia, ideal for investors bullish on AI-driven gains. Nvidia's explosive growth in AI GPUs and free cash flow makes leveraged exposure attractive, but the ETF is high-risk and suitable only for highly risk-tolerant investors. NVDL has delivered strong net asset value returns since inception, but it can underperform Nvidia over time due to beta-slippage.

image for news NVDL: A Leveraged Nvidia Bet

An Asian institutional client pulled $52 billion from the asset manager during the second quarter, crimping net client inflows into the investment firm.

image for news BlackRock Shares Tumble After Big Client Redemption Blunts Quarterly Results

Gold prices steady as CPI meets forecasts; traders eye Fed rate signals and tariff risks for the next breakout catalyst.

image for news Gold News: Tariffs and Fed Drama Dominate—Is a Bigger Gold Price Catalyst Ahead?

Ansys Acquisition by Synopsys Clears Regulatory Hurdles Worldwide — Negative

ANSS  SNPS   Zacks Investment Research — July 15, 2025

ANSS moves closer to merging with Synopsys as final global approvals secure $35B deal set to close July 17.

image for news Ansys Acquisition by Synopsys Clears Regulatory Hurdles Worldwide

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside? — Positive

AMZN  IBM   Zacks Investment Research — July 15, 2025

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

image for news IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?