Ultragenyx shares plunge after bone disorder trial misses key interim goal — Negative

RARE   Proactive Investors — July 10, 2025

Shares of Ultragenyx Pharmaceutical Inc (NASDAQ:RARE) slumped around 26% on Thursday afternoon after the company and partner Mereo BioPharma said their late-stage study of setrusumab in osteogenesis imperfecta failed to meet a key interim goal. Ultragenyx is developing setrusumab as a potential first-in-class treatment for osteogenesis imperfecta, a rare genetic bone disorder with no approved therapies in the US.

image for news Ultragenyx shares plunge after bone disorder trial misses key interim goal

AI browsers eye Google's turf — Neutral

GOOG  GOOGL   CNBC Television — July 10, 2025

CNBC's Deirdre Bosa joins 'Money Movers' to discuss AI's newest battlefront internet browsers.

image for news AI browsers eye Google's turf

Broadcom: Inventory Does Not Lie — Positive

AVGO   Seeking Alpha — July 10, 2025

Sharp price surges since my last writing prompted me to reexamine Broadcom stock. I see several new developments and catalysts that can keep supporting a buy rating. 2025 Q2 earnings report reveals near-record low days inventory outstanding, signaling strong and scalable demand for Broadcom's products.

image for news Broadcom: Inventory Does Not Lie

SoFi Technologies Inc. SOFI has seen its stock soar by approximately 45% in the past month, fueled by potential legislative changes that could significantly reroute student loan demand from federal programs to private lenders.

image for news How Trump's Student Loan Reform Could Funnel Billions In Loans To SoFi

Pure Cycle Corporation (PCYO) Q3 2025 Earnings Call Transcript — Neutral

PCYO   Seeking Alpha — July 10, 2025

Pure Cycle Corporation (NASDAQ:PCYO ) Q3 2025 Earnings Conference Call July 10, 2025 8:30 AM ET Company Participants Marc Stephen Spezialy - VP, CFO & Principal Accounting Officer Mark W. Harding - President, CEO, Principal Executive Officer & Director Conference Call Participants Elliot Knight - Unidentified Company Marc Stephen Spezialy Good morning, everybody, and welcome to Pure Cycle Corporation's third quarter earnings call.

image for news Pure Cycle Corporation (PCYO) Q3 2025 Earnings Call Transcript

FXE: The Trend Remains Bullish — Positive

FXE   Seeking Alpha — July 10, 2025

The Euro has rallied 16.23% against the U.S. dollar in 2025, breaking key technical resistance and maintaining a bullish trend. FXE ETF effectively tracks the Euro/USD exchange rate, offering liquidity and convenience for investors seeking Euro exposure in standard brokerage accounts. Despite the Euro's strength versus the dollar, gold has outperformed both, becoming the second-largest reserve asset for central banks, surpassing the Euro.

image for news FXE: The Trend Remains Bullish

Nebius Group: Up 385%, Analysts Say It's Still a Bargain — Positive

NBIS   MarketBeat — July 10, 2025

The search for the next impactful name in artificial intelligence (AI) often leads investors to crowded fields. Yet, quietly capturing a significant market share is Nebius Group N.V.

image for news Nebius Group: Up 385%, Analysts Say It's Still a Bargain

Dell Is Building AI Infrastructure Of The Future, Yet Still Dirt Cheap — Positive

DELL   Seeking Alpha — July 10, 2025

Dell is a critical enabler of the AI infrastructure revolution, with a booming AI server business and multi-billion-dollar backlog fueling strong growth. The scale of AI infrastructure spending is unprecedented, and Dell is well-positioned to capture a significant share from both hyperscaler and mega-project demand. Dell's valuation is deeply discounted versus sector peers, despite superior growth, cash flow, and margin expansion potential from its Infrastructure Solutions Group.

image for news Dell Is Building AI Infrastructure Of The Future, Yet Still Dirt Cheap

Final Trades: Abbvie, Boeing, Oracle and Joby Aviation — Neutral

ABBV  BA  JOBY  ORCL   CNBC Television — July 10, 2025

The Investment Committee give you their top stocks to watch for the second half.

image for news Final Trades: Abbvie, Boeing, Oracle and Joby Aviation

Uber: Strategic Partnerships To Help Navigate Risks Of Disruption — Neutral

UBER   Seeking Alpha — July 10, 2025

Uber's market-leading position and strong brand create a durable MOAT, despite fears about autonomous vehicles disrupting its business model. Partnerships with Waymo, Cruise, and Volkswagen position Uber to benefit from the autonomous vehicle shift, rather than be disrupted by it. Financial performance is robust, with strong revenue, EBITDA, and free cash flow growth expected to continue through 2026 and beyond.

image for news Uber: Strategic Partnerships To Help Navigate Risks Of Disruption

Marsh & McLennan Boosts Dividend by 10% to 90 Cents Per Share — Positive

MMC   Zacks Investment Research — July 10, 2025

MMC hikes its quarterly dividend by 10% to 90 cents per share, marking its 16th straight year of increases and sustaining its active record of returning capital to shareholders.

image for news Marsh & McLennan Boosts Dividend by 10% to 90 Cents Per Share

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Centene Corporation (“Centene” or the “Company”) (NYSE: CNC) securities between December 12, 2024 to June 30, 2025, inclusive (the “Class Period”). Centene investors have until September 8, 2025 to file a lead plaintiff motion. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN CENTENE CORPORATION (CNC), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO.

image for news Law Offices of Howard G. Smith Encourages Centene Corporation (CNC) Investors To Inquire About Securities Fraud Class Action

ADT To Release Second Quarter 2025 Results On Thursday, July 24, 2025 — Neutral

ADT   GlobeNewsWire — July 10, 2025

BOCA RATON, Fla., July 10, 2025 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) will release its second quarter 2025 financial results before the market opens on Thursday, July 24, 2025. Following the release, management will host a conference call at 10 a.m. ET to discuss the financial results and lead a question-and-answer session.

image for news ADT To Release Second Quarter 2025 Results On Thursday, July 24, 2025

SAN FRANCISCO--(BUSINESS WIRE)--To meet growing demand for specialized solutions, Wells Fargo & Company (NYSE: WFC) today announced the appointment of Tim Ruby as division executive for the Healthcare, Higher Education, and Not-for-Profit division (HHN). Based in Chicago, Ruby reports to Phil Smith, vice chair of Specialized Industries, a business line within Commercial Banking. Ruby succeeds Bill Morgan, who retired after a distinguished 40-year career in financial services. “Tim is steppi.

image for news Wells Fargo Names Tim Ruby to Lead Healthcare, Higher Education and Not-for-Profit Banking Nationwide

Josh Brown's best stocks in the market: Ansys — Positive

ANSS   CNBC Television — July 10, 2025

Josh Brown, CEO at Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why Ansys has made it to his "Best Stocks in the Market."

image for news Josh Brown's best stocks in the market: Ansys

Trade Tracker: Bryn Talkington buys more Tesla — Positive

TSLA   CNBC Television — July 10, 2025

Bryn Talkington, managing partner at Requisite Capital Management, joins CNBC's "Halftime Report" to discuss why she's buying more Tesla.

image for news Trade Tracker: Bryn Talkington buys more Tesla

$5 billion. That's how much market value McDonald's added Thursday.

image for news McDonald's Snack Wrap Return Feeds Wall Street Fast Food Optimism As Stock Gets Goldman Upgrade

Silver is heading towards the key resistance level at $37.30 – $37.50.

image for news Gold (XAUUSD), Silver, Platinum Forecasts – Gold Gains Some Ground As Traders Ignore Rising Treasury Yields

Delta's Shares Move North After Q2 Earnings & Revenues Beat Estimates — Positive

DAL   Zacks Investment Research — July 10, 2025

DAL stock rises as second-quarter earnings and revenues beat estimates and the airline reinstates full-year 2025 guidance.

image for news Delta's Shares Move North After Q2 Earnings & Revenues Beat Estimates

Boeing's Rebound Is Well Underway—But Is It Too Late? — Positive

BA   MarketBeat — July 10, 2025

Boeing NYSE: BA has been one of the most maligned titans of industry in the United States over the past several years. As of the July 8 close, the stock's five-year total return was only 22%.

image for news Boeing's Rebound Is Well Underway—But Is It Too Late?