RARE, MREO Fall as Osteogenesis Study Likely to Continue Till Year End — Negative
MREO RARE Zacks Investment Research — July 10, 2025Ultragenyx Pharmaceutical and Mereo BioPharma shares tumble as investors await key phase III UX143 osteogenesis data now set for release at year-end.

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now? — Negative
QBTS Zacks Investment Research — July 10, 2025QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

Jobless Claims Steady, Earnings Season Kicks Off with Delta Beat — Positive
DAL Zacks Investment Research — July 10, 2025Initial Jobless Claims are down for the fourth-consecutive week to 227K, and Delta Air Lines (DAL) beat on top and bottom lines in Q2.

Ulta Beauty to enter UK market with acquisition of Space NK — Positive
ULTA Proactive Investors — July 10, 2025Ulta Beauty Inc (NASDAQ:ULTA) announced that it it is entering the UK beauty retail market through its acquisition of Space NK from the private equity firm Manzanita Capital. The financial terms of the acquisition were not disclosed, but media reports estimate the purchase price exceeds £300 million (US$408 million).

DEADLINE TOMORROW: Berger Montague Advises Elevance Health (NYSE: ELV) Investors to Contact the Firm Before July 11, 2025 — Neutral
ELV PRNewsWire — July 10, 2025PHILADELPHIA , July 10, 2025 /PRNewswire/ -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Elevance Health, Inc. ("Elevance" or the "Company") (NYSE: ELV) on behalf of purchasers of Elevance securities between April 18, 2024 through October 16, 2024, inclusive (the "Class Period"). Investor Deadline: Investors who purchased or acquired Elevance securities during the Class Period may, no later than JULY 11, 2025 , seek to be appointed as a lead plaintiff representative of the class.

Ford recalls 850K vehicles over fuel pump failure that could cause engine stall — Negative
F New York Post — July 10, 2025The recall impacts certain 2021-2023 Bronco, Explorer, Lincoln Aviator, F-250 SD, F-350 SD, 5-450 SD, F-550 SD, 2021-2022 Lincoln Navigator, Mustang, F-150 and 2022 Expedition vehicles.

Meta Platforms Enticed Apple AI Executive With $200M Pay Package, Report Says — Neutral
META Investopedia — July 10, 2025Meta Platforms (META) reportedly offered a pay package worth more than $200 million to poach Ruoming Pang, Apple's (AAPL) top executive in charge of artificial intelligence models, as the Facebook parent builds up its new “Superintelligence” AI division.

Sify Technologies Ltd. Regains Compliance with NASDAQ Listing Requirements — Neutral
SIFY GlobeNewsWire — July 10, 2025CHENNAI, India, July 10, 2025 (GLOBE NEWSWIRE) -- Sify Technologies Ltd. (Nasdaq: Sify) (the “Company”), a leading integrated information communications technology (or ICT) Solutions, received a letter (the “Notification Letter”) from the Listing Qualifications Department of the Nasdaq Stock Market (“Nasdaq”) on July 8, 2025 notifying the Company that it had regained compliance with the continued listing requirements under Nasdaq Listing Rules 5605(b)(1) and 5605(c)(2) (the “Rules”), requiring the majority of the Board to be composed of independent directors and the Audit Committee to comprise at least three independent directors, respectively.

GE Aerospace Secures Deal From SkyWest to Supply CF34 Engines — Positive
GE Zacks Investment Research — July 10, 2025GE lands deal to supply CF34-8E engines for 60 SkyWest jets, reinforcing a long-standing partnership and engine reliability.

NDAQ Outperforms Industry, Trades at Premium: How to Play the Stock — Positive
NDAQ Zacks Investment Research — July 10, 2025Nasdaq is set to grow on its increasing on-trading revenue base, impressive organic growth and investments in proprietary data, supported by a solid capital position.

CVNA vs. ABG: Which Auto Retailer Should You Park in Your Portfolio? — Positive
ABG CVNA Zacks Investment Research — July 10, 2025Carvana's tech-driven surge and EBITDA lead challenge Asbury's stable but cost-heavy expansion in this auto retail showdown.

Astera Labs is breaking into the AI connectivity duopoly, expanding its share between two industry giants, Broadcom and Marvell. The company's partnership with Nvidia on the NVLink Fusion ecosystem positions it for significant growth in scale-up and scale-out networks. Plus, Astera's recent partnership with Alchip will tip the scale. Astera Labs' Q1 revenue growth outpaces Marvell and approaches Broadcom, with analysts expecting nearly 300% EBITDA growth in 2025.

BDC Misconceptions Setting Investors Up For Failure — Negative
CGBD NCDL Seeking Alpha — July 10, 2025BDCs face a number of misconceptions in the commentariat having to do with earnings, dividend coverage, and more. Short-term rates are still attractive, BDC valuations are reasonable, and portfolio quality has improved; floating-rate assets remain compelling even at lower levels. Investors should focus on rigorous analysis, valuations, and NII yield, not simplistic headlines or price momentum.

Can Platform Expansion Keep Aiding CyberArk's Subscription ARR Growth? — Positive
CYBR Zacks Investment Research — July 10, 2025CYBR's subscription ARR surges 65% to $1.03B, fueled by platform cross-selling and larger multi-solution deals.

Can SSRM Maintain Momentum After a Strong Q1 Production Start? — Positive
SSRM Zacks Investment Research — July 10, 2025SSR Mining's Q1 gold output rose 2% as new CC&V production boosts growth and 2025 guidance targets a 10% annual increase.

Are RH's New Design Galleries Set to Drive Global Brand Value? — Positive
RH Zacks Investment Research — July 10, 2025RH RH, previously known as Restoration Hardware, is currently undertaking several in-house initiatives to enhance its revenue visibility and profitability prospects amid an uncertain macroeconomic environment. The main strategic efforts include global expansion, among other initiatives, a customer-friendly membership approach and supply-chain optimization.

Lilly Down More Than 15% in a Year: Time to Buy, Sell or Hold? — Positive
LLY Zacks Investment Research — July 10, 2025LLY has slid 15.7% over the past year, but surging demand for Mounjaro and Zepbound could revive the stock's momentum.

Will Low Marketing Spend Limit Stride's Enrollment Upside? — Positive
LRN Zacks Investment Research — July 10, 2025Despite leaner marketing, LRN's 20% enrollment growth and 51% EPS surge in FY25 signal strong demand and efficient execution.

GL Stock Trading at a Discount to Industry at 8.22X: Time to Hold? — Positive
GL Zacks Investment Research — July 10, 2025Globe Life is set to grow on well-performing American Income and Liberty National divisions, higher invested assets and a strong liquidity position.

SoFi CEO on investing in private markets, student loan opportunities — Positive
SOFI CNBC Television — July 10, 2025Anthony Noto, SoFi CEO, joins 'Squawk Box' to discuss the company's expansion into private market investing, what's seen as a tailwind for SoFi and much more.
