SoFi CEO: Student loans are a smaller piece of our business now — Positive

SOFI   CNBC Television — July 10, 2025

SoFi CEO Anthony Noto said Thursday that student loans now make up a smaller piece of the company's business, with more than 50% of revenue coming from non-lending streams.

image for news SoFi CEO: Student loans are a smaller piece of our business now

CARFAX Lifetime New Car Ads Approved for GM iMR Turnkey Program — Neutral

SPGI   PRNewsWire — July 10, 2025

GM Dealers Can Maximize Impact with New Car Ads on CARFAX Vehicle History Reports, CARFAX Car Listings, and CARFAX Car Care CENTREVILLE, Va. , July 10, 2025 /PRNewswire/ -- CARFAX has expanded its relationship with General Motors, announcing CARFAX Lifetime dealers now receive new car ad placements on CARFAX Reports, CARFAX Car Listings, and CARFAX Car Care to qualify for GM's In-Market Retail (iMR) Turnkey Program.

image for news CARFAX Lifetime New Car Ads Approved for GM iMR Turnkey Program

LOS ANGELES , July 10, 2025 /PRNewswire/ -- Oro Inc., the leader in open-source B2B digital commerce, is proud to announce the official launch of OroPay, a fully integrated payment platform purpose-built for manufacturers and distributors using OroCommerce. OroPay unifies invoicing, payments, ERP connectivity, and commerce into one seamless ecosystem, helping businesses scale faster, reduce overhead, and simplify cash flow management.

image for news Oro Inc. Announces the Launch of OroPay: A Unified Payment Solution for B2B Commerce

Nvidia reportedly plans to release new AI chip designed for China — Positive

NVDA   TechCrunch — July 10, 2025

Nvidia seems determined to find a way to sell AI chips in China despite U.S. export restrictions.

image for news Nvidia reportedly plans to release new AI chip designed for China

Check Point Software: Strong Balance Sheet, Measured Transformation — Positive

CHKP   Seeking Alpha — July 10, 2025

Check Point's strong balance sheet, high margins, and aggressive buybacks underpin my Buy rating and $245 target, offering a 10% upside. The shift to cloud and subscriptions is crucial for future growth, with Quantum Force and recurring revenue driving stability amid fierce competition. Valuation multiples lag peers despite robust free cash flow and operational discipline; market re-rating is likely if growth accelerates or sentiment shifts.

image for news Check Point Software: Strong Balance Sheet, Measured Transformation

I am initiating Snap-on Incorporated with a Buy rating and a fair value estimate of $371 per share, favoring its unique mobile van distribution model. Despite near-term headwinds from tariffs, high interest rates, and weak end-markets, I remain optimistic about SNA stock's long-term growth potential. Snap-on's U.S.-centric operations and potential onshoring trends position it to benefit as manufacturing shifts back to the U.S., supporting future growth.

image for news Snap-on Q2 Preview: Anticipating Headwinds From Tariffs, But Only Trading At 14x FCF

DoorDash: Early Innings For This Digital Marketplace Giant — Positive

DASH   Seeking Alpha — July 10, 2025

DoorDash is a dominant, asset-light platform with strong network effects, brand equity, and expanding into new markets and verticals beyond food delivery. The business has achieved rapid revenue growth and turned profitable in 2024, with a cash-rich balance sheet, though share dilution remains a concern. Valuation is demanding with high multiples, but the growth trajectory and technical momentum suggest further upside if it breaks all-time highs.

image for news DoorDash: Early Innings For This Digital Marketplace Giant

Can Colgate's Pricing Strength Keep Earnings Buoyant in 2025? — Positive

CL   Zacks Investment Research — July 10, 2025

CL's strategic pricing, margin gains and productivity moves support steady EPS growth into 2025 despite cost pressures.

image for news Can Colgate's Pricing Strength Keep Earnings Buoyant in 2025?

Dollar Tree Authorizes $2.5B Share Repurchase Plan: What to Know? — Positive

DLTR   Zacks Investment Research — July 10, 2025

DLTR boosts shareholder value with a new $2.5B repurchase plan, underscoring strong cash flow and disciplined capital use.

image for news Dollar Tree Authorizes $2.5B Share Repurchase Plan: What to Know?

3 Electronics Stocks to Watch From a Prospering Industry — Positive

ACLS  ENTG  KLIC   Zacks Investment Research — July 10, 2025

The Zacks Electronics - Manufacturing Machinery industry participants, such as ENTG, KLIC, and ACLS, are benefiting from strong demand for high-performance computing, advanced packaging and memory.

image for news 3 Electronics Stocks to Watch From a Prospering Industry

GWRE Stock Rises 36% in 6 Months: Stay Invested or Book Profits? — Positive

GWRE   Zacks Investment Research — July 10, 2025

Guidewire is up 36% in six months as cloud momentum builds, but rising costs and valuation spur caution among investors.

image for news GWRE Stock Rises 36% in 6 Months: Stay Invested or Book Profits?

The deal brings legacy brands such as Nutella, Kinder, Tic Tac, Frosted Flakes, Froot Loops and Special K under one roof.

image for news Cereal giant WK Kellogg's shares surge 30% on $3B deal to be acquired by Ferrero Rocher owner

Strategic PULPO-Aident Partnership Delivers Next-Generation Warehouse Management for Microsoft Dynamics 365 Business Central Strategic PULPO-Aident Partnership Delivers Next-Generation Warehouse Management for Microsoft Dynamics 365 Business Central

image for news PULPO WMS and Microsoft Partner Aident Launch Advanced Integration for Dynamics 365 Business Central

Applied Industrial Gains From Business Strength Amid Headwinds — Positive

AIT   Zacks Investment Research — July 10, 2025

AIT shares surge in three months as Engineered Solutions' growth and acquisitions offset distribution headwinds.

image for news Applied Industrial Gains From Business Strength Amid Headwinds

RARE, MREO Fall as Osteogenesis Study Likely to Continue Till Year End — Negative

MREO  RARE   Zacks Investment Research — July 10, 2025

Ultragenyx Pharmaceutical and Mereo BioPharma shares tumble as investors await key phase III UX143 osteogenesis data now set for release at year-end.

image for news RARE, MREO Fall as Osteogenesis Study Likely to Continue Till Year End

D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now? — Negative

QBTS   Zacks Investment Research — July 10, 2025

QBTS slips as IBM and Google ramp up gate-based quantum tech, raising doubts about D-Wave's long-term scalability.

image for news D-Wave Slips as IBM and Google Threaten Its Quantum Edge: What Now?

Jobless Claims Steady, Earnings Season Kicks Off with Delta Beat — Positive

DAL   Zacks Investment Research — July 10, 2025

Initial Jobless Claims are down for the fourth-consecutive week to 227K, and Delta Air Lines (DAL) beat on top and bottom lines in Q2.

image for news Jobless Claims Steady, Earnings Season Kicks Off with Delta Beat

Ulta Beauty to enter UK market with acquisition of Space NK — Positive

ULTA   Proactive Investors — July 10, 2025

Ulta 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).

image for news Ulta Beauty to enter UK market with acquisition of Space NK

PHILADELPHIA , 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.

image for news DEADLINE TOMORROW: Berger Montague Advises Elevance Health (NYSE: ELV) Investors to Contact the Firm Before July 11, 2025

The 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.

image for news Ford recalls 850K vehicles over fuel pump failure that could cause engine stall