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.

CNBC's Brian Sullivan speaks with Baker Hughes CEO Lorenzo Simonelli from OPEC's annual seminar in Vienna, Austria.

The airline restored its full-year outlook after pulling back in April. Transcript: CAROLINE WOODS: Delta shares are taking off after its latest quarterly results came in better than expected.

Streaming name and Schaeffer's Top 2025 Stock Pick Roku Inc (NASDAQ:ROKU) is up 0.8% to trade at $89.33, after landing an upgrade out of Keybanc to "overweight" from "sector weight" to go with a $115 price target.

Helen of Troy Stock Sinks as Firm Posts Slowing Sales, Rues Tariff Impacts — Negative
HELE Investopedia — July 10, 2025Helen of Troy Ltd. (HELE) shares plunged 25% Thursday when the maker of consumer healthcare and home products posted weaker-than-expected results and guidance, which it blamed on slowing sales and the impact of new U.S. tariffs.

Beam Therapeutics (BEAM) Surges 5.7%: Is This an Indication of Further Gains? — Positive
BEAM Zacks Investment Research — July 10, 2025Beam Therapeutics (BEAM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

TTD Declines 23% in a Year: Continue to Hold or Sell the Stock? — Negative
TTD Zacks Investment Research — July 10, 2025The Trade Desk TTD, a well-known name in the programmatic advertising space, has seen its stock take a significant hit. The stock price has declined 23.3% over the past year, underperforming the Zacks Internet Services industry's decline of 1.9%.
