Circle CEO on stablecoin demand, the future of fintech and stock performance — Neutral
CRCL CNBC Television — July 14, 2025Jeremy Allaire, Circle CEO, joins 'Money Movers' to discuss stablecoin demand, the future of fintech and crypto.

Fastenal Q2: Growth Reaccelerates, But Consider Tariffs And Valuation — Neutral
FAST Seeking Alpha — July 14, 2025Fastenal Company reported a solid growth reacceleration in Q2. The macroeconomic environment has remained subdued, making Fastenal's earnings especially strong. Tariffs could pressure margins increasingly after Q2. Fastenal's pricing power should be strong, but tariffs on China are still a considerable headwind. The stock is too expensive. I estimate FAST to have 36% downside to $27.9.

Robust Trading, NII Growth to Aid Morgan Stanley's Q2 Earnings — Positive
MS Zacks Investment Research — July 14, 2025MS Q2 earnings are likely to have risen y/y on strong trading and higher NII, though underwriting and advisory fees may weigh on results.

NEW YORK--(BUSINESS WIRE)--The Empire State Building (ESB) announced today general lottery registration for the annual Empire State Building Run-Up (ESBRU) on Oct. 8, 2025, at 8 p.m. ESB also announced the ESBRU will be presented by NYU Langone Health and powered by the Challenged Athlete's Foundation. General lottery registration will be open from July 14 through July 28, 2025. In the 47th annual Run-Up, 225 runners will race up the iconic building's 1,576 stairs to the world-famous Observator.

Meta announces several multi-gigawatt data centers, first planning to come online in 2026 — Positive
META CNBC Television — July 14, 2025CNBC's Deirdre Bosa joins 'Money Movers' to discuss Meta's announcement of bringing several data centers online.

Upwork delivered strong Q1 results, with record EBITDA margin, robust free cash flow, and the first GSV growth in six quarters, aided by AI-driven features. Shares trade at just over 11x forward earnings and 2.2x sales—well below historical averages and that of the S&P 500, making valuation attractive. Upwork boasts a healthy balance sheet with $620M in cash, low net debt, and a 10% free cash flow yield when net cash is considered.

ARCC remains my largest BDC holding due to its resilience in uncertain times and diversified, high-quality portfolio of sizeable businesses. The company's lower exposure to floating-rate debt and meaningful equity investments help stabilize income despite falling interest rates. Non-accruals remain low and portfolio concentration is modest, supporting sustainable dividends and reduced risk of defaults.

Trump's copper tariff objective to rebuild a U.S. supply chain, says analyst — Neutral
CPER JJC CNBC International TV — July 14, 2025Michael Widmer, head of metals research at Bank of America, discusses Trump's copper tariff announcement.

Waters and BD Biosciences & Diagnostic Solutions announce $17.5B merger — Neutral
WAT Proactive Investors — July 14, 2025Waters Corp (NYSE:WAT) shares fell more than 12% after it announced a business combination deal with BD Biosciences & Diagnostic Solutions (NYSE:BDX), forming a new life sciences and diagnostics leader focused on high-volume, regulated testing markets. The transaction, structured as a Reverse Morris Trust and valued at approximately $17.5 billion, is expected to significantly expand Waters' market reach and strengthen its position in key adjacent sectors.

Higher Fee Income and NII to Aid M&T Bank's Q2 Earnings — Positive
MTB Zacks Investment Research — July 14, 2025MTB's Q2 results may show year-over-year gains, driven by higher fee income, NII and lower expenses.

Can VST Stock Rely on Its Nuclear Assets for Long-Term Stability? — Positive
VST Zacks Investment Research — July 14, 2025Vistra's high-performing nuclear fleet provides stability and constant power needed to meet the rising clean power demand.

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge? — Positive
ANET CIEN Zacks Investment Research — July 14, 2025CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

Zoom recognized as a leader in Unified-Communications-As-A-Service platforms by leading global research firm — Neutral
ZM GlobeNewsWire — July 14, 2025SAN JOSE, Calif., July 14, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) today announced its recognition as a “leader” with above-average customer feedback among UCaaS platforms by Forrester, a leading global research and continuous guidance firm, in The Forrester Wave(™): Unified-Communications-As-A-Service Platforms, Q3 2025 report.

Elevance Steps In As UnitedHealth Delays — Will It Set The Tone For Insurers? — Neutral
ELV UNH Benzinga — July 14, 2025Health insurer Elevance Health Inc. ELV is scheduled to release its second quarter 2025 financial results on July 17.

Centene Corporation (CNC) Faces Shareholder Ire Amidst Plummeting Stock and Lawsuit Over “Inflated Guidance” – Hagens Berman — Neutral
CNC GlobeNewsWire — July 14, 2025SAN FRANCISCO, July 14, 2025 (GLOBE NEWSWIRE) -- Healthcare giant Centene Corporation (NYSE: CNC), a prominent provider of government-sponsored and commercial healthcare services, finds itself embroiled in a class action lawsuit following a dramatic plunge in its stock price. The suit, Lunstrum v. Centene Corporation, No. 25-cv-05659 (S.D.N.Y.), seeks to represent investors who purchased or acquired Centene securities between December 12, 2024, and June 30, 2025, alleging violations of the Securities Exchange Act of 1934.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Vestis Corporation of Class Action Lawsuit and Upcoming Deadlines - VSTS — Neutral
VSTS GlobeNewsWire — July 14, 2025NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Vestis Corporation (“Vestis” or the “Company”) (NASDAQ: VSTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

Here's Why H&R Block Stock Is a Great Pick for Your Portfolio — Positive
HRB Zacks Investment Research — July 14, 2025HRB gains 6.2% YTD on strong earnings momentum, rising estimates, and initiatives backing gig workers and entrepreneurs.

Strength in Aerospace Market Drives Howmet: Will the Momentum Last? — Positive
HWM Zacks Investment Research — July 14, 2025HWM's defense aerospace sales soar 19% in Q1 on strong F-35 program demand, fueling Engineered Structures' growth as U.S. military funding climbs.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Organon & Co. of Class Action Lawsuit and Upcoming Deadlines - OGN — Neutral
OGN GlobeNewsWire — July 14, 2025NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Organon & Co. (“Organon” or the “Company”) (NYSE: OGN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in DoubleVerify Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines - DV — Neutral
DV GlobeNewsWire — July 14, 2025NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against DoubleVerify Holdings, Inc. (“DoubleVerify” or the “Company”) (NYSE: DV). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
