Jeremy Allaire, Circle CEO, joins 'Money Movers' to discuss stablecoin demand, the future of fintech and crypto.

image for news Circle CEO on stablecoin demand, the future of fintech and stock performance

Fastenal Q2: Growth Reaccelerates, But Consider Tariffs And Valuation — Neutral

FAST   Seeking Alpha — July 14, 2025

Fastenal 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.

image for news Fastenal Q2: Growth Reaccelerates, But Consider Tariffs And Valuation

Robust Trading, NII Growth to Aid Morgan Stanley's Q2 Earnings — Positive

MS   Zacks Investment Research — July 14, 2025

MS Q2 earnings are likely to have risen y/y on strong trading and higher NII, though underwriting and advisory fees may weigh on results.

image for news Robust Trading, NII Growth to Aid Morgan Stanley's Q2 Earnings

The 2025 Empire State Building Run-Up Returns Oct. 8 — Neutral

ESRT   Business Wire — July 14, 2025

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.

image for news The 2025 Empire State Building Run-Up Returns Oct. 8

CNBC's Deirdre Bosa joins 'Money Movers' to discuss Meta's announcement of bringing several data centers online.

image for news Meta announces several multi-gigawatt data centers, first planning to come online in 2026

Upwork: Cheaper Than You Think — Positive

UPWK   Seeking Alpha — July 14, 2025

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.

image for news Upwork: Cheaper Than You Think

Ares Capital Is My Largest BDC Holding For A Reason — Positive

ARCC   Seeking Alpha — July 14, 2025

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.

image for news Ares Capital Is My Largest BDC Holding For A Reason

Trump's copper tariff objective to rebuild a U.S. supply chain, says analyst — Neutral

CPER  JJC   CNBC International TV — July 14, 2025

Michael Widmer, head of metals research at Bank of America, discusses Trump's copper tariff announcement.

image for news Trump's copper tariff objective to rebuild a U.S. supply chain, says analyst

Waters and BD Biosciences & Diagnostic Solutions announce $17.5B merger — Neutral

WAT   Proactive Investors — July 14, 2025

Waters 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.

image for news Waters and BD Biosciences & Diagnostic Solutions announce $17.5B merger

Higher Fee Income and NII to Aid M&T Bank's Q2 Earnings — Positive

MTB   Zacks Investment Research — July 14, 2025

MTB's Q2 results may show year-over-year gains, driven by higher fee income, NII and lower expenses.

image for news Higher Fee Income and NII to Aid M&T Bank's Q2 Earnings

Can VST Stock Rely on Its Nuclear Assets for Long-Term Stability? — Positive

VST   Zacks Investment Research — July 14, 2025

Vistra's high-performing nuclear fleet provides stability and constant power needed to meet the rising clean power demand.

image for news Can VST Stock Rely on Its Nuclear Assets for Long-Term Stability?

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge? — Positive

ANET  CIEN   Zacks Investment Research — July 14, 2025

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

image for news Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

SAN 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.

image for news Zoom recognized as a leader in Unified-Communications-As-A-Service platforms by leading global research firm

Health insurer Elevance Health Inc. ELV is scheduled to release its second quarter 2025 financial results on July 17.

image for news Elevance Steps In As UnitedHealth Delays — Will It Set The Tone For Insurers?

SAN 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.

image for news Centene Corporation (CNC) Faces Shareholder Ire Amidst Plummeting Stock and Lawsuit Over “Inflated Guidance” – Hagens Berman

NEW 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.

image for news INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Vestis Corporation of Class Action Lawsuit and Upcoming Deadlines - VSTS

Here's Why H&R Block Stock Is a Great Pick for Your Portfolio — Positive

HRB   Zacks Investment Research — July 14, 2025

HRB gains 6.2% YTD on strong earnings momentum, rising estimates, and initiatives backing gig workers and entrepreneurs.

image for news Here's Why H&R Block Stock Is a Great Pick for Your Portfolio

Strength in Aerospace Market Drives Howmet: Will the Momentum Last? — Positive

HWM   Zacks Investment Research — July 14, 2025

HWM's defense aerospace sales soar 19% in Q1 on strong F-35 program demand, fueling Engineered Structures' growth as U.S. military funding climbs.

image for news Strength in Aerospace Market Drives Howmet: Will the Momentum Last?

NEW 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.

image for news INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Organon & Co. of Class Action Lawsuit and Upcoming Deadlines - OGN

NEW 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.

image for news INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in DoubleVerify Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines - DV