Portillo's: Growth Company At A Good Price — Positive

PTLO   Seeking Alpha — July 14, 2025

Portillo's growth prospects are in the early stages but are favorable given the industry backdrop and strategic approach management is taking. PTLO's new units come with the benefit of scale. Combine scale and initiatives such as the rewards programs; surprise growth is likely. In comparison to other fast-casual competitors, the company remains cheap, trading at near all-time lows, making the risk/reward outlook appealing.

image for news Portillo's: Growth Company At A Good Price

Proposed transaction creates the broadest, most flexible portfolio of orthopedic robotics and navigation technologies to meet surgeons' needs Acquisition expected to be neutral to adjusted earnings per share in 2025 – 2027 and accretive thereafter and to contribute to revenue growth beginning in 2027 WARSAW, Indiana and AUSTIN, Texas, July 14, 2025 (GLOBE NEWSWIRE) -- Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, and Monogram Technologies Inc. (NASDAQ: MGRM), an orthopedic robotics company, today announced they have entered into a definitive agreement for Zimmer Biomet to acquire all outstanding shares of stock of Monogram for …

image for news Zimmer Biomet Announces Definitive Agreement to Acquire Monogram Technologies, Expanding Robotics Suite with Autonomous Solutions

Hate Taxes? Buy These Tax-Advantaged Yields — Positive

DMB  KRP   Seeking Alpha — July 14, 2025

Death and Taxes – the only two guaranteed parts of life. We can help avoid the second one with these picks. You need income, but you don't need to pay excessive taxes on it. The yield is deceptive, and taxes are sneaky.

image for news Hate Taxes? Buy These Tax-Advantaged Yields

America must control its copper supply — but Washington doesn't have many chances to get it right.

image for news Trump's copper tariff is a first step. Here's what's needed now to counter China.

The companies were awaiting clearance from China's State Administration for Market Regulation.

image for news Synopsys Purchase of Ansys Gets OK From China. The $35 Billion Deal Is Set to Go Through.

Barclays: The pharma sector is very out of favor for tariffs — Negative

BCS   CNBC Television — July 14, 2025

Emily Field, head of European pharma research at Barclays, discusses which drug makers would be most impacted by 30% U.S. tariffs on EU imports, and the likelihood President Trump moves ahead with up to 200% tariffs on foreign pharma products.

image for news Barclays: The pharma sector is very out of favor for tariffs

MONTEVIDEO, Uruguay--(BUSINESS WIRE)--You are invited to join the senior management of Arcos Dorados Holdings Inc. (NYSE: ARCO) on a webcast to discuss the Company's results for the second quarter ended June 30, 2025, which will be released before the market opens on Wednesday, August 13, 2025. Luis Raganato, Chief Executive Officer, and senior management will host the webcast. Opening remarks will be followed by a question-and-answer period. Participants will be able to join the webcast (Googl.

image for news Arcos Dorados Holdings Inc. Second Quarter 2025 Results Webcast Date and Time

Proposed transaction creates the broadest, most flexible portfolio of orthopedic robotics and navigation technologies to meet surgeons' needs Acquisition expected to be neutral to adjusted earnings per share in 2025 – 2027 and accretive thereafter and to contribute to revenue growth beginning in 2027 WARSAW, Ind. and AUSTIN, Texas , July 14, 2025 /PRNewswire/ -- Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, and Monogram Technologies Inc. (NASDAQ: MGRM), an orthopedic robotics company, today announced they have entered into a definitive agreement for Zimmer Biomet to acquire all outstanding shares of stock of Monogram for …

image for news Zimmer Biomet Announces Definitive Agreement to Acquire Monogram Technologies, Expanding Robotics Suite with Autonomous Solutions

Valour's BTC AUM Reaches US$302 Million (C$413 Million); DeFi Technologies Bitcoin Treasury Valuation Hits $25.6 Million (C$35 Million) Following Bitcoin's All-Time High Price Valour's Bitcoin AUM Hits All-Time High: DeFi Technologies' subsidiary, Valour, reached a record US$302 million (C$413 million) in Bitcoin AUM as of July 14, 2025, driven by continued investor inflows and strong market momentum. DeFi Technologies Treasury Bitcoin Holdings Reach $25.6M (C$35M): The Company's 208.8 BTC treasury position hit an all-time high valuation on July 13, 2025, coinciding with Bitcoin's record price of $122,625.

image for news DeFi Technologies Reports All-Time High in Bitcoin Assets Under Management and Treasury Holdings

Nearly $100,000 Raised for ToolBank Disaster Services in 2025 WAUKESHA, Wis. , July 14, 2025 /PRNewswire/ -- Generac Holdings (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solutions and other power products, reported a record-breaking year for its "Power Up With Purpose" fundraising initiative, reaching $94,000 in support of ToolBank Disaster Services.

image for news Generac Holdings Marks Record Year for "Power Up With Purpose" Initiative

FORT MYERS, Fla. , July 14, 2025 /PRNewswire/ -- Valvoline Instant Oil Change is proud to kick off its School Supply Drive, running from July 14th through August 3rd.

image for news Valvoline Instant Oil Change Launches School Supply Drive to Support Local Students

Tunnel Status for Seabridge's KSM Project Challenged by Tudor Gold — Neutral

SA   Newsfile Corp — July 14, 2025

Toronto, Ontario--(Newsfile Corp. - July 14, 2025) - Seabridge Gold Inc. (TSX: SEA) (NYSE: SA) ("Seabridge" or the "Company") announced today that Tudor Gold Corp. ("Tudor") has filed a Notice of Appeal in the British Columbia Supreme Court against the Chief Gold Commissioner of British Columbia (the "CGC") and Seabridge which appeals a decision of the CGC rejecting an application brought by Tudor that seeks, in effect, to rescind the legal mechanism which prioritizes Seabridge's rights to use land passing through Tudor's claims for the KSM Project's Mitchell Treaty Tunnels ("MTT"). Tudor previously had applied for a decision from the …

image for news Tunnel Status for Seabridge's KSM Project Challenged by Tudor Gold

The Dividend Fab Four - 30% Of My Portfolio, 100% Conviction — Positive

FIX  GE  ODFL  UNP   Seeking Alpha — July 14, 2025

I'm zooming in on four core holdings, about a third of my portfolio, to explain why I'm betting big and staying patient through short-term noise. These stocks offer a mix of secular and cyclical growth, pricing power, and rising moats. They aren't high yielders, but I believe they'll outperform. My concentrated portfolio is volatile by design, but I'm in it for long-term alpha. I see dip-buying opportunities in some and strong hold cases in others.

image for news The Dividend Fab Four - 30% Of My Portfolio, 100% Conviction

The Special Meeting of Shareholders to approve the Business Combination with Mount Logan Capital to be Held on August 22, 2025, with a record date for the meeting of July 8, 2025 The Special Meeting of Shareholders to approve the Business Combination with Mount Logan Capital to be Held on August 22, 2025, with a record date for the meeting of July 8, 2025

image for news 180 Degree Capital Corp. Notes Filing of Definitive Materials for Proposed Business Combination with Mount Logan Capital and Will Host a Shareholder Call on Tuesday, July 15, 2025, at 1 PM ET

The BIG Fund will invest in tech that enhance services, streamline operations and boost performance through automation, AI and predictive engineering.

image for news Bowman Launches $25 Million Innovation Investment Fund to Drive Organic Growth and Expand Margins Through Technology-Enabled Services

LONDON, GB / ACCESS Newswire / July 14, 2025 / Birkenstock Holding plc ("BIRKENSTOCK" or the "Company", NYSE:BIRK), announced today that the Company will report its fiscal third quarter 2025 (ended June 30, 2025) financial results on Thursday, August 14, 2025 before the US market open. The Company will host a conference call and live webcast with the investment community at 8:00 a.m.

image for news Birkenstock Announces Fiscal Third Quarter 2025 (Ended June 30, 2025) Results Date and Conference Call

61% Response Rate Observed in Third-Line or Earlier Patients SAN CARLOS, Calif., July 14, 2025 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced that a real-world, retrospective study demonstrates the benefit of commercial Amtagvi® (lifileucel) in real-world clinical settings for patients with advanced (unresectable or metastatic) melanoma previously treated with immune checkpoint inhibitor (ICI) therapy and, if appropriate, targeted therapy.

image for news Real-World Data Demonstrate a 49% Response Rate for Commercial Amtagvi® in Patients with Advanced Melanoma

TEMPE, Ariz.--(BUSINESS WIRE)--Arizona State University (ASU), one of the largest universities in the United States, is expanding its partnership with Aramark, adding that company's expertise in other industries to the collegiate hospitality services it currently provides. This customized, comprehensive approach will deliver innovations in collegiate dining, high-end catering, sports facility concessions and club services, and vending to the 18-year relationship with the university, repeatedly.

image for news Arizona State University Expands Partnership with Aramark: Expertise Across Industries Creates Holistic Hospitality Experience

LOS ANGELES--(BUSINESS WIRE)--Camping World, Inc. and FreedomRoads Holding Company, LLC, subsidiaries of Camping World Holdings, Inc. (NYSE: CWH), won a total victory in the latest legal proceeding arising out of the unscripted television series on CNBC, The Profit. The case was brought by tiny home manufacturer and participants on The Profit, Tumbleweed Tiny Homes, and its CEO Steve Weissmann, who is personally liable to FreedomRoads for $4.1M in damages, and to Camping World, FreedomRoads, an.

image for news Yet Another Retired Judge Rejects Frivolous Claims About The Profit, and Its Lead Talent Marcus Lemonis, and Awards Camping World Subsidiary Nearly $5M in Damages and $4.5M in Attorneys' Fees and Costs

ALBANY, N.Y.--(BUSINESS WIRE)---- $SLNH #SLNH--Soluna Holdings, Inc. (“Soluna” or the “Company”) (NASDAQ: SLNH), a developer of green data centers for intensive computing applications, including Bitcoin mining and AI, today announced an open letter to shareholders from CEO John Belizaire. A longer version of the letter and updated investor presentation can be found on Soluna's Investor Relations webpage. Additionally, we will release an update to our Earnings Power Presentation in the coming weeks. Soluna's an.

image for news Soluna Holdings' CEO John Belizaire Shares Vision for Scalable Renewable Computing in 2025 Shareholder Letter