Why Yum (YUM) is Poised to Beat Earnings Estimates Again — Positive

YUM   Zacks Investment Research — July 29, 2025

Yum (YUM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Yum (YUM) is Poised to Beat Earnings Estimates Again

Will BILL Holdings (BILL) Beat Estimates Again in Its Next Earnings Report? — Positive

BILL   Zacks Investment Research — July 29, 2025

BILL Holdings (BILL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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Qualcomm Stock's Pre-Earnings Technical Setup — Neutral

QCOM   Schaeffers Research — July 29, 2025

Semiconductor name Qualcomm Inc (NASDAQ:QCOM) will announce fiscal third-quarter earnings results after the close tomorrow, July 30.

image for news Qualcomm Stock's Pre-Earnings Technical Setup

Occidental Petroleum offers superior margins and a compelling valuation versus US peers, making it a standout value among large American oil companies. OXY's focus on debt reduction, operational efficiency, and future CAPEX reductions positions it for stronger free cash flow and potential dividend growth. Risks include oil price volatility, macroeconomic uncertainty, and trade/other tensions, but OXY's break-even and Buffett's stake provide a margin of safety.

image for news Occidental Petroleum: There's Big Value In One Of The Best Oil Stocks In The U.S.

Program returns following demand from employers and students, stressing Automation through robotic integration and programming concepts for 21st century manufacturing careers. Program returns following demand from employers and students, stressing Automation through robotic integration and programming concepts for 21st century manufacturing careers.

image for news Lincoln Tech Brings Advanced Manufacturing Training Back to Mahwah, NJ Campus

Google won't say if UK secretly demanded a backdoor for user data — Negative

GOOG  GOOGL   TechCrunch — July 29, 2025

The U.K. government is reportedly backing down from its earlier demand that Apple builds a secret backdoor allowing its authorities access to customer data worldwide, following a harsh rebuke from the U.S. government.

image for news Google won't say if UK secretly demanded a backdoor for user data

UnitedHealth Group Incorporated's Q2 results show revenue growth but sharply lower earnings, with margins under pressure from higher medical costs and Medicare Advantage miscalculations. Management reinstated 2025 guidance but cut EPS forecasts in half, warning that recovery will be slow and margins will remain compressed for several years. Both UnitedHealthcare and Optum face significant headwinds, including regulatory risk, rising costs, and underperformance in value-based care and PBM businesses.

image for news UnitedHealth Q2 Earnings Review: Still On The Canvas, While America Watches On

DTE Energy's Q2 Earnings Miss Estimates, Decline Year Over Year — Negative

DTE   Zacks Investment Research — July 29, 2025

DTE misses Q2 earnings estimates as EPS declines year over year despite gains in electric and non-utility segments.

image for news DTE Energy's Q2 Earnings Miss Estimates, Decline Year Over Year

Ocean Power FY25 Loss Narrows Y/Y, Backlog Hits Record High — Positive

OPTT   Zacks Investment Research — July 29, 2025

OPTT posts record backlog and trims losses in fiscal 2025, signaling momentum despite revenue shortfall and macroeconomic headwinds.

image for news Ocean Power FY25 Loss Narrows Y/Y, Backlog Hits Record High

Beyond, Inc. (BYON) Q2 2025 Earnings Call Transcript — Neutral

BYON   Seeking Alpha — July 29, 2025

Beyond, Inc. (NYSE:BYON ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Executives Adrianne B. Lee - President & CFO Alexander Thomas - Chief Operating Officer Marcus A.

image for news Beyond, Inc. (BYON) Q2 2025 Earnings Call Transcript

The Union Pacific/Norfolk Southern merger could create the first modern true transcontinental railroad, unlocking massive efficiencies and strengthening U.S. supply chains. I see $2.75 billion in annual synergies, robust free cash flow growth, and significant shareholder return potential from this deal. Even if regulators block the merger, both companies remain strong standalone investments with double-digit EPS growth potential.

image for news Union Pacific And Norfolk Southern: This Could Be A 'Once In A Lifetime' Opportunity

LNG Shipping Stocks: Japan Leads Charge As UPI Nears Resistance — Positive

BP  CCEC   Seeking Alpha — July 29, 2025

The UP World LNG Shipping Index surged 2.98%, outpacing the S&P 500, driven by higher volume and a return above key support. Japanese shipping companies led gains, with "K" Line, MOL, and NYK Line all approaching or testing resistance levels, signaling sector strength. Technical indicators, including moving averages and Bollinger Bands, point to further growth, supported by the EU-US LNG sales agreement.

image for news LNG Shipping Stocks: Japan Leads Charge As UPI Nears Resistance

Tapestry shares dip after BofA downgrades stock on valuation concerns — Negative

TPR   Proactive Investors — July 29, 2025

Coach parent Tapestry Inc (NYSE:TPR) has been downgraded by Bank of America to ‘Neutral,' with the bank citing limited upside following a 66% surge in the stock so far this year. While analysts at BofA maintained confidence in the growth momentum at the company's flagship Coach brand, they said the recent rally has pushed shares near fair value.

image for news Tapestry shares dip after BofA downgrades stock on valuation concerns

GitLab: A Great Dip To Buy — Positive

GTLB   Seeking Alpha — July 29, 2025

I'm focused on value plays like GitLab, which offers strong fundamentals and an attractive valuation after a recent decline. Despite a modest FY26 outlook, GitLab continues to deliver 20%+ growth and benefits from AI-driven demand tailwinds. GitLab trades at a significant discount to peers, making it a rare high-growth stock with a reasonable valuation in today's market.

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GameStop vs. Best Buy: Which Retail Stock Has Better Upside? — Positive

BBY  GME   Zacks Investment Research — July 29, 2025

GME's turnaround gains traction with collectibles growth and margin lifts, outshining BBY's cautious outlook.

image for news GameStop vs. Best Buy: Which Retail Stock Has Better Upside?

1st Source (SRCE) Upgraded to Strong Buy: Here's What You Should Know — Positive

SRCE   Zacks Investment Research — July 29, 2025

1st Source (SRCE) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

image for news 1st Source (SRCE) Upgraded to Strong Buy: Here's What You Should Know

Are You Looking for a Top Momentum Pick? Why McEwen (MUX) is a Great Choice — Positive

MUX   Zacks Investment Research — July 29, 2025

Does McEwen (MUX) have what it takes to be a top stock pick for momentum investors? Let's find out.

image for news Are You Looking for a Top Momentum Pick? Why McEwen (MUX) is a Great Choice

Celestica (CLS) Upgraded to Strong Buy: Here's What You Should Know — Positive

CLS   Zacks Investment Research — July 29, 2025

Celestica (CLS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

image for news Celestica (CLS) Upgraded to Strong Buy: Here's What You Should Know

What Makes JBT Marel (JBTM) a Strong Momentum Stock: Buy Now? — Positive

JBTM   Zacks Investment Research — July 29, 2025

Does JBT Marel (JBTM) have what it takes to be a top stock pick for momentum investors? Let's find out.

image for news What Makes JBT Marel (JBTM) a Strong Momentum Stock: Buy Now?

Nu (NU) Upgraded to Buy: Here's Why — Positive

NU   Zacks Investment Research — July 29, 2025

Nu (NU) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

image for news Nu (NU) Upgraded to Buy: Here's Why