Why Yum (YUM) is Poised to Beat Earnings Estimates Again — Positive
YUM Zacks Investment Research — July 29, 2025Yum (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.

Will BILL Holdings (BILL) Beat Estimates Again in Its Next Earnings Report? — Positive
BILL Zacks Investment Research — July 29, 2025BILL 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.

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

Occidental Petroleum: There's Big Value In One Of The Best Oil Stocks In The U.S. — Positive
OXY Seeking Alpha — July 29, 2025Occidental 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.

Lincoln Tech Brings Advanced Manufacturing Training Back to Mahwah, NJ Campus — Neutral
LINC GlobeNewsWire — July 29, 2025Program 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.

Google won't say if UK secretly demanded a backdoor for user data — Negative
GOOG GOOGL TechCrunch — July 29, 2025The 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.

UnitedHealth Q2 Earnings Review: Still On The Canvas, While America Watches On — Negative
UNH Seeking Alpha — July 29, 2025UnitedHealth 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.

DTE Energy's Q2 Earnings Miss Estimates, Decline Year Over Year — Negative
DTE Zacks Investment Research — July 29, 2025DTE misses Q2 earnings estimates as EPS declines year over year despite gains in electric and non-utility segments.

Ocean Power FY25 Loss Narrows Y/Y, Backlog Hits Record High — Positive
OPTT Zacks Investment Research — July 29, 2025OPTT posts record backlog and trims losses in fiscal 2025, signaling momentum despite revenue shortfall and macroeconomic headwinds.

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.

Union Pacific And Norfolk Southern: This Could Be A 'Once In A Lifetime' Opportunity — Positive
NSC UNP Seeking Alpha — July 29, 2025The 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.

LNG Shipping Stocks: Japan Leads Charge As UPI Nears Resistance — Positive
BP CCEC Seeking Alpha — July 29, 2025The 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.

Tapestry shares dip after BofA downgrades stock on valuation concerns — Negative
TPR Proactive Investors — July 29, 2025Coach 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.

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.

GameStop vs. Best Buy: Which Retail Stock Has Better Upside? — Positive
BBY GME Zacks Investment Research — July 29, 2025GME's turnaround gains traction with collectibles growth and margin lifts, outshining BBY's cautious outlook.

1st Source (SRCE) Upgraded to Strong Buy: Here's What You Should Know — Positive
SRCE Zacks Investment Research — July 29, 20251st 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.

Are You Looking for a Top Momentum Pick? Why McEwen (MUX) is a Great Choice — Positive
MUX Zacks Investment Research — July 29, 2025Does McEwen (MUX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Celestica (CLS) Upgraded to Strong Buy: Here's What You Should Know — Positive
CLS Zacks Investment Research — July 29, 2025Celestica (CLS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

What Makes JBT Marel (JBTM) a Strong Momentum Stock: Buy Now? — Positive
JBTM Zacks Investment Research — July 29, 2025Does JBT Marel (JBTM) have what it takes to be a top stock pick for momentum investors? Let's find out.

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