Concorde Career Colleges Announces Planned Relocation of Aurora Campus to Denver, Part of Ongoing Initiative to Optimize Operations and Expand Programs — Neutral
UTI PRNewsWire — July 28, 2025Denver campus scheduled to open in early 2026 and will occupy 60,000 square feet DENVER , July 28, 2025 /PRNewswire/ -- Concorde Career Colleges, the healthcare education division of Universal Technical Institute, Inc., today announced plans to relocate its Aurora campus to Denver. The campus relocation is part of Universal Technical Institute, Inc.'s ambitious, multi-year North Star strategy to close the skilled workforce gap in America.

Eagle Point Income: 12% Not Enough To Justify Risks And Likely Future Cuts — Negative
EIC EICA EICB EICC Seeking Alpha — July 28, 2025EIC's NAV has been consistently declining due to shrinking net investment income and reduced NAV premium, driven by lower credit spreads and base rates. The recent dividend cut to $0.13/share offers only marginal coverage, leaving the payout vulnerable to further headwinds. Eagle Point Income's floating-rate portfolio is highly sensitive to Fed policy, so likely rate cuts threaten both income stability and future distributions.

Oracle: Watch Out For Valuation, But This Is Now A Major Growth Stock — Positive
ORCL Seeking Alpha — July 28, 2025Oracle is experiencing a major resurgence, driven by strong investments in Oracle Cloud Infrastructure and a robust application software portfolio. Multi-year, non-cancelable deals are fueling a surge in backlog, with management expecting RPO to double in FY26—unprecedented for a large-cap tech company. Oracle's revenue growth is accelerating, with projections of 16% y/y in FY26 and further gains in FY27, justifying its growth stock status despite a richer valuation.

Rumble stock previously zoomed to $15 due to election-related developments. It's possible for Rumble stock to revisit $15 as the company increases its cryptocurrency holdings.

Tenable Named a Customers' Choice for Vulnerability Assessment by Gartner® Peer Insights™ — Neutral
TENB GlobeNewsWire — July 28, 2025COLUMBIA, Md., July 28, 2025 (GLOBE NEWSWIRE) -- Tenable® , the exposure management company, today announced that it has been recognized as a 2025 Customers' Choice in the Gartner Peer Insights™ ‘Voice of the Customer': Vulnerability Assessment . Tenable is the only vendor to receive this recognition in this year's report, reflective of scores that met or exceeded both axes; Overall Experience and User Interest and Adoption.

CRCL vs. COIN: Better Crypto Infrastucture Play? — Neutral
COIN CRCL 24/7 Wall Street — July 28, 2025The blockchain and cryptocurrency-related industries have really attracted the investment dollars of the retail crowd in recent quarters.

Bausch Health to Reduce Debt by Approximately $900 Million Using Cash On Hand — Neutral
BHC Accesswire — July 28, 2025LAVAL, QC / ACCESS Newswire / July 28, 2025 / Bausch Health Companies Inc. (NYSE: BHC)(TSX: BHC) ("Bausch Health" or the "Company") today announced that its subsidiary, Bausch Health Americas, Inc., has issued an irrevocable notice of redemption pursuant to which it will redeem approximately $602 million of aggregate principal amount of its outstanding 9.25% Senior Notes due 2026, CUSIP Nos. 91911XAV6 and U9098VAN2 (the "Notes"), using cash on hand.

CME Group (CME -0.41%), the major derivatives exchange operator known for its futures and options markets, reported financial results for the second quarter of 2025 on July 23, 2025. The company delivered record revenue of $1.7 billion, surpassing the consensus GAAP revenue estimate of $1.69 billion.

How Opendoor's meme-stock rally helped fix a listing-requirement problem, for now — Neutral
OPEN Market Watch — July 28, 2025Opendoor wants more time “to assess market conditions and the Company's stock price.”

Exxon Mobil: Q2 Earnings Could Be The Catalyst For A Value Revival — Neutral
XOM Seeking Alpha — July 28, 2025Exxon Mobil heads into Q2 2025 with cost savings and asset sales supporting resilient earnings, despite commodity price headwinds and recent top-line misses. Q1 saw a revenue miss but an EPS beat, as $12.7B in structural cost reductions and strong shareholder returns offset weaker oil and gas prices. Analysts have revised Q2 estimates downward, but management's focus on new Guyana/Brazil projects and lower break-even costs could reignite margin expansion.

HEIDMAR Corporate Presentation: A Strategic Overview of the Business Model, Commercial Strategy & Growth Focus — Neutral
HMR GlobeNewsWire — July 28, 2025NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- Capital Link is pleased to announce the addition of Heidmar (NASDAQ: HMR) to the Capital Link Company Presentation Series.

Apple Isn't Leaving China. Its Footprint Is Getting Harder to See. — Neutral
AAPL Barrons — July 28, 2025Facing sensitivities on both sides of the Pacific, Apple has reconfigured its China relationships in recent years, Isaac Stone Fish writes in a guest commentary.

Ovintiv Q2 Earnings Miss Estimates, Revenues Increase Y/Y — Negative
OVV Zacks Investment Research — July 28, 2025OVV expects total production of 600-620 MBOE/d, with oil and condensate at 205-209 Mbbls/d and NGLs at 93-96 Mbbls/d for full-year 2025.

Veracyte (VCYT) Soars 7.0%: Is Further Upside Left in the Stock? — Positive
VCYT Zacks Investment Research — July 28, 2025Veracyte (VCYT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Liberty Energy Q2 Earnings Miss, Sales Beat Estimates, Both Fall Y/Y — Neutral
LBRT Zacks Investment Research — July 28, 2025LBRT's second-quarter earnings miss estimates and fall year over year, due to increased macroeconomic uncertainty and energy sector volatility.

Landbridge offers a straightforward business model with multiple revenue streams and strategic land holdings in Texas, making it an intriguing portfolio addition. My valuation analysis, using DCF, APV, and peer multiples, yields a price target of $74.27—about 42% above the current share price. Key catalysts include potential acquisitions and new land uses, such as data centers, which could drive further growth.

SoFi Technologies (NASDAQ:SOFI) is scheduled to announce its earnings on Tuesday, July 29, 2025. Historically, SOFI stock has performed well the day after earnings reports, showing a positive one-day return in 69% of instances.

U-Haul Brings 60 Jobs to San Bernardino with New Repair Shop — Neutral
UHAL Business Wire — July 28, 2025SAN BERNARDINO, Calif.--(BUSINESS WIRE)-- #60jobs--U-Haul® opened its newest repair shop today at 1235 E. Baseline St., a sprawling one-story facility that will create 60 jobs in San Bernardino. San Bernardino Repair is on a 4.5-acre lot and is strategically located to better service the Company's rental fleet of do-it-yourself moving equipment across San Bernardino and Riverside Counties. “We are excited about this location,” said Thomas Mitchell, U-Haul Company of San Bernardino president. “This new sp.

SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced that Calix management will participate in the upcoming investor events: Event: Rosenblatt Age of AI Conference (virtual) Date: August 18, 2025 Presentation Time: 4:00 p.m. ET Participant: Carl Russo, Chairman & Cory Sindelar, CFO Event: Jefferies Semi, IT Hardware & Communications Technology Conference Date: August 26, 2025 Location: Chicago, IL Participants: Carl Russo, Chairman Event: Deutsche Bank's 2025 Tech.

The Schwab US Dividend Equity ETF (SCHD) has remained in a tight range this month. SCHD was trading at $27 on Monday, a range it has maintained over the past few weeks, and over 15% above its lowest point this year.
