Intel's Turnaround Gains Credibility With Strong Q2 Report — Neutral
INTC MarketBeat — July 25, 2025The moments after an earnings release often tell a story, and for Intel Corporation NASDAQ: INTC on Thursday after the market closed, that story was one of volatile validation. Following the release of its second-quarter results, Intel's stock price initially surged from its closing price near $22.60 to around $24.22 and then began violently moving between those two numbers.

Dell offers a GARP opportunity: strong AI server growth is leading to an acceleration in the company's CAGR, while the rest of the business remains reasonably stable. AI servers are now Dell's key growth engine, with bookings and backlog surging, yet management's guidance remains highly conservative, creating upside potential. Legacy businesses (PCs, storage, networking) are stable but not exciting; attach rate improvements could provide additional upside, but are not central to the thesis.

Tesla stock rises ahead of weekend Robotaxi launch in San Francisco — Neutral
TSLA Finbold — July 25, 2025Tesla (NASDAQ: TSLA) is getting ready for its robotaxi rollout in San Francisco this weekend, as Chief Executive Officer (CEO) Elon Musk shifts his focus toward self-driving technology amid slowing sales.

16 Ideal 'Safer' Dividend Dogs To Buy From 70 July Graham Value All-Stars (GVAS) — Positive
ARCC BCC BCS BNS BXSL CALM COLB DHT EPD ET FLNG FSK HP ING MO MPLX NOAH NWBI PFE RMR SU TFC TRMD TTE UPS Seeking Alpha — July 25, 2025Graham All Star Value (GASV) strategy identifies top dividend 'dogs' offering high yield and fair pricing, using YCharts' large cap value and Ben Graham screens. Analyst projections suggest the top ten GASV stocks could deliver average net gains of 27.55% by July 2026, with moderate risk. Sixteen of the twenty-one lowest-priced, 'safer' GASV dividend stocks are currently buyable, with dividends exceeding share price for ideal picks.

Johnson Fistel Begins Investigation on Behalf of RXO, Inc. (RXO) Shareholders Who Have Incurred Losses — Neutral
RXO GlobeNewsWire — July 25, 2025SAN DIEGO, July 25, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP, is investigating whether RXO, Inc. (NYSE: RXO) or certain of its officers and directors violated federal securities laws by misrepresenting or failing to timely disclose material information to investors.

Flex Q1 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Down — Positive
FLEX Zacks Investment Research — July 25, 2025FLEX beats Q1 forecasts and lifts FY26 outlook, but shares fall 7.7% despite robust data center and power gains.

American Airlines CEO Robert Isom on Thursday countered recent negative comments by United's CEO, saying, “We don't run our airline based on other airlines' perception of our business”

Target Ends Price Match Policy, Handing Amazon, Walmart The Pricing Advantage — Negative
TGT Forbes — July 25, 2025Target is pulling the plug on its decade-old price match guarantee, originally touted as a cornerstone of its value promise. When introduced in 2013, then-CEO Gregg Steinhafel said it would give shoppers confidence that they could “shop at Target every day for the best value in retail.

Wedbush calls Microsoft Corp (NASDAQ:MSFT) the “Scottie Scheffler of software”: steady, world-class, and at the top of its game. The investment bank expects more good news when the Silicon Valley updates investors next week, driven by the company's front-runner status in artificial intelligence (AI).

Stock Market Live July 25: S&P 500 (VOO) Prepares to Set a New Weekly High Today — Positive
VOO 24/7 Wall Street — July 25, 2025Trade deals helped push the S&P 500 to record highs earlier in the week, and Friday could push the market even higher.

Is a Beat in the Cards for Everest Group This Earnings Season? — Positive
EG Zacks Investment Research — July 25, 2025EG's Q2 results are likely to reflect higher earned premiums and higher income from fixed maturity investments, offset by higher expenses.

Primoris Services Corporation (PRIM) Hits Fresh High: Is There Still Room to Run? — Positive
PRIM Zacks Investment Research — July 25, 2025Primoris Services (PRIM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Ponce Financial (PDLB) Q2 Earnings and Revenues Surpass Estimates — Positive
PDLB Zacks Investment Research — July 25, 2025Ponce Financial (PDLB) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.14 per share a year ago.

Veeva Systems Inc. (VEEV) Hits Fresh High: Is There Still Room to Run? — Positive
VEEV Zacks Investment Research — July 25, 2025Veeva (VEEV) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Lam Research (LRCX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates — Positive
LRCX Zacks Investment Research — July 25, 2025Besides Wall Street's top-and-bottom-line estimates for Lam Research (LRCX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

Exploring Analyst Estimates for Altria (MO) Q2 Earnings, Beyond Revenue and EPS — Neutral
MO Zacks Investment Research — July 25, 2025Evaluate the expected performance of Altria (MO) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

International Markets and Interpublic (IPG): A Deep Dive for Investors — Neutral
IPG Zacks Investment Research — July 25, 2025Explore Interpublic's (IPG) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

What Analyst Projections for Key Metrics Reveal About Equinix (EQIX) Q2 Earnings — Neutral
EQIX Zacks Investment Research — July 25, 2025Get a deeper insight into the potential performance of Equinix (EQIX) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Countdown to Microsoft (MSFT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS — Positive
MSFT Zacks Investment Research — July 25, 2025Beyond analysts' top-and-bottom-line estimates for Microsoft (MSFT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

TriNet Group (TNET) Q2 Earnings and Revenues Surpass Estimates — Positive
TNET Zacks Investment Research — July 25, 2025TriNet Group (TNET) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $1.53 per share a year ago.
