Cisco's Margins Riding on Supply Chain: Will the Expansion Continue? — Positive
CSCO Zacks Investment Research — July 04, 2025Cisco Systems CSCO has been benefiting from a flexible and diversified supply chain that is driving gross margin expansion. This improvement, along with productivity improvements and disciplined cost management, bodes well for operating margin expansion.

Transaction in Own Shares 4 July, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 4 July, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 04/07/2025 535,994 £26.3150 £26.1150 £26.2348 LSE GBP 04/07/2025 190,138 £26.3150 £26.1150 £26.2230 Chi-X (CXE) GBP 04/07/2025 103,868 £26.3150 £26.1200 £26.2359 BATS (BXE) GBP 04/07/2025 510,434 €30.6650 €30.4700 …

Prudential: Stability, Value, And Cash Flow In One Package — Positive
PRU Seeking Alpha — July 04, 2025Prudential trades at P/E FWD under 8x and P/B near 1x, offering attractive long-term value through stable core businesses and a well-balanced, capital-efficient financial model. The stock yields a consistent 5.6%, supported by strong cash flow, disciplined capital return policy, and management's commitment to shareholder payouts through both dividends and share repurchases. Core U.S. businesses—particularly group insurance and individual retirement—posted strong performance in Q1 2025, while PGIM delivered net inflows despite market-driven fee pressure and lower performance revenue.

BP's Market Gains Outpace Its Industry: What it Means for Investors — Positive
BP Zacks Investment Research — July 04, 2025BP's 13.8% stock gain, 6.14% dividend yield and robust free cash flow outlook set it apart from energy sector peers.

Shaun Rein, a senior China Market Research analyst, didn't mince words about Starbucks Corp's (NASDAQ: SBUX) faltering performance in China as he spoke with CNBC on Friday.

Northern Dynasty Minerals shares surge on EPA settlement talks — Positive
NAK Proactive Investors — July 04, 2025Northern Dynasty Minerals (TSE:NDM) shares surged almost 20% after the Vancouver-based exploration and development company announced that it is exploring a potential settlement with the US Environmental Protection Agency (EPA) regarding its Pebble project in Alaska. Northern Dynasty and its subsidiary Pebble Limited Partnership are currently in talks with the EPA to explore a potential settlement that could lead to the withdrawal of a previous veto blocking the project.

EXR Rallies 15% in 3 Months: Time to Buy, Hold or Sell the Stock? — Positive
EXR Zacks Investment Research — July 04, 2025Extra Space Storage Inc. EXR, the largest self-storage REIT in the United States, has seen its share price climb 15.5% over the past three months, outperforming its industry's rise of 10.3%. Its peers like Public Storage PSA have gained 7.5%, while National Storage Affiliates Trust NSA has declined 2.9% over the same time frame.

With the S&P 500 and the Nasdaq-100 indexes now sitting at new all-time highs relatively undisturbed, it makes sense to see some of the best companies in the United States economy start to go on a sort of “meltdown” mode for the coming months and quarters. This is exactly where the best opportunity will be for those investors who know what they are looking for.

USANA Health Sciences: Premium Formulation, Discounted Valuation — Positive
USNA Seeking Alpha — July 04, 2025USANA Health Sciences' pivot from MLM to omnichannel, highlighted by the Hiya Health acquisition, marks a strategic inflection point for renewed growth and relevance. The company's scientific credibility, strong balance sheet, and global reach position it well, despite recent revenue declines and heavy China exposure. Valuation is attractive at 12× forward earnings and 5× EBITDA, with catalysts including Hiya's growth, margin expansion, and potential buybacks.

Nvidia's $4T Countdown: Will Next Week's Chart Print A Trillion-Dollar Breakout? — Positive
NVDA Benzinga — July 04, 2025As Americans set off fireworks for the Fourth, Nvidia Corp NVDA CEO Jensen Huang might need a bigger sparkler. The stock just closed at $159.34 on Thursday, less than 3% shy of the historic $4 trillion market cap milestone.

GitLab's DevSecOps Growth Momentum Continues: A Sign for More Upside? — Positive
GTLB Zacks Investment Research — July 04, 2025GTLB benefits from DevSecOps momentum as new platform features and enterprise adoption fuel ongoing growth.

FreightCar America: Strong Demand For Railcars Plus Margin Gains — Positive
RAIL Seeking Alpha — July 04, 2025FreightCar America has relocated production to a lower-cost region, significantly improving its cost structure. This flexible vertically integrated plant is expected to drive substantial margin expansion and help drive robust EBITDA growth. The current stock price does not reflect these improvements, suggesting the shares are undervalued.

GM Beats Tesla in EV Growth, Reports 7% Jump in Overall Q2 Deliveries — Positive
GM Zacks Investment Research — July 04, 2025GM sales jump 7.3% in Q2, fueled by more than 100% EV sales growth and strong demand for new models across gas and electric segments.

Upstart's strong Q1 results, with 67% YoY revenue growth and segment-wide strength, signal robust business momentum and healthy financials. AI-driven automation is fueling efficiency and loan growth, with 75% of loans approved automatically and significant cost savings realized. 2025 guidance projects 59% revenue growth and a leap in adjusted EBITDA margin, underscoring a bright long-term outlook despite a high P/S ratio.

ROSEN, SKILLED INVESTOR COUNSEL, Encourages Rocket Pharmaceuticals, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – RCKT — Neutral
RCKT GlobeNewsWire — July 04, 2025NEW YORK, July 04, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT) between February 27, 2025 and May 26, 2025, both dates inclusive (the “Class Period”), of the important August 11, 2025 lead plaintiff deadline.

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve? — Positive
IBM Zacks Investment Research — July 04, 2025Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

T Optimizes Portfolio With Strategic Divestiture: Will it Fuel Growth? — Neutral
T Zacks Investment Research — July 04, 2025AT&T sheds its remaining 70% stake in DIRECTV to refocus on 5G and fiber growth amid rising streaming competition.

Navitas' GaN Power ICs Gaining Traction: What's Fueling It? — Positive
NVTS Zacks Investment Research — July 04, 2025NVTS expands its GaN footprint with major mobile, EV and solar wins as 2024 revenues jump over 50% year over year.

AGNC Investment Corp.: Mirror, Mirror On The Wall, Who's The Biggest Seller Of All? — Neutral
AGNC Seeking Alpha — July 04, 2025AGNC stock has a simple thesis. We go over it in three parts. We also remind investors how to make good money in this company.

Microsoft: Cloud Pointing To Market Cap Convergence With Alphabet — Negative
GOOG GOOGL MSFT Seeking Alpha — July 04, 2025Google Cloud is growing faster than Microsoft Cloud, maintaining a 28% CAGR versus Microsoft's slowing 22% growth. Google's legacy advertising business is nearly twice the size of Microsoft's legacy segment and is growing at the same 10% rate. The market undervalues Google's future potential, especially as its cloud and subscription revenues accelerate and rival Microsoft's scale.
