Volaris Reports Decrease in Consolidated Load Factor for June — Negative
VLRS Zacks Investment Research — July 09, 2025VLRS sees June traffic dip 1.4% despite a 0.6% capacity rise, pushing its load factor down to 83.9% from 85.6% last year.

Wix, Monotype to Expand Font Library & Empower Creators Globally — Positive
WIX Zacks Investment Research — July 09, 2025Wix teams up with Monotype to expand its font library, fueling creative freedom, as it bets on AI, Studio and global commerce growth.

Verona Pharma Stock Jumps 20% on $10B Buyout Offer From Merck — Positive
VRNA Zacks Investment Research — July 09, 2025VRNA jumps 20% after Merck unveils buyout to add COPD drug Ohtuvayre and reduce its reliance on Keytruda.

GSK's Specialty Medicines Unit on a Strong Footing: Here's Why — Positive
GSK Zacks Investment Research — July 09, 2025GSK is witnessing increased sales growth of its Specialty Medicines unit, a trend expected to continue through the rest of 2025.

Will Recent Label Expansions of Opdivo Help BMY Gain Momentum? — Neutral
BMY Zacks Investment Research — July 09, 2025BMY leans on Opdivo's solid growth and new approvals as generics pressure its other top drugs and shares remain under pressure.

Environmental, social, and governance (ESG) hasn't lost traction after exploding in popularity after the 2020 pandemic. Corporations are playing a bigger role in the issuance of ESG or “green” bonds, paving the way for opportunities in funds like the Vanguard ESG U.S. Corporate Bond ETF (VCEB).

Tired of Trading Large-Caps? Downsize With These ETFs — Neutral
IWM MIDU TNA ETF Trends — July 09, 2025Much credit goes to large-caps for pulling the broad market out of April's sell-off abyss. But traders looking for other plays this summer may want to consider downsizing with small- and midcap plays.

Credo Technology Surges 144% in 3 Months: Is the Stock Still a Buy? — Positive
CRDO Zacks Investment Research — July 09, 2025CRDO jumps 144% in three months as AI momentum, strong product demand and upbeat outlook fuel investor confidence.

JNJ vs. Pfizer: Which Pharma Giant is the Better Investment Now? — Positive
JNJ PFE Zacks Investment Research — July 09, 2025JNJ's growth outlook, rising estimates, and strength in Innovative Medicine give it an edge over Pfizer in 2025.

Crown Castle Stock Gains 13% Year to Date: Will the Trend Last? — Positive
CCI Zacks Investment Research — July 09, 2025CCI's tower growth, strong tenant leases and solid balance sheet drive a 13% stock surge YTD.

UPS vs. FDX: Which Parcel Delivery Company Has an Edge Now? — Positive
FDX UPS Zacks Investment Research — July 09, 2025FDX edges past UPS on valuation, cost-cutting gains, and financial strength as both firms battle weak parcel demand.

Alta Equipment (ALTG) Stock Jumps 16.1%: Will It Continue to Soar? — Positive
ALTG Zacks Investment Research — July 09, 2025Alta Equipment (ALTG) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Fastenal (FAST) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates — Positive
FAST Zacks Investment Research — July 09, 2025Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Fastenal (FAST), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.

Ahead of FB Financial (FBK) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics — Neutral
FBK Zacks Investment Research — July 09, 2025Get a deeper insight into the potential performance of FB Financial (FBK) 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.

Nearly 35,000%. That's how much Nvidia's share price has risen over the last decade, trouncing the S&P 500's roughly 260% advance, including reinvested dividends.

Hovnanian Enterprises remains a 'strong buy' due to its compelling valuation and management's effective leverage reduction, despite recent operational headwinds. The company faces near-term challenges: declining home prices, lower net income, and rising costs, but these are industry-wide and cyclical. Management's asset-light strategy—controlling more lots via options—positions Hovnanian for future growth while keeping debt manageable.

Lesaka Technologies: Why This Fintech's Latest Acquisition Could Prove Transformative — Negative
LSAK Seeking Alpha — July 09, 2025Late last month, Lesaka Technologies announced plans to acquire Bank Zero Mutual Bank. The South Africa-based fintech has just divested its last main non-core asset, paving the way for a further acceleration of its transformation. The Bank Zero deal stands to be even more transformative for LSAK, as the transaction could enable the company to materially reduce its borrowing costs.

Salesforce's Data Cloud ARR Soars 120%: Is It the Next Sales Lever? — Positive
CRM Zacks Investment Research — July 09, 2025CRM's Data Cloud tops $1B in ARR with 120% YoY growth, powering AI tools and driving major deals across its platform.

I Sold TSMC To Lock In AI Gains, Now I'm Rotating Into Healthcare (Downgrade) — Positive
TSM Seeking Alpha — July 09, 2025I sold my TSMC stock for a weighted 32.4% gain over the past three months. I've redeployed profits predominantly into healthcare, but also into higher-alpha tech. TSMC has a remarkable macro growth backdrop, but the stock is way too expensive right now to buy. I'm expecting a 10-15% return for TSMC stock over the next 12 months, that's why I encourage my readers to look elsewhere for higher-alpha opportunities.

Delek Logistics Partners: Operational And Financial Position In Line With Its Valuation — Positive
DKL Seeking Alpha — July 09, 2025Delek's heavy reliance on the Permian Basin can cause some challenges in the long run. Its increasing exposure to third-party clients coupled with its fee-based business model allows it to diversify and stabilize revenues. Its fundamentals stay decent, justifying its valuation and ensuring sustainability of cash distributions.
