ZS Expands Into MDR With Red Canary: Is it the Next Growth Pillar? — Positive
ZS Zacks Investment Research — July 09, 2025Zscaler eyes MDR growth with Red Canary deal, aiming to build an AI-powered SOC and strengthen its SecOps portfolio.

3 Momentum Anomaly Picks as Markets Wobble on Fresh Tariff Salvo — Positive
KGS RGLD URBN Zacks Investment Research — July 09, 2025URBN, RGLD and KGS are currently witnessing a short-term pullback in price. So, make sure you take full advantage of it.

Despite recent inflows into FXE and euro strength, I believe U.S. equities and bonds remain the superior long-term allocation for global investors. The underlying narrative is bearish on the dollar, but in my view, it's not a trend justified from an intermarket perspective. That's why I believe the signs of overextension could trigger a contrarian market reaction.

Energy Transfer LP remains a strong buy due to its attractive 7.4% distribution yield, offering portfolio stability amid market uncertainty. Despite underperforming mega-cap tech stocks, ET delivered a solid 14% total return since my last update, reinforcing its defensive qualities. I plan to continue accumulating ET shares, as its risk/reward profile and income potential are compelling in today's volatile environment.

Lam Research Expands in India: A Strategic Hedge Against Trade Risks? — Neutral
LRCX Zacks Investment Research — July 09, 2025LRCX's $1.2 billion India investment expands its global footprint, offering a hedge against trade risks and supply disruptions.

Nvidia-backed Perplexity launches AI-powered browser to take on Google Chrome — Positive
GOOG GOOGL NVDA Reuters — July 09, 2025Nvidia-backed Perplexity AI said on Wednesday it has launched Comet, a new web browser with AI-powered search capabilities, as the startup looks to challenge the dominance of market leader Alphabet's Google Chrome.

Trump threatens 50% tariffs on copper, 200% on pharmaceuticals — Neutral
CPER IBB JJC XBI The Street — July 09, 2025However, the President did not disclose when the tariffs would take effect.

Nvidia briefly becomes the first $4 trillion company. How it beat Microsoft and Apple to the crown. — Positive
AAPL MSFT NVDA Market Watch — July 09, 2025The chip maker's stock touched an intraday level needed to achieve a $4 trillion market cap, but has since pulled back slightly.

Nu Holdings: The Fintech Stock With Strong Long-Term Growth Potential — Positive
NU Seeking Alpha — July 09, 2025Nu Holdings is a leading digital bank in Latin America, targeting underserved markets with a user-friendly app and holistic financial services. The company shows strong customer growth, rising average revenue per user, high margins, and efficient cost structure, supporting robust long-term expansion. Despite appearing overvalued on traditional metrics, NU's high growth rates and improving profitability suggest the current share price underestimates its future potential.

Can IBM Power11 Server Redefine Business Application Processes? — Positive
IBM Zacks Investment Research — July 09, 2025IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.

Tetra Tech Wins $248M Architect Engineering Contract From USACE — Positive
TTEK Zacks Investment Research — July 09, 2025TTEK clinches a $248M USACE contract to provide A-E design services for military bases across eight European countries.

What's Behind the Rebound in Tesla China's Deliveries in June? — Positive
TSLA Zacks Investment Research — July 09, 2025TSLA's June deliveries in China jump 59.3% from May as exports fall and Model Y demand surges.

Can Centrus Energy Scale Fast Enough to Meet Surging HALEU Demand? — Positive
LEU Zacks Investment Research — July 09, 2025LEU completes Phase II HALEU delivery to DOE, secures contract extension and eyes major growth in U.S. uranium market.

Flickinger: TGT "Unsustainable" By Itself, Merger to Drive "Rudderless Retail" — Negative
TGT Schwab Network — July 09, 2025Burt Flickinger argues that Target (TGT) remains attractive because it's "so undervalued" but says he still wouldn't buy the stock. He points to the company's management team as a key issue, along with Target's distribution system.

Allegion Boosts Access Solutions Portfolio With Waitwhile Acquisition — Positive
ALLE Zacks Investment Research — July 09, 2025ALLE expands digital access with Waitwhile buyout, adding cloud-based queue and scheduling technology to its portfolio.

How to Trade the Ups and Downs of the S&P 500 With ETFs — Neutral
SPY Zacks Investment Research — July 09, 2025With record highs and rising volatility, leveraged and inverse ETFs like SPXL and SPXU offer bold plays on the S&P 500's next move.

Best Momentum Stock to Buy for July 9th — Positive
ATEYY OPBK QFIN Zacks Investment Research — July 09, 2025QFIN, ATEYY and OPBK made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 9, 2025.

Goldman Sachs (GS) Reports Next Week: Wall Street Expects Earnings Growth — Positive
GS Zacks Investment Research — July 09, 2025Goldman (GS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Morgan Stanley (MS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release — Neutral
MS Zacks Investment Research — July 09, 2025Morgan Stanley (MS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
