Mar Vista U.S. Quality Q2 2025 Top Contributors And Detractors — Positive
AAPL AVGO JNJ MSFT ORCL Seeking Alpha — July 11, 2025Microsoft, Broadcom, and Oracle were among the portfolio's top contributors for the quarter. Alternatively, Apple, Johnson & Johnson, and Berkshire Hathaway detracted from performance. Microsoft shares rebounded in calendar Q2 following a strong fiscal Q3 2025 (March quarter), driven by accelerating demand for AI-related Azure services.
NFLX Makes Case for "Elite 8:" Bullish Analysts Raise Volume on Outlook — Positive
NFLX Schwab Network — July 11, 2025Netflix (NFLX) gains even more momentum from analysts after JPMorgan and Needham boosted price targets on the streaming giant. J.D. Durkin points out that shares have been on a "rocket ship" over the last quarter ahead of its earnings next Thursday.
Suburban Propane Named Title Sponsor of "Track to Table" at Sonoma Raceway Benefiting Speedway Children's Charities — Neutral
SPH PRNewsWire — July 11, 2025WHIPPANY, N.J. and SONOMA, Calif.
Triple Threat: Sports.com and Lottery.com Drivers Ready to Dominate Iowa Speedway — Neutral
SEGG GlobeNewsWire — July 11, 2025Ilott, Foster, and Murray return for high-octane IndyCar and Indy NXT action as the only doubleheader weekend of the season kicks off Ilott, Foster, and Murray return for high-octane IndyCar and Indy NXT action as the only doubleheader weekend of the season kicks off
Why Lucid Stock Skidded to a 30.1% Decline in the First Half of 2025 — Negative
LCID The Motley Fool — July 11, 2025After plummeting 28.3% in 2024, Lucid (LCID -2.15%) investors were very much looking forward to ringing in 2025, hoping that the luxury electric vehicle (EV) maker would recover from the previous year's decline.
Florida AG opens probe into Robinhood. Here's the latest — Negative
HOOD CNBC Television — July 11, 2025CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss Florida's attorney general probe into Robinhood and the company's response to CNBC.
Morgan Stanley's Ben Swinburne: Here's how AI could change how we consume entertainment — Positive
CMCSA DIS NFLX PARA PARAA WBD CNBC Television — July 11, 2025Ben Swinburne, Morgan Stanley head of U.S. media research, joins CNBC's 'Squawk on the Street' to discuss which media companies are poised to benefit most from AI, how the technology will change how consumers interact with entertainment, and more.
How Far Can KDP's Energy & Hydration Bet Go in a Shifting Market? — Positive
KDP Zacks Investment Research — July 11, 2025Keurig Dr Pepper's energy drink strategy, from GHOST to Electrolit, is powering sales growth and reshaping its beverage mix in 2025.
Sysco Margins Pressured by Mix: Can Strategic Shifts Rebound? — Neutral
SYY Zacks Investment Research — July 11, 2025SYY's third-quarter margins slipped on mix shift and soft volume, but new sourcing deals and local growth may aid recovery.
MSCI Q2 Preview: More Than An Index Franchise, Initiate With Buy Rating — Positive
MSCI Seeking Alpha — July 11, 2025MSCI Inc.'s diversified business model, strong recurring revenue, and robust index/ESG growth support my double-digit organic revenue growth forecast. The Moody's partnership enhances MSCI's ESG data capabilities, strengthening its competitive position in the fast-growing sustainability analytics market. I project steady margin expansion and free cash flow growth, justifying my fair value estimate of $647 per share and a 'buy' rating.
Can Mastercard Stay Ahead in the Race Toward a Digital Wallet Future? — Neutral
MA Zacks Investment Research — July 11, 2025MA is accelerating its shift toward a cardless future with tokenization, digital wallets and tech partnerships.
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Vestis Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – VSTS — Neutral
VSTS GlobeNewsWire — July 11, 2025NEW YORK, July 11, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Vestis Corporation (NYSE: VSTS) between May 2, 2024 and May 6, 2025, both dates inclusive (the “Class Period”), of the important August 8, 2025 lead plaintiff deadline.
Levi Strauss: Fully Priced Despite Being An Apparel Retailer In A Consumer Storm — Positive
LEVI Seeking Alpha — July 11, 2025Levi Strauss & Co. delivered strong revenue and margin growth, driven by DTC expansion, e-commerce profitability, and increased appeal to women's apparel. Brand momentum remains robust, supported by fashion trends, collaborations, and successful category expansion beyond denim. Capital allocation improved with the Dockers sale, increased share buybacks, and a higher dividend, enhancing shareholder returns.
MRUS Stock Soars 30% in 3 Months After Phase II Cancer Study Success — Positive
MRUS Zacks Investment Research — July 11, 2025Merus jumps 30% in three months after its cancer combo therapy showed significant efficacy in a phase II head and neck squamous cell carcinoma study.
SMCI vs. VRT: Which Stock Has an Edge in the Liquid Cooling Space? — Positive
SMCI VRT Zacks Investment Research — July 11, 2025VRT and SMCI race to lead AI-driven liquid cooling, but diverging earnings paths may reveal the stronger play.
The NEOS S&P 500 High ETF offers an attractive 12% distribution yield and strong S&P 500 growth participation, especially for tech-focused investors. SPYI outperformed larger peers like JEPI in net asset value returns and provides greater exposure to high-growth technology stocks, including the magnificent 7. While SPYI's tech concentration presents higher risk if the sector underperforms, its option overlay strategy delivers attractive monthly income.
FINAL ELV DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Elevance Health, Inc. and Urgently Encourages Investors to Contact the Firm — Neutral
ELV GlobeNewsWire — July 11, 2025Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Elevance Health (ELV) To Contact Him Directly To Discuss Their Options
Yale's Jeffrey Sonnenfeld: Tim Cook's leadership still warranted at Apple — Positive
AAPL CNBC Television — July 11, 2025Jeffrey Sonnenfeld, Yale School of Management senior associate dean, joins CNBC's 'Squawk on the Street' to discuss whether Apple should consider replacing Apple CEO Tim Cook, Elon Musk's potential ambitions for a new political party, and more.
Chevron Reveals Plans to Build $5B Blue Hydrogen Plant in Port Arthur — Positive
CVX Zacks Investment Research — July 11, 2025CVX plans a $5 billion blue hydrogen plant in Texas, aiming to tap federal incentives and cut costs via the HyVelocity Hub.
