Broadcom Rides on Strong AI Demand: What's the Path Ahead? — Positive
AVGO Zacks Investment Research — July 11, 2025AVGO rides a 46% jump in AI revenues and robust hyperscaler demand to fuel a record 10th straight quarter of AI growth.
Trump's Purge of Foreign Workers Arrives at Amazon's Warehouses — Negative
AMZN NYTimes — July 11, 2025The tech giant has quietly shed warehouse employees whose work authorizations were revoked after the Trump administration ended a Biden-era immigration program.
Fluor's Stock Soars 55% in 3 Months: Should You Buy the Surge or Wait? — Positive
FLR Zacks Investment Research — July 11, 2025Fluor Corporation's FLR share price performance has soared in the past three months by 54.8%, significantly outperforming the Zacks Engineering - R and D Services industry, the broader Zacks Construction sector and the S&P 500 index. The detailed share price performance can be studied from the chart below.
MRNA Stock Up on Full FDA Nod for COVID-19 Jab in Pediatric Patients — Positive
MRNA Zacks Investment Research — July 11, 2025Moderna stock jumps 4.5% as the FDA grants full approval for its COVID-19 vaccine in high-risk individuals aged six months to 11 years.
Archer Aviation Proceeds in Midnight Launch: What Should Investors Do? — Positive
ACHR Zacks Investment Research — July 11, 2025Archer Aviation Inc. ( ACHR ) is moving closer to making electric air taxis a reality. Its main aircraft, Midnight, is making notable progress as the company prepares for its commercial launch soon.
Southwest (LUV) Surges 8.1%: Is This an Indication of Further Gains? — Positive
LUV Zacks Investment Research — July 11, 2025Southwest (LUV) 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.
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.
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
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.
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.
