TKO Group's UFC-WWE combo drives robust financials, with double-digit EPS growth, high free cash flow conversion, and expanding margins fueling long-term upside. Despite a premium valuation, my fair value model shows TKO trades at a discount, supported by conservative growth assumptions and strong operational execution. Risks include integration challenges, media rights negotiations, macro headwinds, and live event unpredictability, but TKO's resilient model mitigates these concerns.

The iShares TIPS Bond ETF is set to face an interesting period amid a recalibration in real and nominal yields. The ETF, which has an expense ratio of 0.18% and a 30-day SEC yield of 5.14%, invests in inflation-linked treasuries. We anticipate real yields to settle lower in the next six months. However, we think inflation and breakevens will fall in tandem, softening TIP ETF's return outlook.

MKL Stock Trading at a Discount to Industry at 1.53X: Time to Hold? — Positive
MKL Zacks Investment Research — July 11, 2025Markel Group is set to grow on rate increases, strategic buyouts, new business volume, solid capital position and prudent capital deployment.

UnitedHealth vs. Cigna: Which Insurer to Buy Amid Sector Turmoil? — Neutral
CI UNH Zacks Investment Research — July 11, 2025CI's commercial focus and clearer outlook set it apart as UNH faces guidance pulls, CEO change and rising medical costs.

Another Ford Recall: Fuel Pump Defect Affects 850,000 Vehicles — Negative
F Zacks Investment Research — July 11, 2025Ford recalls over 850K vehicles in its 89th action this year, citing fuel pump issues that may cause engine stalls.

Which Brokerage Stock Will Lead Tomorrow: Robinhood or Schwab? — Neutral
HOOD SCHW Zacks Investment Research — July 11, 2025HOOD's crypto push and rapid growth clash with SCHW's scale and stability? Let's find out which brokerage stock may lead the next wave of finance.

IOVA Deadline: Rosen Law Firm Urges Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) Stockholders with Losses in Excess of $100K to Contact the Firm for Information About Their Rights — Neutral
IOVA Business Wire — July 11, 2025NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, reminds investors that a shareholder filed a class action on behalf of purchasers of Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) securities between May 9, 2024 and May 8, 2025. Iovance is a commercial stage biopharmaceutical company. For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653. The Allegations: Rosen Law Firm is Investigating the Allegations that Iovance Biothera.

Capricor Therapeutics shares tumble as FDA rejects Duchenne muscular dystrophy drug application — Negative
CAPR Proactive Investors — July 11, 2025Capricor Therapeutics (NASDAQ:CAPR) shares plummeted more than 26% after it reported the US Food and Drug Administration (FDA) has not approved its Biologics License Application for deramiocel, the company's lead cell therapy candidate for the treatment of cardiomyopathy associated with Duchenne muscular dystrophy (DMD). In a Complete Response Letter to Capricor, the FDA stated that the application did not meet the statutory requirement for substantial evidence of effectiveness and requested additional clinical data before reconsidering approval.

Victory Capital's June AUM Rises 3.2% Sequentially to $298.6B — Positive
VCTR Zacks Investment Research — July 11, 2025VCTR's AUM rose 3.2% in June, driven by strong gains across equity, solutions, and fixed-income categories.

AIZ Stock Trading at a Discount to Industry at 1.85X: Time to Hold? — Positive
AIZ Zacks Investment Research — July 11, 2025Assurant rides on growth in capital-light businesses, Connected Living, and Global Housing, supported by solid cash flow and strategic capital deployment.

Ranking Lloyds, Barclays and NatWest: Which UK bank has further to run? — Positive
BCS LYG NWG Proactive Investors — July 11, 2025UK banks have had their fair share of in-flight turbulence, but analysts still see them heading for a stable landing. According to UBS, domestic lenders have largely closed the gap with their European peers in terms of valuation, and the outlook remains constructive despite some short-term headwinds.

3 Marijuana Stocks To Watch: Key Trends Driving Cannabis Industry Growth — Positive
CGC CRON TLRY MarijuanaStocks — July 11, 2025
JPM vs. WFC: Which Big Bank Stock Deserves a Spot in Your Portfolio? — Positive
JPM WFC Zacks Investment Research — July 11, 2025Wells Fargo gains flexibility, but can it edge past JPMorgan's scale and IB dominance? Let's explore how capital returns, growth plans and valuations stack up.

CDNS Gains 24% in Three Months: Where Will the Stock Head From Here? — Positive
CDNS Zacks Investment Research — July 11, 2025Cadence Design Systems CDNS stock has rallied 23.8% over the past three months. The stock closed last trading session at $322.66 and is now closer to its 52-week high of $330.09.

Can AI-Driven Platform Momentum Keep Aiding PANW's FCF Growth? — Positive
PANW Zacks Investment Research — July 11, 2025Palo Alto Networks' FCF margin rose to 25.3% in Q3 as AI platforms drive scale and multi-product deals build long-term momentum.

KBRA Assigns Preliminary Ratings to Angel Oak Mortgage Trust 2025-8 (AOMT 2025-8) — Neutral
AOMR Business Wire — July 11, 2025NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to six classes of mortgage-backed certificates from Angel Oak Mortgage Trust 2025-8 (AOMT 2025-8), a $271.3 million non-prime RMBS transaction. The underlying collateral, comprised of 550 residential mortgages, is characterized by a significant concentration of loans underwritten using alternative income documentation. All the loans are either classified as non-qualified mortgages (46.3%) or exempt (53.7%) from the Ability-to-Repay/Qua.

BROAD ARROW ANNOUNCES INAUGURAL LAS VEGAS AUCTION IN PARTNERSHIP WITH CONCOURS AT WYNN LAS VEGAS — Neutral
HGTY GlobeNewsWire — July 11, 2025APPROXIMATELY 70 EXCEPTIONAL COLLECTOR CARS WILL BE AUCTIONED ON OCTOBER 31 AT WYNN LAS VEGAS APPROXIMATELY 70 EXCEPTIONAL COLLECTOR CARS WILL BE AUCTIONED ON OCTOBER 31 AT WYNN LAS VEGAS

Nvidia: Elon Musk Envisions A Robot Future, But Jensen Huang Already Built It — Positive
NVDA Seeking Alpha — July 11, 2025There's already a robotics revolution underway, which has been marketed as an AI revolution. Today, I will elaborate on this train of thought and detail how Nvidia Corporation has already built the robotic offices of the 21st century. While Nvidia is now a behemoth business at $4T, I still believe there's room for share price appreciation through a combination of organic growth and share buybacks.

Buy Texas Instruments Stock, TD Cowen Says. It's the ‘Best Cycle Recovery' Play. — Positive
TXN Barrons — July 11, 2025The chip maker sells the basic building-block chips that go into products in nearly every sector of the economy, from autos and industrials to consumer electronics.

Think Quantum Computing Will Be the Next Big Thing? These Are the 2 Stocks to Buy Today — Positive
GOOG GOOGL IONQ 24/7 Wall Street — July 11, 2025Key Points in This Article: Quantum computing's potential to transform industries like cryptography and drug discovery is driving a projected $850 billion market by 2040, reshaping the technological landscape.
