Loews trades at a significant discount to its sum-of-the-parts valuation, offering a potential 30% upside from current levels. Management's disciplined capital allocation, especially aggressive share repurchases, enhances shareholder value and reflects rational, long-term thinking. Core value is driven by CNA Financial and Boardwalk Pipelines, with reliable cash flows and manageable risks; hotels and plastics are incremental.

TSMC's June sales surged 39% YoY, signaling the AI-driven data center boom remains strong and setting up for robust 2Q25 earnings. TSMC's market share and sales momentum outpace peers, with the stock trading at a discount to its intrinsic value based on peer P/E multiples. The risk/reward is compelling—TSMC trades at just 21x forward earnings, while peers command higher multiples despite TSMC's superior growth.

INVESTOR ALERT: Investigation of RxSight, Inc. (RXST) Announced by Holzer & Holzer, LLC — Neutral
RXST GlobeNewsWire — July 11, 2025ATLANTA, July 11, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether RxSight, Inc. (“RxSight” or the “Company”) (NASDAQ: RXST) complied with federal securities laws. On July 8, 2025, RxSight announced select preliminary financial results for the second quarter 2025 and revised full-year 2025 guidance, revealing declines in revenue, Light Delivery Devices sales, and usage of Light Adjustable Lenses. Following this news, the price of the Company's stock dropped.

Cerence: A Strong Quarter Can't Mask A Lackluster Growth Story — Neutral
CRNC Seeking Alpha — July 11, 2025I rate Cerence a 'Hold' for long-term investors due to inconsistent growth and an elevated valuation despite a strong recent quarter. Q2 2025 results exceeded guidance, but management expects no further material fixed license revenue this fiscal year, limiting near-term upside. The lawsuit against Microsoft demonstrates Cerence's commitment to IP protection, but poses significant risks given Microsoft's resources.

Solid Biosciences: SGT-003's Safety Profile Illuminates DMD Gene Therapy Path (Rating Upgrade) — Positive
SLDB Seeking Alpha — July 11, 2025Solid Biosciences is approaching key catalysts in DMD gene therapy, with SGT-003 showing promising early safety and efficacy signals. The evolving DMD landscape, especially safety concerns with competitors, enhances the appeal of Solid's muscle-tropic vector and unique R16/R17 domains. Despite significant dilution and ongoing losses, Solid's strong cash position supports its pipeline through 2027, justifying an upgrade from Hold to Buy.

Amazon's alliance with Anthropic is paying off handsomely for the tech giant's cloud business — Positive
AMZN Business Insider — July 11, 2025AWS will generate billions in extra revenue from its Anthropic partnership: Morgan Stanley. Amazon's $8 billion investment in Anthropic was valued at $13.8 billion earlier this year.

Rosen Law Firm Encourages Eagle Bancorp, Inc. Investors to Inquire About Securities Class Action Investigation - EGBN — Neutral
EGBN PRNewsWire — July 11, 2025NEW YORK , July 11, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Eagle Bancorp, Inc. (NASDAQ: EGBN) resulting from allegations that Eagle Bancorp may have issued materially misleading business information to the investing public. So What: If you purchased Eagle Bancorp securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Blink Charging has been identified as a key EV charging solutions provider to support Everon customers with cost-effective solutions and immediate upgrades, ensuring uninterrupted access to reliable EV charging equipment and services.

Kraft Heinz's stock jumps after a WSJ report that the packaged food giant is planning a breakup, 10 years after the Kraft-Heinz megamerger.

This article focuses on the implications of two changes for KO stock and the overall consumer staple sector represented by the XLP fund. These changes are their latest dividend declarations and also the changes in the Treasury rates. For H1 of 2025, XLP's dividend payouts suffered a sizable 15% decline vs. the same period in 2024, while KO continued its consistent growth.

FNKO Investors Have Opportunity to Join Funko, Inc. Fraud Investigation with the Schall Law Firm — Neutral
FNKO Business Wire — July 11, 2025LOS ANGELES--(BUSINESS WIRE)---- $FNKO--FNKO Investors Have Opportunity to Join Funko, Inc. Fraud Investigation with the Schall Law Firm.

MP's Meteoric Rally: U.S. Steps Toward Rare Earth Self-Sufficiency — Positive
MP Schwab Network — July 11, 2025MP Materials (MP) rallied more than 40% after the company entered a partnership with the U.S. Department of Defense. It's a landmark deal as the U.S. doubles down on breaking dependency on China for rare earth materials.

ELV Deadline: ELV Investors with Losses in Excess of $100K Have Opportunity to Lead Elevance Health, Inc. Securities Fraud Lawsuit — Neutral
ELV PRNewsWire — July 11, 2025NEW YORK , July 11, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Elevance Health, Inc. (NYSE: ELV) between April 18, 2024 and October 16, 2024, both dates inclusive (the "Class Period"), of the important July 11, 2025 lead plaintiff deadline. So what: If you purchased Elevance Health common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Hims & Hers Health, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – HIMS — Neutral
HIMS GlobeNewsWire — July 11, 2025NEW YORK, July 11, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Hims & Hers Health, Inc. (NYSE: HIMS) between April 29, 2025 and June 23, 2025, both dates inclusive (the “Class Period”), of the important August 25, 2025 lead plaintiff deadline.

ROSEN, LEADING TRIAL ATTORNEYS, Encourages Fortrea Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – FTRE — Neutral
FTRE 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 Fortrea Holdings, Inc. (NASDAQ: FTRE) between July 3, 2023 and February 28, 2025, both dates inclusive (the “Class Period”), of the important August 1, 2025 lead plaintiff deadline.

CORRECTING and REPLACING Varicent and ServiceNow Join Forces to Power the Next Generation of Revenue Execution — Neutral
NOW Business Wire — July 11, 2025TORONTO--(BUSINESS WIRE)--Varicent announces a collaboration with ServiceNow to integrate its Sales Planning and Incentive Comp solutions into the ServiceNow Customer Workflows.

Why Robinhood Stock Soared 151% in the First Half of 2025 — Positive
HOOD The Motley Fool — July 11, 2025Shares of Robinhood Markets (HOOD 0.35%) have soared this year as the stock has been one of the biggest under-the-radar winners on the market.

Skydance in early talks to acquire The Free Press, NYT reports — Neutral
PARA PARAA Reuters — July 11, 2025Skydance Media CEO David Ellison has held preliminary talks to acquire The Free Press, an online news outlet, the New York Times reported on Friday, citing people familiar with the matter.

Kraft Heinz Stock Rises After Report of a Possible Break-Up — Positive
KHC Investopedia — July 11, 2025Kraft Heinz is planning a break-up, according to a report, a move that could undo a massive merger just a decade old.
