Loews: Not Worthy Of Its Conglomerate Discount — Positive

L   Seeking Alpha — July 11, 2025

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.

image for news Loews: Not Worthy Of Its Conglomerate Discount

TSMC: Get In Before We See New All-Time Highs — Positive

TSM   Seeking Alpha — July 11, 2025

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.

image for news TSMC: Get In Before We See New All-Time Highs

ATLANTA, 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.

image for news INVESTOR ALERT: Investigation of RxSight, Inc. (RXST) Announced by Holzer & Holzer, LLC

Cerence: A Strong Quarter Can't Mask A Lackluster Growth Story — Neutral

CRNC   Seeking Alpha — July 11, 2025

I 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.

image for news Cerence: A Strong Quarter Can't Mask A Lackluster Growth Story

Solid 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.

image for news Solid Biosciences: SGT-003's Safety Profile Illuminates DMD Gene Therapy Path (Rating Upgrade)

AWS 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.

image for news Amazon's alliance with Anthropic is paying off handsomely for the tech giant's cloud business

NEW 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.

image for news Rosen Law Firm Encourages Eagle Bancorp, Inc. Investors to Inquire About Securities Class Action Investigation - EGBN

Blink Charging Steps in to Support Everon Customers — Neutral

BLNK   GlobeNewsWire — July 11, 2025

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.

image for news Blink Charging Steps in to Support Everon Customers

High home prices and high mortgage rates means that homeownership is out of reach for many Americans.

image for news Trump's Tariff Threats Hit Builder Stocks. The Housing Market Has Bigger Problems.

Kraft-Heinz's stock jumps after report of breakup plan — Positive

KHC   Market Watch — July 11, 2025

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.

image for news Kraft-Heinz's stock jumps after report of breakup plan

Why I Like Staples Sector Fund XLP Better Than Coca-Cola — Neutral

KO   Seeking Alpha — July 11, 2025

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.

image for news Why I Like Staples Sector Fund XLP Better Than Coca-Cola

LOS ANGELES--(BUSINESS WIRE)---- $FNKO--FNKO Investors Have Opportunity to Join Funko, Inc. Fraud Investigation with the Schall Law Firm.

image for news 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, 2025

MP 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.

image for news MP's Meteoric Rally: U.S. Steps Toward Rare Earth Self-Sufficiency

NEW 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.

image for news ELV Deadline: ELV Investors with Losses in Excess of $100K Have Opportunity to Lead Elevance Health, Inc. Securities Fraud Lawsuit

NEW 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.

image for news ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Hims & Hers Health, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – HIMS

NEW 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.

image for news ROSEN, LEADING TRIAL ATTORNEYS, Encourages Fortrea Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – FTRE

TORONTO--(BUSINESS WIRE)--Varicent announces a collaboration with ServiceNow to integrate its Sales Planning and Incentive Comp solutions into the ServiceNow Customer Workflows.

image for news CORRECTING and REPLACING Varicent and ServiceNow Join Forces to Power the Next Generation of Revenue Execution

Why Robinhood Stock Soared 151% in the First Half of 2025 — Positive

HOOD   The Motley Fool — July 11, 2025

Shares 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.

image for news Why Robinhood Stock Soared 151% in the First Half of 2025

Skydance 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.

image for news Skydance in early talks to acquire The Free Press, NYT reports

Kraft Heinz Stock Rises After Report of a Possible Break-Up — Positive

KHC   Investopedia — July 11, 2025

Kraft Heinz is planning a break-up, according to a report, a move that could undo a massive merger just a decade old.

image for news Kraft Heinz Stock Rises After Report of a Possible Break-Up