Taboola vs. Magnite: Which Ad-Tech Stock Should Be in Your Portfolio? — Positive

MGNI  TBLA   Zacks Investment Research — July 17, 2025

The digital advertising industry is undergoing a swift transformation, fueled by advances in AI, privacy-first regulations and a broader range of media channels. As a result, digital ad spending continues to expand, with marketers reallocating budgets from traditional formats to online platforms such as social media, connected TV, search and retail media networks.

image for news Taboola vs. Magnite: Which Ad-Tech Stock Should Be in Your Portfolio?

PepsiCo is doubling down on productivity initiatives and brand innovation to offset rising supply chain costs due in part of tariffs amid flat sales in its North American business, executives said during the company's second-quarter earnings call on Thursday (July 17).

image for news PepsiCo to Streamline Operations Amid Higher Supply Chain Costs

Bank7 Corp. (BSVN) Q2 2025 Earnings Call Transcript — Neutral

BSVN   Seeking Alpha — July 17, 2025

Bank7 Corp. (NASDAQ:BSVN ) Q2 2025 Earnings Conference Call July 17, 2025 10:00 AM ET Company Participants Jason E. Estes - Executive VP & Chief Credit Officer Kelly J.

image for news Bank7 Corp. (BSVN) Q2 2025 Earnings Call Transcript

QBTS Breaks Out: QUBT and IONQ Stocks to Follow? — Positive

IONQ  QBTS  QUBT   Zacks Investment Research — July 17, 2025

Quantum computing remains one of the hottest and most speculative corners of the market, delivering eye-popping returns over the past year, and even greater upside potential as the technology moves closer to real-world applications. While the technology is still in its early stages, recent advancements have sparked an accelerating interest in the sector, with capital flowing into the handful of public companies operating at the frontier.

image for news QBTS Breaks Out: QUBT and IONQ Stocks to Follow?

Can Growing Adoption of Tomahawk Ultra Boost Broadcom's AI Revenues? — Positive

AVGO   Zacks Investment Research — July 17, 2025

AVGO's Tomahawk Ultra chip aims to drive AI revenues higher with faster adoption among hyperscalers and OEMs.

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PepsiCo Beats Q2 Earnings & Revenue Estimates, Improves 2025 EPS View — Positive

PEP   Zacks Investment Research — July 17, 2025

PEP beats Q2 revenue and EPS estimates as global momentum offsets margin pressure and a year-over-year EPS decline.

image for news PepsiCo Beats Q2 Earnings & Revenue Estimates, Improves 2025 EPS View

MRVL vs. MCHP: Which Ethernet PHY Transceiver Stock Has an Edge? — Positive

MCHP  MRVL   Zacks Investment Research — July 17, 2025

Microchip Technology's growing edge in Ethernet PHYs and margin recovery makes it a better choice at present than Marvell Technology.

image for news MRVL vs. MCHP: Which Ethernet PHY Transceiver Stock Has an Edge?

Can Cybersecurity Boom Push FTNT Stock Past its 10.5% Gain in 6 Months? — Positive

FTNT   Zacks Investment Research — July 17, 2025

Fortinet's record 34% margins and AI innovation create perfect storm for the rest of 2025 growth. Buy before firewall refresh cycle ignites.

image for news Can Cybersecurity Boom Push FTNT Stock Past its 10.5% Gain in 6 Months?

OFG Bancorp: Strong Performer On Most Levels — Positive

OFG   Seeking Alpha — July 17, 2025

OFG Bancorp reported Q2 revenue and earnings beats, driven by strong net interest margins and effective expense control. Loans and deposits grew sequentially, but the stock trades at a steep premium to tangible book value, justifying a hold rating. Asset quality is solid, though allowances for credit losses and nonperforming loans are slightly higher than peers; return metrics improved.

image for news OFG Bancorp: Strong Performer On Most Levels

Can Category Expansion Help lululemon Escape Athleisure Saturation? — Positive

LULU   Zacks Investment Research — July 17, 2025

LULU bets on category expansion and global growth to offset the slowing U.S. sales in a maturing athleisure market.

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ASML Holding Q2 Earnings and Revenues Surpass Expectations — Positive

ASML   Zacks Investment Research — July 17, 2025

ASML posts a 47% jump in Q2 EPS and beats both earnings and revenue estimates, driven by strong Systems and Services growth.

image for news ASML Holding Q2 Earnings and Revenues Surpass Expectations

3 Reasons Why Growth Investors Shouldn't Overlook Progressive (PGR) — Positive

PGR   Zacks Investment Research — July 17, 2025

Progressive (PGR) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Why Growth Investors Shouldn't Overlook Progressive (PGR)

Fortuna (FSM) is an Incredible Growth Stock: 3 Reasons Why — Positive

FSM   Zacks Investment Research — July 17, 2025

Fortuna (FSM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news Fortuna (FSM) is an Incredible Growth Stock: 3 Reasons Why

Is Federal Signal (FSS) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive

FSS   Zacks Investment Research — July 17, 2025

Federal Signal (FSS) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news Is Federal Signal (FSS) a Solid Growth Stock? 3 Reasons to Think "Yes"

ETF of the Week: BNY Mellon Dynamic Value ETF (BKDV) — Neutral

BKDV   ETF Trends — July 17, 2025

VettaFi's Head of Research Todd Rosenbluth discussed the BNY Mellon Dynamic Value ETF (BKDV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit our Portfolio Strategies Content Hub.

image for news ETF of the Week: BNY Mellon Dynamic Value ETF (BKDV)

3 Equity ETFs Designed to Combat Inflation in 2025 — Neutral

AVIE  FCPI  INFL   ETF Trends — July 17, 2025

As inflation concerns continue to influence market dynamics in 2025 — especially after the most recent CPI print — investors are increasingly seeking equity-based strategies that can provide protection against rising prices. Several new and existing ETFs have emerged, each with distinct approaches to address inflation risk through sector exposure, asset allocation, and portfolio construction.

image for news 3 Equity ETFs Designed to Combat Inflation in 2025

Verizon to report earnings July 21, 2025 — Neutral

VZ   GlobeNewsWire — July 17, 2025

NEW YORK, July 17, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report second-quarter 2025 earnings on Monday, July 21, 2025.

image for news Verizon to report earnings July 21, 2025

Prices on items like baby gear and home goods climbed at Walmart in recent weeks, while the cost of dozens of other products CNBC tracked remained the same. The trends are an indicator of where prices are changing, and aren't, as President Donald Trump's tariffs take hold.

image for news Here's where Walmart prices are changing — and staying the same — as Trump's tariffs hit

Webster Financial Corporation (WBS) Q2 2025 Earnings Call Transcript — Neutral

WBS   Seeking Alpha — July 17, 2025

Webster Financial Corporation (NYSE:WBS ) Q2 2025 Earnings Conference Call July 17, 2025 9:00 AM ET Company Participants Emlen Briggs Harmon - Senior MD & Director of Investor Relations John R. Ciulla - Chairman & CEO Luis R.

image for news Webster Financial Corporation (WBS) Q2 2025 Earnings Call Transcript

Okta Emphasizes AI-Driven Security: Can PANW Advance Its Lead? — Positive

OKTA   Zacks Investment Research — July 17, 2025

OKTA strengthens AI-powered identity tools and partners with PANW. Its rivals CYBR and MSFT act as strong competitors in the IAM race.

image for news Okta Emphasizes AI-Driven Security: Can PANW Advance Its Lead?