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.

MRUS Stock Soars 30% in 3 Months After Phase II Cancer Study Success — Positive
MRUS Zacks Investment Research — July 11, 2025Merus jumps 30% in three months after its cancer combo therapy showed significant efficacy in a phase II head and neck squamous cell carcinoma study.

SMCI vs. VRT: Which Stock Has an Edge in the Liquid Cooling Space? — Positive
SMCI VRT Zacks Investment Research — July 11, 2025VRT and SMCI race to lead AI-driven liquid cooling, but diverging earnings paths may reveal the stronger play.

The NEOS S&P 500 High ETF offers an attractive 12% distribution yield and strong S&P 500 growth participation, especially for tech-focused investors. SPYI outperformed larger peers like JEPI in net asset value returns and provides greater exposure to high-growth technology stocks, including the magnificent 7. While SPYI's tech concentration presents higher risk if the sector underperforms, its option overlay strategy delivers attractive monthly income.

FINAL ELV DEADLINE ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Elevance Health, Inc. and Urgently Encourages Investors to Contact the Firm — Neutral
ELV GlobeNewsWire — July 11, 2025Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Elevance Health (ELV) To Contact Him Directly To Discuss Their Options

Yale's Jeffrey Sonnenfeld: Tim Cook's leadership still warranted at Apple — Positive
AAPL CNBC Television — July 11, 2025Jeffrey Sonnenfeld, Yale School of Management senior associate dean, joins CNBC's 'Squawk on the Street' to discuss whether Apple should consider replacing Apple CEO Tim Cook, Elon Musk's potential ambitions for a new political party, and more.

Chevron Reveals Plans to Build $5B Blue Hydrogen Plant in Port Arthur — Positive
CVX Zacks Investment Research — July 11, 2025CVX plans a $5 billion blue hydrogen plant in Texas, aiming to tap federal incentives and cut costs via the HyVelocity Hub.

Vista Energy: Catching Up With A Future It's Already Building — Positive
VIST Seeking Alpha — July 11, 2025Vista Energy has rapidly scaled operations post-Q2, consolidating premium assets in Vaca Muerta and achieving record production—without sacrificing margins, efficiency, or strategic focus. A $500MM bond issue validated Vista's financial strength, enabling expansion without shareholder dilution while positioning it as a mature operator with global market access. Despite stellar fundamentals—62% EBITDA margin, 32% ROE, 81% YoY output growth—VIST stock still trades at discounted multiples, reflecting a valuation gap the market has yet to close.

The dollar staying here becomes a tailwind for forward quarters, says Deutsche Bank's Bankim Chadha — Positive
DB CNBC Television — July 11, 2025Bankim Chadha, Deutsche Bank chief U.S. equity and global strategist, joins 'Money Movers' to discuss his market outlook, earnings season and the impact of tariffs.

DNUT Deadline: Rosen Law Firm Urges Krispy Kreme, Inc. (NASDAQ: DNUT) Stockholders with Losses in Excess of $100K to Contact the Firm for Information About Their Rights — Neutral
DNUT 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 securities of Krispy Kreme, Inc. (NASDAQ: DNUT) between February 25, 2025 and May 7, 2025. Krispy Kreme produces doughnuts. 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 Krispy Kreme, Inc. (NASDAQ: DNUT) Misled I.

Alphabet: The Cheapest 'Magnificent 7' Stock Into The Q2 Earnings Season — Positive
GOOG GOOGL Seeking Alpha — July 11, 2025Alphabet remains deeply undervalued despite recent gains, with a forward PE below 20, way lower than Magnificent 7 peers. Rockstar financials, including a 34% ROIC and $95 billion cash pile, position Google to profitably invest in AI and future growth projects. AI leadership, new product launches, and positive Q2 earnings momentum support continued double-digit growth and strong bullish sentiment.

Toll Brothers Announces Final Opportunity to Own a New Luxury Townhome at its Rollingdale Community in Durham, North Carolina — Neutral
TOL GlobeNewsWire — July 11, 2025DURHAM, N.C., July 11, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced the final opportunity to buy a new home at Rollingdale by Toll Brothers , a premier community of new construction townhomes in Durham, North Carolina. Only nine homes remain available for sale in this exclusive community, including move-in ready homes with designer appointed finishes. The Toll Brothers Sales Center is open daily at 2117 Opulent Oaks Lane in Durham.

Valneva Announces Lifting of European Medicines Agency's Temporary Restriction on Use of Chikungunya Vaccine IXCHIQ® in Elderly — Neutral
VALN GlobeNewsWire — July 11, 2025Saint Herblain (France), July, 11 2025 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, today announced that the European Medicines Agency (EMA) will lift the temporary restriction on vaccinating people aged 65 years and above after concluding a thorough review of Valneva's single-dose chikungunya vaccine IXCHIQ® by EMA's safety committee (PRAC). The committee initiated its review at the beginning of May following the occurrence of serious side effects mainly in elderly people with several underlying medical conditions.

Bull Case in META Ad Revenue, "Poaching Talent" to Drive A.I. — Positive
META Schwab Network — July 11, 2025Tyler Ellegard says Meta Platforms (META) is a buy even as it trades just off all-time highs. He sees the Mag 7 giant's ad revenue as a prime growth driver that will continue to accelerate over the next couple of years.

BIL: SPDR Bloomberg 1-3 Month T-Bill ETF, I'm Buying As Tariffs Hit Inflation — Positive
BIL Seeking Alpha — July 11, 2025BIL offers a risk-free, highly liquid yield of 4.5%, making it ideal for conservative investors seeking income and capital protection. Persistent inflation and potential tariff impacts may keep rates higher for longer, supporting BIL's attractive yield relative to inflation. In a downturn, BIL provides capital safety and liquidity, allowing investors to redeploy funds into equities at opportune moments.

American Water Named on TIME's America's Best Mid-Size Companies 2025 List — Neutral
AWK Business Wire — July 11, 2025CAMDEN, N.J.--(BUSINESS WIRE)-- #AmericanWater--American Water (NYSE: AWK), the largest regulated water and wastewater utility company in the U.S., announced today that it has been named on TIME's America's Best Mid-Size Companies 2025 list. The ranking is based on three dimensions: Employee Satisfaction, Revenue Growth and Sustainability Transparency. TIME partnered with market research firm Statista to collect data via employee surveys from U.S. companies, Statista's revenue database, and Statista's ESG Datab.

Toll Brothers Announces New Luxury 55+ Townhome Community Coming Soon to Danbury, Connecticut — Neutral
TOL GlobeNewsWire — July 11, 2025DANBURY, Conn., July 11, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation's leading builder of luxury homes, today announced its newest 55+ community, Rivington by Toll Brothers - The Meadows Collection , is coming soon to prestigious Fairfield County in Danbury, Connecticut. This exclusive Toll Brothers neighborhood will offer the final collection of new construction townhomes in the award-winning Rivington by Toll Brothers community. Sales are anticipated to begin in late summer 2025.
