Estee Lauder gains after BofA reinstates coverage with Buy rating, sees 30% upside — Positive

EL   Proactive Investors — July 10, 2025

Shares of Estee Lauder Companies Inc (NYSE:EL, ETR:ELAA) rose 6.5% on Thursday after Bank of America reinstated coverage of the beauty giant with a “Buy” rating and a $110 price objective, implying a 30% upside from current levels. The brokerage cited growing confidence in Estee Lauder's “Beauty Reimagined” turnaround plan, forecasting 4% annual revenue growth through fiscal 2027 and a 430 basis-point improvement in operating margin to 12%.

image for news Estee Lauder gains after BofA reinstates coverage with Buy rating, sees 30% upside

CNBC's "Power Lunch" team is joined by Thomas Martin, senior portfolio manager at Globalt Investments, to discuss what technology companies he is watching.

image for news Netflix has strong earnings growth, underlying fundamentals, says Globalt Investments' Thomas Martin

UBER, GEV, CRWD, SNOW & Other Stocks to Watch in All-Time High Market — Positive

CRWD  UBER   Schwab Network — July 10, 2025

The all-time high run is what Larry Tentarelli considers the biggest bullish signal for a higher run following investor resilience through tariffs and the Big, Beautiful Bill. Larry has several stocks on his radar, from Uber Technologies (UBER) as a rideshare leader, to GE Vernova's (GEV) role in powering A.I.

image for news UBER, GEV, CRWD, SNOW & Other Stocks to Watch in All-Time High Market

Franco-Nevada to Release Second Quarter 2025 Results — Neutral

FNV   PRNewsWire — July 10, 2025

TORONTO , July 10, 2025 /PRNewswire/ - Franco-Nevada Corporation announced today that it will report its second quarter 2025 results as follows: Second Quarter 2025 Results Release: August 11th before market open Conference Call and Webcast: August 11th 10:00 am ET Dial-in Numbers: Toll-Free: 1-888-510-2154 International: 437-900-0527 Conference Call URL (This allows participants to join the conference call by phone without operator assistance. Participants will receive an automated call back after entering their name and phone number): bit.ly/4eKyqSq Webcast: www.franco-nevada.com Replay (available until August 18th): Toll-Free: 1-888-660-6345 International: 289-819-1450 Passcode: 16615# For more information, please visit our website at www.franco-nevada.com.

image for news Franco-Nevada to Release Second Quarter 2025 Results

SAN FRANCISCO--(BUSINESS WIRE)--Marin Software Incorporated (“Marin,” or the “Company”), announced today that it will implement a proposed financial reorganization transaction (the “Transaction”) that is expected to bolster its financial position, better serve its customers around the world and effectively position the Company for long-term success in the AI age. Marin remains fully operational during the reorganization process and expects there will be no impact to its installed customer base.

image for news Marin Software Incorporated Takes Strategic Action to Strengthen Financial Position for Long-Term Growth and Profitability

Chevron Supports Central and West Texas Flood Relief Efforts — Neutral

CVX   Business Wire — July 10, 2025

HOUSTON--(BUSINESS WIRE)--Chevron today announced a donation of $250,000 to three community partners, Community Foundation of the Texas Hill Country, Team Rubicon and the Fuel Relief Fund, to support flood relief efforts in Central and West Texas. Community Foundation of the Texas Hill Country will receive $100,000 to support local organizations providing rescue, relief and recovery services. Team Rubicon will receive $100,000 to assess damage, manage volunteers and prepare for large-scale debr.

image for news Chevron Supports Central and West Texas Flood Relief Efforts

Astera Labs: Rapid Growth And Newfound Profitability — Positive

ALAB   Seeking Alpha — July 10, 2025

Astera Labs' rapid revenue growth and recently-achieved profitability, driven by AI demand, highlight strong execution and industry relevance. Diversification into China and Singapore helped offset decreasing support from Intel. Despite a high valuation, Astera Labs' robust growth, operational efficiency, and expanding market presence justify a buy rating.

image for news Astera Labs: Rapid Growth And Newfound Profitability

Eversource Energy: Double-Digit Total Return And A Generous Dividend — Positive

ES   Seeking Alpha — July 10, 2025

Eversource Energy has refocused on its core regulated utility business, divesting non-core assets for greater earnings predictability and stability. The stock offers a 4.66% dividend yield, with a 27-year history of increases, and is expected to outpace inflation through 2030. Valuation models indicate ES is trading at a 26% discount to fair value, supporting a projected 13.5%-16% annual total return over five years.

image for news Eversource Energy: Double-Digit Total Return And A Generous Dividend

Kinross Gold: A Healthy And Undervalued Acquisition Target — Positive

KGC   Seeking Alpha — July 10, 2025

Kinross Gold remains undervalued despite strong outperformance, offering a compelling entry point with attractive free cash flow and solid asset quality. The company boasts a strong balance sheet, manageable debt, stable production, and could be well-positioned for a potential acquisition. Kinross offers a sustainable yield through dividends and buybacks, supported by robust cash flows and a disciplined capital allocation strategy.

image for news Kinross Gold: A Healthy And Undervalued Acquisition Target

Orchid Projects Loss for Q2: Is RMBS Strategy Backfiring? — Neutral

ORC   Zacks Investment Research — July 10, 2025

ORC projects a second-quarter loss as RMBS and derivative losses weigh on book value and expose interest rate risk.

image for news Orchid Projects Loss for Q2: Is RMBS Strategy Backfiring?

Tesla: The Rise Of An Autonomous Empire — Positive

TSLA   Seeking Alpha — July 10, 2025

Tesla, Inc. is making a fundamental pivot from its history as an EV manufacturer to a company focused on AI and autonomy. Tesla's long-term growth is driven by scaling its Robotaxi platform, and energy storage, with a longer-term TSLA investment in robotics through its Optimus division. Vertical integration across manufacturing, AI, and infrastructure supports cost efficiency and scalability.

image for news Tesla: The Rise Of An Autonomous Empire

Brandywine Realty: Q2 Unlikely To Be Meaningful — Negative

BDN   Seeking Alpha — July 10, 2025

Brandywine Realty Trust's high yield and discounted price reflect real risks: declining rents, shrinking FFO, and heavy debt loads. The office-heavy portfolio faces ongoing headwinds post-COVID, with management signaling asset sales and a shift toward life science and residential properties. Debt maturities loom within five years, and refinancing or asset sales may not be enough—dilution through new share issuance is a real risk.

image for news Brandywine Realty: Q2 Unlikely To Be Meaningful

NEW YORK , July 10, 2025 /PRNewswire/ -- Fundstrat Capital has announced that the Fundstrat Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has surpassed $1.5 billion in assets under management (AUM). Since its launch on November 7, 2024, GRNY has delivered a 13.40% return as of June 30, 2025.

image for news Fundstrat Capital's GRNY ETF Surpasses $1.5 Billion in AUM, Posts 13.40% Return Since Inception

Oil markets are losing ground as geopolitical risk premium declined.

image for news Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Retreats As U.S. and Iran Resume Nuclear Talks

Tesla reached out to Arizona late last month to start a certification process for an autonomous vehicle ride-sharing service, and a decision is expected by the end of this month, the state's transportation department said on Thursday.

image for news Tesla has applied to Arizona for robotaxi service certification, state transport department says

Amazon's Kuiper satellite push could yield $7B revenue by 2032 – BofA — Positive

AMZN   Proactive Investors — July 10, 2025

Amazon.com Inc (NASDAQ:AMZN)'s multibillion-dollar satellite internet project, Kuiper, is accelerating its launch schedule and could generate $7.1 billion in consumer revenue by 2032, Bank of America said in a note Thursday. The firm estimates Amazon will invest about $23 billion to build out the Kuiper satellite network, which aims to deliver internet services to underserved regions.

image for news Amazon's Kuiper satellite push could yield $7B revenue by 2032 – BofA

A Practical Guide to AI ETFs — Neutral

IGPT   ETF Trends — July 10, 2025

As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.

image for news A Practical Guide to AI ETFs

Bassett Furniture Industries, Incorporated (NASDAQ:BSET ) Q2 2025 Results Conference Call July 10, 2025 9:00 AM ET Company Participants J. Michael Daniel - Senior VP and Chief Financial & Administrative Officer Robert H.

image for news Bassett Furniture Industries, Incorporated (BSET) Q2 2025 Earnings Call Transcript

'Shark Tank' investor Daymond John: Retailers should be OK for the holidays — Positive

XRT   CNBC Television — July 10, 2025

"Shark Tank" investor Daymond John said Thursday that he believes Christmas and the holiday season will be OK for retailers, though businesses should start planning alternative sourcing strategies now.

image for news 'Shark Tank' investor Daymond John: Retailers should be OK for the holidays

Emera Teleconference on August 8 to Discuss Q2 2025 Results — Neutral

EMA   Business Wire — July 10, 2025

HALIFAX, Nova Scotia--(BUSINESS WIRE)--Today Emera (TSX: EMA) announced that it will release its Q2 2025 results on Friday, August 8, 2025, before markets open. The Company will host a teleconference and webcast the same day at 9:30 a.m. Atlantic (8:30 a.m. Eastern) to discuss the results. Analysts and other interested parties in North America are invited to participate by dialing 1-800-717-1738. International parties are invited to participate by dialing 1-289-514-5100. Participants should dia.

image for news Emera Teleconference on August 8 to Discuss Q2 2025 Results