STAR OF THE SEAS OFFICIALLY JOINS ROYAL CARIBBEAN AS THE NEXT ICONIC VACATION — Neutral
RCL PRNewsWire — July 10, 2025The ultimate family vacation has completed construction and is one step closer to its August debut in Port Canaveral (Orlando), Florida MIAMI , July 10, 2025 /PRNewswire/ -- Royal Caribbean kicked off the countdown to a new era of family vacations, officially welcoming Star of the Seas * into the family. After nearly two years of construction at the Meyer Turku shipyard in Turku, Finland , the keys to the next revolutionary Icon Class ship were officially handed over to Royal Caribbean just a few weeks ahead of its August debut in Port Canaveral (Orlando), Florida.

Wells Fargo reportedly sees signs of an economic slowdown, with job creation slowing and inflation expected to rise.

Mereo BioPharma: Buy Rating Despite No Early Study Completion Of Setrusumab For OI — Positive
MREO Seeking Alpha — July 10, 2025Mereo BioPharma Group plc's phase 3 ORBIT study for setrusumab in osteogenesis imperfecta will continue to final analysis, expected by end of 2025. The recent 35% MREO stock drop was due to not meeting early efficacy stopping criteria of ORBIT, not due to safety or trial failure. The ongoing phase 2/3 ORBIT study is targeting OI patients ages 5 to 25, while the phase 3 COSMIC trial is going after patients ages 2 to < 7 years.

Tevogen's New Headquarters, Fully Funded by CEO, Centralizes R&D and AI Teams to Accelerate Innovation — Neutral
TVGN GlobeNewsWire — July 10, 2025WARREN, N.J., July 10, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN) today announced the completion and official opening of its fully functional, newly expanded corporate headquarters in Warren, New Jersey. The build-out and first-year operating costs were personally gifted by Founder and Chief Executive Officer Ryan Saadi, M.D., M.P.H., resulting in no expense to the Company or its shareholders.

CNBC's Steve Kovach joins the "Power Lunch" team to discuss Apple CEO Tim Cook's future with the company, Apple's AI struggles and more.

IGC Pharma Introduces MINT-AD: Proprietary AI Platform to Predict Alzheimer's Risk and Accelerate Early Detection — Neutral
IGC Accesswire — July 10, 2025- Multimodal foundation model enables personalized cognitive forecasts and expands access to Alzheimer's diagnostics - POTOMAC, MD / ACCESS Newswire / July 10, 2025 / IGC Pharma, Inc. (NYSE American:IGC) a clinical-stage biopharmaceutical company focused on Alzheimer's disease, today announced the development of MINT-AD, Multimodal Interpretable Transformer for Alzheimer's, the Company's proprietary AI-powered diagnostic platform designed to identify individuals at high risk of cognitive decline years before symptoms appear. MINT-AD leverages diverse data sources including brain scans, genetics, lifestyle, and cognitive metrics, to produce clinically interpretable risk profiles and forecast decline trajectories.

Toll Brothers Honored at the New Jersey Builders Association and Shore Builders Association Awards Ceremonies — Neutral
TOL GlobeNewsWire — July 10, 2025Company's New Jersey Division wins over a dozen awards, including Townhome Community of the Year for Middletown Walk Company's New Jersey Division wins over a dozen awards, including Townhome Community of the Year for Middletown Walk

Estee Lauder gains after BofA reinstates coverage with Buy rating, sees 30% upside — Positive
EL Proactive Investors — July 10, 2025Shares 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%.

Netflix has strong earnings growth, underlying fundamentals, says Globalt Investments' Thomas Martin — Positive
NFLX CNBC Television — July 10, 2025CNBC's "Power Lunch" team is joined by Thomas Martin, senior portfolio manager at Globalt Investments, to discuss what technology companies he is watching.

UBER, GEV, CRWD, SNOW & Other Stocks to Watch in All-Time High Market — Positive
CRWD UBER Schwab Network — July 10, 2025The 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.

Chevron Supports Central and West Texas Flood Relief Efforts — Neutral
CVX Business Wire — July 10, 2025HOUSTON--(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.

Marin Software Incorporated Takes Strategic Action to Strengthen Financial Position for Long-Term Growth and Profitability — Neutral
MRIN Business Wire — July 10, 2025SAN 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.

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.

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.

Eversource Energy: Double-Digit Total Return And A Generous Dividend — Positive
ES Seeking Alpha — July 10, 2025Eversource 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.

Kinross Gold: A Healthy And Undervalued Acquisition Target — Positive
KGC Seeking Alpha — July 10, 2025Kinross 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.

Orchid Projects Loss for Q2: Is RMBS Strategy Backfiring? — Neutral
ORC Zacks Investment Research — July 10, 2025ORC projects a second-quarter loss as RMBS and derivative losses weigh on book value and expose interest rate risk.

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.

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.

Fundstrat Capital's GRNY ETF Surpasses $1.5 Billion in AUM, Posts 13.40% Return Since Inception — Neutral
GRNY PRNewsWire — July 10, 2025NEW 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.
