Hovnanian Enterprises: A Top-Tier Homebuilder — Positive

HOV  HOVNP   Seeking Alpha — July 09, 2025

Hovnanian Enterprises remains a 'strong buy' due to its compelling valuation and management's effective leverage reduction, despite recent operational headwinds. The company faces near-term challenges: declining home prices, lower net income, and rising costs, but these are industry-wide and cyclical. Management's asset-light strategy—controlling more lots via options—positions Hovnanian for future growth while keeping debt manageable.

image for news Hovnanian Enterprises: A Top-Tier Homebuilder

Late last month, Lesaka Technologies announced plans to acquire Bank Zero Mutual Bank. The South Africa-based fintech has just divested its last main non-core asset, paving the way for a further acceleration of its transformation. The Bank Zero deal stands to be even more transformative for LSAK, as the transaction could enable the company to materially reduce its borrowing costs.

image for news Lesaka Technologies: Why This Fintech's Latest Acquisition Could Prove Transformative

Salesforce's Data Cloud ARR Soars 120%: Is It the Next Sales Lever? — Positive

CRM   Zacks Investment Research — July 09, 2025

CRM's Data Cloud tops $1B in ARR with 120% YoY growth, powering AI tools and driving major deals across its platform.

image for news Salesforce's Data Cloud ARR Soars 120%: Is It the Next Sales Lever?

I sold my TSMC stock for a weighted 32.4% gain over the past three months. I've redeployed profits predominantly into healthcare, but also into higher-alpha tech. TSMC has a remarkable macro growth backdrop, but the stock is way too expensive right now to buy. I'm expecting a 10-15% return for TSMC stock over the next 12 months, that's why I encourage my readers to look elsewhere for higher-alpha opportunities.

image for news I Sold TSMC To Lock In AI Gains, Now I'm Rotating Into Healthcare (Downgrade)

Delek's heavy reliance on the Permian Basin can cause some challenges in the long run. Its increasing exposure to third-party clients coupled with its fee-based business model allows it to diversify and stabilize revenues. Its fundamentals stay decent, justifying its valuation and ensuring sustainability of cash distributions.

image for news Delek Logistics Partners: Operational And Financial Position In Line With Its Valuation

RH-ISAC's 2025 CISO Benchmark shows retail and hospitality improving cybersecurity maturity, collaboration, and resilience against evolving threats.

image for news RH-ISAC Releases 2025 CISO Benchmark Report, Showcasing Growth in Retail and Hospitality Cybersecurity

PHILADELPHIA , July 9, 2025 /PRNewswire/ -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Organon & Co. ("Organon" or the "Company") (NYSE: OGN) on behalf of purchasers of Organon securities between October 31, 2024 through April 30, 2025, inclusive (the "Class Period"). Investor Deadline: Investors who purchased or acquired Organon securities during the Class Period may, no later than JULY 22, 2025 , seek to be appointed as a lead plaintiff representative of the class.

image for news Organon & Co. (NYSE: OGN) Deadline Approaching: Berger Montague Advises Investors of Deadline in Securities Fraud Lawsuit

Investors Heavily Search Abercrombie & Fitch Company (ANF): Here is What You Need to Know — Positive

ANF   Zacks Investment Research — July 09, 2025

Abercrombie (ANF) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

image for news Investors Heavily Search Abercrombie & Fitch Company (ANF): Here is What You Need to Know

Investors Heavily Search The Progressive Corporation (PGR): Here is What You Need to Know — Positive

PGR   Zacks Investment Research — July 09, 2025

Recently, Zacks.com users have been paying close attention to Progressive (PGR). This makes it worthwhile to examine what the stock has in store.

image for news Investors Heavily Search The Progressive Corporation (PGR): Here is What You Need to Know

Is Trending Stock The Boeing Company (BA) a Buy Now? — Positive

BA   Zacks Investment Research — July 09, 2025

Recently, Zacks.com users have been paying close attention to Boeing (BA). This makes it worthwhile to examine what the stock has in store.

image for news Is Trending Stock The Boeing Company (BA) a Buy Now?

Pinterest, Inc. (PINS) Is a Trending Stock: Facts to Know Before Betting on It — Positive

PINS   Zacks Investment Research — July 09, 2025

Recently, Zacks.com users have been paying close attention to Pinterest (PINS). This makes it worthwhile to examine what the stock has in store.

image for news Pinterest, Inc. (PINS) Is a Trending Stock: Facts to Know Before Betting on It

JPMorgan Q2 Earnings on the Deck: A Smart Buy or Risky Bet? — Negative

JPM   Zacks Investment Research — July 09, 2025

JPM reports Q2 earnings next week. Will rising NII and markets revenues likely offset weaker IB income?

image for news JPMorgan Q2 Earnings on the Deck: A Smart Buy or Risky Bet?

Top Big Data Stocks for Savvy Investors on the Growing Analytics Trend — Positive

DELL  HUBS  MSFT   Zacks Investment Research — July 09, 2025

DELL, HUBS and MSFT are tapping into Big Data's explosive growth with AI tools, smart platforms and strategic tech shifts.

image for news Top Big Data Stocks for Savvy Investors on the Growing Analytics Trend

SoundHound Rises as Short Sellers Exit and AI Demand Grows — Positive

SOUN   MarketBeat — July 09, 2025

Assuming the news flow continues to be positive, and there is no reason to think it won't, short covering is likely to continue over the summer, providing a lift for this stock.

image for news SoundHound Rises as Short Sellers Exit and AI Demand Grows

METTAWA, Ill., July 09, 2025 (GLOBE NEWSWIRE) -- Brunswick Corporation (NYSE: BC) will release its 2025 second quarter financial results on Thursday, July 24, 2025 before the market opens by way of an advisory release, notifying the public that the complete and full-text results will be available on the Company's website at https://ir.brunswick.com. The results will also be available on the SEC's website with the Form 8-K filing of the release at http://goo.gl/wJQN1.

image for news Brunswick Corporation Schedules 2025 Second Quarter Earnings Conference Call

Nvidia has received a high number of offers of potential sites to help it carry out a plan to greatly expand its operations in Israel to meet growing demand for artificial intelligence data centres, two sources told Reuters.

image for news Planned Nvidia expansion in Israel prompts multiple offers of sites

Johnson & Johnson: What To Expect From The Upcoming Q2 Earnings? — Positive

JNJ   Seeking Alpha — July 09, 2025

JNJ which has outperformed the S&P 500 and other large-cap healthcare peers in H1-2025, now faces a crucial test with Q2 results due to be announced on the 16th ofJuly. JNJ has a long history of beating consensus EPS estimates by 5.5% on average. The Q2 sales growth could potentially be the weakest of the 4 quarters of the year.

image for news Johnson & Johnson: What To Expect From The Upcoming Q2 Earnings?

Meta Takes Minority Stake in Maker of Ray-Ban Glasses — Positive

ESLOY  META   Bloomberg Markets and Finance — July 09, 2025

Meta Platforms has bought a minority stake in EssilorLuxottica SA, the maker or Ray-Ban glasses. The stake could grow to around 5% according to people familiar with the matter.

image for news Meta Takes Minority Stake in Maker of Ray-Ban Glasses

Starbucks Stock Perks Up With Billion-Dollar China Bids — Positive

SBUX   Schaeffers Research — July 09, 2025

Beverage chain Starbucks Corp (NASDAQ:SBUX) is up 1.6% to trade at $126.15, after CNBC reported the company's China leg is attracting bids of up to $10 billion.

image for news Starbucks Stock Perks Up With Billion-Dollar China Bids

Oppenheimer has upgraded Microsoft (NASDAQ: MSFT) to Outperform from Perform, setting a price target of $600 per share- a nearly 21% increase from the company's closing price on Tuesday. The firm believes Microsoft's long-term potential in artificial intelligence (AI) is still not fully reflected in its stock price.

image for news Oppenheimer upgrades Microsoft as it sees AI potential not fully priced in