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.

Lesaka Technologies: Why This Fintech's Latest Acquisition Could Prove Transformative — Negative
LSAK Seeking Alpha — July 09, 2025Late 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.

Salesforce's Data Cloud ARR Soars 120%: Is It the Next Sales Lever? — Positive
CRM Zacks Investment Research — July 09, 2025CRM's Data Cloud tops $1B in ARR with 120% YoY growth, powering AI tools and driving major deals across its platform.

I Sold TSMC To Lock In AI Gains, Now I'm Rotating Into Healthcare (Downgrade) — Positive
TSM Seeking Alpha — July 09, 2025I 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.

Delek Logistics Partners: Operational And Financial Position In Line With Its Valuation — Positive
DKL Seeking Alpha — July 09, 2025Delek'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.

RH-ISAC Releases 2025 CISO Benchmark Report, Showcasing Growth in Retail and Hospitality Cybersecurity — Neutral
RH GlobeNewsWire — July 09, 2025RH-ISAC's 2025 CISO Benchmark shows retail and hospitality improving cybersecurity maturity, collaboration, and resilience against evolving threats.

Organon & Co. (NYSE: OGN) Deadline Approaching: Berger Montague Advises Investors of Deadline in Securities Fraud Lawsuit — Neutral
OGN PRNewsWire — July 09, 2025PHILADELPHIA , 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.

Investors Heavily Search Abercrombie & Fitch Company (ANF): Here is What You Need to Know — Positive
ANF Zacks Investment Research — July 09, 2025Abercrombie (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.

Investors Heavily Search The Progressive Corporation (PGR): Here is What You Need to Know — Positive
PGR Zacks Investment Research — July 09, 2025Recently, Zacks.com users have been paying close attention to Progressive (PGR). This makes it worthwhile to examine what the stock has in store.

Is Trending Stock The Boeing Company (BA) a Buy Now? — Positive
BA Zacks Investment Research — July 09, 2025Recently, Zacks.com users have been paying close attention to Boeing (BA). This makes it worthwhile to examine what the stock has in store.

Pinterest, Inc. (PINS) Is a Trending Stock: Facts to Know Before Betting on It — Positive
PINS Zacks Investment Research — July 09, 2025Recently, Zacks.com users have been paying close attention to Pinterest (PINS). This makes it worthwhile to examine what the stock has in store.

JPMorgan Q2 Earnings on the Deck: A Smart Buy or Risky Bet? — Negative
JPM Zacks Investment Research — July 09, 2025JPM reports Q2 earnings next week. Will rising NII and markets revenues likely offset weaker IB income?

Top Big Data Stocks for Savvy Investors on the Growing Analytics Trend — Positive
DELL HUBS MSFT Zacks Investment Research — July 09, 2025DELL, HUBS and MSFT are tapping into Big Data's explosive growth with AI tools, smart platforms and strategic tech shifts.

SoundHound Rises as Short Sellers Exit and AI Demand Grows — Positive
SOUN MarketBeat — July 09, 2025Assuming 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.

Brunswick Corporation Schedules 2025 Second Quarter Earnings Conference Call — Neutral
BC GlobeNewsWire — July 09, 2025METTAWA, 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.

Planned Nvidia expansion in Israel prompts multiple offers of sites — Positive
NVDA Reuters — July 09, 2025Nvidia 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.

Johnson & Johnson: What To Expect From The Upcoming Q2 Earnings? — Positive
JNJ Seeking Alpha — July 09, 2025JNJ 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.

Meta Takes Minority Stake in Maker of Ray-Ban Glasses — Positive
ESLOY META Bloomberg Markets and Finance — July 09, 2025Meta 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.

Starbucks Stock Perks Up With Billion-Dollar China Bids — Positive
SBUX Schaeffers Research — July 09, 2025Beverage 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.

Oppenheimer upgrades Microsoft as it sees AI potential not fully priced in — Positive
MSFT Invezz — July 09, 2025Oppenheimer 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.
