SOFI Leans Into Scale and Innovation for Sustainable Growth — Positive
SOFI Zacks Investment Research — July 08, 2025SoFi Technologies rides a 217% profit surge and $2B Fortress deal to scale its ecosystem and cut reliance on lending-heavy income.

Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey — Negative
HSY New York Post — July 08, 2025Kirk Tanner joins the Reese's Peanut Butter Cups maker as it navigates higher tariff-related costs and still-high cocoa prices amid growing uncertainty around consumer spending.

VTEX Wins Two Cannes Lions Awards for Retail Reinvention Through Circular Commerce — Neutral
VTEX Business Wire — July 08, 2025NEW YORK--(BUSINESS WIRE)--From landfill to Lions: what began as a project in one of the world's most polluted landscapes earned VTEX (NYSE: VTEX), the backbone of connected commerce, two Bronze Lions Awards at the 2025 Cannes Lions International Festival. Awarded in the 'Media (Use of Digital Platforms)' and 'Direct (Corporate Purpose & Social Responsibility)' categories, the wins recognized the RE-COMMERCE ATACAMA initiative as a bold collaboration between VTEX, Artplan, Desierto Vestido.

Celestica: New Networking Wins Keep The Revenue Engine Revving — Positive
CLS Seeking Alpha — July 08, 2025Celestica's CCS segment is rapidly gaining share among hyperscalers, driven by next-gen product launches and strong positioning in AI/ML networking. Valuation risk is rising, with CLS trading at a 63% premium to comps, mostly due to multiple expansion rather than earnings growth. The trend on the CLS vs SPX500 technical charts remains firmly bullish, with no signs of seller pressure.

VFLO: The Potential for an All-Weather Opportunity Within Large-Caps — Positive
VFLO ETF Trends — July 08, 20252025 brings with it a host of new challenges for equities, coupled with a large dose of uncertainty. For investors looking to diversify away from growth-heavy strategies, the VictoryShares Free Cash Flow ETF (VFLO) is worth consideration.

Can Walmart's High-Margin Verticals Sustain Its Retail Edge? — Positive
WMT Zacks Investment Research — July 08, 2025WMT boosts profits with surging ad sales, membership gains and marketplace growth to outpace retail rivals.

Cloudflare Improves Sales Execution: Will Margin Gain Continue? — Positive
NET Zacks Investment Research — July 08, 2025Cloudflare NET is continuously improving its sales and marketing (S&M) efficiency. This is reflected in the declining S&M expense to revenue ratio, which has been on a constant decline for the past several quarters.

PEZ: Momentum Factor Not Enough For Volatile Consumer Cyclical Stocks — Neutral
PEZ Seeking Alpha — July 08, 2025PEZ follows a proprietary strategy to identify at least 30 U.S. Consumer Cyclical stocks with strong intermediate and long-term price momentum. Its expense ratio is 0.60%. The ETF's long-term track record and current fundamentals highly suggest that the momentum factor alone is insufficient for investing in this sector. Though PEZ's components currently have an excellent 24% estimated earnings growth rate, it's also extremely risky based on its beta, P/E, and quality characteristics.

SCHD offers a compelling blend of 3% yield, long-term dividend growth, and broad diversification for income-focused investors. Despite recent underperformance, SCHD's 10% annualized dividend growth and defensive sector allocation support its long-term value proposition. Robust fund inflows and a strong track record of NAV and dividend growth reinforce SCHD's appeal as a core holding for passive income portfolios.

IBM launches Power11 chips and servers with focus on AI, uptime and security — Positive
IBM Proactive Investors — July 08, 2025International Business Machines Corp (NYSE:IBM) has unveiled its new Power11 chips and servers, the first major update to its Power systems lineup since 2020. The new products emphasize energy efficiency, security, and AI integration, targeting enterprises in sectors such as finance, healthcare, and manufacturing, the company said in a statement on Tuesday.

Can BJ's Restaurants' Traffic Recovery Fuel a Sustainable Turnaround? — Positive
BJRI Zacks Investment Research — July 08, 2025BJRI's traffic rose 2.7% in the first quarter, outpacing peers and driving record profitability as turnaround efforts gain traction.

Is Perovskite the Future of Solar Panels? Here's First Solar's Take — Positive
FSLR Zacks Investment Research — July 08, 2025FSLR is ramping up investment in perovskite tech with a new R&D line and aims to scale high-efficiency thin-film solar panels.

Buy These 3 Stocks With Rising Cash Flows Ahead of Q2 Earnings — Positive
BLFBY ESEA SHCO Zacks Investment Research — July 08, 2025Rising cash flows and bullish earnings estimates make BLFBY, SHCO and ESEA stand out ahead of the Q2 season.

Micron Q3 Gross Margin Hits 39% on Strong Pricing: More Upside Ahead? — Positive
MU Zacks Investment Research — July 08, 2025MU's Q3 gross margin hit 39% on strong DRAM and NAND pricing. Management sees Q4 margins hitting 42%.

OGN Investors Have the Opportunity to Lead the Organon Securities Fraud Lawsuit with Faruqi & Faruqi, LLP — Neutral
OGN PRNewsWire — July 08, 2025Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $75,000 In Organon To Contact Him Directly To Discuss Their Options If you suffered losses exceeding $75,000 in Organon between October 31, 2024 and April 30, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK , July 8, 2025 /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Organon & Co. ("Organon" …

American Water Announces Recipients of 2025 James V. LaFrankie Scholarship Awards — Neutral
AWK Business Wire — July 08, 2025CAMDEN, N.J.--(BUSINESS WIRE)-- #AmericanWater--American Water (NYSE: AWK), the largest regulated water and wastewater utility company in the U.S., today announced recipients of the annual James V. LaFrankie Scholarship Awards. The awards were distributed nationwide to 10 college-bound students of full-time American Water employees who demonstrate an interest in water industry-related occupational fields. “At American Water, we are honored to support the academic growth and future aspirations of our employees'.

DVx Ventures' Jon McNeill: Tesla board will be wrestling with how product line-up can compete — Neutral
TSLA CNBC Television — July 08, 2025Jon McNeill, DVx Ventures CEO and former Tesla president, joins CNBC's 'Squawk on the Street' to discuss Tesla's path forward following Elon Musk's announcement of a potential political run, reactions to Waymo's expansion to new cities, and more.

G Willi-Food Is Performing, But I Prefer To Wait For Downcycle Opportunities — Positive
WILC Seeking Alpha — July 08, 2025WILC continues to deliver strong sales and margin growth, driven by improved inventory and successful contract renegotiations, resulting in a 20% stock price appreciation. Despite operational strength, I find the current valuation less attractive, with earnings multiples rising and future growth likely to moderate as tailwinds fade. My long-term return expectation is 11%, which I view as fair but not compelling, especially given the cyclical nature of margins and growth.

Tilray Brands: Gambling A Little Money Now Could Generate Sizable Future Payoff — Positive
TLRY Seeking Alpha — July 08, 2025Tilray Brands is a high-risk, high-reward opportunity after a 99%+ decline over seven years, now trading at deep value levels with minimal bankruptcy risk. The company is nearing profitability, with projected positive cash flow in 2025-26, marking a significant turnaround from years of losses. Potential U.S. regulatory changes under President Trump could dramatically boost industry sentiment and Tilray's prospects.

Russian firms use netting, gold and crypto in transborder payments, watchdog chief tells Putin — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Reuters — July 08, 2025Russian companies are successfully using netting, gold, and cryptocurrency to facilitate international payments, the head of Russia's financial watchdog told President Vladimir Putin on Tuesday.
