3 Oilfield Stocks Well Poised to Gain Despite Industry Woes — Neutral
FTI HLX OII Zacks Investment Research — July 08, 2025Strict capital discipline by upstream energy companies is acting as a dampener, making the outlook for the Zacks Oil and Gas- Field Services industry gloomy. OII, HAL and FTI are expected to survive the industry challenges.

WTW Outperforms Industry, Trades at a Discount: How to Play the Stock — Positive
WTW Zacks Investment Research — July 08, 2025Willis Towers stock rallies on the back of a strong new business, strategic acquisitions, solid customer retention levels and financial flexibility.

CoreWeave: Everyone Hates The Core Scientific Deal; We Don't (Rating Upgrade) — Positive
CORZ CRWV Seeking Alpha — July 08, 2025We're upgrading CoreWeave back to a buy after its strategic all-stock acquisition of CoreScientific making use of its 300% stock appreciation since IPO. The deal unlocks cost savings, eliminates $10B in future lease overhead, and gives CoreWeave control over 1.3 GW of power capacity. CoreWeave is now buying rather than renting power capacity. Valuation remains premium but has come down since our sell call and is more attractive at current levels.

AppLovin's Strategic Shift Fuels Omnichannel Advertising Growth — Positive
APP Zacks Investment Research — July 08, 2025APP surges 46.5% as its pivot into CTV, web and e-commerce ads positions it for omnichannel growth and market expansion.

AstraZeneca Boasts Strong Oncology Portfolio: Can It Sustain Growth? — Positive
AZN Zacks Investment Research — July 08, 2025AstraZeneca AZN is one of the leading drugmakers in the oncology space. Oncology sales (comprising around 41% of AstraZeneca‘s total revenues) rose 13% in the first quarter of 2025, generating $5.6 billion in sales.

Rosen Law Firm Encourages SelectQuote, Inc. Investors to Inquire About Securities Class Action Investigation - SLQT — Neutral
SLQT PRNewsWire — July 08, 2025NEW YORK , July 8, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of SelectQuote, Inc. (NYSE: SLQT) resulting from allegations that SelectQuote may have issued materially misleading business information to the investing public. So what: If you purchased SelectQuote securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

I'm Building Passive Income With 2 Dividend Aristocrats — Positive
CVX NNN XOM Seeking Alpha — July 08, 2025Building a meaningful passive income stream can be a great achievement, enabling wealth to snowball. I highlight 2 Dividend Aristocrats that carry competitive advantages and which could outshine over the long run. Both companies carry strong balance sheets, offer well-covered dividends, and trade at attractive valuations.

Here are 3 Outsourcing Stocks to Consider Amid Industry Woes — Negative
BBSI BCO CGEMY Zacks Investment Research — July 08, 2025Data privacy regulations, geopolitical risks and communication barriers are weighing on the Zacks Outsourcing industry. However, the rising demand for BPO, AI and ML may help.

MBIO Soars on Orphan Drug Nod for Investigational Brain Cancer Therapy — Positive
MBIO Zacks Investment Research — July 08, 2025Mustang Bio surges 180% after its brain cancer therapy, MB-101, earns FDA Orphan Drug status for two rare brain tumor types.

Robinhood Tokenized Stocks Face Scrutiny From Lithuania Central Bank — Negative
HOOD Zacks Investment Research — July 08, 2025HOOD's new tokenized stock products draw scrutiny from Lithuania's central bank, raising EU compliance questions.

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.
