3 Oilfield Stocks Well Poised to Gain Despite Industry Woes — Neutral

FTI  HLX  OII   Zacks Investment Research — July 08, 2025

Strict 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.

image for news 3 Oilfield Stocks Well Poised to Gain Despite Industry Woes

WTW Outperforms Industry, Trades at a Discount: How to Play the Stock — Positive

WTW   Zacks Investment Research — July 08, 2025

Willis Towers stock rallies on the back of a strong new business, strategic acquisitions, solid customer retention levels and financial flexibility.

image for news WTW Outperforms Industry, Trades at a Discount: How to Play the Stock

We'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.

image for news CoreWeave: Everyone Hates The Core Scientific Deal; We Don't (Rating Upgrade)

AppLovin's Strategic Shift Fuels Omnichannel Advertising Growth — Positive

APP   Zacks Investment Research — July 08, 2025

APP surges 46.5% as its pivot into CTV, web and e-commerce ads positions it for omnichannel growth and market expansion.

image for news AppLovin's Strategic Shift Fuels Omnichannel Advertising Growth

AstraZeneca Boasts Strong Oncology Portfolio: Can It Sustain Growth? — Positive

AZN   Zacks Investment Research — July 08, 2025

AstraZeneca 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.

image for news AstraZeneca Boasts Strong Oncology Portfolio: Can It Sustain Growth?

NEW 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.

image for news Rosen Law Firm Encourages SelectQuote, Inc. Investors to Inquire About Securities Class Action Investigation - SLQT

I'm Building Passive Income With 2 Dividend Aristocrats — Positive

CVX  NNN  XOM   Seeking Alpha — July 08, 2025

Building 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.

image for news I'm Building Passive Income With 2 Dividend Aristocrats

Here are 3 Outsourcing Stocks to Consider Amid Industry Woes — Negative

BBSI  BCO  CGEMY   Zacks Investment Research — July 08, 2025

Data 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.

image for news Here are 3 Outsourcing Stocks to Consider Amid Industry Woes

MBIO Soars on Orphan Drug Nod for Investigational Brain Cancer Therapy — Positive

MBIO   Zacks Investment Research — July 08, 2025

Mustang Bio surges 180% after its brain cancer therapy, MB-101, earns FDA Orphan Drug status for two rare brain tumor types.

image for news MBIO Soars on Orphan Drug Nod for Investigational Brain Cancer Therapy

Robinhood Tokenized Stocks Face Scrutiny From Lithuania Central Bank — Negative

HOOD   Zacks Investment Research — July 08, 2025

HOOD's new tokenized stock products draw scrutiny from Lithuania's central bank, raising EU compliance questions.

image for news Robinhood Tokenized Stocks Face Scrutiny From Lithuania Central Bank

SOFI Leans Into Scale and Innovation for Sustainable Growth — Positive

SOFI   Zacks Investment Research — July 08, 2025

SoFi Technologies rides a 217% profit surge and $2B Fortress deal to scale its ecosystem and cut reliance on lending-heavy income.

image for news SOFI Leans Into Scale and Innovation for Sustainable Growth

Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey — Negative

HSY   New York Post — July 08, 2025

Kirk 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.

image for news Wendy's CEO Kirk Tanner jumps ship to run chocolate giant Hershey

NEW 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.

image for news VTEX Wins Two Cannes Lions Awards for Retail Reinvention Through Circular Commerce

Celestica: New Networking Wins Keep The Revenue Engine Revving — Positive

CLS   Seeking Alpha — July 08, 2025

Celestica'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.

image for news Celestica: New Networking Wins Keep The Revenue Engine Revving

VFLO: The Potential for an All-Weather Opportunity Within Large-Caps — Positive

VFLO   ETF Trends — July 08, 2025

2025 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.

image for news VFLO: The Potential for an All-Weather Opportunity Within Large-Caps

Can Walmart's High-Margin Verticals Sustain Its Retail Edge? — Positive

WMT   Zacks Investment Research — July 08, 2025

WMT boosts profits with surging ad sales, membership gains and marketplace growth to outpace retail rivals.

image for news Can Walmart's High-Margin Verticals Sustain Its Retail Edge?

Cloudflare Improves Sales Execution: Will Margin Gain Continue? — Positive

NET   Zacks Investment Research — July 08, 2025

Cloudflare 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.

image for news Cloudflare Improves Sales Execution: Will Margin Gain Continue?

PEZ: Momentum Factor Not Enough For Volatile Consumer Cyclical Stocks — Neutral

PEZ   Seeking Alpha — July 08, 2025

PEZ 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.

image for news PEZ: Momentum Factor Not Enough For Volatile Consumer Cyclical Stocks

Why SCHD Deserves The Benefit Of The Doubt — Positive

SCHD   Seeking Alpha — July 08, 2025

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.

image for news Why SCHD Deserves The Benefit Of The Doubt

IBM launches Power11 chips and servers with focus on AI, uptime and security — Positive

IBM   Proactive Investors — July 08, 2025

International 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.

image for news IBM launches Power11 chips and servers with focus on AI, uptime and security