Like the wider regional banking industry, Nashville-based Pinnacle Financial Partners has been a good performer since my opening piece, returning around 20%. Pinnacle recently released second quarter results. While loan growth and credit quality may have been areas for concern a few months ago, both remain solid. Pinnacle's shares have re-rated back toward the 2x tangible book value area, leaving them less attractive than they were a few months ago.

image for news Pinnacle Financial Partners Q2 Earnings: Strong Growth Now Reflected In The Price

Fastenal delivered strong Q2 results, driven by big-ticket customer growth, market share gains, and expanding digital sales footprint. Operating leverage from its digital solutions is boosting margins and keeping SG&A growth in check. Risks include a slowdown in new FMI device signings and elevated inventory.

image for news Embedded, Efficient, And Expensive: Fastenal's Growth Story With A Premium Tag

Can NIKE's International Unit Outrun Global Retail Volatility? — Positive

NKE   Zacks Investment Research — July 17, 2025

NKE's global reach faces near-term strain from weak demand and cost pressures, but long-term strategy fuels recovery hopes.

image for news Can NIKE's International Unit Outrun Global Retail Volatility?

Equifax Gears Up to Report Q2 Earnings: What's in the Offing? — Positive

EFX   Zacks Investment Research — July 17, 2025

EFX is set to report Q2 results on July 22, with EPS and revenues expected to rise on solid USIS, international and Workforce Solutions gains.

image for news Equifax Gears Up to Report Q2 Earnings: What's in the Offing?

Club Offers Released on July 17, 2025 — Neutral

TZOO   PRNewsWire — July 17, 2025

NEW YORK , July 17, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of Club Offers for Club Members in the U.S. Rigorously vetted and negotiated for us travel enthusiasts: $299—NAPA RETREAT WITH UPGRADE AND $164 IN PERKSWith this Napa getaway, Club Members save 50% on an upgraded room with vineyard views. Perks include breakfast, self-parking, a waived resort fee and $40 daily credit.

image for news Club Offers Released on July 17, 2025

I prefer BBJP over EWJ for its lower expense ratio and similar sector exposures, making it a more efficient Japan ETF choice. Tariff risks threaten Japan's export-heavy sectors, especially autos and industrials, despite some natural hedging benefits from an also weakening Yen. These natural hedging benefits are affected by the significant US exposure in geographic mixes, but also the likelihood of harsher competition in remaining markets under reconfigured trade flows.

image for news BBJP: Yen Declines Generally Benefit Japan, But Tariffs Hit Most Allocations

SoFi Soars 150%: Can It Double Again by 2026? — Positive

SOFI   24/7 Wall Street — July 17, 2025

Key Points in This Article: SoFi Technologies‘ (SOFI) 150% stock surge since April is driven by strong revenue growth, student loan demand, and crypto expansion plans.

image for news SoFi Soars 150%: Can It Double Again by 2026?

Roper Gears Up to Post Q2 Earnings: What's in the Offing? — Positive

ROP   Zacks Investment Research — July 17, 2025

ROP's Q2 2025 earnings are likely to rise 7.6% on strong SaaS momentum, but margin pressure from rising costs looms.

image for news Roper Gears Up to Post Q2 Earnings: What's in the Offing?

The company says it also will make crypto trading available in other markets later this year, though it didn't specify where.

image for news Webull Is Bringing Back Crypto Trading in U.S. During ‘Crypto Week'

Insiders Spent Millions on These 3 Stocks Over the Past 2 Months — Positive

BLDR  MIDD  UNH   MarketBeat — July 17, 2025

Since early May, insider buying activity has surged at three major companies. Together, top executives and influential insiders have invested more than $170 million of their own money, sending a strong signal of confidence in the future of these stocks.

image for news Insiders Spent Millions on These 3 Stocks Over the Past 2 Months

Sarepta shares soar on restructuring, R&D refocus — Positive

SRPT   Proactive Investors — July 17, 2025

Sarepta Therapeutics Inc (NASDAQ:SRPT) shares jumped on a sweeping restructuring plan that includes cutting about 500 jobs, or 36% of its workforce, in a move aimed at reducing annual operating expenses by $400 million by 2026. The biotech company said it will sharpen its focus on high-impact drug development programs, particularly its small interfering RNA (siRNA) platform targeting neurodegenerative and pulmonary diseases such as facioscapulohumeral muscular dystrophy (FSHD), myotonic dystrophy type 1, and Huntington's disease.

image for news Sarepta shares soar on restructuring, R&D refocus

Bristol Myers Squibb and Pfizer said they will start selling their blockbuster blood thinner, Eliquis, directly to some patients at a more than 40% discount. The companies' new effort would bypass traditional middlemen, including pharmacy benefit managers and insurers, to cut the drug's monthly cost from a list price of around $606 to $346.

image for news Bristol Myers Squibb, Pfizer to sell blockbuster blood thinner Eliquis at 40% discount

3 Ultra-Safe Dividend Stocks That Yield Over 5% — Positive

NWE  PFE  UPS   24/7 Wall Street — July 17, 2025

Key Points These dividend stocks yield 5% or more.

image for news 3 Ultra-Safe Dividend Stocks That Yield Over 5%

GE Aerospace Q2 Earnings & Revenues Beat Estimates, Increase Y/Y — Positive

GE   Zacks Investment Research — July 17, 2025

GE beat Q2 estimates with 38% EPS growth and 23% adjusted revenue gain, driven by strength in commercial engines and services.

image for news GE Aerospace Q2 Earnings & Revenues Beat Estimates, Increase Y/Y

PepsiCo, Inc. (PEP) Q2 2025 Earnings Call Transcript — Neutral

PEP   Seeking Alpha — July 17, 2025

PepsiCo, Inc. (NASDAQ:PEP ) Q2 2025 Earnings Conference Call July 17, 2025 8:15 AM ET Company Participants James T. Caulfield - Executive VP & CFO Ramon Luis Laguarta - Chairman & CEO Ravi Pamnani - Senior Vice President of Investor Relations Conference Call Participants Andrea Faria Teixeira - JPMorgan Chase & Co, Research Division Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Christopher Michael Carey - Wells Fargo Securities, LLC, Research Division Dara Warren Mohsenian - Morgan Stanley, Research Division Filippo Falorni - Citigroup Inc., Research Division Kaumil S.

image for news PepsiCo, Inc. (PEP) Q2 2025 Earnings Call Transcript

Novartis AG delivered strong Q2 2025 results, outpacing expectations, but faces looming patent expiries for major drugs like Entresto, Tasigna, and Promacta. Growth in new and existing pipeline drugs, plus robust financials and buybacks, position Novartis for resilience despite upcoming revenue headwinds. While the company's long-term outlook remains positive, current valuation already reflects its strengths, making shares fairly valued at this time.

image for news Novartis: Q2 Earnings Review - Solid Results Justify All-Time High Share Price

APH Trades Near 52-Week High: Should Investors Still Buy the Stock? — Positive

APH   Zacks Investment Research — July 17, 2025

Amphenol hovers near its 52-week peak as end-market expansion and targeted acquisitions drive growth momentum.

image for news APH Trades Near 52-Week High: Should Investors Still Buy the Stock?

Powell to Boost Automation Portfolio With the Remsdaq Buyout — Positive

POWL   Zacks Investment Research — July 17, 2025

POWL's planned Remsdaq acquisition aims to boost automation offerings and expand its footprint in the utility market.

image for news Powell to Boost Automation Portfolio With the Remsdaq Buyout

Retail Sales Up 0.6% in June, Better Than Expected — Positive

IBUY  ONLN  RTH  XRT   ETF Trends — July 17, 2025

The Census Bureau's Advance Retail Sales Report for June showed consumer spending was higher than expected last month, with headline sales rising 0.6%. This marks the first monthly increase since March and was better than the expected 0.1% rise.

image for news Retail Sales Up 0.6% in June, Better Than Expected

SHENZHEN, China , July 17, 2025 /PRNewswire/ -- MicroCloud Hologram Inc. (NASDAQ: HOLO), ("HOLO" or the "Company"), a technology service provider, announced that they have purchased up to $200 million in Bitcoin and cryptocurrency-related securities derivatives. As of July 17 , the cumulative investment income has reached $34.67million.

image for news MicroCloud Hologram Inc. Announces It Has Purchased Up to $200 Million in Bitcoin and Cryptocurrency-Related Securities Derivatives, with a Current Cumulative Investment Income of $34.67 Million