Despite my long-term bullish stance on BDCs, I believe the sector is primed for a correction and may deliver subpar total returns ahead. In fact, I would suggest total return focused investors rotating out of the BDC space to avoid a 1-3 year period of underperformance. Since my strategy is focused on high durable cash flows and long-term NAV stability, I remain invested in BDCs (although, with a prudent strategy).

Spotify has reported mixed results that have not been well received by the market, although the negative impacts will be temporary. The conference call shed a lot of light on how they think about price increases and how they continue to implement and improve AI in the product. Spotify is the perfect example of a network economy that will succeed in the future. The critical mass of users helps it penetrate new business verticals.

Kraft Heinz's stock rose in early Wednesday trading after the company said it's still weighing strategic options, which reportedly include the sale of many of its grocery-store brands.

Bausch + Lomb (BLCO) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.13 per share a year ago.

InMode (INMD) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.34 per share a year ago.

Garmin (GRMN) came out with quarterly earnings of $2.17 per share, beating the Zacks Consensus Estimate of $1.96 per share. This compares to earnings of $1.58 per share a year ago.

Kraft Heinz (KHC) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.78 per share a year ago.

Altria (MO) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.31 per share a year ago.

Navient (NAVI) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.48 per share a year ago.

Ionis Pharmaceuticals (IONS) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to a loss of $0.45 per share a year ago.

Option Care (OPCH) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.3 per share a year ago.

Scotts Miracle-Gro (SMG) came out with quarterly earnings of $2.59 per share, beating the Zacks Consensus Estimate of $2.19 per share. This compares to earnings of $2.31 per share a year ago.

WEC Energy Group (WEC) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.67 per share a year ago.

Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.48 per share a year ago.

CoreWeave specializes in GPU-intensive AI cloud infrastructure, offering bare metal servers for superior performance, security, and cost-effectiveness versus general-purpose clouds. A close partnership with NVIDIA and a unique, contract-backed financing model enable rapid expansion, supporting explosive revenue growth and high backlog. Despite GAAP unprofitability, negative free cash flow, and premium valuation, robust multi-year contracts and surging AI demand justify investor optimism for future growth.

GE HealthCare (GEHC) on Wednesday reported better second-quarter results than analysts had expected and lifted its outlook for the full year.

Netanya, Israel, July 30, 2025 (GLOBE NEWSWIRE) -- Silynxcom Ltd. (NYSE American: SYNX) ("Silynxcom" or the "Company"), a manufacturer and developer of ruggedized tactical communication headset devices, today announced it has received its first purchase order from the Israel Defense Forces (“IDF”) for a newly enhanced tactical communication system.

Logitech International is "well on track" with plans to move production lines out of China to manage the impact of U.S. President Donald Trump's tariffs, Chief Executive Hanneke Faber said on Wednesday.

Mueller Industries delivered strong earnings, driven by acquisitions and higher copper prices, but underlying sales volumes declined due to weaker construction and manufacturing demand. The company boasts a robust balance sheet with $1 billion in cash and no debt, though rising inventories and receivables warrant monitoring for potential customer payment issues. The Nehring acquisition diversifies revenue away from cyclical sectors, positioning Mueller to benefit from trends in infrastructure and data center growth.

NOV expects a 1-3% decrease in consolidated revenues year over year for third-quarter 2025, with adjusted EBITDA anticipated to range from $230-$250 million.