I reiterate my buy rating on BP, driven by expectations of higher oil prices and BP's strong correlation to oil price movements. Key catalysts include ongoing U.S. SPR refilling and historically low U.S. crude inventories. The new U.S.-EU energy export deal could further tighten oil supply and support higher Brent oil prices.

Dollar General's rural focus aligns with population trends as Americans move to small towns, making DG a compelling stock for economic resilience. DG's small-format stores thrive where big-box competitors can't, filling a vital retail gap in underserved rural areas and driving steady revenue growth. Valuation is a concern - DG trades at a higher PE than I'd like, but solid fundamentals and a 2.23% dividend yield offer some compensation.

The Company will host a Conference Call to discuss its financial results on August 13, 2025 at 9 :00am ET HAIFA, Israel , July 30, 2025 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it will publish its Second Quarter 2025 financial results on Wednesday, August 13, 2025.

UBS Chief Executive Officer Sergio Ermotti talks about the bank's performance in the second quarter as it raid net income was $2.4 billion in the three months to June, compared with estimates for $2.2 billion. He also discusses Switzerland's planned bank capital rules, and says that having a global diversified business is a strength for UBS and for Switzerland, and "shrinking is definitely not an option.

OSAKA, Japan--(BUSINESS WIRE)--Takeda (TOKYO:4502/NYSE:TAK) today announced earnings results for the first quarter of fiscal year 2025 (three months ended June 30, 2025), with generic erosion of VYVANSE significantly impacting revenue and Core Operating Profit in line with company expectations for the quarter. The company expects these impacts to moderate in future quarters. Takeda also achieved several important milestones in its R&D pipeline, reinforcing its long-term growth trajectory an.

Whirlpool appears to be a value trap despite its relatively low valuation, as structural issues overshadow cyclical challenges. Revenues and cash flows are deteriorating, with 2025 sales down further after a multiyear decline, now at levels last seen 20 years ago. Chinese competitors like Haier and Midea are gaining rapid market share, growing sales and profitability, while Whirlpool struggles.

Apple's position among the Mag 7 is weakening, with recent underperformance compared to peers. Although Apple's dominance in hardware remains strong, it is under question whether the company can resume a brisker growth pace. As tariffs and AI-strategy uncertainties face the company, I am rebalancing my portfolio, trimming Apple, and buying two other stocks.

Italy's antitrust authority said on Wednesday it had opened a probe into Meta for allegedly abusing its dominant position when installing its AI tool on Whatsapp messaging app.

Tempus AI continues strong revenue growth, driven by its high-margin Data and Services segment and recent Ambry acquisition, but profitability remains elusive. Operational progress is evident, with expanding pharma partnerships and a growing AI-driven data platform, yet financial risks persist due to high cash burn and new debt. Upcoming Q2 results will be critical to assess sustainable profitability, margin stability, and growth in high-value contracts and test reimbursement rates.

LONDON--(BUSINESS WIRE)--Rio Tinto (LSE:RIO) (ASX:RIO): 6% CuEq production uplift YoY, delivering on strategy through focus on our four objectives Rio Tinto Chief Executive Jakob Stausholm said: "We are delivering very resilient financial results with an improving operational performance helped by our increasingly diversified portfolio. Underlying EBITDA of $11.5 billion and operating cash flow of $6.9 billion, despite a 13% lower iron ore price, demonstrate the growing contribution from our Al.

Etsy, Inc. ETSY will release earnings results for the fourth quarter before the opening bell on Wednesday, July 30.

I recommend rotating into catalyst-driven small- and mid-cap stocks like UiPath to protect capital as the S&P 500 hits new highs. UiPath stands out with improving sales momentum, profitability, and a raised full-year outlook, making it a compelling buy despite recent volatility. The company is also growing FCF at a double-digit pace while trading at a very modest ~12x forward FCF.

Mobileye has resolved major growth, inventory, and margin issues, reporting strong Q2 2025 results and raising its yearly outlook. Revenue and EPS grew 15% and 44% year-over-year, with improved margins, lower inventories, and a robust balance sheet supporting organic growth. Upward guidance, expanding partnerships (notably with Volkswagen), and attractive valuation create a compelling risk/reward opportunity for investors.

UBS said it's now achieved $9.1 billion of gross savings from its purchase of Credit Suisse as the Swiss banking giant reported stronger-than-forecast second-quarter earnings.

Spanish telecom giant Telefonica booked a net loss of 51 million euros ($58.93 million) in the second quarter due to currency swings and capital impairments on assets sold in Latin America.

HAMBURG, DE / ACCESS Newswire / July 30, 2025 / Evotec SE (Frankfurt Stock Exchange: EVT, MDAX/TecDAX, Prime Standard, ISIN: DE 000 566480 9, WKN 566480; NASDAQ:EVO) announces the signing of a non-binding agreement with Sandoz AG (SIX:SDZ)(OTCQX:SDZNY) regarding the potential sale of Just - Evotec Biologics EU in Toulouse, France, for a consideration of about US$ 300 m in cash. In addition, the planned transaction terms include further technology related consideration, future development revenues, milestones and product royalties.

Evotec SE and Sandoz AG signed a non-binding term sheet on a planned sale of Just - Evotec Biologics EU in Toulouse to Sandoz Under the proposed deal Evotec would transfer biosimilar manufacturing capabilities to enable Sandoz to produce biosimilar medicines using Just - Evotec Biologics' advanced continuous manufacturing technology The deal terms include the purchase price of the site for around US$ 300 m in cash, and in addition will include further technology related consideration, future development revenues, milestones and product royalties Planned transaction marks major milestone in Evotec's strategy to create asset-lighter business model leveraging high-margin offerings, with …

YieldMax AMD Option Income Strategy ETF offers an exceptionally high yield, appealing to investors bullish on AMD's AI growth potential. Recent positive catalysts for AMD include resumed China AI chip exports and a rumoured, significant price increase for its MI350 AI accelerator. AMDY's aggressive covered call strategy generates high income but may underperform AMD shares in strong bull markets; best for income-focused investors.

IXJ offers global healthcare exposure, capturing demographic shifts and innovation trends beyond U.S.-centric ETFs for a more balanced risk/reward profile. The fund's heavy allocation to pharmaceuticals and biotechnology targets high-growth areas like obesity drugs, oncology, and AI-driven healthcare equipment. Despite a higher expense ratio and currency/regulatory risks, IXJ's global diversification and defensive sector positioning justify its buy rating.

Rayonier is a pure-play timber REIT that's currently rebalancing, selling New Zealand assets to focus on U.S. growth and unlock shareholder value. The company will have ~$1 billion in cash after the NZ transaction, enabling debt reduction, buybacks, and another special dividend, potentially yielding ~10% including the special payout this year. Strategic moves into real estate, solar, and carbon capture offer significant long-term growth, diversifying away from timber price volatility.