Semiconductor standout Advanced Micro Devices Inc (NASDAQ:AMD) is up 4% to trade at $173.04 today, after UBS hiked its price target to $210 from $150.
After a big earnings report last Wednesday, shares of Tesla Inc. NASDAQ: TSLA ended last week down 5% from their pre-earnings high. That might sound bearish, but context is everything.
Amazon refutes report that it raised prices of popular items since Trump took office — Neutral
AMZN TechCrunch — July 28, 2025A report in The Wall Street Journal (WSJ) last week found that prices on Amazon's low-cost essentials had risen since President Trump announced his plans for massive tariffs on international goods. Amazon responded with a lengthy blog post in response to the article, which describes the WSJ's reporting as “fundamentally flawed.
Walmart shoppers' behavior hasn't changed much even as tariffs push prices higher, analysts say — Neutral
WMT Market Watch — July 28, 2025While there were signs that customers were switching from more expensive items to more affordable ones, Walmart was “taking less price than its peers.”
Top Founder-Run Company Stocks That Are Outperforming the Market — Positive
DASH HOOD META NFLX Zacks Investment Research — July 28, 2025Meta, Netflix, Robinhood Markets and DoorDash stand out as founder-run companies with strong vision, innovation, and long-term growth drivers.
Caesars Palace Times Square to Fund High-Tech EMS Ambucycle™ Program: Innovative Lifesaving Response Model To Dramatically Reduce Emergency Response Times Set to Come to Hell's Kitchen and West Midtown — Neutral
CZR Business Wire — July 28, 2025NEW YORK--(BUSINESS WIRE)--Today, Caesars Palace Times Square announced an unprecedented partnership with United Hatzalah, a volunteer-based emergency medical service organization, to launch its 24/7 Ambucycle™ EMS response program in Hell's Kitchen from 40th to 53rd Street and 6th to 10th Avenue, if awarded a gaming license from the State of New York at the end of the year. Caesars Palace Times Square is the joint bid from SL Green, Caesars Entertainment, Roc Nation, and Live Nation to bring a.
Tempus AI or NVIDIA: Which is the Smarter Bet in AI-Backed Healthcare? — Positive
NVDA TEM Zacks Investment Research — July 28, 2025Tempus AI surges 91.8% YTD with soaring genomics revenues and a $200M AstraZeneca deal, outpacing NVIDIA in AI healthcare gains.
Why FDIG Will Continue To Lag Behind Crypto And Single Stock Picks — Neutral
FDIG Seeking Alpha — July 28, 2025Fidelity Crypto Industry and Digital Payments ETF remains inefficient, underperforming both its main holdings and direct investments in BTC, due to structural index constraints. The FDIG fund's design caps upside by limiting exposure to outperforming stocks like Coinbase, forcing rebalancing into weaker holdings. I don't see a role for FDIG for people wanting broad crypto exposure - this is not a space where such strategy can generate good returns. Especially not with FDIG.
COIN to Report Q2 Earnings: Will Higher Trading Volume Fuel Growth? — Positive
COIN Zacks Investment Research — July 28, 2025COIN's Q2 results may get a lift from surging trading volumes, rising crypto prices and gains in U.S. derivatives markets.
InterContinental Hotels: Light On Assets, Heavy On Returns — Positive
IHG Seeking Alpha — July 28, 2025InterContinental Hotels Group's asset-light model delivers robust free cash flow, high margins, and strong shareholder yield through dividends and aggressive buybacks. FY 2025 outlook is positive: RevPAR and room growth in Americas and EMEAA drive revenue and cash flow, supporting a projected 6.5% shareholder yield. Current buybacks outpace free cash flow, gradually increasing debt, so high returns may not be sustainable beyond FY 2026 as leverage approaches management's target.
EQT and CPP Investments to acquire NEOGOV, a provider of HR and compliance software for U.S. public sector agencies, from Warburg Pincus and Carlyle — Neutral
CG PRNewsWire — July 28, 2025The EQT X fund ("EQT") and Canada Pension Plan Investment Board ("CPP Investments") have agreed to acquire NEOGOV, which serves over 10,000 public sector agencies with purpose-built government HR and compliance software solutions NEOGOV's cloud-native solutions support the full employee lifecycle and help public sector agencies drive efficiency and stay compliant with local policies and regulatory frameworks EQT and CPP Investments will partner with CEO Shane Evangelist and the management team to accelerate growth and expansion, building upon their track records in the US software sector STOCKHOLM , July 28, 2025 /PRNewswire/ -- EQT announced today that the EQT X …
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Replimune Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – REPL — Neutral
REPL GlobeNewsWire — July 28, 2025NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Replimune Group, Inc. (NASDAQ: REPL) between November 22, 2024 and July 21, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 22, 2025 in the securities class action first filed by the Firm.
Inspired Entertainment: Risk/Reward Very Appealing With This B2B IGaming Stock — Positive
INSE Seeking Alpha — July 28, 2025Inspired Entertainment (INSE) trades at a discount to other B2B gambling technology stocks, although past issues with growth help to explain this valuation discrepancy. However, if INSE's Hybrid Games business continues to grow, a re-rating may be in store; improved profitability and moderate multiple expansion could prove key to sending shares 90% higher. Although macro uncertainties and other factors could hinder the bull case, INSE has many positives on its side that may mitigate the impact of an iGaming market slowdown.
Microsoft Q4 Preview: AI Is Not A Gamble, It's Already Helping Margins — Positive
MSFT Seeking Alpha — July 28, 2025Microsoft Corporation is uniquely monetizing AI at scale, with real cash flow and expanding margins, not just hype or narrative. AI integration across Azure, Copilot, and enterprise software is driving double-digit growth, with recurring high-margin revenue and unmatched vertical integration. Even with potential multiple compression, accelerating EPS growth supports significant upside; my 12-month MSFT stock target is $600, and I rate Microsoft a Strong Buy.
IonQ's Global Push: Will Asia Deals Spark the Next Growth Wave? — Neutral
IONQ Zacks Investment Research — July 28, 2025IONQ deepens its Asia strategy with key MOUs and acquisitions, aiming to lead quantum computing and secure networking globally.
Altria's Q2 Earnings on the Deck: How to Play the Stock — Positive
MO Zacks Investment Research — July 28, 2025MO's Q2 results are likely to reflect NJOY ACE's market exit and soft cigarette volumes, though pricing strength may help.
Spirit Airlines to furlough 270 pilots, downgrade more than 100 others as it prepares to cut flights — Negative
FLYY CNBC — July 28, 2025Spirit will furlough 270 pilots, effective Nov. 1, as it prepares for a smaller flight schedule. The carrier emerged from Chapter 11 bankruptcy in March, but the industry is now facing weaker-than-expected demand for coach-class tickets.
EMCOR to Report Q2 Earnings: What to Expect in This Season? — Positive
EME Zacks Investment Research — July 28, 2025EME is expected to see solid Q2 momentum from data center demand, Miller Electric gains, and a rising mechanical services mix.
Is Applied Digital Stock a Smart Buy Before Q4 Earnings Report? — Positive
APLD Zacks Investment Research — July 28, 2025APLD's fourth-quarter fiscal 2025 results are likely to benefit from rising demand for AI services and cryptocurrency mining.
Rithm Capital is a mortgage REIT that recently reported Q2 earnings, prompting a fresh review of its investment case. I analyze RITM's latest financial results and operational performance to assess and future prospects, including an (expected) dividend increase. RITM's subsidiary businesses outperformed this quarter, especially Newrez and Genesis Capital.