Zenas Biopharma: A Risky Buy On Upcoming Data Readouts In IgG4, MS — Neutral
ZBIO Seeking Alpha — July 28, 2025Zenas BioPharma, Inc.'s Obexelimab offers a differentiated, non-depleting B-cell inhibition approach, with promising Phase 2 data in IgG4 and upcoming pivotal catalysts in 2025. The lead asset's blockbuster potential hinges on positive Phase 3 IgG4 results, with analysts projecting peak sales over $1.5bn if approved. ZBIO risks include obexelimab's prior Phase 2 failure in lupus nephritis and limited pipeline depth, but strong cash reserves support near-term operations.
New Brand Finance Ranking: PIF and BlackRock Stay on Top as World's Most Valuable Sovereign Wealth Fund and Asset Management Brands — Neutral
BLK Business Wire — July 28, 2025LONDON--(BUSINESS WIRE)-- #Brand--BlackRock is the world's most valuable asset management (AM) brand with a value of USD8.3 billion, and PIF is the most valuable and fastest-growing sovereign wealth fund (SWF) brand, according to data from Brand Finance, the world's leading independent brand valuation consultancy. The collective value of the top 50 brands grew 5% year on year, to USD73.9 billion in 2025. BlackRock's brand value has risen 17%, driven by a surge in assets under management, strategic acqui.
Revvity Stock Sinks on Lowered China Immunodiagnostics Outlook — Negative
RVTY Investopedia — July 28, 2025Revvity (RVTY) was one of the worst-performing stocks in the S&P 500 Monday after the medical device maker said it anticipated a "meaningful pullback" in its immunodiagnostics business in China.
Cognizant to Report Q2 Earnings: What's in Store for the Stock? — Positive
CTSH Zacks Investment Research — July 28, 2025CTSH's second-quarter 2025 performance is likely to have benefited from an expanding clientele and a robust pipeline that includes a favorable mix of new opportunities.
MO vs. PM: Which Tobacco Stock Has More Puff Left in 2025? — Neutral
MO PM Zacks Investment Research — July 28, 2025For investors looking at the tobacco sector, the choice often comes down to two industry giants: Altria Group, Inc. MO and Philip Morris International Inc. PM. While both generate substantial revenues from tobacco, they operate in distinct markets and are pursuing different strategies in their transition toward a smoke-free future.
Should You Buy, Sell, or Hold GE Healthcare Before Q2 Earnings? — Neutral
GEHC Zacks Investment Research — July 28, 2025GEHC leans on Imaging and PDx strength for Q2, but tariff headwinds and margin pressures could test investor confidence.
META Enhances Teen Privacy Measures: Will It Drive Ad Revenue Growth? — Positive
META Zacks Investment Research — July 28, 2025META boosts teen safety across its apps to build trust, raise engagement, and fuel growth in ad-driven revenues.
3 Dividend Growth Stocks That Will Deliver Meaty Returns After 5 Years — Positive
ABT CI FANG 24/7 Wall Street — July 28, 2025Sufficient earnings growth to continually increase dividends at a comfortably low payout ratio that also accommodates expansion capex is an excellent signal for strong upside potential.
Goldman Sachs sees Alphabet leading next phase of AI monetization — Positive
GOOG GOOGL Proactive Investors — July 28, 2025Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) expects Alphabet Inc (NASDAQ:GOOG)'s accelerating investment in artificial intelligence to power long-term growth across its core businesses, raising its price target on the Google parent to $234 from $225 following a strong second-quarter earnings report. The bank said Alphabet's latest results demonstrated continued strength in its Search, YouTube, and Cloud segments, but emphasized that the company's evolving AI strategy will be the main driver of value going forward.
Will Higher Ad Revenues Aid Meta Platforms in Q2 Earnings? — Positive
META Zacks Investment Research — July 28, 2025META's second-quarter 2025 results are expected to benefit from improving advertising business and improving user engagement.
Old Dominion's Q2 Earnings Coming Up: What's in Store for the Stock? — Negative
ODFL Zacks Investment Research — July 28, 2025ODFL's top line in the second quarter of 2025 is expected to have been hurt by freight market softness, inflationary pressure and tariff-related uncertainties.
QQQI stands out among covered call ETFs by delivering a high, stable yield (14%) without net asset value decay, outperforming peers and even the S&P 500. The fund's data-driven options strategy on the volatile Nasdaq-100 enables strong, consistent monthly income and impressive upside capture—98% of QQQ's return last year. Unlike many competitors, QQQI has grown its NAV and maintained steady payouts, avoiding the common pitfall of eroding capital to fund distributions.
C.H. Robinson to Report Q2 Earnings: What's in Store for the Stock? — Negative
CHRW Zacks Investment Research — July 28, 2025CHRW's second-quarter 2025 revenues are likely to have been hurt by the lower volume in its North America truckload services and lower pricing in the ocean services.
FTRE FINAL DEADLINE: ROSEN, A LEADING LAW FIRM, Encourages Fortrea Holdings, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important August 1 Deadline in Securities Class Action – FTRE — Neutral
FTRE GlobeNewsWire — July 28, 2025NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Fortrea Holdings, Inc. (NASDAQ: FTRE) between July 3, 2023 and February 28, 2025, both dates inclusive (the “Class Period”), of the important August 1, 2025 lead plaintiff deadline.
Figma's Hot IPO Is This Week. Adobe Is Still Alive and Kickin'. — Positive
ADBE FIG Barrons — July 28, 2025The software design rivals were ready to merge a couple of years ago, until regulators got in the way. Adobe is still a solid stock.
Toast: Poised To Climb Higher While Printing Free Cash Flow — Positive
TOST Seeking Alpha — July 28, 2025Toast is rapidly growing, delivering 25% annual revenue growth and strong free cash flow, with a debt-free balance sheet and 6% of market cap in cash. I see a clear path to $600 million in free cash flow by 2026, supporting a bullish price target of $60 per share by summer 2026. Toast's platform is expanding quickly, adding thousands of locations and moving beyond restaurants into food retail and international markets.
Tesla vs. Nvidia: Who's the real winner of the AI race? — Negative
NVDA TSLA The Street — July 28, 2025Daniel Newman, CEO, Futurum Group, breaks down where the real AI opportunity lies. Transcript: DANIEL NEWMAN: Tesla's not going to be something I'd be adding into my portfolio at this point.
CPS Announces $418.33 Million Senior Subordinate Asset-Backed Securitization — Neutral
CPSS GlobeNewsWire — July 28, 2025LAS VEGAS, Nevada, July 28, 2025 (GLOBE NEWSWIRE) -- Consumer Portfolio Services, Inc. (Nasdaq: CPSS) (“CPS” or the “Company”) announced the closing of its third term securitization in 2025 on Monday July 28, 2025. The transaction is CPS's 56th senior subordinate securitization since the beginning of 2011 and the 39th consecutive securitization to receive a triple “A” rating from at least two rating agencies on the senior class of notes.
Steve Weiss, founder and managing partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to explain why he's buying Uber at these levels.