Elon Musk wrote that he would "walk the line personally" of Samsung's Texas chipmaking plant that will make Tesla chips. Samsung's chip plant is only miles away in Taylor, which Musk wrote was "convenient.

image for news Elon Musk is going founder mode on Tesla's $16.5 billion chip deal with Samsung

ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio? — Neutral

ARM   Zacks Investment Research — July 28, 2025

ARM's Q1 revenues are likely to rise 11%, but with earnings expected to fall and valuation stretched, timing is key for investors.

image for news ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio?

Disney Park Operator Unveils 15 Year Masterplan — Positive

DIS   Forbes — July 28, 2025

Building blockbuster theme parks isn't the work of a moment. Typically spanning several hundred acres, design alone takes up to two years followed by as many as six years for construction.

image for news Disney Park Operator Unveils 15 Year Masterplan

Energy Services Of America May See Market Growth In The Coming Years — Positive

ESOA   Seeking Alpha — July 28, 2025

Despite Q2'25 headwinds and a net loss as a result of adverse weather, I reiterate my BUY rating for ESOA with a $19.61 price target driven by robust utility investments. ESOA's robust backlog and strong market outlook, driven by data center growth and reindustrialization, support long-term revenue and profit growth potential. The recent Tribute acquisition expands ESOA's water/wastewater footprint, though it temporarily increased debt and interest payments.

image for news Energy Services Of America May See Market Growth In The Coming Years

Enterprise Products Partners L.P. Common Units (NYSE:EPD ) Q2 2025 Earnings Conference Call July 28, 2025 10:00 AM ET Company Participants A.

image for news Enterprise Products Partners L.P. Common Units (EPD) Q2 2025 Earnings Call Transcript

What's in the Cards for Medical Properties in Q2 Earnings? — Negative

MPW   Zacks Investment Research — July 28, 2025

While MPW's Q2 earnings are likely to have benefited from the favorable healthcare industry trends, exposure to certain troubled operators may have hurt it.

image for news What's in the Cards for Medical Properties in Q2 Earnings?

Earnings Estimates Rising for Barrick Mining (B): Will It Gain? — Positive

B   Zacks Investment Research — July 28, 2025

Barrick Mining (B) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for Barrick Mining (B): Will It Gain?

Bio-Techne Corporation is a market leader in life science reagents, well positioned for long-term growth in cell and gene therapeutics and organoid solutions. Despite strong fundamentals and recurring revenue, near-term risks from NIH funding cuts and U.S.-China tariffs are not fully priced in. My DCF analysis suggests TECH stock is overvalued, with a fair value of $48 per share versus current high multiples; I initiate with a Sell rating.

image for news Bio-Techne Q4 Preview: NIH Funding Cut And Tariffs Impacts, Initiate At Sell

Tesla signs a $16.5 billion chip contract with Samsung Electronics — Positive

SSNLF  TSLA   CNBC Television — July 28, 2025

Elon Musk confirmed that Tesla has signed a $16.5 billion chip contract with Samsung Electronics. Samsung, which is set to deliver earnings on Thursday, expects its second-quarter profit to more than halve.

image for news Tesla signs a $16.5 billion chip contract with Samsung Electronics

Alexandria Real Estate For 20%+ Total Return And 6%+ Yield — Positive

ARE   Seeking Alpha — July 28, 2025

ARE offers a 6.4% dividend yield at a steep discount, with strong long-term fundamentals and a leading position in life sciences real estate. Recent share price weakness is due to tenant concessions, asset dispositions, and post-pandemic demand normalization, but recovery is expected as concessions expire. Pipeline developments, high occupancy, and potential EU investment should drive FFO growth, supporting a projected 15-20% annual total return over five years.

image for news Alexandria Real Estate For 20%+ Total Return And 6%+ Yield

Strength Seen in Udemy (UDMY): Can Its 6.7% Jump Turn into More Strength? — Positive

UDMY   Zacks Investment Research — July 28, 2025

Udemy (UDMY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

image for news Strength Seen in Udemy (UDMY): Can Its 6.7% Jump Turn into More Strength?

V.F. Corp Gears Up for Q1 Earnings Amid Vans Restructuring Pressures — Neutral

VFC   Zacks Investment Research — July 28, 2025

VFC's Q1 revenues are likely to have declined as Vans' reset and FX headwinds weigh despite signs of gross margin strength.

image for news V.F. Corp Gears Up for Q1 Earnings Amid Vans Restructuring Pressures

Should You Buy, Sell or Hold Roku Stock Ahead of Q2 Earnings? — Positive

ROKU   Zacks Investment Research — July 28, 2025

Expected platform revenue growth, strong ad gains and rising subs in Q2 signal upside potential for ROKU, suggesting an attractive entry point for investors.

image for news Should You Buy, Sell or Hold Roku Stock Ahead of Q2 Earnings?

Okta (OKTA) Soars 3.3%: Is Further Upside Left in the Stock? — Positive

OKTA   Zacks Investment Research — July 28, 2025

Okta (OKTA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

image for news Okta (OKTA) Soars 3.3%: Is Further Upside Left in the Stock?

Why Enbridge (ENB) is Poised to Beat Earnings Estimates Again — Positive

ENB   Zacks Investment Research — July 28, 2025

Enbridge (ENB) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Enbridge (ENB) is Poised to Beat Earnings Estimates Again

Why Stantec (STN) is Poised to Beat Earnings Estimates Again — Positive

STN   Zacks Investment Research — July 28, 2025

Stantec (STN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Why Stantec (STN) is Poised to Beat Earnings Estimates Again

Will Southwest Gas (SWX) Beat Estimates Again in Its Next Earnings Report? — Positive

SWX   Zacks Investment Research — July 28, 2025

Southwest Gas (SWX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will Southwest Gas (SWX) Beat Estimates Again in Its Next Earnings Report?

Will Triple Flag (TFPM) Beat Estimates Again in Its Next Earnings Report? — Positive

TFPM   Zacks Investment Research — July 28, 2025

Triple Flag (TFPM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will Triple Flag (TFPM) Beat Estimates Again in Its Next Earnings Report?

Will Tapestry (TPR) Beat Estimates Again in Its Next Earnings Report? — Positive

TPR   Zacks Investment Research — July 28, 2025

Tapestry (TPR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will Tapestry (TPR) Beat Estimates Again in Its Next Earnings Report?

Will TripAdvisor (TRIP) Beat Estimates Again in Its Next Earnings Report? — Positive

TRIP   Zacks Investment Research — July 28, 2025

TripAdvisor (TRIP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

image for news Will TripAdvisor (TRIP) Beat Estimates Again in Its Next Earnings Report?