Elon Musk is going founder mode on Tesla's $16.5 billion chip deal with Samsung — Positive
SSNLF TSLA Business Insider — July 28, 2025Elon 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.
ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio? — Neutral
ARM Zacks Investment Research — July 28, 2025ARM's Q1 revenues are likely to rise 11%, but with earnings expected to fall and valuation stretched, timing is key for investors.
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.
Energy Services Of America May See Market Growth In The Coming Years — Positive
ESOA Seeking Alpha — July 28, 2025Despite 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.
Enterprise Products Partners L.P. Common Units (EPD) Q2 2025 Earnings Call Transcript — Neutral
EPD Seeking Alpha — July 28, 2025Enterprise Products Partners L.P. Common Units (NYSE:EPD ) Q2 2025 Earnings Conference Call July 28, 2025 10:00 AM ET Company Participants A.
What's in the Cards for Medical Properties in Q2 Earnings? — Negative
MPW Zacks Investment Research — July 28, 2025While MPW's Q2 earnings are likely to have benefited from the favorable healthcare industry trends, exposure to certain troubled operators may have hurt it.
Earnings Estimates Rising for Barrick Mining (B): Will It Gain? — Positive
B Zacks Investment Research — July 28, 2025Barrick Mining (B) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Bio-Techne Q4 Preview: NIH Funding Cut And Tariffs Impacts, Initiate At Sell — Negative
TECH Seeking Alpha — July 28, 2025Bio-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.
Tesla signs a $16.5 billion chip contract with Samsung Electronics — Positive
SSNLF TSLA CNBC Television — July 28, 2025Elon 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.
Alexandria Real Estate For 20%+ Total Return And 6%+ Yield — Positive
ARE Seeking Alpha — July 28, 2025ARE 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.
Strength Seen in Udemy (UDMY): Can Its 6.7% Jump Turn into More Strength? — Positive
UDMY Zacks Investment Research — July 28, 2025Udemy (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.
V.F. Corp Gears Up for Q1 Earnings Amid Vans Restructuring Pressures — Neutral
VFC Zacks Investment Research — July 28, 2025VFC's Q1 revenues are likely to have declined as Vans' reset and FX headwinds weigh despite signs of gross margin strength.
Should You Buy, Sell or Hold Roku Stock Ahead of Q2 Earnings? — Positive
ROKU Zacks Investment Research — July 28, 2025Expected platform revenue growth, strong ad gains and rising subs in Q2 signal upside potential for ROKU, suggesting an attractive entry point for investors.
Okta (OKTA) Soars 3.3%: Is Further Upside Left in the Stock? — Positive
OKTA Zacks Investment Research — July 28, 2025Okta (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.
Why Enbridge (ENB) is Poised to Beat Earnings Estimates Again — Positive
ENB Zacks Investment Research — July 28, 2025Enbridge (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.
Why Stantec (STN) is Poised to Beat Earnings Estimates Again — Positive
STN Zacks Investment Research — July 28, 2025Stantec (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.
Will Southwest Gas (SWX) Beat Estimates Again in Its Next Earnings Report? — Positive
SWX Zacks Investment Research — July 28, 2025Southwest 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.
Will Triple Flag (TFPM) Beat Estimates Again in Its Next Earnings Report? — Positive
TFPM Zacks Investment Research — July 28, 2025Triple 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.
Will Tapestry (TPR) Beat Estimates Again in Its Next Earnings Report? — Positive
TPR Zacks Investment Research — July 28, 2025Tapestry (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.
Will TripAdvisor (TRIP) Beat Estimates Again in Its Next Earnings Report? — Positive
TRIP Zacks Investment Research — July 28, 2025TripAdvisor (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.