AstraZeneca announces $50 billion investment in U.S. as Trump's tariffs loom — Positive
AZN Fast Company — July 22, 2025AstraZeneca plans to spend $50 billion to expand manufacturing and research capabilities in the U.S. by 2030, it said on Monday, the latest big investment by a pharmaceutical company reacting to President Donald Trump's tariff policy.

Navitas Semiconductor (NVTS) Surges 24.7%: Is This an Indication of Further Gains? — Positive
NVTS Zacks Investment Research — July 22, 2025Navitas Semiconductor (NVTS) 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.

Pentair plc (NYSE:PNR ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants John L. Stauch - President, CEO & Director Robert P.

Kohl's Becomes Latest Meme Stock Due to ‘Social Media Chatter' — Positive
KSS PYMNTS — July 22, 2025Kohl's stock jumped Tuesday (July 22) as traders talked the retailer up on social media. The company's shares rose by as much as 105% when the equity market opened, Bloomberg News reported.

FTRE DEADLINE: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Fortrea Holdings, Inc. Investors to Secure Counsel Before Important August 1 Deadline in Securities Class Action – FTRE — Neutral
FTRE GlobeNewsWire — July 22, 2025NEW YORK, July 22, 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.

A Bullish Storm Is Brewing for High-Yield Verizon's Share Price — Positive
VZ MarketBeat — July 22, 2025Numerous factors, including Verizon's NYSE: VZ valuation, yield, business traction, and analysts' sentiment, are aligning, setting the stock price up for a significant advance. Verizon's 5G networks are gaining traction with consumers and businesses, revenue is growing, cash flow is improving, and the capital return is increasing annually.

PNC CEO Bill Demchak said Tuesday that the bank is partnering with Coinbase to enable digital payments, acting as "a wallet, a provider for any coin that any of our clients want to use," without producing its own stablecoin.

Medpace Holdings, Inc. (MEDP) Q2 2025 Earnings Call Transcript — Neutral
MEDP Seeking Alpha — July 22, 2025Medpace Holdings, Inc. (NASDAQ:MEDP ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants August James Troendle - Chairman & CEO Jesse J. Geiger - President Kevin M.

General Motors' profit slides by 32% in second quarter, and Trump's tariffs are to blame — Negative
GM Fast Company — July 22, 2025General Motors' second-quarter core profit fell 32% to $3 billion on Tuesday, as the automaker continued to confront challenging tariff policies, which it said sapped $1.1 billion from the results.

Alphabet operates a vast suite of interconnected businesses, each feeding into an ecosystem with extreme levels of user lock-in, creating massive monetization potential. Google continues to be valued through the narrow lens of Search which is viewed as being in secular decline and is ignoring its other strong businesses. My sum-of-the-parts valuation suggests a fair value of $217/share which suggests at least 14% upside. This excludes the potential of Waymo.

Strength Seen in Astera Labs, Inc. (ALAB): Can Its 19.4% Jump Turn into More Strength? — Positive
ALAB Zacks Investment Research — July 22, 2025Astera Labs, Inc. (ALAB) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Final Trades: Rocket Companies, Toll Brothers, Fastenal and the VIX — Neutral
FAST RKT TOL CNBC Television — July 22, 2025The Investment Committee give you their top stocks to watch for the second half.

4 Stocks to Watch in the Promising Construction & Mining Equipment Industry — Positive
CAT HY KMTUY TEX Zacks Investment Research — July 22, 2025The prospects of the Zacks Manufacturing - Construction and Mining industry look good. Stocks like CAT, KMTUY, TEX and HY are stocks worth a look.

Will Higher Coffee Prices Derail The J.M. Smucker's Volume Momentum? — Negative
SJM Zacks Investment Research — July 22, 2025SJM hikes coffee prices to offset tariffs and green coffee inflation, but warns of volume declines in fiscal 2026.

IQVIA Holdings Inc. (IQV) Q2 2025 Earnings Call Transcript — Neutral
IQV Seeking Alpha — July 22, 2025IQVIA Holdings Inc. (NYSE:IQV ) Q2 2025 Earnings Conference Call July 22, 2025 9:00 AM ET Company Participants Ari Bousbib - CEO & Chairman Kerri Joseph - Corporate Participant SVP of Investment Relation & Treasury - Corporate Participant Ronald E. Bruehlman - Executive VP & CFO Conference Call Participants Ann Kathleen Hynes - Mizuho Securities USA LLC, Research Division Christine Rains - William Blair & Company L.L.C.

A Bullish Trend In The Harbor Commodity All-Weather Strategy ETF — Positive
HGER Seeking Alpha — July 22, 2025Commodity prices have maintained a bullish trend since 2020, supported by macroeconomic and geopolitical factors, and are likely to continue rising into 2026. Key drivers include persistent inflation, weaker U.S. dollar, elevated interest rates, and trade barriers, all favoring higher commodity prices. The Harbor Commodity All-Weather Strategy ETF offers diversified commodity exposure, outperforming the composite index in the first half of 2025.

Interpublic Launches Agentic Systems for Commerce to Help Brands Accelerate and Sustain Profitable Sales Growth Across Channels — Neutral
IPG GlobeNewsWire — July 22, 2025New York, NY, July 22, 2025 (GLOBE NEWSWIRE) -- Interpublic Group (NYSE: IPG) today announced the launch of Agentic Systems for Commerce (ASC), a new offering designed to help brands manage the scaled and complex commerce ecosystem in ways that are not possible without automation and artificial intelligence. To optimize commerce performance, ASC leverages Interpublic's proprietary agentic system and is powered by data from Intelligence Node, the transaction data company Interpublic acquired earlier this year.

Steel Dynamics, Inc. (STLD) Q2 2025 Earnings Call Transcript — Neutral
STLD Seeking Alpha — July 22, 2025Steel Dynamics, Inc. (NASDAQ:STLD ) Q2 2025 Earnings Conference Call July 22, 2025 11:00 AM ET Company Participants Barry T. Schneider - President & COO David Lipschitz - Corporate Participant Mark D.

3 Stocks to Watch From the Prospering Computer-Services Industry — Positive
CSGS GIB INOD Zacks Investment Research — July 22, 2025The Zacks Computer - Services industry players like GIB, CSGS and INOD are poised to benefit from digital transformation despite macroeconomic headwinds.

RLI Corp. (NYSE:RLI ) Q2 2025 Earnings Conference Call July 22, 2025 11:00 AM ET Company Participants Aaron Paul Diefenthaler - Chief Investment Officer & Treasurer Craig William Kliethermes - President, CEO & Director Jennifer Leigh Klobnak - Chief Operating Officer Todd Wayne Bryant - Chief Financial Officer Conference Call Participants Andrew E. Andersen - Jefferies LLC, Research Division Charles Gregory Peters - Raymond James & Associates, Inc., Research Division Matthew John Carletti - Citizens JMP Securities, LLC, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Operator Good morning, and welcome to the RLI Corp. Second …
