Alphabet: The AI Comeback, Waymo Acceleration, And Browser Battles — Positive
GOOG GOOGL Seeking Alpha — July 15, 2025I'm turning bullish on Alphabet, as it is regaining AI leadership with Gemini 2.5 Pro, and crowd-sourced predictions suggest that it will be the leading AI model in 2025. Waymo is rapidly expanding, gaining rideshare market share from Uber and Lyft, and is poised for aggressive expansion in more U.S. cities. Alphabet trades at an attractive deeper-than-usual discount to peers, with improving earnings expectations.

CHICAGO , July 15, 2025 /PRNewswire/ -- Campaign US has announced that Colin Selikow, Chief Creative Officer of DDB Chicago, has been named to the 2025 class of its prestigious 40 Over 40 list, which honors executives across advertising, marketing, media, technology, and communications who work tirelessly to keep the wheels turning at their companies. As Chief Creative Officer of DDB Chicago, Colin leads large multidisciplinary teams and mentors rising talent, creating an environment where bold and purposeful creativity thrives.

Shop-Ware Introduces CRM Tool Tailored for Auto Repair Shops — Neutral
CRM Business Wire — July 15, 2025SAN FRANCISCO--(BUSINESS WIRE)-- #CRM--Shop-Ware's new CRM is a complete solution designed specifically for auto repair shops in managing client interactions and communications.

Eastern Bank Foundation Welcomes Eva A. Millona as New Foundation Fellow to Lead Career-Focused English Proficiency Initiative — Neutral
EBC Business Wire — July 15, 2025BOSTON--(BUSINESS WIRE)--Eastern Bank Foundation is pleased to announce Eva A. Millona has joined its team as a Foundation Fellow focused on the design, implementation, and promotion of a new Career-Focused English Proficiency Initiative (CFEPI) that will further the Foundation's work to support economic inclusion and mobility across the region. Eastern Bank Foundation Fellows bring deep expertise to the Foundation's efforts to increase economic mobility and prosperity, especially for those who.

Powerfleet Secures Landmark Deal with SIXT Mexico to Deploy Unity's AIoT Capabilities to Drive Digitally Connected Vehicle Rental Operations — Neutral
AIOT PRNewsWire — July 15, 2025WOODCLIFF LAKE, N.J. , July 15, 2025 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT), a global leader in the artificial intelligence of things (AIoT) software-as-a-service (SaaS) mobile asset industry, today announced that SIXT Mexico, the national franchise of one of the world's premier vehicle rental brands, has selected Powerfleet to modernize its on-road operations with Unity's real-time data intelligence and predictable control across a multi thousand vehicle deployment.

PPL Corporation and Blackstone Infrastructure create joint venture to build natural gas generation in Pennsylvania in support of data center development — Neutral
PPL PRNewsWire — July 15, 2025Venture to serve data center power needs through long-term energy supply agreements ALLENTOWN, Pa. , July 15, 2025 /PRNewswire/ -- PPL Corporation (NYSE: PPL) ("PPL") and Blackstone Infrastructure today announced that they have formed a joint venture to build, own and operate new gas-fired, combined-cycle generation stations to power data centers under long-term energy services agreements (ESA).

Nvidia's Win on Chips Reduces China Tensions, Raises Questions on Tech Rivalry — Positive
NVDA Barrons — July 15, 2025The chip manufacturer said overnight that it had been given assurances that it could sell its H20 artificial-intelligence chips in China again.

Blackstone to Invest More Than $25 Billion in Pennsylvania's Digital and Energy Infrastructure, Plus Catalyze an Additional $60 Billion Investment — Neutral
BX Business Wire — July 15, 2025NEW YORK--(BUSINESS WIRE)--Blackstone (NYSE: BX) announced today that funds managed by Blackstone Infrastructure and Blackstone Real Estate (“Blackstone”) will invest over $25 billion to support the build out of Pennsylvania's digital and energy infrastructure and help catalyze an additional $60 billion investment into the Commonwealth. This initiative builds on Blackstone's track record as the leading investor in data centers and power infrastructure. Commenting on the announcement, Jon Gray,.

JPMorgan Chase & Co. (JPM) Q2 2025 Earnings Call Transcript — Neutral
JPM Seeking Alpha — July 15, 2025JPMorgan Chase & Co. (NYSE:JPM ) Q2 2025 Earnings Conference Call July 15, 2025 8:30 AM ET Company Participants James Dimon - Chairman & CEO Jeremy Barnum - Executive VP & CFO Conference Call Participants Betsy Lynn Graseck - Morgan Stanley, Research Division Christoph M. Kotowski - Oppenheimer & Co. Inc., Research Division Christopher Edward McGratty - Keefe, Bruyette, & Woods, Inc., Research Division Ebrahim Huseini Poonawala - BofA Securities, Research Division Erika Najarian - UBS Investment Bank, Research Division Gerard Sean Cassidy - RBC Capital Markets, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division James …

Super Micro Computer Stock Is Getting Interesting (Technical Analysis, Upgrade) — Positive
SMCI Seeking Alpha — July 15, 2025Super Micro Computer, Inc.'s technicals are improving, with momentum building and a potential breakout from a triangle pattern that could spark a 50% rally. Short-term trading opportunity exists for the next 3-6 months, but I remain cautious on SMCI as a long-term investment due to fundamental concerns. Key risks include margin pressure, heavy competition, reliance on a few clients, and volatility around upcoming earnings.

Loop Capital's Rob Sanderson bullish case for DoorDash — Positive
DASH CNBC Television — July 15, 2025Rob Sanderson, Loop Capital senior internet analyst, joins 'The Exchange' to offer his bull case for DoorDash.

Trump announces 19% tariff on imports from Indonesia — Negative
EIDO IDX CNBC Television — July 15, 2025CNBC's Megan Cassella joins 'The Exchange' to give the latest on Trump's ongoing trade deals.

NBCUniversal Wraps Upfront Sales Process, Citing Record Volume Largely Due To Live Sports — Positive
CMCSA Deadline — July 15, 2025NBCUniversal said Tuesday it has wrapped up its 2025-26 upfront negotiations, claiming record ad sales volume but declining to characterize total revenue or rates. Live sports propelled the overall sales effort, with the Milan Cortina Olympics, Super Bowl LX and the FIFA World Cup, all exceeding previous benchmarks for each of those properties.

GM outlines $4 billion plan to expand production of gas trucks and SUVs — Neutral
GM Reuters — July 15, 2025General Motors said on Tuesday it is expanding production of its gas-powered SUVs and trucks, and will move its Cadillac Escalade to a Michigan assembly plant, while adding new capacity for Chevrolet Silverado and GMC Sierra light duty pickups at the same facility.

3 Rock-Solid Dividend Stocks to Hold Forever for Safe Income — Positive
CCI GS PEP 24/7 Wall Street — July 15, 2025It's not the size of the dividend yield that matters most; it's the quality of the dividend and the growth potential in company cash flows.

Crypto Security Perception Key in COIN Success, Retail Interest "Good, Not Great" — Neutral
COIN Schwab Network — July 15, 2025@LikeFolio's Landon Swan makes the case that Coinbase (COIN) has a higher correlation to Bitcoin than Strategy (MSTR). Part of the company's recent success comes from its public perception on security.

ROSEN, LEADING INVESTOR COUNSEL, Encourages Petco Health and Wellness Company, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – WOOF — Neutral
WOOF GlobeNewsWire — July 15, 2025NEW YORK, July 15, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Petco Health and Wellness Company, Inc. (NASDAQ: WOOF) between January 14, 2021 and June 5, 2025, both dates inclusive (the “Class Period”), of the important August 29, 2025 lead plaintiff deadline.

Ferrero poised to revive WK Kellogg sales for health-conscious Americans — Positive
KLG Reuters — July 15, 2025Nutella spread maker Ferrero, armed with experience in health-regulated European markets and a track record of revamping struggling brands like Keebler cookies, has a good chance of reviving WK Kellogg's legacy cereal brands with its $3.1 billion take-private deal announced last week.

We lost 4 years, but the U.S. is back in the stablecoin game, says Coinbase's Faryar Shirzad — Positive
COIN CNBC Television — July 15, 2025Faryar Shirzad, Coinbase chief policy officer, joins 'The Exchange' to discuss the impact of stablecoins' surge, 'Crypto Week' on Capitol Hill and the GENIUS Act.

MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio? — Positive
MDB ORCL Zacks Investment Research — July 15, 2025MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.
