EFA: A Flawed Hedge With Diminishing Long-Term Appeal — Neutral

EFA   Seeking Alpha — July 17, 2025

EFA offers broad developed market exposure but lacks compelling growth prospects, with Europe and Japan facing structural headwinds and limited innovation. Diversification benefits are muted, as EFA excludes emerging markets and many US stocks already provide global exposure, making EFA feel redundant. Yield is stable (2.5%-3%) and drawdown risk is moderate, but better alternatives like IPKW, IDVO, and CGDG offer superior risk-reward and growth potential.

image for news EFA: A Flawed Hedge With Diminishing Long-Term Appeal

India's Wipro beats first-quarter revenue estimates — Positive

WIT   Reuters — July 17, 2025

Wipro reported better-than-expected revenue on Thursday for the first quarter, supported by strong growth in the Americas, including its communication and consumer businesses.

image for news India's Wipro beats first-quarter revenue estimates

Is Now the Time to Buy Tesla Before Q2 2025 Earnings — Positive

TSLA   FXEmpire — July 17, 2025

Tesla enters Q2 2025 at a critical juncture, balancing short-term earnings pressure with long-term growth potential driven by expansion in China and India.

image for news Is Now the Time to Buy Tesla Before Q2 2025 Earnings

New Strong Sell Stocks for July 17th — Negative

CDZI  FNF  MOH   Zacks Investment Research — July 17, 2025

FNF, MOH and CDZI have been added to the Zacks Rank #5 (Strong Sell) List on July 17, 2025.

image for news New Strong Sell Stocks for July 17th

Alarm.com to Announce 2025 Second Quarter Results on August 7, 2025 — Neutral

ALRM   Business Wire — July 17, 2025

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com to Announce 2025 Second Quarter Results on August 7, 2025.

image for news Alarm.com to Announce 2025 Second Quarter Results on August 7, 2025

United Airlines: I Am Lowering My Price Target After Earnings — Positive

UAL   Seeking Alpha — July 17, 2025

United Airlines beat Q2 earnings expectations but faces persistent operational and macroeconomic headwinds, dampening investor enthusiasm and pressuring unit revenues and margins. Capacity expansion outpaced revenue growth, leading to margin compression as higher costs, especially labor, offset modest revenue gains across most markets except the Pacific. I have lowered my price target from $154 to $121.51 due to downward revisions in EBITDA and free cash flow, reflecting a more challenging outlook.

image for news United Airlines: I Am Lowering My Price Target After Earnings

Whirlpool: This Transformation Offers Opportunity — Positive

WHR   Seeking Alpha — July 17, 2025

Whirlpool has faced significant challenges, including revenue declines, divestitures, and tariff concerns, leading to a 30% stock drop since my 2022 'buy' call. Despite recent struggles, the company is aggressively paying down debt, trading at low valuation multiples, and showing signs of profitability improvement post-divestitures. Management's cost-cutting, price increases, and product launches aim to offset tariff impacts and drive organic growth, with a focus on margin expansion and debt refinancing.

image for news Whirlpool: This Transformation Offers Opportunity

Shares of PepsiCo Inc. PEP+1.15% were climbing 1.2% toward a three-month high in premarket trading Thursday, after the beverage and snack giant reported surprise growth in second-quarter revenue, as volume declines slowed, and kept its full-year outlook intact.

image for news PepsiCo Inc.'s stock rises after revenue surprisingly increases and the outlook was maintained

PepsiCo earnings beat estimates even as U.S. demand falls — Positive

PEP   CNBC — July 17, 2025

PepsiCo's quarterly earnings and revenue beat Wall Street's expectations. The company reiterated its full-year outlook.

image for news PepsiCo earnings beat estimates even as U.S. demand falls

Golden Entertainment: Downgrade Misses The Forest For The Trees — Neutral

GDEN   Seeking Alpha — July 17, 2025

Golden Entertainment's deleveraging and strong cash flow support robust buybacks and dividends, offering at least 7% annual shareholder returns even in conservative scenarios. Despite a downgrade from Truist Securities citing Strat weakness and muted M&A prospects, I maintain my $32 price target and 'Buy' rating, seeing the downgrade as an opportunity. Q2 headwinds are real but manageable; room occupancy and slot performance show resilience, and FCF coverage for dividends and buybacks remains solid under all scenarios.

image for news Golden Entertainment: Downgrade Misses The Forest For The Trees

Famed investor Marc Andreessen is scheduled to take the stand on Thursday to defend his role on the Facebook board of directors when it was hit with a $5 billion fine in 2019 for alleged violations of an agreement with a U.S. regulator to protect user privacy.

image for news Investor Andreessen to take stand to defend his role in Facebook privacy case

Best Growth Stocks to Buy for July 17th — Positive

AFYA  PAHC  QFIN   Zacks Investment Research — July 17, 2025

QFIN, AFYA and PAHC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 17, 2025.

image for news Best Growth Stocks to Buy for July 17th

The pharma company said it would lay off a third of its workforce and add a black-box warning to its controversial gene therapy Elevidys.

image for news Sarepta Stock Soars 30%. Why Layoffs and a ‘Black-Box' Warning Are Good News.

India has the scope to cut fuel prices if crude oil prices stay at current levels for the next two to three months, Oil Minister Hardeep Singh Puri said on Thursday.

image for news India's oil minister sees scope for lower fuel prices if crude prices remain stable

CVRx (CVRX) Surges 19.0%: Is This an Indication of Further Gains? — Positive

CVRX   Zacks Investment Research — July 17, 2025

CVRx (CVRX) 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 CVRx (CVRX) Surges 19.0%: Is This an Indication of Further Gains?

Aerospace & Defense ETF (XAR) Hits New 52-Week High — Neutral

XAR   Zacks Investment Research — July 17, 2025

XAR hit a 52-week high as rising global defense budgets and geopolitical tensions fuel sector momentum.

image for news Aerospace & Defense ETF (XAR) Hits New 52-Week High

What Can Drive Vale Stock 2X? — Positive

VALE   Forbes — July 17, 2025

If you have been keeping an eye on Vale (NYSE:VALE), you might be curious—what would be necessary for this Brazilian mining giant's stock to double from its current levels? This is a reasonable question, particularly given the widespread global discussions about critical minerals and infrastructure growth.

image for news What Can Drive Vale Stock 2X?

Buying is gaining ground as the rent advantage shrinks in 37 of the 50 largest U.S. metros AUSTIN, Texas , July 17, 2025 /PRNewswire/ -- The latest Realtor.com ® Rental Report for June 2025 shows that the median asking rent for 0–2 bedrooms is down 2.1% year over year to $1,711. And, even after 23 straight months of annual declines, the U.S. median rent in June was only $48 (-2.7%) below its August 2022 peak.

image for news Renting Saves Over $900 a Month, But That Edge is Slipping in Most Major Metros

Advanced Energy Announces Second Quarter 2025 Earnings Date on August 5 — Neutral

AEIS   Business Wire — July 17, 2025

DENVER--(BUSINESS WIRE)--Advanced Energy (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement, and control solutions, will report its second quarter 2025 financial results after the market closes on Tuesday, August 5, 2025. Management's quarterly conference call will be held the same day beginning at 4:30 p.m. Eastern Time. To participate in the live earnings conference call, please dial 877-407-0890 approximately ten minutes prior to the start of the me.

image for news Advanced Energy Announces Second Quarter 2025 Earnings Date on August 5

Texas Capital Bancshares, Inc. Announces Second Quarter 2025 Results — Neutral

TCBI   GlobeNewsWire — July 17, 2025

Second quarter 2025 net income of $77.3 million and net income available to common stockholders of $73.0 million , up 86% and 95%, respectively, year-over-year

image for news Texas Capital Bancshares, Inc. Announces Second Quarter 2025 Results