Will Strong Top-Line Expansion Boost Corning's Q2 Earnings? — Positive
GLW Zacks Investment Research — July 22, 2025GLW's Q2 results may reflect strong top-line growth from Optical and Specialty gains, despite softness in Displays.

Sherwin-Williams' Q2 Earnings Lag Estimates, Revenues Beat — Negative
SHW Zacks Investment Research — July 22, 2025SHW's Q2 adjusted earnings miss estimates, but sales increase on strength in the Paint Stores segment.

Exclusive: Apple set to stave off daily fines, EU to accept App Store changes, sources say — Positive
AAPL Reuters — July 22, 2025Apple's changes to its App Store rules and fees will likely secure the green light from EU antitrust regulators, people with direct knowledge of the matter said, a move that would stave off potentially hefty daily fines for the iPhone maker.

It's replacing a controversial ingredient.

China Telecom Operators Intelligence Report 2025 Featuring China Mobile Communications Corp, China Telecom, China Unicom, China Broadcasting Network (CBN), and Snail Mobile — Neutral
SNAL GlobeNewsWire — July 22, 2025Discover insights with the "China Telecom Operators Country Intelligence Report". This annual analysis delivers an executive overview of China's telecom market, forecasting trends to 2029. Explore service demand evolution, regulatory trends, and the competitive landscape across telecom and pay-TV sectors. Discover insights with the "China Telecom Operators Country Intelligence Report". This annual analysis delivers an executive overview of China's telecom market, forecasting trends to 2029. Explore service demand evolution, regulatory trends, and the competitive landscape across telecom and pay-TV sectors.

Alexandria Real Estate Shows The Efficient Market Hypothesis Is Officially Dead — Positive
ARE Seeking Alpha — July 22, 2025I've aggressively expanded my Alexandria Real Estate Equities, Inc. position, convinced it's a deep-value REIT with superior long-term return potential versus peers like EPR. ARE's A-tier life science assets and scale create a moat, supporting high occupancy and resilience despite sector oversupply and market pessimism. Dividend coverage is robust, with a conservative 86% CAD payout ratio, and future cash flows are poised to grow as oversupply shrinks and onshoring boosts demand.

VTWO offers diversified small-cap exposure with low idiosyncratic risk, but is more sensitive to macroeconomic factors than large-cap funds. Despite recent momentum, VTWO has historically underperformed the S&P 500, especially during periods of economic stress and market volatility. Current market conditions and macro risks make broad small-cap exposure less attractive compared to large caps, even if some risks subside.

I assign XMMO a Hold rating due to limited transparency and frequent methodology changes that hurt long-term performance analysis. XMMO's current momentum index underperforms its previous strategies, with negative alpha and risk-adjusted returns lagging the S&P 500. The ETF's risk metrics are reasonable, but it fails to deliver meaningful outperformance, making it less compelling for aggressive investors.

Toronto-Dominion Bank: It's Still A Good Buy Even After Its Recent Surge — Positive
TD Seeking Alpha — July 22, 2025Toronto-Dominion Bank remains a buy for me due to its robust, diversified balance sheet and prudent loan management, providing resilience in volatile markets. The bank's strategic mix of fixed and variable-rate loans positions it well for both current uncertainty and future rate cycles, supporting stable margins and loan quality. Valuation remains attractive with a P/B below the five-year average and dividend growth potential, offering reasonable upside and solid yield for investors.

CAVA's Debt-Free Growth Model: Is it a Rare Fast-Casual Find? — Positive
CAVA Zacks Investment Research — July 22, 2025CAVA posts 28% revenue growth and $25.7 million in profit, all with zero debt, as it eyes 1,000 units by 2032.

Servicing Revenues Slump Looms, Can Rithm Capital Still Deliver in Q2? — Negative
RITM Zacks Investment Research — July 22, 2025Global asset manager Rithm Capital Corp. RITM is set to report second-quarter 2025 results on July 28, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter's earnings is currently pegged at 51 cents per shareon revenues of $1.25 billion.

Energy Transfer: Accumulate The High Yields While The Market Worries — Neutral
ET Seeking Alpha — July 22, 2025Energy Transfer's bullish momentum has stalled since the early 2025 peak. Market skepticism has likely centered on execution risks and persistent sector weakness, but upcoming earnings could clarify management's confidence in growth and EBITDA guidance. Growth CapEx is set to decline after 2025, helping to improve the cash flow visibility that helps underpin its thesis for income investors.

Anterix Sets First Quarter Fiscal 2026 Earnings Conference Call for Wednesday, August 13, at 9:00 a.m. ET — Neutral
ATEX GlobeNewsWire — July 22, 2025WOODLAND PARK, N.J., July 22, 2025 (GLOBE NEWSWIRE) -- Anterix (NASDAQ: ATEX) announced today that it will hold a conference call on Wednesday, August 13, 2025, at 9:00 a.m. ET. Anterix senior management, led by President and CEO Scott Lang, will discuss the Company's first quarter fiscal 2026 results. A press release regarding the results will be issued after the close of the market on Tuesday, August 12, 2025.

DevvStream ($DEVS) | Ford ($F) | Oklo ($OKLO) | Pony.ai ($PONY) | NVIDIA ($NVDA) — Positive
DEVS F NVDA OKLO PONY Green Stock News — July 22, 2025Welcome to the Green Stock News brief for Tuesday July 22nd. Here are today's top headlines: DevvStream (NASDAQ: DEVS) has entered a securities purchase agreement with Helena Partners for up to $300 million in senior secured convertible notes to support the development of a blockchain-based treasury and tokenization platform for sustainability-linked infrastructure.

Microsoft says Chinese hacking groups exploited SharePoint vulnerability in attacks — Negative
MSFT CNBC — July 22, 2025Microsoft said three hacking groups tied to China have tried to exploit a vulnerability that affected some versions of its SharePoint collaboration software. Attackers in China also sought to exploit a vulnerability in Microsoft's Exchange Server software four years ago.

SouthState Bank: EPS Growth, Strong Dividends, And A Fortress Balance Sheet In The Sunbelt — Positive
SSB Seeking Alpha — July 22, 2025SouthState earns a buy rating due to strong loan growth, disciplined credit, and robust NIM, with upside from the Independent Bank merger. Q1 2025 earnings beat expectations, and Q2 is expected to show continued revenue and EPS growth, driven by M&A and an expanding footprint. Balance sheet strength, conservative M&A, and a safe, growing dividend (2.21% yield) make SSB attractive versus peers, despite a temporarily high payout ratio.

Visa vs. Affirm: Old Guard or Fintech Fire - Who Wins the Payment War? — Positive
AFRM V Zacks Investment Research — July 22, 2025Visa Inc. V and Affirm Holdings, Inc. AFRM both are now operating at the forefront of the payments landscape, one as a decades-old card network with global scale, the other as a fast-growing fintech innovator in buy now, pay later (BNPL). Visa processes trillions in consumer and commercial payments each year, earning reliable fee-based revenues.

Gastronomy Tourism Key Trends Report 2025 Featuring Culinary Backstreets, Travelling Spoon, TripAdvisor, and Michelin — Neutral
TRIP GlobeNewsWire — July 22, 2025Explore the latest insights into gastronomy tourism with our key trends report. Analyze the sector, discover top destinations, and understand the opportunities and challenges for businesses. Gain a comprehensive understanding of gastronomy travelers and market trends. Ideal for strategic planning. Explore the latest insights into gastronomy tourism with our key trends report. Analyze the sector, discover top destinations, and understand the opportunities and challenges for businesses. Gain a comprehensive understanding of gastronomy travelers and market trends. Ideal for strategic planning.

I maintain my Buy rating on AbbVie, emphasizing its medium-to-long-term potential despite recent outlook downgrades and tariff risks. Recent guidance cuts are minor and don't meaningfully undermine the investment case; with earnings growth expected in Q2 2025. The company's dividends add to its attractiveness at an uncertain time, adding to robust price returns over time.

W.R. Berkley Q2 Earnings and Revenues Surpass Estimates — Positive
WRB Zacks Investment Research — July 22, 2025WRB tops Q2 estimates with stronger underwriting and investment gains, despite elevated catastrophe losses.
