Will Strong Top-Line Expansion Boost Corning's Q2 Earnings? — Positive

GLW   Zacks Investment Research — July 22, 2025

GLW's Q2 results may reflect strong top-line growth from Optical and Specialty gains, despite softness in Displays.

image for news Will Strong Top-Line Expansion Boost Corning's Q2 Earnings?

Sherwin-Williams' Q2 Earnings Lag Estimates, Revenues Beat — Negative

SHW   Zacks Investment Research — July 22, 2025

SHW's Q2 adjusted earnings miss estimates, but sales increase on strength in the Paint Stores segment.

image for news Sherwin-Williams' Q2 Earnings Lag Estimates, Revenues Beat

Apple'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.

image for news Exclusive: Apple set to stave off daily fines, EU to accept App Store changes, sources say

Coca-Cola unveils new Donald Trump-approved version — Neutral

KO   The Street — July 22, 2025

It's replacing a controversial ingredient.

image for news Coca-Cola unveils new Donald Trump-approved version

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. 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.

image for news China Telecom Operators Intelligence Report 2025 Featuring China Mobile Communications Corp, China Telecom, China Unicom, China Broadcasting Network (CBN), and Snail Mobile

I'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.

image for news Alexandria Real Estate Shows The Efficient Market Hypothesis Is Officially Dead

VTWO: The Upcoming Challenges For Small Caps — Negative

VTWO   Seeking Alpha — July 22, 2025

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.

image for news VTWO: The Upcoming Challenges For Small Caps

XMMO: Holding Out For More Data — Negative

XMMO   Seeking Alpha — July 22, 2025

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.

image for news XMMO: Holding Out For More Data

Toronto-Dominion Bank: It's Still A Good Buy Even After Its Recent Surge — Positive

TD   Seeking Alpha — July 22, 2025

Toronto-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.

image for news Toronto-Dominion Bank: It's Still A Good Buy Even After Its Recent Surge

CAVA's Debt-Free Growth Model: Is it a Rare Fast-Casual Find? — Positive

CAVA   Zacks Investment Research — July 22, 2025

CAVA posts 28% revenue growth and $25.7 million in profit, all with zero debt, as it eyes 1,000 units by 2032.

image for news CAVA's Debt-Free Growth Model: Is it a Rare Fast-Casual Find?

Servicing Revenues Slump Looms, Can Rithm Capital Still Deliver in Q2? — Negative

RITM   Zacks Investment Research — July 22, 2025

Global 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.

image for news Servicing Revenues Slump Looms, Can Rithm Capital Still Deliver in Q2?

Energy Transfer: Accumulate The High Yields While The Market Worries — Neutral

ET   Seeking Alpha — July 22, 2025

Energy 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.

image for news Energy Transfer: Accumulate The High Yields While The Market Worries

WOODLAND 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.

image for news Anterix Sets First Quarter Fiscal 2026 Earnings Conference Call for Wednesday, August 13, at 9:00 a.m. ET

DevvStream ($DEVS) | Ford ($F) | Oklo ($OKLO) | Pony.ai ($PONY) | NVIDIA ($NVDA) — Positive

DEVS  F  NVDA  OKLO  PONY   Green Stock News — July 22, 2025

Welcome 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.

image for news DevvStream ($DEVS) | Ford ($F) | Oklo ($OKLO) | Pony.ai ($PONY) | NVIDIA ($NVDA)

Microsoft 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.

image for news Microsoft says Chinese hacking groups exploited SharePoint vulnerability in attacks

SouthState 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.

image for news SouthState Bank: EPS Growth, Strong Dividends, And A Fortress Balance Sheet In The Sunbelt

Visa vs. Affirm: Old Guard or Fintech Fire - Who Wins the Payment War? — Positive

AFRM  V   Zacks Investment Research — July 22, 2025

Visa 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.

image for news Visa vs. Affirm: Old Guard or Fintech Fire - Who Wins the Payment War?

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. 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.

image for news Gastronomy Tourism Key Trends Report 2025 Featuring Culinary Backstreets, Travelling Spoon, TripAdvisor, and Michelin

4 Reasons To Buy AbbVie — Neutral

ABBV   Seeking Alpha — July 22, 2025

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.

image for news 4 Reasons To Buy AbbVie

W.R. Berkley Q2 Earnings and Revenues Surpass Estimates — Positive

WRB   Zacks Investment Research — July 22, 2025

WRB tops Q2 estimates with stronger underwriting and investment gains, despite elevated catastrophe losses.

image for news W.R. Berkley Q2 Earnings and Revenues Surpass Estimates