ByTrefis Team,
ByTrefis Team,
LanzaTech Awarded Significant Grant by UK Government to Propel Sustainable Aviation Fuel Production — Neutral
LNZA GlobeNewsWire — July 22, 2025Funding from Department for Transport to advance two commercial-scale plants in the UK Funding from Department for Transport to advance two commercial-scale plants in the UK
Zions' Q2 Earnings Top Estimates on Higher NII & Fee Income, Stock Up — Positive
ZION Zacks Investment Research — July 22, 2025ZION jumps 4.4% after Q2 EPS beats estimates by 21%, fueled by higher NII, fee income and a provision benefit.
Paccar (PCAR) Beats Q2 Earnings and Revenue Estimates — Positive
PCAR Zacks Investment Research — July 22, 2025Paccar (PCAR) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $2.13 per share a year ago.
SMH: Buying This ETF Right Now Will Make You Shake Your Head - Sell! — Negative
SMH Seeking Alpha — July 22, 2025SMH's top holdings—NVDA, TSM, and AVGO—face production, geopolitical, and legal headwinds, making near-term growth prospects uncertain. Valuation metrics show significant P/S multiple expansion across top holdings, signaling the fund is overvalued after a rapid run-up. High concentration risk exists, with the top 3 stocks comprising over 40% of SMH, amplifying potential downside if leaders falter.
Rivian (NASDAQ: RIVN) Price Prediction and Forecast 2025-2030 for July 22 — Positive
RIVN 24/7 Wall Street — July 22, 2025Shares of Rivian Automotive (NASDAQ:RIVN) surged 9.83% over the past five trading sessions on news that the EV maker is continuing work on its Georgia plant, which is slated to open in 2028.
General Motors' second quarter profit takes $1.1B tariff hit — Negative
GM Proactive Investors — July 22, 2025General Motors Company (NYSE:GM) shares fell almost 7% after the automaker reported a drop in profit for the second quarter due to new global tariffs. The company reported adjusted earnings before interest and taxes (EBIT) of $3 billion, down from $4.4 billion in the same period last year, attributed to a net tariff impact of $1.1 billion.
ByTrefis Team,
Novo Nordisk holds 72% international and 50%+ U.S. market share in GLP-1 treatments, serving 46 million patients globally. Obesity drug sales surged 65% YoY in Q1-FY25, driving total revenue growth of 18% and free cash flow of $1.38 billion. The company projects FY25 free cash flow between $8.14–$9.59 billion, supported by 48.43% EBIT margins and expanding manufacturing capacity.
Unilever's transformation—simplified structure, focused leadership, and strategic spinoffs—positions it to finally break out of a near decade-long stagnation. Core strengths remain unmatched: global distribution reach and powerful brands, especially in emerging markets, support long-term growth potential. New CEO Fernandez brings operational discipline, prioritizing gross margin and hard-currency EPS growth, with executive incentives aligned to these goals.
My Biggest Bet To Date: The Case For Solid Power Over Amprius And The Rest — Positive
SLDP Seeking Alpha — July 22, 2025A supercycle has emerged in what I call the advanced battery space, constituted by four stocks: QuantumScape, Solid Power, Inc., Amprius Technologies, Inc., and SES AI. A trifecta is in play: speculative disruptors with near term catalysts, a sustained rise in volume, and strong market conditions are driving the rally. I'm leaning on Solid Power and Amprius for exposure to this hype cycle, but I favor Solid Power due to its stronger cash runway and better price action.
Best Value Stocks to Buy for July 22nd — Positive
BAYRY OPRT SHG Zacks Investment Research — July 22, 2025OPRT, BAYRY and SHG made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 22, 2025.
CRISPR Therapeutics AG (CRSP) is Attracting Investor Attention: Here is What You Should Know — Positive
CRSP Zacks Investment Research — July 22, 2025Zacks.com users have recently been watching CRISPR Therapeutics (CRSP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Energy Fuels Inc (UUUU) is Attracting Investor Attention: Here is What You Should Know — Positive
UUUU Zacks Investment Research — July 22, 2025Zacks.com users have recently been watching Energy Fuels (UUUU) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Coupang, Inc. (CPNG) Is a Trending Stock: Facts to Know Before Betting on It — Positive
CPNG Zacks Investment Research — July 22, 2025Recently, Zacks.com users have been paying close attention to Coupang (CPNG). This makes it worthwhile to examine what the stock has in store.
Investors Heavily Search The Goldman Sachs Group, Inc. (GS): Here is What You Need to Know — Positive
GS Zacks Investment Research — July 22, 2025Recently, Zacks.com users have been paying close attention to Goldman (GS). This makes it worthwhile to examine what the stock has in store.
Here is What to Know Beyond Why ARKO Corp. (ARKO) is a Trending Stock — Positive
ARKO Zacks Investment Research — July 22, 2025Zacks.com users have recently been watching ARKO (ARKO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Investors Heavily Search The Walt Disney Company (DIS): Here is What You Need to Know — Positive
DIS Zacks Investment Research — July 22, 2025Recently, Zacks.com users have been paying close attention to Disney (DIS). This makes it worthwhile to examine what the stock has in store.
Community Financial System (CBU) Misses Q2 Earnings and Revenue Estimates — Negative
CBU Zacks Investment Research — July 22, 2025Community Financial System (CBU) came out with quarterly earnings of $0.97 per share, missing the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.95 per share a year ago.
