I reiterate my buy rating on IBM, driven by a strong margin expansion potential in FQ2 compared to Q1. I further expect the expansion to continue for the next few years, driven by a few key catalysts. The top ones, as I see them, are the growth potential in software (in particular cloud and AI segments) and cost control discipline.

Charles Schwab delivered strong Q2 results, beating estimates on both revenue and earnings, driven by high interest rates and market volatility. The brokerage saw impressive asset growth, with core net new assets up 31% year-over-year, supporting platform expansion and earnings growth. Despite reaching all-time highs, Schwab trades at a reasonable valuation and is expected to deliver industry-leading EPS growth of 25% annually.

BlackSky's Gen 3 satellite tech and Spectra AI platform are driving rapid contract wins, signaling strong demand for its unique AI surveillance solutions. The stock is much more attractive after a 16% dip on Friday. I see recurring subscription revenue growth with each new defense contract, especially for Gen 3, driving more upside. Heavy investment in satellite launches and in-house production is fueling short-term losses but positions BKSY for long-term dominance, in my opinion.

Verizon Communications Inc. VZ will release earnings results for the second quarter, before the opening bell on Monday, July 21.

Investors looking for a way to invest in the massive music market don't have a ton of choices, but two of the most prominent are SiriusXM Holdings (SIRI 0.56%) and Spotify Technology (SPOT -3.53%).

Aramark offers a stable, recurring revenue model through long-term contracts with essential institutions, supporting steady growth and resilience in downturns. Recent performance shows record revenue, rising profits, and strong client retention, with international expansion outpacing U.S. growth. Valuation is reasonable versus peers, and management is focused on reducing debt, returning cash to shareholders, and driving operational efficiency.

Stellantis NV (NYSE:STLA, EPA:STLA) has taken the unusual step of disclosing preliminary first-half results ahead of schedule, revealing a net loss of €2.3 billion after major restructuring and impairment charges. The Fiat and Chrysler car maker booked €3.6 billion in costs tied to programme cancellations, platform changes and the first impact of new US tariffs.

10th Anniversary Edition to Take Place in Athens, Greece | 11–13 November 2025 10th Anniversary Edition to Take Place in Athens, Greece | 11–13 November 2025

WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Technologies to Acquire Calastone.

LONDON--(BUSINESS WIRE)--Court Collaboration and Select Property, the strategic partners behind Edition Birmingham, one of the city's most prestigious residential developments, have today announced a £127.5 million loan from Eldridge Real Estate Credit, the real estate investing strategy of Eldridge Capital Management. The loan from Eldridge Real Estate Credit follows existing funding for the project provided by PGIM to Court Collaboration. Funding will support the construction of the flagship.

ASR's Colombian airports are driving operational momentum, offsetting lackluster Mexican traffic. Cancun's traffic is soft due to new competition and broader tourism headwinds, but I don't see this as an existential threat to the company. Colombian assets, especially Medellin, offer strong growth potential and will diversify cash flows away from Cancun over time.

A new member has entered the world's exclusive trillion-dollar club - and this time it is not a Silicon Valley giant. Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) closed above a $1 trillion market valuation in Taipei last week, propelled by booming demand for chips used in artificial intelligence.

TFS Financial Corporation is well-positioned to benefit from expected rate cuts, boosting NIMs and loan growth, with pristine asset quality likely to persist. Despite an apparently expensive valuation, TFSL's unique mutual holding structure creates an attractive ~8.65% dividend yield for minority shareholders. Loan growth has been muted but should accelerate as mortgage rates decline, while deposit growth remains robust and asset quality indicators are strong.

I'm upgrading Five9 to Buy, as disruption fears are easing and a second quarter beat is on the cards. AI will complement, not replace, human agents; most clients plan to retain staff, supporting stable subscription counts and ARPU growth for FIVN. Its Q2 earnings are likely to surpass expectations, with benign competition and ongoing margin improvement initiatives.

Shares in Ryanair Holdings PLC (LSE:RYA) flew over 4% higher as the budget airline reported first-quarter results ahead of expectations, driven by a stronger-than-anticipated recovery in fares. Profit after tax came in at €819.9 million, ahead of the €716 million average analyst forecast, as total revenue rose 20% year-on-year to €4.34 billion, surpassing the €4.16 billion consensus.

With respect to valuation, Hilton Grand Vacations remains a buy, even after a 30% price gain since my initial call. Despite macroeconomic headwinds and softer travel demand, HGV's contract-based model and affluent customer base provide insulation from inflation. Strong cash flow, prudent debt management, and growing loyalty membership underpin continued profitability and brand strength.

There is a lot you can do with $1,000. But if you want to get a step closer to sustainable wealth, consider putting that money to work in the stock market.

Chevron (CVX -1.11%) recently received some long-awaited news: The oil giant won its arbitration case against ExxonMobil (XOM -3.45%), enabling it to close its acquisition of Hess. The transformative transaction will create a top-tier integrated oil and gas company.

I rate Amplify CWP Growth & Income ETF a 'Hold' due to low implied volatility, limiting call-selling premium opportunities for income-focused investors. QDVO has outperformed QQQ and SPY since its August 2024 inception but has underperformed since the April 8 market low. The ETF is concentrated in large-cap growth, especially tech, with high income potential but notable liquidity and volatility risks.

I recommend a hold rating based on falling revenue and headwinds despite a turnaround signaled. Nike has a moat over its competitors, which justifies its high P/E, but the moat is fading and now suggests overvaluation. Next quarter's earnings for Nike are vital to show whether the turnaround will come to fruition.