J&J Expects Oncology Sales of USD 50B by 2030: Can It Achieve the Goal? — Neutral

JNJ   Zacks Investment Research — July 18, 2025

JNJ eyes $50B in oncology sales by 2030, driven by drugs like Darzalex, Erleada, new launches including Carvykti and Tecvayli, and its cancer pipeline.

image for news J&J Expects Oncology Sales of USD 50B by 2030: Can It Achieve the Goal?

Jason Helfstein, Oppenheimer senior internet analyst, joins 'Money Movers' to discuss his takeaways from Netflix's q2 earnings.

image for news Oppenheimer's Jason Helfstein gives his read on Netflix's outlook post q2 earnings beat

Law Offices of Frank R. Cruz Encourages Biohaven Ltd. — Neutral

BHVN   Business Wire — July 18, 2025

LOS ANGELES--(BUSINESS WIRE)--Law Offices of Frank R. Cruz Encourages Biohaven Ltd. (BHVN) Investors To Inquire About Securities Fraud Class Action.

image for news Law Offices of Frank R. Cruz Encourages Biohaven Ltd.

Comerica Q2 Earnings Top Estimates on Strength in NII & Loan Growth — Positive

CMA   Zacks Investment Research — July 18, 2025

CMA tops Q2 earnings estimates as NII jumps nearly 8% and loan balances climb, despite asset quality concerns.

image for news Comerica Q2 Earnings Top Estimates on Strength in NII & Loan Growth

American Express sees record member spending. Here's what we know — Positive

AXP   CNBC Television — July 18, 2025

CNBC's Hugh Son joins 'Money Movers' to discuss takeaways from American Express' earnings call.

image for news American Express sees record member spending. Here's what we know

Strength Seen in StepStone Group (STEP): Can Its 6.0% Jump Turn into More Strength? — Positive

STEP   Zacks Investment Research — July 18, 2025

StepStone Group (STEP) 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 Strength Seen in StepStone Group (STEP): Can Its 6.0% Jump Turn into More Strength?

Markets Await Consumer Sentiment Reading — Neutral

AXP  MMM  SCHW   Zacks Investment Research — July 18, 2025

Pre-market futures are up again as a very eventful trading week winds to a close. The Dow is currently +0.12%, the S&P 500 is +0.09% and the Nasdaq +0.16% at this hour.

image for news Markets Await Consumer Sentiment Reading

Regions Financial: Tech Investments Drove 10% YOY Revenue Growth — Positive

RF   PYMNTS — July 18, 2025

Regions Financial Corp.'s investments in technology and talent drove 10% year-over-year growth in revenue in the second quarter, bringing the regional bank's total revenue for the quarter to $1.9 billion, according to a Friday (July 18) earnings release.

image for news Regions Financial: Tech Investments Drove 10% YOY Revenue Growth

Sarepta shares sink on 3rd patient death amid restructuring statement — Negative

SRPT   CNBC Television — July 18, 2025

CNBC's Angelica Peebles joins 'Squawk on the Street' with the latest news on Sarepta following a patient death.

image for news Sarepta shares sink on 3rd patient death amid restructuring statement

F.N.B. Corporation (FNB) Q2 2025 Earnings Call Transcript — Neutral

FNB   Seeking Alpha — July 18, 2025

F.N.B. Corporation (NYSE:FNB ) Q2 2025 Earnings Conference Call July 18, 2025 8:30 AM ET Company Participants Christopher Chan - Executive VP & Chief Strategy Officer of First National Bank of Pennsylvania Gary Lee Guerrieri - Chief Credit Officer Lisa Hajdu - Corporate Participant Vincent J. Calabrese - Chief Financial Officer Vincent J.

image for news F.N.B. Corporation (FNB) Q2 2025 Earnings Call Transcript

Charles Schwab CEO: Advisor and retail channels are both sources of growth — Positive

SCHW   CNBC Television — July 18, 2025

Rick Wurster, Charles Schwab CEO, joins 'Money Movers' to discuss the company's earnings, what's contributing to growth and the impact of crypto.

image for news Charles Schwab CEO: Advisor and retail channels are both sources of growth

Fed governor Waller pushes for rate cut, Chevron completes Hess acquisition — Positive

CVX  HES   Yahoo Finance — July 18, 2025

Here is what you may have missed on Morning Brief on Friday, July 18. Federal Reserve governor Christopher Waller says he would like to see the central bank cut rates at its July meeting, putting him in conflict with other FOMC members who want to wait on cuts.

image for news Fed governor Waller pushes for rate cut, Chevron completes Hess acquisition

Iovance Biotherapeutics, Inc. stock is down nearly 30% since my "sell" recommendation in April. Q1 earnings disappointed, with Amtagvi sales underperforming the Street's expectations and guidance revised downward. The impending approval of a rival therapy in the advanced melanoma space - Replimmune's RP1 - is another cause for concern.

image for news Iovance: I'm Switching From Sell To Buy Despite Likely Approval For Rival Drug

QQQI ETF: I See Better Hiding Places Amid Record NASDAQ Levels — Positive

QQQI   Seeking Alpha — July 18, 2025

QQQI piqued my interest as rising NASDAQ valuations make covered-call funds attractive. But I see better alternatives such as QYLD and JEPQ. Compared to these funds, QQQI has higher fees and lower liquidity.

image for news QQQI ETF: I See Better Hiding Places Amid Record NASDAQ Levels

KLA Stock, Quanta Form This Chart Pattern, Giving The Green Light To Buy — Neutral

KLAC   Investors Business Daily — July 18, 2025

KLA stock and Quanta Services both flashed new buy points after big moves higher.

image for news KLA Stock, Quanta Form This Chart Pattern, Giving The Green Light To Buy

ETFs to Capitalize on TSM's Impressive Q2 Earnings — Positive

TSM   Zacks Investment Research — July 18, 2025

TSM's blowout Q2 performance fuels gains for ETFs like SPWO, SPTE, SMH, MEMX, and EMM, all heavily exposed to the AI chip leader.

image for news ETFs to Capitalize on TSM's Impressive Q2 Earnings

Webster Financial Tops Q2 Earnings on Higher Fee Income, Stock Gains — Positive

WBS   Zacks Investment Research — July 18, 2025

WBS stock climbs after Q2 earnings top forecasts, fueled by rising fee income, NII and improved profitability.

image for news Webster Financial Tops Q2 Earnings on Higher Fee Income, Stock Gains

The slumping greenback will be a key tailwind to second-quarter earnings.

image for news A Weak Dollar Has Added Heft to S&P 500 Earnings. A Flip Could Be Coming.

Paul Sankey gives his read on Chevron's acquisition of Hess — Neutral

CVX  HES   CNBC Television — July 18, 2025

Paul Sankey, Sankey Research lead analyst, joins 'Money Movers' to discuss Chevron closing on the Hess acquisition and what it means for the company and on the oil sector.

image for news Paul Sankey gives his read on Chevron's acquisition of Hess

Sprouts Farmers Market: Shares Offer Little To No Upside — Positive

SFM   Seeking Alpha — July 18, 2025

Sprouts Farmers Market is delivering impressive growth in revenue, profitability, and store count, with strong digital and private label expansion. Despite robust fundamentals and a net cash position, I view shares as expensive both absolutely and relative to peers, limiting upside. Management's aggressive growth plans and loyalty initiatives are promising, but valuation remains a concern even with optimistic guidance.

image for news Sprouts Farmers Market: Shares Offer Little To No Upside