Will Signet Jewelers' Brand Differentiation Fuel Long-Term Growth? — Positive
SIG Zacks Investment Research — July 17, 2025SIG's targeted brand strategy and lab-grown diamond push fuel Q1 growth and strengthen digital sales momentum.
Pennsylvania American Water Receives More than $48 Million in PENNVEST Funding for Statewide Water and Wastewater Infrastructure Improvement Projects — Neutral
AWK Business Wire — July 17, 2025MECHANICSBURG, Pa.--(BUSINESS WIRE)---- $AWK #WeKeepLifeFlowing--The Shapiro administration yesterday announced that Pennsylvania American Water was awarded grants and low-interest loans from the Pennsylvania Infrastructure Investment Authority (PENNVEST) totaling $48,840,000. The funding will support five water and wastewater infrastructure improvement projects in Butler, Chester, Lackawanna and Monroe counties. “At Pennsylvania American Water, we strive to provide our customers with high-quality, reliable water and wast.
This Ain't Your Grandpa's GE: Aerospace Engines Firing On All Cylinders — Positive
GE Seeking Alpha — July 17, 2025GE Aerospace is my fourth-largest holding, driven by its dominant 75% share in commercial aviation engines and robust secular growth in aerospace and defense. Recent blowout earnings—surging orders, revenue, and free cash flow—reinforce my conviction and highlight GE's operational excellence and industry leadership. Long-term guidance is stellar: double-digit annual revenue growth, $8.5B free cash flow by 2028, and $24B in shareholder returns by 2026.
Boeing Company BA is showing signs of steady momentum across its 737 and 787 programs in July, navigating through typical seasonal slowdowns and an initially sluggish start.
Qorvo Q1 Preview: Expecting A Quiet Report, Unless We Get A Surprise Outlook Update — Positive
QRVO Seeking Alpha — July 17, 2025Qorvo's Q1 results are expected to be quiet, with weak smartphone and automotive markets offset by growth in defense and aerospace segments. I'm closely watching management's guidance on mobile demand, 5G sales, and signs of recovery in global electronics, given heavy reliance on Apple. High-Performance Analog, especially defense and aerospace, is a bright spot with multi-year contracts and double-digit growth expected through 2026.
Millicom (Tigo) notice of second quarter 2025 results and video conference — Neutral
TIGO GlobeNewsWire — July 17, 2025Millicom (Tigo) notice of second quarter 2025 results and video conference Luxembourg, July 17, 2025 – Millicom expects to announce its second quarter 2025 results on August 7, 2025, via a press release. Millicom is planning to host a video conference for the global financial community on August 7, 2025, at 14:00 pm (Stockholm) / 13:00 (London) / 08:00 (Miami).
EPD Advances Backlog of Growth Projects: Will This Boost Margins? — Positive
EPD Zacks Investment Research — July 17, 2025Enterprise Products accelerates its $7.6B project pipeline with $6B in assets set to launch in 2025, boosting fee-based cash flow stability.
First Horizon Q2 Earnings Top Estimates as NII Rises, Expenses Decline — Positive
FHN Zacks Investment Research — July 17, 2025FHN's Q2 earnings beat estimates, fueled by rising NII, lower expenses and solid loan growth.
Walmart is reengineering its global supply chain with a focus on automation and real-time artificial intelligence (AI). “Proven U.S. technologies are now rolling out globally, enabling faster, smarter operations at scale,” the retail giant said in a news release Thursday (July 17).
Goldman Q2 Earnings Beat Estimates on Solid IB Business, Shares Rise — Positive
GS Zacks Investment Research — July 17, 2025GS surpasses Q2 earnings estimates as strong investment banking and record equities trading drive 15% revenue growth.
Pagaya Technologies Ltd.'s fundamentals, including robust Q2 preliminary results released this morning, justify its recent stock rally and ongoing re-rating. The company's AI-driven B2B lending platform is set for sustained, profitable growth, targeting network volume expansion from $10B to $25B over the next 3-5 years. Despite a 200%+ rally, Pagaya remains undervalued versus peers and on an absolute level, with a 5-year price target of $148.62 and expected CAGR of ~39%.
Citizens Financial Tops Q2 Estimates on Increased NII, Fee Income — Positive
CFG Zacks Investment Research — July 17, 2025CFG Q2 results benefit from higher net interest and fee income despite rising costs and falling deposits.
AstraZeneca's AL Amyloidosis Drug Misses Goal in Late-Stage Studies — Neutral
AZN Zacks Investment Research — July 17, 2025AZN's anselamimab fails to meet key goals in late-stage AL amyloidosis trials despite signs of subgroup benefit.
Roku Trades at a P/CF of 42.86X: Should You Still Buy the Stock? — Neutral
ROKU Zacks Investment Research — July 17, 2025ROKU trades at a P/CF of 42.86X. but its growing subs, ad reach, and tech moves may justify the premium valuation.
Cintas Corporation (CTAS) Q4 2025 Earnings Call Transcript — Neutral
CTAS Seeking Alpha — July 17, 2025Cintas Corporation (NASDAQ:CTAS ) Q4 2025 Results Conference Call July 17, 2025 10:00 AM ET Company Participants James N. Rozakis - Executive VP & COO Jared S.
Amazon slashing hundreds of jobs at AWS cloud unit — month after CEO says AI will spur layoffs: report — Negative
AMZN New York Post — July 17, 2025Amazon joined a growing list of firms, including Microsoft, Meta, and CrowdStrike in announcing layoffs this year.
Final Trades: Kinross Gold Corp, Cintas and Amazon — Neutral
AMZN CTAS KGC CNBC Television — July 17, 2025The Investment Committee give you their top stocks to watch for the second half.
STN vs. UMAC: Which Infrastructure Innovator Has More Upside? — Positive
STN UMAC Zacks Investment Research — July 17, 2025Stantec stands out over Unusual Machines with stronger global growth, better margins and a much cheaper valuation for investors.
Small Biz, Big Roadblocks: Mastercard to Smoothen Cross-Border Ride — Neutral
MA Zacks Investment Research — July 17, 2025MA is set to leverage its Move platform to ease cross-border pain points and grow transaction volumes to benefit SMEs across Latin America.
How is MELI Holding its Lead in LATAM's Acquiring Business Space? — Positive
MELI Zacks Investment Research — July 17, 2025MercadoLibre tightens its fintech grip in LATAM by deepening ecosystem ties and doubling down on small business support.
