L3Harris to Expand Solid Rocket Motor Production in Arkansas — Neutral

LHX   Business Wire — July 17, 2025

CAMDEN, Ark.--(BUSINESS WIRE)--L3Harris Technologies (NYSE: LHX) and Arkansas Gov. Sarah Huckabee Sanders have announced plans to construct an extensive large solid rocket motor (LSRM) production campus at the company's site in Camden. L3Harris is investing nearly half a billion dollars across its major production sites to support solid rocket motor production. “Arkansas is a great place for L3Harris to fortify the domestic solid rocket motor industrial base, with its dedicated workforce and st.

image for news L3Harris to Expand Solid Rocket Motor Production in Arkansas

EPR Properties: It's Time To Say Goodbye (Rating Downgrade) — Negative

EPR   Seeking Alpha — July 17, 2025

I've sold 84% of my EPR Properties position after strong gains, reallocating to new opportunities for better risk/reward. EPR's valuation gap has closed; the stock now trades at a higher P/AFFO than its 5-year average, making it less attractive for my contrarian investment style. While I trust EPR management and their resilience, the current price no longer fits my high-risk, value-seeking approach.

image for news EPR Properties: It's Time To Say Goodbye (Rating Downgrade)

Laura Martin, Needham analyst, joins CNBC's 'Squawk on the Street' to discuss expectations for Netflix earnings, how generative AI could change the use of capital, and more.

image for news Needham's Laura Martin: Here's what to expect for Netflix earnings after the bell

GE Aerospace beats the street, revenue better than expected — Positive

GE   CNBC Television — July 17, 2025

CNBC's Phil LeBeau joins 'Squawk on the Street' with the latest earnings news from GE Aerospace.

image for news GE Aerospace beats the street, revenue better than expected

Exclusive: Amazon's AWS cloud computing unit cuts jobs — Negative

AMZN   Reuters — July 17, 2025

Amazon cut jobs in its Amazon Web Services cloud computing unit Thursday, a spokesperson confirmed following a Reuters inquiry. Several groups within AWS were impacted.

image for news Exclusive: Amazon's AWS cloud computing unit cuts jobs

United Airlines was bullish on Wednesday about a 'strong finish' to the year as the carrier saw demand begin to rise earlier in the month amid decreased uncertainty.

image for news United Airlines says less uncertainty opens door to 'strong finish' to 2025

Zuckerberg and Meta investors reach settlement in $8B privacy case — Neutral

META   TechCrunch — July 17, 2025

Mark Zuckerberg and other current and former Meta executives have settled a lawsuit filed by a group of shareholders. They were seeking $8 billion for the damage the executives caused the company by allowing repeated violations of Facebook users' privacy in relation to the Cambridge Analytica scandal.

image for news Zuckerberg and Meta investors reach settlement in $8B privacy case

Tim Spence, Fifth Third Bancorp CEO, joins CNBC's 'Squawk on the Street' to discuss the company's most recent earnings, expectations for commercial loan growth, and much more.

image for news Fifth Third Bancorp CEO: We're seeing continued loan growth, revenue acceleration

Elevance Health, Inc. (ELV) Q2 2025 Earnings Call Transcript — Neutral

ELV   Seeking Alpha — July 17, 2025

Elevance Health, Inc. (NYSE:ELV ) Q2 2025 Earnings Conference Call July 17, 2025 8:30 AM ET Company Participants Felicia Farr Norwood - Executive VP & President of Government Health Benefits Gail Koziara Boudreaux - President, CEO & Director Mark Bradley Kaye - Executive VP & CFO Morgan Kendrick - Corporate Participant Nathan Allen Rich - Vice President of Investor Relations Peter David Haytaian - Executive VP and President of Carelon & CarelonRx Conference Call Participants Albert J. William Rice - UBS Investment Bank, Research Division Andrew Mok - Barclays Bank PLC, Research Division Ann Kathleen Hynes - Mizuho Securities USA …

image for news Elevance Health, Inc. (ELV) Q2 2025 Earnings Call Transcript

Is Amazon Really the Best Forever Stock for Your Portfolio? — Positive

AMZN   MarketBeat — July 17, 2025

Tech giant Amazon.com Inc NASDAQ: AMZN has been in full breakout mode since April's low, and the chart says it's not done yet. Shares are up nearly 40% from that bottom and are now closing in on February's all-time high.

image for news Is Amazon Really the Best Forever Stock for Your Portfolio?

Nova: Technological Leadership At A High Price — Positive

NVMI   Seeking Alpha — July 17, 2025

Nova Ltd. is a technology leader in semiconductor metrology, vital for advanced chip production and benefiting from AI, advanced packaging, and global chip investments. Financial health is outstanding: high margins, strong cash position, minimal debt, and excellent capital returns, supporting resilience and future growth. Valuation is stretched, with significant downside risk if growth slows, but catalysts like AI, new factories, and acquisitions justify a premium.

image for news Nova: Technological Leadership At A High Price

COP's Valuation Looks Attractive: Should You Bet on the Stock or Wait? — Positive

COP   Zacks Investment Research — July 17, 2025

COP trades at less than half the industry average EV/EBITDA, but uncertain output and oil prices cloud the upside.

image for news COP's Valuation Looks Attractive: Should You Bet on the Stock or Wait?

Wormhole selected as official multichain partner for accessing $958B 1 private markets investment manager's senior credit fund through the Senior Credit Opportunities Securitize Fund (SCOPE Access Fund), now live on Ethereum and Optimism via Securitize. GRAND CAYMAN, Cayman Islands , July 17, 2025 /PRNewswire/ -- Wormhole, a leading interoperability platform connecting traditional finance and the internet economy, has been selected as the official interoperability partner for SCOPE Access Fund, a tokenized feeder fund offering exposure to Hamilton Lane's Senior Credit Opportunities Fund (SCOPE), through its partnership with Securitize, a leading tokenized asset platform.

image for news Wormhole Powers Multichain Interoperability of Tokenized Access Fund for Hamilton Lane's SCOPE Fund with Securitize

TSMC is working to speed up chip production due to “strong interest” from its leading U.S. customers, CEO C.C. Wei said.

image for news Taiwan Semi is speeding up U.S. chip production due to demand, CEO says

BSV: Stability, Half-Term And Liquidity — Positive

BSV   Seeking Alpha — July 17, 2025

BSV offers diversified exposure to short-term investment-grade bonds, with low duration risk and a current yield to maturity of 4.0%. Performance is highly sensitive to yield curve shifts, especially in the 1–5 year segment; recent butterfly spreads are neutral, limiting short-term upside. Credit spreads for BBB bonds are at historic lows, and with the S&P 500 near highs, further credit compression is unlikely, capping appreciation potential.

image for news BSV: Stability, Half-Term And Liquidity

National leader in online homebuying opens two new home collections at Scenic Terrace in Polk County, FL HAINES CITY, Fla. , July 17, 2025 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—announced the grand opening of a new phase at Scenic Terrace, Century Complete's amenity-rich planned community straddling Haines City and Lake Hamilton in Central Florida.

image for news Century Complete Announces New Home Phase in Celebrated Central Florida Development

Intel Vs. TSMC: One To Trade, One To Own — Neutral

INTC  TSM   Seeking Alpha — July 17, 2025

There is a debate forming between TSMC versus Intel Corporation stock, and we're here to address the chatter. TSMC will continue to own the bulk of the foundry market, but we do see hope for INTC to be a solid second place player in foundry 2.0 with 18A. Our take is that both TSMC and Intel can be winners, over different time frames.

image for news Intel Vs. TSMC: One To Trade, One To Own

Strength Seen in Brighthouse Financial (BHF): Can Its 6.2% Jump Turn into More Strength? — Positive

BHF   Zacks Investment Research — July 17, 2025

Brighthouse Financial (BHF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

image for news Strength Seen in Brighthouse Financial (BHF): Can Its 6.2% Jump Turn into More Strength?

Perplexity CEO says Google's ad model is incompatible with AI agent future — Neutral

GOOG  GOOGL   Proactive Investors — July 17, 2025

Perplexity AI CEO Aravind Srinivas has critiqued Google's ad-based business model as fundamentally incompatible with the future of AI agents. In an ‘Ask Me Anything' (AMA) session on the social media platform Reddit on July 16 and related media interviews, the leader of the AI-powered search engine company argued that Google is limited by its dependence on paid clicks.

image for news Perplexity CEO says Google's ad model is incompatible with AI agent future

Keurig Dr Pepper (KDP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

image for news Keurig Dr Pepper, Inc (KDP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release