Nvidia, AMD set to benefit from China sales, Fed Chair Powell's future at stake — Positive
AMD NVDA Yahoo Finance — July 16, 2025Market Catalysts anchor Julie Hyman breaks down the latest market movers for July 16, 2025. Semiconductor chip manufacturers Nvidia and AMD are ready to sell their chips in China.
Duolingo Stock Posing Attractive Entry Points for Bulls — Positive
DUOL Schaeffers Research — July 16, 2025Shares of language learning platform Duolingo Inc (NASDAQ:DUOL) were last seen down 4.7% at $360.67, looking to extend their recent slide.
Rocket Lab's satellites and Mynaric terminals create a high-margin data network driving secure, recurring sovereign revenue streams. Gross margin stability is critical, with management targeting above 30% as high-value missions ramp in the second half. Neutron's success could unlock $5.6 billion in NSSL Phase 3 Line 1 revenue, but delays risk margin drag and cash burn.
The market often misinterprets price declines as value. For Elevance Health, I see a disconnect between market cap and long-term earnings potential. Health sector valuations have dropped sharply, but lower multiples reflect uncertainty, not necessarily increased risk for robust companies like ELV. Elevance Health stands out for its ability to manage industry uncertainties and is well-positioned for a valuation re-rating as confidence returns.
UiPath Stock Looks Like a Bargain Amid Discounted Valuation — Positive
PATH Zacks Investment Research — July 16, 2025PATH's discounted valuation, strong revenue growth and AI-driven automation focus make it a compelling play in enterprise tech.
Zuckerberg Faces Meta Shareholder Data Scandal Trial — Negative
META Bloomberg Technology — July 16, 2025Meta CEO Mark Zuckerberg is going to trial with shareholders over his management of the company's user data. Bloomberg's Riley Griffin discusses the case with Ed Ludlow on “Bloomberg Tech.
Morgan Stanley (NYSE:MS ) Q2 2025 Earnings Conference Call July 16, 2025 8:30 AM ET Company Participants Edward N. Pick - CEO & Chairman of the Board Sharon Yeshaya - Executive VP & CFO Conference Call Participants Daniel Thomas Fannon - Jefferies LLC, Research Division Devin Patrick Ryan - Citizens JMP Securities, LLC, Research Division Ebrahim Huseini Poonawala - BofA Securities, Research Division Erika Najarian - UBS Investment Bank, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division Michael Lawrence Mayo - Wells Fargo Securities, LLC, Research Division Operator Good morning.
BlackRock's stock bounces as Wall Street shrugs off a massive client redemption — Positive
BLK Market Watch — July 16, 2025BlackRock's stock was bouncing Wednesday as Wall Street brushed off any concerns over a large redemption by a client in Asia, and as CEO Larry Fink said business in Asia was “stronger than we ever imagined.”
Johnson & Johnson Stock Jumps on Strong Earnings, Higher Outlook — Positive
JNJ Investopedia — July 16, 2025Johnson & Johnson (JNJ) shares surged Wednesday after the company reported second-quarter results that topped estimates and the company lifted its full-year outlook.
Chime Financial is winning market share from traditional banks with a strong product-market fit and high member engagement. CHYM targets a vast, underserved market, with less than 5% penetration and a sticky primary account relationship driving usage and trust. Expansion into new liquidity products like MyPay and Instant Loans should drive significant upside in average revenue per active member (ARPAM).
Should You Buy, Sell or Hold MELI Stock After Trump's Tariff Pledge? — Negative
MELI Zacks Investment Research — July 16, 2025MercadoLibre faces tariff risk in Brazil and rising competition, but digital banking and ad growth may fuel long-term gains.
J.B. Hunt Q2 Earnings & Revenues Lag Estimates, Decrease Y/Y — Negative
JBHT Zacks Investment Research — July 16, 2025JBHT's second-quarter 2025 earnings and revenues decline year over year.
These three companies pay handsome dividends and also have AI exposure. They also don't come with nosebleed valuations.
Why Citigroup Is Still The Best Value Bet In Large-Cap Banking — Positive
C Benzinga — July 16, 2025Citigroup C has kicked off earnings season with strong second-quarter 2025 results, prompting several Wall Street analysts to reiterate positive ratings and raise price forecasts for the banking giant.
Netflix Set to Report Q2 Earnings: Buy, Sell or Hold NFLX Stock? — Positive
NFLX Zacks Investment Research — July 16, 2025NFLX's strong Q1 momentum continues with compelling Q2 catalysts, including Squid Game finale and ad platform expansion. Suggest a buy recommendation ahead of earnings.
VRT vs. GNRC: Which Data Center Infrastructure Stock Has an Edge Now? — Positive
GNRC VRT Zacks Investment Research — July 16, 2025Vertiv gains ground over Generac Holdings, driven by soaring AI demand, strong orders, and innovative cooling technology for next-generation data centers.
AMD's AI Chips Gain Ground in Data Centers: A Sign for More Upside? — Positive
AMD Zacks Investment Research — July 16, 2025Advanced Micro Devices' MI300 series gains traction in AI data centers, boosting revenues and drawing interest from tech giants like Meta.
Asana Is Now Available in the New AWS Marketplace AI Agents and Tools Storefront — Neutral
ASAN Business Wire — July 16, 2025SAN FRANCISCO--(BUSINESS WIRE)--Asana (NYSE: ASAN) (LTSE: ASAN), a leading work management platform for human + AI coordination, today announced its availability in the new AI Agents and Tools storefront in AWS Marketplace. This enables AWS customers to easily discover, buy, and deploy Asana using their AWS accounts, accelerating AI agent and agentic workflow development. The AI Agents and Tools storefront in AWS Marketplace serves as a centralized catalog for hundreds of AI solutions from trus.
