I rate Carrier Global a buy, driven by its transformation into a pure-play climate/energy solutions leader with strong structural growth drivers. CARR's focused portfolio and top-three market positions enable it to capitalize on decarbonization, electrification, and surging AI-driven data center demand. The aftermarket business offers a resilient, high-margin growth engine, with significant untapped potential from existing installed units and digital service expansion.
GPN eyes long-term gains with the Worldpay deal and strong cash flow, even as shares drop 26.9% year to date.
e.l.f. Beauty's $1B Rhode acquisition and transparent price hikes showcase its agility and pricing power, even amid tariff and integration risks. The brand dominates Gen Z mindshare, scales internationally with asset-light efficiency, and leverages digital-native strategies for rapid growth. Despite slower sales growth, e.l.f. maintains strong margins, robust cash flow, and manageable leverage, justifying its premium valuation.
Abacus Global Management (NASDAQ:ABL) announced that it has filed a lawsuit against Coventry First LLC and its chairman, Alan Buerger, alleging a coordinated campaign to defame the company and damage its business through anticompetitive practices. The complaint was filed in Florida's Ninth Circuit Court.
MIAMI, July 02, 2025 – PRISM MediaWire – NextNRG, Inc. (Nasdaq: NXXT), a pioneer in AI-driven energy innovation transforming how energy is produced, managed, and delivered through its Next Utility Operating System®, smart microgrids, wireless EV charging, and mobile fuel delivery, today announced a strategic advisory agreement with Goldfarb Management Services, LLC.
iShares Core Equity ETF Portfolio offers Canadian investors a low-cost, all-in-one global equity ETF with automatic rebalancing and strong diversification, prioritizing North American markets. With a 0.20% management expense ratio and a stable 2.05% dividend yield, XEQT is cheaper and has slightly outperformed its main competitor, VEQT. Since inception, XEQT has delivered a robust 12.08% annual return, closely tracking its benchmark and maintaining a conservative risk profile versus peers.
Chinese AI models are becoming more popular worldwide, testing American superiority.
KO's pricing power fuels growth despite inflation, but rising price sensitivity may test its dominance ahead.
Elbit Systems is a top Israeli defense tech firm, evolving from computers to a diversified military supplier through strategic mergers and acquisitions. The company operates across aerospace, cyber, electronic warfare, land systems, and a strong U.S. presence, ensuring broad market reach. ESLT's business model relies on long-term government contracts, creating a robust $23.1 billion order backlog and stable future revenue.
PG leans on pricing, cost efficiency, productivity and brand strength to protect margins as global volatility clouds earnings outlook.
BEEM forms Beam Middle East LLC with Platinum Group UAE to drive EV and energy tech growth in the region.
Global Medical REIT offers attractive leverage to potential Fed rate cuts, with significant recovery upside if refinancing pressures ease and rates get cut. Global Medical REIT trades at a compelling discount to equity, boasts a solid balance sheet, and maintains a high dividend yield even after a recent cut. Key risks include a major 2026 debt maturity and possible further dividend cuts if refinancing rates remain elevated, but long-term prospects are positive.