Rebel Roundup Newsletter For 7/27: Limited Version Due To Software Issues

I give up on using the editor to produce the Newsletter. Going forward, I will write in Word, paste images and not be subject to the gremlins that seem to like destroying my content. Below is the after the close and in the morning will paste the Morning Note here. Apologies as it was 90% done.

Geoff 

After The Close

Notable Earnings Out After The Close:

• Beats: FFIV +0.73, SANM +0.54, NUE +0.38, SSD +0.37, CLS +0.24, AMKR +0.22, PFG +0.16, APLD +0.13, AGYS +0.09, SUI +0.08, NTB +0.07, OPK +0.07, CDNS +0.06 of note. (+0.05 >)
• Misses: CINF -0.41, NE -0.14, BRO -0.01 of note.
• Flat: BRX, NVTS of note.

Winners From The Week: PMN +16.8%, OPK +8.1%, CLS +7.3%, APLD +5.5%, and CDNS +4.5%

Losers From The Week:  NE -6.7%, UHS -4.1%, BRO -3.4%.

News After The Close:

• Welltower (WELL) posts business update, directs investors to website.
• Red Robin Gourmet Burger (RRGB) said it is now serving Garage Beer Classic Light and Classic Lime at all U.S. locations, becoming the first national restaurant chain to carry the brand chainwide. The beer brand is co-owned by Jason and Travis Kelce; the rollout began July 21.
• Trump Administration is getting close to approving a new AI framework. (The Information)
• Lantheus (LNTH) – Curium nearing roughly $7 bln acquisition of Lantheus.
• 10Q Delays – None of note. 

Executive, Corporate Changes:

• KYMR names former Johnson & Johnson immunology leader Terence Rooney as CMO.
• EQIX names Chris Audie chief product officer, appoints Bruce Owen EVP of global markets. 

Buybacks of Note: None of note.

Dividend Info:

• ASML FAST PAYX CE NEXA goes Ex-Div Tuesday.
• goes Ex-Div Wednesday.
• SLDE board approved the start of a quarterly common dividend of $0.07/share.
• HWM increases quarterly cash dividend to $0.14/share from $0.12/share