--- title: "Benzinga Bulls And Bears: T-Mobile, LendingTree, Molina Healthcare — And Trade Deal Optimism Boosts Markets" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/250246909.md" description: "Benzinga reports on the recent market rally driven by new trade deals, pushing the S&P 500 and Nasdaq to record highs. Investor sentiment remains positive despite political tensions and speculation about Federal Reserve independence. Notable bullish stocks include T-Mobile, which exceeded Q2 estimates, and LendingTree, signaling stronger growth. Conversely, Molina Healthcare's disappointing earnings and guidance negatively impacted its stock and others in the sector. The FDA's rejection of Replimune's drug also led to a significant drop in its shares. Overall, the market is closely monitoring U.S.–EU trade negotiations and economic data." datetime: "2025-07-26T12:00:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/250246909.md) - [en](https://longbridge.com/en/news/250246909.md) - [zh-HK](https://longbridge.com/zh-HK/news/250246909.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/250246909.md) | [English](https://longbridge.com/en/news/250246909.md) # Benzinga Bulls And Bears: T-Mobile, LendingTree, Molina Healthcare — And Trade Deal Optimism Boosts Markets Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories. Wall Street rallied as a wave of new trade deals — including agreements with Japan, Indonesia, and the Philippines — fueled optimism, pushing the **S&P 500** and **Nasdaq** to fresh record highs. President **Donald Trump** escalated pressure on Federal Reserve Chair **Jerome Powell** during an in-person visit, demanding lower rates in light of trade easing. Investor sentiment remained upbeat despite rising political friction. Treasury yields increased modestly on speculation about compromised Fed independence, amid calls from influential voices like **Mohamed El‑Erian** suggesting Powell resign to preserve central bank autonomy. Looking ahead, markets are watching progress in U.S.–EU trade negotiations — including a meeting between Trump and **Ursula von der Leyen** — and upcoming economic data. Investor focus is also on whether pressure on the Fed may influence its rate path or institutional reputation. Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look. **The Bulls** **"Google stock roars as analysts race to raise price targets"**, by **Chris Katje**, reports that **Alphabet Inc.** GOOGL delivered its tenth straight quarter of earnings beats — including $96.43 billion in Q2 revenue and $2.31 EPS — prompting firms to raise their price targets on strength in AI‑driven growth across Cloud, Search, and Ads. **"T‑Mobile stock climbs after Q2 results ‘crushed' growth records"**, by **Erica Kollmann**, reports that **T‑Mobile US Inc.** TMUS beat Q2 estimates with $2.84 EPS and $21.13 billion in revenue, added a record 1.7 million postpaid customers — driving upwardly revised FY2025 guidance — and sent shares higher. **"LendingTree stock climbs as company signals stronger growth ahead"**, by **Akanksha Bakshi**, reports that **LendingTree Inc.** TREE shares rose after the company highlighted improving lead quality and customer acquisition metrics — citing momentum in core marketplaces and new verticals as drivers of expected stronger growth ahead. For additional bullish calls of the past week, check out the following: _Capital One Stock Climbs On Strong Q2 EPS, Despite Revenue Miss_ _Coursera Stock Rockets 20% Higher After Q2 Earnings Report: Here's Why_ Trending Investment Opportunities _QuantumScape Announces Better-Than-Expected Q2 Results, Expands Collaboration With PowerCo_ **The Bears** **"Centene, Cigna, Others Drop As Molina's Results Rattle Sector"**, by **Vandana Singh**, reports that **Molina Healthcare Inc.** MOH missed Q2 earnings expectations — posting $5.48 EPS vs. $6.21 consensus — even as revenue topped estimates, and slashed its 2025 EPS guidance to just over $19 (from $21.50-$22.50), sending shares of **Centene Corp.** CNC, **The Cigna Group** CI, **CVS Health Corp.** CVS, **Humana Inc.** HUM, and others sharply lower on concerns about medical cost trends and sector-wide risk. **"FDA rejects Replimune's blood cancer drug, stock sinks"**, by **Erica Kollmann**, reports that **Replimune Group Inc.** REPL shares plunged after the FDA rejected the company's investigational oncolytic virus therapy for blood cancers, citing deficiencies in clinical data and risk-benefit analysis — prompting investor concern about future development timelines and capital needs. **"Viking Therapeutics stock slides after company misses Q2 earnings estimates"**, by **Adam Eckert**, reports that **Viking Therapeutics Inc.** VKTX shares tumbled after reporting a Q2 loss of $0.58 per share — wider than the expected $0.46 loss — while R&D expenses surged to $60.2 million and the company ended the quarter with $808 million in cash. For more bearish takes, be sure to see these posts: _C3 AI Stock Is Tumbling Thursday: What's Going On?_ _Is A Stock Market Crash Imminent? Bubble Warnings Grow Louder_ _MARA Holdings Stock Is Moving Lower Wednesday: Here's Why_ _Keep up with all the latest breaking news and trading ideas by following_ _Benzinga_ _on X__._ _Image created using artificial intelligence via Midjourney._ ### 相關股票 - [LendingTree (TREE.US)](https://longbridge.com/zh-HK/quote/TREE.US.md) - [T-Mobile US (TMUS.US)](https://longbridge.com/zh-HK/quote/TMUS.US.md) - [OP/USD (OPUSD.VAHK)](https://longbridge.com/zh-HK/quote/OPUSD.VAHK.md) ## 相關資訊與研究 - [Prosafe Posts 96% Fleet Utilisation and Signals Optimism on Offshore Demand](https://longbridge.com/zh-HK/news/280122124.md) - [Nvidia, T-Mobile and partners integrate physical AI applications on AI-RAN-ready infrastructure](https://longbridge.com/zh-HK/news/279330330.md) - [Archer’s UAE Certification Milestone And Starlink Deal Test Investor Optimism](https://longbridge.com/zh-HK/news/277810325.md) - [08:44 ETRakuten Announces Optimism 2026 in the US](https://longbridge.com/zh-HK/news/276743998.md) - [Here's How Much $100 Invested In T-Mobile US 10 Years Ago Would Be Worth Today](https://longbridge.com/zh-HK/news/271286006.md)