Alphabet price target raised on strong AI adoption, Waymo valuation — Positive
GOOG GOOGL Proactive Investors — July 09, 2025Oppenheimer raised its price target on Alphabet Inc (NASDAQ:GOOG) to $220 from $200, citing strong consumer adoption of the tech giant's AI Mode and a bullish valuation outlook for its self-driving unit Waymo. The brokerage, which reiterated its "Outperform" rating, said a recent survey of US adults showed Alphabet's AI Mode is increasingly seen as superior to both traditional Google Search and OpenAI's ChatGPT among users familiar with the technology.

Enterprise (EPD) Raises Distribution, Announces 2Q Buybacks — Positive
AMLP ENFR ETF Trends — July 09, 2025Enterprise Products Partners (EPD), a top holding in SS&C ALPS Advisors' energy infrastructure ETFs, continues to demonstrate a commitment to shareholder returns. Recent announcements regarding EPD's distribution growth and buyback program underscore the MLP's solid positioning despite volatile energy prices.

Shareholder Alert: Robbins LLP Informs Investors of the Centene Corporation Class Action — Neutral
CNC GlobeNewsWire — July 09, 2025SAN DIEGO, July 09, 2025 (GLOBE NEWSWIRE) -- Robbins LLP informs stockholders that a class action was filed on behalf of investors who purchased or otherwise acquired Centene Corporation (NYSE: CNC) securities between December 12, 2024 and June 30, 2025. Centene describes itself as a leading healthcare enterprise that is committed to helping people live healthier lives.

DOJ questions ex-UnitedHealth doctors in probe into Medicare fraud: report — Negative
UNH New York Post — July 09, 2025The investigation, which dates back to at least last summer, concerns alleged efforts to encourage staffers to record certain diagnoses that trigger higher payments under Medicare Advantage, according to a report.

Aehr Systems: Unwarranted Reaction To Q4 Earnings Results, But Short Term Does Look Bad — Negative
AEHR Seeking Alpha — July 09, 2025Aehr Systems' Q4 results disappointed due to tariff uncertainty and sharp sales declines, especially in WaferPak, though packaged burn-in systems showed strength from AI demand. The company maintains a strong cash position with no debt, providing some cushion against ongoing volatility and negative sentiment in the market. Tariff risks and the end of US EV tax credits will likely prolong weakness in the EV segment, but AI-driven growth offers a promising offset.

Interactive Strength Inc. (Nasdaq: TRNR) Receives "Buy" Rating and $15 Price Target in Maxim Group Research Initiation — Neutral
FET TRNR Accesswire — July 09, 2025First comprehensive sell-side report on TRNR cites more than 800% growth in expected 2025 revenue Valuation driven by stock-for-stock M&A model and potential crypto-treasury upside AUSTIN, TEXAS / ACCESS Newswire / July 9, 2025 / Interactive Strength Inc. (Nasdaq:TRNR) ("TRNR" or the "Company"), maker of innovative specialty fitness equipment under the Wattbike, CLMBR and FORME brands and pending acquirer of Sportstech, today announced that Maxim Group LLC, a leading New-York-based investment bank, has initiated equity research coverage on TRNR with a "Buy" recommendation and a price target of $15.00 per share, based on its independent assessment of the Company's potential …

Valero: California Refinery Shutdown Crisis May Spread Nationally (Upgrade) — Neutral
VLO Seeking Alpha — July 09, 2025Valero Energy Corporation's price has compressed since I last covered it, as investors have shifted toward a more realistic crack spread outlook. The crack spread has risen again following refinery shutdowns, continuing the post-2020 trend toward lower gasoline and diesel production capacity. Given that capital and skilled labor costs are rising nationally, while EV sales are high, refiners are reluctant to invest, potentially indicating accelerated capacity declines.

VICI: A 5.3% Yield With Inflation Protection And Room To Grow — Positive
VICI Seeking Alpha — July 09, 2025VICI offers a steady, growing dividend supported by strong cash flows and disciplined payout management. With 90% of leases tied to CPI by 2035, VICI provides built-in protection against long-term inflation risk. Valuation is fair at 14x forward AFFO, with a sustainable payout ratio and prudent balance sheet, supporting ongoing dividend safety and growth.

3 Stocks Poised to be 2025 Winners, According to UBS — Positive
COST ORLY WMT 24/7 Wall Street — July 09, 2025UBS recently revealed some of its top retail stock picks that could outperform the S&P 500 for 2025.

Sky-high U.S. copper tariffs could drive fresh all-time high prices and renewed inflation – LPL Financial's Turnquist — Negative
CPER JJC Kitco — July 09, 2025Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

GPIQ offers high-yield income via a dynamic covered call strategy, appealing in today's low-yield, high-valuation market environment. The fund's active management allows flexible call coverage (25%-75%), balancing income with upside participation based on market conditions and volatility. Performance has outpaced peers since inception, but its track record is short and untested in a true bear market, raising long-term durability questions.

DoubleVerify to Announce Second Quarter 2025 Financial Results on August 5, 2025 — Neutral
DV Business Wire — July 09, 2025NEW YORK--(BUSINESS WIRE)--DoubleVerify (“DV”) (NYSE: DV), a leading software platform for digital media measurement, data and analytics, today announced that it will report second quarter 2025 financial results after the market close on Tuesday, August 5, 2025. Management will host a conference call and webcast to discuss DV's financial results, recent developments and business outlook at 4:30 p.m. ET following the release of the financial results. What: DoubleVerify Second Quarter 2025 Financ.

PJT stands to gain from an M&A upswing. The company is also uniquely protected in a downturn. Valuations have recovered but remain well justified by the fundamentals.

Dan Niles, Niles Investment Management founder and portfolio manager, joins CNBC's ‘The Exchange' to discuss why he remains bullish on Nvidia, the role of artificial intelligence in Nvidia's growth, and more.

Another milestone was reached during today's trading session after Nvidia (NVDA) became the first company to hit $4 trillion in market cap. As Marley Kayden explains, the A.I.

Exclusive: OpenAI to release web browser in challenge to Google Chrome — Positive
GOOG GOOGL Reuters — July 09, 2025OpenAI is close to releasing an AI-powered web browser that will challenge Alphabet's market-dominating Google Chrome, three people familiar with the matter told Reuters.

Calidi Biotherapeutics Announces Exercise of Warrants for $4.6 Million of Gross Proceeds — Neutral
CLDI GlobeNewsWire — July 09, 2025SAN DIEGO, July 09, 2025 (GLOBE NEWSWIRE) -- Calidi Biotherapeutics, Inc. (“Calidi” or the “Company”) (NYSE American: CLDI), a clinical-stage biotechnology company pioneering the development of targeted therapies with the potential to deliver genetic medicines to distal sites of disease, today announced the entry into a definitive agreement for the immediate exercise of certain outstanding Series A, Series B-1, Series C-1, Series D, Series E and Series F Warrants (the “Existing Warrants”) to purchase up to an aggregate of 6,595,000 shares of the Company's common stock at a reduced exercise price of $0.70. The gross proceeds to the Company from …

Sector expert Dan Rayburn on the streaming industry rapidly evolving with asset spin-offs, rising prices, and increased ad loads, making ARPU and profitability key investor metrics. Netflix is still king, leading in profitability, international growth, and ad-supported revenue, while adapting quickly to market shifts.
