Is Sterling Infrastructure Still a Buy at Premium Valuation? — Positive
STRL Zacks Investment Research — July 03, 2025STRL trades at a premium to peers, but is its strong growth in high-demand sectors enough to justify the price? Read on to find out.

Rivian's Q2 Deliveries Dip Amid Shift to 2026 Model-Year Vehicles — Neutral
RIVN Zacks Investment Research — July 03, 2025RIVN's Q2 deliveries drop 22% as it prepares for 2026 models. However, a $1B Volkswagen investment fuels future growth.

Transaction in Own Shares 3 July, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 3 July, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 03/07/2025 608,764 £26.3800 £26.1800 £26.2498 LSE GBP 03/07/2025 143,187 £26.3800 £26.1850 £26.2520 Chi-X (CXE) GBP 03/07/2025 63,049 £26.3800 £26.1850 £26.2478 BATS (BXE) GBP 03/07/2025 426,420 €30.7550 €30.4950 …

Joby Aviation CEO on UAE delivery: This is a huge milestone for us — Positive
JOBY CNBC Television — July 03, 2025JoeBen Bevirt, Joby Aviation CEO, joins CNBC's 'Squawk on the Street' to discuss the company's first aircraft delivery in the UAE.

Is Orchid Stock Worth Buying for Its Lucrative 20.3% Dividend Yield? — Positive
ORC Zacks Investment Research — July 03, 2025ORC offers a staggering 20.3% dividend yield, but is its lofty valuation a red flag for cautious investors? Read on to find out.

AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy? — Positive
AMAT KLAC Zacks Investment Research — July 03, 2025KLAC rides AI-driven demand with strong gains in advanced packaging, outpacing AMAT's slower growth and China headwinds.

TUA offers duration exposure in the T-bond market. The ETF has done well this year, as markets still price in more rate cuts in the next couple of years. The Fed may not meet the current market outlook on rate cuts if inflation or economic weakness don't materialize.

VettaFi's Head of Research Todd Rosenbluth discussed the ALPS Sector Dividend Dogs ETF (SDOG) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” VettaFi.com is owned by VettaFi LLC (“VettaFi”).

Should You Buy DAL Stock Now After Recent Dividend Hike? — Neutral
DAL Zacks Investment Research — July 03, 2025Delta Air Lines' DAL board of directors recently announced a 25% hike in its quarterly dividend payout, raising this airline heavyweight's quarterly cash dividend to 18.75 cents per share (75 cents annualized) from 15 cents (60 cents annualized).

Microvast Soars 850% in a Year: Should Investors be Onboard Now? — Positive
MVST Zacks Investment Research — July 03, 2025Microvast Holdings MVST shares have skyrocketed 849.7% in a year, outperforming the 38.3% rise of its industry and 12.9% growth in the Zacks S&P 500 Composite.

FUND: 6% Managed Distribution Policy On A Unique Portfolio — Positive
FUND Seeking Alpha — July 03, 2025Sprott Focus Trust offers unique, materials-heavy exposure with a mid-cap value tilt, but trades at a regular double-digit discount. Insider ownership exceeds 50%, making activist intervention unlikely and discount closure improbable unless management initiates change. The fund operates with a managed 6% distribution policy, and thanks to the discount, the distribution rate on the share price is closer to 7%.

CoreWeave Becomes First Hyperscaler to Deploy NVIDIA GB300 NVL72 Platform — Neutral
CRWV PRNewsWire — July 03, 2025LIVINGSTON, N.J., July 3, 2025 /PRNewswire/ -- CoreWeave (Nasdaq: CRWV), the AI Hyperscaler™, today announced it is the first AI cloud provider to deploy the latest NVIDIA GB300 NVL72 systems for customers, with plans to significantly scale deployments worldwide.

Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is nearing a $4 trillion market capitalization, driven by soaring demand for its AI chips and strong investor enthusiasm around artificial intelligence technology. As of early July, Nvidia's market cap stands at approximately $3.9 trillion.

SCHY Vs. IDVO: Don't Dismiss These Monthly Income ETFs Too Quickly — Neutral
IDVO SCHY Seeking Alpha — July 03, 2025SCHY offers low-cost, stable international dividend income, ideal for conservative investors seeking reliability, tax clarity, and capital preservation in uncertain markets. IDVO provides higher monthly yield via covered calls and return of capital, suiting aggressive, income-focused investors comfortable with higher risk and NAV erosion. Both funds diversify away from U.S. market risk, which is valuable given current overvaluations and global uncertainties, but serve distinct portfolio roles.

Gold and Silver Forecast for Q3 2025 — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — July 03, 2025Gold and silver both look positive as we head into the third quarter of 2025. At this point, it is the Federal Reserve that people will be watching, as well as geopolitical issues around the world.

Globus Medical shares have reset after a soft Q1 and Nevro acquisition, making valuations more attractive despite near-term dilution. The company's strong growth, driven by NuVasive integration and product launches, is offset by margin compression and recent earnings guidance cuts. A $500M buyback, net cash position, and sales multiples below 3x provide downside support and renewed appeal after a 25-30% share price pullback.

3 Must-Watch U.S. Airline Stocks Ahead of a Busy July 4 Weekend — Positive
ALGT DAL SKYW Zacks Investment Research — July 03, 2025Riding on an upbeat air travel demand scenario, SKYW, DAL, and ALGT are likely to attract significant traffic over the Independence Day holiday period.

CAVA Gains 12% in 5 Trading Sessions: Bullish Signals for the Stock? — Positive
CAVA Zacks Investment Research — July 03, 2025CAVA gains nearly 12% in five sessions as traffic climbs, loyalty grows and store expansion beats expectations.

Nonfarm Payrolls Exceed Estimates in June.

Is Strong Demand for Pickups the Secret to Ford's Q2 Delivery Growth? — Neutral
F Zacks Investment Research — July 03, 2025F's U.S. sales rise 14.2% in Q2, fueled by strong pickup and hybrid demand, lifting its market share to 14.3%.
