Is Sterling Infrastructure Still a Buy at Premium Valuation? — Positive

STRL   Zacks Investment Research — July 03, 2025

STRL 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.

image for news Is Sterling Infrastructure Still a Buy at Premium Valuation?

Rivian's Q2 Deliveries Dip Amid Shift to 2026 Model-Year Vehicles — Neutral

RIVN   Zacks Investment Research — July 03, 2025

RIVN's Q2 deliveries drop 22% as it prepares for 2026 models. However, a $1B Volkswagen investment fuels future growth.

image for news Rivian's Q2 Deliveries Dip Amid Shift to 2026 Model-Year Vehicles

Transaction in Own Shares — Neutral

SHEL   GlobeNewsWire — July 03, 2025

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 …

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Joby Aviation CEO on UAE delivery: This is a huge milestone for us — Positive

JOBY   CNBC Television — July 03, 2025

JoeBen Bevirt, Joby Aviation CEO, joins CNBC's 'Squawk on the Street' to discuss the company's first aircraft delivery in the UAE.

image for news Joby Aviation CEO on UAE delivery: This is a huge milestone for us

Is Orchid Stock Worth Buying for Its Lucrative 20.3% Dividend Yield? — Positive

ORC   Zacks Investment Research — July 03, 2025

ORC offers a staggering 20.3% dividend yield, but is its lofty valuation a red flag for cautious investors? Read on to find out.

image for news Is Orchid Stock Worth Buying for Its Lucrative 20.3% Dividend Yield?

AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy? — Positive

AMAT  KLAC   Zacks Investment Research — July 03, 2025

KLAC rides AI-driven demand with strong gains in advanced packaging, outpacing AMAT's slower growth and China headwinds.

image for news AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy?

TUA: The Tao Of T-Bonds — Neutral

TUA   Seeking Alpha — July 03, 2025

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.

image for news TUA: The Tao Of T-Bonds

ETF of the Week: ALPS Sector Dividend Dogs ETF (SDOG) — Neutral

SDOG   ETF Trends — July 03, 2025

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”).

image for news ETF of the Week: ALPS Sector Dividend Dogs ETF (SDOG)

Should You Buy DAL Stock Now After Recent Dividend Hike? — Neutral

DAL   Zacks Investment Research — July 03, 2025

Delta 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).

image for news Should You Buy DAL Stock Now After Recent Dividend Hike?

Microvast Soars 850% in a Year: Should Investors be Onboard Now? — Positive

MVST   Zacks Investment Research — July 03, 2025

Microvast 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.

image for news Microvast Soars 850% in a Year: Should Investors be Onboard Now?

FUND: 6% Managed Distribution Policy On A Unique Portfolio — Positive

FUND   Seeking Alpha — July 03, 2025

Sprott 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%.

image for news FUND: 6% Managed Distribution Policy On A Unique Portfolio

LIVINGSTON, 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.

image for news CoreWeave Becomes First Hyperscaler to Deploy NVIDIA GB300 NVL72 Platform

Nvidia nearing historic $4T market cap — Positive

NVDA   Proactive Investors — July 03, 2025

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.

image for news Nvidia nearing historic $4T market cap

SCHY Vs. IDVO: Don't Dismiss These Monthly Income ETFs Too Quickly — Neutral

IDVO  SCHY   Seeking Alpha — July 03, 2025

SCHY 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.

image for news SCHY Vs. IDVO: Don't Dismiss These Monthly Income ETFs Too Quickly

Gold and Silver Forecast for Q3 2025 — Positive

AAAU  DGL  DGP  GLD  GLDM  IAU  IAUF  OUNZ  UGL   FXEmpire — July 03, 2025

Gold 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.

image for news Gold and Silver Forecast for Q3 2025

Globus Medical: Obtaining My Backing Again — Positive

GMED   Seeking Alpha — July 03, 2025

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.

image for news Globus Medical: Obtaining My Backing Again

3 Must-Watch U.S. Airline Stocks Ahead of a Busy July 4 Weekend — Positive

ALGT  DAL  SKYW   Zacks Investment Research — July 03, 2025

Riding on an upbeat air travel demand scenario, SKYW, DAL, and ALGT are likely to attract significant traffic over the Independence Day holiday period.

image for news 3 Must-Watch U.S. Airline Stocks Ahead of a Busy July 4 Weekend

CAVA Gains 12% in 5 Trading Sessions: Bullish Signals for the Stock? — Positive

CAVA   Zacks Investment Research — July 03, 2025

CAVA gains nearly 12% in five sessions as traffic climbs, loyalty grows and store expansion beats expectations.

image for news CAVA Gains 12% in 5 Trading Sessions: Bullish Signals for the Stock?

Nonfarm Payrolls Exceed Estimates in June — Positive

ADP   Zacks Investment Research — July 03, 2025

Nonfarm Payrolls Exceed Estimates in June.

image for news 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, 2025

F's U.S. sales rise 14.2% in Q2, fueled by strong pickup and hybrid demand, lifting its market share to 14.3%.

image for news Is Strong Demand for Pickups the Secret to Ford's Q2 Delivery Growth?