Sell The S&P 500: Too Many Signals, Too Much Optimism — Negative

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Seeking Alpha — July 07, 2025

S&P 500 is showing strong signs of overvaluation, with the Buffett Indicator at record highs and equity concentration at levels surpassing the dot-com bubble. Household equity exposure and recession probability models both signal heightened risk of an impending economic downturn impacting the index.

image for news Sell The S&P 500: Too Many Signals, Too Much Optimism

JPMorgan upgraded Phibro Animal Health Corporation PAHC, citing strong execution following its $350 million acquisition of Zoetis' medicated feed additive and water-soluble product portfolio.

image for news Phibro's Feed Play Pays Off: JPMorgan Upgrades On Zoetis Deal Boost

Trump advisor Peter Navarro blasts Tim Cook for making iPhones in China — Negative

AAPL   New York Post — July 07, 2025

The outburst intensified pressure by the Trump administration for Apple to bring back manufacturing to the United States.

image for news Trump advisor Peter Navarro blasts Tim Cook for making iPhones in China

NEW YORK & INDIANAPOLIS--(BUSINESS WIRE)--Lemonade (NYSE: LMND), the digital insurance company powered by AI and social impact, today announced the launch of Lemonade Car in Indiana, marking the latest step in the company's expanding U.S. footprint. Drivers across the state can now access Lemonade's full suite of insurance products—all built for the digital age. As laid out in recent quarterly results and at Investor Day, Lemonade Car is a key growth driver in the company's strategy. Q1 2025 ma.

image for news Lemonade Continues U.S. Expansion With Launch of Car Insurance in Indiana

Has Netflix's big push for growth gotten ahead of its stock price? — Negative

NFLX   Market Watch — July 07, 2025

Netflix's stock slipped after a downgrade at Seaport Research, which believes the it has already priced in growth that could be years down the line.

image for news Has Netflix's big push for growth gotten ahead of its stock price?

Options Bears Cheer Another Tesla Stock Setback — Negative

TSLA   Schaeffers Research — July 07, 2025

Tesla Inc (NASDAQ:TSLA) is swimming in red ink today, last seen down 7.3% to trade at $292.16.

image for news Options Bears Cheer Another Tesla Stock Setback

A Citi analyst sees Nvidia's stock rising another 20% as the AI opportunity swells further, but he notes the risk of potential new geopolitical restrictions ahead.

image for news Nvidia's stock just got a more bullish endorsement from Citi — but here's one fresh risk

Artificial intelligence cloud infrastructure provider CoreWeave said Monday it plans to buy Core Scientific, a data center infrastructure operator. It is an all-stock deal valued at approximately $9 billion.

image for news CoreWeave to acquire Core Scientific in $9 billion all-stock deal

July 7, 2025 – TheNewswire - Vancouver, British Columbia – Impact Acquisitions Corp. (TSXV: IMPC . P) (“ Impact ” or the “ Company ”) is pleased to announce that further to its news releases dated January 3, 2025, February 6, 2025, March 13, 2025, June 11, 2025, June 20, 2025, and July 2, 2025, the Company has closed its arm's length share sale transaction (the “ Transaction ”) pursuant to a definitive agreement dated February 6, 2025, as amended (the “ Agreement ”), between the Company, Jeffs' Brands Ltd, a corporation incorporated under the laws of the State of …

image for news Fort Technology Inc. Announces Closing of Qualifying Transaction and Anticipated Trading Date

VNQI offers US investors broad, low-cost exposure to international REITs, enhancing diversification and reducing concentration risk in US real estate. The ETF is attractively valued versus US REITs, with a much lower P/E and P/B ratio, and avoids problematic countries, focusing on developed markets. VNQI's performance has been mediocre long-term but has outperformed peers recently; its low expense ratio is a key advantage over alternatives.

image for news VNQI: This International REIT ETF Provides Good Diversification For A Portfolio

Jeremy Szafron joins Kitco News as an anchor and producer from Kitco's Vancouver bureau. Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance.

image for news Bob Quartermain's revival bet: Dakota Gold targets next major U.S. gold mine in South Dakota

SAN DIEGO, July 07, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Hims & Hers Health, Inc. (NYSE: HIMS) securities between April 29, 2025 and June 23, 2025, inclusive (the “Class Period”), have until Monday, August 25, 2025 to seek appointment as lead plaintiff of the Hims & Hers class action lawsuit. Captioned Sookdeo v. Hims & Hers Health, Inc., No. 25-cv-05315 (N.D. Cal.), the Hims & Hers class action lawsuit charges Hims & Hers and certain of Hims & Hers' top executives with violations of the Securities …

image for news INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Hims & Hers Health, Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit - HIMS

OPEC+ agreed to raise production by 548,000 bpd in August.

image for news Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Gains Ground As Traders Focus On OPEC+ Production Policy

A.I. Demand Powers NVDA Comeback, Tariff Dark Cloud Lingers — Positive

NVDA   Schwab Network — July 07, 2025

Citi boosted its price target on Nvidia (NVDA) to $190 from $180, citing strong A.I. demand as the thesis behind the optimism.

image for news A.I. Demand Powers NVDA Comeback, Tariff Dark Cloud Lingers

House Passes Trump's "Big, Beautiful Bill": ETFs in Focus — Negative

XLV   Zacks Investment Research — July 07, 2025

TSLW may face pressure as the "Big, Beautiful Bill" axed EV tax credits and slashed support for clean energy.

image for news House Passes Trump's "Big, Beautiful Bill": ETFs in Focus

RESTON, Va. , July 7, 2025 /PRNewswire/ -- General Dynamics (NYSE: GD) will webcast its second-quarter financial results conference call on Wednesday, July 23, beginning at 9 a.m.

image for news General Dynamics to Webcast 2025 Second-Quarter Financial Results Conference Call

Red Rock Resorts, Inc. remains a Buy as its focus on locals positions it to outperform strip casinos amid declining Las Vegas tourism. RRR's financials are strong, with Q1 revenue and EPS beating expectations, and its valuation and profitability metrics remain solid. Las Vegas' population growth expands RRR's addressable market, offsetting tourism declines and supporting long-term growth potential.

image for news Red Rock Resorts: Bullish Trend Intact - Migration Poses Opportunity With Risks

NEW YORK , July 7, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Bitfarms Ltd. ("Bitfarms" or the "Company") (NASDAQ: BITF) and certain officers.

image for news Pomerantz Law Firm Announces the Filing of a Class Action Against Bitfarms Ltd. and Certain Officers - BITF

NEW YORK , July 7, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Petco Health and Wellness Company, Inc. ("Petco" or the "Company") (NASDAQ: WOOF) and certain officers. The class action, filed in the United States District Court for the Southern District of California, and docketed under 25-cv-01667, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Petco securities between January 14, 2021 and June 5, 2025, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of …

image for news Pomerantz Law Firm Announces the Filing of a Class Action Against Petco Health and Wellness Company, Inc. and Certain Officers - WOOF

NEW YORK , July 7, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Apple Inc. ("Apple" or the "Company") (NASDAQ: AAPL) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 25-cv-05197, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Apple securities between June 10, 2024 and June 9, 2025, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws …

image for news Pomerantz Law Firm Announces the Filing of a Class Action Against Apple Inc. and Certain Officers - AAPL