I love Spotify Technology S.A. as a product, but the stock's valuation is too high given current fundamentals and upcoming earnings risks. Recent analyst downward revisions, slowing margin expansion, and high institutional ownership signal limited upside and increased downside risk. Spotify's Q2 guidance shows slower user growth, flat margins, and currency headwinds, making a “WOW” earnings beat essential to justify the price.

British lender HSBC said on Friday it had decided to leave the banking sector's main climate coalition but remained "resolute" in targeting net-zero emissions across its business by mid-century.

Dextall Closed $15M Series A as Leading Developers Back AI-Powered Prefab To Tackle Housing Crisis — Neutral
SSD GlobeNewsWire — July 11, 2025NEW YORK, July 11, 2025 (GLOBE NEWSWIRE) -- Dextall, the construction technology company integrating design software with off-site manufacturing, has closed a $15 million Series A round to scale its AI-powered prefabrication platform nationwide. The round was anchored by industry powerhouses whose balance sheets and project pipelines rival those of major venture firms: L+M Development Partners – a national leader in affordable and mixed-income housing, responsible for over $20 billion in development and more than 55,000 residential units built, preserved, or under construction.

US Department of Justice Antitrust Division closes its investigation into proposed transaction with T-Mobile and UScellular — Neutral
TDS USM PRNewsWire — July 11, 2025CHICAGO , July 11, 2025 /PRNewswire/ -- United States Cellular Corporation (NYSE: USM) and Telephone and Data Systems, Inc. (NYSE: TDS) report that the US Department of Justice Antitrust Division announced yesterday that it has closed its investigation into the proposed transaction with T-Mobile. The transaction remains subject to approval by the Federal Communications Commission (FCC), and we continue to work with the FCC as they complete their independent assessment.

INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Centene Corporation (CNC) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
CNC GlobeNewsWire — July 11, 2025SAN DIEGO, July 11, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that the Centene class action lawsuit – captioned Lunstrum v. Centene Corporation, No. 25-cv-05659 (S.D.N.Y.) – seeks to represent purchasers or acquirers of Centene Corporation (NYSE: CNC) securities and charges Centene and certain of Centene's executives with violations of the Securities Exchange Act of 1934.

24/7 Market News: Siyata Mobile Files Form 6-K as Reports Suggest Imminent Closing of $185M Core Gaming Merger — Neutral
SYTA Newsfile Corp — July 11, 2025Form 6-K Filing Provides Strong Signal of Progress Toward Transformative Transaction Denver, Colorado--(Newsfile Corp. - July 11, 2025) - 247marketnews.com, a pioneer in digital media dedicated to the swift distribution of financial market news and information, reports that Siyata Mobile (NASDAQ: SYTA) filed a Form 6-K with the U.S. Securities and Exchange Commission (SEC), providing a significant update on its $185 million merger with Core Gaming, an AI-driven gaming innovator, which is pending Nasdaq approval. This transformative deal is designed to leverage Core Gaming's 43 million monthly active users (MAUs) and innovative AI COMIC App.

Optical Cable Corporation: A Company-Changing Strategic Collaboration And New AI Beneficiary — Positive
OCC Seeking Alpha — July 11, 2025Optical Cable Corporation is a yet-to-be-discovered AI infrastructure play, poised to benefit from surging AI datacenter demand and capex. A new strategic collaboration with Lightera positions OCC to supply advanced fiber and copper cables for high-growth AI and datacenter applications. If OCC captures even 10% of Furukawa's forecasted revenue growth, it could see a dramatic earnings turnaround and over 350% upside potential.

Johnson Fistel Begins Investigation on Behalf of BellRing Brands, Inc. (BRBR) Shareholders — Neutral
BRBR GlobeNewsWire — July 11, 2025SAN DIEGO, July 11, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP, is investigating whether BellRing Brands, Inc. (NYSE: BRBR), or any of its executive officers, violated securities laws by misrepresenting or failing to timely disclose material information to investors.

Merck's VRNA Buyout to Add Novel COPD Therapy: How to Play the Stock? — Positive
MRK Zacks Investment Research — July 11, 2025MRK's $10B buyout of VRNA brings in Ohtuvayre, a unique COPD therapy set to bolster its cardio-pulmonary portfolio.

Johnson Fistel Begins Investigation on Behalf of KinderCare Learning Companies, Inc. (KLC) Shareholders — Neutral
KLC GlobeNewsWire — July 11, 2025SAN DIEGO, July 11, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP is investigating whether KinderCare Learning Companies, Inc. (NYSE: KLC), or any of its executive officers, violated securities laws by misrepresenting or failing to timely disclose material information to investors.

Eni, Dubai-based Khazna team up to build data center campus in Italy — Positive
E Reuters — July 11, 2025Italian energy group Eni and Dubai-based Khazna have signed a preliminary agreement to jointly develop a 500-megawatt (MW) data centre campus in northern Italy, the two companies said on Friday.

Stock Market Live July 11: S&P 500 (VOO) Tumbles as Trump Fires Up the Trade War Again — Negative
VOO 24/7 Wall Street — July 11, 2025President Trump announced even more tariffs last night.

Welltower: A Thriving Business With Strong Secular Tailwinds Selling At A Premium — Positive
WELL Seeking Alpha — July 11, 2025Welltower Inc. is a dominant, well-managed healthcare REIT benefiting from strong secular tailwinds like aging demographics and wellness trends. The company's competitive advantages include a customer-focused culture, visionary leadership, and early adoption of data science and AI to drive growth. Despite strong revenue growth and a solid balance sheet, Welltower's current valuation appears stretched, with a low dividend yield and consistent shareholder dilution.

Exclusive: Meta won't tweak pay-or-consent model further despite risk of EU fines, sources say — Negative
META Reuters — July 11, 2025Meta Platforms is very unlikely to offer more changes to its pay-or-consent model, meaning it is almost certain to be hit by fresh EU antitrust charges and hefty daily fines, people with direct knowledge of the matter said on Friday.

Nutrien's Shares Rally 36% YTD: What's Driving the Stock? — Positive
NTR Zacks Investment Research — July 11, 2025NTR shares jump 36% YTD as strong fertilizer demand, cost cuts and strategic growth fuel investor optimism.

Meta's Aggressive Hiring Sprees May Further Drive Its Rally — Positive
META Seeking Alpha — July 11, 2025META's recently fast/furious rally has outpaced its robust fundamentals, with valuations now overstretched compared to its historical averages and peers. Its AI-driven growth and aggressive talent acquisition support the social media/advertising giant's long-term ambitions, albeit triggering a minimal margin of safety at current levels. While META's technical indicators suggest sustained upward momentum in the near-term, the stock market's overly exuberant sentiment may trigger near-term volatility.

CEL-SCI to Sign Partnership Agreement With Leading Saudi Arabian Pharma Company for Multikine in the Treatment of Head & Neck Cancer — Neutral
CVM Business Wire — July 11, 2025VIENNA, Va.--(BUSINESS WIRE)---- $CVM #Multikine--CEL-SCI to sign partnership agreement with leading Saudi Arabian pharma company for Multikine in the treatment of head & neck cancer.

How some pros use options to trade Nvidia and other tech stocks while limiting risk — Neutral
NVDA Market Watch — July 11, 2025With Nvidia's stock at record highs, some investors might be wary of buying. Options strategists suggest other ways to play the name.

Apple's answer is not to get a new CEO, says Craig Moffett — Neutral
AAPL CNBC Television — July 11, 2025Craig Moffett, Moffett Nathanson founder and Dominic Rizzo, T. Rowe Price Global Technology Fund portfolio manager, joins 'Squawk Box' to discuss the challenging times for Apple CEO Tim Cook, the threats Apple faces and much more.

Central Garden & Pet Raises Fiscal 2025 Non-GAAP EPS Outlook; Fiscal 2025 Non-GAAP EPS Now Expected to Be Approximately $2.60 — Neutral
CENT CENTA Business Wire — July 11, 2025WALNUT CREEK, Calif.--(BUSINESS WIRE)---- $CENT #CentralToHome--Central Garden & Pet Company (NASDAQ: CENT) (NASDAQ: CENTA) (“Central”), a leading company in the pet and garden industries, today announced that it has raised its outlook for fiscal 2025 non-GAAP earnings per share (EPS) to approximately $2.60. “Fiscal 2025 is tracking ahead of our expectations, reflecting disciplined execution across Team Central,” said Niko Lahanas, CEO of Central Garden & Pet. “Margin expansion is being driven by our Cost and S.
