PayPal Holdings, Inc. is generating billions in free cash flow, expanding margins, and gaining enterprise traction — yet the market still prices it like a dying fintech. With 436 million active users, sticky merchant relationships, and platform-agnostic tech, PayPal's network moat is stronger than analysts give it credit for. New leadership is cutting costs, focusing on high-margin products, and quietly executing a turnaround that could catch Wall Street off guard in 2025.

Mark Zuckerberg says Meta is building a 5GW AI data center — Positive
META TechCrunch — July 14, 2025Meta is currently building out a data center, called Hyperion, which the company expects to supply its new AI lab with five gigawatts (GW) of computational power, CEO Mark Zuckerberg said in a Monday post on Threads.

Is Pagaya Stock's Low Valuation an Opportunity or a Value Trap? — Positive
PGY Zacks Investment Research — July 14, 2025At a glance, Pagaya Technologies PGY stock looks attractively priced in terms of its price/sales (P/S) ratio when compared with its peers. Value investors try to find stocks that are either flying under the radar and are compelling buys, or offer up tantalizing discounts compared with fair value.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Sarepta Therapeutics, Inc. of Class Action Lawsuit and Upcoming Deadlines - SRPT — Neutral
SRPT GlobeNewsWire — July 14, 2025NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Sarepta Therapeutics, Inc. (“Sarepta” or the “Company”) (NASDAQ: SRPT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Hims & Hers Health, Inc. of Class Action Lawsuit and Upcoming Deadlines - HIMS — Neutral
HIMS GlobeNewsWire — July 14, 2025NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. (“Hims & Hers” or the “Company”) (NYSE: HIMS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

‘Superman' helps power a box-office turnaround for Warner Bros. studio — Positive
WBD Market Watch — July 14, 2025After spending much of 2024 in the box-office doldrums, the legendary studio has scored a remarkable turnaround with five straight No. 1 hits, culminating with this weekend's smash, “Superman,” which drew in $217 million worldwide.

Business interests and centrists beat back the socialist author's bid for California governor.

Meta CEO Zuckerberg says first AI data supercluster will come online in 2026 — Positive
META CNBC — July 14, 2025Meta CEO Mark Zuckerberg on Monday said he plans to invest "hundreds of billions of dollars" into artificial intelligence compute infrastructure. The company plans to bring its first supercluster, Prometheus, online next year.

US Department of Defense awards contracts to Google, xAI — Positive
GOOG GOOGL Reuters — July 14, 2025OpenAI, Alphabet's Google , Anthropic and Elon Musk's AI firm xAI have won contracts aimed at scaling up adoption of advanced AI capabilities in the U.S. Department of Defense, the Chief Digital and Artificial Intelligence Office said on Monday.

Mission Produce Rides on Price Volatility: Can it Sustain Growth? — Neutral
AVO Zacks Investment Research — July 14, 2025AVO posts 29% revenue jump on high-priced avocados and expanding fruit sales. However, margins face pressure from rising costs.

Ventas Stock Gains 11.6% in 6 Months: Will the Trend Last? — Positive
VTR Zacks Investment Research — July 14, 2025VTR is likely to gain from an aging population, rising healthcare expenses, favorable outpatient visit trends and accretive investments in its research portfolio.

Bitcoin and BLOK have shown strong performance, but August and September are typically weak months, suggesting caution in the near term. Despite seasonal risks, I maintain a buy rating on BLOK, supported by its favorable valuation, high momentum, and constructive technical chart. BLOK offers diversification across growth, value, size, and geography, with a reasonable P/E and attractive PEG ratio, though it remains a high-risk, concentrated ETF.

Elevance to Report Q2 Earnings: Will Rising Costs Pressure Profits? — Negative
ELV Zacks Investment Research — July 14, 2025ELV's second-quarter earnings may face pressure as rising costs and lower Medicaid memberships offset strong revenue gains.

Kraft Heinz could be splitting up in a deal worth nearly $20 billion — Positive
KHC Fast Company — July 14, 2025Kraft Heinz is studying a potential spin off of a large chunk of its grocery business, including many Kraft products, into a new entity that could be valued at as much as $20 billion on its own, a source familiar with the matter said on Friday.

Tesla shareholders to vote on xAI investment, Musk says — Neutral
TSLA Proactive Investors — July 14, 2025Elon Musk is reportedly seeking an investment from Tesla Inc (NASDAQ:TSLA) in his AI startup xAI. Musk plans to hold a shareholder vote at Tesla to decide whether the electric vehicle maker should invest in xAI, the company behind the Grok chatbot, which has already been integrated in beta form into Tesla vehicles.

PDCC: Potentially Stay Underwater In Long-Term Investment After The Rate Cut — Positive
PDCC Seeking Alpha — July 14, 2025PDCC offers a high 12-15% yield by investing in diversified CLO equity and junior debt, appealing to income-focused investors. Despite unrealized losses from wider credit spreads, strong cash flow and robust dividend payouts highlight PDCC's resilience and income potential. PDCC's floating-rate portfolio benefits from higher rates, while potential Fed rate cuts and tax cuts could boost NAV and stock price.

Pre-Markets in the Red to Start a Fresh Week — Negative
BAC C CPI GS JNJ JPM MMM NFLX PPI WFC Zacks Investment Research — July 14, 2025Pre-market futures are notably lower than Friday afternoon's close on all major indexes, though they are beginning to climb out of the muck of fresh tariff threats as early trading warms up to start a new trading week. We had gotten back up to or near record market highs last week before new tariff threats from President Trump threw a damp towel over stock market heat.

Mark Zuckerberg's Meta to invest hundreds of billions on data centers after poaching top AI talent — Neutral
META New York Post — July 14, 2025"We have the capital from our business to do this," Zuckerberg said in a post on Threads.

GM to challenge China's LFP monopoly with upgraded battery factory — Positive
GM TechCrunch — July 14, 2025GM said Monday it is working with joint venture partner LG Energy Solution to upgrade its Ultium battery factory to make lithium-iron-phosphate cells for the automaker's low-cost EVs.

Transaction in Own Shares 14 July, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 14 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 14/07/2025 758,354 £26.7650 £26.3300 £26.5566 LSE GBP 14/07/2025 189,837 £26.7650 £26.3350 £26.6048 Chi-X (CXE) GBP 14/07/2025 102,309 £26.7650 £26.4650 £26.6878 BATS (BXE) GBP 14/07/2025 607,469 €30.9750 €30.4200 …
