China grants conditional approval for Synopsys to acquire Ansys — Neutral
ANSS SNPS Reuters — July 14, 2025China's market regulator has granted a conditional approval for software firm Synopsys to acquire Ansys , according to a statement released by the regulator on Monday.

Bank of Montreal remains my top Canadian bank pick, delivering 42% returns since 2023, thanks to its superior risk-reward profile and successful growth strategy. National Bank of Canada has emerged as another core Canadian bank holding, with disciplined expansion, strong capital, and standout revenue growth, especially after acquiring Canadian Western Bank. Royal Bank and CIBC are on my investment radar for future opportunities, while TD and Scotiabank face strategic and regulatory headwinds limiting near-term upside.

HTUS: This Market Timing ETF Still Has To Prove Itself — Negative
HTUS Seeking Alpha — July 14, 2025HTUS employs a tactical, model-driven approach to S&P 500 exposure, combining market timing and options income strategies. In 2024, the fund delivered a very high yield that is not typical of the strategy based on historical data. HTUS has underperformed the benchmark since its inception and is on par with it since 2023, with a deeper drawdown.

Gold News: CPI to Decide If $3,310.48 Pivot Becomes Springboard or Breakdown Point — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — July 14, 2025Gold price forecast hinges on July CPI data, with $3,310.48 pivot key to breakout toward $3,500.20 or reversal to $3,120.76. Traders brace for volatility.

Tesla, Circle, and 6 Other Stocks to Short, According to J.P. Morgan — Negative
TSLA Barrons — July 14, 2025Analysts at J.P. Morgan are bearish on several high-profile stocks.

Enbridge Justifies Further Upside Thanks To Continued Growth — Positive
ENB Seeking Alpha — July 14, 2025Enbridge remains a 'buy,' due to solid growth prospects, robust demand for energy, and a strong management growth plan, despite recent underperformance, versus the S&P 500. Recent financials show strong revenue and EBITDA growth, especially from Gas Distribution and Storage, boosted by acquisitions and rate increases. Management forecasts continued EBITDA and cash flow growth through 2026, supported by $28 billion in secured capital projects and substantial investment capacity.

TBG: A High-Conviction Dividend ETF Finding Its Footing — Positive
TBG Seeking Alpha — July 14, 2025TBG is an actively managed ETF comprised of 30-40 U.S. companies selected for their dividend sustainability and ability to grow distributions over a 5-7 year market cycle. The fund's 0.59% expense ratio negatively impacts distributions, but its 2.40% trailing dividend yield is likely understated. This article explains why I expect it to gradually increase to the 3.50-3.60% range. TBG has solid quality and dividend growth features, though negative historical earnings growth rates have led to a high 66% payout ratio, 8% more than the four-year average.

TransMedics has rebounded from a sharp sell-off by consistently beating guidance and demonstrating strong execution, restoring investor confidence. I anticipate Q2 2025 will deliver another earnings beat, with flight activity data suggesting sales could surpass analyst estimates. The company is showing clear operating leverage, manageable debt, and is building a vertically integrated logistics network in a niche market.

Discover Opportunities to Buy International Homes at the Global Property Expo, Singapore — Neutral
JLL PRNewsWire — July 14, 2025SINGAPORE , July 14, 2025 /PRNewswire/ -- For Singaporeans envisioning buying a residential property abroad, the Global Property Expo organised by JLL (NYSE: JLL) offers an unparalleled opportunity to embark on that journey. This premier exhibition, dedicated to international real estate investment, will open its doors from Friday, July 18, to Sunday, July 20, 2025, from 10:00 AM to 8:00 PM daily at B2, Sands Expo & Convention Centre.

Elon Musk says Tesla shareholders will vote on investing in xAI — Neutral
TSLA Business Insider — July 14, 2025Elon Musk said Tesla will hold a shareholder vote on whether to invest in xAI. Musk said in March that xAI was valued at $80 billion.

YT Jia Shares Weekly Investor Update: Actor Cody Walker to Speak Onsite and Reveal FX Product & Tech at the Global Initial Launch of the FX Super One MPV July 17 — Neutral
FFAI Business Wire — July 14, 2025LOS ANGELES--(BUSINESS WIRE)--Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today shared a weekly business update from YT Jia, Founder and Co-CEO of FF. “Hello and welcome to Issue 011 of our Weekly Update! We are now just four days away from the Global Initial Product Launch of the FX Super One! Have you seen our countdown posters over the past few days? What k.

The firm is working with retirement-services provider Voya to offer private assets in target-date funds.

Super Micro Computer: Golden Opportunity For Long Term Investors — Positive
SMCI Seeking Alpha — July 13, 2025Despite weak Q3 results and slowing revenue growth, I maintain my buy rating on SMCI due to its strong long-term AI positioning. The company resolved its accounting investigation, avoided delisting, and is strengthening governance, reducing a major overhang on the stock. Short-term guidance remains weak, but robust cash flow is promising and AI product leadership suggests future growth potential.

Vietnam's CMC gets approval for $250-mln hyperscale data centre — Positive
GPUS Reuters — July 13, 2025Vietnam's tech firm CMC Corp. has got approval from the authorities of Ho Chi Minh City to build a $250-million hyperscale data centre there, it said on Monday.

RAAA: A New And Exciting Leveraged AAA CLO Fund From Reckoner — Positive
RAAA Seeking Alpha — July 13, 2025Reckoner Leveraged AAA CLO ETF (RAAA) is the first ETF to offer leveraged exposure to the stable AAA CLO asset class. The fund is managed by an experienced team, notably John Kim, with a strong track record in CLO ETF management. RAAA aims to enhance yield by actively applying leverage, potentially offering a 60 bps excess spread over established funds like JAAA.

Indian Equities Are A Good Opportunity, But PIN Is Not The Best Fund — Positive
PIN Seeking Alpha — July 13, 2025The Invesco India ETF offers exposure to slightly higher quality Indian stocks but suffers from higher expenses, lower liquidity, and inconsistent income compared to peer India ETFs. India's macroeconomic outlook is robust, with strong GDP growth, limited tariff impact, and supportive monetary policy driving positive sentiment for Indian equities. Despite PIN's unique strategy, its performance and risk-adjusted returns do not justify choosing it over more cost-effective and liquid alternatives like FLIN.

DATA BREACH ALERT: Edelson Lechtzin LLP Is Investigating Claims On Behalf Of Artivion, Inc. Customers Whose Data May Have Been Compromised — Neutral
AORT GlobeNewsWire — July 13, 2025NEWTOWN, Pa., July 13, 2025 (GLOBE NEWSWIRE) -- The law firm of Edelson Lechtzin LLP is investigating data privacy claims regarding an incident at Artivion, Inc. (“Artivion”).

Gold and Silver Technical Analysis: XAUUSD Triangle and XAGUSD Cup Patterns Signal Upside — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — July 13, 2025Gold has formed multiple bullish hammer patterns at the ascending triangle support, while silver has broken above $37 and initiated a strong surge toward the $40 level.

JPMorgan Chase: Best In Class Bank Has More Room To Grow — Positive
JPM Seeking Alpha — July 13, 2025JPMorgan is well positioned to outperform, driven by robust net interest income, deregulation, capital flows, and a rebound in capital markets activity. The delay of Basel III Endgame and strong Fed Stress Test results provide JPM with significant capital flexibility for dividends, buybacks, and growth initiatives. I estimate a $335 price target for JPM, reflecting a 17% upside based on forward EPS and a P/E multiple expansion to 16x/17x.
