AZN's Imfinzi Wins EU Nod for Muscle-Invasive Bladder Cancer — Positive
AZN Zacks Investment Research — July 04, 2025AstraZeneca secures EU approval for Imfinzi in muscle-invasive bladder cancer, expanding its cancer treatment portfolio.

TSMC delays Japan chip plant to prioritize US expansion — Neutral
TSM Proactive Investors — July 04, 2025Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) is delaying the construction of its second chip plant in Japan to prioritize expanding its operations in the United States, according to a Wall Street Journal report. According to the report, sources familiar with the matter say the delay is directly linked to trade policy pressures from the Trump administration.

SIXG offers diversified exposure to 5G/6G and AI connectivity, with holdings in key tech enablers like Oracle, Broadcom, and Cisco. I forecast substantial growth in AI infrastructure, supporting strong long-term upside for SIXG despite some short-term laggards like Apple. SIXG's passive index approach means investors must monitor for portfolio overlap and concentration risks, especially with the Nasdaq-100.

Axon Enterprise Stock Surges 33.9% YTD: Should Investors Buy or Wait? — Positive
AXON Zacks Investment Research — July 04, 2025AXON shares have surged 33.9% YTD on strong device and software growth, but high costs and valuation raise caution flags.

OPEC oil output rises in June on Saudi and UAE hikes, Reuters survey finds — Neutral
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — July 04, 2025OPEC oil output rose in June, a Reuters survey found, led by Saudi Arabia after an OPEC+ agreement to raise production, although the increase was limited as Iraq pumped below target to compensate for earlier overproduction.

'Pharma Bro' Martin Shkreli Says 'Good Chance' Inmune Bio Stock Will Slip 90% On Monday — Negative
INMB Benzinga — July 04, 2025Former hedge fund manager Martin Shkreli has issued a stark warning on the near-term trajectory of a biotech startup, just days after it witnessed a surge.

How Strong is DraftKings' Path to Free Cash Flow in 2025? — Positive
DKNG Zacks Investment Research — July 04, 2025DKNG eyes $750M in 2025 free cash flow as sportsbook strength and margin expansion drive profitability gains.

BDC Dividend Cut Storm Likely Ahead — Negative
BIZD BXSL CION FDUS HRZN KBDC MRCC OXSQ PNNT SAR TPVG TSLX Seeking Alpha — July 04, 2025High-income investors face limited options for sustainable, high-yield investments, with traditional asset classes often highly correlated and yields rarely exceeding 7-9%. Business Development Companies (BDCs) offer attractive yields averaging 12.8%, with several high-quality players maintaining dividends even through challenging periods like COVID-19. However, rising interest rates pose a significant risk to BDC dividend sustainability, making it critical to reassess current exposures and avoid potential value impairments.

DV DEADLINE: ROSEN, A TRUSTED AND LEADING LAW FIRM, Encourages DoubleVerify Holdings, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – DV — Neutral
DV GlobeNewsWire — July 04, 2025NEW YORK, July 04, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of DoubleVerify Holdings, Inc. (NYSE: DV) between November 10, 2023 and February 27, 2025, both dates inclusive (the “Class Period”), of the important July 21, 2025 lead plaintiff deadline.

Pfizer Inc. (NYSE: PFE) Price Prediction and Forecast 2025-2030 (July 2025) — Positive
PFE 24/7 Wall Street — July 04, 2025Shares of Pfizer ( NYSE: PFE ) surged 8.24% over the past month, reducing the stock's year-to-date loss to 5.02%.

Recent years have been tough sledding for Lululemon Athletica (LULU 0.52%) investors. While the broad market indices are soaring, the apparel retailer's stock is down 20% cumulatively in the past five years -- and down 52% from all-time highs.

U.S. Awards Lockheed Martin a Record $68.5B, Larger Than the Next Two Contractors Combined — Neutral
LMT 24/7 Wall Street — July 04, 2025With the largest defense budget in the world, the United States spares no expense to make sure it has the largest military apparatus the world has ever known.

Amazon (NASDAQ: AMZN) Stock Price Prediction in 2030: Bull, Bear, & Baseline Forecasts (July 4) — Positive
AMZN 24/7 Wall Street — July 04, 2025Amazon.com Inc. (NASDAQ: AMZN) has been one of the stock market's biggest success stories ever.

Here's Why Harmony Biosciences Is an Unconventional Cannabis Investment — Positive
HRMY Zacks Investment Research — July 04, 2025HRMY isn't your typical cannabis play - its synthetic CBD gel targets rare brain disorders with no approved therapies.

How Flotek's Well Chemistry Enhances Drilling Performance — Positive
FTK Zacks Investment Research — July 04, 2025FTK's tailored drilling and cementing chemistries boost underground performance, flow control, and well stability.

PRM Unveils State-of-the-Art Fire Retardant Production Facility — Positive
PRM Zacks Investment Research — July 04, 2025Perimeter Solutions opens a cutting-edge PHOS-CHEK facility in Sacramento to bolster wildfire response across North America.

Macau's Recovery Accelerates: Will Melco's Top Line Keep Up? — Positive
MLCO Zacks Investment Research — July 04, 2025MLCO rides Macau's tourism rebound with strong first-quarter results, but faces rising competition and top-line sustainability questions.

3 Risks Investors Should Know Before Buying Sea Limited Stock Today — Neutral
SE The Motley Fool — July 04, 2025Sea Limited (NYSE: SE) has quietly regained its footing. After a brutal reset in 2022, the Southeast Asian tech platform -- best known for Shopee, Garena, and its fintech arm Monee -- has made a steady comeback.

Is AngloGold Ashanti on Track to Meet 2025 Production Targets? — Positive
AU Zacks Investment Research — July 04, 2025AU posts its best Q1 gold output since 2020, fueled by Sukari mine boost and broad-based recovery across key sites.
