Apple and Microsoft are now playing catch-up.

Trump's latest tariff threats and the impact on markets, ProKidney stock jumps over 500% — Positive
PROK Yahoo Finance — July 09, 2025Morning Brief, Market Sunrise anchor Ramzan Karmali breaks down the latest international news for July 9, 2025. President Trump stated on a social media post that tariffs will start being paid on August 1st and that date will not change.

NIKE Stock Lags: Will Innovation & Brand Power Spark a Rebound? — Neutral
NKE Zacks Investment Research — July 09, 2025NKE beats on earnings but slumps on revenues as it doubles down on innovation to revive growth and brand strength.

CINF Stock Trades Above 200-Day SMA: Time to Buy it for Solid Returns? — Positive
CINF Zacks Investment Research — July 09, 2025Cincinnati Financial stock is poised to gain from new business-written premiums, agent-focused business model, improved interest income and effective capital deployment.

NEW YORK--(BUSINESS WIRE)--The Board of Directors of Marsh McLennan (NYSE: MMC) today declared a 10% increase in the quarterly dividend from $0.815 to $0.900 per share on outstanding common stock, payable on August 15, 2025, to stockholders of record on July 24, 2025. About Marsh McLennan Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of over.

Samsung debuts new AI features powered by Google Gemini — Positive
GOOG GOOGL SSNLF CNBC Television — July 09, 2025CNBC's Steve Kovach reports on Samsung's latest technology announcements, including new AI features, its next folding smartphone and more.

GDX: Solid Valuation, But Technical Warning Signs Emerge, Weak Seasonality On Tap — Neutral
GDX Seeking Alpha — July 09, 2025I reiterate my Hold rating on GDX after a powerful rally, as gold miners face mixed near-term technical and seasonal signals. GDX has outperformed the S&P 500 YTD, but momentum is cooling and August-September have historically been weak for gold miners. The ETF remains attractively valued, yet its top-heavy portfolio and bearish RSI divergence suggest caution is warranted for new buyers.

Entering Tuesday, the MSCI EAFE Index sported a 19.1% YTD gain. That's nearly triple returns posted by the S&P 500.

ZS Expands Into MDR With Red Canary: Is it the Next Growth Pillar? — Positive
ZS Zacks Investment Research — July 09, 2025Zscaler eyes MDR growth with Red Canary deal, aiming to build an AI-powered SOC and strengthen its SecOps portfolio.

3 Momentum Anomaly Picks as Markets Wobble on Fresh Tariff Salvo — Positive
KGS RGLD URBN Zacks Investment Research — July 09, 2025URBN, RGLD and KGS are currently witnessing a short-term pullback in price. So, make sure you take full advantage of it.

Despite recent inflows into FXE and euro strength, I believe U.S. equities and bonds remain the superior long-term allocation for global investors. The underlying narrative is bearish on the dollar, but in my view, it's not a trend justified from an intermarket perspective. That's why I believe the signs of overextension could trigger a contrarian market reaction.

Energy Transfer LP remains a strong buy due to its attractive 7.4% distribution yield, offering portfolio stability amid market uncertainty. Despite underperforming mega-cap tech stocks, ET delivered a solid 14% total return since my last update, reinforcing its defensive qualities. I plan to continue accumulating ET shares, as its risk/reward profile and income potential are compelling in today's volatile environment.

Lam Research Expands in India: A Strategic Hedge Against Trade Risks? — Neutral
LRCX Zacks Investment Research — July 09, 2025LRCX's $1.2 billion India investment expands its global footprint, offering a hedge against trade risks and supply disruptions.

Nvidia-backed Perplexity launches AI-powered browser to take on Google Chrome — Positive
GOOG GOOGL NVDA Reuters — July 09, 2025Nvidia-backed Perplexity AI said on Wednesday it has launched Comet, a new web browser with AI-powered search capabilities, as the startup looks to challenge the dominance of market leader Alphabet's Google Chrome.

Trump threatens 50% tariffs on copper, 200% on pharmaceuticals — Neutral
CPER IBB JJC XBI The Street — July 09, 2025However, the President did not disclose when the tariffs would take effect.

Nvidia briefly becomes the first $4 trillion company. How it beat Microsoft and Apple to the crown. — Positive
AAPL MSFT NVDA Market Watch — July 09, 2025The chip maker's stock touched an intraday level needed to achieve a $4 trillion market cap, but has since pulled back slightly.

Nu Holdings: The Fintech Stock With Strong Long-Term Growth Potential — Positive
NU Seeking Alpha — July 09, 2025Nu Holdings is a leading digital bank in Latin America, targeting underserved markets with a user-friendly app and holistic financial services. The company shows strong customer growth, rising average revenue per user, high margins, and efficient cost structure, supporting robust long-term expansion. Despite appearing overvalued on traditional metrics, NU's high growth rates and improving profitability suggest the current share price underestimates its future potential.

Can IBM Power11 Server Redefine Business Application Processes? — Positive
IBM Zacks Investment Research — July 09, 2025IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.

Tetra Tech Wins $248M Architect Engineering Contract From USACE — Positive
TTEK Zacks Investment Research — July 09, 2025TTEK clinches a $248M USACE contract to provide A-E design services for military bases across eight European countries.

What's Behind the Rebound in Tesla China's Deliveries in June? — Positive
TSLA Zacks Investment Research — July 09, 2025TSLA's June deliveries in China jump 59.3% from May as exports fall and Model Y demand surges.
