Nvidia has something no other company has accomplished — Positive

NVDA   The Street — July 09, 2025

Apple and Microsoft are now playing catch-up.

image for news Nvidia has something no other company has accomplished

Morning 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.

image for news Trump's latest tariff threats and the impact on markets, ProKidney stock jumps over 500%

NIKE Stock Lags: Will Innovation & Brand Power Spark a Rebound? — Neutral

NKE   Zacks Investment Research — July 09, 2025

NKE beats on earnings but slumps on revenues as it doubles down on innovation to revive growth and brand strength.

image for news NIKE Stock Lags: Will Innovation & Brand Power Spark a Rebound?

CINF Stock Trades Above 200-Day SMA: Time to Buy it for Solid Returns? — Positive

CINF   Zacks Investment Research — July 09, 2025

Cincinnati Financial stock is poised to gain from new business-written premiums, agent-focused business model, improved interest income and effective capital deployment.

image for news CINF Stock Trades Above 200-Day SMA: Time to Buy it for Solid Returns?

Marsh McLennan Increases Quarterly Cash Dividend — Neutral

MMC   Business Wire — July 09, 2025

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.

image for news Marsh McLennan Increases Quarterly Cash Dividend

Samsung debuts new AI features powered by Google Gemini — Positive

GOOG  GOOGL  SSNLF   CNBC Television — July 09, 2025

CNBC's Steve Kovach reports on Samsung's latest technology announcements, including new AI features, its next folding smartphone and more.

image for news Samsung debuts new AI features powered by Google Gemini

I 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.

image for news GDX: Solid Valuation, But Technical Warning Signs Emerge, Weak Seasonality On Tap

It's Not Too Late to Join the International Equity Party — Positive

DTH   ETF Trends — July 09, 2025

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

image for news It's Not Too Late to Join the International Equity Party

ZS Expands Into MDR With Red Canary: Is it the Next Growth Pillar? — Positive

ZS   Zacks Investment Research — July 09, 2025

Zscaler eyes MDR growth with Red Canary deal, aiming to build an AI-powered SOC and strengthen its SecOps portfolio.

image for news ZS Expands Into MDR With Red Canary: Is it the Next Growth Pillar?

3 Momentum Anomaly Picks as Markets Wobble on Fresh Tariff Salvo — Positive

KGS  RGLD  URBN   Zacks Investment Research — July 09, 2025

URBN, RGLD and KGS are currently witnessing a short-term pullback in price. So, make sure you take full advantage of it.

image for news 3 Momentum Anomaly Picks as Markets Wobble on Fresh Tariff Salvo

3 Reasons Not To Hedge Today With FXE — Positive

FXE   Seeking Alpha — July 09, 2025

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.

image for news 3 Reasons Not To Hedge Today With FXE

Energy Transfer: Buying Fat Yields On Sale — Positive

ET   Seeking Alpha — July 09, 2025

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.

image for news Energy Transfer: Buying Fat Yields On Sale

Lam Research Expands in India: A Strategic Hedge Against Trade Risks? — Neutral

LRCX   Zacks Investment Research — July 09, 2025

LRCX's $1.2 billion India investment expands its global footprint, offering a hedge against trade risks and supply disruptions.

image for news Lam Research Expands in India: A Strategic Hedge Against Trade Risks?

Nvidia-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.

image for news Nvidia-backed Perplexity launches AI-powered browser to take on Google Chrome

Trump threatens 50% tariffs on copper, 200% on pharmaceuticals — Neutral

CPER  IBB  JJC  XBI   The Street — July 09, 2025

However, the President did not disclose when the tariffs would take effect.

image for news Trump threatens 50% tariffs on copper, 200% on pharmaceuticals

The chip maker's stock touched an intraday level needed to achieve a $4 trillion market cap, but has since pulled back slightly.

image for news Nvidia briefly becomes the first $4 trillion company. How it beat Microsoft and Apple to the crown.

Nu Holdings: The Fintech Stock With Strong Long-Term Growth Potential — Positive

NU   Seeking Alpha — July 09, 2025

Nu 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.

image for news Nu Holdings: The Fintech Stock With Strong Long-Term Growth Potential

Can IBM Power11 Server Redefine Business Application Processes? — Positive

IBM   Zacks Investment Research — July 09, 2025

IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.

image for news Can IBM Power11 Server Redefine Business Application Processes?

Tetra Tech Wins $248M Architect Engineering Contract From USACE — Positive

TTEK   Zacks Investment Research — July 09, 2025

TTEK clinches a $248M USACE contract to provide A-E design services for military bases across eight European countries.

image for news Tetra Tech Wins $248M Architect Engineering Contract From USACE

What's Behind the Rebound in Tesla China's Deliveries in June? — Positive

TSLA   Zacks Investment Research — July 09, 2025

TSLA's June deliveries in China jump 59.3% from May as exports fall and Model Y demand surges.

image for news What's Behind the Rebound in Tesla China's Deliveries in June?