Cleveland-Cliffs Q2 earnings beat on record shipments, cost reductions — Positive
CLF Proactive Investors — July 21, 2025Cleveland-Cliffs Inc. (NYSE:CLF) shares surged almost 15% after the steel producer's latest quarterly report impressed. Revenue for the quarter was $4.9 billion, ahead of the Wall Street consensus of $4.85 billion.

NVDA CEO Jensen Huang said the quantum computing industry is now at an inflection point According to analysts at Bank of America, quantum computing could be “humanity's biggest breakthrough since the discovery of fire.

Valero Energy: A 3% Yielding Bet On The Refinery Market — Positive
VLO Seeking Alpha — July 21, 2025Valero Energy's broad refining footprint and global assets position it to benefit from rising long-term demand for petroleum and liquid fuels. Strong cash flow generation supports robust dividend growth and aggressive share buybacks, enhancing total shareholder returns and compounding value. Despite a premium valuation versus peers, I see VLO as a 'Buy' for its dividend compounding potential and commitment to returning cash to shareholders.

MicroCloud Hologram Inc. Announces It Has Purchased Up to $200 Million in Bitcoin and Cryptocurrency-Related Securities Derivatives, with a Current Cumulative Investment Income of $35.96 Million — Neutral
HOLO GlobeNewsWire — July 21, 2025SHENZHEN, China, July 21, 2025 (GLOBE NEWSWIRE) -- MicroCloud Hologram Inc. (NASDAQ: HOLO), (“HOLO” or the "Company"), a technology service provider, they announced that they have purchased up to $200 million in Bitcoin and cryptocurrency-related securities derivatives. As of July.

Subsplash, a Premier Provider in Church Technology, Joins Roper Technologies — Neutral
ROP PRNewsWire — July 21, 2025DALLAS , July 21, 2025 /PRNewswire/ -- Subsplash , a premier SaaS, fintech, and AI provider in the faith and non-profit sector, today announced that it has entered into a definitive agreement to be acquired by Roper Technologies, Inc. (Nasdaq: ROP). With Roper, Subsplash is poised to usher in a new wave of long-term innovation for its customers and the industry at large.

Tesla CEO Elon Musk back to ‘sleeping in the office' ahead of earnings this week — Neutral
TSLA New York Post — July 21, 2025Tesla is scheduled to make its first earnings report since Elon Musk stepped down from his White House role on Wednesday.

Sociedad Química y Minera de Chile: A De-Risked Giant For The Coming Lithium Bull Market — Positive
SQM Seeking Alpha — July 21, 2025Compelling data from high-cost producers in China and Australia indicate that supply-side capitulation is underway, forming a classic bottoming signal for lithium prices. SQM recently finalized a landmark partnership with state-owned Codelco, eliminating the company's greatest long-term risk and extending its operational runway in Salar de Atacama. Despite this fundamental de-risking, I believe the market is still mispricing SQM, failing to account for its transformation from a high-risk asset into a blue-chip lithium leader.

Up 110% From 52-Week Lows, Celsius Stock Is Still A Buy — Positive
CELH Seeking Alpha — July 21, 2025Up 110% From 52-Week Lows, Celsius Stock Is Still A Buy

Opendoor Is The New GameStop - Will It End Differently? — Neutral
GME OPEN Seeking Alpha — July 21, 2025Opendoor Technologies Inc.'s recent rally is driven by meme stock dynamics and short interest, not just fundamentals, making the surge speculative. Bullish case: Opendoor is now a near-monopoly in iBuying, with strong cash reserves, cost cuts, and potential upside if the housing market rebounds. Bearish case: The company remains unprofitable, faces high debt, dilution risk, and operates in a fragile, uncertain housing market.

Fiserv Set to Report Q2 Earnings: Here's What You Should Know — Positive
FI Zacks Investment Research — July 21, 2025FI eyes y/y growth for second-quarter 2025, with EPS expected to rise 13.2% and strong gains projected across core business segments.

Can Disney's Streaming Boom Unlock Room for More Subscriber Growth? — Positive
DIS Zacks Investment Research — July 21, 2025DIS' streaming platforms hit 180.7M subscribers as profits surge, fueled by ESPN integration and blockbuster content.

Buenaventura Reports Q2 Production Results & Updated Mine Outlook — Positive
BVN Zacks Investment Research — July 21, 2025BVN's Q2 mine output saw mixed results as El Brocal and Coimolache outperformed, while Tambomayo and Orcopampa lagged expectations.

Stellantis Kills Hydrogen Car After Big Earnings Miss. Should Archer Aviation Be Worried? — Negative
STLA 24/7 Wall Street — July 21, 2025Key Points in This Article: Archer Aviation ( ACHR ) leverages Stellantis' ( STLA ) $254 million investment and manufacturing expertise, positioning it for eVTOL commercialization by late 2025.

Kinder Morgan: At the Hotspot of the Natural Gas Revolution — Positive
KMI MarketBeat — July 21, 2025Kinder Morgan NYSE: KMI is poised to grow robustly over the coming years, at a steady and reliable pace that income investors can appreciate. Growth will be driven by the combination of its expanding natural gas pipeline network and capacity, compounded by increasing demand for these resources.

Taiwan Semi Joins the $1 Billion Club. What's Ahead for the Chip Maker? — Positive
TSM Barrons — July 21, 2025The latest stellar earnings report lifted shares of chip maker Taiwan Semiconductor Manufacturing to a new high.

SRPT Down After Third Death in Muscular Dystrophy Gene Therapy Program — Negative
SRPT Zacks Investment Research — July 21, 2025Sarepta plummets after a third death in its muscular dystrophy program for investigational gene therapies, prompts FDA action and intensifies safety scrutiny.

Intel Gears Up to Report Q2 Earnings: Should You Buy the Stock? — Positive
INTC Zacks Investment Research — July 21, 2025INTC preps Q2 earnings amid AI PC momentum, cost cuts, and a strategic pivot to boost growth and liquidity.

Civitas Capital Group Welcomes Mine Ekim as Managing Director, Legal & Head of Investor Experience — Neutral
HLIT PRNewsWire — July 21, 2025DALLAS , July 21, 2025 /PRNewswire/ -- Civitas Capital Group is pleased to announce the appointment of Mine Ekim as Managing Director, Legal & Head of Investor Experience. With over 15 years of international legal and compliance expertise, Ms.

The AI-cloud computing company – whose biggest clients include Nvidia and Microsoft – saw its stock triple since going public.

ICE BofA 5-10 Year US Corporate Index offers exposure to investment grade, US dollar-denominated corporate bonds. The index targets bonds with maturities between 5 and 10 years, balancing yield and interest rate risk. It serves as a benchmark for investors seeking stable income and moderate duration in the corporate bond market.
