JPMorgan Chase: Best In Class Bank Has More Room To Grow — Positive

JPM   Seeking Alpha — July 13, 2025

JPMorgan 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.

image for news JPMorgan Chase: Best In Class Bank Has More Room To Grow

JPMorgan Preparing to Charge FinTechs for Consumer Bank Data — Positive

JPM   PYMNTS — July 13, 2025

JPMorgan has reportedly told FinTechs it will begin charging for access to customer bank info. That's according to a report Friday (July 11) from Bloomberg News, which noted these fees from the largest American bank could amount to hundreds of millions of dollars, threatening the FinTech sector's business model.

image for news JPMorgan Preparing to Charge FinTechs for Consumer Bank Data

Nvidia supplies the world's best artificial intelligence (AI) chips for data centers. Demand is heavily outstripping supply, sending the company's sales -- and its stock price -- surging over the last couple of years.

image for news Nvidia Just Became the World's First $4 Trillion Stock. This Artificial Intelligence (AI) Giant -- Which Is up 686,000% Since Its IPO -- Might Be Next.

Compania de Minas Buenaventura: More Gold At Lower Costs — Positive

BVN   Seeking Alpha — July 13, 2025

I rate BVN a buy on increasing gold production at lower costs that is not well valued. The San Gabriel mine ramp-up will lower gold costs and drive EBITDA to over US$600m, supporting cash earnings growth of over 16% through 2027. The stock is cheap at under 8x P/CE vs sector average of 10x, and my YE26 price target of US$26.7 has over 60% upside potential.

image for news Compania de Minas Buenaventura: More Gold At Lower Costs

QQQY: Underperformance And Upcoming Change — Neutral

QQQY   Seeking Alpha — July 13, 2025

QQQY's original put-write 0DTE strategy led to severe NAV erosion, underperformance, and a reverse split within its first year. The fund's high advertised yield (up to 39%) is unsustainable, largely funded by return of capital, eroding investor principal. QQQY is shifting to a daily call spread strategy similar to QDTE, aiming for a 30% yield and better index participation.

image for news QQQY: Underperformance And Upcoming Change

Bank puts $50 billion toward lending to riskier companies to compete with nonbank giants dominating market; Walgreens deal the payoff.

image for news Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It

CoreWeave: Market Hates A Good Deal — Neutral

CRWV   Seeking Alpha — July 13, 2025

CoreWeave's acquisition of Core Scientific aims to verticalize data center ownership and cut $500 million in costs by 2027. The deal gives CoreWeave direct control over data center assets, enabling faster, tailored AI infrastructure deployments and improved cost efficiency. Despite operational benefits, the market reacted negatively, with CoreWeave shares dropping and the deal value for Core Scientific shareholders declining.

image for news CoreWeave: Market Hates A Good Deal

GLENDALE, Calif.--(BUSINESS WIRE)--Ki Corporation and Public Storage (NYSE:PSA) (together, the “Consortium”) announced today a revised non-binding indicative offer (NBIO) to acquire Abacus Storage King (ASX:ASK) for cash consideration of A$1.65 per stapled security. The Consortium and Abacus Storage King have agreed to proceed with due diligence based on the revised terms. “We are excited to take the next step towards this potential combination with Abacus Storage King in partnership with Ki Co.

image for news Ki Corporation and Public Storage Update Offer to Acquire Abacus Storage King

NEW YORK, July 13, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Organon & Co. (NYSE: OGN) between November 3, 2022 and April 30, 2025, both dates inclusive (the “Class Period”), of the important July 22, 2025 lead plaintiff deadline.

image for news OGN IMPORTANT DEADLINE: ROSEN, A LONGSTANDING LAW FIRM, Encourages Organon & Co. Investors with Losses in Excess of $100K to Secure Counsel Before Important July 22 Deadline in Securities Class Action – OGN

JPM, UAL & TSM: Charting the Start of 3Q Earnings Season — Neutral

TSM  UAL  JPM   Schwab Network — July 13, 2025

The third quarter earnings season kicks off with an abundance of big reports across industries. Among the most notable names: JPMorgan Chase (JPM), United Airlines (UAL), and TSMC (TSM).

image for news JPM, UAL & TSM: Charting the Start of 3Q Earnings Season

Robinhood Dealing With Fallout of Tokenized Equities Offering — Negative

HOOD   PYMNTS — July 13, 2025

Two weeks after it began offering tokenized equities, Robinhood Markets is dealing with continued fallout. A report Saturday (July 12) by Bloomberg examines the brokerage's struggles in the wake of the new offering, which launched a $1 million giveaway of SpaceX and OpenAI tokens.

image for news Robinhood Dealing With Fallout of Tokenized Equities Offering

Siemens and SAP call for EU to revise its AI regulations - FAZ — Negative

SAP  SIEGY   Reuters — July 13, 2025

Siemens and SAP CEOs have urged the European Union to revise its artificial intelligence legislation, saying the current rules stifle innovation.

image for news Siemens and SAP call for EU to revise its AI regulations - FAZ

Data show that PALSONIFY was well tolerated and IGF-1 levels remained stably controlled during long-term open label extensions of PATHFNDR-1 and PATHFNDR-2 studies

image for news Crinetics to Present New Long-Term Data Demonstrating Durable Control of Once-Daily, Oral PALSONIFY™ (Paltusotine) in Acromegaly at ENDO 2025

Meta acquires voice startup Play AI — Positive

META   TechCrunch — July 13, 2025

Meta has acquired Play AI, a startup that uses AI to generate human-sounding voices.

image for news Meta acquires voice startup Play AI

NEW YORK, July 13, 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.

image for news DV DEADLINE NOTICE: ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages DoubleVerify Holdings, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action – DV

Oil News: Diverging OPEC, EIA, and IEA Signals Shake Oil Prices Forecast — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — July 13, 2025

Oil demand forecasts diverge as OPEC boosts supply, IEA turns bearish, and EIA warns of surpluses. Explore the full crude oil market outlook.

image for news Oil News: Diverging OPEC, EIA, and IEA Signals Shake Oil Prices Forecast

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Amylyx Pharmaceuticals, Inc. (NASDAQ: AMLX) (“Amylyx” or the “Company”) today announced the presentation of new exploratory analyses from the Phase 2 PREVENT and Phase 2b clinical trials of avexitide, an investigational, first-in-class glucagon-like peptide-1 (GLP-1) receptor antagonist for the treatment of post-bariatric hypoglycemia (PBH) at the Endocrine Society's annual meeting (ENDO 2025). In the Phase 2b trial, avexitide 90 mg once daily, the dose being.

image for news Amylyx Pharmaceuticals Presents New Exploratory Analyses from Phase 2 and Phase 2b Clinical Trials of Avexitide in Post-Bariatric Hypoglycemia at ENDO 2025

Meta Buying Voice AI Startup PlayAI — Positive

META   PYMNTS — July 13, 2025

Meta has reportedly acquired voice technology/artificial intelligence (AI) startup PlayAI. The “entire PlayAI team” is due to join Meta this week, Bloomberg News reported late Friday (July 11), citing an internal memo.

image for news Meta Buying Voice AI Startup PlayAI

Amazon says its longest Prime Day sale was also its biggest. The eCommerce giant announced Saturday (July 12) that its yearly summer sale produced record sales and savings in its newly expanded four-day form.

image for news Amazon Says Customers Saved ‘Billions' During Extended Prime Day

NEW YORK , July 13, 2025 /PRNewswire/ -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against XPLR Infrastructure, LP ("XPLR" or "the Company") (NYSE: XIFR) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired XPLR securities between September 27, 2023 and January 27, 2025, both dates inclusive (the "Class Period").

image for news XIFR INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that XPLR Infrastructure, LP Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit