Vietnam's CMC gets approval for $250-mln hyperscale data centre — Positive
GPUS Reuters — July 13, 2025Vietnam's tech firm CMC Corp. has got approval from the authorities of Ho Chi Minh City to build a $250-million hyperscale data centre there, it said on Monday.
RAAA: A New And Exciting Leveraged AAA CLO Fund From Reckoner — Positive
RAAA Seeking Alpha — July 13, 2025Reckoner Leveraged AAA CLO ETF (RAAA) is the first ETF to offer leveraged exposure to the stable AAA CLO asset class. The fund is managed by an experienced team, notably John Kim, with a strong track record in CLO ETF management. RAAA aims to enhance yield by actively applying leverage, potentially offering a 60 bps excess spread over established funds like JAAA.
Indian Equities Are A Good Opportunity, But PIN Is Not The Best Fund — Positive
PIN Seeking Alpha — July 13, 2025The Invesco India ETF offers exposure to slightly higher quality Indian stocks but suffers from higher expenses, lower liquidity, and inconsistent income compared to peer India ETFs. India's macroeconomic outlook is robust, with strong GDP growth, limited tariff impact, and supportive monetary policy driving positive sentiment for Indian equities. Despite PIN's unique strategy, its performance and risk-adjusted returns do not justify choosing it over more cost-effective and liquid alternatives like FLIN.
DATA BREACH ALERT: Edelson Lechtzin LLP Is Investigating Claims On Behalf Of Artivion, Inc. Customers Whose Data May Have Been Compromised — Neutral
AORT GlobeNewsWire — July 13, 2025NEWTOWN, Pa., July 13, 2025 (GLOBE NEWSWIRE) -- The law firm of Edelson Lechtzin LLP is investigating data privacy claims regarding an incident at Artivion, Inc. (“Artivion”).
Gold and Silver Technical Analysis: XAUUSD Triangle and XAGUSD Cup Patterns Signal Upside — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — July 13, 2025Gold has formed multiple bullish hammer patterns at the ascending triangle support, while silver has broken above $37 and initiated a strong surge toward the $40 level.
JPMorgan Chase: Best In Class Bank Has More Room To Grow — Positive
JPM Seeking Alpha — July 13, 2025JPMorgan 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.
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.
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. — Positive
MSFT The Motley Fool — July 13, 2025Nvidia 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.
Compania de Minas Buenaventura: More Gold At Lower Costs — Positive
BVN Seeking Alpha — July 13, 2025I 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.
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.
Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It — Positive
JPM WSJ — July 13, 2025Bank puts $50 billion toward lending to riskier companies to compete with nonbank giants dominating market; Walgreens deal the payoff.
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.
Ki Corporation and Public Storage Update Offer to Acquire Abacus Storage King — Neutral
PSA Business Wire — July 13, 2025GLENDALE, 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.
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 — Neutral
OGN GlobeNewsWire — July 13, 2025NEW 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.
JPM, UAL & TSM: Charting the Start of 3Q Earnings Season — Neutral
TSM UAL JPM Schwab Network — July 13, 2025The 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).
Robinhood Dealing With Fallout of Tokenized Equities Offering — Negative
HOOD PYMNTS — July 13, 2025Two 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.
Siemens and SAP call for EU to revise its AI regulations - FAZ — Negative
SAP SIEGY Reuters — July 13, 2025Siemens and SAP CEOs have urged the European Union to revise its artificial intelligence legislation, saying the current rules stifle innovation.
Crinetics to Present New Long-Term Data Demonstrating Durable Control of Once-Daily, Oral PALSONIFY™ (Paltusotine) in Acromegaly at ENDO 2025 — Neutral
CRNX GlobeNewsWire — July 13, 2025Data 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
Meta has acquired Play AI, a startup that uses AI to generate human-sounding voices.
