Orchid Projects Loss for Q2: Is RMBS Strategy Backfiring? — Neutral
ORC Zacks Investment Research — July 10, 2025ORC projects a second-quarter loss as RMBS and derivative losses weigh on book value and expose interest rate risk.

Tesla, Inc. is making a fundamental pivot from its history as an EV manufacturer to a company focused on AI and autonomy. Tesla's long-term growth is driven by scaling its Robotaxi platform, and energy storage, with a longer-term TSLA investment in robotics through its Optimus division. Vertical integration across manufacturing, AI, and infrastructure supports cost efficiency and scalability.

Brandywine Realty Trust's high yield and discounted price reflect real risks: declining rents, shrinking FFO, and heavy debt loads. The office-heavy portfolio faces ongoing headwinds post-COVID, with management signaling asset sales and a shift toward life science and residential properties. Debt maturities loom within five years, and refinancing or asset sales may not be enough—dilution through new share issuance is a real risk.

Fundstrat Capital's GRNY ETF Surpasses $1.5 Billion in AUM, Posts 13.40% Return Since Inception — Neutral
GRNY PRNewsWire — July 10, 2025NEW YORK , July 10, 2025 /PRNewswire/ -- Fundstrat Capital has announced that the Fundstrat Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has surpassed $1.5 billion in assets under management (AUM). Since its launch on November 7, 2024, GRNY has delivered a 13.40% return as of June 30, 2025.

Tesla has applied to Arizona for robotaxi service certification, state transport department says — Positive
TSLA Reuters — July 10, 2025Tesla reached out to Arizona late last month to start a certification process for an autonomous vehicle ride-sharing service, and a decision is expected by the end of this month, the state's transportation department said on Thursday.

Amazon's Kuiper satellite push could yield $7B revenue by 2032 – BofA — Positive
AMZN Proactive Investors — July 10, 2025Amazon.com Inc (NASDAQ:AMZN)'s multibillion-dollar satellite internet project, Kuiper, is accelerating its launch schedule and could generate $7.1 billion in consumer revenue by 2032, Bank of America said in a note Thursday. The firm estimates Amazon will invest about $23 billion to build out the Kuiper satellite network, which aims to deliver internet services to underserved regions.

As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.

Bassett Furniture Industries, Incorporated (BSET) Q2 2025 Earnings Call Transcript — Neutral
BSET Seeking Alpha — July 10, 2025Bassett Furniture Industries, Incorporated (NASDAQ:BSET ) Q2 2025 Results Conference Call July 10, 2025 9:00 AM ET Company Participants J. Michael Daniel - Senior VP and Chief Financial & Administrative Officer Robert H.

'Shark Tank' investor Daymond John: Retailers should be OK for the holidays — Positive
XRT CNBC Television — July 10, 2025"Shark Tank" investor Daymond John said Thursday that he believes Christmas and the holiday season will be OK for retailers, though businesses should start planning alternative sourcing strategies now.

Emera Teleconference on August 8 to Discuss Q2 2025 Results — Neutral
EMA Business Wire — July 10, 2025HALIFAX, Nova Scotia--(BUSINESS WIRE)--Today Emera (TSX: EMA) announced that it will release its Q2 2025 results on Friday, August 8, 2025, before markets open. The Company will host a teleconference and webcast the same day at 9:30 a.m. Atlantic (8:30 a.m. Eastern) to discuss the results. Analysts and other interested parties in North America are invited to participate by dialing 1-800-717-1738. International parties are invited to participate by dialing 1-289-514-5100. Participants should dia.

Dan Ives Boosts PLTR Price Target: Will it be the Next ORCL? — Positive
ORCL PLTR Schwab Network — July 10, 2025Wedbush's Dan Ives increased his price target on Palantir (PLTR) to $160 from $140 over his "growing confidence" in its A.I. strategy that could lead it to be "the next Oracle (ORCL).

Ultragenyx shares plunge after bone disorder trial misses key interim goal — Negative
RARE Proactive Investors — July 10, 2025Shares of Ultragenyx Pharmaceutical Inc (NASDAQ:RARE) slumped around 26% on Thursday afternoon after the company and partner Mereo BioPharma said their late-stage study of setrusumab in osteogenesis imperfecta failed to meet a key interim goal. Ultragenyx is developing setrusumab as a potential first-in-class treatment for osteogenesis imperfecta, a rare genetic bone disorder with no approved therapies in the US.

CNBC's Deirdre Bosa joins 'Money Movers' to discuss AI's newest battlefront internet browsers.

Sharp price surges since my last writing prompted me to reexamine Broadcom stock. I see several new developments and catalysts that can keep supporting a buy rating. 2025 Q2 earnings report reveals near-record low days inventory outstanding, signaling strong and scalable demand for Broadcom's products.

How Trump's Student Loan Reform Could Funnel Billions In Loans To SoFi — Positive
SOFI Benzinga — July 10, 2025SoFi Technologies Inc. SOFI has seen its stock soar by approximately 45% in the past month, fueled by potential legislative changes that could significantly reroute student loan demand from federal programs to private lenders.

Pure Cycle Corporation (PCYO) Q3 2025 Earnings Call Transcript — Neutral
PCYO Seeking Alpha — July 10, 2025Pure Cycle Corporation (NASDAQ:PCYO ) Q3 2025 Earnings Conference Call July 10, 2025 8:30 AM ET Company Participants Marc Stephen Spezialy - VP, CFO & Principal Accounting Officer Mark W. Harding - President, CEO, Principal Executive Officer & Director Conference Call Participants Elliot Knight - Unidentified Company Marc Stephen Spezialy Good morning, everybody, and welcome to Pure Cycle Corporation's third quarter earnings call.

The Euro has rallied 16.23% against the U.S. dollar in 2025, breaking key technical resistance and maintaining a bullish trend. FXE ETF effectively tracks the Euro/USD exchange rate, offering liquidity and convenience for investors seeking Euro exposure in standard brokerage accounts. Despite the Euro's strength versus the dollar, gold has outperformed both, becoming the second-largest reserve asset for central banks, surpassing the Euro.

The search for the next impactful name in artificial intelligence (AI) often leads investors to crowded fields. Yet, quietly capturing a significant market share is Nebius Group N.V.

Dell Is Building AI Infrastructure Of The Future, Yet Still Dirt Cheap — Positive
DELL Seeking Alpha — July 10, 2025Dell is a critical enabler of the AI infrastructure revolution, with a booming AI server business and multi-billion-dollar backlog fueling strong growth. The scale of AI infrastructure spending is unprecedented, and Dell is well-positioned to capture a significant share from both hyperscaler and mega-project demand. Dell's valuation is deeply discounted versus sector peers, despite superior growth, cash flow, and margin expansion potential from its Infrastructure Solutions Group.
