Official Launch of Virtune Coinbase 50 Index ETP Marked by Bell Ringing in Frankfurt — Neutral
COIN GlobeNewsWire — June 23, 2025Stockholm, June 23, 2025 – Virtune, the Swedish regulated crypto asset manager, celebrated the official launch of its latest exchange-traded product, the Virtune Coinbase 50 Index ETP, with a ceremonial bell ringing at Deutsche Börse Xetra in Frankfurt on June 17, together with Coinbase.

Qualcomm's Dual Model: Disruptive Innovation And Robust Profitability — Positive
QCOM Seeking Alpha — June 23, 2025Qualcomm is transforming beyond smartphones, expanding into automotive, IoT, and edge AI, supported by strong alliances and acquisitions. Q2 FY2025 results showed robust growth: revenue up 17% YoY, EPS up 22%, and strong cash generation fueling shareholder returns. Despite elite margins and profitability, QCOM trades at a discount due to market skepticism about sustainable growth outside mobile.

Air Products and Chemicals: Margin Rebound To Drive Earnings Surge — Positive
APD Seeking Alpha — June 23, 2025Initiate Air Products and Chemicals with strong buy, $368 PT, citing cost resets and underappreciated margin rebound despite helium and macro headwinds. APD's core industrial gas franchise delivers resilient, contract-driven cash flow, with cost-outs and margin recovery above consensus expectations for FY25–26. Valuation assumes mean reversion to 17x FY26E EV/EBITDA, offering 36% upside and prudent risk/reward amid higher rates and market exuberance.

Vertex and Ono Pharmaceutical Announce Strategic Agreement to Develop and Commercialize Povetacicept in Japan and South Korea — Neutral
VRTX Business Wire — June 23, 2025BOSTON & OSAKA, Japan--(BUSINESS WIRE)--Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) and Ono Pharmaceutical Co., Ltd. (OTCMKTS: OPHLY) today announced an exclusive collaboration and license agreement for the development and commercialization of Vertex's povetacicept in Japan and South Korea. Povetacicept is a recombinant fusion protein therapeutic and dual antagonist of the BAFF (B cell activating factor) and APRIL (a proliferation inducing ligand) cytokines with best-in-class potential b.

European Medicines Agency Recommends Market Approval of AVT06, Alvotech's Proposed Biosimilar to Eylea® (aflibercept) — Neutral
ALVO GlobeNewsWire — June 23, 2025REYKJAVIK, Iceland and LONDON, June 23, 2025 (GLOBE NEWSWIRE) -- Alvotech (NASDAQ: ALVO), a global biotech company specializing in the development and manufacture of biosimilar medicines for patients worldwide and Advanz Pharma, a UK headquartered global pharmaceutical company with a strategic focus on specialty, hospital, and rare disease medicines in Europe, today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human use (CHMP) adopted a positive opinion recommending approval for AVT06, Alvotech's proposed biosimilar to Eylea® (aflibercept 2 mg). Based on a positive recommendation by CHMP, biosimilar medicines can be approved by the European Commission for …

European Medicines Agency Recommends Market Approval of AVT06, Alvotech's Proposed Biosimilar to Eylea® (aflibercept) — Neutral
ALVO GlobeNewsWire — June 23, 2025REYKJAVIK, ICELAND and LONDON, UK (June 23, 2025) — Alvotech (NASDAQ: ALVO), a global biotech company specializing in the development and manufacture of biosimilar medicines for patients worldwide and Advanz Pharma, a UK headquartered global pharmaceutical company with a strategic focus on specialty, hospital, and rare disease medicines in Europe, today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human use (CHMP) adopted a positive opinion recommending approval for AVT06, Alvotech's proposed biosimilar to Eylea® (aflibercept 2 mg). Based on a positive recommendation by CHMP, biosimilar medicines can be approved by the European Commission for marketing …

Leidos Holdings: Contract Visibility Meets Market Discount — Positive
LDOS Seeking Alpha — June 23, 2025Leidos is a leading US government contractor with strong revenue growth, high-quality profits, and a robust balance sheet, yet trades at a discount. The company benefits from predictable, long-term government contracts, steady demand, and stable margins, supporting continued growth in strategic sectors like cybersecurity and AI. Valuation models (DCF, P/E, EV/EBITDA) indicate a fair value 9–24% above current prices, with downside risk limited even under conservative scenarios.

The State Of REITs: June 2025 Edition — Neutral
BBRE DFAR DFGR FREL GLPI ICF IRT IYR OPI RWR SCHH USRT VNQ WHLR XLRE Seeking Alpha — June 23, 2025REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. Micro cap REITs (-0.73%) continued to struggle, while small caps (+4.28%), mid-caps (+1.83%) and large caps (+0.91%) saw gains. 62.58% of REIT securities had a positive total return in May.

Tesla's $4.20 robotaxi ride revives AI bull case, but analysts warn of long road ahead — Positive
TSLA Invezz — June 23, 2025Tesla Inc. made a modest but pivotal move in its bid to dominate the autonomous vehicle industry by launching its robotaxi service in Austin, Texas on Sunday.

Gold prices spike in reaction to US bombing of Iran nuclear sites — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — June 23, 2025Gold prices were on the decline on Monday, after a small spike over the weekend as investors turned to the traditional safe-haven investment following the US bombing Iran's nuclear facilities. The price of gold was down 0.4% at $3,356 an ounce, having fallen from $3,448 earlier in the month to $3,341 on Friday and then spiked to $3,380 on Sunday.

Novo Nordisk's new obesity drug hits high efficacy marks, but investors stay cautious — Neutral
NVO Proactive Investors — June 23, 2025Novo Nordisk (NYSE:NVO) delivered promising data over the weekend for its next-generation weight-loss injection, CagriSema, showing it can achieve weight reductions on par with the most effective treatments currently available. Yet the subdued market reaction on Monday suggests growing investor unease about how the Danish drugmaker will hold its lead in a rapidly crowding space.

Viavi: Some Real Meaningful Momentum Is On The Horizon, Finally — Positive
VIAV Seeking Alpha — June 23, 2025Viavi's Network Enablement segment is rebounding, driven by hyperscaler demand for 800G/1.6T optical upgrades and deeper datacenter integration. Strategic moves into defense and aerospace, especially with PNT tech and the Inertial Labs acquisition, are diversifying revenue and boosting stability. Financials show strong revenue growth and margins, but free cash flow is still weak, and the stock trades at a slight premium.

Strait of Hormuz is a ‘very difficult' area of the world to secure, oil analyst says — Neutral
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC International TV — June 23, 2025Andy Critchlow, EMEA head of news at S&P Global Commodity Insights, discusses the outlook for oil markets after U.S. strikes on Iranian nuclear facilities.

BITF Shareholders Have the Right to Lead the Bitfarms Ltd. Securities Lawsuit - Contact the DJS Law Group to Discuss Your Rights - BITF — Neutral
BITF PRNewsWire — June 23, 2025LOS ANGELES , June 23, 2025 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Bitfarms Ltd. ("Bitfarms" or "the Company") (NASDAQ: BITF) for violations of the federal securities laws.

Caledonia Mining unearths high grade gold as drilling aims to expand Blanket mine — Positive
AAAU BAR CMCL DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — June 23, 2025Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL) has unearthed high grades in new drilling results from its Blanket Mine, in Zimbabwe. Grades and intersection widths from the Blanket and Eroica orebodies were better than expected.

Oil prices climb as markets react to US bombing of Iran's nuclear facilities — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Proactive Investors — June 23, 2025Oil prices shot higher in early trading on Monday after the US joined Israel's attacks on Iran, with 'bunker buster' bombs dropped on three nuclear facilities over the weekend. Brent crude was up 1% at $78 a barrel, having momentarily topped $81 in the early hours, which was the highest since January.

Tesla's soft launch of robotaxis hints at a subtle shift in Musk's playbook — Neutral
TSLA Proactive Investors — June 23, 2025No splashy stage show, no grand unveil, no Tesla-shaped fireworks. Just a few influencers, a handful of self-driving Model Ys, and a quiet Sunday morning in Austin.

FLCC is an actively managed ETF blending growth and value stocks in the Russell 1000 Index. The fund has almost the same sector breakdown as the parent index, with a focus on technology. The track record of FLCC is short, but encouraging: it has outperformed the benchmark, and the Russell 1000 Growth and Value ETFs.

Final Data from Teva's PEARL Real-World Study Reinforce the Long-term Effectiveness of AJOVY® (fremanezumab) for the Prevention of Chronic and Episodic Migraine — Neutral
TEVA GlobeNewsWire — June 23, 2025TEL AVIV, Israel, June 23, 2025 (GLOBE NEWSWIRE) -- Teva Pharmaceutical Industries Ltd. (NYSE and TASE: TEVA) today announced that the final analysis of the pan-European PEARL Phase 4 migraine prevention study showed that AJOVY (fremanezumab), an anti-calcitonin gene-related peptide (CGRP) monoclonal antibody, delivered sustained effectiveness over a two-year period in reducing frequency, duration and severity of migraine attacks in patients with chronic and episodic migraine.1

Bentley Systems Wins Multiple 2025 Sustainability Delivery Awards — Neutral
BSY Business Wire — June 23, 2025EXTON, Pa.--(BUSINESS WIRE)--Bentley Systems recognized across multiple categories at Environment Analyst's 2025 Sustainability Delivery Awards.
