MSTE:CA: Better Off Owning MSTR Directly, Hold — Positive

MSTR   Seeking Alpha — June 23, 2025

MSTE offers leveraged exposure to MicroStrategy and monthly income via covered calls, but adds complexity and extra fees versus owning MSTR directly. We remain bullish on Bitcoin and MSTR as a proxy, viewing both as hedges against fiat currency and global instability. The fund's strategy only outperforms within a limited price range for MSTR; outside this, plain MSTR ownership has historically delivered better returns.

image for news MSTE:CA: Better Off Owning MSTR Directly, Hold

ArcBest: A Good Buy At Current Levels — Positive

ARCB   Seeking Alpha — June 23, 2025

ArcBest is showing signs of a top-line turnaround, with tonnage/day growth turning positive in April and May. Despite Q1 margin pressure from lower volumes and labor costs, ArcBest is well-positioned for margin improvement going forward. With a strong earnings recovery expected and favorable long-term tailwinds, the stock offers compelling risk-reward and is rated a buy.

image for news ArcBest: A Good Buy At Current Levels

SBC Medical Participated in 4 Investor Conferences in May and June 2025 — Neutral

SBC   GlobeNewsWire — June 23, 2025

IRVINE, Calif., June 23, 2025 (GLOBE NEWSWIRE) -- SBC Medical Group Holdings Incorporated (Nasdaq: SBC) (“SBC Medical”), a global franchise and provider of services for aesthetic clinics, recently participated in several prominent investor conferences throughout May and June 2025.

image for news SBC Medical Participated in 4 Investor Conferences in May and June 2025

Creates North America's first High-Voltage Propulsion Manufacturer with Multi-Brand Retail and Service Infrastructure Positions Company for Accelerated Growth in $2.5B+ Global Electric Boat Market Consistently Generated Over USD $100 Million in Annual Sales from 2020 to 2023 MONTREAL, QC / ACCESS Newswire / June 23, 2025 / Vision Marine Technologies Inc. (NASDAQ:VMAR) ("Vision Marine" or the "Company"), a leader in high-voltage electric marine propulsion systems, today announced the acquisition of Nautical Ventures Group, Inc. ("Nautical Ventures"), a Florida-based recreational boat dealership, marina, and service provider. Recently named the 2024 Boating Industry "Dealer of the Year".

image for news Vision Marine Technologies Acquires Nautical Ventures Group, Boating Industry 2024 Top 100 Dealer of the Year

It is in China's interest to see de-escalation given its high dependency on gulf oil: CSIS — Neutral

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   CNBC International TV — June 23, 2025

Clayton Seigle from CSIS says oil traders want to see the volume and duration disruption of oil supply before pricing in more risk premium in crude.

image for news It is in China's interest to see de-escalation given its high dependency on gulf oil: CSIS

York Water: Significant Upside Potential, Limited Downside Risk — Positive

YORW   Seeking Alpha — June 23, 2025

York Water is a conservative, high-quality utility with a 200+ year dividend history, currently trading at an attractive valuation after recent earnings declines. Despite short-term earnings pressure from infrastructure upgrades, I expect a strong reversal and 15%+ annualized returns as operating expenses normalize by 2026. The company's regulatory monopoly, reliable dividend, and resilient business model make it a safe long-term investment, even amid sector-wide infrastructure challenges.

image for news York Water: Significant Upside Potential, Limited Downside Risk

AGNC: Lock-In High Dividend And Build A Good Income Stream — Positive

AGNC   Seeking Alpha — June 23, 2025

AGNC Investment Corp. offers a compelling 15%+ yield, paid monthly, making it a top choice for income-focused portfolios as rates and housing stabilize. The company's diversified, agency-backed mortgage portfolio and strong historical returns support a long-term bullish thesis, despite recent rate-driven volatility. I see opportunity to enhance returns by selling AGNC call options, reinvesting dividends, and using options for cost-effective hedging while awaiting recovery.

image for news AGNC: Lock-In High Dividend And Build A Good Income Stream

Outlook for DAX hinges on Iran conflict, PMI data, and ECB guidance. Can soft price trends fuel a sustained rally?

image for news Dax Index News: Forecast Turns Gloomy After US-Iran Strike Headlines; Iran Response Key

Chinese Stocks and American Exchanges Head for a Breakup — Negative

BABA  BIDU  FXI  JD  KWEB  MCHI  PDD   WSJ — June 22, 2025

A delisting push is adding to the unraveling of Wall Street's love affair with China Inc.

image for news Chinese Stocks and American Exchanges Head for a Breakup

Brazil's Central Bank hiked interest rates by 0.25% to 15%, reaching the highest level since 2006. Lula's expansionary fiscal policies clash with contractionary monetary efforts, fueling inflation. Political uncertainty ahead of 2026 elections adds volatility. Market eyes opposition candidate Tarcísio de Freitas.

image for news EWZ: This Is Why Brazilian Stocks Are Rising Even With Interest Rates At 15%

Oil markets are entering a new phase of uncertainty after the U.S. entered the war between Iran and Israel, said industry watchers, predicting oil at $100 a barrel if the Strait of Hormuz is closed. MST Marquee's Saul Kavonic portends an "oil price shock" similar to levels seen in 2022 following Russia's invasion of Ukraine.

image for news Oil at $100 a barrel? U.S. role in Iran-Israel fight fuels market jitters

Biogen: Investors Are Missing The Bigger Picture — Positive

BIIB   Seeking Alpha — June 22, 2025

Biogen is an intriguing stock that occupies one of the leading positions in the central nervous system therapeutic market. On May 1, it released fairly strong financial results for the first quarter of 2025. So, the strong demand for Skyclarys and Leqembi helps strengthen Biogen's balance sheet and also allows it to actively rejuvenate its portfolio of product candidates aimed at treating autoimmune diseases.

image for news Biogen: Investors Are Missing The Bigger Picture

Wolfspeed said on Sunday that it has reached a restructuring agreement with creditors and plans to file for bankruptcy in the U.S. in the near future.

image for news Wolfspeed reaches agreement with creditors, plans bankruptcy filing

Warren Buffett Would Love These 3 Nifty50 Companies for Long-Term Wealth — Positive

INFY  SBI   24/7 Wall Street — June 22, 2025

India's benchmark indices, Nifty50 and Sensex started the day in green after a muted week.

image for news Warren Buffett Would Love These 3 Nifty50 Companies for Long-Term Wealth

Microsoft: A Measurable AI Stock With Limited Downside — Positive

MSFT   Seeking Alpha — June 22, 2025

Microsoft's AI monetization is just beginning, with Copilot and Azure AI offering measurable, recurring, high-margin growth potential not fully priced into current valuations. Despite higher relative valuations to peers, Microsoft's stable, sticky enterprise base and focused product suite justify a premium, making it a dependable long-term Buy for conservative portfolios. Key growth drivers include Copilot adoption, Azure AI, and Microsoft Fabric, with potential for $40B in new AI-linked revenue over the next 2–3 years.

image for news Microsoft: A Measurable AI Stock With Limited Downside

Hang Seng Index News: Risks Rise as Iran Threatens Strait of Hormuz Closure — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — June 22, 2025

Hang Seng Index falls as Iran-Israel tensions escalate and oil prices surge on Strait of Hormuz closure fears. Will 23,000 hold?

image for news Hang Seng Index News: Risks Rise as Iran Threatens Strait of Hormuz Closure

SPHY: A Good Choice For Income-Focused Investors — Positive

SPHY   Seeking Alpha — June 22, 2025

SPHY offers exposure to US high-yield corporate bonds with attractive yields and low call risk, making it suitable for income-focused investors. Current macroeconomic indicators—loose financial conditions, stable bank reserves, and moderate volatility—support a favorable environment for high-yield bonds. Credit spreads remain compressed, reflecting healthy market sentiment; monitoring for spread widening is crucial for risk management.

image for news SPHY: A Good Choice For Income-Focused Investors

Marvell Technology: The Smartest AI Stock You're Probably Undervaluing — Positive

MRVL   Seeking Alpha — June 22, 2025

Marvell's Custom AI Investor Day showcased breakthrough custom silicon wins with Amazon and Microsoft, highlighting its leadership in AI infrastructure and cloud data center growth. The company unveiled industry-first 2nm SRAM, advanced power solutions, and packaging innovations, positioning itself as a key enabler for hyperscaler AI chips. Despite a recent rally, Marvell trades at a 33% discount to its 5-year average, offering strong growth at an attractive valuation with accelerating earnings.

image for news Marvell Technology: The Smartest AI Stock You're Probably Undervaluing

Home Depot: We Do Not See Any Growth Catalysts In The Near Future — Neutral

HD   Seeking Alpha — June 22, 2025

The macroeconomic environment remains challenging for Home Depot, with weak consumer confidence, low existing home sales, and ongoing geopolitical uncertainty impacting demand. Valuation models, including dividend discount and price multiples, suggest HD stock is overvalued compared to both sector peers and its historical averages. Recent earnings showed lackluster performance: comp sales declined, margins contracted, accounts receivable rose, and EPS fell year-over-year.

image for news Home Depot: We Do Not See Any Growth Catalysts In The Near Future

LOS ANGELES--(BUSINESS WIRE)--Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today shared a weekly business update from YT Jia, Founder and Co-CEO of FF. “A quick heads-up for everyone: the FX Super One's first in-person Private Preview & Co-Creation Event is on track to take place next Sunday afternoon, June 29, in Los Angeles. Now let's start with the progr.

image for news Faraday Future Founder and Co-CEO, YT Jia, Shares Weekly Investor Update - FX Pushes “Scenario-as-Store” Frontier, Signs 500-Unit Deposit Agreement with Leading MCN Telling Inc., FX Super One B2B Deposits Hit 4,000