Serious Wealth: 2 Dividend Kings to Buy for a Lifetime of Passive Income — Positive
KO LOW 24/7 Wall Street — July 07, 2025For investors seeking reliable passive income, Dividend Kings — companies with 50 or more consecutive years of dividend increases –are a compelling choice.

Mike Shorr of @ProsperTradingAcademy sees bullish momentum continuing in the markets and offers bullish example options trades for today's Big 3. He talks about the breakout potential he sees in Builders FirstSource (BLDR), the way traders can ride on DoorDash's (DASH) run higher, and Reddit's (RDDT) push needed to stage another breakout.

JA Worldwide and SAP Launch Global Career Discovery Initiative to Prepare Youth for the Future of Work — Neutral
SAP GlobeNewsWire — July 07, 2025BOSTON, July 07, 2025 (GLOBE NEWSWIRE) -- JA Worldwide and SAP are proud to announce a new global partnership that will equip tens of thousands of young people with the skills, confidence, and experience they need to thrive in the rapidly evolving world of work. Building on two decades of collaboration across local and regional programs, this new alliance brings SAP and JA together at the global level to launch the Global Career Discovery Initiative—a structured, scalable, and inclusive learning experience for youth aged 17 to 24 across more than 30 countries.

Molina Healthcare became the latest health insurer to warn that higher medical costs will hit earnings this year — Negative
MOH WSJ — July 07, 2025Molina Healthcare is the latest to warn it won't meet Wall Street expectations as it spends more on care in Medicaid, Medicare and Affordable Care Act plans.

We rate Comcast a Buy with a $47 PT, driven by strong Parks momentum and improving Peacock profitability, supporting a 31% upside from current levels. Parks expansion and new openings will deliver a $700mn EBITDA lift by FY26, while Peacock's sports-driven growth will outpace consensus expectations. Our valuation for CMCSA applies a disciplined 7.3x EV/EBITDA multiple, reflecting near-term outperformance but discounting for post-spin-off headwinds and broadband churn risks.

Can Ouster's R&D Spend Lead Lidar Shift, Grow Market Presence? — Positive
OUST Zacks Investment Research — July 07, 2025OUST leans on deep R&D investment and a shift to software-driven models to fuel growth and outpace lidar rivals.

Top Stock Movers Now: Tesla, Shell, Uber, and More — Negative
SHEL TSLA UBER Investopedia — July 07, 2025U.S. equities fell at midday as the market awaited word from the Trump administration about new tariffs. The Dow Jones Industrial Average, S&P 500, and Nasdaq all declined.

Advisors and investors showed strong interest in actively managed ETFs and municipal bond products in June according to VettaFi sentiment. While industrywide flows strong support the former, we think the latter is similarly compelling.

Tesla investors have a very clear message for Elon Musk: Stay away from politics — Negative
TSLA Business Insider — July 07, 2025Elon Musk is diving back into US politics, and Tesla investors are not happy about it. Tesla's stock price plunged on Monday after the billionaire said he would form a new political party.

CoreWeave to acquire Core Scientific for $9B in all-stock deal — Negative
CORZ CRWV Proactive Investors — July 07, 2025CoreWeave (NASDAQ:CRWV), an AI hyperscaler, announced that it will acquire data center infrastructure provider Core Scientific (NASDAQ:CORZ) in an all-stock deal valued at approximately $9 billion. Shares of both companies fell on the announcement, with CoreWeave down 2.3% at $161 and Core Scientific down 15.9% at $15.

Trump says ‘60 Minutes' lawsuit settlement is more than double the $16M that Paramount claims — Neutral
PARA PARAA New York Post — July 07, 2025Speaking with reporters at Joint Base Andrews late Thursday night, Trump claimed the settlement was actually worth much more than $16 million.

CoreWeave, Core Scientific Shares Slide on $9B Acquisition Deal — Neutral
CORZ CRWV Investopedia — July 07, 2025CoreWeave (CRWV) reached an agreement to acquire longtime data center partner Core Scientific (CORZ) in an all-stock deal worth roughly $9 billion, the company said Monday.

Consumer demand for homes has outpaced their wallets, says Howard Hughes Holding CEO David O'Reilly — Neutral
HHH CNBC Television — July 07, 2025David O'Reilly, Howard Hughes Holding CEO, joins 'Money Movers' to discuss the housing market, consumer demand, and rising costs of housing.

PSP is a strong sell due to persistent underperformance versus SPY and its high expense ratio, eroding any potential alpha. Private equity exposure can be achieved more efficiently by directly holding top players like Blackstone, KKR, and Ares, avoiding ETF fees. PSP's asset mix dilutes returns by combining best-in-class managers with weaker players, resulting in subpar performance.

Should I Buy Precious Metal ETFs, or Gold and Silver Directly? — Neutral
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ SIL SILJ SIVR SLV SLVP UGL 24/7 Wall Street — July 07, 2025Precious metals, especially gold, have historically been dependable repositories of wealth in terms of value retainage, especially during periods of government unrest and financial instability.

Microsoft's Azure Driving Cloud Growth: What's the Path Ahead? — Positive
MSFT Zacks Investment Research — July 07, 2025MSFT ramps up global Azure infrastructure with $80 billion AI data center push as cloud growth accelerates.

Newmont to fire at least 10% of staff at Suriname's Merian mine — Negative
NEM Reuters — July 07, 2025Newmont, the world's largest listed gold miner, announced on Friday that it would lay off 10% to 15% of its workforce at its Merian mine in Suriname, citing production declines.

Tesla shares slide after Musk announces new political move — Negative
TSLA Fox Business — July 07, 2025Tesla's stock dropped following CEO Elon Musk's announcement that he is forming the "America Party," reigniting political tensions weighing on investors.

SMBC Americas Hires Nick Stevenson to Lead TMT Corporate and Investment Banking — Neutral
SMFG Business Wire — July 07, 2025NEW YORK--(BUSINESS WIRE)--Nick Stevenson has joined SMBC Americas as Group Head of technology, media, and telecommunications (TMT) corporate and investment banking.

Deckers Outdoor Vs. adidas: Who's Better Ready For Vietnam's New Tariff Era? — Positive
ADDYY DECK Seeking Alpha — July 07, 2025Vietnam's new U.S. trade deal imposes steep tariffs on sneaker exports, hitting brands like Deckers Outdoor Corporation and adidas AG due to their heavy reliance on Vietnamese manufacturing. Deckers stands out with strong revenue growth, disciplined cost control, robust cash reserves, and pricing power, making it well-positioned to absorb tariff shocks. Adidas, despite recent financial improvements, faces higher risk from tariffs due to heavy inventory, less pricing flexibility, and a premium valuation that leaves little margin for error.
