Google said Wednesday that it would sign the EU AI code of practice. The code provides guidance on how to meet the requirements of the EU's landmark AI Act.

image for news Big Tech split? Google to sign EU's AI guidelines despite Meta snub

Polaris: Q2 Was Surprisingly Resilient — Neutral

PII   Seeking Alpha — July 30, 2025

Polaris reported Q2 financials well above Wall Street's and the market's expectations. Overstocked dealer inventories are a subsiding headwind, underlined by a fair Q3 outlook. The macroeconomic environment remains turbulent. High interest rates and consumer uncertainty still weigh on retail sales, while tariffs continue to add significant pressure on Polaris' Chinese sourcing. I believe that PII stock has a fair margin of safety. My DCF model suggests a fair value of $63.4.

image for news Polaris: Q2 Was Surprisingly Resilient

India equipped to absorb cost of oil price shifts if U.S. sanctions hit, says Stanchart — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  SCBFF  UCO  USO  XOP   CNBC International TV — July 30, 2025

Anubhuti Sahay, Head of India Economics Research at Standard Chartered Bank says India can absorb the cost of shifting from Russian to U.S. crude oil if sanctions hit and it's forced to stop importing Russian oil. Sahay does not think it will amount to an "oil shock", and India will be able to manage it without a significant impact on inflation.

image for news India equipped to absorb cost of oil price shifts if U.S. sanctions hit, says Stanchart

Gold and silver trade sideways as traders await Fed guidance. Key resistance levels at $3,352 and $38.30 could define the next move post-FOMC.

image for news Gold (XAUUSD) & Silver Price Forecast: $3,352 and $38.30 Resist Breakouts Pre-FOMC

Double-Checking The Credit Rating (Part 11): Digital Realty Trust — Positive

DLR   Seeking Alpha — July 30, 2025

Digital Realty Trust boasts a strong balance sheet, high asset coverage, and robust fixed-charge coverage, supporting its investment-grade credit ratings. Preferred shares trade below par, offering yields above 6%, presenting an attractive income opportunity for moderate-risk investors. DLR's capital structure is healthy, with 93% fixed-rate debt and a market-adjusted asset coverage of 496%.

image for news Double-Checking The Credit Rating (Part 11): Digital Realty Trust

Led By Visionary Team Bridging Wall Street, DeFi and Web3 Fundamental Global Inc. to be Renamed FG Nexus Inc. Fundamental Global Co-Founder Joe Moglia to serve as Executive Advisor to the Company Maja Vujinovic, an Early Blockchain Pioneer, to Lead the Digital Asset Business Strategic and financial investors include Galaxy Digital, Kraken, Hivemind Capital, Syncracy Capital, Digital Currency Group (DCG), and Kenetic Charlotte, NC, July 30, 2025 (GLOBE NEWSWIRE) -- Fundamental Global Inc. (Nasdaq: FGF, FGFPP) (the “Company” or “Fundamental Global”) today announced the pricing and signing of a private placement for the purchase and sale of 40,000,000 prefunded common …

image for news Fundamental Global Inc. Announces $200 Million Private Placement and Launches Ethereum Treasury Strategy on Ethereum's 10th Birthday

WALTHAM, Mass.--(BUSINESS WIRE)--Viridian Therapeutics, Inc. (Nasdaq: VRDN), a biopharmaceutical company focused on discovering, developing, and commercializing potential best-in-class medicines for serious and rare diseases, today announced that it has entered into an exclusive collaboration and license agreement with Kissei Pharmaceutical Co., Ltd. (“Kissei”) to develop and commercialize veligrotug and VRDN-003 in Japan. Both molecules are anti-insulin-like growth factor-1 receptor (IGF-1R) a.

image for news Viridian Therapeutics Announces Collaboration and License Agreement with Kissei Pharmaceutical to Develop and Commercialize Veligrotug and VRDN-003 in Japan with an Upfront Payment of $70 Million and up to $315 Million in Milestone Payments

Interactive Brokers Expands Forecast Contracts to European Market — Neutral

IBKR   Business Wire — July 30, 2025

GREENWICH, Conn.--(BUSINESS WIRE)-- #IBKR--Interactive Brokers (Nasdaq: IBKR) today announced the expansion of Forecast Contracts into Europe.

image for news Interactive Brokers Expands Forecast Contracts to European Market

Payoneer: Short-Term Uncertainty Has Made The Stock Too Cheap To Ignore — Positive

PAYO   Seeking Alpha — July 30, 2025

Payoneer is undervalued after a 35% stock drop, presenting a compelling long-term entry point despite short-term uncertainty and withdrawn 2025 guidance. Global expansion, growing user volume, high investment, and strategic acquisitions like Easylink in China support long-term growth, even as interest income slows. A strong balance sheet with $525M cash, no debt, and robust free cash flow enables PAYO's self-funded growth, resilience through global crises, and share repurchases.

image for news Payoneer: Short-Term Uncertainty Has Made The Stock Too Cheap To Ignore

Bath & Body Works: A High-Value Pick At A Discount — Neutral

BBWI   Seeking Alpha — July 30, 2025

Bath & Body Works has a modest moat fueled by strong brand loyalty, vertical integration, and high returns, but it faces headwinds from changing consumer preferences and rising digital competition. The company's asset-light model and robust capital allocation support strong operating margins and a sustained, very compelling ROIC well above its WACC. Trading at depressed valuations, the stock looks particularly cheap when viewed through the lens of its strong operational performance.

image for news Bath & Body Works: A High-Value Pick At A Discount

UBS warns of clients' 'tariff fatigue' — Negative

UBS   CNBC International TV — July 30, 2025

Swiss lender UBS posts a Q2 net profit beat but CEO Sergio Ermotti tells CNBC that tariff ‘fatigue' is beginning to affect client sentiment. Chinese and U.S. negotiators have failed to confirm a trade truce following 2 days of discussions in Stockholm.

image for news UBS warns of clients' 'tariff fatigue'

HSBC shares slide as profits drop 29% due to China and Hong Kong impairments — Negative

HSBC   Proactive Investors — July 30, 2025

HSBC Holdings PLC (LSE:HSBA) shares fell over 4% after the bank reported a 29% plunge in second-quarter profit, but still unveiled another $3 billion share buyback and $0.10 quarterly dividend. Profit before tax came in at $6.3 billion for the second quarter, down $2.6 billion year-on-year due to a $2.14 billion impairment charge relating to a longstanding investment in China 'associate' Bank of Communications (BoCom) and exposure to the Hong Kong real estate market, which led to expected credit losses rising $900 million to $1.9 billion.

image for news HSBC shares slide as profits drop 29% due to China and Hong Kong impairments

PayPal: Massive Drop = Buying Opportunity — Positive

PYPL   Seeking Alpha — July 30, 2025

PayPal delivered strong Q2 results, beating estimates and raising guidance, yet shares dropped close to 10%, creating a compelling long-term buying opportunity. User growth was modest at 2%, but total payment volume and revenues rose 5%, with operating income up 13% due to margin expansion. Aggressive share buybacks have reduced share count by over 20% in recent years, boosting EPS growth and enhancing shareholder value.

image for news PayPal: Massive Drop = Buying Opportunity

Despite this, 99% of respondents supported a ban in the private sector, surpassing the 94% in favour of a public sector ban READING, England , July 30, 2025 /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leading provider of cyber resilience and data protection solutions for the hybrid cloud, today published new research revealing a sharp divide between principle and practice around the proposed ban on ransomware payments. While 96% of surveyed UK business leaders from £100 million+ companies believe payments should be banned across both public and private sectors, 75% admit that if a ban was extended to the private sector, …

image for news 75% of UK Businesses Would Break a Ransomware Payment Ban to Save Their Company, Risking Criminal Charges

Natural Gas and Oil Forecast: Crude Pauses at 5-Week High Amid Inventory Build — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — July 30, 2025

Crude oil holds a five-week high near $69 as inventory builds and geopolitical risks fuel market volatility ahead of key macro developments.

image for news Natural Gas and Oil Forecast: Crude Pauses at 5-Week High Amid Inventory Build

Spain says Airbnb withdrew 65,000 listings deemed illegal — Neutral

ABNB   Reuters — July 30, 2025

Spain's consumer rights ministry said on Wednesday Airbnb has withdrawn the 65,000 listings for holiday rentals it said violated existing rules back in May.

image for news Spain says Airbnb withdrew 65,000 listings deemed illegal

Starbucks Corp (NASDAQ:SBUX, ETR:SRB) shares rose 4.6% after hours on Tuesday as the coffee chain said its turnaround efforts are ahead of schedule, encouraging investors despite a sharper-than-expected drop in profits. Adjusted earnings per share for the third quarter fell to $0.50, down 46% from a year earlier and well below analysts' forecasts.

image for news Starbucks shares climb in after-hours trading as turnaround runs ahead of schedule despite profit miss

SoFi CEO: Growth is coming from the largest banks in our country — Positive

SOFI   Fox Business — July 30, 2025

SoFi CEO Anthony Noto unpacks company offerings and growth on 'The Claman Countdown.' #foxbusiness #politics #eocnomy #market #investing

image for news SoFi CEO: Growth is coming from the largest banks in our country

GXO and Huel celebrate six years of strategic growth — Neutral

GXO   GlobeNewsWire — July 30, 2025

Operational footprint increases by 1100%; Workforce nearly triples Huel's recent integration of an electric HGV will save 8.5 tonnes of CO2 per year LONDON, England, July 30, 2025 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO), the world's largest pure-play contract logistics provider, announced it is evolving its partnership with Huel, the leading producer of nutritionally complete food products, to support Huel's rapid growth. GXO has supported Huel's growth trajectory and provided the space Huel needs to meet increasing demand from customers worldwide.

image for news GXO and Huel celebrate six years of strategic growth

GSK confident of hitting top end of 2025 targets after strong second quarter — Positive

GSK   Proactive Investors — July 30, 2025

GSK PLC (LSE:GSK, NYSE:GSK) said on Wednesday it expects to deliver results at the top end of its guidance for the year after reporting a robust second quarter, fuelled by strong sales in its Specialty Medicines and Vaccines businesses. The pharmaceuticals giant posted sales of £8 billion for the three months to June, up 6% at constant exchange rates.

image for news GSK confident of hitting top end of 2025 targets after strong second quarter