CommScope: Leveraged But Loaded For Growth In AI Fiber And DOCSIS 4.0 — Positive

COMM   Seeking Alpha — July 21, 2025

CommScope returns to operating profit, but high interest costs keep net income underwater. No debt maturities until 2027 give COMM room to deleverage and regain financial footing. AI infrastructure surge fuels demand for COMM's fibre gear, boosting its flagship CCS segment.

image for news CommScope: Leveraged But Loaded For Growth In AI Fiber And DOCSIS 4.0

Transaction in Own Shares — Neutral

DEC   GlobeNewsWire — July 21, 2025

DIVERSIFIED ENERGY COMPANY PLC ("Diversified", or the "Company") DIVERSIFIED ENERGY COMPANY PLC (LSE:DEC, NYSE:DEC) announces that, in accordance with the terms of its share buyback programme announced on 20 March 2025, the Company has purchased 53,426 Ordinary Shares of 20 Pence each in the capital of the Company (the "Shares") in the market at a volume-weighted average price of $14.3485 per Share through Mizuho Securities USA LLC (MSUSA). The Shares acquired will, in due course, be cancelled.

image for news Transaction in Own Shares

Alaska Airlines Grounds Its Fleet Due to Software Outage — Negative

ALK   WSJ — July 21, 2025

The airline said it experienced an IT outage on Sunday evening, which continues to affect its operations.

image for news Alaska Airlines Grounds Its Fleet Due to Software Outage

El Pollo Loco remains cheap and undervalued, but California exposure and weak Q2 for Mexican QSRs create near-term headwinds. Casual dining is outperforming fast-casual and QSR segments, eroding fast-casual's value proposition and pricing power. California's negative same-store sales and political climate are disproportionately impacting Mexican restaurant chains like El Pollo Loco.

image for news El Pollo Loco: Why Buying After Earnings Could Get You A Better Deal (Earnings Preview)

Ryanair CFO on Earnings, ATC Costs, Tariffs — Positive

RYAAY   Bloomberg Markets and Finance — July 21, 2025

The chief financial officer of Ryanair, Neil Sorahan, discusses the company's performance as the Irish budget airline's net income in the first quarter more than doubled, with profit after tax of €820 million ($953 million). He also talks about air traffic control costs and the potential impact of tariffs on the airline industry.

image for news Ryanair CFO on Earnings, ATC Costs, Tariffs

I rate Fidelity High Dividend ETF a 'Buy' due to its strong 10-year total return of 193% and robust dividend growth. FDVV's portfolio blends high-dividend growth and value stocks, limiting downside risk and capitalizing on tech and AI sector rallies. The ETF boasts a low expense ratio, high liquidity, and attractive valuations compared to the S&P 500.

image for news FDVV: A Solid Dividend ETF With A Potential To Offer Lofty Returns In The Long Term

Alaska Airlines grounds all flights after IT outage — Negative

ALK   Skynews — July 21, 2025

Alaska Airlines has grounded its planes following an IT outage.

image for news Alaska Airlines grounds all flights after IT outage

Fresh Del Monte Produce: A Ripe Season To Harvest An Undervalued Stock — Positive

FDP   Seeking Alpha — July 21, 2025

Fresh Del Monte gets a 'Buy' rating for my initial coverage. The top line could grow from continued global demand for fresh fruits and vegetables, despite competition from Dole and other brands. FDP has an improved balance sheet risk profile as debt has come down.

image for news Fresh Del Monte Produce: A Ripe Season To Harvest An Undervalued Stock

Upgrading ManpowerGroup from strong sell to hold, due to better-than-expected 2Q25 results and signs of stabilization in some regions and brands. Strong growth in the US Manpower brand and resilient performance in Italy and Japan offset ongoing weakness in Northern Europe. Profitability and cost control exceeded expectations, but margin pressure persists due to Experis brand weakness and a negative mix shift.

image for news ManpowerGroup: Upgrade To Hold But Weakness In Northern Europe Remains A Headwind

Geneva, Switzerland, July 21, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, and its parent company WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), today announced that a transformative initiative launched several years ago to establish LLG4IRir.com a Cross-Border Deeptech Center of Excellence (the “Center”) for the 4th Industrial Revolution is now being formally activated, following the historic agreement between Spain and the United Kingdom on Gibraltar's post-Brexit border status.

image for news SEALSQ and WISeKey Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar

WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar

image for news WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar

GOOGL's recent underperformance is largely due to slower advertising growth, a relatively muted capex outlook, and higher D&A, which could pressure earnings. Despite the gradual pace of AI monetization in advertising, Google Cloud delivered strong growth and continued margin expansion in 1Q. The valuation gap between GOOGL and META reflects Meta's stronger ad growth and more aggressive FY2025 capex, 36% of total revenue, vs 19% for GOOGL.

image for news Alphabet 2Q Preview: Higher D&A To Weigh On Earnings; AI Monetization Slows But Continues

Why the US is charging a $250 'visa integrity fee' — Neutral

V   CNBC International TV — July 21, 2025

Travelers who require a non-immigrant visa to enter the U.S. will need to pay a new "visa integrity fee" to visit. The Department of Homeland Security says the new measure will "restore integrity" to the nation's immigration system, but some are concerned it may dissuade international visitors, reports CNBC's Monica Pitrelli.

image for news Why the US is charging a $250 'visa integrity fee'

Alaska Airlines is grounding its fleet because of an IT outage — Negative

ALK   Business Insider — July 21, 2025

Alaska Airlines on Sunday asked to ground its entire fleet of aircraft. The airlines said it experienced an IT outage that was affecting its operations.

image for news Alaska Airlines is grounding its fleet because of an IT outage

Tesla at a Crossroads: What to Watch in Q2 Earnings — Positive

TSLA   Zacks Investment Research — July 21, 2025

Tesla is at a crossroads as the company looks to diversify away from its legacy business into new businesses, such as the robotaxi business. Investors will gain valuable new insights when the company reports earnings on Wednesday evening.

image for news Tesla at a Crossroads: What to Watch in Q2 Earnings

CAMPBELL, Calif. & PRAGUE--(BUSINESS WIRE)--Tigo Energy, Inc. (NASDAQ: TYGO) (“Tigo” or “Company”), a leading provider of intelligent solar and energy software solutions, today announced that the Company's entire portfolio of three-phase Tigo EI Inverters has successfully passed the certification tests for compliance with the PPDS P4 requirements in the Czech Republic. Compliance with PPDS P4, formally known as Distribution System Operation Rules, Annex 4, is a prerequisite for grid connection.

image for news Tigo Energy Adds Solar-Plus-Storage Portfolio in Czech Republic to Build on MLPE Success

GE Aerospace: Strong Multi-Year Growth And Compelling Valuation — Positive

GE   Seeking Alpha — July 20, 2025

GE Aerospace's solid backlog and strong commercial services growth provide robust revenue visibility and a solid foundation for future top-line expansion. The LEAP engine ramp and expanding installed base are set to drive long-term aftermarket and services revenue growth, enhancing profitability. Operational improvements under the FLIGHT DECK model are boosting supply chain efficiency, delivery reliability, and productivity, supporting both margin expansion and output growth.

image for news GE Aerospace: Strong Multi-Year Growth And Compelling Valuation

Bank Of America: CPI Report, Robust Q2 Earnings, Moderate Valuation — Positive

BAC   Seeking Alpha — July 20, 2025

Bank of America delivered robust 2Q25 earnings, driven by strong lending, trading, and a 7% YoY increase in net interest income. A higher-for-longer interest rate environment, supported by rising inflation, is bullish for BAC's floating-rate loan portfolio and net interest income outlook. The stock trades at a 17% discount to peers on book value, offering re-rating potential given consistent profitability and reaffirmed 2025 net interest income guidance.

image for news Bank Of America: CPI Report, Robust Q2 Earnings, Moderate Valuation

VTV: Is Vanguard's $200B Value ETF Right For You? — Negative

VTV   Seeking Alpha — July 20, 2025

VTV offers low-cost, diversified exposure to U.S. large-cap value stocks, excelling in downside risk management and consistent, middle-of-the-road performance. With a 0.04% expense ratio, high liquidity, and nearly 200 billion in assets, VTV may be ideal for conservative investors seeking moderate income and stability. VTV has avoided poor quartile performance and large drawdowns, but its ten-year returns have lagged peers due to lower growth rates caused by underweighting tech and mega-caps.

image for news VTV: Is Vanguard's $200B Value ETF Right For You?

Gold consolidates at the edge of the ascending triangle and awaits a breakout, while silver tests support and aims to continue its upward momentum toward $40.

image for news Gold (XAUUSD) and Silver Analysis: Consolidation Patterns Point to Next Big Move