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Block jumps after S&P 500 inclusion in new milestone for fintech — Positive
IVV SPLG SPXL SPY SSO UPRO VOO Reuters — July 21, 2025Tech billionaire Jack Dorsey-led Block's shares rose nearly 10% before the bell on Monday after the payments firm was added to the benchmark S&P 500 , marking a milestone for the fintech sector.

CF Industries: Vital And Undervalued Company Backed By Future Trends — Positive
CF Seeking Alpha — July 21, 2025CF Industries boasts industry-leading margins, robust free cash flow, and a healthy balance sheet, making it an attractive Buy at current valuations. The company is well-positioned for long-term growth through exposure to ammonia (including green) and hydrogen, benefiting from global decarbonization trends. Strong capital returns via aggressive buybacks and dividends enhance shareholder value, with future yields dependent on commodity price stability.

Applied Materials: Everyone Looks At Nvidia, But Chips Must Be Built First — Positive
AMAT NVDA Seeking Alpha — July 21, 2025Applied Materials is the backbone of chip manufacturing, dominating deposition, etch, and CMP—critical for AI chip production and industry innovation. The stock is undervalued, with demand recovering as foundries like TSMC ramp up orders for next-gen AI and high-performance chips. Earnings are solid, guidance is stable, and catalysts like China export reopening and AI-driven demand are not yet fully priced in.

Here's how much Ryanair staff get paid for identifying oversized cabin bags — Neutral
RYAAY Market Watch — July 21, 2025Ryanair has a reputation for cost control, and it actually rewards staff for identifying bags that are too big to be carried on board.

Nvidia Stock Gains. Why Big Tech Earnings Can Keep the Rally Going. — Positive
NVDA Barrons — July 21, 2025Nvidia stock will be driven by earnings reports from technology companies, kicking off with Google-parent Alphabet on Wednesday.

NET Power: Unlocking Value After The Hype Fades

Ether Machine, backed by crypto giants, set to raise over $1.6 billion in Nasdaq debut — Positive
NDAQ Reuters — July 21, 2025The Ether Reserve, a new crypto venture backed by prominent crypto investors, will list on the Nasdaq through a merger with blank-check firm Dynamix Corporation and is expected to raise over $1.6 billion.

Evotec Adjusts Revenue Guidance and Confirms Profit Guidance Anticipating a More Profitable Revenue Mix — Neutral
EVO Accesswire — July 21, 2025Successful execution of new strategy for sustainable and profitable growth leading to changing revenue mix with strong demand for Evotec's differentiated platforms High-margin technology license revenues expected to have a stronger impactthan anticipated Significant cost optimization in excess of initial targets from Priority Reset Shared R&D base businesscontinues to navigate in a challenging market environment H1 2025 Group revenues below expectations; adj. EBITDA broadly in line with expectations Revenue guidance adjusted; R&D and adjusted EBITDA guidance unchanged, reflecting improved revenue mix and cost discipline Evotec confirms itsOutlook 2028 HAMBURG, DE / ACCESS Newswire / July 21, 2025 / Evotec SE …

IIPR remains risky but attractive for cannabis investors after a major price drop, offering deep value compared to peers despite ongoing tenant and industry challenges. Recent financials show declining revenue, EPS, and AFFO, with dividend sustainability in question and refinancing risk looming, but the balance sheet remains relatively stable. Valuation is compelling at 0.8x tangible book and a 14.5% dividend yield, though a dividend cut is likely; technicals suggest possible further downside but also significant upside potential.

Domino's Pizza® Announces Second Quarter 2025 Financial Results — Neutral
DPZ PRNewsWire — July 21, 2025Global retail sales growth (excluding foreign currency impact) of 5.6% U.S. same store sales growth of 3.4% International same store sales growth (excluding foreign currency impact) of 2.4% Global net store growth of 178, including 30 net store openings in the U.S. and 148 net store openings internationally Income from operations increased 14.8%; excluding the $0.2 million negative impact of foreign currency exchange rates on international franchise royalty revenues, income from operations increased 14.9% ANN ARBOR, Mich. , July 21, 2025 /PRNewswire/ -- Domino's Pizza, Inc. (Nasdaq: DPZ), the largest pizza company in the world, announced results for the second …

Disney's Sports segment, especially ESPN, is often overlooked but holds significant long-term upside as management innovates and the sports industry grows. Recent financials show a turnaround: 2025 revenue and operating income are up, driven by cost controls and strong advertising and subscription growth. The upcoming direct-to-consumer ESPN app, with flexible pricing and bundling, could be a game changer, potentially adding $3 billion in annual revenue.

Meta investors settlement with Zuckerberg takes heat off Delaware — Positive
META Reuters — July 21, 2025A last-minute settlement between Meta Platforms shareholders and the company's leadership last week ended an $8 billion trial and spared Mark Zuckerberg from testifying about alleged violations of Facebook users' data. It also took the heat off the state of Delaware, which has been plagued by criticism from technology and business leaders.

Kraft Heinz seeks to revive old brands by undoing 2015 mega-merger — Negative
KHC Reuters — July 21, 2025Kraft Heinz's potential spinoff of slower-growing brands such as Velveeta cheese is a risky last-ditch effort to boost returns by reversing its unsuccessful decade-old merger.

VPU hit a new 52-week high as investor demand for defensive plays boosts momentum in the utilities sector.

Sequans Acquires 1,264 Additional BTC and Now Holds 2,317 BTC — Neutral
SQNS Newsfile Corp — July 21, 2025Paris, France--(Newsfile Corp. - July 21, 2025) - Sequans Communications S.A. (NYSE: SQNS), a pioneer in adopting Bitcoin as its primary treasury reserve asset and a leading provider of cellular IoT semiconductor solutions, today announced the acquisition of an additional 1,264 bitcoin for ~$150 million at an average price inclusive of fees of ~$118,659 per bitcoin.

CLEVELAND--(BUSINESS WIRE)--Cleveland-Cliffs Inc. (NYSE: CLF) today reported second-quarter results for the period ended June 30, 2025. Second-Quarter Consolidated Results Record steel shipments of 4.3 million net tons Revenues of $4.9 billion GAAP net loss of $470 million, inclusive of $323 million of previously disclosed non-recurring charges related to idled facilities Adjusted net loss1 of $247 million, or $0.50 per diluted share Adjusted EBITDA2 of $97 million, a $271 million improvement q.

DIVIDEND ALERT: US$0.836 CASH DIVIDEND TO BE DISTRIBUTED ON JULY 25 TO ChipMOS ADS HOLDERS PRE-WITHHOLDING TAX AND FEES — Neutral
IMOS PRNewsWire — July 21, 2025HSINCHU, July 21, 2025 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), announced an US$0.836 cash dividend per ADS (or approximately US$0.640 per ADS after Taiwan's withholding tax and Citibank, N.A.

The Ether Machine to Go Public with Over $1.5 Billion of Fully Committed Capital — Neutral
DYNX PRNewsWire — July 21, 2025The Ether Machine expected to launch with over 400,000 Ether ("ETH") and manage the largest pool of assets in a public vehicle for pure-play institutional-grade exposure to Ethereum and ETH-denominated yield. Led by Ethereum trailblazers with firsthand experience driving Ethereum's rise from a nascent protocol to a cornerstone of the digital asset ecosystem.

Linde Announces Major U.S. Investments to Support Commercial Space Sector — Neutral
LIN Business Wire — July 21, 2025WOKING, England--(BUSINESS WIRE)--Linde (Nasdaq: LIN) today announced ambitious new investments to fuel the next frontier of space exploration. With two new long-term agreements to supply bulk industrial gases for rocket launches, Linde is strengthening its leadership in the rapidly expanding U.S. space industry. As part of these agreements, Linde will significantly expand its industrial gases facility in Mims, Florida. This site will provide critical liquid oxygen and nitrogen to support rocke.
