10th Anniversary Edition to Take Place in Athens, Greece | 11–13 November 2025 10th Anniversary Edition to Take Place in Athens, Greece | 11–13 November 2025

image for news Questex's R&R Forum 2025 Opens Registration: New Programme, Theme and Top Speakers from Minor Hotels, AXA Partners, Hyatt, Bain Capital & Azora Unveiled

LONDON--(BUSINESS WIRE)--Court Collaboration and Select Property, the strategic partners behind Edition Birmingham, one of the city's most prestigious residential developments, have today announced a £127.5 million loan from Eldridge Real Estate Credit, the real estate investing strategy of Eldridge Capital Management. The loan from Eldridge Real Estate Credit follows existing funding for the project provided by PGIM to Court Collaboration. Funding will support the construction of the flagship.

image for news Luxury Development Edition Birmingham Secures £127.5 Million Backing From Eldridge

ASR's Colombian airports are driving operational momentum, offsetting lackluster Mexican traffic. Cancun's traffic is soft due to new competition and broader tourism headwinds, but I don't see this as an existential threat to the company. Colombian assets, especially Medellin, offer strong growth potential and will diversify cash flows away from Cancun over time.

image for news Grupo Aeroportuario del Sureste: Remaining Bullish Despite Softer Traffic Growth

A new member has entered the world's exclusive trillion-dollar club - and this time it is not a Silicon Valley giant. Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) closed above a $1 trillion market valuation in Taipei last week, propelled by booming demand for chips used in artificial intelligence.

image for news AI-propelled TSMC joins trillion-dollar ranks as first Asian member outside Silicon Valley

TFS Financial: A Unique Dividend Play With Near-Term Tailwinds — Positive

TFSL   Seeking Alpha — July 21, 2025

TFS Financial Corporation is well-positioned to benefit from expected rate cuts, boosting NIMs and loan growth, with pristine asset quality likely to persist. Despite an apparently expensive valuation, TFSL's unique mutual holding structure creates an attractive ~8.65% dividend yield for minority shareholders. Loan growth has been muted but should accelerate as mortgage rates decline, while deposit growth remains robust and asset quality indicators are strong.

image for news TFS Financial: A Unique Dividend Play With Near-Term Tailwinds

I'm upgrading Five9 to Buy, as disruption fears are easing and a second quarter beat is on the cards. AI will complement, not replace, human agents; most clients plan to retain staff, supporting stable subscription counts and ARPU growth for FIVN. Its Q2 earnings are likely to surpass expectations, with benign competition and ongoing margin improvement initiatives.

image for news Five9 Is A Buy After Assessing AI Trends And Upcoming Earnings (Rating Upgrade)

Ryanair profits beat forecasts as air fares rise 21% — Positive

RYAAY   Proactive Investors — July 21, 2025

Shares in Ryanair Holdings PLC (LSE:RYA) flew over 4% higher as the budget airline reported first-quarter results ahead of expectations, driven by a stronger-than-anticipated recovery in fares. Profit after tax came in at €819.9 million, ahead of the €716 million average analyst forecast, as total revenue rose 20% year-on-year to €4.34 billion, surpassing the €4.16 billion consensus.

image for news Ryanair profits beat forecasts as air fares rise 21%

With respect to valuation, Hilton Grand Vacations remains a buy, even after a 30% price gain since my initial call. Despite macroeconomic headwinds and softer travel demand, HGV's contract-based model and affluent customer base provide insulation from inflation. Strong cash flow, prudent debt management, and growing loyalty membership underpin continued profitability and brand strength.

image for news Hilton Grand Vacations: Valuation/Fundamentals Still Signal A Buy, But Technicals Warrant Caution

2 Top AI Stocks to Buy With $1,000 — Positive

AMD  SMCI   The Motley Fool — July 21, 2025

There is a lot you can do with $1,000. But if you want to get a step closer to sustainable wealth, consider putting that money to work in the stock market.

image for news 2 Top AI Stocks to Buy With $1,000

Chevron (CVX -1.11%) recently received some long-awaited news: The oil giant won its arbitration case against ExxonMobil (XOM -3.45%), enabling it to close its acquisition of Hess. The transformative transaction will create a top-tier integrated oil and gas company.

image for news Chevron Emerges Victorious in Its Big Oil Battle With Exxon. Time to Buy the Oil Stock?

QDVO: Low Volatility Limits Covered Call Income Potential Today — Negative

QDVO   Seeking Alpha — July 21, 2025

I rate Amplify CWP Growth & Income ETF a 'Hold' due to low implied volatility, limiting call-selling premium opportunities for income-focused investors. QDVO has outperformed QQQ and SPY since its August 2024 inception but has underperformed since the April 8 market low. The ETF is concentrated in large-cap growth, especially tech, with high income potential but notable liquidity and volatility risks.

image for news QDVO: Low Volatility Limits Covered Call Income Potential Today

Nike: The Moat Is Fading — Neutral

NKE   Seeking Alpha — July 21, 2025

I recommend a hold rating based on falling revenue and headwinds despite a turnaround signaled. Nike has a moat over its competitors, which justifies its high P/E, but the moat is fading and now suggests overvaluation. Next quarter's earnings for Nike are vital to show whether the turnaround will come to fruition.

image for news Nike: The Moat Is Fading

Anglo Asian Mining Plc (LSE:AAZ, OTC:AGXKF) has started production at its Demirli copper mine in the Karabakh Economic Region of Azerbaijan, marking the second new mine to enter production for the group this year. The move underpins the company's strategy to become a multi-asset, mid-tier copper producer.

image for news Anglo Asian Mining begins production at Demirli copper mine, supporting growth strategy

PHYS: Gold's Bull Market Is Not Done, $4000 In Play — Positive

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  PHYS  SGOL  UGL   Seeking Alpha — July 21, 2025

I have a buy rating on Sprott Physical Gold Trust, citing strong fundamentals and a favorable technical setup for gold. Gold's momentum and sentiment dip is a healthy technical sign, with central bank buying and seasonality providing key tailwinds. Gold remains a top performer YTD, with Goldman Sachs raising its price target to $4,000/oz by 2026, implying nearly 20% upside.

image for news PHYS: Gold's Bull Market Is Not Done, $4000 In Play

Novartis AG (NVS) Q2 2025 Earnings Call Transcript — Neutral

NVS   Seeking Alpha — July 21, 2025

Novartis AG (NYSE:NVS ) Q2 2025 Earnings Conference Call July 17, 2025 8:00 AM ET Company Participants Harry Kirsch - Chief Financial Officer Sloan Simpson - Global Head of Investor Relations Vasant Narasimhan - Chief Executive Officer Conference Call Participants Emmanuel Douglas Papadakis - Deutsche Bank AG, Research Division Florent Cespedes - Societe Generale Cross Asset Research Harry Thomas d'Alton Sephton - Crédit Suisse AG, Research Division James Patrick Quigley - Goldman Sachs Group, Inc., Research Division Kerry Ann Holford - Joh. Berenberg, Gossler & Co. KG, Research Division Michael Leuchten - UBS Investment Bank, Research Division Michael Thomas Nedelcovych …

image for news Novartis AG (NVS) Q2 2025 Earnings Call Transcript

Stellantis warns of $2.7 billion loss on writedowns, tariff impact — Negative

STLA   Market Watch — July 21, 2025

Stellantis on Monday guided for a surprise loss in the first half of the year, as the Jeep and Ram pickup truck maker flagged a big charge ahead of results next week.

image for news Stellantis warns of $2.7 billion loss on writedowns, tariff impact

BP chairman Helge Lund to be replaced by ex CRH boss Albert Manifold — Neutral

BP  CRH   Proactive Investors — July 21, 2025

BP PLC (LSE:BP.) chairman Helge Lund is stepping down after almost seven years in the role, with former CRH boss Albert Manifold appointed to succeed him.

image for news BP chairman Helge Lund to be replaced by ex CRH boss Albert Manifold

Lowe's: Execution On Pro Strategy Key To Re-Rating — Positive

LOW   Seeking Alpha — July 21, 2025

I rate Lowe's a 'Buy', as the market underestimates its stable core business and upside from Pro customer growth and operational efficiency. LOW maintains high margins and steady cash flow, supported by digital initiatives, loyalty programs, and a shift toward professional clients. DCF and comparative valuation suggest a 5–15% upside, with limited downside risk and a fair value around $238 per share.

image for news Lowe's: Execution On Pro Strategy Key To Re-Rating

Stellantis released preliminary estimates for the first six months of the year shortly after withdrawing its full-year financial guidance.

image for news Jeep-maker Stellantis expects first-half net loss of $2.7 billion as tariffs bite

Automaker Stellantis expects a net loss of 2.3 billion euros ($2.68 billion) for the first half of 2025, it said on Monday, as it forecast an initial hit of 0.3 billion euros from U.S. import tariffs on its half-year results.

image for news Carmaker Stellantis sees half-year net loss of $2.68 billion, hit by tariffs