I am reiterating my Strong Buy rating on POET Technologies, as the stock has appreciated 49% since my initial recommendation. AI-driven data center demand is set to grow 19–22% annually, with AI-optimized facilities expanding at 33% per year until 2030. Current copper interconnects can't meet AI's bandwidth needs; optical connectivity, like POET's patented interposer, is positioned to gain market share.

Shares in Anglo Asian Mining Plc (LSE:AAZ, OTC:AGXKF) rose 7% after the group confirmed the start of production at its Demirli copper mine in Azerbaijan's Karabakh Economic Region. This marks the second new mine to come online for the company this year and strengthens its ambition to become a mid-tier, multi-asset copper producer.

SAN DIEGO, July 21, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that it has filed a class action lawsuit seeking to represent purchasers of Organon & Co. (NYSE: OGN) publicly traded securities between November 3, 2022 and April 30, 2025, inclusive (the “Class Period”). Captioned Lerner v. Organon & Co., No. 25-cv-12983 (D.N.J.), the Organon class action lawsuit charges Organon as well as certain of Organon's top executives with violations of the Securities Exchange Act of 1934. A previously filed complaint is captioned Hauser v. Organon & Co., No. 25-cv-05322 (D.N.J.).

The global aerospace energy storage market, valued at $1.89 billion in 2024, is projected to hit $4.29 billion by 2034. Growth drivers include green aviation and rising electrification initiatives, with Asia-Pacific and South America leading in growth rates. Key players like Saft Batteries and Tesla Inc. dominate, while lithium batteries lead market segments. Major trends involve innovative battery technologies enhancing electric aviation and strategic partnerships advancing aerospace solutions. Recent notable mergers include Parker Hannifin's acquisition of Meggitt PLC. The global aerospace energy storage market, valued at $1.89 billion in 2024, is projected to hit $4.29 billion by 2034. Growth drivers …

JD.com has transformed into a profit machine, with steadily expanding margins and robust free cash flow, despite persistent China-related risks. Shareholder returns are now compelling, with a 10%+ yield through dividends and aggressive buybacks, offering tangible value even if the stock remains undervalued. JD trades at a deep discount, especially when accounting for its massive net cash position, which provides a wide margin of safety.

I am downgrading Grayscale Bitcoin Trust to a 'Sell' due to accelerating quantum computing risks threatening Bitcoin's core cryptography within 5–7 years. GBTC's high 1.5% annual fee and significant tracking error further erode returns, making it unattractive compared to lower-fee alternatives like BlackRock's IBIT. While some argue quantum threats are overblown, I believe the decentralized nature of Bitcoin makes a swift, coordinated upgrade to quantum-resistant security unlikely.

BEIJING , July 21, 2025 /PRNewswire/ -- Autohome Inc. (NYSE: ATHM; HKEX: 2518) ("Autohome" or the "Company"), a leading online destination for automobile consumers in China, today announced that it will report its financial results for the second quarter and six months ended June 30, 2025, before U.S. markets open on July 31 2025. Autohome's management team will host an earnings conference call at 8:00 AM U.S. Eastern Time on Thursday, July 31, 2025 (8:00 PM Beijing Time on the same day).

Gold holds above $3,366 as U.S. tariffs, Fed rate cut bets, and PMI data shape XAU/USD and XAG/USD breakout chances this week.

Sarepta Therapeutics traded lower on Monday, extending a slide as the company took the unusual step of refusing a Food and Drug Administration request to stop selling a drug tied to three deaths.

The stock market is currently fairly expensive, with the broader market, as measured by the S&P 500, trading at 23.7 times forward earnings. That means the best-performing stocks of the second half of the year will likely be undervalued today or have jaw-dropping growth to propel them to new heights.

TORONTO, July 21, 2025 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the July 2025 cash distributions for the iShares ETFs listed on the TSX or Cboe Canada which pay on a monthly basis. Unitholders of record of the applicable iShares ETF on July 28, 2025 will receive cash distributions payable in respect of that iShares ETF on July 31, 2025.

SHENZHEN, China, July 21, 2025 (GLOBE NEWSWIRE) -- Aurora Mobile Limited (NASDAQ: JG) (“Aurora Mobile” or the “Company”), a leading provider of customer engagement and marketing technology services in China, today announced that EngageLab, its leading omni-channel customer engagement platform, has entered into a partnership with China Unicom to launch the Smart Integrated Verification (International Edition), powered by China Unicom's Open Gateway platform. This collaboration marks a significant step in jointly building a secure and intelligent one-click verification infrastructure for Chinese enterprises expanding overseas.

SWAN participates in SPY's upside with LEAP call options while protecting capital from fast market crashes with a buffer of treasuries. The fund has delivered lower returns and similar drawdowns to SPY, but with significantly reduced volatility since inception. While SWAN is effective during sharp market crashes, it offers limited protection in slow downturns.

Alaska Airlines temporarily ground its fleet late Sunday in a reminder of the threat posed to the sector by tech outages.

L3Harris is strategically partnering with Shield AI to diversify revenue and expand margins, positioning itself as a leader in AI-driven defense technology. Recent cost-cutting and higher-margin sales have boosted L3Harris' operating margin, with continued growth expected from the Shield AI collaboration. My valuation estimates an 18% upside to $312.05 per share, supported by conservative revenue and margin growth assumptions.

It's been a wild quarter for Tesla. That raises the stakes for Wednesday's earnings report.

Crude oil holds steady as traders weigh EU sanctions and trade talks. Brent eyes $70.60 while WTI consolidates near $67 with key support at $65.56.

Financial software provider SS&C Technologies said on Monday it will acquire Carlyle's British fund network and data business Calastone for about 766 million pounds ($1.03 billion).

SAN DIEGO, July 21, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT) securities between February 27, 2025 and May 26, 2025, inclusive (the “Class Period”), have until Monday, August 11, 2025 to seek appointment as lead plaintiff of the Rocket Pharmaceuticals class action lawsuit. Captioned Ho v. Rocket Pharmaceuticals, Inc., No. 25-cv-10049 (D.N.J.), the Rocket Pharmaceuticals class action lawsuit charges Rocket Pharmaceuticals as well as one of Rocket Pharmaceuticals' top executives with violations of the Securities Exchange Act of 1934.

DSTL offers a diversified, defensive large-cap value portfolio, with modest top holding weights and sector allocations favoring quality and stability. Recent performance shows DSTL's resilience, with lower volatility and less drawdown compared to the S&P 500, despite some recent underperformance. Macroeconomic risks—slowing growth, labor market weakness, and higher inflation—support a defensive, value-oriented approach in the near term.