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

Nvidia CEO Jensen Huang is no stranger to Beijing, but his most recent visit, his third to China this year, cemented his rock star status in the country, where fans mingled freely with the AI titan on the streets of the capital.

image for news Nvidia CEO's China charm offensive underscores rock star status in key market

EU's new oil price cap to hit Russia, but analyst says U.S. could be the real 'game-changer' — Neutral

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   CNBC International TV — July 21, 2025

Carole Nakhle, CEO of Crystol Energy explains why the EU's latest oil price caps on Russia are likely to be more effective than previous sanctions. However, she says U.S. sanctions on buyers of Russian oil will be the real "game-changer", adding that India will be the most affected.

image for news EU's new oil price cap to hit Russia, but analyst says U.S. could be the real 'game-changer'

CCIF: The ~20% Illusion And What Carlyle's Isn't Telling You — Positive

CG   Seeking Alpha — July 21, 2025

CCIF offers a high 20% yield, but its sustainability raises questions. Management's fee structure and aggressive leverage incentivize asset growth over shareholder returns, increasing risk and potential dilution. Falling credit spreads future income, with layered leverage amplifying negative impacts on returns.

image for news CCIF: The ~20% Illusion And What Carlyle's Isn't Telling You

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