SEALSQ and WISeKey Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar — Neutral
LAES GlobeNewsWire — July 21, 2025Geneva, 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.

WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar — Neutral
WKEY GlobeNewsWire — July 21, 2025WISeKey and SEALSQ Confirm New Cross-Border Center of Excellence for the 4th Industrial Revolution Activated Between La Line and Gibraltar

Alphabet 2Q Preview: Higher D&A To Weigh On Earnings; AI Monetization Slows But Continues — Negative
GOOG GOOGL Seeking Alpha — July 21, 2025GOOGL'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.

Why the US is charging a $250 'visa integrity fee' — Neutral
V CNBC International TV — July 21, 2025Travelers 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.

Alaska Airlines is grounding its fleet because of an IT outage — Negative
ALK Business Insider — July 21, 2025Alaska Airlines on Sunday asked to ground its entire fleet of aircraft. The airlines said it experienced an IT outage that was affecting its operations.

Tesla at a Crossroads: What to Watch in Q2 Earnings — Positive
TSLA Zacks Investment Research — July 21, 2025Tesla 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.

Tigo Energy Adds Solar-Plus-Storage Portfolio in Czech Republic to Build on MLPE Success — Neutral
TYGO Business Wire — July 21, 2025CAMPBELL, 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.

GE Aerospace: Strong Multi-Year Growth And Compelling Valuation — Positive
GE Seeking Alpha — July 20, 2025GE 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.

Bank Of America: CPI Report, Robust Q2 Earnings, Moderate Valuation — Positive
BAC Seeking Alpha — July 20, 2025Bank 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.

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.

Gold (XAUUSD) and Silver Analysis: Consolidation Patterns Point to Next Big Move — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — July 20, 2025Gold 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.

Joby Aviation is the best-capitalized eVTOL leader, boasting regulatory progress, strong partnerships, and a vertically integrated ride-hailing model for urban air mobility. The company's momentum is driven by FAA certification advances, exclusive Dubai operations, and robust manufacturing scale-up, with commercial service targeted for 2025-2026. Valuation is based on future dominance in a potentially trillion-dollar market, with revenue and EPS forecasts showing rapid growth and improving profitability by 2030-2031.

B2Gold is attractively valued with strong expected revenue and earnings growth. Production ramp-up at the Goose mine in Q3 2025 and new agreements in Mali for the Fekola mine are key catalysts for significant gold output growth next year. Gramalote project's feasibility study confirms robust economics, with a projected $1.72 billion NPV and 33.5% IRR, enhancing future growth prospects.

Ally Financial's Q2 results showed improved deposit costs and lower credit losses, but its capital position remains weak compared to peers. The company is prioritizing capital build through retained earnings over buybacks, likely delaying shareholder returns until at least 2027. Auto loan credit trends are stabilizing, but reserve coverage remains low, and asset growth will be constrained to protect capital ratios.

YT Jia Shares Weekly Investor Update: Faraday X Unveils Two Groundbreaking Global-First Products Along with a Transformative Technology Architecture in Los Angeles on July 17 — Neutral
FFAI Business Wire — July 20, 2025LOS ANGELES--(BUSINESS WIRE)--Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today shared a weekly business update from YT Jia, Founder and Co-CEO of FF. “Hey everyone, welcome to Investor Weekly Issue 12. This week was huge — besides the big global initial launch on July 17 for our two game-changing products, the FX Super One and the Super EAI F.A.C.E. system, p.

GDXY ETF generates monthly income by selling options on GDX, balancing synthetic covered calls and Treasuries for stability and yield. The fund benefits from higher implied volatility and a weaker dollar, which support gold prices and option premiums. Current macro trends, including a steepening yield curve and potential dollar devaluation, create a favorable environment for GDXY's strategy.

Oscar Health: Barclays, UBS, And Wells Fargo Downgraded, But The Real Story Says Buy — Positive
BCS OSCR Seeking Alpha — July 20, 2025I rate Oscar Health as a buy, viewing short-term regulatory headwinds as a buying opportunity given its long-term growth prospects. Oscar's strong revenue growth, improving profitability, and efficient SG&A management support my positive outlook, despite recent bearish analyst coverage. The company's strategic expansion into the ICHRA market and deployment of AI technology are key drivers for future revenue and cost efficiency.

IUSV is a good option due to its defensive nature, offering better protection against short-term macro risks. The ETF provides broad diversification across large- and mid-cap value stocks, with a more attractive valuation than broad-market ETFs. Given slowing economic growth, rising unemployment, and persistent inflation, a defensive value approach is prudent, despite current bullish market sentiment.

SAP: Extreme Incumbent Advantages Collide With Seat-Based Risks — Positive
SAP Seeking Alpha — July 20, 2025SAP is a critical enterprise software provider, now reaching a tipping point in its cloud transition, unlocking superior growth and business model benefits. Cloud revenues surpassed non-cloud for the first time in 2024, accelerating double-digit growth and driving operational leverage through upsell, cross-sell, and cost efficiencies. SAP's deep enterprise integration and data position it as a top AI applications play, with AI acting as a revenue accelerator and value enhancer for its offerings.

CBRE Group: Growth Tailwinds And Resilient Business Mix, Initiate With 'Buy' — Positive
CBRE Seeking Alpha — July 20, 2025CBRE Group is a global leader in real estate services, benefiting from rising institutional allocations and enterprise outsourcing trends. The company's capital-light model, strong balance sheet, and robust free cash flow support continued growth and strategic investments. Q1 FY25 results showed 15% net revenue growth and a strong business pipeline, with management guiding for continued strength in FY25.
