US Stock Market Today: Live Updates 03.07.2026

Xero Ltd ASX:XRO shares up after sharp 12-month fall; eyes on subscriber growth and SaaS margins

July 4, 2026, 3:57 AM EDT. Xero Ltd ASX:XRO shares climbed 1.43% to A$72.25, but they’re still down 59.07% over the past year. The cloud accounting software firm, with about A$12.33 billion in market cap, serves small and mid-sized businesses in Australia, New Zealand, the UK, and North America. Investors are watching subscriber numbers, recurring revenue, and how well Xero pushes into new regions. Xero runs a SaaS model built on subscriptions and puts a lot of weight on retention and grabbing more customers. Rising demand for digital finance tools and new features like AI attract attention, while operational discipline and better margins remain a focus in a global SaaS market driven by digital adoption.

Xero Ltd (ASX:XRO): Is This Cloud Accounti…

Carrier Global (CARR) Seen Topping Out as Investors Weigh Post-Riello Moves

July 4, 2026, 3:56 AM EDT. Carrier Global is trading at $70.07, with valuation signals split. The DCF model shows a 34.7% gap under fair value, pegging the stock’s worth at around $107 based on free cash flows. But earnings multiples tell a richer story, suggesting investors are holding back as the company’s portfolio changes. With Riello off its books, Carrier is zeroed in on core climate and energy bets, though how quickly it can put new capital to work is in question. Over five years, returns reach 55%, but the past year, Carrier gave up 6%, lagging its group. Valuation checks score 3 out of 6, leaving the central debate: will cash flows or earnings shape where the stock is heading?

Carrier (CARR) Stock Looks Fully Priced As…

CTS (NYSE:CTS) picks Pratik Trivedi for CEO as stock slips and valuation calls split

July 4, 2026, 3:55 AM EDT. Pratik Trivedi will take over as President and CEO at CTS (NYSE:CTS), with Kieran O’Sullivan becoming Executive Chair. Shares slid 5.22% to $60.50 on the session but remain up nearly 38% for the year. Debate is swirling over what CTS is really worth. One model sees the stock as 4.3% overvalued at a $58 fair value. A discounted cash flow view puts fair value higher, 7.5% above the market at $65.38. CTS is pushing further into medical and industrial markets, betting on areas like EV charging gear and portable ultrasound to keep revenue and margins growing. But headwinds from soft transportation demand, tariffs and geopolitics remain. Investors are left weighing different valuation tools to judge cash flow and growth prospects.

CTS (NYSE:CTS) Names A New CEO As Fair Val…

Yamaguchi Financial Group (TSE:8418) Restructures, Stock Trades Above Sector Valuations

July 4, 2026, 3:54 AM EDT. Yamaguchi Financial Group (TSE:8418) approved a restructuring to ramp up regional efforts through its new Regional Co-Creation Business Group, as shares have surged 37.78% year-to-date. The stock is trading at a P/E of 18.5x-rich compared to the JP Banks sector average of 15.3x and an estimated fair value of 15.7x. That premium price tags in 15.52% expected annual earnings growth and momentum in regional revitalization. Still, there’s risk if growth slows or investors rotate out of regional banks, which could pressure the multiple. Shares are slightly above where analysts see the target.

Yamaguchi Financial Group (TSE:8418) Resha…

UnitedHealth: Holding May Pay Off for Patient Investors

July 4, 2026, 3:53 AM EDT. This piece points to UnitedHealth’s edge and defensibility, and says patient investors might see gains by sticking with the stock over time. The author has a background in organizational and economic sociology and sees room for the company to keep beating the market thanks to its economic moat. No financial positions or conflicts noted. The article doesn’t give direct investment advice and reminds readers that past gains don’t predict future results. It suggests investors think about fit on their own.

UnitedHealth: Patience Could Be Rewarded

Ceres Power Tanks 25.8% in Late June as Investors Move Out of Growth, Firm Issues More Shares

July 4, 2026, 3:19 AM EDT. Ceres Power Holdings plunged 25.8% in the last week of June, adding to a hard month where the stock is down 41.8%. Shares had been up nearly 300% from January to May. The UK company makes money by licensing out its solid oxide fuel cell (SOFC) tech to partners like Doosan and Shell instead of producing the cells itself. The drop came as traders pulled out of risky tech and after Ceres raised £100 million through a placing, putting 17.8 million new shares on the market and hitting holders with dilution. SOFC demand could reach 22GW each year by 2030 with AI data center growth. Some analysts now see the fall as a possible entry for investors looking at oversold UK names.

After crashing 25.8% in a week, is this on…

Unum Group Cut to Hold as Shares Hit $95 Target After 30% Jump

July 4, 2026, 3:04 AM EDT. Unum Group (UNM) stock is up 30%, hitting the $95 fair value target after a strong Q1 earnings beat. The company sees 8-12% EPS growth, and buybacks are helping the stock. But analysts cut the rating to Hold. They point to headwinds from the closed block insurance business, which could cap more gains. Investors have to weigh the growth outlook against these negatives.

Unum Group: Fairly Valued Given Some Close…

Hamilton REITs YIELD MAXIMIZER (RMAX) ETF: Signals Stay Weak, Watch 16.59-17.40 CAD Range

July 4, 2026, 3:03 AM EDT. AI signals for Hamilton REITs YIELD MAXIMIZER TM ETF (RMAX:CA) on July 4, 2026, showed neutral to weak across near to long-term outlooks. Traders get buy signals near 16.59 CAD, aiming at 17.40 CAD, stop loss at 16.51 CAD. Short calls trigger near 17.40 CAD, targeting 16.59 CAD with a 17.49 CAD stop. Risk control and quick moves keep focus on the ETF as trading plans get tweaked on new data.

How the (RMAX) price action is used to our…

Bellevue Gold Starts Output as Investors Weigh Value Call

July 4, 2026, 2:47 AM EDT. Bellevue Gold ASX:BGL kicked off production, putting a spotlight on how fast the company can ramp up output while gold prices stay strong. Shares bounced 5.14% to A$1.33, clawing back some losses, though the stock is still off 21.76% for the year. Bellevue trades at a 4.5x P/S ratio, well above its estimated fair P/S of 0.8x, but lower than what’s typical in the Australian Metals and Mining group. The company is running at a net loss of A$55.3 million. DCF values suggest a fair price much higher at A$3.99 per share. The spread between DCF values and current pricing has some investors debating if Bellevue has a lot more upside, or if the risks and execution hurdles mean growth is already baked in.

Bellevue Gold (ASX:BGL) Enters Production …

Sumitomo (TSE:8053) Up Strongly, Still Seen 22.7% Undervalued by DCF

July 4, 2026, 2:46 AM EDT. Sumitomo (TSE:8053) is up 433.6% in five years and 74.8% in the last year, but DCF analysis still points to a 22.7% discount. Shares trade at ¥1,575, below the DCF figure of ¥2,038. The P/E ratio is 12.4x, which looks better than other Trade Distributors. The company’s business mix is priced in here, though margin squeeze or higher capital needs could weigh on future gains. Simply Wall St gives it a high value score, with most metrics looking positive for investors.

Sumitomo (TSE:8053) Stock Looks Below Fair…

BofA: AI Stock Boom Fuels Yen Drop, FX Hedging in Focus

July 4, 2026, 2:32 AM EDT. Bank of America says the rally in AI stocks is hitting FX markets, with global equity hedging flows stacking heavy losses onto the yen. The yen has taken the brunt among G10 currencies, pressured as investors hedge gains in Japan’s Nikkei 225 since Q2 2025. BofA estimates these flows may have knocked as much as 10% off the yen, even as Japan’s fundamentals stay strong. In contrast, the krona, franc, loonie and Aussie dollar have gotten support from equity gains and investor moves. The dollar saw only mild pressure from similar flows. BofA warns the yen could bounce if AI stocks slow or if there’s FX intervention, favoring downside in CHF/JPY and CAD/JPY unless AI shares keep climbing.

AI boom reshapes FX markets through equity…

Imperial Oil (TSX:IMO) rally puts focus on mixed valuation outlook

July 4, 2026, 2:31 AM EDT. Shares of Imperial Oil (TSX:IMO) have soared 408% in five years, pushing up attention on its valuation. The stock trades at C$163.29. A DCF model puts fair value at C$245 per share, a 33.4% discount-so there’s upside on that front. But the P/E ratio is 27.0x, well above the oil and gas average of 22.8x, hinting at overvaluation. Management just finished a 5% buyback and hiked guidance, which helps keep the price strong. Still, only 2 out of 6 valuation metrics rate the shares as cheap. The outlook stays split, with cash flow models showing value but multiples raising questions, especially with a sharp 51% gain over the past year.

Imperial Oil (TSX:IMO) Stock Looks Overval…

Sinda (SIND) Stock Trades Well Above Book Value After IPO Cash

July 4, 2026, 2:14 AM EDT. Sinda NYSE:SIND shares rose 0.5% this week after its US$213 million IPO, giving it a calm debut in the market. Still, the stock looks pricey on book value. Sinda trades around 68.6 times book, well above the Metals and Mining industry at 2.7x and higher than its peer average of 13.4x. Investors may be betting on big future silver production, but the company has not yet delivered on its 2031 targets. There are clear execution and funding risks. Sinda failed all 6 valuation checks and doesn’t look cheap. Investors will have to decide if the stock’s price matches its future goals or if Sinda is too expensive right now.

Sinda (SIND) Stock Looks Overvalued On Boo…

Mettler-Toledo (MTD) Revenue Beats in Mixed Quarter, Research Tools Stocks Up 20% Since Q1

July 4, 2026, 1:27 AM EDT. The Research Tools & Consumables group reported Q1 revenue up 1.3% over analyst estimates, serving customers in academia, biotech, and pharma. Mettler-Toledo (NYSE:MTD) booked $947.1 million in sales, up 7.2% from last year and just ahead of forecasts. EPS was less clear, and the stock hovered around $1,308 after the update. Sector shares, on average, climbed 20.8% post-earnings as demand stayed hot for lab tools tied to synthetic biology and personalized medicine. Patchy research funding and supply chain hiccups remain risks. Waters Corporation NYSE:WAT was the top mover, with strong Q1 gains from its analytical instruments and consumables business.

Q1 Earnings Roundup: Mettler-Toledo (NYSE:…

Invesco NASDAQ 100 Equal Weight ETF (QQEQ.F): AI Signals Show Strong Near-Term, Weak Mid-Term

July 4, 2026, 1:26 AM EDT. AI-based signals put the Invesco NASDAQ 100 Equal Weight Index ETF (QQEQ.F:CA) at a strong near-term rating as of July 4, 2026. Buyers might look at 24.58 Canadian dollars, with a stop loss at 24.46. No setups for short trades noted right now. The mid-term score is weak, while the long-term stays neutral. Algorithm-driven calls back trading decisions focused on price moves.

How the (QQEQ.F) price action is used to o…

Buffett sounds alarm as market hits record valuations, warns on speculation

July 4, 2026, 1:25 AM EDT. Warren Buffett told investors the stock market is in a risky spot, comparing the current scene to “a church with a casino attached” and pointing to a spike in short-term speculative trades. The Buffett indicator-market cap to GDP-has climbed to 233%, an all-time high and a sign the market looks stretched. The S&P 500, Nasdaq, and Dow Jones have all put up gains lately, but investors are split: 45% say they’re optimistic, 36% are pessimistic. The CNN Fear and Greed Index is still showing fear. With echoes of the dot-com era, some see real dangers at these levels. Buffett is telling investors to stick with strong companies to soften any potential drop as market jitters stick around.

Warren Buffett Just Sent Investors an 11-W…

AI Surge Lifts Stocks But Reset Threatens Old Playbook

July 4, 2026, 12:54 AM EDT. Stocks are up, riding big gains fueled by the AI trade, but analysts say investors shouldn’t get caught chasing the rally. The market is seeing a reset as artificial intelligence shifts how money moves and how stocks are priced. AI is driving fast changes in strategy. The trend is shaking up old patterns and could challenge how investors have picked winners. Market watchers suggest ignoring short-term noise and watching for deeper tech-driven shifts as AI rolls through the market.

Good vibes are masking a reset in markets

Analysts Turn Most Bullish in Decades on S&P 500 Earnings Growth

July 4, 2026, 12:53 AM EDT. Wall Street analysts are projecting S&P 500 five-year earnings growth of 25.5%, the most on record and way above the 6.5% long-term average since 1989. Bets on AI’s impact are pushing this surge in optimism, with buy ratings hitting 59.5% of S&P 500 stocks-the strongest level since 2010. That kind of optimism last showed up before the dot-com bubble and in bear markets like 2018 and 2022. Analysts tend to overshoot on long-term profit forecasts, so investment pros see this as more of a sentiment signal than a forecast. Some warn the backdrop now looks like past market peaks, raising caution for investors.

Wall Street Analysts Are Predicting Someth…

Bliss GVS Pharma (NSE:BLISSGVS) Ex-Dividend Date Nears as Dividend Payout and Earnings Growth Tracked

July 4, 2026, 12:36 AM EDT. Bliss GVS Pharma (NSE:BLISSGVS) goes ex-dividend July 8. The company plans to pay ₹1.00 per share on August 14. The trailing yield sits at 0.4% with shares near ₹505.95. Bliss GVS Pharma keeps its payout conservative, distributing 12% of after-tax profit and 13% of free cash flow as dividends. Earnings have climbed 13% a year over five years. Investors need to own shares by July 8 to get the dividend. Profits and cash flow look stable, helping reduce the risk of a cut.

Is It Smart To Buy Bliss GVS Pharma Limite…

Life360 ASX:360 trades near A$27.46, focus stays on subscribers and growth

July 4, 2026, 12:19 AM EDT. Life360 Inc. ASX:360 is trading close to A$27.46. The family safety tech firm runs a subscription platform offering features like location sharing and emergency help. Shares are down 15.46% over the past year. Market cap stands at about A$4.97 billion. The company says it serves millions worldwide. Investors watch subscriber gains, recurring revenue, and premium services as demand for digital safety tools climbs. Key items: more paying users, retention, and new products. The subscription push and global reach track with trends in consumer tech and subscription software as digital safety gets more attention.

Life360 Inc. (ASX:360): Is This Family Saf…

Domino's (DPZ) Moves Up 2.4% With Investor Update in Focus

July 4, 2026, 12:03 AM EDT. Domino’s Pizza (DPZ) climbed 2.43% on July 1, 2026, catching the eye of dividend stock investors as the company heads into a major investor update. The event is expected to offer new details on Domino’s recent performance and what’s ahead. Motley Fool analyst Parkev Tatevosian said he’s sticking to a neutral view for now but noted investors want to hear more. The Motley Fool holds shares in Domino’s and discloses its stake. Market watchers are watching for signals from the event that could move the stock.

Should You Buy Domino's Stock Before the H…

United Spirits (NSE:UNITDSPR) Heads for Ex-Dividend Date in Three Days

July 3, 2026, 10:55 PM EDT. Investors in United Spirits Limited (NSE:UNITDSPR) have three days left to buy the stock before it trades ex-dividend. To qualify for the ₹11 per share dividend, buyers need to own shares by July 8, with payment set for Sept. 3. The company paid out 71% of earnings as dividends last year, in line with many peers, but its free cash flow payout ratio was 99%, raising some questions on how long the dividend can keep up. Earnings have jumped at a 35% annual rate over five years, but the high cash outflow may put future dividends at risk. Shares are at ₹1393.30 and the trailing yield stands at 1.2%. Investors considering a purchase now should look at both the earnings growth and the risk to future dividends.

Three Days Left To Buy United Spirits Limi…

CG Power Results Match Views, 2027 Outlook Unchanged as Shares Drop

July 3, 2026, 10:38 PM EDT. CG Power and Industrial Solutions Limited’s full-year revenue came in at ₹124 billion, with earnings per share of ₹7.71, matching analyst estimates. The stock slipped 5.3% after the numbers landed. Analysts at 19 brokerages are holding their 2027 revenue call at ₹156.6 billion, or 26% higher, and EPS at ₹10.30, up 35%. The consensus target price stays at ₹892, with targets spread from ₹502 to ₹1,100, showing a wide range of calls on where the shares go next. CG Power is projected to grow revenue at 26% annually through 2027, ahead of sector growth of 18%, after running at 22% historically. The results were steady, with no changes to analyst sentiment or forecasts.

CG Power and Industrial Solutions Limited …

Cocoa Drops as Traders Sell, ICE Inventories Hold High Despite Weather Risks

July 3, 2026, 10:23 PM EDT. Cocoa prices slid Thursday, with September ICE NY cocoa off 1.10% and London cocoa down 1.86%. Traders cited liquidation ahead of the weekend and a firmer pound denting cocoa priced in sterling. ICE inventories climbed, holding near 1.75-year highs above 3 million bags, and that kept a lid on prices even as weather stays a concern. Rains in Ivory Coast and Ghana have disrupted harvesting, raised disease worries and made farms hard to reach. Forecasters are flagging possible El Niño impacts that could cut yields, and early survey numbers point to Ivory Coast’s 2026/27 crop dropping by 18%. Still, port arrival and production figures indicate supply is looking better than feared in the short term, tempering those weather-related price risks.

Long Liquidation and Elevated ICE Inventor…

Mitsubishi UBE Cement TSE listing could shake up UBE Corporation

July 3, 2026, 10:09 PM EDT. Mitsubishi UBE Cement, the joint venture between UBE Corporation and Mitsubishi Materials, filed in June 2026 for a Tokyo Stock Exchange listing. UBE said the decision could give it more ways to raise funds, shift capital, and tighten governance. Listing may free up some of UBE’s capital locked in cement and bring its future profit streams into view, but it’s likely to change ownership and could affect earnings mix. The board signed off on restricted stock pay to link management and shareholder goals. While pressure on earnings and doubts in the market remain, the listing is pitched as a shift for UBE toward higher-value chemicals and stricter capital use.

Mitsubishi UBE Cement’s Planned TSE Listin…

Corn Futures Mixed Before July 4th Break as Traders Watch Sales, Weather

July 3, 2026, 10:08 PM EDT. Corn futures traded mixed Thursday, with near-term contracts up as much as 4 cents and deferred months down close to 3 cents. September corn held a small gain for this short week. Old crop U.S. export sales came in at 732,070 metric tons, led by Mexico. New crop sales reached 767,756 metric tons, mostly to Mexico and some unknown. Total 2026/27 commitments are up 35.6% from last year. NOAA is calling for 1-3 inches of rain in major Midwest states over the coming days, which could affect crops. Markets close Friday for the July 4th holiday and open again Sunday night.

Corn Heads into the July 4th Weekend Mixed

Ferrari NYSE:RACE lifts buyback, stock swings on valuation debate

July 3, 2026, 10:07 PM EDT. Ferrari NYSE:RACE bumped up its share buyback program after buying back 62,641 shares late June under its ongoing multi-billion euro plan. Shares rose 2.75% in a single session and are up 10.02% over the past month. Still, the stock is off 20.56% for the year but holds a five-year gain of 91.53%. Analysts put the fair value at $426.11-about 9.7% above the last close of $384.97. Ferrari is betting on new infrastructure, more personalization, and plans to deliver six new models in 2025, including its first fully electric car. But with a P/E at 36.5x, far higher than industry and peers, risks remain if growth stalls. The opposing valuation signals are keeping some investors on alert.

Ferrari (NYSE:RACE) Expands Its Buyback Pr…

Cotton Futures Slip, December Down Before Holiday Weekend

July 3, 2026, 10:06 PM EDT. Cotton futures moved lower, with December down 72 points to close at 77.12 cents a pound going into the U.S. Independence Day weekend. The U.S. dollar index lost 0.506 to 100.650. USDA said export sales for 2025/26 hit 49,001 running bales, the lowest in seven weeks but still 79.22% higher than a year ago, mostly from Vietnam and India. New crop sales and shipments both dropped but stayed above last year’s pace. Certified stocks were unchanged at 185,034 bales. The Adjusted World Price cut 194 points to 61.94 cents a pound. Traders expect light action before trading starts back up Sunday night.

Cotton See Pressure into the Long Weekend

Rolls-Royce Flags Defence Spending Tailwind, Bombardier Tie-Up and Board Changes

July 3, 2026, 9:31 PM EDT. Rolls-Royce Holdings LSE:RR. is set to benefit from a boost in UK government defence spending, with focus on advanced warfare and propulsion tech. The company points to upside for its defence engines and support projects. Rolls-Royce struck a deal with Bombardier to step up aircraft engine monitoring. The board is bringing in new non-executive directors to strengthen governance. The stock is up 25.7% for the year, sitting 5.1% above analysts’ targets and running 58.7% above estimated fair value, making valuation look stretched. Forecasts point to earnings dropping by 3.1% a year over the next three years, putting sustainability of recent gains in question. Investors are watching how defence contracts, the Bombardier partnership, and board moves will hit revenue, margins, and cash flow.

Rolls Royce (LSE:RR.) Ties Defence Plans T…

Gold Producer Resolute Mining and Gaming Firm Aristocrat Stand Out for High ROE on ASX

July 3, 2026, 9:16 PM EDT. ASX shares with high return on equity are in focus as more investors look for solid names in a tough market. Resolute Mining ASX:RSG is seeing a 21.9% ROE. The Perth gold miner has mines in Mali, Senegal and Côte d’Ivoire and reported recent profits, but carries some risk from geopolitics and finances. Aristocrat Leisure ASX:ALL, a heavyweight in global gaming tech, is backed by a A$36.9b market cap and a forecast ROE of 23.8%. Its gaming and interactive business are driving revenue, and management is going after A$2.5b in buybacks along with higher dividends. The stock trades under fair value estimates. For investors watching long-term capital discipline and balance sheet strength, both names are getting fresh attention.

ASX Gold And Gaming Shares That Stand Out …

Owens Corning (NYSE: OC) spikes 11% on Carlisle buyout chatter

July 3, 2026, 9:15 PM EDT. Owens Corning (NYSE: OC) rallied almost 11% during the shortened holiday week after a Wall Street Journal article pointed to a takeover bid from Carlisle that could top $10 billion. The offer, combining cash and stock, is still in early stages and Owens Corning has not shown much interest. The company just shifted its strategy and may look for more. Owens Corning makes residential insulation, while Carlisle is also big in construction supplies. No official word from either side. Motley Fool analysts are telling investors to be careful here. They aren’t putting Owens Corning in their top recommendations even after the pop.

Why Owens Corning Stock Rocked the Market …

Concrete Pumping (NASDAQ:BBCP) Jumps 39% After Q1 Beat; Sector Revenue Tops Estimates

July 3, 2026, 8:59 PM EDT. Construction and maintenance services names came in ahead of expectations for Q1, with average revenues 5.2% above estimates. Concrete Pumping (NASDAQ:BBCP) was out in front, bringing in $106.8 million, up 13.7% from last year and topping the Street by 10.4%. CEO Bruce Young said revenue climbed 14% and adjusted EBITDA rose 17%, helped by solid U.S. business. Shares shot up 39.3% to $11.12 after the report. MYR Group NASDAQ:MYRG turned in $1 billion revenue, up 20% year on year and ahead of consensus by 7.5%, with shares gaining 28.1%. But the group overall slipped 4.5% on average since earnings, with economic factors like interest rates weighing on demand.

Construction and Maintenance Services Stoc…

Singapore Power Tariffs Jump, Foundation Healthcare Sets IPO Price Near S$1 Billion, Tesla Drops After Q2 Beat

July 3, 2026, 8:43 PM EDT. Singapore electricity tariffs will rise 17% and gas goes up 7.1% in Q3 2026, lifted by higher natural gas costs as Middle East tensions push energy prices higher. Foundation Healthcare, with SeaTown and Temasek backing, sold shares at S$0.76 each in its IPO, raising about S$242 million. That puts the group’s valuation around S$1 billion, biggest healthcare listing on SGX since 2012. Tesla‘s US shares slid even after Q2 deliveries hit 480,126, topping Wall Street opinions, though annual sales are still down and investors showed unease past the headline beat.

Top Stock Market Highlights of the Week: S…

NH3 Clean Energy (ASX:NH3) Soars 168% This Year, But Cash Burn Still a Drag

July 3, 2026, 8:42 PM EDT. NH3 Clean Energy (ASX:NH3) jumped 168% over the last year with no operating revenue. The company burned AU$2.0 million in cash during 2025 and has AU$2.7 million left on hand, no debt, and about 16 months before it runs out. Cash burn fell 6.3%, but that runway is shrinking unless costs get cut more. NH3’s burn rate stands at 2.6% of its AU$78 million market cap, so it may need to raise money by borrowing or selling stock. Investors have to balance hopes for growth with the fact that without incoming revenue, NH3 will soon need new funding to keep going.

Companies Like NH3 Clean Energy (ASX:NH3) …

Dow Sets New Record as Chip Stocks Tumble Before July 4 Break

July 3, 2026, 8:41 PM EDT. The Dow Jones Industrial Average climbed 1.14% to a new high at 52,900.07. The Nasdaq Composite dropped 0.8% as the Philadelphia Semiconductor Index fell 5.4%. Even as chip stocks pulled back, tech sector funds took in $3.42 billion for the week ending July 1. Apple gained 4.8% after plans for five new iPhone models surfaced. Tesla slid 7.5% on profit-taking, despite second-quarter deliveries topping expectations. The market shut early for U.S. Independence Day, with volumes coming in under the 20-day average. Investors are looking ahead to Fed minutes and early results from Delta Air Lines and PepsiCo.

Dow hits record but chips slide in quiet t…

Ares Management (ARES) Runs Up, Now Looks Fair by Value Model but Pricey on Earnings

July 3, 2026, 8:25 PM EDT. Ares Management (ARES) is up 113.7% over five years but off 31.9% for the past year. The Excess Returns model spots intrinsic value at $107.47, just under market, so shares look near fair value, though about 8.8% over. The estimate includes growth pushes such as the Asia Direct Lending Fund, with a 27.31% return on equity forecast. On earnings multiples, though, ARES screens as expensive. Moves in sentiment on private credit and BDC valuations can swing the stock price. Shares now trade in the top end of fundamental support, so investors are watching if growth keeps up with these numbers.

Ares Management (ARES) Stock Looks Reasona…

Tata Motors, Indian Exporters On Watch As US Floats 12.5% Tariff

July 3, 2026, 8:11 PM EDT. The new 12.5% tariff proposal from the US is hitting Indian stocks with heavy exposure to America, especially auto component, processed food, and agri players. Tata Motors and two other exporters could see tighter margins, order delays, and shaky investor mood. LT Foods, the rice processor out of Gurugram, leans hard on US sales and already runs up against tariff issues, so it could get squeezed on margins and tie up more cash in product. Motherson Sumi Wiring India, Noida-based and focused on auto parts including EVs, is under pressure too-extra US duties could hit already slim margin lines. Investors are looking at where their exposure sits as tariff risk stacks up against hopes for growth.

Tata Motors Stock Faces Fresh US Tariff Ri…

Singapore Power Bills Jump, Foundation Healthcare Debuts, Tesla Drops After Beat

July 3, 2026, 8:10 PM EDT. Stocks this week: Singapore’s electricity tariffs are up 17%. Higher natural gas costs linked to Middle East tensions are driving up household bills, the Energy Market Authority said, but rates could ease later. Foundation Healthcare Holdings set its IPO price at S$0.76 a share in Singapore, raising S$242 million. It’s Temasek-backed and now the biggest healthcare IPO on SGX since 2012, with plans to expand into Malaysia and Hong Kong. Over in the US, Tesla shares dropped 7.49% after Q2 deliveries beat estimates. Tesla posted 480,126 vehicles for the quarter, above the 406,600 analysts were looking for. Investors still sold on worries over the outlook.

Top Stock Market Highlights of the Week: S…

Remitly Global NASDAQ:RELY Gains as Margin Growth Counters Yield Drop

July 3, 2026, 8:09 PM EDT. Remitly Global NASDAQ:RELY shares were up 3.49% at $23.75 on Thursday, close to 52-week highs and now 72.1% higher for the year. Revenue per dollar sent slid to 2.05% in Q1 2026, but adjusted EBITDA margin jumped to 22.4% helped by AI-driven efficiencies. Send volume grew 37% to $22.1 billion, with active customers up 20%. Remitly’s market cap sits at $5.15 billion, enterprise value at $4.51 billion, putting it at about 2.3x 2026 revenue and 11.9x adjusted EBITDA. The company bumped 2026 revenue guidance to between $1.96 billion and $1.975 billion and raised its adjusted EBITDA outlook to $370-$385 million, keeping margin expansion front and center even with weaker revenue yield.

Remitly Global (NASDAQ:RELY) trades close …

Mobileye Drops 1% After Big Buyback-Fueled Run; Tech Names Weigh

July 3, 2026, 8:08 PM EDT. Mobileye NASDAQ:MBLY jumped 22.5% this week, ending Thursday at $9.57 after a steep gain on June 30. The company rolled out a $250 million buyback covering about 10.7% of its Q1 Class A float, aiming to counter share dilution from stock grants and a recent purchase. Shares still slipped 1.03% Thursday alongside tech stocks such as Intel and Tesla. Q1 revenue climbed 27% to $558 million, with adjusted diluted EPS at 12 cents. GAAP EPS stayed negative due to a major goodwill charge. The buyback equals roughly 26.1 million Class A shares. Investors are watching for Monday’s reopen once markets come back from the Independence Day break.

Mobileye (NASDAQ:MBLY) pares gains as buyb…

Amplitude (NASDAQ:AMPL) Jumps 17% After Earnings Beat While Palantir NASDAQ:PLTR Slides

July 3, 2026, 7:54 PM EDT. Data analytics stocks ended Q1 with revenue coming in 2.7% above expectations and next quarter guidance up 2.6%. Amplitude (NASDAQ:AMPL) brought in $93.49 million, climbing 16.9% year over year and topping forecasts by 0.6%. Its shares rallied 17% after results, closing at $8.80. Amplitude’s EPS guidance for the full year fell below what analysts wanted, even as billings remained strong. Palantir Technologies NASDAQ:PLTR posted 84.7% revenue growth to reach $1.63 billion, beating forecasts by 6.1%. The stock dropped 11.1% to $129.80 with investors divided on the results. Companies across the sector managed steady growth, even as many still face challenges pulling together their siloed data.

Winners And Losers Of Q1: Amplitude (NASDA…

Recursion (RXRX) jumps as insider filings, high short interest drive action

July 3, 2026, 7:53 PM EDT. Recursion Pharmaceuticals NASDAQ:RXRX climbed 7.95% over the holiday week, beating benchmark biotech ETFs like SPDR S&P Biotech (XBI) and iShares Biotechnology (IBB). Volume spiked July 2 to 32.68 million shares, close to twice the 65-day average. Ex-director Christopher Gibson filed Form 144 notices to potentially unload 200,000 shares. Short interest is high, with 184 million shares-39.11% of the float and more than five times daily volume. Insider filings combined with heavy short positions are fueling more volatility in RXRX shares.

RXRX rallies past biotech ETFs as short in…

FirstEnergy Outages in Ohio Fall as Heat Eases; Lakewood Blasts Grid Strategy

July 3, 2026, 7:52 PM EDT. FirstEnergy NYSE:FE saw outages in Cuyahoga County, Ohio, drop 53% on July 3, 2026, as the heat wave lost some steam. The number of outages fell from 8,180 around midday to about 3,900 by evening. Even so, Lakewood officials slammed the utility’s response during the high heat that pushed up power use and stressed the grid. FirstEnergy had outages for 0.27% of customers, much lower than Cleveland Public Power’s 8.18%. Friction is growing over FirstEnergy’s $36 billion grid plan and how Ohio regulators are handling reliability rules. The heat wave led to substation and pole failures, with crews logging extra hours to keep the power on after an Extreme Heat Warning.

FirstEnergy outages ease in Ohio heat, Lak…

Marvell Drops Almost 10% as AI Data-Center Worries Hit Stock

July 3, 2026, 7:51 PM EDT. Marvell Technology NASDAQ:MRVL sank 9.84% to $245.29, erasing about $23.4 billion in value, more than triple its annualized data-center revenue in just one session. Data-center sales make up 76% of total revenue, leaving Marvell exposed to any cuts in AI infrastructure spending. Losses were deeper than rivals like NVIDIA, Broadcom, AMD, and Micron. President Chris Koopmans sold a small personal stake recently, though it was only a sliver of the outstanding shares. Investors grew wary of AI spending and data-center capex, sending Marvell sharply lower ahead of the July 4th holiday. The Nasdaq Composite dropped 0.8%. Marvell now trades at about 29.3 times annualized Q1 data-center revenue.

Marvell (NASDAQ:MRVL) falls as AI data-cen…

SpaceX Stock Rallies Back Toward $170 as Index Inclusion, Charter Talks Spur Buying

July 3, 2026, 7:35 PM EDT. SpaceX jumped 7.15% to $164.19 on June 30, putting shares back near $170 after a sharp slide this month. The move comes ahead of SpaceX joining the Nasdaq-100 July 7. The stock has been volatile, dropping 35% from its June 16 high of $225.64 and briefly breaking below the $150 IPO price. Investors now look to $4.3 billion of passive inflows from Nasdaq-100 index funds. SpaceX is also being added to the Russell 1000 and 3000. Reports of discussions with Charter Communications on a possible mobile partnership have given another boost. The limited 4-5% free float leaves little stock available, so demand spikes drive big price swings. The broader tech rally at the end of June lifted SPCX too.

SpaceX Stock Price Recovers Toward $170 Ah…

Blue Owl Capital (OWL) off 50% in past year, still pricey after Sila Realty Trust buy

July 3, 2026, 7:19 PM EDT. Shares of Blue Owl Capital NYSE:OWL dropped 50.5% over the last 12 months, even after the Sila Realty Trust deal closed. OWL is trading at about 70.3x earnings, ahead of peers’ 68.5x average and much higher than the capital markets group’s 39.7x average. A fair value model pegs a 20.7x P/E, pointing to likely overvaluation. There are questions about earnings staying power and high redemption requests in private credit funds. The market has pushed shares down, but the stock still looks expensive, and the fee-based business is under pressure as risk gets more attention.

Blue Owl Capital (OWL) Stock Still Looks A…

Granite Construction (NYSE:GVA), MYR Group NASDAQ:MYRG Top Q1 as Maintenance Stocks Beat Estimates

July 3, 2026, 7:18 PM EDT. Construction and maintenance services stocks topped Q1 forecasts, with sector revenues coming in 5.2% above analyst estimates. Granite Construction (NYSE:GVA) logged $912.5 million in revenue for the quarter, up 30.4% year over year and 18% ahead of expectations, and lifted its full-year outlook. Shares jumped 21% to $148.30. MYR Group NASDAQ:MYRG posted $1 billion revenue, up 20%, beating the Street by 7.5%. Shares climbed 28.1% after its report, closing at $432.56. But since those results, the group’s stocks have lost 4.5%, as traders weigh where economic cycles and interest rate impacts go from here. Analysts say regulatory clarity and demand for energy-efficient services remain important for the industry.

Construction and Maintenance Services Stoc…

TD Bank Adds C$44 Billion in Market Cap, Leads Yearly TSX Moves

July 3, 2026, 7:17 PM EDT. Toronto-Dominion Bank (TSE:TD) was up 0.44% at C$170.01 on July 3, 2026, lagging the S&P/TSX Composite Index which rose 0.88%. Market cap for TD has jumped about C$44.3 billion since April 30, up 16.2%, making it the fastest climber among the big Canadian banks over the last year, rising 67.18%. The recent run has pushed the dividend yield down to 2.55% from 3.2%, with shares just under the 52-week high of C$172.98. Most of the move in the TSX came from the materials group on lower U.S. rate bets and the softer dollar. Financials added 0.4%. U.S.-listed TD shares were closed Friday for the NYSE holiday. TD posted C$4.17 billion in adjusted Q2 earnings, helped by growing net interest income, which has kept investors interested.

TD Bank (TSE:TD) lags TSX after C$44B surg…

CLF:CA gets neutral ratings; signals suggest trading between 17.47 and 17.73

July 3, 2026, 7:16 PM EDT. iShares 1-5 Year Laddered Government Bond Index ETF (CLF:CA) got neutral ratings across all terms as of July 3, 2026. The latest trading idea points to buying around 17.56 with a 17.64 target and a 17.47 stop. Shorts are flagged near 17.64, looking for 17.56, with a stop set at 17.73. The AI-generated signals update guidance for both short- and long-term trades in CLF:CA and keep a cautious tone.

(CLF) Advanced Equity Analysis

Patterson-UTI (PTEN) Slides After Q1 Beat; Water Solutions Tops Peers

July 3, 2026, 7:05 PM EDT. Oilfield services names turned in uneven Q1 results. The group beat revenue consensus by 3.8% but still averaged a 14.3% drop in share price. Patterson-UTI NASDAQ:PTEN, with its 135 advanced rigs, posted revenue of $1.12 billion, down 12.7% over last year but 1.2% above analyst targets. PTEN delivered beats on both EPS and EBITDA, yet shares tumbled 19.9% to $8.66 after earnings as investors stuck to worries over low commodity prices. Select Water Solutions NYSE:WTTR led on revenue, topping estimates by 6.8%, even as sales dropped 2.3% year-on-year. Oil price swings, tough competition, and the energy transition add to the sector’s cloudy near-term picture.

A Look Back at Oilfield Services Stocks’ Q…

Ares Management expands with Clearstream partnership, SPAC IPO shift

July 3, 2026, 7:04 PM EDT. Ares Management is making a push in alternatives, launching an Asia-focused direct lending fund and filing for a $395 million SPAC IPO through Ares Acquisition Corporation III. The new partnership with Clearstream aims to widen access to Ares’ private market products in wealth and retail channels. The firm could see higher fee-paying AUM, but at the cost of more regulatory exposure and greater distribution spending. Analysts said the Clearstream move and SPAC support Ares’ growth pitch, forecasting $6.9 billion in revenue and $1.9 billion in earnings by 2029. Some are still cautious on risk and valuation. These updates show Ares is leaning more on distribution deals as it rolls out new funds.

Does Ares’ Clearstream Deal and New SPAC I…

Brookfield TSX:BN stock called overvalued after big run on AI expansion hopes

July 3, 2026, 7:03 PM EDT. Shares of Brookfield TSX:BN have jumped 117.7% in the last three years, but now some on the Street say the valuation looks stretched. The P/E stands at 83.1, way over the Capital Markets average of 9.5. Brookfield has been betting on AI-focused infrastructure and deals tied to Bloom Energy and NVIDIA platforms. That could mean strong growth down the road, but also leaves execution risk and heavy capital spend in play. Over the past year, the stock returned 6.3%. Now, with the price this high, there are doubts that future earnings can keep up. Investors are weighing last year’s gains against the risk that Brookfield is getting too pricey on its AI push.

Brookfield (TSX:BN) Stock Looks Stretched …

T1 Energy NYSE:TE Warrant Expiry Looms as Shares Lag Strike Price

July 3, 2026, 7:02 PM EDT. T1 Energy Inc. NYSE:TE finished at $8.56 on July 2, falling 6.75%. TE shares need to climb 34.3% to hit the $11.50 warrant strike before the July 9 expiry. Around 24.6 million warrants, both public and private, could bring in up to $283 million if exercised, more than T1’s $225 million Phase 1 funding requirement. Exercising all would dilute existing shareholders by 8.8%. As of March 31 the company reported $123.7 million in cash and $174.7 million from convertible notes. U.S. markets are closed July 3 for the Independence Day holiday with no trading set for Friday. The warrant expiry will have a big impact on T1 Energy’s cash and dilution outlook.

T1 Energy (T1E) faces July 9 warrant deadl…

Microsoft (MSFT) up 4.7% in four sessions as $2.5B AI spend drives value

July 3, 2026, 7:01 PM EDT. Microsoft NASDAQ:MSFT gained 4.7% over four sessions through July 2, ahead of the Technology Select Sector SPDR ETF (XLK), down 0.3%, and the S&P 500 ETF (SPY), up 2.2%. The move comes as Microsoft announced a $2.5 billion spend on AI under the Microsoft Frontier Company, which plans to put 6,000 AI experts to work for customers. CEO Judson Althoff said the focus has shifted from trying out AI to achieving real business results from its investments. Market cap jumped around $130 billion in the period, easily covering the AI spend. Microsoft said revenue in its fiscal third quarter was up 18%, with cloud services up 40%, as investors bet AI spend will show up in sales and margins even as capital costs remain high.

Microsoft (NASDAQ:MSFT) rebound puts AI ho…

Snap (SNAP) Jumps 9.8% as July Cash Flow Release Nears

July 3, 2026, 7:00 PM EDT. Snap Inc NYSE:SNAP shares climbed 9.8% between June 26 and July 2, well ahead of the Nasdaq Composite’s 2.1% move. The stock ended Thursday at $4.84, putting market value at $8.17 billion. Traders are watching Snap’s free cash flow, which was $609 million over the past year, with a price to free cash flow ratio coming in at 13.4 and a 7.5% yield. First-quarter ad revenue edged up 3%, total revenue rose 12% to $1.53 billion, helped by an 87% jump in non-ad revenue. But eCPMs dropped 12%, showing pressure on ad pricing. The company’s results stay under a lens as ad markets remain rough.

Snap (NYSE:SNAP) rally puts July cash flow…

Scotiabank Yield Gap Stays Wide as Dividend Date Nears (TSE:BNS)

July 3, 2026, 6:59 PM EDT. Shares of Bank of Nova Scotia (TSE:BNS) added 1.04% to C$122.39, trading just off their 52-week high. The 3.73% dividend yield keeps its 109-basis point edge over the median of five major Canadian peers. That gap hasn’t closed as Scotiabank heads for its July 7 ex-dividend date on an annualized C$4.56 payout per share. The stock trades at a 16.92 price-to-earnings ratio, still under the peer median of 18.96, suggesting investors remain careful even after a Q2 net income of C$2.63 billion. The S&P/TSX Composite put in a 0.9% gain, while the bank’s market cap sits at C$150.72 billion, ahead of Canadian Imperial Bank of Commerce, though resource stocks moved more as U.S. dollar weakness lifted gold and copper.

The Bank of Nova Scotia (TSE:BNS) stock yi…

CDZ ETF Gets Neutral Technicals for July, Strong Long-Term Signal

July 3, 2026, 6:58 PM EDT. iShares S&P/TSX Canadian Dividend Aristocrats ETF (CDZ:CA) landed a neutral near and mid-term rating but a strong long-term rating from updated AI-generated technical signals as of July 3, 2026. The call is for a long position buy near 43.67 with a stop loss at 43.45. No short positions are suggested. The split ratings point to some short-term caution but see longer-term upside for CDZ.

(CDZ) Technical Analysis and Trading Signa…

DexCom Tops Q1 Revenue Growth Among Patient Monitoring Stocks, Guides Soft

July 3, 2026, 6:45 PM EDT. Patient monitoring names put up mixed Q1s, with revenue beating the Street by 2.3% and stocks adding 3.5% on average after results. DexCom NASDAQ:DXCM booked $1.19 billion in Q1 sales, up 15% from a year earlier and 1.4% above estimates, but its full-year outlook landed at the low end for the group, keeping some investors cautious. The sector is helped by more chronic disease and digital health adoption, though it’s still dealing with big R&D spend, regulatory hurdles, and price pressure. New AI and machine learning products could push growth. Insulet (NASDAQ:PODD) outperformed this quarter, drawing notice for its tubeless insulin device.

Patient Monitoring Stocks Q1 Results: Benc…

Taiyo Yuden Jumps 22.5% After Korea Chip Investment, Board Signals Stock Plan

July 3, 2026, 6:44 PM EDT. Taiyo Yuden shares soared 22.5% after South Korea announced a big semiconductor investment, which lifted the mood across chip-linked names. Taiyo Yuden isn’t a pure-play chipmaker but supplies parts for AI servers, autos and phones, so it got a bump. The board moved to use treasury stock for restricted stock pay, tying management to longer-term targets with volatility still a concern. Net selling from SBI Securities shows some funds are taking profit or turning cautious after a strong year. Analyst targets span a wide range as semiconductor sentiment stays choppy. Investors are being told to watch company basics, since sector sentiment swings fast.

Why Taiyo Yuden (TSE:6976) Is Up 22.5% Aft…

Wells Fargo Lifts S&P 500 Target, Says AI and Cyclicals in Focus

July 3, 2026, 6:43 PM EDT. Wells Fargo hiked its year-end S&P 500 target to 7,950 from 7,007, pointing to nearly 8% higher EPS estimates for 2026 and 2027. The firm is looking at 28% year-over-year earnings growth for Q1 2026 as the main reason. Chief Equity Strategist Ohsung Kwon said stocks are seeing more momentum helped by slipping geopolitical risks and neutral positioning. Wells Fargo is overweight cyclicals, semiconductors, and infrastructure tied to AI, expecting AI-driven earnings to spread beyond just the big tech names. Inflation is still the main worry, but stocks could offer some hedge if the Fed stays loose on policy.

Wells Fargo doubles down on stock market a…

Verisk NASDAQ:VRSK shares rise despite slowest growth in data services names

July 3, 2026, 6:42 PM EDT. Verisk NASDAQ:VRSK posted a 3.9% bump in Q1 revenue to $782.6 million, a touch above Wall Street by 1.3%. Sector revenue outperformed expectations by 2.7% as more digitization and outsourcing drove demand. Still, the group’s stocks dropped 2.9% on average after results. Verisk reported the slowest growth but its stock gained 3.4% after the numbers. Stricter data privacy like GDPR and cyber security risks continue to weigh on companies storing sensitive info. Planet Labs NYSE:PL was out front with a 42.1% surge in revenue off satellite-based Earth data sales. The quarter showed investors split as the sector wrestles with new rules and tech risks.

Reflecting On Data & Business Process Serv…

NOVONIX ASX:NVX adds 34,824 shares after employee rights vesting

July 3, 2026, 6:41 PM EDT. NOVONIX Limited issued 34,824 new ordinary ASX shares in the NVX class after employee performance rights vested and converted. The move took place July 3, 2026, bringing total outstanding shares up to 991.6 million for a slight dilution. This wasn’t a new raise but comes from equity reward, tying employee pay to long-term performance. The company, which makes engineered graphite anodes for lithium-ion batteries, still has a large pool of unquoted options and rights, so more shares could be added as those vest. AI analyst Spark keeps NVX Neutral, pointing to weak financials, rising cash burn, and technical pressure even with revenue growth. Shares remain below major moving averages. Market cap stands at $102.6 million.

NOVONIX Adds New ASX-Quoted Shares After E…

Digital Garage (TSE:4819) Earnings Jump on One-Off Gains, Underlying Weakness Raised

July 3, 2026, 6:24 PM EDT. Digital Garage, Inc. (TSE:4819) posted a profit this year, helped by JP¥865 million in one-off items that gave earnings a lift. The company swung back into the black after last year’s loss but relied on those unusual gains. Analysts flagged the statutory numbers, saying they may not show the real health of the business and warned these items are unlikely to repeat. Investors have reason to be cautious, as several warning signals hang over the stock and deeper analysis is needed on core metrics like margin and return on equity. The stock showed little reaction, with shareholders appearing wary about whether recent profit gains are sustainable.

Digital Garage's (TSE:4819) Earnings Are W…

BlackRock Inc. starts trading on Euronext Amsterdam

July 3, 2026, 6:23 PM EDT. BlackRock Inc. is now officially listed on Euronext Amsterdam, according to registration details from the exchange. Euronext N.V. calls Amsterdam one of Europe’s top stock markets. BlackRock’s listing gives investors access to the asset manager’s shares in the European market. The move adds BlackRock stock to Euronext Amsterdam’s offerings.

Euronext N : BlackRock Inc. – Euronext N.V…

Takeda Pharmaceutical (TSE:4502) Eyes Fair Value After 83.5% Five-Year Rise

July 3, 2026, 6:09 PM EDT. Takeda Pharmaceutical shares are up 83.5% in five years, putting in strong gains for holders. But on valuation, the picture is mixed: Simply Wall St says it’s undervalued on 4 of 6 counts. The stock trades at a P/S of 1.9x, a bit over the sector average but below its peers at 4.0x. Simply Wall St pegs a fair P/S at 3.4x, suggesting some room to move. Takeda’s deal with Insilico Medicine for AI-driven drug discovery and a new CEO could matter for growth and outlook. Shares are up 25.6% in a year, giving some momentum, though risks around execution still weigh. Where the stock goes next may depend on whether the current price has baked in these factors or leaves space for more upside.

Takeda (TSE:4502) Stock Still Looks Slight…

Amazon shares rise ahead of July 4 as market looks to Prime Day results and satellite news

July 3, 2026, 6:08 PM EDT. Amazon.com Inc. shares ended the session at $242.67, up 0.4%, while the Nasdaq Composite lost 0.8% on the day before the July 4 holiday. The stock has added 4.29% in the last five sessions. It’s still 12.9% off the 52-week high. Wall Street is watching for updates on Prime Day numbers, with $26.4 billion reported, and details on the Leo satellite broadband rollout. Amazon has 394 satellites in orbit and first service is close. Analyst sentiment is still strong-57 Buy and 11 Overweight calls out of 70 ratings. Market cap is $2.61 trillion with shares at 29 times earnings. Amazon’s Q2 2026 results are due July 30. EPS is seen at $1.81. Among hurdles are satellite launches, delayed as Blue Origin and ULA work on their rockets.

Amazon stock beats Nasdaq before holiday b…

Sugar Slips as Crude Drops, Monsoon and Weather Risks in Focus

July 3, 2026, 6:07 PM EDT. Sugar prices fell on the session, with October NY world sugar off 1.00% and August London ICE white sugar easing as WTI crude oil touched a 4.25-month low. Cheaper crude drags on ethanol margins, making mills more likely to crush cane for sugar instead. Sugar had rallied recently over weak monsoon rains in India that could cut sugarcane yields-cumulative monsoon rainfall was 38% below normal on July 1. Brazilian output outlook is lower with mills diverting more cane to ethanol. Markets are also tracking the risk of El Niño hurting crops in Brazil, India, and Thailand. The US NOAA puts odds of a Super El Niño at 67% this year, adding to volatility and production worries.

Sugar Prices Pressured by Weakness in Crud…

U.S. Natural Gas Dips as Storage Tops Forecast, Cooler Weather Seen Cutting Demand

July 3, 2026, 5:57 PM EDT. Natural gas prices dropped to a two-week low with new EIA data showing storage jumped by 87 bcf, beating calls for an 83 bcf build. Cooler weather in much of the eastern U.S. is on tap, which should pull back air conditioning demand for gas-fired power. Production climbed 2.8% from a year ago to 111.7 bcf a day, with demand also up 4.7%. Even as bigger storage and supply weigh on prices, traders keep an eye on global supply after damage at Qatar’s Ras Laffan LNG plant, which supplies 20% of global LNG. U.S. electric generation dropped 8.27% last week versus a year before, pointing to less gas use in power.

Nat-Gas Prices Retreat as US Storage Level…

Sugar Futures Sink as Oil Slumps, Surplus Weighs

July 3, 2026, 5:55 PM EDT. Sugar futures dropped on Wednesday. May NY world sugar lost 1.83%, while May London ICE white sugar slid 1.49% after crude oil fell 2%. The oil drop set off long liquidation in sugar, cutting into gains from crude’s recent rally. Crude moves can affect ethanol demand, since mills might switch between making sugar and ethanol depending on prices. Some support is coming from closure of the Strait of Hormuz, but analysts at Czarnikow, Green Pool, StoneX, and the International Sugar Organization expect a global sugar surplus in 2025/26 on stronger output from India, Thailand and Pakistan. Rising output and possible higher exports from India continue to pressure sugar, even as Brazil sees some production hiccups.

Crude Oil Weakness Pressures Sugar Prices

Aecon Group jumps 17% after landing $4.6B Alberta power deal

July 3, 2026, 5:54 PM EDT. Aecon Group Inc. ARE:TSX stock surged 17% after the company won a contract to build the 932-megawatt Greenlight Electricity Centre near Edmonton. The $4.6 billion project gives Aecon a majority stake and $1.7 billion of work. Raymond James analyst Frederic Bastien boosted his Aecon rating to outperform and took the target to $60 from $51, calling it the firm’s largest power infrastructure job in more than 20 years. TD Cowen sees the deal adding $450 million a year in top-line during peak construction (2027-2029), with the stock possibly gaining $8 on the news. Aecon shares have usually traded at a discount, but the new power center could supply a planned data center tied to Meta Platforms. Aecon’s 12-month analyst target sits at $54.18 from 11 analysts.

This TSX stock jumped 17% on the week and …

Specialty stores rise after Q1 beats; Best Buy NYSE:BBY jumps 21%, Bath & Body Works NYSE:BBWI up 24%

July 3, 2026, 5:53 PM EDT. Specialty retailers topped Q1 revenue estimates by 1.3%, sending shares up an average 9.3%. Best Buy NYSE:BBY posted $8.94 billion revenue, also 1.3% over forecasts, and its stock soared 20.9% after results. But Best Buy’s full-year EPS guidance landed just under what analysts expected. Bath & Body Works NYSE:BBWI led the group, jumping 23.7% after beating on revenue and EPS, even with sales off 3.2%. Looking ahead, the group gave a mixed read for Q2, trimming revenue guidance by 0.6%. These retailers are dealing with weak foot traffic and e-commerce competition by leaning on richer product lines and staff know-how.

Q1 Earnings Roundup: Best Buy (NYSE:BBY) A…

Apotex Health TSX:APTX up 4.75% after Cumberland deal, IPO shares now worth C$2.1B

July 3, 2026, 5:52 PM EDT. Shares of Apotex Health Corp. TSX:APTX added 4.75% to close at C$33.95 on July 3, the highest close since its IPO at C$24 on June 16. With the gain, the value of Apotex’s 62.29 million IPO shares is up about C$620 million to roughly C$2.115 billion. The company just closed a $100 million buy of Cumberland Pharmaceuticals’ U.S. branded drug unit, picking up hospital and specialty products. Apotex trading was quiet, with 146,773 shares moving-about 24% of its 65-day average. Major holders SK Capital and Sherfam own a combined 66.6%, holding down the float. The Cumberland buyout, backed by more than 99% of shareholders, is seen strengthening Apotex’s U.S. healthcare footprint and its finances.

Apotex Health rises on TSX after IPO block…

Oracle NYSE:ORCL Faces Questions Over $638B AI Backlog, $95B Capex Plan

July 3, 2026, 5:51 PM EDT. Oracle NYSE:ORCL put up a $638 billion backlog in remaining performance obligations, more than one and a half times its $408.5 billion market cap. Management now targets as much as $95 billion for fiscal 2027 capex, banking on data center buildout to ramp up AI cloud. Analyst sentiment remains bullish-38 of 45 rate ORCL Buy or Overweight, price target at $254.84. Still, Oracle shares dropped 5.6% last week and have lost nearly 24% in nine sessions as investors worry. Oracle reported $32 billion in operating cash flow for fiscal 2026 but burned through $23.7 billion in free cash flow, pushing funding strategy to the front as management eyes a $40 billion raise through debt and equity.

Oracle (NYSE:ORCL) lines up $638B AI backl…

Cramer Says Market Wrong on Netflix NASDAQ:NFLX, Calls Stock a Buy

July 3, 2026, 5:37 PM EDT. Jim Cramer pushed back on market talk that Netflix NASDAQ:NFLX is losing steam, saying the street is underestimating the stock. On CNBC’s Mad Money, Cramer said the latest slide in Netflix has more to do with a broad turn against tech stocks like the FAANGs and ‘Mag Sevens.’ He dismissed worries over Netflix pulling back from an attempted Warner Brothers Discovery deal, saying it was more about keeping options open. Cramer stayed bullish even after the stock’s 13% drop. Shares added 4.66% after his remarks, as the market showed some relief. Netflix remains a global player in streaming with offerings that include TV, movies, docs and games.

Jim Cramer Says The Market Is Misjudging N…

Enbridge (TSE:ENB) lags as TSX climbs in quiet post-holiday trade

July 3, 2026, 5:36 PM EDT. Enbridge shares slipped 0.03% to C$76.70 on the TSX while the S&P/TSX Composite rose 0.9% in thin trading after the U.S. Independence Day break. Over the last five sessions, Enbridge fell 3.87%, underperforming the TSX’s 0.8% gain. U.S.-listed Enbridge shares were inactive Friday with New York markets shut and investors waiting for Q2 results at the end of July. The stock closed 4.9% off its 52-week high, with a 5.06% yield, still drawing income buyers in a cautious tape.

Enbridge stock lags TSX as trading thins f…

WELL Health jumps after acquisition priced under sector multiples

July 3, 2026, 5:35 PM EDT. WELL Health Technologies (TSE:WELL) shares climbed 3.1% to C$4.31 on July 3, topping the S&P/TSX Composite Index’s 0.88% move. WELL wrapped up its Ontario Imaging Diagnostics and UnionMD deal at around 5.2x projected 2025 adjusted EBITDA, which comes in lower than the company’s public EV/EBITDA target for 2026. The purchase lifts WELL Canada’s adjusted EBITDA run rate above C$100 million, and revenue hit to roughly C$700 million, above previous targets. WELL has a market cap near C$1.10 billion and EV at C$1.51 billion. The company saw free cash flow fall in Q1, but adjusted EBITDA went up, making cash conversion the next hurdle. Canadian markets were closed July 1 for Canada Day; U.S. markets shut doors July 3.

WELL Health (TSE:WELL) gains after Canada …

Zoom daily users jump 30x since IPO as pandemic fuels demand

July 3, 2026, 5:26 PM EDT. Zoom saw daily meeting users go from 10 million to more than 300 million after its 2019 Nasdaq debut, as COVID-19 sent demand for remote tools surging. The pandemic jump-started use of video calls as companies and people adjusted to lockdowns. CEO Eric Yuan said much of the spike happened because everyone suddenly needed to connect online in early 2020.

Zoom went from 10M to 300M daily users pos…

Fluence Energy NASDAQ:FLNC lags on Q1 sales but jumps; Bloom Energy NYSE:BE posts big beat

July 3, 2026, 5:25 PM EDT. Renewable energy stocks gained in Q1, with overall sector revenue topping estimates by 5.7%. Fluence Energy NASDAQ:FLNC reported $464.9 million in sales, up 7.7% from last year, though that missed Wall Street projections by 24%. Still, earnings and EBITDA topped forecasts, and Fluence shares rallied 26.8% after results, last at $17.20. CEO Julian Nebreda cited higher orders and a record backlog. Peer Bloom Energy NYSE:BE delivered a 130% revenue jump, beating estimates by 42%, sending shares up 20% to $271.64. The sector got some lift from green energy momentum, but regulatory changes and economic swings remain risks. After results, the group’s average share price rose 2.8%.

Renewable Energy Stocks Q1 Highlights: Flu…

Alphabet, Canadian Tire Draw Value Hunters After Pullbacks

July 3, 2026, 5:24 PM EDT. Value investors eye Alphabet (GOOG) and Canadian Tire (TSX:CTC.A) as shares slip from highs. Alphabet trades at 27.2 times trailing P/E, having dropped 10% from records, even as some key AI talent leaves. The stock is choppy but still commands a lead in AI and long-term growth. Canadian Tire looks cheaper at 16.2 times trailing P/E and pays a 3.7% yield, now 6% off its own peak. Discretionary retail remains under pressure, but the company’s better operations and loyal base may support a recovery. Both names look like value plays for investors willing to wait.

2 Overlooked Stocks That Still Look Cheap …

Gateway Mining (ASX:GML) insiders raise stake by AU$12.9m; chairman buys above market

July 3, 2026, 5:23 PM EDT. Insiders at Gateway Mining Limited (ASX:GML) picked up another AU$12.9 million in shares in the past year. Executive Chairman Andrew Bray bought AU$5 million at AU$0.055 a share, paying more than the current AU$0.053. No insiders sold. Insiders now control about 21% of the company, or AU$26 million in value. That shows alignment with other shareholders. Still, analysts have flagged three warning signs for the company. Insider trades are a signal, but investors should watch risks too.

Gateway Mining Insiders Added AU$12.9m Of …

AbbVie (ABBV) Beats Q1 Targets, Therapies Stocks Post Gains

July 3, 2026, 5:22 PM EDT. AbbVie Inc. NYSE:ABBV turned in Q1 revenue of $15 billion, up 12.4% from a year ago and 1.7% above analyst estimates. AbbVie shares jumped 31.6% after the report, hitting $260.14. The broader therapeutics group saw momentum this quarter, with 11 stocks tracked averaging 14.5% revenue beats and shares up 18.9%. Growth in precision medicine and rare disease treatments helped, though drug pricing and competition are still in play. Moderna Inc. NASDAQ:MRNA stood out, reporting a 260% revenue surge, beating estimates by 55.8% and shares up 75.2% to $80.47, the biggest gain across the group.

Q1 Earnings Highlights: AbbVie (NYSE:ABBV)…

Snap (SNAP) stock sinks after Q1 report, Reddit (RDDT) jumps on beat

July 3, 2026, 5:21 PM EDT. Snap Inc. NYSE:SNAP posted Q1 revenue of $1.53 billion, up 12.1% from a year ago, in line with analyst views. Daily active users and margins improved, but shares dropped 20.8% to $4.84 as investors looked for more. The wider social networking sector beat collective revenue estimates by 3.4%, and next quarter guidance is up 1.1%. Reddit NYSE:RDDT revenue surged 69.1% to $663.4 million, topping forecasts by 8.8%. Its stock jumped 31.7% to $193.85. Online ad spend keeps moving higher as social network users now average over 2.5 hours a day.

Unpacking Q1 Earnings: Snap (NYSE:SNAP) In…

OpenAI Pre-IPO Stock Gets Picked for Bay Area Home Sales

July 3, 2026, 5:20 PM EDT. Sellers in the San Francisco Bay Area are starting to take pre-IPO OpenAI stock instead of cash when closing on homes. Sotheby’s associate broker Kevin O’Connor said sellers want to hold equity in AI companies they think will gain value. Tech analyst Ahmed Banafa said the move can benefit both sellers and companies, but brings risks like possible stock drops and taxes. San Francisco home prices have climbed as AI investment heats up. OpenAI’s public debut expected this fall could speed up the shift, but for now, the deals are still mostly early and rare as more buyers and sellers hear about it.

Buying homes with pre-IPO OpenAI stock? Ne…

Qualcomm NASDAQ:QCOM Lags Chip Peers on Q1 as Processor Stocks Jump

July 3, 2026, 5:19 PM EDT. Qualcomm NASDAQ:QCOM posted Q1 revenue of $10.6 billion, down 2.2% from a year ago, matching the Street but lagging peers after weak guidance and rising inventory. Still, Qualcomm shares jumped 13.5% to $177.05 after the report. Processor and graphics chip stocks rallied, up 39.1% on average. Lattice Semiconductor NASDAQ:LSCC led the group with $170.9 million in revenue, up 42.2%, ahead of estimates. LSCC stock ran up 10.7% to $139.00. The chip sector is seeing strong demand from 5G, IoT, self-driving tech, and AI, with overall revenue beating forecasts by 2.9% and guidance for next quarter coming in 4.2% above consensus.

Unpacking Q1 Earnings: Qualcomm (NASDAQ:QC…

Guidewire Software (GWRE) Q1 tops expectations, but stock drops as sector posts gains

July 3, 2026, 5:07 PM EDT. Guidewire Software NYSE:GWRE turned in a solid first quarter, with revenue up 26.9% year-over-year and coming in 4.7% ahead of forecasts. The company also nudged its full-year guidance above the Street. Vertical software companies as a group reported revenue 3.7% above expectations, with Alarm.com (NASDAQ:ALRM) leading Q1 beats at 5.6%. Still, Guidewire shares fell 11% after results as investors showed caution. Vertical software names are seeing stronger demand as industries like insurance and security look to boost productivity. Since reporting, the sector’s stocks are up an average of 1.9%.

Unpacking Q1 Earnings: Guidewire Software …

CNQ Lags TSX as Shares Remain Below Buyback Mark

July 3, 2026, 5:06 PM EDT. Canadian Natural Resources (CNQ) edged up 0.8% to C$56.67 on July 3, 2026, just behind the S&P/TSX Composite Index, which added 0.91%. CNQ trades about 20% under its 52-week high of C$70.99, with the TSX down just 1% from its own top. The stock is still 6% below the company’s average C$60.33 buyback price, pointing to possible value for repurchases. The oil firm has handed back C$3.2 billion year to date in buybacks and dividends, or 2.7% of market cap. Higher oil didn’t help CNQ as much as some miners, with softer U.S. jobs and cooler rate hike bets weighing on the dollar and giving a boost to resource names. Investors are watching how CNQ pushes ahead with its capital return plans in this market.

Canadian Natural lags TSX as buyback costs…

Shell LSE:SHEL Trades Cheap with Valuation Tests Passed, E-Mobility Focus Draws Mixed Views

July 3, 2026, 5:05 PM EDT. Shell LSE:SHEL has returned 140% over five years, but the shares have come under pressure lately. Still, the stock looks undervalued by several measures, with a P/E of 11.5x compared to a sector average of 13.5x and a fair P/E estimate of 23.4x. Shell is rolling e-mobility together under Shell Recharge and selling off assets as it looks to reshape the business. Execution risks sit with divestments and big project delivery. All 6 valuation tests signal upside, though investors are split on Shell’s growth plans and how it is putting capital to work.

Shell (LSE:SHEL) Stock Still Looks Underva…

3 UK Stocks for Steadier Gains and Less Risk

July 3, 2026, 5:04 PM EDT. UK markets are signaling mixed trends, with growth staying uneven and some inflation measures cooling. The Low-Risk Leaders screener pulls out UK firms showing solid balance sheets and less overall risk. Griffin Mining (AIM:GFM) keeps up a run of earnings strength from its China-based Caijiaying site, though some worry about its valuation and debt. Oxford Instruments LSE:OXIG is also up, with its £1.7 billion market cap and a global scientific equipment business seeing a recovery in earnings. For investors looking for stability and lower risk in an unsure market, these names are getting attention.

3 UK Stocks Offering Steadier Returns With…

North American Financial 15 Split Corp (FFN) Class A up after split; preferreds trade under offer

July 3, 2026, 5:03 PM EDT. North American Financial 15 Split Corp Class A shares gained 1.08% to C$10.77 on July 3 after the 110-for-100 stock split. The move lifts share count by 10%, with the post-split price per share working out to about C$11.85, just above the prior C$11.72 close. Monthly cash payout per Class A remains C$0.11335, so total distributions go up 10%. The preferred share (FFN.PR.A) offering at C$10.90 closes July 6, but those shares last traded at C$10.73. Market cap is about C$684.4 million on 63.54 million shares out. Split and preferred deal both add to capital base as payout policy stays steady.

North American Financial 15 Split Corp (FF…

Quantum Computing Inc. (QUBT), IBM Move After Trump Executive Orders on Quantum Tech

July 3, 2026, 4:52 PM EDT. The Trump administration’s June 22 executive orders put quantum computing at the center of U.S. tech policy, with a push on commercialization, national security, and cybersecurity. Among the actions: an updated National Quantum Strategy and a new QC-ADDS initiative at the Department of Energy to drive large-scale quantum hardware. Quantum Computing Inc. (QUBT) and IBM are seen as top names to watch for potential gains on more federal support for quantum tools and cyber protections. There’s also a nod to tougher post-quantum cryptography, pointing to fresh demand for quantum-resistant security. Washington now describes quantum tech as a key U.S. priority, and federal money and contracts could be a bigger tailwind for the sector ahead.

2 Stocks That Could Benefit From Trump's Q…

Micron, Credo, TD SYNNEX stand out as profitable stocks to watch in July

July 3, 2026, 4:51 PM EDT. July tends to be a good month for U.S. stocks, and some profitable names are catching attention. Micron Technology (MU), Credo Technology Group (CRDO), and TD SYNNEX (SNX) made the watchlist for solid financials and possible upside. Micron is out front with a 55.9% net profit margin and earnings expected to climb 791% this year on demand for memory chips. Credo, which sells high-speed connectivity gear, has a 35.4% profit margin and is estimated to grow earnings by 72.8%. All three hit strict screens including Zacks Rank #1 (Strong Buy), stronger sales and income growth than peers, and high broker strong buy marks. The screen cut down over 7,600 names to 14 picks for this trading stretch.

Micron & 2 Profitable Stocks to Buy in Jul…

EQB and Enerflex: TSX Picks for Yield and Growth

July 3, 2026, 4:50 PM EDT. EQB TSX:EQB and Enerflex (TSX:EFX) are in focus for their blend of dividends and expansion. EQB, a digital bank with 3.3 million clients, picked up PC Financial’s assets, boosting its portfolio by $5.8 billion. Adjusted EPS slipped 12% as lending tightened, but management hiked the dividend by 15% to a 1.8% yield. Enerflex, which deals in energy infrastructure and power equipment, logged Q1 2026 revenue at US$584 million and posted a net debt-to-EBITDA ratio of 0.9. Its dividend is slimmer at 0.5%, but steady free cash flow leaves room for payout increases. Both names give investors different ways to tap income and growth outside the usual TSX sectors.

2 TSX Stocks Built for Investors Who Want …

Arabica Coffee Futures Slide Before US Holiday While Brazil Crop Eyed

July 3, 2026, 4:49 PM EDT. September arabica coffee dropped 2.81% Thursday as traders booked profits and cut positions ahead of the US holiday. Recent heavy rain in Brazil’s Minas Gerais region had lifted prices on slower harvest and quality worries. Sellers in Brazil have been holding back, betting on more gains with El Niño risks ahead. ICE arabica stocks are still at a 2.25-year low. But a USDA call for a record Brazilian crop in 2026/27 is capping prices. Robusta coffee was up 0.32%, with inventories mixed. NOAA puts the chance of a strong El Niño this year at 67%, adding risk for coffee around the world.

Arabica Coffee Prices Settle Lower Ahead o…

Cotton Slips Before Holiday; Weekly Exports Slide

July 3, 2026, 4:48 PM EDT. Cotton prices dropped 70 to 81 points Thursday ahead of the July 4th break. USDA put sales for 2025/26 at 49,001 running bales, lowest in seven weeks but still up 79.22% on the year. Shipments fell to an 18-week low at 218,753 RB, yet stayed 18.55% over last year’s pace. ICE certified cotton stocks held flat at 185,034 bales. The Cotlook A Index added 25 points to 85.55 cents per pound on July 1. December futures lost 81 points to 77.03 cents. Cotton trading pauses for the three-day weekend, picking up again Sunday night.

Cotton Falling Back into the Long Weekend

Dow Sets New High as Nasdaq Drops Before Fed Minutes

July 3, 2026, 4:47 PM EDT. The Dow Jones Industrial Average climbed 1.1% and closed at a record high on Thursday. The S&P 500 ended flat, and the Nasdaq lost 0.8%. More than two-thirds of S&P 500 stocks were up as money moved out of crowded AI and chip names. Nvidia and SanDisk were hit hard, but Apple rallied 4.8%. Labor numbers came in weak, which took some pressure off the Federal Reserve on rate hikes. Markets are watching for Fed minutes and results from Delta and PepsiCo to see if the rotation keeps up. The S&P 500 posted a 14.9% increase in Q2, its biggest quarterly gain since 2020.

Dow hits new high as Nasdaq chips fall ahe…

Dow Scores Record 52,900; Chips Slide, Traders Eye Fed

July 3, 2026, 4:46 PM EDT. The Dow Jones Industrial Average closed at a record 52,900.07, up 1.14%, helped by Apple’s 4.84% jump, McDonald’s up 4.16%, and Walt Disney up 3.96%. The Nasdaq Composite dropped 0.80% and the Philadelphia Semiconductor Index fell 5.44% as chip stocks lost ground. U.S. payrolls added 57,000 jobs in June but April and May numbers were revised down, adding to mixed signals before next week’s Fed minutes. With markets shut Friday for Independence Day, Thursday’s close was the market’s last read.

Dow Jones ends at record 52,900, chips mix…

Robinhood's 65% Contract Jump in June Sets Up $103 Billion Test Before Q2

July 3, 2026, 4:45 PM EDT. Robinhood Markets saw contracts in its prediction markets climb 65% in June from May, pointing to customers moving away from traditional equity trading into event-driven contracts. The stock has gained 14.2% since June 26, closing at $112.73 and putting market cap near $103 billion. Analysts at Mizuho and Deutsche Bank put price targets that imply potential gains between 0.2% and 15%. The company reports Q2 earnings July 29, a key moment for investors looking for proof that stronger volume means steadier revenue growth. Robinhood trades above Coinbase and Interactive Brokers now, but it’s still behind Charles Schwab on market value. The focus is on if Robinhood can drive more adoption of its new products and become a top online brokerage.

Robinhood’s June prediction-market surge p…

Asahi Kasei (TSE:3407) wraps up ¥17.86bn buyback, highlights pharma tech scale-up

July 3, 2026, 4:32 PM EDT. Asahi Kasei (TSE:3407) finished a ¥17.86 billion buyback, taking in 0.75% of its shares and signaling a focus on returns for shareholders. Peptistar has now launched Asahi Kasei’s FO-MD system at the plant level, putting its pharmaceutical concentration tech into real-world production. This push could drive earnings through healthcare and process solutions, adding to its main battery and hydrogen businesses. Some risks remain for executing FO-MD and AK1940 at scale. The stock has moved up, but some see valuation still lagging-with fair value estimates pointing to a possible double from here. The story here is tighter capital discipline and a bigger bet on new technology.

How Investors Are Reacting To Asahi Kasei …

EchoStar Faces Debt Worries, Declining Revenue; Analysts See Stronger Play Elsewhere

July 3, 2026, 4:31 PM EDT. EchoStar shares are down 8.5% over the past six months while the S&P 500 climbed 8.4%. The company posted a 6.1% yearly revenue drop over two years and its ROIC has slipped. Debt is high at $30.12 billion, far above its $3.16 billion in cash. EBITDA is deep in the red at negative $16.14 billion, raising financial pressure. Credit ratings could fall, which may lift borrowing costs and limit growth options. The stock looks cheaper at $101.31 a share and trades at 24.2× forward EV-to-EBITDA, but analysts see it as high risk and point to a top aerospace name with an active M&A playbook as a better pick.

3 Reasons ECHO is Risky and 1 Stock to Buy…

Janus Electric Holdings (ASX:JNS) insider Koller spends AU$150k on shares

July 3, 2026, 4:30 PM EDT. Peter Koller, an insider at Janus Electric Holdings Limited (ASX:JNS), picked up AU$150,000 of stock at AU$0.17 per share, bumping up his stake by 13%. It’s the biggest insider buy at Janus Electric in the past year. Overall, insiders bought a net 3.14 million shares. Insiders now control about 52% of the company. Janus Electric hasn’t posted a profit in the last 12 months, but management’s stake lines up with shareholders. Shares last traded near AU$0.14. The move comes as small cap names with insider buying are drawing more notice.

Peter Koller Spends AU$150k Buying Janus E…

Pre-IPO Access to Anthropic, OpenAI Comes With Big Valuation Hopes and Risks

July 3, 2026, 4:29 PM EDT. OpenAI and Anthropic have quietly filed S-1s with the SEC and are aiming for late 2026 or early 2027 IPOs. Both companies are talking about $1 trillion valuations, far above where their revenue multiples would land. They expect to float just 5%-10% of shares, which could mean big swings when trading opens. Accredited buyers can get pre-IPO access through secondary platforms like Forge Global or through SPVs set up by groups like Robinhood, but companies might cancel these trades. Some investors are going the fund route, picking mutual funds and ETFs like the ARK Venture Fund that hold SPVs tied to these AI companies. The risks: volatility, lack of liquidity, and the real possibility of losses if IPOs slip or earlier shares get voided.

How to Buy Pre-IPO Shares in Anthropic and…

VP Vance Brings in Millions From Book Royalties, Lists Crypto Holdings in Disclosure

July 3, 2026, 4:18 PM EDT. Vice President Vance’s latest financial disclosure shows he made millions in royalties from his 2016 book, “Hillbilly Elegy.” The filing also lists cryptocurrency among his assets. The annual disclosure gives a look at Vance’s income sources and investments.

Vance’s financial disclosure reveals book …

Coty (NYSE:COTY) stock still trades cheap after 81% drop, re-rating uncertain

July 3, 2026, 4:17 PM EDT. Coty Inc (NYSE:COTY) shares are down 81.2% in three years, despite a recent jump after getting added to the S&P SmallCap 600 index. The stock trades at a P/S ratio near 0.3x, which is far below the 1.2x industry average for personal products. Valuation models put fair value closer to 1.0x, so the market still sees Coty as cheap per dollar of sales. It’s unclear if the latest move is the start of a bigger re-rating or just a short bounce, as there are execution issues and new management. The stock fell 54.8% in the last year, underperforming the sector. Undervaluation could help if Coty can finally deliver on growth and margin targets.

Coty (COTY) Stock Still Looks Below Fair V…

Catalyst Metals ASX:CYL jumps 13.8% after flagging fully funded growth plan

July 3, 2026, 4:16 PM EDT. Catalyst Metals ASX:CYL gained 13.8% after the miner unveiled record gold output from its Plutonic Gold Belt and showed a strong balance sheet, listing A$323 million in cash and bullion. The company said its pipeline of projects-including Trident underground, Old Highway, and Cinnamon-is fully funded from internal cash, with no debt or borrowing needed, which eases funding concerns for now. Some risks around project delivery, costs, and the gold price remain. The stock’s valuation is wide, with community fair value estimates from A$12.63 to as much as A$74.12, showing debate over how far the company can grow and what the risk is.

Catalyst Metals (ASX:CYL) Is Up 13.8% Afte…

Analysts Warn on First Commonwealth Financial (FCF), Favor Software Stocks

July 3, 2026, 4:15 PM EDT. First Commonwealth Financial (FCF) rose 19.8% in six months, beating the S&P 500 by 11.4%. The stock hit $20.47 a share. But analysts are telling investors to look elsewhere. They point to FCF’s 7.6% revenue growth, which they call disappointing, plus just a 6.2% increase in EPS over five years and only 9.9% expected growth in TBVPS over the next year. The stock trades at 1.3x forward price-to-book, and analysts see the risk-reward as weak. They say the better opportunity is in big software names with fast revenue growth-Meta, CrowdStrike and Broadcom are called out for stronger value creation potential.

3 Reasons to Avoid FCF and 1 Stock to Buy …

Discovery Mining (TSE:DSV) jumps 8.8% as rebrand lifts TSX debut

July 3, 2026, 4:14 PM EDT. Shares of Discovery Mining Ltd (TSE:DSV) gained 8.8% to C$9.93 on their first trading day under the new name. That move added almost C$648 million in market cap, putting the company at C$8.08 billion. The DSV ticker stays on the TSX with no break in trading. The stock outperformed First Majestic Silver and Eldorado Gold as the S&P/TSX composite rose 1%. Higher gold and silver prices after a weak U.S. payrolls report helped drive demand for Canadian miners. The rebranding points to the company’s push into gold near Timmins, Ontario after shifting away from its silver-heavy past.

Discovery Mining stock adds C$650 million …

Valero Energy Added to Five Russell Indexes, Dropped from Midcap Benchmarks

July 3, 2026, 4:01 PM EDT. Valero Energy NYSE:VLO was moved into five Russell indexes, including the Top 200 Value, Top 200 Growth, and 3000 Growth benchmarks, and was dropped from Russell Midcap indexes. The changes push Valero further into the large-cap, growth-oriented group of refiners similar to Marathon Petroleum and Phillips 66. Index funds may shift allocations as a result. The reclassification could help boost liquidity and trading in the stock. Market watchers say the move shows changing investor views of Valero as it navigates regulatory and renewables pressures. Investors following index moves will be watching Valero’s market position and outlook for earnings.

Valero Energy (VLO) Joins Five Russell Ind…

Imperial Oil (TSX:IMO) starts share buyback plan, outlook split as decarbonization risks linger

July 3, 2026, 4:00 PM EDT. Imperial Oil (TSX:IMO) rolled out a new normal course issuer bid in June 2026, targeting a buyback of up to 5% of the float by June 2027. The company is using cash flow for buybacks and dividends, staying focused on cost controls at Kearl and Cold Lake. The program adds to its dividend strategy, but does not change exposure to climate policy and decarbonization risk. Imperial is guiding for CA$56 billion in revenue and CA$4 billion profit for 2029. Some valuations flag as much as 18% downside from here. Bulls could see the buyback as a plus, others may stay cautious. Investors need to dig into the numbers for TSX:IMO.

Does Imperial Oil’s New Share Buyback Plan…

Bitmine NYSE:BMNR gains on asset value, stays below year highs before U.S. holiday break

July 3, 2026, 3:59 PM EDT. Bitmine NYSE:BMNR closed at $14.36 on July 2, up 1.48%. The stock is still down 47.11% for the year, with a market cap at $8.18 billion. Bitmine’s gross holdings now include 5.7 million Ether (ETH) plus 206 Bitcoin, marking to about $10.08 billion-nearly 19% above the company’s equity value. Ether fell 8% last week, but Bitmine added more than 27,000 ETH, moving closer to its 5% share target of total Ether supply. The company also raised $274 million in a preferred share sale and recently joined the Russell 1000 Large-cap Index, which could draw more institutional buyers. U.S. markets are closed for Independence Day through Monday, with Bitmine set to trade again next week.

Bitmine (NYSE:BMNR) trades vs Ether holdin…

Record U.S. Beef Imports Don't Translate to Cheaper Fourth of July BBQs

July 3, 2026, 3:58 PM EDT. U.S. beef imports are at an all-time high as officials try to address domestic shortages. Even with the extra meat, beef prices remain high because demand is strong and inflation is still a problem. The push for more imports hasn’t led to deals for shoppers. Americans are still paying up for Fourth of July cookouts, with more foreign beef on the shelves but no relief at checkout.

Record beef imports are flooding the U.S. …

EQT NYSE:EQT trades close to 52-week low as gas storage builds, cash flow in focus

July 3, 2026, 3:57 PM EDT. EQT Corp shares traded near a 52-week low at $52.61, off 22.9% from the high, as U.S. markets observed Independence Day July 3, 2026. Analysts have kept a price target that’s still 33.4% above the current price. EQT cut its Q2 volume forecast by 3.7% and lifted capex guidance by 28.7%, pointing to higher spending. U.S. natural gas futures slipped 0.7% after storage rose by 87 bcf, topping the five-year average and putting pressure on gas demand and pricing. The company reports Q2 earnings July 21, with cash flow likely the main focus as production is curbed and capex hits a high. EQT’s shares have lagged competitors like Range Resources and Antero Resources, showing strain across the sector.

EQT (NYSE:EQT) trades close to 52-week low…

Retirees Look to Preferred Stock ETFs for 6-9% Yields, Bond-Like Income

July 3, 2026, 3:45 PM EDT. Preferred stock ETFs are seeing more demand from retirees who want bond-like income with yields of 6% to 9%. Single preferred shares can be complicated, with call features and credit differences, but ETFs give diversification, professional management and liquidity. The iShares Preferred and Income Securities ETF (PFF) is the biggest in the space, holding over $13 billion and posting a 6.32% SEC yield, with about half the market’s volatility. PFF has 57% of assets in financials, as banks and other firms use preferred stock to fill capital needs without diluting equity or adding standard debt. Roughly 47% of PFF’s holdings are investment grade, but some are unrated and still considered high-quality. For retirees, these ETFs remain a way to steady income at a time when the bond market is in flux.

Why Retirees Are Quietly Moving Into Prefe…

ASX hit with $20.5 million penalty on failed CHESS blockchain project

July 3, 2026, 3:44 PM EDT. ASX got a $20.5 million fine after its blockchain-based CHESS upgrade fell apart. The exchange pulled the plug on the project in November 2022, booking up to $255 million in write-offs. ASIC said ASX misled markets by overstating how far work had come, which hurt clearing participants. ASIC Chair Sarah Court said market operators with key infrastructure have to be transparent. ASX also covered $3 million in ASIC’s legal bills. The failed upgrade raised concerns about swapping out core financial plumbing. ASX pivoted and finished a non-blockchain CHESS phase in April 2024, backing some distributed ledger tech.

Failed Blockchain Transition by Australian…

Ann Wagner Ups KKR Private Equity Stake, Cuts Partners Group

July 3, 2026, 3:43 PM EDT. Ann Wagner has shifted her private equity allocation, boosting her holdings in KKR Private Equity and selling out of Partners Group Private Equity. The change shows a new tilt toward KKR and an exit from Partners Group. Wagner is adjusting her portfolio as private equity valuations move and sentiment remains mixed.

Ann Wagner invests in KKR Private Equity, …

Shopify Trades Mixed Into Holiday With Buyback Still in View

July 3, 2026, 3:42 PM EDT. Shopify Inc. shares split directions right before the U.S. Independence Day holiday-U.S. shares slipped 1.78% to $119.46 on Thursday while the Toronto stock edged up 0.91% to C$171.19 Friday. The U.S. shares are up 2.2% from June 26 to July 2, lifted most by a 6.52% jump on July 1. Investors are still eyeing Shopify’s buyback; about $3.55 billion remains after $1.45 billion bought back earlier this year. The company also said board audit chair Prashanth Mahendra-Rajah is stepping down for a Commerce Department job. Nasdaq Composite fell 0.8% Thursday but closed the week up 2.1%. The S&P/TSX Composite index gained 1% for the week.

Shopify (SHOP.TO) heads into July with buy…

Ford NYSE:F Drops After Q2 Sales Miss; Investors Eye F-150 Restock

July 3, 2026, 3:41 PM EDT. Ford shares slipped 2.05% to $13.36 on July 2, finishing the holiday-shortened week down 5.4%. The S&P 500 was up 1.8% for the same period. Ford posted a 10.3% year-over-year fall in U.S. Q2 sales to 549,200 vehicles, hurt by a sharp 40.7% drop in EV sales and a 20% slide in hybrids. The drop came as dealerships had fewer F-150 pickups and sales to rental car fleets tumbled 69%. Ford is pushing higher-margin trucks and software, looking for profit gains in the second half. Rivals GM and Toyota showed smaller declines or even gains, raising more questions about Ford’s pace. Q2 earnings are due July 28. Ford kept its full-year adjusted EBIT guidance at $8.5-$10.5 billion.

Ford (NYSE:F) trails S&P 500 after Q2 sale…

Haemonetics (HAE) Growth Seen on NexSys PCS Uptake, Hospital Rebound; Macroeconomic, Debt Risks Linger

July 3, 2026, 3:33 PM EDT. Haemonetics Corporation (HAE) is getting a lift from its NexSys PCS plasma collection system and a pickup in hospital business, up 5% on revenue in fiscal Q2. The latest rollout, with Persona tech, targets a 9% to 12% jump in plasma yield. Still, the company faces a high debt-to-capital ratio of 52%, currency headwinds hitting international sales-which make up 26.6% of the total-and uncertainty in the broader economy. Shares are up 2.6% over the past year, just ahead of industry but well behind the S&P 500’s 16% climb. Haemonetics is valued at $4.08 billion and has put up steady earnings beats. Investors get growth drivers here but have to factor in leverage and FX risk.

Is it Apt to Retain Haemonetics Stock in Y…

ISSC Moves Toward Full Cockpit Modernization After Honeywell, Moog Deals

July 3, 2026, 3:32 PM EDT. Innovative Solutions and Support (ISSC) is shifting its focus from specialized avionics to a full-service cockpit modernization setup. By picking up Honeywell’s autopilot line and Moog’s S-TEC Model 3100, ISSC now has certified autopilot systems that link with displays, flight management systems, and autothrottles. This expanded suite lets ISSC play deeper into demand for avionics upgrades as aircraft replacement costs rise and supply issues drag on. The company keeps tight control over the entire product cycle, from engineering through aftermarket support. ISSC trades at a 3.36 forward price-to-sales ratio, well below the sector’s 13.54 average. Management expects a 4.82% EPS bump in fiscal 2026, betting on continued momentum in fleet upgrades.

Is ISSC Building a One-Stop Cockpit Modern…

Ensign Group (ENSG) picks up two Texas skilled nursing centers, grows property count

July 3, 2026, 3:31 PM EDT. Ensign Group (ENSG) is adding two Texas skilled nursing sites, Las Ventanas de Socorro (126 beds) and Los Arcos del Norte Care Center (124 beds), with the deal set to close July 1, 2026. The company said the move supports its selective buyout plan and brings its real estate portfolio to 183 properties. Ensign will have 398 healthcare operations in 17 states after the deal. The company expects more scale and operational efficiency from the expansion and is targeting an 8.12% return on invested capital, ahead of the 3.05% industry average. ENSG shares are up 12% for the year, while the sector is up 28.2%. Real estate will be handled by Ensign’s own REIT arm, Standard Bearer Healthcare.

Ensign Expands Texas Footprint With Two Sk…

West Pharmaceutical (WST) Jumps 33% YTD After Strong Q1, Outlook Raised

July 3, 2026, 3:30 PM EDT. West Pharmaceutical Services Inc. (WST) shares are up 32.9% year to date in 2026, leading the S&P 500 and the group. The stock shot higher after Q1, with revenue climbing 21% to $845 million and adjusted EPS up 47%. Growing demand for GLP-1 therapies for obesity and diabetes now makes up 10% of sales. Biologics posted 26% organic growth. New European Annex 1 sterile manufacturing rules are pushing up demand for higher-value injectables, helping margins. Management boosted full-year guidance, pointing to strong sales wins and new product uptake. WST’s rally may keep running through 2026 as obesity meds, biologics, and injectable drugs drive growth.

WST Stock Up Nearly 33% YTD: Will the Uptr…

Roche (RHHBY) reports strong Phase III data for divarasib in KRAS G12C NSCLC

July 3, 2026, 3:29 PM EDT. Roche (RHHBY) put out positive top-line data from its Phase III Krascendo 1 trial of divarasib, a next-gen oral KRAS G12C inhibitor in previously treated non-small cell lung cancer. The study pitted divarasib against Amgen’s Lumakras and Bristol Myers’ Krazati and turned up statistically significant gains for progression-free and overall survival. Safety came out in line with what was seen before and was manageable. KRAS G12C mutations turn up in about 14% of these lung cancer cases and remain tough to treat. The drug has Breakthrough Therapy Designation from the FDA since 2022 and Orphan Drug status from 2026. Roche expects to move ahead soon with submissions, looking to secure divarasib a key spot in its pipeline and go head to head with Amgen.

Roche Reports Positive Results From Head-t…

Levi Strauss (LEVI) Q2: Analysts See Sales, EPS Up; Margin Pressure Still in Focus

July 3, 2026, 3:28 PM EDT. Levi Strauss & Co (LEVI) reports fiscal Q2 earnings on July 8. Wall Street is looking for 4.8% year-over-year revenue growth to $1.52 billion and EPS up 9.1% to 24 cents. The outlook counts on omnichannel retail moves and premium brands. Regional forecasts put Americas up 4.9%, Europe ahead 5.2%, and Asia tracking 6.6% higher. Supply-chain snags, inflation, and FX could squeeze the margin, with management seeing adjusted EBIT margins in the 8-9% range. The company delivered a 21.4% average earnings surprise recently. Investors are watching to see if Levi can offset macro risks using its direct-to-consumer push.

Levi Strauss' Q2 Earnings Upcoming: What's…

Catalyst Metals ASX:CYL Jumps 13.8% After Record FY26 Gold Output, Pipeline Update

July 3, 2026, 3:27 PM EDT. Catalyst Metals ASX:CYL gained 13.8% after it posted record gold production of 104,000 ounces in FY26 from the Plutonic Gold Belt, in line with guidance. The company reported A$323 million in cash and bullion, with an undrawn A$100 million facility. Catalyst is moving forward on three new mines, including the Trident underground project, and says it wants to extend mine life past 10 years and push reserves near two million ounces. Management said its balance sheet helps ease funding worries for those projects, but flagged risks around execution, gold prices, cost control, and possible delays. Shares picked up on optimism about the pipeline, but investor views on gold pricing and mine costs remain split. The company pointed to both near-term launches and long-term sustainability as key things for investors to weigh.

Catalyst Metals (ASX:CYL) Is Up 13.8% Afte…

‘Trump Accounts’ for Kids Come With Limited Choices, Higher Risk

July 3, 2026, 3:24 PM EDT. Parents who set up a ‘Trump account’ for their children are running into significant risks. The platform rejects bonds and international stocks, leaving only U.S. equities as options. The lack of diversification means kids’ portfolios could take bigger hits if U.S. markets drop or certain sectors get hit. Some financial experts warn focusing only on U.S. stocks skips out on the perks of mixing different asset classes and international holdings.

Opening a ‘Trump account’ for your childre…

AMD Trades at 54.08 Forward P/E, Well Above Sector and Peers as Growth Picture Stays Mixed

July 3, 2026, 3:17 PM EDT. Advanced Micro Devices (AMD) is trading at a 12-month forward price-to-earnings ratio of 54.08, much higher than the Zacks Computer & Technology sector’s 23.18 average, with rivals NVIDIA at 18.9 and Broadcom at 21.57. Shares have jumped 142.2% so far this year, beating out the sector’s 14.6% rise but still trailing Intel’s 226.6% rally. Growth gets a lift from strong demand for data center chips, but the company faces weaker gaming sales, supply limits, and tough competition from NVIDIA and Intel. Consensus earnings for 2026 hold steady at $7.18 a share, which would be up 72.2% from 2025. Margins could take a hit as AI accelerators-typically lower margin-make up more of the product mix. With competition rising and mixed signals across business lines, investors may debate whether AMD’s valuation premium can last.

AMD's Valuation is Stretched at 54.08X P/E…

HydroGraph Clean Power (CSE:HG) Sinks 12% as Billions in Valuation Meet Sparse Revenue

July 3, 2026, 3:16 PM EDT. HydroGraph Clean Power Inc. shares slid 12.2% to C$4.39 on July 3, trading on heavy volume. Even with C$1.48 billion in market cap, the company has only logged US$90,800 in sales over the past year-putting its valuation at more than 11,000 times sales. HydroGraph posted a net loss of US$6.97 million for six months, again on minimal revenue. The launch of its Fractal Graphene Paste aims at concrete, coatings, and thermal management. CEO Kjirstin Breure said graphene dispersion will be key for adoption. Still, investors are wary-revenue prospects look slim for the rest of this year as the firm works to turn samples into actual sales.

HydroGraph Clean Power drops with C$1.48 b…

Air Canada TSX:AC Edges Toward 52-Week High as CEO Search Continues, Analyst Targets Linger

July 3, 2026, 3:15 PM EDT. Air Canada TSX:AC shares ticked up 0.37% to C$24.65, just below this year’s high of C$24.95. Volume was light at only 8.4% of average. The stock is now above analysts’ average target of C$23.73. MarketBeat’s consensus is “Hold”. Bloomberg named Anko van der Werff as the top CEO pick, drawing market interest before the airline’s next results. CEO Michael Rousseau will step down by the end of Q3. Management has left full-year guidance unchanged, citing turbulence in fuel prices. For Q2, Air Canada still aims for adjusted EBITDA between C$575 million and C$725 million and says capacity should stay flat. Shares have beaten the S&P/TSX Composite, which is up 0.80%, even with sparse trading and ongoing swings in fuel costs.

Air Canada (TSX:AC) bumps up against analy…

Netflix (NFLX) slides 15% in six months, but strong growth draws investor interest

July 3, 2026, 3:14 PM EDT. Netflix (NFLX) dropped 15.1% over six months to $77.63, trailing the S&P 500, which rose 8.4% as quarterly results disappointed. Still, the company posted 15.6% annual growth in global paid streaming memberships over two years and saw EPS jump at a 49.2% compound annual growth rate over three years. Free cash flow margin hit 25.4%, with improved cash generation and operations. NFLX now trades at 17.9x forward EV/EBITDA. Some investors look at the pullback as a possible entry. Deeper analysis available in full research.

Netflix (NFLX): 3 Reasons We Love This Sto…

Netflix Jumps, Adds $14.6B in Value While Nasdaq Drops Ahead of July 4

July 3, 2026, 3:13 PM EDT. Netflix NASDAQ:NFLX shares jumped 4.66% to $77.65 at the July 3 close, lifting its market cap by about $14.6 billion. The move covered nearly 90% of the stock’s gains from the last five sessions and easily beat the Nasdaq Composite, down 0.80%. The surge came after progress in Netflix’s ad-tech push, including an Omnicom Media deal for AI-powered ad targeting. The company is targeting $3 billion in ad revenue by 2026, with total revenue seen at $51.2 billion and a 31.5% operating margin. But even after this rally, the stock is still down 17.18% for the year and 40.14% from a year ago. Markets are closed on July 4 for Independence Day.

Netflix (NASDAQ:NFLX) jumps, adding $14.6B…

Cerebras NASDAQ:CBRS up 11% from IPO, revenue jumps, profit still out of reach

July 3, 2026, 3:12 PM EDT. Cerebras NASDAQ:CBRS is up 11% from its $185 IPO price, trading near $205. The AI chipmaker builds wafer-scale processors-different from Nvidia’s smaller GPUs-targeting data latency and power issues for AI customers. Cerebras signed a multi-year $20 billion deal with OpenAI, also linking up with Amazon Web Services. Core revenue climbed 76% in 2025 to $510 million, and management guided for 68%-70% revenue growth in 2026. There’s a $25 billion backlog, but margins are tighter on heavy infrastructure spending, and the company is still unprofitable. CBRS trades at 54 times expected 2025 sales, or around six times 2028 projections. Adjusted EBITDA profit is seen for 2027-2028. The stock’s mix of growth, losses, and valuation is in focus for investors now.

Cerebras Stock Is Up 11% Since Its IPO. Is…

Experts: Stable Retirement Portfolio May Help You Live Longer

July 3, 2026, 3:11 PM EDT. A secure retirement portfolio could help you live longer by reducing stress about money, according to experts. Unstable investments and market worry may hurt life expectancy. A stable mix of assets can help retirees worry less about market swings. This idea is drawing interest among those looking for both health and wealth protection.

Want to live longer in retirement? This on…

Xero and Magellan Financial Group Seen as Standouts on ASX for Strong Balance Sheets

July 3, 2026, 3:10 PM EDT. Some investors looking for defensive plays in the ASX market are watching undervalued names with healthy balance sheets. Magellan Financial Group ASX:MFG gets attention for its zero debt, about 8.1% dividend yield, and new leaders trying to rebuild trust as the firm faces fee pressure and outflows. Xero ASX:XRO, based in Wellington, brings in NZ$2.75 billion revenue, and is positioned in the expanding online accounting sector for small businesses, now leaning into AI tools. According to the High Quality Undervalued Stocks screener, both are seen as possible long-term compounders that can handle different economic cycles while staying reasonably priced.

Xero Stock And 2 Overlooked ASX Names With…

Super Micro Computer Drops 11% as Taiwan Export Probe Continues, $39B AI Orders in Focus

July 3, 2026, 3:09 PM EDT. Super Micro Computer NASDAQ:SMCI shares slid 11.1% to $27.22 on the session, putting the company’s market cap at $18.84 billion, which is less than half of the $39 billion in reported AI server orders from more than 20 customers. The move follows continued export-control investigations in Taiwan, where two staff remain detained over alleged illegal shipping of AI servers powered by NVIDIA chips. Super Micro says it is not the investigation’s target and hasn’t seen customer impact so far. The company has started a $7 billion equity raise to fund growth. Orders aren’t guaranteed and could be canceled or delayed. The drop in SMCI stands out from gains in NVIDIA and the tech sector this session.

Super Micro Computer (NASDAQ:SMCI) trades …

Nvidia Bets Big on Humanoid Robots, Touts Multitrillion-Dollar Market

July 3, 2026, 3:08 PM EDT. Nvidia CEO Jensen Huang called humanoid robots a “multitrillion-dollar economic opportunity.” The chipmaker, best known for its GPUs, says it’s going after the robotics boom by building tech for smart machines. Investors looking for a play on robotics and AI can look at Nvidia, with both sectors expected to see strong growth. Nvidia wants to stay ahead in AI-driven automation and find new markets outside standard computing.

Nvidia is betting on a trillion-dollar rob…

Guardant Health (GH) trades near fair value as Shield coverage expands

July 3, 2026, 2:56 PM EDT. Guardant Health (GH) is up more than 350% in the past three years, lifted by new insurance coverage for its Shield test and FDA clearances for Guardant360 CDx. Even after the run, a DCF analysis puts the stock’s value close to where it trades now. GH swaps at 20.6 times sales, well above other Healthcare stocks. Cash burn continues, with a free cash flow loss of $232.5 million, leaving dilution a risk. Some investors weigh the strong revenue drivers against that burn as GH sits at the top end of its valuation range.

Guardant Health (GH) Stock May Look Fully …

Meuser, Cisneros Report Buying SpaceX Shares After IPO

July 3, 2026, 2:55 PM EDT. Reps. Dan Meuser (R-Pa.) and Gil Cisneros (D-Calif.) filed disclosures showing they bought SpaceX stock just after the June 12 IPO that put a $2 trillion tag on the company. Meuser’s child purchased $15,001 to $50,000 on June 15, Cisneros put in $1,001 to $15,000 on June 18. Both sit on committees linked to SpaceX’s interests-Meuser on Financial Services, Cisneros on Armed Services, which oversees the Defense Department. The lawmakers said they followed rules and weren’t trading on inside info. These filings come as congressional activity in SpaceX stock draws more attention under the STOCK Act.

First known congressional SpaceX stock buy…

Coupang (CPNG) draws investor interest after falling 50% on breach

July 3, 2026, 2:54 PM EDT. Coupang, Inc. (CPNG) shares dropped roughly 50% from their highs after a Q4 2025 data breach tied to an employee, but revenue still climbed 8% in Q1 2026 to $8.5 billion. Developing Offerings jumped 28% and customer spending stayed steady. Management called January the likely growth trough, with trends turning up since then. By April, about 80% of the lost memberships had come back. Coupang is also pushing its Taiwan expansion, using tactics from Korea’s logistics drive. Company valuation now may reflect just the core business, without pricing in possible future gains from Developing Offerings, and bulls are eyeing targets near $21 a share. Some see a recovery story, driven by customer gains and international expansion, though risks remain.

Is Coupang, Inc. (CPNG) A Good Stock To Bu…

European Stocks Log Best Weekly Gain Since May as AI Fears Ease

July 3, 2026, 2:52 PM EDT. European shares hit a record high, finishing their best week since May as investors showed less worry over the AI trade. The Stoxx 600 added a fourth week of gains, with utility and tech stocks in front. SK Hynix and Samsung Electronics rallied in Asia, helping the region up 2%. Nasdaq 100 futures were up 1.2% in quiet U.S. holiday trade. The US dollar slipped to its lowest in two weeks. Gold kept moving higher, with traders cautious on mixed signals.

European stocks rally to cap their best we…

RBC Shares Trade Near All-Time High with ETF Moves in Focus

July 3, 2026, 2:51 PM EDT. Royal Bank of Canada (RBC) shares hovered around C$290, about 2.2% shy of the 52-week high at C$296.91. Analysts on average see a target near C$271.89, pointing to a 6.4% decline from Thursday levels. RBC has a big footprint in passive funds, making up 7.44% of the iShares Core S&P/TSX Capped Composite Index ETF and 15.26% of the Vanguard FTSE Canadian High Dividend Yield Index ETF. That level of concentration makes big moves in RBC matter more for those ETFs. So far this year, RBC is up 24.04% and has edged higher in the last five sessions. Trading was lighter as the U.S. marked Independence Day, and sector names got a lift after weaker U.S. jobs numbers cooled rate hike bets.

RBC stock near record leaves analyst targe…

Advisors Say Pay Off High-Interest Debt, Build Emergency Fund Before Loading Up 401(k)

July 3, 2026, 2:50 PM EDT. Maxing out your 401(k) is a solid target for savers, but advisors say focus on getting your employer match first, then tackle high-interest debt. Knocking out expensive debt can steady your finances sooner and cut down interest costs. They also suggest building up an emergency cash fund to avoid new debt down the line. Hitting a balance between retirement saving and handling immediate money needs is key, they say.

Before you max out your 401(k) this year, …

AtkinsRéalis Jumps C$683 Million as Turkey Looks at CANDU Nuclear Reactors

July 3, 2026, 2:33 PM EDT. AtkinsRéalis Group Inc. (TSE:ATRL) stock rose 4.81% to C$91.87, lifting its market value by around C$683 million on July 3, 2026. The move beat the S&P/TSX Composite’s 0.87% gain. Shares moved after news that Turkey started an initial review of AtkinsRéalis’s CANDU small modular nuclear reactor design. Investors reacted even though the company has yet to sign a contract. The equity increase is about 93% of what the company’s nuclear segment brought in for Q1, or C$736.6 million revenue. State-operated TUNAS is going through AtkinsRéalis’s information and is expected to issue a report this summer, which could lead to nuclear project talks. Market cap stands at C$14.88 billion, with a Q1 backlog of more than C$20 billion.

AtkinsRéalis (TSE:ATRL) gains C$680 millio…

GFL Environmental Jumps 7.6% on TSX After Talk of Take-Private; NYSE Shut for Holiday

July 3, 2026, 2:32 PM EDT. Shares of GFL Environmental Inc. climbed 7.56% to C$57.17 on the Toronto Stock Exchange TSX after reports surfaced that the waste management company is weighing a take-private deal. With the New York Stock Exchange (NYSE) closed Friday for Independence Day, price updates for GFL tracked only off the TSX. Based on TSX trading, GFL’s valuation saw a C$1 billion premium over its last NYSE price. Volume hit 938,410 shares, about 36% higher than average. CEO Patrick Dovigi wouldn’t comment on the Bloomberg article mentioning early talks. The company flagged upcoming dividend and earnings dates and pointed to its Russell 1000 and 3000 index additions, after shifting its HQ to Florida.

GFL Environmental shares trade on TSX afte…

Teradyne Stock Rallies, But Growth and Margin Risks Stand Out

July 3, 2026, 2:31 PM EDT. Teradyne shares jumped 70.4% on a strong quarter, but the story is not all positive. The company’s long-term revenue growth, at 3.4%, is behind other names in semiconductors. Analyst estimates see slower revenue growth-17.7% next year-which could mean demand is cooling. Teradyne’s free cash flow margin has dropped more than 10 points in five years, a sign of heavier capital needs. That’s with the stock now trading at 62.8 times forward earnings, which looks expensive. Despite the rally, investors might look for value somewhere else.

3 Reasons TER is Risky and 1 Stock to Buy …

Hasbro (HAS) could top Q2 2026 earnings estimates again

July 3, 2026, 2:30 PM EDT. Hasbro (HAS) has beaten earnings forecasts for two quarters now, averaging a 41.89% surprise. Last time, the company posted $1.47 per share, well ahead of the $1.12 estimate, for a 31.25% beat. Analysts bumped their estimates higher, pushing Earnings ESP up to +1.23%. The toymaker holds a Zacks Rank #2 (Buy) ahead of its July 21, 2026 report. Positive Earnings ESP and a high Zacks Rank have pointed to a 70% shot at another beat in the past.

Will Hasbro (HAS) Beat Estimates Again in …

American Electric Power (AEP) posts steady earnings beats, next results due February 13

July 3, 2026, 2:29 PM EDT. American Electric Power (AEP) has topped Wall Street earnings targets in recent quarters, beating by an average of 2.78% over the last two reports. Most recently, AEP delivered EPS of $1.85, ahead of the $1.78 estimate. Its Earnings ESP is now positive at +0.60% with the next report set for February 13, 2025. The utility carries a Zacks Rank #3 (Hold), and a positive ESP points to another possible beat. Zacks data says stocks with a positive ESP beat estimates about 70% of the time. Investors are watching earnings expectations into the release.

Will AEP (AEP) Beat Estimates Again in Its…

U.S. Bancorp (USB) seen likely to post another earnings beat in April 2025

July 3, 2026, 2:28 PM EDT. U.S. Bancorp (USB) has topped earnings estimates in the past two quarters, with beats of 0.94% and 3%. The stock is showing a positive Zacks Earnings ESP of +1.57% as it heads into its April 16, 2025 report. Analysts also give USB a Zacks Rank #3 (Hold), which points to a 70% shot at another beat. The Earnings ESP compares the latest analyst numbers against consensus, and a positive reading is seen as a sign USB could top expectations, though there is no guarantee. Estimate revisions and steady beats have kept U.S. Bancorp favored among regional banks.

Will U.S. Bancorp (USB) Beat Estimates Aga…

Stanley Black & Decker (SWK) seen topping estimates again; EPS beat last quarter

July 3, 2026, 2:27 PM EDT. Stanley Black & Decker (SWK) has outpaced earnings estimates recently, with an average surprise of 23.34% over the last two quarters. Last quarter, EPS was $1.22, ahead of the $1.03 estimate for an 18.45% upside. The company carries an Earnings ESP of +8% and a Zacks Rank #3 (Hold) with some analysts getting more bullish as the February 5, 2025 earnings date approaches. The Earnings ESP, which looks at the latest analyst estimate changes, points to another possible beat. Investors are watching Earnings ESP for clues before quarterly numbers drop.

Will Stanley Black & Decker (SWK) Beat Est…

Baker Hughes (BKR) eyes another earnings beat for Q4 2025

July 3, 2026, 2:26 PM EDT. Baker Hughes (BKR) has topped earnings estimates for the past two quarters, beating by an average of 13.01%. The latest print came in at $0.68 a share, above the $0.61 consensus-a surprise of 11.48%. Analyst revisions have turned up, with a positive Earnings ESP at +1.96%. That metric pits recent analyst numbers against consensus for a snapshot on surprises. Baker Hughes holds a Zacks Rank #3 (Hold). Stocks with that rank and a positive Earnings ESP have beaten estimates about 70% of the time. The next report lands January 25, 2026, keeping attention on the oil and gas services name.

Will Baker Hughes (BKR) Beat Estimates Aga…

Matador Resources (MTDR) Heads Into July Earnings With Bullish Estimate Revisions

July 3, 2026, 2:25 PM EDT. Matador Resources (MTDR) has beaten earnings forecasts lately, averaging a 9.77% surprise the past two quarters. Last quarter, it posted a 14.37% surprise after reporting $1.74 a share instead of the $1.99 analysts expected. Now, the Earnings ESP for Matador sits at +13.04%, showing analysts have upped their estimates going into the July 22, 2025 report. According to Zacks, companies with a positive Earnings ESP and a Rank #3 (Hold) or better top forecasts about 70% of the time. With these numbers, Matador could extend its beat streak, keeping the oil and gas sector watching.

Will Matador (MTDR) Beat Estimates Again i…

Agco (AGCO) seen likely to beat earnings estimates again next quarter

July 3, 2026, 2:24 PM EDT. Agco (AGCO) keeps beating earnings forecasts in the Zacks Manufacturing – Farm Equipment industry. The company outpaced estimates by an average of 65.47% over the last two quarters. Last time, it delivered EPS of $0.94 against a $0.44 estimate-good for a 113.64% beat. Current Zacks Earnings ESP is +7.38% and the stock holds a Zacks Rank #3 (Hold), which points to about a 70% chance of another beat. ESP tracks the gap between recent analyst calls and company consensus going into the report. Some analysts have turned more bullish on Agco, backing near-term earnings hopes.

Will Agco (AGCO) Beat Estimates Again in I…

Ameren (AEE) sees chance for another earnings beat as report nears

July 3, 2026, 2:23 PM EDT. Ameren (AEE) has topped earnings forecasts for the last two quarters, averaging 2.17% above expectations. Last quarter brought a 3.33% EPS beat. The company’s Earnings ESP is +0.22%, paired with a Zacks Rank #2 (Buy), both signs that Ameren could deliver another positive earnings surprise. Stocks with a positive Earnings ESP and a rank of #3 or higher have beaten estimates about 70% of the time, according to Zacks. Investors are watching the Earnings ESP as a signal ahead of results.

Will Ameren (AEE) Beat Estimates Again in …

Arthur J. Gallagher (AJG) seen likely to post another earnings beat

July 3, 2026, 2:22 PM EDT. Arthur J. Gallagher (AJG) has topped earnings expectations for the past two quarters, most recently posting $4.47 a share against the $4.40 consensus. That was a 1.59% beat, with the average surprise at 1.43%. AJG shows a positive Earnings ESP of +0.17%, paired with a Zacks Rank #3 (Hold) going into its next results. Stocks showing this setup outpace estimates nearly 70% of the time. That track record has analysts watching for another beat.

Why Arthur J. Gallagher (AJG) is Poised to…

Northern Trust (NTRS) Track Record Points to Another Earnings Beat

July 3, 2026, 2:21 PM EDT. Northern Trust Corporation (NTRS) has outperformed earnings estimates the past two quarters, with a 12.59% average surprise. The bank posted $2.26 per share last time, ahead of the $2.02 estimate, and before that it reported $1.96 against the $1.73 expected. That trend has lifted forecasts, as shown in a positive Zacks Earnings ESP of +1.90%. With a Zacks Rank #3 (Hold), Northern Trust is given close to a 70% shot at another beat. The next report lands April 22, 2025. Zacks Earnings ESP is a key metric for investors watching for surprise results each quarter.

Will Northern Trust (NTRS) Beat Estimates …

Alerus (ALRS) tops estimates again, earnings beat expected next quarter

July 3, 2026, 2:20 PM EDT. Alerus (ALRS) posted another earnings beat, topping consensus by an average 51.29% over the last two quarters. Last quarter, the company put up $0.89 a share against a $0.58 estimate, for a 53.45% surprise. A positive Earnings ESP of +11.26% and a Zacks Rank #2 (Buy) point to another potential beat when results land July 29, 2026. Earnings ESP tracks how analysts move estimates before earnings reports-positive numbers often mean another surprise is coming. Investors watching this stock may keep an eye on those metrics as results approach.

Will Alerus (ALRS) Beat Estimates Again in…

FirstEnergy Eyes Growth as Data Center Power Demand Surges

July 3, 2026, 2:19 PM EDT. FirstEnergy Corp. is set to benefit as fast-growing data centers, including AI-focused hyperscale sites in West Virginia, drive up electricity demand. About 1.8 GW of projects are in progress now and contracted load could reach 6 GW. FirstEnergy’s $36 billion Energize365 investment plan, covering 2026-2030, aims to keep up with these needs. Higher usage from data centers is seen pushing up regulated capital spending and earnings visibility. Utilities like American Electric Power and PPL Corporation also get a lift from AI-fueled data center growth. FirstEnergy’s per-share profit estimates for 2026 and 2027 look for gains of more than 7%. Shares change hands at a forward P/E of 17.1, above the 15.87 industry average.

Is FirstEnergy Set to Benefit From Surging…

Lenovo Group (LNVGY) up 137% YTD as demand for AI, cloud lifts outlook

July 3, 2026, 2:18 PM EDT. Lenovo Group (LNVGY) shares have jumped 137.2% year to date, outpacing Dell and HP. Growth comes as the company leans into AI infrastructure, hybrid cloud and AI-focused hardware, looking past its PC base. The AI server business claims a $21 billion pipeline, showing solid enterprise appetite. Lenovo’s forward price-to-sales sits at 0.36, well below the sector’s 8.57 average, and the stock carries a Value Score of A. The company’s reach spans regions, and recent moves like the Infinidat buyout add high-end storage to its portfolio. Lenovo’s bets on full-stack AI and new tech aim to drive more growth through the shift in IT spending.

Lenovo Group Skyrockets 137% YTD: Time to …

Dell ISG lifts AI server outlook after record Q1 revenue jump

July 3, 2026, 2:17 PM EDT. Dell Technologies’ ISG unit booked $29 billion in revenue for fiscal Q1 2027, climbing 181% from last year as AI-optimized server sales soared 757%. The AI backlog now stands at $51.3 billion. Dell hiked its AI server sales target to $60 billion for the year and says it’s adding partners like NVIDIA, Google Cloud, OpenAI, and others to build out its AI infrastructure lineup. Traditional servers and storage also rose, with Dell pointing to customers replacing aging hardware. Q2 revenue guidance came in at $44 billion to $45 billion, with full-year sales expected to reach $165 billion to $169 billion. Dell still competes with Super Micro Computer and Hewlett Packard Enterprise in AI infrastructure.

Dell's ISG Growth Reflects AI Infrastructu…

APLD Keeps Up Pace in AI Data Center Push, Leans on Debt for Growth

July 3, 2026, 2:16 PM EDT. Applied Digital (APLD) is adding to its AI data center network, now up to five campuses like Polaris Forge 1 and 2. The company brought on 75 megawatts in new capacity, but over half of its 400 megawatts leased out to CoreWeave haven’t started bringing in revenue. To keep building, APLD sold $1.59 billion in senior secured notes, raising its debt load above $2.7 billion at the end of Q3. Adjusted EBITDA came in at $44.1 million, but capital spending continues to outpace cash flow from operations, so outside funding stays important. Rivals IREN and TeraWulf are also investing in AI infrastructure, but APLD’s multi-campus model means bigger up-front costs. APLD stock has gained 34.8% this year, beating its sector, with shares priced at 12.06 times forward sales, compared to 2.81 times for peers.

Applied Digital Continues Heavy Capital Sp…

Frenkel Topping Group to be dropped from FTSE AIM All-Share after Irwell offer

July 3, 2026, 2:15 PM EDT. Frenkel Topping Group is set to be removed from the FTSE AIM All-Share Index, with deletion effective July 8, 2026, if a court signs off on the scheme of arrangement tied to Irwell Financial Services Bidco’s bid. The move comes as a result of Irwell’s takeover attempt. FTSE Russell, which runs the index, said it will handle the update and provide regular support to clients. The FTSE AIM All-Share Index tracks smaller UK companies on the Alternative Investment Market. The removal is related to changes from recent M&A action in the market.

REG – FTSE Russell

MARA Holdings Sinks 7.26% as Long Ridge Deal Moves Forward

July 3, 2026, 2:04 PM EDT. MARA Holdings NASDAQ:MARA ended Thursday at $12.40, off 7.26%. Shares are down 14.7% in four days as the market pulls back. The company reported insider tax withholding of 145,540 shares at $13.89, showing a split between the transaction price and where shares finished. MARA recently announced plans to buy Long Ridge Energy & Power for around $1.5 billion, counting $785 million in debt. With the buy, MARA aims for key assets to move ahead with a planned data center campus. Long Ridge turned in positive adjusted EBITDA in Q1, a difference from MARA’s larger EBITDA loss. U.S. markets are shut Friday for Independence Day, making Thursday the final trading day of the week.

MARA Holdings (NASDAQ:MARA) finishes week …

Kraken Robotics jumps after Covelya deal, hikes 2026 forecast

July 3, 2026, 2:03 PM EDT. Kraken Robotics Inc. (CVE:PNG) rose 4.7% to C$6.67 following the C$615 million Covelya Group acquisition. The company increased its 2026 revenue target midpoint to C$305 million, up 79% from before, and lifted adjusted EBITDA guidance to C$65-75 million. Shares sit 21.5% under the C$8.50 acquisition price. Kraken reported a 2026 order book of C$292 million, close to its forecast, but not totally locked in. The buyout was funded with C$480 million in cash, C$135 million in stock, plus a C$125 million secured loan and C$60 million revolver. Kraken now sees adjusted EBITDA margins at 22-23%, down from the previous 24-29%. CEO Greg Reid called the acquisition a move to make Kraken a global subsea intelligence player.

Kraken Robotics (CVE:PNG) lags after bumpi…

MDA Space (TSE:MDA) Gains 1.9% on TSX, While NYSE Stays Shut for Independence Day

July 3, 2026, 2:02 PM EDT. MDA Space (TSE:MDA) shares were up 1.9% at C$58.82 on the Toronto Stock Exchange while the NYSE stayed closed for the U.S. holiday. The stock’s C$1.09 move added about C$151 million to its market cap, now around C$8.21 billion. The action comes after MDA secured a new C$688 million deal from the Canadian Space Agency, making up 19% of its C$3.7 billion Q1 backlog. First quarter revenue grew 32% to C$464 million, and adjusted EBITDA hit C$91 million. The company is sticking to its 2026 outlook as it invests more in satellite tech and works on closing a US$620 million buyout of Blue Canyon from RTX Corp. TSX trading gave the only MDA price update with U.S. markets offline for the day.

MDA Space (TSE:MDA) climbs as TSX moves du…

Richard Windsor Sees Opportunity in Software Stocks After AI Names Get Hit

July 3, 2026, 2:01 PM EDT. Tech analyst Richard Windsor says the market’s recent selloff in AI stocks like NVIDIA, which dropped 12.46% in the last month, and Micron, off 19.61% last week, is about rate worries and not weaker AI demand. Windsor says chip names, which usually react fast to interest rate moves because they trade at higher multiples, have been oversold on nerves. He says software players such as Salesforce (CRM) and Adobe (ADBE) have been dumped by investors even though both are posting strong AI annual recurring revenue growth and look cheap now. For Windsor, what’s happening is a valuation shift, not a sign AI demand is slowing. He encourages investors to go beyond Microsoft when picking leading AI stocks, noting Microsoft wasn’t on his latest list.

Veteran Tech Analyst: The Market Has Wrong…

AI Plays in Chips, Cloud, and Edge: Three Names With Real Exposure

July 3, 2026, 2:00 PM EDT. Artificial intelligence (AI) is changing semis, cloud and software, even as global growth and inflation numbers stay mixed. This piece points out three AI stocks with real plays in chips, LLMs and cloud software. BrainChip Holdings ASX:BRN from Australia works on low-power neuromorphic processors for edge AI, with a focus on radar and sensor markets. Its revenue is forecast to grow 63% a year, but break-even is still nowhere in sight. Xero ASX:XRO in New Zealand sells cloud accounting with AI tools for small businesses, bringing in NZ$2.75 billion revenue and using AI for more insights. These picks capture different slices of the AI market, offering investors direct exposure to core AI tech-but each carries its own risk and growth profile.

AI Stocks To Watch With Real Exposure To C…

Ameren (AEE) Dividend Yields Steady, Offers Growth Potential

July 3, 2026, 1:57 PM EDT. Ameren (AEE) pays a 2.61% dividend yield, a shade under the electric power group’s 2.99%. The St. Louis utility’s $0.75 quarterly dividend is up 5.6% from last year and shows a five-year annualized growth rate of 7.11%. The payout ratio sits at 57%, which looks sustainable for earnings. EPS is set to climb 6.96% to $5.38 by 2026, backing up the company’s dividend growth case. High-yield names have seen pressure as interest rates rise, but Ameren’s steady earnings and a Zacks Rank #2 (Buy) make it a pick for those after reliable income and some growth.

Why Ameren (AEE) is a Great Dividend Stock…

Lamar Advertising (LAMR) Upgraded to Buy as Earnings Outlook Improves

July 3, 2026, 1:56 PM EDT. Lamar Advertising (LAMR) picked up a Zacks Rank #2 (Buy) upgrade after analysts lifted earnings estimates. The Zacks system tracks consensus EPS views from the sell side, and the latest move points to better earnings ahead for Lamar. That can lift the stock, with institutional holders watching for upward revisions to guide their positions. Lamar’s forecast fiscal year EPS sits at $8.81. Zacks ratings have a track record of tying estimate changes to share moves, and the updated Buy call puts Lamar on watch for more upside.

Lamar (LAMR) Upgraded to Buy: Here's What …

Avita Medical (RCEL) Moves to Buy as Analysts Lift Earnings Forecasts

July 3, 2026, 1:55 PM EDT. Avita Medical Inc. (RCEL) was bumped up to a Zacks Rank #2 (Buy) after analysts raised earnings estimates, pointing to a more bullish outlook. Zacks tracks EPS forecast changes to gauge near-term stock moves based on where institutional money is going. For the year ending December 2026, Avita Medical’s EPS is pegged at -$1.09, flat against last year, but the recent wave of estimate revisions has given the stock a boost. The move could bring shares higher as investors react to the improved earnings view.

Avita Medical (RCEL) Upgraded to Buy: Here…

Pelagos Insurance Capital (PLGO) jumps 7.85% in a week, outpaces sector and S&P 500

July 3, 2026, 1:54 PM EDT. Pelagos Insurance Capital (PLGO) climbed 7.85% last week and is up 25.66% for the quarter, outpacing both industry peers and the S&P 500. The stock holds a Zacks Rank #1 (Strong Buy) and a Momentum Style Score of B. Price gains with higher trading volume point to active interest. PLGO is now up 57.88% over the year, well ahead of the S&P 500’s 21.37% rise. Traders looking for momentum plays may see more potential if the trend holds.

Pelagos Insurance Capital (PLGO) is a Grea…

Belden (BDC) Gets Zacks Rank #2 (Buy) After EPS Estimate Increases

July 3, 2026, 1:53 PM EDT. Belden (BDC) moved up to a Zacks Rank #2 (Buy) after analysts raised their earnings per share (EPS) estimates. Zacks bases its ratings on changes in EPS consensus, which often push stock prices as institutions tweak their valuations. Higher EPS estimates point to better prospects for Belden and could give the shares a boost. The Zacks Rank system tracks earnings revisions and historically Zacks Rank #1 picks have returned 25% a year on average since 1988.

All You Need to Know About Belden (BDC) Ra…

Quantum Corp. (QMCO) Moved to Buy at Zacks with Earnings Outlook Up

July 3, 2026, 1:52 PM EDT. Quantum Corp. (QMCO) is now a Zacks Rank #2 (Buy) after analysts raised earnings estimates. The higher rank points to a better earnings outlook, which can drive shares. Zacks ranks stocks by changes in consensus earnings and aims to get past subjective analyst calls. Investors often react to earnings estimate changes, affecting both demand and price. The upgrade at Quantum Corp. points to possible business gains that could draw in buyers. Zacks says its method of tracking estimate changes has a strong link with short-term share moves, and top-rated stocks often deliver bigger returns.

Quantum Corp. (QMCO) Upgraded to Buy: Here…

Cincinnati Financial (CINF) jumps 8.16% in past week, leads property-casualty group

July 3, 2026, 1:51 PM EDT. Cincinnati Financial (CINF) shares jumped 8.16% for the week, beating the Zacks Insurance – Property and Casualty industry’s 6.19% rise. The stock picked up a Zacks Momentum Style Score of B and a Zacks Rank #2 (Buy). Over the last month, CINF climbed 19.53%, while the industry rose 14.37%. So far this year, the shares are up 29.24% compared to a 21.37% gain for the S&P 500. CINF’s 20-day average trading volume is at 862,138, pointing to steady interest. Momentum investing still leans positive on CINF’s recent run.

Cincinnati Financial (CINF) Is Up 8.16% in…

Amtech Systems (ASYS) Bumped to Zacks Strong Buy on Earnings Revisions

July 3, 2026, 1:50 PM EDT. Zacks has upgraded Amtech Systems (ASYS) to its top Rank #1 (Strong Buy), citing rising earnings estimates. The firm points to positive shifts in near-term EPS forecasts, which often push stocks higher. Amtech supplies equipment to solar and semiconductor makers. The company is expected to post $0.32 per share. Zacks says institutional investors tend to react to earnings moves like these, often changing their positions. The firm says stocks in this top tier have, on average, returned 25% per year in the past, showing how earnings momentum can drive gains.

Amtech (ASYS) Upgraded to Strong Buy: What…

United Fire Group (UFCS) Jumps 8.8% in a Week, Topping Industry Gains

July 3, 2026, 1:49 PM EDT. United Fire Group (UFCS) shares climbed 8.82% in the past week, beating out the Zacks Insurance – Property and Casualty industry, which added 6.19%. UFCS carries a Momentum Style Score of B and holds a Zacks Rank #1 (Strong Buy), showing strong price action and recent positive earnings estimate moves. For the past year, UFCS stock is up 91.51%, outpacing the S&P 500’s gain of 21.37%. Average 20-day volume sits at 157,423 shares, pointing to steady trading interest. The numbers back UFCS as a momentum play in property and casualty insurance.

United Fire Group (UFCS) Is Up 8.82% in On…

Liquidia (LQDA) jumps 10% on the week, outpaces medical sector

July 3, 2026, 1:48 PM EDT. Liquidia Corporation (LQDA) gained 9.99% in the past week, well ahead of the 2.71% rise for the Zacks Medical – Biomedical and Genetics group. The stock holds a Zacks Momentum Style Score of A and a Zacks Rank #1 (Strong Buy), backed by strong earnings estimate changes and short-term price gains. LQDA has climbed 95.76% in the last quarter and is up 547.5% over the last year, both sharply ahead of the S&P 500, which rose 13.88% for the quarter and 21.37% over the year. Average daily volume stands at 2.57 million shares. Momentum investors have kept buying, with LQDA showing steady outperformance versus its sector and the broader market.

Liquidia Corporation (LQDA) Is Up 9.99% in…

Ameren (AEE) gets Zacks upgrade as earnings estimates hold steady

July 3, 2026, 1:47 PM EDT. Zacks has lifted Ameren (AEE) to a #2 (Buy) rating, pointing to an upward move in EPS estimates. The rating is based on revision trends tracked by the firm’s system, with emerging signals in business prospects. Zacks and institutional traders often look to changes in earnings outlook to set valuations and make trading calls, which can drive stock moves. For Ameren, 2026 EPS estimates remain firm at $5.38, showing stable expectations. The upgrade shows some building confidence and more buyers may step in on the stronger forecast.

Ameren (AEE) Upgraded to Buy: Here's Why

Quantum Corp (QMCO) Gets Zacks Buy Upgrade as Earnings Estimates Climb

July 3, 2026, 1:46 PM EDT. Zacks raised Quantum Corp. (QMCO) to a Rank #2 (Buy) after analysts increased their earnings estimates. The Zacks model follows changes in consensus EPS forecasts, noting ties between estimate moves and share price action. Institutions tend to react to these EPS shifts, moving valuations. For fiscal 2027, the EPS estimate stays at -$0.16, flat from last year. Still, the upgrade points to more faith in Quantum’s business progress, with the stock seen as having near-term upside.

Quantum Corp. (QMCO) Upgraded to Buy: Here…

Jabil (JBL) Moves Up to Zacks Rank #1 on Strong EPS View

July 3, 2026, 1:45 PM EDT. Jabil (JBL) was bumped up to a Zacks Rank #1 (Strong Buy) as earnings estimates climb, putting the stock back in focus. Zacks Rank tracks EPS estimate changes, which tend to drive stock prices in the short term. Jabil’s projected fiscal 2025 EPS is $9.39, flat versus last year, but reflects better business trends. Institutional buyers often react to these shifts by moving their positions, which can push the stock around. For now, the upgrade marks some positive momentum at Jabil. Zacks says its #1 stocks have averaged a 25% annual return since 1988.

All You Need to Know About Jabil (JBL) Rat…

Hinge Health (HNGE) up 14% this week, ratings lift outlook

July 3, 2026, 1:44 PM EDT. Hinge Health (HNGE) is up 13.76% this week and has climbed 133.6% in the past quarter, beating both its peer group and the S&P 500. The stock carries a Zacks Momentum Style Score of B and a Zacks Rank #1 (Strong Buy), hinting at more room to run. Average trading volume is 2.38 million shares over the last 20 days. The strong move and recent earnings estimate changes have helped the stock’s momentum ratings.

Hinge Health Inc. (HNGE) is a Great Moment…

Lindblad Expeditions (LIND) climbs as momentum play, holds Zacks Rank #2

July 3, 2026, 1:43 PM EDT. Lindblad Expeditions (LIND) is showing strong price momentum, with a Momentum Style Score of A and a Zacks Rank #2 (Buy). Shares are up 14.83% over the last week and 37.85% in the last three months, beating both its Leisure and Recreation sector and the S&P 500. The stock’s 20-day average trading volume is just under a million shares, pointing to clear buyer interest. LIND’s run fits the momentum approach-riding recent price trends. The company has seen positive price action and earnings estimate revisions, which could keep attracting investors looking for growth.

Are You Looking for a Top Momentum Pick? W…

UIL Limited Picks Up 8,600 2026 ZDP Shares in UIL Finance

July 3, 2026, 1:42 PM EDT. UIL Limited bought 8,600 zero dividend preference (ZDP) shares from its subsidiary UIL Finance Ltd at 149.00p each. The shares, bought July 3, 2026, are set for redemption on October 31, 2026. With this move, UIL Limited now owns 3,463,042 of these 2026 ZDP shares, while the total amount issued stays at 25 million. ZDP shares don’t pay dividends but are redeemed later. UIL Limited is holding the shares for investment. The deal was posted on the London Stock Exchange’s RNS. Enquiries to Alastair Moreton, ICM Limited Secretary.

REG – UIL Limited UIL Finance Ltd – Purcha…

Nasdaq 100: Apple, Keurig Dr Pepper, Amgen in Focus

July 3, 2026, 1:41 PM EDT. Three Nasdaq 100 names get attention today: Apple Inc., Keurig Dr Pepper, and Amgen. Apple, at $4.34 trillion, is still huge in consumer electronics, but has hit growth issues. Keurig Dr Pepper has a $42.49 billion market cap, steady sales, and a broad drinks lineup. Amgen, valued at $191.1 billion, puts up strong revenue numbers. Apple’s forward P/E is 32.3, Keurig Dr Pepper trades at 14, so valuations differ. Investors are watching market position and balance sheets as they look at these Nasdaq 100 players.

3 Nasdaq 100 Stocks to Research Further

Constellium (CSTM) Up 56.5% YTD; Strong Segment Growth, Buyback Support Shares

July 3, 2026, 1:40 PM EDT. Constellium SE (CSTM) is up 56.5% year-to-date, topping both the industry and S&P 500. The company has seen strong demand and higher metal prices drive results. Packaging & Automotive Rolled Products revenue rose 24%, while Aerospace & Transportation shipments gained 18% in Q1 2026. Shares trade near a 52-week high despite recent stock weakness. The new $300 million buyback program comes as the company faces an 18.9% jump in cost of sales and 24.4% rise in administrative expenses. Leverage remains within target, helped by strong free cash flow. Elevated aluminum prices tied to geopolitical issues keep boosting Constellium’s domestic operations.

Constellium Up 56.5% YTD & Counting: Buy N…

Dave Inc. (DAVE) jumps after strong Q1, boosted forecast

July 3, 2026, 1:39 PM EDT. Dave Inc. (DAVE) posted strong Q1 2026 results, with revenue up 47% to $158.4 million and adjusted EBITDA climbing 57% to $69.3 million. Management credited the company’s short-duration credit model for driving the gains. Monthly Transacting Members and ARPU both rose, as AI-powered underwriting helped offset usual Q1 weakness. DAVE raised its full-year revenue, EBITDA, and EPS guidance for the eighth quarter in a row. The stock is getting support from better credit performance, removal of fee caps, and more liquidity thanks to a deal with Coastal Community Bank. DAVE, holding a Zacks Rank #1 (Strong Buy), has seen 2026 and 2027 EPS estimates move up. Shares are up 27.1% in three months, tracking ahead of the industry. There’s still some risk from regulation and credit, but the company continues to execute on growth.

5 Reasons to Add Dave Stock to Your Portfo…

Valero (VLO) Stands Out as Margins Lifted by Feedstock Flex and Renewables Push

July 3, 2026, 1:38 PM EDT. Valero Energy (VLO) is leaning on its Gulf Coast refinery network to process different feedstocks and grab better margins, even as markets swing. Cheaper energy, partly on news tied to U.S.-Iran talks, has cut feedstock prices and helped margins. The company’s push into renewables-projects like Diamond Green Diesel and Port Arthur’s sustainable aviation fuel-keeps expanding. Against Par Pacific (PARR) and PBF Energy (PBF), Valero has gained more, with shares up 85.2% in the past year. Valero trades at an 8.16X EV/EBITDA multiple, ahead of the sector’s 5.49X, a sign markets still favor its mix and renewables angle.

Valero's Refining Strength and Renewables …

FMX Edges Out MNST on Value in Soft Drinks Sector

July 3, 2026, 1:37 PM EDT. Investors looking at the soft drinks sector are weighing Fomento Economico (FMX) against Monster Beverage (MNST). FMX has a Zacks Rank #1 (Strong Buy), with earnings estimates moving up, while MNST comes in at Rank #3 (Hold). FMX’s forward P/E is 20.89 and its PEG is 0.70, both well below MNST’s P/E of 42.20 and PEG of 3.21. FMX also trades at a P/B of 2.67 against MNST’s 10.94. The Value Style Score for FMX is B, ahead of MNST’s F. FMX is looking like the top value pick here now.

FMX or MNST: Which Is the Better Value Sto…

IFS or AXP: Which Financial Stock Looks Cheaper Now?

July 3, 2026, 1:36 PM EDT. Intercorp Financial Services Inc. (IFS) and American Express (AXP) are both in focus for value investors, but they’re not priced the same. IFS gets a stronger Zacks Rank at #2 (Buy) against AXP’s #3 (Hold), pointing to more upbeat earnings estimates. On valuations, IFS trades at a forward P/E of 8.35-considerably lower than AXP’s 19.35. The PEG ratio for IFS comes in at 0.34, below AXP at 1.43, suggesting a better growth-adjusted value. Price-to-book for IFS is 1.40, while AXP sits much higher at 6.60. Zacks Style Scores hand IFS an A for Value, while AXP receives a C. Right now, anyone screening for underpriced names in financials may see more value in IFS.

IFS or AXP: Which Is the Better Value Stoc…

HFFG looks cheaper than KRYAY on Zacks value screens

July 3, 2026, 1:35 PM EDT. HF FOODS GROUP INC. (HFFG) trades at a bigger discount than Kerry Group PLC (KRYAY) on Zacks metrics. HFFG is at Zacks Rank #2 (Buy), signaling better expected earnings, while KRYAY sits at #4 (Sell). HFFG’s forward P/E comes in at 5.20 with a PEG of 0.47, both levels showing low price and possible growth, compared to KRYAY at 16.55 forward P/E and 3.02 PEG. HFFG also shows a 0.48 Price to Book ratio, much lower than KRYAY’s 2.29. Zacks gives HFFG an ‘A’ for Value and KRYAY a ‘C’, putting HFFG ahead for value-focused investors in Food – Miscellaneous.

HFFG vs. KRYAY: Which Stock Is the Better …

Daikin Industries (DKILY) shows stronger value than Madison Air Solutions (MAIR)

July 3, 2026, 1:34 PM EDT. Daikin Industries (DKILY) gets a Zacks Rank #2 (Buy), ahead of Madison Air Solutions (MAIR), which is ranked #3 (Hold) in the Electronics – Miscellaneous Products space. DKILY trades at a forward P/E of 23.80, while MAIR sits at 35.75. DKILY’s PEG is 1.71, lower than MAIR’s 2.04, factoring in expected earnings growth. The P/B at Daikin is 2.07, far below MAIR’s 130.06. DKILY also lands a B on Style Score Value; MAIR gets a D. DKILY is backed by a better earnings outlook and stronger core metrics, pointing to better value now.

DKILY or MAIR: Which Is the Better Value S…

Weatherford (WFRD) looks like the stronger value play over Archrock (AROC)

July 3, 2026, 1:33 PM EDT. Weatherford International (WFRD) is coming out ahead of Archrock Inc. (AROC) on several value metrics and Zacks ranks. WFRD has a Zacks Rank #2 (Buy), helped by positive earnings estimate moves, while AROC comes in at #3 (Hold). On valuation, WFRD’s forward P/E is at 13.54, below AROC’s 19.33. The PEG ratio stands at 0.74 for WFRD, much better than AROC’s 1.61. WFRD also trades at a lower price-to-book ratio, 3.39 to AROC’s 4.25. Zacks gives WFRD an ‘A’ in Value style, with AROC at ‘C’. All told, WFRD screens cheaper by these measures.

WFRD vs. AROC: Which Stock Is the Better V…

Life Time Group Holdings (LTH) Scores Better on Value Metrics Than Vail Resorts (MTN)

July 3, 2026, 1:32 PM EDT. Life Time Group Holdings (LTH) comes out ahead of Vail Resorts (MTN) for value-driven investors, with stronger numbers on key metrics and a higher earnings outlook. LTH holds a Zacks Rank #2 (Buy), showing its estimates are trending higher, while MTN sits at a #4 (Sell). LTH’s forward price-to-earnings (P/E) ratio is 24.47 compared to MTN’s 32.61. On a PEG basis, LTH is at 1.49 versus 13.20 for MTN, and its price-to-book (P/B) stands at 2.81 while MTN posts 5.47. For value grades, LTH comes in at B, ahead of MTN’s C. The set of stats gives LTH the edge in the leisure and recreation services sector.

LTH vs. MTN: Which Stock Should Value Inve…

VWDRY leads ETN on value metrics in manufacturing-electronics stocks

July 3, 2026, 1:31 PM EDT. Vestas Wind Systems AS (VWDRY) has a Zacks Rank #2 (Buy) and a Value grade of A, while Eaton (ETN) is rated Rank #3 (Hold) with a Value grade of D. VWDRY trades at a forward P/E of 21.81, cheaper than ETN’s 28.52. Its PEG ratio is 0.65, pointing to lower valuation on growth, versus 2.65 for ETN. VWDRY’s P/B comes in at 4.6, below ETN’s 7.22. VWDRY also has stronger earnings estimate revisions and looks more attractive for investors focused on value in the sector right now.

VWDRY or ETN: Which Is the Better Value St…

Value Names in Tech Services: VVX and P Stack Up

July 3, 2026, 1:30 PM EDT. Investors looking at value plays in Technology Services might look at V2X (VVX) and Everpure (P). Both stocks hold a #2 (Buy) rating from Zacks. VVX trades at a forward P/E of 12.03 and a PEG ratio of 0.59, pointing to low valuation on earnings and growth. P has richer multiples, with a forward P/E at 29.54 and PEG at 1.53. VVX’s price-to-book is 2.1 versus P at 16.74. That gives VVX an ‘A’ Value grade, compared to a ‘D’ for P. Earnings outlooks are improving for both, but VVX screens cheaper across several value metrics.

VVX vs. P: Which Stock Is the Better Value…

Essent Group (ESNT) or American Coastal Insurance (ACIC): Which Stock Has More Value?

July 3, 2026, 1:29 PM EDT. Property and Casualty insurance investors looking for undervalued stocks are comparing Essent Group (ESNT) with American Coastal Insurance (ACIC). ESNT holds a Zacks Rank of #2 (Buy) after positive earnings estimate changes, while ACIC ranks #5 (Strong Sell). On valuation metrics, ESNT comes in with a forward P/E of 8.94 against ACIC’s 12.08, PEG of 1.80 to ACIC’s 4.03, and a 1.07 P/B ratio compared to ACIC’s 1.69. With a Value grade of A for ESNT and C for ACIC, analysts point to ESNT as the clearer pick for value based on these numbers.

ESNT or ACIC: Which Is the Better Value St…

Tesla Drops 7.5% After Q2 Deliveries Beat Estimates

July 3, 2026, 1:28 PM EDT. Tesla shares slid 7.5% after the company reported 480,126 vehicle deliveries for Q2, topping analyst estimates. The stock move shows investors stayed cautious, with broader economic worries in play. Analysts are split on Tesla’s outlook, pointing to supply chain strength but noting inflation. The EV space remains volatile and traders are watching for more news from the company’s next earnings and production updates.

Tesla Stock Price Forecast — What Financia…

SCHB, SPTM stack up as cheap broad market ETF picks

July 3, 2026, 1:27 PM EDT. Investors looking at Schwab U.S. Broad Market ETF (SCHB) versus State Street SPDR Portfolio S&P 1500 ETF (SPTM) get two low-fee choices-both with expense ratios at 0.03%. SCHB holds 2,357 stocks, covering more names than SPTM’s 1,511. Both funds lean into tech, each with about 37% in the sector. Nvidia, Apple, and Microsoft are top positions in both. Yields come in roughly equal around 1.1%. SCHB tracks the Dow Jones U.S. Broad Stock Market Index, launched in 2009. SPTM tracks the S&P Composite 1500, trading since 2000. Both are cost-friendly for broad U.S. stock exposure.

Is One of These Broad Market ETFs Better T…

Dollar Drops on Weak Payrolls; Euro and Yen Move Higher

July 3, 2026, 1:26 PM EDT. The US dollar index slipped 0.52% to a two-week low Thursday after June jobs growth came in at 57,000, well below the 113,000 forecast, leading traders to dial back bets on tighter Fed policy. Still, the unemployment rate fell to 4.2%, hinting at steady US labor demand. WTI crude slid to a 4.25-month low, cooling inflation worries and putting more drag on the dollar. The euro jumped 0.49% to its highest level in a week and a half as Italy reported unemployment at a record 5.0%, backing up speculation that the ECB could tighten. The yen picked up close to 1% on talk of possible Japan intervention and higher 10-year JGB yields. Swaps markets are showing a 20% chance of a July Fed hike, with the ECB hike odds down at 4%.

Dollar Drops on US Job Weakness

Supreme Court backs Fed’s independence, markets welcome limit on White House powers

July 3, 2026, 1:25 PM EDT. The Supreme Court said the Federal Reserve can’t be controlled by the White House, blocking any move to fire Fed governors without cause. The ruling keeps the central bank’s independence in place, which matters for steady monetary policy and for market stability. Investors got a boost as the court drew a line against political meddling, letting the Fed keep its focus on inflation. The justices said the Fed’s independence has to be real-and look real, too. The decision hits back at efforts to swap out central bank officials for politics, helping keep inflation risks lower for stocks and aiming for longer-term growth.

Why the Supreme Court's Ruling on the Fed …

FTSE 100 Ends Up as Banks and Miners Lift Index; Weekly Gain in Place

July 3, 2026, 1:24 PM EDT. The FTSE 100 finished stronger Friday, with financial stocks and precious metals miners leading. Rising gold prices gave mining shares a boost, helping the London blue-chip index to a positive week. Investors showed more confidence in the sector, and the FTSE wrapped up a weekly gain.

London's FTSE indexes post weekly gain as …

Morgan Stanley Boosts Southwest Airlines Price Target

July 3, 2026, 1:23 PM EDT. Morgan Stanley lifted its price target for Southwest Airlines, saying the airline is set to move into the ‘Quality 3’ group of U.S. carriers. The analysts credit better financials and stronger operations for the upgrade. Morgan Stanley said the change shows faith in Southwest’s ability to grow and compete in the current airline market.

Morgan Stanley resets Southwest Airlines s…

SIRI and NFLX Stack Up as Zacks Ranks, Value Metrics Diverge

July 3, 2026, 1:12 PM EDT. Sirius XM (SIRI) comes in with a Zacks Rank #2 (Buy) and shows a forward P/E of 9.83 and a PEG ratio at 0.66. That points to a solid earnings outlook and suggests SIRI is undervalued. Netflix (NFLX) holds a Zacks Rank #3 (Hold), trading at a forward P/E of 21.58, PEG ratio of 0.99. SIRI’s price-to-book (P/B) ratio is 0.88, far under NFLX’s 10.51. SIRI also lands a Value grade of A, while NFLX rates a D. By those numbers, SIRI shows up as the cheaper stock for value investors right now.

SIRI or NFLX: Which Is the Better Value St…