Daily Financial Update
Good morning – it’s Thursday, July 24, 2025. Here’s why today matters before the bell:
Market Pulse: Overseas markets drifted as traders parsed fresh AI hype while U.S. futures edged higher ahead of today’s open. No one’s shouting “sell,” but traders are primed to run, not stroll.
Key Movers: Alphabet stunned with another earnings beat and a jaw-dropping AI and cloud budget increase, while T-Mobile crushed its customer acquisition targets, outpacing Verizon and AT&T combined.
Macro & Politics: Skydance told the FCC it’s ditching all Paramount DEI mandates to grease its merger path—proof that policy gets yanked when big money demands it.
What’s Next: Eyes on Fed speakers testing rate-cut waters, mid-year biotech pipeline updates, and any FCC chatter on merger conditions.
Market Commentary
Everyone’s missing the risk that Alphabet’s massive AI spending might stretch ROI beyond the patience of institutional investors, as Mutual of America Capital Management LLC trimmed its Triumph Group position by 3.8% (ETF Daily News). That’s a stark contrast to the bullish gap-up in PulteGroup shares after better-than-expected earnings (ETF Daily News), suggesting selective optimism. The market’s hyped on AI but it’s all profit promise and no delivery yet—don’t be fooled into chasing momentum. AI hype can turn into a tough pill if R&D spends don’t pay off.
In “Spy cockroaches and AI robots: Germany plots the future of warfare” (The Star Online), Berlin’s defense push is racing ahead, but nobody’s connecting that to the rare earth juggernaut chronicled in “How China came to rule the world of rare earth elements” (NPR). Autonomous bug-bots are cool, but they’re fueled by materials Beijing dominates—diluting Western advantage before it even materializes. That’s a recipe for overhyped tech without supply security, a mistake few seem willing to call out.
Time to put that into practice: sift through the semiconductor fallout after Bank of New York Mellon Corp’s 5.8% exit from Ultra Clean Holdings (ETF Daily News), then spot the potential in Deleum Berhad’s impressive metrics (Yahoo Entertainment). Circle your calendar for Northern Oil and Gas’s Q2 release on July 31 (ETF Daily News), and don’t sleep on Ethereum’s push to reclaim $3,800 despite past rejection (newsBTC). Action beats analysis when the top is creeping in sight—make your move now.
📈 Breaking Financial News
Mutual of America Capital Management LLC Reduces Stake in Triumph Group, Inc. (NYSE:TGI)
Mutual of America Capital Management LLC lowered its position in Triumph Group, Inc. (NYSE:TGI – Free Report) by 3.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 11,273 shares of the aerospace company’s stock after…
PulteGroup (NYSE:PHM) Shares Gap Up After Better-Than-Expected Earnings
PulteGroup, Inc. (NYSE:PHM – Get Free Report) shares gapped up before the market opened on Tuesday after the company announced better than expected quarterly earnings. The stock had previously closed at $108.65, but opened at $117.73…
Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp lowered its position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT – Free Report) by 5.8% in the first quarter, Holdings Channel reports. The institutional investor owned 280,388 shares of the semiconductor company’s stock…
XRP tanks 10% but ATH comeback is still in play: Bitpanda exec
Bitpanda deputy CEO Lukas Enzersdorfer-Konrad told Cointelegraph on Tuesday that XRP has room for further upside, but it hinges on the altcoin rally continuing.
Under The Bonnet, Deleum Berhad's (KLSE:DELEUM) Returns Look Impressive
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want…
This Tiny AI stock is the “trade of the year”
Huge AI Opportunity: This tiny AI stock could make you 75X richer in 2025!
🔍 Market Analysis & Insights
STI pushes up, mirroring regional indexes, on US deals with trading partners
Across the broader market, advancers outnumber decliners 427 to 164. Read more at straitstimes.com. Read more at straitstimes.com.
How China came to rule the world of rare earth elements – NPR
The U.S. once controlled the market on rare earth elements, sought after for a range of technologies. But in the last few decades, China has cornered that market and surpassed the U.S.
Spy cockroaches and AI robots: Germany plots the future of warfare
Government more supportive of defence startups, with the creation of a fast track to bypass procurement red tape, sources say. Read full story
Global Software-Defined Vehicles (SDVs) Market Report 2026-2036 | SDV Market Forecast – $470 Billion in 2026 to $1.19 Trillion in 2036
The global SDV market is rapidly transforming the automotive industry, shifting from static to dynamic, software-centric vehicles. This market is poised to grow from $470 billion in 2026 to $1.19 trillion by 2036, with a CAGR of 7%, surpassing traditional aut…
Cerity Partners LLC Sells 32,160 Shares of Schneider National, Inc. (NYSE:SNDR)
Cerity Partners LLC reduced its position in Schneider National, Inc. (NYSE:SNDR – Free Report) by 47.0% during the first quarter, HoldingsChannel reports. The firm owned 36,289 shares of the company’s stock after selling 32,160 shares during the period…
You WILL buy these four miners [now or when the herd panics]
BREAKING: The Senate just passed Trump’s “Big Beautiful Bill” – which guarantees the US will add another $10 trillion to its already massive debt pile. The means big beautiful gains are coming to the best gold miners – because gold runs higher and longer in times of out of control monetary inflation. Go here to learn about the four “Golden Anomaly” miners selling at discounts up to 90% below the value of their gold in the ground
💰 Investment Opportunities
Northern Oil and Gas (NOG) to Release Quarterly Earnings on Thursday
Northern Oil and Gas (NYSE:NOG – Get Free Report) is projected to announce its Q2 2025 earnings results after the market closes on Thursday, July 31st. Analysts expect the company to announce earnings of $0.92 per share and revenue of $555.54 million for the…
Ethereum Ready For $3,800 Reclaim Despite Rejection – Third Time’s The Charm?
Ethereum (ETH) is attempting to reclaim its most critical resistance after registering a nearly 70% rally in the past month. Some crypto analysts suggest that the King of Altcoins is preparing to aim for new highs, but warned a potential pullback might come f…
Rogers Sugar Inc.: Conference Call – 3rd Quarter 2025 Results
MONTREAL, July 22, 2025 (GLOBE NEWSWIRE) — Rogers Sugar Inc. (RSI) will be holding a conference call to discuss their 2025 third quarter results on Tuesday, August 12, 2025, at 8:00 a.m. (Eastern Time).
Cohu (COHU) Projected to Post Quarterly Earnings on Thursday
Cohu (NASDAQ:COHU – Get Free Report) is anticipated to release its Q2 2025 earnings data after the market closes on Thursday, July 31st. Analysts expect the company to announce earnings of ($0.02) per share and revenue of $106.00 million for the quarter. Cohu…
Can Bitcoin Hold Above $120K? Bulls and Bears Are Split
Can BTC bulls close out the week in the green? The odds on the Myriad prediction market are nearly dead even.
Trump Announcement Could Make Early Investors a Fortune
Trump just spoke at the Bitcoin Conference in Nashville, Tennessee. There, he shared that if he wins, he'll turn the USA into the “Crypto Capital of the World”.
