Core Insights - ON Semiconductor is currently in the 17th phase of its 18-phase Adhishthana Cycle, indicating a potential lack of a major high in the near future [1] - The monthly chart shows ON in Phase 7, with a significant decline pausing just above the Nirvana level, suggesting a key support zone [10] Weekly Chart Analysis - The Guna Triads in phases 14, 15, and 16 are critical for determining the potential for achieving Nirvana, but ON shows no clear signs of a bullish move [4][5] - The absence of a bullish structure indicates that Phase 18, starting August 25, 2025, is unlikely to deliver a euphoric top [5] Monthly Chart Analysis - ON is in Phase 7, marked by a decline characterized by three strong red bars followed by sideways movement and additional red bars [8][9] - The decline halted at $31.04, just above the Nirvana level of $27.23, indicating a gravitational support level during downturns [9] Conclusion and Recommendations - The weekly chart suggests ON is unlikely to reach a new major high, while the monthly chart indicates a more optimistic outlook due to the stock's alignment with key support levels [10] - Existing investors can hold, as the long-term structure remains intact, while new entrants may consider waiting until the completion of Phase 18 to avoid stagnation [11]

Group 1: Rocket Lab - Rocket Lab joined the Russell 1000 index, indicating a significant increase in market capitalization [2] - Keybanc analyst Michael Leshock maintained an Overweight rating on Rocket Lab stock and raised the price target from $29 to $40 [2] Group 2: NASA and Netflix Partnership - NASA and Netflix announced a partnership to stream NASA+ live programming, aiming to inspire future generations [3] - The partnership will introduce new programming, aligning with NASA's mission to share its story of space exploration [3] Group 3: Planet Labs - Planet Labs shares surged after securing major contracts with global defense and intelligence agencies, including a €240 million contract from Germany [4] - The U.S. Defense Innovation Unit expanded its contract with Planet Labs for AI-driven alerts for the Indo-Pacific Command [5] - Planet Labs also secured a seven-figure expansion with the U.S. Navy and a separate seven-figure deal with NATO for monitoring [5] - Planet Labs stock is up more than 60% year-to-date [5]

Group 1 - The Bank of New York Mellon Corporation (BK) is set to release its second-quarter earnings results on July 15, with analysts expecting earnings of $1.75 per share, an increase from $1.51 per share in the same period last year [1] - The projected quarterly revenue for BNY Mellon is $4.81 billion, compared to $4.6 billion a year earlier [1] - On July 1, BNY Mellon announced a 13% increase in its quarterly common stock dividend to 53 cents per share [2] Group 2 - Evercore ISI Group analyst Glenn Schorr maintained an In-Line rating and raised the price target from $88 to $90 [4] - Morgan Stanley analyst Betsy Graseck maintained an Overweight rating and increased the price target from $94 to $95 [4] - Truist Securities analyst David Smith downgraded the stock from Buy to Hold while raising the price target from $87 to $97 [4] - Citigroup analyst Keith Horowitz maintained a Neutral rating and increased the price target from $82 to $85 [4] - RBC Capital analyst Gerard Cassidy reiterated a Sector Perform rating with a price target of $90 [4]

Core Insights - Cogent Biosciences, Inc.'s bezuclastinib demonstrated significant clinical benefits for patients with non-advanced systemic mastocytosis, supporting plans for FDA approval by the end of 2025 [1][4] Group 1: Clinical Trial Results - The SUMMIT trial achieved its primary endpoint with a statistically significant mean change in total symptom score (TSS) at 24 weeks, showing a mean reduction of 24.3 points in the bezuclastinib arm compared to 15.4 points in the placebo arm, resulting in a placebo-adjusted improvement of 8.91 points [5] - Statistically significant benefits were observed across all key secondary endpoints, including a reduction in serum tryptase, where 87.4% of bezuclastinib-treated patients had a ≥50% reduction compared to none in the control arm [6] Group 2: Future Plans and Financials - Cogent plans to submit its first new drug application (NDA) for bezuclastinib in NonAdvSM by the end of 2025 and will present detailed results from the SUMMIT trial at a medical meeting later this year [4][6] - The company is also on track to provide topline results from the PEAK and APEX trials in the second half of 2025, with a cash balance of $237 million and access to an additional $350 million through a debt facility [7] Group 3: Market Reaction - Following the positive trial results, COGT stock rose by 15.7% to $8.77 during the premarket session [8]

Tesla is swimming in contradiction. On the one hand, it’s a $1 trillion behemoth, rivaling the economy of an entire small nation. On the other hand, investors are jittery: shares are down about 17 % year-to-date, and profits and deliveries have just hit multi-quarter lows.The culprit? CEO Elon Musk's escalating political ambitions—and a glaring lack of an alternative CEO.Read Also: Elon Musk’s America Party Plans ‘Conflict’ With His Full-Time Responsibilities As Tesla CEO, Says Former DOGE AdvisorMusk's Ame ...

Group 1 - U.S. stock futures showed mixed results, with Dow futures up approximately 0.1% [1] - Tesla, Inc. shares fell sharply by 6.4% to $295.32 in pre-market trading due to CEO Elon Musk's political re-entry and the impact of the "Big, Beautiful Bill" [1][2] - The "Big, Beautiful Bill" has eliminated the $7500 EV credit and rendered Zero Emission Vehicle credits obsolete, significantly affecting Tesla's revenue [1] Group 2 - Bitmine Immersion Technologies, Inc. shares dropped 19.3% to $110.00 in pre-market trading after a previous surge of over 130% following a $250 million private placement announcement [4] - Quantum-Si incorporated saw a decline of 10.3% to $1.92 after announcing a $50 million registered direct offering of common stock [4] - Other companies like Webull Corporation, Scage Future, SK Telecom, Aebi Schmidt Holding AG, and GDS Holdings Limited also experienced declines in pre-market trading, with percentage drops ranging from 5.8% to 9.5% [4]

Core Viewpoint - Conagra Brands, Inc. is set to report its fourth-quarter earnings on July 10, with a focus on maintaining profitability amid declining revenue forecasts and market dynamics, while offering an attractive dividend yield for investors [1] Financial Performance - Analysts predict Conagra Brands will report quarterly earnings of 61 cents per share, consistent with the previous year, and quarterly revenue of $2.88 billion, down from $2.91 billion a year earlier [2] - Morgan Stanley analyst Megan Alexander has maintained an Equal Weight rating on Conagra Brands and reduced the price target from $27 to $22 [2] Dividend Insights - Conagra Brands currently offers an annual dividend yield of 6.67%, translating to a quarterly dividend of 35 cents per share, or $1.40 annually [3] - To achieve a monthly income of $500 from dividends, an investment of approximately $89,963 or around 4,286 shares is required, while a more modest goal of $100 per month would need about $17,988 or 857 shares [3][4] Stock Price and Yield Dynamics - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in stock price and dividend payments [4][5] - Conagra Brands' shares fell 0.7% to close at $20.99 recently, indicating potential impacts on the dividend yield [6]

Core Viewpoint - Ford's CEO Jim Farley challenges Tesla's approach to autonomy, emphasizing the superiority of lidar-based systems like Waymo's over Tesla's camera-only model, highlighting concerns about consumer trust and safety [1][2] Group 1: Tesla's Valuation - Tesla is currently valued as if it has already achieved full autonomy, with a market cap of $1.02 trillion, a forward P/E of 163.9x, and an EV/EBITDA of 72.9x [3] - In comparison, Alphabet (Waymo's parent) has a market cap of $2.17 trillion, a forward P/E of 19.1x, and an EV/EBITDA of 14.0x, while Ford's market cap stands at $50 billion with a forward P/E of 6.7x and an EV/EBITDA of 10.3x [3] - Tesla's forward P/E is nearly 9 times that of Alphabet and over 24 times that of Ford, despite the negligible revenue impact from autonomy [3] Group 2: Industry Perspectives - Ford has shifted its focus away from pursuing Level 4 autonomy, opting instead for "eyes-off" highway driving, indicating a more pragmatic approach to autonomous vehicle technology [2][4] - The reluctance of legacy automakers like Ford to fully embrace autonomy suggests that the anticipated robotaxi future may be further away than the market currently believes [4] Group 3: Alphabet's Position - Alphabet's Waymo is positioned as a more grounded investment opportunity, logging over 250,000 paid rides weekly and operating commercially without the pricing risks associated with Tesla [5] - Alphabet's core business is trading at less than 20 times forward earnings, making it a potentially undervalued player in the autonomous vehicle space [5]

As Americans set off fireworks for the Fourth, Nvidia Corp NVDA CEO Jensen Huang might need a bigger sparkler. The stock just closed at $159.34 on Thursday, less than 3% shy of the historic $4 trillion market cap milestone. If it hits $164, it'll become the first chipmaker — and only the second U.S. company after Microsoft Corp MSFT – to touch that number. That's not just bullish momentum. That's a whole new orbit.The Fundamental SetupAfter a brief tariff tantrum over AI chip restrictions to China, Nvidia d ...

Core Viewpoint - Former hedge fund manager Martin Shkreli has warned of a potential 90% drop in shares of Inmune Bio Inc., a biotech startup focused on using the immune system to combat cancers, following a recent surge in its stock price [1][2]. Group 1: Stock Performance and Predictions - Shkreli predicts that Inmune Bio's stock could fall to $0.50, representing a 90.61% decline from its closing price of $5.33 on the previous Friday [2]. - The company's shares had recently surged by 44% due to investor enthusiasm surrounding its neuroinflammation candidate, XPro1595, which targets Alzheimer's disease and other central nervous system disorders [2]. Group 2: Critique of Inmune Bio - Shkreli has expressed concerns regarding the lack of robust Phase 1 trial data and the absence of peer-reviewed publications supporting the efficacy of the candidate [4]. - He criticized the study design for not including a placebo arm, which complicates the assessment of whether observed improvements are due to the drug or a placebo effect [4]. - BMF Reports, an activist short-seller, has echoed Shkreli's concerns, highlighting flawed science, questionable trial designs, and accounting improprieties, including payments to "ghost consultants" [5]. Group 3: Market Reaction - Following Shkreli's warning, Inmune Bio's shares fell by 15.13% on Friday and continued to decline by 16.32% in after-hours trading [7].