Market Overview - The main U.S. equity indexes experienced modest gains, with the Dow Jones Industrial Average increasing by 1.1% to 45,010, the S&P 500 rising by 0.8% to 6,358, and the Nasdaq Composite up by 0.6% to 21,020 [7][8] - The upcoming Federal Reserve meeting is set for July 29-30, during which the latest policy statement will be released [6] Housing Market - The National Association of Realtors reported a decline in housing sales as home prices reached record highs in June, indicating affordability challenges [5] - President Trump criticized Fed Chair Jerome Powell for the slow housing market, attributing it to the refusal to lower interest rates [2] Treasury Yields - The yield on the 10-year U.S. Treasury note increased to 4.388% from 4.336%, while the 2-year note rose to 3.886% from 3.831% [6][7] - The 30-year yield approached the significant 5% level, rising to 4.944% from 4.903% [7] Company Highlights - GE Vernova (GEV) stock surged by 14.6% after reporting second-quarter earnings that exceeded expectations and raising its full-year guidance [10] - Analyst Julien Dumoulin-Smith raised the 12-month target price for GEV from $427 to $565, despite previous concerns about valuation [10] - Among analysts tracked by S&P Global Market Intelligence, 24 rate GEV a Buy, 8 a Hold, and 1 a Sell, with an average 12-month target price of $511.75 [11] Automotive Sector - Japanese automakers Honda Motor (HMC) and Toyota Motor (TM) saw significant gains of 13.1% and 13.7%, respectively, following a tariff deal announced by President Trump [12] - Domestic automakers also benefited, with GM stating it would not raise prices to offset tariff impacts [13] Nuclear Energy Investment - Oklo (OKLO) stock rose by 9.3% after announcing a partnership with Vertiv Holdings (VRT) to develop power and cooling systems for AI data centers [14] - Oklo is focused on developing advanced fission power plants to provide clean energy at scale [15]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided is not a recommendation or advice for any financial actions [1] - The website may feature advertisements and promotional content, with potential compensation from third parties [1] Group 2 - The article warns about the complexities and high risks associated with cryptocurrencies and contracts for difference (CFDs) [1] - It encourages investors to understand the instruments they are dealing with and the associated risks before investing [1] - The information may not be real-time or accurate, and prices could be provided by market makers rather than exchanges [1]

Core Viewpoint - Dow Inc. (DOW) is expected to report second-quarter 2025 results on July 24, with anticipated challenges from weak demand and pricing pressures despite productivity initiatives [1][6]. Revenue Estimates - The Zacks Consensus Estimate for DOW's revenues in the upcoming quarter is $10,445.6 million, indicating a year-over-year decline of 4.6% [4]. - Revenue estimates for specific segments include: - Packaging & Specialty Plastics: $5,197.9 million, a decline of 5.8% year over year [4]. - Industrial Intermediates & Infrastructure: $2,884.6 million, a decline of 2.3% year over year [4]. - Performance Materials & Coatings: $2,142.1 million, a decline of 4.5% year over year [7]. Factors Affecting Performance - DOW is facing headwinds from soft demand in Europe and China, with lower consumer spending and weak construction and manufacturing activities impacting performance [8][9]. - Inflationary pressures are affecting demand in consumer durables and construction, while automotive demand in Europe is also weak [9]. - The Performance Materials & Coatings segment is challenged by weak siloxane prices due to increased supply in Asia, particularly from China [10]. Cost-Saving Initiatives - DOW is implementing cost-saving measures aimed at reducing direct and labor costs, targeting $1 billion in savings to improve margins [11]. - The company expects to realize around $300 million in benefits from these actions in 2025, with full benefits anticipated by 2026 [11]. Earnings Prediction - The Earnings ESP for DOW is -53.04%, indicating a low likelihood of an earnings beat this quarter, with a consensus estimate of a loss of 8 cents [12][13]. - DOW currently holds a Zacks Rank of 5 (Strong Sell) [13].

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FX Empire Logo English check-icon Italiano Español Português Deutsch العربية Français Important DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial ...

Core Viewpoint - S&P Dow Jones Indices has announced a definitive agreement to acquire ARC Research, enhancing its capabilities in the private wealth market through access to extensive investment performance data and benchmarking solutions [1][3]. Group 1: Acquisition Details - The acquisition will allow S&P DJI to provide innovative benchmarks and data solutions tailored to wealth managers, private banks, and financial advisers [3]. - ARC Research holds the world's largest proprietary dataset of over 500,000 private client portfolios, collected over more than two decades [2]. - The transaction is expected to close in the third quarter of 2025, pending customary closing conditions and regulatory approvals [5]. Group 2: Strategic Importance - The acquisition is seen as a significant step in S&P DJI's commitment to meet the evolving needs of the wealth management industry [4]. - ARC Research is recognized for its high-integrity data and trusted benchmarks, which are essential for assessing and comparing portfolio performance [3][4]. - The integration of ARC Research's expertise is expected to enhance transparency and benchmarking across wealth portfolios, aiding clients in making informed decisions [4].

Group 1: Market Overview - The Dow Jones Industrial Average is up nearly 5% in 2025, with many components rising by 20% to 30% [1] - Some stocks within the index have significantly declined, presenting potential bargain opportunities for investors [1] Group 2: Salesforce Performance - Salesforce has experienced a nearly 25% decline in stock value in 2025, marking a shift from its previous double-digit growth rates [2] - The company anticipates only 7% to 8% revenue growth for the fiscal year, its first single-digit growth rate in years, raising concerns about its future performance [2] - Analysts suggest that Salesforce may be a mature business in a mature market, with high expectations potentially leading to disappointment [2] Group 3: UnitedHealth Group Situation - UnitedHealth Group's stock has dropped approximately 40% in value, primarily over the last 90 days [4] - Earnings forecasts have been significantly reduced due to increased costs and claims, alongside an investigation by the U.S. Department of Justice for overbilling [4] - The departure of the company's CEO in May coincided with changes in earnings projections by Wall Street analysts [4] Group 4: Investment Considerations for UnitedHealth - UnitedHealth's stock is currently valued at 12.2 times earnings, which may appear attractive to investors [5] - Investors are advised to consider the complexities surrounding the company before making investment decisions [5]

Company Performance - 3M Company reported second-quarter 2025 results with GAAP sales of $6.3 billion, reflecting a year-over-year increase of 1.4% and adjusted sales of $6.2 billion, which beat the consensus estimate of $6.09 billion [2] - Adjusted earnings per share rose 12% year over year to $2.16, surpassing the Street estimate of $2.01 [2] Future Guidance - 3M raised its 2025 Adjusted EPS guidance to a range of $7.75-$8.00 from a prior range of $7.60-$7.90, compared to the consensus of $7.68 [3] - The company expects 2025 adjusted sales organic growth of approximately 2%, with operating cash flow projected between $5.1 billion and $5.5 billion, indicating over 100% free cash flow conversion [3] Stock Movements - Telomir Pharmaceuticals, Inc. saw its shares increase by 81% to $2.19 following the announcement of gene silencing data [8] - MEI Pharma, Inc. shares surged 33% to $5.99 after announcing a $100 million private placement [8] - Blaize Holdings, Inc. shares rose 45% to $4.39 after a $120 million agreement for deploying its hybrid AI platform [8] - LQR House Inc. shares dropped 65% to $2.29 due to plans to integrate cryptocurrency and blockchain technology [8] - Northern Dynasty Minerals Ltd. shares fell 48% to $0.8398 after insider trading disclosures [8] - Draganfly Inc. shares decreased by 23% to $5.55 following a $25 million registered direct offering [8]

Core Insights - 3M Co reported an adjusted second-quarter earnings of $2.16 per share on revenue of $6.34 billion, exceeding estimates of $2.01 and $6.12 billion respectively [1] - Despite an initial surge to a three-year high of $164.15, the stock quickly declined due to investor concerns over the impact of tariffs on the company [1] Stock Performance - Year-to-date, 3M shares are up 19%, and have increased 26% from their April lows, supported by the ascending 260-day moving average [2] - Post-earnings, options trading has surged with 13,000 calls and 9,932 puts exchanged, which is six times the average daily volume [2] - The most popular options are the July 155 put and 160 calls, with new positions being opened at the former [2] Trading Sentiment - Short-term traders are showing a call bias, indicated by a Schaeffer's put/call open interest ratio (SOIR) of 0.45, which is in the 20th percentile of the past 12 months [3]