Daily Financial Update Opening Recap Drifting tech and automation stocks set the tone as managers pull back on lofty robotics bets and AI hype shows signs of strain. Envestnet Asset Management and Nisa Investment Advisors trimmed stakes in Teradyne, while Morgan Stanley downgraded PROCEPT BioRobotics, even as venture capital flows into AI startups gather pace in gene editing and drug platforms. Malaysia’s auto tax overhaul swaps bespoke rebates for a stable regime, and ESA’s looming budget talks could reshape space-tech contracts for players like Viasat. What’s next: watch Teradyne and PROCEPT earnings and Brussels budget debates for fresh market catalysts. Enhanced Market Commentary Everyone’s overlooking that the same fund managers behind the robotics pullback are also skittish on AI valuations. Sure, there’s $2 billion sloshing into startups, but if VCs can’t fill new funds, that liquidity is likely to evaporate once the next clinical readout—or a disappointing automation roadmap—hits the tape. Look at it this way: the “AI lifeline” for drug discovery and the Malaysian auto tax overhaul both hinge on real-world proof, not buzz. Startups selling next-gen gene editing need clinical POCs just as much as OEMs need transparent incentives. Without tangible milestones, both stories risk turning into hype cycles that leave retail holding overpriced paper. Actionable takeaway: pivot toward names that can back promises with data—whether it’s PROCEPT demonstrating profit uplifts or EV parts suppliers showing order books under the new Malaysian regime. Anything else is playing with fire. 📈 Breaking Financial News Bitcoin (BTC) is currently stabilizing within the $116,000 to $120,000 range. However, fresh liquidity totalling $2 billion in stablecoins could help propel the flagship cryptocurrency to new all-time highs (ATHs). Bitcoin To Benefit From Fresh Liquidity Acco… newsBTC These three dividend stocks have the highest dividend yield among large-cap companies today. Barchart.com The product launch comes amid high anxiety among workers about job cuts due to AI. Semafor.com Bitcoin has begun to recover after a brief decline triggered by the latest US Consumer Price Index (CPI) data. On July 15, the asset dropped to a low of $116,000 in response to news that inflation rose to 2.7% in June, amid continued concerns over tariffs fro… newsBTC F5 CEO says point solutions to address multifaceted application delivery problems create a ‘ball of fire’ in terms of total systems management. Forbes [Urgent] Starlink Set For The Largest IPO In History? He turned PayPal from a tiny, off-the-radar startup... to a massive $64 billion giant. Then, he did it again with Tesla... which is up more than 19,500% since 2010. For perspective, that turns $100 invested into almost $20,000! And now, Elon could be set to do it for the third and final time... with what might be his biggest breakthrough yet. And for the first time ever, you have the rare chance to profit BEFORE the upcoming IPO. Learn More → 🔍 Market Analysis & Insights Envestnet Asset Management Inc. lessened its stake in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 21.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 897,056 share… ETF Daily News Envestnet Asset Management Inc. reduced its stake in shares of Invitation Home (NYSE:INVH – Free Report) by 4.0% in the first quarter, Holdings Channel reports. The firm owned 551,527 shares of the company’s stock after selling 23,276 shares during the period… ETF Daily News Medicare is proposing cuts to how much it pays doctors for many medical procedures, scans, and tests. STAT Bay Area tech giant Apple signed a huge deal to work with MP Materials and build a recycling line at its one-of-a-kind mine in the Mojave Desert. SFGate Cal-Maine Foods (NASDAQ:CALM – Get Free Report) had its price target increased by equities researchers at Stephens from $97.00 to $108.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm presently has an “equal weight” rating on th… ETF Daily News Top Secret Facility in the New Mexico Desert... Inside, scientists aren't studying weapons or viruses-they're exploring a far more alien technology that could change how wars are fought. This new technology could be unleashed as soon as July 15. Once you see it for yourself, you'll understand the urgency. Learn More → 💰 Investment Opportunities Leavell Investment Management Inc. lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 8.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional invest… ETF Daily News Remember the cycles of the mining industry. For multiple reasons, the price of extracted ore tends to fall, particularly due to competition. Thus, as a mine is operated, the metal content generally decreases, reducing its profitability until the company decid… Freerepublic.com Delta Air Lines, Inc. (NYSE:DAL – Get Free Report)’s share price gapped up prior to trading on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $50.70, but opened at $56.20. Delta Air Lines share… ETF Daily News The coated ducts market is forecasted to grow from USD 527.6 million in 2025 to USD 666.5 million by 2030, with a CAGR of 4.8%. This growth is fueled by the increasing demand for cleanroom environments in semiconductor manufacturing, which requires low partic… GlobeNewswire Fidelity Wise Origin Bitcoin Fund (NYSEARCA:FBTC – Get Free Report)’s stock price gapped up before the market opened on Friday. The stock had previously closed at $99.04, but opened at $102.75. Fidelity Wise Origin Bitcoin Fund shares last traded at $102.87,… ETF Daily News Trump’s Spending Bill Passed: Four “Golden Anomaly” Stocks Will Soar Trump’s “Big Beautiful Bill” passed the Senate. That means the US is on track for $60 trillion in debt by 2035 – by the government’s own calculation. Gold is already up more than 50% since 2024. What do you think will happen as purchasing power continues to disappear? Go here to learn about the top four miners with 100X potential selling at discounts as deep as 90% Learn More → |