Opening Recap
Market Pulse: Markets drifted into a calm midday as big tech paused and dividend names held firm, reflecting a yield-hunting mood rather than outright risk-on.
Key Movers: Metallurgical Corp. of China’s shares gapped higher on a fresh dividend announcement, and Zomato’s parent Eternal rallied 15% on quick-commerce momentum—plus Solana bulls eye a new $220–$250 zone amid renewed crypto strength.
Macro & Politics: Taiwan unveiled its Ten Major AI Infrastructure Projects to target T$15 trillion in economic value by 2040, underscoring a state-led push that could reshape tech supply chains.
What’s Next: Keep an eye on Ethereum shorts risk as $331 million comes under pressure, which may test crypto’s resilience before month-end.
Market Commentary
Everyone’s fixated on headline-grabbing moves like the jump in Metallurgical Corp.’s dividend announcement (ETF Daily News) or Zomato’s parent sprinting 15% (BusinessLine), but they’re missing the undercurrent of liquidity shifts coming from institutional rotations. The Arizona State Retirement System’s new position in Loar Holdings Inc. (ETF Daily News) and BC Asia Investments likely offloading 3.7% of 360 One WAM (The Times of India) signal that big pools of capital are getting itchy—and that can flip a sleepy dividend play into a violent repricing in a heartbeat.
Then there’s the AI arms race. Taiwan’s Ten Major AI Infrastructure Projects (CNA) and OpenAI’s $30 billion deal with Oracle (TechCrunch) look like unrelated headlines, but they’re two sides of the same coin: governments and hyperscalers are racing to lock down next-gen tech. If you think you can pick winners by isolating one side, you’ll get burned when supply-chain bottlenecks meet enterprise demand.
Act now by vetting your portfolio for companies with clean dividend coverage and genuine cash-flow growth—don’t chase juicy yields alone. At the same time, scout those AI infrastructure bets that boast sustainable moats, whether it’s Taiwan’s state-backed campuses or enterprise deals that move needles in silicon valleys worldwide.
📈 Breaking Financial News
Metallurgical Corp. of China (OTCMKTS:MLLUY) Shares Gap Up After Dividend Announcement
Metallurgical Corp. of China Ltd. (OTCMKTS:MLLUY – Get Free Report)’s share price gapped up prior to trading on Monday after the company announced a dividend. The stock had previously closed at $3.82, but opened at $4.02. Metallurgical Corp. of China shares l…
Zomato’s parent company Eternal jumps 15% on quick-commerce strength
Eternal's food delivery business, Zomato, is its profitable arm and has historically contributed the larger share of revenue, but Blinkit is closing the gap fast
Taiwan plans AI projects to boost economy by $510 billion
TAIPEI :Taiwan plans to launch its “Ten Major AI Infrastructure Projects” initiative, aimed at generating more than T$15 trillion ($510 billion) in economic value by 2040 as it strives to become a global leader in artificial intelligence.Premier Cho Jung-tai …
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages PepGen Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – PEPG
NEW YORK, July 21, 2025 (GLOBE NEWSWIRE) — WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of PepGen Inc. (NASDAQ: PEPG) between March 7, 2024 and March 3, 2025, both dates inclusive (the “Class Period”), of the impor…
agno-cli added to PyPI
Enhanced Agno CLI – Multi-Agent Terminal Assistant with Advanced Reasoning and Tool Integration
Please read this now. Urgent opportunity.
Larry Benedict says it's “the most consistently profitable method he's ever seen”… He calls it “Bitcoin Skimming”… It doesn't involve buying or selling Bitcoin at all. You don't need to invest a single penny in any cryptocurrency.
🔍 Market Analysis & Insights
Solana (SOL) Smashes $200, Bulls Now Target $220–$250 Zone
Solana started a fresh increase above the $185 zone. SOL price is now correcting gains and might find bids near the $195 support zone SOL price started a fresh upward move above the $185 and $192 levels against the US Dollar. The price is now trading above $1…
Top sectors to watch in 2025 amid global uncertainty: Expert insights for Indian investors
Diverging inflation trends see developed markets facing rising prices due to tariffs, while emerging markets experience deflation from cost-effective US goods and stronger currencies. Geopolitical risks favor domestically linked sectors like defense and metal…
$331M In Shorts At Risk As Ethereum Targets Key Supply Level
Ethereum is showing renewed strength after a sharp rally of over 50% in less than a week, pushing prices firmly above the $3,700 level. The move signals clear bullish control, with ETH reclaiming critical territory and holding steady near recent highs. The ra…
Kohl’s moon mission? Stock jumps 25% as Reddit hype triggers massive rally
Kohl’s stock (NYSE: KSS) soared as much as 117% on Tuesday, triggering multiple volatility halts and peaking at an intraday high of $21.23 before paring gains to settle around $13.62—still up over 30% on the day. Trading volume exploded to more than 100 milli…
360 One WAM shares in focus as BC Asia Investments likely to offload 3.7% stake via block deal
360 One WAM shares will be in focus as BC Asia Investments plans to sell a 3.7% stake via a Rs 1,740-crore block deal at a discount. Post-sale, a 120-day lock-up applies. J.P. Morgan is managing the deal.
Is the White House Sabotaging the Dollar?
Experts are warning that a new trade policy, dubbed the “Mar-a-Lago Accord,” could send the dollar into a tailspin. Are you prepared for the fallout? Millionaire trader Tim Sykes reveals a “weekend loophole” that could protect your wealth and even generate profits while the market is closed. Discover the Strategy
💰 Investment Opportunities
OpenAI agreed to pay Oracle $30B a year for data center services – TechCrunch
OpenAI was the customer that signed the huge deal that Oracle disclosed last month.
Bitcoin’s SOPR Metric For Long-Term Holders Climbs To Record Highs In 2025 – What This Means
As bullish macroeconomic conditions and market sentiment persist, Bitcoin saw a remarkable reaction to these positive developments, leading to a surge to new heights. In the meantime, BTC’s powerful rally to a new all-time high has flipped several key on-chai…
Arizona State Retirement System Makes New $378,000 Investment in Loar Holdings Inc. (NYSE:LOAR)
Arizona State Retirement System purchased a new position in Loar Holdings Inc. (NYSE:LOAR – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 5,357 shares of the…
Ethereum whale nets $9.87M profit as ETH snaps 8-day winning streak
Ether risks a correction to $3,000 as its daily chart flashes overbought signals similar to the setup that triggered a sell-off in May.
Here’s what’s preventing the majority of Americans from getting into crypto – MarketWatch
90% of people who don’t own crypto say they don’t know enough about it
Amazon Spending $10 Billion on THIS…
Jeff Bezos is on a mission to dominate the AI revolution. And he's not afraid to spend BIG. Amazon is pouring billions into a little-known technology most investors are ignoring. But expert Jeff Brown thinks it could be the biggest opportunity of the decade.
