Market Pulse: Tech stocks tumbled Friday, pulling major indexes lower despite upbeat manufacturing figures.
Key Movers: BusinessLine reports an IT sector rout dragged markets down while The Times of India notes IEX plunged nearly 30% on market coupling approval, and ETF Daily News logs TE Connectivity raking in an earnings beat.
Macro & Politics: Cointelegraph flags fading Fed rate-cut hopes as Bitcoin slides, and NDTVprofit covers India’s services opening to UK firms, underscoring policy risks abroad.
What’s Next: Keep an eye on energy earnings later today and any fresh Fed commentary over the weekend.
Unfiltered Market Commentary
Everyone’s ignoring the seismic shift in yield-hungry institutional flows: Cerity Partners quietly offloaded Leggett & Platt while plowing into CIBR and muni ETFs (ETF Daily News). BNY Mellon’s tilt toward mortgage trusts is screaming “credit carry,” yet nobody’s talking about the refinancing cliff looming next quarter. This crowded trade is a damn time bomb when rates wobble.
Pull in GT1’s Ontario rubidium bonanza (Financial Post) with Dixon Technologies’ JV green light (The Times of India) to show the scramble for supply-chain sovereignty. It’s not just a lithium or smartphone story—it’s a global re-alignment shaping the next decade of industrial winners. Missing that? You’re asleep at the damn wheel.
Shift your allocations now: lock in yields with covered-call plays on liquid names like Las Vegas Sands and CIBR, cut exposure to hype-driven tokens as Bitcoin loses steam, and load up on closed-end muni funds before the next policy twist hits. That’s your damn blueprint. Execute.
📈 Breaking Financial News
Canaan Inc. Sponsored ADR (NASDAQ:CAN) Receives Consensus Rating of “Moderate Buy” from Analysts
Shares of Canaan Inc. Sponsored ADR (NASDAQ:CAN – Get Free Report) have received an average recommendation of “Moderate Buy” from the eight brokerages that are covering the stock, Marketbeat reports. Three investment analysts have rated the stock with a hold …
Healthcare Consulting Services Market is expected to generate a revenue of USD 27.3 Billion by 2032, Globally, at 7.3% CAGR: Verified Market Research®
The Healthcare Consulting Services Market presents strong growth opportunities, especially in regions like North America and Asia-Pacific. Market drivers such as digital transformation, value-based care adoption, and regulatory compliance needs create high de…
Cerity Partners LLC Has $696,000 Stake in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)
Cerity Partners LLC lifted its stake in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 6.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 11,049 shares of the company’s stock after buying an a…
Green Technology Metals Announces Large, High-Grade Rubidium Resource at Seymour Project, Ontario
TORONTO and PERTH, Australia, July 24, 2025 (GLOBE NEWSWIRE) — Green Technology Metals Ltd (ASX: GT1) (“GT1” or “the Company”), a Canadian-focused multi-asset lithium business, is pleased to announce a significant milestone at its Seymour Project in Ontario, …
Direct Drive Motors Market Size to Grow USD 4145 Million by 2031 at a CAGR of 6.9% | Valuates Reports
BANGALORE, India, July 24, 2025 /PRNewswire/ — Direct Drive Motors Market is Segmented by Type (Direct Drive Rotary Motors, Direct Drive Linear Motors), by Application (Robots, Machine Tools, Semiconductor Manufacturing Equipment, Electronic Manufacturing Eq…
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
🔍 Market Analysis & Insights
TE Connectivity (NYSE:TEL) Stock Price Up 8.3% on Earnings Beat
TE Connectivity Ltd. (NYSE:TEL – Get Free Report) shares rose 8.3% during trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $195.70 and last traded at $195.42. Approximately 487,352 shares we…
Trump backs Musk as Tesla stock slides 9%: ‘I want Elon, and all businesses within our Country, to THRIVE’
The day before, Tesla said revenue fell 12% and profit dropped 16% in the April-June quarter.
IT sector rout drags markets lower despite strong manufacturing data
Markets saw sharp profit-booking as IT earnings disappoint, dragging indices lower despite positive manufacturing data and global cues.
Dixon Technologies receives govt approval for JV with Chinese firm Longcheer
Dixon Technologies has secured Indian government approval to establish a joint venture, Dixtel Infocomm, with Longcheer’s Singaporean subsidiary. Dixon will hold 74% stake, while Longcheer will hold 26%. Dixtel will manufacture smartphones, tablets, and other…
[Urgent] Starlink Set For The Largest IPO In History?
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💰 Investment Opportunities
Bitcoin is losing its bullish momentum: Is a drop to $115K next?
Bitcoin may face a short-term dip as a bearish divergence, CME gap, and a high IBCI reading point to downside below $115,000.
IEX crashes nearly 30% after market coupling nod: Technical analysts see no floor yet
IEX share price plunged nearly 30% on Thursday after CERC approved market coupling, triggering fears over its revenue model and market dominance. Despite strong Q1 earnings, technical analysts see no recovery yet, citing a breakdown below key support levels a…
Cerity Partners LLC Reduces Holdings in Leggett & Platt, Incorporated (NYSE:LEG)
Cerity Partners LLC decreased its holdings in Leggett & Platt, Incorporated (NYSE:LEG – Free Report) by 21.1% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 82,106 shares of the company’s stock after selling 21,986 sha…
Ray Dalio issues his most dire warning to America yet: The ballooning $37 trillion deficit will trigger an ‘economic heart attack'
The hedge fund billionaire is talking about the nearly $37 trillion national debt—again.
India Opens Services Sector To UK Firms, Grants Access In Accounting, Financial Services
India has opened key segments of its services sector to British firms, granting access in areas, such as accounting, auditing, financial services, telecom and auxiliary air transport, think tank GTRI said on Thursday.
URGENT: $2 Trillion “D.C. Shock” coming
A $2 TRILLION shock is about to hit Washington D.C., and it's going to send shockwaves through the entire market. This isn't about Trump, Biden, or any politician. It's BIGGER than that.
