StocksInsider desk· Jul 25
JPMorgan's Valuation: A DCF Outlier
JPMorgan Chase shows massive upside in our DCF model, despite recent insider sales and no open buys.
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Saturday Jul 25, 2026
StocksInsider desk· Jul 25
JPMorgan Chase shows massive upside in our DCF model, despite recent insider sales and no open buys.
Read the full story →In a notable acquisition, Veritas Capital has entered into an agreement to purchase Houghton Mifflin Harcourt for $21 per share in cash. This acquisition reflects ongoing consolidation trends within the education publishing sector as companies seek to bolster their digital offerings.
Verisk Analytics has agreed to sell its Financial Services unit to TransUnion for $515 million in cash. This strategic divestment allows Verisk to focus on its core analytics capabilities while providing TransUnion with enhanced financial data assets.
Volkswagen is reportedly considering an IPO for its Porsche brand. The potential listing could unlock significant value for Volkswagen as it seeks to raise capital for its electric vehicle transition and expand its market presence.
MarketsMarket wrap· Jul 25
S&P 500 edges up 0.06% as Dow gains 0.46% amid mixed sector performance; Nasdaq falls 0.64% on tech weakness.
Read the full story →Utilities and Energy sectors dominated gains, up 2.91% and 1.47% respectively. The rise was driven by investor demand for defensive stocks amid broader market volatility and geopolitical tensions.
The Technology sector declined 1.46% as investors reassessed the sector's capital intensity and funding requirements. The ongoing debate over the sustainability of the AI boom added to the sector's challenges.
Oil prices experienced volatility, rising initially due to Middle East tensions before stabilizing as Iran and Israel signaled a halt in hostilities. The Strait of Hormuz remains a critical route for global oil supply.
BondsRates & credit· Jul 25
US Treasury yields decline as bonds rally globally; focus shifts to Fed's rate policy amid geopolitical concerns.
Read the full story →Market pricing indicates a 70% likelihood of a 25 basis point rate cut by September. This reflects growing expectations for the Fed to adopt a more dovish stance in response to economic and geopolitical pressures.
Fed Chair Jerome Powell is set for a moderated discussion, which is expected to offer insights into the Fed's policy stance. Markets are keenly watching for any hints on future rate actions.
Government bonds in the US, UK, and eurozone rallied as investors sought safety amidst geopolitical and economic uncertainties. This shift to sovereign debt reflects ongoing risk-aversion in the markets.
GeopoliticsGeo desk· Jul 25
Iran and Israel's signal of a ceasefire eases immediate market fears; focus remains on potential flare-ups.
Read the full story →The recent ceasefire signal between Iran and Israel has provided temporary relief to markets. This development follows heightened tensions that had driven significant market volatility and risk aversion.
The Middle East conflict remains a key factor driving oil price volatility. Investors are closely monitoring developments, particularly any potential disruptions to oil supplies through the Strait of Hormuz.
Ongoing tensions between Russia and Ukraine continue to pose risks to energy flows and trade policies. The geopolitical backdrop remains complex, with potential implications for global markets.
MemesThe tape, unhinged· Jul 25
STAK Inc. leads NASDAQ gainers with a 602% increase; China SXT Pharmaceuticals drops over 80% in volatile trading.
Read the full story →STAK Inc. experienced a meteoric rise of 602.27%, closing at $9.27. The surge highlights the speculative nature of small-cap stocks, which can see extreme volatility with minimal news.
China SXT Pharmaceuticals saw its stock price crash by 80.82% to $0.0638. The dramatic drop reflects the inherent risks in small-cap pharmaceuticals, often subject to regulatory and operational challenges.
LiveWire Group, Inc. saw a significant gain of 89.61%, closing at $1.46. The stock's performance underscores the volatility present in emerging technology plays on the NYSE.