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Rate My Portfolio - r/StockMarket Quarterly Thread July 2025
Tue, 01 Jul 2025 09:01:19Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism. Please share either a screenshot of your portfolio or more preferably a list of stock tickers with % of overall portfolio using a table. Also include the following to make feedback easier: Investing Strategy: Trading, Short-term, Swing, Long-term Investor etc. Investing timeline: 1-7 days (day trading), 1-3 months (short), 12+ months (long-term) submitted by /u/AutoModerator [link] [comments]
Daily General Discussion and Advice Thread - July 29, 2025
Tue, 29 Jul 2025 11:01:16Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following: How old are you? What country do you live in? Are you employed/making income? How much? What are your objectives with this money? (Buy a house? Retirement savings?) What is your time horizon? Do you need this money next month? Next 20yrs? What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?) What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?) Any big debts (include interest rate) or expenses? And any other relevant financial information will be useful to give you a proper answer. . Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered investment adviser if you need professional support before making any financial decisions! submitted by /u/AutoModerator [link] [comments]
JUST IN: U.S. considering 100% tariff on China over continued Russian oil purchases
Wed, 30 Jul 2025 01:46:05The U.S. is reportedly threatening to impose a 100% tariff on Chinese goods if Beijing continues purchasing Russian oil. This marks a major escalation in trade tensions, tying energy geopolitics directly to economic policy. If enacted, such a move could have wide-reaching effects on global supply chains, inflation, and the fragile U.S.-China trade balance. submitted by /u/SubstantialRock821 [link] [comments]

Trump threatens India with tariffs as high as 25%
Tue, 29 Jul 2025 19:38:24submitted by /u/ChiGuy6124 [link] [comments]

Europe surrenders to Trump (and thus secures victory by the back door)
Tue, 29 Jul 2025 09:55:19The auto tariffs, for instance, now benefit European manufacturers over North American competitors. The 15% level is lower than that faced by Canada and Mexico, which are much nearer to the U.S. auto market. “How can the administration square a 15% tariff on cars from Europe and Japan, while manufacturers in the U.S., Canada, and Mexico are laboring under 25% tariffs?” The deal does not require the EU to alter its digital services tax on large tech companies...There is also no current change in drug pricing rules. Meanwhile the “new” direct investment and military purchases may likely have happened anyway—Europe is fighting a war against Russia on its Eastern flank, after all. “Europe is already the largest foreign investor in the U.S., with European direct investment increasing by roughly $200 billion from 2023 to 2024. Three times that over an undefined period is hardly a great coup,” “The real win from the EU’s perspective is that it has successfully fended off Trump’s demands that it rewrite its regulatory rulebook to benefit U.S. companies. In particular, Trump had been demanding changes to EU digital services rules, agricultural rules, and pharmaceutical pricing. “The irony is that this is the one thing that U.S. companies would have most wanted out of any trade deal. Instead, they have been hit with a massive hike in tariffs on imports … without any increase in EU market access.” “The EU and the U.S. agreed that U.S. consumers should pay more tax—levied at 15% for imports from the EU. EU President [Ursula] von der Leyen made vague pledges to buy stuff from and invest in the U.S., without the necessary authority to make those pledges reality. Pharmaceuticals and steel seem to be excluded from this deal. The result is better for the U.S. economy than the worst-case scenario, but worse for the U.S. economy than the situation in January this year” submitted by /u/Missedmyqueue [link] [comments]

No tariff pause announced after US-China talks, with Trump set to make the 'final call'
Tue, 29 Jul 2025 18:39:44submitted by /u/Maleficent_Split6920 [link] [comments]

As Trump’s tariff regime becomes clear, Americans may start to foot the bill
Tue, 29 Jul 2025 11:20:38submitted by /u/OtherwiseCanary8971 [link] [comments]

Novo Nordisk (NVO) plunges 22% after slashing 2025 outlook for Wegovy and Ozempic
Tue, 29 Jul 2025 20:02:16submitted by /u/callsonreddit [link] [comments]

Spotify CEO defends slower price hikes: ‘A lot better to keep the customer around’
Tue, 29 Jul 2025 16:15:59submitted by /u/joe4942 [link] [comments]

Trump floating 20% global tariff - inflation risk back on the menu ??
Tue, 29 Jul 2025 03:20:38submitted by /u/SubstantialRock821 [link] [comments]

Why are treasury yields down so much today?
Tue, 29 Jul 2025 20:01:5310 year, 20 year, and 30 year treasury yields are all down 0.1% today. This is a pretty significant move especially without any major news being released. I don't believe there was any publicly published news that would explain today's large drop in treasury yields. Jolts was the only major data point today and it came in line with expectations (7.44M actual vs 7.5M expected). Consumer confidence was a bit high, but that piece of data usually is not a market driver. USO also increased significantly due to tariff threats against Russia, which is inflationary and should be putting upwards pressure on yields. Treasury started dropping overnight and have continued dropping throughout the day. Is it possible any of the upcoming macro data was leaked and bond traders are front running the major data drops Wednesday through Friday? submitted by /u/BGID_to_the_moon [link] [comments]
DOJ Launches Criminal Crackdown on Tariff Evasion — Importers Face Jail Time Under Trump’s Trade Agenda
Tue, 29 Jul 2025 15:24:22submitted by /u/callsonreddit [link] [comments]

Novo Nordisk shares plunge 23% after Wegovy maker names new CEO, cuts full-year guidance
Tue, 29 Jul 2025 22:09:40submitted by /u/Doug24 [link] [comments]

FT explains why "tariffs" have not led to inflation (yet)
Tue, 29 Jul 2025 09:02:21submitted by /u/ohell [link] [comments]

Euro Drops 1.3% After U.S.-EU Trade Deal Seen Favoring U.S.; France Calls It “Dark Day,” Germany Warns of Economic Hit
Tue, 29 Jul 2025 02:33:31submitted by /u/callsonreddit [link] [comments]

PayPal stock sinks 8% as company reports slow growth in key margin figure
Tue, 29 Jul 2025 13:47:56submitted by /u/joe4942 [link] [comments]

US and China agree to work on extending the tariff pause deadline in trade talks in Stockholm
Wed, 30 Jul 2025 01:46:05The last pause of tariffs between the US and China on May 12 was as follows, according to the Chinese side: The US side promised to cancel a total of 91% of the tariffs imposed on Chinese goods under Administrative Order No. 14259 issued on April 8, 2025, and Administrative Order No. 14266 issued on April 9, 2025, and modify the 34% reciprocal tariffs imposed on Chinese goods under Administrative Order No. 14257 issued on April 2, 2025, suspending the imposition of 24% of the tariffs for 90 days and retaining the remaining 10% of the tariffs. Correspondingly, China cancelled a total of 91% of its retaliatory tariffs on US goods; regarding the US's 34% reciprocal tariffs, China also suspended 24% of the tariffs for 90 days and retained the remaining 10% of the tariffs. China also correspondingly suspended or cancelled its non-tariff countermeasures against the USA. submitted by /u/RiKeiJin [link] [comments]

Palo Alto Networks Nears Over $20 Billion Deal for Cybersecurity Firm CyberArk
Tue, 29 Jul 2025 16:22:34submitted by /u/joe4942 [link] [comments]
EToro to Tokenize US Stocks on Ethereum Network for 24/7 Trading
Tue, 29 Jul 2025 22:24:04submitted by /u/joe4942 [link] [comments]

Trade court won't reinstate tariff exemption on low-value 'de minimis' shipments, for now
Mon, 28 Jul 2025 20:40:51submitted by /u/joe4942 [link] [comments]

Carney Says US-Canada Trade Negotiations at ‘Intense Phase’
Tue, 29 Jul 2025 01:13:11submitted by /u/joe4942 [link] [comments]

Microsoft Nears OpenAI Agreement for Ongoing Tech Access
Tue, 29 Jul 2025 22:21:12submitted by /u/joe4942 [link] [comments]

B uyers lined up for the latest two‑year Japanese Government Bond
Tue, 29 Jul 2025 05:01:38Buyers lined up for the latest two year Japanese Government Bond (JGB) auction in much greater numbers than usual. A bid to cover ratio of 4.47 means that investors offered to buy roughly 4½ times the amount of bonds on offer; that beats both last month’s 3.90 and the twelve‑month average of just under 4.0. The “tail” – the gap between the average and the worst price accepted – was only 0.005 yen, about half the size recorded at the prior sale, and the yield slipped two basis points to 0.82 percent once the auction cleared. Those are classic signs of a well‑supported sale. Why are investors scrambling for the front end when headlines all month have focused on shaky demand for long‑dated JGBs? First, the absolute level of the two‑year yield is the highest since 2008. Domestic banks, insurers and money market funds that until recently earned almost nothing on cash can now pick up a positive return with minimal duration risk; the securities also qualify as top tier collateral in Bank of Japan liquidity operations. Second, the policy outlook is relatively settled in the near term. Markets expect the BOJ to keep its short‑term policy rate anchored at 0.50 percent at this week’s meeting and to postpone the next hike until later in the year, so locking in 0.80 bplus percent for two years looks attractive for cash‑management desks. By contrast, investors remain uneasy about bonds further out the curve. Weak demand at recent 20‑ and 30 year auctions and a spike in the 10 year yield to 1.6 percent highlight concerns over Japan’s heavy debt load and political uncertainty around fiscal policy. The result is a pronounced steepening of the JGB curve: strong buying pressure at the short end, sellers dominating the long end. The front‑end bid therefore tells us less about renewed faith in Japan’s public finances and more about a tactical preference for liquid, high‑quality assets with limited rate‑risk. For the BOJ, a smoothly covered two‑year sale is good news. It suggests that, despite the turmoil in longer maturities, the central bank’s gradual exit from yield‑curve control has not triggered a disorderly sell‑off across the whole market. If the pattern holds, the Bank can keep tapering its bond purchases at the short end without worrying about a collateral shortage, while focusing any intervention on pockets of stress further out the curve. Bottom line: the auction shows that investors still have an appetite for short‑dated JGBs now that yields finally compensate them for inflation and policy risk. It does not, however, resolve the bigger question hanging over Japan’s market - whether buyers will eventually return in force to the superlong sector, or whether elevated fiscal and political risk will keep the back end under pressure even as the front end finds solid support. submitted by /u/careyectr [link] [comments]

(07/29) Sarepta Surges! - Interesting Stocks Today
Tue, 29 Jul 2025 13:10:30Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary. News: Union Pacific to acquire Norfolk Southern in 85 Billion Deal SRPT (Sarepta)-The FDA concluded "the death of an 8-year-old in Brazil was unrelated to ELEVIDYS treatment and has recommended that Sarepta resume shipments for ambulatory individuals with Duchenne Muscular Dystrophy". This has caused the stock to surge afterhours yesterday. Interestingly, the stock was worth $35 before the ELEVIDYS news even happened, but we haven't resurged. So I'm a little wary of this because we haven't been going back all the way. Worth watching at the open. https://preview.redd.it/x3a44lgsbtff1.png?width=1522&format=png&auto=webp&s=0a3f175e8916c0d18c30c9861845dcdcdfc872f2 UNH (UnitedHealth)-UnitedHealth issued a revised 2025 adj. earnings guidance of $16 per share, below the expectations of $20.40. The company also reported Q2 adjusted EPS of $4.08 on revenue of $111.6B, missing expectations. Overall not interested in this unless we hit near lows again of $250 again, which was the max pain point from the UnitedHealth facing DOJ investigation over Medicare billing catalyst in the past. https://preview.redd.it/oim2dztpbtff1.png?width=1519&format=png&auto=webp&s=ab6141bb196a58ba379ca402d02a013ad191a357 NVO (Novo Nordisk)-Novo Nordisk has cut its full-year 2025 U.S. sales growth outlook to 8%-14% from 13%-21% and lowered operating profit forecast to 10%-16% from 16%-24%. Additionally, the company appointed a new CEO (Maziar Mike Doustdar) Maziar Mike Doustdar as the new CEO, effective August 7. From what I've read online, many people expected the CEO to be an American (because the main market for the weight-loss drugs is America because our obesity rate is so high). But I doubt that's a major factor in affecting stock price. We've essentially bled from 70 ->50 and had a slight bounce intraday, so I'm interested to see if we sell off again at the open/during market hours. https://preview.redd.it/bf4r9j0rbtff1.png?width=1536&format=png&auto=webp&s=ac65e695357ada8657c94163cbda4e8ac675b7a6 Earnings today: V, MARA, SBUX submitted by /u/WinningWatchlist [link] [comments]

Donald Trump freezes export controls to secure trade deal with China
Mon, 28 Jul 2025 09:56:44“This move represents a strategic mis-step that endangers the United States’ economic and military edge in artificial intelligence,” they write in the letter, which was seen by the Financial Times. The letter was also signed by David Feith, the former top National Security Council technology official in the current Trump administration, and Liza Tobin, who served in the NSC during Trump’s first term. Kyle Bass, a Trump supporter and founder of Hayman Capital Management, also signed. The experts said the H20 was a “potent accelerator of China’s frontier AI capabilities” that was more powerful than the H100, an advanced Nvidia chip blocked for export to China, in one key respect. They said it outperformed the H100 in “inference” — the execution of AI functions as opposed to the training of AI models — and would help produce autonomous weapons systems, intelligence surveillance platforms, and other military advancements. “We are fuelling the very infrastructure that will be used to modernise and expand the Chinese military,” they said in the letter, arranged by an advocacy group called Americans for Responsible Innovation. James Mulvenon, an expert on China’s military and chief intelligence officer at Pamir Consulting, said the problem was not limited to one chip or company. “These decisions will determine which political system, which values, will ultimately control the most powerful technology in the history of the world.” Being so tough on allies but holding back against your biggest enemy? The US didn't do that during the last Cold War. Still, it's good for Nvidia's stock price. submitted by /u/RiKeiJin [link] [comments]

US-EU Trade Deal: 15% Tariff on EU Goods, $750B Energy Buy, $600B U.S. Investment, Car Tariff Cut to 2.5%
Mon, 28 Jul 2025 18:21:32submitted by /u/callsonreddit [link] [comments]

Samsung Foundry bags $16.5B contract with Tesla
Mon, 28 Jul 2025 22:09:51Samsung Electronics has secured a $16.5 billion foundry contract to supply semiconductors to Tesla, marking a major breakthrough after a prolonged drought in advanced process orders. On Monday, the company announced in a regulatory filing that it had signed a semiconductor foundry contract to manufacture and supply advanced chips using its 2-nanometer process technology from July 2025 through December 2033 with an undisclosed client, though the automaker's CEO, Elon Musk, later took to social media to tout the deal. submitted by /u/LogicX64 [link] [comments]
