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š AI Breakouts, Battery Bets, and a $196M Sleeper IPO
Vanadium deals, legal drama, and a REIT flying under the radar, hereās what to know before Markets Open.
Matthias Schneider
July 21, 2025
In partnership with
Happy Monday Investors,
The indexes may have coasted, but small-caps lit up the tape.
Largo $LGO ( ā¼ 2.03% ) rallied on a headline-grabbing vanadium battery lease in Texas. Blaize $BZAI ( ā¼ 5.58% ) exploded with a major AI infrastructure contract across Asia.
New listings made waves too, with Aura Minerals debuting at a hefty $196M market cap. Not all news was good, Northern Dynasty $NAK ( ā² 1.92% ) plunged after legal pressure hit its Pebble project.
And if you're scanning for under-the-radar income plays, New York Mortgage Trust $NYMT ( ā² 2.26% ) just doubled down on business-purpose lending with a key acquisition.
Hereās what you need to know before the week kicks off.
Matthias Schneider
Editor at Analytica Investor