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FOUR looks like a steal—trading at just 2.29x EV/Sales with top-tier 45.7% EBITDA margins. Its integration strategy is already delivering $20M in synergies, with $80M more expected from the Global Blue deal by 2027. With a $216 target and 135% upside, this payments platform is seriously underpriced. (Price at call: $93.57, Current price: $97.24, Analyst expectation: $120)

LifeMD (NASDAQ: LFMD) This telehealth platform is serving up a rare profitability feast that competitors can't match! With 290,000 active subscribers and GAAP profitability achieved at a fraction of Hims' subscriber count (300K vs 1.5M), LFMD shows incredible operating leverage. The Novo Nordisk-Hims breakup actually creates an opportunity for LifeMD's dual partnerships with both Novo and Eli Lilly. Trading much cheaper than HIMS on an EV/GP basis while growing faster than Teladoc. Target price $14.40 represents compelling value in profitable telehealth! (Current price: $12.84, Analyst expectation: $20)

Fed Independence Positioning: Early Powell replacement speculation signals potential shift in monetary policy appetite. Recipe: Position for more aggressive rate cuts as political pressure mounts on Fed independence. Financial sector and rate-sensitive stocks could benefit from steeper yield curve expectations.

Dollar Weakness Opportunity: Greenback's decline on Fed speculation creates international investing appetite. Recipe: Consider emerging market and international equity exposure as dollar headwinds ease. Export-heavy companies particularly benefit from weaker dollar seasoning.

Record Hunt Strategy: S&P 500 within striking distance of fresh highs as rate cut optimism builds momentum. Recipe: Use any pullbacks as entry opportunities in growth sectors that benefit most from lower rates. Technology and real estate are particularly sensitive to rate expectations.

Telehealth Consolidation Play: Novo Nordisk's Hims partnership termination creates market share opportunities for remaining players. Recipe: Focus on platforms with multiple drug manufacturer relationships and proven profitability models. LifeMD's dual partnerships provide a competitive moat that others lack.

Geopolitical Diversification: Iran nuclear talks and ongoing Middle East tensions require defensive positioning alongside growth plays. Recipe: Maintain some energy exposure and defense contractors as geopolitical insurance while emphasizing domestic growth stories less affected by international complications.

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Could one bill really shrink the deficit by $11.1 trillion and send GDP soaring nearly 5%? That’s the White House pitch for Trump’s “One Big Beautiful Bill Act.” In a 27-page report, top economic adviser Stephen Miran unveiled projections that claim America’s debt-to-GDP ratio could improve and family incomes could rise—if everything goes just right.

The core logic? Business tax breaks fuel corporate investment, which then ignites massive GDP growth. That growth, the White House insists, drives nearly half the projected deficit drop. Add in deep spending cuts, long-term tariffs, and deregulatory pushes, and voilà—multi-trillion-dollar savings.

But is this economic alchemy or just a dazzling campaign sales pitch?

Independent models like Penn-Wharton, CBO, and the Tax Foundation aren’t buying it. Their growth estimates hover closer to 1%, and their projected cost? Up to $4 trillion added to the deficit. Even some Republicans are skeptical, as unresolved Senate fights—on SALT deductions and Medicaid—threaten to balloon the bill’s price tag.

Still, with a looming debt ceiling deadline and Wall Street watching, pressure’s rising. The Senate gears up for a vote, but the gap between political optimism and economic reality has rarely looked wider.

USD News:

Major earnings expected today:

India-US Trade Talks Hit Roadblock: Negotiations stalled over auto component, steel, and farm goods duties ahead of Trump's July 9 deadline. India's agricultural dependence makes steep tariff cuts politically difficult despite US pressure for greater market access.

China AI Chip Funding Surge: Biren Technology raises $207M in fresh funding while preparing Hong Kong IPO. Beijing is prioritizing domestic GPU alternatives amid US export restrictions on advanced semiconductors.

Trump Media Stock Plunge: DJT shares down nearly 50% since election despite Truth Social becoming presidential communication platform. Many shareholders are sitting on sizable losses despite Trump's White House return and platform usage.

Pine Labs India IPO Filing: Fintech firm seeks $304M through fresh shares with existing backers including Peak XV and PayPal selling up to 147.8M shares. Proceeds are earmarked for overseas expansion and technology development.

Nvidia Hits Fresh Record: AI chipmaker rises 4% to new high of $154.31, completing remarkable 2025 turnaround. Stock's resurgence following Q1 earnings beat shows continued AI demand despite China export restrictions.

Xiaomi's EV Expansion: Chinese tech giant unveils first electric SUV as shares near record high following 64% surge this year. Company now valued at $187B, exceeding Chinese EV leader BYD as auto market footprint grows.

EU Rejects Big Tech Bargaining: Competition chief Teresa Ribera refuses to trade Digital Markets Act enforcement for tariff relief. EU maintains regulatory independence stance despite Trump administration pressure on Silicon Valley crackdowns.

Chinese Soymeal Deal: Feed makers book first Argentine soymeal purchase since 2019 import approval - 30,000 metric tons for July shipment. The deal signals renewed trade appetite between the world's biggest consumer and top exporter.

Something doesn't add up. Small AI video startups are suddenly launching tools that rival Google's Veo 3. Almost the same quality. Same speed. Fraction of the budget. Google spends hundreds of millions on compute infrastructure. How are 10-person teams competing? The answer: crypto.

Specifically—one coin.

There's a parallel computing network most investors have never heard of. The economics are insane. Instead of paying Google or AWS markup, startups get raw compute at market rates. Up to 80% cost savings. Massive scalability.

But here's what got my attention: This network is tokenized. Every job gets validated on-chain. Pay-as-you-render pricing. No vendor lock-in. The token that powers it trades under $5.

The network already processes enterprise workloads…Discover our #1 crypto for the market right now (solves one of AI’s biggest challenges?)

Most crypto investors are missing the infrastructure play that could capture a massive slice of the AI video industry's compute spend. This is pre-explosion positioning. Before Hollywood goes 100% AI. Before every content creator needs this power. Before institutional money floods in. The token is still cheap. The network is proven. The adoption is accelerating.

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H.B. Fuller (FUL ⬆️ 10%): Adhesive maker serves up a delicious surprise with raised FY2025 outlook despite mixed Q2 results. Now expecting revenue decline of just 2-3% versus prior 2-4% drop, while adjusted EPS guidance jumps to $4.10-4.30 (above $4.08 consensus). Analyst bite: Strong execution offsetting challenging industrial backdrop.

Worthington Steel (WS ⬆️ 14%): Steel processor delivers a feast with better-than-expected FQ4 results, overcoming 9% revenue decline. The CEO highlighted solid execution on the Sitem acquisition and electrical steel investments amid a mixed economic backdrop. Analyst bite: Strategic initiatives are driving market share gains despite pricing pressure.

Kratos Defense (KTOS ⬇️ 6%): Defense contractor gets served a reality check after announcing $500M public offering plus $75M option for underwriters. All proceeds are earmarked for national security programs and strategic acquisitions. Analyst bite: Dilution concerns overshadow the growth investment story.

Nvidia (NVDA ⬆️ 1% premarket): AI chip king extends record-breaking feast after closing at all-time high of $154.31 with $3.765 trillion market cap, overtaking Microsoft. Wednesday's 4.3% surge positions the company as the most valuable US firm while shares climb 15% year-to-date. Analyst bite: AI demand driving unprecedented valuation leadership.

Micron Technology (MU ⬆️ 2.4%): Memory chip maker serves up delicious Q3 results with adjusted earnings crushing estimates and revenue jumping 37% to $9.3B. High-bandwidth memory revenue surged 50% quarter-over-quarter while Q4 guidance of $10.4-11B tops $9.9B consensus. Analyst bite: Data center doubling driving memory demand acceleration.

Tesla (TSLA ⬆️ 0.4%): EV maker attempts recovery after yesterday's 3.8% decline on weak European sales data. May deliveries in Europe dropped 28% to 13,863 units while overall regional EV sales jumped 25%, highlighting market share concerns. Analyst bite: European weakness contrasting with broader EV market growth.

Coinbase (COIN ⬆️ 1.5% premarket): Crypto exchange extends Wednesday's 3.1% rally to $355.37 - highest close since November 2021. June gains of 44% position stock for the best month since November 2024, boosted by the Senate's Genius Act stablecoin clarity. Analyst bite: Regulatory clarity driving institutional confidence.

BP ADRs (⬇️ 0.9%): Oil giant gets served a cold dish as WSJ reports Shell considering acquisition approach. BP "considering carefully" while talks progress slowly, though Shell spokesperson denies active discussions as "market speculation." Analyst bite: Consolidation speculation heating up energy sector.

Jefferies Financial (⬇️ 2.5% after-hours): Investment bank disappoints with Q2 earnings miss and declining net revenue of $1.63B. Management cites "significant uncertainty" from US policy and geopolitical events slowing activity levels for two months. Analyst bite: Investment banking headwinds persisting despite market optimism.

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🥡 Federal Judge Sides with Meta in AI Copyright Lawsuit: A judge ruled Meta's use of copyrighted books for AI model training falls under "fair use," but cautioned the decision is limited and doesn't apply broadly to all AI training—What does this mean for the ongoing legal battles over AI and intellectual property?

🥡 Mars' $36 Billion Kellanova Deal Faces EU Scrutiny: While US antitrust regulators cleared Mars' massive takeover of Pringles maker Kellanova, EU authorities launched a full investigation, fearing the $36 billion deal could lead to price hikes and increased negotiating power for Mars with retailers—What does this divergence in regulatory decisions mean for global corporate mergers?

🥡 New Dog-Sized Dinosaur Discovered in Utah: Scientists have identified Enigmacursor mollyborthwickae, a speedy, raccoon-sized dinosaur that roamed the US 150 million years ago, with its skeleton now on display in London—What does this rare find tell us about prehistoric ecosystems?

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