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CAVA is positioning itself as a “mini-Chipotle,” topping $1B in revenue with 28% growth and strong free cash flow. With only 400 locations vs. Chipotle’s 4,000, it has major expansion room. Q1 same-store sales rose 10.8%, and with $370M cash and no debt, CAVA is primed to scale fast in Mediterranean fast-casual. (Price at call: $90.48, Current price: $92.05, Analyst expectation: $140)

Abbott Laboratories (NYSE: ABT) Abbott offers a strong defensive play with proactive tariff strategies to offset a $200M 2025 impact. Its diversified portfolio—spanning Nutrition, Medical Devices, and Diagnostics—supports resilience, with Q1 strength in pediatric nutrition and glucose monitors (+20%). CEO Robert Ford focuses on long-term cost mitigation, not short-term fixes. Growth drivers include gross margin gains, a $1B transfusion testing opportunity, and rising dividends, making Abbott well-positioned amid global uncertainty. (Current price: $132.29, Analyst expectation: $145)

EU Trade War Escalation: 30% tariff on Europe represents massive economic disruption for $800B+ annual trade relationship. Recipe: Reduce exposure to European exporters and multinational companies with significant EU manufacturing. Focus on domestic-oriented businesses with minimal transatlantic supply chain dependencies.

Crypto Legislative Catalyst: House stablecoin bill passage this week, potentially providing a regulatory framework legitimizing institutional adoption. Recipe: Consider measured exposure to crypto infrastructure leaders like Coinbase, MicroStrategy, and major miners positioned for mainstream acceptance. Regulatory clarity removes adoption barriers.

Bank Earnings Valuation Test: Major lenders reporting with stocks at stretched multiples after strong first-half performance. Recipe: Exercise caution with financial sector exposure as analysts warn valuations leave little room for disappointment. Focus on banks with conservative guidance and reasonable expectations.

Healthcare Defensive Positioning: Abbott's tariff preparation and diversified model exemplifying sector resilience amid trade uncertainty. Recipe: Consider healthcare exposure through companies with global manufacturing flexibility and essential product portfolios less sensitive to economic cycles.

Industrial Activity Indicators: Fastenal's strength and broader industrial distributor performance provide economic health insights. Recipe: Monitor industrial demand signals through distribution companies and manufacturing suppliers. Early indicators of economic acceleration or deceleration.

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What if the tiny chip enabling your device's cellular service was also its biggest vulnerability? Security researchers have uncovered a major flaw in Kigen’s eUICC cards—used in over two billion IoT devices—that could allow attackers to sneak in malicious code and silently hijack your data.

At the heart of the issue? A flaw in older GSMA TS.48 profiles used for radio testing, which lets hackers install rogue applets—if they gain physical access and use publicly available keys. Once inside, attackers could clone identities, spy on networks, and make remote control nearly impossible for operators.

Even more unsettling: this builds on earlier Java Card flaws that industry giants like Oracle once brushed off. The potential? A persistent, nation-grade backdoor right inside the silicon.

Kigen has patched the hole in TS.48 v7.0—but what about the devices already out there?

Today's Economic Menu

Thursday's Banking Buffet

Broadcom Spain Plant Cancellation: US chipmaker abandoning microchip facility investment after government talks break down. Blow to Spain's €12B semiconductor ambitions using EU pandemic relief funds for industry development.

Indonesia E-Commerce Tax: The Finance Ministry requires platforms to collect 0.5% income tax on SME sellers with 500M-4.8B rupiah annual turnover. Immediate effect with a one-month compliance period for qualifying platforms.

Japanese Bond Market Turmoil: Long-term bonds tumbling with 10-40 year yields spiking amid thin liquidity and election spending concerns. Reminiscent of May's global market surge ahead of the July 20th election.

Musk Tesla-xAI Separation: Billionaire rejecting merger between electric vehicle maker and AI startup, while considering Tesla investment in xAI requiring shareholder approval. Combined entity valued at $113B after March X acquisition.

German Automaker Decline: BMW, Mercedes, Volkswagen shares falling on 30% EU tariff threats, with no special auto treatment mentioned. Existing 27.5% auto duties remain separate from the general 30% levy.

EU Emergency Meeting: Trade ministers gathering Brussels strategy session following Trump's surprise tariff announcement. Denmark is advocating deal-seeking while preparing "all tools in the toolbox" for potential retaliation.

Oracle CEO Massive Sales: Safra Catz leading 2025 insider selling with $2.5B stock unloading, including $1.83B Q2 sales under a predetermined trading plan. Net worth reaching an estimated $4B through strategic option exercises.

Aurora Mobile Solana Strategy: Chinese mobile data company evaluating Solana integration for cryptocurrency treasury strategy approved by the board. Shares are jumping 37% premarket on blockchain innovation positioning.

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Crypto Stock Rally Continues: Digital asset ecosystem absolutely feasting as Bitcoin smashes through $122K with new record of $122,873. HIVE Digital (+9%), MARA Holdings (+5%), CleanSpark (+5%), Bitfarms (+5%), Hut 8 (+4%), Bit Digital (+4%), Riot Platforms (+3.5%), Cipher Mining (+3%), MicroStrategy (+3.3%), Coinbase (+1.7%), and Robinhood (+1.8%) all gorging on institutional crypto adoption. Analyst bite: Stablecoin legislation this week potentially catalyzing broader mainstream acceptance.

Boeing (⬆️ 1.5% premarket): Aerospace giant gets appetite boost as Air India crash investigation clears aircraft design and manufacturing. Preliminary report blames fuel switch malfunction rather than production issues with "no recommended actions" for Boeing or GE Aerospace. Safety concerns are easing after recent turbulence. Analyst bite: Investigation outcomes crucial for restoring confidence in aircraft safety protocols.

Kraft Heinz (⬆️ 2.2% premarket): Food conglomerate serves up strategic transformation speculation with potential $20B grocery spinoff consideration. The remaining entity would focus on iconic brands like Heinz ketchup, Grey Poupon mustard, and premium sauces while separating commodity grocery operations. Analyst bite: Portfolio simplification potentially unlocking shareholder value through focused positioning.

Nvidia (NVDA ⬆️ 0.4% premarket): AI chip leader maintains momentum after Friday's record close at $164.92 and 3.5% weekly gain. CEO Jensen Huang heading to Beijing on Wednesday with potential China AI chip sales permission as key catalyst. Market cap dominance is continuing despite broader sector rotation. Analyst bite: China market access crucial for maintaining growth trajectory.

Tesla (TSLA ⬆️ 0.9% premarket): EV maker extends Friday gains despite 22% year-to-date decline and a 0.6% weekly loss. Grok AI integration promised for vehicles by the weekend, while the broader EV sector faces tariff uncertainty. Technical momentum is building despite fundamental headwinds. Analyst bite: AI features potentially differentiating Tesla's software-defined vehicle strategy.

Alphabet (⬇️ 0.5% premarket): Google parent pulls back after agreeing to $2.4B deal licensing Windsurf AI coding technology and hiring a CEO plus employees. DeepMind division focusing on agentic coding capabilities while avoiding equity stake in the startup. Analyst bite: AI talent acquisition costs escalating as competition intensifies.

Fastenal (⬆️ 3.3% premarket): Industrial distributor rises ahead of Q2 earnings report with shares up 20% year-to-date. Fastener maker benefiting from industrial activity resilience and supply chain normalization trends. Analyst bite: Industrial demand indicators providing economic activity insights.

Intapp (INTA ⬇️ 3%): Software firm gets served downgrade as Barclays cuts to Underweight, citing slowing growth and revenue headwinds from multiyear renewal phaseouts. FY2026 estimates reduced with ARR growth potentially slowing to a 15-20% range. Analyst bite: Software spending normalization pressuring high-multiple growth names.

💰 The Shocking 16.8% Rewards Strategy That Banks Don't Want You To Discover! (Uphold)

ETF Gainers:

Volatility Shares Trust XRP 2X ETF (⬆️ 28.85%): Ripple getting massive appetite surge

Teucrium 2x Long Daily XRP ETF (⬆️ 27.42%): Alternative crypto exposure exploding

Defiance Daily Target 2x Short IONQ ETF (⬆️ 17.94%): Quantum computing bears finding food

Volatility Shares Trust XRP ETF (⬆️ 14.05%): Ripple ecosystem enthusiasm is building

2x Ether ETF (⬆️ 13.74%): Ethereum leveraged momentum continuing

ETF Losers:

🥡 Veterinarians Pushing Profits? Pet insurance could help offset rising costs, with up to 90% reimbursement, and plans starting at just $10/month—View Money’s top picks to protect your furry friend and your wallet!

🥡 New UNESCO World Heritage Sites Announced: Bavaria's fairytale castles, France's Carnac Megaliths, and Greece's Minoan Palatial Centres have been added to the prestigious list, recognizing their historical significance and architectural integrity—What new protections and international attention will these sites receive?

🥡 Walmart Recalls 850,000 Water Bottles After Vision Loss Injuries: The company is recalling its "Ozark Trail 64 oz Stainless Steel Insulated Water Bottles" because lids can forcefully eject, causing serious impact and laceration hazards—What should you do if you own one of these bottles?

🥡 One of 2025's Best Meteor Showers is Coming: The annual Perseid meteor shower, known for up to 100 meteors per hour, starts in mid-July and peaks on the night of August 12th into the early hours of August 13th, visible across most of the U.S.—Are you ready to witness this dazzling celestial display?

🥡 Eggs and senior brains: The surprising truth. How often do you eat eggs? Do you know what it does to senior brains? If you think you know the answer, don't be too sure. If you care about your memory, see this now.

For more information and to verify the accuracy of the claims made in this email, please consult the following reliable sources:

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