Hey there, nil!

Wednesday's kitchen is serving up cautious optimism as traders position ahead of the Federal Reserve's 2 PM decision and Chair Powell's highly anticipated press conference. While rates are certain to stay unchanged, the real feast will be the dot plot updates and Powell's comments on whether policymakers still see two quarter-point cuts this year or scale back to just one. Oil prices are cooling after yesterday's spike, retreating 0.3% as Trump's cryptic "at least not yet" comment about Iran's Supreme Leader adds uncertainty to an already volatile geopolitical stew. With jobless claims data as the morning appetizer, let's taste what's cooking on this crucial Fed day! Plus, try your luck and win a $50 Amazon Gift Card! 🎁

- Dan

FEATURED: This little-known trick saves thousands when appliances break down—repair companies HATE this! (Adopt A Contractor)

 

 Starters 

Dow Jones Futures

0.11% (+48 points

to 42,604)

S&P 500 Futures

0.23% (+14 points

to 6,052.50)

Nasdaq 100 Futures

0.30% (+66.75 points to 22,022.75)

10-Year Treasury

4.406%

2-Year Treasury

3.97%

Brent

0.89% to $75.77

WTI

0.87% to $72.63

Gold

0.13% to $3,402.40

Dollar

0.3%

  • Tehran Mass Exodus: Thousands fleeing Iranian capital as Trump's strike options reportedly include joining Israel's military operations - civilian evacuation accelerating
  • Modi-Trump Clarification: India's leader tells Trump there was no U.S. mediation in Pakistan ceasefire - diplomatic lines being clarified
  • Iran UN Warning: Ambassador says country will respond firmly if U.S. becomes directly involved in Israeli strikes - escalation threats mounting
  • Zelenskiy G7 Disappointment: Ukrainian president leaves summit without Trump meeting or fresh U.S. arms support - alliance tensions visible
  • Strait of Hormuz Incident: UAE says navigational error caused oil tanker collision near critical waterway - shipping risks rising
  • Israeli Evacuation Airlift: Country launches operation bringing home stranded citizens after Iran strikes - repatriation efforts expanding
  • Japan G7 Uncertainty: PM Ishiba departs with trade deal but political future in doubt - regional leadership instability
 

 Chef's Pick: Asset Sale Transformation Recipe 

Recap

ADM gets targeted as cost cuts and margin recovery set the stage for a 2026 earnings rebound. The company plans up to $750M in savings over 3–5 years, offsetting weak crush margins and lower insurance recoveries. Its new Decatur-East plant adds leverage, while a 4.16% dividend yield and 50-year growth streak boost appeal. FY26 EPS is projected at $4.70, above consensus. (Price at call: $54.16, Current price: $54.11, Analyst expectation: $66)

Stock of Interest Today

BGSF Inc (BGSF) BGSF gets a “Strong Buy” rating with a $9 target after selling its professional division to INSPYR for $99M—more than double its prior $45M market cap. Shares jumped 35% to $5.37 on the news. The deal wipes out $47M in debt, boosts liquidity, and leaves behind a higher-margin property management unit. With at least $99M in equity post-deal and shares trading below adjusted book value, analysts see major upside from current levels. (Current price: $4.92, Analyst expectation: $8)

Fed Decision Day Positioning: Powell's 2 PM press conference represents the day's main event, with dot plot updates crucial for rate cut expectations. March SEP showed two quarter-point cuts anticipated; markets may scale back to just one reduction. Position defensively ahead of a potential hawkish surprise given recent economic resilience.

 

Geopolitical Oil Volatility: Tuesday's crude spike reversing as markets digest Trump's Iran comments and Tehran evacuation reports. Oil cooling 0.9% suggests conflict premium may be overdone, creating energy sector rotation opportunities while maintaining safe-haven hedges for escalation scenarios.

 

Solar Sector Recovery Play: Tuesday's historic sector selloff on tax credit elimination creates a potential bargain hunting opportunity in oversold names. Sunrun's record 40% decline may have overshot the fundamental impact, especially if Senate provisions face House resistance or modification during the legislative process.

 

Biotech Acquisition Themes: Focus on well-positioned smaller biotechs with compelling platforms after strong sector M&A activity. Target companies with reasonable valuations and avoid heavily diluted names like Biomea Fusion, pricing offerings below $2 per share.

 

Asset Sale Value Unlock: BGSF's successful asset monetization at 0.6x revenue (4x market multiple) suggests other undervalued companies with disposable divisions could unlock similar value—screen for firms trading below book value with non-core assets ripe for divestiture.

 

 Presented by Pacaso  

He’s Already IPO’d Once – This Time’s Different

Spencer Rascoff co-founded Zillow, scaling it to a $16B valuation. But everyday investors couldn’t invest until the IPO, missing early gains. So he made sure that wasn’t the case with Pacaso. Pacaso has made $100M+ in gross profits by disrupting the $1.3T vacation home market. And unlike Zillow, you can invest while Pacaso is private.

 

Invest today*

 

 Entrée  

Investment Bite: AI Automation Platform Revolution

Numurus Alternative Investment Spotlight

 

Numurus is raising capital through a Reg CF offering at $0.75/share with a $10.78 million valuation. The Seattle-based company develops AI and automation software solutions through its NEPI platform, targeting a combined $418.9 billion TAM, including Edge AI ($269.8B by 2032), Industrial AI ($83.5B by 2032), and Robotics ($65.6B by 2028). With over $4 million in lifetime revenue and $2.5 million in funding since its 2017 inception, Numurus has secured key technology partnerships with NVIDIA, Qualcomm, and others. The company's "Windows for robots" operating system simplifies AI development for businesses from experienced engineers to those with limited software expertise, enabling faster time-to-market and reduced development costs. CEO Jason Seawall brings 20+ years of robotics experience, having co-founded BlueView (sold to Teledyne) and served as VP of Technology.

 

Key Investment Details:

  • Offering Type: Reg CF equity (Series Seed-4 Preferred Stock)
  • Price Per Share: $0.75
  • Valuation: $10.78 million
  • Funding Goal: $124K - $1.23M
  • Deadline: September 3, 2025
  • Minimum Investment: $300
  • Risk Level: Speculative, illiquid investment with high risk of loss

 

Investor Considerations:

  • The NEPI platform serves as a comprehensive low-code operating system for AI applications
  • Strategic partnerships with industry leaders, NVIDIA and Qualcomm, provide technology validation
  • A $2.5 million DARPA contract in 2018 supported initial platform development
  • Targets rapidly expanding markets with hundreds of billions in projected value
  • Operates in a competitive AI software space requiring continued innovation and market penetration
 

 The Pantry Report  

USD – 

  • Natural Gas Storage – Actual: 96B | Forecast: 109B
  • Federal Funds Rate – Actual: 4.50% | Forecast: 4.50%
  • FOMC Economic Projections
  • FOMC Statement
  • FOMC Press Conference
  • TIC Long-Term Purchases

 

Major earnings expected today:

  • Korn Ferry: Management consulting firm quarterly results
  • GMS Inc.: Building materials distributor earnings
  • Smith & Wesson Brands: Firearms manufacturer quarterly update
 

 À La Carte 

Thyssenkrupp CEO Battle Escalates: Deputy chairman Juergen Kerner will vote against CEO Miguel Lopez's contract extension at Friday's board meeting, citing "fundamental mistrust" over failed steel unit turnaround promises. Major escalation in conflict between management and workers over the German conglomerate's restructuring, particularly the iconic steel division divestiture efforts.

 

Russia Economy Overcooling Warning: Sberbank First Deputy CEO Alexander Vedyakhin warns the Russian economy could cool excessively due to high interest rates, projecting 1-2% growth in 2025 below the government's 2.5% target. "Danger of economy overcooling and that we may not be able to come out of this slump," ahead of the St. Petersburg economic conference.

 

China STAR Market Expansion: Securities regulator announces new "growth segment" on Shanghai's tech-heavy STAR Market to host pre-profit growth companies, supporting innovation amid escalating U.S.-China tech tensions. The move comes as Chinese companies line up for Hong Kong listings in a rebounding stock market.

 

Energy Giants Target Southeast Asia Gas: Shell commits $2.12 billion, increased Malaysia investment over 2-3 years, as energy majors pour money into gas exploration for AI power demand. Wave of investments as European majors pivot back to profitable conventional fuels while Southeast Asian governments seek affordable local supplies.

 

Musk's xAI Burns $1 Billion Monthly: Elon Musk's AI startup is consuming $1 billion per month as advanced AI model costs race ahead of limited revenues. The company is trying to raise $9.3 billion in debt and equity with plans to spend more than half in the next three months, illustrating unprecedented AI industry financial demands.

 

Meta's $100 Million Talent War: Sam Altman reveals Meta offered up to $100 million signing bonuses to poach OpenAI employees, though efforts haven't succeeded. "I'm really happy that, at least so far, none of our best people have decided to take them up on that," as companies battle for top AI talent.

 

Hexagon Launches Nvidia-Powered Robot: Swedish industrial software company unveils Aeon humanoid robot built using Nvidia's full robotics stack for error-prone, repetitive tasks like equipment inspection and material handling. Robot gets smarter over time through digital twin training in Nvidia Omniverse.

 

MakeMyTrip $1.41 Billion Offering: Online travel company prices upsized equity offering of 16 million ordinary shares at $90 each, up from previously announced 14 million shares. Proceeds will fund Class B share repurchases from Trip.com Group as travel demand recovers.

 Today’s Special 

Wall Street is buying gold — this could pay much more

Big banks are going all-in on gold.

 

But history shows the real opportunity isn’t in the metal itself ...

 

It’s in this overlooked move that’s delivered up to 1,000x the gains.

 

This isn’t about silver or options. It’s about multiplying gold’s rise without ever owning it.

 

See the gold-based strategy that could supercharge your investments — watch the full briefing now.

 Nibbles 

Circle Internet Group (CRCL ⬆️ 3.6%): The stablecoin issuer got a regulatory appetizer boost as the Senate passed the Genius Act, establishing rules for stablecoins - the lifeblood of the crypto market. The legislation will create a framework for dollar-pegged tokens backed by reserves, giving Circle's business model some much-needed regulatory clarity and investor confidence.

 

Peloton Interactive (⬆️ 2.9%): The connected-fitness company rebounds after Tuesday's 12% decline when the Senate's budget bill omitted House provisions allowing health savings accounts for sports and fitness expenses. Sometimes a dead cat bounce tastes better than continued free fall.

 

Hasbro (⬆️ 0.9%): The toy maker gets a cost-cutting seasoning boost after laying off 3% of its global workforce, according to Wall Street Journal reports. CEO Chris Cocks had warned in April that tariffs could lead to layoffs and higher prices - now the company's serving up the efficiency gains investors crave.

 

Tesla (TSLA ⬆️ 1.1% premarket): The EV maker attempts another recovery recipe after Tuesday's 3.9% decline, following gains of 1.9% Friday and 1.2% Monday. Shares continue bobbing up and down ahead of this weekend's expected robotaxi launch - sometimes anticipation creates its own volatility seasoning.

 

Solar Stocks Recovery Attempt: After Tuesday's devastating sector selloff on Republican tax credit elimination plans:

 

Sunrun (RUN ⬇️ 0.9% premarket): Still digesting Tuesday's record 40% single-day plunge

 

Enphase Energy, First Solar, SolarEdge: All trading higher in premarket after previous session's carnage, proving even the most beaten-down sectors can find bargain hunters

 

Biomea Fusion (BMEA ⬇️ 25%): The clinical-stage diabetes and obesity biotech suffered a massive dilution disaster after pricing an underwritten public offering of 19.45 million shares and warrants at $2.00 per unit, raising $40 million gross proceeds. The deal includes pre-funded warrants priced at $1.9999 per unit - when biotech companies resort to sub-$2 pricing, investors always lose their appetite quickly.

 

UBS (⬇️ 2%): The Swiss banking giant got downgraded by Morgan Stanley from Equal Weight to Underweight, with analysts citing capital uncertainty and weaker earnings relative to peers. The firm cut its price target to CHF 26 from CHF 28, reflecting proposed Swiss regulatory changes requiring UBS to hold up to $24 billion more in capital. Morgan Stanley trimmed buyback assumptions to $3 billion annually, about 40% below consensus.

 

La-Z-Boy (LZB ⬇️ 2%): The furniture maker disappointed despite stronger Q4 sales, missing earnings expectations, and providing cautious guidance amid macro uncertainty. Q1 sales guidance of $490-510 million implies -1.2% to +2.8% growth, bracketing the $507.9 million consensus. CEO Melinda Whittington cited ongoing housing weakness and economic volatility.

 

Bitdeer Technologies (BTDR ⬇️ 3%): The Bitcoin mining firm fell after announcing a $300 million private placement of convertible senior notes due 2031, with an additional $45 million option for purchasers. The Singapore-based company plans to use proceeds for data center expansion and mining rig development, but dilution fears always leave crypto investors with indigestion.

 

Zoetis (⬇️ 0.9%): The animal-health company slipped after Stifel downgraded shares to Hold from Buy, reducing the price target to $160 from $165. Sometimes, even pet-focused businesses can't escape analyst pessimism.

📈 New Investors Are Jumping on This App That Gives You a FREE Stock — See How Easy It Is to Start Building Wealth With Just $1!***

 Food for Thought 

ETF Gainers:

  • GraniteShares 2x Long RDDT ETF (⬆️ 11.94%): Reddit bulls getting social media satisfaction with 1.5M volume
  • 2x Long VIX Futures ETF (⬆️ 10.88%): Volatility appetite returning with 24.9M volume
  • ProShares UltraShort Ether ETF (⬆️ 10.39%): Crypto pessimists feasting with 1.5M volume
  • ProShares Ultra VIX Short-Term Futures ETF (⬆️ 8.37%): Fear factor feeding bulls with 31.7M volume
  • GraniteShares 2x Short TSLA ETF (⬆️ 7.77%): Tesla skeptics getting their revenge with 2.6M volume

 

ETF Losers:

  • Teucrium 2x Long Daily XRP ETF (⬇️ 13.40%): Ripple optimists losing appetite with 1.1M volume
  • Volatility Shares Trust XRP 2X ETF (⬇️ 13.37%): Another XRP bull play turning sour with 167.2K volume
  • 2x Solana ETF (⬇️ 11.10%): Solana bulls suffering indigestion with 1.2M volume
  • Defiance Daily Target 2X Long RGTI ETF (⬇️ 10.60%): Rigetti Computing momentum cooling with 766.4K volume
  • Defiance Daily Target 2X Long RIOT ETF (⬇️ 10.09%): Bitcoin mining enthusiasm fading with 536.1K volume
 

 Takeways 

🥡 DOCTORS SHOCKED: This 'Forbidden' GLP-1 Secret Is Helping People Melt Away 30+ Pounds Without Dieting—And It Costs Less Than You Think!***

 

🥡 General Mills Ditches Artificial Colors: The food giant plans to remove synthetic dyes from all products by 2027, with school foods going dye-free by next summer, marking a second attempt amid consumer and government pressure—Will this natural shift impact food choices?

 

🥡 Raccoon-Sized Dinosaur Discovered in Utah: A 76-million-year-old fossil, Bolg amondol, has been identified, revealing a previously unknown species and a precursor to modern Gila monsters—What does this find tell us about Utah's ancient subtropical ecosystem?

 

🥡 Glow-in-the-Dark Axolotls Unlock Regeneration Clue: Scientists discovered that retinoic acid signals guide limb regrowth in these aquatic salamanders, offering vital insights for potential human healing methods and gene therapies—What does this tell us about the future of regenerative medicine?

🥡 Discover the missing pieces: Thousands of families are uncovering their true stories. Start now!***

 

 Where Did We Get This? 

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

  • Israel-Iran air war enters sixth day; Trump calls for Iran’s unconditional surrender – Reuters
  • India will not accept third-party mediation in relations with Pakistan, Modi tells G7 – Reuters
  • Iran will respond firmly if US becomes directly involved in Israeli strikes, says UN envoy – Reuters
  • Ukraine’s Zelenskiy seeks G7 support as Trump’s early exit puts damper on summit – Reuters
  • Collision between two ships in Sea of Oman caused by navigational error – UAE – Reuters
  • Israel launches airlift to bring home stranded citizens after Iran strike – Reuters
  • Japan’s Ishiba departs G7 with US trade deal, political future in doubt – Reuters
  • South Korea’s Lee tells Japan both countries should cooperate amid trade challenges – Reuters
  • Chinese flee Iran overland by bus to safety in neighboring countries – Reuters
  • Thyssenkrupp deputy chairman to vote against supervisory board chair pick – Yahoo Finance
  • Russia’s Sberbank warns economy faces risks from sanctions and capital outflows – Yahoo Finance
  • China set to segment STAR Market to boost innovation and attract more listings – Yahoo Finance
  • Energy majors lock onto Southeast Asia amid Israel-Iran war – Yahoo Finance
  • Musk’s xAI burns $1 billion, eyes commercial rollout in 2026 – Yahoo Finance
  • Hexagon launches new humanoid robot powered by Nvidia tech – Seeking Alpha
  • Meta lured with $100 million signing bonus to poach OpenAI employees, says Sam Altman – Seeking Alpha
  • Biggest stock movers Wednesday: UBS, BTDR and more – Seeking Alpha
  • Stock index futures inch up ahead of Fed’s interest rate decision – Seeking Alpha
  • Ryde takes 40% stake in Singapore EV rental firm – Seeking Alpha
  • MakeMyTrip prices $1.41B equity offering – Seeking Alpha
 
 
Privacy Policy | Advertiser Disclosure
 

Win a $50 Gift Card! 

Want to snag a $50 gift card? It’s easy! Just open 5 Market Munchies emails by Friday, June 20 to enter. 📨 Entries close at 11:59 PM sharp, so don’t miss out! The lucky winner will be randomly selected and notified via email with their prize.

Good luck!

* This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com.

*** When you buy through this link, Mode may earn a commission.

 

Designed with ♥ in the USA

Market Munchies and Mode Mobile communications are for informational purposes only, and are not a recommendation, solicitation, or research report relating to any investment strategy, security, or digital asset. All investments involve risk including the loss of principal and past performance does not guarantee future results.

Any information contained in this commentary does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. There is no guarantee that any statements or opinions provided herein will prove to be correct.

 

Unsubscribe: Email Preference Center 

© Mode Mobile 2025 One East Erie St., Suite 525, Chicago, IL 60611

Privacy Policy and Terms of Service