FEATURED: Stop Overpaying for Home Insurance (Financebuzz)

(NASDAQ: IMMR) Immersion (IMMR) trades 20% below its $9.69/share cash and securities value, offering a rare under-the-radar litigation catalyst. With 1,361 haptics patents and a strong history against big tech, a potential Valve settlement could reach $100M. Upcoming Russell 3000 inclusion for Barnes & Noble Education may boost IMMR’s 32.9% stake. Zero debt and insider buying add confidence. (Price at call: $7.68, Current price: $8.08, Analyst expectation: $9.68)

(NASDAQ: LENZ) This presbyopia innovator is set for a breakthrough with aceclidine drops offering 8–10 hours of vision correction, twice Vuity’s duration, and fewer side effects. With an FDA decision due 8/8/25, strong trial results and a $60 price point target 128M U.S. patients. Revenue could hit $70M by 2026 and $350M by 2028, backed by a $125M Asia deal. (Price at call: $30.05, Current price: $30.96, Analyst expectation: $33.50)

Carrier Global Corporation (NYSE: CARR) Carrier is now 85% focused on climate solutions after its Viessmann deal, unlocking big upside in HVAC and energy efficiency. With over 45M installed units but just 25% service revenue captured, its aftermarket business offers major growth. AI-driven demand and its QuantumLeap platform are set to double data center cooling sales by 2025. (Current price: $75.38, Analyst expectation: $80)

Jobs Report Positioning: June nonfarm payrolls, expecting 115,000 additions, could determine Fed policy trajectory and market sentiment. Recipe: Position for potential dovish surprise if numbers disappoint, favoring rate-sensitive sectors like REITs and utilities. Strong data supports continued economic momentum, but may delay rate cuts.

Trade Deal Momentum Strategy: Vietnam's success reduces tariff uncertainty while creating a template for remaining negotiations. Recipe: Focus on companies with significant international exposure that benefit from reduced trade friction. Industrial exporters and technology firms are particularly positioned to gain from diplomatic progress.

S&P 500 Inclusion Arbitrage: Datadog's index addition creates automatic buying pressure from passive funds managing trillions. Recipe: Monitor upcoming inclusion announcements as mechanical buying often drives near-term outperformance regardless of fundamentals. Market cap and liquidity thresholds identify potential candidates.

Activist Investment Catalyst: Starboard Value's Tripadvisor stake demonstrates continued activist appetite for undervalued assets. Recipe: Screen for companies with strong balance sheets trading below intrinsic value, where operational improvements could unlock shareholder returns. Travel and leisure sectors are particularly attractive post-pandemic.

Healthcare Sector Dislocation: Centene's guidance withdrawal creates buying opportunities among quality managed care operators. Recipe: Distinguish between systematic ACA marketplace issues versus company-specific execution problems. Well-managed insurers with superior risk assessment may gain market share from distressed competitors.

Bridgewater, founded by Ray Dalio, revealed in its latest 13F filings that it’s now buying gold.

It’s exactly what has been predicted: major hedge funds controlling billions are piling in.

Dalio and Bridgewater won’t be the last. They’re just the first.

Why? Two reasons:

First — With gold over $3,000, the best gold companies are practically printing money. My top four picks have Free Cash Flow many multiples higher than their valuations.

In plain English: You could buy the most profitable gold miners at discounts as deep as 90%. But these discounts won’t last as institutional buying accelerates.

If you want access to my top four picks, go here now.

Second—Bridgewater’s move kicks off a trend. And my research shows Buffett is likely to follow.

He’s sitting on $350 billion in cash. But U.S. Treasuries have lost up to 46% of their purchasing power vs. gold since September 2022.

At his last shareholder meeting, Buffett admitted:

“We wouldn't want to be owning anything that was in a currency really going to hell.”

Buffett’s next move? It is believed he’ll take a major position in gold.

It's even know which company he could be eyeing. And it’s trading 40% below fair value right now.

If you want the potential to “front run” Buffett and get the name and ticker of the miner it is believed he’ll buy, click here for details on the Buffett Indicator.*

What kept the House voting until 3 a.m.? A procedural hurdle just became the green light Trump needed. In a dramatic 219–213 vote, House Republicans pushed forward the rule governing debate on Trump’s $3.4 trillion tax-and-spending package, setting the stage for a final vote just hours later.

But can GOP unity hold under pressure?

Speaker Mike Johnson insists “we have the votes,” despite internal friction over deep cuts to Medicaid and safety-net programs. Trump, growing impatient, blasted the delay: “What are you trying to prove??? MAGA IS NOT HAPPY.”

Cost concerns nearly derailed the momentum. Fiscal conservatives bristled at the price tag—now higher than the Senate’s $2.8 trillion version—and swing-district Republicans feared voter backlash. Yet, GOP leadership kept the bill text unchanged to avoid sending it back to the Senate, risking a blown July 4 deadline.

One defection—Rep. Brian Fitzpatrick—wasn’t enough to stop the train. With the House locked in, Trump’s flagship legislation inches closer to passage. But the cost, political and fiscal, is far from settled.

USD News:

Upcoming Earnings Today

Pioneer AI Foundry Debt Offering: Company launches $2M private placement of senior unsecured 5% notes at $1,000 per unit plus warrants. Each unit includes 1,000 warrants exercisable at $0.30 for 60 months, targeting AI infrastructure funding needs.

Alpha Omega Settlement: Semiconductor company agrees to $4.25M payment settling US export control violations for allegedly shipping items to Huawei. Five-year investigation concludes without criminal charges, allowing normal business operations to continue.

UK Market Rebound: Starmer confirms Chancellor Reeves staying "many years," calming exit speculation. 30-year bond yields fall 12bp to 5.30% while pound recovers to $1.3656 after Wednesday's sharp selloff.

Nippon Steel Funding: Japanese steelmaker raising $5.6B through subordinated loans for US Steel acquisition financing. Three megabanks cover a 500B yen portion, while separately, 300B yen loan refinances existing debt.

Indonesia Trade Pact: Country signing $34B agreement with US partners ahead of July 9 deadline targeting 32% tariff reduction. The memorandum covers new investments and increased US purchases, addressing $17.9B trade surplus.

Euro Zone Services Recovery: PMI rises to 50.5 in June from 49.7, returning to modest growth after May contraction. Weak demand persists despite improving business confidence in the longest growth stagnation period on record.

Japanese Bond Volatility: 30-year auction draws strong 3.58 bid-cover ratio but yields rise across the curve on global fiscal spending concerns. 30-year yield jumps 7bp to 2.955% despite successful debt issuance.

Tesla Energy Storage Decline: Powerwall and Megapack deployments fall second consecutive quarter to 9.6 GWh from Q1's 10.4 GWh. Energy division unable to escape broader company operational challenges despite previous bright spot status.

OpenAI Robinhood Warning: Artificial intelligence company condemns Robinhood's "OpenAI tokens" sale, clarifying tokens don't represent equity ownership. OpenAI states no partnership involvement and requires approval for any equity transfers.

House Tax Bill Progress: Republicans Overcome Procedural Hurdle, Advancing Trump's Massive Spending Package Toward Final Vote. Late-night negotiations secure support for legislation, including clean energy phase-outs and immigration enforcement funding.

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Tesla (TSLA ⬆️ 1% premarket): EV giant extends Wednesday's 5% recovery feast after Q2 deliveries of 384,122 beat Wall Street's expectations despite marking the worst quarterly decline in company history (-13.5% YoY). Numbers topped estimates and Q1's 337,000 deliveries, ending a brutal six-session losing streak. Analyst bite: Better-than-feared results providing relief after operational concerns.

Datadog (DDOG ⬆️ 11%): Cloud monitoring platform soars on S&P 500 inclusion announcement, replacing Juniper Networks on July 9th following HPE acquisition. Bank of America naming it top Q3 stock idea adds extra seasoning to the $47B market cap celebration. Analyst bite: Index inclusion driving automatic buying from passive funds.

Tripadvisor (TRIP ⬆️ 6%): Travel platform gets activist appetite as Starboard Value builds 9%+ stake worth ~$160M. Activist investor's sizable position signals potential pressure for strategic changes at online travel review company. Analyst bite: Activist involvement often catalyzes operational improvements and value creation.

Centene (CNC ⬆️ 1.4% premarket): Healthcare insurer attempts modest recovery after historic 40% Wednesday massacre following guidance withdrawal. $1.8B risk adjustment revenue reduction created record daily decline amid ACA marketplace adverse trends affecting 22 of 29 states. Analyst bite: Dead cat bounce likely as fundamental issues remain unresolved.

Synopsys (SNPS ⬆️ 6%) & Cadence (CDNS ⬆️ 6%): Chip design software makers feast on the US lifting export restrictions to China, resolving the rare earths trade dispute. Both companies are restoring electronic design automation tool access for Chinese customers within three business days. Analyst bite: Trade tension easing removes significant revenue headwind.

Lucid (LCID ⬆️ 1.1%): EV maker serves up record Q2 deliveries of 3,309 vehicles, topping prior year's 2,394 and bringing first-half total to 6,418 (+50% YoY). Competitor Rivian's 19,301 half-year deliveries (-30% YoY) highlight Lucid's relative strength. Analyst bite: Production scaling showing progress despite challenging EV market conditions.

Theratechnologies (THTX ⬆️ 30%): Biotech explodes on CB Biotechnology acquisition at $3.01/share, plus up to $1.19 contingent value rights. Deal values company at up to $254M, representing 126%-216% premiums over pre-announcement levels following strategic review. Analyst bite: Acquisition premiums reveal the value of biotech assets.

Molina Healthcare (⬆️ 1.7% premarket): Fellow ACA insurer attempts recovery after Wednesday's 22% plunge on Centene contagion fears. Shared exposure to marketplace exchanges creates sector-wide concerns about adverse risk trends. Analyst bite: Distinguishing company-specific versus systematic issues is crucial for recovery.

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ETF Gainers:

ETF Losers:

🥡Win a Luxury Los Cabos Getaway for Six: You and five friends could win a 3-night stay in a private villa, complete with a zipline adventure, sailing trip, a $300 Visa gift card, and more, all while supporting a local animal organization—Ready to unwind in paradise and travel with purpose?

🥡 Del Monte Foods, the canned goods giant, filed for bankruptcy: The nearly 140-year-old company sought Chapter 11 protection, citing over $1.2 billion in debt, pandemic missteps, and changing consumer habits—What does this mean for the future of your favorite canned foods?

🥡 Heathrow Fire Report Unveils Critical Failings: An investigation into the electrical substation fire that shut down Heathrow Airport, disrupting 200,000+ passengers, revealed moisture as the cause and found National Grid had been warned about the fault seven years prior—What does this mean for airport infrastructure and safety?

🥡 Antarctica's Ocean Mysteriously Getting Saltier: Despite melting ice, the ocean around Antarctica is rapidly salinizing, leading to a record retreat of sea ice since 2015 and spelling the end for vital ecosystems and a major acceleration of global warming due to a newly discovered feedback loop—What does this unprecedented environmental change mean for our planet's future?

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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