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X @The Wall Street Journal
The Wall Street Journal· 2025-07-27 16:17
For eager home buyers, it was a slice of paradise on Florida's gulf coast. Now it's the worst housing market in America. https://t.co/OPZsiYYIoA ...
Reps. Khanna and Massie push to release Epstein files ‘for the victims’: Full interview
NBC News· 2025-07-27 16:15
And joining me now, a bipartisan duo who is teaming up to force a house vote demanding the release of the Epstein files. Republican Congressman Thomas Massie of Kentucky and Democratic Congressman Roana of California. Welcome to Meet the Press to both of you. Thank you. Thank you. Thank you both so much for being here. I want to start with a question for both of you. House Speaker Mike Johnson, who will be my next guest, has accused you of being hypocritical for pushing for the release of these files now an ...
5 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
The Motley Fool· 2025-07-27 16:05
Core Insights - Investors should focus on companies with strong growth potential, competitive advantages, and adaptability to technology trends Group 1: Nvidia - Nvidia is the leader in AI infrastructure, holding a 92% market share in Q1 [2] - The company's competitive edge lies in its CUDA software platform, which has been widely adopted in research and development [3] - Nvidia is expanding into new markets, including autonomous driving, while recently receiving approval to sell H20 chips in China [4] Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing is the leading chip foundry, producing chips for major companies like Nvidia and Apple [6] - The company has seen a rise in revenue from high-performance computing, which now constitutes 60% of its revenue, up from 52% a year ago [7] - TSMC's advanced manufacturing capabilities position it as a key player in the growing AI and autonomous driving markets [8] Group 3: Meta Platforms - Meta Platforms is leveraging AI to enhance its digital advertising capabilities, increasing user engagement on Facebook and Instagram [9] - The company is beginning to monetize WhatsApp and Threads, which have significant user bases, providing a long growth runway [10] - CEO Mark Zuckerberg is investing heavily in AI talent to achieve ambitious goals, positioning Meta as a potential leader in AI [11] Group 4: GitLab - GitLab is evolving into a comprehensive software development lifecycle platform, integrating AI to enhance development processes [12] - The introduction of over 30 new features in GitLab 18 aims to improve efficiency across the software development lifecycle [13] - GitLab's focus on AI-driven solutions positions it well for future growth in an increasingly AI-centric software landscape [13] Group 5: Toast - Toast is becoming essential in the restaurant industry by providing software that enhances operational efficiency and sales [14] - The integration of AI tools like ToastIQ is helping restaurants make data-driven decisions in real time [15] - As restaurants face economic pressures, Toast's technology solutions offer significant growth opportunities in a large and fragmented market [16]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-27 16:02
BREAKING: @theXtakeover Light and Drone Show 2025Unbroken and unrelenting, @Tesla has weathered the storms of the past months, emerging stronger and more resilient than ever. Alongside SpaceX, the duo is spearheading a sustainable revolution that will reshape the world.Thank you for all you’re doing for humanity. This light show is our dedication to you and the visionary leadership of @ElonMusk. Please enjoy.Thank you, @NLDS_DroneShows, for all the drones, and @Teslalightshows for building an epic story and ...
Homebuilding Headwinds Putting These 3 Stocks Under Pressure
MarketBeat· 2025-07-27 14:49
Core Viewpoint - The S&P 500 has seen a broad rally, but the homebuilding sector is struggling due to high mortgage rates, rising construction costs, and regulatory pressures [1] Group 1: Factors Affecting Homebuilders - High mortgage rates have persisted, with the 30-year fixed-rate mortgage fluctuating between 6.5% and 7% for nearly two years, significantly higher than the 2.67% seen in December 2020 [5] - Tariffs on construction materials such as steel, copper, and lumber are increasing costs, with year-over-year increases of 13.6% for fabricated steel plates, 15.1% for metal molding and trim, 18.9% for softwood lumber, and 24.2% for machinery equipment and parts [5] - An immigration crackdown is leading to labor shortages, particularly in the South and Midwest, where undocumented workers make up a significant portion of the construction workforce [4] Group 2: Market Performance and Company Analysis - D.R. Horton Inc. reported earnings that beat expectations, but year-over-year numbers still showed a decline, indicating potential challenges ahead for the sector [8] - NVR Inc. is facing headwinds due to its asset-light model and reliance on subcontractors, with expectations of further year-over-year declines in earnings [11] - Lennar Corp. is vulnerable due to its high-volume strategy, which is sensitive to macroeconomic pressures, and reported a 4.4% drop in year-over-year revenue [14] - KB Home, focusing on first-time buyers, is particularly affected by high prices and mortgage rates, with a reported revenue drop of 10.5% year-over-year [17]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-07-27 14:36
The US dollar will remain king for much longer than most people think.It is the weaker fiat currencies that are in real trouble. https://t.co/5zRzqogLvW ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Necessity Retail REIT, Inc. - RTL
Prnewswire· 2025-07-27 14:00
Core Viewpoint - Pomerantz LLP is investigating claims related to potential securities fraud or unlawful business practices by Necessity Retail REIT, Inc. following its merger with Global Net Lease, Inc. [1][2] Group 1: Investigation Details - The investigation focuses on whether Necessity Retail and its officers or directors engaged in securities fraud or other unlawful business practices [2] - Investors who received shares of Global Net Lease in connection with the merger on September 12, 2023, are encouraged to contact Pomerantz LLP [1] Group 2: Financial Projections and Market Reaction - The Offering Materials for the merger projected Adjusted Funds From Operations (AFFO) for the combined company of $399.8 million for 2024 and $409.0 million for 2025 [3] - Since the merger date, Global Net Lease's share price has declined by over 33% [3]
X @The Economist
The Economist· 2025-07-27 12:40
In bringing the Justice Department under his thumb, Donald Trump is not just heeding his own druthers. He is also fulfilling a long-cherished conservative theory about the constitutional system https://t.co/0bMJ21b35b ...
Microsoft Q4 Preview: Azure Feeling Last Week's Heat?
Seeking Alpha· 2025-07-27 12:20
Company Overview - Microsoft is identified as the best-positioned hyperscaler for 2025, with a potential upside of at least 26% based on previous price targets [1] Investment Strategy - A family office fund in Vancouver focuses on investing in sustainable, growth-driven companies to maximize shareholder equity [1] - The fund aims to meet growth-oriented goals while democratizing financial literacy and simplifying complex macroeconomic concepts [1] Analyst Background - The analyst has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [1] - The analyst's newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter and aims to provide accessible investment ideas [1]
X @Ivan on Tech 🍳📈💰
Ivan on Tech 🍳📈💰· 2025-07-27 11:36
The UK makes me so bullish BitcoinBitcoin is the index of peoples resentment and distrust of governmentBitcoin is going to infinityNo Arm Whatley (@WhatleyLeague):> Wake up> New UK law banning +18 content without ID verification> Banned from opening channels on my own Discord server> MY DISCORD SERVER. THAT I OWN.I'm tired of defending the UK.It truly is shit to be British. https://t.co/GT23iFdnbe ...