Well, for more on how this might impact markets and investors, let's bring in Terry Haynes. He is founder of political forecasting firm Fangia Policy and former head of US policy and political analysis at Evercore ISI. Terry, it's great to have you on.Let's start right there. Can we get a bill across the finish line here by July 4th. And how much now hinges on the Senate bill going back to the House to do it.Good afternoon, Morgan and John. Uh firstly, I think it's entirely possible that they can get it don ...

Market Overview - The stock market has shown resilience in June following a significant rally from April lows, with the Nasdaq and S&P 500 maintaining their positions ahead of the second quarter earnings season starting in mid-July [1] - The bullish sentiment is supported by ongoing trade war progress, controlled inflation, and growing corporate earnings [1] Investment Strategy - Investors are encouraged to remain engaged with the market and continue purchasing stocks, even amid bearish sentiment [2] - A recommended approach for stock selection in June includes targeting companies with improving earnings outlooks that achieve a Zacks Rank 1 (Strong Buy) and demonstrate efficient profit generation [2] Return on Equity (ROE) - ROE is a critical metric for assessing a company's ability to generate profits from shareholder equity, calculated as net income divided by shareholder's equity [3] - A higher ROE indicates effective management in creating value and controlling costs, while a decline in ROE may signal potential issues [4] Stock Screening Criteria - The screening process includes several parameters: - Zacks Rank equal to 1, indicating strong earnings estimate revisions [4] - Stock price greater than or equal to $5 to avoid volatility [5] - Price/Sales Ratio less than or equal to 1 for better value [6] - Broker Rating of Strong Buy equal to 100% [7] - ROE greater than or equal to 10% to filter out underperforming companies [7] Company Spotlight: Marubeni - Marubeni (MARUY) is a Japanese trading and investment conglomerate involved in a diverse range of products and services across nearly 70 countries [9] - The stock has appreciated 250% over the past decade, outperforming the S&P 500's 200% increase, and is currently trading at a 35% discount to its sector [10] - Marubeni's ROE stands at 13.5%, significantly higher than the industry average of 3.13%, and it offers a dividend yield of 2.71% [11]

Joining me now is Matt Stucky. He's the chief portfolio manager for equities at Northwestern Mutual Wealth Management. And Matt, you know, markets seem to be taking a breather today after yesterday's bounceback.How do you think investors are processing the latest risks here. Not just tariffs and inflation, but now that escalating geopolitical headwinds are on the table, that's another risk that we're going to have to deal with. Well, good morning, Ally.Thanks for having me back. Um yeah, there is no shortag ...

Company Overview - Madrigal Pharmaceuticals, Inc. is a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), a liver disease with high unmet medical need [3] - The company's medication, Rezdiffra (resmetirom), is the first and only FDA-approved treatment for MASH with moderate to advanced fibrosis [3] Equity Awards Announcement - On June 15, 2025, Madrigal granted equity awards to 36 new non-executive employees as part of its 2023 Inducement Plan [1] - The total equity awards included options to purchase 2,184 shares of common stock and 21,125 time-based restricted stock units [2] - The exercise price for the options is set at $295.57 per share, equal to the closing price on the grant date, with a vesting schedule that includes 25% vesting on the first anniversary and 6.25% vesting quarterly thereafter [2]

Editor's note: Seeking Alpha is proud to welcome Alessio Garzone as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a finance professional with over ten years of experience in the markets, specializing in macroeconomic analysis, portfolio management, and equity research. I work as a portfolio manager at an Italian asset management firm, where I over ...

🚨BREAKING: xAI in talks to raise $4.3B in equity funding via Bloomberg https://t.co/00YWh4X49S ...

[Music] I want to have an inconvenient conversation. And let's face it, no one likes an inconvenient conversation. It's awkward, uncomfortable, maybe even makes us squirm in our seats.But here's what I know for sure. The conversations we avoid are the ones that often we most need to have. And so today, I want to talk about diversity, equity, and inclusion, but not in the way you're used to hearing it.I don't want to talk about race or gender or even who we love. Instead, I want to talk about a piece of the ...

Key Takeaways NMIH is poised to capitalize on growth in the mortgage insurance sector. A robust reinsurance strategy helps NMIH manage credit volatility and access efficient growth capital. Earnings growth is supported by increased production of both monthly and single premium policies.Shares of NMI Holdings Inc. (NMIH) closed at $40.69 on Monday, near its 52-week high of $42.49. This proximity underscores investor confidence. It has the ingredients for further price appreciation. The stock is trading abo ...

Core Insights - The markets started 2025 positively but have faced increased volatility due to the Trump administration's tariff plans and geopolitical uncertainties, leading to cautious investor behavior [1] Company Analysis - StoneCo Ltd. (STNE) is projected to have a sales growth rate of 10.9% in 2025 and currently holds a Zacks Rank 1, indicating strong buy potential [12] - Cullen/Frost Bankers, Inc. (CFR) is expected to see a sales growth rate of 4.6% in 2025 and also holds a Zacks Rank 1 [13] - Intuit Inc. (INTU) is anticipated to achieve a sales increase of 15.1% in fiscal 2025, the highest among the highlighted stocks, and has a Zacks Rank 1 [14] - The Mosaic Company (MOS) is expected to grow sales by 11.5% in 2025 and currently has a Zacks Rank 2 [15] Investment Strategy - A focus on companies with strong sales growth and high cash balances is essential for identifying potential investment opportunities [6] - Key screening parameters include a 5-Year Historical Sales Growth (%) greater than the industry average and cash flow exceeding $500 million [6] - Additional metrics for stock selection include a P/S Ratio lower than the industry average, positive sales estimate revisions, operating margin greater than 5%, and a Return on Equity (ROE) greater than 5% [7][8][9]

Core Points - Gen Mobile has launched a federal Lifeline program to provide monthly government-subsidized service discounts for low-income and underserved households [1][2] - The Lifeline program offers eligible customers a free talk, text, and 4.5GB data plan, enhancing connectivity to essential services [2][3] - Gen Mobile is an approved Lifeline provider in 40 states, with plans to expand to additional states soon [3] Service Details - The Lifeline program is available in over 20,000 zip codes across the United States, with options for more data through additional state and Tribal subsidies [2] - Gen Mobile's no-contract plans start at $10 per month, allowing customers to apply their Lifeline benefit to further reduce their bills [4][5] - The company offers a convenient sign-up process for the Lifeline program, taking less than five minutes to determine eligibility [5] Company Commitment - Gen Mobile emphasizes the importance of high-speed mobile services for all Americans, aiming to bridge the digital divide and promote digital equity [3] - The company provides affordable phone options, including popular brands like Apple, Samsung, and Motorola, starting at $10 [5] - Gen Mobile operates on America's largest 5G networks, ensuring reliable coverage for its customers [4]