Archives June 2025

Here’s How Much the U.S. Imports From Mexico



Trade with Mexico is enormously important to the United States. In 2024, the U.S. imported approximately $506 billion in goods from Mexico. That’s approximately 15% of all imports by dollar value, making Mexico the U.S.’s largest import trading partner and ousting Canada and China.

Key Takeaways

  • Mexico is the United States’ largest import partner. In 2024, the U.S. imported $506 billion worth of goods from its southern neighbor, more than from China or Canada.
  • The United States-Mexico-Canada Agreement (USCMA) is a large factor in the successful trading relationship between the U.S. and Mexico.
  • China was previously the largest U.S. trading partner, but increased tariffs in the late 2010s caused U.S. businesses to nearshore production.
  • The largest imports from Mexico include cars, motor vehicle parts, and computers.

United States-Mexico-Canada Agreement (USCMA)

The United States, Mexico, and Canada have closely integrated economies due to the United States-Mexico-Canada Agreement (USCMA), which replaced NAFTA in 2020. USCMA updated the older free trade agreement and added new rules for digital trade, labor protections, and environmental standards.

USCMA stipulates that 75% of auto components must be made in North America to qualify for tariff-free status, a rule intended to increase regional production. It also requires that at least 40% to 45% of auto production in North America be done by workers earning at least $16 an hour. The goal is to close the gap between labor costs in the U.S. and Mexico.

This rule provides stability for businesses and lower costs for consumers. It also means better wages and labor rights for Mexican workers.

Imports From Mexico

The United States imports a large number of goods from Mexico. The top five import categories in 2023 were:

  • Cars: $44.9 billion
  • Motor vehicles; parts and accessories: $35.2 billion
  • Delivery trucks: $26.3 billion
  • Computers: $25.6 billion
  • Crude petroleum: $20.4 billion

Automobiles and auto parts are the most significant imports. Several large U.S. auto companies, including Ford and GM, have production plants in Mexico, making cars, engines, and other products that are then returned stateside for sale.

Other important imports include insulated wire, video displays, medical equipment, air conditioners, and beer.

U.S. Exports

While the U.S. imports a large amount from Mexico, its exports are also sizeable, totalling $334 billion in 2024.

The largest exports from the United States to Mexico in 2023 included:

  • Refined petroleum: $29.7 billion
  • Motor vehicles; parts and accessories: $17.7 billion
  • Petroleum gas: $8.87 billion
  • Combustion engines: $5.84 billion
  • Corn: $5.27 billion

Fast Fact

In addition to goods, the U.S. also imported $44.8 billion worth of services in 2023.

What About China?

China used to be the United States’ largest import partner. However, in the late 2010s, during the tariff wars initiated by the first Trump administration, businesses faced many issues, such as rising costs and political tension.

Many companies started to nearshore production, moving production closer to the United States, and Mexico was a clear choice. This resulted in Mexico surpassing China as the U.S.’s largest import partner in 2023. The U.S. imported $439 billion worth of goods from China in 2024.

The Bottom Line

Trade between the U.S. and Mexico has increased, thanks to initiatives like USCMA and a partial shift away from China.

The proximity, lower labor costs, and favorable trade terms have made Mexico an important player in the U.S. supply chain. At the same time, U.S. exports to Mexico are strong, making the relationship beneficial to both countries.



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How to Build Wealth in a Volatile Stock Market


Editor’s note: “How to Build Wealth in a Volatile Stock Market” was previously published in March 2025 with the title, “Beyond the Ups and Downs: Building Wealth in a Volatile Stock Market.” It has since been updated to include the most relevant information available.

The stock market has been anything but steady in early 2025. Since Donald Trump took office as the 47th President of the United States in late January, investors have endured a dizzying ride.

At first, markets stayed quiet—flat for about a month. But that calm quickly turned into chaos.

From mid-February to mid-March, the S&P 500 plunged 10% in just 20 trading days. Analysts blamed growing fears that Trump would ignite a global trade war. Those fears were realized on April 2, when Trump launched his “Liberation Day” tariffs. The move triggered a historic two-day, 10% drop in the index—marking the fifth-worst two-day crash on record.

Then came the snapback.

One week later, Trump announced a 90-day pause on those same tariffs. The market roared back. The S&P 500 surged 9.5% in a single session—the start of a massive 20% rebound over the next month.

In just 90 days, stocks had crashed 20%, then fully rebounded. That kind of volatility hasn’t been seen since the pandemic era, and it’s reshaping how investors think about political risk and policy shockwaves in 2025.

This has been arguably the most volatile and violent stock market ever. And given that Trump has been the trigger – and that he will be in the White House for the next four years – investors are naturally asking themselves:

Is this intense volatility Wall Street’s ‘new normal’?

It may be… 

A Bumpy Ride Higher: Why We Expect Stock Market Uncertainty to Continue

Don’t get me wrong. I think stocks are going higher over the next few years. 

We’re somewhere in the middle of the AI Boom. Tech booms like these tend to last five to six years or longer. Just look at the Dot Com Boom, which started in 1995 and lasted through 1999 – five years of strong gains. The Nasdaq Composite rose about 582% during that time, while the S&P nearly tripled. 

This AI Boom started in 2023. I think we have another two to three years of exceptional growth left in AI stocks. And that growth should drive the whole market higher.

However… I don’t think it’ll be a smooth ride higher…  

Largely because of U.S. President Donald Trump, who promises to change a lot of things. 

He wants to renegotiate trade deals and restructure global trade, rethink America’s global military presence, and cut federal spending. He wants to reduce taxes, expand America’s borders, and reshore manufacturing activity, among other things. 

Clearly, he aims to change a lot. 

Now, I won’t offer an argument as to whether these proposed changes are good, bad, or neutral. 

But I will state the obvious: It’s a lot of change. And change is uncomfortable – especially for investors… 

Because change equals uncertainty. That doesn’t mean this policy shakeup won’t push stocks higher in the long term. It may. 

It simply means that, along the way, stocks will continue to be volatile – just like they’ve been over the past few months.



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What To Expect in the Markets This Week



Key Takeaways

  • The May jobs report due Friday comes as the Federal Reserve faces pressure to lower interest rates.
  • Fed Chair Jerome Powell is scheduled to deliver remarks this week, with Philadelphia Fed President Patrick Harker, Dallas Fed President Lorie Logan, and Chicago Fed President Austan Goolsbee also on the calendar.
  • Updated data on the U.S. trade deficit, consumer credit levels, factory orders, and construction spending is also expected.
  • Earnings reports are scheduled from CrowdStrike, Broadcom, Dollar Tree, Five Below, and Lululemon.

Updated employment data for May, comments from Federal Reserve Chair Jerome Powell, and several noteworthy tech and retail earnings reports highlight this week’s economic calendar.

The week follows a close to May trading, which was generally upbeat for stocks, featuring strong performances from the S&P 500 and Nasdaq Composite. Recap Investopedia’s coverage of last Friday’s trading here. The week also brought the latest set of trade ructions, with President Donald Trump on Friday raising fresh questions about the state of affairs with China.

In addition to a jobs report due Friday, investors also will be watching for reports on job openings and private-sector payrolls. Updated data on the U.S. trade deficit and consumer credit levels will be in focus, as will manufacturing and services industry data, including the Purchasing Managers Index (PMI), construction spending, and factory orders.

In addition to Powell’s comments on Monday, Fed representatives speaking this week include Philadelphia Fed President Patrick Harker, Dallas Fed President Lorie Logan, and Chicago Fed President Austan Goolsbee.

Market watchers will be tracking expected earnings reports from Broadcom (AVGO), CrowdStrike Holdings (CRWD), Hewlett Packard Enterprise (HPE), Dollar Tree (DLTR), Dollar General (DG), and Five Below (FIVE). 

Monday, June 2

  • S&P final U.S. manufacturing PMI (May)
  • ISM manufacturing PMI (May)
  • Construction spending (April)
  • Federal Reserve Chair Powell, Dallas Fed President Logan, and Chicago Fed President Goolsbee are scheduled to speak
  • Campbell’s (CPB) and Science Applications International (SAIC) are scheduled to report earnings

Tuesday, June 3

  • Factory orders (April)
  • Job openings (April)
  • Dallas Fed President Logan and Chicago Fed President Goolsbee are scheduled to speak
  • CrowdStrike Holdings, Ferguson Enterprises (FERG), Hewlett Packard Enterprise, Dollar General, Guidewire Software (GWRE), and NIO (NIO) are scheduled to report earnings

Wednesday, June 4

  • ADP employment (May)
  • S&P final U.S. services PMI (May)
  • ISM services PMI (May)
  • Federal Reserve Beige Book
  • Atlanta Fed President Raphael Bostic is scheduled to speak
  • Dollar Tree, Descartes Systems Group (DSGX), Five Below, PVH Corp (PVH), and Thor Industries (THO) are scheduled to report earnings

Thursday, June 5

  • Initial jobless claims (Week ending May 31)
  • U.S. trade deficit (April)
  • U.S. productivity – first revision (Q1)
  • Philadelphia Fed President Harker is scheduled to speak
  • Broadcom, Lululemon Athletica (LULU), Samsara (IOT), and Rubrik (RBRK) are scheduled to report earnings 

Friday, June 6

  • U.S. employment report (May)
  • Consumer credit (April)

Jobs Report Comes As Fed Faces Pressure on Interest Rates

The scheduled Friday release of the May U.S. jobs report will show whether the labor market continues to exhibit strength after employers added more jobs than analysts expected in April, as the unemployment rate remained at 4.2%.

Trump has been applying pressure on the Fed to cut interest rates from their current levels of 4.25% to 4.5%. Fed officials have said that they are in “wait-and-see” mode as the labor market remains strong and inflation comes under pressure from U.S. tariffs. 

Earlier in the week, market watchers will get updates on job openings, private-sector payrolls, and weekly jobless claims. 

Several Fed officials are scheduled to speak, including Federal Reserve Chair Powell, Dallas Fed President Logan, Chicago Fed President Goolsbee, and Philadelphia Fed President Harker. On Wednesday, the Fed’s Beige Book will provide more details on economic conditions throughout the country. 

The Thursday scheduled report on the U.S. trade deficit comes as tariff threats have pushed shippers to increase imports ahead of the expected import taxes. 

Investors will also be watching manufacturing and services industry surveys scheduled for release this week, as well as updated data on consumer credit levels, factory orders, and construction spending.

Tech, Retail Earnings Reports in Focus

Chipmaker Broadcom’s scheduled financial report, due Thursday, comes on the heels of industry leader Nvidia’s (NVDA) report last week that showed continued demand for artificial intelligence (AI) products. Broadcom reported a 77% jump in its AI-related revenue in its most recent financial release as company executives forecast continued growth in that sector. 

Cybersecurity company CrowdStrike Holdings is expected to release its earnings on Tuesday. The firm said in early May that it planned to cut 5% of its workforce. Guidewire Software, which provides services to insurance providers, is also expected to deliver an update on its AI products Tuesday. 

Logistics software provider Descartes Systems Group is expected to release its earnings on Wednesday. Shippers continue to grapple with the impact of Trump’s tariffs on the supply chain.

With consumer sentiment surveys showing increasing concerns over economic conditions, investors will be watching reports from retailers for signals on spending. Scheduled reports from Dollar General on Tuesday and Dollar Tree and Five Below on Wednesday will provide a look at consumer traffic at those stores. Campbell’s scheduled report on Monday will shine a light on food spending, while fashion brands Lululemon and Calvin Klein parent PVH also will be reporting.

Other noteworthy reports this week include Chinese electric vehicle maker NIO, a competitor to Tesla in that country, and information technology provider Hewlett Packard Enterprise



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Costco Stock Has a Big Price Tag. Some Investors Are Eyeing a Rare Split



Key Takeaways

  • Costco’s shares finished the week with a price tag over $1,000 apiece, putting them in comparatively rarified company among those of S&P 500 companies.
  • The stock’s rise has offered investors a fresh opportunity to wonder whether the company might split its stock—which hasn’t happened since 2000.
  • CFO Gary Millerchip in December said that making the shares comparatively cheap is less useful to investors now than in years past because of the availability of fractional shares. 

Shoppers are fans of Costco’s prices. Could the warehouse giant’s stock get a smaller price tag, too? 

That’s on some investors’ minds lately, with shares of Costco Wholesale (COST) among the most-expensive—on a straightforward price-per-share basis—in the S&P 500: The stock, which closed Friday at around $1,040, was one of a dozen with a four-digit share price. (Topping the list, for those who track such things, was NVR (NVR), shares of which ended the week above $7,000 apiece.)

Costco’s shares have gotten there in part due to a rise of roughly 25% over the past 12 months, and now there’s renewed chatter about whether the company might choose to split the stock. (Stock splits do nothing to the value of a company—broadly, a 10-for-1 split means that instead of one $100 share, you have 10 $10 shares—but they’re sometimes taken as a bullish signal.) 

“We remain upbeat on the company’s ability to gain share going forward and believe shares are positioned for continued outperformance in the current backdrop. Catalysts from here, in our view, include a potential stock split,” Oppenheimer analysts—who have a bullish rating on the shares, along with a $1,130 price target that is above the Wall Street average as tracked by Visible Alpha—wrote late Thursday after Costco reported quarterly financial results

Talk of a Costco split bubbles up from time to time partly because the company rarely does them; it hasn’t happened since a two-for-one split in early 2000. Management was asked about splits at the company’s January shareholder meeting, with CEO Ron Vachris saying there was “nothing to report.” The company didn’t respond to Investopedia’s request for comment in time for publication.

CFO Gary Millerchip on a December conference call said that making the shares comparatively cheap is less useful to investors now than in years past because of the availability of fractional shares

“But we do also recognize that there’s a benefit of the stock feeling more affordable for our retail investors and employees who are very important constituents for us,” he said.  “So we’ll continue to evaluate over time.”



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The Top 10 Best Places for Recent College Graduates to Move



KEY TAKEAWAYS

  • Recent college graduates face a softening labor market as employers hesitate to hire amid tariff uncertainty.
  • They also have to contend with rent prices that surged in the wake of the pandemic.
  • Places like Austin, Raleigh and Minneapolis offer low rent-to-income ratios and a job market outlook suited for new graduates, a new report showed.

Some cities are better than others for recent graduates facing an uncertain job market and heightened rental costs, according to a recent report.

It has been harder for recent graduates to find a job as business leaders are slow to hire amidst the uncertainty of President Donald Trump’s tariffs. In addition, many graduates expect a much higher salary than they will likely get amid heightened costs, such as rent prices, which surged in the wake of the pandemic.

Recent graduates looking to relocate somewhere more affordable and with a strong labor market for those with a newly earned degree should consider places like Austin, Raleigh and Minneapolis, a report from Realtor.com found this week.

Realtor.com utilized economic data from major metropolitan areas to rank the best rental markets for recent graduates. Markets better suited for recent graduates typically had lower rent-to-income ratios and forecasted unemployment rates, as well as higher rental vacancy rates and a broad offering of jobs suited to recent college graduates.

Rank Market Rent-to-Income Ratio Rental Vacancy Rate Recent College Grad-Friendly Occupations Forecasted Unemployment Rate
1 Austin, Texas 18.9% 8.2% 29.4% 3.6%
1 Raleigh, N.C. 20.0% 9.0% 30.4% 3.3%
3 Overland Park, Kan. 20.6% 9.2% 25.5% 4.2%
4 Minneapolis, Minn. 19.7% 5.2% 27.3% 3.7%
4 St. Louis, Mo. 20.8% 8.0% 25.1% 4.0%
6 Richmond, Va. 23.2% 8.2% 25.3% 3.3%
7 Pittsburgh, Penn. 22.3% 8.7% 24.3% 4.1%
8 Scottsdale, Ariz. 22.5% 7.9% 23.0% 3.7%
9 Richardson, Texas 22.4% 8.9% 24.4% 4.0%
10 Atlanta, Ga. 24.1% 9.3% 24.7% 4.1%

Renters between the ages of 25 and 34 pay less for rent in these top markets compared to the national average. These renters typically pay well below the standard benchmark for consumers, which is 30% of their income on housing.

Additionally, higher rental vacancy rates mean recent graduates will have more options when looking for housing.

Recent college graduates in these markets will likely find more jobs requiring a bachelor’s degree but no prior experience. The forecasted unemployment rate for the majority of these markets is lower than or equal to April’s national average of 4.2%, the most recent figure from the Bureau of Labor Statistics.



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AI Glasses Are Coming to Kill the iPhone


You may not realize it yet, but the smartphone is on its way out.

That sleek, glowing rectangle that’s been glued to your hand for over a decade—the symbol of the Mobile Internet Era—is heading for obsolescence.

Why? Because we’re entering the Age of Artificial Intelligence—and AI doesn’t want your thumbs or your screen.

It wants your eyes, your ears, and your intent.

And to deliver on that vision, it needs a new device.

The iPhone’s Successor: Smart Glasses

The next dominant tech form factor won’t live in your pocket. It’ll sit on your face.

This isn’t some futuristic prediction—it’s already happening.

Here’s what went down just this week:

  • Alphabet (GOOGL) announced a $150 million partnership with Warby Parker to launch AI-powered smart glasses by 2026.
  • OpenAI acquired Jony Ive’s AI hardware startup for $6.4 billion. (Ive designed the original iPhone.)
  • Ive will lead OpenAI’s hardware efforts to create a new generation of AI-native devices.

Meanwhile, Meta Platforms (META) is pushing its Ray-Ban smart glasses hard—sales tripled this year. It’s also developing Orion, a stealth project for finger-controlled AI eyewear.

Amazon (AMZN) is still shipping Echo Frames, leveraging Alexa as its voice-first interface for ambient computing.

And yes, Apple (AAPL) is reportedly extending Vision Pro into a lightweight, consumer-grade smart glasses format.

This isn’t a product cycle. It’s a platform shift.

And Big Tech knows: the company that replaces the smartphone wins the next 20 years.

Why AI Demands a New Interface

The smartphone ruled the 2010s because it matched the needs of the mobile internet: apps, touchscreens, scrolling, notifications.

But AI isn’t built for that.

AI thrives on real-time interaction, not manual input. It listens. It observes. It acts on your behalf. It’s ambient, proactive, and often invisible.

That’s why AI needs a screenless interface.

Smart glasses—equipped with cameras, microphones, displays, and context-aware AI—are the ideal interface for the ambient computing era.

They don’t require unlocking. They don’t pull you out of your world. They layer intelligence on top of your reality.

This is the leap from tap to presence. From input to interaction.

How to Invest in the AI Glasses Boom

Back in 2007, Apple didn’t just launch the iPhone—it created a $10 trillion mobile ecosystem.

That included:

  • App platforms (think Meta and Spotify (SPOT))
  • Networking infrastructure (Cisco (CSCO), Broadcom (AVGO), Qualcomm (QCOM))
  • Component suppliers (Skyworks (SWKS), Cirrus Logic (CRUS), Corning (GLW))

You didn’t need to invest in Apple alone to win—you could ride the ecosystem.

The same strategy applies to AI glasses. Here are the top companies poised to profit from the shift:

Key AI Glasses Suppliers and Enablers

  • Arm Holdings (ARM) and Qualcomm (QCOM): Chipmakers likely to power most AI glasses.
  • Nvidia (NVDA): Supplies AI accelerators that will handle on-device and cloud processing.
  • Sony Group (SONY): Industry leader in camera sensors, essential for computer vision.
  • Lumentum (LITE), STMicroelectronics (STM), Himax Technologies (HIMX): Optical components, LiDAR, and gesture sensors.
  • Ambarella (AMBA): Known for computer vision chips critical to spatial computing.
  • Corning (GLW): Already supplies Apple—well-positioned for smart glass and optics.
  • SoundHound AI (SOUN) and Twilio (TWLO): Voice interfaces and AI communication layers.
  • Unity Software (U): Provides real-time 3D rendering engines for AR overlays and spatial OS.
  • Okta (OKTA): Identity and security management for AI-native platforms.

The Big Picture

The AI glasses movement is about more than convenience. It’s a new computing paradigm—ambient, hands-free, always-on.

And it’s not science fiction.

With billions flowing into R&D and major players making their move, AI glasses could become the new standard interface for computing—just as smartphones once were.

The companies that help build, power, and scale this ecosystem could lead the next wave of generational tech gains.

Bottom Line

The smartphone changed how we accessed the internet.

AI glasses will change how we experience reality.

And just like last time, the biggest winners may not be the device makers—but the ecosystem builders.

The Mobile Internet Era is ending. The Ambient AI Era is beginning.

The iPhone is dead. Long live AI glasses.

Click here to learn more about some of the exciting investment opportunities we see emerging in this next wave of AI.

On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.

P.S. You can stay up to speed with Luke’s latest market analysis by reading our Daily Notes! Check out the latest issue on your Innovation Investor or Early Stage Investor subscriber site.



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These Are Stocks You Should Watch in June



Stocks soared in May, lifted by easing trade tensions between the U.S. and China, a strong end to first-quarter earnings season, and evidence the economy remains on solid footing. The S&P 500 and Nasdaq Composite both notched their best months since November 2023, rising 6.2% and 9.6%, respectively.

Trade policy is likely to remain Wall Street’s primary focus in June. With President Trump’s “Liberation Day” tariffs expected to go back into effect on July 9, investors will be hoping the White House strikes more trade deals in the coming weeks. Wall Street will also be watching Congress, where Republicans are hammering out the details of Trump’s ‘One Big, Beautiful Bill.’

Below, we look at a few stocks to keep an eye on this month.

Apple

Tariffs have been the primary focus of Apple (AAPL) investors in recent months, but their attention is likely to shift to artificial intelligence when the company hosts its Worldwide Developer Conference (WWDC) on June 9.

Last year’s WWDC saw the unveiling of Apple Intelligence, the company’s proprietary artificial intelligence offering. Executives touted Apple Intelligence’s personalization and privacy features, and showed off a few AI applications like image and emoji generators.

At this year’s WWDC, Apple is reportedly planning to release a software development kit that enables third parties to build features using the large language models underpinning Apple Intelligence. Apple has disappointed Wall Street and some users with its slow AI roll-out. Opening up Apple Intelligence to outside parties could satisfy the critics by accelerating the development of AI apps for the iPhone and other AI-enabled devices. 

Apple shares, weighed down by President Trump’s tariff threats, have lost about 20% of their value so far this year. 

Tesla

Now that CEO Elon Musk has left Washington, he’ll be spending much more time delivering on his promise to transform Tesla (TSLA) from an electric vehicle manufacturer to a leading artificial intelligence company. 

Tesla is reportedly aiming to launch its new robotaxi service on June 12 in Austin, Texas, about eight months after Musk first unveiled prototypes of the company’s completely autonomous “Cybercab” and “Robovan.” The rollout is arguably the most high-profile test yet of Tesla’s full self-driving software. The public and Wall Street’s perception of its success will likely affect how quickly Tesla expands the robotaxi service beyond its home turf of Austin.

The stakes are high for Tesla. Sales plummeted in the first quarter as consumers across the globe revolted against Musk’s controversial work with the Department of Government Efficiency. Shares shed more than 50% of their value between hitting a record high in mid-December and reporting disappointing first-quarter earnings in April. 

Musk’s decision to step away from government—first intimated during Tesla’s most recent earnings call—has resuscitated Tesla’s ailing stock. Shares are down about 14% since the start of the year but are up 60% from their lows in early April. 

Nike

Nike (NKE) is scheduled to report results for the quarter ending May 30 after the closing bell on Thursday, June 26, and investors will be bracing for signs tariff mayhem is weighing on earnings. 

Nike’s fiscal fourth-quarter report will be one of the first from a major U.S. consumer goods company to encompass the brief implementation of President Trump’s “Liberation Day” tariffs and the weeks when duties on Chinese goods started at 145%. 

Executives said on Nike’s last earnings call they expected tariffs on China and Mexico to cause profit margins to compress by 4 to 5 percentage points in the quarter. However, that forecast was in March, before tariff rates went through the roof, and Nike hasn’t updated its guidance since.

Granted, Nike has a relatively diversified supply chain. Bank of America analysts estimate it manufactures just 18% of its footwear and 16% of its apparel in China. Still, its results may give investors an idea of how April and May’s tariff mayhem will show up in the next round of corporate earnings. 

Nike shares have lost about 20% of their value since the start of the year. 

UnitedHealth Group

UnitedHealth Group (UNH) was the worst-performing stock in the S&P 500 in May, shedding about a quarter of its value. The company enters June with former CEO Stephen Helmsley, who led the company from 2006 to 2017, back in the driver’s seat to navigate a tangle of controversies.

Shares tumbled nearly 20% in a day mid-month when the healthcare giant withdrew its full-year earnings guidance, citing elevated care activity and costs, and announced its CEO was stepping down “for personal reasons.” The stock slumped by double-digits again just days later following reports the Justice Department was investigating UnitedHealth for Medicare fraud. No sooner had shares recovered from that sell-off than the stock tanked again after a report the company paid nursing homes secret bonuses to reduce hospital transfers.

Despite the investigations and difficult business environment, May’s slump has left the stock at a historically low valuation. Of the 16 UnitedHealth analysts tracked by Visible Alpha, 13 rate the stock a buy. Wall Street’s average price target of about $415 represents nearly 40% upside from the stock’s close at the end of May. 

UnitedHealth shares have lost 40% of their value since the start of the year. 

Solar Stocks

Solar stocks tumbled in May after the House of Representatives approved tax and spending legislation that, if enacted, would effectively kill Biden-era tax credits meant to promote residential and industrial solar projects. The bill takes a “sledgehammer” to the clean energy provisions of Biden’s Inflation Reduction Act, according to Jefferies analysts, who called it a “worse than feared” scenario for the solar industry. 

Shares of Enphase Energy (ENPH) and SunRun (RUN) tumbled 20% and 37%, respectively, the day after the House’s vote, while First Solar (FSLR) stock slid 4%. 

The bill now goes to the Senate, where lawmakers could propose revisions that would need to be reconciled with the House’s version to reach the president’s desk. Republicans on Capitol Hill have given themselves a July 4 deadline, meaning any reprieve for solar companies is likely to come in the next month.

Shares of Enphase Energy are down about 40% since the start of the year, while SunRun and First Solar have shed 19% and 10%, respectively. 



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How to Find Healthy Stocks in a Fast Food Market


Let me outline a familiar scenario for you.

It’s been a long day at work. Your meeting ran long and your boss was a jerk. Traffic was brutal and now you’re finally home.

Tired and hungry, you open the refrigerator, trying to drum up something for dinner.

You stand there with the door open and stare blankly.

Maybe you can cobble something together … maybe there’s some leftover chicken … a few vegetables (if they haven’t gone bad). Make some rice?

But sometimes, it feels like too much. So, you do what millions of Americans do every night: you pick up your phone and order fast food.

You know this isn’t the healthy choice, but you’re hungry and this is the most convenient option. With DoorDash, Uber Eats and other services, it’s the easiest, fastest route to dinner.

We know so much now about nutrition and how important it is for a long and healthy life… and yet, we often won’t make nutritious choices.

More than 40% of American adults are now classified as obese, according to the Centers for Disease Control and Prevention (CDC). The cause of that isn’t ignorance of what’s healthy.

In fact, some of the rules are easy: eat more real food, avoid processed food, don’t drink soda. But because it takes a daily discipline, we have a hard time doing what we know is right.

Investing can be like that too.

Today I’m going to try to make it a little easier.

Investing Isn’t Difficult

The basic principles of good investing are widely accepted and not a secret: buy low and sell high.

Sounds easy.

The hard part is the execution.

The truth is that the average American puts nearly zero effort into their personal finances.

In 2024, the Bureau of Labor Statistics released survey data on how Americans spend their time. After “sleeping,” and “working,” “watching TV” came in as the most time-intensive activity for survey respondents.

That clocked in at 2.67 hours per day.

And how much time, on average, was allocated to personal financial management?

0.08 hours per days…or less than five minutes.

In other words, the average person spends more time enjoying their coffee each morning than they do preparing for their financial future.

I’m as guilty as anyone.

We’ve all failed the same way. We want to get rich on stocks to we try to capitalize on an investing fad. We hear about a hot stock and go chase the crowd.

What does the company do? What are its earnings and sales?

Doesn’t matter. Can we get in now and catch the uptrend?

That’s investing junk food. It may appeal right now, but it’s probably not good for you.

It’s easy to understand why people do this. The world moves a lot faster now, and volatility feels much greater than in past years.

Profits From a Diet of Healthy Stocks

In Accelerated Profits, investing legend Louis Navellier only trades the elite 1% of all stocks on the market today.

This isn’t “fast food.” He uses strict fundamental principles and highly selective quantitative analysis.

But here is the “easy” part: he zeroes in on the top stocks just about to hit their stride. These are great stocks, and Louis’ system says they’re on the launch pad and about to take off.

Some stocks are domestic; others will come from overseas. But they will all have one thing in common: the ability to hand investors double- or triple-digit profits in a matter of weeks and months.

And the service only focuses on stocks. There’s also no minimum investment required, so you only invest whatever you feel comfortable with.

It’s as easy as that.

A great example of how this strategy pays off comes from a pick Louis made earlier this year.

A Superior Stock on the Upswing Today

Back in March, Louis recommended Robinhood (HOOD) to his Accelerated Profits subscribers. You probably know the name… it became a media darling during the Covid pandemic when everyone was in lockdown and chasing stock profits.

Here is what Louis wrote about Robinhood and the opportunity today.

Today’s Robinhood is a registered broker-dealer enabling users to trade stocks, ETFs, ADRs, options, gold and even cryptocurrencies.

The latter is particularly interesting – and a big opportunity for the company.

You may know that the Trump administration is determined to make the U.S. the cryptocurrency trading leader. The SEC was openly hostile to cryptocurrencies under the Biden administration. But under Trump, the SEC is no longer regulating crypto tokens, and it is suddenly more proactive in establishing a positive regulatory framework for cryptocurrencies.

Robinhood’s platform allows its users to trade crypto – all of the popular cryptocurrencies like Bitcoin and Dogecoin –at the lowest cost on average in the U.S.

Given the popularity and easily accessible platform to all investors and traders, Robinhood boasts stunning forecasted earnings and revenue growth. In the fourth quarter, revenue soared 115% year-over-year to $1.01 billion and earnings surged 3,266.7% year-over-year to $1.01 per share. Analysts expected earnings of $0.52 per share, so Robinhood posted a 94.2% earnings surprise.

In the wake of its big earnings beat, analysts have doubled first-quarter earnings estimates in the past three months. First-quarter earnings are now forecast to increase 83.3% year-over-year to $0.44 per share, while revenue is expected to jump 48.4% year-over-year to $916.77 million. As you know, positive analyst revisions typically precede future earnings surprises.

Here is HOOD’s performance since that recommendation.

Trading around $64 as I write, the stock is still below Louis’ “buy below” price.

And Louis believes there are plenty of healthy stocks about to experience a similar growth trajectory.

He’s tracking a $10 trillion tidal wave that’s about to hit three specific sectors of the market.

He believes that if you position yourself correctly today, you’ll have the chance to see massive payouts in the months ahead.

He described what he’s seeing in a special, free presentation last week – the Liberation Day 2.0 Summit. Click here to watch the replay right away.

Louis revealed the name and ticker of his top way to play this trend for FREE during the presentation. You won’t want to miss it.

Maybe we can’t always eat healthy when we should. Sometimes, it’s just too difficult.

But we can invest in healthy stocks – those with superior fundamentals and institutional buying pressure – that can keep our financial lives healthy.

We can commit a little of that TV time to a proven system like Louis uses in Accelerated Profits to make our financial lives healthier.

Even if our diet isn’t.

Enjoy your weekend,

Luis Hernandez

Editor in Chief, InvestorPlace



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