HAPPY SUNDAY TO THE STREET.

It’s a bird, it’s a plane, it’s… a tailwind for Hollywood studios and theater chains?

Warner Bros Discovery’s $WBD ( β–² 2.39% ) Superman netted nearly $23M in its Thursday night preview alone, the third-highest ever for a DC movie. And it’s expected to rake in a cool $140M by the weekend’s end.

Studios may have found their savior β€” and it’s not AI, it’s ROI.

β€” Brooks & Cas

CAST IN CONCRETE

Laying the Foundation

Amrize $AMRZ, a recent spinoff from Swiss building-materials firm Holcim, has quietly become North America’s largest cement producer.

Officially trading since June 23, the Chicago-based company also dominates the aggregates market β€” crushed rock used in construction β€” and has a sizable commercial roofing business.

These three core segments have industry tailwinds, and analysts are taking note.

Digging Into the Details

RBC Capital Markets’ Anthony Codling, who recently initiated coverage with an Outperform rating, called Amrize β€œan attractive, all-American growth story.” The company’s plans include mid- to high-single-digit annual revenue growth and a roughly 10% increase in pretax cash flow over the next three years.

Cement and aggregates are hardly glamorous, but the sector’s fundamentals are strong, per Codling. The regulatory difficulty of building new plants keeps supply tight, while construction activity supports steady demand.

In aggregates, where high transportation costs limit competition, Amrize holds the No. 1 or 2 spot in 85% of its markets. It operates over 1,000 facilities, including 462 aggregate sites and 18 cement plants, giving it unmatched scale.

Several analysts, including Truist Securities’ $TFC ( β–² 0.53% ) Keith Hughes, see the company’s US listing as a potential catalyst for multiple expansion. Hughes believes Amrize could follow the path of peers like CRH $CRH ( β–Ό 0.42% ) and Ferguson $FERG ( β–Ό 0.1% ), which saw valuation boosts after shifting listings stateside.

Waiting for the Spotlight

Management expects Amrize to generate more than $8 billion in free cash flow by 2028. While the company hasn’t announced a dividend yet, RBC’s Codling projects a 1.6% yield and anticipates modest buybacks.

Despite its $28 billion market cap, Amrize is still under the radar. It trades at a discount to US-focused peers like Martin Marietta Materials $MLM ( β–² 0.5% ) and Vulcan Materials $VMC ( β–² 0.35% ), and is more domestically concentrated than CRH, which maintains significant operations in Europe.

It may not have the hype of an AI stock or the flash of a fresh IPO β€” but with strong fundamentals and growing analyst interest, Amrize could be laying the groundwork for something much bigger.

Are you bullish or bearish on Amrize (AMRZ) over the next 12 months?

Login or Subscribe to participate

Sponsored by Money Pickle

Most people nearing retirement wonder if they’re truly on the best path. But they don’t always feel comfortable asking for a second opinion.

That’s where Money Pickle comes in.

A simple survey can connect you with licensed fiduciary advisors who specialize in retirement income planning. These are professionals legally required to put your interests first β€” and their job is to review your current strategy, identify any gaps, and offer objective guidance.

In other words? No pressure, no products, no sales pitch.

Just clarity, confidence, and answers to big questions about taxes, income stability, estate planning, and more β€”Β all in a matter of minutes.

BULLISH ON BILIBILI

Bilibili's Bernstein Boost

Bernstein is bullish on a Chinese internet stock β€”Β or, should we say, $BILIsh?

Bilibili $BILI ( β–² 4.03% ) is an online video entertainment company with a difference. It features high-quality user-generated content, as well as online games. Berstein analysts highlighted the "refreshing" nature of its content, while others argue its live comment feature is what sets it apart.

Whatever the catalyst, the firm’s analyst Boris Van believes the Shanghai-based company will Outperform. His price target of $28 represents a 30% upside on Friday's close. Bilibili American Depositary Receipts (ADRs) are traded on Nasdaq.

In Focus

Bernstein says that the company, founded by Xu Yi in 2009, is a leader in professional user-generated video content. Van highlighted Bilibili's new growth phase, particularly its AI capabilities that could sharpen ad targeting and boost revenue.

This month, Bilibili announced the launch of an AI tool, dubbed "Codename H," designed to assist video content makers with podcast production. According to Insider Monkey, it can create a 1,000-word video script in just six minutes.

Zacks notes that Bilibili’s stock price has excellent momentum, greatly outpacing the investment firm’s Radio and TV Industry sector price. The research company also points out that trading volume is increasing, which can be a bullish sign. The stock's annual EPS growth for the past three years is over 45%

Bilibili Willy Nilly

Investor sentiment is upbeat, with 34 out of 40 analysts rating the stock at Buy or Overweight. HSBC $HSBC ( β–² 1.3% ) upgraded Bilibili from Hold to Buy in 2025, setting a price target of $22.50, which the stock has already exceeded.

But it’s also worth noting the company faces serious competitors in the China-based online video sector, including well-known brands such as JD.com $JD ( β–Ό 0.97% ), Tencent Music Entertainment Group $TME ( β–² 4.45% ), and JOYY $JOYY ( β–Ό 1.89% ).

With fresh AI tools and upbeat analysts, China’s video app could be entering a blockbuster chapter. However, it's also a highly competitive space that may come under regulatory review.

Are you bullish or bearish on Bilibili (BILI) over the next 12 months?

Login or Subscribe to participate

Sponsored by Money Pickle

Many retirees are surprised to learn how much taxes can eat into their income β€” even after they stop working. It doesn’t have to be that way.

In mere minutes, Money Pickle can connect you with fiduciary financial advisors who specialize in retirement tax strategy. Take a quick survey for a simple, FREE second opinion on your current plan β€” including how to reduce unnecessary tax burdens on your Social Security, RMDs, or investment withdrawals.

You’ll get objective insights, not a sales pitch. Fiduciaries are legally required to act in your best interest, not push products. A small change in how you withdraw or allocate funds could save you thousands.

TRIPPING UP OR TAKING OFF?

High Hopes for Atai

Investors eyeing psychedelics might not be tripping β€” even though the sector has struggled in recent years. A political shift, along with potential clinical breakthroughs, could present an opportunity.

Atai Life Sciences $ATAI ( β–² 3.82% ), currently undergoing a merger with Beckley Psytech, has gained more than 17% in the past month. The deal is one reason for the stock's gain; another is optimism about Beckley's nasal spray depression treatment trials.

Details of its BPL-003 trial showed positive results for a synthetic form of mebufotenin, found in some plants and toads. In a study of nearly 200 patients with depression, a single 8mg dose was found to be twice as effective as in the control group. The drug also performed well in terms of safety, which is often the sticking point in the field.

Political Backers

Alongside the exciting scientific developments is strong government support. Both Health Secretary Robert F Kennedy Jr and Surgeon General nominee Casey Means are open to the possibilities that psychedelics offer. That’s critical in a scientific field that has faced stigma through its association with street drugs.

The Food and Drug Administration (FDA) has been supportive for a few years now, granting β€˜Breakthrough Therapy’ status to a number of psychedelic drugs such as psilocybin (found in mushrooms), LSD, and DMT.

That doesn’t mean the agency is relaxing rules completely, though. Last year, it rejected Lykos Therapeutics’ MDMA-based therapy for PTSD.

Mind the Comedown

The Wall Street Journal suggests now might be a good time for investors to enter the sector, as institutions are starting to overcome their risk aversion when it comes to psychedelics.

However, companies in this sector face significant hurdles, as so much is dependent on successful clinical trials. Not only do new treatments have to pass through a lengthy FDA approval process, but they may also need the DEA to reschedule the drug.

For example, Compass Pathways $CMPS ( β–² 0.95% ) stocks plummeted in June after late-stage trial results for its psilocybin depression treatment disappointed.

With backers in the government and encouragement from the FDA, Atai could go higher than a hippie at a Grateful Dead gig. But one failed trial could also turn into a very bad trip.

Are you bullish or bearish on the psychedelics sector over the next 12 months?

Login or Subscribe to participate

LAST WEEK’S POLL RESULTS

Are you bullish or bearish on Ambarella $AMBA ( β–Ό 0.96% ) over the next 12 months?

β–‡β–‡β–‡β–‡β–‡β–‡ πŸ‚ Bullish

β–‡β–‡β–‡β–‡β–‡β–‡Β πŸ» Bearish

And, in response, you said:

  • πŸ‚ Bullish β€” β€œGut.”

  • 🐻 Bearish β€”Β β€œAnother pie in the sky!”

Are you bullish or bearish on Electronic Arts $EA ( β–² 0.09% ) over the next 12 months?

β–‡β–‡β–‡β–‡β–‡β–‡ πŸ‚ Bullish

β–‡β–‡β–‡β–‡β–‡β–‡Β πŸ» Bearish

And, in response, you said:

  • πŸ‚ BullishΒ β€”Β β€œProbably more likely than not to increase; but other external 'factors' may weigh the stock price down...”

  • 🐻 Bearish β€” β€œJust another game kids can waste time on.”

Are you bullish or bearish on Lyft $LYFT ( β–² 0.07% ) over the next 12 months?

β–‡β–‡β–‡β–‡β–‡β–‡ πŸ‚ Bullish

β–‡β–‡β–‡β–‡β–‡β–‡Β πŸ» Bearish

And, in response, you said:

  • πŸ‚ BullishΒ β€”Β β€œSelf-driving still has a ways to go.”

  • 🐻 Bearish β€” β€œMore rideshare companies are coming online with and without automation, so increasing market share and margin is difficult.”

Reply

or to participate