Happy Sunday to everyone on The Street.

President Donald Trump apparently does not want a third term in office — or, at least, not in the White House.

Instead, he has his sights set on… the Vatican? The president recently posted an AI-generated photo of himself as the Pope, and called the papacy his “number one choice”.

It’s admittedly a strange pivot. But on the bright side, for all his myriad of powers, the Pope has no say on tariff policy…

How High Heineken

Is Heineken Tariff-Proof?

Almost two-thirds of Americans enjoy the occasional alcoholic drink. If you're one of them, you might understand why Barron's thinks Heineken $HEINY ( ▲ 0.2% ) is a Buy right now.

The publication recently raised a glass to the world's second-largest brewer, in part because it has limited exposure to US markets. Based in the Netherlands, Heineken has operations in over 70 countries, and just a third of its business comes from the US.

As tariff-weary investors turn their sights to Europe and other non-American markets, Heineken might quite literally be able to refresh consumers that other beers cannot reach.

Brew-tiful or Hungover?

Breweries are also viewed as recession-resilient. Even as consumers cut costs, they may hold on to relatively low-cost luxuries like beer. As equity manager Tweedy, Browne’s Roger de Bree put it, "It’s a lot cheaper than a BMW."

Heineken's Q1 results beat analyst expectations, but it warned of tariff uncertainty. Foreign exchange fluctuations and a shift away from premium products could slow the company's growth.

The other headwind for Heineken is a shift away from alcohol, especially for Gen Z and younger millennials. However, Heineken is already addressing this, taking market share with its 0.0 non-alcoholic lager and pushing into other low- or no- alcohol drinks.

Beer Goggles

Citi recently maintained its Buy rating on the stock, though it lowered its price target from 95 Euros to 93 Euros. That's still an 18% upside on Friday's close.

Other analysts also share Barron's optimism. According to MarketScreener, 16 out of 22 have it at a Buy or Outperform. The remaining 6 say it's a Hold.

In other words, if you want champagne stock on a beer budget, Heineken may be worth a closer look.

Wall Street’s Big Bet on Humanoid Robots

Humanoids on the Horizon

Morgan Stanley $MS ( ▲ 2.96% ) has its eyes on a new mega-market: humanoid robots.

It forecasts that 1 billion humanoid units could be deployed by 2050 — and the global humanoid industry could generate up to $4.7 trillion in revenue as a result. The firm sees this future fueled by rapid advances in robotics, strong enterprise demand, and supportive government policy.

Analysts Adam Jonas and Sheng Zhong believe companies that own both the "brains and bodies" of robots — hardware, software, branding, and ecosystems — are best positioned to win. Morgan Stanley says the industry could ultimately eclipse the size of today’s global auto market, which may see shrinking revenues in the decades ahead.

Early Movers

Morgan Stanley’s “Humanoid 100” — a proprietary index of the movers and shakers in the budding industry, including companies focused on components like sensors, semiconductors, and actuators — has outpaced the broader S&P 500 to start 2025.

China is already taking the lead. It’s not only the world’s top carmaker — it’s also the biggest robotics market. Seven of the top 10 performers in the Humanoid 100 are China-based.

In the US, Morgan Stanley sees a longer runway for adoption. Analysts expect deployment to scale meaningfully starting in the 2030s, with broader commercial use by 2040. By then, the firm projects the US humanoid market could generate around $240 billion in annual revenue, eventually reaching $1 trillion by 2050.

Who's in the Game?

Morgan Stanley flagged several "high potential" stocks tied to the humanoid trend. In particular, Tesla $TSLA ( ▲ 2.39% ) and Amazon $AMZN ( ▼ 0.12% ) are seen as leaders among humanoid integrators, both rated Overweight by the bank.

Meanwhile, NVIDIA $NVDA ( ▲ 2.59% ) , Alphabet $GOOGL ( ▲ 1.69% ) , and Meta $META ( ▲ 4.34% ) are focused on developing the underlying AI tech — the “brains” — powering these machines. The first, in particular, made waves recently with its Isaac GR00T N1 platform, an AI model designed to help humanoids mimic human movements and complete everyday tasks.

Overseas, Alibaba $BABA ( ▲ 4.34% ) and Shenzhen Inovance are also making strides in advanced robotics and motion control.

While Goldman Sachs $GS ( ▲ 2.22% ) sees a $38 billion market by 2035, Bank of America $BAC ( ▲ 2.24% ) is even more bullish, forecasting 10 million humanoid robot shipments by that time. Investors may have a while to wait, but if the banks’ projections prove correct, an early investment could pay off massively in the long run.

Together With RYSE

Tariffs Surge — This Tech Disruptor Moves Faster Than Global Shifts

Consumer electronics may have dodged the tariff bullet, but one smart home disruptor isn’t waiting for luck. 

They’ve strategically secured production outside China, staying ahead of the global manufacturing shift.

That’s exactly how this company has hit 200% year-over-year growth while expanding into over 120 major retail locations.

Their smart shade technology is reshaping home automation, protected by patents and backed by powerful retail partnerships.

Smart investors spot the pattern: companies that turn global challenges into strategic wins often deliver the biggest returns.

At just $1.90 per share, you’re looking at a company that’s not just prepared for supply chain shifts — it’s already capitalizing on them.

Are These Two Biotechs Tariff-Proof?

Pharma's Tax Karma

The Wall Street Journal says analysts are starting to put a premium on biotech stocks that base their intellectual property and manufacturing in the US. That makes pharma companies that already pay high US tax bills more attractive.

It identified two biotech stocks that have not established operations in low-tax countries like Ireland. Given their significant US operations, Gilead Sciences $GILD ( ▲ 0.42% ) and Vertex $VRTX ( ▲ 0.46% ) may be vaccinated against potential pharma tariffs.

Into the Vertex

Gilead has had a mixed couple of months. On the one hand, its Q1 revenue did not meet analyst expectations. On the other, its twice-yearly injectable HIV protection drug is currently being reviewed by the FDA, while the firm also pursues promising anti-obesity and breast-cancer drugs.

Per the WSJ, 19 out of 31 analysts rate it a Buy or Overweight. A further 11 have it at a Hold. One says it’s a Sell.

Vertex, which dominates the cystic fibrosis sector, has outperformed its peers this year. There's optimism about FDA approval for two drugs that are in the pipeline, and it manufactures most of its products in the US.

Bad Medicine

It's difficult to unpack each company’s exposure to new tariffs and taxes — especially while investors lack clarity on a long-rumored tariff specific to the pharma sector.

RBC Capital $RY ( ▲ 1.04% ) analyst Brian Abrahams told clients in April that pharmaceuticals are probably still on the Trump administration's radar. Leadership changes at the FDA also have investors worried. Citi estimates that operating income for the 10 largest biotech companies will be down by almost 10% in 2026.

Some say that health is wealth. That may be true — but turning healthcare into wealth remains a challenging proposition.

Last Week’s Poll Results

Are you bullish or bearish on Chevron (CVX) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨⬜️⬜️⬜️⬜️ 🐻 Bearish

• 🐂 Bullish —

  • “It’s going to go up, up and away this year!”

  • “As a decent dividend stock and room to grow, I consider it a buy. ”

  • “At Chevron convenience stores, you can eat a burrito AND get gas.”

• 🐻 Bearish —

  • “Oil has no other way but down. Nuclear is getting too important and oil will be limping from now on.”

Are you bullish or bearish on Tempus AI (TEM) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨⬜️⬜️⬜️ 🐻 Bearish

• 🐂 Bullish —

  • “I’m seriously starting to watch it!”

  • “Invested just after IPO so expectations always high.”

Are you bullish or bearish on Coca-Cola (KO) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨⬜️⬜️️⬜️⬜️ 🐻 Bearish

• 🐂 Bullish —

  • “Based just upon the number of Coke trucks of all manner, size, and shape, that motor by my place each day (nearby bottling plant); I'd say they were about as recession-proof as it gets....”

  • “Get well soon KO. Drink it up.”

  • “It's the real thing-especially during a thirsty recession.”

• 🐻 Bearish —

  • “The sugar will kill it.”

  • “Bearish short term. The soda literally melts your teeth.”

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