The Trump administration is putting Captain America on the cap table.

Between a Pentagon stake in MP Materials $MP ( ▼ 3.76% ) and a golden share in US Steel, the White House is taking a more hands-on approach to investing in industrie — one not seen outside of war or crisis.

Welcome to the land of the free market!

— Brooks & Cas

RBC Capital Markets is bullish on QXO Inc. $QXO ( ▲ 0.63% ), a relatively new name in the building products space. The firm initiated coverage with an Outperform rating and a $33 price target — suggesting nearly 50% upside from Friday’s close.

RBC’s Mike Dahl pointed to QXO’s aggressive M&A roadmap as a major growth lever. According to him, the company could spend up to $3 billion per year on acquisitions for the next five years. That spending spree could bring in $15 billion in revenue and $1.5 billion in adjusted EBITDA.

But it's not just the scale of QXO’s ambitions that caught RBC’s attention. Dahl believes the company is taking a distinct approach, with fewer constraints than traditional distributors. He noted that the broader building products industry remains highly fragmented, offering plenty of room for consolidation. RBC sees QXO’s position as uniquely suited to capitalize on that.

QXO is aiming to modernize an industry that’s historically been slow to adopt new tech. According to RBC, the company plans to use AI, machine learning, and automation to overhaul building product distribution — from pricing and procurement to logistics and inventory management.

Dahl noted that QXO plans to roll out centralized CRM systems, modern inventory management tools, and increase automation across its warehouses. These updates are designed to streamline operations and reduce inefficiencies throughout the supply chain.

RBC views the company’s tech-forward approach as a potential edge in a sector where most players still operate with outdated systems.

QXO is entering a sector that’s long overdue for disruption. RBC points to the fragmented nature of the building products industry as a prime setup for consolidation, especially by a player with QXO’s scale, capital, and appetite for deals.

That opportunity is paired with a strong start. Shares of QXO are already up 44% in 2025, reflecting early optimism around its aggressive expansion plans. But RBC believes the real upside still lies ahead, hinging on the successful execution of its strategy.

If QXO can pull off both bold acquisitions and tech-driven operational upgrades, it could reshape a traditionally slow-moving industry. For investors, that mix of momentum and ambition may be worth watching.

Jason Matuszewski, CEO and Chairman of the Board at BioStem Technologies (OTC: BSEM), has been named a 2025 Florida Award winner by Ernst & Young’s prestigious Entrepreneur of The Year® program 

This underlines BSEM’s growing market share and competitive edge in a multibillion-dollar segment of the healthcare market, affirming that the company is a real player in MedTech, not just a speculative story!

BioStem Technologies (OTC: BSEM) CEO Jason Matuszewski has been recognized as one of the top entrepreneurial honors in the country by Ernst & Young. The award celebrates Matuszewski’s vision, impact, and exceptional leadership in guiding BioStem to the forefront of regenerative medicine. 

Based in Pompano Beach, Florida, BSEM is a trailblazing MedTech company dedicated to healing chronic, non-healing wounds through its proprietary BioREtain® technology. The company’s placental-derived allografts are trusted by clinicians nationwide to meet the rising demand for advanced wound care. With a mission rooted in science, innovation, and patient-first values, BSEM has become a high-growth leader redefining what’s possible in regenerative therapies. 

This award win is very good news for BSEM for several reasons, both tangible and strategic. It validates leadership and vision. Being named Entrepreneur of The Year® is one of the most prestigious recognitions in business leadership. It signals that Jason Matuszewski’s leadership is credible, visionary, and results-driven, which boosts investor confidence in BioStem's long-term strategy and execution. 

It also puts BSEM in the national spotlight, exposing it to a larger network of potential institutional investors, strategic partners, and analysts. The award acknowledges not just the CEO, but the innovation and success of BioStem’s core technology—BioREtain®—and its effectiveness in addressing chronic wound care. a regional winner, Matuszewski now advances to the national Entrepreneur of The Year® competition this fall, with a chance to represent the U.S. on the global stage in 2026. 

BSEM’s revenues skyrocketing, game-changing partnerships, a potential NASDAQ listing, as well as a Zack’s Small Cap Research price target of $35.50, all amplify why the stock should be high on your radar.

Discover why BSEM is a high-growth opportunity backed by proven leadership.

Bank of America $BAC ( ▲ 2.09% ) just issued a double upgrade on Tractor Supply $TSCO ( ▲ 1.01% ), moving it from Underperform to Buy. The firm also raised its price target from $53 to $70. That implies about 18% upside from Thursday’s close.

The upgrade comes on the heels of a strong Q2 earnings report that showed improving momentum across key product categories, suggesting Tractor Supply’s core customer base is holding up better than expected.

Analysts say that’s thanks in part to the company’s high mix of consumables, like pet food and livestock supplies, which make up more than 40% of total sales. Bank of America’s Robert Ohmes says this category tends to show “low elasticity,” meaning shoppers don’t dramatically change spending even in tough conditions.

One surprising catalyst? Tariffs.

Ohmes believes Tractor Supply could benefit from new import taxes, as its rural-focused inventory skews toward domestically sourced goods. He also pointed to the company’s investments in store remodeling and delivery infrastructure, which are designed to boost traffic and improve conversion.

New store openings are also part of the plan. Tractor Supply is expanding in the northwest, where it has historically lacked footprint. Its revamped delivery strategy includes a 145-hub, 220-spoke model that mirrors auto parts distribution, with a growing fleet of TSCO Delivery Drivers and over 600 reps targeting high-value customers.

After falling out of favor in recent years, Tractor Supply is once again gaining ground. Shares are already up more than 13% in 2025, outpacing the broader market. With rising foot traffic, margin improvement efforts, and a more favorable retail environment, analysts are starting to see real upside.

In a world chasing AI and cloud margins, Tractor Supply is quietly doing what it does best — moving feed, fencing, and firewood. It might just be moving in the right direction.

CEO and Chairman of BioStem Technologies (OTC: BSEM) has been honored as 2025 Florida Entrepreneur of The Year® Winner by Ernst & Young – a prestigious recognition that could propel BSEM to national and global stages while elevating patience care and setting new standards in MedTech excellence.

The future belongs to regenerative medicine, and BioStem Technologies (OTC: BSEM) is emerging as a trailblazer driving innovation, rapid revenue growth, and groundbreaking advancements. This expanding MedTech company utilizes the unique healing properties of perinatal tissue to develop, produce, and bring to market allografts designed for regenerative therapies in advanced wound care.

 At the heart of BSEM’s approach is its proprietary BioREtain® processing technology, enabling the creation of life-changing products that deliver meaningful patient outcomes. Several positive news announcements are reflecting the tremendous growth potential of BSEM. This includes recently announcing record preliminary net revenue of $72.5 million for Q1 2025. This is a 73% increase compared to $41.9 million in Q1 2024. The company also ended the quarter with cash on hand at $26.7 million, an increase from $22.8 million on December 31^st, 2024. 

This was the strongest first quarter in the company’s history! On the capital markets front, BSEM remains in active review with the SEC regarding its Form 10 registration and uplisting process, and it looks forward to completing this milestone and becoming listed on Nasdaq. Being listed on the NASDAQ would open up the stock to new investors, especially on the institutional front! 

Not long ago Jason Matuszewski, CEO and Chairman of the Board of BSEM was named an Entrepreneur Of The Year 2025 Florida Award winner! Winning the Entrepreneur of The Year® Florida Award highlights the company’s leadership, showcasing his ability to steer BSEM with vision and purpose. 

For investors, this signals that the company is led by a proven, respected entrepreneur who has been independently vetted for driving meaningful growth and innovation—an important indicator of the company’s potential for long-term success. 

Matuszewski now advances to the national Entrepreneur of The Year® competition this fall, with a chance to represent the U.S. on the global stage in 2026. As he moves forward, the company will benefit from ongoing exposure through Ernst & Young’s network, events, and media. Combined with BSEM’s existing product pipeline and potential FDA-related milestones. This creates a powerful narrative that may help sustain momentum, both fundamentally and in the stock price. This award is not just an honor—it’s a strategic asset that validates BSEM’s mission, leadership, and investment case at a critical stage in the company’s growth trajectory.

See why Zack’s Small Cap Research has issued a $35.50 price target on BSEM shares!

The White House has signaled for months that tariffs on semiconductors and pharmaceuticals are coming soon, with threatened rates starting at 25% and going up from there, to as much as 200% for pharmaceuticals.

But the Wall Street Journal suggests that investors may be being lackadaisical about the potential impact tariffs could have on the chips sector, as valuations of semiconductor companies have continued to soar.

The paper notes that the closely watched PHLX Semiconductor Sector Index has risen more than 40% since President Trump announced a trade investigation into the sector. It also said the collective price/forward-earnings ratio of stocks in the index has climbed from around 24 to 30 in that time.

Investors may be taking comfort from the rise in valuations generally, as well as in the performance of individual companies like Nvidia $NVDA ( ▲ 0.87% ) whose AI chips are in such demand that its market valuation exceeds the GDP of many nations.

However, McKinsey cautions that semiconductor tariffs could raise costs for end-use devices, from cars to phones, which could result in higher prices that ripple through the economy.

Likewise, the WSJ points out that the semiconductor industry’s production and distribution operations are spread out and complex. To generate significant tariff revenue, the Trump administration is liable to consider placing tariffs on chips that are essential for everything from appliances to commercial and military equipment, the paper argues.

Raw chip imports represent only around $45 billion in value, according to a Bernstein Research $AB ( ▼ 0.12% ) analysis. In comparison, the World Semiconductor Trade Statistics group estimated that global chip sales were worth about $630 billion last year. And Bernstein found that mobile phone imports alone last year were worth around $114 billion, with about 60% of their value coming from chips inside them.

The WSJ points out that multiple countries play important roles in designing, manufacturing, and assembling chips throughout the value chain, which makes the industry especially vulnerable to the type of trade disruptions that tariffs can spark.

In short, it may not be time for investors to cash in their chips yet, but some caution may be warranted.

Which sector will outperform in the back half of 2025?

▇▇▇▇▇▇ Legacy airlines

▇▇▇▇▇▇ Budget carriers

And, in response, you said:

Are you bullish or bearish on DexCom $DXCM ( ▼ 0.16% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

Are you bullish or bearish on National Fuel Gas Company $NFG ( ▼ 2.18% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish