HAPPY WEDNESDAY TO THE STREET.

After the bell today, Alphabet $GOOGL ( ▼ 0.2% ) topped expectations on revenue and profit, with YouTube and Cloud both pulling their weight. But the real headline? A bigger-than-expected jump in capital spending.

Turns out, even after a $96B quarter, Google’s not done buying stuff. Servers don’t pay for themselves.

Finally, read to the end for the latest invitees to the meme stock party…

— Brooks & Cas

Sponsored by BioStem Technologies

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 technologyBioREtain®—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.

STOCK HEATMAPS

S&P 500 Heatmap. Cr

All Stock Heatmap. Credit: Finviz

Global ADR snapshot. Credit: Finviz

Market Movers

LAMB WESTON, ENPHASE, GENERAL MOTORS

$LW ( ▲ 0.28% ) Lamb Weston Plans More Restructuring as French Fry Demand Faces Tough Environment (WSJ)

$ENPH ( ▲ 2.67% ) Enphase Stock Plummets After Earnings Beat. Why Solar Is Out of Favor. (Barron’s)

$GM ( ▼ 0.14% ) GM says EVs are its 'North Star' as legacy automaker chases Tesla (CNBC)

$FI ( ▲ 0.26% ) Fiserv Stock Tumbles As Outlook Softens Despite Deal With TD (YF)

$BKR ( ▲ 0.16% ) Baker Hughes beats second-quarter profit estimates on strong demand for natgas technology (Reuters)

OVERHEARD ON THE STREET

CNBC: The US and Japan reached a trade deal cutting tariffs on autos and other goods to 15%, down from as high as 27.5%.

FT: The US and EU are nearing a deal to set 15% reciprocal tariffs on European imports, mirroring the aforementioned US-Japan trade deal.

Reuters: US existing home sales fell 2.7% in June to a nine-month low, as rising mortgage rates and uncertainty sidelined buyers.

WSJ: RFK Jr.’s Health Department approved removing thimerosal from flu vaccines.

AP: President Trump unveiled a new “AI Action Plan” focused on boosting US dominance. Here’s what to know.

Tomorrow's Trade Idea, Today

A RETAILER THAT WOULD MAKE ROCKEFELLER PROUD

Line Go Vertical

John D. Rockefeller’s strategy of vertical integration, or controlling all aspects of oil production, made Standard Oil an industry titan by wringing out efficiencies at every stage of the oil-producing process.

Today, a $20 retail stock is employing the same strategy. And the result has been 15 straight quarters of double-digit growth in its pharmacy vertical.

Analysts at UBS $UBS ( ▼ 0.58% ) recently upgraded shares of the grocer Albertsons $ACI ( ▲ 0.21% ), raising their 12-month price target to $27 per share, implying a potential upside of about 30% from Wednesday’s close.

Analyst Mark Carden specifically praised the retailer’s vertical integration strategy, noting that customers shopping in the pharmacy business tend to visit four times as often as other customers.

Dividends Don’t Lie

Speaking of Rockefeller, it was the oil tycoon who once said, “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.”

And while we can debate how well-rounded that made him, by the numbers, he had a point. Since 1960, 85% of the S&P 500’s gains came from reinvested dividends, according to Hartford Funds.

Since the pandemic, Albertsons has increased its dividend by 50%, outpacing the 24% inflation seen since early 2020. Its most recent increase, a 25% hike, came last January. Today, its dividend yield of 2.9% is more than double that of the average S&P 500 company.

Grocer Growing Pains?

Albertsons’ Q1 earnings call, held last week, wasn’t entirely triumphant, with management noting gross margins falling by 0.85% from last year, as well as e-commerce penetration that is still behind industry peers.

Over the next two years, the company hopes to boost its productivity enough to deliver $1.5 billion in savings. As Albertsons turns to AI and other e-commerce enhancing technologies to improve its digital shopping experience, investors will be eager to see if the new CEO’s plans come to fruition.

Are you bullish or bearish on Albertsons (ACI) over the next 12 months?

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Sponsored by BioStem Technologies

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 31st, 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.

ON OUR RADAR

WSJ: In May, the Justice Department informed Trump that his name appears in the Epstein files and chose not to release further documents.

Reuters: Treasury Secretary Scott Bessent suggested one of the five female Fed regional presidents could succeed Fed Chair Powell.

CNBC: Uber $UBER ( ▲ 1.49% ) will launch a new feature next month allowing women drivers and riders to opt for same-gender pairings in select cities.

Fortune: Paramount $PARA ( ▼ 1.75% ) has secured exclusive streaming rights to the entire South Park catalog in a five-year, $1.5B deal.

CNN: Meta $META ( ▼ 2.27% ) launched new teen safety tools on its platforms and removed 635,000 accounts that it found sexualized children.

STREET TWEET

GoPro $GPRO ( ▲ 5.19% ) has officially joined the meme stock party.

I thought Y2K was in, not the early 2010s.

What’s next, a Ralph Lauren $RL ( ▼ 0.33% ) rally?

TUESDAY’S POLL RESULTS

Are you bullish or bearish on Lens Technology over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

  • 🐻 Bearish — “iPhones aren't selling like they used to.”

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