Bad jobs number? President Trump’s got a fix: “You’re fired!”

Yup, Trump booted the messenger, like Leonidas in 300. Bureau of Labor Statistics Commissioner Erika McEntarfer is out after reporting just 73,000 new jobs in July — a figure Trump called manipulated.

This! Is! ‘Merica!

— Brooks & Cas

Deere & Co $DE ( ▲ 0.48% ) has been plowing ahead in 2025, with shares up nearly 20% since January and 40% over the past year. The agricultural equipment giant is benefiting from investor optimism that the farm cycle may be turning and that its technology edge will keep it ahead of the field.

The company’s precision farming tools, powered by artificial intelligence, help farmers boost yields by planting seeds more efficiently and applying fertilizers only where needed. Analysts say this could translate into billions in added crop value, with Deere taking a cut through equipment sales and software-like subscriptions.

Melius Research’s Rob Wertheimer, who has a Buy rating, argues that the market still underestimates Deere’s competitive moat, particularly as AI adoption in agriculture accelerates.

While US farm income has dipped from 2022’s record highs, Brazil has been a bright spot for the company. Thanks to favorable climate conditions, the country enjoys two major harvests a year — doubling the potential demand for farming equipment.

Raymond James’ Tim Thein notes that Deere has doubled its Brazilian market share over the past 15 years, helped by local manufacturing and a network of more than 275 dealerships. He expects the region to become a bigger driver of both revenue and earnings in the years ahead.

That expansion could help offset any lingering weakness in US farm spending, giving Deere a more balanced growth engine across cycles.

Wall Street sees sales rebounding by approximately 7% in fiscal 2026 and ~9% in 2027, with earnings projected to recover from $19 a share this year to $40 by 2028. That growth, analysts say, could support a stock price of $600 in the next 12 months, a nearly 20% gain from recent levels.

Wertheimer is even more bullish, setting a two-year price target of $750, which would mark a roughly 50% jump. Still, not everyone’s convinced, with some strategists citing tariffs, high inventories, and soft demand as headwinds.

For now, Deere’s stock is holding steady above the $490 support zone, planting the seeds for what could be another leg higher if the farm cycle continues to improve.

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Generac $GNRC ( ▼ 0.33% ) isn’t usually mentioned in the same breath as Nvidia $NVDA ( ▲ 0.87% ) or Microsoft $MSFT ( ▼ 0.59% ). But Bank of America $BAC ( ▲ 2.09% ) believes that’s about to change.

The bank just called the backup generator maker one of the biggest under-the-radar beneficiaries of the AI boom, citing a massive supply crunch in power infrastructure across data centers.

Analyst Dimple Gosai raised her price target on Generac to $221. That implies about a 14% upside from Friday’s close. Shares of the company jumped on the news and are now up more than 23% this year. Gosai called Generac’s data center opportunity “the most needle-moving” growth driver it has seen in decades.

The pitch is simple. As hyperscalers race to build AI capacity, they’re running into a power problem. Backup generators are now one of the top bottlenecks in the buildout, second only to transformers. Bank of America estimates the deficit could hit 5,000 units next year.

Generac has already booked $150 million in orders and expects shipments to ramp in the second half of 2025. Management is now in talks with customers planning out to 2029, suggesting that demand may be both urgent and long-term.

Gosai forecasts $350 million in data center revenue for Generac in 2026, rising to $500 million in 2027 before the company hits its current production limits. She says investors should watch how fast Generac invests in new capacity, how many hyperscalers it wins, and whether it can maintain its momentum after 2027.

The AI race has created all kinds of winners — from chipmakers to cooling specialists. Now, even backup generators are getting their moment in the sun.

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UnitedHealth $UNH ( ▲ 1.47% ) just got hit with a rare Underperform rating from Baird, which lowered its price target to $198. That implies a roughly 17% downside from recent levels.

The firm is concerned about mounting pressure across multiple parts of the business, but especially at Optum Health, the company's value-based care unit.

Analyst Michael Ha said Baird's risk framework flagged Optum Health as a weak spot earlier this year. That view was reinforced after UnitedHealth’s Q2 earnings miss and revised guidance.

Management lowered long-term margin expectations for value-based care to just 5%, with no clear path to maintain even 1% margins by 2026.

Baird isn’t just concerned about Optum. The note pointed to broader margin deterioration across UnitedHealthcare’s core offerings, including Medicare Advantage, Medicaid, and employer-based plans. It also flagged weaker performance from OptumInsight, the tech and analytics arm, even after adjusting for portfolio changes.

The stock has now fallen about 47% in 2025 and more than 50% over the past six months. That's a dramatic reversal for what has long been considered one of the market’s safest healthcare names.

Despite Baird’s call, UnitedHealth remains a consensus buy on Wall Street. According to LSEG, 19 of 28 analysts still rate it a Strong Buy or Buy, with an average target near $346 — 45% higher than Friday’s close. That suggests many believe the worst-case scenario is already priced in.

But with earnings pressure across every segment and no quick fix on the horizon, bears are starting to speak louder. For now, Baird’s advice is clear: get out before the prognosis worsens.

Are you bullish or bearish on QXO $QXO ( ▲ 0.63% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

Are you bullish or bearish on Tractor Supply Co $TSCO ( ▲ 1.01% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

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

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish