HAPPY FRIDAY TO THE STREET.

Nothing pithy to say about today’s top headline. So we’ll just leave you with some uplifting news instead: a new Alzheimer’s blood test proved 95% accurate at identifying early symptoms.

We may not be at the world peace stage, but at least we’re getting closer on the incurable disease front…

• 🟥 | US stocks slumped on escalating tensions between Iran and Israel.

• 📈 | One Notable Gainer: Defense stocks rose in the wake of Israel’s attack and Iran’s retaliations. Lockheed Martin $LMT ( ▲ 3.66% ) and Northrop Grumman $NOC ( ▲ 3.94% ) both closed in the green.

• 📉 | One Notable Decliner: Air taxi maker Archer $ACHR ( ▼ 14.83% ) missed the target after selling $850M in shares. The move followed a recent rally catalyzed by President Trump’s eVTOL executive order.

— Brooks & Cas

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STOCK HEATMAPS

Market Movers

DELTA, ORACLE, VISA

$AAL ( ▼ 4.86% ) / $DAL ( ▼ 3.76% ) / $EXPE ( ▼ 3.54% ) Global airline, travel stocks slide as Israel strikes Iran (Reuters)

$ORCL ( ▲ 7.69% ) Oracle Stock Surges for Second Straight Day After Strong Results, Rosy Outlook (Investopedia)

$V ( ▼ 5.0% ) / $MA ( ▼ 4.62% ) / $PYPL ( ▼ 5.32% ) Walmart and Amazon Explore Stablecoins. Visa Stock Falls but Analysts Don’t See Immediate Threat. (Barron’s)

$AIRO Drone Maker Airo’s Shares Rise Up to 291% After Upsized IPO (Bloomberg)

$ADBE ( ▼ 5.32% ) Adobe Gives Sales Outlook That Fails to Convince AI Skeptics (Bloomberg)

OVERHEARD ON THE STREET

CNBC: Oil prices surged over 7%, or about $5 a barrel, after Israel launched airstrikes on Iran.

Reuters: Consumer sentiment rebounded sharply in June, with the University of Michigan index rising far more than expected.

WSJ: Brazilian meat giant JBS $JBSAY ( ▲ 2.78% ) debuted on the NYSE, bucking past corruption charges and environmental criticism.

Forbes: Oracle co-founder Larry Ellison’s net worth surged by over $40B to $258B, becoming the world’s second-richest person.

AP: Meta $META ( ▼ 1.51% ) is investing $14.3B in AI firm Scale and bringing on its CEO to join its “superintelligence” team.

Tomorrow's Trade Idea, Today

BORING IS BEAUTIFUL

A 48,530% Gain

Which stock has returned nearly 50,000% since the mid-’80s, yet is as boring as watching paint dry?

Paint-maker Sherwin-Williams $SHW ( ▼ 5.71% ) has rocketed from $0.73/share, adjusted for splits and dividends, to over $355 today, a more than 485x return.

But, incredibly, Barron’s believes the Cleveland-based company still has more room to run.

Painting a Rosy Picture

The publication cited analyst predictions that Sherwin-Williams will grow earnings by 11.6% from 2025-2026, as falling interest rates mint an army of new homebuyers.

In addition, the stock could potentially be protected from the trade wars, since its product is simple enough that it can be made entirely in the United States.

As Barron’s puts it, paints and coatings are “often made and sold locally in the US”, going on to argue that this largely exempts the company’s products from tariffs other companies must pay.

Careful What You Wish For

Analysts are sanguine over Sherwin-Williams’ resilience to trade wars and recession because its business can thrive during times of falling interest rates.

But wise investors know to be careful what they wish for. The reason the Federal Reserve cuts interest rates is typically because something is breaking in the economy. Take 2008, when the Fed slashed rates to nearly zero — but $SHW still plummeted to below $15 a share.

Boring is never a sure thing. But in today’s uncertain economy, when “exciting” is rarely a compliment, boring just might be better.

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ON OUR RADAR

Bloomberg: All eyes are on Trump as world leaders convene at a Canadian Rockies resort for their first G-7 summit since he took office.

IBD: Gold prices and stocks surged as investors sought safe havens following Israel’s major strike on Iran.

Reuters: McDonald’s $MCD ( ▼ 0.41% ) settled a $10B lawsuit alleging it refused to advertise with Black-owned media outlets.

AP: Republican support for Tesla $TSLA ( ▲ 1.94% ) CEO Elon Musk has declined following his public feud with Trump, according to a new AP-NORC poll.

Fortune: Deloitte is now offering employees a $1,000 wellness subsidy that can be used on… LEGOs?

THURSDAY’S POLL RESULTS

Are you bullish or bearish on McDonald's $MCD ( ▼ 0.41% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said:

• 🐂 Bullish — “I am bullish on the economy. It’s simply a gut feeling.”

• 🐻 Bearish — “No plant-based options. Anti 'blue zone'. Counter to longevity attention trends that show no signs of waning.”