A blue-chip insurer is getting a fresh dose of investor confidence after a big-name buy-in. The question now is whether this rally can turn into a long-term recovery. Find out what we think below.
Beating the S&P (Sponsored)
Short-term trades don’t have to be risky guesses.
With the right system, you can identify stocks with a statistical edge—and that’s exactly what this free report delivers.
Inside, you’ll find 7 top picks selected from a proven methodology that has beaten the S&P 500 by over 2X since 1988.
Only the highest-rated opportunities make the list, and we’re giving it to you at no cost.
Don’t miss your shot to trade with an edge.
Futures 📈
Want to make sure you never miss a pre-market alert?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell.
Email’s great. Texts are faster.
You’ll be first in line when the market starts moving.
What to Watch
Premarket Earnings:
Flowers Foods, Inc. [FLO]
SharpLink Gaming, Inc. [SBET]
BitFuFu Inc. [FUFU]
So-Young International Inc. [SY]
Aftermarket Earnings:
Avidity Biosciences, Inc. [RNA]
New Fortress Energy Inc. [NFE]
Himalaya Shipping Ltd. [HSHP]
Economic Reports:
U.S. Retail Sales [July]: 8:30 am
Retail Sales Minus Autos [July]: 8:30 am
Empire State Manufacturing Survey [Aug.]: 8:30 am
Import Price Index [July]: 8:30 am
Import Price Index Minus Fuel [July]: 8:30 am
Industrial Production [July]: 9:15 am
Capacity Utilization [July]: 9:15 am
Business Inventories [June]: 10:00 am
Consumer Sentiment (Prelim) [Aug.]: 10:00 am
Growth Under Pressure (Sponsored)
Some stocks crumble under pressure… others rise above it. In our latest free report, you’ll discover 7 companies that not only endure volatile markets—but often thrive in them.
We focus on businesses with:
• Expanding revenue streams in high-growth industries
• Strategies designed to outperform in challenging economies
• Strong potential to deliver above-market returns
This report arms you with the knowledge to navigate the months ahead with confidence.
Secure your copy before these opportunities move out of reach.
Healthcare Technology
Intuitive Surgical Builds on Robotic Surgery Momentum
Intuitive Surgical (ISRG), the leader in robotic-assisted surgery, continues to cement its dominance with its da Vinci Surgical System, which has now been used in over 17 million procedures across 74 countries.
The company’s technology enables minimally invasive operations with unmatched precision, positioning it as a core player in the future of surgery.
In Q2 2025, ISRG reported $2.4 billion in revenue, a 21% increase from last year, and earnings per share of $2.19, beating analyst estimates by more than 13%.
That performance reflects steady demand for da Vinci system placements, recurring instrument revenue, and growth in procedure volumes.
Shares are little changed in Friday’s premarket, but the long-term trend has been strong, with ISRG stock up 110% over the past five years. While its valuation is rich at a P/E above 66, the company’s recurring revenue model and expanding global footprint give it a robust growth runway.
ISRG is also advancing next-generation surgical platforms, which could broaden its addressable market beyond its current specialties. Analysts see continued double-digit earnings growth as adoption widens in emerging markets and procedure counts rise in developed economies.
While short-term upside may be muted without a catalyst, ISRG’s innovation pipeline and market leadership make it a long-term robotics play.
For investors willing to ride out valuation premiums, the stock remains a surgical strike on the future of healthcare technology.
Financials
Nu Holdings Eyes Growth Despite Mixed Market Reaction
Nu Holdings (NU), Latin America’s largest digital bank, reported strong Q2 2025 results Thursday, with revenue climbing to $3.7 billion, well ahead of forecasts, and net income reaching $637 million.
The performance marks an 85% annualized revenue growth rate since 2021, driven by a 40% jump in the company’s credit portfolio and ongoing expansion across Brazil, Mexico, and Colombia.
Despite the upbeat numbers, NU shares slipped nearly 3% after hours but are rebounding in Friday’s premarket, up more than 10%.
The market’s initial hesitation may reflect broader volatility or profit-taking after recent gains, rather than concerns over fundamentals.
Nu’s efficiency ratio improved to 28.3%, underscoring operational discipline, while management is targeting higher revenue per customer and exploring AI-enabled credit modeling. Forward guidance calls for revenue of $6.92 billion in FY2025 and $8.54 billion in FY2026, signaling confidence in sustained growth.
At a P/E near 27, the stock isn’t in deep-value territory, but its growth metrics remain compelling in the fintech space. Analysts’ price targets range from $9 to $19, reflecting differing views on execution and macro risks in Latin America.
The premarket rebound suggests traders see Thursday’s dip as a buying opportunity. NU’s strong growth trajectory, combined with efficiency gains and fintech leadership, could appeal to investors seeking exposure to emerging market financials.
AI Upside Ahead (Sponsored)
Policy changes are rattling the AI industry.
Some companies are set to stumble… while a select few are perfectly positioned to surge.
I’ve identified 9 U.S.-based AI players with the growth, tech, and scale to seize this moment — and potentially leave their competitors in the dust.
The market hasn’t reacted yet…
but when it does, the upside for early movers could be huge.
Get their names free before the headlines catch up.
Healthcare
UnitedHealth Gets Buffett Boost With Double-Digit Premarket Surge
UnitedHealth Group (UNH) is set for a sharp rebound Friday, rising more than 11% in premarket trading after Berkshire Hathaway (BRK.A) disclosed a $1.57 billion stake in the health insurer.
The position, totaling 5.04 million shares as of June 30, marks a high-profile vote of confidence in a company that has struggled through one of its toughest years on record.
UnitedHealth has faced mounting pressures in 2025, from elevated care costs and a Department of Justice billing probe to a cyberattack and leadership changes. Shares have lost nearly half their value year-to-date, making them the worst performer in the Dow Jones Industrial Average.
Berkshire’s move suggests the market may be pricing in too much pessimism for the long term. At roughly 15.8 times forward earnings, UNH trades below its five-year average multiple of 19, giving value-focused investors a potential entry point.
With a new leadership team in place and expectations for adjusted EPS of at least $16 this year, the coming quarters will be critical in restoring investor confidence. If operating headwinds stabilize and litigation risks ease, UnitedHealth could see a meaningful re-rating.
Berkshire’s entry will draw attention from long-term investors who follow Buffett’s lead.
While challenges remain, the valuation discount and defensive sector exposure could make this a stock to watch for a recovery rally.
Movers and Shakers
Evolv Technologies Holdings [EVLV] – Last Close: $7.37
Evolv Technologies develops AI-powered security screening systems for venues, hospitals, and schools. Its revenue jumped 29% year-over-year in Q2 2025 to $32.5M, beating expectations. EPS losses were narrower than forecast, and management raised full-year revenue growth guidance to as high as 30%.
Shares were up 7% in premarket trading, now closer to 2%, building on an 85% year-to-date gain. The launch of the new Evolve Flex and Express Gen Two systems is drawing attention, and with a goal to achieve cash flow positivity by Q4, the company could stay on growth investors’ radar.
My Take: EVLV is edging toward profitability with strong product traction. Volatility is high, but momentum in security tech spending could keep the uptrend intact.
Nucor Corp [NUE] – Last Close: $144.35
Nucor is the largest U.S.-based steelmaker, producing steel and steel products for a range of industries. The stock is up over 6% premarket after Berkshire Hathaway disclosed an $857M stake. The investment reinforces confidence in the U.S. industrial cycle and Nucor’s ability to benefit from infrastructure and manufacturing demand.
With a 26% YTD gain and shares still trading below their 2022 highs, the move may fuel further institutional buying. Upcoming U.S. construction and manufacturing data could be key catalysts in the coming weeks.
My Take: NUE’s long-term fundamentals and Buffett’s backing give it staying power. Watching for volume follow-through after the pop.
Lennar Corp [LEN] – Last Close: $130.45
Lennar is one of the largest U.S. homebuilders, operating across 26 states. Shares are up nearly 5% premarket after Berkshire revealed a new $779.7M position. The stake comes as housing starts remain resilient despite higher mortgage rates, and Lennar continues to post solid margins.
With institutional interest rising and several analysts recently issuing buy ratings, the stock could see renewed momentum. The next earnings report will be a key test of whether strong demand is holding into the fall selling season.
My Take: LEN’s fundamentals and industry position make it a candidate for extended upside, especially if housing supply stays tight.
Smarter Stock Play (Sponsored)
In a market clouded with uncertainty, the edge goes to those who prepare.
This exclusive, limited-time report reveals seven stocks our analysts believe are positioned to capitalize on current global economic trends.
Inside, you'll get:
Expert insight without the noise
Sectors gaining strength while others stall
Don’t rely on the same headlines everyone else is reading. Go deeper—and act earlier.
Everything Else
Carlsberg’s CEO says beer drinking habits are shifting as consumers adjust to higher prices and changing tastes.
The White House’s Navarro indicated that pharmaceutical tariffs may be imposed under a Section 232 investigation.
China is signaling it may not fully embrace Nvidia’s return, even if restrictions ease on its H20 chips.
Fed’s Bostic said policymakers can wait to shift policy, given that the labor market is close to full employment.
Soros and Appaloosa have increased stakes in a major tech giant as AI-related spending accelerates.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
