Earnings Surge, Beef Prices Break Records, and 3 Big Opportunities to Watch in 2025

Second-quarter earnings season ramps up with 112 S&P 500 companies reporting this week, including Tesla, Alphabet, and GM. So far, 83% have beat estimates, signaling strength across corporate America—though sky-high valuations mean results need to be stellar. Meanwhile, beef prices are hitting new records due to shrinking cattle herds, drought, tariffs on Brazilian imports, and even a parasite scare in Mexico. Walmart is even opening its own beef processing plant to offset the chaos. Finally, three major forces are shaping the second half of 2025: a shift toward U.S. manufacturing amid new trade tariffs, potential rate cuts from the Fed, and Bitcoin’s rise as a serious institutional asset. These aren’t just stories—they’re strategic signals for the months ahead.
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