Danish Lenders Risk Losses From US Tariffs, Central Bank Warns
Danish lenders are particularly vulnerable to further trade tensions through their exposure to manufacturing firms as a large share of industrial exports goes to the US either directly or indirectly, Nationalbanken said in a financial stability report released Tuesday. The situation could also worsen rapidly if US tariffs reduce demand across Denmark's trading partners in the European Union, the regulator added.
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14 minutes ago
- Yahoo
ThinkCareBelieve: Week 28 America's Success in President Trump's Care
Washington, DC, Aug. 02, 2025 (GLOBE NEWSWIRE) -- Link to ThinkCareBelieve's Article: 28 of the Trump 2.0 Administration has been a climbing success and ThinkCareBelieve has just published an article covering it. The week started with President Trump making a landmark trade deal with EU President Von Der Leyen and meeting with UK Prime Minister Starmer at his Turnberry Home in Scotland. The deal unlocked one of the biggest economies in the world to America with the EU buying $750 Billion in energy from us and investing $600 Billion in America, with a 15% tariff across the board. The article also covers U.S. economy continues to improve strongly. Consumer confidence was up again in July. Real GDP growth increased at 3.0% annual rate which was vastly above expectations. Federal government spending fell for a 2nd straight quarter. Fixed investment rose by 2% following the jump in the 1st quarter. Core inflation has been lower than anyone predicted. Customs & tariff revenue total $150 billion since Trump took office. The article also shows how President Trump is restoring American economic sovereignty by reducing reliance on foreign countries, boosting America's growth with trillions in investments and creating about 2.5 million jobs for the American people since he took office. Also in ThenkCareBelieve's article, a comprehensive Digital Assets Report came out this week which will be a blueprint that will UNLEASH America's ingenuity establishing the U.S. as the crypto capital of the world, and Treasury Secretary Scott Bessent says that "We are exploring possibilities in decentralized computing and digital payments to unlock the potential of blockchain technology." There were 4,399 Border Patrol apprehensions in July. That's down from 6,070 Border Patrol apprehensions in June. ThinkCareBelieve's article explores how we are reaching levels of border security we never thought possible. With CBP and ICE starting enticing new recruitment campaigns for new agents, child predators have nowhere to run. Under President Biden, Cartels made more money than they ever had, now that the border is secure, according to Tom Homan, Cartels are going broke. As ICE arrests are being made, trafficking and crime rings are being broken up and the children that they find, are being rescued. A very interesting segment of the article showcases Homeland Security Secretary Kristy Noem's visit to Chile where she signed an agreement to expand U.S technical capabilities for information sharing under the Biometric Identification Transnational Migration Alert Program. This cutting edge technology will protect our country and share information between countries so that criminals have nowhere to hide. Border Czar Tom Homan says that 70% of the people that ICE is arresting are criminals. The other 30% are National Security threats Based on intelligence reports with deportation orders signed by federal judges. The article presents a shocking truth when HHS Secretary Kennedy publicly released findings of an HHS investigation that showed that the Danish health registry (big pharma funded) Andersson et al Study quoted by many members of the media, misrepresented the findings purporting that aluminum-containing vaccines are not associated with neurological injuries including autism and Asperger's, when the underlying evidence showed that there was actual harm being done. Secretary Kennedy calls it flawed science and indeed it is important that this be brought out in the open, so that corrections can be made to save children and for medicine to be about healing, and not about profits at the expense of human lives. Secretary Kennedy, Dr. Oz and President Trump announced the Health Tech Ecosystem Initiative this week, a public-private partnership aimed at modernizing the U.S. healthcare system through advanced technology for a smarter, more secure, and more personalized healthcare experience for Americans. In the article is the U.S Senate's attempts to clear the backlog of President Trump's 130 waiting Nominees and they are working on expediting the process. DNI Tulsi Gabbard released the Durham Annex, a batch of documents that were recently found in "burn bags" in FBI Headquarters. They contain Clinton Plan intelligence, potential foreign election interference, and the Page FISA renewals showing the false Trump-Russia collusion narrative was, according to CIA Director Ratcliffe, in actuality a coordinated plan to prevent and destroy Donald Trump's presidency. Senator Chuck Grassley says that transparency brings accountability. The seriousness of this cannot be overstated. 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The announcement of the new use of Pell Grants for trade schools and training is covered in the article, and faith is back in the workplace. President Trump signed the VA Home Loan Program Reform Act into law Wednesday, cementing a partial claims program aimed at preventing veterans from losing their homes to foreclosure. It will allow veterans who are late on mortgage payments to tack-on those payments to the tail end of their loans. ThinkCareBelieve agrees wholeheartedly that it's time we take better care of the men and women who gave everything for our Country so we could be safe. Another feature of this week's article is the remarkable story of President Trump's ability to end a war that has been going on between Cambodia and Thailand over a border dispute that concerned 2 Temples. President Trump spoke to them plainly about a brighter future doing business with the United States and the importance of a ceasefire and peace so that trade negotiations with each country could be completed, and it was successful. Lives have been saved and prosperity will come to these countries as a result. Say a prayer of gratitude that we have a President that is truly working for Peace. President Trump is pumping life back into the American economy. America truly is the hottest country in the world right now. Those who tried to create public fear and trepidation, they just cannot believe President Trump's Trade Policy is successful, but as we can plainly see, it is. This week has been an incredible climb, as ThinkCareBelieve's article shows. is an outlook. ThinkCareBelieve's mission for Peace advocacy facilitates positive outcomes and expanded possibilities. To achieve Peace, we will find the commonalities between diverse groups and bring the focus on common needs, working together toward shared goals. Activism is an important aspect of ThinkCareBelieve, because public participation and awareness to issues needing exposure to light leads to justice. Improved transparency in government can lead to changes in policy and procedure resulting in more fluid communication between the public and the government that serves them. America needs hope right now, and Americans need to be more involved in their government. ### CONTACT: CONTACT: Joanne COMPANY: ThinkCareBelieve EMAIL: joanne@ WEB:
Yahoo
44 minutes ago
- Yahoo
Teradyne, Inc. (TER): A Bull Case Theory
We came across a bullish thesis on Teradyne, Inc. on Hunterbrook's Substack. In this article, we will summarize the bulls' thesis on TER. Teradyne, Inc.'s share was trading at $107.43 as of July 31st. TER's trailing and forward P/E were 37.31 and 32.15, respectively according to Yahoo Finance. Logistics robots filling packages in a warehouse, preparing for delivery. Hunterbrook Media, in collaboration with Citrini Research, reveals that Teradyne (TER) may be the hidden supplier behind Amazon's highly publicized new warehouse robot, Vulcan. Amazon claims Vulcan marks a major leap in automation, featuring a robotic arm with a 'sense of touch' capable of picking and stowing items at human-like speed. However, buried beneath the headlines is the fact that Vulcan's robotic limbs are actually built by Universal Robots, a Danish company acquired by Teradyne in 2015. Visual evidence from Amazon's own promotional materials clearly shows the Universal Robots logo and Robotiq grippers — accessories tailored specifically for Universal Robots' arms. As Amazon moves to automate 80% of its 14 billion hand-stowed items annually, this could translate to a ~$400 million opportunity for Teradyne's robotics division, which currently accounts for just 10–15% of company revenues. The implications extend beyond Amazon, as the Vulcan's capabilities showcase the progress made by combining AI and robotics. Innovations like vision-language-action models and Nvidia's Isaac Sim — integrated directly into Teradyne's robots — are enabling robots to reason spatially and act with precision in complex environments. Nvidia claims these integrations are 50–80x faster than legacy systems, potentially setting a new standard in industrial automation. Despite slumping shares tied to a cyclical downturn in Teradyne's core semiconductor testing business, this Amazon collaboration signals a pivotal moment. With no recent insider stock sales for the first time since 2018, and earnings around the corner, Teradyne may be on the brink of a robotics-driven revaluation. Previously we covered a bullish thesis on Lam Research Corporation (LRCX) by The Antifragile Investor in May 2025, which highlighted its role in chipmaking, strong service margins, and high switching costs. The company's stock price has appreciated approximately 14.55% since our coverage. This is because the thesis played out as expected. Hunterbrook shares a similar view in its thesis on Teradyne (TER) but emphasizes robotics-led upside. Teradyne, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 49 hedge fund portfolios held TER at the end of the first quarter which was 61 in the previous quarter. While we acknowledge the potential of TER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
44 minutes ago
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Graco Inc. (GGG): A Bull Case Theory
We came across a bullish thesis on Graco Inc. on FluentinQualitys Substack. In this article, we will summarize the bulls' thesis on GGG. Graco Inc.'s share was trading at $83.98 as of July 31st. GGG's trailing and forward P/E were 29.78 and 28.41, respectively according to Yahoo Finance. A technician in a factory controlling the production of fluid and powder materials. Graco is a quiet yet dominant leader in the fluid handling industry, engineering precision equipment that moves, measures, and controls fluids across a wide range of applications. Its narrow focus on specialized segments—such as paint spraying, lubrication systems, industrial pumps, and process equipment—has allowed it to deeply entrench itself across diverse industries, including automotive, construction, food processing, energy, and manufacturing. Graco's systems are not mere tools; once integrated into production lines, they become indispensable infrastructure. This stickiness results from high reliability, material-specific design, and a customer-centric service model that minimizes downtime. Customers rarely switch, and the installed base grows over time, supporting a recurring revenue stream through aftermarket parts, servicing, and system upgrades. Growth is driven both organically—through innovation and geographic expansion—and through bolt-on acquisitions that deepen Graco's niche dominance. Each sale opens the door to long-term value, with cross-selling opportunities across sectors and regions. The company operates globally, yet succeeds locally by maintaining close customer proximity via strong distribution, on-site support, and deep relationships with equipment integrators. Financially, Graco demonstrates impressive discipline: strong gross margins, low capital needs, high free cash flow, and minimal debt. It avoids financial engineering, compounding steadily through operational execution. Long-term industrial trends—including automation, environmental regulation, and demand for efficiency—serve as secular tailwinds, reinforcing Graco's relevance. As industries modernize, Graco's embedded solutions often remain for decades. Unlike companies chasing rapid cycles, Graco builds for endurance—with products that last, customers that stay, and revenue that expands quietly. Where others sell equipment, Graco sells precision—and becomes an integral part of the process. Previously, we covered a on Graco Inc. (GGG) by Stock Analysis Compilation in December 2024, which highlighted its premium fluid handling products, strong margins, and resilient parts business. The company's stock price has remained flat since our coverage. The thesis still stands as Graco's pricing power and durable demand persist. FluentinQuality shares a similar view but emphasizes operational embeddedness and compounding discipline. Graco Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held GGG at the end of the first quarter which was 26 in the previous quarter. While we acknowledge the potential of GGG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
