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Thursday, July 31, 2025

Stryker shares tumble despite strong Q2 results and raised guidance

 Stryker Corporation (NYSE:SYK) reported second-quarter earnings that exceeded analyst expectations, but shares tumbled 4.7% as investors appeared to focus on concerns beyond the headline numbers.

The company posted adjusted earnings per share of $3.13 for the second quarter, beating the analyst estimate of $3.07. Revenue came in at $6.02 billion, surpassing the consensus estimate of $5.94 billion and representing an 11.1% increase compared to the same quarter last year. Organic sales growth was robust at 10.2%, driven primarily by a 9.7% increase in unit volume.

Despite the strong performance and raised full-year guidance, Stryker’s stock declined significantly in trading following the announcement. The company’s MedSurg and Neurotechnology segment showed particular strength, with sales increasing 17.3% to $3.8 billion, while Orthopaedics sales rose 2.0% to $2.2 billion.

"We again delivered double-digit sales and adjusted earnings per share growth in the second quarter," said Kevin A. Lobo, Chair and CEO. "Our strong sales and earnings power reflect demand for our products, our durable innovation pipeline and ongoing operational execution."

Stryker raised its full-year 2025 outlook, now expecting organic net sales growth of 9.5% to 10.0% and adjusted earnings per share between $13.40 and $13.60, above the analyst consensus of $13.36. The midpoint of this guidance ($13.50) represents a $0.14 increase over the analyst estimate.

The company also noted that it now estimates a net impact from tariffs in 2025 of approximately $175 million, reflecting recent changes in bilateral United States and China tariffs as well as the proposed tariff framework between the United States and the European Union.

https://za.investing.com/news/earnings/stryker-shares-tumble-despite-strong-q2-results-and-raised-guidance-93CH-3815166

Trump sets 10% to 41% 'reciprocal' tariffs on dozens of countries' exports

 President Donald Trump signed an executive order on Thursday imposing reciprocal tariffs ranging from 10% to 41% on U.S. imports from dozens of countries and foreign locations.

Rates were set at 25% for India's U.S.-bound exports, 20% for Taiwan's and 30% for South Africa's.

https://finance.yahoo.com/news/trump-sets-10-41-reciprocal-233315449.html

Israel Gives Hamas Annexation Ultimatum Despite Increased Criticism From West

 Israeli officials have reportedly warned Hamas that if it rejects the latest ceasefire proposal, Israel will begin annexing parts of Gaza, according to a fresh Times of Israel report.

The report cites Israel's Channel 12 which indicated Israel submitted its response to Hamas's latest counteroffer on Tuesday night, but does not expect the group to accept the terms. Already talks based in Doha had been stalled or essentially called off, after Prime Minister Netanyahu earlier this month recalled his negotiating team.

ABC News

Israeli forces have established and for many months overseen a de facto 'buffer zone' in Gaza which cuts deep into the Palestinian territory.

"Israel will not be patient for much longer," a senior Israeli official was quoted in the report as saying.

The Times of Israel report spells out, "With negotiations for a ceasefire and hostage release deal having stalled, Israel has sent a message to Hamas that if it doesn’t accept the proposal on the table in the coming days, Jerusalem will begin to take punitive measures against it, including the annexation of territory on Gaza’s outer perimeter," citing senior Israeli officials.

As for specifics on where this threatened annexation could begin, the report says:

According to the report, Israel told Hamas that it will not leave the Phildelphi Corridor along the Gaza-Egypt border or the buffer zone around the Gaza border; will not allow the opening of the Rafah Crossing; and will not agree to Hamas demands for a prisoner release so far-reaching it will leave few bargaining chips in Jerusalem’s hands to compel Hamas to release the last batch of hostages in a potential ceasefire.

This would effectively ensure that remaining hostages wouldn't be returned through a deal, as Israel would shut the door on having anything more to offer in terms of enticing Hamas to reach a new exchange agreement.

Channel 12 has observed of the US stance that there is currently "no appetite" within the White House to approve any big Israeli move to formally annex parts of Gaza.

France, the UK, and most recently Canada have said they plan to recognize a Palestinian state at the upcoming UN assembly meeting in September, in a diplomatic blow to the Netanyahu government.

Still, there's there's as yet no indication Washington is pressuring Israel to make concessions, and if anything Trump's earlier rhetoric on turning Gaza into the 'Riviera of the Middle East' could easily be taken as a green light to annex from Tel Aviv's point of view.

But at the moment the majority of countries and leaders throughout the world have lambasted Israeli actions in Gaza, particularly for the lack of aid getting in amid the worsening humanitarian catastrophe as civilians starve to death.

https://www.zerohedge.com/geopolitical/israel-gives-hamas-annexation-ultimatum-despite-increased-criticism-west

State Department Sanctions Palestinian Authority Officials, PLO Members

 by Jack Phillips via The Epoch Times,

The State Department on Thursday imposed sanctions on Palestinian Authority (PA) officials and members of the Palestine Liberation Organization (PLO). This comes as U.S. officials arrived in Israel to hold further cease-fire talks.

“It is in our national security interests to impose consequences and hold the PLO and PA accountable for not complying with their commitments and undermining the prospects for peace,” a State Department spokesperson said in a statement.

The department further said that the PA and PLO aren’t “in compliance with their commitments under the PLO Commitments Compliance Act of 1989,” as well as the Middle East Peace Commitments Act of 2002, because they have taken “actions to internationalize its conflict with Israel, such as through the International Criminal Court [ICC],” and other means.

The statement also accused both organizations of “continuing to support terrorism, including incitement and glorification of violence (especially in textbooks),” and “providing payments and benefits in support of terrorism to Palestinian terrorists and their families.”

The sanctions come as special envoy Steve Witkoff arrived in Israel on Thursday in a bid to save the Gaza cease-fire talks and tackle a humanitarian crisis in the Palestinian enclave. Israel faces growing world pressure over the war in Gaza, and several Western powers have said they will recognize a Palestinian state.

In the statement, the State Department did not say what individuals associated with the PLO or PA would face sanctions.

Earlier in July, the State Department announced it had placed sanctions on Francesca Albanese, the United Nations special rapporteur on human rights in the area, over efforts to have the ICC act against the United States and Israel, along with officials, executives, and companies.

“Albanese’s campaign of political and economic warfare against the United States and Israel will no longer be tolerated,” Secretary of State Marco Rubio said on July 9 in a post on X.

Last year, the ICC issued arrest warrants against Israeli Prime Minister Benjamin Netanyahu and former Defense Minister Yoav Gallant for alleged war crimes and crimes against humanity during the Gaza conflict.

In a post on Truth Social, President Donald Trump wrote that the nearly two-year Israel–Hamas conflict could be ended if Hamas surrenders and releases the remaining hostages the terrorist group took during its October 2023 attack on Israel.

“The fastest way to end the Humanitarian Crises in Gaza is for Hamas to SURRENDER AND RELEASE THE HOSTAGES!!!” Trump wrote, referring to international concerns over reports of mass starvation in Gaza.

The president has said that he was impacted by watching footage of starving children in Gaza, telling reporters during his visit to Scotland this week that “there’s nothing you can say other than it’s terrible when you see the kids,” adding in another interview that the United States would set up food centers in the area.

It comes as the top leaders in Canada, the United Kingdom, and France have said they would recognize a Palestinian state separate from Israel.

On Wednesday, Canadian Prime Minister Mark Carney said in a statement that the country would recognize a Palestinian state in September at the U.N. General Assembly.

The Israeli Foreign Ministry denounced Canada’s move in a post on Wednesday, saying it would boost Hamas.

Trump also suggested that the move could make it difficult for the United States and Canada to reach a tariff agreement.

https://www.zerohedge.com/geopolitical/state-department-sanctions-palestinian-authority-officials-plo-members

Elect Curtis Sliwa New York City Mayor

 


Curtis Sliwa CAN win New York City’s mayoral race in November.

Let’s go back to June 2015, in the days immediately after Donald Trump descended the Trump Tower escalator and announced he was running for president. Do you remember all the “knowledgeable” people who wrote off his campaign as a vanity stunt? Or the others who believed Trump had no chance of winning the nomination, much less the presidency. And the rest, as they say, is history.

Keep that in mind for all those brushing off Guardian Angels’ founder, Republican nominee Curtis Sliwa’s New York City mayoral campaign. Perhaps it was true in past years when the Democrat nominee would automatically go on to win the general election; however, 2025 is not a typical year since Democrats nominated a communist. Mamdani might not call himself a communist, but he says all the communist mantras. For example, as Mark Lewis wrote:

Karl Marx: “The theory of Communism may be summed up in one sentence: Abolish all private property.”

Recent Breitbart headline: “Zohran Mamdani Pushes for ‘Abolition of Private Property’”

This November, Republican nominee Sliwa has a very good chance of an upset victory in the New York mayoral race.

Sliwa, who has spent his entire life tirelessly protecting New Yorkers since founding the Guardian Angels in 1979, understands the Big Apple. He knows that many New Yorkers have no choice but to ride the city’s crime-infested subways, walk its crime-infested streets, and send their children to its crime-infested schools. Former three-term GOP Gov. George Pataki is confident that the Republican mayoral nominee can win City Hall. In a New York Post interview, Pataki said:

“This is the weakest Democratic field ever. Curtis knows the city better than anyone else. He knows the neighborhoods better than anyone else. He knows the subways better than anyone else.”

In “Adams Must Drop Out – Curtis Sliwa is the Only NYC Candidate Who Can Beat Mamdani,” Bob Capano writes:

Sliwa’s campaign and life align with the Republican Party’s Trump-led shift toward appealing to working-class voters, emphasizing law-and-order and grassroots community engagement. His decades leading the Guardian Angels have earned him credibility across party lines. He notably achieved record-breaking support among Asian American voters in his unsuccessful 2021 mayoral bid.

Mamdani’s campaign is built around free this, free that, rent control this, control that, and the city competing with private businesses (i.e., grocery stores). Like a true communist, Mamdani says someone else will pay for all of it: rich, white folks. (Ha—those are the ones that will be moving!)

Mamdani is also anti-police. In one of his many anti-police tweets, he wrote:

We don’t need an investigation to know that the NYPD is racist, anti-queer & a major threat to public safety. What we need is to #DefundTheNYPD. But your deal with @NYCMayor uses budget tricks to keep as many cops as possible on the beat. NO to fake cuts – defund the police.

Among Curtis Sliwa’s proposals when elected mayor:

The two other “leading” mayoral candidates had their chance and should now gracefully bow out.

Fellow Democrat, former New York Governor Andrew Cuomo, lost to Mamdani in the primary. Cuomo admitted that he ran a lousy campaign as he hoped name recognition would be enough. Many New Yorkers recognize Cuomo...for “killing” elderly residents during the pandemic when he sent COVID patients to nursing homes where they infected everyone with the China-created disease. Maybe Cuomo should hold a rally at a cemetery.

Incumbent Mayor Eric Adams is as popular as mosquitoes at a picnic. The former Republican, former Democrat, now independent Adams did not run in the June primary. On the July 25 broadcast of Fox 5 New York’s Good Day New York, Hizzoner said, legal or illegal, if they are within the city, they deserve whatever services they need.

Unlike the insane ranked-choice primary, the general election is based solely on which candidate gets the most votes. Curtis Sliwa can do it! Even with some pointing to New York’s corrupt voting system, Sliwa has a very good chance of winning if New Yorkers show up and vote.

The HarrisX poll released on July 15 has the mayoral race tightening. Poll results: Mamdani received 26 percent of the vote in a four-way race. Cuomo was at 23 percent; Sliwa at 22 percent, and a distant Adams at 13 percent. At a minimum, the HarrixX poll shows that many New Yorkers do not want Mamdani. However, the communist nominee is counting on the split non-Mamdani vote to get him into Gracie Mansion.

This is why Republicans must rally and unite behind Sliwa, who has already been endorsed by every New York City Republican County party.

In the meantime, “hammer and sickle” Mamdani can keep sprouting his communist gibberish. He can share his video explaining how, as a 33-year-old man, he's happy to let his parents financially support him. He can also voice a favored slogan, “globalize the intifada!” (a phrase he refuses to disavow), which is another way of saying, “Let’s kill all the Jews.”

Many Democrat leaders remain silent. They understand that if New York elects the communist Mamdani, it will prove what President Trump and other Republican leaders have been saying: the Democrat party has morphed into the communist party. According to Washington, DC insider Mark Halperin, who recently spoke to some people close to House Minority Leader Hakeem Jeffries, “ Hakeem Jeffries strongly believes that if Mamdani wins, he [Jeffries] can’t win the majority.”

In the late 1970s, Americans happily sang along to the jingle “I Love New York.” The song encouraged tourism and showed the city’s resilience. It was revised following the Islamist terrorist attack on September 11, 2001. Should communist Mamdani win, the iconic song might be revised to ♬ “I Left New York!”♬

Sliwa is moving up in the polls and continues to attract both Republicans and moderate Democrats, along with independents who don’t want the communist Mamdani but have soured on Adams and Cuomo. From Queens to Staten Island, from the Bronx to Brooklyn, and on Manhattan, many New Yorkers are humming ♬ “I Love New York and am voting for Curtis Sliwa.” ♬

Curtis Silwa can win! Get on board and help him with a donation. If you care about saving the United States of America from a communist takeover from within, start by supporting Curtis Sliwa for New York City mayor.

Image made using AI.

Former New Yorker Robin M. Itzler lives in California and is a regular contributor to American Thinker. She is the founder and editor of Patriot Neighbors, a free weekly national newsletter. Robin can be reached at PatriotNeighbors@yahoo.com.

https://www.americanthinker.com/articles/2025/07/elect_curtis_sliwa_new_york_city_mayor.html

Did Microsoft Hand China Front Row Access to the Pentagon?

 


Let’s set the stage: Imagine Fort Knox, doors flung wide open, while a tour group from the Chinese Communist Party strolls through the vault with full access badges. Ridiculous? Sure. But swap out gold for data, and you're not far off from what just happened with Microsoft, China-based engineers, and -- wait for it -- the U.S. military.

According to reports, we now know that Microsoft, the federal government’s longtime tech golden child, may have handed China a backstage pass to America’s most sensitive defense systems. Not through hacking or espionage -- but through corporate hubris, off-the-books programming, and a terrifying lack of oversight.

A dangerous Microsoft initiative allowed China-based engineers working for Microsoft access to elements of the software powering our military’s digital infrastructure. And just to really spice things up, this may not have been properly disclosed to the Department of Defense.

In response, Senator Tom Cotton (R-AR) fired off a letter demanding answers. He wants to know what kind of access those engineers had, what vetting (if any) was done, and how a critical contractor failed to flag a program that sounds like it was cooked up in a spy novel.

This isn’t about paranoia -- it’s about pattern recognition. China has been engaged in digital warfare against the West for years. From the OPM breach to targeting our infrastructure and tech companies with AI-driven cyberattacks, they’ve made it clear: they want our secrets, our systems, and ultimately, control of the digital battlefield.

And what have we done in response? We’ve outsourced vital software development to a tech company that couldn’t be bothered to mention Chinese nationals working on Defense Department tools.

Let that sink in.

Even worse, this comes amid a staggering spike in Microsoft vulnerabilities. The company’s systems have been peppered with Common Vulnerabilities and Exposures (CVEs) -- some of them so severe they allow unauthorized access with a single email. One CVE error allowed attackers to exploit Outlook without user interaction. Just receiving the message triggered it. No click, no download -- just a digital grenade in your inbox.

If you think a foreign adversary wouldn’t weaponize those kinds of flaws, bless your heart. But the rest of us should be alarmed that these exploits -- paired with offshored engineering -- could mean that China didn’t need to break into the Pentagon’s systems. They may have simply been invited in.

This crisis underscores a larger failure: our total underestimation of endpoint security. In a world where cyberattacks can be launched from an internet café or a basement across the globe, the last line of defense isn’t just software firewalls -- it’s every connected device in the network. And right now, that defense is leaking like a sieve.

Endpoint protection isn’t just for tech companies and banks. It’s critical for governments, small businesses, and individuals. One-click malware, the increase in fake tech support scams, and your run-of-the-mill phishing scam aren’t Hollywood threats. They’re real, growing, and weaponized. And when your infrastructure runs on Microsoft systems riddled with exploitable bugs, you’d better believe the bad guys have noticed.

Even worse? Many Americans are barely educated on the basics of cyber hygiene. Scammers are getting smarter, blending email verification fraud with legitimate-looking portals that can trick even seasoned IT pros. Combine that with backdoor access via hired foreign coders, and you’ve got a national security crisis wearing a corporate logo.

This is where President Trump’s call for American self-reliance takes center stage. We cannot, in good conscience, allow foreign nationals from adversarial regimes to write, test, or manage the code that secures our government, especially not our military. Full stop.

We need an immediate overhaul of vetting protocols for contractors -- particularly those tied to critical defense or infrastructure roles. Anyone working on defense-related software should be cleared, vetted, and monitored with the same intensity as anyone walking into a missile silo. The days of Silicon Valley hiring “whoever’s cheapest” need to end -- especially when “cheapest” comes with CCP credentials.

Microsoft, for its part, claims the program was harmless and that the engineers had no access to source code. Forgive the skepticism, but that's like handing someone a key to your garage and insisting they’d never think to peek in the house. When you hand over development responsibilities to someone halfway around the world, operating under a communist regime notorious for spying, you’ve already lost control.

The solution is twofold. First, we must decouple our critical systems from opaque, multinational tech monopolies. If Microsoft wants to serve the U.S. government, it must submit to deeper scrutiny, tighter rules, and real accountability. No more shadow programs, no more plausible deniability.

Then we need to futher invest in homegrown cybersecurity solutions. Trump has long championed rebuilding American manufacturing. We must do the same for software and cyber defense. We need government-funded cybersecurity apprenticeship programs, incentive structures for endpoint protection providers, and stricter federal mandates for network monitoring and zero-trust architecture across agencies.

The next war won’t be won with tanks and jets -- it’ll be fought in server farms, data centers, and the software that controls them. China knows this. Microsoft forgot. And the Pentagon, by relying too heavily on a single private contractor with blind spots the size of Wuhan, has left us dangerously exposed.

President Trump said it best: "We must always put America first." That includes our code, our clouds, and the keyboards typing behind the scenes.

Because when the Red Dragon’s already in the server room, it’s too late to check the guest list.

Julio Rivera is a business and political strategist, cybersecurity researcher, founder of ItFunk.Org, and a political commentator and columnist. His writing, which is focused on cybersecurity and politics, is regularly published by many of the largest news organizations in the world.

https://www.americanthinker.com/articles/2025/07/did_microsoft_hand_china_front_row_access_to_the_pentagon.html

American Academy of Pediatrics calls religious vax exemptions ‘deeply problematic,’ urges elimination

 


Three days ago on July 28, the American Academy of Pediatrics lurched further into tyrannical leftism with its bold new policy stance on vaccines, declaring that religious vaccine exemptions are “deeply problematic” and should be eliminated as an option for parents and other legal custodians.

Now, the AAP was already about as corrupted as a “professional” medical association can get. Since 2018, also as a matter of policy, the AAP has supported irreversible “trans” medical interventions like synthetic cross-sex hormones and even surgery for minors, even those in “early adolescence” which seems to be elementary-aged children; in 2023, the organization voted to reaffirm that position.

Anyway, back to the vaccines. Before getting to the part about any non-medical “exemption” being a major inconvenience for the AAP agenda, the authors of the policy statement make a case that it’s dishonest for anyone to cite faith/spirituality/philosophy as reasons for exception:

Among the major world religious traditions, none include scriptural or doctrinal guidelines that preclude adherents from being vaccinated.

(This is coming from a bunch of atheists no doubt.)

While that assertion may be true, my Christian faith tells me that murder is wrong, and therefore I cannot participate in “science” that uses the cells and body parts of murdered babies. I also cannot in good faith, poison my children: if I were to feed my boys aluminum and formaldehyde cocktails, I’d be arrested (and rightly so). How would injecting these same ingredients be any different than ingestion by mouth?

They continue though:

In fact, the leaders of some religious groups have highlighted that vaccination can be one important way to protect oneself and one’s neighbors and have thus suggested that there is a moral or religious obligation to seek vaccination.

Religious “leaders” like Rebecca Todd Peters who bragged about her two abortions from the pulpit and then preached a sermon on how Jesus Christ would have been an “abortion doula” if He were here today? “Leaders” like Mariann Edgar Budde, who encourage the sexualization of children through LGBTQ++ advocacy and activism?

These aren’t real “leaders” of any religion but that of Satan.

Toward the end of the statement came the “deeply problematic” language:

Although nonmedical exemptions might seem like reasonable accommodation to lessen the challenges that some families face, the fact is that exemptions are a deeply problematic tool….

You know what else is “deeply problematic” for leftist megalomaniacs like those at the AAP?

A bunch of “old white guys” who decided that a person’s right to free speech was so important, it should be unequivocally clear that a federal government may not censor it. (It sure is “deeply problematic” that we can spread the truth about the damage and harm caused by childhood vaccines, and the government is unable to silence us.)

The God-given right to self-defense, and a foundational secular law declaring that right so inherent to man’s existence, it shall not be infringed.

The reality that human life begins at conception, and each and every human being deserves the utmost dignity and protection, regardless of how “problematic” or “inconvenient” a little one’s existence is.

The idea that property ownership belongs to the people, not government.

What’s most “problematic” though is people who believe that men’s authority is inferior to God’s authority. The real anger here is that these people can’t be the gods they want to be. They resent sentiments and convictions that there is a moral lawgiver who is far superior to men—the same beliefs John Locke held when he wrote about man’s last appeal of injustice belongs to heaven—especially the ones staffing the AAP.

https://www.americanthinker.com/blog/2025/07/american_academy_of_pediatrics_calls_religious_vaccine_exemptions_deeply_problematic_and_advocates_for_their_elimination.html