A Fort Knox audit

DOGE to audit gold reserves at Fort Knox, Xi holds rare meet with top Chinese CEO's, DeepSeek drives $1.3 trillion China stock rally, Musk says Grok 3 will outperform all others, and Goldman raises year-end gold price forecast to $3,100...

Good morning.

The Fast FiveDOGE to audit gold reserves at Fort Knox, Xi holds rare meet with top Chinese CEO's, DeepSeek drives $1.3 trillion China stock rally, Musk says Grok 3 will outperform all others, and Goldman raises year-end gold price forecast to $3,100…

The 2 Best Stocks to Play Trump's "Stargate"

The first is a little-known company that already got a takeover offer from Nvidia.

The second is a firm that's trading at just $19 a share and has an 8% yield.

Calendar: (all times ET) - Full Calendar

  • Today:
    Home builder confidence, 10:00A

  • Tomorrow:
    Minutes of Fed’s January FOMC meeting, 2:00P

Your 5-minute briefing for Tuesday, February 18:

BEFORE THE OPEN

As of market close 2/14/2025. Bitcoin as of 2/17/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 28.42% for Week of February 13 2025

Previous week: 33.33%. Updates every Friday.

Market Wrap:

  • S&P flat, Dow -0.37%, Nasdaq +0.41% as trade, inflation weigh

  • Markets up for the week, S&P +1.5%, Nasdaq +2.6%, Dow +0.6%

  • Trump’s tariff memo eased concerns, calming investors

  • Retail sales fell 0.9% in Jan, worse than expected

  • 10-year Treasury yield slid to 4.478%, boosting sentiment

EARNINGS

Here’s what we’re watching this week:

  • Today: Toll Brothers (TOL)

  • Wednesday:

    • Klaviyo (KVYO) - earnings of $.06 per share (-33.3% YoY), on $257.2M revenue (+27.6% YoY)

  • Thursday: Rivian (RIVN)

HEADLINES

Elon Musk has his sights set on an audit of the US gold reserve at Ft. Knox through the Department of Government Efficiency (DOGE) after it was revealed there is no yearly review for the world-renowned stash.

The gathering could reassure global investors that “another crackdown is not around the corner,” one analyst said.

  • Stocks near record highs as investors await Fed minutes (more)

  • Oil holds advance with OPEC+ possibly delaying supply increase (more)

  • Goldman Sachs raises year-end gold price forecast to $3,100 (more)

  • Traders sell bonds, buy defense stocks as European leaders meet (more)

  • Goldman sees AI as a $200 billion game changer for China markets (more)

  • DeepSeek drives $1.3 trillion China stock rally as funds pile in (more)

  • Berkshire cuts Bank of America, buys Constellation Brands (more)

  • Broadcom, TSMC exploring deals that would split up Intel (more)

  • HSBC investors back CEO's investment banking retrenchment (more)

  • Southwest Airlines to cut 15% of corporate jobs in cost-saving push (more)

  • Musk says Grok 3 will be released Monday, outperforming all chatbots (more)

  • Uber sues DoorDash, alleging anti-competitive tactics (more)

  • OpenAI co-founder Sutskever’s startup is fundraising at $30 bln+ valuation (more)

  • Shein is said to face investor pressure to slash valuation to $30 billion (more)

TOGETHER WITH THE MOTLEY FOOL

AI-ighty Potential

Dubbed the "the rocket fuel of AI" by Wired, this groundbreaking innovation has sparked fervent excitement across Wall Street. And with projections soaring to a potential market cap of $80 trillion – equivalent to 41 Amazons – the magnitude of its impact cannot be overstated.

But here's the real deal: nestled within this tech revolution lies an opportunity for sharp investors to invest in a remarkable company poised to dominate its corner of this burgeoning market.

And thanks to The Motley Fool, the full narrative of this extraordinary tech trend has been compiled into an exclusive report, designed to arm you with the insights needed to make informed investment decisions.

DEALFLOW

M+A | Investments

  • BASF seals $1.15 billion Brazil deal with Sherwin-Williams (more)

  • General Atlantic buys into Dubai-based Huda Beauty’s perfume arm (more)

  • Owens Corning to exit glass reinforcements business in $755M deal (more)

  • flyExclusive Inc., a provider of jet charter experiences, acquired Jet.AI Inc., a private aviation and AI company (more)

  • Anguleris, a construction tech company, acquired Concora Spec, a provider of a product specification platform (more)

  • Uscreen, a video monetization platform for the creator economy, raised $150M in Investment from PSG

VC

  • Apptronik, an AI-powered humanoid robotics company, raised $350M in Series A funding (more)

  • Abridge, a gen AI platform for clinical conversations, raised $250M in Series D funding (more)

  • Prenuvo, a proactive whole-body MRI screening company, raised $120M in funding (more)

  • Antithesis, an autonomous software testing company, raised $30M in funding (more)

  • Terrain Biosciences, a design-build company, raised $9M in Seed funding (more)

  • Surus, an institutional-grade asset management and custody platform for onchain finance, raised $8M in Seed funding (more)

  • BEKhealth, an AI-powered chart abstraction and patient-matching platform company, raised $4M in funding (more)

  • VoiceCare AI, a healthcare admin general intelligence company, raised $3.85M in funding (more)

  • CarbonZero.Eco, an agtech company empowering CO2 removal through Biochar, raised $3.5M in Seed funding (more)

  • Mattoboard, a 3D interior design platform, raised $2M in Seed funding (more)

CRYPTO

  • Jerome Powell acknowledges Bitcoin as ‘Digital Gold’ (more)

  • Milei stumbles into crypto memecoin scandal before key US trip (more)

  • Bitcoin 'death crosses' pile up to spark $92K BTC price support retest (more)

  • Solana shorts spike amid memecoin scandals (more)

BULLISH BITES

🤔 The inside story of how Altman and Musk went from friends to bitter enemies.

📊 Jack Dorsey named as Bitcoin creator Satoshi Nakamoto?

🗽 RIP Duo: How the language app "killing" its mascot built its brand.

🌴 A watch for the space-obsessed.

DAILY SHARES

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