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AI devices coming
OpenAI unites with Jony Ive in $6.5 Billion deal, tariff math leaves retailers very little choice, 30-year Treasury yield spikes to 5.09%, Boeing increases 737 production pace as safety improves, David Sacks says stablecoin bill will unlock ‘trillions’ for US Treasury
Market Briefing
May 22, 2025
Good morning.
The Fast Five → OpenAI unites with Jony Ive in $6.5 Billion deal, tariff math leaves retailers very little choice, 30-year Treasury yield spikes to 5.09%, Boeing increases 737 production pace as safety improves, David Sacks says stablecoin bill will unlock ‘trillions’ for US Treasury
📌 Elon Musk says Optimus will be worth more than Tesla's entire car business. This is more than just another AI trend—it could be the biggest wealth creation event of the decade. (ad)
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Thursday, May 22:
BEFORE THE OPEN
As of market close 5/21/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑ 35.93% for Week of MAY 15 2025
Previous week: 29.45%. Updates Friday.
Market Wrap:
Futures flat after Wall Street sell-off; Dow futures -60 pts
Dow dropped 800+ pts, S&P 500 fell 1.6% on deficit concerns
Budget bill stalls in House over SALT deduction fight
Bill could raise deficit amid rising tariff-driven inflation
Treasury yields spike: 30-yr hits 5.09%, 10-yr at 4.59%
EARNINGS
Here’s what we’re watching this week:
Today: Ross Stores $ROST ( ▼ 0.3% ), Workday $WDAY ( ▲ 0.55% )
A message from Stansberry Research
Elon Musk's upcoming Optimus robot could turn him into the world's first trillionaire…
While simultaneously turning everyday investors into millionaires.
Morgan Stanley has already gone on record to say that Optimus could be part of a $30 trillion opportunity…
And one Silicon Valley insider found a way for Americans to potentially profit from Optimus before it gets rolled out.
HEADLINES
OpenAI said Wednesday it will pay $5 billion in stock for io, a startup co-founded by Jony Ive to create a new generation of AI devices.
A spreadsheet making the rounds in Congress illustrates the stark tariff-era math for US retailers, leaving them with two options: hike prices or risk a cash crunch that threatens their survival.
Treasury yields rise, stocks decline on US fiscal outlook worries (more)
30-year Treasury yield spikes to 5.09%, 10-year yield hits 4.61% as GOP bill raises deficit concerns (more)
Crypto czar David Sacks: stablecoin bill will unlock ‘trillions’ for US Treasury (more)
House GOP muscles through bank merger reforms (more)
Gold Buoyed by Weaker Dollar, Global Uncertainties (more)
Asian shares slip as worries about US debt send Wall St tumbling (more)
Phillips 66 narrowly survives Elliott proxy fight (more)
UnitedHealth falls after report it secretly paid nursing homes to reduce transfers (more)
Target to "offset" majority of tariff impacts, focus on value (more)
Boeing increases 737 production pace as quality, safety culture improves (more)
US Accepts Qatar Luxury Jet as Trump’s New Air Force One (more)
Nike to resume selling directly on Amazon for first time since 2019 (more)
DEALFLOW
M+A | Investments
OpenAI to acquire AI device startup co-founded by Jony Ive for $6.5B
AT&T to acquire Lumen's Consumer Fiber Business for $5.75B
Motorola Solutions nears $4.5B acquisition of Silvus Technologies
Stora Enso to sell 12.4% of Swedish Forests for about $1 Billion
China Mobile nears acquisition of Hong Kong Broadband Network
Revolution Beauty explores sale following takeover approach
VC
DataHub, an open-source metadata platform, raised $35M in Series B funding
SparkCharge, an off-grid electric vehicle fleet charging network and mobile charging solutions, raised $30.5M in Series A-1 funding
Clair, a fintech company offering EWA originated by National Bank, Pathward, raised over $23M in Series B funding
Greenlite AI, an AI agent platform for financial services, raised $15M in Series A funding
Reperio Health, a provider of at-home and onsite comprehensive health screenings, raised $14M in funding
Sangha Renewables, a company supporting renewable energy generation through Bitcoin mining, raised $14M in equity funding
Zoca, an AI-first growth platform supporting local service businesses, raised $6M in funding
Pay-i, a value-intelligence platform for GenAI, raised $4.9M in Seed funding
DataHub, an open-source metadata platform, raised $35M in Series B funding
Flo Recruit, a company offering a connected suite of legal talent software, raised an undisclosed amount in Series A funding
CRYPTO
BULLISH BITES
🤖 A First: Klarna used an AI avatar of its CEO to deliver earnings.
🤫 Microsoft’s AI security chief accidentally reveals Walmart’s AI plans after protest.
🔥 AI videos from Google’s Veo 3 are here, and they’re both impressive and terrifying.
⌚︎ Is wearable tech making us paranoid about our health?
DAILY SHARES
Tim Cook after seeing OpenAI acquire Jony Ive’s startup io for $6.4B in an all-stock deal to make a family of AI devices with a team of Apple alumni while Siri is still unable to set a simple 9am alarm wake-up call.
— Trung Phan (@TrungTPhan)
5:52 PM • May 21, 2025
this is like when Lebron joined the lakers but for nerds
— alli (@sonofalli)
9:01 PM • May 21, 2025
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