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China insists no tariff talks are underway, Nvidia stock drops on report Huawei is developing rival AI chip, IBM plans to invest $150 billion domestically, Temu adds ‘import charges’ to goods, and the best (and worst) stocks during Trump's first 100 days...
Market Briefing
April 29, 2025
Good morning.
The Fast Five → China insists no tariff talks are underway, Nvidia stock drops on report Huawei is developing rival AI chip, IBM plans to invest $150 billion domestically, Temu adds ‘import charges’ to goods, and the best (and worst) stocks during Trump's first 100 days…
Huge Energy Discovery in Utah
The Department of Energy says it could power America for millions of years.
And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested.
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Tuesday, April 29:
BEFORE THE OPEN
As of market close 4/28/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↓ 21.94% for Week of April 24 2025
Previous week: 24.44%. Updates every Friday.
Market Wrap:
S&P +0.1%, Dow +0.3%, Nasdaq -0.1%; S&P up 5 days straight.
AAPL, META +0.4%; MSFT -0.2%, AMZN -0.7% ahead of earnings.
Bessent: China must move first; U.S.-India trade deal likely soon.
April: S&P -1% MTD, Dow -4%, Nasdaq +0.4%.
Big week: GDP, inflation, and Friday’s jobs report.
EARNINGS
Big earnings week. We’ll be posting in two-day increments:
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SIGNAL | From OUR RESEARCH PARTNERS
 from Behind The Markets Our “Backdoor” AI Investment If you are looking for the perfect retirement stock... Your search is over. AMD, NVIDIA, META... none of these companies could exist without this firm. And it’s only about $20 a share. |  from Stansberry Research The Biggest Economic Story Nobody's Talking About (Yet) Amazon, Google, and Tesla are quietly investing billions of dollars in this idea, which is already popping up in places like Shreveport, Louisiana, San Francisco, and Texas. |
HEADLINES
Trump's first 100 wraps up on April 30, and as of Monday the S&P 500 Index was down about 8% since his inauguration.
China has again denied that it is in talks with Washington to resolve its trade war with the US.
S&P 500 ekes out fifth winning day as Big Tech earnings loom (more)
Extra-murky economic data is dropping this week (more)
Trump is giving automakers a break on tariffs (more)
Bessent: It’s up to China to de-escalate trade tensions (more)
JPMorgan traders turn bullish on US stocks but warn of pain to come (more)
Nvidia stock drops on report Huawei is developing rival AI chip (more)
Microsoft: US can’t afford falling behind China in quantum computers (more)
Amazon launches first Kuiper internet satellites, taking on Starlink (more)
IBM plans to invest $150B domestically in latest tech sector pledge (more)
Intel CEO announces 20,000 as tech giant loses $821M in Q1 (more)
Mass layoffs in trucking and retail coming (more)
Temu adds ‘import charges’ after Trump tariffs (more)
DEALFLOW
M+A | Investments
Merck KGaA acquires SpringWorks Therapeutics for $3.9B
Airbus finalizes deal to acquire Spirit AeroSystems assets
DoorDash offers $3.6B for Deliveroo
Sabre sells hospitality software unit to TPG for $1.1B
Mediobanca launches $7.15B bid for Banca Generali
Wenger Corporation, a manufacturer of performing arts equipment, acquired Creative Conners, expanding its automation and rigging solutions portfolio
Smartlinx, a workforce management platform for the senior care industry, acquired StafferLink, contingent labor management capabilities
FundThrough, a fintech platform for invoice factoring, acquired Ampla to expand its digital-first funding solutions for SMBs
VC
Overture Life, a company specializing in embryology lab procedures, raised $20.6M, bringing its total funding to $57M
Veza, an identity security company, raised $108M in Series D funding led by NEA at a valuation of $808M
Lightrun, an observability platform for developers, raised $70M in Series B funding
NetFoundry, a secure networking solutions provider, raised $12M in a venture funding
Cipher Surgical, a laparoscopic surgical tech company, closed a $10M Series A funding round
Gestalt Diagnostics, an AI-powered digital pathology company, raised $7.5M in Series A funding
Deferred, a provider of 1031 exchange solutions for real estate investors, raised $3.6M in Seed funding
CRYPTO
BULLISH BITES
🚀 New drilling breakthrough spawns second shale boom *
🤖 Duolingo will replace contract workers with AI.
🤑 Donald Trump Jr. co-founds new private members club with a $500,000 fee.
🎲 Las Vegas lures Seattle millionaires fleeing taxes on their wealth.
🏈 The coolest (and craziest) watches at the NFL Draft.
DAILY SHARES
Strap in for tomorrow boys
— Overheard on Wall Street (@OHWallStreet)
4:42 AM • Apr 29, 2025
I’m in this picture and I don’t like it.
— Douglas A. Boneparth (@dougboneparth)
2:00 PM • Apr 26, 2025
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