Good morning.
The Fast Five → Trump announces $200B morgage bond buy, Wall Street braces for SCOTUS tariff decision, GM takes $6 billion hit, Trump Venezuela meeting shaping up to be a who's who of US oil, and billionaires are ramping up their California exits…
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A Consumer Sentiment, 10:00A Inflation Expectations, 10:00A
Tomorrow:
Unemployment Rate, 8:30A
Your 5-minute briefing for Friday, Jan 9:
BEFORE THE OPEN
As of market close 1/8/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 42.04% for Week of JAN 01 2026
Previous week: 42.14%
Market Wrap:
Futures flat ahead of Friday jobs report and possible SCOTUS tariffs ruling
Jobs report seen +73K, unemployment expected to tick down to 4.5%
Supreme Court decision could reshape trade policy and swing sentiment
Nasdaq -0.4% on tech rotation; Dow +270; S&P slightly higher
Week still green: S&P +0.9%, Dow +1.8%, Nasdaq +1.1%
EARNINGS
No earnings watched today.
REVEALED: Trump just green-lit what could be the biggest AI budget in history.
Over $1 trillion aimed at AI-powered defense, surveillance, and autonomous weapons.
But the real money isn't in fighter jets..
It's in the small AI company supplying the core tech — the same one rumored to be working with Elon Musk.
It's tiny compared to Nvidia…
Yet it could be the fastest way to ride Trump's AI surge + Musk's next supercycle.
- a sponsored message from Behind The Markets -
HEADLINES
President Trump said on social media Thursday that he is directing the federal government to buy $200 billion in mortgage bonds, a move he said would help reduce mortgage rates at a time when Americans are worried about home prices.
Trump's tariffs have gotten increasingly broader and complex. The big question is whether many of them survive.
Wall Street ends mixed as tech dips, defense stocks rally (more)
Senate rebukes Trump, seeks end to Venezuela military action (more)
Trump's Venezuela meeting is shaping up to be a who's who of US oil (more)
US defense majors face a $110B conundrum to please Trump (more)
US lobbyists see opportunity in Venezuela (more)
Trump directs $200B mortgage bond buy in housing push (more)
Bessent: Fed must 'do its part' and lower rates (more)
US October trade deficit lowest since 2009 as imports decline (more)
US productivity accelerates to fastest pace in two years (more)
Intel stock rises after Trump touts ‘very successful’ CEO (more)
GM takes $6 bln hit as cost of backing away from EVs (more)
China to approve Nvidia H200 buying as soon as this quarter (more)
Billionaires are ramping up their California exits on threat of wealth tax (more)
DEALFLOW
M+A | Investments
CrowdStrike to buy identity security startup SGNL for $740M
Postman acquires Fern
Red Hat acquires Chatterbox
PureSpectrum receives investment from TA Associates
VC
Cyera, an AI and data security company, raised $400M in Series F funding
Parabilis Medicines, a biopharma company creating medicines for people living with cancer, closed a $305M Series F financing
Soley Therapeutics, a drug discovery and development company, raised $200M in Series C funding
Alveus Therapeutics, a clinical-stage biotechnology company, raised $160M in Series A funding
EpiBiologics, a company specializes in tissue-selective extracellular protein degradation, raised $107M in Series B funding
Pomelo Care, an evidence-based healthcare solutions for women and children, raised $92M in Series C funding
Poplar Therapeutics, Inc., a clinical-stage immunology company, raised $50M in Series A financing
Nocion Therapeutics, Inc., a biopharmaceutical company, raised $23M from existing investors in Series B extension
Luxury Presence, a growth platform for eal estate agents, teams, and brokerages, raised $22M in equity financing
Spangle AI, an agentic infrastructure layer service for commerce, raised $15M in Series A funding
Presto Phoenix, a company specializing in enterprise-grade Voice AI for quick-service restaurants, raised $10M in funding
Carna Health, a digital health company for kidney care, raised $8M in funding
IMVARIA, a health tech company, raised an undisclosed amount in funding
CRYPTO
BULLISH BITES
⚖️ A trader’s guide to the Supreme Court’s looming tariff ruling.
📈 The stock market rally isn’t just about tech anymore.
🏠 Why your McMansion is making you miserable.
🪑 The hotel suites where all the furniture’s for sale.
DAILY SHARES
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