- Market Briefing
- Posts
- Brace for impact
Brace for impact
Trump preps markets for 'a little disturbance' on tariffs, Lutnic: Canada, Mexico tariffs could ease by Wednesday, investors react to Trump's address to Congress, Nasdaq nears correction territory, and China sets 2025 growth target at 5%...
Good morning.
The Fast Five → Trump preps markets for a 'a little disturbance' on tariffs, Lutnic: Canada, Mexico tariffs could ease by Wednesday, investors react to Trump's address to Congress, Nasdaq nears correction territory, and China sets 2025 growth target at 5%…
Is This “AI Stock” In Your Portfolio?
There are very few opportunities like this in today's market...
But our analysts identified an under-the-radar "AI company" landing billions of dollars in contracts every year.
Calendar: (all times ET) - Full Calendar
|
|
Your 5-minute briefing for Wednesday, March 5:
US Investor % Bullish Sentiment:
↓ 19.38% for Week of February 27 2025

Previous week: 29.19%. Updates every Friday.
🚀 Will Trump’s Executive Order Send This Stock Flying?
- from Behind The Markets
Market Wrap:
Futures up: Dow +206 pts (+0.5%), S&P & Nasdaq +0.6%.
Dow -670 pts (-1.55%), S&P -1.22%, Nasdaq -0.35%, near correction.
Trump’s 25% tariffs on Canada/Mexico took effect; retaliation looms.
Commerce Sec hints at tariff compromise.
Key data: ADP payrolls, PMI.
EARNINGS
Here’s what we’re watching this week:
Today: Abercrombie & Fitch (ANF)
Thursday: Gap (GAP), Macy’s (M)
Broadcom (AVGO) - earnings of $1.51 per share (+37.3% YoY) on $14.6B revenue (+21.7% YoY)
Costco (COST) - earnings of $4.10 per share (+4.6% YoY) on $68.3B revenue (+7.8% YoY)
TOGETHER WITH MODE MOBILE
This tech company grew 32,481%...
No, it's not Nvidia... It's Mode Mobile, 2023’s fastest-growing software company according to Deloitte.
Just as Uber turned vehicles into income-generating assets, Mode is turning smartphones into an easy passive income source, already helping 45M+ users earn $325M+ through simple, everyday use.
They’ve just been granted their stock ticker by the Nasdaq, and you can still invest in their pre-IPO offering at just $0.26/share.
*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.
HEADLINES

Investors are increasingly concerned about an escalating global trade war, after Ottawa and Beijing retaliated with their own import duty hikes against the US.
Tariffs on Canada, Mexico could ease by Wednesday, says Lutnic (more)
Nasdaq nears correction territory dragged down by trade tensions (more)
Investors react to Trump's address to Congress (more)
Trump tells Congress to end CHIPS Act (more)
Gold rises on weaker dollar, trade war fears (more)
China sets 2025 growth target at roughly 5% (more)
CrowdStrike falls 9% on disappointing earnings forecast (more)
Trump’s Mexico tariffs could raise prices in days, Target CEO says (more)
Asian stocks to decline as tariffs spark US rout (more)
Trump and TSMC announce new $100B plan to build five new US factories (more)
Goldman moves up annual job cuts, targets 3% to 5% of staff (more)
Tesla offers buyer perks to drum up interest with sales slumping (more)
ByteDance to buy back US staff shares at $312B valuation (more)
Climate finance unicorn co-founder arrested on fraud charges (more)
DEALFLOW
M+A | Investments
Private credit to fund $4.5 billion for Walgreens buyout (more)
BlackRock to buy Hong Kong firm's Panama Canal port stake amid Trump pressure (more)
MasterControl, a provider of quality and manufacturing software solutions for life sciences, acquired Qualer, a company that simplifies tracking, of critical assets across lab facilities (more)
ModMed, a specialty-specific healthcare SaaS tech company, received a majority growth investment from Clearlake Capital (more)
VC
Odeko, an operation and tech partner for local coffee shops and cafes, raised $126M in Series E funding (more)
Aescape, a lifestyle robotics company providing AI massage for personalized recovery, raised $83M in funding (more)
Swap, an e-commerce operating system company, raised $40M in Series B funding (more)
LlamaIndex, an agent development platform for automating work over unstructured enterprise data, raised $19M in Series A funding (more)
Helios, an AI-powered workforce management platform, raised $15.5M in Seed funding (more)
Daisy, a home and small business tech installation and services company, raised $15M in Series C funding (more)
Nervonik, a medical device company developing an opioid-free peripheral nerve stimulation system, raised $13M in Series A funding (more)
Nitricity, a startup electrifying the production of nitrogen fertilizer, raised $10M in funding (more)
GEM HEALTH, a virtual specialty care company which specializes in sleep care, raised $7M in Series A funding (more)
Copley Software, an AI-powered content experimentation and optimization startup, raised $4.8M in funding (more)
Uniti AI, an AI agent platform for commercial real estate operators, raised $4M in Seed funding (more)
Whisper, a company developing AI-driven sales and behavioral cloning tech for content creators, raised $1M in funding (more)
FanUp, a fantasy sports and pop culture gaming platform, raised an undisclosed amount in funding (more)
CRYPTO
BULLISH
💥 Google urges Trump DOJ to reverse course on breaking up company.
🤖 OpenAI chairman Bret Taylor lays out the bull case for AI agents.
📕 Taser supplier Axon developing ‘covert’ defense weapons for CEOs.
🪷 Inside Jaguar’s radical, risky, roll-of-the-dice reinvention.
DAILY SHARES
“Let’s buy the dip and tell dad to roll back the tariffs tomorrow”
— Not Jerome Powell (@alifarhat79)
9:33 PM • Mar 4, 2025
When you haven’t logged into X for 17 straight minutes
— Not Jerome Powell (@alifarhat79)
3:56 AM • Mar 5, 2025
VCs making the decision to invest in a company after seeing that A16Z is leading the round
— Boring_Business (@BoringBiz_)
4:24 AM • Mar 5, 2025
Have a comment or suggestion?
💌 Send us a message
*from our sponsor
Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.
Reply