BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 19.11% for Week of March 13 2025

Market Wrap:

• Futures down: Dow -168 pts (-0.4%), S&P & Nasdaq -0.5%.

• Dow posts worst week since 2023; Nasdaq in correction, Russell near bear.

• Tariff chaos, growth worries driving sell-off.

• Fed expected to hold rates Wed; Powell’s tone in focus.

• Key data: Retail sales today (+0.6% expected).

EARNINGS

Here’s what we’re watching this week:

• Wednesday: Five Below $FIVE ( ▲ 6.55% ), General Mills $GIS ( ▼ 0.89% )

  • Super Micro Computer $SMCI ( ▲ 0.11% ) - earnings of $0.54 per share, +5.9% YoY), on $5.4B revenue (+45.9% YoY)

• Thursday: Darden Restaurants $DRI ( ▲ 0.01% ), NIKE $NKE ( ▲ 0.31% ) 

  • FedEx $FDX ( ▲ 1.32% ) - earnings of $4.60 per share (+19.2% YoY) on revenue of $21.9 billion (+0.9% YoY)

  • Lennar $LEN ( ▲ 1.0% ) - earnings of $1.71 per share (-33.5% YoY) on revenue of $7.4 billion (+7.2% YoY)

See full calendar here »

FROM PORTER & COMPANY

Elon’s Masterplan

The media have no idea why he’s really seized control of the federal government…

But I’ve spent 25 years connecting the dots no one else can see – and Musk’s true motives will soon shock almost everyone:

Named in this video: the #1 investment to make before May 30 – when this story is all over the financial media.

HEADLINES

Bessent Says White House is Heading Off a ‘Guaranteed’ Financial Crisis

Big Tech Stocks at Cheapest In Months Fail to Entice Wary Buyers

• Senate passes GOP funding bill to avert a government shutdown (more)

• Rubio says US could engage in new trade deals after tariffs imposed (more)

• US consumers think inflation will spike in the year ahead (more)

• Wall St turmoil rattles retirement savers, turning financial planners into therapists (more)

• Dollar on back foot as economic worries sap confidence; yuan firms (more)

• Market turbulence draws new investors into gold (more)

• Oil up 1% as US vows to keep attacking Houthis (more)

• Chinese stock investors embrace ‘Xi put’ just as Trump roils US (more)

• Trump administration weighs travel ban on dozens of countries (more)

• OpenAI and Musk agree to fast tracked trial over for-profit shift (more)

• Y Combinator startups are the fastest growing, most profitable in fund history thanks to AI (more)

DEALFLOW

M+A | Investments

• PepsiCo is near $1.5 billion-plus deal for soda brand Poppi (more)

• Toyota Tsusho America to acquire Radius Recycling in $1.34 bln deal (more)

VC

• Lumafield, a developer of industrial X-ray CT technology, raised $75M in Series C funding (more)

• Omni, a provider of a business intelligence and embedded analytics platform, raised $69M in Series B funding (more)

• Cartesia, a provider of an AI powered voice generation platform, raised $64M in Series A funding (more)

• Fixated, a provider of a digital entertainment platform, raised $12.8M in funding (more)

• Anyware Robotics, a company specializing in multi-purpose mobile robotics, raised $12M in Seed funding (more)

• nunu.ai, a startup building AI agents capable of testing and playing games, raised $6M in Seed funding (more)

• Disputed.ai, a provider of an AI-driven chargeback management platform for enterprise merchants, raised $1.12M in Seed funding (more)

CRYPTO

• Bitcoin reclaims $80K zone as BNB, TON, GT, ATOM hint at altcoin season (more)

• Bitcoin gets $126K June target as data predicts bull market comeback (more)

• Bitcoin whale bets $368M with 40x leverage on BTC decline ahead of FOMC (more)

BULLISH BITES

🚨 The #1 investment to make before May 30 *

📈 Can gold keep beating US stocks?

💰 David Sacks sold $200M in crypto-related holdings before taking White House job, ethics memo says.

🤯 Americans lost $5.7 billion to investment scams in 2024, FTC says. Here’s how to protect yourself.

👂 Why your house needs a listening room.

DAILY SHARES

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