BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 20.94% for Week of MAY 1 2025

Market Wrap:

• Dow futures +270 pts, S&P +0.8%, Nasdaq +1% ahead of Fed rate decision.

• Tuesday recap: Dow -390 pts, S&P -0.8%, Nasdaq -0.9%.

• Fed expected to hold rates steady; Powell’s comments under scrutiny

• Trump tariffs raise inflation risk, complicating Fed path.

• Macquarie’s Wizman: “Don’t expect dovish rescue from the Fed.”

• AMD +2% on earnings; Rivian -2% after cutting 2025 delivery target.

EARNINGS

Here’s what we’re watching this week:

• Today: Arm Holdings $ARM ( ▲ 5.34% ), DoorDash $DASH ( ▼ 0.49% ), Shopify $SHOP ( ▲ 3.5% ), Uber $UBER ( ▼ 1.43% )

  • Walt Disney $DIS ( ▲ 1.4% ) - UBS analyst reiterates Buy rating but reduced his 12-mo price target to $105 from $130

• Thursday: DraftKings $DKNG ( ▲ 1.51% ), MARA $MARA ( ▼ 3.05% ), Paramount Global $PARA ( ▼ 1.5% ), Peloton $PTON ( ▼ 2.79% ), Tapestry $TPR ( ▼ 0.41% )

  • Coinbase $COIN ( ▲ 2.53% ) - Analyst overweight (or "Buy") rating on COIN and a 12-mo target price of $310

Full calendar here »

SIGNAL | From OUR RESEARCH PARTNER

How to Invest in Elon Musk's Optimus
Before its Launch

Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind".

One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account.

- from InvestorPlace -

HEADLINES

US-China Trade Talks to Start This Week Focused on De-Escalation

Traders Bet It Will Take Longer for Fed to Start Cutting Rates

• S&P 500 futures rise on trade deal optimism (more)

• Trade deficit widens to a record $140.5 billion (more)

• Trump movie tariffs threat bashes entertainment stocks (more)

• Oil jumps as traders buy the dip (more)

• China cuts key interest rates to buoy economy (more)

• 'Asian crisis in reverse' as currencies soar on the dollar (more)

• DOJ seeks forced breakup of Google ad businesses to ‘terminate’ monopolies (more)

• Rush to beat tariffs boosts US trade deficit to record high in March (more)

• Milken private-credit crowd spots ‘golden’ moment amid chaos (more)

• Small investors rushed into Berkshire shares during dip (more)

• Palantir sinks 12% after Q1 beat fails to impress investors (more)

• AMD will take $1.5 bln hit to revenue from chip restrictions to China (more)

• OpenAI plans to cut Microsoft revenue share after restructuring (more)

DEALFLOW

M+A | Investments

• DoorDash to acquire UK's Deliveroo in $3.9 billion deal

• AMETEK to acquire FARO Technologies in deal valued at $920M

• Castle Biosciences, a company improving health through tests that guide patient care, acquired Previse, a gastrointestinal health company

VC

• Onebeat, a dynamic inventory optimization and execution platform, raised an additional $15M in funding

• Specialty Printing, a manufacturer developing labeling solutions, raised $11.5M from Advantage Capital

• Posha (formerly Nymble), a food tech company providing an AI-driven kitchen assistant, raised $8M in Series A funding

• Agree.com, an e-signature platform, raised $7.2M in Seed funding to integrate payments for faster transactions

• Rentana, an AI-driven revenue intelligence platform for multifamily owners and operators, closed a $5M funding round

• Tesseral, an authentication infrastructure for B2B software companies, raised $3.3M in Seed funding

• Armatus Bio, a biotech company developing new vectorized RNAi therapeutics, received a $3 milliom investment from SOLVE FSHD

• Simcoach Games, a health tech company specializing in gamified skill-building tools, raised $265,000 in Seed funding

• BookitnGo, a B2B AI-powered travel platform, raised an undisclosed amount in Series A funding

• Lovelace AI, an AI company providing real-time data fusion, raised an undisclosed amount in Seed funding

CRYPTO

• Bitcoin rises as US-China trade talks spark bullish crypto bets (more)

• Ethereum’s latest upgrade is seen doing little to bolster price (more)

• 764,000 crypto wallets that bought the Trump meme coin lost money, data shows (more)

BULLISH BITES

📈 Rare opportunity for brave buyers. *

✅ An interview with Ken Rogoff, the economist who got Trump right.

⚖️ Elon Musk to go ahead with lawsuit against OpenAI.

😩 Lifestyles of the Rich and Miserable.

🍸 Why tiny cocktails are big news.

DAILY SHARES

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