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Clash of the titans
Trump pushes to use tariffs to pay for tax cuts, Musk and Altman spar over $100 billion AI venture, Zelenskiy appeals to Trump in Davos, Netflix shares soar to record high, and MrBeast discussing TikTok bid...
Market Briefing
January 23, 2025
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Good morning.
The Fast Five → Trump pushes to use tariffs to pay for tax cuts, Musk and Altman spar over $100 billion AI venture, Zelenskiy appeals to Trump in Davos, Netflix shares soar to record high, and MrBeast discussing TikTok bid…
These Six “Picks and Shovels” Companies Are the
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- from Porter & Company
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Thursday, January 23:
BEFORE THE OPEN
As of market close 1/22/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↓ 25.43% for Week of January 16 2025
Previous week: 34.67%. Updates every Friday.
Market Wrap:
Stock futures flat after S&P 500 nears record highs.
S&P 500 gained 0.61%, Nasdaq up 1.28%, Dow added 0.30%.
Market rally fueled by tax cut hopes, deregulation, and strong earnings.
Netflix jumped 9% on earnings beat; Alaska Air, Knight-Swift rose after hours.
Jobless claims, KC Fed manufacturing data ahead
EARNINGS
Here’s what we’re watching:
Friday: Verizon (VZ)
American Express (AXP) - earnings of $3.05 per share (+16.4% YoY) on $17.2B revenue (+8.7% YoY)
HEADLINES
President Trump is pushing a plan to explicitly use revenue from higher tariffs on imported goods to help pay for extending trillions of dollars in tax cuts.
S&P 500 hits record high with boost from AI investment plan (more)
Zelenskiy appeals to Trump in Davos (more)
Trump uncertainties push safe-haven gold to near all-time high (more)
Oil prices extend losses on uncertainty over tariff impact (more)
Netflix shares soar to record after huge gain in subscribers (more)
Nvidia could be a big winner from Trump's Stargate AI project (more)
Tech giants, cloud titans face 'show me' moment (more)
Google agrees to new $1 billion investment in Anthropic (more)
Meta backs data analytics firm Databricks as AI boom attracts investors (more)
Microsoft’s business development chief Chris Young resigns (more)
Cathie Wood sees Trump agenda reviving US IPOs (more)
MrBeast discussing TikTok bid with ‘several’ interested buyers (more)
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DEALFLOW
M+A | Investments
VC
Databricks, a data and AI company, received a $5.25 billion credity facility and closed its Series J funding (more)
BPR Hub, a cloud-based compliance management system for manufacturing companies, raised $2.6M in Seed funding (more)
Highnote, a card issuance and program management company, raised $90M in Series B funding (more)
Eleos, a company specializing in AI for behavioral health, raised $60M in Series C Funding (more)
Lindus Health, a company that enables customers to run clinical trials, raised $55M in Series B funding (more)
Music AI, an AI-powered music and audio technology company, raised $40M in Series A funding (more)
Sonocharge Energy, a platform for battery performance, raised $23.5M in funding (more)
Percipio Health, a population health monitoring and management platform, raised $20M in funding (more)
Belfry, a platform for physical security providers, raised $12M in Series A funding (more)
Bedrock Energy, a geothermal heating and cooling startup, raised $12M in Series A funding (more)
Baton, a marketplace for SMB acquisitions, raised $10M in Series A Funding (more)
DryRun Security, an AI-native company delivering application security for development teams, raised $8.7M in Seed funding (more)
Teal, an AI-powered career platform, raised $7.5M in Series A funding (more)
Axoflow, a cybersecurity startup helping enterprises handle security data, raised $7M in Seed funding (more)
Musaffa, a comprehensive platform for ethical investing, raised over $4M in funding (more)
Beanstack, a solution for motivating people to read, raised $1.5M in funding (more)
CRYPTO
BULLISH BITES
🤪 ‘The vibes were off’: How half a day without TikTok changed everything
🚶🏼♂️ Musk offers $6,000 a month for walking 8 hours a day—but there’s a catch.
🐤 Stripe accidentally put a cartoon duck in their lay off email.
🚫 ‘Boomerasking’ is a big, self-centered foul in conversation.
DAILY SHARES
can’t let them down
— sophie (@netcapgirl)
3:43 PM • Jan 22, 2025
CEOs getting their first phone call from Elliott (now a 12% equity owner)
— JUNK BOND ANALYST (@junkbondanalyst)
6:05 PM • Jan 21, 2025
The real menace this whole time been the Delta Smelt.
— Autism Capital 🧩 (@AutismCapital)
2:34 AM • Jan 23, 2025
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