BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑ 37.70% for Week of MAY 22 2025

Market Wrap:

• Futures climb: S&P +0.8%, Nasdaq +1.2%, Dow +206 pts (+0.5%)

• Wed: S&P fell 0.6%, Nasdaq -0.5%, Dow -245 pts

• Nvidia jumps 4% after crushing Q1, data center revs +73%

• Salesforce beats, lifts full-year outlook; shares +1%

• May gains: S&P +5.7%, Dow +3.5%, Nasdaq +9.5%

• AI optimism outshines tariff noise after Trump delays EU duties

EARNINGS

Here’s what we’re watching this week:

• Today: American Eagle $AEO ( ▼ 1.97% ), Gap $GAP ( ▼ 20.18% ), Kohl's $KSS ( ▲ 1.12% ), Ulta Beauty $ULTA ( ▲ 11.78% ) 

  • Costco $COST ( ▲ 3.12% ) - earnings of $4.24 per share (+12.2% YoY) on $63.1B revenue (+7.8% YoY)

See full calendar here »

SIGNAL | From Weiss Ratings

When Jensen Huang walked on stage for his keynote speech at the recent Consumer Electronics Show in Las Vegas, you could've heard a pin drop.

The market hung on his every word.

And he pulled back the curtain on a brand-new technology …

Robots — built by Nvidia.

Forbes says this could be "a $24 trillion opportunity for investors."

Huang said, "The ChatGPT moment for robotics is right around the corner."

In fact, I believe these robots could impact 65 million Americans lives — this year.

And one stock — currently priced around $7 — could be the biggest winner.

To see a live demonstration with one of these robots, simply go here.

- a message from Weiss Ratings -

HEADLINES

Trump Global Tariffs Deemed Illegal, Blocked by Trade Court

Nvidia Beats on Earnings and Revenue as Data Center Sales Jump 73%

• Indexes end down after chip designers ease late; Nvidia jumps after the bell (more)

• Fed minutes: worried about 'difficult tradeoffs' if tariffs reaggravate inflation (more)

• Trump bristles at ‘TACO Trade’ that bets on him backing down (more)

• Oil jumps after US trade court blocks Trump’s tariffs (more)

• US banks tiptoe toward crypto, awaiting more green lights from regulators (more)

• Joby Aviation pops 28% as air taxi maker closes $250M Toyota investment (more)

• GameStop drops 9% despite $500 million Bitcoin purchase (more)

• Salesforce turns in strong results and optimistic forecast (more)

• Abercrombie soars over 14% as strong demand drives first-quarter beat (more)

• Tesla investors ask board to make Musk work full-time (more)

• Anthropic appoints Netflix Chairman Reed Hastings to board of directors (more)

• Zuckerberg says Meta AI has 1 billion monthly active users (more)

• Elon Musk’s Neuralink raises fresh cash at $9B valuation (more)

DEALFLOW

M+A | Investments

• E.l.f. buys Hailey Bieber’s Rhode Cosmetics brand in $1 billion deal

• Global Payments to sell payroll unit to Acrisure for $1.1 billion

• Cantor Fitzgerald to buy UBS hedge fund unit

• AMD buys Enosemi to boost co-packaged optics offerings

• Bridgepoint in talks to sell French broker Kereis to Advent

• KKR's Nuttall open to M&A to grow global Atlantic insurance arm

VC

• Hex, an AI-powered workspace for data science and analytics, raised $70 million in Series C funding

• CloudZero, a company specializing in proactive cloud cost efficiency, raised $56M in Series C funding

• Conduit, a cross-border payments platform empowered by stablecoins, raised $36M in Series A funding

• Creatify, an AI platform for video advertising, raised $15.5M in Series A funding

• Palla, a platform enabling instant cross-border payments for global financial institutions and fintech firms, raised $14.5M in Series A funding

• Context, an AI-native office suite, raised $11M in Seed funding

• Oncade, a platform for game distribution that turns gaming communities into revenue engines, raised $4M in Seed funding

• Spott, an operating platform for recruitment agencies, raised $3.2M in funding

• BlockSpaces, a provider of Bitcoin-native infrastructure, raised $2M in funding

• Javara, an integrated research organization, raised an undisclosed amount in Series C funding

• Minset, an agentic AI platform for healthcare revenue cycle management, raised an undisclosed amount in Seed funding

• Deccan AI, a startup specializing in pristine data for AI model training, raised an undisclosed amount of funding from Prosus Ventures

CRYPTO

• JD Vance touts bitcoin’s emergence and hails pro-Trump crypto investors (more)

• Labor Dept rescinds Biden-era guidance for crypto in 401(k) plans (more)

• GameStop officially confirms first Bitcoin purchase of 4,710 BTC (more)

• Bitcoin whales keep buying as BTC price dip targets include $94K (more)

BULLISH BITES

🚨 This robot is coming to 65 million Americans… this year. *  

🤖 Sam Altman and Jony Ive will force AI into your life.

🫢 How a columnist's catchphrase caused an Oval Office stir.

🧴 Your grandpa’s cologne, reimagined.

⌚️ Why David Silver’s new vintage Rolex coffee table book is essential reading for collectors.

DAILY SHARES

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