Economy shrinks

Big price hikes undercut Trump bet China will absorb tariffs, Nvidia warns China ‘not behind’ in AI, US economy shrank 0.3% in the first quarter, EU to present new trade proposals to US next week, and Amazon to spend $4 billion on small town delivery expansion...

Author

Market Briefing
May 01, 2025

Good morning.

The Fast Five → Big price hikes undercut Trump bet China will absorb tariffs, Nvidia warns China ‘not behind’ in AI, US economy shrank 0.3% in the first quarter, EU to present new trade proposals to US next week, and Amazon to spend $4 billion on small town delivery expansion…

Major Buy Alert

This rapidly developing story involves President Trump, trillions of dollars, practically every member of the Silicon Valley elite... Not to mention a potentially major upgrade to America's power grid.

See why one former $200 billion hedge fund manager says, "If you make one investment in 2025, I recommend making it this one."
-from Stansbery Research

Calendar: (all times ET) - Full Calendar

  • Today:
    Initial jobless claims, 8:30A
    Auto sales, TBA

  • Tomorrow:
    Unemployment report, 8:30A
    Factory orders, 10:00A

Your 5-minute briefing for Thursday, May 1:

BEFORE THE OPEN

As of market close 4/30/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 21.94% for Week of April 24 2025

Previous week: 24.44%. Updates every Friday.

Market Wrap:

  • Futures up: Dow +138 pts (0.3%), S&P +0.8%, Nasdaq +1.3%.

  • Meta +5%, MSFT +7% on strong quarterly results.

  • Markets rebounded after volatile session; GDP fell -0.3% vs. +0.4% forecast.

  • April MTD: S&P -0.8%, Dow -3.2%, Nasdaq +0.9%.

EARNINGS

Big earnings week. We’ll be posting in two-day increments:

Where to Invest $1,000 Right Now

I recently scoured the financial filings of one of the world's largest firms...

And based on what I found there, I'm prepared to put my reputation on the line.

I've found 19 stocks that went on to soar by 1,000% or more.

That's not normal. Few investors ever see anything close to a 1,000% gain.

It involves President Trump, trillions of dollars, practically every member of the Silicon Valley elite.

Not to mention a potentially MAJOR upgrade to America's power grid.

If you buy one stock in 2025, I recommend making it this one.

Whitney Tilson
Editor, Stansberry Research

HEADLINES

Trump says China will likely bear the brunt of his 145% tariff. But prices from popular sellers of made-in-China goods already suggest US shoppers will be paying a major portion of the bill.

“China is right behind us,” Huang said. “We are very close. Remember this is a long-term, infinite race.”

  • Dow rises more than 100 pts, S&P books third straight losing month (more)

  • US economy shrank 0.3% in Q1 as tariffs unleash flood of imports (more)

  • US has reached out to China to initiate tariff talks, CCTV says (more)

  • EU to present new trade proposals to US negotiators next week (more)

  • Surge in imports drives US GDP down as businesses navigate tariffs (more)

  • BlackRock: Investors can profit from diversifying beyond the 60/40 amid volatility (more)

  • Meta, Microsoft reports lift AI-related stocks (more)

  • Microsoft shares jump on earnings, revenue beat as cloud business grows 33% (more)

  • Meta shares rise on stronger-than-expected revenue (more)

  • Robinhood beats Q1 estimates despite revenue, crypto trading dip (more)

  • Amazon to spend $4 billion on small town delivery expansion (more)

DEALFLOW

M+A | Investments

  • Novartis to acquire Regulus Therapeutics for up to $1.7B

  • Alimentation Couche-Tard signs NDA for takeover talks with Japan's Seven & i

  • LendingClub Corporation acquired the AI-powered spending intelligence platform Cushion

  • AQM Technologies, a provider of software testing for financial institutions, acquired TRaiCE, AI-driven business risk monitoring solutions

  • Sun Nuclear, a Mirion Medical company, acquired Oncospace, AI-powered solutions for the radiation oncology community

VC

  • True Anomaly, a space security company, raised $260M in Series C funding

  • Canopy, a firm-wide operating system for accounting, raised $70M in Series C funding

  • Plenful, an AI workflow automation platform modernizing healthcare operations, raised $50M in Series B funding

  • Nuvo, a network accelerating modern B2B trade, raised $45M in funding

  • Glacier, a maker of recycling robots, raised $16M in Series A funding

  • Spark Biomedical, a company specializing in wearable neurostimulation technology, raised $15M in Series A funding

  • InventWood, a creator of SUPERWOOD material, raised $15M in the first close of its Series A funding round

  • Manifest, a cybersecurity startup, raised $15M in Series A funding

  • Field Materials, an AI platform for material and equipment procurement in construction, raised $10.5M in Series A funding

  • Queens Carbon, a developer of new cement technology, raised $10M in Seed funding

  • TeamOhana, headcount management and compensation planning software, raised $7.5M in Seed funding

  • Swivel, a no-code AI workflow automation platform for advertising operations, raised $5.8M in Series A funding

  • Noma Therapy, a mental health tech startup, raised $4.25M in funding

  • Structify, a company that turns data into customized, structured datasets, raised $4.1M in Seed funding

CRYPTO

  • Crypto stocks emerge unscathed from April’s market turmoil (more)

  • BlackRock brings blockchain push to a $150B Treasury Fund (more)

  • Key crypto group backs specific lawmakers for the first time (more)

  • Ripple offered $4B-$5B for stablecoin issuer Circle (more)

BULLISH BITES

🚨 Jeff Bezos quietly backing world-changing tech (not AI) *’

🤖 Meet the companies racing to build quantum chips.

💔 OpenAI co-founder and CEO Sam Altman and Microsoft CEO Satya Nadella are splitsville.

📰 Scoop: White House launches Drudge-style website to promote Trump.

😫 The Temu community is in shambles.

DAILY SHARES

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