BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑ 35.93% for Week of MAY 15 2025

Market Wrap:

• Dow futures -292 pts; S&P -0.7%; Nasdaq -0.8%

• Moody’s downgrades US credit to Aa1 on debt, deficit risks

• Downgrade adds pressure as Trump tariffs weigh

• Stocks rallied last week on US-China tariff truce

• Nasdaq +7%, S&P +5%, Dow +3%, now up YTD

• Monday: Fed speakers and leading indicators ahead

EARNINGS

Here’s what we’re watching this week:

• Tuesday:

  • Home Depot $HD ( ▲ 2.09% ) - earnings of $3.59 per share (-1.1% YoY) on $39.1B revenue (+7.5% YoY)

• Wednesday: Lowe’s $LOW ( ▲ 1.91% ) 

  • Snowflake $SNOW ( ▲ 2.57% ) - earnings of $.21 per share (+50% YoY) on $1.01B revenue (+21.3% YoY)

  • Target $TGT ( ▲ 2.24% ) - earnings of $1.70 per share (-16.3% YoY) on $24.4B revenue (-0.4% YoY)

• Thursday: Ross Stores $ROST ( ▲ 3.74% ), Workday $WDAY ( ▲ 1.4% )

See full calendar here »

SIGNAL | from WEISS RESEARCH

The Robotics Revolution Has Arrived

Nvidia CEO Jensen Huang recently laid out their vision for the future of robotics. Creating the first multitrillion-dollar robot.

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

And I'm about to conduct a live demo, right here on camera …

Giving you a sneak peek at this innovative breakthrough.

Showing you exactly what this trillion-dollar robot can do…

And why it could be so crucial to America's future …

I'll also tell you more about this $7 company Huang and Nvidia joined forces with to make it happen.

Go here to watch this live demonstration.

- from Weiss Research

HEADLINES

Investors Await Another Monday Jolt After Moody’s Downgrades US

Trump to Walmart: 'Eat The Tariffs’

• Stock futures slide after U.S. debt downgrade highlights deficit risk (more)

• China-US trade truce prompts nations to consider tougher tactics (more)

• Trump tax bill passes in key US House committee vote (more)

• Speaker Johnson sets Memorial Day deadline for ‘historic’ budget bill revote (more)

• Prices will rise, Bessent says, as tariff pressure grows (more)

• UK overtakes China as second-largest US Treasury holder (more)

• OpenAI, Oracle to help UAE develop massive data center (more)

• Dimon heads for JPMorgan exit, and investors aren't happy (more)

• Activist hedge fund goes all in against a casino empire (more)

• Buffett's Berkshire exits billion-dollar bet ahead of retirement (more)

• Family offices added US stocks ahead of Trump’s ‘Liberation Day’ (more)

• Costco rolls out buy now, pay later through Affirm (more)

DEALFLOW

M+A | Investments

• Capital One completes acquisition of Discover Financial Services

• Nvidia in advanced talks to invest in quantum computing startup PsiQuantum

• Verizon wins FCC approval for $9.6B Frontier acquisition

• Charter Communications to acquire Cox Communications for $21.9B

• Xiaomi to invest at least $6.9B in chip design

• Cofactr, a source-to-pay and logistics platform for critical hardware manufacturers, acquired hardware sourcing platform Cogbase

• Left Main REI, a Salesforce-based CRM and AI platform for real estate investors, closed a Seed round and major investment from Cofounders Capital

VC

• Akido, an AI and care delivery company, raised $60M in Series B funding

• Cognichip, an artificial chip intelligence company improving semiconductor design, raised $33M in Seed funding

• Fieldstone Bio, a company delivering AI-powered living sensors to identify environment elements at massive scales, raised $5M in Seed funding

CRYPTO

• Bitcoin notches record weekly close after highest-ever daily close candle (more)

• Meet ‘Ice,’ ‘Ogle’ and other crypto millionaires who bought a night with Trump (more)

• Binance and Kraken reportedly fend off social engineering hack (more)

• Crypto-related abductions are on the rise globally (more)

BULLISH BITES

🤖 You’re not going to believe what this robot can do… *  

📱 Beyond Nvidia, four things to know at Asia’s biggest Tech Show.

🇺🇸 Google is teaching American adults how to be adults.

🤫 In big cities, peace and quiet is becoming a perk worth paying for.

🐴 Polo Clubs are booming in the Hamptons of South America.

DAILY SHARES

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