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New tariffs?
Trump floats 25% tariffs on US auto, drug, chips, DOGE effort has saved $50 Billion so far, judge denies bid to halt Musk access to US agencies, Intel pops 16% for best day in 5 years, and Lutnick confirmed as Commerce Secretary...
Market Briefing
February 19, 2025
In partnership with
Good morning.
The Fast Five → Trump floats 25% tariffs on US auto, drug, chips, DOGE effort has saved $50 Billion so far, judge denies bid to halt Musk access to US agencies, Intel pops 16% for best day in 5 years, and Lutnick confirmed as Commerce Secretary…
“Elon's #1 AI Stock" SET TO SOAR
Forget ChatGPT!
Because Elon's AI promises to be 100x more powerful.
After all, ChatGPT just works online...
While Elon's AI works in the real world.
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Wednesday, February 19:
BEFORE THE OPEN
As of market close 2/18/2025.
Pre-Market:
 |  |
US Investor % Bullish Sentiment:
↓ 28.42% for Week of February 13 2025
Previous week: 33.33%. Updates every Friday.
📈 Bloomberg: Elon’s new AI startup is more powerful than its competitors »
- from Behind The Markets
Market Wrap:
Stock futures were flat after a winning session.
Dow futures added 14 points, S&P and Nasdaq gained under 0.1%.
Arista fell 4%, Bumble plunged 18%, Toll Brothers dropped 5%.
S&P 500 hit a record, closing up 0.24% at 6,129.58.
Market remains resilient despite trade and inflation concerns.
EARNINGS
Here’s what we’re watching this week:
Today:
Klaviyo (KVYO) - earnings of $.06 per share (-33.3% YoY), on $257.2M revenue (+27.6% YoY)
Thursday: Rivian (RIVN)
Walmart (WMT) - earnings of $.65 per share (+8.3% YoY) on $178.8B revenue (+4.0% YoY)
Booking Holdings (BKNG) - earnings of $36.01 (+11.1% YoY) on $5.2B revenue (+8.3% YoY)
HEADLINES
Trump said an announcement would likely come as soon as April 2.
US Treasury chief says no need to worry about private data. Ukraine partnership will show US citizens a return on support.
Lutnick confirmed as Commerce Secretary (more)
S&P ekes out all-time closing high as Fed minutes eyed (more)
Dollar firms on Ukraine tensions (more)
Homebuilders raise alarm over tariffs as sentiment falls to 5-mo low (more)
US consumers rush to buy as Trump tariffs fuel stockpiling (more)
Foreign holdings of US Treasuries fall in December (more)
BlackRock paused corporate meetings in wake of new rules on ESG (more)
Judge denies bid to halt Musk access to US agencies for now (more)
Intel pops 16% for best day since March 2020 on potential breakup (more)
HSBC expects revamp to cost $1.8 billion over two years (more)
Ackman dangles $900M in new bid to revamp Howard Hughes (more)
TOGETHER WITH AI CAPITAL NEWS
The AI Stock Poised to Soar Under Trump’s $500B Plan
Nvidia was a standout opportunity back in February 2019, delivering a massive 490% return.
Now, there's another under-the-radar AI stock, 2,500x smaller than Nvidia, with significant potential. And with Trump’s recent $500 billion AI push, the timing couldn’t be better.
DEALFLOW
M+A | Investments
X is in talks to raise money at a $44 billion valuation (more)
‘Pokémon Go’ maker nears $3.5B deal to sell games unit (more)
HP to acquire parts of Humane, AI pin startup from ex-Apple managers, for $116M (more)
Quokka Care, a healthcare tech solutions for the remote patient monitoring space, received a strategic Growth investment from Ray Guzman (more)
VC
Bambusa Therapeutics, a biotech company, raised a Series A financing of approximately $90M (more)
Hightouch, a data and AI platform for marketing and personalization, raised $80M in Series C funding (more)
Endovascular Engineering, Inc., a medical technology company for Pulmonary Embolism, raised $42M in Series B funding (more)
Subsense, a neurotechnology company developing a non-surgical Brain-Computer Interface, raised $17M in Seed funding (more)
Perceive Pharma, a pharmaceutical company advancing therapeutics in ophthalmology, raised $15M in Series A funding (more)
Vema Hydrogen, a company developing stimulated geologic hydrogen (SGH), raised $13M (more)
DiligentIQ, a platform for conducting private equity due diligence, raised $12M in Series A funding (more)
MirrorTab, a provider of advanced web application protection, raised $8.5M in Seed funding (more)
Brother's Bond Bourbon, a whiskey brand, raised $7.5M in funding (more)
Keebler Health, an AI-native risk adjustment platform for healthcare providers, raised $6M in Seed funding (more)
SRA Watchtower, a financial tech platform, raised $4M in funding (more)
Maestro, an enterprise-grade infrastructure designed for Bitcoin DeFi, raised $3M in Seed (more)
FullEnrich, a data enrichment aggregator, has raised $2M in seed funding (more)
CRYPTO
BULLISH BITES
🪐 The people in Elon Musk’s DOGE universe.
🤖 Humane is shutting down the AI Pin and selling its remnants to HP.
🤔 AI can fix bugs—but can’t find them, exposing limits to software engineering.
🥯 This isn’t your normal Saturday morning hangover bagel.
DAILY SHARES
HP’s hardware tech M&A strikes again
— Trung Phan (@TrungTPhan)
1:30 AM • Feb 19, 2025
How to make money on X:
1. Have Elon’s baby
— Douglas A. Boneparth (@dougboneparth)
3:40 PM • Feb 17, 2025
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