BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↓ 32.89% for Week of MAY 29 2025

Market Wrap:

• Futures near flat: Dow -23 pts (-0.06%), S&P -0.07%, Nasdaq -0.06%

• Wed close: S&P +0.01%, Nasdaq +0.32%, Dow -91 pts (-0.22%)

• Five Below +4%, MongoDB +14% on Q1 earnings beats

• ADP payrolls miss big: 37K vs. 110K estimate

• Tariffs seen pressuring profits through Q3, despite low inflation

• Nasdaq leads weekly gains so far: +1.8%; S&P +1%, Dow +0.4%

EARNINGS

Here’s what we’re watching this week:

• Today: Lululemon $LULU ( ▼ 19.69% )

  • Broadcom $AVGO ( ▼ 4.02% ) - earnings of $1.57 per share (+42.7% YoY) on $15B revenue (+19.9% YoY)

See full calendar here »

A MESSAGE FROM STANSBERRY RESEARCH

Bloomberg: “[This] Could Achieve a $40 Trillion Valuation”

If you missed out on Amazon, Netflix, Apple...

Stay tuned, because Bloomberg says Jeff Bezos' new project could "achieve a $40 trillion valuation."

If you play this right, you could capture huge profits.

But according to Whitney Tilson, the former hedge fund manager who bought Amazon before it soared more than 8,000%, Netflix before it soared more than 11,000%, and Apple before the stock soared more than 65,000%...

You have to move quickly.

Go here for the full story.

HEADLINES

Musk Urges Americans Take Action: ‘KILL the BILL’ 

Amazon to Test Humanoids for Package Delivery with Rivian Electric Vans

• Wall Street’s big rally stalls following some discouraging economic data (more)

• Global stocks hit record as economic bets outweigh trade jitters (more)

• Trump airs frustrations with Xi and Powell over elusive economic goals (more)

• ECB to cut rates again as the case builds for a summer pause (more)

• Fed ‘Beige Book’ report cites declining growth, rising prices and slow hiring (more)

• Treasury yields tumble as wagers on September Fed rate cut grow (more)

• Oil investments to fall 6% on lower demand and prices (more)

• Global energy investment set to hit record $3.3 trillion in 2025 (more)

• Elon Musk’s AI startup set to get debt backing from TPG (more)

• Wells Fargo allowed to grow again after 7 years under asset-cap penalty (more)

• Amazon to invest $10 billion in North Carolina data centers in AI push (more)

• Robinhood is a ‘prime candidate’ for S&P 500 addition, BofA says (more)

• Reddit sues AI startup Anthropic for breach of contract (more)

DEALFLOW

M+A | Investments

• BayPine agrees to acquire majority stake in Harbor Global

• IonQ closes acquisition of Lightsynq

• Datasite, a SaaS provider of AI-powered workflow collaboration and automation solutions for M&A, acquired Grata
  

VC

• Vivrelle, a luxury accessories membership club, raised $62M in Series C funding

• Sema4.ai, an enterprise AI agent company, raised $25M in a Series A extension round, bringing its total Series A funding to $55.5M

• Reserv, a tech-enabled TPA company, raised $25M in Series B funding, bringing total funding to $55M

• Obvio, a company improving traffic safety with an AI-powered traffic camera solution, raised $22M in Series A funding

• Compyl, a GRC platform, raised $12M in Series A funding

• Canid, a healthcare technology company, raised $10M in Series A funding.

• emptyvessel, an independent games studio, raised an undisclosed amount in Series A funding, bringing total raised to $11M.

• Simetrik, an AI reconciliation platform, raised an additional $30M in funding, bringing its Series B to $85M

• Amperos Health, a company providing Amanda, an AI biller specifically created for healthcare providers, raised $4.2M in Seed funding

CRYPTO

• Stablecoin firm Circle’s IPO raises $1.1 billion in upsized deal (more)

• Baby boomers worth $79T are finally getting on board with Bitcoin (more)

• JPMorgan plans to offer clients financing against crypto ETFs (more)

BULLISH BITES

🚀 Our #1 Tech Stock of 2025 (Not NVDA). *  

🇺🇸 The slowdown of the US economy depends on your vantage point.

⚡️ How vibe coding is tipping Silicon Valley’s scales of power.

✈️ Turn that nest egg of mileage points into an inheritance.

🎳 The bowling shot of the century.

DAILY SHARES

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