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Silicon Valley is freaking out
“Silicon Valley is freaking out” over this (so are their investors), Trump to hold off on Colombia tariffs after reaching deal, Trump seizes wartime powers in battle for fossil fuels, a TikTok purchase decision will be made within 30 days, and Musk exploring blockchain use in government efficiency effort...
Market Briefing
January 27, 2025
Good morning.
The Fast Five → Silicon Valley is “freaking out” over this (so are their investors), Trump to hold off on Colombia tariffs after reaching deal, Trump seizes wartime powers in battle for fossil fuels, a TikTok purchase decision to be made within 30 days, and Musk exploring blockchain use in government efficiency effort…
🚨 A rare pattern has just repeated for the third time in U.S. history.
- from Stansberry Research
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Monday, January 27:
BEFORE THE OPEN
As of market close 1/24/2025. Bitcoin as of 1/26/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑ 43.43% for Week of January 23 2025
Previous week: 25.43%. Updates every Friday.
Market Wrap:
Stock futures dip as markets brace for a big earnings week
Mag 7 heavyweights Meta, Microsoft, Tesla, and Apple report soon
Tech earnings may decide AI-fueled rally’s next move
Fed meeting Wednesday, key inflation data Friday
S&P 500 hit fresh record Friday, bull market still intact
EARNINGS
Here’s what we’re watching this week:
Tuesday: Boeing (BA), General Motors (GM), JetBlue (JBLU), Starbucks (SBUX)
Lockheed Martin (LMT) - earnings of $6.61 per share, (-16.3% YoY), on $18.8B revenue (-0.5% YoY)
Wednesday: UBS (UBS), Tesla (TSLA)
Meta (META) - earnings of $6.73 per share (+26.3% YoY) on $47B revenue (+17% YoY)
Thursday: Blackstone (BX), Comcast (CMCSA), Intel (INTC), Southwest Air (LUV), UPS (UPS)
Apple (AAPL) - earnings of $2.43 per share (+11.5% YoY) on $124.8B revenue (+4.3% YoY)
HEADLINES
Nasdaq 100 futures fall as much as 1.9%, Hong Kong stocks gain. ‘AI dominance cannot be taken for granted,’ Saxo’s Chanana.
Conversations said to be held with multiple public blockchains. The technology may be used to track government spending.
Trump to hold off on Colombia tariffs, reaches deal on migrants (more)
Big Tech earnings to test US stock rally (more)
Currency volatility set to wipe out emerging-market carry trades (more)
Dollar rises on tariff worries after Trump's Colombian threat (more)
Oil slips as Trump repeats call for OPEC to reduce prices (more)
Asian stocks gain as DeepSeek fuels China AI rally (more)
Trump seizes wartime powers in battle for more fossil fuels (more)
Google pushes global agenda to educate workers, lawmakers on AI (more)
Trump discussing TikTok purchase with multiple people, decision in 30 days (more)
Perplexity submits a new bid for TikTok (more)
Activist Ancora to push U.S. Steel to drop Nippon merger and oust CEO (more)
Universal Music Group and Spotify strike new agreement (more)
The last two times this happened, the market crashed 78% (the dot-com bust) and 89% (the Great Depression).
Today, according to one of America's leading experts (who’s predicted nearly every financial crisis of the last 25 years), what's coming next could soon crash the market by 50% or more, and keep it down for 10, 20, or even 30 years.
- A message from Stansberry Research -
DEALFLOW
M+A | Investments
Infinite Reality, a company empowering digital media and ecommerce, acquired Obsess, a virtual platform providing AI-powered interactive 3D solutions (more)
VC
ShopMy, a platform transforming creator marketing into a performance channel, raised $77.5M in funding (more)
Clutch, a FinTech company helping credit unions in their operations, raised $65M in Series B funding (more)
Tive, a supply chain and logistics visibility tech company, raised $40M in Series C funding (more)
Allara Health, a virtual care platform bridging the care divide for women battling chronic hormonal conditions, raised $26M in Series B funding (more)
Spaceium, a company building a network of in-space refueling stations, raised $6.3M in funding (more)
Pipeshift, an AI infrastructure startup, raised $2.5M in Seed funding (more)
CRYPTO
BULLISH BITES
🤖 How China’s new AI model DeepSeek is threatening US dominance.
🔎 Musk vs. Altman (and Trump): Anatomy of a feud.
🇨🇳 CIA now says Covid-19 was more likely the result of a lab leak.
🔥 After the wildfires: What a long rebuilding process will look like for Los Angeles homeowners.
🧥 Davos parkas through the years.
DAILY SHARES
“The name of the company is DeepSeek, a cutting edge AI lab that can build leading-edge foundational models 20x faster and cheaper than leaders like OpenAI.”
— Dr. Parik Patel, BA, CFA, ACCA Esq. (@ParikPatelCFA)
7:26 PM • Jan 26, 2025
Deepseek R1 is AI's Sputnik moment.
— Marc Andreessen 🇺🇸 (@pmarca)
10:16 PM • Jan 26, 2025
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