The Tiny Device Powering a $16 Trillion Revolution

Is this tiny piece of hardware the key to unlocking what could be the most lucrative economic opportunity of our lifetime?

While the mainstream media is focused on ChatGPT, Nvidia, and Elon Musk's next move...

A much bigger story is quietly beginning to play out... one that could change the way you eat, sleep, work, and live – starting as soon as May 31.
- from our research partner

BEFORE THE OPEN

Pre-Market:

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

Market Wrap:

• Futures: S&P -0.1%, Dow flat, Nasdaq -0.3%.

• AAPL -4% on weak Services rev, $900M tariff hit; AMZN -2% on soft outlook.

• Dow +0.2%, S&P +0.6%, Nasdaq +1.5% Wed; AI trade lifted by META, MSFT.

• 76% of S&P 500 firms beat earnings.

• April jobs report Fri: est. +133K vs. +228K prior; jobless claims 241K.

• Week-to-date: S&P +1.4%, Dow +1.6%, Nasdaq +1.9%.

EARNINGS

Here’s what we’re watching today:

Full calendar here »

SIGNAL | From OUR RESEARCH PARTNER

Have You Dumped AAPL Stock Yet?

Just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks and iPhones from China and India to the U.S.

The company is doing whatever it can to stop investors from dumping the stock, which has lost nearly $800 billion in market value in just a few days.

If you own AAPL shares, please watch this new presentation before it's too late.

HEADLINES

Tesla Board Opened Search for a CEO to Succeed Elon Musk

Apple Warns of $900 Million Tariff Hit

• Stocks close higher, lifted by Microsoft, Meta earnings (more)

• Tariffs squeeze US manufacturing in April, lift input prices (more)

• Dollar poised for third weekly gain as tariff concerns ease (more)

• Gold heads for weekly loss as traders pare back US rate cut bets (more)

• China says it’s evaluating US overtures to initiate talks on trade (more)

• US and Ukraine sign major mineral resources agreement (more)

• Microsoft and Meta Platforms lead Wall Street higher (more)

• Charles Schwab CEO says investors are cutting risk after April turmoil (more)

• Musk says DOGE should examine Federal Reserve costs (more)

• Amazon sinks as key forecast spooks investors (more)

• Reddit stock surges near 20% crushing Q1 estimates (more)

• McDonald’s sees sharpest US sales decline since 2020 (more)

• Vanguard’s VOO, world’s biggest ETF, nabs record flows in April (more)

DEALFLOW

M+A | Investments

• Uber teams up with May Mobility to launch robotaxis in US cities

• ArborXR, an enterprise XR device management platform, acquired InformXR, an XR learning analytics platform

• SwiftComply, a software platform for water compliance, acquired CloudCompli and NPDESPro, providers of stormwater compliance solutions

• F2 Strategy, a wealth management tech and marketing services company, acquired MD Solutions LLC, a fintech, software, and operations provider

• Maridea Wealth Management, an independent wealth management firm, received an investment from 119th Street Capital and Pelican Capital

VC

• Phoenix Tailings, a rare earth metals refining company, raised an additional $33M in Series B funding

• Zoe, a digital end-to-end wealth platform connecting RIAs and investors, closed a $29.6M Series B funding round

• QbDVision, a Digital CMC platform for the life sciences industry, closed a $13M financing round

• EdgeRunner AI, a developer of on-device AI agents for military and enterprise applications, raised $12M in Series A funding

• Stately Bio, a startup developing cell therapies using an ML-powered platform, raised $12M in Seed funding

• QCDx, a diagnostics company specializing in circulating tumor cell detection, closed a $7M financing round

• Peek, a virtual leasing platform provider, raised $5M in Series A funding

• Blacksmith, a high-performance continuous integration cloud platform, raised $3.5M in Seed funding

CRYPTO

• Saylor's Strategy reports fifth consecutive quarterly loss, announces $21 bln equity offering (more)

• World Liberty Financial, the Trump family's decentralized finance project, said its new stablecoin is being used for a $2 bln investment in Binance (more)

• Bitcoin bulls prep $97K resistance showdown as gold dips 8% from highs (more)

BULLISH BITES

🚨 The biggest economic story nobody's talking about (yet) *’

🇺🇸 Analysis: The US is not an ‘emerging market’ — yet.

🦉 Duolingo launches 148 courses created with AI after sharing plans to replace contractors with AI.

🐦 Scenes from the fifth annual European Gull Scream Championship.

🍸 The 50 best bars in North America.

DAILY SHARES

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