BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑ 29.45% for Week of MAY 8 2025

Market Wrap:

• S&P 500 futures -0.2%; Nasdaq futures -0.1%; Dow futures -173 pts

• Yesterday: S&P +0.1%, Nasdaq +0.7% (6-day win streak), Dow -0.2%

• Foot Locker +60% after report Dick’s near $2.3B buyout deal

• UnitedHealth -8% after DOJ probe report; company says not notified

• Tech surges: Nvidia & Tesla +16% WTD; Meta +11%, AMZN & GOOGL +8%

• Core CPI rose 0.2% in April, cooler than 0.3% estimate

EARNINGS

Here’s what we’re watching this week:

• Today:

  • Walmart $WMT ( ▼ 0.5% ) - earnings of $.58 per share (-3.3% YoY) on $164.5B revenue(+2.9% YoY)

Full calendar here »

SIGNAL | with PORTER & COMPANY

The Most Powerful Man in America?

Forget Elon Musk, Donald Trump, or J.D. Vance… this bombshell exposé reveals the real power behind the throne, and what he has planned next for the U.S. economy.

He’s called The Heretic and you’ve likely never heard of him.

But before almost anyone else, he foresaw the rise of social media, artificial intelligence, fintech, and Bitcoin… and made billions of dollars for those who listened.

Better yet, he just issued his next major prediction.

Go here to get all the details »

- from Porter and Company

HEADLINES

Boeing Marks Comeback From Crisis With Record Qatar Air Deal

UnitedHealth Under Criminal Investigation for Medicare Fraud

• S&P 500 ticks higher, investors focus on trade, wait for data (more)

• Fed’s Daly says US economy still solid (more)

• Foreign investment into Europe falls to nine-year low (more)

• Cohen: stocks could retest April lows, sees 45% chance of recession (more)

• CoreWeave beats on revenue, reports 400% growth in first earnings after IPO (more)

• eToro pops 29% in Nasdaq debut (more)

• Private credit’s latest golden moment is hiding the cracks (more)

• Capital One cheated customers out of millions from ‘high interest’ accounts (more)

• Tesla board chair's $180M stock sales come under scrutiny (more)

• Josh Kushner’s Thrive Capital gains $522M from Carvana trade (more)

• YouTube introduces an interactive product feed for shoppable TV ads (more)

DEALFLOW

M+A | Investments

• US, Qatar deals to generate $1.2 trillion in 'economic exchange'

• Qatar Airways signs deal for 160 Boeing jets during Trump visit

• Dick's Sporting Goods closes in on deal to buy rival Foot Locker

• Novo Nordisk strikes $2.2B deal with Septerna to develop new obesity treatments

• Aeva sells 6% stake and inks manufacturing deal, shares rise

• Bluebird Bio receives higher upfront offer from PE firms Carlyle, SK Capital

• Databricks, a data and AI company, acquires Neon, a provider of serverless Postgres

VC

• TensorWave, a company developing AMD-powered AI infrastructure solutions, raised $100M in Series A funding

• Nortian, a biotech company, raised $41M in funding, at a $100M valuation

• Flock Freight, an STL freight brokerage, raised $60M in Series E funding

• Arkestro, a predictive procurement platform, raised $36M in funding

• TurbineOne, a defense software company, raised $36M in Series B funding

• Forethought, a company specializing in agentic AI for customer experience, raised $25M in Series D funding

• Origin, a global benefits Intelligence platform, raised $21M in Series A funding, at a $106M valuation

• Reflect Orbital, a spacetech startup, raised $20M in Series A funding

• Openlayer, a San Francisco, CA-based provider of a platform for evaluation and governance of machine learning models, raised $14.5M in Series A funding

• Layer, a developer of an AI application gateway built specifically for game developers, raised $6.5M in Seed funding

• Tensor9, a company providing a new enterprise any-prem platform that enables SaaS deployment on any infrastructure, raised $4M in Seed funding

• Kovr.ai, an AI-native cyber compliance automation platform provider, raised $3.6M in Seed funding

• Avicena, a provider of ultra-low power high-density microLED-based interconnects, raised an undisclosed amount in Series B funding

• Certify Health, a SaaS patient engagement platform, raised an undisclosed amount in Series A funding

CRYPTO

• Danger signs for Bitcoin as retail abandons it to institutions (more)

• Coinbase’s Armstrong to make more acquisitions after Deribit purchase (more)

• Crypto startups scaring away VCs with 80x valuations (more)

BULLISH BITES

🚨 Is he more powerful than Trump? *  

⚠️ New Social Security age rule starts in November—what it means.

⌛️ Warren Buffett reveals he stepped down after finally feeling his age.

🤯 The flying car we've been promised is finally here.

👨🏻‍🦱 Toupees are making a comeback.

DAILY SHARES

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