BEFORE THE OPEN

Pre-Market:

US Investor % Bullish Sentiment:
↑ 35.93% for Week of MAY 15 2025

Market Wrap:

• S&P futures flat; Nasdaq, Dow barely moved

• Monday: S&P +0.09%, Dow +137 pts, Nasdaq +0.02%

• S&P now within 3% of record high after 6-day win streak

• Rally defies tariff fears, Moody’s US downgrade

• Carson’s Detrick: 20% gain in 27 days “not a bear rally”

EARNINGS

Here’s what we’re watching this week:

• Today:

  • Home Depot $HD ( ▲ 0.75% ) - earnings of $3.59 per share (-1.1% YoY) on $39.1B revenue (+7.5% YoY)

• Wednesday: Lowe’s $LOW ( ▲ 0.91% ) 

  • Snowflake $SNOW ( ▼ 0.04% ) - earnings of $.21 per share (+50% YoY) on $1.01B revenue (+21.3% YoY)

  • Target $TGT ( ▲ 0.44% ) - earnings of $1.70 per share (-16.3% YoY) on $24.4B revenue (-0.4% YoY)

• Thursday: Ross Stores $ROST ( ▼ 0.3% ), Workday $WDAY ( ▲ 0.55% )

See full calendar here »

SIGNAL | from BEHIND THE MARKETS

The $20 Stock Billionaires & Congress Are Buying

Buffett. Griffin. Abramovich. Koch Brothers. Congress.

They're all quietly investing in the same $20 stock

Why? It sits in a sector that impacts $85 trillion in economic activity - that's 13x bigger than oil.

And the AI revolution could send this stock soaring.

Get the ticker →

- from Weiss Research

HEADLINES

America’s Fiscal Situation Threatens the Good Mood on Wall Street

Tesla Supplier CATL Rises in Debut After World’s Top Listing in 2025

• 30-year Treasury yield tops 5% briefly after Moody’s downgrade (more)

• Moody’s downgrade continues to grip bond markets (more)

• House Republicans’ proposed tax on remittances spooks financial sector (more)

• China says US undermined trade talks with Huawei chip warning (more)

• Retail traders go on record dip buying spree, calming a jumpy market (more)

• Wells Fargo says to buy US stocks and cut EM after strong rally (more)

• Dollar set for more weakness as 'Brand USA' falls further out of favor (more)

• Mortgage rates cross back over 7% after US credit downgrade (more)

• Asian stocks advance after rebound on Wall Street (more)

• China cuts key rates to aid economy as trade war simmers (more)

• Ray Dalio: Rsk to US Treasurys is greater than what Moody’s is saying (more)

• Nippon Steel is now willing to pay $11 billion more for US Steel (more)

• Google decided against offering publishers options in AI search (more)

• Lutnick divests Cantor Fitzgerald to his children, 26North (more)

DEALFLOW

M+A | Investments

• Nippon Steel pledges $14 billion investment in US Steel deal

• Blackstone acquires TXNM Energy for $11.5 billion

• Regeneron to acquire 23andMe for $256 Million

• The Hackett Group acquires Spend Matters

• Boomi, an AI-driven business automation company, acquired Thru, a provider of enterprise-grade managed file transfer solutions

• Virtana, a company specializing in deep hybrid-infrastructure observability, acquired Zenoss, an IT service monitoring and AI event intelligence company

• Responsive, an AI-powered SRM software provider, acquired Bidhive, a bid and proposal management platform

• Press Ganey Forsta, a provider of experience measurement, data analytics, and insights, acquired InMoment, a customer experience technology company

• Keyfactor, a provider of identity-first security solutions, acquired InfoSec Global and CipherInsights

• Teleskope receives growth investment from SEVA Growth

• Olaris receives investment from Bruker Corporation

VC

• Dazos, a CRM platform for behavioral health providers, raised $25M in Series A funding

• BreachRx, an incident response platform for enterprises, raised $15M in Series A funding

• Persist AI, a pioneer in AI-driven robotics for pharmaceutical formulation, raised $12M in Series A funding

• LIS Technologies, a proprietary laser technology company, raised $11.93M in funding

• Finwave Semiconductor, a semiconductor manufacturing company, raised $8.2M in funding

• Button Finance, Inc., a fintech company focused on home equity lending, closed a strategic $5M Series A funding round

• RoboForce, an AI robotics startup, raised $5M in additional funding

• Theo Ai, an AI-driven prediction platform for litigation, raised $4.2M in Seed funding

CRYPTO

• Senate advances a major crypto regulation bill on a bipartisan vote (more)

• Bitcoin retreats after hitting four-month high above $107K (more)

• JPMorgan CEO Jamie Dimon says the bank will let clients buy Bitcoin (more)

BULLISH BITES

📈 This top AI stock just hit "Buy Now" territory. *  

🇺🇸 How Trump is sparking a crypto revolution in America.

🤖 Could AI end the ETF boom

🙏 Microsoft helped kick off the AI boom. It needs humans more than ever, CEO says.

✈️ How airlines are trying to win over private-jet passengers.

DAILY SHARES

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