Hey there, Nil!
Stock futures are rising sharply Monday morning as investors digest reports that President Trump may take a more focused approach to upcoming tariffs than previously feared. With the S&P 500 having snapped a four-week losing streak last week, markets appear to be finding renewed confidence despite lingering uncertainties ahead of April 2nd's "reciprocal tariff" announcement. Let's dig into today's market meal as we see whether this optimism has staying power! Plus, try your luck and win a $50 Amazon Gift Card! 🎁
- Dan
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- US talks with Russia begin in Saudi Arabia eyeing Black Sea ceasefire
- Turkey jails Istanbul mayor before trial, stoking opposition anger
- Israeli strikes across Gaza kill 21 people according to health authorities
- Russian air attack on Kyiv region wounds one, damages houses
- South Korean court reinstates impeached PM Han Duck-soo as acting president
- Israeli strike at Gaza hospital kills 5, Israel says target was Hamas militant
- Greenland leaders lambast US delegation trip as Trump talks of takeover
- Turkish government bans short selling as political turmoil fuels stock market rout
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Chef's Pick: Pony AI's Self-Driving Debut |
APPLOVIN (NASDAQ: APP) The digital ad platform surged after Jefferies reaffirmed its Buy rating with a $600 target. Ad revenue jumped 75% in 2024, driving an 18% stock rebound. Growth in 2025 hinges on better ad targeting, expanded web advertiser onboarding, and connected TV opportunities. (Price at call: $302, Current price: $326.50, Analyst expectation: $330) |
PONY AI (NASDAQ: PONY) Pony AI hit the market with a bang, pricing its IPO at $13 per share and raising $413M—potentially $452M with underwriter options. It popped to $15 before tumbling to $12.39, caught in the broader tech sell-off. This Chinese self-driving tech company runs 250 robotaxis and 190 robotrucks, teaming up with Toyota and GMTC for mass production. Its "Virtual Driver" tech blends AI with GPS, cameras, radar, and lidar—unlike Tesla's camera-only bet.
Financials? A $93.9M loss on $39.5M revenue in 2024, but robotrucks led the revenue mix. With a $4.5B valuation, it's a big wager on the future of autonomous driving. (Current price: $13, Analyst expectation post earning: $18)
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European Stocks Are Cooking: For the first time in 25 years, European equities are outpacing the U.S. Stoxx Europe 600 is up, while the S&P 500 is down—last seen in 2000. Experts predict more outperformance, so it might be time to sprinkle some European exposure into your portfolio. ETFs like VGK are up 13% YTD, making them a solid starter for diversifying away from U.S. risks. Retail Sector's Secret Sauce: Retail stocks look rough, but insiders are buying big. Best Buy's CEO and a Home Depot director just made rare personal stock purchases, and billionaire Brett Blundy is loading up on Victoria's Secret despite its 49% YTD drop. When execs buy, they see the value—so long-term investors might want to nibble on solid retailers over the next 6-12 months using dollar-cost averaging. Chip Stocks Get a Tariff Reprieve: The U.S. may delay semiconductor tariffs beyond April 2, a big sigh of relief for chipmakers like Nvidia, AMD, and Broadcom—all rising on the news. Instead of blanket bans, the government seems focused on limiting China's chip access. If you're looking to get a bite of this market, a semiconductor ETF can spread the risk while capturing the upside. International stocks offering a tastier value buffet: A screen of undervalued stocks with strong price momentum shows international companies leading the pack. These stocks combine the delicious combo of low valuations with impressive recent returns, providing potentially satisfying opportunities for value-hungry investors. |
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Vet bills won't break the bank if you have the right insurance |
Surprise vet bills can certainly bite. But fear not, pet insurance can be your lifeline. Some plans cover major surgeries — which can cost up to $7,000 — so you can afford the best care for your pet. Check out our top-rated pet insurance providers, with some plans offering coverage for just $1 a day, multi-pet coverage, and reimbursement options of up to 90%. With the right coverage, you could keep your pet (and your wallet) happy. SEE PROVIDERS |
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Privacy & Security Watch: Is Your Money Really Safe?
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Scammers are evolving—are you staying ahead? With fraud on the rise, especially against seniors, financial security is no longer just a precaution—it's a necessity. The warning signs? Unfamiliar contacts, emotional manipulation, and pressure to act fast. Ever been urged to send money in an unusual way or share sensitive details? That's a red flag. And those "urgent" requests demanding immediate action? Designed to catch you off guard. The best defense? Stay skeptical. Never share logins. Use two-factor authentication. Add a trusted contact. And most importantly—trust your instincts. If something feels off, it probably is. |
- USD Flash Manufacturing PMI– 51.9 (Prev: 52.7)
- USD Flash Services PMI– 51.2 (Prev: 51.0)
- (USD) – FOMC Member Bostic Speaks
- (GBP) – BOE Gov Bailey Speaks
- (USD) – FOMC Member Barr Speaks
Major earnings expected Monday: - KB Home (KBH): Homebuilder results amid mortgage rate challenges
- Oklo (OKLO): Nuclear energy company's financial update
- Intuitive Machines (LUNR): Space technology firm's performance check
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Trump to narrow tariff focus: White House reportedly planning more targeted reciprocal tariffs on select countries while omitting industry-specific levies on April 2. Wall Street Journal cites administration officials indicating a more focused approach than previously feared. The market's biggest question is on everyone's plate: Is the US economic slowdown just a temporary reduction in appetite that will stabilize, or are we headed for a full economic fast (recession) as businesses and consumers tighten spending? The answer to this market meal mystery isn't yet clear, but stocks may not have fully priced in the latter scenario. Meta's acquisition attempt rebuffed: Korean AI chip startup FuriosaAI rejects $800M takeover offer from Facebook parent. The eight-year-old company reportedly plans to raise capital independently before pursuing a potential IPO. European stocks outperform US counterparts: Deutsche Bank highlights rare 25-year occurrence where Stoxx Europe 600 gains while S&P 500 falls. Vanguard FTSE Europe ETF is up 13% year-to-date versus the S&P 500's 4% decline. Malaysia pressured on Nvidia chips: Trade minister says Trump administration demanding country monitor movement of AI semiconductors amid concerns about diversion to China. Focus on enforcement rather than expanding export restrictions. Xiaomi launches jumbo share sale: Chinese tech giant seeking up to $5.3B to fund electric vehicle business expansion. Company capitalizing on strong stock performance to finance automotive ambitions. Turkey bans short selling amid market turmoil: Capital Markets Board prohibits practice until April 25 following crash triggered by opposition leader's arrest. Previously limited short selling to top 50 listed companies. Apple announces China clean energy fund: Tech giant investing $99.2M for the second phase of an initiative supporting renewable energy transition in the supply chain. Coincides with CEO Tim Cook's Beijing visit amid ongoing US-China tensions. First-quarter earnings outlook deteriorates: Analyst estimates for S&P 500 Q1 results revised downward by 4.5 percentage points since January 1. Apple, Tesla, and Ford are among the biggest contributors to lowered projections amid tariff concerns. |
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1600% Growth. 3.5x Performance. Backed by Adobe. |
Everyone's talking about AI. This company's actually delivering — with a 1600% surge to prove it. RAD Intel isn't a household name — yet. But it's already powering major campaigns for Hasbro, MGM, Skechers, and more. With 2025 activations lined up with Sephora, North Face, Fenty, Home Depot, and Glossier, the secret won't stay quiet for long. The world's top brands are turning to RAD Intel's breakthrough AI to finally understand what drives performance — so they can stop guessing and start winning The numbers alone tell the story: - 3.5x stronger campaign performance
- 1600% valuation growth in just four years*
- 20% share price increase since December
- Backed by Adobe, Fidelity Ventures, and tech giants insiders from Google, Meta, and Amazon
In a market flooded with AI promises, RAD Intel is already scaling — and rewarding early believers. 👉 Invest by May 8th at $0.60 per share. Get in before everyone else figures it out.* |
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Azek (AZEK ⬆️ 18%): Outdoor living products manufacturer jumps to $48.91 on acquisition agreement with James Hardie Industries for $8.75B in cash and stock. The deal values the company at $56.88/share, representing a 26% premium to the 30-day weighted average. Tesla (TSLA ⬆️ 3.9%): EV maker accelerates despite falling for ninth straight week. Retail investors remain bullish with JPMorgan data showing net buying for 13 consecutive sessions totaling $8B. The stock rose 5.27% Friday but concerns over CEO Musk's political activities continue. MicroStrategy (MSTR ⬆️ 4.7%): Bitcoin holding company gains after adjusting preferred stock offering. Lowered price to $85/share from original $100 target but increased offering size to 8.5M shares, netting $711.2M after expenses. Riot Platforms (RIOT ⬆️ 5%): Bitcoin miner surges on a term sheet for the acquisition of select Rhodium Encore assets at the Rockdale facility. $185M deal includes $129.9M cash, $6.1M power security deposit return, and $49M in shares. The agreement would end all existing litigation. Nvidia (NVDA ⬆️ 1.5%): AI chip leader climbs on reports that sector-specific tariffs on semiconductors may be delayed. Wall Street Journal indicates chip tariffs unlikely to be announced on April 2 despite Trump's previous threats against Taiwan imports. DoorDash (DASH ⬆️ 1.3%): Food delivery giant rises as it officially joins the S&P 500 index today. Inclusion is likely to drive increased institutional buying and index fund allocation. BYD (1211 ⬆️ 3%): Chinese EV giant gains in Hong Kong ahead of fourth-quarter earnings report. The world's largest electric vehicle maker and primary Tesla rival continue showing strength. 23andMe (ME ⬇️ 41%): Genetic testing company plunges after filing Chapter 11 bankruptcy to facilitate court-supervised sale. Founder Anne Wojcicki steps down as CEO after her acquisition bid was rejected. Secured $35M in financing to maintain operations during proceedings. Advanced Micro Devices (AMD ⬆️ 1.7%): Chip designer climbs alongside semiconductor peers on potential tariff relief for sector. Benefits from same positive sentiment lifting Nvidia and Broadcom. |
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ETF Gainers: - GraniteShares 2x Long SMCI Daily ETF (⬆️ 15.44%): Super Micro resurgence
- Defiance Daily Target 2X Long SMCI ETF (⬆️ 15.15%): Server maker momentum
- T-Rex 2X Long Tesla Daily Target ETF (⬆️ 10.86%): EV giant bull position
- Direxion Daily TSLA Bull 2X Shares (⬆️ 10.78%): Tesla optimism leverage
- Leverage Shares 2X Long TSLA Daily ETF (⬆️ 10.72%): Electric vehicle enthusiasm
ETF Losers: Direxion Daily MU Bull 2X Shares (⬇️ 17.64%): Micron bull pain GraniteShares 2x Long MU Daily ETF (⬇️ 16.26%): Memory chip optimism reversal GraniteShares 2x Short TSLA Daily ETF (⬇️ 10.93%): Tesla bear squeeze T-Rex 2X Inverse Tesla Daily Target ETF (⬇️ 10.66%): EV short pressure Tradr 2X Short TSLA Daily ETF (⬇️ 10.47%): Tesla pessimist pullback
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🥡 The 2025 Trump Reset: Presidential insider exposes shocking plot to reshape U.S. economy. Inside Trump's secret plan to trigger the greatest transfer of wealth since FDR and LBJ – trillions of dollars could be redistributed. Click here for the full story. *** |
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For more information and to verify the accuracy of the claims made in this email, please consult the following reliable sources: - U.S. Stock Futures Rise as Wall Street Looks to Extend Gains Despite Uncertainty (MarketWatch)
- Nvidia Stock Price Faces Pressure Amid AI Chip Tariffs (Barron's)
- U.S. Delegation Aims for Black Sea Ceasefire in Ukraine-Russia Talks(Reuters)
- Turkish Prosecutors Demand Istanbul Mayor Imamoglu Be Jailed Pending Trial (Reuters)
- Israeli Strikes Across Gaza Kill 21 People, Health Authorities Say (Reuters)
- Russia's Air Attack on Kyiv Region Wounds One, Damages Houses (Reuters)
- South Korea's Constitutional Court Strikes Down Impeachment of PM Han Duck-soo (Reuters)
- Wife of U.S. Vice President Vance to Make High-Profile Visit to Greenland (Reuters)
- Stock Market Movers: Biggest Shifts in Trading (Barron's)
- ETF Movers: Key Trends in the Market (WSJ)
- Pony.ai Sets Stock Pricing Ahead of Market Debut (Barron's)
- Korean AI Chip Startup FuriosaAI Rejects Meta's $800 Million Offer (Seeking Alpha)
- Turkey Implements Short-Selling Ban Amid Political Turmoil (Seeking Alpha)
- Apple Launches $99 Million Investment Fund for Clean Energy in China (Seeking Alpha)
- International Stocks Dominate List of Cheap Stocks with Strong Momentum (Seeking Alpha)
- Biggest Stock Movers on Monday: Tesla, Riot, and More (Seeking Alpha)
- Catalyst Watch: CoreWeave IPO, Dollar Tree Earnings, Newsmax Pricing, and Gamestop Crypto Intrigue (Seeking Alpha)
- Earnings Week Ahead: Lululemon, Chewy, Dollar Tree, GameStop, and More (Seeking Alpha)
- Key Deals This Week: Google, Nvidia, Coinbase, and More (Seeking Alpha)
- Market Trends: European Stocks Beat U.S. Rivals for the First Time in 25 Years (MarketWatch)
- U.S. Treasuries Fall on Signs of Trump's Influence (Yahoo Finance)
- Xiaomi Seeks $5.3 Billion in Funding for Expansion (Yahoo Finance)
- First-Quarter U.S. Earnings Outlook: Key Insights (Yahoo Finance)
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Want to snag a $50 gift card? It's easy! Just open 5 Market Munchies emails by Friday, May 2 to enter. 📨 Entries close at 11:59 PM sharp, so don't miss out! The lucky winner will be randomly selected and notified via email with their prize.
Good luck! |
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* This is a paid offering for RAD Intel made pursuant to Regulation A Round and involves risk, including the possible loss of principal. Please review all offering materials before making an investment decision. *** When you buy through this link, Mode may earn a commission. |
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