Hey there, Nil!
Friday's kitchen is heating up as investors prepare for the main course - the May nonfarm payrolls report that could determine whether this market rally has the right ingredients to continue cooking. After Thursday's bitter taste from the Trump-Musk feud that wiped $152 billion off Tesla's market cap, there are signs the temperature is cooling between the president and his former ally. With economists expecting 130,000 jobs added (down from April's 177,000), let's see what's simmering on today's market menu! Plus, try your luck and win a $50 Amazon Gift Card! π
- Dan
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- Ukraine Under Fire: Three killed, 49 wounded in intense Russian air attacks - geopolitical tensions adding spice to market uncertainty
- China's Rare Earth Strategy: Weaponizing rare earth elements changes trade war battlefield dynamics - critical materials becoming diplomatic ingredients
- Hong Kong Crackdown: Activist Joshua Wong faces second national security charge - political pressure cooker intensifying
- Israeli-Lebanon Tensions: Military strikes hit Beirut's southern suburbs - Middle East conflicts simmering
- Nuclear Arms Concerns: Russia sees bleak prospects for expiring nuclear pact given "ruined" U.S. ties
- Gaza Crisis: U.S.-backed aid group closes all distribution sites after shootings - humanitarian situation deteriorating
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Chef's Pick: Photronics - A Tasty Semiconductor Play |
(NASDAQ: DOCU): DocuSign shares fell 17% after trimming full-year billings guidance, despite beating Q1 expectations. Q2 revenue is forecasted at $777M–$781M, slightly above estimates, while FY2026 billings were lowered. However, full-year revenue guidance was raised, and the board expanded its buyback program by $1B to $1.4B. (Price at call: $88.31, Week high: $94.43, Current price: $75.26, Analyst expectation: $100) |
Stock of Interest Yesterday |
(NASDAQ: NIU) NIU Technologies earns a "Strong Buy" with 428% upside as global demand climbs—international sales jumped 64% and scooters now sell in Best Buy, Walmart, and Home Depot. The company cut unit costs by 12.5% even as prices fell 14.2%. While average selling price pressure and tariff risks remain, analysts see revenue hitting RMB5.5B by FY26. (Price at call: $3.62, Current price: $3.45, Analyst expectation: $7) |
Grab Holdings Limited (GRAB) Grab is cooking up a compelling investment story with potential 100% upside to a $9-10 price target, driven by an anticipated GoTo acquisition that could reshape Southeast Asian markets. The Singapore-based super app leader shows impressive fundamentals - 18% revenue CAGR while rapidly improving profitability margins and expanding across the massive SEA total addressable market. Key catalyst: $2 billion loan facility and 30% cash-to-market-cap ratio suggest major acquisition brewing. Analysts forecast $779 million EBITDA by 2026, with a conservative 30x multiple implying $8.54 fair value, accelerated by the GoTo merger eliminating competitive pricing pressure. (Current price: $5.06, Analyst expectation: $7) |
Jobs Data Defensive Positioning: With economists expecting 130,000 job additions (down from 177,000 in April), position in quality names that can weather employment disappointments. IG analysts warn weak data could reinforce stagflation concerns and prompt September Fed rate cuts. Trump-Musk Tension Arbitrage: Tesla's record $152.4 billion single-day market cap loss creates opportunity as tensions show cooling signs. Monitor for presidential de-escalation signals that could trigger rapid recovery in Musk-related holdings. AI Semiconductor Momentum: Broadcom's 46% AI sales growth to $4.4 billion and Q3 guidance of $5.1 billion (10th consecutive quarter of growth) validates continued AI infrastructure buildout. Focus on the picks-and-shovels players benefiting from hyperscale investments. Precious Metals Diversification: Silver hitting 13-year highs and platinum reaching early 2022 peaks signal growing industrial and investment demand. Physical silver appetite in India and Chinese platinum demand are rare, reinforcing rallies beyond gold's slower pace. Oil Weekly Momentum Capture: Crude poised for 3%+ weekly gains after Trump-Xi trade talk progress, despite daily dips. OPEC+ output decisions and seasonal demand patterns are creating trading opportunities around $65 Brent/$63 WTI levels. |
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Friday's Main Course - May Jobs Report: USD News - Average Hourly Earnings m/m – Actual: 0.3% | Forecast: 0.2%
- Non-Farm Employment Change – Actual: 126K | Forecast: 177K
- Unemployment Rate – Actual: 4.2% | Forecast: 4.2%
- Consumer Credit m/m
Upcoming Earnings Feast - Today's Kitchen Schedule:
- ABM Industries Incorporated
- ReNew Energy Global Plc
- Manchester United plc
- G-III Apparel Group, Ltd.
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World Food Prices Drop in May: UN's Food and Agriculture Organization reports global food commodity prices declined 0.8% in May, driven by marked drops in cereal, sugar, and vegetable oil prices. The FAO Food Price Index averaged 127.7 points, up 6% year-over-year but 20% below the March 2022 peak following Russia's invasion. Precious Metals Hit Multi-Year Highs: Silver surged to 13-year highs while platinum reached its highest levels since early 2022, signaling a growing appetite for industrial metals. Both metals rallied over 4% in the previous session, aided by technical momentum, strong Indian physical silver demand, and resurgent Chinese platinum appetite. US Weaponizes Ethane in China Trade War: Commerce Department ordering export license applications for ethane shipments to China, withholding permits for at least three cargoes from Enterprise Products Partners. America supplies China with almost all the ethane needed for plastics production, highlighting commodity dependencies both nations seek to leverage. European Automaker Bond Surge: European carmakers sold over €13 billion ($14.8 billion) of bonds in May, the busiest month since early 2017, taking advantage of a calmer trade war window and strong investor demand for high yields. Volkswagen and Mercedes-Benz are leading issuance as the sector seeks financing flexibility. Apple Loses App Store Fee Battle: A U.S. court denied Apple's request to pause a ruling requiring the company to stop charging developers for payments made outside the App Store through in-app links. Epic Games' Tim Sweeney declared, "The long national nightmare of Apple tax is ended," potentially costing Apple significant revenue streams. Switzerland Eyes Negative Rates Return: Swiss National Bank could become the first major economy returning to negative interest rates as surging franc and falling prices prompt trader preparations for cuts below the current 0.25% benchmark. Consumer prices fell in May, highlighting how quickly central banks may exhaust conventional policy tools. |
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Go beyond homeowners insurance with a home warranty |
If you're a homeowner, you know unexpected expenses are par for the course. One way to help shield your finances is to get a home warranty. Unlike homeowners insurance, which covers natural disasters and theft, a home warranty could help safeguard you against costly repairs of eligible essential home appliances and systems due to normal wear and tear. Check out Money's list of the Best Home Warranties and take the sting out of appliance breakdowns. VIEW PROVIDERS |
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Tesla (TSLA ⬆️ 5.3% premarket): The EV king is attempting a royal comeback after Thursday's devastating 14% plunge that erased $152.4 billion in market cap - the largest single-day loss in Tesla history! The recovery comes as CEO Elon Musk signals a willingness to cool tensions with President Trump. Tesla closed Thursday at $915.7 billion market cap, falling below the coveted $1 trillion mark for the first time in months. Circle Internet Group (CRCL ⬆️ 17% premarket): This stablecoin leader continues its victory lap after Thursday's spectacular 167% trading debut, closing at $82.88 from its $31 IPO price. Premarket trading shows the appetite for crypto infrastructure remains strong at $97.60. Microsoft (MSFT ⬆️ 0.5% premarket): The software giant extends its winning streak to six consecutive sessions, reaching a record high of $467.68 on Thursday. With a market cap of $3.476 trillion, Microsoft has officially dethroned both Nvidia ($3.416 trillion) and Apple ($2.997 trillion) as America's most valuable company. Rubrik (⬆️ 3.7%): The cybersecurity company served up a narrower-than-expected Q1 loss while revenue jumped 49% to $278.5 million, beating estimates of $260 million. Investors are clearly hungry for data protection solutions. Trump Media & Technology Group (DJT ⬆️ 1.1%): Truth Social's parent company recovers slightly after Thursday's 8% tumble during the Musk-Trump spat, showing some resilience in the social media space. Lululemon (LULU ⬇️ 21%): The yoga pants maker was stretched thin despite beating Q1 expectations, as management cut full-year profit guidance to $14.58-$14.78 per share (from $14.95-$15.15) due to tariff costs and markdowns. Q2 EPS guidance of $2.85-$2.90 falls well short of the $3.34 consensus—that's a recipe for investor indigestion. Docusign (DOCU ⬇️ 17%): The e-signature specialist got unsigned by investors after lowering full-year billings guidance despite stronger Q1 results. Q1 billings of $739.6 million (up 4%) fell short of company projections of $741-751 million, while fiscal year billings guidance dropped to around $3.3 billion from as high as $3.4 billion previously. Samsara (⬇️ 11%): The IoT company's Q1 beat on earnings and revenue wasn't enough to satisfy investor appetite, as Q2 revenue guidance disappointed despite being slightly above estimates. ServiceTitan (⬇️ 11%): Even beating Wall Street forecasts couldn't save this software platform for trade businesses from a double-digit decline - sometimes the market wants more seasoning than expected. Broadcom (AVGO ⬇️ 4.4%): The semiconductor giant's fiscal Q2 results beat expectations with $15 billion revenue (vs $14.96 billion consensus) and AI sales jumping 46% to $4.4 billion, but investors seem to be taking profits after the strong performance. CEO Hock Tan expects Q3 AI chip revenue of $5.1 billion, marking 10 consecutive quarters of growth. Braze (⬇️ 9.5%): This software company's better-than-expected Q1 earnings couldn't prevent a selloff after slashing fiscal 2026 profit guidance - a bitter aftertaste for growth investors. |
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ETF Gainers: - T-Rex 2X Inverse Tesla ETF (⬆️ 29.08%): Tesla short sellers feasting on yesterday's carnage with massive 236.5M volume
- Tradr 2X Short TSLA ETF (⬆️ 28.60%): Another Tesla bear bet paying dividends with 94.8M volume
- GraniteShares 2x Short TSLA ETF (⬆️ 28.46%): Tesla pessimists getting their just desserts with 11.6M volume
- Defiance Daily Target 2X Short SMCI ETF (⬆️ 14.96%): Super Micro Computer shorts savoring gains with 2.1M volume
- Coronado Global Resources (⬆️ 60.00%): Small-cap mining play serving up explosive gains
ETF Losers: - Direxion Daily TSLA Bull 2X Shares (⬇️ 28.50%): Tesla bulls getting burned with astronomical 557.7M volume
- Leverage Shares 2X Long TSLA ETF (⬇️ 28.47%): Double Tesla exposure means double the pain with 11.5M volume
- GraniteShares 2x Long TSLA ETF (⬇️ 28.46%): Tesla optimists left with indigestion and 12.2M volume
- T-Rex 2X Long Tesla ETF (⬇️ 28.43%): Another Tesla bull fund getting roasted with 16.4M volume
- GraniteShares 1.25x Long Tesla ETF (⬇️ 17.86%): Even modest Tesla leverage proving toxic with 1.5M volume
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π₯‘ Jack Daniel's Parent Sees Liquor Sales Drop: Brown-Forman's stock hit a 12-year low after a bleak outlook, citing weight-loss drugs, cannabis use, and lower alcohol consumption by Gen Z as key factors hurting demand—Are these trends reshaping the global spirits market? π₯‘ Walmart Expands Drone Deliveries: The retail giant plans to roll out drone delivery to 100 stores in three more US states within the coming year, aiming to broaden its speedy delivery options to compete with rivals—How will this expansion reshape last-mile delivery in the US? π₯‘ 150-Million-Year-Old Stegosaurus Skull Reshapes History: Discovered in Spain, this most complete European stegosaur skull, identified as Dacentrurus armatus, challenges dinosaur evolution and defines a new group, Neostegosauria—What other ancient secrets might the rich fossil beds hold? |
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π₯‘Elf Labs: Transforming $45.2B in historic character IP (like Cinderella) with AR and AI for the $2T entertainment market, this company has a last-chance investment opportunity with bonus shares—Don't miss it!*
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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: - Russian drones attack Kyiv, witnesses report explosions and fire — Reuters
- Ukraine hits out at Europe's payout of frozen Russian cash — Reuters
- China's rare earth weapon changes contours of trade war battlefield — Reuters
- Hong Kong activist Joshua Wong faces second charge under national security law — Reuters
- Israeli military issues evacuation warning to residents of Beirut's southern suburbs — Reuters
- Russia sees bleak prospects for expiring nuclear arms pact given ruined ties with US — Reuters
- Hungary's Orban lauds MAGA advance after Nawrocki's win in Poland — Reuters
- US-backed Gaza humanitarian foundation says all aid distribution sites are shut down — Reuters
- Biggest stock movers: Friday's top tickers — Barron's
- DocuSign in charts: Subscription revenue maintains single-digit growth pace in Q1; billings up 4% YoY — Seeking Alpha
- Biggest stock movers Friday: TSLA, DOCU, and more — Seeking Alpha
- Pony.ai accelerates Gen-7 robotaxi deployment with road testing launch in China's Guangdong — Seeking Alpha
- World food prices dip in May — Yahoo Finance
- Gold is cheaper than precious metals peers — Yahoo Finance
- US targets niche gas in China tech tensions — Yahoo Finance
- Automakers' bonds are the hot trade right now — Yahoo Finance
- US firms in China are staying put despite tensions — Yahoo Finance
- Court denies Apple's request to pause antitrust order — Yahoo Finance
- Analysis: Why Switzerland's strong franc is rattling markets — Yahoo Finance
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Want to snag a $50 gift card? It's easy! Just open 5 Market Munchies emails by Friday, June 6 to enter. π¨ 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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* Please read the offering circular and related risks at https://elflabs.com. This is a paid advertisement for Elf Labs's Regulation CF Offering. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. *** When you buy through this link, Mode may earn a commission. |
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