| | | 🚀 The AI Future of Marketing 🚀 | With 7,000+ investors, RAD AI is disrupting the $633b content and data industry. | They help brands create content that resonates deeply with their target audience and, most importantly, deliver outsized ROI. | Last year we did an issue questioning if RAD AI is a good investment. Since then... | Nvidia's value went to $2 trillion Cisco spent $28b on its largest AI acquisition ever, and Reddit’s move to license data for AI has re-energized the IPO market. | That's the power of AI… | | RAD AI has been dubbed ‘game-changing’ by Fortune 500 execs. Here's your chance to invest. |
| For RAD, the potential is evident in the numbers: | $27m raised since 2018 7,000+ investors, including VCs, execs at Google, Amazon and Meta ~3X revenue growth from 2022 to 2023 — while landing major clients, including Hasbro, Skechers, and Sweetgreen Leadership has 5 exits between them. | The round closes in one week! (Apr 29) | | | 📰 Market Headlines | | The S&P fell under 5,000 on Friday, capping off a week spent on edge. The Nasdaq composite slid 2.05%, marking its sixth straight daily decline, the longest losing streak since October 2022. Colossal week for anyone reading economic tea leaves: Tech Titans Meta, Alphabet, Microsoft, and Tesla announce earnings. We’ll see if they can help break last week’s slump. The Fed’s preferred inflation measure, the Personal Consumption Expenditures (PCE) index, comes out Friday. Analysts expect it to remain steady at 0.3% from last month. Anything higher will send the market into a tailspin. The House passed a $95 billion foreign aid package for Ukraine, Israel, and Taiwan, which now heads to the Senate for a vote. The bill included a TikTok “ban.” Chicago Fed President Austan Goolsbee said the Fed's restrictive policy is "appropriate" given economic strength and persistent inflation. [Ed: He’s changed his tune from a couple of months ago\ |
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| | 🕶️ Market Vibes | 🎰 Market Forecasts and Futures | Forecasts via Kalshi, the prediction market. | | 😱 Fear and Greed Index | | | 🎤 What you said last time | Slightly bearish here but not as much as I expected, to be honest. | | And you’re actually far more bearish than the prediction markets at Kalshi. | | If you think the prediction markets are wrong, you can put (free) money where your mouth is. Get $25 to play with using this link. | | 📈 Trends you need to know | |
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| Boeing reports earnings on Wednesday. In February, we showed you how to build an options trade to take advantage of a potential drop to $165 after the call. We hope you make some money. |
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| | 🧠 What do you think? | 💬 Have your say | Tech titans announce earnings this week. Who’s going to post the best quarter? | Meta: | Bull Case: Meta could beat earnings by leveraging its investments in the metaverse and virtual reality markets. | Bear Case: Meta might miss earnings due to increased competition and privacy concerns impacting user growth. | Alphabet: | Bull Case: Alphabet may exceed expectations driven by the growth of its advertising business and cloud division. | Bear Case: Alphabet could fall short of expectations due to regulatory scrutiny and intensified competition in advertising. | Microsoft: | Bull Case: Microsoft might outperform expectations with strong growth in Azure and gaming, including the acquisition of Activision Blizzard. | Bear Case: Microsoft could miss earnings due to cloud competition, regulatory challenges, and uncertain returns from metaverse investments. | Tesla: | Bull Case: Tesla could beat earnings with continued EV market growth and advancements in autonomous driving technology. | Bear Case: Tesla might miss earnings due to increased EV competition, production challenges, and uncertain returns from metaverse investments. | Which company will post the best quarter? | | | 📊 Stocks | | | Winners and losers | Earnings, upgrades, and acquisitions | American Express Q1 revenue jumped 11%, beating estimates and jolting stock prices up 6.2%. An action-packed week of earnings. Here's who's reporting: Monday: Albertsons (ACI), Nucor (NUE), SAP (SAP), Verizon (VZ) Tuesday: General Electric (GE), General Motors (GM), JetBlue (JBLU), Lockheed Martin (LMT), Mattel (MAT), PepsiCo (PEP), Raytheon Technologies (RTX), Spotify (SPOT),Tesla (TSLA), UPS (UPS), Visa (V) Wednesday: Meta Platforms (META), AT&T (T), Boeing (BA), Chipotle (CMG), Ford (F), Humana (HUM), ADP (ADP), eBay (EBAY), Hilton (HLT), IBM (IBM), ServiceNow (NOW) Thursday: Alphabet (GOOGL), Microsoft (MSFT), American Airlines (AAL), AstraZeneca (AZN), Intel (INTC), Roku (ROKU), Snap (SNAP), Southwest (LUV), T-Mobile (TMUS) Friday: Exxon Mobil (XOM), Chevron (CVX), Charter Communications (CHTR), Colgate (CL) | Market movers | Nvidia plummeted 10% Friday, its worst day since March 2020, after Super Micro Computer delayed earnings. Tesla slashed prices across its lineup in China, Germany, and other major markets after recent US cuts. CNH appointed Iveco Group's Gerrit Marx as its new CEO starting July 1 to replace Scott Wine. UBS announced plans to lay off 50-60% of Credit Suisse staff following the takeover. Nike plans to lay off 740 employees at its Beaverton, Oregon headquarters by June 28. | Ideas, trends, and analysis |
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| Freddie Mac slashed its home price forecast for 2024 and 2025. The US dollar rallied to a 5-month high as surprisingly robust economic data bolstered the case for the Fed to keep rates elevated. The global space economy is projected to skyrocket to $1.8 trillion by 2035, a 9% annual growth rate outpacing global GDP. |
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| | 🌍 Global Perspectives | 🇮🇳 India's multi-week election kicked off with Prime Minister Narendra Modi widely expected to secure a third consecutive term in office. 🇮🇷 🇮🇱 Iran played down reported Israeli attacks and signaled no retaliation, a response gauged towards averting region-wide war. 🇵🇹 🇳🇦 Portuguese oil company Galp Energia said the Mopane field could contain at least 10 billion barrels of oil. 🇨🇳 Major rivers and reservoirs in China's Guangdong province are threatening to unleash dangerous floods. |
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| | 📊 Crypto | | Bitcoin's fourth halving slashed miner rewards to 3.125 BTC per block. Price volatility preceded the event, with BTC falling 4%. Bitcoin miners are diversifying into AI and upgrading power centers to brace for the 50% revenue cut post-halving. Hong Kong's Victory Securities disclosed fees ranging from 0.15% to 1% for its proposed Bitcoin and Ethereum ETFs. | |
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| | | 📺 What to Watch Today | | Why Less Snow Is Threatening Japan's Expensive Kanzuri Chile Paste | So Expensive | Business Insider |
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| | That’s all for today. Did I miss anything? Smash the reply button to let me know. | Cheers, | Wyatt |
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