The CPI is forecast to have risen by 0.3% in April and 2.3% on a year-over-year basis, according to the consensus estimates from FactSet. Core inflation, which excludes food and energy costs, is expected to have risen 0.3%, or 2.8% year over year. In March, the CPI fell on a monthly basis for the first time since 2020, as energy prices dragged inflation pressures downward.“Tariffs were likely a modest source of inflationary pressure in April,” wrote Bank of America analysts in a recent report, noting: “Larger inflation prints due to tariff hikes are in the pipeline.”
$Sea Ltd(SE)$ first-quarter 2025 results are expected to have benefited from the continued expansion of its digital financial services, particularly in consumer and SME lending across Southeast Asia and Brazil. The credit segment, which remains the key revenue driver, recorded a more than 60% year-over-year loan book surge in the fourth quarter of 2024. With ongoing improvements in credit penetration, this segment is well-positioned to have driven robust revenue expansion in the quarter.
Sources reveal that the tariff levels currently under discussion for China range between 50% and 54%—significantly lower than the “unsustainable” triple-digit rates mentioned by U.S. Treasury Secretary Scott earlier this week. Reportedly, this new tariff range aligns with the proposal discussed by Trump during his meeting last month with top executives from America’s three major retail giants.
Deutsche Bank analyst Bhavin Shah said in a report: "We expect better $Shopify(SHOP)$ Q1 results will be overshadowed by management's view on the impact of tariffs to its merchant base along with Q2 guidance."He added: "Our analysis suggests that for now Shopify should be able to guide Q2 revenue at least high teens and perhaps 20%-plus, with expense commentary suggesting operating margins mid-to-high teens."
Here’s how $Apple(AAPL)$ did versus consensus estimates for the quarter ending in March: EPS: $1.65 vs. $1.63 estimated by LSEG Revenue: $95.4 billion vs. $94.66 billion estimated by LSEG iPhone revenue: $46.84 billion vs. $45.84 billion estimated Mac revenue: $7.95 billion vs. $7.77 billion estimatediPad revenue: $6.4 billion vs. $6.20 billion estimated Wearables, Home, and Accessories revenue: $7.52 billion vs. $7.95 billion Services revenue: $26.65 billion vs. $26.70 billion Gross margin: 47.1% vs. 47.1%
Trump admin is likely trying to remove Powell before 2026 and then create a precedent to remove any Fed Chair they don’t like.They recently filed an emergency application with the Supreme Court, challenging the precedent set by the 1935 case Humphrey’s Executor v. United States. This precedent restricts the president’s ability to remove officials from independent federal agencies without cause. Trump’s legal team argues that such restrictions infringe upon the executive branch’s constitutional authority. While Powell is not named in this filing, a ruling in favor of the administration could set a precedent allowing the president to dismiss officials like the Fed Chair without cause.I think all this means we end up with Hulk Hogan as fed chair.
$Direxion Daily Real Estate Bull 3X Shares(DRN)$ Steady profits all the way! Buying this stock was definitely one of my best moves, Bought early and already seeing solid gains, but it’s not too late to get in, the future is looking bright. I’m holding on tight for more rewards!
$TAL Education Group(TAL)$ 's long-term strategy is very valuable. It has also deployed artificial intelligence learning machines and has achieved initial results. I believe TAL's prospects will not be bad. Let's keep up with the pace and make money together!
The short report claims that $AppLovin Corporation(APP)$ high click-through rates and revenue growth could be attributed to deceptive strategies, rather than legitimate business practices, and that the company may have installed apps on users' phones without consent. If Apple, Google, or other authorities act on these allegations, AppLovin could face significant risks.Is the decline too much?
Berkshire’s monstrous ownership of cash has raised questions among shareholders and observers especially as interest rates are expected to fall from their multi-year highs. The Berkshire CEO and chairman in recent years has expressed frustration about an expensive market and few buying opportunities. Some investors and analysts have grown impatient with the lack of action and have sought an explanation why.Despite his repeated selling of stock, Buffett said Berkshire will continue to prefer equities to cash.
$LAOPU GOLD(06181)$ is on fire! Up over 7% today, with an impressive 80%+ gain this year! The demand for gold remains strong, and the brand's breakout momentum is undeniable. Hoping for another surge—targeting 600!
Bullish on $GE Vernova Inc.(GEV)$ especially after this earnings and Trump policies. $GE Vernova Inc.(GEV)$ maintained its 2025 outlook early Wednesday after missing revenue estimates for the fourth quarter of 2024 due to weakness in offshore wind energy. GEV stock rose to a new high, continuing a huge rally for the S&P 500 member since its April 2024 debut.
$NVIDIA Corp(NVDA)$ fell Monday after China said it is investigating the high-flying U.S. microchip company over suspected violations of Chinese anti-monopoly laws.In a brief news release with few details, Chinese regulators appear to be focusing on Nvidia’s $6.9 billion acquisition of network and data transmission company Mellanox in 2019.Nvidia shares fell 2.6% Monday.
$Coinbase Global, Inc.(COIN)$trading volume is lower in q3 so it’s priced in. It’s on chain data so everyone can see it. If even I can see it you think wallstreet can’t? Lmao There’s a reason why stock price was suppressed in q3. Just like earlier this year where massive trading volume was priced in before earnings. Any positive surprise will launch this into the moon.
$Intel(INTC)$ Genearational opportunity to hop on to this with all the positive news setup for INTC how its positioned with Fed contracts 10B + and ability to manufacture custom chips ..this will be heading back to 40 plus in a short while .30 $$$.
$Grab Holdings(GRAB)$The recent 8% rise in Grab's stock on Monday, followed by an additional 3% increase on Tuesday, is likely attributed to its improved financial performance, particularly the shift in operating cash flow from negative to positive. This is a significant milestone for the company, as it signals stronger operational efficiency and a potential turning point towards profitability.The consistent growth in operating cash flow suggests that Grab is managing its expenses better and generating more revenue from its core operations. This swing to positive cash flow is a crucial indicator of the company's ability to sustain its business model and possibly reduce its reliance on external funding in the long term. I
$Trump Media & Technology(DJT)$It seems like DJT trading has become tightly connected to the election cycle. We're seeing clear moves that appear to be positioning the stock for either outcome. If Trump loses, there's a high chance the stock could drop sharply, but if he wins, we might witness a significant run-up. This volatility makes it critical to keep a close eye on the options market to gauge how institutions and large players are hedging or speculating. Either way, election results are likely to dictate the next major move, so traders need to stay prepared for both scenarios. Good luck to all navigating this uncertainty.
$Broadcom(AVGO)$For AVGO, I think the historic precedent is the key to the theme. Without that framework, I doubt I could be bullish, especially since, as another commenter pointed out, this stock is expensive.It will likely play out this way for AI too. And I’m sure this development will stretch way beyond the rest of my life expectancy. But the here and now opportunity doesn’t lie in the finished product, It lies in all the things that get done as the world moves from here to there. That’s why I’m so interested in the “enablers,” in both tech and in the industrial sector. By the tine the world gets the finished product, the stock market may have moved off of Ai to focus on companies building/enabling some other thing.
$Amazon.com(AMZN)$AMZN is definitely catching some attention with options volume hitting 18.5K. It feels like something's brewing—are institutional players getting ready for a move, or is this just a flash in the pan? I'm curious what everyone's thinking about this activity and whether it hints at a longer-term trend or not.