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CLOSING BELL
Meta Reaches For The Nuke

The market climbed Tuesday, after U.S. jobs numbers came in high, earnings came in positive, and Fed speakers repeated the ‘wait and see’ we’ve gotten a lot recently. 👀

Today’s issue covers Nuclear-Powered Facebook From The South Side Of Chicago, FedSpeak, and The Boys Are Arguing In The Chat Again. 📰

With the final numbers for indexes and the ETFs that track them, 8 of 11 sectors closed green, with tech $XLK ( ▼ 0.28% ) leading and real estate $XLRE ( ▼ 0.02% ) lagging.

finviz

S&P 500 $SPY ( ▼ 0.48% ) 5,970

Nasdaq 100 $QQQ ( ▼ 0.75% ) 21,663

Russell 2000 $IWM ( ▲ 0.04% ) 2,103

Dow Jones $DIA ( ▼ 0.23% ) 42,520

STOCKS
Nuclear-Powered Facebook From The South Side Of Chicago 🔥 

Meta signed a 20-year agreement to purchase nuclear power from Constellation Energy’s Clinton Clean Energy Center in Illinois. The stock $CEG ( ▼ 3.23% ) flew 15% overnight after the deal hit news desks, but pulled back dramatically during regular trading.

Chief Joe Dominguez of the nuclear power firm did not say what the deal will cost, but mentioned it’s ‘billions of dollars’ of capital Meta will pay to run a plant for 20 years. It’s the first deal to buy nuke power for AI from a functionally working plant. Late last year, Microsoft bought in with Constellation to rebuild the Three Mile Island plant in PA. What could possibly go wrong? /s

The Meta deal will launch in 2027, as Constellation relicenses with the Fed and continues plant operations. The agreement will add 30 megawatts of increased output and help preserve over 1,000 jobs.

Meta’s Head of Global Energy, Urvi Parekh, emphasized that securing reliable energy is crucial for advancing AI ambitions. The move follows a broader AI Trend, where companies like Microsoft and Google explore any power source they can find to run data centers.

According to the WSJ, most AI data centers have been sourcing power from natural gas, like the fabled $500B ‘Stargate’ project. Tech giants need more energy and seem hell-bent on using all the CapEx they need to get it.

Stocktwits Sentiment on CEG Flew Tuesday

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FED SPEAK
Two More Fed Members Talk Tariffs And Inflation

Atlanta Fed President Raphael Bostic reiterated his stance Tuesday that the Federal Reserve should remain patient on rate cuts, emphasizing that inflation is still above the 2% target. He’s got a point, though a slim one— PCE inflation in April came in at 2.1%

He said that’s great and all, but he thinks underlying inflation pressures are still there. Tariffs don’t help, either- Bostic said that tariffs could create temporary price increases but warned that persistent inflationary pressures might warrant a policy response. He expects one rate cut this year, but the Fed has to wait and watch first.

Fed Governor Lisa Cook warned that President Trump’s tariffs could push inflation higher, making what could be an easy summer job (setting the Fed Funds Rate) challenging. Speaking at the Council on Foreign Relations, Cook said inflation is falling, but tariffs might raise prices and change that.

She worries it could be contagious. If businesses become more willing to raise prices, consumers expect inflation to persist; overall prices might climb higher than the trade price hikes. 🛶 

Federal Reserve Governor Lisa Cook. (Photo by Drew Angerer/Getty Images)

POPS & DROPS
Top Stocktwits News Stories 🗞️ 

$CRWD ( ▲ 0.52% ) reported weaker than expected revenue for the coming year after the bell Tuesday, and fell 5% after hours. The firm sees sales between $4.74B-$4.81BB. For its first quarter, it reported $0.73 adjusted earnings per share and revenue of $1.1B, up 20% YoY.

Nio reported Q1 revenue of $1.66 billion, up 21.5% year-over-year but below analyst expectations of $1.73 billion. Vehicle deliveries rose 40.1% to 42,094. The company posted an adjusted loss of $0.41 per share, worse than the expected $0.37 loss. Gross margin improved to 7.6% from 4.9% a year ago but fell from 11.7% last quarter. Nio expects Q2 deliveries between 72,000 and 75,000 vehicles, reflecting 25.5% to 30.7% year-over-year growth.

$DG ( ▲ 1.85% ) reported Q1 earnings of $1.78 per share, beating analyst estimates of $1.47. Revenue rose 5.3% year-over-year to $10.44 billion, surpassing expectations of $10.29 billion. The stock flew as the highest percentage climber on the S&P 500. Same-store sales increased 2.4%, driven by higher per-visit spending despite a fall in store traffic. The company raised its full-year EPS guidance to $5.20–$5.80

MARA Holdings mined a record 950 Bitcoin in May, marking a 35% increase from April. The firm saw production declines in the past year after the most recent Bitcoin halving event. The company won 282 blocks, growing its hashrate to 58.3 exahash per second. MARA now holds 49,228 BTC, valued at approximately $5.3 billion. Despite the strong production, MARA reported a $533 million net loss for Q1, missing Wall Street expectations.

$HPE ( ▼ 0.45% ) climbed after hours, reporting Q2 revenue of $7.63B and adjusted EPS of $0.38, both above estimates.

Broadcom shares hit an all-time high, climbing nearly 4% after launching shipments of its Tomahawk 6 Ethernet switch, which delivers 102.4 terabits per second of switching capacity—double the bandwidth of any existing Ethernet switch. The semiconductor firm is set to report earnings Wednesday night. Wall Street wants EPS of $1.57, on revenue of $14.96B.

$ON ( ▼ 1.47% ) led tech stocks ranked on the Nasdaq 100 Tuesday, lining up with speaking events for the firm’s executives at a Bank of America conference. The stock price bounced nearly off the 500-day moving average, as the semiconductor firm has yet to dramatically recover from a year-long price decline.

Pony.ai fell 20% after the firm partnered with Shenzhen Xihu Group, the city’s largest taxi operator, to deploy over 1,000 autonomous robotaxis in Shenzhen. The collaboration integrates Pony.ai’s AI-powered order dispatch system with Xihu’s fleet management expertise, aiming to accelerate large-scale autonomous mobility. The stock climbed for nearly 6 weeks before the drop.

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…EXCEPT DEATH AND TAXES
The Boys Are Arguing In The Chat Again

Elon Musk sharply criticized President Trump’s ‘big beautiful’ spending bill, calling it a “disgusting abomination” in a post on X.

Now far removed from the administration after a farewell ceremony last week, Musk argued that the legislation, which extends Trump’s 2017 tax cuts and increases defense spending to more than $1T, would add $2.5 trillion to the federal deficit, burdening American taxpayers.

The bill also includes cuts to Medicaid and SNAP, which the Congressional Budget Office estimates will result in 7.6 million Americans losing healthcare coverage. ❤️‍🩹 

Trump defended the legislation, calling it a “big beautiful bill” and dismissing concerns over its fiscal impact. Musk’s comments have added pressure to Senate Republicans. Some GOP hardliners, like Rand Paul, have voiced concerns over the deficit increase. The Senate has until a goal date of July 4th to decide if the beautiful bill will become a beautiful law. The bill passed the GOP-controlled House by one vote.

Trump criticized Sen. Rand Paul for openly opposing his tax and domestic policy bill, calling Paul’s stance “crazy” and accusing him of voting “NO on everything”. Paul has argued that the bill would increase the debt ceiling by $5 trillion. 🤑 

Elon Musk, during a news conference with President Donald Trump on May 30, 2025 inside the Oval Office at the White House in Washington. (Photo by Tom Brenner For The Washington Post via Getty Images)

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: ADP Nonfarm Employment Change (May) (8:15 AM), FOMC Member Bostic Speaks (8:30 AM), S&P Global Composite + Services PMI (May) (9:45 AM), ISM Non-Manufacturing Employment, PMI (May) (10:00 AM), Crude Oil Inventories (10:30 AM), Beige Book (2:00 PM). 📊

Pre-Market Earnings: Dollar Tree ($DLTR), Jiayin Group ($JFIN), Thor Industries ($THO). 🛏️

After-Hour Earnings:  ChargePoint ($CHPT), MongoDB ($MDB), Planet Labs ($PL), Five Below ($FIVE), BARK ($BARK), PVH ($PVH), Argan ($AGX). 🎧

P.S. You can listen to all of these earnings calls and more straight from the Stocktwits app or website. You’ll find them on the calendar page and individual symbol pages once they’re set to begin! We’ll see you there. 👍

Links That Don’t Suck 🌐

👀 North Face and Cartier customer data stolen in cyber attacks

😨 Wells Fargo Freed From Asset Cap Imposed After Fake-Accounts Scandal

💳️ Klarna takes on banks with debit card as it diversifies beyond buy now, pay later 

🌮 Deutsche Bank raises S&P 500 forecast: ‘We will get further relents’ from Trump on tariffs

🏠️ The ‘major questions’ Supreme Court hurdle that could stand in the way of Trump’s tariffs

📺️ Nvidia CEO Jensen Huang Said Nintendo Switch 2 Chip ‘Unlike Anything We’ve Built Before’

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