OVERVIEW
The Weekend Rip: February 09, 2025

Source: Tenor.com

Tariff and tech earnings ruled this week, with neither bulls nor bears making major directional progress in the market. 🤷 

Let’s recap and prep you for the week ahead. 📝

What Happened?

⏩️ On Monday, the fastest trade war in history wrapped up. Mexico, Canada, and the U.S. came to a resolution to delay the implementation of tariffs. Palantir pumped to new all-time highs, and Eric Trump publicly bought the dip in Ethereum.

👏 On Tuesday, stocks stuck the landing as tech earnings took center stage. Alphabet, AMD, and Snap reported mixed results; the number of job openings to available workers fell to 1:1, and the “Trends With Friends” crew dove into the business of storytelling.

🪙 On Wednesday, traders embraced a new “strategy” as MicroStrategy rebranded to reflect its Bitcoin bet. Aurora Cannabis and BlackBerry also blasted off, and pro trader Brian Shannon, CMT, broke down how he manages risk in a volatile environment.

😫 On Thursday, bulls and bears wasted lots of effort for little movement. Amazon slid as its revenue guidance implied the slowest growth as a public company, and after-hours earnings created major moves.

🚢 On Friday, reciprocal tariffs made a return, sending stocks lower. Trump’s latest tariff threats caused stocks to stumble, energy stocks slumped as Trump pledged to “drive” down energy prices, and The Weekend Rip’s Ben & Emil streamed live from cold and windy New York City.

😐️ This week’s Stocktwits Top 25 showed mixed performance vs. the major indexes. P.S. We mistakenly omitted Meta from the Nasdaq 100 list. That’s now been updated on the web version, so you can check it out here.

Here are the closing prices: 

Bullets From The Weekend 📰

🛡️ The defense tech space remains ripe for investment. Just six months after Anduril raised $1.5 billion at a $14 billion valuation, it’s in talks to raise another $2.5 billion at a $28 billion valuation. The deal would be led by Founders Fund, which will write its largest check at $1 billion. TechCrunch has more.

🤑 Trump’s social media company pivots to finance. Trump Media and Technology Group trademarked three ETFs under its new Truth.Fi brand, including a “Truth.Fi Bitcoin Plus ETF.” TMTG CEO Devin Nunes said the company is exploring a range of ways to differentiate its products, including strategies related to Bitcoin, as it develops the optimal mix of offerings for investors who believe in “America First” principles. More from Axios.

📺️ Everything you need to know about today’s Super Bowl LIX. President Trump is set to be the first sitting president to attend the big game, as the Kansas City Chiefs face off against the Philadelphia Eagles to attempt a historic “Three-Peat.” Kickoff is set for 6:30 pm ET, and the halftime show begins somewhere between 8 and 8:30 pm ET. Commercial enthusiasts, football lovers, and music fans will all tune in to watch, with multiple ads selling for a record $8 million this year. Axios has more.

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Not an offer or recommendation by Stocktwits nor is this investment advice. See disclosure.

THE BRIEF

Need a concise summary of what’s going on this week? Look no further. Here’s a rundown of this week’s earnings and economic data.

Economic Calendar

Source: TradingEconomics.com

It’s a busy week of economic data, with investors focused on U.S. inflation data and Fed member speeches. In addition to the above, check out this week’s complete list of economic releases.

Earnings This Week

Earnings season is in full swing, with roughly 449 companies reporting this week.

Source: Stocktwits

Above is a quick summary. Check out the full Stocktwits earnings calendar for the other names reporting this week.

Links That Don’t Suck 🌐

🛍️ Aldi sells off Southeastern Grocers business

🏈 Taylor Swift and the evolution of the NFL WAG

☕️ Starbucks is giving away free coffee on Monday

🛑 Trump’s acting CFPB chief halts all supervision of companies

⚠️ FBI warns iPhone and Android users to hang up the call if you hear this

◀️ Exclusive: GM, Pepsi, Disney, others scrub some DEI references from investor reports

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