
Bulls $SPY Another New High
NEWS
Bulls $SPY Another New High

Source: Tenor.com
The major indexes closed in the green, fueled by Donald Trump’s virtual appearance, during which he “demanded” an immediate drop in interest rates and warned international producers to build in the U.S. or face tariffs. Meanwhile, Bitcoin surged after Trump signed an executive order to establish a crypto working group tasked with drafting new regulations and exploring a national crypto stockpile. 👀
Today’s issue covers the catalyst for stocks’ latest run, a popular retail stock that’s breaking out again, and other noteworthy pops and drops. 📰
Here’s the S&P 500 heatmap. 11 of 11 sectors closed green, with healthcare (+1.34%) leading and technology (+0.18%) lagging.

Source: Finviz.com
And here are the closing prices:
S&P 500 |
6,119 |
+0.53% |
Nasdaq |
20,054 |
+0.22% |
Russell 2000 |
2,314 |
+0.47% |
Dow Jones |
44,565 |
+0.92% |
STOCKS
Is Trump’s Wish The Fed’s Command? 🤔
President Donald Trump continues to unleash a flurry of executive orders on a variety of topics, from immigration to climate and energy and a whole lot more. 📝
The one getting the most attention from Wall Street today was his order to evaluate the potential for a ‘national digital asset stockpile,’ which many view as the first step to establishing a federal “strategic Bitcoin reserve.” That sent crypto prices higher and buoyed other risk assets. 🪙
However, the real story of the day was Trump’s first move in what’s likely to be a contentious battle with the Federal Reserve, saying that he will apply pressure to bring down rates. He appeared via video at the World Economic Forum in Davos, Switzerland, saying, “I’ll demand that interest rates drop immediately. And likewise, they should be dropping all over the world. Interest rates should follow us all over.”
We certainly know how Federal Reserve Chairman Jerome Powell feels about the central bank’s independence, so the first FOMC meeting under the new administration will be very interesting next week… 🍿
The thought of lower interest rates and continued optimism about earnings season, which is starting to ramp up, helped drive the broader market to a new all-time high. The S&P 500 closed above 6,100 for the first time as investors look to close out a second straight week of gains that would erase five weeks of losses. 📈
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CHART OF THE DAY
Hims Closes In On A Breakout Pivot 👀
HIMS, the American telehealth company founded in 2017, has been trending upwards since May of 2022. The company offers prescription medications, over-the-counter products, and personal care items.
Stocktwits user @Dr_Stoxx points out a clean breakout from the previous descending triangle, suggesting the next leg looks to be higher.
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STOCKS
Other Noteworthy Pops & Drops 📋️
WeTouch Technology ($WETH +4%): The company announced a strategic partnership to enter the South Korean market, allowing it to produce and supply advanced touchscreen components to its undisclosed partner.
Discover Financial ($DFS +2%): The firm’s net interest income rose 5% YoY, driven by a 98 bp YoY expansion in net interest margin. Provision for credit losses fell 37%.
Tempus AI ($TEM +8%): While its Stocktwits followers have grown 186% since Tuesday, sentiment shifted from ‘extremely bullish’ to ‘bearish’ by Thursday.
Vistra ($VST +4%): Guggenheim analysts raised their price target from $177 to $212.
Nano Nuclear Energy ($NNE +18%): Announced the acquisition of crucial intellectual property about its modular micro-reactor technologies under development.
TripAdvisor ($TRIP +13%): Its holding company, Liberty TripAdvisor Holdings, Inc. (LTRPA), disclosed an acquisition offer from a third party for both companies.
Hexcel Corp. ($HXL +3%): The materials supplier swung to a quarterly profit, even as sales growth of 3.6% YoY failed to meet analyst estimates.
Exicure Inc. ($XCUR +26%): Announced a strategic acquisition and collaboration deal with South Korea-based GPCR Therapeutics.
Electronic Arts ($EA -17%): The video game software maker issued a negative pre-announcement, primarily due to weakness in its soccer video game franchise.
American Airlines ($AAL -9%): Fourth-quarter earnings topped estimates, but its first-quarter 2025 and full-year earnings outlook disappointed Wall Street.
Alaska Airlines ($ALK +2%): The airline hit 3.5-year highs after its fourth-quarter earnings topped estimates, with total operating revenue rising 38% YoY.
GE Aerospace ($GE +7%): Shares hit an eighteen-year high after it topped earnings estimates and launched a fresh share buyback program.
Union Pacific ($UNP +5%): The railroad operator’s fourth-quarter earnings topped estimates, even as operating revenues fell 1% YoY and missed analyst estimates.
Red Cat Holdings ($RCAT -4%): The company secured $518,000 in new orders for its Edge 130 drones from the Army National Guard and another U.S. agency.
Trump Coin ($TRUMP.X -4%): An ongoing Stocktwits poll reveals that 42% of respondents believe the coin could drop further, potentially hitting $30 (or lower) by Sunday, signaling a bearish sentiment among a significant portion of the community.
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WHAT’S ON DECK
Tomorrow’s Top Things 📋
Economic data: S&P Global Composite PMI (9:45 am ET), Existing Home Sales (10:00 am ET), Michigan Consumer Sentiment (10:00 am ET), Kansas Fed (11:00 am ET). 📊
Pre-Market Earnings: Verizon Communications ($VZ), American Express ($AXP), NextEra Energy ($NEE), Ericsson ($ERIC), HCA Healthcare ($HCA). 🛏️
After-Hour Earnings: None — enjoy your weekend. 🎧
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. 👍
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🪙 Trump signs executive order promoting crypto, paving way for digital asset stockpile
📦️ Store closures hit highest level since pandemic — see who is shutting down the most locations
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