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CLOSING BELL
Market Just Needed A Quick Vaycay

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The market came roaring back after a three-day weekend. The short trading week went green early after Trump delayed EU tariff increases after weekend calls with the EU’s trade chief, Maros Sefcovic. On top of that, consumer confidence numbers rebounded after a five-month decline, box office numbers are flying, and Nvidia is set to report its leading semiconductor earnings tomorrow after the bell. Dozens of S&P 500 names hit year-high prices today, and sell in May might have turned on its head. 👀

Today’s issue covers box office booms, footwear firms flying, and what to watch for in Nvidia’s report. 📰

With the final numbers for indexes and the ETFs that track them, all 11 sectors closed green, with consumer discretionary $XLY ( ▲ 2.95% ) leading and utilities $XLU ( ▲ 0.75% ) lagging.

finviz

S&P 500 $SPY ( ▲ 2.08% ) 5,922

Nasdaq 100 $QQQ ( ▲ 2.35% ) 21,415

Russell 2000 $IWM ( ▲ 2.54% ) 2,090

Dow Jones $DIA ( ▲ 1.81% ) 42,344

STOCKS
Box Office Business Boomed This Weekend 🎞️ 

It was a colder Memorial Day than usual this year in New York City, which apparently sent Americans looking for something to do when they couldn’t hit the beach.

AMC set Memorial Day holiday-weekend records, drawing 7 million moviegoers from Thursday through Monday. The strong turnout was driven by Lilo & Stitch and Mission: Impossible – The Final Reckoning, which filled premium screens like IMAX, Dolby Cinema, and RealD 3D.

$AMC ( ▲ 23.77% ) stock flew after the company reported its third-biggest revenue mark over a five-day period in more than a decade, with record admissions, food & beverage sales, and total revenue.

CEO Adam Aron noted that the industry appears to have “turned a corner”, with consistent weekend box office strength since April. Retail sentiment on Stocktwits remained extremely bullish, reflecting optimism about AMC’s recovery.

Para, Warner bros, Disney, HBO also climbed after they too reported high viewership Memorial Day weekend. 📽️ 

Overall sentiment went ‘extremely bullish’ as AMC trended Tuesday

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LIVE ON STOCKTWITS
Nvidia Is On Deck ▶️ 

Nvidia is set to report Wednesday after the market closes, rounding out the final Mag Seven stock to report this season, after tariff headwinds and recession fears sent the market into a tailspin, before tariff pauses pushed prices into a May long bull run.

Stocktwits users are reporting they are buying and holding in preparation for the news

Even after tariff pauses, Nvidia Chief Jensen Huang warned specific bans on its H20 series chips to China would set the firm back in a painful way. The firm has already lost $15B in sales since the April ban, and filed last month with a warning it would see at least $5.5B in losses from the ban.

Here’s What To Watch

◀️ Nvidia is expected to report Q1 revenue of $43.3B, up from $26B a year ago, with adjusted EPS of $0.88. Data Center revenue is projected at $39.2B, climbing 74% YoY, while Gaming revenue is set to reach $2.8B, up 7.7% YoY, according to Yahoo Finance.

🌏 China revenue is estimated at $6.2B, jumping over $6B for the first time, and up 150% YoY, making up 14% of total sales. U.S. sales are expected at $21.6B (+60% YoY). Nvidia also enjoys benefits from other Mag Seven giants- Microsoft accounts for nearly 19% of Nvidia’s revenue, spending 47% of its CapEx on Nvidia chips, according to Bloomberg.

📊 Nvidia shares fell 8.5% in February despite beating Q4 estimates, with options traders predicting a 7.4% post-earnings move on May 29. No matter what happens, it has the possibility of moving the market.

Remember, Nvidia has contributed to a whopping 17.21% of the S&P 500’s gain since November 2022.

Want more preview? Check out Daily Rip Live on Wednesday

POPS & DROPS
Noteworthy Stories From Stocktwits News 🗞️ 

AutoZone reported Q3 earnings that missed expectations, with diluted EPS of $35.36, falling short of the $37.15 consensus. Revenue rose 5.4% year-over-year to $4.5 billion, slightly above estimates. Same-store sales increased 3.2%, driven by a 5% gain in domestic locations, while international same-store sales declined 9.2%. The stock fell 3%.

$INFA ( ▲ 6.08% ) flew after Salesforce announced an $8 billion acquisition of the firm, for its AI and data infrastructure capabilities. The deal will integrate Informatica’s data catalog, governance, and metadata management into Salesforce’s Agentforce, Data Cloud, Tableau, and MuleSoft platforms. Informatica shareholders will receive $25 per share, with the transaction expected to close in fiscal 2027.

PDD Holdings shares fell nearly 14% after reporting Q1 revenue of $13.3 billion, missing estimates of $14.3 billion, marking its slowest quarterly growth in three years. Net profit tumbled 47% to $2.05 billion, well below the $3.63 billion consensus. Management cited “substantial investment” spending in its platform ecosystem to support merchants, but analysts flagged weak demand and Trump’s tariff uncertainty.

$LUV ( ▲ 5.53% ) Airlines officially ended their “bags fly free” policy, introducing checked bag fees starting May 28. The first checked bag will cost $35, while the second will be $45. The airline expects the change to generate $1.5 billion in annual revenue but acknowledges potential losses of $1.8 billion from loyal customers who favored its free baggage policy.

Circle has officially launched its IPO, pricing shares between $24 and $26 to raise up to $624 million. The stablecoin issuer plans to list on the New York Stock Exchange under the ticker CRCL, after first planning to go public in 2021. The offering includes 24 million shares, with an additional 3.6 million available for underwriters.

$DJT ( ▼ 10.38% ) announced a $2.5 billion capital raise to establish a Bitcoin treasury, securing funding from 50 institutional investors, issuing $1.5 billion in common stock and $1 billion in convertible senior secured notes. The offering is expected to close on May 29. CEO Devin Nunes emphasized that Bitcoin buying positions Trump Media alongside firms like Strategy with significant BTC reserves. Crypto.com and Anchorage Digital will provide custody services.

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COMPANY NEWS
Footwear Flies 🪰 

Consumer retail and shoe firms climbed Tuesday, partly because of the rebound of consumer confidence, and in light of Trump’s tariff re-pause with the EU, until (July 9th at least.)

Nike shares climbed nearly 55, Designer Brands climbed 15%, Deckers Outdoor climbed 7%, and Dicks Sporting Goods rose 4%, due to report Wednesday morning.

Dicks sentiment is ‘neutral’ heading into earnings Tuesday

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: Fed Kashkari Speech (4:00am), MBA 30-year mortgage rate (7:00am), FOMC Minutes (2:00pm) 📊

Pre-Market Earnings: Dick’s Sporting Goods ($DKS), Abercrombie & Fitch ($ANF), Macy’s ($M), and Phreesia ($PHR). 🛏️

After-Hour Earnings: NVIDIA ($NVDA), Salesforce ($CRM), C3.ai ($AI), e.l.f. Beauty ($ELF), Veeva Systems ($VEEV), SentinelOne ($S), and Pure Storage ($PSTG). 🎧

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 🌐

📺️ Memorial Day Sale: Subscribe to IBD Digital for just $1/week—that’s 89% off the regular price *

💵 Dollar Lifted by Fall in Long-End Japanese Bond Yields

🥇 Gold Extends Losses as Dollar Pushes Higher on Trade Talks

🍎 Apple acquires videogame studio behind hit Arcade title Sneaky Sasquatch

🛩️ Palantir Wins Big with $795M Army Deal, Wedbush Upgrades to ‘Outperform’

👀 Nvidia’s $43 billion question: Can Jensen Huang keep the AI hype train on track?

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

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