NEWS
Best Gains Since ‘04

The market climbed to finish out the ninth straight session for the S&P 500 in the green, the best run for the index since 2004. Bouyed by tech resilience and Q1 earnings that showed a demand boost from consumers worried over future prices, the market retook all of its losses since Liberation Day.

Forward guidance is mostly unclear, and predictions for imports are harsh. Still, the Wall Street Journal reported that the U.S. and China have quietly cut a quarter of tariffs and are trying to begin negotiations. The FOMC will decide on monetary policy next week, with negative growth in GDP, low PCE inflation, and low unemployment data to sort through. 👀

Today's issue covers earnings beats and busts with Berkshire on the way, China and U.S. might get back together, and exclusives from Stocktwits. 📰

Here’s the S&P 500 heatmap. All sectors closed green, with technology (+1.67%) leading and consumer staples (+0.54%) lagging.

And here are the closing prices: 

STOCKS
Earnings Beats And Busts 🐻 

Friday’s positive market gave plenty of room for individual stocks to fly or falter after reporting results. Let’s break down some standouts.

Doulingo ($DUOL +21%): The language learning app flew after reporting earnings better than expected, and issued a Q2 guidance topped forecasts. Chief Luis con Ahn went on Bloomberg TV to show off his firm’s AI tools that help users learn.

Block ($XYZ -20%): Bitcoin and brokerage sales were disappointing for CashApp owner Block, sending the stock lower. It also cut its 2025 guidance, warning that consumer spending in Q1 caused it to miss badly, and it was not improving.

Atlassian ($TEAM -9%): Dropped after reporting Q3 revenue growth of 14%, down from 21% in the prior quarter. The firm, known for making Jira Software, was the lowest stock on the Nasdaq 100. They issued cautious guidance, citing macro risks and execution challenges, while retail sentiment remained neutral with extremely high message volume.

DexCom ($DXCM +16%): On the other end, pulling up the Nasdaq 100 after the glucose tracking tech med tech beat earnings. Revenue grew 12%. Management said two of the three largest pharmacy firms covered their glucose tech. The company received FDA approval for yet another Glucose Monitoring drug.

Berkshire Hathaway ($BRK.A) ($BRK.B) Warren Buffett’s cash cow did not report just yet- the firm will hold its annual meeting, the “Cochella for Investing” tomorrow. All eyes will watch its pile of cash, currently sitting at more than $330B, and whether the investment firm has moved that money anywhere. Stocktwits will stream the presentation as soon as it goes live, and keep watch for any retirement news from the big man himself. 🧓 

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