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NEWS
Short Week Strikes Again

Happy Friday Thursday. Despite a daily climb, the market fell over the past week— three out of four shortened weeks have been red in 2025. Sounds like the makings of a strategy. 🚗 

Earnings results pulled the indexes in different directions today, with bad UNH results sending the Dow lower, a rare divergence from the climbing S&P 500. Netflix earnings beat estimates, reminding everyone that there are companies outside tariff agreements.

President Trump said today he could fire Fed Chair Jerome Powell if he wanted to, and the WSJ reported sources said he has worked on the project for weeks. 👀

Today's issue covers Netflix beating, UnitedHealth missing, Eli Lilly cutting weight, and more. 📰

Here’s the S&P 500 heatmap. 9 of 11 sectors closed green, with energy (+1.8%) leading and health care (-0.8%) lagging.

And here are the closing prices: 

STOCKS
Netflix Beyond Borders 🐻 

Investors gleefully waited for the first major tech firms outside the Mag 7 to report today, hoping that Netflix's streaming service could have the right stuff to avoid any tariff mayhem.

Netflix reported an eps of $6.61/share on revenue of $10.54B for Q1, above estimates. The firm made no changes to its 2025 guidance, but said a price increase last year helped boost its first-quarter profit. 🫰 

It was the first quarter the streaming firm reported without mentioning its global subscriber numbers, a measure it had wanted to avoid. Bloomberg consensus estimates were looking for revenue of $10.50 billion versus $9.37 billion last year and EPS of $5.68 versus $5.28

In January, the firm raised its 2025 revenue guidance to $43.5 billion to $44.5 billion.

Beating estimates, the stock climbed 4% after hours, following a 6% increase this week after The Wall Street Journal reported that management was aiming for a $1 trillion valuation by 2030. Stocktwits user sentiment was off the charts on this one. 🥵 

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