OVERVIEW
The Weekend Rip: January 26, 2025

It was another positive week for stocks, as fears around inflation and Trump’s tariffs calmed down, and earnings season kicked off with mostly positive results. 📈 

Let's recap and prep you for an action-packed week ahead. 📝

What Happened?

📆 On Monday, U.S. markets were closed for Martin Luther King Jr. Day.

👍️ On Tuesday, stocks started off strong, with Trump’s tariffs beginning to look less severe than anticipated. Netflix jumped after its earnings beat, driven by paid memberships that exceeded expectations by a wide margin. Trump Coin craziness kicked off over the weekend but sank sharply as the regular trading week began.

🤖 On Wednesday, investors amped up their AI bets. Three top tech firms teamed up to create “Stargate” and invest $500 billion into AI infrastructure. AST Spacemobile sank following another private offering, and the Stocktwits community voted on their favorite space stock for 2025.

📊 On Thursday, the S&P 500 hit a new all-time high. Trump continued to hint that he will push the Federal Reserve to reduce U.S. interest rates. Meanwhile, popular retail stock Hims & Hers closed in on a fresh breakout, and “Daily Rip Live” hosts dove into the AI revolution and how they’re playing it.

🧺 On Friday, Morgan Stanley made the case for diversification. The bank diverged from its peers in offering alternatives to U.S. stocks, Melania Coin sank 80% in a week as ‘meme coin madness’ died down, and “The Weekend Rip’s” Ben and Emil broke down the applications of blockchain and smart contracts with Sui.

🤩 This week's Stocktwits Top 25 posted mixed performance relative to the indexes.

Here are the closing prices: 

Bullets From The Weekend 📰

🤝 An Oracle TikTok takeover is reportedly being negotiated. The Trump administration is negotiating a deal that would see Oracle take over TikTok alongside new U.S. investors. NPR’s reporting suggests that a deal is now shaping up where Oracle would take control of TikTok’s global operations while ByteDance retains a minority stake. However, it’s unclear whether lawmakers would support this type of solution, as the existing law requires ByteDance to divest fully. TechCrunch has more.

📺️ Netflix asserts its pricing power as its streaming wars lead grows. With Netflix shares approaching their next major milestone, a $1,000 price tag, it appears investors have fully given in to the idea that the company is the future of TV. Despite the increased competition from behemoths like Amazon, Apple, and many other legacy media brands, Netflix has become a virtually uncancellable part of mainstream culture with a catalog so wide and deep that there’s something for everyone. To keep that content catalog growing (and boost its profits along the way), the streamer plans continued price hikes as long as we’re all willing to pay them. More from The Verge.

📱 Tinder uses TikTok influencers to court Gen Z. Tinder’s recent brand sentiment study showed that young people found dating apps more appealing after watching paid TikTok influencers share their experiences. The marketing strategy comes after reports that Gen Z and Millennials are moving away from swiping and instead seeking in-person alternatives to finding relationships. Match Group needs to find a solution, and fast, as it’s reported negative pay growth for eight consecutive quarters. Axios has more.

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