Bitcoin's (CRYPTO: BTC) recent transformation has led many to ask, “What exactly changed?” It is no longer just a speculative asset but a strategic macroeconomic instrument shaped by centralized institutions, sovereign wealth strategies, and long-term
The S&P has been down a bit more than 2% since last Thursday's close. Most of this is attributable to the escalation of the war in the Middle East. Investors seem to be rotating out of Big Tech and into value and small cap stocks.
Stay up-to-date with the latest market trends one hour before the close of the markets on Friday. Explore the top gainers and losers during today's session in our detailed report.
Semiconductor chip stocks, including Nvidia, Broadcom, TSMC, Intel, Arm, Marvell are down due to the end of waivers for chipmakers to send tech to China.
Quantum Computing shares are trading higher and trending during Friday's session. The company earlier this week announced the successful shipment of its first commercial entangled photon source.
One way to play UBER Technologies stock, to set a lower buy-in target and still get paid a 2% yield over the next month, is to sell short 5% out-of-the-money (OTM) puts.
A Reuters report said the agreement was deemed fair and reasonable by U.S. District Judge Ada Brown during a hearing on Friday in Dallas federal court, where the class-action lawsuit was being litigated.
JP Morgan analyst Bill Peterson highlighted strong construction progress at Thacker Pass and reaffirmed Lithium Americas' Phase 1 focus amid steady spending and DOE loan preparations.
Tractor Supply’s first quarter 2025 performance was shaped by delayed spring weather and persistent pressure in big-ticket seasonal categories. Management pointed to robust customer transactions and growth in consumable, usable, and edible categories, but noted that adverse weather conditions, especially in southern markets, held back overall sales. CEO Hal Lawton described the quarter as “softer than expected,” citing the three-week delay in spring’s arrival as a major headwind, with strong winter goods offset by weaker demand for spring merchandise.
CBRE’s first quarter results for 2025 reflected broad-based growth across its core business lines, with particular strength in U.S. leasing and capital markets. Management attributed this performance to increased activity in office and industrial leasing, as well as rising transaction volumes in multifamily and industrial asset sales. CEO Bob Sulentic highlighted the company’s “strong business pipelines and improved operational leverage,” while CFO Emma Giamartino pointed to the benefits of recent cost efficiency initiatives, especially in facilities and property management. The quarter’s results were also shaped by the recent integration of new business segments and strategic acquisitions, which contributed to both top- and bottom-line improvements.
MarineMax delivered a positive Q1, with results surpassing Wall Street’s revenue and profit expectations and a strong market reaction following the announcement. Management attributed the quarter’s outperformance to aggressive pricing, targeted promotions, and increased digital marketing, which helped drive double-digit same-store sales growth. CEO Brett McGill emphasized the company’s ability to leverage technology and analytics, stating, “Our digital investments combined with the best team and industry leading premium brands and strong execution enable us to achieve record March quarter revenue.”
Dover’s first quarter results drew a positive market response, despite flat revenue performance and a slight miss on Wall Street's top-line expectations. Management pointed to significant operating margin expansion, driven by a favorable product mix, cost discipline, and productivity initiatives. CEO Richard Tobin highlighted “excellent incremental margin conversion,” with improved profitability across most segments. The company benefited from strong demand in areas like biopharma components and data center cooling solutions, while some end markets—particularly vehicle services and aerospace—faced volume declines due to program timing and external pressures such as tariffs on Chinese imports.
Textron’s first quarter results were met with a positive market response, led by strong execution across its Bell segment and continued growth in aviation aftermarket services. Management pointed to Bell’s 35% year-over-year revenue increase—split between military and commercial helicopters—as a key factor, driven by both the FLARA defense program and robust demand across product lines. CEO Scott Donnelly also emphasized improved aviation operations following strike recovery, noting, “Textron Aviation’s fleet utilization remained strong in the quarter, leading to aftermarket revenue growth of 6%.” The quarter included the sale of the Arctic Cat powersports business as Textron continued to refine its industrial portfolio.
Strategic Education’s first quarter results reflected the ongoing evolution of its business mix, with management attributing growth to a robust performance in its education technology services and expanding employer partnerships in U.S. higher education. CEO Karl McDonnell pointed to a 7% increase in employer-affiliated enrollment, which offset a decline in unaffiliated student numbers, and highlighted the contribution of new corporate clients and the Sofia Learning platform. McDonnell noted that “our corporate partnerships remain very strong, and we suspect that they’ll continue to be a source of strength for us as we add partnerships and deepen our relationships in Workforce Edge.”
Merck’s first quarter results drew a positive market reaction, reflecting operational resilience despite a 1.6% year-over-year revenue decline. Management identified continued strength in the oncology portfolio, especially KEYTRUDA and Welireg, alongside growth from new product launches like WinRevair and Cafaxib, as pivotal to performance. CEO Rob Davis cited “increasing contributions from our newer commercialized medicines and vaccines and continued advancement of our pipeline.” Merck also managed through significant declines in Gardasil sales in China, emphasizing that underlying global demand outside China remained robust.
