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- 📈 GE Vernova's $2B Reaction
📈 GE Vernova's $2B Reaction
Tesla Stock Skyrockets 20% , Airbus will buy Spirit AeroSystems, Nvidia Stock Is Falling, Deliveroo surges 17% on DoorDash offer, GE Vernova Stock Soars
Evelio Silvera
April 28, 2025
Below is today’s edition of the Bull Street Daily Briefing…
Good morning.
⚡ The Fast Five → Tesla Stock Skyrockets 20% , Airbus will buy Spirit AeroSystems, Nvidia Stock Is Falling, Deliveroo surges 17% on DoorDash offer, GE Vernova Stock Soars
🔎 Market Trends → Wall Street ends with weekly gains as trade negotiations, earnings in focus; US Futures Point to Lower Open
And now…
⏱️ Your 5-minute briefing for Monday, April 28, 2025:
MARKET BRIEF
Before the Open
As of market close 04/25/2025.
Pre-Market
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Fear & Greed
Markets in Review
Markets Keep Winning Streak Alive as Trade Optimism Builds
The Nasdaq rose 1.3% to 17,382.9, while the S&P 500 added 0.7% to 5,525.2. The Dow edged up 0.1% to 40,113.5, capping a fourth straight day of gains. Consumer discretionary and tech led, while materials lagged.
The Big Picture:
Stocks rallied into the weekend as trade tensions eased and optimism around US-Japan and US-China relations took center stage. President Trump signaled a pending deal with Japan, while China appears to be rolling back some tariffs, offering a glimmer of hope for a rebalancing of global trade flows.
Despite headline noise, the weekly returns tell the story of resilience: the Nasdaq soared 6.7%, the S&P 500 jumped 4.6%, and the Dow climbed 2.5%. A modest dip in Treasury yields also gave equities a tailwind.
WTI crude edged up 0.6% to $63.17/barrel, but remains weighed down by oversupply concerns. Gold fell 0.9% to $3,317, as risk appetite nudged investors out of safe havens.
Market Movers:
📈 Charter Communications (CHTR) soared 11.4%, topping the S&P 500 after strong mobile revenue growth fueled a Q1 beat.
📈 Nvidia (NVDA) climbed 4.3%, leading the Dow, as tech rode a broader recovery wave.
📉 T-Mobile (TMUS) fell 11.2%, missing subscriber growth expectations despite beating on earnings.
📉 Intel (INTC) slid 6.7% after delivering a cautious Q2 outlook.
What They’re Saying:
"Trade uncertainty continues to weigh on sentiment, but resilient corporate earnings are keeping the economic engine humming," said Saxo’s Ole Hansen.
WHAT WE’RE WATCHING
Events
There are no events scheduled for today.
Earnings Reports
Today: Domino’s Pizza, Waste Management, NXP Semiconductors, F5, Brown & Brown
Tomorrow: Coca-Cola, Visa, Starbucks, Pfizer, PayPal, Royal Caribbean, Hilton, Spotify, UPS, Honeywell, Booking.com, Mondelez, S&P Global, AstraZeneca, HSBC, Ecolab
MARKET BRIEF
Leading News
Nuclear's Quiet Comeback: GE Vernova Positions for the AI Power Boom
Photo Credit: Nicolas Hip
Why it matters:
As data centers devour electricity and clean energy demands surge, GE Vernova (GEV) is positioning itself at the intersection of two powerful trends—the AI revolution and nuclear energy's comeback.
Zoom Out:
Nuclear power, that oft-maligned energy source of yesteryear, is experiencing a remarkable second act. Currently providing just under 10% of global electricity, nuclear has quietly become the world's second-largest source of low-emission power.
The International Energy Agency reports over 70 GW of nuclear capacity under construction globally, with more than 40 countries planning expansions. Meanwhile, tech giants have publicly pledged to triple nuclear capacity by 2050—a rare show of solidarity that savvy investors shouldn't dismiss.
Key Insights:
Small is mighty: GEV is betting big on small modular reactors (SMRs), targeting $2 billion in annual revenue by the mid-2030s. Unlike their behemoth cousins, these 300 MW units can be factory-built, deployed faster, and placed strategically near data centers or industrial complexes.
Follow the cash flow: GEV generated a robust $1 billion in positive free cash flow in Q1, while maintaining a substantial $123 billion backlog. The company's nuclear technology already powers 65 plants across the United States—a formidable installed base from which to grow.
Domestic production catalyst: Recent geopolitical tensions and new tariff considerations for critical minerals like uranium could significantly benefit domestic nuclear players like GEV, potentially creating a powerful tailwind for longer-term investors.
Market Pulse:
"The perfect storm is brewing for nuclear energy—surging AI electricity demands, decarbonization mandates, and bipartisan support for energy independence," notes one industry analyst.
Bull’s Take:
Patient investors who can look beyond short-term uranium price volatility may find GEV's combination of established nuclear expertise and small modular reactor innovation particularly compelling. This isn't just an energy play—it's a strategic position in the backbone of our AI-powered future.
Headlines
Toyota considers investing in potential $42 billion buyout of key supplier (link)
Apple's AI Team Undergoes Major Restructuring Amidst Performance Concerns (link)
Airbus will buy Spirit AeroSystems’ US and UK assets as it carves up the supplier with Boeing (link)
Nvidia Stock Is Falling. This Huawei Breakthrough Is Not Going to Help. (link)
Tesla Stock Skyrockets 20% Following Elon Musk's Return and Shift From DOGE (link)
Deliveroo surges 17% on DoorDash offer (link)
CRYPTO
Fear & Greed
Headlines
DAILY SHARE
On the Socials
*Hat-tip to wallstmemes
All content provided by Investor Lookout and Bull Street is for informational and educational purposes only and should not be taken as trading or investment recommendations.
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