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📈 Samsung's 10% Revenue Surge
Oddity Tech soars 15%, Super Micro shares dive, UPS to Cut 20K Jobs, Hims & Hers’ stock soars, Samsung’s first-quarter operating profit and revenue beat
Evelio Silvera
April 30, 2025
Below is today’s edition of the Bull Street Daily Briefing…
Good morning.
⚡ The Fast Five → Oddity Tech soars 15%, Super Micro shares dive, UPS to Cut 20K Jobs, Hims & Hers’ stock soars, Samsung’s first-quarter operating profit and revenue beat
🔎 Market Trends → US stocks end higher as earnings, data, tariffs gauged; US Futures Steady as Big Tech Earnings Eyed
And now…
⏱️ Your 5-minute briefing for Wednesday, April 30, 2025:
MARKET BRIEF
Before the Open
As of market close 04/29/2025.
Pre-Market
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Fear & Greed
Markets in Review
Stocks Stretch Rally to Six Days as Trade Tone Softens, Earnings Impress
The Dow rose 0.8% to 40,527.6, while the S&P 500 climbed 0.6% to 5,560.8, both marking their sixth straight day of gains. The Nasdaq added 0.6% to 17,461.3 as investors welcomed upbeat earnings and a shift in trade rhetoric.
The Big Picture:
Markets continued their winning streak Tuesday, buoyed by strong corporate results and clearer signals on trade policy. President Trump formally exempted autos from certain tariffs, easing pressure on a key U.S. industry and signaling a more measured stance amid broader negotiations.
Positive sentiment also got a lift from India trade progress and earnings reports that held firm in the face of global uncertainty. Treasury yields fell again, reinforcing the market’s confidence that rates will remain supportive, even as macro crosswinds persist.
WTI crude dropped 2.9% to $60.25, pressured by tariff-linked demand concerns. Gold slipped 0.5% to $3,332.20, while silver gained 0.6% to $33.22.
Market Movers:
📈 Honeywell (HON) jumped 5.4% after posting a Q1 beat and showing resilience despite dialing back its full-year outlook.
📈 Sherwin-Williams (SHW) rose 4.8%, following solid earnings and steady guidance.
📉 NXP Semiconductors (NXPI) fell 6.9%, citing tariff exposure and CEO transition.
📉 Spotify (SPOT) dropped 3.5% after missing Q1 estimates and issuing weak guidance.
What They’re Saying:
“Concerns about the economy have now spread to consumers worrying about their own personal situations,” said Stephanie Guichard of the Conference Board, as consumer confidence slid for a fifth month.
WHAT WE’RE WATCHING
Events
Today: Automatic Data Processing, Inc. - Automatic Data Processing, Inc. (ADP) Non-Farm Employment Change - 8:15am
Why You Should Care: Job creation is an important leading indicator of consumer spending, which accounts for a majority of overall economic activity.
Today: Bureau of Economic Analysis - Advance Gross Domestic Product (GDP) q/q - 8:30am
Why You Should Care: It's the broadest measure of economic activity and the primary gauge of the economy's health.
Today: Bureau of Economic Analysis - Employment Cost Index q/q - 8:30am
Why You Should Care: It's a leading indicator of consumer inflation - when businesses pay more for labor the higher costs are usually passed on to the consumer.
Today: Bureau of Economic Analysis - Core Personal Consumption Expenditures (PCE) Price Index m/m - 10:00am
Why You Should Care: It's the Federal Reserve's primary inflation measure. Inflation is important to currency valuation because rising prices lead the central bank to raise interest rates out of respect for their inflation containment mandate.
Earnings Reports
Today: Microsoft, Meta, GSK, Allstate, Aflac, MetLife, Robinhood, Yum! Brands, QUALCOMM, Caterpillar, Public Storage
Tomorrow: Apple, Amazon, MicroStrategy, McDonald’s, Mastercard, CVS Health, Airbnb, Shell, Eli Lilly, Reuters, Motorola
MARKET BRIEF
Leading News
Samsung Chips Away at Headwinds: Q1 Profits Signal Tech Resilience
Photo Credit: Babak Habibi
Why it matters:
Samsung's stronger-than-expected earnings offer a revealing window into tech sector resilience, suggesting the AI-driven semiconductor boom remains intact despite looming trade tensions.
Zoom Out:
The world's memory chip kingpin and smartphone giant delivered 10% year-over-year revenue growth and operating profits that surpassed analyst expectations. This comes as the broader semiconductor industry navigates uncertain waters amid potential tariff escalations.
Samsung's outperformance hints at something savvy investors have long understood: technological necessity often trumps geopolitical friction. The company's ability to beat estimates while facing the specter of "reciprocal" tariffs demonstrates the enduring demand for essential digital infrastructure.
Key Insights:
Chip dynamics shifting: Memory chip markets show signs of stabilizing after last year's inventory correction, with revenue reaching 79.1 trillion won ($55.2 billion) against estimates of 78.1 trillion. This suggests pricing power may be returning to manufacturers as AI applications drive bandwidth demand.
Tariff tremors contained: Despite Trump's imposition of blanket 10% tariffs with threatened 25% duties specifically targeting South Korea, Samsung's forward guidance indicates minimal disruption to their supply chain adaptability - a textbook example of how well-managed tech firms can navigate trade headwinds.
Smartphone segment resilience: While not the market darling it once was, Samsung's position as the world's second-largest smartphone maker provides balance-sheet stabilization that pure-play chip manufacturers lack - precisely the kind of business diversification that helps weather cyclical downturns.
Market Pulse:
"When everyone fixates on headline risks, the steady performers quietly strengthen their market position," notes veteran tech analyst Sarah Chen. "Samsung's results suggest the semiconductor super-cycle remains intact."
Bull’s Take:
Smart money recognizes that short-term tariff concerns mask the longer-term reality: the AI revolution requires exponentially more memory, and Samsung (KRX: 005930) remains positioned at the center of this technological imperative. When fear creates discounts in quality names, historically, that's when patient investors find their edge.
Headlines
Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline (link)
New Meta app aims to make AI a social experience (link)
Oddity Tech soars 15% after it raises outlook despite tariff threat (link)
Super Micro shares dive after server maker issues weak preliminary financials (link)
UPS to Cut 20K Jobs As Volumes Drop (link)
Hims & Hers’ stock soars after teaming up with Wegovy maker (link)
CRYPTO
Fear & Greed
Headlines
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On the Socials
*Hat-tip to wallstmemes
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