🧪Tariffs Dropped. Apple Ripped. What’s Next?

Good Morning!

Markets might be playing it cool, but inside TradingLab, we’re on fire. From Sherlock’s +229% crypto rocket to Mr M’s 57% stock sniper, our analysts are feeding the squad straight wins while the rest of the market scratches its head.

Outside, headlines are buzzing. Apple’s flying, tariffs are tumbling, and inflation’s chilling out, but inside the Lab, we’re already onto the next move.

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🌡 TradingLab’s Headline Roundup

Stock Markets

• S&P 500 Turns Positive for the Year as Trump Praises “Total Reset” in US-China Trade

• Honda Postpones $11 Billion Canada EV Project on Weak Sales

• Inflation in April Cools to a Four-Year Low of 2.3%. Are Interest Rate Cuts Coming?

• Renault Expects $2.44 Billion Hit From Nissan’s Turnaround

• Apple Stock Soars 6.1% on 90-Day Tariff Rollback. Is the Outlook Finally Bright?

• eToro IPO raises $620M after pricing shares above range at $52

Crypto

• Ethereum Shoots Above $2,700, Flexing 50% Gain in Just a Week. What’s Happening?

• Bitcoin Chases $106,000 as Traders Cheer 90-Day US-China Trade Agreement

• Tether buys $459M Bitcoin for Twenty One Capital

• Solana Isn’t Just a Crypto, It’s Now a Trending Baby Name in 2025

• Ex-Cred Executives Plead Guilty to $150M Crypto Fraud Scheme

Forex/Commodities

• US Dollar Pares Back Gains as Forex Market Reshuffles After US-China Deal

• Dollar Rises Against Yen to Hit One-Month High of 148.60. What’s Behind Pop?

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📅 MON.
Monday.com (MNDY), Rigetti Computing (RGTI), Archer Aviation (ACHR), NuScale Power (SMR)

📅 TUES.
JD.com (JD), Sea Limited (SE), Honda Motor Co. (HMC), Nu Holdings (NU), Exelixis (EXEL)

📅 WED.
Cisco Systems (CSCO), Sony Group (SONY), Tencent Holdings (TCEHY), Jack in the Box (JACK)

📅 THURS.
Walmart (WMT), Alibaba Group (BABA), John Deere (DE), Applied Materials (AMAT)

📅 FRI.
Regal Rexnord (RBC), RLX Technology (RLX), Flowers Foods (FLO), Mastech Digital (MHH)

📈 What’s Moving Markets Today?

🔥 Futures Flatline: Market Catches Its Breath

Ah, the sweet scent of market indecision. U.S. stock futures are doing their best impression of a deer in headlights, barely moving an inch. The Dow futures are up a whopping 0.1%, while the S&P 500 and Nasdaq futures are essentially flat. Traders are still digesting the first month of President Trump's latest term, with a side of tariff talk and geopolitical jitters.

📌 Key Points:

• Dow Futures: Up 0.1%

• S&P 500 Futures: Flat

• Nasdaq Futures: Flat

🛍️ Tariff Truce: Relief for E-Commerce Giants

In a surprising turn, the U.S. has significantly reduced tariffs on low-value packages from China. The "de minimis" tariff on shipments under $800 has been slashed from 120% to 54% for USPS deliveries and to 30% for commercial carriers like FedEx and UPS. This move follows a 90-day easing of mutual tariffs between the U.S. and China, aiming to de-escalate trade tensions.

📌 Implications:

• E-Commerce Relief: Platforms like Shein and Temu, which heavily rely on direct-to-consumer shipping, stand to benefit from the reduced tariffs.

• Consumer Impact: U.S. shoppers may see lower prices and faster shipping times for goods from Chinese retailers.

• Temporary Measure: The 90-day truce provides a window for longer-term negotiations, but uncertainties remain.

💻 Cisco's Earnings on Deck

All eyes are on Cisco Systems as it prepares to release its quarterly earnings after the market closes. Analysts are keen to see how the tech giant is navigating the current tariff landscape and what its outlook suggests for the broader tech sector.

📌 What to Watch:

• Revenue Streams: Insights into Cisco's performance in cloud networking and enterprise tech demand.

• Tariff Impact: Potential effects of U.S. duties on Cisco's margins and supply chain.

• AI Investments: Updates on Cisco's initiatives in artificial intelligence and how they're influencing growth.

🎮 Sony's Profit Surge Amid Tariff Challenges

Sony has reported a record annual profit of 1.14 trillion yen ($7.8 billion) for the fiscal year ending in March 2025, marking an 18% increase from the previous year. This growth is attributed to strong performances in its music, movies, and gaming sectors.

📌 Highlights:

• Entertainment Success: Blockbusters like "Venom: The Last Dance" and "Bad Boys: Ride or Die" have bolstered Sony's film segment.

• Gaming Growth: The PlayStation 5 continues to perform well, with strategic considerations to mitigate tariff impacts, including potential U.S. production.

• Tariff Strategies: Sony is evaluating measures to offset the $680 million impact of U.S. tariffs, such as price adjustments and supply chain shifts

🛢️ Oil Prices Dip on Inventory Surge

Oil prices have edged lower, retreating from recent two-week highs, after a significant increase in U.S. crude inventories raised concerns about demand. Brent futures slipped 0.1% to $66.57 a barrel, while U.S. West Texas Intermediate crude futures fell 0.1% to $63.62 a barrel.

📌 Market Factors:

• Inventory Data: U.S. crude stocks rose by 4.3 million barrels in the week ended May 9, according to the American Petroleum Institute.

• Trade Truce Influence: The recent U.S.-China agreement to pause their trade war has provided some support to oil prices, but demand concerns persist.

📊 The Takeaway: Cautious Optimism Amid Uncertainty

As we navigate through the week, markets are balancing between cautious optimism and lingering uncertainties. The recent tariff reductions offer temporary relief, but the 90-day window for negotiations keeps investors on edge. Corporate earnings, particularly from tech giants like Cisco, will be closely watched for indicators of how companies are adapting to the evolving trade landscape.

Stay tuned for more updates as the situation develops.

Stay ahead, stay informed, and most importantly, stay profitable.

‘til next time,

TradingLab