Happy Wednesday! All eyes are on Nvidia as the tech titan prepares to release its Q1 report later today. With sky-high expectations and new macro risks looming, today’s report is another big one. Read on to see why today’s results matter more than ever.

Also, the markets are bracing for a potential inflation shock sparked by tariffs, one that could rattle prices in the short term, but may not follow the usual patterns investors expect. What does this mean for the broader economy and policy decisions ahead? Dive in to uncover the full story.

Plus, if you’re looking for a next-gen media company harnessing AI to engage Millennials and Gen Z, check out today’s sponsor.

In Today's Edition

• TNL MEDIAGENE RECEIVES BUY RATING

• MARKET RECAP

• FIVE ZINGERS

• THE FUTURE OF GLUCOSE MONITORING

• MARKET HISTORY

• ONE FOR THE ROAD

NVIDIA Q1 Earnings Preview: Analyst Cautions On Macro Uncertainty, China Restrictions — 'Stay Long The Stock'

The day has finally come. All eyes are on Nvidia, which is set to release its highly anticipated Q1 earnings report after the market closes today. 

Anticipation is sky-high as Wall Street holds its collective breath. A strong report can propel markets higher, while a miss — or even a hint of slowing momentum — could take the market down with it.

Analysts are expecting record-breaking revenue of $43.5 billion — nearly doubling last year’s Q1 revenue. The semiconductor giant has been the poster child of the AI boom, delivering blowout results over the past 10 consecutive quarters and looks to make it 11 later today.

But this time, it’s not just about the numbers. With rising geopolitical tensions, U.S. export restrictions and intensifying competition from rivals like AMD, the real focus will be Nvidia’s guidance and the impact everything will have on the company going forward.

For the full earnings breakdown, click here.

TNL Mediagene (NASDAQ: TNMG), the next-gen media company focused on Millennial and Gen Z consumers, is getting noticed by Wall Street with Benchmark Equity Research initiating coverage with a speculative buy rating and a $3.50 price target. That price target could prove to be conservative, note the analysts.

Benchmark analysts were drawn to TNL Mediagene because of its technology-first and data-driven approach to providing advertising customers with an effective way to reach its audience of about 45 million monthly unique visitors.

The company leverages its AI-powered data to create compelling online publications, giving its client base of more than 850 regional and global advertisers unprecedented insight. To learn more about TNL Mediagene and why Benchmark is smitten, click here. 

This is a paid ad. Please see 17b disclosure here for more information.

Yesterday: U.S. indexes soared higher Tuesday, with the Dow and S&P 500 snapping four-day losing streaks as easing trade tensions boosted investor sentiment. Stocks were boosted as the White House announced a delay in which the proposed 50% tariffs on European Union imports — originally set for June 1 — will be postponed to July 9 to allow more time for negotiations. Economic data was better than expected as durable goods orders fell 6.3% in April — less than expected — with core orders rising 0.2%. Consumer confidence also rebounded, with the Conference Board’s index rising to 98.0 in May, ending a five-month decline. Treasury yields moved lower, with the 10-year yield closing around 4.45%, as markets remained focused on trade policy and signs of economic resilience.

On Our Radar: Analysts will be paying attention to the Fed (FOMC) minutes, which will be released later today. The insights come from the Fed’s meeting from earlier this month (May 6-7), with investors looking for clues after the Fed left rates unchanged. On the earnings front, Nvidia (NVDA) and Salesforce (CRM) will headline a slate of companies that will report after the bell today.

Cloud Mates: After walking away from the deal last year, Salesforce is back, this time acquiring Informatica for $8 billion to turbocharge its AI and Data Cloud strategy. With a second chance, read on to see how this deal could redefine the cloud software race.

Chip Pivot: Nvidia is set to dazzle Wall Street with its upcoming Q1 report, however, AMD’s bold move could quietly redefine the AI infrastructure game. As the AI market continues to evolve and shift, investors shouldn’t be asking who’s leading, but who’s better positioned for what comes next.

Golden Dome: President Trump's $175 billion "Golden Dome" missile-defense shield is a big boost to the Aerospace and Defense industry. Discover the three companies positioned to benefit the most as America rolls out its biggest military investment since the Cold War.

Fresh Powder: Vail Resorts is riding high after Rob Katz reclaimed the role of CEO following Kirsten Lynch stepping down. Shares popped after hours as investors welcomed the news of a leadership change. With 2025 guidance reaffirmed and season pass sales holding steady, read on to see why this move could lead to a powder day for investors.

Profit Plunge: PDD Holdings, which owns e-commerce giant Temu, saw its shares tank after missing estimates, with profits plunging by 36%. Discover what went wrong for the company and whether the nosedive presents a buying opportunity.

Don’t miss this exclusive opportunity to explore a potentially groundbreaking innovation that could reshape how diabetes is managed. Join us for an inside look at Glucotrack (NASDAQ: GCTK), a cutting-edge medical technology company pushing the boundaries of continuous glucose monitoring (CGM).

🔍 What You’ll Learn:

• How CBGM technology works — and how it could transform life for people with diabetes

• The critical role of real-time, continuous blood glucose tracking

• Why the current CGM landscape needs a bold new solution

• Highlights from Glucotrack’s first-in-human clinical trial

• What’s next: details on the newly announced long-term clinical study

When: Thursday, 5/29 at 11:00 a.m. EST

Join leading experts and company insiders to get a first-hand look at a technology that could change the game for millions living with diabetes. Register now!

This is a paid ad. Please see 17b disclosure here for more information.

On This Day In 2009…

Time Warner officially spun off AOL, bringing an end to one of the most infamous corporate mergers in U.S. history. When AOL merged with Time Warner in 2001, its market capitalization was $192 billion, fueled by the dot-com bubble. By 2009, Time Warner spun off AOL, which was valued at just $3.3 billion, a staggering 97% drop from its peak. Once hailed as a groundbreaking union of old and new media, the deal quickly unraveled and is now widely regarded as one of the worst mergers in U.S. history.

QUOTE OF THE DAY

“The intelligent investor is a realist who sells to optimists and buys from pessimists.”

— Benjamin Graham

Trump's Tariffs May Trigger An Inflation Shock — But Not A Lasting One, Goldman Sachs Says

Markets could be in for a surprising inflation shock due to trade tariffs, but this may not be the inflation story investors are bracing for.

According to Goldman Sachs, while prices are set to rise noticeably in the near term, this surge should be a temporary ripple rather than a lasting wave. Unlike past inflation spikes driven by overheated demand or tight labor markets, this one appears to have a different cause and could lead to a different outcome.

Still, there are reasons to be cautious. If tariffs escalate or key trade negotiations falter, supply chains could tighten, turning a short-term jolt into a more persistent economic challenge.

With key economic indicators sending mixed signals, the path forward is anything but clear at the moment. Will the brief disruption turn into something more, and how will policymakers respond as these changes unfold? Read on to find out.

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