Happy Tuesday Zingernation! When I was a kid, the results of my four square or kickball game at recess would make or break my day. Overtime those games have been replaced by a round of golf with my buddies and the weekly tennis league I’m in (went 3-1 last night, NBD).

One unexpecting company is capitalizing on our appetite for silly little games, and it’s an organization that I’ve always thought about as buttoned up and very serious: The New York Times. NYT famously bought Wordle, but now is getting billions of plays on a newer game called Connections. People may not read long-form articles anymore, but at least we still have the attention span to complete a quick game. And hopefully, read this newsletter 🙂.

Also, still looking for ways to invest in the AI boom? Check out the company that’s helping businesses scale AI solutions.

And, crypto is so back. Billions of dollars are flowing into the new Bitcoin ETFs, driving prices to near all-time highs. Join thousands of engaged readers of Future Finance - our FREE digital assets newsletter.

MARKET SNAPSHOT

Yesterday: Google hit new all-time highs yesterday, helping drive the Nasdaq Composite to a slightly green close. Oil also continued its strong rally, with the $XLE closing up more than 1%.

On Our Radar: All eyes on TLT. Higher yields on the 10 year are hurting markets this morning, as well as mad news in the medical space for health insurers.

TOP STORY

Tesla Stock Dives As Q1 Deliveries Disappoint — But EV Giant Reclaims Top Spot From Chinese Rival

Basically: Electric car giant Tesla, Inc reported a dip in first-quarter deliveries, just as many feared, sending its stock lower in premarket trading.

Tesla’s Q1 Numbers: Tesla delivered 386,810 vehicles in the first quarter, down from 422,875 a year earlier. Production figures were also lower, at 433,371 compared to 440,808 units in the year-ago period. This marks Tesla’s first year-over-year decline in deliveries since pandemic-hit 2020.

Tesla Misses Analyst Estimates: The company fell short of analyst expectations. The company-compiled median consensus estimate shared by Future Fund’s Gary Black was 431,000 units. Independent Tesla observer Troy Teslike on X, formerly, Twitter, estimated first-quarter production and sales of 409,000 units and 429,954 units, respectively.

Quoted: “Decline in volumes was partially due to the early phase of the production ramp of the updated Model 3 at our Fremont factory and factory shutdowns resulting from shipping diversions caused by the Red Sea conflict and an arson attack at Gigafactory Berlin,” the company said.

Learn More: Check out the full Tesla breakdown here.

PRESENTED BY AMESITE

Amesite Inc. (NASDAQ: AMST) Is Helping Transform The Booming Digital Education Market In North America With Its Innovative AI Technology

The global impact of COVID-19 has catalyzed a major transformation in the education sector, shifting towards digital learning models from primary to tertiary levels. Despite challenges in providing adequate resources for this transition, the digital education sector is poised for exponential growth. The global digital education market is projected to surge at a CAGR of 25.8%, reaching $97.5 billion by 2030. North America leads this growth due to its advanced technological infrastructure. 

Digital education platforms offer flexibility and accessibility through multimedia resources and virtual classrooms, catering to individuals balancing work and education demands. The emphasis on skill development in response to technological changes further drives the market's expansion, with companies like Amesite Inc. pioneering AI-driven education solutions. Amesite's innovative platform, with a focus on personalized learning experiences and high retention rates, is revolutionizing the e-learning landscape, setting the stage for a dynamic future in digital education.

Learn More About Amesite

FIVE ZINGERS

Bit By Bit: Bitcoin sold off hard, shedding more than 7% in the last 24 hours. But here’s why one analyst is still bullish ahead of the coin’s halving.

Better Late Than Never: So far, Apple hasn’t been one of the major tech companies discussed as a huge AI play. That might change soon.

Battling A Cold: Healthcare stocks are feeling a little chilly this morning after the government announced a new Medicare policy.

When Life Gives You Lulu: A director at Lululemon is making the most out of a recent dip on the stock, purchasing stock for the first time since 2021.

On The Flipside: But, unlike Lulu, some insiders are taking high stock prices as an opportunity to sell. Here are a few names with recent insider sells.

ONE FOR THE ROAD

Disney's Proxy Battle Enters Critical Phase, Gains Ground Against Trian as Major Investors Back CEO Iger

In Short: Walt Disney Company has gained traction in a proxy battle against Trian Partners as major investors back the entertainment giant.

So: BlackRock, Disney’s second-largest shareholder, with approximately 78 million shares, supports Disney in the battle for board seats. T. Rowe Price, holding around 9.3 million Disney shares, also pledges its support.

Then: The support from major investors like BlackRock and T. Rowe Price is seen as a significant win for Disney CEO Bob Iger amidst efforts to resist Trian’s push for board representation amid a crucial turnaround phase.

Basically: Despite Disney’s current lead in the proxy battle, the outcome remains uncertain as shareholders continue to cast votes ahead of the annual meeting on Wednesday, the Wall Street Journal reported.

In Short: Trian Partners, led by Nelson Peltz, seeks board seats for Peltz and former Disney CFO Jay Rasulo, claiming Disney’s board needs restructuring for better shareholder returns and succession planning.

What Next: Read the full breakdown here.

PRESENTED BY AMESITE

Amesite Inc. (NASDAQ: AMST) Is Helping Transform The Booming Digital Education Market In North America With Its Innovative AI Technology

The global impact of COVID-19 has catalyzed a major transformation in the education sector, shifting towards digital learning models from primary to tertiary levels. Despite challenges in providing adequate resources for this transition, the digital education sector is poised for exponential growth. The global digital education market is projected to surge at a CAGR of 25.8%, reaching $97.5 billion by 2030. North America leads this growth due to its advanced technological infrastructure. 

Digital education platforms offer flexibility and accessibility through multimedia resources and virtual classrooms, catering to individuals balancing work and education demands. The emphasis on skill development in response to technological changes further drives the market's expansion, with companies like Amesite Inc. pioneering AI-driven education solutions. Amesite's innovative platform, with a focus on personalized learning experiences and high retention rates, is revolutionizing the e-learning landscape, setting the stage for a dynamic future in digital education.

Learn More About Amesite