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Happy Monday, Zingernation! Usually bullish news for a company entails strong earnings or an acquisition aimed at increasing growth. But you know what else can help? When the founder of the company is buddy-buddy with the likely Vice President of the United States.

–Aaron Bry & Nic Chahine

Today’s Price Action:

$SPY: +.28%
$QQQ: +.27%
$DIA: +.51%

Plus, check out the company taking over the growing influencer marketing industry and buying back shares while doing so.

TODAY’S MOST VOLATILE STOCKS

TODAY’S TOP STORY

Google's 'Poker Move' With Wiz Could Be The Kickoff For Big Tech M&A In 2025: Analyst

What Happened: Google is reportedly near a historic $23-billion acquisition of cloud security startup Wiz Inc, the move is being touted as a strategic “poker move” that could set the stage for a seismic shift in the Big Tech M&A landscape.

So: Analysts are abuzz with insights on how this potential deal will reshape the industry and what it means for future mergers and acquisitions.

Basically: Wedbush Securities analyst Daniel Ives describes Alphabet’s potential $23-billion acquisition of cybersecurity giant Wiz as a strategic “poker move.” This would be the company’s largest M&A deal, building on its 2022 Mandiant acquisition. Here are the other tech companies that could be eying acquisitions next.

PRESENTED BY IZEA WORLDWIDE

IZEA Is Making Moves With Share Buyback, Acquisition And 40% Managed Services Growth

IZEA Worldwide is making strategic moves to enhance its market position and shareholder value. The company has announced a $5 million share repurchase program and the acquisition of 26 Talent by its subsidiary, Hoozu, to expand its reach in the APAC region. Additionally, IZEA reported a 40% year-over-year growth in Managed Services contract bookings, reaching $10.3 million in Q2 2024. These initiatives highlight IZEA’s commitment to growth and innovation in the influencer marketing industry. Explore IZEA’s transformative journey and services by visiting its website.

FIVE MOVERS

DJT shares soared today following the failed assassination attempt, but shares fell sharply in the post-market trading session.

Rumble’s stock joined the ‘Trump Bump’ gaining nearly 20% as a number of Trump-related stocks shot higher today.

Robinhood’s stock moved higher today as investors appear optimistic about the possibility of interest rate cuts following last week’s inflation data.

Upstart shares continued to move higher today, now up nearly 20% in the last week on news of a credit union partnership and potential rate cuts.

Bitcoin miners, like Hut 8, moved higher in Monday’s session after Bitcoin rallied above $64,000 for the first time in weeks.

ONE TRADE IDEA FOR TOMORROW

Netflix Shares Undervalued With 'Leading Global Subscriber Base': Analyst Highlights 'Significant Advertising Ramp' In 2025

Briefly: Netflix is well suited for subscriber growth in the second quarter and future, an analyst says ahead of the streaming giant's second-quarter earnings.

The Netflix Analyst: Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating on Netflix. She also raised the price target from $700 to $740.

The Analyst Takeaways: Netflix reported 9.33 million net subscriber adds in the first quarter. Ehrlich now expects 4.6 million net subscriber adds for the second quarter.

So: Ehrlich forecasts $9.49 billion in revenue for Netflix in the second quarter and sees several long-term growth drivers in place at the Los Gatos, California-based company. Here’s why Ehrlich is bullish on the streaming giant ahead of its earnings report later in the week.

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