🫧 Stock market’s vibing. Here’s the tea ☕️

May 18, 2025 | Read Online

Hey there, Tech Fizz here. The stock market is heating up again. Let's find out why.

What we've got in this edition:

Recession, or no recession? See revised predictions for a recession this year.
IPO Success. Find out which company recently went public and if investing is a good idea.
AI Edge. A Chinese tech company slashed its AI training costs by 88%. So what?

🚨 Market News

Week of May 12, 2025

▲ S&P 500	5,958.38	+2.66%
▲ Nasdaq	19,211.10	+3.58%
▲ DOW	42,654.74	+0.96%
▲ Bitcoin	$103,253.40	+0.42%
▼ Ethereum	$2,486.25	-0.51%

*Stock data as of market close on May 16, 2025. Cryptocurrency data as of 2:30pm PT on May 17.

Market Highlights

The S&P 500 had its second-best week of the year, with stocks on the uptrend outnumbering fallers by 391.

Bitcoin stayed above $100k this week and is hitting resistance at $105k. Following up on last week, here's proof that Steak n' Shake really is accepting Bitcoin as payment:

Market sentiment keeps shifting deeper into GREED territory. Risk-on trading is back.

Earnings Season

Company	EPS	Revenue	Insight
Rigetti Computing	📉 Miss	📉 Miss	Weak revenue and earnings per share. Being outperformed by competitors like D-Wave Quantum.
Cisco	📈 Beat	📈 Beat	Strong revenue and profitability. Taking advantage of AI demand.
CoreWeave	📉 Miss	📈 Beat	Extremely strong revenue growth, but big portion of revenue is concentrated among a few clients.

See full earnings calendar here.

Economic Reports

📉 US and Chinese tariffs plummeted from 145% to 30% and 125% to 10% respectively.
Market Impact: ↗️ Bullish

🔮 Because of the improved US/China trade deal, JPMorgan lowered its odds of a recession from 60% to 50%, while Goldman Sachs cut its recession forecast from 45% to 35%.
Market Impact: ↗️ Bullish

*Regular people are also betting their money on a recession being less likely this year.*

🛍️ Consumer prices rose 0.2% for the month of April, bringing the rate of inflation to its lowest since Feb. 2021.
Market Impact: ↗️ Bullish

🚀 Alpha Picks

eToro ($ETOR)

Profile: Investment and social trading platform. IPO'd on May 14, 2025. Market cap of $5.19B. Last closed at $61.70/share.

Financials: Revenue increased from $639 million in 2023 to $931 million in 2024. The IPO ended up 10X oversubscribed and shares soared 29.85% on opening day.

Risk/Opportunity: The online trading space is highly competitive (think Robinhood and Coinbase), but the company offers a unique "CopyTrading" feature that allows users to replicate the trades of successful investors.

The Verdict: Great opportunity to get in early, but remember to do your own research.

CoreWeave ($CRWV)

Profile: AI cloud-computing company. IPO'd on March 28, 2025. Market cap of $37.27B. Last closed at $77.90/share.

Financials: Stock is up 95% since IPO. Revenue is up 420% YoY.

Risk/Opportunity: Company is generating a lot of revenue but it's concentrated among just a few clients.

The Verdict: Risk is manageable. This is your chance to ride the uptrend.

⛰️ Tech Terrain

🚀 High Impact | Alibaba Slashes AI Training Costs by 88%

Background: Researchers at the company say they’ve built ‘ZeroSearch’, a new technique that trains AI systems to search for information without linking up with external search engines.

Investor Impact: Bullish for Alibaba and its strategic partners (Intel, Nvidia, Softbank). Creates competitive pressure for OpenAI, Anthropic, Gemini (and by proxy, Microsoft, Amazon, and Google, respectively).

📈 Moderate Impact | Airbnb Expands into Services and Experiences

Background: Airbnb has introduced a new feature that allows travelers to book services and experiences.

Investor Impact: Bullish for Airbnb as new feature is expected to bring in more revenue. Bearish for competitors like Groupon who connect subscribers with local merchants.

👀 Watchlist | US Air Force Taps Rocket Lab for Launch and Return-to-Earth Mission

Background: The flight will test Rocket Lab Neutron's reentry capabilities and the rocket's viability for global point-to-point cargo transportation objectives.

Investor Impact: Bullish for Rocket Lab if it can demonstrate a successful flight test (sometime in 2026). Will be difficult to compete with SpaceX's Falcon 9 on cost.

🎬 Startup Scene

Geoship

Have you also noticed that most new houses and apartment buildings look the same? It's kinda depressing.

Geoship is trying to change that.

This startup is reshaping the future of housing by using sustainable materials, mirroring nature's patterns through geodesic design, and speeding up construction time by 10x.

Highlights:

✅ Revolutionary Tech: Built the world’s first ceramic geodesic home, material science breakthrough.

✅ Product-Market Fit: $300M+ sales pipeline - over 1,800+ domes reserved with deposits.

✅ Enormous Market: Reshaping a $2.5T US housing market with deep impact across many categories.

🗣️ Social Signals

*Source: @KLobstar on Twitter, desperate times call for desperate measures...*

💡 Top Google Searches (May 12 - May 16):

Trend	Search Volume	Insight
"coinbase stock"	⬆️ 200%	Coinbase was added to the S&P 500 and stock went up. Major milestone for crypto.
"coreweave stock"	⬆️ 200%	CoreWeave reported revenue increase of 420% YoY.
"moody downgrades US credit rating"	⬆️ 400%	US Government is paying $1.1T in debt interest, higher than defense spending.

🧠 Twitter Social Sentiment Scorecard (May 12 - May 16):

Trend	Mood	Insight
Robinhood	📈 Bullish	Robinhood acquired Canada’s largest crypto trading platform WonderFi.
Walmart	📉 Bearish	Walmart CFO said stores are raising prices due to tariffs.
Sats	📈 Bullish	People are sharing receipts of using Bitcoin to buy a burger at Steak n' Shake (1sat=1satoshi, 1bit=100satoshis,1bitcoin=1M bits).