📅 Earnings Calendar: May 5–9, 2025
Monday, May 5
BMO:
(none)
AMC:
F, PLTR, VRTX, HIMS
Tuesday, May 6
BMO:
LMND, CELH, DDOG, CEG
AMC:
AMD, ANET, LCID
Wednesday, May 7
BMO:
CVX, XOM, UBER, NVO, DIS, KDP
AMC:
AMZN, AAPL, SQ, MKL, RIOT, MSTR, TWLO, BRK.B, IONQ, APP, ARM, COHR, CVNA, BROS
Thursday, May 8
BMO:
SHOP, PTON, CROX, QBTS, PLNT, COP, ASPN, YETI
AMC:
PINS, TTD, RKLB, LYFT, DKNG, AFRM, COIN, TOST.
The Week That Was:
AI capex. Tariff tension. Buffett’s mic drop.
S&P 500 notched nine straight green days — best run since 2004.
Here’s what actually mattered 👇
▶️ Monday:
Markets opened strong, but tech lagged.
Nvidia dipped after Huawei was rumored to be ramping up AI chip production.
IBM surged on a $150B U.S. semiconductor investment plan — a major domestic tailwind.
🌐 Tuesday:
Tech bounced back.
SoFi beat earnings and raised guidance.
HIMS jumped +23% on GLP-1 (weight-loss drug) expansion plans.
Amazon faced heat over its tariff tracker — Trump reportedly called Bezos.
Trade deficit hit a record -$ 161.99 B.
📉 Wednesday:
Q1 GDP turned negative — first contraction since 2023.
Trump blamed Biden.
The market opened red but reversed green as Meta and Microsoft crushed earnings.
Capex in AI/cloud surged.
PCE inflation flat at 2.3%, but a prior revision higher clouded the outlook.
🚀 Thursday:
Tech ripped again on Microsoft + Meta’s AI arms race.
Apple and Amazon gave weak forward guidance, which investors did not want.
Tesla board drama made noise (Musk ouster rumor) but was quickly denied.
📈 Friday:
S&P 500 extended to a 9-day win streak — longest in 20 years.
Q1 earnings were solid across the board.
U.S. & China quietly cut tariffs by 25% — signaled talks may resume.
Consumer resilience stayed intact.
🧓 Saturday:
Buffett announced he’s stepping down by year-end.
Named Greg Abel as successor.
Warned: “Trade shouldn’t be weaponized.”
$BRK.A hit a record $1.7T valuation.
Cash pile? $347.7B. Legendary.
Bottom Line:
The market has had a decent run from the April 7th lows, +17.6% for the S&P 500 to be exact.
A little digestion would do wonders here, but you have to be able to take what the market gives you.
This video, holding market ETFs as core holdings, came in very handy last month
Book a call, Calendly.
ZorTrades_Alpha actionable trade ideas.
On X ZorTrades
YouTube (tons of educational videos, many detailing my favorite scans).
Disclaimer:
The information provided in this blog post is for informational and educational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. All opinions expressed are those of the author and are subject to change without notice. Past performance is not indicative of future results. Please consult a licensed financial advisor before making any investment decisions.
