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Tuesday, May 27

Noteworthy macro moves today: Gold -1.4%. Ethereum +3.1%. Noteworthy US mega-cap moves today: Meta Platforms Inc (META) +2.1%. Apple Inc (AAPL) +1.8%. Alphabet Inc (GOOG) +1.6%. 

Recent market movements are significantly influenced by the evolving trade policies of U.S. President Donald Trump, particularly regarding tariffs on European imports. The announcement to delay a proposed 50% tariff until July 9 has eased immediate tensions and contributed to positive sentiment in equity markets, with major indices showing gains as investors react favorably.

In Japan, yields on super-long government bonds fell sharply after reports indicated potential reductions in bond issuance from the Finance Ministry due to rising yield pressures and economic conditions affecting fiscal policy decisions moving forward. These developments highlight central banks' cautious approaches amidst fluctuating inflation rates globally while maintaining flexibility based on incoming economic data.

USD/JPY (USD/JPY) [+1.0%]
The Japanese Yen has weakened against the US Dollar today, trading down as it faces broad-based USD strength. This follows speculation regarding potential reductions in government debt issuance by Japan's Ministry of Finance. Additionally, Bank of Japan Governor Kazuo Ueda noted that while inflation is nearing target levels not seen in decades, uncertainties related to trade policy have led to downward revisions of economic forecasts. In related news, Japan's BoJ Core CPI year-over-year measurement came in at 2.4%, exceeding expectations of 2.3% and up from the previous figure of 2.2%. Meanwhile, USD/CHF has increased, reflecting broader market sentiment that may also influence the recent movement in USD/JPY, which has risen by 1.0% since Monday.

Ethereum (ETH/USD) [+3.0%]
Ethereum (ETH) has increased in value by 3.0% since Monday. The recent delay by U.S. President Donald Trump in imposing 50% tariffs on European Union goods until July 9 has alleviated immediate trade tensions, potentially enhancing market sentiment. Concurrently, discussions surrounding possible interest rate cuts by central banks amid economic uncertainties may bolster demand for digital assets like Ethereum. Social media conversations reflect optimism regarding ETH's price trajectory. A user noted that ETH is outperforming Bitcoin, suggesting the onset of an altseason led by Ethereum. Additionally, bullish sentiment is echoed in posts predicting a rally toward the $2838–$2996 range, with expectations for further upward movements following recent lows.

PDD | -19.3% | -103.4B
PDD Holdings Inc | Broadline Retail
PDD Holdings Inc. reported disappointing first-quarter financial results, revealing a 47% decline in net income to RMB 14.74 billion, down from RMB 28 billion a year earlier. Revenue for the quarter was RMB 95.67 billion, missing analysts' expectations of RMB 102.51 billion. Adjusted earnings per share were RMB 11.41, significantly below the forecast of RMB 19.44. The company attributed its performance to weak consumer sentiment affecting its domestic platform, Pinduoduo, and challenges faced by its international business, Temu, amid shifting global trade policies. In pre-market trading, shares dropped approximately 15%, reflecting the market's reaction to the earnings miss. Social media discussions highlighted that adjusted earnings per American depositary receipt were $1.56, missing estimates by $1.08, while revenue fell short by $1.17 billion, raising concerns about future growth prospects amid ongoing trade tensions.

NVDA | +2.5% | +81.4B
NVIDIA Corp | Semiconductors
NVIDIA Corp is experiencing a price increase, aligning with the broader market's upward movement. The company is preparing to launch a new, significantly cheaper AI chip for the Chinese market, priced between $6,500 and $8,000, as it seeks to regain market share impacted by U.S. export restrictions. This new graphics processing unit, based on the Blackwell architecture, is expected to begin mass production in June. CEO Jensen Huang has criticized the Biden-era export controls for their negative impact on NVIDIA's presence in China, where its market share has dropped from nearly 95% to 50%. Additionally, social media discussions highlight expectations for NVIDIA's upcoming Q1 earnings report, anticipated to beat estimates, although concerns linger regarding potential losses in the Chinese market and competitive pressures from rivals like AMD. The Invesco QQQ Trust Series I has also risen, driven by positive sentiment in the technology sector following recent developments in U.S.-EU trade relations.

DJT | +9.3% | +461.6M
Digital World Acquisition Corp
Digital World Acquisition Corp (DJT) has seen its stock price rise significantly during the pre-market session, reflecting a broader market response to recent developments involving Trump Media Group. Reports indicate that Trump Media Group plans to raise $3 billion for investments in cryptocurrencies, which has led to a notable increase in its shares. This initiative is expected to enhance the company's financial position and investment capabilities. However, the company has since refuted claims regarding the fundraising specifically for cryptocurrency acquisitions, generating considerable attention on social media platforms. Discussions among users have highlighted the potential for DJT to follow trends seen in other meme stocks, with mixed sentiment surrounding the company's new direction towards cryptocurrency.

SONY | +4.0% | +1.3B
Sony Group Corp | Consumer Electronics
Sony Group Corp. announced plans to distribute over 80% of Sony Financial Group shares to shareholders as dividends, a strategic pivot towards entertainment. This decision, made two hours ago, aims to enhance capital efficiency in light of Japan's recent tax reforms. A direct listing for the financial spin-off is scheduled for September 29, following Sony's full acquisition of the financial unit for $3.7 billion four years ago. The entertainment segment now accounts for over 60% of total sales. Despite anticipated tariff impacts on operating profit this fiscal year, the company has authorized a substantial share buyback and allocated significant funds for capital investments through March 2027. Additionally, the Games & Network Services segment reported record profits, with a notable increase in sales and operating income for FY'24, driven by strong third-party software sales and favorable foreign exchange effects.

XPEV | -3.2% | -1.2B
Xpeng Inc | Automobile Manufacturers
Xpeng Inc. reported record deliveries of 94,008 vehicles in Q1 2025, marking a significant year-over-year increase of 331%. This achievement positions the company ahead of emerging electric vehicle brands both domestically and internationally, with monthly deliveries surpassing 30,000 units. The earnings call highlighted a revenue surge of 141.5% to RMB 15.8 billion, with Q2 revenue anticipated between RMB 17.5 billion and RMB 18.7 billion, reflecting projected year-over-year growth of 116% to 131%. Meanwhile, BYD Co Ltd experienced a notable decline of nearly 10%, which may influence market sentiment within the electric vehicle sector and correlate with Xpeng's own price drop of 3.2%.

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