Thomas Lee

Most investors don’t need more market news — they need better filtering. I curate the most interesting stories on markets, stocks & ETFs every weekday. No hot takes. No noise. Just what’s worth paying attention to — in a 3-minute read. investorsnippets.com

A top executive at Supermicro was arrested over an alleged scheme to secretly ship billions of dollars’ worth of AI servers—containing Nvidia chips—to China in violation of US export laws. $SMCI is falling nearly 30% at the open.

Uber is investing up to $1.25 billion in Rivian to roll out thousands of autonomous R2 SUVs as robotaxis starting in 2028. $UBER $RIVN

Like the BoC, the Fed also held rates steady as it navigates stubborn inflation, mixed economic signals, and uncertainty from the Iran conflict. Powell said it’s still too early to tell the full impact of the war, but rising oil prices are already adding pressure to inflation.

The Bank of Canada held interest rates steady at 2.25% as expected, but flagged growing uncertainty from the Iran conflict and shifting global trade dynamics.

Nvidia said Uber plans to roll out Nvidia-powered self-driving taxis in 2027. $NVDA

Meta has signed a $27B AI infrastructure deal with cloud provider Nebius. The company late last year also secured a $17B deal with Microsoft.

The S&P 500, Nasdaq, and Dow futures just opened in the green 📈 📈

The S&P 500 fell about another 0.6% on Friday, making it the third straight weekly loss, while crude climbed back near $100 a barrel.

Three of the Magnificent Seven stocks $MFST $TSLA and $AMZN are now deep in correction territory YTD.

Nasdaq is partnering with Kraken to build a platform that will allow investors to trade tokenized versions of stocks and ETFs via blockchain. It is expected to launch around 2027, and if approved by the SEC, it could expand access to US stocks for international investors.

Oil prices crashed back down to around $88 from their near $120 high today after Trump claimed the Iran war will end soon and the US may tap into its strategic reserves. But Polymarket still shows a 67% odd of oil prices above $100 by the end of the month.

Anthropic has sued the Trump administration after the Department of Defense labeled the company a “supply chain risk”, causing contracts to be cancelled that cost millions of dollars and damaging its reputation.

Hims & Hers Health $HIMS jumped about 40% after Novo Nordisk announced a new partnership to distribute its weight-loss drugs, including Ozempic and Wegovy, through the Hims platform.

Oil prices briefly jumped past $100 earlier as several Middle East countries cut production amid the ongoing conflict in the region. It has now cooled back below $100 after G7 countries, including the US, are discussing possibly releasing oil from their strategic reserves.

Oracle is planning to cut thousands of jobs as it ramps up massive spending on AI data centers.

Greg Abel is putting his money where his mouth is as he prepares to take over from Warren Buffett at Berkshire Hathaway — pledging to use all of his take-home pay to keep buying company stock and already snapping up about $15 million worth of $BRK.

Gold prices fell nearly 4% on Tuesday as the US dollar surged to a three-month high. Other precious metals like silver, platinum, and palladium also saw sharp losses alongside falling global stock markets.

Oil prices continued to surge on Monday, with Brent crude futures above $82 and US WTI crude futures above $72 at one point.

Airline and travel stocks dropped after Middle East airspace closures led to thousands of flight cancellations.

The S&P 500, Nasdaq, and Dow futures just opened in the red as the Iran conflict escalated over the weekend.