Finance
Wrapping up a surprisingly solid earnings season
June 4, 2025
Guess who’s clocked back in? Elon Musk is back at Tesla HQ and reportedly ghosting the government’s DOGE initiative (no, not the crypto). Broadcasting straight from SpaceX, he confirmed he’s “physically present, dialed in, especially around launches,” and is once again “pulling all-nighters on factory floors and crashing under server racks.” Tesla fans cheered, seeing his return as a bullish sign. Still, Wall Street’s Tesla pricing? Less logic, more vibes.
If yesterday felt like déjà vu, that’s because the volatility rollercoaster hasn’t let up. This time, though, it wasn’t the White House playing market DJ — it was the courts.
Markets kicked off strong Thursday after a federal court blocked a big slice of Trump’s latest tariff surge. But before the day was out, an appeals court reversed that decision. Stocks still closed up, just not by much: S&P 500 +0.4%, Nasdaq 100 +0.2%, and the Russell 2000 +0.3%.
Nvidia's earnings last week unofficially closed out a nearly two-month-long blitz of quarterly updates — and overall, the numbers came in better than most dared hope.
Initially, analysts braced for tariff-related turbulence. April’s trade announcements from the White House came too late to affect Q1 profits directly, but expectations were grim nonetheless. And while mentions of “tariffs,” “recession,” and “uncertainty” dominated earnings calls, there was one surprising constant: the lack of impact on the actual results.
In fact, earnings per share across the S&P 500 jumped 12.7% year-over-year — nearly twice what Wall Street had forecasted. Despite some early jitters in forward guidance, overall expectations for earnings remain just about where they were pre-reporting season.
One area that didn’t slow down? AI. Despite recent drama in the AI sector (hello, DeepSeek), more companies than ever referenced artificial intelligence in their earnings calls. Meta insisted the metaverse is just AI in disguise, Walmart touted AI-powered search and cashier-less exits at Sam’s Club, and even Costco is getting in on the AI action.
Nvidia’s own outlook was particularly sunny, which sent shockwaves of optimism through the broader AI supply chain.
Q1 ended stronger than predicted — but the real test is yet to come. With tariff policies still swinging like a pendulum, Q2 will reveal how companies are adapting. Already, many execs are skipping forward guidance altogether or opting for vague talk about a “dynamic operating environment.” Fortunately, we don’t have to wait long: Q2 earnings start landing in just over a month.
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When faced with a deadly infection boasting a 70% fatality rate and no existing cure, Bradley Burnam did what most wouldn’t dare—he created the solution himself. Enter Hexagen: a groundbreaking formula that Burnam personally shepherded through the FDA clearance process for just $24,000. But he didn’t stop there. Building on this success, Burnam expanded the technology, secured two additional FDA clearances, and founded a company that’s rewriting the rules on self-made medical innovation: Turn Therapeutics.
Hexagen isn’t just breaking barriers; it’s healing them. Cleared for acute wound care and atopic dermatitis, this powerhouse formula is now on the brink of a bigger leap. Turn, the company behind Hexagen, is paving the way to expand its applications, proving there’s much more to its potential than meets the eye.
Turn just locked in a game-changing commitment—up to $75M in investment from GEM Global Yield Fund. This private equity boost is tied to the company’s plans to go public, setting the stage for Turn to make bold moves in the market spotlight..2
Turn is rolling out institutional, accredited, and unaccredited investors to participate in their current crowdfunding campaign — but only until January 2025.3
Cruise control at the box office: Memorial Day weekend saw record-breaking ticket sales thanks to a Disney-meets-espionage double bill — a live-action “Lilo & Stitch” and the eighth “Mission: Impossible.” Tom Cruise’s box office pull remains unmatched, with his films now grossing over $12 billion globally.
Palantir’s meteoric rise: The software company has surged 600% since 2023, helped by AI hype and deep government ties. Meta is trying to copy that playbook through a new military tech collab with Anduril, featuring, yes, a sci-fi-style combat helmet.
Musk’s image rehab: Tesla’s CEO is quietly shifting the narrative from political lightning rod back to tech visionary — leaning heavily on AI, robotaxis, and futuristic bots to charm investors once again.
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Big tech, small data… Why are industry leaders like NVIDIA, Intel and Ericsson partnering with Atombeam?1 It’s the company reimagining machine communication — and potentially the future of big tech. That’s thanks to Neurpac, Atombeam’s patented software technology that can reduce the size of low-entropy data by an average of 75%.
Lightning fast… Neurpac enables 2-4x more data to be sent faster and more securely over existing networks—no hardware upgrades — just smart, AI-powered software.
To the moon and back… The U.S Space Force and U.S. Air Force have already been on Atombeam’s customer books — and the company’s potential market is still gaining ground. Atombeam is in discussions with multiple companies, ranging from a major packaging brand to an EV enterprise.
$16M has already been invested into the company. You can invest before the round closes in 29 days.2
1 The partnership relationship varies between companies and can include the following: inclusion on a preferred vendor list, invitations to participate in certain forums; listed on the other company's website, and introduction and networking opportunities.
Advertiser's disclosures:
¹ The Company's Formula (Gx-03/Hexagen/Atopx) Has Received 510k Marketing Approval As A Medical Device Indicated For The Management Of Symptoms Related To Atopic Dermatitis/Eczema. The Formula Has Not Received Approval As A Drug For The Treatment Of Eczema Or Onychomycosis.
² A plan to IPO is no guarantee that an actual IPO will occur.
³ Please read the offering circular and related risks at StartEngine’s Turn Therapeutics webpage. This is a paid advertisement for Turn Therapeutics Regulation CF Offering. This Reg CF offering is made available through StartEngine Primary, LLC, member FINRA/SIPC.
Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities.
