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Feeling investment whiplash? So are we. The market has rebounded following Trump's revised tariffs, and we're here to unpack it. While this administration has shown it doesn't mind creating chaos, it clearly keeps a close eye on the stock market.
Speaking of déjà vu, Emmet analyzes the emergence of Haemanthus, a diagnostic startup from Billy Evans—partner of Elizabeth Holmes. While Holmes is the infamous, incarcerated founder of Theranos, Evans is determined to distance himself from the "Theranos 2.0" label.
Later, Mike examines Google's 9% stock drop following news of declining Safari searches. With the original search engine now trading at an attractive price-to-earnings ratio, should investors consider adding it to their portfolios?
Finally, Emmet explores CATL's forthcoming Hong Kong market debut. As a leading provider of lithium batteries for electric vehicles, CATL offers an intriguing entry point into the EV sector.
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00:00 Introduction to Market Reactions
03:55 Trade War Truce
15:30 The Rise and Fall of Theranos
19:48 Introducing Haemanthus: Theranos 2.0?
26:38 The Elizabeth Holmes Saga Continues
35:20 The Fall of Google Search?
45:27 CATL's IPO