🫠 Forecasting? In This Economy?

Earnings season ramps up with a resounding... shrug.

April 26, 2025

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Hi All - Happy Saturday and welcome back to Street Tweets from The Street Sheet. 

The general earnings season consensus so far? Shrug.

CEOs are increasingly tossing out their guidance for the rest of the year, citing erratic tariff policies. Forecasting is hard enough under normal economic circumstances. Factor in surging import costs, foreign boycotts, a declining dollar, and dropping consumer sentiment.

Can you blame companies for not even trying anymore?

Together With RYSE

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest. 

Amazon spent $1.2B on Ring. 

Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

Market Review:

US equities experienced a much-needed boost this week, propelled by easing tariff tensions with China and AI-fueled earnings from tech companies like Alphabet $GOOGL ( ▲ 1.68% ) and ServiceNow $NOW ( ▲ 0.71% ) .

But a few rosy reports aside, many companies are still signaling caution ahead. PepsiCo $PEP ( ▼ 1.43% ) , Procter & Gamble $PG ( ▲ 0.93% ) , and Chipotle $CMG ( ▲ 4.52% ) all slashed or withdrew their forecasts for the year, primarily citing consumer uncertainty.

Bottom line? Q1 was pretty good. But as for Q2 and onward? That’s a big question mark.

The S&P 500 ended the week up 4.6%, the tech-heavy Nasdaq Composite rose nearly 7%, and the Dow Jones added 2%.

Market Preview:

On Monday, investors will get the release of the Dallas Fed Manufacturing Index.

Tuesday will feature updates for the goods trade balance, JOLTs job openings, and the Case-Shiller Home Price Index.

Wednesday will bring the PCE price index, personal income and spending, and the quarterly GDP growth rate advance estimate.

On Thursday, there will be an update to the ISM manufacturing PMI, as well as both initial and continuing jobless claims.

Finally, on Friday, investors will get the latest jobs report, giving insight into jobs added, the unemployment rate, and average hourly earnings.

Adam Neumann raises $100M for a real estate startup? What year is it?

Reading this tweet made us want to grab the nearest newspaper and check the date like Marty McFly.

It looks like the former (and slightly disgraced) WeWork founder is back in the real estate game. This time, he’s focused on creating a new community in Miami by developing mixed-use properties.

If you didn’t follow Neumann’s time at WeWork, we’d recommend watching a documentary on it. (There are a few, but Hulu has a good one.) It’s a great cautionary tale of what happens when a company’s lofty aspirations clash with its fundamentals.

Google’s reign isn’t over just yet.

Google-owner Alphabet posted surprisingly strong Q1 growth in its search and advertising units, despite heated competition from AI.

But the tailwinds might not end there. Following its latest antitrust loss, the tech giant may be forced to sell its Chrome browser. Interested suitors include Open AI, Perplexity, and… Yahoo!?

What is this, 1998?

Classic case of “He said, Xi said”.

This back-and-forth is starting to sound like high-school-level gossip. It’s a good thing these negotiations aren’t impacting millions of lives! Otherwise, this rhetoric would be really troublesome.

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Warning: Volatility Ahead!

Hopefully volatile in a good way? All of these stocks are trading well below recent highs. Some much-needed good news could send them surging.

The market’s moves will largely depend on what Amazon $AMZN ( ▲ 1.31% ) , Apple $AAPL ( ▲ 0.44% ) , Meta $META ( ▲ 2.65% ) , and Microsoft $MSFT ( ▲ 1.18% ) say. Fingers crossed…

How does this end?

Many Americans secured sub-3% mortgages during the low-rate days of the pandemic. Now, with 7% mortgages and prices at all-time highs, nobody wants to move.

We’re honestly now sure how this standoff ends. Home prices fall? New construction surges? Prices go sideways for a few years?

What do you think?

QUESTION

California became the world's 4th biggest economy this week, surpassing which country?

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