The first three months of Donald Trump's second presidency have been tumultuous for, essentially, everyone.

With US markets at sky-high valuations, I'm actively diversifying into unloved markets like China. Although I am bullish on China, I won't buy into MCHI. It's overly concentrated in tech, the top ten holdings represent more than 50% of the assets. Chinese tech stocks come with the questionable VIE structure and comparatively high valuations. The sector faces heightened government regulation and rising competition.

Hims & Hers' stock rockets after teaming up with its rival Wegovy maker — Positive
HIMS Market Watch — April 29, 2025Health and wellness company Hims & Hers, which sells alternatives to weight-loss drugs like Wegovy, is now collaborating with the maker of Wegovy.

Starbucks (SBUX) reports 2Q earnings Tuesday and investors will be looking for signs of a turnaround under new CEO Brian Niccol. Tom White helps preview the company's report before turning to example trading strategies in the coffee shop chain.

Uber raises in-office requirement to 3 days, claws back remote workers — Negative
UBER CNBC Television — April 29, 2025CNBC's Joe Kernen reports on the latest news.

SES AI Reports Increased Q1-2025 Revenue And Positive Forward Outlook — Positive
SES Seeking Alpha — April 29, 2025SES AI reported a 190% increase in revenues QoQ for Q1-2025. The company will release a new online platform with its molecular AI program. The company expects consistent revenue through 2025, up to $25 million.

Vuzix Acquires Advanced Waveguide R&D Facility in Silicon Valley to Strengthen Partnerships with Big Tech OEMs/ODMs — Neutral
VUZI PRNewsWire — April 29, 2025- New facility enables state-of-the-art waveguide designs to accelerate development of AI-enabled smart glasses ROCHESTER, N.Y. , April 29, 2025 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), a leading supplier of smart glasses, waveguides, and Augmented Reality (AR) technologies, today announced the acquisition of an advanced waveguide R&D facility in Milpitas, California.

First-quarter adjusted earnings per share were $8.22 on revenue of $3 billion, missing analysts' expectations of EPS of $8.62 on revenue of $3.2 billion, according to FactSet.

Sherwin-Williams (SHW) Q1 Earnings Surpass Estimates — Positive
SHW Zacks Investment Research — April 29, 2025Sherwin-Williams (SHW) came out with quarterly earnings of $2.25 per share, beating the Zacks Consensus Estimate of $2.18 per share. This compares to earnings of $2.17 per share a year ago.

BBAI ALERT: BigBear.ai Holdings, Inc. (NYSE:BBAI) Investors are Reminded of Pending Securities Fraud Class Action – Contact BFA Law by June 10 Deadline — Neutral
BBAI GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against BigBear.ai Holdings, Inc. (NYSE: BBAI) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in BigBear.ai, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/bigbearai-holdings-inc.

RC ALERT: Ready Capital (NYSE:RC) Investors are Reminded of Pending Securities Fraud Class Action – Contact BFA Law by May 5 Deadline — Neutral
RC GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a lawsuit against Ready Capital Corporation (NYSE: RC) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Ready Capital, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/ready-capital-corporation.

ALDX ALERT: Aldeyra Therapeutics (NASDAQ:ALDX) Investors are Reminded of Pending Securities Investigation – Contact BFA Law — Neutral
ALDX GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Aldeyra Therapeutics, Inc. (NASDAQ: ALDX) for potential violations of the federal securities laws. If you invested in Aldeyra Therapeutics, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/aldeyra-therapeutics-inc.

World First: TMC USA Submits Application for Commercial Recovery of Deep-Sea Minerals in the High Seas Under U.S. Seabed Mining Code — Neutral
TMC GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- TMC the metals company Inc. (Nasdaq: TMC) (TMC or the Company), an explorer of the world's largest undeveloped resource of critical metals for infrastructure, defense, energy and future technologies, today announced that its U.S. subsidiary, The Metals Company USA LLC (TMC USA), has submitted applications for a commercial recovery permit and two exploration licenses under the Deep Seabed Hard Mineral Resources Act (DSHMRA) and National Oceanic and Atmospheric Administration (NOAA) implementing regulations which form the U.S. seabed mining code.

Ohmyhome Reports 118% Revenue Growth for Fiscal Year 2024 — Neutral
OMH GlobeNewsWire — April 29, 2025SINGAPORE, April 29, 2025 (GLOBE NEWSWIRE) -- Ohmyhome Ltd. (NASDAQ: OMH), a one-stop-shop property technology platform offering end-to-end real estate solutions including brokerage, renovation, and condominium property management services in Singapore, today announced its audited financial results for the fiscal year ended December 31, 2024.

Itron's Q1 Earnings Ahead: Key Factors Investors Should Watch — Positive
ITRI Zacks Investment Research — April 29, 2025ITRI's Q1 2025 performance is likely to have benefited from bookings momentum, demand for smart metering solutions and utility grid modernization initiatives.

Regeneron (REGN) Lags Q1 Earnings and Revenue Estimates — Negative
REGN Zacks Investment Research — April 29, 2025Regeneron (REGN) came out with quarterly earnings of $8.22 per share, missing the Zacks Consensus Estimate of $8.43 per share. This compares to earnings of $9.55 per share a year ago.

Royal Caribbean (RCL) Q1 Earnings Top Estimates — Positive
RCL Zacks Investment Research — April 29, 2025Royal Caribbean (RCL) came out with quarterly earnings of $2.71 per share, beating the Zacks Consensus Estimate of $2.53 per share. This compares to earnings of $1.77 per share a year ago.

Though the legendary Oracle of Omaha has outperformed the broader market during the 2025 trade war, his success was in limiting losses rather than achieving gains.

RH ALERT: RH (NYSE:RH) Investors are Reminded of Pending Securities Fraud Investigation – Contact BFA Law — Neutral
RH GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into RH (NYSE: RH) for potential violations of the federal securities laws. If you invested in RH, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/rh.

VTRS ALERT: Viatris Inc. (NASDAQ:VTRS) Investors are Reminded of Pending Securities Fraud Class Action – Contact BFA Law by June 3 Deadline — Neutral
VTRS GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Viatris Inc. (NASDAQ: VTRS) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Viatris, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/viatris-inc.
