📈 2 ETFs actually in the green this year

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Good morning & Happy Friday!

The week’s been anything but quiet, stocks are recovering some of their losses, Buffett's stacking Treasurys like Jenga blocks, and Google just impressed Wall Street with its earnings.

Grab your flat white and let’s break it down ☕️👇️ 

Markets

📈 Dow jumps, Nasdaq surges as Wall Street rallies on easing trade tensions
US stocks surged on Thursday and Friday (so far), with Wall Street eyeing its longest win streak in over two months.

• Dow jumped 500 points, while the S&P 500 and Nasdaq soared 2% and 2.7%, respectively.

• Optimism rose as China hinted it might pause a 125% tariff on US goods.

• Meanwhile, Fed officials signaled possible rate cuts, adding fuel to the rally.

• Despite Trump’s upbeat talk, China denied any active negotiations and demanded tariff rollbacks.

🤔 Traders beeting Post-tariffs winner, and it’s not China or the U.S
Emerging markets are navigating the U.S.-China trade war by backing themselves instead of choosing sides. Southeast Asian nations like Malaysia are engaging the U.S. for softer landings while quietly strengthening ties elsewhere. Regional trade is on the rise, with South-South trade now outpacing traditional North-North flows. China’s Xi Jinping has been busy, visiting Vietnam, Malaysia, and Cambodia to promote Beijing as a stabilizing force. As the U.S. hardens its stance, these nations are trying to build new paths forward, on their own terms.

💰️ Warren Buffett now owns 5% of all US Treasury bills
Warren Buffett’s Berkshire Hathaway now holds a staggering $300.87 billion in U.S. Treasury bills, nearly 5% of the entire short-term government debt market.

As of March 2025, with the Treasury bill market totaling $6.15 trillion, Buffett effectively controls 1 in every 20 dollars in circulation, an unprecedented level of influence for a single investor.

💸 Google Stock Climbs as AI-Fueled Search Growth Drives Revenue Growth
Alphabet crushed expectations in Q1, posting $90.23 billion in revenue, up 12% year-over-year, and net income of $34.54 billion, sending shares up nearly 5% after hours. Google Cloud revenue jumped 28%, while Search hit $50.7 billion, boosted by AI Overviews reaching 1.5 billion monthly users. The company also raised its dividend by 5% and announced $70 billion in stock buybacks, while reaffirming plans to spend $75 billion this year, mostly on AI infrastructure. CEO Sundar Pichai highlighted Alphabet’s close ties with Nvidia as a major edge in its cloud and AI strategy.

👀 2 Vanguard ETFs That Have Crushed the Market This Year
The S&P 500 has dropped over 12% in 2025, flipping early optimism into investor anxiety. Once buoyed by tech, the index is now feeling the drag, Nvidia alone is down 28% this year. With markets shaky, some investors are turning to safer ground. Vanguard’s FTSE Europe ETF (VGK) and International High Dividend Yield ETF (VYMI) are both in the green for 2025, offering rare bright spots in a rough market.

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From our partners

Quick News

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• On providing financial support to children and why you should give earlier, not later.

Crypto

Nvidia Continues to Keep Crypto at Arm’s Length

Arbitrum almost made crypto history, then Nvidia pulled the plug.

The Ethereum Layer 2 network was this close to announcing a big win: becoming Nvidia’s exclusive Ethereum partner for its new Ignition AI Accelerator, a spinoff of the Inception program that props up promising AI startups. But suddenly... the brakes hit hard.

• “We received some last-minute comms from Nvidia requesting to pause the announcement,” Arbitrum told CoinDesk. No explanation. Just silence.

Why? Likely the same reason crypto devs have hit a wall with Nvidia for years: crypto is still persona non grata in Nvidia’s programs. Ignition, like Inception, explicitly excludes anything crypto-related.

This isn’t new. Jensen Huang once called the ICO aftermath a “crypto hangover.” And CTO Michael Kagan? Blunter: “Crypto doesn’t bring anything useful for society.”

So while AI is getting Nvidia’s full embrace, crypto’s still knocking at a locked door.