• Investinq
  • Posts
  • 🚁 The Name's Bond....Treasury Bonds

🚁 The Name's Bond....Treasury Bonds

+ Amazon’s Starlink Rival Finally Launches

April 09, 2025

In partnership with

Good afternoon! Tech companies are facing a new threat—and it’s not a rogue hacker in a hoodie. Fake job seekers powered by AI are flooding remote job listings, using deepfakes, stolen IDs, and fabricated resumes to land gigs. Some are after paychecks, others are after something darker: access to corporate systems and sensitive data.

The problem has gotten so big that cybersecurity and crypto companies say they’re routinely flooded with suspicious resumes. In one case, a startup nearly hired a Russian coder using deepfake software; in another, over 300 U.S. companies unknowingly brought on North Korean IT workers. Experts say it’s only going to get worse—by 2028, one in four job candidates could be fake.

MARKETS

*Stock data as of market close*

  • Investors got the surprise they were begging for: President Trump hit pause on many of his biggest tariffs, and markets went full rocket mode. The S&P 500 surged 9.5%—a full year’s worth of returns in one session—while the Nasdaq soared 12% for its best day since 2000.

  • The Dow spiked nearly 3,000 points, its biggest one-day point gain ever, as traders rushed back in after weeks of retreat. Futures were pointing to more green ahead Thursday, but with only a 90-day tariff timeout in place, Wall Street may just be buying time.

Elon Dreams, Mode Mobile Delivers

As Elon Musk said, “Apple used to really bring out products that would blow people’s minds.”

Thankfully, a new smartphone company is stepping up to deliver the mind-blowing moments we've been missing.

Turning smartphones from an expense into an income stream, Mode has helped users earn an eye-popping $325M+ and seen an astonishing 32,481% revenue growth rate over three years.

They’ve just been granted the stock ticker $MODE by the Nasdaq—and the share price changes soon.

*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.

STOCKS
Winners & Losers

What’s up 📈

  • Delta Air Lines jumped 23.38% even after pulling its 2025 forecast, with CEO Ed Bastian admitting tariffs are hurting bookings. ($DAL)

  • United Airlines surged 26.14%, American Airlines climbed 22.60%, and Southwest Airlines gained 15.35% in sympathy with Delta. ($UAL, $AAL, $LUV)

  • Capri Holdings soared 31.09% following reports that the Versace-Prada deal may fall apart. ($CPRI)

  • Tesla rose 22.69%, recovering some of its steep recent losses. ($TSLA)

  • Nvidia climbed 18.72% as tech rebounded. ($NVDA)

  • Apple gained 15.33% after days of heavy losses and as reports emerged it will shift iPhone shipments to the U.S. via India. ($AAPL)

  • Advanced Micro Devices added 23.82%, while Arm Holdings rose 23.82% after the semiconductor sector avoided additional tariffs. ($AMD, $ARM)

  • Walmart climbed 9.55% after it reaffirmed full-year guidance despite pulling Q1 outlook, saying it tends to gain share during uncertainty. ($WMT)

  • Trump Media & Technology Group popped 21.67% after a Truth Social post from Trump urging investors to buy the stock. ($DJT)

  • Constellation Energy jumped 16.50% after an upgrade from Citi citing a strong risk-reward setup. ($CEG)

What’s down 📉

  • It was one of those rare days where red was hard to find on Wall Street—only eight S&P 500 stocks finished lower. Markets ripped higher after the surprise halt to tariffs, sparking a broad rally across most sectors.

NEWS
Bond Chaos Forces Trump to Call Timeout

The bond market is usually where excitement goes to die—but not this week.

After President Trump’s sweeping tariffs blew up markets like at the fourth of July, Treasury yields spiked in a move so wild it made even seasoned traders blink. The 10-year yield surged above 4.5%, marking its biggest three-day jump since 2001, while the 30-year Treasury was on pace for its strongest single-day move since 1982. Not exactly the kind of throwback Wall Street was hoping for.

Tariffs torch the safe haven

Typically, when equities nosedive, investors flock to long-term Treasurys for safety. But this week flipped that script. Instead of retreating into bonds, traders, hedge funds, and even foreign governments started dumping them—triggering a rare and unsettling scenario where both stocks and bonds fell in tandem.

Here’s why this bond market chaos really matters: Treasurys are the tool the U.S. government uses to refinance its trillions in debt. When yields go up, borrowing gets more expensive—not just for Uncle Sam, but for everyone from mortgage lenders to car buyers. Trump’s team has been trying to pull yields down to make it cheaper to refinance the debt, juice the economy, and keep interest payments from ballooning.

A ceasefire and a sigh of relief

The madness briefly cooled on Wednesday. A robust $39 billion auction of 10-year notes showed surprising demand from foreign buyers. Not long after, Trump took to Truth Social to announce a 90-day pause on most of the new tariffs, calling a temporary timeout on his self-inflicted trade war—though crucially, the steep levies on China remained in place and soon to be increased to 125%.

That pause move may have been spurred by the bond market itself. Analysts across Wall Street—from JPMorgan to Wedbush—say the dramatic rise in yields likely forced Trump’s hand. By day’s end, the 10-year yield had dipped to 4.34%, stocks staged a double-digit rally, and the VIX posted its biggest plunge on record.

Still, nobody’s calling a bottom. Investors remain jittery, watching for the next tweet-turned-policy shift. As one analyst put it, “We’re living minute-to-minute.”

NEWS
Market Movements

  • 📩 Amazon Cancels China Orders After Tariff Hike: Amazon abruptly canceled inventory orders from China and other Asian countries, including items like beach chairs and scooters, likely to reduce tariff exposure. Vendors were left scrambling to offload inventory, while Amazon avoids paying duties by shifting the burden back to suppliers. ($AMZN)

  • ⚡ Volkswagen Sees EV Sales Surge as Tesla Stumbles: Volkswagen reported a 59% jump in EV deliveries for Q1, capitalizing on a consumer shift away from Tesla. Sales growth in Europe and the U.S. helped offset a 37% slump in China, though future gains may be threatened by Trump’s new auto tariffs. ($VWAGY)

  • đŸ“± iPhone Could Cost $1,242 if Assembled in U.S.: Bank of America analysts estimate that producing the iPhone 16 Pro Max entirely in the U.S. would raise its cost to $1,242 due to tariffs and labor expenses. Apple would still rely heavily on imported subassemblies, making a full relocation of its supply chain nearly impossible in the short term. ($AAPL)

  • ⚖Chevron Hit with $745M Environmental Fine: A Louisiana jury ordered Chevron to pay $745 million in damages for decades of coastal degradation, a landmark case that could open the floodgates for similar lawsuits. The oil giant has vowed to appeal, saying it operated within legal frameworks. The ruling could set a precedent for holding fossil fuel companies accountable for environmental harm. ($CVX)

  • 📉 Constellation Brands Cuts Forecast Due to Tariff Fallout: Constellation Brands issued a weak profit outlook for fiscal 2026, citing the impact of new U.S. and Canadian tariffs on imported beer and spirits. The company also sold several wine brands and warned of potential 100% income declines in that segment. Shares fell 4% in extended trading. ($STZ)

  • đŸ“± Meta Expands Teen Safety Measures Across Platforms: Meta will now limit livestreaming and image-sharing features for users under 16, and extend “Teen Accounts” privacy settings to more of its platforms. The changes come amid rising pressure from lawmakers and regulators over children’s online safety. It’s the latest move in Meta’s broader campaign to tighten content controls for minors. ($META)

  • 🏱 Blackstone Raises $10.8B for European Real Estate Fund: Blackstone closed a record $10.8 billion property fund focused on distressed assets in Europe. The fund is the largest of its kind and signals Blackstone’s growing confidence in a regional recovery. The firm plans to capitalize on dislocated prices in office and retail spaces. ($BX)

  • 🎼 Minecraft Movie Breaks Records at the Box Office: Warner Bros. Discovery and Legendary’s Minecraft movie scored $163 million in domestic opening weekend revenue, the strongest debut ever for a video game adaptation. The film's performance helped shrink the U.S. box office year-to-date deficit from 13% to 5%. It’s a major win ahead of the summer blockbuster season. ($WBD)

SPACE
Amazon’s Starlink Rival Finally Launches

After years of circling the launchpad, Amazon’s satellite internet project, Kuiper, has officially entered orbit. On Wednesday, the company deployed its first 27 operational satellites aboard a United Launch Alliance rocket, marking the beginning of a $10 billion plan to build a global broadband network from space.

It’s a late start. Starlink, SpaceX’s satellite internet service, already has over 8,000 satellites in orbit and more than 5 million customers. Meanwhile, Amazon had only launched two prototype satellites until now. But Kuiper has momentum—and a deadline. The company must get half its planned 3,236-satellite constellation into orbit by mid-2026 to keep its FCC license.

A Crowded Launchpad

Amazon has booked over 80 launches to get there, using rockets from ULA, Arianespace, and Blue Origin. That aggressive schedule has even edged out competitors, with companies like Japan’s Sky Perfect JSAT struggling to reserve rocket space. Kuiper’s next-generation satellites aim to serve consumers, governments, and businesses in underserved regions—essentially everywhere Starlink plays.

Playing by the Rules

While some competitors have launched services before securing regulatory approvals, Amazon is going the rules-first route. Former Kuiper employees say that approach is earning nods of relief from regulators around the world. And with Amazon’s distribution muscle and cloud infrastructure in the mix, Kuiper might be the only company with a legit shot at catching Starlink.

The service isn’t live yet, but Amazon says commercial rollout will begin later this year. Whether it’s enough to close the six-year head start remains to be seen—but one thing’s clear: the satellite broadband race finally has a heavyweight title fight.

Calendar
On The Horizon

Tomorrow

Thursday brings the March CPI report, and it’s likely the last inflation snapshot before tariffs start distorting the picture. Markets are hoping for a mild read to keep rate-cut hopes alive, but this could be the calm before the cost storm.

Also out Thursday: weekly jobless claims. After last week’s mass layoffs across the federal government, especially at Health and Human Services—economists will be watching closely for any spike in claims.

NEWS
The Daily Rundown

RESOURCES
The Federal Reserve Resource

Join our small yet growing subreddit 🚀: https://www.reddit.com/r/investinq/

Wall Street Reads 💎 (Best Books):

Check out our latest issues 🎯: https://investinq.beehiiv.com