Market Overview - The VIX index spiked 12% due to a better-than-expected auction for 10-year notes, raising fears of a stock market selloff [2] - Following geopolitical unrest in the Middle East, the VIX surged another 14% [2] - The S&P 500 has been relatively flat, while one of the highlighted swing trades rose 4% [2] Company Analysis: Lululemon Athletica Inc. (LULU) - Lululemon has faced significant challenges due to "Liberation Day" tariffs, leading to a 35% decline in stock price this year [5][6] - The company trimmed its full-year earnings guidance by 2%, which contributed to a 22% drop in shares after the first-quarter earnings call [6] - Currently, Lululemon trades at 17 times forward earnings, which is 40% below its historical averages [7] - Recent tariff rollbacks between the U.S. and China may positively impact Lululemon's supply chain [8] - The U.S. Consumer Sentiment Index increased to 60.5, indicating a potential rebound in consumer spending, which is crucial for Lululemon [9] - TradeSmith's quantitative system forecasts an 11% upside for Lululemon over the next 30 days [10] Company Analysis: The Toro Co. (TTC) - Toro's shares have dropped 30% over the past year due to slowing revenue growth and shrinking margins [13] - The company now trades at 16.5 times forward earnings, the lowest since 2012, indicating a potential buying opportunity [14] - TradeSmith's system predicts a 10% increase in share prices over the next 30 days, supported by positive signals from home improvement retailers [15] Company Analysis: Alphabet Inc. (GOOG) - Alphabet is projected to have a 17.5% upside over the next 30 days, despite a recent downgrade [18] - The company dominates the search engine market with a 90% market share and has strong operations in cloud computing and streaming services [20] - Alphabet's valuation is currently subdued due to a conglomerate discount and ongoing antitrust lawsuits [21][24] - The company's AI-focused cloud business is expected to enhance its valuation by aligning its diversified businesses [21] - Alphabet trades at 18.5 times forward earnings, below the median of other major tech firms [25]

Elon Musk interviews on CNBC from the Tesla Headquarters in Texas.Tesla CEO Elon Musk confirmed that the company will have robotaxis on the streets of Austin, Texas by the end of June.In an interview with CNBC's David Faber on Tuesday at the company's headquarters in Austin, Musk said Tesla aims to bring its robotaxis to Los Angeles and San Francisco following the planned Austin debut.Musk said the robotaxi service will start with about 10 vehicles in Austin, and rapidly expand to thousands of vehicles shou ...

There's no question that Tesla (TSLA 2.06%) has had an eventful 2025 so far.As Chief Executive Officer Elon Musk opened with on the April 22 earnings call, "Well, it's never a dull moment." Tesla, no stranger to controversy in ordinary times, has become a lightning rod this year largely due to Musk's work with the Department of Government Efficiency (DOGE), an ad hoc organization that President Donald Trump has tasked with cutting federal government spending and payrolls.As a result, the company and the sto ...