• Treasury yields have fallen for four straight days, though ticking slightly higher today to 4.29%.

• Bitcoin (via iBit ETF) is flat after seven straight up sessions, trading around $93,500.

• Crude oil is flat around $63 a barrel; oil remains under pressure.

• Gold is edging higher, trading just over $3,300 an ounce, showing strength.

• XLE energy sector remains weak, still down after a 15% plunge in early April.

• Trade tensions with China remain a market uncertainty; Treasury Secretary Scott Bessant says it's up to China to deescalate.

• GDP data due Wednesday: expected Q1 growth of 0.2% (down sharply from 2.4% in Q4), raising concerns about an economic slowdown.

• Jobs data ahead: JOLTS, ADP, and Friday’s April jobs report (expected 130,000 job growth vs. 228,000 in March).

Company Highlights:

• Boeing is an early Dow leader; Jeffries and Bernstein raised price targets.

• Nvidia is down about 1%, amid reports that Huawei is developing a competing AI chip.

• Tesla rose nearly 10% Friday and is up another 1%, approaching its 200-day moving average (~$300).

• Domino’s Pizza beat profit expectations but fell slightly due to weaker Q1 U.S. same-store sales; international sales grew 3.7%.

• Progressive (PGR) upgraded to "buy" by Bank of America.

• On Holding (O-N-O-N) upgraded to "buy" by Citigroup, but still in a downtrend.

• Eli Lilly is down 1.5% after HSBC downgraded it to "reduce" on valuation concerns, despite strong performance following success with an obesity drug.

Upcoming Earnings:

• Tuesday: Brinker (Chili's parent) and Spotify (on the verge of breakout).

• Wednesday: GeneDx (WGS), Meta, Microsoft, Robinhood, Sprouts Farmers Market.

• Thursday: Big tech—Amazon and Apple report earnings.