@wallstengine Wall St Engine
Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $60 billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a 36% year-over-year revenue increase.
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Social Influence
Social category influence stocks 67.31% finance 28.18% technology brands 23.26% cryptocurrencies 9.71% countries 8.34% automotive brands 3.56% financial services #683 social networks 1.78% fashion brands 1.37% currencies 1.37%
Social topic influence ai 10.12%, ceo #4125, up to 4.38%, we are 4.1%, $nvda #1385, comments #2448, $googl 3.28%, cash flow #343, in the 3.15%, china #4004
Top accounts mentioned or mentioned by @grok @william_r2rclub @ultimatetrad8r @wolf_financial @mpagalavan4028 @faststocknewss @blackpanthercap @richreadsvids @systemdaddyai @stockmktnewz @luxalgo @lowbeta @voltportfolio @askxeela @russfrompublic @cryptodaaddy @brandonwealth @the__chenz @ro_rademaker @joinyellowbrick
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Allegro Microsystems Inc (ALGM) Metadium (META) Intel Corporation (INTC) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Robinhood Markets, Inc. (HOOD) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Bitcoin (BTC) Unity Software Inc. (U) Hims & Hers Health, Inc. (HIMS) Arm Holdings plc (ARM) Spotify Technology (SPOT) Boeing Co (BA)
Top Social Posts
Top posts by engagements in the last [--] hours
"AMAZON $AMZN Q425 EARNINGS HIGHLIGHTS 🔹 Net Sales: $213.39B (Est. $211.49B) 🟢; +14% YoY 🔹 EPS: $1.95 (Est. $1.96) 🔴 🔹 AWS: $35.6B (Est. $34.8B) 🟢; +24% YoY 🔹 OI: $25.0B (Est. $24.8B) 🟢 🔸FY26 Capex: $200B (Est. $147B) Q1 Guide: 🔹 Sales: $173.5B$178.5B (Est. $175.5B) 🟢; +11% to +15% YoY; [---] bps FX tailwind 🔹 Operating Income: $16.5B$21.5B; vs. $18.4B in Q125 Segment Performance: 🔹 North America: $127.1B (Est. $127.2B) 🔴; +10% YoY 🔹 International: $50.7B (Est. $49.7B) 🟢; +17% YoY 🔹 North America OI: $11.5B; vs. $9.3B in Q424 🔹 International OI: $1.0B; vs. $1.3B in Q424 🔹 AWS"
X Link 2026-02-05T21:05Z 126.3K followers, 60.7K engagements
"Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium"
X Link 2025-10-21T09:20Z 126.3K followers, 169.8K engagements
"Toyota and other Japanese automakers are teaming up with chipmakers like Renesas Rohm and Infineon to share data on auto semiconductors as supply risks rise Nikkei reports. The plan is a chip database using blockchain targeted for completion by April and expected to cover 80% to 90% of the chips used by Japan automakers. Source: Nikkei https://twitter.com/i/web/status/2014012473926631544 https://twitter.com/i/web/status/2014012473926631544"
X Link 2026-01-21T16:29Z 126.3K followers, [----] engagements
"MoffettNathanson Upgrades $SHOP to Buy from Neutral Raises PT to $150 from $122 Analyst comments: "The wipeout in software stocks on rising vibe coding fears has hit Shopify over the companys perceived vulnerability despite it not being a software company in the traditional sense. This has created an unusually attractive entry point for a stock that we believe will be a long-term winner in the AI commerce wars. Far from being threatened by AI we expect Shopify to benefit from it. Valuation alone is not a reason to upgrade the stock. Whats truly exciting about Shopify is the long-term"
X Link 2026-02-12T11:45Z 126.3K followers, 12.9K engagements
"$UBER is rolling out ride-hailing in China Macau again starting Tuesday and adding a limo option between Macau and Hong Kong with 24-hour advance booking. This is Ubers first entry into a new Asian market in years after exiting China in [----] and Southeast Asia in [----]. Source: Bloomberg"
X Link 2026-02-03T01:47Z 126.3K followers, 21.3K engagements
"Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year"
X Link 2026-02-09T21:15Z 126.3K followers, 119.2K engagements
"$VELO says it was selected as the first qualified additive manufacturing vendor for the US Armys Ground Vehicle Systems Center program to speed up qualified 3D-printed parts across the defense industrial base. The company says it met GVSC criteria in under two weeks and will work with the Army to validate complex metal parts using its Sapphire printers. https://twitter.com/i/web/status/2021224877529972747 https://twitter.com/i/web/status/2021224877529972747"
X Link 2026-02-10T14:08Z 126.3K followers, 14.4K engagements
"$SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"
X Link 2026-02-10T16:30Z 126.3K followers, 176.4K engagements
"ROBINHOOD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.28B (Est. $1.35B) 🔴; +27% YoY 🔹 EPS: $0.66 (Est. $0.63) 🟢; vs. $1.01 YoY 🔹 Adj. EBITDA: $761M (Est. $833.2M) 🔴; +24% YoY 🔹 Crypto Revenue: $221M (Est. $242M) 🔴; -38% YoY 🔹 Transaction-Based Revenue: $776M (Est. $791.6M) 🔴; +15% YoY Other Metrics: 🔹 Net Interest Revenue: $411M; +39% YoY 🔹 Other Revenue: $96M; +109% YoY 🔹 Options Revenue: $314M; +41% YoY 🔹 Equities Revenue: $94M; +54% YoY 🔹 Funded Customers: 27.0M; +7% YoY 🔹 Investment Accounts: 28.4M; +8% YoY 🔹 Total Platform Assets: $324B; +68% YoY 🔹 Gold Subscribers: 4.2M;"
X Link 2026-02-10T21:10Z 126.3K followers, 50.8K engagements
"Bloomberg reports Trump is privately weighing an exit from USMCA the trade pact with Canada and Mexico"
X Link 2026-02-11T11:59Z 126.3K followers, 26.7K engagements
"$CROX Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $958M (Est. $916.09M) 🟢; -3.2% YoY 🔹 Adj. EPS: $2.29 (Est. $1.91) 🟢; -9.1% YoY 🔹 Crocs Brand Revenue: $768M; +0.8% YoY 🔹 HEYDUDE Revenue: $189M; -16.9% YoY 🔹 DTC Revenue: +4.7% YoY; Wholesale Revenue: -14.5% YoY FY Guide: 🔹 Adj. EPS: $12.88$13.35 (Est. $11.92) 🟢 🔹 Revenue: down 1% to up slightly YoY 🔹 Crocs Brand Revenue: flat to +2% YoY 🔹 HEYDUDE Revenue: -9% to -7% YoY 🔹 Capex: $70M$80M Q1 Guide: 🔹 Revenue: -5.5% to -3.5% YoY 🔹 Adj. Operating Margin: 21.5% 🔹 Adj. EPS: $2.67$2.77 Financials: 🔹 Gross Margin: 54.7% (vs. 57.9% YoY) 🔹"
X Link 2026-02-12T12:18Z 126.3K followers, 15.7K engagements
"William Blair Reiterates $VSAT to Outperform from Outperform Analyst comments: "After the market close Southwest Airlines (LUV) announced that it is equipping more than [---] aircraft this year with SpaceXs Starlink system. We confirmed with ViaSat that Southwest will not be installing Starlink across the aircraft that are equipped with ViaSat. Rather Starlink will replace the Anuvu system that is installed on older Southwest aircraft. Southwest plans to continue having ViaSats system line-fit installed on all of its brand-new B737 MAX aircraft. ViaSats downlink and uplink capacity for its"
X Link 2026-02-12T13:58Z 126.3K followers, 14.2K engagements
"Today's Key Events (All EST) 11/17/2025 09:00: Fed's Williams 09:30: Fed's Jefferson 13:00: Fed's Kashkari 15:35: Fed's Waller Before Open 👇 05:00: XPeng $XPEV 07:50: JinkoSolar $JKS 06:30: Full Truck Alliance $YMM 06:35: Aramark $ARMK 06:15: H World Group $HTHT After Hours 👇 18:00: $TCOM 16:15: $XP https://twitter.com/i/web/status/1990322832589627830 https://twitter.com/i/web/status/1990322832589627830"
X Link 2025-11-17T07:35Z 126.3K followers, 20.5K engagements
"Per JPM using Gartner data enterprise storage is tilting fast to SSD. eSSD TAM is modeled to overtake business critical and nearline HDD in [----] and be roughly 2x HDD by [----] while eSSD still prices at about 6x to 8x HDD. JPM says this memory upcycle may be the longest and strongest on record. They model about 420B dollars of memory and storage TAM in [----] and apply a 3.5x sales multiple which gets to roughly 1.5T of combined market cap still over 50% upside from here. On supply and pricing JPM argues DRAM stays tight into [----] even with new fabs. HBM soaks up capacity AI inference uses"
X Link 2025-12-15T16:44Z 126.3K followers, 56.9K engagements
"Cadence Design Systems $CDNS to integrate Cuda X technology into chip design software - Huang at CES"
X Link 2026-01-05T22:09Z 126.3K followers, [----] engagements
"Needham Reiterates Buy Rating on $HNGE PT $59 Analyst comments: "We are naming Hinge Health as our Health Tech Top Pick for [----]. Our multiple rounds of channel checks during the 3Q/4Q selling season leave us confident that HNGE continues to expand upon its market leadership in the digital MSK space which bodes well for FY26 growth prospects. Based on our cohort analysis of yield expansion and net new client growth we estimate that HNGE could end FY26 with revenue as high as $750mm well above that of our and consensus estimates of $696mm. If this bull case topline estimate can be achieved"
X Link 2026-01-06T10:53Z 126.3K followers, [----] engagements
"UnitedHealth $UNH has been cut in half over the past year down more than 55% from its highs but its still the largest healthcare company by a wide margin"
X Link 2026-01-27T18:03Z 126.3K followers, 41.8K engagements
"BofA Upgrades $ELS to Buy from Neutral Raises PT to $76 from $74 Analyst comments: "We view stable Manufactured Home (MH) and Annual Recreational Vehicle (RV) revenue as the primary growth driver for ELS yet the stock valuation continues to reflect concerns over the Seasonal and Transient RV businesses. While visibility for that segment continues to remain low it represents 9% of ELSs [----] property operating revenue. If RV performs at the midpoint of ELSs guidance it's a -$4mn revenue headwind y/y. If Seasonal and Transient are flat from 2Q-4Q (rather than up +1.8% as guided) the impact"
X Link 2026-02-03T11:21Z 126.3K followers, [----] engagements
"Peloton $PTON reported a weaker holiday quarter missing expectations and guiding next-quarter revenue to $605M$625M but it raised full-year adjusted EBITDA to $450M$500M. Alongside the results Peloton said CFO Liz Coddington will leave in March"
X Link 2026-02-05T12:55Z 126.3K followers, [----] engagements
"Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden"
X Link 2026-02-05T22:12Z 126.3K followers, 122.3K engagements
"$MNDY Q4 EARNINGS HIGHLIGHTS 🔹 Revenue: $333.9M (Est. $329.51M) 🟢 🔹 EPS: $1.04 (Est. $0.92) 🟢 FY Guide: 🔹 Revenue: $1.45B$1.46B (Est. $1.48B) 🔴"
X Link 2026-02-09T12:07Z 126.3K followers, 38.7K engagements
"$FLR won a multi-year EPC contract to help Centrus $LEU expand its uranium enrichment facility in Piketon Ohio tied to a multi-billion dollar plan to add thousands of centrifuges"
X Link 2026-02-11T21:37Z 126.3K followers, 10.5K engagements
"JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee increased its take rates last week signaling a more benign competitive environment; (2) we no longer see material downside to consensus estimates for 2026E and 2027E; and (3) we believe MELI should be able to sustain a good pace of growth in Brazil in 4Q25 above 30%. The competitive environment shows signs of improvement"
X Link 2026-02-12T10:28Z 126.3K followers, 48.9K engagements
"TRUMP HAS AGREED TO END MINNESOTA ENFORCEMENT SURGE HOMAN SAYS"
X Link 2026-02-12T14:24Z 126.3K followers, 13.6K engagements
"$CBRE $CWK down another 12% The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models. https://t.co/VH70jpG1l0 The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models."
X Link 2026-02-12T16:08Z 126.3K followers, 22.2K engagements
"$TM Toyota is set to launch a $5.16 billion tender offer for its own shares offering [----] yen per share from July [--] to Aug. 26"
X Link 2024-07-23T09:24Z 126K followers, [----] engagements
"$TM Toyota Motor's operating income for the June quarter rose 17% to [----] trillion yen ($8.7B) just shy of the expected [----] trillion yen. The company's overall sales increased by 12.2% to [-----] trillion yen largely driven by strong hybrid vehicle demand which helped offset a decline in EV interest. However Toyota faced some production challenges due to a safety scandal and a recall of over [------] vehicles which impacted its bottom line. A weaker yen also played a role in boosting earnings enhancing the competitiveness of Toyota's exports. Despite these issues Toyota's net profit grew by 1.7%"
X Link 2024-08-01T10:06Z 126.1K followers, [----] engagements
"Today's Key Events (All EST) --- 08/28/2024 13:00: 5-Year Note Auction Before Open👇 02:00: Golden Ocean Group $GOGL 04:30: $LI Auto 05:00: QuantaSing Group $QSG 06:00: Royal Bank of Canada $RY 06:00: Donaldson Company $DCI 06:45: Foot Locker $FL 06:55: Bath & Body Works $BBWI 07:00: Kohl's $KSS 07:00: J.M. Smucker $SJM 07:00: Kanzhun Limited $BZ 07:00: Patterson Companies $PDCO 07:05: Chewy $CHWY 07:30: Abercrombie & Fitch $ANF Before Open: Harmony Gold Mining $HMY After Close👇 16:00: Salesforce $CRM 16:00: $OKTA 16:00: Five Below $FIVE 16:00: NetApp $NTAP 16:05: CrowdStrike $CRWD 16:05:"
X Link 2024-08-28T08:00Z 126.1K followers, [----] engagements
"Morgan Stanley on $GPCR (Overweight; PT $118): "We initiate coverage of Structure Therapeutics. Structure Therapeutics is a development-stage biotech company focused on developing oral small molecule medicines for chronic diseases including obesity and idiopathic pulmonary fibrosis (IPF)." "The lead pipeline asset and key value driver GSBR-1290 is an oral GLP-1R agonist (similar to Novo's Wegovy/Ozempic and LLY's Trulicity) advancing into a Phase 2b obesity trial in 4Q24. Based on Phase 1/2a data we believe GSBR-1290's profile is competitive with other oral diabesity drugs on the market (e.g."
X Link 2024-09-23T12:24Z 126.1K followers, [----] engagements
"SemiAnalysis published an analysis on DeepSeek addressing recent claims about its cost and performance. $NVDA The report states that the widely circulated $6M training cost for DeepSeek V3 is incorrect as it only accounts for GPU pre-training expenses and excludes R&D infrastructure and other critical costs. According to their findings DeepSeeks total server CapEx is around $1.3B with a significant portion allocated to maintaining and operating its GPU clusters. The report also states that DeepSeek has access to roughly [-----] Hopper GPUs but clarifies that this does not mean [-----] H100s as"
X Link 2025-01-31T09:07Z 126K followers, 1.9M engagements
"Nvidia $NVDA just released its 13F-HR. The company added $NBIS and $WRD as new positions removed $NNOX $SOUN and $SERV and cut its stake in $ARM by 43%"
X Link 2025-02-14T11:28Z 126K followers, 327.1K engagements
"CHINESE STATE MEDIA: CHINA JAPAN AND SOUTH KOREA REACH A CONSENSUS THAT THREE SIDES WILL JOINTLY RESPOND TO THE US TARIFFS"
X Link 2025-03-31T14:38Z 126K followers, 525.5K engagements
"$GRMN Garmin Ltd Q225 Earnings Highlights 🔹 Revenue: $1.81 B (Est. $1.69 B) 🟢; UP +20% YoY 🔹 Pro Forma EPS: $2.17 (Est. $1.88) 🟢; UP +37% YoY Guidance (FY25) 🔹 Pro Forma EPS Guidance: $8.00 (Est. $7.93) 🟢 🔹 Revenue Guidance: $7.10 B (Est. $6.87 B) 🟢 🔹 Gross Margin Guidance: 58.5% (Est. 58.5%) 🟡 Segment / Product Results 🔹 Fitness Net Sales: $605.4 M (Est. $496.2 M) 🟢; UP +41% YoY 🔹 Outdoor Net Sales: $490.4 M (Est. $509.3 M) 🔴; UP +11% YoY 🔹 Aviation Net Sales: $249.4 M (Est. $234.4 M) 🟢; UP +14% YoY 🔹 Marine Net Sales: $299.3 M (Est. $289.2 M) 🟢; UP +9.6% YoY 🔹 Auto Net"
X Link 2025-07-30T11:42Z 126.2K followers, [----] engagements
"LEON COOPERMAN MANAGING $2.8B IN FUNDS JUST FILED ITS 13F UPDATING ITS PORTFOLIO FOR Q2'25. Adds: $GEHC $AESI Exits: $LVS $MSFT Reductions: $GOOGL $MP $CI HERES A LOOK AT ALL HIS HOLDINGS:"
X Link 2025-08-14T17:19Z 126.1K followers, 14.5K engagements
"Interactive Brokers $IBKR will join S&P [---] on Aug [--] replacing Walgreens Boots Alliance $WBA"
X Link 2025-08-25T22:29Z 126.3K followers, 19.3K engagements
"THE S&P INDEX $SPY IS REBALANCING AppLovin $APP Robinhood $HOOD and Emcor Group $EME to join the S&P [---] replacing Enphase Energy $ENPH Caesars Entertainment $CZR and MarketAxess $MKTX. $UBER will enter the S&P [---] replacing Charter Communications $CHTR. Nutanix $NTNX and TransUnion $TRU will move to the S&P MidCap [---]. Effective: Before the markets open on Sept. 22nd. Heres the full list of rebalancing changes 👇 https://twitter.com/i/web/status/1964081273930149924 https://twitter.com/i/web/status/1964081273930149924"
X Link 2025-09-05T21:40Z 126.3K followers, 48.7K engagements
"Elon Musk has just filed a Form [--] showing insider purchases of 1.9M $TSLA shares on Sept [--] at prices between $371$396 totaling $736M. The shares were acquired via the Elon Musk Revocable Trust. This marks his first insider buy since 2020"
X Link 2025-09-15T10:18Z 126.1K followers, 229.6K engagements
"Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good"
X Link 2025-10-03T17:25Z 126K followers, 487.3K engagements
"$AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips starting in [----] with revenue recognition beginning next year. AMD says the partnership could contribute over $100B in new revenue over four years"
X Link 2025-10-06T10:57Z 126.1K followers, 429K engagements
"A Reddit post is circulating that lists OpenAIs top [--] customer by token consumption and Duolingo tops the list"
X Link 2025-10-10T09:28Z 126K followers, 438.9K engagements
"JPMorgan is launching a $1.5 trillion financing initiative over the next decade to back industries vital to U.S. national security and economic independence. As part of the effort $JPM will make direct equity investments of up to $10 billion in U.S. companies and expand its banker network. The plan focuses on supply chain resilience defense and aerospace energy independence and frontier tech like AI and quantum computing. CEO Jamie Dimon said the U.S. had become too reliant on unreliable sources of critical minerals products and manufacturing calling for faster policy action and investment."
X Link 2025-10-13T10:06Z 126.3K followers, 175.5K engagements
"$KO Coca-Cola Q325 Earnings Highlights 🔹 Revenue: $12.5B (Est. $12.41B) 🟢; +5% YoY +6% organic 🔹 Adj EPS: $0.82 (Est. $0.78) 🟢; +6% YoY 🔹 Operating Margin: 31.9% (vs. 30.7% LY) FY25 Guidance (Maintained: 🔹 Organic Revenue Growth: +56% (No Change) 🔹 Adj EPS Growth: +3% vs. $2.88 FY24 (No Change) 🔹 Currency-Neutral EPS Growth: +8% (No Change) 🔹 Underlying Tax Rate: 20.7% (Updated from 20.8%) 🔹 FCF ex-Fairlife: $9.8B (Updated from $9.5B) 🔹 Currency Headwind: 5% to EPS; 12% to revenue 🔹 FY26 outlook to include slight currency tailwind (new) Q3 Segments: Europe Middle East & Africa"
X Link 2025-10-21T11:00Z 126.1K followers, 17.9K engagements
"ANTHROPIC IN TALKS FOR GOOGLE $GOOGL CLOUD DEAL WORTH TENS OF BILLIONS $AMZN $MRVL - negative AVGO - positive Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium. https://t.co/t6XEcfEK3W Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium. https://t.co/t6XEcfEK3W"
X Link 2025-10-21T21:49Z 126.1K followers, 105.6K engagements
"Saudi Arabia is shifting investment away from Neom the $500B futuristic megacity in the desert with its planned 100-mile Line and moving more capital into AI high-tech manufacturing and major development in Riyadh where the economic payoff is faster"
X Link 2025-10-25T17:16Z 126.1K followers, 183.2K engagements
"Zelle the bank-owned money transfer app used by more than 100M U.S. customers for instant domestic payments says it plans to enable INTERNATIONAL transfers using stablecoins. The service will be available to any bank in the Zelle network"
X Link 2025-10-25T22:28Z 126.1K followers, 351K engagements
"More details on the US-China very successful framework: Bessent says Trumps threat of 100% tariffs on China is now off the table China expected to resume substantial US soybean purchases Beijing to delay rare earth export controls by one year while it reexamines the plan"
X Link 2025-10-26T11:43Z 126.1K followers, 238.7K engagements
"Sam Altman says an IPO is now the most likely path for OpenAI given the scale of capital the company will need going forward"
X Link 2025-10-28T18:37Z 126K followers, 902.1K engagements
"$SFM Sprouts Farmers Market Q325 Earnings Highlights 🔹 Revenue: $2.2B (Est. $2.23B) 🔴; UP +13% YoY 🔹 EPS: $1.22 (Est. $1.17) 🟢; UP +34% YoY 🔹 Comp Sales: +5.9% (Est. +7.5%) 🔴 Guidance 🔹 Q4 Comp Sales: 0%+2% (Est. +4.4%) 🔴 🔹 Q4 EPS: $0.86$0.90 🔹 FY25 Comp Sales: +7% (Prior: +7.5%+9%) 🔴 🔹 FY25 EPS: $5.24$5.28 (Est. $5.26) 🟡 🔹 FY25 EBIT: $675M$680M 🔹 New Stores: [--] total; CapEx $230M$250M Operations & Liquidity 🔹 Stores Opened: [--] new stores total [---] across [--] states 🔹 Cash & Equivalents: $322M; no debt drawn on $600M revolver 🔹 Entered new $600M credit facility 🔹 $1B share"
X Link 2025-10-29T20:28Z 126.2K followers, [----] engagements
"$WAY Waystar Holding Corp Q325 Earnings Highlights 🔹 Revenue: $268.7M (Est. $1.073B) 🟢; UP +12% YoY 🔹 Adjusted EBITDA: $112.7M; margin 42% Guidance (FY25) 🔹 Revenue: $1.085B$1.093B (Est. $1.073B) 🟢 🔹 EPS (Non-GAAP): $1.46$1.47 (Est. $1.39) 🟢 🔹 Adjusted EBITDA: $451M$455M Key Q3 Metrics 🔹 Net Income: $30.6M (11% margin) 🔹 Cash Flow from Ops: $82M; Unlevered FCF $96M 🔹 Clients $100K Revenue: 1306; +11% YoY 🔹 Net Revenue Retention (NRR): 113% 🔹 Subscription Revenue: $134.5M; +14% YoY 🔹 Volume-Based Revenue: $132.3M; +10% YoY CEO Commentary Matt Hawkins 🔸 We delivered another"
X Link 2025-10-29T20:38Z 126K followers, [----] engagements
"$ALGN Align Technology Q325 Earnings Highlights 🔹 Revenue: $995.7M (Est. $975.9M) 🟢; UP +1.8% YoY 🔹 EPS (Non-GAAP): $2.61 (Est. $2.42) 🟢; UP +7.6% YoY 🔹 Clear Aligner Revenue: $805.8M; +2.4% YoY 🔹 Clear Aligner Volume: 647.8K cases; +4.9% YoY 🔹 Teens & Kids Volume: +8.3% YoY; +14.7% Seq. 🔹 Imaging & CAD/CAM Revenue: $189.9M; -0.6% YoY (seasonal softness) 🔹 Operating Margin (Non-GAAP): 23.9%; +180 bps YoY 🔹 Cash: $1.00B vs. $901M in Q2 🔹 Share Buybacks: 0.5M shares repurchased at avg. $136.77 Guidance (Q425) 🔹 Revenue: $1.025B$1.045B 🟢 🔹 Non-GAAP Operating Margin: 26% 🔹 Clear"
X Link 2025-10-29T20:40Z 125.1K followers, [----] engagements
"$CROX Crocs Q325 Earnings Highlights 🔹 Revenue: $996.3M (Est. $961.61M) 🟢; -6.2% YoY 🔹 Adj. EPS: $2.92 (Est. $2.36) 🟢; -18.9% YoY 🔹 Gross Margin: 58.5%; [----] bps YoY Q425 Guidance 🔹 Adj. EPS: $1.82$1.92 (Est. $1.75) 🟢 🔹 Revenues to be down 8% YoY 🟡 🔹 Crocs Brand to be down 3% YoY 🔹 HEYDUDE Brand to be down mid-20% YoY 🔹 Adj. Op Margin: 15.5% 🔹 Tax Rate: GAAP 20% 🔹 FY25 CapEx: $70M$75M Segment (YoY) Crocs Brand 🔹 Revenue: $836M; DOWN -2.5% (CC -3.2%) 🔹 DTC: $472M; UP +2.0% (CC +1.2%) 🔹 Wholesale: $364M; DOWN -7.9% (CC -8.4%) 🔹 North America: $448M; DOWN -8.8% 🔹"
X Link 2025-10-30T11:22Z 125.9K followers, 10.8K engagements
"Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say then went ahead and said every single word people were betting on"
X Link 2025-10-31T11:28Z 126.2K followers, 1.3M engagements
"Today's Key Events (All EST) 11/03/2025 09:45: US S&P Manufacturing PMI Final 10:00: US ISM Manufacturing PMI 12:00: Fed's Daly Speaks 14:00: Fed's Cook Speaks 15:00: US Treasury QRA Estimates Before Open 👇 02:00: Kosmos Energy 06:00: CNA Financial 06:00: Pediatrix Medical Group 06:00: Ares Management 06:30: Freshpet 06:30: IDEXX Laboratories 06:30: Liquidia Technologies 06:45: BioNTech $BNTX 06:50: Kontoor Brands 06:55: Affiliated Managers Group 07:00: Cipher Mining $CIFR 07:00: Axsome Therapeutics 07:00: Bruker 07:00: Krystal Biotech 07:00: TG Therapeutics 07:00: BioCryst Pharmaceuticals"
X Link 2025-11-03T07:38Z 126.2K followers, 18.5K engagements
"Today's Key Events (All EST) 11/04/2025 06:35: Fed's Bowman 08:55: US Redbook YoY Before Open 👇 05:00: Yum China $YUMC 06:00: Spotify $SPOT 06:00: Eaton 06:00: Leidos $LDOS 06:00: Stanley Black & Decker $SWK 06:00: Waters $WAT 06:00: Henry Schein $HSIC 06:00: Fortis 06:00: Ball 06:15: Vishay Precision Group 06:30: Molson Coors $TAP 06:30: Marathon Petroleum $MPC 06:30: Apollo Global Management $APO 06:30: EnPro Industries 06:30: Graphic Packaging 06:35: MPLX 06:45: Ferrari $RACE 06:45: Pfizer $PFE 06:45: TopBuild 06:45: Life Time Group 06:50: PJT Partners 06:55: Uber $UBER 06:55: Global"
X Link 2025-11-04T08:16Z 126.1K followers, 19.9K engagements
"$CAVA Group Q325 Earnings Highlights 🔹 Revenue: $292.2M (Est. $291.5M) 🟢; UP +20% YoY 🔹 Adj. EPS: $0.12 (Est. $0.13) 🟡 🔹 Same-Restaurant Sales: +1.9% (Est. +2.67%) 🔴 FY25 Guide (Cut): 🔹 Same-Restaurant Sales: +3% to +4% (Prior: +4% to +6%) 🔴 🔹 Restaurant-Level Margin: 24.4%24.8% 🔹 Adj. EBITDA: $148M$152M (Prior: $152M$159M) 🔴 🔹 Net New Openings: [----] Other Q3 Metrics: 🔹 Restaurant-Level Profit Margin: 24.6%; DOWN [----] bps YoY 🔹 Adj. EBITDA: $40.0M; UP +19.6% YoY 🔹 Net New Openings: +17; Total [---] restaurants (+18% YoY) 🔹 Digital Revenue Mix: 37.6% CEO Commentary Brett Schulman"
X Link 2025-11-04T21:12Z 126K followers, 15.5K engagements
"$UPST Upstart Holdings Q325 Earnings Highlights 🔹 Revenue: $277.1M (Est. $279.8M) 🟡; UP +71% YoY 🔹 Adj. EPS: $0.52 (Est. $0.42) 🟢; vs. ($0.06) YoY 🔹 Adj. EBITDA: $71.2M (Est. $56.3M) 🟢 FY25 Outlook 🔹 Revenue: $1.035B (Est. $1.056B) 🔴 🔹 Adj. EBITDA: $228M (Est. $220M) 🟢 🔹 GAAP Net Income: $50M (Prior: $35M) 🟢 Q425 Guidance 🔹 Revenue: $288M 🔹 Adj. Net Income: $52M 🔹 Adj. EBITDA: $63M 🔹 Contribution Margin: 53% Other Q3 Metrics: 🔹 Adj. EBITDA Margin: 26% (Est. 20.3%) 🟢; vs. 1% YoY 🔹 Contribution Profit: $147.4M (Est. $161.4M) 🔴; UP +44% YoY 🔹 Total Originations: $2.9B; UP"
X Link 2025-11-04T21:16Z 126.1K followers, 17.5K engagements
"$AXON Enterprise Q325 Earnings Highlights 🔹 Revenue: $711M (Est. $705M) 🟢 +31% YoY 🔹 Adj. EPS: $1.17 (Est. $1.52) 🔴 🔹 Adj. EBITDA: $177M (Est. $173M) 🟢 🔹 Axon Cloud Revenue: $305M +41% YoY 🔹 ARR: $1.3B +41% YoY Guide (FY25) 🔹 Revenue: $2.74B (Est. $2.72B) 🟢 🔹 Adj. EBITDA: $688M (Est. $688M) ⚪ 🔹 Q4 Outlook: Revenue $750$755M; EBITDA $178$182M Highlights 🔹 Seventh straight quarter of 30%+ revenue growth 🔹 Record ARR and Software & Services momentum 🔹 TASER revenue: $238M +17% YoY 🔹 Connected Devices: $405M +24% YoY 🔹 Software & Services gross margin: 74% 🔹 Net retention: 124%"
X Link 2025-11-04T21:38Z 126.2K followers, 29.3K engagements
"$LMND Lemonade Q325 Earnings Highlights 🔹 Revenue: $194.5M (Est. $184.9M) 🟢; UP +42% YoY 🔹 EPS (GAAP): ($0.51) (Est. ($0.70)) 🟢 🔹 Gross Earned Premium: $274.7M; +29% YoY 🔹 Customers: 2.87M; UP +24% YoY 🔹 In-Force Premium (IFP): $1.16B; UP +30% YoY 🔹 Premium per Customer: $403; UP +5% YoY Guidance 🔹 Q425 Revenue: $217222M (Est. $212.7M) 🟢 🔹 FY25 Revenue: $727732M (Est. $713.3M) 🟢 🔹 Q425 Adj. EBITDA: ($16)($13)M 🔹 Company reiterates positive FY25 Adj. FCF target; expects positive quarterly Adj. EBITDA in Q426. Q3 Segment: Car 🔹 IFP: $163M; 40% YoY 🔹 Gross Loss Ratio: 76%"
X Link 2025-11-05T10:19Z 126.3K followers, 154.4K engagements
"$ELF Beauty Q226 Earnings Highlights 🔹 Revenue: $343.9M (Est. $366M) 🔴; +14% YoY 🔹 Adju EPS: $0.68 (Est. $0.57) 🟢 🔹 Adj EBITDA: $66.2M (Est. $60M) 🟢 FY26 Guidance 🔹 Revenue: $1.55B$1.57B (Est. $1.65B) 🔴 🔹 Adj EPS: $2.80$2.85 (Est. $3.53) 🔴 🔹 Adjusted EBITDA: $302M$306M (Est. $347M) 🔴 Other Metrics 🔹 Net Sales Growth Streak: 27th consecutive quarter 🔹 Gross Margin: 69% (DOWN [---] bps YoY tariff impact) 🔹 Total Net Sales +14% YoY across retail + e-commerce channels 🔹 ARPU growth aided by pricing/mix 🔹 SG&A up meaningfully due to marketing + distribution spend 🔹 Cash: $194M"
X Link 2025-11-05T21:39Z 126.1K followers, 10.7K engagements
"LegalZoom $LZ is up around 30% after a strong beat-and-raise. Organic revenue growth accelerated for the second quarter in a row and subscription revenue has now accelerated for [--] straight quarters. Management is showing it can invest in growth while still expanding margins with record free cash flow this quarter. A lot of the earlier concerns around strategy formation volatility visibility and AI disruption are easing. https://twitter.com/i/web/status/1986379505846362399 https://twitter.com/i/web/status/1986379505846362399"
X Link 2025-11-06T10:25Z 125K followers, [----] engagements
"Today's Key Events 11/10/2025 No major economic events scheduled Before Open 👇 06:00: $DOLE 06:50: Barrick Mining $B 07:00: monday $MNDY 07:00: Village Farms 07:00: EVgo $EVGO 07:00: Akebia Therapeutics 07:00: CEVA 07:00: BKV Corporation 07:00: Interpublic Group $IPG 07:00: Roivant Sciences 07:00: Starwood Property Trust 07:00: eToro Group $ETOR 07:00: Compugen 07:00: Howard Hughes Holdings 07:00: Enviri Corporation 07:00: Powerfleet 07:00: Immunovant 07:00: Kamada 07:05: Pagaya Technologies $PGY 07:05: uniQure 07:10: Camtek 07:15: Bitdeer Technologies $BTDR 07:30: Surgery Partners $SGRY"
X Link 2025-11-10T06:05Z 126.2K followers, 22K engagements
"Robinhood $HOOD is working on a way for everyday investors to get exposure to private AI startups per FT. The plan is to offer a tradeable fund run by Robinhood Ventures that would hold a small group of best-in-class private AI companies and could use leverage. This would let retail investors invest in names that have mostly been limited to VCs and institutions but the fund would be closed-end meaning money could be locked up and losses could go to zero. https://twitter.com/i/web/status/1987850552303321188 https://twitter.com/i/web/status/1987850552303321188"
X Link 2025-11-10T11:51Z 126.1K followers, 101.4K engagements
"Pulte: Currently reviewing a potential deal with Fair Isaac $FICO on implementing their new credit score"
X Link 2025-11-10T18:10Z 126.1K followers, 12.5K engagements
"Today's Key Events (All EST) 11/11/2025 06:00: US NFIB Business Optimism Index 08:55: US Redbook YoY All-Day: Several Fed speakers Before Open 👇 B.O: Nebius Group $NBIS B.O: Hesai Group $HSAI B.O: Fermi $FRMI 06:00: Orla Mining 06:05: AngloGold Ashanti $AU 06:30: Sea Limited $SE 06:45: Commercial Vehicle Group 07:00: Ceragon Networks 07:00: KalVista Pharmaceuticals 07:20: Endava $DAVA 07:30: Brainsway 07:30: Palvella Therapeutics 08:00: PodcastOne 08:30: Consolidated Water 08:30: Consumer Portfolio Services 09:00: Workhorse Group After Hours 👇 16:00: Amdocs $DOX 16:05: LightPath"
X Link 2025-11-11T06:05Z 126.2K followers, 19.6K engagements
"$CRCL Circle Internet Q325 Earnings Highlights 🔹 Revenue: $740M (Est. $699.6M) 🟢; UP +66% YoY 🔹 EPS: $0.64 (Est. $0.18) 🟢 🔹 Stablecoin Market Share: 29%; UP +643 bps YoY FY25 Guide: 🔹 Adj Operating Expenses: $495M$510M (Prior $475M$490M) 🔴 🔹 Other Revenue: $90M$100M (Prior $75M$85M) 🟢 🔹 RLDC Margin: 38% (Prior 36%38%) 🟢 Segment: 🔹 USDC in Circulation: $73.7B; UP +108% YoY 🔹 Average USDC in Circulation: $67.8B; UP +97% YoY 🔹 Reserve Return Rate: 4.2%; DOWN [---] bps YoY 🔹 USDC Minted: $79.7B; UP +128% YoY 🔹 USDC Redeemed: $67.3B; UP +112% YoY 🔹 USDC on Platform end of period:"
X Link 2025-11-12T12:24Z 126.3K followers, 46.3K engagements
"$CSCO Cisco Q126 Earnings Highlights 🔹 Revenue: $14.9B (Est. $14.73B) 🟢; UP +8% YoY 🔹 Adj EPS: $1.00 (Est. $0.98) 🟢; UP +10% YoY FY26 Guide: 🔹 Revenue: $60.2B$61.0B (Prior $59B$60B) 🟢 🔹 Adj EPS: $4.08$4.14 (Prior $4.00$4.06) 🟢 Q2 Guide: 🔹 Revenue: $15.0B$15.2B (Est. $14.72B) 🟢 🔹 Gross Margin (Non-GAAP): 67.5%68.5% (Est. 68.2%) 🟡 🔹 EPS (Non-GAAP): $1.01$1.03 Q1 Segment: 🔹 Product Revenue: $11.08B; UP +10% YoY 🔹 Services Revenue: $3.81B; UP +2% YoY 🔹 Networking: $7.77B; UP +15% YoY 🔹 Security: $1.98B; DOWN -2% YoY 🔹 Collaboration: $1.06B; DOWN -3% YoY 🔹 Observability: $0.27B;"
X Link 2025-11-12T21:09Z 126.1K followers, 19.1K engagements
"$FLUT Flutter Entertainment Q325 Highlights 🔹 Revenue: $3.794B (Est. $3.89B) 🟡; UP +17% YoY 🔹 Adj EBITDA: $478M; UP +6% YoY 🔹 Adj EPS: $1.64; UP +29% YoY 🔹 Net Loss: ($789M); driven by $556M India impairment and $205M Boyd payment 🔹 AMPs: 14.133M; UP +9% YoY FY25 Guidance: 🔹 Group Revenue: $16.69B 🔹 US Revenue: $7.17B (Est. $7.47B) 🔴 🔹 Adj EBITDA: $2.915B Q3 US: 🔹 Revenue: $1.368B; UP +9% YoY 🔹 iGaming Revenue: UP +44% YoY 🔹 Sportsbook Revenue: DOWN -5% YoY; handle UP +6% YoY 🔹 Adjusted EBITDA: $51M; DOWN -12% YoY Q3 International: 🔹 Revenue: $2.426B; UP +21% YoY 🔹 Adjusted"
X Link 2025-11-12T21:17Z 126.3K followers, 12.4K engagements
"Peter Lynch on stock market sell-offs:"
X Link 2025-11-13T20:20Z 126K followers, 150K engagements
"AI STRESS TEST WEEK AS NVIDIA REPORTS: Mon: $XPEV $ARBE $TCOM Tues: $HD $BIDU $PDD $MDT $FUTU $KLAR $POWL $LZB Wed: $TGT $LOW $TJX $WIX $GLBE $BLSH $NVDA $PANW $CENC Thu: $WMT $ZIM $NTES $BBWI $VNET $INTU $BULL $GAP $ESTC $ROST Fri: $BJ $MNSO"
X Link 2025-11-16T15:44Z 126.2K followers, 33.2K engagements
"Billionaire investor Peter Thiel fully exited Nvidia $NVD in Q3 selling all 537k shares that were nearly 40% of his fund per his latest 13F. Thiel Macro has cut US equity holdings from about $212m to $74m and is now basically parked in Tesla Microsoft and Apple"
X Link 2025-11-16T22:21Z 126.2K followers, 1.3M engagements
"Archer $ACHR has signed its first deal to supply its electric powertrain to third parties starting with Anduril and EDGE for the new Omen autonomous air vehicle. The UAE already committed to [--] units. This opens a new revenue stream for Archer and validates the value of its Midnight eVTOL powertrain tech which the company now plans to scale across commercial and defense use cases. https://twitter.com/i/web/status/1990576801945616504 https://twitter.com/i/web/status/1990576801945616504"
X Link 2025-11-18T00:24Z 126.1K followers, 22.8K engagements
"Nvidia $NVDA Q3'26 Earnings Highlights 🔹 Revenue: $57.01B (Est. $55.19B) 🟢; UP +62% YoY; UP +22% QoQ 🔹 Adj EPS: $1.30; UP +60% YoY; UP +24% QoQ 🔹 Data Center Revenue: $51.2B (Est. $49.34B) 🟢; UP +66% YoY; UP +25% QoQ Q4'26 Guide: 🔹 Revenue: $65.0B 2% (Est. $61.98B) 🟢 🔹 GAAP Gross Margin: 74.8% 50bps 🔹 Adj Gross Margin: 75.0% 50bps 🔹 GAAP OpEx: $6.7B 🔹 Adj OpEx: $5.0B Segment Revenue: 🔸 Blackwell platform: record data center demand with Blackwell delivering the highest performance and 10x throughput per megawatt vs prior gen in SemiAnalysis InferenceMAX benchmarks 🔹 Gaming: $4.3B"
X Link 2025-11-19T21:25Z 126.2K followers, 172.9K engagements
"61% of Nvidia $NVDA Q3 revenue came from just [--] customers: $12.54B Customer A (22%) $8.55B Customer B (15%) $7.41B Customer C (13%) $6.27B Customer D (11%) So who are A B C D in your view"
X Link 2025-11-19T22:03Z 125K followers, 296.7K engagements
"$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next [--] years"
X Link 2025-11-19T22:22Z 125K followers, 34.7K engagements
"Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia"
X Link 2025-11-19T23:23Z 125K followers, 29.5K engagements
"$VNET Q3'25 Earnings Highlights 🔹 Revenue: RMB2.58B (Est. RMB2.40B) 🟢 🔹 EPS: (RMB1.14) (Est. RMB0.09) 🔴 🔹 Sees FY'25 Revenue: RMB9.55BRMB9.87B (Est. RMB9.56B) 🟡"
X Link 2025-11-20T09:37Z 126K followers, [----] engagements
"Bear Cave put out a short report on Sportradar $SRAD arguing investors overrate its business quality and moat and highlighting rising competition pressure from prediction markets and allegations the company helps facilitate the same crooked gambling it claims to police"
X Link 2025-11-20T15:42Z 126.1K followers, 10.7K engagements
"PENTAGON SAID ALIBABA $BABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES"
X Link 2025-11-26T18:13Z 125.4K followers, 25.5K engagements
"FT report that Alibaba and ByteDance are now training their newest AI models in Southeast Asian data centers to keep access to Nvidia $NVDA chips after the U.S. banned H20 sales to China in April [----]. They are leasing compute from non-Chinese operators in places like Singapore and Malaysia which lets them stay within export rules while still using top-tier GPUs. DeepSeek is the outlier having stockpiled Nvidia chips to train at home and is now working with Huawei and other local players on the next wave of Chinese AI chips. https://twitter.com/i/web/status/1994086503354703998"
X Link 2025-11-27T16:50Z 125.4K followers, 87.4K engagements
"Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day average and 17% above the Nov [--] close. All stock no financing contingency with a response requested by Dec 22"
X Link 2025-12-01T11:34Z 125.4K followers, [----] engagements
"Today's Key Events (All EST) 12/02 08:55: US Redbook YoY 10:00: Fed's Bowman Testifies to House 14:00: President Trump to make a big announcement Before Open 👇 06:00: Bank of Nova Scotia $BNS 06:50: Signet Jewelers $SIG 07:00: United Natural Foods $UNFI After Hours 👇 16:05: Marvell Technology $MRVL 16:10: CrowdStrike $CRWD 16:05: GitLab $GTLB 16:05: Pure Storage $PSTG 16:05: American Eagle Outfitters $AEO 16:00: Okta $OKTA 16:05: Asana $ASAN 16:05: Box $BOX 16:15: Leslie's $LESL https://twitter.com/i/web/status/1995755561799799120 https://twitter.com/i/web/status/1995755561799799120"
X Link 2025-12-02T07:22Z 126K followers, 13.3K engagements
"Turing CEO Jonathan Siddharth says the era of data labeling companies is over arguing labs now need AI training partners that act as research accelerators building RL-style environments that mirror real human workflows. $INOD $TASK"
X Link 2025-12-02T09:00Z 126.1K followers, 22.7K engagements
"$IBM CEO says that at todays costs it takes about $80B to build & fill a [--] GW AI data center so the [---] GW of announced capacity implies roughly $8T of capex & no way youre going to get a return on that since youd need about $800B of profit just to pay for the interest"
X Link 2025-12-02T11:27Z 126.1K followers, 1.5M engagements
"Canaccord Genuity Reiterates Buy Rating on $NWL PT $7 Analyst comments: "On Monday we hosted investor meetings in Boston with Newell Brands management team including CEO Christopher Peterson and CFO Mark Erceg. The wide-ranging conversations demonstrated a management team that remains confident despite a difficult year and pleased with the progress made in its turnaround now two and a half years underway. Most investors expected more of a doom-and-gloom mood and came away pleasantly surprised. The meetings were well timed as the company announced a workforce reduction of approximately 10% of"
X Link 2025-12-03T11:27Z 126.2K followers, [----] engagements
"Alaska Air Group $ALK cut its Q4 [----] EPS guide to about $0.10 from at least $0.40 citing roughly $0.25 hit from an October IT/cloud outage about $0.15 from shutdown-driven FAA flight cuts (600 cancellations [-----] passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends. https://twitter.com/i/web/status/1996334273645961684 https://twitter.com/i/web/status/1996334273645961684"
X Link 2025-12-03T21:42Z 126.3K followers, [----] engagements
"$SOFI TECHNOLOGIES TO OFFER $1.5B OF SHARES"
X Link 2025-12-04T21:19Z 126.1K followers, 23.9K engagements
"THE S&P INDEX $SPY IS REBALANCING CRH $CRH Carvana $CVNA and Comfort Systems USA $FIX will join the S&P [---] replacing LKQ $LKQ Solstice Advanced Materials $SOLS and Mohawk Industries $MHK. Pinterest $PINS Booz Allen $BAH SPX Technologies $SPXC and others move into the S&P MidCap [---] while $PRIM $CWST $INDV $HE $LKQ $SOLS and $MHK shift to the S&P SmallCap [---]. Effective: Before the market opens on Dec [--] [----]. Heres the full list of rebalancing changes 👇 https://twitter.com/i/web/status/1997071339279237524 https://twitter.com/i/web/status/1997071339279237524"
X Link 2025-12-05T22:31Z 126.2K followers, 44.9K engagements
"Unilever $UL shares are trading lower as its ice cream spin off The Magnum Ice Cream Co debuted at about [---] billion in Amsterdam below some earlier analyst valuation ranges with shareholders getting [--] $MICC share for every [--] Unilever shares and JPMorgan flagging roughly [--] million Magnum shares of potential forced selling since it is unlikely to make it into major FTSE or Stoxx indices. https://twitter.com/i/web/status/1997955162791456988 https://twitter.com/i/web/status/1997955162791456988"
X Link 2025-12-08T09:03Z 126.1K followers, [----] engagements
"Barclays on Housing / Building Products: $SITE: Upgraded to Equalweight PT $134 (from $120) $KBH: Upgraded to Overweight PT $71 (from $49) $COMP: Upgraded to Overweight PT $13 (from $9) $SKY: Upgraded to Overweight PT $100 (from $79) $MAS: Downgraded to Equalweight PT $71 (from $76) $LEN: Downgraded to Underweight PT $98 (from $95) https://twitter.com/i/web/status/1997957309776245151 https://twitter.com/i/web/status/1997957309776245151"
X Link 2025-12-08T09:11Z 125.7K followers, [----] engagements
"$MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium [--] and [--] designs to Alchip which they see behind the slowdown to 20% XPU growth in [----] and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also reported last friday that Microsoft is shifting its custom chip design work from Marvell to Broadcom. https://twitter.com/i/web/status/1997997672679260289 https://twitter.com/i/web/status/1997997672679260289"
X Link 2025-12-08T11:52Z 126.2K followers, 49.1K engagements
"Infinity Natural Resources $INR is buying Ohio Utica upstream and midstream assets from Antero $AR / $AM for $1.2B then selling 49% to $NOG for $588M and keeping 51%. The deal adds 71K net acres [---] mmcfe/d 110+ undeveloped laterals [---] Bcf of undeveloped reserves plus gathering and water infrastructure funded with cash and an upsized credit line and targeting about $25M in [----] synergies. https://twitter.com/i/web/status/1998000153610060137 https://twitter.com/i/web/status/1998000153610060137"
X Link 2025-12-08T12:02Z 126.1K followers, [----] engagements
"Raymond James Publishes Annual Analyst Best Picks List for 2026: Boston Scientific $BSX $CDW Chubb $CB Coherent $COHR Construction Partners $ROAD Crown Castle $CCI DoorDash $DASH Expand Energy Corporation $EXE First Citizens Bancshares $FCNCA Globe Life $GL Intercontinental Exchange $ICE Jack Henry $JKHY Karman Space & Defense $KRMN Mohawk Industries $MHK nCino $NCNO NRG Energy $NRG Public Storage $PSA Shake Shack $SHAK https://twitter.com/i/web/status/1998339446643753397 https://twitter.com/i/web/status/1998339446643753397"
X Link 2025-12-09T10:30Z 126.3K followers, 49.4K engagements
"EssilorLuxottica is down 4.4% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up [----] AI glasses plans with Warby Parker $WRBY"
X Link 2025-12-09T11:23Z 125.5K followers, [----] engagements
"$CGNT Q3'26 Earnings Snapshot 🔹 Revenue: $100.7M (Est. $99.58M) 🟢 🔹 EPS: $0.03 (Est. $0.01) 🟢 FY26 Guide: 🔹 Revenue: $400M (Est. $396M) 🟢 🔹 EPS: $0.24 (Est. $0.20) 🟢"
X Link 2025-12-09T12:08Z 126.2K followers, [----] engagements
"TSMC is lifting its CoWoS advanced packaging outlook with local Taiwanese trade press now pegging [----] capacity at about 127k wafers per month and non-TSMC providers near 40k. $NVDA is expected to reserve more than half of TSMC CoWoS volume through 2026-27 with Broadcom AMD and new ASIC customers like MediaTek taking much of the remaining share"
X Link 2025-12-10T10:06Z 126.3K followers, 16.3K engagements
"$DQ $CSIQ $JKS Chinas big polysilicon makers are forming a JV called Beijing Guanghe Qiancheng with 3b yuan in capital to tackle solar overcapacity per Bloomberg. Tongwei GCL Tech and Daqo plan to use it to buy and shut over 1m tons of capacity via a $7b fund though Daiwa doubts it will fully stabilize prices in [----]. https://twitter.com/i/web/status/1998705990481621088 https://twitter.com/i/web/status/1998705990481621088"
X Link 2025-12-10T10:46Z 126.2K followers, [----] engagements
"UBS Initiates Coverage on $PRCT with Buy Rating PT $62 Analyst comments: "We initiate on PRCT with a Buy as our KOL checks and market analysis give us conviction in utilization growth in '26/'27 and we see the recent sell-off as a buying opportunity. Our U.S. utilization growth estimates of 10% growth in [----] and at least LSD growth thereafter put us 2% and 1% ahead of overall consensus sales in [----] and [----]. We believe PRCTs sharpened focus on driving utilization on the existing installed base underpenetrated procedure/system placement TAM and mix-driven margin expansion are"
X Link 2025-12-12T09:05Z 125.4K followers, [----] engagements
"Constellation Energy $CEG just won Energy Deal of the Year for its 20Yr PPA with Microsoft that brought the Crane nuclear unit in PA back online to supply [---] MW of carbon free power to MSFT data centers in PJM. This should create [----] jobs add over $16B to PA GDP & generate more than $3B in taxes. https://twitter.com/i/web/status/1999481775568085188 https://twitter.com/i/web/status/1999481775568085188"
X Link 2025-12-12T14:09Z 126.3K followers, 18.3K engagements
"UBS Initiates Coverage on $WAY with Buy Rating PT $41 Analyst comments: "Waystar is a leading cloud-native revenue cycle management platform positioned to capture a multi-year secular shift toward automation electronic transactions and AI-enabled workflows across provider organizations. Based on our analysis of WAYs results and competitive positioning its acquisition of Iodine and the accelerating adoption of AI in revenue cycle management we expect low-double-digit topline and low- to mid-teens EBITDA growth with our adjusted EBITDA estimates 34% ahead of consensus. Our numbers may prove"
X Link 2025-12-15T11:04Z 125.6K followers, [----] engagements
"Stifel says after [---] years of freight doldrums the supply side is finally tightening and the bottom in transport earnings is likely in assuming demand holds. Their preferred U.S. transport plays are $GXO $XPO $CHRW $ODFL $HUBG and $KNX citing a mix of quality secular growth margin self-help and leverage to capacity tightening. https://twitter.com/i/web/status/2000889263597261007 https://twitter.com/i/web/status/2000889263597261007"
X Link 2025-12-16T11:22Z 126.3K followers, 10.3K engagements
"Circle Internet $CRCL shares are moving higher after Visa said US issuers and acquirers can now settle with Visa in USDC starting with Cross River and Lead Bank on Solana and broader rollout through 2026"
X Link 2025-12-16T14:56Z 126.3K followers, 27.2K engagements
"APOLLO GLOBAL MANAGEMENT $APO IS WEIGHING A POTENTIAL UP TO $12B SALE OF ATLAS AIR - BBG"
X Link 2025-12-16T18:34Z 126.2K followers, [----] engagements
"Bankrupt Spirit Airlines is in talks to merge with $ULCC Frontier per Bloomberg. A deal could be announced as soon as this month but isnt guaranteed as both ultra-low-cost carriers grapple with higher costs and pressure from bigger U.S. airlines"
X Link 2025-12-16T22:30Z 126.1K followers, [----] engagements
"$KKR nearing multibillion-pound deal to sell up to half of its UK waste management group Viridor to Equitix - FT"
X Link 2025-12-17T14:38Z 125.3K followers, [----] engagements
"Citizens Upgrades $CORZ to Market Outperform from Market Perform PT to $30 Analyst comments: "We are upgrading the shares of Core Scientific to Market Outperform from Market Perform and are establishing a price target of $30 per share which represents 19x estimated [----] EV/EBITDA reflecting the companys robust growth prospects. We believe CORZ's power pipeline provides a solid foundation to secure additional high-performance computing (HPC) lease agreements with new customers beyond CoreWeave (CRWV Market Outperform $180 price target) enabling the company to capture the accelerating demand"
X Link 2025-12-18T09:33Z 126.3K followers, [----] engagements
"Birkenstock $BIRK shares are falling after the company guided FY26 BELOW expectations w/ revenue seen at 2.302.35B vs 2.39B est and adj. EBITDA at least 700M vs 757.8M citing tariff pressure & a [---] bps hit to margin (FY26 GM guided to 57%57.5% vs 59.1% last year)"
X Link 2025-12-18T11:58Z 125K followers, [----] engagements
"onsemi $ON said its partnering with GlobalFoundries $GFS to develop and manufacture GaN power devices on GFs 200mm eMode GaN-on-silicon process starting with 650V parts. Expects customer sampling in the first half of 2026"
X Link 2025-12-18T13:54Z 126.2K followers, [----] engagements
"Cognizant $CTSH said it signed a multi-year AI partnership with Microsoft to co-build and jointly sell enterprise AI solutions across sectors like financial services healthcare retail and manufacturing"
X Link 2025-12-18T14:13Z 126.1K followers, [----] engagements
"$GOOGL's CapitalG and $NVDA's NVentures backed Swedish vibe coding startup Lovable in a $330M Series B that values the company at $6.6B. The round was led by CapitalG and Menlo Ventures and it more than tripled Lovables valuation from its July round. Lovable said the new funding brings its total raised in [----] to over $500M. Lovable uses AI models from providers like OpenAI and Anthropic to let users build apps and websites with text prompts and it reported $200M in annual recurring revenue in November. https://twitter.com/i/web/status/2001665648041300468"
X Link 2025-12-18T14:47Z 126.3K followers, 11.2K engagements
"S&P Global Market Intelligence says data center deal value hit a record in [----] with over $61B in transactions and 100+ deals in the first [--] months. Funding is leaning more on debt: S&P pegs [----] debt issuance at $182B vs $92B last year with Meta and Google among the biggest issuers. S&P still expects AI-driven demand and M&A to stay strong into [----] even as investors worry about valuations and how the buildout is being financed. https://twitter.com/i/web/status/2001952280082616405 https://twitter.com/i/web/status/2001952280082616405"
X Link 2025-12-19T09:46Z 126.1K followers, [----] engagements
"Lamb Weston $LW down 25% today despite reaffirming sales outlook as mgmt flagged profit pressure from discounting + higher intl manufacturing costs and guided FY EBITDA toward the midpoint of $1.0B$1.2B vs $1.17B Street. FY26 rev guide $6.35B$6.55B (cons $6.52B)"
X Link 2025-12-19T17:28Z 126.3K followers, [----] engagements
"Clearwater Analytics $CWAM is being taken private in an $8.4B deal (including debt) led by Permira and Warburg Pincus with Francisco Partners and Temasek also participating. Shareholders get $24.55/share cash. Deal is targeted to close in 1H26 & includes a go-shop through Jan. [--] [----]. https://twitter.com/i/web/status/2003054552912937248 https://twitter.com/i/web/status/2003054552912937248"
X Link 2025-12-22T10:46Z 125.4K followers, 14.8K engagements
"Howmet $HWM is buying Stanley Black & Deckers $SWK aerospace fastener unit Consolidated Aerospace Manufacturing for $1.8B cash. Howmet expects CAM to do about $485M to $495M of FY26 revenue with 20%+ adj. EBITDA margin pre-synergies and says tax benefits plus synergies put the deal at 13x FY26 adj. EBITDA. Stanley says itll use proceeds to pay down expected to close in 1H26. http://debt.Deal http://debt.Deal"
X Link 2025-12-22T13:52Z 126.3K followers, [----] engagements
"TD Cowen Upgrades $AME to Buy from Hold Raises PT to $230 from $180 Analyst comments: "Upgrade to Buy - Momentum medical and M&A. AME is executing well at a time when exposures broadly provide both support and optionalitymarkets that are doing well and should sustain (utility) ones that are strong and should accelerate (commercial aerospace) and ones poised to improve off weaker levels/slower growth (medical automation). The FARO deal is a perfect encapsulation of AMEs core and is refreshing post Paragon (fixed now but a challenging start)." Analyst: Joseph Giordano"
X Link 2025-12-23T11:06Z 126.1K followers, [----] engagements
"Raymond James Downgrades $KBH to Market Perform from Outperform Analyst comments: "We are downgrading our rating on KB Home following disappointing 4Q25 results and our broader concerns over potential near-term risks as KBH pivots back to a primarily build-to-order operating strategy while its entry-level competitors are still aggressively clearing spec inventory with mortgage-rate buydowns. From a pricing-transparency perspective we suspect many KBH customers may appreciate the simplified selling process and KBHs renewed focus on personalized upgrades/options on build-to-order homes that can"
X Link 2025-12-24T10:05Z 126.1K followers, [----] engagements
"TeraWulf $WULF said its JV subsidiary Flash Compute closed a $1.3B private offering of 7.250% senior secured notes due Dec. [--] [----] issued at par to help fund construction of the Abernathy Texas HPC data center campus"
X Link 2025-12-29T21:20Z 125.5K followers, 12K engagements
"Top [--] U.S. IPOs in December by returns: $FJET +245% $ANDG +55% $MDLN +40% STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk"
X Link 2025-12-30T18:26Z 126.3K followers, 14.1K engagements
"Here are the worst-performing S&P [---] stocks of 2025: $TTD -68% $FISV -67% $ARE -50% $DECK -49%"
X Link 2025-12-31T18:00Z 126.1K followers, 13.3K engagements
"Clear Street: 'Our top [----] stock picks are American Superconductor $AMSC for Energy Transition and Magnolia Oil & Gas $MGY for Energy We believe there is a good setup for continued valuation multiple expansion and EBITDA estimate upgrades during [----] for several of our other coverage stocks. We expect not a single theme to be the clear winner of outperformance in [----] but instead multiple re-rating opportunities. We anticipate power load growth constraint solutions to continue as attractive investments and Oil & Gas stocks to re-rate in 2026."
X Link 2026-01-02T11:48Z 126.3K followers, [----] engagements
"Quanta $PWR says it will spend about $502M to buy three Bloom Energy $BE fuel cell microgrid systems for its California plants (B16 B18 B19) aiming to lock in reliable power for production as data center demand keeps climbing"
X Link 2026-01-02T13:46Z 126.1K followers, 32.3K engagements
"Barclays (Jan 5): Upgrades $MBLY ➝ Overweight (PT $16) $PCOR ➝ Overweight (PT $90) $CFG ➝ Overweight (PT $77) Downgrades $TFC ➝ Underweight (PT $56) $STT ➝ Equalweight (PT $152) $RPD ➝ Underweight (PT $15)"
X Link 2026-01-05T08:13Z 126.1K followers, [----] engagements
"UPGRADES: $ROKU (Arete) ➝ Buy PT $132 $TCMD (Piper) ➝ Overweight PT $35 (from $20) $SGHT (Piper) ➝ Overweight PT $9 (from $5) $ARM (ODDO BHF) ➝ Outperform PT $170 $WBI (Raymond James) ➝ Strong Buy PT $30 $SUN (Raymond James) ➝ Strong Buy PT $70 $KNTK (Raymond James) ➝ Outperform PT $46 $EE (Raymond James) ➝ Strong Buy PT $36 $CHD (Raymond James) ➝ Outperform PT $100 https://twitter.com/i/web/status/2008100967242481768 https://twitter.com/i/web/status/2008100967242481768"
X Link 2026-01-05T08:59Z 126.2K followers, 11K engagements
"Honda $HMC signed an MOU with Princeton NuEnergy to work on lithium-ion battery recycling building on validation work since 2022"
X Link 2026-01-05T13:10Z 126.3K followers, [----] engagements
"MultiTech picked Sequans $SQNS as its modem partner for new embedded cellular platforms. Theyll start with Sequans Calliope [--] LTE Cat 1bis for IoT devices with a roadmap to 5G (eRedCap)"
X Link 2026-01-05T13:11Z 126.2K followers, [----] engagements
"Allegro $ALGM launched its Power-Thru SiC gate driver chipset for 800V power designs in AI data centers EVs and clean energy. Its designed to eliminate external isolated bias supplies cut BOM/footprint and improve noise performance. Allegro says it reduces common-mode capacitance up to 15x and improves EMI by 20dB vs a competitor. https://twitter.com/i/web/status/2008198895885819930 https://twitter.com/i/web/status/2008198895885819930"
X Link 2026-01-05T15:28Z 126.3K followers, [----] engagements
"Evercore ISI Reiterates Outperform Rating on Centrus Energy with $390 PT; 'Happy $LEU Year' Analyst Comments: "Earlier today the Department of Energy announced it is awarding $900M each to Centrus Energy General Matter and a subsidiary of Orano SA. The long-awaited announcement should be viewed as a positive for the nuclear industry as the need to build out a domesticated nuclear fuel supply chain is paramount to executing on a nuclear renaissance in the United States which we further opined on in our [----] Outlook. While a positive for the industry as a whole we believe the $900M award"
X Link 2026-01-05T17:32Z 126.2K followers, 11.1K engagements
"Veeva $VEEV board approved a $2B Class A share repurchase program. Runs [--] years and can be executed via open market private deals or 10b5-1 plans. CFO Brian Van Wagener cited robust cash generation and financial outperformance"
X Link 2026-01-05T21:40Z 126.3K followers, [----] engagements
"AB InBev $BUD is buying back the 49.9% stake in its US metal container plants from an Apollo led investor group for about $3B funded with cash on hand. Note: AB InBev sold the stake for $3B back in [----] to help pay down SABMiller deal debt"
X Link 2026-01-06T08:29Z 126.3K followers, [----] engagements
"UBS Downgrades $SG to Neutral from Buy PT $7.50 Analyst comments: "We are downgrading SG from Buy to Neutral given: (1) our expectation that store traffic and sales will take time to inflect positively as macro pressures are likely to persist into [----] and key customer cohorts are likely to remain challenged (i.e. younger consumers); (2) slower net unit growth cadence at least in [----] as management shifts focus toward capital preservation and investment to improve same-store sales across the existing system; and (3) pressured margins due to sales deleverage. We believe SG could see greater"
X Link 2026-01-06T09:18Z 125.5K followers, [----] engagements
"Stifel Raises $MCHP PT to $80 from $75 - Buy "Our investment thesis on Microchip Technology is centered on three key themes: (1) MCHP has established a highly diversified high-performance analog and embedded computing business model with an impressively diverse revenue base across multiple metrics including: (a) geography (fiscal 2Q26: 50.6% Asia 29.7% Americas 19.7% Europe); (b) product line (fiscal 1Q26: 51.3% MCUs 28.2% analog 20.6% other (including FPGAs) each with multiple sub-categories; and (c) end market (FY25: 48% industrial 19% data center/computing 16% auto 8% communications and 9%"
X Link 2026-01-06T09:49Z 126.2K followers, [----] engagements
"$PCAR $CMI $ALSN $ETN Morgan Stanley: "December ACT Class [--] orders came in at 42.7k units +16% YoY +118% MoM. Class [--] orders increased YoY for the first time all year significantly beating expectations and suggesting upside to [----] market outlooks"
X Link 2026-01-06T09:55Z 125.7K followers, [----] engagements
"William Blair Upgrades $MDT to Outperform from Market Perform Analyst comments: "As we head into the new year we are taking a fresh look at some of our ratings which leads us to our upgrade of Medtronic to an Outperform rating. Our long-time Market Perform rating hinged on a business that was too large and not differentiated enough to durably hit its goals of delivering consistent high-single-digit EPS growth. Exiting calendar [----] Medtronic is ramping up several new products with many more in the pipeline. At the same time the company is moving forward with the planned spin-off of its"
X Link 2026-01-06T10:10Z 126.1K followers, [----] engagements
"BofA Securities Downgrades $ULCC to Underperform from Neutral Lowers PT to $4 from $5 Analyst comments: "Capacity: Our 4Q25 capacity forecast of +0.5% is maintained remaining slightly above consensus of +0.2% and in line with current schedules. Capacity expectations for [----] also remain unchanged with +8.0% growth anticipated as ULCCs utilization increases. Growth is expected to resume in 2Q26 as we see 1Q26 capacity down -1.0% consistent with current schedules. This compares with consensus expectations of -0.7% in 1Q26 and +7.0% for the full year. Revenues: We adjust our 4Q25 unit revenue"
X Link 2026-01-06T11:19Z 125.5K followers, [----] engagements
"BofA Double Upgrades $REGN to Buy from Underperform Raises PT to $860 from $627 Analyst comments: "Our bullish view is driven by multiple factors: (1) our prior Underperform thesis around Eylea SD has played out in our view as consensus estimates have come down; (2) we are more bullish on Eylea HDs potential in light of multiple label updates and we are now meaningfully higher versus consensus; (3) potential for further upside from Dupixent (shared with Sanofi); (4) potential upside from the pipeline in [----] including the Phase [--] fianlimab (LAG-3) melanoma readout in 1H26; (5) potential for"
X Link 2026-01-07T11:15Z 125.5K followers, [----] engagements
"Boeing $BA and Alaska Air $ALK announced Alaskas largest-ever aircraft order: [---] 737-10s with options for [--] more plus [--] [---] Dreamliners to support long-haul growth to Europe and Asia. The deal takes Alaskas [---] MAX order book to [---] planes as they mark 60Yrs of partnership"
X Link 2026-01-07T14:07Z 126.3K followers, 11.3K engagements
"Bloomberg: Blue $OWL is letting investors redeem up to 17% of Blue Owl Technology Income Corp.s net assets about $685M according to a regulatory filing. Thats well above the prior 5% quarterly redemption cap and comes as investor outflows pick up"
X Link 2026-01-07T17:42Z 126K followers, [----] engagements
"$INVH $AMH $OPEN $BX FALLS ON TRUMP PUSH TO BAN INSTITUTIONAL INVESTORS FROM BUYING SINGLE-FAMILY HOMES"
X Link 2026-01-07T17:58Z 126.3K followers, 27K engagements
"Piper Sandler (Alexander Potter) upgrades: $F: Neutral Overweight PT $16 $APTV: Neutral Overweight PT $103 $STLA: Neutral Overweight PT $15 $GM: Neutral Overweight PT $98"
X Link 2026-01-08T09:44Z 125K followers, [----] engagements
"Wolfe Research Downgrades $TOST to Peerperform from Outperform Analyst comments: "While we continue to appreciate TOSTs enhanced execution and best-in-class restaurant offerings we are downgrading shares to Peerperform. We see the company entering [----] with healthy momentum driven by continued penetration of the core and increasing contributions from the new TAMs. That said competition in the restaurant POS space continues to increase as peers invest in tech and GTM. TOST is actively investing to solidify its market leadership likely leading to less margin expansion in [----] (though this could"
X Link 2026-01-08T09:56Z 126.1K followers, [----] engagements
"AtaiBeckley $ATAI set [----] milestones ahead of JPM: BPL-003 TRD Phase [--] guidance in Q126 and planned Phase [--] start in Q226 after FDA End-of-Phase [--]. VLS-01 (DMT buccal film) Phase [--] topline due H226. EMP-01 (oral R-MDMA) Phase 2a topline due Q126. Runway expected into 2029"
X Link 2026-01-08T12:06Z 126.1K followers, [----] engagements
"$META signed nuclear power agreements to support data center demand in the PJM region. $OKLO says Meta can prepay for power tied to a planned [---] gigawatt project in Pike County Ohio with a first phase targeted for [----] and expansion through [----]. Vistra $VST says it signed [--] year PPAs totaling [-----] gigawatts including [-----] gigawatts from Perry and Davis Besse plus [-----] gigawatts of uprates across Perry Davis Besse and Beaver Valley with deliveries starting in late [----] and ramping through [----]. https://twitter.com/i/web/status/2009582518035787907"
X Link 2026-01-09T11:06Z 126.1K followers, 42.1K engagements
"KeyBanc Reiterates $BROS at Overweight PT $77 Analyst comments: "Overall we believe investors generally agreed with our view that Dutch Bros is among the cleanest restaurant stories for [----] with clearly defined idiosyncratic drivers. Surprisingly valuation rarely came up in our conversations if at all as we think bulls are looking for top-line momentum to drive stock outperformance even following a year when BROS posted the best performance among the restaurants group (+17% in [----] vs. our broader restaurants coverage -3% on a market cap-weighted basis and the S&P [---] of +16%). While still"
X Link 2026-01-09T13:02Z 126.2K followers, [----] engagements
"Nano Nuclear $NNE said a federal judge in SDNY dismissed a securities class action against the company and its executives on Jan [--] tossing all claims. NNE said its unclear if the plaintiff will try to amend or refile"
X Link 2026-01-09T13:39Z 126K followers, [----] engagements
"EquipmentShare and fleet-software maker Motive are prepping to start marketing U.S. IPOs as soon as next week though timing and terms can still change. EquipmentShare is said to be targeting about $1.0B $EQPT and Motive about $600M $MTVE. Note: EquipmentShare reported a $51.2M loss on $2.81B revenue through September and Motive reported a $138.5M loss on $327.3M revenue for the nine months ended Sept. [--]. https://twitter.com/i/web/status/2009724332386455904 https://twitter.com/i/web/status/2009724332386455904"
X Link 2026-01-09T20:29Z 126.2K followers, [----] engagements
"Tempus AI $TEM is pre-announcing ahead of JPM Healthcare with Q4 sales of $367M vs a $360M estimate. It also reported record total contract value above $1.1B as of year-end [----] with data agreements signed with 70+ customers across [--] countries and [----] net revenue retention around 126%. Tempus also flagged preliminary [----] Data and Applications revenue of about $316M up about 31% y/y with Insights growing 38%. https://twitter.com/i/web/status/2010528475136856421 https://twitter.com/i/web/status/2010528475136856421"
X Link 2026-01-12T01:45Z 126.1K followers, 72.5K engagements
"$FIVE said holiday sales (Nov [--] to Jan 3) were $1.47B up 23.2% y/y with comps up 14.5%. It RAISED Q4 outlook to about $1.71B revenue and $3.93$3.98 EPS and RAISED FY25 guidance to about $4.75B revenue and $6.10$6.15 EPS"
X Link 2026-01-12T12:11Z 125.3K followers, [----] engagements
"Waystar $WAY is rolling out agentic intelligence on its cloud healthcare payments platform framing it as the next step toward an autonomous revenue cycle that can execute tasks inside workflows with minimal human input"
X Link 2026-01-12T12:13Z 126.1K followers, [----] engagements
"$SHAK preannounced Q4 revenue of $400.5M below est. of $410M and FY25 revenue of $1.45B with Q4 same store sales up 2.1% and FY comps up 2.3%. It opened [--] company operated units in [----] (373 total) and guided [----] revenue to $1.6B to $1.7B in-line with $1.65B with [--] to [--] new company units plus [--] to [--] licensed. Restaurant margin guide is 23.0% to 23.5% for [----] and it raised its long term company run TAM to [----] units. https://twitter.com/i/web/status/2010687341807988736 https://twitter.com/i/web/status/2010687341807988736"
X Link 2026-01-12T12:16Z 126.3K followers, [----] engagements
"Urban Outfitters $URBN said holiday-period sales (2 months ended Dec. [--] 2025) rose 9% YoY. Retail comps were up 5% with both digital and stores positive. Brand comps: Urban +9% Free People +5% Anthropologie +3% FP Movement +18%. Nuuly grew 43% on a 41% increase in average active subscribers. https://twitter.com/i/web/status/2010692830155731370 https://twitter.com/i/web/status/2010692830155731370"
X Link 2026-01-12T12:38Z 126K followers, [----] engagements
"American Eagle said Q4-to-date comps (through Jan 3) are up high single digits with $AEO comps up low single digits and Aerie up low 20s. It raised Q4 oper. income guidance to $167$170M from $155$160M driven by solid margin performance and now expects consolidated comps +8% to +9%. Guide still includes about $50M of tariff pressure. https://twitter.com/i/web/status/2010703736792887311 https://twitter.com/i/web/status/2010703736792887311"
X Link 2026-01-12T13:21Z 126K followers, [----] engagements
"Jefferies Downgrades $LYV to Hold from Buy Lowers PT to $155 from $161 Analyst comments: "The primary reason for our change on Live nation is a challenging growth outlook for FY26 in North America. More specifically we forecast North America fans up just 1% y/y (vs. FY25's down 4%) with total Concert and Ticketing revenue up 7% and 3% y/y (vs. FY25's +9% and +2%) respectively with international growth outpacing domestic leading to a mix-shift headwind. We also observe a pricing mix shift to the primary vs. secondary as strategically sound although it limits growth. Additionally we had"
X Link 2026-01-13T09:25Z 125.7K followers, [----] engagements
"Piper Sandler Downgrades $SNPS to Neutral from Overweight Lowers PT to $520 from $602 Analyst comments: "We are downgrading Synopsys to Neutral as we believe the company could see prolonged headwinds to growth (and especially IP growth) as the semiconductor industry undergoes an enormous reallocation of engineering materials and fabrication capacity to AI and h igh-performance data center chips. This 'tale of two markets' dynamic is not new and has even been noted by the company but what has changed are indications of consumer designs being 'crowded out' with limited fabrication"
X Link 2026-01-13T09:26Z 126.2K followers, [----] engagements
"Intuitive Machines $LUNR closed its $800M deal for Lanteris Space Systems (formerly Maxar Space Systems) paying $450M cash and $350M in stock. This adds flight-proven satellite manufacturing at scale with Lanteris building platforms used for missile warning ISR Earth observation and space domain awareness across LEO MEO and GEO. https://twitter.com/i/web/status/2011079852221481070 https://twitter.com/i/web/status/2011079852221481070"
X Link 2026-01-13T14:16Z 125.7K followers, [----] engagements
"WSJ: FHFA director Bill Pulte is signaling pressure on homebuilders to slow stock buybacks and put more capital into building activity. Big buybacks in 2025: $DHI $4.3B $LEN $1.7B $PHM $900M through Q3. Pulte says he prefers carrots but sticks are on the table"
X Link 2026-01-14T01:12Z 126.1K followers, 31.8K engagements
"$WRD launched WeRide Go inside WeChat letting users book robotaxi rides without a separate app. Live in Guangzhou (Huangpu) and Beijing (Yizhuang)"
X Link 2026-01-14T10:23Z 126.1K followers, [----] engagements
"TD Cowen (Bill Katz): Downgraded $SF $KKR $BLK to Hold; upgraded $CME to Buy"
X Link 2026-01-14T10:41Z 125K followers, [----] engagements
"Deutsche Bank Highlights $INSW and $STNG as Favorite Tanker Plays; $SBLK and $GNK as Preferred Dry Bulk Plays "Geopolitical disruptions have significantly influenced tonne-mile demand over the past several years. Generally the maritime shipping industry benefits when there is greater inefficiency in trade routes (all else equal). When owners can't (or choose not to) utilize the shortest and most direct routes this generally results in longer sailing distances and a reduction in the effective supply of vessels due to increased transit times. This can also take the form of slower sailing speeds"
X Link 2026-01-14T12:17Z 125.7K followers, [----] engagements
"QuickLogic $QUIK says it got its first orders for its radiation-hardened FPGA Development Kit which includes SRH FPGA test chips built on GlobalFoundries 12nm process. Shipments are expected in late Q1 [----]. The company says the test chips were self-funded last year and are aimed at Defense Industrial Base programs already in development as it tries to win discrete rad-hard FPGA designs and embedded SRH FPGA IP in ASICs. https://twitter.com/i/web/status/2011413187229557193 https://twitter.com/i/web/status/2011413187229557193"
X Link 2026-01-14T12:20Z 126.2K followers, [----] engagements
"NEUBERGER BERMAN SAID TO TAKE STAKE IN RYAN AT $7 BILLION VALUE"
X Link 2026-01-14T13:01Z 126.2K followers, [----] engagements
"Vertiv rolled out new MegaMod HDX configurations for AI and HPC data centers combining direct to chip liquid cooling with air cooling in a prefabricated modular design. $VRT says it can scale up to [--] MW and support rack densities from [--] kW to over [---] kW per rack with a compact option up to [----] MW and [--] racks and a larger combo build up to [---] racks. https://twitter.com/i/web/status/2011433321579114964 https://twitter.com/i/web/status/2011433321579114964"
X Link 2026-01-14T13:40Z 126.1K followers, 14.6K engagements
"$ALGM is hosting its first Analyst Day since [----] on Feb [--] in Boston. Wells Fargo sees it as a likely positive catalyst with updates on L1+ ADAS content gains higher hybrid/EV mix SiC gate drivers for data centers and where ALGM fits in robotics/humanoids"
X Link 2026-01-14T16:30Z 126.2K followers, [----] engagements
"DLocal $DLO says its ramping Asia in [----] with plans for dozens of hires and an Asia-based senior leader aiming to lift Asia from single-digit share of TPV to at least 30% over the next [--] to [--] years per CEO Arnt. He said no Asia M&A is in the pipeline but expects to close AZA Finance in [----]. https://twitter.com/i/web/status/2011733453952417927 https://twitter.com/i/web/status/2011733453952417927"
X Link 2026-01-15T09:33Z 125.4K followers, 11.1K engagements
"UBS Upgrades $ENTG to Buy from Neutral Raises PT to $145 from $90 Analyst comments: "We expect a broader MSI recovery along with several technology inflections in C2026 to materially benefit ENTG including: 1) the ramp of N2 at TSMC 2) broader adoption of Molybdenum (Moly) in the NAND metallization stack and 3) a more meaningful flow-through of leading edge AI wafer starts where ENTG is most levered. As a result we model revenue growth of 10%/11% across C2026/2027 predicated on [---] bps of annual outperformance vs its underlying market (comprising 75% MSI and 25% Semi Capex). Relative to our"
X Link 2026-01-15T09:42Z 125K followers, [----] engagements
"Morgan Stanley Downgrades $ACI to Underweight from Equalweight Lowers PT to $14 from $20 Analyst comments: "We are downgrading ACI to Underweight and lower our PT to $14. We believe ACI risk/reward screens least attractive within our Food Retail coverage with 36%/55% upside/downside to our bull/bear cases and 21% downside to our $14 PT. Our Underweight thesis is based on three factors: 1) ACI is most at risk within the intensifying grocery wars and we think market share losses could deepen in [--]. 2) ACI's pharmacy mix is the largest in our coverage which implies the 85-155 bps industry"
X Link 2026-01-15T10:03Z 126.3K followers, [----] engagements
"Boston Scientific to buy Penumbra for $374/share (EV $14.5B) 73% cash. $PEN guides FY25 revenue $1.4B (+17% to 18%) and 4Q growth 21% to 22%. $BSX expects $0.06 to $0.08 adj EPS dilution year 1; near neutral year 2"
X Link 2026-01-15T12:07Z 125.6K followers, 13.5K engagements
"$CART shares are moving lower after Kroger $KR says nearly [----] of its stores are now available for grocery delivery across $UBER Eats Uber and Postmates nationwide"
X Link 2026-01-15T14:53Z 126.2K followers, [----] engagements
"$NOVT $TER Bloomberg reports OpenAI is asking for proposals from US-based manufacturers as it ramps up plans across consumer devices robotics and US data centers. The RFPs call out components like silicon motors packaging materials and data center cooling gear though OpenAI didnt disclose a budget or timeline. https://twitter.com/i/web/status/2011832859313811586 https://twitter.com/i/web/status/2011832859313811586"
X Link 2026-01-15T16:08Z 125.6K followers, [----] engagements
"$UBS GETS FIRST CONDITIONAL APPROVAL FOR US BANKING LICENSE - BLOOMBERG"
X Link 2026-01-15T16:17Z 126.1K followers, [----] engagements
"Unusual Machines $UMAC says it received a $2.1M purchase order for drone components supporting domestically assembled drone systems for defense and government applications"
X Link 2026-01-15T21:06Z 126K followers, 56.6K engagements
"Morgan Stanley Downgrades $MGM to Underweight from Equalweight Lowers PT to $33 from $40 Analyst comments: "We are downgrading the stock as we expect the following factors to drive downside to consensus estimates which are unlikely to drive a positive valuation re-rating: 1) Vegas trends likely remain challenged post 1Q amidst a 'reversion to the mean' on demand plus MGM will face a combination of disruption from renovations at Aria and new supply from Hard Rock in 2027; 2) share loss in Macau as LVS ramps up investment in promotions/generosity; and 3) muted share trends in U.S. OSB/iGaming."
X Link 2026-01-16T10:58Z 126.2K followers, [----] engagements
"Daqo $DQ said its main subsidiary Xinjiang Daqo preliminarily expects a FY2025 net loss of RMB 1.0B to 1.3B vs RMB 2.7B loss in [----] (PRC GAAP). Daqo owns 72.8%"
X Link 2026-01-16T11:11Z 126.2K followers, [----] engagements
"Truist Securities on $META (Buy $875 PT): "META trailed peers since 3Q earnings on worries about Capex/Opex spend for [----] and about the company trailing other hyperscalers in AI after the disappointing performance of Llama [--]. That said Meta's valuation at 20x P/E vs. GOOGL and AMZN at 30x+ already reflects much of those fears but fails to reflect its potential to grow faster for longer and ability to catch up in AI in our view. We remain constructive into earnings (1/28) and believe results will be at the higher-end of expectations fueled by strong user engagement and higher monetization"
X Link 2026-01-16T11:29Z 126.1K followers, 34.8K engagements
"JB Hunt $JBHT is trading lower even after a 4Q25 EPS beat at $1.90 vs $1.80 Street because the tone on pricing was cautious. The upside was mostly Intermodal while Dedicated and ICS came in softer on EBIT. There is little clear big pricing opportunity in [----] and most customers treated the late [----] rate spike as seasonal. Cost cuts were a bright spot: $25M saved in 4Q with the annualized run rate already over the $100M target laid out in July plus $140M of buybacks in 4Q and $923M for the year. https://twitter.com/i/web/status/2012126398060880286"
X Link 2026-01-16T11:34Z 125.4K followers, [----] engagements
"Jefferies: Trump + PJM governors backing an emergency PJM "backstop" capacity auction. They call it a negative shock for power as intervention could pressure existing contracts. $GEV seen best winner; positives $NRG $PPL $NEE $PRIM $PWR $WMB; risks $CEG $TLN $VST $CPX"
X Link 2026-01-16T15:02Z 125.3K followers, 14K engagements
"Morgan Stanley Downgrades $AAT to Underweight from Equalweight PT $17 Analyst comments: "1) Below average FFO growth compared to REIT market. [----] was a transition year for AAT with 25e FFO of $2.01 (-22.3% YoY) due to tough comps from one timers. Indeed the decline was driven primarily by known office move-outs dilutive capital recycling interest headwinds and nonrecurring income. We believe this trend continues from '26-'28 with average FFO growth of 0% vs our covered REIT group at 5.3%. We remain cautious on West Coast office fundamentals elevated levels of debt with higher interest costs"
X Link 2026-01-16T19:31Z 126.1K followers, [----] engagements
"WSJ says Beyond Meat $BYND is testing a fruit-flavored carbonated PROTEIN DRINK line called Beyond Immerse sold in limited runs through its online test kitchen as demand for plant-based meat keeps cooling"
X Link 2026-01-16T19:45Z 125.5K followers, [----] engagements
"Elon Musk is seeking $79B to $134B in damages from OpenAI and Microsoft arguing he was defrauded of about $38M in [----] seed funding and is owed a share tied to OpenAIs roughly $500B valuation. Jury trial is set for April in Oakland CA"
X Link 2026-01-17T16:17Z 125K followers, 12.5K engagements
"Today's Key Events (All EST) 01/20/2026 All Day: Davos WEF 08:15: US ADP Wkly Employment 10:00: SCOTUS Opinion on Tariffs (Tentative) Before Open 👇 05:05: Mercantile Bank $MBWM 06:00: Peoples Bancorp $PEBO 06:30: 3M $MMM 06:30: Fifth Third $FITB 06:30: D.R. Horton $DHI 06:50: Fastenal $FAST 06:30: KeyCorp $KEY 06:45: U.S. Bancorp $USB 06:30: Forestar $FOR B.O.: SunPower $SPWR After Hours 👇 16:00: Netflix $NFLX 16:00: United Airlines $UAL 16:00: Interactive Brokers $IBKR 16:00: Progress Software $PRGS 16:00: Hancock Whitney $HWC 16:05: Bank OZK $OZK 16:05: Metropolitan Bank $MCB 16:05:"
X Link 2026-01-20T07:38Z 126.2K followers, 11.3K engagements
"$GSK agrees to buy $RAPT in a $2.2B deal paying $58/share. GSK gets global rights to ozureprubart (ex-China HK Macau Taiwan)"
X Link 2026-01-20T09:05Z 126.3K followers, [----] engagements
"$FSLR says the USPTO Director denied three inter partes review petitions from JinkoSolar Canadian Solar and Mundra Solar that sought to invalidate First Solars TOPCon patents"
X Link 2026-01-20T13:06Z 126.2K followers, [----] engagements
"GrabAGun says it launched $PEW Logistics a wholly owned white label direct-to-consumer fulfillment and logistics platform for firearm and outdoor brands. KelTec is the first manufacturer to roll it out this week"
X Link 2026-01-20T13:07Z 126.2K followers, [----] engagements
"BREAKING: DANISH PENSION FUND AKADEMIKERPENSION TO EXIT U.S. TREASURIES. CIO SAYS US IS BASICALLY NOT A GOOD CREDIT'"
X Link 2026-01-20T13:35Z 126.2K followers, 38.7K engagements
"QIAGEN $QGEN IS SAID TO WEIGH STRATEGIC OPTIONS AMID FRESH INTEREST"
X Link 2026-01-20T16:34Z 125.3K followers, [----] engagements
"A judge allowed an injunction that would block Kalshi from offering sports-event contracts in Massachusetts per betting analyst Bill Speros on X. $DKNG $FLUT"
X Link 2026-01-20T16:45Z 126.1K followers, [----] engagements
"IEA lifted its [----] oil demand growth forecast again now +930k bpd vs +860k prior citing a stabilizing economy. It still sees supply ahead of demand projecting a [----] mbpd surplus in 2026"
X Link 2026-01-21T09:22Z 126.2K followers, [----] engagements
"SENIOR WHITE HOUSE OFFICIAL: TRUMP SPEECH TO FOCUS ON AMERICA FIRST MAY TOUCH ON GREENLAND VENEZUELA"
X Link 2026-01-21T12:16Z 126.2K followers, [----] engagements
"$JPM'S DIMON ON CREDIT CARD RATE CAP SAYS IT WILL BE AN ECONOMIC DISASTER"
X Link 2026-01-21T12:26Z 126.3K followers, [----] engagements
"$ALLY Financial Q425 Earnings Highlights 🔹 Adjusted EPS: $1.09; (Est. $1.03) 🟢 🔹 Net Financing Revenue: $1.60B; up $89M YoY 🔹 NIM: 3.48%; up +18 bps YoY 🔹 Provision for Credit Losses: $487M; down $70M YoY 🔹 Noninterest Expense: $1.25B; down $110M YoY Core Operating Metrics 🔹 Q4 Consumer Auto Originations: $10.8B (record 3.8M consumer auto applications) 🔹 Estimated Retail Auto Originated Yield: 9.62% (Q4); 42% in highest credit quality tier 🔹 Retail Auto Net Charge-Offs: 2.14% (Q4); improved YoY 🔹 Retail Deposits: $143.5B; up $1.7B QoQ; 3.5M deposit customers Capital and Shareholder"
X Link 2026-01-21T12:33Z 126.2K followers, [----] engagements
"@ruth_capital I am riding $ALGM. Excited about them ahead of Earnings and first analyst day in [--] years"
X Link 2026-01-22T07:10Z 126K followers, [----] engagements
"Stifel Upgrades $DDOG to Buy from Hold Lowers PT to $160 from $205 Analyst comments: "We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current"
X Link 2026-01-22T08:55Z 125.1K followers, [----] engagements
"$ACMR narrowed its FY25 revenue outlook to $885M$900M (from $875M$925M) below the $908M consensus. It also initiated FY26 revenue guidance at $1.08B$1.175B versus $1.06B consensus citing stable WFE spending share gains from newer tools and higher investment in Oregon"
X Link 2026-01-22T12:12Z 126.3K followers, [----] engagements
"$GOOGL Waymo launches public fully driverless ride-hailing in Miami starting today opening an initial [--] square miles including Wynwood Brickell and Coral Gables with an airport expansion planned"
X Link 2026-01-22T14:08Z 126.2K followers, 43.6K engagements
"ANDURIL TO BUILD 5500-JOB LONG BEACH CA DEFENSE CAMPUS"
X Link 2026-01-22T18:15Z 126K followers, 525.1K engagements
"$INTC Intel Q425 Earnings Highlights 🔹 Adj. EPS: $0.15 (Est. $0.08) 🟢 🔹 Revenue: $13.7B (Est. $13.41B) 🟢; -4% YoY 🔹 Adj. Gross Margin: 37.9%; [----] ppts YoY Q126 Guidance 🔹 Revenue: $11.7B to $12.7B (Est. $12.56B) 🔴 🔹 Adj. EPS: $0.00 (Est. $0.05) 🔴 🔹 Adj. Gross Margin: 34.5% (Est. 36.5%) 🔴 Segment Trends (Q4 YoY) 🔹 CCG (Client): $8.2B; DOWN -7% YoY 🔹 DCAI: $4.7B; UP +9% YoY Commentary 🔸 Intel said supply is expected to be tightest in Q1 improving in Q2 and beyond and highlighted first products on Intel 18A as a milestone. https://twitter.com/i/web/status/2014444019716440559"
X Link 2026-01-22T21:04Z 126.1K followers, 91K engagements
"INTEL $INTC CEO SAYS BUILDING FOUNDRY BUSINESS WILL TAKE TIME"
X Link 2026-01-22T22:16Z 125.5K followers, 115.2K engagements
"Today's Key Events (All EST) 01/23 09:45: US S&P Services PMI Flash 09:45: US S&P Manufacturing PMI Flash 10:00: University Michigan Sentiment Final Before Open 👇 02:00: Ericsson $ERIC 06:50: $SLB 06:45: Booz Allen Hamilton $BAH 07:30: Webster Financial $WBS"
X Link 2026-01-23T09:23Z 126.1K followers, 12.7K engagements
"Medtronic $MDT got CE Mark approval in Europe for its Sphere-360 pulsed field ablation catheter to treat paroxysmal AFib. The company also said it completed the first cases in its US Horizon [---] IDE pivotal trial with the device still investigational in the US"
X Link 2026-01-23T12:07Z 126.2K followers, [----] engagements
"Affirm $AFRM applied for a Nevada industrial loan company charter filing with the state regulator & the FDIC. If approved it would give Affirm a bank subsidiary and expand its ability to offer banking services alongside its BNPL lending. Source: Bloomberg"
X Link 2026-01-23T13:38Z 125K followers, 23.6K engagements
"The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out"
X Link 2026-01-23T18:58Z 125.4K followers, 148K engagements
"IMPORTANT: Our Discord prices are doubling on March [--] due to strong demand. If you want to lock in current pricing this is your last month to do it. Join here: https://whop.com/stocktalk/stocktalka=wallstengine https://whop.com/stocktalk/stocktalka=wallstengine"
X Link 2026-01-24T02:06Z 126K followers, 116.5K engagements
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