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@wallstengine "$JBHT J.B. Hunt Q225 Earnings Highlights 🔹 Revenue: $2.93B (Est. $2.92B) 🟢; FLAT YoY 🔹 EPS: $XXXX (Est. $1.30) 🟢; FLAT YoY 🔹 Net Income: $128.6M; DOWN -X% YoY 🔹 Operating Income: $197.3M; DOWN -X% YoY Segment Revenue 🔹 Intermodal (JBI): $1.44B (Est. $1.44B) 🟡; UP +2% YoY 🔹 Dedicated Contract Services (DCS): $847M (Est. $842.1M) 🟢; FLAT YoY 🔹 Integrated Capacity Solutions (ICS): $260M; DOWN -X% YoY 🔹 Final Mile Services (FMS): $211M; DOWN -XX% YoY 🔹 Truckload (JBT): $177M; UP +5% YoY Segment Operating Income 🔹 Intermodal (JBI): $95.7M; DOWN -X% YoY 🔹 Dedicated (DCS): $93.7M;"
@wallstengine on X 2025-07-15 20:09:11 UTC 74K followers, 10.4K engagements

"HERE'S WHAT ANALYSTS HAVE TO SAY AFTER $NVDA EARNINGS: BofA Securities (Buy PT: $180) "Three major takeaways from the Q1 call: 1) China derisked with $15bn in 1H sales of H20 product now already in the model 2) Blackwell racks in full production with every large hyperscaler now ramping close to 1K racks/week 13K racks/quarter or $30bn+/q at $2.5mn+ rack ASP (or $100bn+ across the top few hyperscalers though NVDA didnt quantify further) and 3) NVDA confident in GM recovery back to mid-70s % sometime later in the year another sign of improving demand and rack-scale execution. Networking also"
@wallstengine on X 2025-05-29 10:04:57 UTC 74K followers, 31.5K engagements

"Faraday Future $FFAI says its FX Super One global launch is set for July XX in LA. The company signed a 100-unit deposit deal with Ariana Motors in Vegas bringing total B2B deposits to 4100. Faraday also joined the Russell 3000 Index this week"
@wallstengine on X 2025-07-07 08:13:56 UTC 74.2K followers, 7351 engagements

"BRAZIL WORKING ON NEGOTIATING GENERAL XX% TARIFF WITH US: ESTADO"
@wallstengine on X 2025-07-29 15:24:31 UTC 74.2K followers, 8246 engagements

"TD Cowen Upgrades $IVZ to Buy from Hold Raises PT to $XX from $XXXXX Analyst comments: "Upgrade to Buy; raise 12M price target to $25; raise '26E 10%+. Actions follow 7/18 announcement that IVZ is seeking to migrate QQQ from a Unit Investment Trust to an open-end management company all under ETF umbrella. Move: 1) enhances flows; 2) enhances overall fee rate and thus aligns flows/revenues; 3) accretive to margins; and 4) $100M/year profits all multiple expanding we believe." Analyst: Bill Katz"
@wallstengine on X 2025-07-21 08:01:07 UTC 73.8K followers, 5757 engagements

"TRUMP: WE'LL SEE HOW THE FED BOARD RULES ON INTEREST RATES. I JUST WANT HIM TO LOWER THE RATES"
@wallstengine on X 2025-07-24 20:27:37 UTC 74.2K followers, 24.8K engagements

"$INTC reportedly plans to spin off its networking and edge unit into a separate company focused on communications and ethernet silicon per a memo seen by CRN. Intel will remain an anchor investor while seeking outside capital to support growth"
@wallstengine on X 2025-07-25 17:10:57 UTC 74.2K followers, 17.9K engagements

"$ENPH Enphase Q2'25 Earnings Highlights 🔹 Revenue: $363.2M (Est. $361.9M) 🟢; +20% YoY 🔹 Adj. EPS: $XXXX (Est. $0.64) 🟢; +60% YoY 🔹 Net Income: $89.9M (Est. $84.1M) 🟢; +53% YoY 🔹 Gross Margin: XXXX% (incl. IRA); XXXX% ex-IRA Q3 Guide: 🔹 Revenue: $330M$370M (Est. $368.4M) 😐 🔹 Non-GAAP Gross Margin: 43%46% incl. IRA; 33%36% ex-IRA 🔹 Net IRA Benefit: $34M$38M (based on 1.2M U.S. units) 🔹 Non-GAAP OpEx: $78M$82M 🔹 Battery Shipments Expected: 190210 MWh Operational Metrics 🔹 Microinverters Shipped: 1.53M units / XXXXX MW DC 🔹 Batteries Shipped: XXXXX MWh (record); UP from XXXXX MWh"
@wallstengine on X 2025-07-22 20:11:32 UTC 73.9K followers, 12.2K engagements

"Hitting Elons goal of 50M $NVDA H100-equivalent GPUs means xAI would shell out roughly $1.25T on chips alone- @PPLXfinance Factor in racks power & cooling & the tab climbs into multi-trillion territoryabout the same as financing XX brand-new fabs every year for the next 5Yrs"
@wallstengine on X 2025-07-22 17:27:40 UTC 73.9K followers, 31.8K engagements

"$HAS Hasbro Q2'25 Earnings Highlights 🔹 Revenue: $980.8M (Est. $874.66M) 🟢 🔹 Adj. EPS: $XXXX (Est. $0.78) 🟢 Raised FY25 Outlook: 🟢 🔹 Revenue: UP mid-single digits (prev. UP slightly) 🔹 Adj. Operating Margin: 22%23% (prev. 21%22%) 🔹 Adj. EBITDA: $1.17B$1.20B (prev. $1.1B$1.15B) Q2 Segment: Wizards of the Coast & Digital Gaming 🔹 Revenue: +16% YoY 🔹 MAGIC: THE GATHERING: +23% YoY (record Final Fantasy set) 🔹 Monopoly Go: $44M Q2 revenue 🔹 Operating Profit: DOWN -X% YoY (higher royalties) 🔹 Margin: 46.3%; DOWN -XXX bps YoY Consumer Products 🔹 Revenue: DOWN -XX% YoY 🔹 Adjusted Op."
@wallstengine on X 2025-07-23 10:38:06 UTC 74K followers, 6263 engagements

"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.09% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
@wallstengine on X 2025-07-15 20:00:41 UTC 74K followers, 13.1K engagements

"Novo Nordisk $NVO CUT its full-year sales growth outlook to 8%14% (constant FX) down from 13%21% citing weaker-than-expected U.S. Wegovy sales. The company pointed to competition from compounded weight-loss drugs as a key reason for the revision"
@wallstengine on X 2025-07-29 11:11:23 UTC 74.2K followers, 112.9K engagements

"JPMorgan: "Following the U.S. District Court's decision in August 2024 both the Department of Justice and $GOOGL have submitted potential remedies to address the identified monopolistic practicesone of which involves the payments made by Google to $AAPL for default positioning on Search Access Points (SAPs) across Apple devices. Judge Amit Mehta is expected to announce his judgment on the remedies in early August." Analyst: Samik Chatterjee"
@wallstengine on X 2025-07-28 11:37:22 UTC 74.2K followers, 12.4K engagements

"MIDWEST BOUTIQUE POSITIVE ON $MDB "Feedback on cloud end markets has improved in recent months partially tied to an acceleration in net new application development driven by customers seeking to use AI tools. Developer productivity appears to have improved considerably due to tools such as Cursor AI contributing to an uptick in new apps being created. This trend supports a more favorable demand backdrop for MongoDB.""
@wallstengine on X 2025-07-24 11:23:51 UTC 74.2K followers, 7337 engagements

"$BTU is a cash-rich coal leader set to ride X tailwinds: EPA rollback adds years of high-margin U.S. tonnage Newcastle export prices boost every $10/t by $XXX M EBITDA and its XXX GW RWE solar-land JV unlocks steady royalty cash without extra capex. With Centurion met coal ramping and buybacks already shrinking float Peabody offers durable FCF inflation-proof assets and an under-appreciated clean-energy kickerall at X EV/EBITDA"
@wallstengine on X 2025-07-18 16:44:17 UTC 73.8K followers, 7370 engagements

"Morgan Stanleys Mike Wilson sees S&P XXX hitting 7200 by mid-2026 Oppenheimer raises S&P XXX year-end target to 7100 from 5950 From panic to prophecy in XX days. Wall Streets S&P XXX targets just did a full V-turn"
@wallstengine on X 2025-07-28 17:22:55 UTC 74.2K followers, 12.8K engagements

"$TNL Travel + Leisure Q2'25 Earnings Highlights 🔹 Revenue: $1.02B (Est. $1.01B) 🟢 🔹 Adj. EPS: $XXXX (Est. $1.66) 🔴 🔹 Adjusted EBITDA: $250M Segment Performance: Vacation Ownership 🔹 Revenue: $853M; UP +6% YoY 🔹 Adjusted EBITDA: $218M; UP +6% YoY 🔹 Gross VOI Sales: UP +8% YoY 🔹 Volume Per Guest (VPG): $3251; UP +7% YoY 🔹 Tour Growth: +3% YoY Segment Performance: Travel & Membership 🔹 Revenue: $166M; DOWN -X% YoY 🔹 Adjusted EBITDA: $55M; DOWN -XX% YoY Guidance (Q325) 🔹 Adj. EBITDA: $250M$260M 🔹 Gross VOI Sales: $650M$680M 🔹 VPG: $3200$3250 Guidance (FY25) 🔹 Adj. EBITDA:"
@wallstengine on X 2025-07-23 10:06:48 UTC 73.8K followers, 5096 engagements

"Im currently working on previews for $QCOM $ARM $CVNA $RBLX $CVS $AMZN $AAPL $COIN $RDDT $ROKU $FSLR $CVX and $XOM. Ill be posting those later today"
@wallstengine on X 2025-07-28 18:02:52 UTC 74K followers, 5528 engagements

"Despite Trump and admin officials repeatedly denying any plans to fire the Fed Powell Polymarket odds of it actually happening are on the rise"
@wallstengine on X 2025-07-16 10:27:35 UTC 74K followers, 25.5K engagements

"Novo Nordisk $NVO submits a new higher dose (7.2mg) of Wegovy to the EMA after trials showed XX% average weight loss with a third of patients losing 25%+. Safety profile consistent with current 2.4mg dose. Another push by Novo Nordisk to expand its obesity treatment portfolio"
@wallstengine on X 2025-07-08 13:15:27 UTC 73.8K followers, 10.1K engagements

"FOMCs next week. Polymarket traders see no cut coming but Trump said he got the sense Powell might be ready. Markets still pricing in X cuts in 2025 with XX% odds of the first one hitting in September"
@wallstengine on X 2025-07-25 16:55:02 UTC 74.2K followers, 7543 engagements

"Today's Key Events (All EST) 07/15/2025 08:00: OPEC Monthly Report (Tentative) 08:30: US CPI 08:30: NY Fed Manufacturing 09:15: Fed's Bowman 12:45: Fed's Barr 13:00: Fed's Barkin 14:45: Fed's Collins 19:45: Fed's Logan Before Open :point_down: 05:00: Ericsson $ERIC 06:00: BlackRock $BLK 06:30: AngioDynamics $ANGO 06:35: Bank of New York Mellon $BK 06:55: JPMorgan Chase $JPM 07:00: Wells Fargo $WFC 07:30: Albertsons $ACI 07:40: State Street $STT 08:00: Citigroup $C After Hours :point_down: 04:00: Omnicom Group $OMC 04:00: Hancock Whitney $HWC 04:05: J.B. Hunt Transport Services $JBHT 04:30:"
@wallstengine on X 2025-07-15 06:22:29 UTC 73.9K followers, 12.5K engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ +0.11% 🟩 $DJI -XXXX% 🟥 $IWM unch"
@wallstengine on X 2025-07-17 13:31:11 UTC 74K followers, 17.7K engagements

"$HON Honeywell Q2'25 Earnings Highlights 🔹 Revenue: $10.4B (Est. $10.05B) 🟢; UP +8% YoY 🔹 Adjusted EPS: $XXXX (Est. $2.66) 🟢; UP +10% YoY FY25 Guidance (Updated): 🔹 Revenue: $40.8B$41.3B (Est. $40.3B) 🟢 🔹 Adjusted EPS: $10.45$10.65 (Est. $10.40) 🟢 🔹 Organic Sales Growth: 4%5% (prior: 2%5%) 🔹 Segment Margin: 23.0%23.2% (prior: 23.2%23.5%) 🔹 Operating Cash Flow: $6.7B$7.1B 🔹 Free Cash Flow: $5.4B$5.8B Q2 Segment: Aerospace Technologies 🔹 Sales: $4.31B; UP +11% YoY 🔹 Organic Sales: UP +6% YoY 🔹 Segment Profit: $1.10B; UP +4% YoY 🔹 Segment Margin: 25.5%; DOWN -XXX bps YoY"
@wallstengine on X 2025-07-24 10:04:56 UTC 74.2K followers, 9779 engagements

"Barclays Maintains Overweight Rating on $FSLR Lowers PT to $XXX from $XXX Analyst comments: "We don't expect the 2Q earnings call to be all that exciting as bookings will be light FY guidance will likely not be revised higher and language/tone about the implications around OBBB may be relatively muted given the outstanding Executive Order but are still positive on medium to long-term outlook. Into the print: We get the sense from our conversations with investors that the buyside may be expecting FSLR to talk up how positive the OBBB is for them but we are inclined to think that management"
@wallstengine on X 2025-07-15 12:13:35 UTC 74K followers, 11.5K engagements

"The Washington state Supreme Court has accepted the Erickson case for review keeping alive a significant portion of PCB litigation against Bayer $BAYN. There were hopes the court might decline which would have ended the largest chunk of these lawsuits"
@wallstengine on X 2024-10-09 08:26:32 UTC 74K followers, 6281 engagements

"MEME MANIA XXX $SPY +1.50% 🟩 $QQQ +0.91% 🟩 $DJI +1.26% 🟩 $IWM +0.93% 🟩 Here's a final weekly heatmap of S&P 500"
@wallstengine on X 2025-07-25 20:01:04 UTC 74.2K followers, 8920 engagements

"$HSY HIKES CANDY PRICE BLOOMBERG Hershey is raising candy prices by double digits citing record-high cocoa costsnot tariffs. The increase includes both list prices and shrinkflation where package sizes get smaller. Company execs told retailers last week about the move as cocoa prices remain well above historical levels despite easing from their December peak. Cocoa futures had more than doubled due to crop issues in West Africa which supplies over XX% of the worlds cocoa. Hershey says its still pushing for a U.S. tariff exemption on cocoa but for now its passing costs to consumers"
@wallstengine on X 2025-07-22 18:30:34 UTC 73.8K followers, 8037 engagements

"Trumps updated tariff rates effective Aug. 1: XX% Myanmar Laos XX% Bosnia & Herzegovina South Africa XX% Thailand Cambodia XX% Bangladesh Serbia XX% Indonesia XX% Japan South Korea Malaysia Tunisia Kazakhstan China (30%) & Vietnam (20%) announced last week"
@wallstengine on X 2025-07-07 21:11:33 UTC 73.9K followers, 65K engagements

"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD"
@wallstengine on X 2025-07-01 09:28:38 UTC 74K followers, 13.5K engagements

"FDA's advisory committee voted 5-3 against the overall benefit-risk profile of $GSK's belantamab mafodotin when used with bortezomib and dexamethasone saying it's not favorable at the proposed dose for the intended patient group"
@wallstengine on X 2025-07-17 16:43:44 UTC 74K followers, 5914 engagements

"Edgewater says QTD sales trends for $CHWY look in line with June showing slight moderation. Still the outlook stays constructive as the company continues to gain share and drive customer acquisition"
@wallstengine on X 2025-07-14 10:44:02 UTC 74.2K followers, 6740 engagements

"The White House announced that Trump plans to sign an executive order directing cities and states to clear homeless individuals from public streets"
@wallstengine on X 2025-07-24 19:12:25 UTC 74.2K followers, 14.8K engagements

"EU OFFICIAL: DISCUSSIONS STILL ONGOING REGARDING WINES & SPIRITS TARIFF EXEMPTIONS IN TRADE DEAL WITH US"
@wallstengine on X 2025-07-28 09:11:59 UTC 74.2K followers, 8790 engagements

"TD Cowen Initiates Coverage on $NCLH with Buy Rating PT $XX Analyst comments: "We believe NCLH has been unduly punished for yield headwinds this year. After a weak Q1 on drydock-related repositionings NCLH lowered FY25E yield guide to XX% (from 3%) on the last call due to soft US bookings into Europe for Q3 amid March/April tariff uncertainty. We see these as temporary headwinds and note course-corrections for next year including shorter Europe sailings and more Caribbean in the mix. Project yield reacceleration to X% in Q425E XXX% in 26E; estimate recent charter deals boost 2728E yield 100"
@wallstengine on X 2025-07-22 09:49:24 UTC 74.2K followers, 6528 engagements

"California regulators say $TSLA CANNOT transport the public in an autonomous vehicledoesnt matter if its paid or unpaid driver or no driver. Tesla can offer rides to employees friends family and select guests but only in non-autonomous cars under its CPUC charter permit"
@wallstengine on X 2025-07-25 19:35:00 UTC 74.2K followers, 19.4K engagements

"Morgan Stanley Downgrades $CRWD to Equalweight from Overweight Raises PT to $XXX from $XXX Analyst comments: "We move CrowdStrike to Equal-weight. Three key factors balance the risk/reward in the near-term: 1) Valuation: While confident in CrowdStrike's long-term growth story even with an imbedded 2H re-acceleration and 'normalizing' trends next year the current 21x EV/2026E Sales multiple presents a sizable premium to the large cap software peer average at 12x a premium that persists even when adjusted for growth rates (1.0x EV/S/G vs. 0.8x); 2) High Investor Expectations: CrowdStrike put up"
@wallstengine on X 2025-07-14 07:55:09 UTC 74K followers, 9254 engagements

"Citi Initiates Coverage on $CELH with Buy Rating PT $XX Analyst comments: "We have been long-term bulls on the energy drink category (with our Buy rating on Monster) and believe Celsius Holdings can capitalize on strong category growth in the U.S. with its two brands Celsius and the recently acquired Alani Nu given favorable consumer trendssuch as younger consumers expansion to female consumers fitness and zero sugar. Additionally CELH has large international expansion opportunities (similar to Monster in the early 2010s) which can support long-term topline growth. While CELHs valuation looks"
@wallstengine on X 2025-07-23 09:23:23 UTC 74.2K followers, 6534 engagements

"$PARA David Ellison met with the FCC this week to pitch the ParamountSkydance merger arguing it would serve the public interest. Skydance confirmed the meeting in a filing as the companies work to get regulatory approval for the $8.4B deal"
@wallstengine on X 2025-07-18 18:52:55 UTC 73.8K followers, 7363 engagements

"Cantor Fitzgerald Reiterates Overweight Rating on $KTOS Maintains PT at $60; 'we think this time market sentiment is under-appreciating the upside and sustainability ' Analyst comments: "While Kratos shares have rallied ahead of the expected X-58 service entry we believe market sentiment is still underestimating both the upside and sustainability of KTOSs growth trajectory. Unlike the 'winner-take-all' dynamics implied by the Collaborative Combat Aircraft (CCA) program we view Group XX drones as part of a broader array of service-branch solutions with different platforms tailored to different"
@wallstengine on X 2025-07-18 10:37:33 UTC 74K followers, 7387 engagements

"BANK OF AMERICA $BAC AUTHORIZES $XX BILLION STOCK BUYBACK PROGRAM"
@wallstengine on X 2025-07-23 20:32:24 UTC 73.8K followers, 8848 engagements

"$BZAI LANDS $120M HYBRID AI DEAL IN ASIA Blaize locked in a contract with Starshine Computing worth at least $120M over XX months to roll out hybrid AI infrastructure across X Asian markets starting Q3. The deal targets smart cities & expands Blaizes GSP-GPU tech into a $112B regional AI opportunity"
@wallstengine on X 2025-07-18 11:57:13 UTC 73.8K followers, 6107 engagements

"Bernstein SocGen Group Maintains Market Perform on $LYFT Raises PT to $XX from $XX Analyst comments: "Can we go back-to-back We are broadly constructive on LYFT into print. We are expecting Q2 to land in-line with guidance towards the upper end of managements range. We forecast XX% Y/Y GB growth and $125M in Adjusted EBITDA (Q1 had G&A help that we dont run-rate). We dont think LYFT needs a blow out quarter a straightforward print with modest upward bias to numbers is probably enough to start establishing a more consistent track record (would help the multiple). LYFT should offer color on the"
@wallstengine on X 2025-07-21 14:57:19 UTC 73.8K followers, 6819 engagements

"Raymond James Reiterates Outperform on $GOOGL Maintains PT at $XXX Analyst comments: "The Call: We are tactically positive on the GOOG setup as our checks indicated: 1) an unexpected uptick in Vertex/GCP momentum (cited as the primary reason behind recent Azure migrations from a GCP contact and as an emerging important secondary source for customers who face Claude token constraints at AWS Bedrock) and a 2) Buy the traffic dip mentality from SEO advertisers who are seeing a reduction in organic traffic due to AIO/AIM. Our bottoms-up GOOG search traffic build indicates (link) LSD% clicks"
@wallstengine on X 2025-07-22 11:53:14 UTC 74K followers, 7410 engagements

"Denmarks EIFO and the Novo Nordisk Foundation are investing 80M to establish QuNorth a Nordic quantum initiative that will host the worlds most powerful commercial quantum computer Magne built by Microsoft $MSFT and Atom Computing. Set to go live by early 2027 Magne will be among the first Level X systems globally running on logical qubits and giving Nordic researchers and companies rare direct access to next-gen quantum hardware. Magne will be fully Danish-owned and based in Copenhagen with EIFO and Novo Nordisk Foundation each putting up 40M. The system will be built using Atoms neutral"
@wallstengine on X 2025-07-17 16:52:29 UTC 73.8K followers, 6035 engagements

"$ALK REINSTATES 2025 GUIDANCE ON STRONGER TRAVEL DEMAND: After pulling its outlook in April Alaska Air now expects FY adjusted EPS $XXXX (vs $XXXX last year) citing a pickup in traffic yield and bookings for both Alaska and Hawaiian Airlines. Q2 adj. EPS came in at $XXXX vs $XXXX est. Revenue rose XX% to $3.7B. Capacity is seen growing X% for the year"
@wallstengine on X 2025-07-24 07:48:48 UTC 73.8K followers, 5973 engagements

"$PG Procter & Gamble Q4 Earnings Highlights 🔹 Revenue: $20.89B (Est. $20.81B) 🟢; +2% YoY 🔹 EPS: $XXXX (Est. $1.42) 🟢; +6% YoY 🔹 Organic Sales: UP +2% YoY 🔹 Shailesh Jejurikar appointed as new CEO replacing Jon Moeller FY Guide: 🔹 Core EPS: $6.83$7.09 (Est. $6.78) 🟢 🔹 Revenue: +1% to +5% YoY (Implied: $85.1B$88.5B) 🔹 Organic Sales: Flat to +4% YoY 🔹 FX Tailwind: $300M after-tax 🔹 Tariff Headwind: $1B before-tax 🔹 Core Effective Tax Rate: 20%21% 🔹 FCF Productivity Target: 85%90% 🔹 FY26 Capital Spending: 4%5% of sales 🔹 Dividend: $10B; Buybacks: $5B Segment Organic Sales (Q4) 🔹"
@wallstengine on X 2025-07-29 11:21:28 UTC 74.2K followers, 7266 engagements

"$GOOGL Alphabet Q2'25 Earnings Highlights 🔹 EPS: $XXXX (Est. $2.18) 🟢; UP +22% YoY 🔹 Revenue: $96.43B (Est. $93.97B) 🟢; UP +14% YoY 🔹 ex-TAC: $81.72B (Est. $79.6B) 🟢; UP +15% YoY 🔹 OI $31.27B (Est. $31.07B) 🟢; UP +14% YoY 🔹 FY25 Capex: $85B (Prior: $75B; Est. $73.31B) 🟢 🔹 Operating Margin: XX% (Est. 33%) 🔴 🔹 Net Income: $28.2B; UP +19% YoY Google Services: 🔹 Revenue: $82.54B (Est. $80.44B) 🟢; UP +12% YoY 🔹 Operating Income: $33.06B (Est. $32.89B) 🟢; UP +11% YoY Google Advertising: 🔹 Total Ad Revenue: $71.34B (Est. $69.71B) 🟢; UP +10% YoY 🔹 Search & Other: $54.19B (Est."
@wallstengine on X 2025-07-23 20:07:12 UTC 74.2K followers, 69.6K engagements

"$CNC Centene Q225 Earnings Highlights 🔹 Revenue: $48.74B (Est. $44.24B) 🟢 🔹 Adj. EPS: ($0.16) (Est. $0.23) 🔴 🔹 Health Benefits Ratio: XXXX% (Est. 91.6%) 🔴; UP +5.4 ppts YoY 🔹 Total Premium & Service Revenue: $XXXXX B; UP +18% YoY 🔹 SG&A Expense Ratio: XXX% Segment Revenue 🔹 Medicaid: $21.72B ; UP +7% YoY 🔹 Commercial: $10.07B; UP +18% YoY 🔹 Medicare: $9.45B; UP +58% YoY 🔹 Other: $1.22B; UP +1% YoY Other Metrics 🔹 Cash from Operations: $1.79B 🔹 Days in Claims Payable: XX days CEO Commentary 🔸 We are disappointed by our second quarter results but we have a clear understanding of"
@wallstengine on X 2025-07-25 10:06:30 UTC 74.2K followers, 24K engagements

"$DECK Deckers Brands Q126 Earnings Highlights 🔹 Net Sales: $XXXXX M (Est. $XXXXXX M) 🟢; UP +16.9% YoY 🔹 EPS: $XXXX (Est. $0.68) 🟢; UP +24% YoY 🔹 Net Income: $XXXXX M; 🔹 Gross Profit: $XXXXX M; Gross Margin: XXXX% (vs. XXXX% YoY) Q226 Guidance 🔹 Net Sales: $XXXX B $XXXX B (Est. $XXXX B) 😐 🔹 EPS: $XXXX $XXXX (Est. $1.40) 🟢 Q1 Segment / Brand Results 🔹 HOKA Net Sales: $XXXXX M; UP +19.8% YoY 🔹 UGG Net Sales: $XXXXX M; UP +18.9% YoY 🔹 Other Brands Net Sales: $XXXX M; DOWN XXXX% YoY Channel Performance 🔹 Wholesale Net Sales: $XXXXX M; UP +26.7% YoY 🔹 DTC Net Sales: $XXXXX M; UP"
@wallstengine on X 2025-07-24 20:09:35 UTC 74K followers, 12.2K engagements

"DEUTSCHE BANK Q2 PROFIT TOPS ESTIMATES Deutsche Bank posted after-tax profit of 1.73B in Q2 beating the 1.45B estimate and marking its best Q2 and first-half since 2007. Revenue rose X% to 7.8B helped by asset management and investment banking. ROATE hit XXXX% right on target. CEO says theyre on track for 2025 goals"
@wallstengine on X 2025-07-24 09:34:07 UTC 74.2K followers, 6482 engagements

"$KC Kingsoft Cloud Q1'25 Earnings Highlights: 🔹 Adj. EPS: (RMB 0.08) (Est. RMB -0.62) 🟢 🔹 Revenue: RMB 1.97B (Est. RMB 2B) 😐; +10.9% YoY 🔹 Non-GAAP Gross Margin: XXXX% Segment Performance: 🔸 AI Gross Billing: RMB 525M; +228% YoY now XX% of Public Cloud 🔹 Public Cloud Revenue: RMB 1.35B; +14.0% YoY -XXX% QoQ 🔹 Enterprise Cloud Revenue: RMB 616.5M; +4.8% YoY -XXXX% QoQ Profitability & Expenses: 🔹 Cost of Revenue: RMB 1.65B; +11.4% YoY IDC Cost: RMB 722.8M; -XXX% YoY Depreciation/Amortization: RMB 378.5M; Up significantly YoY 🔹 Total OpEx: RMB 552.5M; -XXX% YoY +17.7% QoQ S&M: RMB"
@wallstengine on X 2025-05-29 09:14:54 UTC 73.8K followers, 9714 engagements

"Richtech Robotics' $RR R&D team is hinting at the upcoming unveiling of ADAM V3 their latest version of the AI robot"
@wallstengine on X 2025-07-22 22:57:43 UTC 73.8K followers, 16.8K engagements

"$GOOGL Monthly tokens processed has apparently increased by 50x in just the last year"
@wallstengine on X 2025-05-20 17:09:18 UTC 73.8K followers, 16.6K engagements

"MCDONALDS SNACK WRAP COMEBACK SPARKS LETTUCE SHORTAGE Snack Wraps returned July XX and instantly drove a traffic surgeup XXXX% that day per Placer. ai. The spike caused brief lettuce shortages with $MCD's telling U.S. stores to hold it from McChickens and offer McNuggets or McDoubles instead. Demand blew past projections as customers flocked back after a tough Q2 with U.S. sales down 3.6%. Wraps are priced at $XXXX. Source: WSJ"
@wallstengine on X 2025-07-18 19:51:18 UTC 74K followers, 8292 engagements

"Foot Locker $FL confirmed Dicks $DKS voluntarily pulled its HSR pre-merger filing on July XX to give the FTC more time to review their proposed merger. Dicks plans to refile around July XX restarting the 30-day clock. Both companies still expect to close the deal in H2 2025"
@wallstengine on X 2025-07-24 10:25:01 UTC 74.2K followers, 6357 engagements

"$BE TO POWER $ORCL AI DATA CENTERS WITH FUEL CELLS Bloom Energy will deploy its fuel cell tech at select Oracle Cloud Infrastructure data centers across the U.S. to help support booming AI and cloud demand. The systems can deliver clean onsite power for full data centers within XX days. Oracle EVP Mahesh Thiagarajan says the move strengthens OCIs energy portfolio as it scales gigawatt-level AI centers. Bloom has over XXX GW installed globally and says this deal offers Oracle reliable fast-deploying power with no air pollution or water use"
@wallstengine on X 2025-07-24 13:10:39 UTC 74.2K followers, 17.8K engagements

"Palo Alto clarified that it hasnt denied todays rumors about a possible acquisition of SentinelOne $S. $PANW spokesperson told Investing. com We do not comment on rumor or speculation.Earlier reports had suggested PANW outright denied the rumors but thats not the case"
@wallstengine on X 2025-07-21 19:19:25 UTC 74.2K followers, 15K engagements

"$LMT SENATE PANEL BACKS XX F-35'S FOR AIR FORCE IN FY26 PROPOSAL"
@wallstengine on X 2025-07-11 14:08:51 UTC 73.9K followers, 7846 engagements

"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.31% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
@wallstengine on X 2025-07-28 20:00:49 UTC 74.2K followers, 13.3K engagements

"LVMH is in talks to sell Marc Jacobs in a deal that could fetch around $1B per WSJ. Potential buyers include Authentic (Reebok owner) Bluestar Alliance (Brookstone) and WHP Global (Vera Wang)"
@wallstengine on X 2025-07-25 18:38:45 UTC 74.1K followers, 7798 engagements

"$OKLO and Liberty Energy $LBRT are teaming up to deliver integrated power solutions for big energy users like data centers and industrial sites. Liberty will provide natural gas power now while Oklos small nuclear reactors will add zero-carbon baseload as they come online"
@wallstengine on X 2025-07-23 10:47:53 UTC 73.7K followers, 7432 engagements

"BofA Securities Upgrades $CSX to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade CSX to Buy from Neutral and increase our price objectives for CSX and Norfolk Southern given increased potential for M&A discussions to drive valuation interest in U.S. railroads higher. Additionally CSXs internal service improvements warrant a valuation revisit. We increase our price objective to $XX from $XX based on a 21.5x multiple on our 2026 EPS estimate (up from 20.5x on 2025 estimates) which is the top of the 18.5x21.5x five-year one standard deviation trading range of the Class 1"
@wallstengine on X 2025-07-17 11:57:36 UTC 73.8K followers, 6114 engagements

"3M $MMM: DEMAND IN CONSUMER SEGMENT LIKELY TO REMAIN SLOW DUE TO THE SUBDUED U.S. RETAIL ENVIRONMENT"
@wallstengine on X 2025-07-18 13:16:37 UTC 74K followers, 7528 engagements

"Today's Key Events (All EST) 07/24/2025 08:30: US Initial Jobless Claims 09:45: US S&P PMI Flash 10:00: US New Home Sales 13:00: US 10-Year TIPS Auction Before Open 👇 01:00: Teck Resources $TECK 01:00: STMicroelectronics $STM 05:00: Nokia $NOK 06:00: Dow $DOW 06:00: Honeywell $HON 06:00: West Pharma $WST 06:15: Textron $TXT 06:15: TransUnion $TRU 06:30: Valero Energy $VLO 06:30: Keurig Dr Pepper $KDP 06:30: Dover $DOV 06:30: Wabtec $WAB 06:45: Southwest Airlines $LUV 06:45: RPM International $RPM 06:55: L3Harris Technologies $LHX 06:55: Tractor Supply $TSCO 06:55: Laboratory Corp. $LH 07:00:"
@wallstengine on X 2025-07-24 07:33:57 UTC 73.8K followers, 11.6K engagements

"JPMorgan Upgrades $SLM to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade SLM Corp. to Overweight given a higher originations outlook from the Grad PLUS opportunity. We increase our originations estimates in 2027 on the potential Grad PLUS opportunity as we believe the OBBBAs elimination of the Grad PLUS program could result in an incremental $XXX billion to $XXX billion of originations for SLM. This translates into accretive gain on sale income and could drive upside to share repurchases and EPS. We expect upside from the Grad PLUS opportunity to offset"
@wallstengine on X 2025-07-11 07:17:49 UTC 74K followers, 7217 engagements

"HOUSING STARTS 1.321M EST. 1.3M; UP XXX% BUILDING PERMITS 1.397M EST. 1.387M; UP 0.2%"
@wallstengine on X 2025-07-18 12:33:08 UTC 73.9K followers, 7715 engagements

"$NSC $CSX REPORTEDLY Berkshire-owned BNSF is considering a bid for a rival railway per industry chatter"
@wallstengine on X 2025-07-21 21:19:22 UTC 73.8K followers, 9428 engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.42% 🟩 $QQQ +0.17% 🟩 $DJI +0.47% 🟩 $IWM +0.66% 🟩"
@wallstengine on X 2025-07-23 13:30:59 UTC 74K followers, 19.3K engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.26% 🟩 $QQQ +0.09% 🟩 $DJI +0.37% 🟩 $IWM +0.60% 🟩"
@wallstengine on X 2025-07-16 13:30:40 UTC 74K followers, 19.1K engagements

"$SOFI Q225 Earnings Highlights 🔹 EPS: $XXXX (Est. $0.06) 🟢; UP +700% YoY 🔹 Net Revenue: $XXXXX M (Est. $XXX M) 🟢; UP +44% YoY 🔹 Adj. EBITDA: $XXXXX M; UP +81% YoY FY25 Guidance: 🔹Net Revenue: $XXXXX B (prior range $3.2353.310 B) 🟢 🔹EBITDA: $XXX M (prior $875895 M) 🟢 🔹EPS: $XXXX (Est. $0.28) 🟢 Q2 Growth Metrics: 🔹 FeeBased Revenue: $XXXXX M; UP +72% YoY 🔹 Members: XXXX M; UP +34% YoY 🔹 Products: XXXX M; UP +34% YoY Segment Results: 🔹 Financial Services Revenue: $XXXXX M; UP +106% YoY 🔹 Technology Platform Revenue: $XXXXX M; UP +15% YoY 🔹 Lending Revenue: $XXXXX M; UP +30% YoY"
@wallstengine on X 2025-07-29 11:07:24 UTC 74.2K followers, 34.3K engagements

"31 of the XX most valuable private companies are based in the U.S. topped by Elon Musk's $350B SpaceX. Chinas ByteDance is #2. AI firms like OpenAI Anthropic and xAI also crack the top 10"
@wallstengine on X 2025-07-26 22:01:42 UTC 74.2K followers, 125.2K engagements

"Nvidia $NVDA generated $3.6M in revenue and nearly $2M in net income per employee last yearmore than any Big Tech company"
@wallstengine on X 2025-03-13 19:14:51 UTC 74K followers, 58.5K engagements

"HUMANA $HUM DROPS SHARPLY AFTER LOSING MEDICARE BONUS PAYMENT LAWSUIT per Bloomberg"
@wallstengine on X 2025-07-18 14:09:41 UTC 74.1K followers, 11.9K engagements

"$META SHOWS OFF WRISTBAND THAT LETS YOU CONTROL COMPUTERS WITH JUST A TWITCH Metas new EMG-based wristband reads electrical signals from your forearm muscles letting you move a cursor open apps or even write in the airjust by intending to. It uses AI to recognize muscle patterns across users without any surgery"
@wallstengine on X 2025-07-23 16:28:04 UTC 73.8K followers, 7910 engagements

"$MCD'S TO TEST COLD BREWS AND DIRTY SODAS THIS FALL Starting in September McDonalds will roll out about XX new iced drinksincluding Creamy Vanilla Cold Brew and fruity dirty sodasat XXX U.S. stores mostly in Wisconsin and Colorado"
@wallstengine on X 2025-07-24 09:47:25 UTC 74K followers, 6311 engagements

"BMO Capital Initiates Coverage on $MDB with Outperform Rating PT $XXX Analyst comments: "We are launching on MongoDB with an Outperform rating and a $XXX target price. We believe MongoDB has leading technology in the large and fast-growing non-relational database market. Moreover we expect MongoDB to participate in the growth of generative AI workloads and applications over the longer term. Our view is that MongoDB can maintain 20%+ Atlas growth over the next few years. Hence given several catalysts we view the current valuation as attractive and believe it can move higher with consistent"
@wallstengine on X 2025-07-28 07:48:36 UTC 74.2K followers, 6988 engagements

"MICROSOFT $MSFT PROBING WHETHER LEAK FROM ALERT PROGRAM LED TO HACKS"
@wallstengine on X 2025-07-25 18:11:41 UTC 74.1K followers, 8383 engagements

"TD Cowen Upgrades $PD to Buy from Hold Raises PT to $XX from $XX Analyst comments: "We upgrade shares to Buy as we see a high likelihood of PagerDuty being acquired following Friday's Reuters article. Qatalyst Partners has a strong track record of facilitating software M&A and weve seen many similar situations result in sales over the years. PagerDuty trades at only 2.5x EV/CY26E Sales and we view 34x EV/CY26 Sales as a reasonable range ($19$24.50). We find the risk/reward compelling." Analyst: Andrew Sherman"
@wallstengine on X 2025-07-28 11:05:23 UTC 74.2K followers, 7184 engagements

"MERCK & CO. AGREES TO BUY $VRNA VERONA PHARMA FOR $107/ADS"
@wallstengine on X 2025-07-09 10:31:50 UTC 74.1K followers, 7575 engagements

"$SAP Q2'25 Earnings Highlights 🔹 Revenue: 9.03B (Est. 9.07B) 🔴 🔹 EPS (Basic Non-IFRS): XXXX (Est. 1.67) 🔴 🔹 Cloud: 5.13B (Est. 5.17B) 🔴; +24% YoY 🔹 Cloud & Software: 7.97B (Est. 7.99B) 🔴; +11% YoY FY25 Guidance (At CC) 🔹 Cloud Revenue: 21.6B21.9B; UP +26% to +28% YoY 🔹 Cloud & Software Revenue: 33.1B33.6B; UP +11% to +13% YoY 🔹 Non-IFRS Operating Profit: 10.3B10.6B; UP +26% to +30% YoY 🔹 Free Cash Flow (Actual FX): 8.0B; UP +89% YoY 🔹 Non-IFRS Effective Tax Rate: XX% Q2 Cloud Metrics 🔹 Cloud ERP Suite: 4.42B; UP +30% YoY 🔹 Current Cloud Backlog: 18.1B; UP +22% YoY 🔹 SaaS/PaaS:"
@wallstengine on X 2025-07-22 20:36:36 UTC 73.9K followers, 15K engagements

"HESS WINS ARBITRATION VS EXXON CLEARING PATH FOR $53B CHEVRON DEAL Chevron $CVX can move ahead with its acquisition of Hess after winning arbitration against $XOM over rights to Guyanas Stabroek Block. The ruling clears access to over 11B barrels of oil"
@wallstengine on X 2025-07-18 10:39:32 UTC 73.9K followers, 7296 engagements

"A bunch of Wall Street favorites are set to report earnings next week. Ill be putting together a detailed preview in my newsletter. Which stock are you most interested in and want me to cover 👀 $AAPL $AMZN $MSFT $META $V $MA $PYPL $COIN $SPOT $NFLX $ROKU $QCOM $UNH $PG $BA $XOM $CVX $SBUX $EBAY $RBLX $ETSY $HOOD $SOFI $MSTR $RDDT $NET $FSLR $UPS $RACE $HSY $VRT $WING $HUM $RCL $APLD $CVNA $ARM $EA"
@wallstengine on X 2025-07-25 12:10:08 UTC 74.2K followers, 8319 engagements

"Globalstar $GSAT signed a launch deal with SpaceX for nine replacement satellites set to launch next year. The satellites built by MDA will work alongside its current fleet to enhance services. The FCC has approved them for a renewed 15-year term"
@wallstengine on X 2025-07-07 13:18:35 UTC 74K followers, 7993 engagements

"Vail Resorts $MTN just slashed its full-year earnings forecast to $848M$870M down from a prior low end of $854M. The move comes just a week after Rob Katz returned as CEO. Skier visits dropped XXX% last quarter and it's the 7th decline since mid-2023. Fewer day-ticket buyers offset stronger pass sales"
@wallstengine on X 2025-06-05 21:49:22 UTC 73.8K followers, 10.1K engagements

"The IEA says global coal demand is set to reach an ALL-TIME HIGH this year. Rising use in the U.S.up XX% in H1and steady demand from India and Europe are driving the increase. The agency now sees coal demand starting to fall in 2026 a year earlier than previously forecast"
@wallstengine on X 2025-07-24 09:20:26 UTC 74K followers, 10.1K engagements

"JPMorgan Initiates Coverage on $CHYM with Overweight Rating PT $XX Analyst comments: "Chime cracked the code of scaling financial services as a non-bank by earning the trust of everyday Americans with a 'low cost no cost' banking model that improves the financial lives of those historically burdened by fees and minimum balance requirements. Chime boasts the largest direct deposit base of any U.S. fintech ever ranking as the sixth largest debit card issuer with over XX% purchase volume and member growth in 2024. We see attractive earnings power potential as Chime grows its consumer platform of"
@wallstengine on X 2025-07-07 07:39:29 UTC 73.8K followers, 6992 engagements

"U.S. online sales across all retailers hit $24.1B during the 4-day $AMZN Prime Day period ending July XX up XXXX% from the same stretch last year per Adobe. That beat the XXXX% growth estimate. Amazon says it was the biggest Prime Day run ever with strong demand for Alexa devices Ring doorbells and other house-brand products. Most shoppers stuck to essentialstwo-thirds of items sold were under $XX and the average household spent $XXX according to Numerator. Source: Adobe Numerator Amazon"
@wallstengine on X 2025-07-14 11:18:37 UTC 74K followers, 99.8K engagements

"TRUMP TRADE ADVISER NAVARRO: WE ARE FOCUSED ON RARE EARTHS SUPPLY FROM OUTSIDE CHINA"
@wallstengine on X 2025-07-23 17:53:38 UTC 73.8K followers, 9888 engagements

"$CEG $VST $TLN PJM Interconnection the largest U.S. grid operator set capacity prices at a record $XXXXXX per megawatt-day for the 20262027 delivery year pushing total capacity costs to $16.1Bup from $14.7B in the prior auction. The higher price reflects soaring power demand including the rapid growth of AI data centers. This marks the first auction with both a price floor and cap with the final clearing price hitting the top of that range. The outcome is a clear win for power generators like Constellation Energy Vistra and Talen Energy which benefit from these payments to keep plants online"
@wallstengine on X 2025-07-22 20:39:05 UTC 74K followers, 17.8K engagements

"CNBC reports Palo Alto $PANW says there's no truth to the SentinelOne $S buyout rumor"
@wallstengine on X 2025-07-21 18:45:33 UTC 74K followers, 18.4K engagements

"$GXO just signed a multi-year deal with Sky Italia to handle logistics for decoders routers and Sky Glass TVs out of its 30000 sqm Colleferro site. The facility will store over X million items with 7000 sqm dedicated to Sky inventory. GXO will manage everything from returns to hardware testing"
@wallstengine on X 2025-07-15 11:04:35 UTC 73.8K followers, 5617 engagements

"4 Stocks That Stand to Benefit the Most If U.S. Tariffs on Chinese Battery Materials Are Enforced X. $WWR: U.S. Graphite Anode Plant Under Construction; Direct Substitute Why: The Commerce Dept.s active anode AD/CVD case is specifically about Chinese graphite-based anode material dumping (prelim margins cited up to triple digits some 900%). WWRs Kellyton Alabama facility is being built to supply domestic battery-grade graphite anode exactly the slot Chinese product now fills. A 93%+ tariff instantly widens WWRs price umbrella vs. imports and strengthens its hand in offtake negotiations with"
@wallstengine on X 2025-07-17 17:51:07 UTC 74K followers, 23.2K engagements

"$VLO Valero Energy Q2'25 Earnings Highlights 🔹 Revenue: $29.89B (Est. $26.97B) 🟢 🔹 Adjusted EPS: $XXXX (Est. $1.72) 🟢 🔹 Net Income: $714M; DOWN from $880M YoY 🔹 GAAP EPS: $2.28; DOWN from $XXXX YoY 🔹 Net Cash from Ops: $936M 🔹 Adjusted Net Cash from Ops: $1.3B (ex-WC & JV impact) 🔹 Capital Investments: $407M (incl. $371M sustaining) 🔹 Dividend Declared: $1.13/share Segment Performance: Refining 🔹 Operating Income: $1.3B (vs. $1.2B YoY) 🔹 Throughput: 2.9M BPD 🔹 Refining Margin/BBL: $XXXXX (Est. $11.75) 🟢 🔸 Set record throughput rate in U.S. Gulf Coast Renewable Diesel (Diamond"
@wallstengine on X 2025-07-24 10:34:13 UTC 74.2K followers, 7066 engagements

"Humana $HUM will eliminate about one-third of prior auths for outpatient services by Jan X 2026. That includes diagnostic services like colonoscopies transthoracic echos and select CT/MRIs. The company also aims to provide a decision within one business day on 95%+ of complete electronic requestsup from the current XX% rate. CEO Jim Rechtin says the system is too complex and must improve"
@wallstengine on X 2025-07-22 10:25:43 UTC 74.1K followers, 7918 engagements

"$SPOT Spotify Q2'25 Earnings Highlights 🔹 Revenue: 4.19B (Est. 4.27B) 🔴; UP +10% YoY 🔹 EPS: (0.42) (Est. 2.05) 🔴 🔹 Gross Margin: 31.5%; UP +227 bps YoY 🔹 Subscribers: 276M; UP +12% YoY 🔹 MAUs: 696M; UP +11% YoY Q3 Guidance 🔹 MAUs: 710M (Est. 707.16M) 🟢 🔹 Revenue: 4.2B (Est. 4.48B) 🔴 CEO Commentary 🔸 People come to Spotify and they stay on Spotify. By constantly evolving we create more and more value for the almost XXX million people using our platform. 🔸 This value not only benefits users but its attracting more people to streaming and as a result its also boosted the industries"
@wallstengine on X 2025-07-29 10:10:19 UTC 74.2K followers, 20.9K engagements

"Mark Zuckerberg has named Shengjia Zhao as Chief Scientist of $META's Superintelligence Labs"
@wallstengine on X 2025-07-25 19:54:37 UTC 74.2K followers, 17K engagements

"Jefferies Maintains Underperform Rating on $OSCR Lowers PT to $X from $X Analyst comments: "The stock rising X% on a $XXX million EBIT cut doesn't make a lot of sense even if positioning was extreme. Other factors could be that no capital raise was launched or at face value Oscar Health raising 2025 medical loss ratio by +530 basis points is less bad than Centene and Elevance Healths mid-high single-digit percent increases. However guidance appears very aggressive. We expect another 200bp+ MLR/margin cut that lands Oscars pressure roughly in line with CNC and ELV and lower our projected"
@wallstengine on X 2025-07-23 10:14:20 UTC 74.2K followers, 131.6K engagements

"Novo Nordisk $NVO has named Maziar Mike Doustdar as President and CEO effective August X 2025. Martin Holst Lange will become Chief Scientific Officer as Marcus Schindler retires. The company is also merging its research and development units into a single R&D division. ("
@wallstengine on X 2025-07-29 11:40:19 UTC 74.2K followers, 7188 engagements

"$PEGA Pegasystems Q2'25 Earnings Highlights 🔹 Revenue: $384.5M (Est. $362.5M) 🟢; +9% YoY 🔹 Adj. EPS: $XXXX (Est. $0.24) 🟢; +8% YoY Cloud & Subscription Metrics 🔹 ACV: $1.51B; UP +16% YoY (14% in constant currency) 🔹 Pega Cloud ACV: $761M; UP +28% YoY (25% in constant currency) 🔹 Pega Cloud Backlog: $1.32B; UP +30% YoY (26% in constant currency) 🔹 Subscription Revenue: $326.0M; UP +9% YoY 🔹 Pega Cloud Revenue: $166.7M; UP +24% YoY 🔹 Maintenance Revenue: $79.3M; DOWN -X% YoY 🔹 Consulting Revenue: $57.8M; UP +11% YoY CEO & CFO Commentary 🔸 Our unique approach to AI was a key driver"
@wallstengine on X 2025-07-22 20:19:53 UTC 74.2K followers, 7962 engagements

"HYUNDAI WARNS OF BIGGER TARIFF HIT AFTER Q2 PROFIT DROP Hyundai posted a $602M operating loss from higher U.S. tariffs in Q2 and says the impact will be even greater in the second half. Net profit dropped XX% to $2.36B missing estimates while operating margin shrank to 7.5%"
@wallstengine on X 2025-07-24 09:56:03 UTC 74K followers, 7424 engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.08% 🟩 $QQQ +0.32% 🟩 $DJI -XXXX% 🟥 $IWM +0.24% 🟩"
@wallstengine on X 2025-07-28 13:36:21 UTC 74.2K followers, 19.9K engagements

"PALO ALTO NETWORKS $PANW NEARS OVER $20B DEAL FOR $CYBR CYBERARK: WSJ"
@wallstengine on X 2025-07-29 16:18:35 UTC 74.2K followers, 12.1K engagements

"SENATE DEMOCRATS OPPOSE RESUMING CHINA CHIP SALES - LETTER VIA BBG $NVDA $AMD"
@wallstengine on X 2025-07-28 15:21:05 UTC 74.2K followers, 14.4K engagements

"Baker Hughes $BKR is acquiring Chart Industries $GTLS for $210/share in cash valuing the deal at $13.6B. The deal brings $325M in expected synergies and is set to be EPS accretive in year one. Flowserve $FLS will get a $266M breakup fee after walking away"
@wallstengine on X 2025-07-29 10:36:02 UTC 74.2K followers, 6722 engagements

"$MMM 3M Company Q2'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $2.01) 🟢; UP +12% YoY 🔹 Revenue: $6.3B (Est. $6.1B) 🟢; UP +1.4% YoY 🔹 Organic Sales Growth: +0.6% YoY 🔹 Adj Oper Margin: 24.5%; UP +290 bps YoY FY25 Guide: 🔹 Adj EPS: $XXXX $XXXX (Est. $7.67) 🟢 🔹 Adj Sales Growth: +2.5% 🔹 Adj Organic Sales Growth: +2.0% 🔹 Adj Operating Cash Flow: $5.1B $5.5B 🔹 Adj Free Cash Flow Conversion: XXX% Cash Flow & Capital Return 🔹 Operating Cash Flow: $(1.0)B (impacted by $2.2B legal payments) 🔹 Adjusted Free Cash Flow: $1.3B 🔹 Capital Return: $1.3B via dividends + share repurchases CEO"
@wallstengine on X 2025-07-18 10:34:38 UTC 74K followers, 10.3K engagements

"Trump and Powell just had a wild exchange in front of reporters over the Feds renovation costs: Trump: Its now $3.1B. Just came out. Powell: I havent heard that. Trump (pulls out paper): XXX. Powell: You just added a 3rd building. Trump: Its part of the overall"
@wallstengine on X 2025-07-24 20:21:32 UTC 74.2K followers, 46K engagements

"JPMorgan Upgrades $SRPT to Neutral from Underweight Sets PT at $XX Analyst comments: "We are moving to a Neutral rating (from Underweight prior) and reinstating a December 2026 price target of $XX (prior no PT). The FDA recommendation to remove the voluntary pause of shipments of Elevidys in ambulatory patients is certainly a clear win. In particular the update came rather quickly after Sarepta voluntarily paused shipments only one week ago and should provide confidence in the financial outlook for the companyespecially related to debt and Arrowhead partnership obligations. Interestingly the"
@wallstengine on X 2025-07-29 07:36:15 UTC 74.2K followers, 5127 engagements

"$GRRR LANDS $NVDA PARTNERSHIP REPORTS $5.6B PIPELINE Gorilla Technology just announced it has an active global pipeline worth $XXX billion across XX opportunities and is now an official NVIDIA solutions provider. It expects to close $XXX billion in contracts by mid-2026 with deals spanning 3-15 years. The company plans a big US expansion has $XXX million in cash and is eyeing a major AI firm acquisition this quarter"
@wallstengine on X 2025-07-11 12:07:25 UTC 74K followers, 16.3K engagements

"$SPOT Shares down XX% today testing low AVWAP"
@wallstengine on X 2025-07-29 18:21:59 UTC 74.2K followers, 8703 engagements

"$NNE TAPS AECOM FOR UIUC PROJECT NANO Nuclear has brought on AECOM to support engineering and environmental work for its first KRONOS MMR microreactor at the University of Illinois Urbana-Champaign. The deal covers everything from site analysis to permitting as the company moves toward a construction permit application with the NRC. This marks a key step in deploying NANO's high-temp gas-cooled reactor tech. A successful install at UIUC would serve as a real-world demo and model for future rollouts"
@wallstengine on X 2025-07-14 10:15:22 UTC 73.8K followers, 6560 engagements

"$NVDA is currently the worlds biggest company at over $XXXX Trillion market cap$1T larger than $AAPL $2T over $GOOGL more than 2x META and 4x $TSLA"
@wallstengine on X 2025-07-25 17:15:04 UTC 74.2K followers, 19.5K engagements

"Redburn-Atlantic Downgrades $MNST to Neutral from Buy Lowers PT to $XX from $XX Analyst comments: "From X June 2025 the US government raised its tariff on imported aluminium from XX% to 50%. As a result the US Midwest Premium a premium that is added to the aluminium spot rate to give a proxy for the local US aluminium price soared to over $1400 per metric tonne more than triple that of the average in 2024. Monster has hedges in place to delay the hit to its margins but in 2026 it will face the spectre of aluminium cost inflation hitting the P&L just as US price increases roll off. Paired with"
@wallstengine on X 2025-07-09 08:36:31 UTC 73.8K followers, 12.8K engagements

"PayPal $PYPL has rolled out Pay with Crypto letting U.S. merchants accept payments in over XXX cryptocurrenciesincluding BTC ETH USDT and SOLwith a XXXX% fee and instant settlement to fiat or stablecoins. The service connects to wallets like MetaMask Coinbase and Binance and aims to cut international payment costs by up to 90%. Launch rolls out in the coming weeks"
@wallstengine on X 2025-07-28 14:17:41 UTC 74.2K followers, 11.5K engagements

"$IBKR Interactive Brokers Q2'25 Earnings Highlights 🔹 Net Revenue: $1.48B (Est. $1.38B) 🟢; UP +15% YoY 🔹 Adj EPS: $XXXX (Est. $0.46) 🟢; UP +16% YoY 🔹 Net Interest Income: $860M (Est. $794.7M) 🟢; UP +9% YoY 🔹 Commission Revenue: $516M; UP +27% YoY 🔹 Pretax Profit: $1.10B; UP +17% YoY 🔹 Pretax Margin: 75%; UP from XX% YoY Key Customer Metrics 🔹 Customer Accounts: 3.87M (Est. 3.86M) 🟢; UP +32% YoY 🔹 Customer Equity: $664.6B; UP +34% YoY 🔹 Customer Margin Loans: $65.1B; UP +18% YoY 🔹 Avg. Customer Margin Loans: $60.93B (Est. $61.02B) 🟡 🔹 Customer Credits: $143.7B; UP +34% YoY 🔹"
@wallstengine on X 2025-07-17 20:07:39 UTC 74.1K followers, 20K engagements

"Oppenheimer Upgrades $SPOT to Outperform from Perform Sets PT at $XXX Analyst comments: "With shares XX% off their all-time highs we upgrade Spotify from Perform to Outperform and establish an $XXX target as we see many tailwinds ahead. We model: 1) the largest monthly active user runway in Internet 2) free tier monetization (either through ads or an ad-supported monthly fee) 3) conversion benefits from App Store changes 4) a Superfan tier 5) continued gross margin leverage and 6) free cash flow generation and share repurchases. We forecast a XX% revenue CAGR from 2024 to 2030 based on a 9%"
@wallstengine on X 2025-07-24 08:35:21 UTC 74K followers, 5901 engagements

"US JULY CB CONSUMER CONFIDENCE 97.2; EST. 96.0"
@wallstengine on X 2025-07-29 14:01:31 UTC 74.2K followers, 6523 engagements

"CANTOR FITZGERALD NEARS $4B SPAC DEAL WITH BITCOIN PIONEER: FT"
@wallstengine on X 2025-07-15 20:01:47 UTC 74.1K followers, 15.5K engagements

"Guggenheim Upgrades $DT to Buy from Neutral Sets PT at $XX Analyst comments: "We are upgrading Dynatrace shares based on increased confidence that key catalysts for Dynatraces business are gaining momentum coupled with a favorable model setup. Our channel checks indicate increased usage of application performance monitoring and consolidation of observability tools onto its platformincluding log managementare collectively driving overages and sizable early renewals. These catalysts underpin our plausible scenario subscription revenue estimate of at least XX% constant currency growth in FY26"
@wallstengine on X 2025-07-23 08:23:28 UTC 74K followers, 5793 engagements

"JAPAN'S 2Y BOND AUCTION DRAWS BIGGEST DEMAND SINCE OCT as yields near 2008 highs. Bid-to-cover hit XXXX up from XXXX and yields dipped X bps to 0.82%"
@wallstengine on X 2025-07-29 07:15:24 UTC 74.2K followers, 6499 engagements

"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $VZ $DPZ $NXPI Tues: $KO $LMT $GM $DHR $GEV $TXN $SAP $ENPH $ISRG $CB Wed: Existing Home Sales + $T $NEE $TSLA $GOOGL $NOW $IBM Thu: Jobless Claims + $BX $HON $AAL $NDAQ $UNP $INTC $DLR Fri: $HCA $PSX $CHTR Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game"
@wallstengine on X 2025-07-19 11:41:06 UTC 74K followers, 12.6K engagements

"$AAPL AI team just lost a 4th researcher to $META in a month Bowen Zhang is joining Metas Superintelligence team. Thats after the head of Apples foundation models team left for a $200M package"
@wallstengine on X 2025-07-29 18:10:28 UTC 74.2K followers, 31.1K engagements

"$LYFT is rolling out a new feature that lets riders favorite or block drivers after a trip. Favoriting boosts the chance of getting matched again and drivers marked as favorites get priority for scheduled rides. Launch begins in select areas and expands across the U.S. and Canada by end of August"
@wallstengine on X 2025-07-24 15:54:46 UTC 73.8K followers, 7101 engagements

"MEDICARE DRUG PLAN PREMIUMS ARE SET TO JUMP in 2026 as federal subsidies drop XX% and insurers pass on rising drug costs. The $6.2B subsidy that held 2025 premiums down is being scaled back and CMS warns premiums will rise a lot. - WSJ $UNH $OSCR $HUM $CNC"
@wallstengine on X 2025-07-29 07:10:07 UTC 74.2K followers, 21.5K engagements

"SQUEEZE FEST $SPY +0.64% 🟩 $QQQ +1.27% 🟩 $DJI -XXXX% 🟥 $IWM +0.27% 🟩 Here's a final weekly heatmap of S&P 500"
@wallstengine on X 2025-07-18 20:00:48 UTC 74K followers, 7837 engagements

"Alphabets Isomorphic Labs has raised $XXX million in its first external funding round led by Thrive Capital which also backs OpenAI. The AI drug discovery unit is run by Demis Hassabis and has partnerships with Novartis and Eli Lilly"
@wallstengine on X 2025-03-31 19:34:30 UTC 74.1K followers, 6970 engagements

"$COF Capital One Q2'25 Earnings Highlights 🔹 Revenue: $12.49B (Est. $11.84B) 🟢; UP +25% QoQ 🔹 Adj. EPS: $XXXX (Est. $3.88) 🟢 🔹 Net Interest Margin: XXXX% (Est. 7.43%) 🟢 🔹 Efficiency Ratio: XX% (Est. 52%) 😐 🔹 Net Charge-Offs: $3.06B (Est. $3.25B) 🟢 🔹 Loans Held for Investment: $439.3B (Est. $397.5B) 🟢 Segment: 🔹 Credit Card Loans: $269.7B; UP +72% QoQ 🔹 Domestic Card Loans: $252.5B; UP +68% QoQ 🔹 Auto Loans: $80.0B; UP +3% QoQ 🔹 Commercial Loans: $88.4B; UP +1% QoQ 🔹 Total Loans Held for Investment: $439.3B; UP +36% QoQ 🔹 Total Deposits: $468.1B; UP +27% QoQ 🔹"
@wallstengine on X 2025-07-22 20:15:53 UTC 73.8K followers, 8169 engagements

"eToro $ETOR is expanding 24/5 trading to XXX U.S. stocks and ETFs and plans to launch tokenized equities as ERC20 tokens on Ethereum. Users will be able to redeem tokenized stocks for real assets on the platform bridging traditional markets with DeFi"
@wallstengine on X 2025-07-29 14:35:57 UTC 74.2K followers, 7472 engagements

"$AVGO'S $61B VMWARE DEAL FACES EU COURT CHALLENGE: BBG Cloud group CISPE has filed a legal complaint arguing the EU approved the merger without protections against Broadcoms potential market abuse. They claim Broadcom hiked prices and tightened licensing after the buyout hurting cloud competition across Europe. The EU General Court will now review whether regulators need to revisit the deal"
@wallstengine on X 2025-07-24 07:50:19 UTC 74.1K followers, 9106 engagements

"William Blair Upgrades $AMPX to Outperform from Market Perform Analyst comments: "We are upgrading Amprius to Outperform as its top customers stand to benefit significantly from the current administrations push to build a domestic drone industry. Additionally risks related to foreign entities of concern (FOEC) tied to its China-based contract manufacturing are now mitigated with the company bringing a South Korea facility online by year-end. While the stock has already seen a strong run-up following the drone executive order we believe Amprius is just beginning to convert evaluations into"
@wallstengine on X 2025-07-18 09:19:29 UTC 74.1K followers, 6039 engagements

"$CSCO Cisco Q3'25 Earnings Highlights 🔹 Revenue: $14.15B (Est. 14.05B) 🟢; UP +11% YoY 🔹 Non-GAAP EPS: $XXXX (Est. $0.92) 🟢; UP +9% YoY 🔹 Operating Cash Flow: $4.1B; UP +2% YoY FY25 Guidance 🔹 Revenue: $56.5B$56.7B (Prev: $56B$56.5B) 🟢 🔹 Non-GAAP EPS: $3.77$3.79 🔹 GAAP EPS: $2.53$2.58 Q4 FY25 Guidance 🔹 Revenue: $14.5B$14.7B 🔹 Non-GAAP EPS: $0.96$0.98 🔹 GAAP EPS: $0.62$0.67 Segment Revenue Breakdown 🔹 Networking: $7.07B; UP +8% YoY 🔹 Security: $2.01B; UP +54% YoY 🔹 Collaboration: $1.03B; UP +4% YoY 🔹 Observability: $261M; UP +24% YoY 🔹 Services: $3.78B; UP +3% YoY Geographic"
@wallstengine on X 2025-05-14 20:08:10 UTC 74K followers, 19.9K engagements

"Alaska Airline $ALK grounded all flights Sunday due to an IT outage halting both Alaska and Horizon Air. Ops resumed at 11PM PST but delays are expected as recovery begins. Fleet includes XXX Boeing 737s and XX Embraer 175s"
@wallstengine on X 2025-07-21 08:07:50 UTC 73.8K followers, 5824 engagements

"A group representing $GM Ford $F & Stellantis $STLA is pushing back on a proposed Japan trade deal that would lower auto import tariffs to XX% while keeping Canada and Mexico tariffs at 25%. They argue it puts U.S.-made cars with high domestic content at a disadvantage - RTRS"
@wallstengine on X 2025-07-23 08:30:45 UTC 73.8K followers, 8287 engagements

"US AMBASSADOR TO CANADA: HOPEFULLY VERY SOON A TRADE DEAL BETWEEN CANADA AND THE US WILL BE REACHED"
@wallstengine on X 2025-07-29 18:33:42 UTC 74.2K followers, 7088 engagements

"Raymond James Downgrades $OSCR to Market Perform from Outperform; says risk/reward more balanced after sharp rally Analyst comments: "We are downgrading OSCR to Market Perform following the XX% rally over the last week driven by some of the language changes to the ACA in the Senate reconciliation package and some meme stock fervor online. However we think the risk/reward is more balanced at this point and the policy and fundamental environment has gotten less constructive creating a tougher set up for the stock over the medium term. While we continue to view the OSCR management team as top"
@wallstengine on X 2025-06-24 10:15:21 UTC 74K followers, 16.8K engagements

"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.33% 🟩 $QQQ +0.10% 🟩 $DJI +0.53% 🟩 $IWM +1.00% 🟩"
@wallstengine on X 2025-07-16 20:00:55 UTC 74K followers, 12.7K engagements

"REPORTER: What would you do with a project manager who went over budget TRUMP: GENERALLY SPEAKING ID FIRE HIM 😂"
@wallstengine on X 2025-07-24 20:16:46 UTC 73.8K followers, 23.1K engagements

"OpenAI is getting ready to take a cut from purchases made directly in ChatGPT per FT. The company plans to roll out integrated checkout in partnership with $SHOP Shopify aiming to monetize even free users. Brands would pay a commission on orders fulfilled through the platform"
@wallstengine on X 2025-07-16 14:14:35 UTC 74.2K followers, 239.1K engagements

"$UNH SAYS NO EVIDENCE OF WRONGDOING UnitedHealth responded to the WSJ article saying a Special Master found no evidence they were overpaid or did anything wrong. They defended their Medicare Advantage business saying CMS audits show their coding is among the most accurate in the industry"
@wallstengine on X 2025-07-09 12:27:37 UTC 74K followers, 51.6K engagements

"American Eagle $AEO stock took off after dropping its new Sydney Sweeney Has Great Jeans campaignbut according to Barrons this isnt just another meme stock moment. Sweeneys track record speaks for itselfCrocs and Dr. Squatch both saw big boosts after partnering with her. She might just give American Eagle the tailwind it needs"
@wallstengine on X 2025-07-24 14:43:42 UTC 74.2K followers, 9011 engagements

"The broad consensus is that the Fed will hold rates tomorrow. But looking ahead to September Polymarket odds are tilting toward a cut. Will the Fed signal that move in tomorrows FOMC or wait until Jackson Hole in August"
@wallstengine on X 2025-07-29 15:22:07 UTC 74.2K followers, 10.1K engagements

"Japan's tariff negotiator Akazawa: There have been no discussions with Pres. Trump regarding the implementation of this deal. Currently there are no plans to sign a legally binding agreement. We have established mutual understanding with the U.S. regarding the trade deal"
@wallstengine on X 2025-07-24 07:38:53 UTC 73.8K followers, 23.6K engagements

"Today's Key Events (All EST) 07/03/2025 08:30: US Nonfarm Payrolls (Est. 106K) 08:30: US Unemployment Rate (Est. 4.3%) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 13:00: US Holiday (Early Close)"
@wallstengine on X 2025-07-03 06:54:15 UTC 74K followers, 13.6K engagements

"If this gets XXX likes Ill drop a Saturday EARNINGS PREVIEW newsletter covering: $VZ $DPZ $KO $SAP $GEV $TSLA $GOOGL $CMG $NOW $INTC $DECK If you want it in your inbox make sure youre SUBSCRIBED (its FREE):"
@wallstengine on X 2025-07-18 17:22:25 UTC 74K followers, 9044 engagements

"🔔 The Earnings Preview newsletter just dropped for $QCOM $ARM $CVNA $RBLX $CVS $AMZN $AAPL $COIN $RDDT $ROKU $FSLR If you're subscribed check your inbox. Or you can read it online here:"
@wallstengine on X 2025-07-28 21:32:30 UTC 74.2K followers, 28.7K engagements

"$AXP American Express Q2'25 Earnings Highlights 🔹 Revenue: $17.86B (Est. $17.70B) 🟢; +9% YoY 🔹 Adj EPS: $XXXX (Est. $3.87) 🟢; +17% YoY* 🔹 Card Member Spending: $416.3B; +7% YoY All-time quarterly high FY25 Guidance (Reaffirmed) 🔹 EPS: $XXXXX $XXXXX (Est. $15.22) 🟢 🔹 Revenue Growth: XXX% Segment & Operating Highlights 🔹 Billed Business (FX-adjusted): $390.7B; UP +7% YoY 🔹 Consolidated Provisions for Credit Losses: $1.4B (vs. $1.3B YoY); net write-off rate: XXX% 🔹 Operating Expenses: $12.9B; UP +14% YoY 🔹 Effective Tax Rate: XXXX% (DOWN from XXXX% YoY) 🔹 Average Diluted Shares:"
@wallstengine on X 2025-07-18 11:05:37 UTC 74.2K followers, 11K engagements

"$CNC Centene Q3'24 Earnings Highlights 🔹 Revenue: $42.02B (Est. $38.12B) 🟢 🔹 Adjusted EPS: $XXXX (Est. $1.41) 🟢 Raised FY'24 Guidance: 🔹 Revenue: $159.08B-$161.03B (Prev: $155.08B-$157.08B) 🟢 🔹 Premium & Service Revenue: $143.58B-$144.53B Q4'24 Outlook: 🔹 Adjusted EPS: $XXXX (Est. $6.82) 😐 Key Metrics: 🔹 Managed Care Membership: 28.64M (Est. 28.42M) 🟢 🔹 Premium & Service Revenues: $36.9B; UP +6% YoY 🔹 Health Benefits Ratio (HBR): XXXX% (vs. XXXX% YoY) 🔹 SG&A Expense Ratio: XXX% (vs. XXX% YoY) 🔹 Cash Flow Used in Operations: $(978)M Business Highlights: Membership Growth: 🔸"
@wallstengine on X 2024-10-25 10:12:39 UTC 73.9K followers, 3549 engagements

"$CLF Cleveland-Cliffs Q2'25 Earnings Highlights 🔹 Revenue: $4.9B (Est. $4.85B) 🟢 🔹 EPS: ($0.50) (Est. ($0.71)) 🟢 FY25 Guidance 🔹 Capital Expenditures: $600M (Prior: $625M) 🔹 SG&A Expenses: $575M (Prior: $600M) 🔹 Steel Unit Cost Reduction: $XX per net ton vs. 2024 🔹 Depreciation Depletion & Amortization: $1.2B (Prior: $1.1B) 🔹 Cash Pension & OPEB Payments: $150M"
@wallstengine on X 2025-07-21 10:41:40 UTC 73.9K followers, 7729 engagements

"$REAX as a rate-cut growth playThe Real Brokerage is the only cloud-native U.S. residential brokerage compounding XX % inside a frozen housing market. Its probably on track for its first-ever GAAP breakeven next quarter while EBITDA operating cash-flow and free cash-flow are already positive. The Real Brokerage is a cloud-native real-estate platform that recruits agents onto a mobile workspace instead of renting storefronts. Agents pay the company XX % of every commission until they have remitted roughly $XX XXX for the year; after that they keep XXX % and Real collects a flat about-$225 fee"
@wallstengine on X 2025-07-11 15:00:10 UTC 74K followers, 14.7K engagements

"Morgan Stanley Upgrades $ETSY to Equalweight from Underweight Raises PT to $XX from $XX Analyst comments: "We are upgrading Etsy from Underweight to Equal-weight as our eBay versus Etsy thesis has largely played out. Last year we argued a preference for eBay over Etsy based on the expectation that divergent topline growth would lead to convergent valuation. The market has rewarded the fundamentals with eBay growing over XX percentage points faster in 1Q bringing Etsys EV/EBITDA from a XX% premium to a XX% discount relative to eBay. As a result Etsy has underperformed the S&P by XX% while eBay"
@wallstengine on X 2025-07-21 07:56:55 UTC 73.8K followers, 5845 engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.05% 🟩 $QQQ +0.25% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
@wallstengine on X 2025-07-24 13:31:14 UTC 74.1K followers, 16.4K engagements

"Biogen $BIIB will invest $2B to expand and modernize its manufacturing footprint in North Carolinas Research Triangle Park. The funds will boost antisense drug capabilities add fill-finish lines and integrate AI and automation. Biogen now has X facilities in the state and 1900+ workers on-site"
@wallstengine on X 2025-07-21 11:34:26 UTC 73.8K followers, 5534 engagements

"DIAGEO $DEO PLANS TO REPLACE CHIEF EXECUTIVE DEBRA CREW: FT"
@wallstengine on X 2025-07-16 10:52:50 UTC 74.2K followers, 6520 engagements

"Goldman Sachs Upgrades $BIRK to Buy from Neutral Sets PT at $XX Analyst comments: "While we navigate a challenging macro backdrop and a highly competitive footwear market Birkenstock looks attractive given: (i) a strong product proposition with pricing power; (ii) opportunities to gain market share in a highly fragmented market underpinned by its iconic footbed; and (iii) margin resilience due to a fully vertically integrated manufacturing process in Europe which is rare in the footwear industry. In terms of valuation the recent relative softness versus footwear and lifestyle peers (-17% over"
@wallstengine on X 2025-07-24 08:36:09 UTC 74.2K followers, 6021 engagements

"TRUMP: Were thinking about a rebate. Weve been talking about it. We have so much money coming in from tariffs. A rebate for folks under a certain incomemight be nice"
@wallstengine on X 2025-07-25 14:03:55 UTC 74K followers, 11.4K engagements

"JPMorgan Downgrades $PG to Neutral from Overweight Lowers PT to $XXX from $XXX Analyst comments: "We are downgrading Procter & Gamble to Neutral from Overweight. We are taking a pause because we believe PGs organic sales growth will remain soft over the next few quarters as category growth continues to decelerate. On the positive side we have confidence in managements ability to continue growing ahead of the categories and executing on the recently announced efficiency program. At this point we see the bull and bear case for PG as balanced. On the bear side: (i) PG has been vocal about weak"
@wallstengine on X 2025-07-25 08:10:07 UTC 74.1K followers, 7082 engagements

"$ATAI LIFE SCIENCES and Beckley Psytech just reported strong Phase 2b results for their depression treatment BPL-003. Both 8mg and 12mg single doses showed statistically significant reductions in depressive symptoms compared to control with effects visible within a day and lasting up to X weeks. The 8mg dose will move to Phase X after consultation with the FDA. XX% of side effects were mild or moderate and most patients were ready for discharge within XX minutes suggesting potential use within existing in-clinic models like Spravato. This trial included XXX patients the largest controlled"
@wallstengine on X 2025-07-01 10:04:27 UTC 73.8K followers, 9636 engagements

"$MANH Manhattan Associates Q2'25 Earnings Highlights 🔹 Revenue: $272.4M (Est. $263.64M) 🟢; +3% YoY 🔹 Adjusted EPS: $XXXX (Est. $1.13) 🟢; +11% YoY 🔹 Cloud Subscription Revenue: $100.4M; +22% YoY 🔹 License Revenue: $1.5M; DOWN -XX% YoY 🔹 Services Revenue: $128.9M; DOWN -X% YoY 🔹 RPO Bookings: +26% YoY; Surpassed $2B milestone FY25 Guidance: 🔹 Revenue: $1.071B$1.075B (Est. $1.063B) 🟢; +3% YoY 🔹 Adjusted EPS: $4.76$4.84 (Est. $4.60) 🟢; +1% to +3% YoY 🔹 GAAP EPS: $3.23$3.31; DOWN -X% to -X% YoY 🔹 GAAP Operating Margin: 24.1%24.6% 🔹 Adjusted Operating Margin: 34.8%35.3% 🔹 Cash Flow"
@wallstengine on X 2025-07-22 20:26:51 UTC 74.2K followers, 7200 engagements

"The U.S. and China are set to extend their tariff pause by XX days during talks in Stockholm per SCMP. No major breakthroughs expected but both sides have agreed not to escalate"
@wallstengine on X 2025-07-27 16:01:32 UTC 74.2K followers, 15.3K engagements

"Stellantis has reinstated its full-year guidance after scrapping it in April due to tariff uncertainty now projecting a second-half rebound in revenue and adjusted margins. The company expects a total 1.5B ($1.74B) tariff hit this year with 1.2B coming in the second half alone. First-half earnings showed a 2.3B net loss on 74.26B revenue down from a 5.65B profit a year ago. Adjusted operating margin was just XXX% dragged by a XX% shipment drop in North America and halted production tied to tariffs. New CEO Antonio Filosa acknowledged the rough start to 2025 but pointed to early signs of"
@wallstengine on X 2025-07-29 07:30:16 UTC 74.2K followers, 6028 engagements

"Morgan Stanley Upgrades $FOLD to Overweight from Equalweight PT $XX (100% upside) Analyst comments: "We upgraded to OW (prior EW) based on our favorable view of FOLD's intellectual property position heading into summary judgment with Aurobindo (detailed analysis inside) and longer term confidence in patients switching from Nexviazyme/Lumizyme to PomOp. Recall 1Q25 miss was driven by order timing and the higher UK VPAG (Voluntary Scheme for Branded Medicines Pricing and Access) rebate rate of XX% compared to the anticipated 1215% reflected in the updated guidance. We also note that mgt."
@wallstengine on X 2025-07-17 10:25:35 UTC 73.9K followers, 7149 engagements

"TRUMP: EU DEAL WILL BE BIGGEST OF ALL IF WE MAKE IT"
@wallstengine on X 2025-07-25 19:48:50 UTC 74.2K followers, 12.7K engagements

"Trump says the U.S & EU have struck a major trade deal ahead of the tariff deadline. The EU will face a flat XX% tariff on most goods but agreed to buy $750B in U.S. energy invest $600B more in the U.S. & open markets with X% tariffs on some sectors. Deal announced at Turnberry"
@wallstengine on X 2025-07-27 17:41:51 UTC 74.2K followers, 28.6K engagements

"The robotics delivery space has attracted over $3.5B in funding since 2019 as companies like $SERV Zipline & Coco roll out bots and drones to make food delivery faster and cheaper per Pitchbook. U.S. restaurants handle around 4B delivery orders each year through apps alone"
@wallstengine on X 2025-07-25 16:16:44 UTC 74.2K followers, 6826 engagements

"Private equity firms including Clearlake Platinum Equity EQT Apollo and AIP have reportedly submitted bids to acquire Forward Air $FWRD per Reuters. No deal is certain yet and more bidders could still enter the mix"
@wallstengine on X 2025-07-23 17:22:37 UTC 74.2K followers, 10.1K engagements

"U.S. FDA WILL REPORTEDLY REQUEST SAREPTA THERAPEUTICS $SRPT TO VOLUNTARILY STOP ALL SHIPMENTS OF ITS GENE THERAPY ELEVIDYS - REUTERS"
@wallstengine on X 2025-07-18 17:05:24 UTC 74K followers, 11K engagements

"$SHW missed in Q2 with EPS at $XXXX vs. $XXXX est and revenue of $6.31B just above the $6.29B consensus. But the bigger story is the guide cutFY25 EPS now seen at $11.2011.50 (vs. $XXXXX est) and they now expect revenue to be flat to down low-single digits YoY. Management said demand weakened through June and they dont see any near-term catalyst to shift that trend. Still they believe the industry is nearing a competitive inflection point"
@wallstengine on X 2025-07-22 11:10:04 UTC 74K followers, 7430 engagements

"Citi Reiterates Buy Rating on $FTAI PT $XXX Analyst comments: "Fortress Aviation (FTAI) expressed optimism about global engine module growth their development of the aircraft leasing partnership and the growing potential for authorities to grant the final green light on Parts Manufacturer Approval (PMA) for CFM56 engine modules. Citi reiterates its Buy rating on FTAI and opens a positive 90-day catalyst watch on the shares. Direction: Upside Duration: Within XX Days (expires XX Oct 2025) Catalyst: Special situations Over the next three months we expect FTAI to announce its final PMA approval"
@wallstengine on X 2025-07-10 09:54:26 UTC 74K followers, 5868 engagements

"$DHI D.R. Horton Q3 2025 Earnings Highlights 🔹 Revenue: $9.23B (Est. $8.8B) 🟢; DOWN -X% YoY 🔹 EPS: $XXXX (Est. $2.90) 🟢; DOWN -XX% YoY 🔹 Net Income: $1.0B; DOWN -XX% YoY FY25 Guidance 🔹 Revenue: $33.7B to $34.2B (Est. $34.04B) 🟡 🔹 Homes Closed: 85000 to 85500 (Prior: 8500087000) 🔹 Share Repurchases: $4.2B to $4.4B 🔹 Income Tax Rate: XX% 🔹 Cash Flow from Ops: $3.0B 🔹 Dividend Payments: $500M Q3 Homebuilding 🔹 Revenue: $8.6B; DOWN -X% YoY 🔹 Homes Closed: 23160; DOWN -X% YoY 🔹 Pre-tax Income: $1.2B; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 17.0%) 🔹 Net Sales Orders: 23071"
@wallstengine on X 2025-07-22 10:09:50 UTC 74K followers, 9647 engagements

"Oppenheimer Upgrades $SRPT to Outperform from Perform Raises PT to $XX from $XX Analyst comments: "After market close on 7/28 the FDA announced its recommendation to remove the voluntary hold of ELEVIDYS for ambulatory patients following an investigation into the death of an 8-year-old DMD patient in Brazil which was deemed unrelated to the gene therapy. The FDA continues to evaluate Sarepta's proposed immunosuppressive regimen with sirolimus in non-ambulatory patients based on the recommendation of an Expert Committee. We view today's update as the desired outcome for the DMD community which"
@wallstengine on X 2025-07-29 07:36:15 UTC 74.2K followers, 7251 engagements

"ICYMI: AMERICAN EAGLE $AEO has named Sydney Sweeney the face of its Fall 2025 denim campaign Sydney Sweeney Has Great Jeans. The campaign features over XXX denim fits including XX new styles plus a limited-edition Sydney Jean with all proceeds going to Crisis Text Line. A limited denim jacket drops Aug. XX for $79.95"
@wallstengine on X 2025-07-23 20:51:34 UTC 74.2K followers, 9132 engagements

"Brazil plans to ask the U.S. to reduce tariffs to XX% and could also request a 90-day postponement on upcoming tariff hikes according to CNN. The country may also push for special terms on key agricultural exports like coffee and oranges as part of the talks"
@wallstengine on X 2025-07-14 13:19:34 UTC 74K followers, 8858 engagements

"GOLDMAN SACHS SEMI COVERAGE: BUY $NVDA PT $XXX $ADI PT $XXX $NXPI PT $XXX $MCHP PT $XX $TXN PT $XXX $SNPS PT $XXX $CDNS PT $XXX $AVGO PT $XXX $AMAT PT $XXX $LRCX PT $XXX $STX PT $XXX $SNDK PT $XX NEUTRAL $AMD PT $XXX $ARM PT $XXX $MRVL PT $XX $QRVO PT $XX $ON PT $XX $AMKR PT $XX $GFS PT $XX $WDC PT $XX $MU PT $XXX $ENTG PT $XX $KLAC PT $XXX SELL $SWKS PT $XX $MKSI PT $XX $TER PT $80"
@wallstengine on X 2025-07-10 09:22:30 UTC 74K followers, 15.4K engagements

"$ATAI Recognify Life Sciences Phase 2b trial of inidascamine in CIAS did not meet its primary endpoint but showed consistent numerical improvements across cognitive and functional measures. The drug remained well-tolerated. Full data and subgroup analysis still to come"
@wallstengine on X 2025-07-25 20:10:10 UTC 74.2K followers, 8714 engagements

"FIGMA $FIG IPO REPORTEDLY NEARLY XX TIMES OVERSUBSCRIBED"
@wallstengine on X 2025-07-29 14:29:24 UTC 74.2K followers, 16.1K engagements

"$OKLO $SMR $LEU SEC. CHRIS WRIGHT: NUCLEAR RENAISSANCE COMING UNDER TRUMP"
@wallstengine on X 2025-07-14 18:32:42 UTC 74K followers, 28.1K engagements

"More Detail on this OpenAI News: According to The Information Founders Fund (Peter Thiel) and Dragoneer Investment Group have each committed over $1B to the second leg of the round which aims to bring in $30B. Theyve also been in talks with several other potential investorsincluding Saudi Arabias Public Investment Fund (PIF)"
@wallstengine on X 2025-07-23 20:31:25 UTC 73.8K followers, 6364 engagements

"BofA Securities Upgrades $ROK to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Rockwell Automation is starting to see the impact of its operational turnaround strategy. ROK is levered to the industrial cycle reshoring and has a long runway on cost savings. Pricing is another source of upside. Logix (core product) demand is growing post-destock. Underlying demand is solid but large projects are delayed due to trade deal uncertainty. We expect trade deals to be signed before YE25 which we think accelerates organic growth in '26/'27. Raise PO to $XXX from $XXX now based on 23x"
@wallstengine on X 2025-07-16 10:14:27 UTC 74K followers, 6331 engagements

"BofA says $HOOD is a prime S&P XXX add ahead of Fridays rebalancing (June X 5:15pm ET) with passive funds likely to scoop up 12-17% of float. $LNG $FLUT $VEEV $CVNA $ARES and $APP are also on the radar. $IBKR $DUOL and $EME seen as top S&P 400-to-500 migration picks"
@wallstengine on X 2025-06-04 12:55:40 UTC 74K followers, 25.3K engagements

"LVMH EARNINGS ARE OUT: 2Q FASHION & LEATHER ORGANIC SALES -X% EST. -XXXX% 2Q WINES & SPIRITS ORGANIC SALES -X% EST. -6.94%"
@wallstengine on X 2025-07-24 15:46:41 UTC 74K followers, 15.1K engagements

"Barrons: A Chinese weight-loss drug is showing early promise as a potential rival to Lillys $LLY Zepbound and Novo Nordisks $NVO Wegovy. In a Phase X trial Hengrui Pharmas HRS9531 delivered up to XX% average weight loss over XX weeks just shy of Zepbounds XX% though at lower doses and over a shorter trial. Hengruis U.S. partner Kailera Therapeutics plans to run global trials with higher doses and longer durations aiming to surpass current efficacy benchmarks. While years away from U.S. approval the drug highlights how Chinese biotech is starting to challenge U.S. pharma with several firms"
@wallstengine on X 2025-07-15 18:28:31 UTC 74.2K followers, 14.2K engagements

"CHINA EXPECTS 2025 RETAIL SALES TO TOP 50T per Commerce Minister Wang Wentao. Consumer market remains worlds second largest with retail sales growing XXX% annually since 2021. Foreign investment since start of 14th Five-Year Plan has already topped $700B"
@wallstengine on X 2025-07-18 12:46:01 UTC 74K followers, 9295 engagements

"BofA on Bloom Energy: $BE's Oracle moment: great optics but unclear economics' Analyst comments "We are looking for evidence of that and improved disclosure; we reiterate our $XX PO. BE suggests XX% of future data centers may adopt onsite generation. The structural trend is supportive and BE has deployed 400MW to data centers to date a growing portion of the 1.5GW of deployed since inception. But scaling beyond pilots to large multi-site deployments is still a work in progress. We remain Underperform while we look for proof of improved disclosures commercial ramp and gross margin leverage.""
@wallstengine on X 2025-07-24 16:45:26 UTC 74K followers, 6754 engagements

"TRUMP TO DELIVER KEYNOTE ADDRESS AT "WINNING THE AI RACE" SUMMIT HOSTED BY ALL-IN PODCAST JULY 23"
@wallstengine on X 2025-07-15 14:02:51 UTC 74.2K followers, 553.4K engagements

"Raymond James Upgrades $BL to Outperform from Market Perform Sets PT at $XX Analyst comments: "We are upgrading shares of BlackLine to Outperform as we believe the 2H25 setup looks increasingly favorable. While this remains a competitive space we see several idiosyncratic reasons for shares of BlackLine to outperform over the next XX monthslargely on the belief that growth should begin to inflect and accelerate into 2026 with a current consensus that is de-risked. Tailwinds include: 1) its SAP partnership (including newer opt-out benefits); 2) underappreciated pricing and packaging benefits"
@wallstengine on X 2025-07-29 09:02:50 UTC 74.2K followers, 6535 engagements

"$PDD's Temu has been told by U.S. sellers that it cant undercut Amazons $AMZN prices on branded productseven if it offers lower fees or incentives per FT. Thats a major hurdle. Amazon sets the price floor and sellers risk losing the all-important buy box if cheaper listings appear elsewhere. Temus U.S. user base has dropped XX% since March. Ads were paused then resumed in June"
@wallstengine on X 2025-07-27 07:38:57 UTC 74.2K followers, 14.9K engagements

"🔔 The Earnings Preview newsletter just dropped for $PYPL $SPOT $SOFI $UNH $BA $V $SBUX $HSY $ETSY $MSFT $META & $HOOD If you're subscribed it should be in your inbox. You can also check it out online here:"
@wallstengine on X 2025-07-27 19:13:14 UTC 74.2K followers, 38.5K engagements

"$PEP PepsiCo Q2'25 Earnings Highlights 🔹 Revenue: $22.73B (Est. $22.29B) 🟢; +1% YoY 🔹 Core EPS: $XXXX (Est. $2.03) 🟢; -X% YoY 🔹 Core Oper. Profit: $3.91B; -X% YoY 🔹 Organic Revenue Growth: +2.1% YoY FY25 Guidance 🔹 Organic Revenue Growth: Low-single-digit % 🔹 Core Constant FX EPS: Flat YoY ($8.16) 🔹 Core Annual Tax Rate: XX% 🔹 FX Headwind Revised: -1.5ppts (vs. prior -3ppts) Q2 Segment Highlights Organic Rev Growth) 🔹 PFNA (Frito-Lay Quaker etc.): -X% YoY 🔹 PBNA (Pepsi Beverages North America): +1% YoY 🔹 International Beverages Franchise: +5% YoY 🔹 EMEA: +7% YoY 🔹 LatAm Foods:"
@wallstengine on X 2025-07-17 10:08:33 UTC 73.8K followers, 15.6K engagements

"Raymond James Downgrades $RBLX to Outperform from Strong Buy Raises PT to $XXX from $XX Analyst comments: "We are downgrading shares of Roblox to Outperform (from Strong Buy) and raising our price target to $XXX (from $81). The success of the smash hit Grow A Garden is a step-change event in the companys growth trajectory driving a XX% advance in the stock price since the day after the companys Q1 report. We took a closer look at some of the bullish and bearish factors that have emerged since the Grow A Garden surgewhile we keep a positive bias on the stocks trajectory going forward the rapid"
@wallstengine on X 2025-07-23 10:08:53 UTC 74.1K followers, 5969 engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.17% 🟩 $QQQ +0.16% 🟩 $DJI +0.16% 🟩 $IWM +0.47% 🟩"
@wallstengine on X 2025-07-18 13:30:41 UTC 73.8K followers, 5996 engagements

"WARREN BUFFETTS CASH STACK: A DECADE OF GROWTH 2015: $63B 2016: $85B 2017: $92B 2018: $120B 2019: $136B 2020: $140B 2021: $149B 2022: $109B 2023: $157B 2024: $334B Q1'25: $347.7B"
@wallstengine on X 2025-05-03 12:56:55 UTC 73.8K followers, 10.5K engagements

"$NVS Novartis Q2 XX Earnings Highlights 🔹 Core EPS: $XXXX (Est. $2.35) 🟢; UP +24% YoY 🔹 Net Sales: $XXXXX B (Est. $14.02B) 🟢; UP +12% YoY 🔹 Core Operating Income: $XXXX B; UP +20% YoY 🔹 Core Operating Income Margin: 42.2%; UP +340 bp YoY 🔹 Operating Income: $XXXX B; UP +21% YoY 🔹 Net Income: $XXXX B; UP +24% YoY 🔹 Free Cash Flow: $XXXX B; UP +37% YoY Guidance 🔹 Full-year XX Sales: expected to grow high single digit (unchanged) 🔹 Full-year XX Core Operating Income: expected to grow low teens (raised from low double-digit) Select Business Highlights 🔹 Top Brand Growth: Kisqali +64%"
@wallstengine on X 2025-07-17 07:35:52 UTC 74K followers, 7330 engagements

"Mercedes-Benz will soon let drivers join Microsoft Teams video calls using the in-car camera even while the cars in motion. You wont see shared screens while driving but your coworkers will see you stuck in traffic. Mercedes says its a new standard for in-car productivity"
@wallstengine on X 2025-07-28 09:01:08 UTC 74.2K followers, 18.2K engagements

"BofA Securities Reiterates Buy Rating on $BA PT $XXX Analyst comments: "According to AAP Boeing has delivered XX 737s as of mid-July. While this number may seem low it is consistent with the pattern observed in prior months where deliveries typically begin at a slower pace before accelerating in the latter half. AAP suggests that Boeing could be designating the first week of each month as a 'safety week' to ensure deliveries are completed correctly for the remainder of the month. Meanwhile China activities are experiencing a notable increase with two aircraft reactivated and an increased"
@wallstengine on X 2025-07-17 09:46:21 UTC 73.9K followers, 6428 engagements

"Euro Japandone. Trump's team is already talking with China in Stockholm. According to SCMP this weekend theyre planning to extend the tariff pause by another XX days"
@wallstengine on X 2025-07-28 16:03:58 UTC 74.2K followers, 21.2K engagements

"FCC COMMISSIONER ON $PARA-SKYDANCE DEAL: A WIN FOR AMERICAN STORYTELLING Commissioner Olivia Trusty backs FCC approval of the ParamountSkydance merger calling it a free-market move that brings fresh leadership new capital and a clear plan to compete. Says its a win for jobs content and market-driven decisions"
@wallstengine on X 2025-07-25 10:02:18 UTC 73.8K followers, 6522 engagements

"The space and defense firm Firefly Aerospace $FLY is looking to land a $XXX billion valuation in its U.S. IPO aiming to raise up to $XXXXX million by pricing shares between $XX and $39"
@wallstengine on X 2025-07-28 11:36:28 UTC 74.2K followers, 17.9K engagements

"Erste Group analyst Hans Engel upgraded $AMD $JNJ $ANET from Hold to Buy. Erste Group analyst Hans Engel downgraded $ASML $NOW $ISRG from Buy to Hold"
@wallstengine on X 2025-07-23 12:23:55 UTC 74.1K followers, 7391 engagements

"Morgan Stanley Upgrades $HSAI to Overweight from Equalweight Raises PT to $XX from $XX Analyst comments: "We raise our 202627 volume forecasts on the back of 1) continuous domestic volume share gain 2) accelerating L2+ smart driving adoption overseas and new global OEM projects entering mass production as well as 3) potential project wins from robo-taxi players and smart home robotics companies. Domestic volume share gain: In China Hesai continues to gain volume share among LiDAR suppliers reaching XX% in May 2025 (vs. XX% in May 2024) surpassing Robosense and Huawei in year-to-date LiDAR"
@wallstengine on X 2025-07-28 08:44:19 UTC 74.2K followers, 6470 engagements

"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.01% 🟩 $QQQ -XXXX% 🟥 $DJI +0.40% 🟩 $IWM +0.82% 🟩"
@wallstengine on X 2025-07-22 20:01:10 UTC 74.2K followers, 10.2K engagements

"$AMZN's AWS and Veeva Systems $VEEV are deepening their 10-year partnership. Veeva is expanding its use of AWS infrastructure to scale its 50+ Vault applications and data products globally. The two are also teaming up on AI initiatives with AWS joining Veevas AI Partner program and supporting integrations like Amazon Connect within Veevas Vault CRM Service Center"
@wallstengine on X 2025-06-25 13:12:49 UTC 74K followers, 7583 engagements

"Alibaba $BABA is weighing a sale of exchangeable bonds tied to its stake in $ZTO Express Bloomberg reports. It bought XX% of the delivery firm for $1.38B in 2018. A deal would follow Baidu's $2B Trip. com bond move in March"
@wallstengine on X 2025-05-27 13:07:19 UTC 74K followers, 7920 engagements

"You can now donate to pay down the $36.7T U.S. national debt using Venmo or PayPal per NPR. Since 1996 Americans have contributed just $67.3M total less than XXXXXX% of the current debt"
@wallstengine on X 2025-07-25 17:22:53 UTC 74.2K followers, 13.9K engagements

"Least Shorted XX S&P XXX Stocks by Short Interest as of Dec 2023 - BofA Walmart Inc. $WMT - XXXX% Cincinnati Financial $CINF - XXXX% Mastercard $MA - XXXX% Johnson & Johnson $JNJ - XXXX% Eli Lilly $LLY - XXXX% Philip Morris $PM - XXXX% Berkshire Hathaway $BRK.B - XXXX% Oracle $ORCL - XXXX% Coca-Cola $KO - XXXX% Republic Services $RSG - XXXX% Progressive $PGR - XXXX% Marsh & McLennan $MMC - XXXX% Procter & Gamble $PG - XXXX% Boston Scientific $BSX - XXXX% Ecolab Inc. $ECL - XXXX% JPMorgan Chase $JPM - XXXX% Zoetis $ZTS - XXXX% Alphabet $GOOGL - XXXX% Medtronic $MDT - XXXX% Abbott Labs $ABT -"
@wallstengine on X 2024-01-24 19:52:19 UTC 73.9K followers, 1591 engagements

"JPMorgan Upgrades $NKE to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "Following recent fieldwork management access and 10-K review we raise our FY26 and FY27 EPS estimates for the first time in XX months (since our June 2024 downgrade to Neutral) and upgrade Nike to Overweight with a $XX December 2026 price target. Importantly our upgrade is predicated on a five-pronged multi-year recovery path equating to a high-teens to XX% EPS growth algorithm through FY30: (1) Global inventory alignment to sales growth confirmed by management to be on track by the end of 2Q26. (2)"
@wallstengine on X 2025-07-28 09:47:14 UTC 74.2K followers, 14K engagements

"CHINA GIVES CONDITIONAL OK TO $SPNS SYNOPSYS-ANSYS DEAL: Beijings market regulator says the approval comes with commitments: maintain pricing service terms and access for Chinese customers"
@wallstengine on X 2025-07-14 07:35:04 UTC 74.2K followers, 6767 engagements

"Today's Key Events (All EST) 07/22/2025 08:30: Fed's Powell Speaks 08:55: US Redbook YoY 10:00: Richmond Fed Comp. Index 11:00: OpenAI CEO Speaks at Fed Event (Tent.) 13:00: Fed's Bowman Before Open 👇 06:00: Danaher $DHR 06:00: Synchrony Financial $SYF 06:00: Peoples Bancorp $PEBO 06:30: General Motors $GM 06:30: D.R. Horton $DHI 06:30: KeyCorp $KEY 06:30: Equifax $EFX 06:30: PulteGroup $PHM 06:30: Forestar Group $FOR 06:40: Invesco $IVZ 06:45: Quest Diagnostics $DGX 06:45: Tenet Healthcare $THC 06:45: MSCI $MSCI 06:45: Halliburton $HAL 06:45: Avery Dennison $AVY 06:45: Community Bank System"
@wallstengine on X 2025-07-22 06:42:50 UTC 74K followers, 13.3K engagements

"Google $GOOGL just locked in the worlds largest corporate clean energy deal for hydropowersigning a 20-year $3B agreement with Brookfield to upgrade X PA plants. This comes alongside a $25B commitment to data centers in Pennsylvania and nearby state First Energy is also investing $15B to modernize the states grid"
@wallstengine on X 2025-07-15 10:54:41 UTC 73.8K followers, 28.9K engagements

"BofA Securities analyst Tazeen Ahmad downgraded Sarepta Therapeutics $SRPT from Neutral to Underperform with a price target of $XXXXX (from $20.00)"
@wallstengine on X 2025-07-23 10:08:37 UTC 74K followers, 5210 engagements

"WeRide $WRD just became the first company to secure a Robotaxi autonomous driving permit in Saudi Arabiaits sixth country after the U.S. China UAE Singapore and France. A pilot program is already live in Riyadh in partnership with Uber with a full commercial launch planned by the end of 2025. The permit allows nationwide operations not just test zones. WeRide is also rolling out Robobus and Robosweeper services in the kingdom aiming for a broader autonomous mobility push in the region"
@wallstengine on X 2025-07-28 10:46:14 UTC 74.2K followers, 10K engagements

"Cash App $XYZ has launched Pools a new P2P feature that lets users collect group payments through Cash App Apple Pay or Google Payfor the first time ever"
@wallstengine on X 2025-07-29 14:45:47 UTC 74.2K followers, 6615 engagements

"UNION PACIFIC $UNP & NORFOLK SOUTHERN $NSC IN ADVANCED TALKS ON MERGER"
@wallstengine on X 2025-07-24 13:00:23 UTC 74.1K followers, 7255 engagements

"UnitedHealth $UNH confirmed Thursday its under criminal and civil investigation by the DOJ over its Medicare Advantage billing practices. The company acknowledged the probe after reports earlier this year alleged pressure on doctors to submit diagnoses that boosted payments-CNBC"
@wallstengine on X 2025-07-24 12:40:13 UTC 73.8K followers, 26.2K engagements

"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Tues: JOLTS + $PYPL $SOFI $SPOT $UNH $PG $BA $UPS $V $SBUX $BKNG Wed: Fed Decision + ADP Jobs + $VRT $ETSY $HSY $WING $MSFT $META $HOOD $QCOM $ARM $CVNA $APLD $F $EOSE $EBAY Thu: Core PCE + $MA $ABBV $RACE $RBLX $NCLH $CMCSA $AMZN $AAPL $COIN $MSTR $RDDT $NET $ROKU $FSLR $RKT Fri: Nonfarm Payrolls + $XOM $CVX $MRNA $LI $CL Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and"
@wallstengine on X 2025-07-25 16:37:32 UTC 74.2K followers, 29.5K engagements

"Globe Life $GL said the U.S. Attorneys Office for the Western District of Pennsylvania has officially closed its investigation into the company and its subsidiary American Income Life without taking any enforcement action"
@wallstengine on X 2025-07-29 07:35:09 UTC 74.2K followers, 5434 engagements

"NOVARTIS $NVS CEO SAYS NEW TARIFFS WONT AFFECT THEIR 2025 PLANS AND THEY HAD GOOD TALKS WITH THE US GOVERNMENT"
@wallstengine on X 2025-07-17 10:54:10 UTC 73.8K followers, 7707 engagements

"BNP Paribas CFO says a XX% US tariff should be manageable for Europe as talks with Washington progress"
@wallstengine on X 2025-07-24 08:48:04 UTC 73.8K followers, 5399 engagements

"Today's Key Events (All EST) 07/18/2025 08:00: Fed's Waller 08:30: US Housing Starts 10:00: University Michigan Sentiment Prelim All day: Monthly OPEX Before Open 👇 06:00: Truist Financial $TFC 06:30: 3M $MMM 06:40: Autoliv $ALV 06:50: SLB $SLB 07:00: American Express $AXP 07:05: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Charles Schwab $SCHW"
@wallstengine on X 2025-07-18 07:40:14 UTC 74K followers, 8181 engagements

"$TSLA 2Q EPS 33C VS. 42C Y/Y 2Q ADJ EPS 40C EST. 42C 2Q REV. $22.50B EST. $22.64B 2Q GROSS MARGIN XXXX% EST. 16.5%"
@wallstengine on X 2025-07-23 20:12:30 UTC 74K followers, 16.9K engagements

"PROSUS OFFERS TO SELL XXXX% STAKE IN DELIVERY HERO $DHER TO BELOW XX% GIVE UP BOARD SEAT TO ADDRESS EU CONCERNS OVER JUST EAT TAKEAWAY DEAL - RTRS"
@wallstengine on X 2025-07-18 15:12:07 UTC 74.2K followers, 8318 engagements

"Japans ruling LDP-Komeito coalition lost its upper house majority for the first time since 1955 winning just XX seats. PM Ishiba says hell stay on. Market concern now shifts to fiscal policy tax cuts and gridlock risk ahead of key U.S. trade talks"
@wallstengine on X 2025-07-21 06:16:31 UTC 74.2K followers, 7415 engagements

"Today's Key Events (All EST) 07/29/2025 08:30: US Wholesale Inventories 08:30: US Advance Goods Trade Balance 08:55: US Redbook 09:00: US Case-Shiller XX YoY 09:00: US House Price Index 10:00: US JOLTS Job Openings 10:00: US CB Consumer Confidence 13:00: US 7-Year Note Auction Before Open 👇 02:00: AstraZeneca $AZN 05:00: Lithia & Driveway $LAD 05:00: Royal Philips $PHG 05:55: UnitedHealth Group $UNH 06:00: $UPS 06:00: Stanley Black & Decker $SWK 06:00: Constellium $CSTM 06:00: Polaris $PII 06:00: Armstrong World Industries 06:30: Merck $MRK 06:30: Royal Caribbean $RCL 06:30: Carrier Global"
@wallstengine on X 2025-07-29 06:37:56 UTC 74.2K followers, 10.9K engagements

"TESLA $TSLA TO LAUNCH ROBOTAXI SERVICE IN SAN FRANCISCO THIS WEEKEND per internal memo seen by Business Insider. Select owners will be invited and rides will be paid. Cars will have safety drivers but CA DMV says Tesla hasnt secured a permit for full driverless testing"
@wallstengine on X 2025-07-25 11:40:47 UTC 74K followers, 12.7K engagements

"B. Riley Initiates Coverage on $FUFU with Buy Rating Sets PT at $X Analyst comments: "BitFuFu is a Bitcoin mining company primarily focused on providing cloud mining services to a wide customer base including large institutional clients. The company is also expanding its self-mining operations and is actively working to grow its ownership of power infrastructure. As of May XX 2025 BitFuFu manages XXXX EH/s of hashrate and XXX MW of power capacity with XXX MW owned and the remainder operated through hosting agreements and joint ventures. The company targets securing X GW of owned power"
@wallstengine on X 2025-07-18 13:15:25 UTC 74K followers, 6314 engagements

"TRUMP BLOCKS TAIWANS PRESIDENT LAI FROM NEW YORK STOPOVER - FT"
@wallstengine on X 2025-07-28 20:34:56 UTC 74.2K followers, 17.5K engagements

"TRUMP TO VISIT FED THURSDAY White House confirms President Trump will go to the Federal Reserve this week in a surprise move following his latest attacks on Chair Powell. Trumps been slamming Powell for not cutting rates calling him a numbskull and accusing the Fed of botching a $700M renovation project. No word yet if the two will meet. - RTRS"
@wallstengine on X 2025-07-24 07:43:38 UTC 73.8K followers, 11.5K engagements

"PJMs watchdog says theres simply no new capacity left for new data centers and developers will need to bring their own generation to get connected. AI-driven demand is overwhelming the grid with last years capacity auction hitting $14.7B. This weeks may go even higher"
@wallstengine on X 2025-07-22 07:22:54 UTC 74.2K followers, 9502 engagements

"Barclays' Equity Euphoria Indicator is pushing toward its highest level in yearsnow nearing meme-mania highs seen in 2021"
@wallstengine on X 2025-07-23 09:39:58 UTC 74.2K followers, 31.5K engagements

"SHARPLINK GAMING $SBET ACQUIRES 10000 ETH DIRECTLY FROM THE ETHEREUM FOUNDATION: GNW"
@wallstengine on X 2025-07-11 12:01:19 UTC 74K followers, 45K engagements

"Whos the best account on X for clean sharp detailed earnings highlights on key stocks 👀"
@wallstengine on X 2025-07-29 19:07:42 UTC 74.2K followers, 7581 engagements

"Heres an early look at U.S. index futures as the market takes in the details of the U.S.-EU trade deal"
@wallstengine on X 2025-07-27 22:04:55 UTC 74.2K followers, 16.2K engagements

"$HIMS APP DOWNLOADS DECLINE Y/Y FOR FIRST TIME Morgan Stanleys Alphawise data shows a notable slowdown for Hims & Hers in Junemonthly app downloads fell year-over-year for the first time and web traffic rose just X% the weakest growth since March 2024"
@wallstengine on X 2025-07-14 10:23:19 UTC 74K followers, 26.2K engagements

"CHARLES SCHWAB ANNOUNCES $20B STOCK BUYBACK PLAN $SCHW has replaced its old repurchase program (which had $6.9B left) with a fresh $20B authorization"
@wallstengine on X 2025-07-25 07:49:51 UTC 74.2K followers, 6257 engagements

"$GEV GE Vernova Q2'25 Earnings Highlights 🔹 Revenue: $9.11B (Est. $8.80B) 🟢; UP +11% YoY 🔹 Adj. EPS: $XXXX (Est. $1.50) 🟢 🔹 Orders: $12.4B; UP +4% organically 🔹 Backlog: +$5.2B sequential growth FY25 Guidance (Raised) 🔹 Revenue: Trending toward high end of $36B$37B (Est. $37B) 🟢 🔹 Adj. EBITDA Margin: 8%9% (raised from high-single digits) 🔹 Free Cash Flow: $3.0B$3.5B (raised from $2.0B$2.5B) FY25 Segment Outlook Power: 🔹 Organic Revenue: +6% to +7% (prev. mid-single digits) 🔹 EBITDA Margin: 14%15% (prev. 13%14%) Wind: 🔹 Organic Revenue: DOWN mid-single digits 🔹 EBITDA Loss:"
@wallstengine on X 2025-07-23 10:41:43 UTC 74.2K followers, 11.8K engagements

"Goldman Sachs has raised its 12-month target for the MSCI China Index implying XX% upside citing improving odds of a US-China trade deal. Strategists point to easing regulation stronger yuan and better liquidity. Sectors like insurance and materials were bumped to overweight while banks and real estate were downgraded. The index is already up XX% this year with Goldman noting a trade agreement could be a market-clearing event"
@wallstengine on X 2025-07-28 07:16:08 UTC 74.2K followers, 11.4K engagements

"$MBLY MISSES Q2 BUT RAISES 2025 OUTLOOK ON AUTONOMOUS CHIP DEMAND REUTERS Mobileye posted Q2 EPS of $XXXX on $506M in revenue missing Street views of $XXXX and $629M. Still shares jumped X% premarket after the company raised its full-year revenue forecast to $1.77B$1.89B on stronger demand for autonomous driving chips. CEO Amnon Shashua says better supply-demand alignment since April supports the updated view though the company remains cautious given the macro backdrop"
@wallstengine on X 2025-07-24 11:42:33 UTC 73.8K followers, 9047 engagements

"KERING CFO: EXPECT H2 GROSS MARGINS TO BE QUITE SIMILAR TO H1"
@wallstengine on X 2025-07-29 16:49:00 UTC 74.2K followers, 4905 engagements

"Krispy Kreme $DNUT and Crocs $CROX are teaming up for a limited-edition Classic Clog drop on Aug. X. Inspired by Original Glazed doughnuts the clogs feature swappable chocolate and strawberry icing caps Jibbitz charms and come in a donut box"
@wallstengine on X 2025-07-23 10:11:41 UTC 74K followers, 8422 engagements

"Sarah London CEO of $CNC single-handedly trying to comfort investors in the health insurance sector. The stock was down XX% but has bounced back and is now trading green. Here's what she emphasized: She said the 2025 headwindsACA risk adjustment and redeterminationsare fixable and mostly front-loaded. Theyre repricing XXX% of the exchange book for 2026 and are confident itll return to profitability. She also pointed to operational levers in Medicaid like utilization management fraud controls and rate advocacy already being implemented in high-pressure states like Florida and New York. On"
@wallstengine on X 2025-07-25 12:53:11 UTC 74.2K followers, 126.4K engagements

"$CLS Celestica Q225 Earnings Highlights 🔹 Revenue: $XXXX B (Est. $XXXX B) 🟢; UP +21% YoY 🔹 Adjusted EPS: $XXXX (Est. $1.23) 🟢; UP +54% YoY 🔹 Adj Operating Margin: 7.4%; UP +110 bps YoY FY25 Outlook (Raised): 🔹 Revenue: $XXXXX B (vs. prior $XXXXX B) 🟢 🔹 Adjusted EPS: $XXXX (vs. prior $5.00) 🟢 🔹 Adjusted Operating Margin: XXX% (vs. prior 7.2%) 🔹 NonGAAP Free Cash Flow: $XXX M (vs. prior $XXX M) Q325 Guidance 🔹 Revenue: $XXXXX B $XXXXX B (Est. $XXXX B) 🟢 🔹 Adjusted EPS: $XXXX $XXXX (Est. $1.29) 🟢 Q2 Segment Revenue: 🔹 CCS: $XXXX B; UP +28% YoY; Margin: 8.3%; +130 bps YoY 🔹 ATS:"
@wallstengine on X 2025-07-28 21:46:35 UTC 74.2K followers, 14.2K engagements

"Barclays $BCS is launching a fresh 1B ($1.3B) buyback after strong trading results lifted Q2 earnings above estimates. Fixed-income revenue jumped XX% YoY to 1.45B while equities rose XX% to 870M both ahead of analyst forecasts. Pretax profit came in at 2.48B topping the 2.26B consensus and up XX% YoY. While investment banking fees fell to 568M from 679M last year CEO Venkatakrishnan said activity is starting to pick up and reiterated the bank remains on track with its three-year plan to drive more stable long-term returns"
@wallstengine on X 2025-07-29 07:22:36 UTC 74.2K followers, 5248 engagements

"$AMD CEO LISA SU: DEMAND IS LARGE FROM OPENAI AND MUSK COMPANIES"
@wallstengine on X 2025-07-23 18:47:08 UTC 74.2K followers, 65.4K engagements

"Citi Reiterates Buy on $ALLY PT $55; cites TBV growth potential and tailwinds from NIM and credit Analyst comments: "ALLY trades at 1.0x TBV which we believe offers compelling upside given estimated XX% two-year TBV growth plus 1415% ROTCE outlook in 2026 & 2027 (which deserves a 1.2x TBV multiple or XX% expansion) due to NIM and credit tailwinds which have been laid out by management (high X% NIM range and auto NCO sub-2%). In our view management guidance is conservative but market is more skeptical so 2Q can be a proof point that management is on track. We expect management to hold to 2025"
@wallstengine on X 2025-06-23 09:19:49 UTC 73.8K followers, 6203 engagements

"DEFENSE DEPT TESTING AI TO GAIN LEVERAGE OVER PRODUCERS LIKE PALANTIR - The Information $PLTR"
@wallstengine on X 2025-07-28 17:02:47 UTC 74.2K followers, 25.9K engagements

"JEFF BEZOS WEIGHING POSSIBLE ACQUISITION OF CNBC CABLE NETWORK: NYP"
@wallstengine on X 2025-07-23 21:28:43 UTC 74.2K followers, 64.8K engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ unch $DJI unch $IWM +0.12% 🟩"
@wallstengine on X 2025-07-22 13:30:58 UTC 74K followers, 16.9K engagements

"$DECK Deckers Outdoor Q4 Earnings Highlights 🔹 Revenue: $1.02B (Est. $1.006B) 🟢; +6.5% YoY 🔹 Adj EPS: $XXXX (Est. $0.59) 🟢 🔹 OI: $173.9M (Est. $107.1M) 🟢 🔹 Net Income: $151.4M (Est. $89.5M) 🟢 FY Outlook Withdrawn: 🔸 Deckers withdrew full-year FY26 guidance due to macroeconomic uncertainty and evolving global trade policies. Q1 Guidance: 🔹 Revenue: $890M$910M (Est. $925.3M) 🔴 🔹 EPS: $0.62$0.67 (Est. $0.79) 🔴 Segment Revenue (Q4 YoY): 🔹 HOKA: $586.1M; +10.0% YoY 🔹 UGG: $374.3M; +3.6% YoY 🔹 Other Brands: $61.3M; -XXX% YoY Channel Performance (Q4 YoY): 🔹 Wholesale: $611.6M;"
@wallstengine on X 2025-05-22 20:17:25 UTC 74.2K followers, 20K engagements

"Polymarket is set to return to the U.S. after agreeing to acquire derivatives exchange QCX for $112M. QCX received CFTC approval on July X giving Polymarket a legal path back after its 2022 ban. - Bloomberg"
@wallstengine on X 2025-07-21 14:47:09 UTC 73.8K followers, 23.9K engagements

"$PYPL Earnings Preview As shared in our newsletter:"
@wallstengine on X 2025-07-28 17:52:18 UTC 74.2K followers, 9544 engagements

"$TKO WWE is teaming up with Fanatics Betting and Gaming to launch exclusive WWE-themed online casino games in the U.S. rolling out in Michigan New Jersey Pennsylvania and West Virginia at the end of Julyjust in time for SummerSlam"
@wallstengine on X 2025-07-15 16:46:11 UTC 73.9K followers, 6214 engagements

"Southwest Airlines $LUV CEO: still expecting Boeing MAX X $BA certification maybe in H1 2026 which would put entry into service for us at earliest late in 2026"
@wallstengine on X 2025-07-24 17:20:37 UTC 74K followers, 6984 engagements

"Today's Key Events (All EST) 07/25/2025 08:30: US Durable Goods 08:30: US Core Durable Goods Before Open 👇 05:00: Portland General Electric $POR 06:00: Centene $CNC 06:00: AON $AON 06:00: Flagstar Financial $FLG 06:10: Carters $CRI 06:30: Lear $LEA 06:30: OneMain $OMF 06:30: Central Pacific Financial $CPF 06:30: First Citizens $FCNCA 06:30: Gorman-Rupp $GRC 06:40: GrafTech $EAF 06:45: Booz Allen $BAH 06:55: AutoNation $AN 06:55: Sensient Tech $SXT 07:00: Charter Communications $CHTR 07:00: Phillips XX $PSX 07:00: Virtus Investment $VRTS 07:00: Shinhan Financial $SHG 07:00: Lakeland Financial"
@wallstengine on X 2025-07-25 07:40:56 UTC 74.2K followers, 13.2K engagements

"If you havent checked out the earnings previews for any of the names reporting tomorrow or the day after make sure to take a look. I put together detailed write-ups in the newsletterjust find your ticker and give it a read 👇"
@wallstengine on X 2025-07-28 18:02:51 UTC 74K followers, 10.3K engagements

"Rubrik $RBRK is expanding its AWS support with new data protection for Amazon $AMZN DynamoDB and enhanced cyber resilience for RDS PostgreSQL. The update brings centralized backup management storage-efficient snapshots and immutable protection across regionsdesigned for cost-effective cloud resilience"
@wallstengine on X 2025-07-15 12:16:46 UTC 74K followers, 8294 engagements

"$AMD CEO Lisa Su said chips made at TSMCs U.S. plant will cost X% to XX% more than those from Taiwan but called it a necessary tradeoff to improve supply chain resiliency. The first U.S.-made chips are expected later this year. Source: TechRadar/BBG"
@wallstengine on X 2025-07-29 14:38:44 UTC 74.2K followers, 9500 engagements

"Mercury Systems $MRCY has signed two production deals with a top European defense contractor to supply radar and electronic warfare tech. One five-year agreement covers sensor subsystems for air land and sea systems; another expands MMIC component production"
@wallstengine on X 2025-07-16 11:02:17 UTC 74K followers, 6331 engagements

"BTIG analyst Jake Fuller downgraded Unity Software $U from Neutral to Sell with a price target of $25"
@wallstengine on X 2025-07-23 09:54:18 UTC 74K followers, 14K engagements

"Tesla $TSLA has signed a $16.5B deal with Samsung to produce its next-gen AI6 chips at the companys upcoming fab in Taylor Texas. Musk says hell walk the line himself to help optimize production calling the deal strategically important. Samsungs foundry which has struggled with under-utilization now gets a major boost. The agreement runs through 2033 and Musk hinted the total output could be several times higher than the headline figure"
@wallstengine on X 2025-07-28 06:20:02 UTC 74.2K followers, 14.3K engagements

"JPMorgan Downgrades $AEO to Underweight from Neutral PT $X Analyst comments: "We model 2Q25 EPS of $XXXX (vs. Street $0.20) on revenues down XXX% year-over-year (in line with Street at -XXX% and managements -X% revenue guidance). Specifically we model consolidated same-store sales down X% (in line with Street and managements -X% guidance) including AE same-store sales down X% (vs. Street -2.7%) and Aerie down X% year-over-year (vs. Street -3.3%). Management noted consistent -X% comps in May and 2Q-to-date (as of the 5/29 EPS Call) similar to 1Qs -X% decline with challenges across the seasonal"
@wallstengine on X 2025-07-28 08:36:46 UTC 74.2K followers, 8801 engagements

"TECK EXTENDS LIFE OF HIGHLAND VALLEY COPPER MINE TO 2046 Teck will keep its biggest copper mine in Canada running for another XX years with production at Highland Valley now expected through 2046. The $1.5B$1.8B expansion aims to boost average output to 132K tons/year starting in 2028 up from 102K tons last year. Separately Teck cut its 2025 copper production guidance to 470K525K tons down from a prior range of 490K565K"
@wallstengine on X 2025-07-24 09:01:13 UTC 74K followers, 6036 engagements

"$JD.COM IN TALKS TO BUY GERMANYS CECONOMY FOR $2.6B Ceconomy shares jumped over XX% after confirming advanced talks with Chinas JD for a potential 4.60/share takeover. That would value the German electronics retailer at 2.23B ($2.63B). No binding agreement yet. - WSJ"
@wallstengine on X 2025-07-24 14:17:46 UTC 74K followers, 8185 engagements

"$PM TOPS Q2 EPS RAISES FULL-YEAR GUIDANCE Philip Morris posted Q2 EPS of $XXXX beating estimates by $XXXX. Revenue came in at $10.14B slightly below the $10.31B consensus. The company raised its full-year EPS guidance to $7.43$7.56 vs. $XXXX consensus. Adjusted diluted EPS grew XX% YoY to $XXXX with organic operating income up nearly 15%. Smoke-free products now make up XX% of total net revenue with IQOS alone generating over $3B in the quarter. ZYN pouch volumes in the U.S. jumped over XX% YoY hitting 190M cans. Global smoke-free shipment volume rose XXXX% while traditional cigarette volume"
@wallstengine on X 2025-07-22 11:59:19 UTC 74K followers, 8163 engagements

"Novo Nordisks $NVO primary listing in Denmark is down over XX% intraday after the company cut its full-year guidance citing weaker U.S. Wegovy sales"
@wallstengine on X 2025-07-29 11:46:59 UTC 74.2K followers, 20.3K engagements

"Samsungs mobile chief Choi Won-Joon says the companys in talks with OpenAI Perplexity and others to bring new AI options to next years Galaxy S26 lineup aiming to expand beyond $GOOGL Googles Gemini. Bloomberg reports Samsung may also invest in Perplexity"
@wallstengine on X 2025-07-25 07:57:28 UTC 73.9K followers, 6510 engagements

"AI STARTUP ANTHROPIC SEEKS TO DOUBLE VALUATION TO OVER $150BN IN TALKS WITH MIDEAST FUNDS -FT"
@wallstengine on X 2025-07-25 19:00:16 UTC 74.2K followers, 9619 engagements

"ICYMI: Energy Vault $NRGV has locked in $18M project financing for its Cross Trails BESS a XX MW / XXX MWh battery system that came online in June and serves Texas's ERCOT market. Backed by a 10-year offtake with Gridmatic the deal delivers a XX% levered IRR. Another $12M+ in ITC funds expected this quarter. $NRGV plans to discuss more in Q2 earnings Aug 7"
@wallstengine on X 2025-07-24 15:01:17 UTC 73.8K followers, 6010 engagements

"SK Hynix Q225 Earnings Highlights: $MU 🔹 Revenue: 22.23T (Est. 20.48T) 🟢; +35% YoY 🔹 Net Income: 7.00T (Est. 7.15T) 🔴; +70% YoY 🔹 Oper. Profit: 9.21T (Est. 8.93T) 🟢; +68% YoY Outlook 🔹 FY25 CapEx: Expected to Increase from Previous Plans 🔹 Q3 DRAM Bit Growth: Low-to-Mid Single-Digit % Q/Q 🔹 Q3 NAND Bit Growth: Limited Increase Q/Q 🔹 Memory Demand: Expected to Continue Growing in 2H Revenue by Product (Q225) 🔹 DRAM: XX% of total revenue 🔹 NAND: XX% of total revenue 🔹 Others: X% of total revenue Product & Strategic Updates 🔹 Expanded sales of 12-High HBM3E 🔸 More widespread AI"
@wallstengine on X 2025-07-23 22:53:38 UTC 74K followers, 11.7K engagements

"HERES WHAT ANALYSTS HAVE TO SAY AFTER $TSLA Q2 EARNINGS: TD Cowen (Buy PT: $374) Q2 was in-line overall. Encouraging AV updates but unsurprising near-term earnings pressure. Teslas AV progress and product pipeline are too significant to ignore given the widely acknowledged EPS headwinds. Maintain tactical Buy. Benchmark (Buy PT: $475) TSLA reported revenue of $22.5B vs. our $22.6B estimate and consensus $22.1B. GAAP EPS was $XXXX above consensus $XXXX. Gross margin was XX% also ahead. Despite near-term headwindstariffs promotional pricing warranty costsTesla continues to execute in autonomy"
@wallstengine on X 2025-07-25 15:38:58 UTC 74.2K followers, 22.3K engagements

"JPMorgan Upgrades $EL to Overweight from Neutral Raises PT to $XXX from $XX Analyst comments: "The Estee Lauder Companies is scheduled to report its FQ4 2025 earnings on Wednesday August XX before market open. We are upgrading to Overweight and placing EL on Positive Catalyst Watch as we believe the company will positively surprise in FQ4 from a revenue standpoint. While initial guidance for FY26 may be conservative we expect revenues and margins to continue improving as retail destocking will likely be behind them and the company will benefit from additional savings from its Profit Recovery"
@wallstengine on X 2025-07-25 08:09:57 UTC 74.1K followers, 7114 engagements

"Today's Key Events (All EST) 07/21/2025 10:00: US Leading Index Change MoM 11:30: US 6- & 3- Month Bill Auction Before Open 👇 06:05: Domino's Pizza $DPZ 06:55: Verizon Communications $VZ 06:55: Roper Technologies $ROP 07:00: Cleveland-Cliffs $CLF After Hours 👇 16:00: $AGNC Investment 16:05: Crown Holdings $CCK 16:05: Calix $CALX 16:05: Agilysys $AGYS 16:05: $RLI 16:05: ServisFirst Bancshares $SFBS 16:10: NXP Semiconductors $NXPI 16:10: BOK Financial $BOKF 16:10: $ZION 16:10: W.R. Berkley $WRB 16:10: Alexandria Real Estate Equities $ARE 16:15: Medpace $MEDP 16:15: Equity LifeStyle Properties"
@wallstengine on X 2025-07-21 06:08:55 UTC 73.8K followers, 8823 engagements

"Edgewater: $AMZN: Fundamentals remain bullish with NA retail trends proving resilient; AWS growth relatively consistent Q/Q Capacity constraints/Outlook improving. $INTC: Results above low hurdle guide postive/mixed; looking for catalysts around 18A ramp"
@wallstengine on X 2025-07-25 10:31:52 UTC 74.2K followers, 9159 engagements

"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production."
@wallstengine on X 2024-12-02 07:30:30 UTC 74.2K followers, 20.6K engagements

"Citi Upgrades $TIGR to Buy from Neutral Raises PT to $XX from $XXXX Analyst comments: "Given US/HK market conditions have held up better than expected and crypto biz launch could potentially boost overall retail client trading activities we revise up 2527E earnings forecast by 18%29%. After combining the potential revenue upside from VASP and VATP licenses we see TIGRs 2427E earnings CAGR to be boosted to XX% (vs. our model earnings CAGR of XXXX% without crypto biz). This in our view could help justify a 26E target P/E of 19.2x. Applying this to an increased 26E EPADS of USD0.72 implies a"
@wallstengine on X 2025-07-22 08:34:37 UTC 74K followers, 18.5K engagements

"The CBO says AI might actually bend the debt curve sharply on stronger growth and lower inflation. Instead of U.S. debt hitting XXX% of GDP by 2054 it could level off near 110%"
@wallstengine on X 2025-07-27 12:08:41 UTC 74.2K followers, 14.8K engagements

"JPMorgan Chase $JPM is in advanced talks to take over Apples $AAPL credit card program from Goldman Sachs per WSJ. The deal hasnt been finalized but if it closes it would mark one of the biggest credit card partnerships everpairing the largest U.S. bank with Apples massive customer base"
@wallstengine on X 2025-07-29 14:32:34 UTC 74.2K followers, 12.3K engagements

"Luckin Coffee is opening its first two U.S. stores in Manhattanright near $SBUX Starbucks. Orders are app-only pickup is fast and drinks are cheap like $XXXX with coupons. Its a small start but given how fast they overtook Starbucks in China its worth paying attention. Theyve only got two stores here for now but the one in Greenwich Village is labeled 00002 which feels like a quiet hint that more are coming"
@wallstengine on X 2025-07-29 08:14:56 UTC 74.2K followers, 15.8K engagements

"Teslas $TSLA VP of engineering says the company is actively exploring a smaller version of the Cybertruck. - Business Insider"
@wallstengine on X 2025-07-28 12:54:10 UTC 74.2K followers, 19.4K engagements

"$AMD has reportedly raised the price of its MI350 AI chip by $10K to $25000 - newsis HSBC evaluated that "MI350 can now compete with $NVDA's Blackwell B200 in the market" & "AMD's AI chip sales next year will be significantly higher than the prior estimate of $9.6B at $15.1B""
@wallstengine on X 2025-07-28 07:59:15 UTC 74.2K followers, 189.2K engagements

"Gucci's Q2 revenue fell XX% YoY in line with estimates as demand for the label continues to slide during its second design reboot in X years. Kerings total sales down XX% operating income -XX% to 969M. Demnas debut collection still pending"
@wallstengine on X 2025-07-29 16:10:02 UTC 74.2K followers, 7124 engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.25% 🟩 $QQQ +0.49% 🟩 $DJI +0.07% 🟩 $IWM +0.62% 🟩"
@wallstengine on X 2025-07-29 13:30:39 UTC 74.2K followers, 9075 engagements

"Oppenheimer Upgrades $CVNA to Outperform from Perform Sets PT at $XXX Analyst comments: "We lift our rating on Carvana to Outperform (from Perform) and establish a 1218 month price target of $XXX. Carvana represents a unique digitally-driven disruptor within the expansive and inefficient domestic used car marketplace. Following significant fundamental and financial repositioning the Carvana business model is now 'humming'generating meaningful cash flow scaling effectively and capitalizing well on improving underlying demand trends in the sector. We have conducted a refreshed deep-dive"
@wallstengine on X 2025-07-25 08:10:12 UTC 73.8K followers, 8409 engagements

"$TSLA Tesla Q2'25 Earnings Highlights 🔹 Total Revenue: $22.50B (Est. $22.64B) 🔴; DOWN -XX% YoY 🔹 Adj. EPS: $XXXX (Est. $0.42) 🔴; DOWN -XX% YoY 🔹 Gross Margin: XXXX% (Est. 16.5%) 🟢; DOWN -XX bps YoY Segment Revenue 🔹 Automotive Revenue: $16.66B; DOWN -XX% YoY 🔹 Energy Generation & Storage: $2.79B; DOWN -X% YoY 🔹 Services & Other: $3.05B; UP +17% YoY Operational Metrics 🔹 Operating Income: $0.92B; DOWN -XX% YoY 🔹 Operating Margin: 4.1%; DOWN -XXX bps YoY 🔹 Adjusted EBITDA: $3.40B; DOWN -X% YoY 🔹 Free Cash Flow: $146M; DOWN -XX% YoY 🔹 Total Deliveries: 384122; DOWN -XX% YoY 🔹"
@wallstengine on X 2025-07-23 20:15:49 UTC 74K followers, 17.5K engagements

"$INTC Intel Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $XXXXX B) 🟢; flat YoY 🔹 Adj. EPS: $XXXX (Est. $0.011) 🔴 🔹 Adj. Gross Margin: XXXX% (Est. 36.5%) 🔴 Guidance 🔹 Q3 Revenue: $XXXX B$13.6 B (Est. $XXXXX B) 🟡 🔹 2025 CapEx: $XX B Segment Performance 🔹 Client Computing Group (CCG): $XXX B; DOWN X% YoY 🔹 Data Center & AI (DCAI): $XXX B; UP +4% YoY 🔹 Total Intel Products: $XXXX B; DOWN X% YoY 🔹 Intel Foundry: $XXX B; UP +3% YoY 🔹 All Other: $XXX B; UP +20% YoY Other Key Metrics 🔹 Cash from Operations: $XXX B 🔹 Restructuring Charges: $XXX B (impacted GAAP EPS by $0.45) 🔹"
@wallstengine on X 2025-07-24 20:04:36 UTC 74.2K followers, 18.4K engagements

"Fed Chair Powell is privately adamant that he will serve out his full term at the Fed. The report cited people familiar with discussions - CNN"
@wallstengine on X 2025-07-25 12:55:58 UTC 74K followers, 7975 engagements

"McDonalds $MCD is selling eight of its retail properties in Hong Kong valued at $XXX million while keeping the restaurants running under leaseback deals. The move comes as commercial real estate in the city continues to slumpshop rents fell XXX% in the first half and could drop up to XX% this year per JLL. The sale which includes high-traffic spots like Tsim Sha Tsui and Causeway Bay is part of McDonalds strategy to optimize its real estate portfolio. Source: Bloomberg"
@wallstengine on X 2025-07-28 08:18:23 UTC 74.2K followers, 7099 engagements

"Barclays Downgrades $TGT to Underweight from Equalweight Maintains PT at $XXXXX Analyst comments: "This is a current state underweight; we see value in the TGT model but absent a bigger strategic shift we believe sales will continue to underperform. What else is changing We published a deep dive recently on many of TGT's issues (Slipping Away: Is This Fixable). Since then the macro seems like it could get worse as inflation is just starting to accelerate. Also while our analysis suggests comps have improved from Q1 (less bad still negative) it has continued to underperform in both consumables"
@wallstengine on X 2025-07-21 10:19:47 UTC 74K followers, 5467 engagements

"$OSCR JUST DROPPED PRELIMINARY Q2 RESULTS AND REVISED FULL-YEAR GUIDANCE: The company expects a $230M operating loss in Q2 and a full-year loss from ops of $200M$300M. 2025 revenue now seen at $12.0B$12.2B with medical loss ratio raised to 86%87% as risk scores and utilization stay elevated. Adjusted EBITDA loss expected to be $120M lower than op loss. Full report lands Aug X premarket"
@wallstengine on X 2025-07-22 10:18:52 UTC 74.2K followers, 89.9K engagements

"Chinas Unitree just unveiled a humanoid robot priced under $6K the R1 weighs 25kg has XX joints and comes with voice and image recognition. If it lives up to the demo its a major price breakthrough in a space where top bots have cost upwards of $200K"
@wallstengine on X 2025-07-25 11:35:41 UTC 73.9K followers, 10.9K engagements

"Sequans $SQNS just bought another XXX bitcoin for $79M paying an average of $116K per coin. The chipmaker now holds 1053 BTC worth about $120M after adopting bitcoin as its primary treasury asset in June"
@wallstengine on X 2025-07-14 10:03:36 UTC 74.2K followers, 6845 engagements

"The Trade Desk $TTD will be added to the S&P XXX before the open on Friday July XX replacing ANSYS $ANSS which is being acquired by Synopsys $SNPS. The ANSYS-Synopsys deal is expected to close July 17"
@wallstengine on X 2025-07-14 21:36:04 UTC 74.2K followers, 11.3K engagements

"Rosenblatt Initiates Coverage on $IONQ with Buy Rating PT $XX Analyst comments: "We believe IonQ provides an attractive way to gain exposure to the quantum computing market which we see as the next era of computing. It is our view that the quantum computing market is set up to be a multiple-winner market rather than a winner-takes-all. We have a high level of confidence that IonQ is well positioned to be among the winners. Unlike some early-stage competitors IonQ is expected to exit 2025 with annualized revenues in excess of $XXX million nearly doubling in 2026 and could be on track for $1"
@wallstengine on X 2025-07-29 08:36:53 UTC 74.2K followers, 14.4K engagements

"Truist: $HIMS: Truist Card Data Trends Point to Revenues Likely In-Line to Slightly Below Cons in Q2 Analyst comments "In partnership with the Truist Securities' Data Science Team we conducted a refresh of Truist Card Data for Hims & Hers (HIMS Hold) and Roman Health Ventures (private) based on June 2025 data. Our analysis indicates HIMS' revenues likely to come in in-line to slightly below consensus. As we have noted in the past unless HIMS exits Q2 at a much higher run-rate relative to its guide or the recent acquisition/upcoming acquisitions contribute materially to revenues this year 2H"
@wallstengine on X 2025-07-07 12:00:18 UTC 74K followers, 9031 engagements

"Jefferies Upgrades $MDLZ to Buy from Hold Raises PT to $XX from $XX Analyst comments: "At our Nantucket Conference MDLZ spoke to a strong Easter with share gains in key markets. Europe tracked channel data we analyze supports that plus May/June volumes down X% / pricing up XX% shows fairly limited demand destruction. While U.S. retail sales data suggests a still pressured consumer we believe Europe dynamics strong execution and an improving cocoa outlook position MDLZ well for profit upside in '26 and beyond." Analyst: Scott Marks"
@wallstengine on X 2025-07-17 09:17:15 UTC 73.8K followers, 6029 engagements

"GOOGLE $GOOGL WINS $XXX BILLION MULTIYEAR CLOUD DEAL FROM SERVICENOW $NOW - BLOOMBERG"
@wallstengine on X 2025-07-24 19:47:49 UTC 74.2K followers, 47.2K engagements

"$CNC: Centene reinstated FY25 EPS guidance at $XXXX way below Street at $XXXX and far off prior withdrawn guide of $XXXX. ACA redeterminations will now hit consolidated revenue by $2.4B up from the previous $1.8B impact"
@wallstengine on X 2025-07-25 12:36:04 UTC 74.2K followers, 8160 engagements

"$KO Coca-Cola Q2'25 Earnings Highlights 🔹 Comparable EPS: $XXXX (Est. $0.83) 🟢; UP +4% YoY 🔹 Revenue: $12.5B (Est. $12.55B) 🔴; UP +1% YoY 🔹 Comparable Operating Margin: XXXX% (Est. 33.1%) 🟢; UP +1.9 pts YoY 🔹 Adj. Organic Revenue: +5% YoY (Est. +4.49%) 🟢 🔹 Price/Mix: +6% (Est. +5.59%) 🟢 🔹 Unit Case Volume: -X% (Est. -0.36%) 🔴 🔹 Concentrate Sales: -X% (Est. -0.83%) 🔴 FY25 Guidance (Updated) 🔹 Comparable EPS Growth: +3% vs. $XXXX in 2024 (Prior: +2%3%) 🔹 Currency-Neutral EPS Growth: X% 🔹 Organic Revenue Growth: 5%6% (Unchanged) 🔹 FX Headwind to Net Revenue: 1%2%; Structural"
@wallstengine on X 2025-07-22 11:03:02 UTC 74K followers, 16.6K engagements

"Life Time $LTH has signed a lease with Prop and Building Corp to bring a 52000 sq. ft. athletic country club to XX Bryant a 30-story tower at Fifth Avenue and 40th Street directly across from Bryant Park. The new wellness destination is set to open in early 2027 and will span four levels featuring full-service fitness recovery coworking and community spaces. This marks Life Times latest NYC expansion and will be its eighth location in Manhattan"
@wallstengine on X 2025-06-23 09:23:51 UTC 74K followers, 6694 engagements

"$META reportedly approached over a dozen staffers at Mira Muratis Thinking Machines Lab with wild offers one topping $X Billion others between $200M$500M over X years per WIRED. But heres the kicker: not a single one accepted. TML has $12B valuation with no known product"
@wallstengine on X 2025-07-29 18:57:52 UTC 74.2K followers, 11.7K engagements

"$HLT Hilton Q2'25 Earnings Highlights 🔹 Revenue: $3.14B (Est. $3.10B) 🟢; +3.3% YoY 🔹 Adj. EPS: $XXXX (Est. $2.03) 🟢; +15% YoY 🔹 Adj EBITDA: $1.008B; UP +10% YoY 🔹 System-wide Comparable RevPAR: DOWN -XXX% YoY FY25 Guidance: 🔹 Adj. EPS: $7.83$8.00 (Est. $7.96) 🟡 🔹 GAAP EPS: $6.82$6.99 🔹 Net Income: $1.64B$1.682B 🔹 Adj. EBITDA: $3.65B$3.71B 🔹 RevPAR: FLAT to UP +2% YoY 🔹 Capital Return: $3.3B 🔹 Net Unit Growth: 6.0%7.0% Guidance (Q3'25) 🔹 Adj. EPS: $1.98$2.04 🔹 GAAP EPS: $1.89$1.95 🔹 Net Income: $453M$467M 🔹 Adj. EBITDA: $935M$955M 🔹 RevPAR: FLAT to modestly DOWN YoY"
@wallstengine on X 2025-07-23 10:05:17 UTC 74K followers, 6114 engagements

"A Euronews reporter cites EU officials clarifying that the "$600 billion investment" and "$700 billion in U.S. energy purchases" under the new trade deal are simply "intentions" not commitments. "It's not something the EU can guaranteeit depends on private companies" one senior official said. On defense there was "no pledge" on weapons or ammo eitherTrumps remarks were described as "an expression of expectation" rather than a formal deal"
@wallstengine on X 2025-07-28 09:17:17 UTC 74.2K followers, 18.8K engagements

"$FRT TEAMS UP WITH MERCEDES-BENZ FOR EV CHARGING Federal Realty is partnering with Mercedes-Benz High-Power Charging to roll out over XXX ultra-fast EV charging stalls at 50+ retail properties nationwide. The first XX locations will include up to XX stalls each with XXX kW speeds starting operations in 2026. CEO Don Wood called it a strategic move to enhance customer experience and property value"
@wallstengine on X 2025-07-09 11:35:35 UTC 74K followers, 6440 engagements

"REPORTEDLY Palo Alto Networks $PANW is in advanced talks to acquire SentinelOne per industry chatter with deal estimates ranging between $8B$10B. Source: CTech"
@wallstengine on X 2025-07-21 18:12:08 UTC 74K followers, 33.4K engagements

"$HIMS PLANS CANADA EXPANSION IN 2026 Hims & Hers will launch its weight loss program in Canada next year coinciding with the first global availability of generic semaglutide. The company says generics will be significantly cheaper than branded versions costing over C$200/month"
@wallstengine on X 2025-07-09 13:02:16 UTC 73.9K followers, 18.5K engagements

"$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at"
@wallstengine on X 2025-03-26 10:39:22 UTC 74.2K followers, 7241 engagements

"$LMT Lockheed Martin Q2'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $18.58B) 🔴; FLAT YoY 🔹 EPS: $XXXX (Est. $6.54) 🔴; DOWN -XX% YoY FY25 Guidance (Reaffirmed) 🔹 EPS: $21.70$22.00 (Prior: $27.00$27.30) 🔴 🔹 Sales: $73.75B$74.75B 🔹 Free Cash Flow: $6.6B$6.8B 🔹 Cash from Operations: $8.5B$8.7B 🔹 CapEx: $1.9B 🔹 Segment Op. Profit: $6.6B$6.7B (Prior: $8.1B$8.2B) 🔴 Major Charges This Quarter 🔸 $950M pre-tax loss on classified Aeronautics program 🔸 $570M loss on Canadian Maritime Helicopter Program (CMHP) 🔸 $95M loss on Turkish Utility Helicopter Program (TUHP) 🔸 $66M impairment"
@wallstengine on X 2025-07-22 11:45:02 UTC 73.8K followers, 16.2K engagements

"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.18% 🟩 $QQQ +0.36% 🟩 $DJI +0.20% 🟩 $IWM +0.69% 🟩"
@wallstengine on X 2025-07-14 20:00:42 UTC 73.9K followers, 12.4K engagements

"🔔 The Earnings Preview newsletter just dropped for $VZ $DPZ $KO $GEV $TSLA $GOOGL $CMG $NOW $INTC and $DECK If you're subscribed it should be in your inbox. You can also check it out online here:"
@wallstengine on X 2025-07-20 01:34:14 UTC 74K followers, 26.4K engagements

"$UNH UnitedHealth Group Q2'25 Earnings Highlights 🔹 Revenue: $111.62B (Est. $111.59B) 🟢; +13% YoY 🔹 Adj EPS: $XXXX (Est. $4.45) 🔴; -XX% YoY 🔹 Medical Care Ratio: 89.4%; UP +430 bps YoY FY25 Guidance (Reinstated) 🔹 Revenue: $445.5B$448.0B (Est. $449.1B) 🔴 🔹 Adj. EPS: $XXXXX (Est. $20.90) 🔴 🔹 GAAP EPS: $XXXXX 🔹 Operating Earnings: $21.55B$22.15B 🔹 Tax Rate: XXXX% 🔹 Medical Cost Ratio: XXXXX% 25bps 🔹 Operating Cost Ratio: XXXXX% 25bps Segment Results Q2 UnitedHealthcare 🔹 Revenue: $86.1B; UP +17% YoY 🔹 Earnings from Ops: $2.1B; DOWN -XX% YoY 🔹 Operating Margin: XXX% vs. XXX% YoY"
@wallstengine on X 2025-07-29 09:59:33 UTC 74.2K followers, 60.8K engagements

"Alibaba is stepping into the AI glasses game with its new QUARK SMART GLASSES powered by its own Qwen model and AI assistant. The glasses support hands-free calling music live translation meeting transcriptions and even in-store payments via Alipay. $BABA aims to launch it later this year previewed at WAIC this marks its first real push into smart wearables directly challenging $META in a race heating up fast across China"
@wallstengine on X 2025-07-28 11:44:03 UTC 74.2K followers, 12.2K engagements

"$HIMS $LLY LAWMAKERS PRESS FDA TO TARGET COMPOUNDED FAKE GLP-1 DRUGS"
@wallstengine on X 2025-07-25 16:02:42 UTC 74.2K followers, 28.4K engagements

"$UAL United Airlines Q2'25 Earnings Highlights 🔹 Revenue: $15.2B (Est. $15.33B) 🔴; UP +1.7% YoY 🔹 Adj EPS: $XXXX (Est. $3.84) 🟢 🔹 Passenger Revenue: $13.84B (Est. $13.92B) 🔴 Guidance 🔹 FY Adjusted EPS: $9.00$11.00 (Est. $9.92) 🟡 🔹 Q3 Adjusted EPS: $2.25$2.75 (Est. $2.65) 🟡 Segment / Operating Metrics 🔹 RPM: 70.09B (Est. 70.81B) 🔴 🔹 ASM: 84.35B (Est. 84.15B) 🟢 🔹 PRASM: 16.40; DOWN -XXX% YoY 🔹 Cost per ASM ex-Fuel (CASM ex-Fuel): 12.36; UP +2.1% YoY 🔹 Capacity: UP +5.9% YoY 🔹 TRASM: DOWN -XXX% YoY 🔹 CASM: UP +0.6% YoY 🔹 CAPEX: $1.29B 🔹 Cargo Revenue: UP +3.8% YoY 🔹 Premium"
@wallstengine on X 2025-07-16 20:07:46 UTC 74K followers, 8371 engagements

"Barclays Upgrades $DLTR to Overweight from Equalweight Raises PT to $XXX from $XXX Analyst comments: "Following the FDO sale we believe DLTR offers a cleaner growth story with strong momentum observed in Q1 accelerating in Q2 and set up well through the remainder of FY25/26. We see upside to earnings and valuation. External drivers are supportive including 'trade in' which could accelerate further this year and benefits from competitor closings. Internal initiatives are progressing including multi price point (both conversions and the core store base) which seems to be resonating while also"
@wallstengine on X 2025-07-21 10:19:46 UTC 74K followers, 7108 engagements

"CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN"
@wallstengine on X 2025-07-15 15:58:06 UTC 73.9K followers, 11.5K engagements

"$ISRG Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $XXXX (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: XXXX% to XX% 🔸 Gross Margin: 66%67%; includes X% tariff impact 🔸 OpEx Growth: 10%14% Q2 Segment: 🔹 Instruments & Accessories Revenue: $1.47B; UP +18% YoY 🔹 Systems Revenue: $575M; UP +28% YoY 🔹 XXX da Vinci Surgical Systems Placed (vs. XXX YoY); includes XXX da Vinci X systems (vs. XX YoY) 🔹 Installed Base: 10488 systems; UP +14% YoY 🔹 Worldwide da Vinci Procedures: UP +17% YoY"
@wallstengine on X 2025-07-22 20:07:46 UTC 74.2K followers, 15.2K engagements

"Citigroup $C has poached X senior JPMorgan $JPM bankers Bloomberg reports. Aloke Gupte will become global co-head of equity capital while Alex Watkins takes on a new role as head of tech financing. Both previously led JPMs ECM business outside the US"
@wallstengine on X 2025-07-16 14:44:41 UTC 74.2K followers, 7066 engagements

"Potential Stocks for S&P XXX Inclusion Announcement Coming After the Bell (Ranked by Likelihood) AppLovin $APP Robinhood $HOOD Coinbase $COIN DoorDash $DASH HubSpot $HUBS The Trade Desk $TTD Datadog $DDOG Veeva Systems $VEEV Carvana $CVNA Zoom $ZM Pinterest $PINS Interactive Brokers $IBKR SS&C Technologies $SSNC Equinix $EQIX United Airlines $UAL"
@wallstengine on X 2025-03-07 16:14:59 UTC 74K followers, 35.4K engagements

"$NOW ServiceNow Q2'25 Earnings Highlights 🔹 Revenue: $3.22B (Est. $3.12B) 🟢; UP +22% YoY 🔹 Adj EPS: $XXXX (Est. $3.58) 🟢; UP +31% YoY Q3 Guidance: 🔹 Subscription Revenue: $3.26B$3.27B (Est. $3.21B) 🟢 🔹 Current RPO Growth: +18.5% FY25 Guidance (Raised): 🔹 Subscription Revenue: $12.78B$12.80B (Prior: $12.64B$12.68B; Est. $12.68B) 🟢 🔹 Subscription Adj. Gross Margin: XXXX% (Est. 83.6%) 🟡 Other Key Q2 Metrics: 🔹 Subscription Revenue: $3.11B (Est. $3.04B) 🟢; UP +22% YoY 🔹 Professional Services & Other Revenue: $102M (Est. $88.5M) 🟢; UP +20% YoY 🔹 Remaining Performance Obligations"
@wallstengine on X 2025-07-23 20:20:25 UTC 74.2K followers, 13.2K engagements

"Citi Raises $LVS PT to $XXXXX from $XXXXX - Buy Analyst comments: "For the second consecutive quarter Marina Bay Sands delivered a record-high quarterly EBITDA of US$768 million in Q2 2025 driven by all-time high Mass market performance (Mass table and slot gross gaming revenue grew XX% year-over-year to US$843 million). MBS broke ground last week on its US$8 billion Phase X expansion which could potentially add US$1 billion in annualized EBITDA (versus the current run-rate of US$2.5 billion) upon completion in 2031. In Macau we find managements short-term target of a US$2.7 billion"
@wallstengine on X 2025-07-24 09:23:48 UTC 74K followers, 6083 engagements

"$WST West Pharmaceutical Q2'25 Earnings Highlights 🔹 Revenue: $766.5M (Est. $725.26M) 🟢; +9.2% YoY 🔹 Adj EPS: $XXXX (Est. $1.51) 🟢; +21% YoY 🔹 Organic Sales Growth: +6.8% YoY FY25 Guidance (Raised): 🔹 Revenue: $3.04B$3.06B (Prior: $2.945B$2.975B) 🟢 🔹 Organic Sales Growth: 3%3.75% (Prior: 2%3%) 🟢 🔹 Adjusted EPS: $6.65$6.85 (Est. $6.27) 🟢 (Prior: $6.15$6.35) 🔹 FX Tailwind: $59M on revenue $XXXX on EPS 🔹 Capex: $275M unchanged Q2 Segment: Proprietary Products 🔹 Revenue: $619.8M; UP +10.7% YoY 🔹 Organic Growth: +8.4% YoY 🔹 High-Value Product Components: XX% of sales; UP +11.3% 🔹"
@wallstengine on X 2025-07-24 10:17:11 UTC 74K followers, 7879 engagements

"BofA Securities Maintains Buy on $AMD Raises PT to $XXX from $XXX Analyst comments: "AMD reports Tuesday August X after market close. Read-throughs point to: 1) potential (yet unconfirmed) China AI shipment resumption in 2H adding $0.7$1 billion to CY25 AI GPU sales and $1.5$2 billion to CY26; 2) stronger than expected pricing for its current-gen MI355X ($20K+ vs. $17K consensus); 3) continued strong demand for AI/GPU driven by rising cloud capex; 4) easier 2H PC unit comps given AMDs recent PC strength was mostly average selling price (ASP)-driven rather than unit-based; 5) AMD's 2H PC"
@wallstengine on X 2025-07-29 08:32:40 UTC 74.2K followers, 17.7K engagements

"Microsoft $MSFT is in advanced talks with OpenAI to renegotiate its deal and secure long-term access to OpenAIs techeven if OpenAI hits AGI. Under the current agreement Microsoft could lose rights once AGI is reached. The new deal would remove that risk and reshape their partnership going forward. Talks also cover Microsofts ownership stake ongoing IP rights and how future OpenAI products would be shared or separated. Nothings finalized yet but a deal could come together in the next few weeks. Source: Bloomberg"
@wallstengine on X 2025-07-29 11:26:35 UTC 74.2K followers, 15.7K engagements

"BERKSHIRE HATHAWAY is unloading a third of its stake in $VRSN VeriSign cashing in after more than a decade in. The 4.3M shares are priced at $285$290 a X% discount to Mondays close. Remaining shares are locked for a year. - Bloomberg"
@wallstengine on X 2025-07-28 22:14:14 UTC 74.2K followers, 13.6K engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.21% 🟩 $QQQ +0.22% 🟩 $DJI +0.20% 🟩 $IWM +0.56% 🟩"
@wallstengine on X 2025-07-21 13:30:37 UTC 74K followers, 19.7K engagements

"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $FAST $FBK $SLP Tues: CPI + $JPM $C $BLK $WFC $BK $ERIC Wed: PPI + $JNJ $GS $BAC $MS $PNC $UAL $AA Thu: Jobless Claims + $PEP $GE $ABT $CTAS $USB $ELV $SNA $MMC $TRV $CFG Fri: $AXP $SCHW $MMM $SLB $ALLY $TFC $RF $HBAN $ALV"
@wallstengine on X 2025-07-13 10:47:15 UTC 73.8K followers, 16.4K engagements

"OPENAI IS PREPARING TO LAUNCH GPT-5 IN EARLY AUGUST -THE VERGE GPT-5 will combine OpenAIs o-series reasoning with the GPT series into a unified model. Mini and nano versions will also be available with nano limited to API use"
@wallstengine on X 2025-07-24 16:05:31 UTC 74K followers, 7824 engagements

"Rosenblatt Initiates Coverage on $QBTS with Buy Rating PT $XX Analyst comments: "We believe D-Wave offers a differentiated way to gain exposure to the rapidly growing quantum computing market. It is our view that quantum annealing a subsector of quantum computing offers advantages over both classical computing and gate-based quantum systems for optimization workloads. We have a high level of confidence that D-Wave will capture significant market share in the quantum annealing market leading to D-Wave revenues growing at a +66% CAGR from 20252030. We believe continued demonstration of quantum"
@wallstengine on X 2025-07-29 08:36:53 UTC 74.2K followers, 7287 engagements

"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.11% 🟩 $QQQ unch $DJI +0.19% 🟩 $IWM +0.34% 🟩"
@wallstengine on X 2025-07-25 13:31:09 UTC 74K followers, 6195 engagements

"AMERICAN EXPRESS $AXP CEO: THERE IS A ROLE IN PAYMENT SYSTEMS FOR STABLECOINS; DOESN'T SEE CRYPTO TAKING THE PLACE OF FIAT CURRENCIES"
@wallstengine on X 2025-07-18 13:31:45 UTC 74.2K followers, 7591 engagements

"Today's Key Events (All EST) 07/23/2025 07:00: US MBA Mortgage Applications 10:00: Trump Speaks on AI (Tentative) 10:00: US Existing Home Sales 13:00: US 20-Year Bond Auction Before Open 👇 00:45: Equinor $EQNR 06:00: Thermo Fisher $TMO 06:00: Hilton Worldwide $HLT 06:00: TE Connectivity $TEL 06:25: GE Vernova $GEV 06:30: AT&T $T 06:30: Boston Scientific $BSX 06:30: Hasbro $HAS 06:30: Otis Worldwide $OTIS 06:30: TNL $TNL 06:30: Prosperity Bancshares $PB 06:45: Lennox International 06:55: Teledyne Technologies $TDY 07:00: Fiserv $FI 07:00: General Dynamics $GD 07:00: CME Group $CME 07:00:"
@wallstengine on X 2025-07-23 06:57:26 UTC 73.8K followers, 11.8K engagements

"Caitlin Clark debuted a new Nike $NKE Kobe X Protro PE at the WNBA All-Star Game"
@wallstengine on X 2025-07-21 14:17:34 UTC 74K followers, 13.6K engagements

"$ELV Elevance Health Q2 XX Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $9.07) 🔴 🔹 Revenue: $XXXX B (Est. $48.14B) 🟢; +14.3% YoY FY25 Guidance 🔹Adj EPS: $XXXXX (Est. $34.48) 🔴 Q2 Segment / Product Results 🔹 Health Benefits revenue: $XXXX B; UP +12% YoY 🔹 Health Benefits operating margin: 3.8%; DOWN XXX bp YoY 🔹 Carelon revenue: $XXXX B; UP +36% YoY 🔹 Carelon adjusted operating margin: 5.2%; DOWN XX bp YoY Other Metrics 🔹 Benefit expense ratio: 88.9%; UP +260 bp YoY 🔹 Operating expense ratio: 10.1%; DOWN XXX bp YoY 🔹 Returned $XXX B capital to shareholders YTD CEO Commentary 🔸 In"
@wallstengine on X 2025-07-17 10:11:15 UTC 74K followers, 10.5K engagements

"Piper Sandler Initiates Coverage on $PLTR with Overweight Rating PT $XXX Analyst comments: "We have monitored Palantir Technologies for over five years from its days as a coveted late-stage private company through its direct listing in September 2020 into the trough of disillusionment in late 2022when the stock plummeted to $X lows on eroding confidence in multi-year 30%+ growth aspirationsand now into the recent 'rise of the phoenix' moment where PLTR has been crowned an AI All-Star on accelerating growth. No doubt Palantir carries a rich valuation premium and remains a high-risk investment"
@wallstengine on X 2025-07-25 09:31:12 UTC 74.2K followers, 94.4K engagements

"Jersey Mikes is planning a $400M whole business securitization backed by franchise fees and U.S. trademarks according to people familiar with the deal. The move may help pay out Blackstone which acquired a majority stake in the chain earlier this year at an $8B valuation. The BBB-rated bonds follow an $850M securitization in December that helped fund the buyout. Same-store sales were up X% in Q1 and about XX% of locations are franchised"
@wallstengine on X 2025-07-14 20:48:47 UTC 74K followers, 10.6K engagements

"Today's Key Events (All EST) 07/14/2025 08:30: Fed's Hammack Speaks on Fox Business Before Open 👇 06:50: Fastenal $FAST"
@wallstengine on X 2025-07-14 07:07:32 UTC 73.8K followers, 6614 engagements

"GOLDMAN SACHS $GS & BNY MELLON $BK are launching tokenized money market funds for institutional investors recording ownership on Goldmans blockchain. Backed by giants like BlackRock and Fidelity its a major step toward real-time digital fund trading in the $7.1T market - CNBC"
@wallstengine on X 2025-07-23 11:43:38 UTC 74.2K followers, 27.1K engagements

"Guggenheim Downgrades $DDOG to Sell from Neutral Introduces PT $105; 'Due to Near-Term OpenAI Optimization Risk' Analyst comments: "Key Message: We are downgrading shares of Datadog ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates second-half risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in"
@wallstengine on X 2025-07-08 10:10:22 UTC 74.2K followers, 8822 engagements

"UnitedHealth Group $UNH says its complying with DOJ civil and criminal requests tied to its Medicare operations. The company says it proactively reached out after media reports surfaced and maintains confidence in its practices. UNH has also launched a third-party review of coding managed care and pharmacy policies to increase transparency. No timeline yet on the DOJs review"
@wallstengine on X 2025-07-24 12:36:24 UTC 74.2K followers, 15.6K engagements

"Venture Global $VG has started producing liquefied natural gas from Phase X of its Plaquemines export plant in Louisiana according to Reuters. The company has already been exporting from Phase X but Phase X production now gives VG access to higher spot market pricing for the next two years"
@wallstengine on X 2025-07-14 16:53:51 UTC 74K followers, 8318 engagements

"$CEG $VST $GEV $TLN BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $XXXXXX A MW-DAY - BBG"
@wallstengine on X 2025-07-22 20:08:22 UTC 74K followers, 11K engagements

"JPMorgan Lowers $DUOL PT to $XXX from $XXX - Overweight Analyst comments: "Duolingo shares remain controversial with investor sentiment skewing cautious heading into 2Q25 earnings on Wednesday 8/6. DUOL shares have traded down -XX% since recent highs on 5/14 significantly underperforming the S&P XXX (+6%) driven by investor concern around third-party data that has suggested greater-than-expected user growth deceleration Subscription Bookings growth deceleration and an uptick in Max churn. Sensor Tower data suggests 2Q global daily active user (DAU) growth of +39% year-over-year (vs. +51% Y/Y"
@wallstengine on X 2025-07-17 10:19:02 UTC 73.8K followers, 9375 engagements