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@wallstengine "TRUMP: CHINA LIKES TO DRIVE WEDGES"
X Link @wallstengine 2025-10-14T18:16Z 92.8K followers, 20.1K engagements

"Ford $F To Shut Down F-150 Lightning Plant In Michigan Next Week Due To Aluminum Factory Fire Union Official Says - Reuters"
X Link @wallstengine 2025-10-08T19:08Z 92.1K followers, 9230 engagements

"$NVDA CEO Huang told CNBC that while $ORCL Nvidia cloud margins may look thin now when you first ramp up a new technology theres every possibility that u might not make money in the beginning but over the life of the system theyll be wonderfully profitable He added that running Nvidia systems at Oracles scale is not easy calling them giant supercomputers that require land power cooling and complex operations"
X Link @wallstengine 2025-10-07T21:09Z 92.8K followers, 179.5K engagements

"Feds Michael Barr: Uncertainty about both inflation and jobs warrants a cautious approach to any further interest rate cut. Feds inflation goal faces significant risks but also some factors that might mitigate those risks. Current outlook poses challenges for judging stance of monetary policy and deciding the right path forward. Expect Core PCE to exceed X% by year-end"
X Link @wallstengine 2025-10-09T16:55Z 92.4K followers, 8955 engagements

"Honeywell offloaded all legacy Bendix and certain non-Bendix asbestos liabilities to Delticus in a $1.68B deal funded with cash and insurance assets. $HON is now fully indemnified and has no further exposure. The move will trigger a one-time $115M after-tax loss (excluded from adjusted EPS) but is expected to boost annual free cash flow by $100M in the coming years. The divestiture comes as Honeywell prepares to split into three independent companies in 2026"
X Link @wallstengine 2025-10-01T20:25Z 92.1K followers, 9948 engagements

"Nasdaq $QQQ just logged its best day since August closing up +1.15%"
X Link @wallstengine 2025-10-08T20:04Z 92.8K followers, 10.4K engagements

"President Trump is hosting a White House dinner tonight with more than three dozen corporate and individual donors to raise funds for his planned $XXX million ballroom per The Wall Street Journal. Invited companies include Lockheed Martin Microsoft Meta Platforms Google Amazon Apple Palantir Coinbase Caterpillar T-Mobile HP Ripple NextEra Energy Micron Booz Allen Hamilton Hard Rock Comcast Altria Union Pacific Reynolds American and Tether. Major individual and foundation guests include Harold Hamm Steve Schwarzman the Adelson Family Foundation Cameron and Tyler Winklevoss Kelly Loeffler and"
X Link @wallstengine 2025-10-15T20:38Z 92.8K followers, 14.7K engagements

"Rocket Pharmaceuticals $RCKT has withdrawn its FDA application for mozafancogene autotemcel a gene therapy for Fanconi Anemia. The company said the move is part of its strategy to focus resources on programs with clearer regulatory and commercial paths not due to safety or efficacy issues"
X Link @wallstengine 2025-10-03T11:14Z 92.7K followers, 8249 engagements

"U.S. small business sentiment fell in September with the NFIB Optimism Index down X points to XXXX the first drop in three months. Businesses cited rising costs from tariffs and supply chain issues with XX% naming inflation as their top problem and XX% planning price hikes in the next quarter. The Uncertainty Index jumped X points to XXX its fourth-highest in over XX years as the ongoing government shutdown delays key economic data"
X Link @wallstengine 2025-10-14T11:11Z 92.8K followers, 9825 engagements

"Stocks with highest upside breakout score on @prospero_ai $TSLA $HOOD $OKLO $META $CRWV $BMNR $ASTS $COIN $NBIS $ALAB"
X Link @wallstengine 2025-10-06T14:56Z 92.1K followers, 9186 engagements

"Shah Capital which holds a XXX% stake in Novavax $NVAX and is its second-largest shareholder is urging the companys board to pursue a sale Reuters reports. The fund cited three consecutive years of poor rollout for Novavaxs COVID-19 vaccine as the reason for pushing strategic alternatives"
X Link @wallstengine 2025-10-14T10:15Z 92.8K followers, 12K engagements

"$AAPL is close to acquiring talent and technology from computer vision startup Prompt AI CNBC reports. The 11-person firm was founded by UC Berkeley researchers Tete Xiao and Trevor Darrell. Investors will recover part of their funding but not in full. Prompts app Seemour which connects to home security cameras is being shut down with user data set to be deleted. The team and tech are expected to join Apples HomeKit division. Source: CNBC"
X Link @wallstengine 2025-10-11T06:01Z 92.6K followers, 18.4K engagements

"GOLDMAN SACHS $GS HAS LOST MORE THAN A DOZEN SENIOR BANKERS: RTRS"
X Link @wallstengine 2025-10-13T13:56Z 92.5K followers, 14.3K engagements

"BofA Securities Downgrades $INTC to Underperform from Neutral Maintains PT at $XX Analyst comments: "In our view the recent $XX billion jump in INTCs market cap more than reflects its improved balance sheet and (external) foundry potential. Meanwhile INTCs competitive outlook remains challenged with no discernible AI portfolio or strategy an uncompetitive server CPU and less flexibility now than before in divesting loss-making manufacturing in our view. We fundamentally disagree with valuation methods that rely on a sum-of-parts approach applying P/E to INTC Products and P/S to INTCs"
X Link @wallstengine 2025-10-13T10:18Z 92.8K followers, 67.9K engagements

"Bloomberg reports Boeing $BA is telling suppliers it may lift XXX MAX output to XX jets a month as soon as October with further hikes planned for April and late 2026 that could reach XX monthly"
X Link @wallstengine 2025-10-06T08:20Z 92.8K followers, 9511 engagements

"TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX"
X Link @wallstengine 2025-09-23T15:02Z 92.4K followers, 16.5K engagements

"OpenAI is reportedly preparing a five-year financing plan to support more than $X trillion in AI infrastructure spending according to the Financial Times. The company is developing new revenue streams debt partnerships and fundraising initiatives to meet its commitments which include XX gigawatts of capacity from Oracle Nvidia AMD and Broadcom. OpenAI currently books about $XX billion in annual recurring revenue with XX% from ChatGPT subscriptions. Plans include government and enterprise AI contracts shopping and video tools like Sora and AI-powered consumer hardware designed with Jony Ive."
X Link @wallstengine 2025-10-15T08:53Z 92.8K followers, 89K engagements

"BESSENT: We don't want to decouple but China is sending a decoupling message. Everything's on the table incl. delisting China ADRs but confident that this can be de-escalated If not we have substantial levers we can pull. We could move more aggressively than how China has"
X Link @wallstengine 2025-10-13T11:15Z 92.8K followers, 130.6K engagements

"GOOGLE $GOOGL TO SIGN 1GW DATA CENTER PACT WITH INDIA'S ANDHRA PRADESH"
X Link @wallstengine 2025-10-13T16:00Z 92.8K followers, 17.2K engagements

"Broadcom $AVGO is launching Thor Ultra a new networking chip that doubles the bandwidth of its predecessor to scale up AI data-center networks. The chip will compete directly with $NVDA's networking interfaces as Broadcom targets a $6090 billion AI market by 2027. Thor Ultra will be key to connecting hundreds of thousands of AI chips in large-scale systems"
X Link @wallstengine 2025-10-14T11:12Z 92.8K followers, 30.1K engagements

"$AMZN is bringing pharmacy directly into the doctors office Starting Dec. 2025 Amazon Pharmacy Kiosks will launch at select One Medical locations in Los Angeles letting patients pick up prescriptions within minutes of their appointment instead of making a separate trip. $CVS"
X Link @wallstengine 2025-10-08T10:08Z 92.8K followers, 18.7K engagements

"$NVS TO BUY $TRML FOR $48/SHARE Novartis agreed to acquire Tourmaline Bio for about $1.4B in cash. The deal adds pacibekitug an anti-IL-6 antibody in development for atherosclerotic cardiovascular disease to its pipeline. Closing expected in Q4 2025"
X Link @wallstengine 2025-09-09T06:58Z 91.9K followers, 6950 engagements

"BofA on $AMD (Buy PT $250): "Earlier today we hosted AMDs CFO Jean Hu and VP of Financial Strategy and Investor Relations Matthew Ramsay for a well-attended investor call. Key takeaways include: (1) OpenAIs first 1GW deployment remains on track to ship in 2H26 on MI450 Series racks weighted toward Q4; (2) AMD content will initially include GPUs CPUs and DPUs worth approximately $1520 billion per GW including a contra-revenue warrant impact of less than 5%; (3) content could increase over time with average selling price expansion and potential inclusion of networking components; (4) AMD will"
X Link @wallstengine 2025-10-09T19:03Z 92.8K followers, 47K engagements

"FG Nexus $FGNX is partnering with Securitize to let shareholders tokenize common and preferred stock directly on Ethereum. It will also be the first Nasdaq-listed company to bring a dividend-paying preferred share fully onchain enabling real-time settlement and programmable ownership"
X Link @wallstengine 2025-10-02T21:27Z 92.1K followers, 8375 engagements

"Senate Democrats warn AI could erase nearly XXX million U.S. jobs in the next decade according to a new report from the Senate HELP Committee. The ChatGPT-based analysis says XX% of fast food jobs XX% of accounting roles and XX% of trucking positions are at risk. Sen. Bernie Sanders wrote that AI and robotics being developed today will allow corporate America to wipe out tens of millions of decent-paying jobs cut labor costs and boost profits. The report urges measures like a 32-hour workweek profit-sharing and a robot tax Source: Axios"
X Link @wallstengine 2025-10-06T15:22Z 92.6K followers, 12.6K engagements

"A U.S. judge has temporarily blocked the Trump administration from laying off workers at 30+ federal agencies during the government shutdown. The ruling prevents federal firings across those agencies for now"
X Link @wallstengine 2025-10-15T18:35Z 92.8K followers, 9261 engagements

"$NVDA CEO JENSEN HUANG SAYS WANT TO BE PART OF ALMOST EVERYTHING MUSK IS INVOLVED IN"
X Link @wallstengine 2025-10-08T12:14Z 92.6K followers, 9862 engagements

"Comstock $CHCI signed a deal to buy a 400+ unit multifamily complex in Rockville MD with closing expected in Q4 2025. The acquisition through its Institutional Venture Platform marks its first since the pandemic and adds to its BLVD properties along the I-270 corridor"
X Link @wallstengine 2025-09-24T13:35Z 92.4K followers, 7346 engagements

"Piper Sandler analyst Thomas Champion on September ad metrics: $RDDT users improved +2% m/m but driven mostly by Conversation +14MM vs Feed +1MM. US Temu ad units on $META were roughly in-line with last month and the year-ago period. $META CPCs & CPEs as a % of CPM continue to move lower although m/m can be choppy. $PINS MAU data is decelerating in both the US and EU. Polymarket data suggests $GOOGL remains on track for the top LLM exiting 2025 as odds have improved post GPT-5 release"
X Link @wallstengine 2025-10-15T10:28Z 92.8K followers, 10.2K engagements

"BESSENT: EUROPEAN ALLIES MUST BE WILLING TO FOLLOW ON TARIFFS ON CHINESE GOODS RELATED TO RUSSIAN OIL PUCHASES"
X Link @wallstengine 2025-10-15T13:53Z 92.8K followers, 10.2K engagements

"The Pentagon is planning to stockpile up to $X billion worth of critical minerals amid rising tensions with China according to Financial Times. Public filings show planned purchases include $XXX million of cobalt $XXX million of antimony and $XXX million of tantalum. The materials will be stored by the Defense Logistics Agency which already holds $XXX billion in assets across depots nationwide"
X Link @wallstengine 2025-10-12T20:49Z 92.8K followers, 92.8K engagements

"Piper Sandler Downgrades $CART to Neutral from Overweight Lowers PT to $XX from $XX Analyst comments: "We move to the sidelines on CART in light of competitive pressures over the last month. We're less concerned about the quarter than an industry dynamic that pits CART against scaled competitors that may be cheaper and fast-growing peers forging new partnerships. At XX% GTV growth YTD the topline looks vulnerable and we downgrade to Neutral. News flow has been a recent CART headwind. In mid-August AMZN announced an expansion of same-day perishable delivery to 2300 cities in the US by"
X Link @wallstengine 2025-10-03T07:26Z 92K followers, 6830 engagements

"$TEM SELECTED BY ARPA-H Tempus was chosen by ARPA-H a U.S. Health & Human Services agency to provide contract-research and diagnostic testing for the ADAPT (Advanced Analysis for Precision Cancer Therapy) program. The projects goal is to create adaptive cancer-treatment models that adjust therapy in real time as tumors evolve starting with lung breast and colorectal cancers. Tempus will supply its AI-driven diagnostics (xE xR xF+ xM) and its Compass CRO platform to manage trial operations across sites while also integrating molecular and clinical data to detect tumor resistance early and"
X Link @wallstengine 2025-10-09T12:36Z 92.7K followers, 26.5K engagements

"$CME Group said it will begin around-the-clock (24/7) trading for crypto futures and options in early 2026 pending regulatory approval"
X Link @wallstengine 2025-10-02T14:09Z 92.6K followers, 10.8K engagements

"$KMX CarMax Q2 FY26 Earnings Highlights 🔹 Revenue: $6.59B (Est. $7.04B) 🔴; DOWN -X% YoY 🔹 EPS: $XXXX (Est. $1.04) 🔴; DOWN -XX% YoY Business Performance: 🔹 Retail Used Unit Sales: 199729; DOWN -XXX% YoY 🔹 Comparable Store Used Unit Sales: DOWN -XXX% YoY 🔹 Wholesale Units: 138302; DOWN -XXX% YoY 🔹 Gross Profit per Unit: Retail Used: $2216 (flat YoY) Wholesale: $XXX (flat YoY) EPP per Retail Unit: $XXX (flat YoY) CarMax Auto Finance (CAF): 🔹 CAF Income: $102.6M; DOWN -XXXX% YoY 🔹 Provision for Loan Losses: $142.2M (vs. $112.6M last year); increase tied to 202223 vintages 👀 🔹 Loan"
X Link @wallstengine 2025-09-25T12:27Z 91.4K followers, 8172 engagements

"$TIGR UP Fintech Q2'25 Earnings Highlights 🔹 Revenue: $138.7M (Est. $120.1M) 🟢; UP +59% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.11) 🟢; UP 8x YoY Regional Performance: 🔹 Singapore: Trading volume +113% YoY; IPO trading volume +131% YoY; debit card linked to fractional shares expanded rewards; client assets +20% QoQ 🔹 Hong Kong: Trading volume +8x YoY; AUC +6x YoY; crypto trading +65% QoQ 🔹 U.S. (TradeUP): Client assets +33% QoQ; Options trading +163% QoQ; underwrote X IPOs including CHAGEE 🔹 Australia & NZ: Client assets +34% QoQ (AU) +42% QoQ (NZ); strong demand for US equities/options"
X Link @wallstengine 2025-08-27T08:34Z 92.8K followers, 17.7K engagements

"Interactive Brokers $IBKR will join S&P XXX on Aug XX replacing Walgreens Boots Alliance $WBA"
X Link @wallstengine 2025-08-25T22:29Z 92.2K followers, 19.2K engagements

"HORMEL TO RAISE PRICES AS COMMODITY COSTS SURGE Hormel Foods $HRL warned of price increases after pork belly costs jumped XX% and wholesale pork rose XX% year-over-year. The Spam maker reported Q3 earnings of XX cents per share missing the 40-cent estimate while sales rose XXX% to $XXXX billion. Shares fell XX% to a decade low as the company cut its profit outlook. Interim CEO Jeff Ettinger said the commodity run-up was "both sudden and major" requiring "targeted pricing actions." Food service volumes dropped over X% as restaurant traffic declined. Source: Wall Street Journal"
X Link @wallstengine 2025-08-29T06:48Z 92.1K followers, 8738 engagements

"Berkshire Hathaway is reportedly close to a $10B deal to buy Occidentals petrochemical unit OxyChem in what would be Buffetts biggest purchase since Alleghany in 2022. - WSJ"
X Link @wallstengine 2025-09-30T19:53Z 92.7K followers, 16.3K engagements

"Today's Key Events (All EST) 10/09/2025 08:30: Fed's Powell Pre Recorded Speech 08:30: Fed Community Banking Conference (All Day) 08:35: Fed's Bowman 08:45: Treasury Sec. Bessent 10:00: US Wholesale Inventories MoM Rev. 12:45: Fed's Barr 13:00: Fed's Kashkari & Barr 13:00: US 30-Year Bond Auction 15:45: Fed's Bowman 21:40: Fed's Daly Before Open 👇 06:00: Pepsi $PEP 06:30: Delta Air Lines $DAL 06:45: Helen of Troy $HELE 07:00: Neogen $NEOG 08:00: Byrna Technologies $BYRN Time Not Specified: Tilray $TLRY After Hours 👇 16:05: Applied Digital $APLD 16:10: Levi Strauss $LEVI Time Not Specified:"
X Link @wallstengine 2025-10-09T06:34Z 92.6K followers, 14K engagements

"$UBER has acquired Belgian startup Segments AI to strengthen its data-labeling unit Uber AI Solutions. The Y Combinator-backed firm specializes in labeling sensor data for autonomous driving and is cash-flow positive. Terms werent disclosed but Uber says the deal will boost its lidar and multi-sensor annotation capabilities and expand its client base as it pushes deeper into AI services"
X Link @wallstengine 2025-10-02T19:41Z 92.1K followers, 11.3K engagements

"$CEG Constellation Energy Q2'25 Earnings Highlights 🔹 Revenue: $6.10B (Est. $5.06B) 🟢 🔹 GAAP EPS: $XXXX (Est. $1.83) 🟢 Nuclear & Operations 🔹 Nuclear Output: 45170 GWh vs. 45314 GWh YoY 🔹 Capacity Factor (excl. Salem/STP): XXXX% vs. XXXX% YoY 🔹 Natural Gas Dispatch Match Rate: XXXX% 🔹 Renewable Energy Capture: XXXX% Strategic Updates 🔹 Signed 20-year PPA with Meta for full output of Clinton Clean Energy Center 🔹 Crane Clean Energy Center to restart in 2027 (ahead of schedule) 🔹 Calpine acquisition approved by FERC NY TX regulators expected to close Q4 🔹 Reaffirmed FY25 adj. EPS"
X Link @wallstengine 2025-08-07T10:53Z 92.5K followers, 11.6K engagements

"The US has approved several billion dollars worth of $NVDA chip exports to the UAE under a new AI partnership deal. Its the first approval since Trump took office and part of a broader agreement tied to the UAEs plan to invest $XXX trillion in the US over XX years. None of the initial chip permits include G42 the UAEs main AI firm but future approvals will depend on how Emirati investments in the US unfold. Source: Bloomberg"
X Link @wallstengine 2025-10-09T07:06Z 92.8K followers, 50.2K engagements

"Dollar Tree $DLTR reaffirmed its near-term outlook and unveiled a 3-year EPS growth target of 1215% CAGR (FY26FY28) ahead of its 2025 Investor Day in New York. FY26 EPS is projected to grow in the high teens driven by tariff mitigation multi-price conversions and the Family Dollar sale. QTD comp sales are up XXX% and the company repurchased 2.8M shares for $271M. CEO Mike Creedon said Dollar Tree is entering a new chapter as a multi-price tech-enabled retailer positioned for long-term growth"
X Link @wallstengine 2025-10-15T11:10Z 92.8K followers, 8708 engagements

"Corteva $CTVA will split into two public companies by late 2026 a crop protection business (retaining the Corteva name $7.8B in 2025 sales) and a seed spinoff ($9.9B in 2025 sales). CEO Chuck Magro will lead the seed unit Chair Greg Page will chair crop protection. Spin structured as tax-free"
X Link @wallstengine 2025-10-01T10:57Z 92.8K followers, 40.1K engagements

"Alibaba $BABA CEO Eddie Wu at the 2025 APSARA Conference: AGI isnt the end point its the starting point. He said AI will push beyond AGI into ASI (super artificial intelligence) that can self-evolve and surpass human intelligence solving problems from medicine to climate. Wu added: LLM will be the next operating system Qwen the next Android AI Cloud the next computer and token the next electricity"
X Link @wallstengine 2025-09-24T07:22Z 92.5K followers, 52.3K engagements

"ChatGPT launch partners (app available inside it): $BKNG $TGT $COUR $EXPE $FIG $SPOT $ZG $TGT $CART $PTON $TRIP $UBER"
X Link @wallstengine 2025-10-06T17:28Z 92.1K followers, 31.2K engagements

"Gold just broke above $4000/oz for the first time ever. On Monday Citadels Ken Griffin said investors are beginning to see gold as a safer bet than the dollar"
X Link @wallstengine 2025-10-07T06:56Z 91.9K followers, 12.8K engagements

"NANO Nuclear Energy $NNE speaking at the TD Securities Nuclear Conference said they see a huge valuation disconnect compared to peers like NuScale and Oklo. For context: $NNE market cap: $1.94B $SMR market cap: $11B $OKLO market cap: $19.6B"
X Link @wallstengine 2025-10-09T17:50Z 91.3K followers, 36.3K engagements

"Goldman Sachs CEO David Solomon said the US economy is still in pretty good shape heading into 2026 with government spending and all of the AI infrastructure build driving growth despite tariffs and a softer labor market. He added M&A should pick up even further"
X Link @wallstengine 2025-10-03T09:39Z 92.6K followers, 9363 engagements

"Starboard Value has reportedly taken a stake in Keurig Dr Pepper $KDP according to the Financial Times. The activist fund built its position following the companys controversial Peets Coffee acquisition which drew investor criticism"
X Link @wallstengine 2025-10-13T16:57Z 92.8K followers, 9238 engagements

"$NVDA has started shipping its new DGX Spark desktop AI supercomputer capable of X petaflop of performance and 128GB of unified memory. CEO Jensen Huang personally delivered the 1st unit to Elon Musk at SpaceXs Starbase in Texas echoing his 2016 handoff of the DGX-1 to OpenAI. DGX Spark is powered by the Grace Blackwell GB10 Superchip and will be available globally starting Oct. XX through major OEMs like Acer Dell HP and Lenovo. Early testers include Google Meta Microsoft Hugging Face and others"
X Link @wallstengine 2025-10-14T08:09Z 92.8K followers, 37.3K engagements

"PEPSICO $PEP CHIEF EXECUTIVE ANNOUNCES PLAN TO BRING BACK GATORADE IN THE U.S. AND WORLDWIDE LATER THIS YEAR"
X Link @wallstengine 2025-10-09T12:29Z 92.1K followers, 17.9K engagements

"CODEX INTEGRATES SLACK (owned by $CRM)"
X Link @wallstengine 2025-10-06T17:46Z 92.6K followers, 13.7K engagements

"FEDS POWELL: DATA IN HAND SUGGEST CURRENT ECONOMY IS WHERE IT WAS IN SEPTEMBER DATA BEFORE U.S. GOVERNMENT SHUTDOWN SUGGESTED GROWTH MAY BE BETTER THAN EXPECTED"
X Link @wallstengine 2025-10-14T16:19Z 92.8K followers, 13K engagements

"$IONQ said it achieved a breakthrough in quantum chemistry showing its system can calculate atomic-level forces more accurately than classical methods. The study done with a Global 1000 automaker used IonQs QC-AFQMC algorithm to model nuclear forces for carbon-capture material design. CEO Niccolo de Masi said the work goes beyond academic benchmarks demonstrating practical quantum advantages for pharma battery and chemical industries"
X Link @wallstengine 2025-10-13T11:06Z 92.8K followers, 41.3K engagements

"FED POWELL: WILL NOT TRY TO PINPOINT BREAKEVEN RATE OF EMPLOYMENT; STANDARD ERROR ITSELF IS PERHAPS 50K"
X Link @wallstengine 2025-10-14T16:41Z 92.8K followers, 12.5K engagements

"$ATAI Life Sciences posted Q2 results and updates highlighting positive Phase 2b data for BPL-003 in treatment-resistant depression meeting all endpoints with effects lasting up to X weeks after one dose. The planned Beckley Psytech merger aims to strengthen its psychedelic mental health pipeline with cash runway into 2H 2027. Source: Company"
X Link @wallstengine 2025-08-14T11:16Z 92.8K followers, 7330 engagements

"ORACLE $ORCL LOST NEARLY $XXX MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER: THE INFORMATION"
X Link @wallstengine 2025-10-07T15:02Z 92.8K followers, 123.1K engagements

"Barclays Upgrades $FE to Overweight from Equalweight Raises PT to $XX from $XX Analyst comments: "We think management's plan is undervalued at an XX% P/E discount while successful execution could lead to consensus earnings revisions and a multiple re-rating through 2026. We upgrade FE to Overweight from Equalweight following well-attended investor meetings in Los Angeles and San Francisco last week with the C-Suite. We believe FE will make positive steps to put legacy Ohio concerns behind it as we exit 2025 via an in-line GRC outcome. There is clear upward pressure on the capital plan from"
X Link @wallstengine 2025-08-25T08:52Z 92.8K followers, 7457 engagements

"$META filled the gap after the open broke above its opening range and is now pushing higher up over 1.4%. Data via @edgeful"
X Link @wallstengine 2025-10-09T16:18Z 91.4K followers, 11.1K engagements

"CITRON POSITIVE ON $CCCX"
X Link @wallstengine 2025-10-06T12:23Z 92.8K followers, 21.4K engagements

"Morgan Stanley Upgrades $MU to Overweight from Equalweight Raises PT to $XXX from $XXX Analyst comments: "Momentum on core DRAM pricing continues to surprise us while at the same time near term worries on HBM are becoming solved by DRAM economic improvement. Our checks in DRAM continue to get stronger with potential for double digit sequential price improvement in calendar 4Q and 1Q. While the direct causes are hard to pinpoint sentiment from our industry contacts that DRAM may be tight for several quarters is increasingly widespread amongst our contacts in the purchasing world. And while MU"
X Link @wallstengine 2025-10-06T08:24Z 92.1K followers, 35.5K engagements

"$FICO just shook up the mortgage market. The company launched a Direct Licensing Program that lets lenders access FICO scores without going through Equifax Experian or TransUnion. The move aims to cut out bureau mark-ups and give lenders more transparent pricing. Under the new model FICO will charge either $XXXX per score plus a $XX fee at loan closing or a flat $XX per score roughly in line with todays bureau pricing but without the middleman. Shares of the credit bureaus sank on the news with Equifax $EFX down XX% TransUnion $TRU off XX% and Experian lower in London. Fair Isaac rose 5%"
X Link @wallstengine 2025-10-02T10:11Z 92.8K followers, 104.6K engagements

"NYSE owner Intercontinental Exchange $ICE is near a $X billion investment in Polymarket at a valuation of $810B. Deal could be announced today. Investment could boost Polymarkets push to re-enter the U.S. Source: WSJ"
X Link @wallstengine 2025-10-07T10:24Z 92.8K followers, 24.4K engagements

"PayPal $PYPL is launching Ads Manager a platform that lets small businesses turn their websites into retail media networks and earn ad revenue. Launching in early 2026 in the U.S. with the UK and Germany to follow"
X Link @wallstengine 2025-10-07T13:10Z 92.1K followers, 23.9K engagements

"HUAWEI USED TSMC COMPONENTS IN TOP AI CHIPS TECHINSIGHTS SAYS"
X Link @wallstengine 2025-10-03T08:29Z 91.4K followers, 13.7K engagements

"$GOOGL just launched Gemini Enterprise its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Googles latest Gemini models a no-code workbench customizable business agents and a secure data layer all managed under one governance system for tracking and auditing. Google says Gemini Enterprise can integrate across an entire organization to automate workflows and boost productivity with major potential in healthcare and life sciences where agents can cut regulatory review times and reduce errors. The product marks Googles full entry into the AI agent"
X Link @wallstengine 2025-10-09T12:05Z 92.8K followers, 214.2K engagements

"SEMAFOR says the US and Ukraine are working on a deal where Kyiv would share its drone technology with Washington in return for arms sales. $AVAV $KTOS $PLTR $AIRO $RCAT $PDYN"
X Link @wallstengine 2025-10-06T11:42Z 92.1K followers, 11.5K engagements

"Palmer Luckey on Anduril IPO: Were on a path to IPO. In the low single-digit years. We want to either be profitable across the business or very close to it with a clear trend that its going to happen. No more toss it in the bin no need to do paperwork"
X Link @wallstengine 2025-10-11T06:52Z 92.8K followers, 86.7K engagements

"$TSM reported September revenue of NT$331.0B down XXX% MoM from August (NT$335.8B) but up XXXX% YoY. TSMC Q3 revenue totaled NT$989.9B above consensus NT$973.3B while YTD revenue reached NT$2.76T up XXXX% YoY though marking the 2nd straight month of decelerating growth pace"
X Link @wallstengine 2025-10-09T06:58Z 92.8K followers, 11.5K engagements

"Taiwan Semiconductor Manufacturing Co. $TSM is phasing out Chinese equipment from its most advanced fabs to avoid possible U.S. restrictions that could threaten production Nikkei reports"
X Link @wallstengine 2025-08-25T09:26Z 92.7K followers, 16.5K engagements

"US MBA mortgage applications fell XXX% for the week ending Oct. XX easing from -XXX% the prior week. Market index: XXXXX (prev. 323.1) Purchase index: XXXXX (prev. 170.6) Refinance index: 1168.0 (prev. 1180.2) 30-year mortgage rate: XXXX% (prev. 6.43%)"
X Link @wallstengine 2025-10-15T11:16Z 92.8K followers, 8126 engagements

"Citizens JMP Raises $KTOS PT to $XXX from $XX - Mkt Outperform Analyst comments: "We reiterate our Market Outperform rating after attending the Miramar Air Show in San Diego California in person where we spoke with several personnel from Kratos that were there on site. The stock is up XXX% year to date versus the S&P Aerospace & Defense ETF (XAR) up XX% year to date and the Russell 3000 up XX% year to date." Analyst: Trevor Walsh"
X Link @wallstengine 2025-10-02T11:35Z 92.1K followers, 8220 engagements

"Trump administration is weighing another $12B in cuts to clean energy projects including carbon removal and hydrogen efforts from Chevron and Occidental. Total proposed cuts now near $24B. - Semafor"
X Link @wallstengine 2025-10-07T17:38Z 92.1K followers, 12.8K engagements

"$ABT Abbott Q3'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $1.30) 🟢 🔹 Revenue: $11.37B (Est. $11.4B) 🔴; UP +6.9% YoY 🔹 Organic Sales Growth: +5.5% (or +7.5% excl. COVID-19 testing) Full-Year 2025 Guidance (Reaffirmed): 🔹 Organic Sales Growth: XXX% to XXX% (excl. COVID-19 testing) 🔹 Organic Sales Growth: XXX% to XXX% (incl. COVID-19 testing) 🔹 Adj EPS: $XXXX to $XXXX (midpoint reaffirmed range narrowed) Q3 Operating Metrics: 🔹 Reported Operating Margin: XXXX% 🔹 Adjusted Operating Margin: 23.0%; UP +40 bps YoY 🔹 U.S. Sales: $4.30B; UP +2.3% YoY 🔹 International Sales: $7.07B; UP"
X Link @wallstengine 2025-10-15T11:35Z 92.8K followers, 8693 engagements

"Peloton $PTON unveiled Peloton IQ an AI + computer vision system for personalized training and launched its new Cross Training Series lineup: Bike Bike+ Tread Tread+ and Row+ all with swivel screens. Plus models add cameras Sonos audio and voice control. Membership prices rise in October"
X Link @wallstengine 2025-10-01T12:19Z 92.8K followers, 7482 engagements

"$ARM and $META announced a multi-year partnership to optimize AI software and infrastructure for power efficiency across devices and data centers. Metas AI ranking and recommendation systems for Facebook and Instagram will run on Arms Neoverse platforms which offer better performance-per-watt than x86 systems. Metas Santosh Janardhan said the deal helps efficiently scale innovation to the 3B+ people using Metas apps while Arm CEO Rene Haas said AIs next era will be defined by delivering efficiency at scale. Optimizations for PyTorch ExecuTorch and vLLM will be open-sourced to improve AI"
X Link @wallstengine 2025-10-15T16:12Z 92.8K followers, 25K engagements

"Lumen Technologies $LUMN EVP & CFO Christopher Stansbury purchased 82K shares indirectly via family trusts on Aug 14-15 2025 at weighted avg prices of $4.29-$4.44/share. Total value: $357K. Post-buy: Direct holdings at 5.21M shares"
X Link @wallstengine 2025-08-15T22:24Z 92.8K followers, 9425 engagements

"Today's Key Events (All EST) 09/24/2025 07:00: US MBA Mortgage Applications 10:00: US New Home Sales 13:00: US 5-Year Note Auction 16:10: Fed's Daly Before Open 👇 06:30: Uranium Energy $UEC 06:30: THOR Industries $THO 08:30: Cintas Corporation $CTAS After Hours 👇 04:05: H.B. Fuller Company $FUL 04:05: Stitch Fix $SFIX 04:05: Steelcase $SCS 04:10: KB Home $KBH After Close: Worthington Steel Inc. $WS"
X Link @wallstengine 2025-09-24T07:02Z 92.6K followers, 15.2K engagements

"UBS Raises $MU PT to $XXX from $XXX - Buy Analyst comments: "Following recent announcements across the compute space and updated CoWoS supply checks we have increased confidence that high-bandwidth memory (HBM) demand will expand significantly again in calendar 2027. In the near term we now forecast HBM industry demand of 17.1B Gb in C25 and 27.2B Gb in C26 up from prior estimates of 16.9B Gb and 26.1B Gb respectively. This growth is being driven by: X. The inclusion of OAI systemsapproximately 700000 units using HBM3E 12-Hi beginning in C26 and X. Higher NVIDIA (Rubin) unit volumes into next"
X Link @wallstengine 2025-10-08T13:33Z 92.8K followers, 59K engagements

"Mizuhos Vijay Rakesh reiterates Outperform and $XXX PT on Broadcom $AVGO telling clients they are BUYERS on the recent pullback. He calls AVGO the King of AI Custom Silicon noting accelerating ASIC revenue and leverage from OAIs AI rack buildout with EPS impact from gross margin dilution seen as limited"
X Link @wallstengine 2025-10-06T10:06Z 92.7K followers, 12.2K engagements

"Mizuho Downgrades $BE to Neutral from Outperform Raises PT to $XX from $XX Analyst comments: "We increase our DCF-based price target to $XX up from $XX owing to improved visibility for Bloom Energys demand growth with utility-scale orders for data centers. Their 900-MW project in Wyoming is in the early stages but signals the need for further capacity expansion. However we downgrade to Neutral as the company is limited by its internal production capacity. The company is on track to grow its Fremont factory to X GW/year capacity by year-end 2026 which we believe can increase to X GW/year with"
X Link @wallstengine 2025-10-02T08:07Z 92.1K followers, 7522 engagements

"TD Cowen Upgrades $HII to Buy from Hold Sets PT at $XXX Analyst comments: "(1) Eventual margin upside is sizable Huntington Ingalls' (HII) shipbuilding margin troughed at XXX% in 2024 dragged by post-COVID struggles such as attrition low productivity and cost overruns on fixed-price contracts reminiscent of the post-Katrina nadir. Management asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a percentage of mix. This margin target is plausible perhaps by 2029 given HII's post-Katrina history (9% average over 2013-2020; XXXX% peak in 2016) the Navy's willingness to"
X Link @wallstengine 2025-07-10T09:46Z 92.7K followers, 5265 engagements

"Beyond Meat $BYND shares are tumbling after the company announced early results for its exchange offer of X% Convertible Notes due 2027. Roughly XXXX% ($1.11B) of outstanding notes were tendered well above the XX% threshold. In return Beyond Meat will issue $208.7M of new X% Convertible Notes due 2030 and about XXX million new shares effectively rolling over $208M in debt and extinguishing over $800M. CEO Ethan Brown called the early settlement a meaningful next step toward reducing leverage and extending debt maturity. The early settlement is set for Oct. XX with a lock-up on most new shares"
X Link @wallstengine 2025-10-13T11:28Z 92.8K followers, 155.9K engagements

"GOOGLE $GOOGL WANTS RIGHT TO BUNDLE GEMINI AI APP WITH MAPS YOUTUBE FEDERAL JUDGE CONSIDERING REMEDIES IN GOOGLE SEARCH CASE"
X Link @wallstengine 2025-10-08T19:42Z 92.1K followers, 45K engagements

"Novartis $NVS won FDA approval for Rhapsido (remibrutinib) to treat chronic spontaneous urticaria a hives-like skin condition affecting 1.7M Americans. Its the first BTK inhibitor cleared for this disease and can relieve symptoms in as little as two weeks"
X Link @wallstengine 2025-10-01T09:27Z 91.8K followers, 7022 engagements

"Rumble $RUM announced a partnership with Perplexity to integrate its AI search tech into Rumble launch a bundled Rumble Premium + Perplexity Pro subscription and promote Perplexitys Comet browser to Rumbles audience"
X Link @wallstengine 2025-10-02T20:14Z 91.8K followers, 9015 engagements

"JPMorgan is launching a $XXX trillion financing initiative over the next decade to back industries vital to U.S. national security and economic independence. As part of the effort $JPM will make direct equity investments of up to $XX billion in U.S. companies and expand its banker network. The plan focuses on supply chain resilience defense and aerospace energy independence and frontier tech like AI and quantum computing. CEO Jamie Dimon said the U.S. had become too reliant on unreliable sources of critical minerals products and manufacturing calling for faster policy action and investment."
X Link @wallstengine 2025-10-13T10:06Z 92.8K followers, 169.6K engagements

"Power Integrations $POWI unveiled new high-voltage GaN chips for 800V DC AI data centers publishing details at the 2025 OCP Global Summit. The company said its 1250V PowiGaN switches hit over XX% efficiency outperforming 650V GaN and 1200V SiC devices in power density and system simplicity. Its also working with $NVDA on megawatt-scale server rack power architecture to cut copper use and improve rack design. Power Integrations claims its the only firm currently shipping 1250V and 1700V GaN switches in volume with over XXX million GaN devices deployed since its 2018 debut. Moving to an 800V DC"
X Link @wallstengine 2025-10-13T15:31Z 92.8K followers, 14K engagements

"NSCALE TO BUILD MASSIVE TEXAS AI HUB WITH MICROSOFT Nscale will deploy 104000 $NVDA GB300 GPUs in a XXX MW facility in Texas under a new agreement with $MSFT opening in Q3 2026. The project is part of a broader contract totaling 200000 GPUs spanning the U.S. and Europe"
X Link @wallstengine 2025-10-15T09:13Z 92.8K followers, 15.3K engagements

"$WMT's Sams Club now offers free same-day delivery of refrigerated prescriptions for Plus Members including GLP-1s like Wegovy and Ozempic ($499/month with copay program)"
X Link @wallstengine 2025-10-06T19:37Z 92.4K followers, 9433 engagements

"$NDAQ AND AWS EXPAND DEAL Nasdaq will deliver its Calypso capital markets and treasury platform as a fully managed service on AWS. The move shifts front-to-back office workflows risk management and compliance onto cloud infrastructure cutting out the need for banks and institutions to run their own systems. Nasdaq tech already powers XX% of global systemically important banks and XX central banks"
X Link @wallstengine 2025-09-25T10:03Z 92.1K followers, 7962 engagements

"Elon Musks AI startup xAI is expanding its funding round to $20B backed by $NVDA & others. The deal includes $7.5B equity and up to $12.5B debt through a special vehicle that will buy Nvidia GPUs for xAIs Colossus X data center. Nvidia may invest up to $2B Source: Bloomberg"
X Link @wallstengine 2025-10-08T08:52Z 92.6K followers, 10K engagements

"Chinas Commerce Ministry urged the U.S. to stop threatening with high tariffs at every turn and return to dialogue after President Trump announced new XXX% tariffs and export controls on any and all critical software starting Nov. X. Beijing said its new rare earth export measures are legitimate and defensive not a full ban with licenses granted for appropriate civilian use but restricted for military purposes. The ministry said the impact on global supply chains should be very limited and that China remains open to discussions. China added that it imposed new port fees on U.S. vessels only"
X Link @wallstengine 2025-10-12T07:30Z 92.8K followers, 49.8K engagements

"FORD $F SHARES FALL X% AFTER WSJ REPORTS FIRE AT CO'S SUPPLIER SET TO DISRUPT BUSINESS FOR MONTHS"
X Link @wallstengine 2025-10-07T13:47Z 92.1K followers, 15.7K engagements

"GERMAN COALITION AGREES ON 3B EV INCENTIVES THROUGH 2029"
X Link @wallstengine 2025-10-09T07:49Z 92.1K followers, 9807 engagements

"TD Cowen Reiterates Sell Rating on $RBLX PT $XX Analyst comments: "Our estimates are likely too low but we are leaving them unchanged for now. Continued strong engagement data in the second half of Q3 suggests that our Street-high Q3 and in particular Q4 bookings estimates are probably still too conservative. However recent data also reinforces our view that overall Roblox engagement growth has become increasingly dependent on what appears to be a boom-bust viral hit model. Despite the near-term strength in engagement trends we continue to believe that shares remain overvalued and therefore"
X Link @wallstengine 2025-10-08T13:28Z 92.6K followers, 8829 engagements

"$SYF BOOSTS BUYBACK TOPS EARNINGS ESTIMATES Synchrony Financial posted Q3 EPS of $XXXX beating estimates by $XXXX on $3.82B in revenue (vs $3.8B est). The board approved a $1B increase to its share repurchase authorization through June 2026 bringing the total available to $2.1B"
X Link @wallstengine 2025-10-15T10:04Z 92.8K followers, 14.8K engagements

"SALESFORCE $CRM PLANS $X BLN INVESTMENT IN ITS MEXICO OPERATIONS OVER NEXT 5-YEARS"
X Link @wallstengine 2025-10-08T15:56Z 92.5K followers, 9335 engagements

"Galaxy Digital $GLXY has launched GalaxyOne a new platform for U.S. investors that combines cash yields crypto trading and stock brokerage in one place. The app offers X% APY on deposits with FDIC insurance X% APY on premium yield notes for accredited investors crypto trading in bitcoin ethereum and solana and commission-free trading of over 2000 U.S. stocks and ETFs. CEO Mike Novogratz says Galaxy is bringing its institutional infrastructure to individuals with this launch"
X Link @wallstengine 2025-10-06T11:46Z 92.6K followers, 20K engagements

"$NVDA CEO URGES INVESTMENT IN POWER GENERATION FOR DATA CENTERS"
X Link @wallstengine 2025-10-08T12:38Z 92.8K followers, 25.5K engagements

"Samsung & SK Hynix signed agreements to supply chips and gear for OpenAIs Stargate supercomputer project with demand projected at 900000 wafers/month more than double current global HBM capacity. Samsung affiliates will also partner on data centers including offshore floating sites while SK Telecom and OpenAI plan a dedicated Korean data center. Source: Bloomberg"
X Link @wallstengine 2025-10-01T10:19Z 92.8K followers, 19.6K engagements

"The worlds largest glove maker Top Glove expects to boost U.S. sales to XX% of total volume by 2027 up from XX% now. The company produces XX Billion gloves annually with North America & Asia as its biggest markets"
X Link @wallstengine 2025-10-09T07:15Z 92.1K followers, 11.4K engagements

"Punchbowl reports the White House is preparing for a long government shutdown and has identified new funding streams to keep critical programs running. Democrats say the real deadline is Nov. X when open enrollment begins and Obamacare subsidies kick in"
X Link @wallstengine 2025-10-14T09:37Z 92.8K followers, 13.5K engagements

"$CRM Salesforce just set a $60B+ FY30 revenue target projecting a return to double-digit organic growth (10%+ CAGR from FY26FY30) excluding Informatica. The company also aims to hit the Rule of 50"
X Link @wallstengine 2025-10-15T21:46Z 92.8K followers, 29.7K engagements

"UPCOMING KEY EVENTS WEEK OF OCT X 2025 Mon: $STZ $AEHR Wed: FOMC Minutes Thu: $PEP $DAL $TLRY $APLD $LEVI 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"
X Link @wallstengine 2025-10-04T13:30Z 92.1K followers, 10.1K engagements

"President Trump says dont worry about China it will be all fine. Chinas President Xi just had a bad moment. Says The U.S.A wants to help Chinanot hurt it"
X Link @wallstengine 2025-10-12T17:06Z 92.8K followers, 81.1K engagements

"Redfin says luxury home sales dropped to the lowest August level in 10+ years while non-luxury sales also fell to record lows. Yet prices keep climbing: luxury home prices rose XXX% YoY to $1.25M nearly 3x the pace of non-luxury (+1.4% to $370K). Inventory is piling up too with luxury listings up XXX% YoY to the highest August level since 2020 and non-luxury up XXXX% to the most since 2019"
X Link @wallstengine 2025-10-01T19:02Z 92.6K followers, 27.9K engagements

"$ASTS has filed to sell up to $800M in stock through an at-the-market offering. The company signed on XX banks including Barclays BofA Deutsche UBS and Cantor as agents"
X Link @wallstengine 2025-10-07T12:34Z 92.6K followers, 24K engagements

"Raymond James lifted its PT on Warner Bros Discovery $WBD to $XX from $XX citing recent trends and potential M&A. Analyst Ric Prentiss said a Paramount Skydance $PSKY bid is likely with press reports suggesting a possible $2224/share offer ahead of WBDs planned split. Zaslav is said to want $40/share but Raymond James thinks PSKY is trying to move before other bidders like Amazon Apple Sony or Apollo get involved"
X Link @wallstengine 2025-10-02T08:51Z 92.1K followers, 8217 engagements

"I just dropped the Sunday newsletter covering the First Brands collapse where $XXX billion vanished Wall Street lost its mind and nobody knows what the CEO looks like. Check your inbox spam or any other folders. If you don't see it read it here:"
X Link @wallstengine 2025-10-12T20:19Z 92.5K followers, 12.3K engagements

"US TRSY SEC BESSENT: CHINA TRYING TO BACKFILL NARRATIVE ON RARE EARTH MOVE CHINESE WERE PLANNING TO ERECT NEW BARRIERS WE DON'T WANT TO ESCALATE BUREAUCRATS IN CHINA CANNOT MANAGE THE SUPPLY CHAIN MANUFACTURING PROCESS FOR REST OF WORLD U.S. HAS LOTS OF LEVERS THAT IT CAN PULL ON CHINA TRADE"
X Link @wallstengine 2025-10-15T12:31Z 92.8K followers, 17.3K engagements

"EARNINGS SEASON IS HERE 🔔 And its about to get interesting for every market junkie looking to make an extra buck especially with Polymarkets earnings markets live Heres a look at the stocks reporting Tuesday & Wednesday along with their Polymarket odds of beating estimates"
X Link @wallstengine 2025-10-13T15:54Z 92.8K followers, 38.9K engagements

"AI startup Nscale raised $1.1B to expand AI data centers led by Aker ASA with a $285M commitment and XXX% stake. Other investors include Point72 Nvidia and Nokia. The company spun out of crypto mining in 2024 recently partnered with Nvidia and OpenAI on a UK project"
X Link @wallstengine 2025-09-25T08:06Z 92.6K followers, 8032 engagements

"APPLIED MATERIALS $AMAT $ASML FUELED CHINA CHIP PRODUCTION - HOUSE CMTE: BLOOMBERG"
X Link @wallstengine 2025-10-07T19:04Z 92.1K followers, 17.3K engagements

"UPTOBER KICKING IN ALREADY While major equity indexes are flat crypto and crypto-linked stocks are moving higher. $FGNX $BMNR $COIN $HOOD $MARA $IREN"
X Link @wallstengine 2025-10-01T15:32Z 92.1K followers, 8544 engagements

"TRUMP: WILL MEET CHINA'S XI IN A FEW WEEKS IN SOUTH KOREA"
X Link @wallstengine 2025-10-07T16:33Z 92.6K followers, 11.7K engagements

"CITI $C HAS NO EXPOSURE TO WIDELY REPORTED DISTRESSED NAMES: CFO"
X Link @wallstengine 2025-10-14T13:20Z 92.8K followers, 9323 engagements

"Per the information report: In some cases Oracle $ORCL is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidias chips. Internal documents show the fast-growing cloud business has had razor-thin gross profit margins"
X Link @wallstengine 2025-10-07T15:11Z 92.5K followers, 29.9K engagements

"$DPZ Dominos Pizza Q325 Earnings Highlights 🔹 Revenue: $1.15B (Est. $1.14B) 🟢; UP +6.2% YoY 🔹 EPS: $XXXX (Est. $3.96) 🟢; DOWN -XXX% YoY 🔹 Income from Operations: $223.2M (Est. $214.5M) 🟢; UP +12.2% YoY Q3 Same-Store Metrics 🔹 U.S. Total SSS: UP +5.2% YoY (Est. +4.28%) 🟢 🔹 U.S. Franchise SSS: UP +5.3% YoY (Est. +4.31%) 🟢 🔹 U.S. Company-Owned SSS: UP +3.4% YoY (Est. +3.79%) 🔴 🔹 International SSS (ex-FX): UP +1.7% YoY (Est. +1.95%) 🔴 🔹 Global Retail Sales Growth (ex-FX): UP +6.3% YoY 🔹 Net Store Growth: +214 (U.S. +29; Intl +185) Other Q3 Metrics 🔹 Supply Chain GM: 11.3%; UP"
X Link @wallstengine 2025-10-14T10:09Z 92.8K followers, 14.9K engagements

"Vertiv $VRT advanced its 800V DC platform with NVIDIA to power next-gen AI factories. The system targets megawatt-scale racks and will roll out in 2H 2026 aligned with NVIDIAs Rubin Ultra launch. Vertiv says its the first to reach engineering readiness for 800V systems boosting efficiency for large AI data centers"
X Link @wallstengine 2025-10-13T16:14Z 92.8K followers, 25.3K engagements

"Perion $PERI has been added to the list of Walmart $WMT Connect advertising partners today"
X Link @wallstengine 2025-09-03T15:57Z 92.5K followers, 7131 engagements

"ASM International $ASMI cut its 2H revenue outlook now expecting 2025 growth at the low end of its 10%20% range. The chip-equipment maker cited weaker demand and softer bookings as Intel and Samsung lose ground in AI chips with Intel cutting jobs and Samsung posting its first profit drop since 2023"
X Link @wallstengine 2025-09-23T06:53Z 91.3K followers, 11K engagements

"$TLRY Tilray Brands Q126 Earnings Highlights 🔹 Net Revenue: $209.5M (Est. $205M) 🟢; +5% YoY 🔹 Net Income: $1.5M; vs. $(34.7)M YoY 🔹 Adjusted Net Income: $3.9M; UP +$10.0M YoY 🔹 Adjusted EBITDA: $10.2M; UP +9% YoY 🔹 Gross Profit: $57.5M; DOWN -X% YoY 🔹 Gross Margin: XX% (vs. XX% YoY) 🔹 Cash Used in Operations: $(1.3)M; Improved +$34M YoY 🔹 Cash Balance: $264.8M 🔹 Net Debt: $4M (Net debt / TTM Adj. EBITDA 0.07x) Guidance: 🔹 Reiterates FY26 Adjusted EBITDA: $62M$72M Segment / Product Results: 🔹 Cannabis Net Revenue: $64.5M; UP +5% YoY 🔹 Canadian Adult-Use (Gross): UP +12% YoY;"
X Link @wallstengine 2025-10-09T11:24Z 92.8K followers, 15.6K engagements

"BeOne Medicines $ONC is selling its royalty rights on Amgens IMDELLTRA to Royalty Pharma $RPRX for up to $950M excluding China sales. The deal includes $885M upfront and up to $65M more within XX months if BeOne opts to sell remaining royalties. BeOne will still collect royalties on IMDELLTRA sales above $1.5B annually and keep rights to other Amgen assets like xaluritamig now in trials for prostate cancer. IMDELLTRA is already approved in the U.S. for patients with extensive-stage small cell lung cancer"
X Link @wallstengine 2025-08-25T10:04Z 92.7K followers, 8382 engagements

"Jefferies Upgrades $DAL to Buy from Hold Raises PT to $XX from $XX Analyst comments: "Upgrading DAL to Buy. We upgrade DAL to Buy with a $XX PT at 6x EBITDAR and 10x $XXXX of EPS in '26 (+16% y-o-y vs target CAGR of 10%). The Q3 revenue raise of +2-4% (from +0-4%) gives us enough confidence in the topline for Q4/2026 that margin expansion is coming despite the short-term lack of earnings drop-through in Q3 over summer weather (JEFe EPS $XXXX vs guide $1.25-1.75). Domestic yields are inflecting positive early in the quarter anchored by corporate/premium and the improved Q4 international setup"
X Link @wallstengine 2025-10-01T10:07Z 92.7K followers, 9722 engagements

"$C Citigroup Q325 Earnings Highlights 🔹 Revenue: $22.09B (Est. $21.09B) 🟢 🔹 Adj EPS: $XXXX (Est. $1.90) 🟢 🔹 Net Interest Income: $14.94B (Est. $14.58B) 🟢 Segment 🔹 FICC Sales & Trading Rev: $4.02B (Est. $3.74B) 🟢 🔹 Equities Sales & Trading Rev: $1.17B (Est. $1.05B) 🟢 Other Q3 Metrics 🔹 Total Loans: $733.9B (Est. $728.15B) 🟢 🔹 Net Income: $3.8B 🔹 Provision for Credit Losses: -$236M (reserve release) 🔹 Operating Expenses: $14.3B 🔹 CET1: 13.2%; RoTCE: 8%"
X Link @wallstengine 2025-10-14T12:08Z 92.8K followers, 10.5K engagements

"Goldman Sachs Upgrades $DLO to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade shares of dLocal to Buy from Neutral as we have greater confidence it can deliver 20%+ EBITDA growth in the mid-term. We raise our price target to $XX from $XX implying XX% upside from current levels. We expect solid total payment volume (TPV) growth through 2027 supported by: X. Successful geographical diversification; X. Gaining share with existing merchants; and X. Attracting new merchants such as stablecoin operators. DLO also has room for further cost control that can partially offset"
X Link @wallstengine 2025-10-14T07:37Z 92.8K followers, 12.4K engagements

"TSY SEC. BESSENT ON CHINA: XXX% DOES NOT HAVE TO HAPPEN US-CHINA RELATIONSHIP IS GOOD"
X Link @wallstengine 2025-10-13T12:03Z 92.8K followers, 11.4K engagements

"SPOTIFY AND NETFLIX STRIKE VIDEO PODCAST DEAL $SPOT will bring video podcasts from Spotify Studios and The Ringer to $NFLX starting early 2026 expanding its reach beyond audio. The lineup includes popular sports shows like The Bill Simmons Podcast and The Zach Lowe Show plus culture lifestyle and true crime titles. Netflix says the move helps merge video and podcast audiences while Spotify called it a new chapter for podcasting that broadens discovery for creators. The partnership will roll out first in the U.S. with more markets to follow"
X Link @wallstengine 2025-10-14T18:02Z 92.8K followers, 19.6K engagements

"TRUMP SAYS DEAL COULD BE REACHED ON ACA SUBSIDIES $OSCR"
X Link @wallstengine 2025-10-06T20:38Z 92.1K followers, 26.6K engagements

"BESSENT ON US TAKING STAKES: For XX years we werent vigilant. Thats the reason weve got this rare earth problem. We're not going to come in & take stakes in non-strategic assets. We have identified X industries. Have to be careful not to overreach but have to be vigilant"
X Link @wallstengine 2025-10-15T12:56Z 92.8K followers, 87.6K engagements

"Evercore ISI on $DPZ (Outperform PT $520): Its tough to be a Dominos competitor in 2025 "Our Dominos 3Q same-store sales (SSS) estimate is significantly ahead of Pizza Huts 3Q U.S. SSS estimate of -6%. We believe Dominos share gains within pizza are being driven by: X. Leveraging its low-cost leadership with value promotions such as the recurring $XXXX any-size pizza with up to seven toppings X. Ongoing innovation in pizza (e.g. stuffed crust which supports mix improvement) and X. Effective marketing through DoorDash which we estimate provides an annualized SSS lift of XX percentage points"
X Link @wallstengine 2025-10-08T09:20Z 92K followers, 8377 engagements

"Sanofi $SNY fell nearly XX% in Paris after late-stage trial results for its eczema drug Amlitelimab came in weaker than expected. Analysts had viewed the drug as a key candidate to offset Dupixents looming 2031 patent expiry but the data suggest its potential may be limited"
X Link @wallstengine 2025-09-04T09:22Z 92.4K followers, 8482 engagements

"Google it Ask ChatGpt & now Check Polymarket is a thing"
X Link @wallstengine 2025-10-12T22:12Z 92.8K followers, 15.5K engagements

"LONE STAR AGREES TO BUY HILLENBRAND $HI FOR $32.00/SHR IN CASH"
X Link @wallstengine 2025-10-15T12:06Z 92.8K followers, 8077 engagements

"Richtech Robotics' $RR R&D team is hinting at the upcoming unveiling of ADAM V3 their latest version of the AI robot"
X Link @wallstengine 2025-07-22T22:57Z 92.1K followers, 17.1K engagements

"GROUP OF LEADING INTERNATIONAL BANKS EXPLORING ISSUING A STABLECOIN $CRCL"
X Link @wallstengine 2025-10-10T13:38Z 92.8K followers, 13K engagements

"Apple $AAPL CEO Tim Cook pledged to boost investment in China during his visit despite Trumps tariff threats on foreign-made goods. Cook met Chinas Industry Minister Li Lecheng and said Apple will strengthen cooperation with local suppliers"
X Link @wallstengine 2025-10-15T08:14Z 92.8K followers, 10.6K engagements

"Samsung Electronics expects Q3 operating profit of 12.1T ($8.5B) up XX% YoY and its highest since 2022 on stronger DRAM and NAND demand from AI-related investments"
X Link @wallstengine 2025-10-14T08:45Z 92.8K followers, 9927 engagements

"CoreWeave $CRWV launched Serverless RL the first fully managed reinforcement learning platform. It scales across dozens of GPUs integrates with Weights & Biases and charges per token rather than full infra. Benchmarks: 1.4x faster training XX% lower cost vs local H100s"
X Link @wallstengine 2025-10-08T17:04Z 92.5K followers, 50.7K engagements

"Citi just added two names to its 90-day Upside Catalyst Watch: Unity Software $U and AppLovin $APP"
X Link @wallstengine 2025-10-01T09:51Z 92.8K followers, 22.2K engagements

"Lucid Group $LCID will execute a 1-for-10 reverse stock split effective Aug. XX 2025 with trading on a split-adjusted basis starting Sept. 2"
X Link @wallstengine 2025-08-21T20:11Z 92.8K followers, 13K engagements

"$BLK BlackRock Q325 Earnings Highlights 🔹 Revenue: $6.51B (Est. $6.34B) 🟢 🔹 Adj EPS: $XXXXX (Est. $11.47) 🟢 🔹 AUM: $13.464T (Est. $13.37T) 🟢 🔹 Net Inflows: $204.64B (Est. $181.92B) 🟢 🔹 Equity Net Inflows: $45.98B (Est. $59.93B) 🔴 Q3 Segment: 🔹 Total Net Flows: $205B; Long-term: $171B; Record iShares ETFs net inflows: $153B 🔹 Technology services & subscriptions: $515M; UP vs. prior year 🔹 Alternatives performance fees: UP YoY aided by HPS transaction Other Q3 Metrics 🔹 Operating Income (Adj.): $2.62B; UP +23% YoY 🔹 Operating Margin (Adj.): XXXX% 🔹 Share repurchases: $375M 🔹"
X Link @wallstengine 2025-10-14T10:06Z 92.8K followers, 19.5K engagements

"BlackRocks Global Infrastructure Partners is close to a $38B takeover of power producer $AES including debt with a deal possibly announced this week Bloomberg reports"
X Link @wallstengine 2025-10-01T11:14Z 92.8K followers, 7609 engagements

"SALESFORCE $CRM TO BUY BACK $X BILLION IN SHARES IN NEXT SIX MONTHS"
X Link @wallstengine 2025-10-15T22:08Z 92.8K followers, 14.8K engagements

"OpenAI just rolled out Instant Checkout inside ChatGPT letting U.S. users buy products directly in the chat without leaving the app. The feature launches today with Etsy sellers and will expand soon to over a million Shopify merchants including Glossier SKIMS Spanx and Vuori per Bloomberg. It runs on Stripes new Agentic Commerce Protocol which OpenAI is open-sourcing so any retailer can integrate. Purchases stay entirely inside ChatGPT product search selection and payment with OpenAI taking a small fee from merchants"
X Link @wallstengine 2025-09-29T17:12Z 92.4K followers, 53.6K engagements

"Eli Lilly $LLY will invest over $1B in India to expand manufacturing through local partners boosting supply of obesity diabetes Alzheimers cancer and autoimmune drugs Reuters reports"
X Link @wallstengine 2025-10-06T10:37Z 92.1K followers, 14.7K engagements

"Rothschild Redburn Downgrades $GEV to Sell from Neutral PT $XXX Analyst comments: "After much soul-searching and analysis we conclude that GE Vernovas current share price discounts a margin outlook that is implausibly positive in the long term and we downgrade to Sell with a target price of $XXX. Catalysts for the Sell recommendation on GE Vernova to work are elusive amid thematic momentum and timing is challenging. However the gas turbine market has historically been highly variable and demand conditions for Siemens Energys and GE Vernovas products reflect customer sentiment i.e. man-made"
X Link @wallstengine 2025-10-15T08:53Z 92.8K followers, 11.3K engagements

"$IPG just scored a big win landing Bayers $720M global consumer health account spanning brands like Aspirin Claritin and Alka-Seltzer per Adweek. The remit consolidates creative production and media under one roof with FCB leading creative. Work kicks off Jan X just ahead of IPGs planned merger with Omnicom"
X Link @wallstengine 2025-09-30T14:37Z 91.2K followers, 9185 engagements

"Andrew Ross Sorkin on Stock Market Crash: We will have a crash I just can't tell you when and I can't tell you how deep. But I can assure you unfortunately I wish I wasn't saying this we will have a crash"
X Link @wallstengine 2025-10-15T11:05Z 92.8K followers, 355K engagements

"$AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to XX% of AMD stock at $0.01/shr. The agreement covers deployment of X GW of AMDs upcoming MI450 chips starting in 2026 with revenue recognition beginning next year. AMD says the partnership could contribute over $100B in new revenue over four years"
X Link @wallstengine 2025-10-06T10:57Z 92.8K followers, 426.1K engagements

"Crypto liquidations crossed $XXX billion in the last XX hours the biggest sweep since April 2021. Theres way too much leverage floating around out there"
X Link @wallstengine 2025-10-10T22:50Z 92.8K followers, 54.7K engagements

"A Reddit post is circulating that lists OpenAIs top XX customer by token consumption and Duolingo tops the list"
X Link @wallstengine 2025-10-10T09:28Z 92.8K followers, 432.7K engagements

"$TSLA EXEC: SHANGHAI GIGAFACTORY HAS BEGAN PRODUCTION RAMP-UP IN Q4"
X Link @wallstengine 2025-10-13T09:57Z 92.8K followers, 13.1K engagements

"NATURAL GAS INVENTORY +53 BCF VS +66 BCF EXPECTED $UNG $AR $CRK"
X Link @wallstengine 2025-10-02T14:33Z 92.8K followers, 8070 engagements

"US TRADE REPRESENTATIVE GREER: XXX% CHINA TARIFF DEPENDS ON WHAT CHINESE DO CHINESE REALIZE THEY OVERSTEPPED THINK WE'LL BE ABLE TO 'WORK THROUGH IT' WITH CHINA HAD STAFF TALKING WITH CHINA YESTERDAY IN WASHINGTON 11:39 IT'S HARD FOR CHINA TO FIND AN OFF RAMP ON RARE EARTHS"
X Link @wallstengine 2025-10-14T15:42Z 92.8K followers, 14.3K engagements

"SoftBank Group is negotiating a $X billion margin loan backed by $ARM Holdings shares Bloomberg reports. The financing would lift total loans secured by Arm stock to $XXXX billion following $13.5B previously raised"
X Link @wallstengine 2025-10-10T06:24Z 92.8K followers, 18K engagements

"Citi analyst Alicia Yap raises $GRAB price target to $X from $XXXX maintaining a Buy rating. Opens 30-day upside catalyst watch"
X Link @wallstengine 2025-10-14T19:54Z 92.8K followers, 48.7K engagements

"Jefferies says todays drop in Flutter shares is an overreaction to Kalshis new NFL parlay-style prediction market product. The firm notes Kalshis launch looks similar to sportsbook same-game parlays which drive 70%+ of $FLUT GGR but current features remain limited. Prediction markets likely to be a hot topic at next weeks G2E in Las Vegas"
X Link @wallstengine 2025-09-30T19:16Z 92.4K followers, 8074 engagements

"HSBC Downgrades $BE to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "We are raising our TP for Bloom to USD100.00 (from USD44.00) to incorporate a revised exit EV/EBITDA multiple of 20x (from 9.5x previously) on our estimated terminal value beyond 2031e. Our prior estimate reflected the midpoint of the 712x median range for the renewable energy sector but we are raising our estimate for Bloom as the shares have rerated sharply higher. Our revised 20x target is pegged at a premium to the 1015x median range for the clean tech sector which reflects the companys data center and"
X Link @wallstengine 2025-10-09T07:34Z 92.6K followers, 10.8K engagements

"$BE IS UP XX% FOLLOWING BROOKFIELD $5B AI INFRA PARTNERSHIP"
X Link @wallstengine 2025-10-13T11:54Z 92.8K followers, 42.9K engagements

"S&P XXX closed below its 21-day MA on Friday Heres the breadth check: XX% of S&P stocks are below their 20-day MA XX% are below the 50-day MA XX% are under the 200-day MA"
X Link @wallstengine 2025-10-11T18:06Z 92.1K followers, 14.9K engagements

"$JPM JPMorgan Chase Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $43.86B) 🟢; DOWN -XX% YoY 🔹 EPS: $XXXX (Est. $4.48) 🟢; DOWN -XX% YoY 🔹 Net Income: $14.99B; DOWN -XX% YoY Segment Revenue: 🔹 FICC Sales & Trading: $5.69B (Est. $5.22B) 🟢;+14% YoY 🔹 Equities Sales & Trading: $3.25B (Est. $3.20B) 🟢;+15% YoY 🔹 Investment Banking: $2.68B (Est. $2.16B) 🟢;+7% YoY Other Metrics 🔹 Provision for credit losses: $2.85B (Est. $3.22B) 🟢; DOWN -X% YoY 🔹 ROE: XX% (Est. 15.1%) 🟢 🔹 Cash & due from banks: $23.76B (Est. $22.07B) 🟢 🔹 Standardized CET1 ratio: XX% (Est. 15.4%) 🔴 🔹 Net"
X Link @wallstengine 2025-07-15T10:40Z 92.8K followers, 14.5K engagements

"CISCO $CSCO SEEKS TO CHALLENGE BROADCOM $AVGO IN CONNECTING AI DATA CENTERS - BBG"
X Link @wallstengine 2025-10-08T13:03Z 92.6K followers, 10.3K engagements

"$HIMS & Hers released new survey data showing XX% of nearly 2400 customers rated their telehealth care as equal to or better than in-person visits. XX% said the intake process was easy and XX% reported clear treatment instructions and increased confidence in starting care. Among 418K weight-loss patients using GLP-1s only XXXX% reported side effects; mental and sexual health categories were under XXXX% while hair loss treatments saw 24%"
X Link @wallstengine 2025-10-09T13:07Z 92.8K followers, 52.7K engagements

"Reuters reports that Apollo Global Management has made a new offer to acquire Papa Johns $PZZA and take it private. The firm submitted the fresh bid within the past week according to sources familiar with the matter"
X Link @wallstengine 2025-10-14T20:45Z 92.8K followers, 56.7K engagements

"Evercore ISI raised its price target on Broadcom $AVGO to $XXX from $XXX keeping an Outperform rating. The firm said the OpenAI deal for 10GW of custom AI accelerators could add $2$6 to FY2029 EPS estimating $XX EPS power discounted back three years at 38x P/E. Evercore believes the partnership confirms Broadcoms position as a premier custom-AI XPU supplier with its Ethernet and XPU systems likely powering OpenAIs inference workloads"
X Link @wallstengine 2025-10-15T14:30Z 92.8K followers, 11K engagements

"$DOCN DigitalOcean Q2'25 Earnings Highlights 🔹 Revenue: $219M (Est. $216.7M) 🟢; UP +14% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.47) 🟢 🔹 Incremental ARR: $32M highest since Q4'22 🔹 ARR: $875M; UP +14% YoY FY Guidance (Raised) 🔹 Revenue: $888M to $892M (Raised) 🟢 🔹 Adjusted EBITDA Margin: 39%40% (Raised) 🟢 🔹 Adjusted Free Cash Flow Margin: 17%19% 🔹 Non-GAAP EPS: $2.05$2.10 Q3 Guidance 🔹 Revenue: $226M to $227M 🔹 Adjusted EBITDA Margin: 39%40% 🔹 Non-GAAP EPS: $0.45$0.50 Operational Metrics 🔹 Net Dollar Retention Rate: XX% (vs. XX% YoY) 🔹 ARPU: $111.70; UP +12% YoY 🔹 ARPU for"
X Link @wallstengine 2025-08-05T11:17Z 92.8K followers, 9765 engagements

"Today's Key Events (All EST) 10/15/2025 07:00: US MBA Mortgage Applications 08:30: NY Fed Manufacturing 09:30: Fed's Miran 12:30: Fed's Miran 13:00: Fed's Waller 14:00: Fed's Beige Book 14:30: Fed's Schmid Before Open 👇 01:00: $ASML 06:00: Synchrony Financial $SYF 06:20: Citizens Financial $CFG 06:30: Dollar Tree $DLTR 06:30: First Horizon $FHN 06:35: PNC Financial $PNC 06:45: Bank of America $BAC 07:25: Morgan Stanley $MS 07:30: Abbott $ABT 08:00: Prologis $PLD 08:00: Bank7 $BSVN 08:15: Community Trust Bancorp $CTBI 08:20: Progressive $PGR After Hours 👇 16:00: United Airlines $UAL 16:00:"
X Link @wallstengine 2025-10-15T07:39Z 92.8K followers, 15.2K engagements

"$IOT Samsara Q2'26 Earnings Highlights 🔹 Revenue: $391.5M (Est. $372.22M) 🟢; UP +30% YoY 🔹 EPS: $XXXX (Est. $0.07) 🟢; UP +140% YoY 🔹 ARR: $1.64B; UP +30% YoY 🔹 Customers $100K ARR: 2771 (vs. 2120 LY); ARR +35% YoY 🔹 Customers $1M ARR: XX% of ARR FY26 Guidance: 🔹 Revenue: $1.57B$1.58B (Est. $1.55B) 🟢; UP +26% YoY 🔹 EPS: $0.45$0.47 (Est. $0.41) 🟢 Q3 Guidance 🔹 Revenue: $398M$400M (Est. $388M) 🟢; UP +24% YoY 🔹 EPS: $0.11$0.12 (Est. $0.10) 🟢 CEO Commentary: 🔸 We ended Q2 with $1.6B in ARR a XX% increase year-over-year. 🔸 The rise of the AI-driven economy is amplifying demand for"
X Link @wallstengine 2025-09-04T20:13Z 92.5K followers, 11.5K engagements

"$PNC Financial Services Q325 Earnings Highlights 🔹 Revenue: $5.92B (Est. $5.83B) 🟢; UP +9% YoY 🔹 EPS: $XXXX (Est. $4.04) 🟢; UP +25% YoY 🔹 Net Interest Income: $3.65B; UP +7% YoY 🔹 Net Interest Margin: 2.79%; UP +15 bps YoY Other Q3 Metrics 🔹 Noninterest Income: $2.27B; UP +12% YoY 🔹 PPNR: $2.45B; UP +17% YoY 🔹 Provision for Credit Losses: $167M; DOWN -XX% QoQ 🔹 Net Charge-Offs: $179M; DOWN -XX% YoY (0.22% of avg loans) 🔹 Efficiency Ratio: XX% (improved from XX% YoY) 🔹 Avg. Loans: $325.9B; UP +2% YoY 🔹 Avg. Deposits: $431.8B; UP +2% YoY 🔹 CET1: XXXX% 🔹 TBV/Share: $107.84; UP"
X Link @wallstengine 2025-10-15T10:37Z 92.8K followers, 8194 engagements

"$OKLO $SMR $LEU SEC. CHRIS WRIGHT: NUCLEAR RENAISSANCE COMING UNDER TRUMP"
X Link @wallstengine 2025-07-14T18:32Z 92.4K followers, 28.4K engagements

"When hedge funds make XXX% in a year its called alpha. Meanwhile on Whop retail investors and traders with real edge are launching their own paid communities where members are chasing double- and even triple-digit gains. Finance is decentralizing"
X Link @wallstengine 2025-10-03T16:58Z 92.8K followers, 132.9K engagements

"Ferrari $RACE laid out its 2030 roadmap at Capital Markets Day confirming an average of four new model launches per year between 2026 and 2030 and the debut of its first fully electric Ferrari elettrica in late 2026. By the end of the decade the lineup will be XX% ICE XX% hybrid and XX% electric. Executive Chairman John Elkann said With the new Ferrari elettrica we once again affirm our will to progress by uniting the discipline of technology the creativity of design and the craft of manufacturing. Ferrari now counts 90000 active clients up XX% from 2022 and plans to open Tailor Made centers"
X Link @wallstengine 2025-10-09T09:32Z 92.1K followers, 31.1K engagements

"Polymarket now expects the government shutdown to last over a month which could make it the longest ever. Bessent this morning said the effects are already starting to show up in the economy"
X Link @wallstengine 2025-10-13T17:31Z 92.8K followers, 28.2K engagements

"Starbucks $SBUX has shortlisted Boyu Capital Carlyle Group EQT and HongShan (formerly Sequoia China) as final bidders for a controlling stake in its China business Reuters reports. Binding offers are due early October with a deal expected by the end of the month"
X Link @wallstengine 2025-09-11T07:36Z 92K followers, 10.6K engagements

"$BAC Bank of America Q3'25 Earnings Highlights 🔹 Revenue: $28.1B (Est. $27.59B) 🟢; UP +11% YoY 🔹 EPS: $XXXX (Est. $0.95) 🟢; UP +31% YoY 🔹 NII: $15.2B ($15.4B FTE) (Est. $15.03B) 🟢; UP +9% YoY Guidance: 🔸 Q4 NII (FTE): $15.6B to $15.7B Q3 Operating Metrics: 🔹 Provision for Credit Losses: $1.3B; DOWN -XX% YoY 🔹 Net Charge-Offs: $1.37B (Est. $1.52B) 🟢; DOWN -XX% YoY 🔹 Noninterest Expense: $17.3B; UP +5% YoY 🔹 Total Loans: $1.17T (Est. $1.16T) 🟢; UP +8% YoY 🔹 Total Deposits: $2.00T (Est. $2.02T) 🔴; UP +4% YoY 🔹 Average Deposits: $1.99T; UP +4% YoY 🔹 Average Loans and Leases:"
X Link @wallstengine 2025-10-15T10:52Z 92.8K followers, 11.1K engagements

"AMAZON $AMZN IS HIRING 250K PEOPLE THIS HOLIDAY SEASON"
X Link @wallstengine 2025-10-13T12:05Z 92.8K followers, 16.1K engagements

"BofA Maintains Underperform Rating on $HIMS Views Menopause Launch Positively Analyst comments: "Todays news was well signaled by the company but we view the official launch of the menopause/perimenopause offering as an incremental positive. It ultimately helps expand the total addressable market for HIMS and enhances the Hers brand in a category with growing demand. We previously estimated the menopause market could represent another XX million incremental patients implying a multi-billion dollar addressable market (Exhibit 1). The Hers offering has expanded significantly over the last two"
X Link @wallstengine 2025-10-15T19:01Z 92.8K followers, 14.9K engagements

"U.S. TREASURY SECRETARY BESSENT ON CHINA TRADE: We have aggressively pushed back against Chinas export controls. This was a provocative move. "There was substantial communication over the weekend. There will be lots of staff-level meetings. They are neither going to command nor control us. Weve already been in touch with allies and are meeting with them this week. "This Is China Vs World" "We Won't Let China Export Restrictions Go On" We expect support from India and others. We believe China is open to discussion on this. If not we have substantial levers we can pull. We could move more"
X Link @wallstengine 2025-10-13T11:10Z 92.8K followers, 985.4K engagements

"Bristol Myers Squibb $BMY announced it will acquire Orbital Therapeutics for $XXX billion in cash expanding its RNA and cell therapy capabilities. The deal adds Orbitals lead preclinical program OTX-201 an in vivo CAR T-cell therapy targeting autoimmune diseases by enabling the body to generate CAR T-cells internally using circular RNA and lipid nanoparticle delivery. BMY will also gain Orbitals RNA engineering platform which combines circular and linear RNA design with AI-driven tools to create programmable RNA therapies. Chief R&D Officer Robert Plenge said the acquisition enhances our cell"
X Link @wallstengine 2025-10-10T11:04Z 92.1K followers, 9061 engagements

"DoorDash $DASH is teaming up with Serve Robotics $SERV in a multiyear deal to roll out sidewalk delivery robots across the US starting in Los Angeles. Serve which also works with $UBER has already completed tens of thousands of deliveries in five cities including Miami Dallas and Chicago. The partnership isnt exclusive allowing Serves fleet to take orders from both DoorDash and Uber to improve utilization. Serve plans to double its fleet to 2000 robots by year-end aiming to boost efficiency and cut idle time"
X Link @wallstengine 2025-10-09T10:52Z 92.8K followers, 46.4K engagements

"CIRCULAR FINANCING IS FUELING THE AI BOOM"
X Link @wallstengine 2025-10-08T17:29Z 92.8K followers, 27.5K engagements

"Guggenheim lifted its PT on $TKO to $XXX from $XXX reiterating Buy. Analyst Curry Baker said the raise reflects a strong WWE live events slate including the last-minute addition of WrestlePalooza and a strong two-night SummerSlam plus ESPN rights pull-forward and sponsorship momentum. Full-year adj. OIBDA outlook of $1.615B remains above consensus and guidance"
X Link @wallstengine 2025-10-03T10:27Z 92.6K followers, 7121 engagements

"$WFC Wells Fargo Q3'25 Earnings Highlights 🔹 Revenue: $21.43B (Est. $21.14B) 🟢; +5% YoY 🔹 EPS: $XXXX (Est. $1.55) 🟢; +17% YoY 🔹 Net Interest Income: $11.95B (Est. $12.01B) 🔴; +2% YoY 🔸Sees Q4 NII $12.4B - $12.5B Q3 Operating Metrics: 🔹 Total Avg. Loans: $928.7B (Est. $926.43B) 🟢; UP +2% YoY 🔹 Total Avg. Deposits: $1.34T (Est. $1.34T) 🟡; FLAT YoY 🔹 Net Charge-Offs: $942M (Est. $1.09B) 🟢; DOWN -XX% YoY 🔹 Noninterest Income: $9.49B; UP +9% YoY 🔹 Provision for Credit Losses: $681M; DOWN -XX% YoY Q3 Segment Performance: Consumer Banking and Lending (CBL): 🔹 Revenue: $9.65B; UP +6%"
X Link @wallstengine 2025-10-14T10:34Z 92.8K followers, 14.7K engagements

"Barrons: Quantum Stocks Look Like Theyre Forming a Market Bubble. $RGTI $QUBT $QBTS $IONQ"
X Link @wallstengine 2025-10-08T18:51Z 92.8K followers, 41.5K engagements

"$DELL raised its long-term outlook now guiding for XX% annual sales growth through FY2030 (vs XX% prior) and at least XX% EPS growth (vs X% prior) The company has built a $20B AI business in two years and pledged to keep raising its dividend 10%+ annually through 2030 $SMCI"
X Link @wallstengine 2025-10-07T12:33Z 92.8K followers, 20.7K engagements

"OPENAI AND SUR ENERGY AGREE TO EXPLORE A BIG DATA CENTER PROJECT IN ARGENTINA THROUGH A LETTER OF INTENT"
X Link @wallstengine 2025-10-14T14:07Z 92.8K followers, 31.8K engagements

"ADVANCE GOODS TRADE BALANCE (AUG) -$85.5B VS -$95.4B EXPECTED"
X Link @wallstengine 2025-09-25T12:32Z 92.5K followers, 7699 engagements

"Grindr $GRND insiders are exploring a take-private deal after the stocks recent slide triggered a forced sale of pledged shares Semafor reports. Major shareholders Raymond Zage and James Lu who control over XX% of the company are in talks with Fortress Investment Group to secure debt financing for the buyout. Theyve discussed a price around $XX per share valuing Grindr near $X billion though terms could still change. A deal could draw national security scrutiny due to Grindrs past ownership by a Chinese firm which sold the company in 2020 following U.S. government concerns over user data"
X Link @wallstengine 2025-10-13T16:10Z 92.8K followers, 30.8K engagements

"$JOBY plans to raise $500M through a public stock offering with underwriters granted an option for another $75M. Proceeds will go toward certification manufacturing and preparing its electric air taxi business for commercial launch"
X Link @wallstengine 2025-10-07T21:39Z 92.6K followers, 11K engagements

"LULULEMON ATHLETICA $LULU FOUNDER LOOKING AT OPTIONS FOR ACTIVISM"
X Link @wallstengine 2025-10-10T14:41Z 92.8K followers, 20.9K engagements

"AI data centers could lift U.S. natural gas demand by up to XX% by 2030. Bloomberg Intelligence projects AI-linked demand could add XX Bcf/day with XXX Bcf/day most likely"
X Link @wallstengine 2025-10-08T19:01Z 92.8K followers, 19.8K engagements

"$GAP announced a multi-year partnership with Google Cloud to integrate Gemini Vertex AI and BigQuery across its brands (Old Navy Gap Banana Republic and Athleta) The deal aims to accelerate product design pricing and planning through AI tools deliver hyper-personalized shopping experiences and empower employees with AI-driven decision support. CTO Sven Gerjets said the goal is to bring AI to life across our business empowering teams and delivering for customers faster and with greater personalization than ever"
X Link @wallstengine 2025-10-09T12:09Z 92.8K followers, 12.5K engagements

"UPCOMING KEY EARNINGS WEEK OF OCT XX 2025 Mon: $FAST Tue: $JPM $JNJ $GS $BLK $C $WFC $DPZ Wed: $ASML $BAC $MS $ABT $PNC $UAL Thu: $TSM $SCHW $USB $TRV $KEY $CSX Fri: $AXP $SLB $ALLY Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updates actionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to stay informed and ahead of the game"
X Link @wallstengine 2025-10-11T22:11Z 92.8K followers, 27.1K engagements

"MediaTeks ASIC plans are seeing delays. Reports say $META's new chip orders remain uncertain due to a technical issue while $GOOGL's order isnt finalized yet and wont officially tape out until at least October. Mass production now looks unlikely before the second half of 2026. MediaTek hasnt been active in the high-speed computing ASIC market for long and competition is intense. Metas Arke orders could influence revenue further out in 2027 but Googles orders will have a direct impact on 2026 revenue. Source: DigiTimes"
X Link @wallstengine 2025-10-02T10:36Z 92.6K followers, 11.8K engagements

"The S&P XXX $SPY fell XXX% marking its biggest one-day drop since April XX as Trump signaled massive tariffs on China. Roughly $XXX trillion in market cap was wiped out in a single session"
X Link @wallstengine 2025-10-10T20:02Z 92.8K followers, 12.2K engagements

"ASTRAZENECA $AZN GETS THREE-YEAR REPRIEVE FROM TRUMP PHARMA TARIFFS"
X Link @wallstengine 2025-10-10T21:59Z 92.5K followers, 11.4K engagements

"BofA Securities Downgrades $TXN to Underperform from Neutral Lowers PT to $XXX from $XXX Analyst comments: "This downgrade report is in conjunction with our reassessment of our coverage cluster based on expected upside to our 12-month price objectives. While we continue to appreciate the high quality of TXNs assets and its execution consistency we believe the turmoil caused by global tariffs could limit any near- to medium-term demand improvement in the industrial economy. Unlike some peers (such as Infineon IFX) TXN has limited exposure to the ongoing AI capex cycle. Meanwhile TXNs 25x/31x"
X Link @wallstengine 2025-10-13T10:19Z 92.8K followers, 8766 engagements

"The U.S. Department of Energy is considering revoking nearly $1.1B in grants for $GM Stellantis $STLA for auto plant retooling according to a Reuters report"
X Link @wallstengine 2025-10-07T18:53Z 92.6K followers, 11.7K engagements

"Baytex Energy $BTE is exploring a potential $X billion sale of its U.S. operations in the Eagle Ford shale of South Texas according to Bloomberg"
X Link @wallstengine 2025-10-09T16:05Z 92.8K followers, 7349 engagements

"NOVO NORDISK $NVO TO BUY AKERO THERAPEUTICS $AKRO FOR $XX A SHARE IN CASH"
X Link @wallstengine 2025-10-09T10:03Z 92.7K followers, 17.6K engagements

"United States Antimony $UAMY landed a five-year $245M Pentagon contract to supply antimony ingots for the U.S. defense stockpile per Reuters. Antimony is used in munitions batteries and flame retardants. USAC which runs North Americas only two antimony smelters will start deliveries this week"
X Link @wallstengine 2025-09-23T11:25Z 92.7K followers, 17K engagements

"$GOOGL's Waymo will launch its driverless ride-hailing service in London next year marking its European debut and second international market after Tokyo according to Bloomberg. The Alphabet unit will begin testing a small fleet with safety drivers across a 100-square-mile area in London before a commercial rollout in 2026. Its partnering with Uber-backed Moove to manage the fleet. The UK plans to allow commercial self-driving pilots starting in 2026 when Waymo expects to offer rides directly through its own app competing with Uber and Lyft in one of the worlds biggest ride-hailing markets"
X Link @wallstengine 2025-10-15T09:04Z 92.8K followers, 39.9K engagements

"Polymarket founder Shayne Coplan is now the youngest self-made billionaire on Bloombergs Index. He dropped out of NYU built the platform from his bathroom in 2020 fought off regulators and an FBI raid and now has ICE backing Polymarket with $2B at an $8B valuation"
X Link @wallstengine 2025-10-08T14:52Z 92.8K followers, 25.2K engagements

"iRobot $IRBT is leaning into a major turnaround strategy under new CMO Athena Kasvikis focusing on smarter AI-powered robots and a stronger brand rebuild. Kasvikis said iRobot is in a growth phase with a new product line of multifunctional AI-driven robots aimed at reasserting Roombas dominance after years of low-cost competition. The marketing shift centers on its Made for This campaign highlighting Roombas single-minded mission to clean floors better than anyone else and prioritizes connected TV ads to reach consumers more efficiently. She noted that iRobot is benefitting from renewed"
X Link @wallstengine 2025-10-15T14:49Z 92.8K followers, 13.2K engagements

"Novos $NVO weight loss pill will be fully made in the U.S. says U.S. chief Dave Moore while discussing Wegovy on BTV"
X Link @wallstengine 2025-10-03T14:37Z 92.7K followers, 22.2K engagements

"FED'S DALY ON AI: AI bubble not a threat to financial stability. AI could make country more productive. I am not seeing evidence of mass job replacement by A. I see more tech in place of hiring as the economy slows - Axios"
X Link @wallstengine 2025-10-07T11:08Z 92.8K followers, 10.3K engagements

"Evercore ISIs Julian Emanuel says the S&P XXX $SPX could climb to 9000 by 2026 in a bubble scenario raising the probability of that outcome to 30%. The firm kept its year-end 2026 target at 7750 but noted the EA LBO reinforced signs of capital markets acceleration that is key to continuation of the Bull market. Emanuel also highlighted AI Enablers Adopters and Adapters as core positions and called health care underowned but now benefiting from easing policy and tariff concerns"
X Link @wallstengine 2025-10-06T15:40Z 92.4K followers, 10.6K engagements

"BMW CUTS 2025 GUIDANCE BMW lowered its 2025 earnings outlook now expecting a slight decline in group profit before tax on slower China growth and U.S. tariffs. Auto ROCE cut to XXX% (from 913%). Free cash flow still seen above 2.5B but dividend ratio (3040%) and buyback plans unchanged"
X Link @wallstengine 2025-10-07T18:20Z 91.8K followers, 11.7K engagements

"UBS Upgrades $VG to Buy from Neutral PT $XX Analyst comments: "Volume ramp at Plaquemines continues to surprise to the upside. In 2Q25 this project exported XX cargoes XX more than the fully ramped Calcasieu Pass. VG reported a record XX cargoes in 2Q25 (vs. XX in 1Q25 and XX in 2Q24) at the top end of its guidance. We believe the Street is underestimating the number of commissioning cargoes from Plaquemines. We estimate that number will come in around XXX vs. the company's guidance of XXX. The XX additional commissioning cargoes could drive earnings upside of $XXX million which is not in"
X Link @wallstengine 2025-08-25T09:27Z 92.1K followers, 16.2K engagements

"Stellantis $STLA said vehicle sales rose XX% in Q3 helped by a XX% jump in U.S. deliveries as inventories normalized and the company brought back the V8 Ram 1500"
X Link @wallstengine 2025-10-10T07:14Z 92.8K followers, 9239 engagements

"The S&P XXX Just had its best day since May 2025"
X Link @wallstengine 2025-10-13T20:03Z 92.8K followers, 14.7K engagements

"LVMH shares jumped after the luxury giant returned to sales growth for the 1ST time in three quarters. Q3 revenue rose X% organically to 18.28B topping forecasts. Fashion and leather goods fell a modest X% vs expectations of a deeper drop. Sales in China rose X% after a X% decline in H1 while U.S. revenue climbed 3%. CFO Ccile Cabanis said trends are improving across divisions but cautioned that tougher comps in Q4 may limit near-term upside"
X Link @wallstengine 2025-10-15T07:45Z 92.8K followers, 34.8K engagements

"ABB TO SELL ROBOTICS UNIT TO SOFTBANK FOR ENT. VALUE OF $XXXXX BLN"
X Link @wallstengine 2025-10-08T08:18Z 92.4K followers, 11.9K engagements

"Cantor Fitzgerald Raises $IREN PT to $XXX from $XX - OW Analyst comments: "We are raising our price target to $XXX as we adjust our AI Cloud Services revenue estimates for IREN. Over the past several months IREN has heavily leaned into its AI Cloud Services segment a business we believe will ultimately closely resemble that of CoreWeave (CRWV Overweight). While shares have performed well amid expectations that IREN will focus entirely on its GPU cloud we continue to believe there is more room to run. To illustrate this we outline a scenario in which IREN uses all of its energized capacity for"
X Link @wallstengine 2025-10-14T10:52Z 92.8K followers, 99K engagements

"FED POWELL: NOT GOING TO COMMENT ON GOLD OR BITCOIN PRICES WE THINK INFLATION IS DRIVEN BY FUNDAMENTAL SUPPLY & DEMAND FACTORS"
X Link @wallstengine 2025-10-14T16:47Z 92.8K followers, 14.6K engagements

"TRUMP: CONSIDERING TERMINATING BUSINESS WITH CHINA ON COOKING OIL AND OTHER TRADE ELEMENTS"
X Link @wallstengine 2025-10-14T19:38Z 92.8K followers, 76.7K engagements

"Rocket Lab $RKLB signs a direct deal with JAXA for two dedicated Electron launches from New Zealand. First flight in Dec 2025 will deploy JAXAs RAISE-4 tech demo. Second in 2026 is a rideshare with eight small sats including an origami antenna that unfolds to 25x its packed size"
X Link @wallstengine 2025-10-10T13:03Z 92.1K followers, 19.9K engagements

"Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good"
X Link @wallstengine 2025-10-03T17:25Z 92.8K followers, 483K engagements

"Confluent $CFLT is exploring a sale after attracting interest from private equity and tech firms per reuters"
X Link @wallstengine 2025-10-08T09:04Z 92.7K followers, 9194 engagements

"2025 AI Capex deals explained in one clip 🔄 $NVDA $AMD OpenAI 🔄"
X Link @wallstengine 2025-10-06T17:09Z 92.8K followers, 65K engagements

"$CMCSA Comcast Q2'25 Earnings Highlights 🔹 Revenue: $30.31B (Est. $29.8B) 🟢; UP +2.1% YoY 🔹 Adj. EPS: $XXXX (Est. $1.16) 🟢; UP +3.3% YoY 🔹 Advertising Revenue: $935M (Est. $925.6M) 🟢 🔹 Domestic Broadband Customers: -226K (Est. -225K) 😐 Connectivity & Platforms: 🔹 Revenue: $20.39B; flat YoY 🔹 Adj. EBITDA: $8.53B; flat YoY 🔹 Domestic Wireless Lines: +378K (Record high); 8.5M total 🔹 Adj. EBITDA Margin: XXXX% Business Services Connectivity: 🔹 Revenue: $2.58B; UP +6.3% YoY 🔹 Adj. EBITDA: $1.44B; UP +4.6% YoY 🔹 Margin: XXXX% ( 90bps YoY) Content & Experiences: 🔹 Revenue: $10.63B;"
X Link @wallstengine 2025-07-31T11:08Z 91.3K followers, 6535 engagements

"QUANTUMSCAPE $QS CORNING $GLW IN DEAL FOR CERAMIC SEPARATOR DEVELOPMENT"
X Link @wallstengine 2025-09-30T10:52Z 92.5K followers, 12.8K engagements

"Walmart $WMT US CEO John Furner said we see a resilient customer that makes really smart choices for whats right for them and their families at the time theyre shopping. Shoppers are being selective but consistent in their spending and that Walmart will offer more discounts this fall to keep value strong amid tariff-related price pressures. Furner added This is a very strong economy were operating in.""
X Link @wallstengine 2025-10-15T16:05Z 92.8K followers, 9969 engagements

"$NVDA CEO: MY FAVORITE RECENT INVESTMENT WAS $CRWV COREWEAVE; ONLY REGRET IS I DIDNT INVEST ENOUGH"
X Link @wallstengine 2025-10-08T12:19Z 92.8K followers, 95.1K engagements

"$GS Goldman Sachs Q3'25 Earnings Highlights 🔹 Revenue: $15.18B (Est. $14.13B) 🟢; UP +20% YoY 🔹 EPS: $XXXXX (Est. $11.02-$11.11) 🟢; UP +46% YoY 🔹 NII: $3.85B (Est. $2.87B) 🟢; UP +64% YoY Q3 Operating Metrics: 🔹 Operating Expenses: $9.45B; UP +14% YoY 🔹 Compensation & Benefits: $4.68B; UP +14% YoY FLAT QoQ 🔹 Provision for Credit Losses: $339M (Est. $369M) 🟢; DOWN -XX% YoY 🔹 Book Value per Share: $353.79; UP +6% YoY UP +1.2% QoQ 🔹 Efficiency Ratio: 62.3%; DOWN -XXX ppts YoY 🔹 YTD Efficiency Ratio: XXXX% 🔹 YTD Effective Tax Rate: XXXX% 🔹 Average Daily VaR: $91M; DOWN from $98M QoQ"
X Link @wallstengine 2025-10-14T11:33Z 92.8K followers, 16.6K engagements

"$ASTS has signed a commercial deal with Verizon $VZ to launch space-based cellular service in 2026. The service will connect standard smartphones directly to satellites using Verizons XXX MHz spectrum with successful voice video and messaging tests already completed"
X Link @wallstengine 2025-10-08T11:33Z 92.5K followers, 29.6K engagements

"FERRARI $RACE SEES 2030 ADJ. EBITDA AT LEAST EU3.6B"
X Link @wallstengine 2025-10-09T09:48Z 91.9K followers, 7209 engagements

"Reuters reports that Chinese rare earth magnet exporters have faced tighter scrutiny on export license approvals since September weeks before Beijing expanded rare earth export controls. Sources said applications are increasingly being returned for additional information with approvals taking longer though still within the Commerce Ministrys 45-business-day window. The scrutiny level is similar to April during the height of the U.S.-China trade tensions when license delays caused magnet shortages for automakers. Chinas rare earth exports fell XX% in September and foreign clients are now"
X Link @wallstengine 2025-10-14T08:12Z 92.8K followers, 72.6K engagements

"Palantir $PLTR shares are under pressure today after Reuters reported an internal Army memo warning that the battlefield comms platform developed with Anduril has fundamental security flaws. The memo written in early September by the Armys CTO flagged the NGC2 prototype as very high risk citing vulnerabilities that could allow adversaries persistent undetectable access. Among the issues: users can access all apps and data regardless of clearance no logging to track actions and third-party apps with hundreds of unassessed code vulnerabilities. The Army CIO said the report is part of the normal"
X Link @wallstengine 2025-10-03T14:15Z 92.1K followers, 333.6K engagements

"$AAPL AI division just took another hit. Bloomberg reports that Ke Yang who was recently promoted to lead Apples new Answers Knowledge and Information (AKI) team the group building a ChatGPT-like web search system for Siri is leaving to join $META Yangs exit comes only weeks after taking over from Robby Walker and follows a string of senior AI departures including Ruoming Pang Frank Chu and Chong Wang who have all joined Metas expanding Superintelligence Labs. The AKI team which is key to Apples planned March Siri overhaul will now report to Benoit Dupin under John Giannandreas AI group."
X Link @wallstengine 2025-10-15T23:08Z 92.8K followers, 8764 engagements

"$HIMS LAUNCHES ORAL TESTOSTERONE & EXPANDS MENS HEALTH CARE Hims & Hers is rolling out a new mens health category including exclusive access to KYZATREX an FDA-approved oral testosterone from Marius Pharmaceuticals set for 2026 launch. The platform will also offer compounded enclomiphene dual-action enclomiphene+tadalafil and injectable testosterone aiming to make low-T treatment affordable and accessible"
X Link @wallstengine 2025-09-10T13:03Z 92.1K followers, 30K engagements

"Fifth Third $FITB is buying Comerica $CMA in an all-stock $10.9B deal valuing CMA at $82.88/shr a XX% premium to its 10-day VWAP. The merger will create the 9th-largest US bank with $288B in assets set to close end of Q1 2026"
X Link @wallstengine 2025-10-06T10:39Z 92.1K followers, 22.9K engagements

"S&P XXX $SPY FALLS XXX% AFTER TRUMP TRUTH SOCIAL POST ON CHINA"
X Link @wallstengine 2025-10-10T15:59Z 92.6K followers, 20.9K engagements

"$USAR CEO on CNBC: We are in close communication with the U.S. administration. This is not a X sum game many players will help build out the marketplace. Were excited about the $MP & $LAC deal and were keeping the admin updated on our own plans as that partnership continues"
X Link @wallstengine 2025-10-02T21:13Z 91.9K followers, 19.1K engagements

"TRUMP: HAVEN'T CANCELED MEETING W/ XI"
X Link @wallstengine 2025-10-10T22:10Z 92.1K followers, 20.5K engagements

"$AAPL is being sued by neuroscientists Susana Martinez-Conde & Macknik in a proposed class action alleging that Apple used pirated books to train its Apple Intelligence AI model. The complaint claims the datasets included their works Champions of Illusion & Sleights of Mind"
X Link @wallstengine 2025-10-10T18:22Z 92.1K followers, 12.6K engagements

"$JPM CEO DIMON: FOR $2B EXPENSE WE HAVE ABOUT $2B COST SAVINGS FROM AI & IT'S THE TIP OF THE ICEBERG JPM IS GETTING BETTER WITH AI THERE IS A LOT OF MERGER TALK FIREPOWER IN THE MARKET CONSUMERS OK BUT RECESSION 'COULD HAPPEN' IN 2026 SHUTDOWN IS NOT A WAY TO RUN A RAILROAD"
X Link @wallstengine 2025-10-07T16:01Z 92.4K followers, 17.3K engagements

"Global smartphone shipments rose X% YoY in Q3 2025 according to Omdia as vendors stocked up ahead of the holiday season. Apple $AAPL posted its strongest third quarter ever capturing XX% market share. Samsung held the top spot with XX% followed by Xiaomi (14%) TRANSSION (9%) and vivo (9%). Omdia said the rebound was supported by strong replacement demand and inventory buildup before Q4. The iPhone XX lineup exceeded expectations while TRANSSION saw double-digit growth marking its highest Q3 shipments to date"
X Link @wallstengine 2025-10-14T08:33Z 92.8K followers, 15.5K engagements

"$APLD Applied Digital Q1'26 Earnings Highlights 🔹 Revenue: $64.2M (Est. $46.1M) 🟢; UP +84% YoY 🔹 Adjusted Loss/Share: ($0.03) (Est. loss/shr $0.13) 🟢 🔹 Adjusted EBITDA: $0.54M (Est. $1.96M) 🔴 🔹 Net Loss: $27.8M; DOWN -XXX% YoY 🔹 Net Loss/Share: ($0.11); DOWN -XXX% YoY 🔹 Adjusted Net Loss: $7.6M Segment Performance 🔹 Data Center Hosting: Revenue $37.9M; UP +9% YoY 🔹 HPC Hosting: Revenue $26.3M from tenant fit-out services 🔹 Cloud Services: Strategic review ongoing Operational Highlights 🔹 Finalized XXX MW lease with CoreWeave fully leasing the XXX MW Polaris Forge X campus 🔹"
X Link @wallstengine 2025-10-09T20:09Z 92.7K followers, 20.5K engagements

"OpenAI confirmed an 18-month partnership with Broadcom $AVGO to co-design and deploy XX gigawatts of custom AI accelerators marking one of its largest hardware collaborations yet. The systems will combine OpenAI-designed chips with Broadcoms Ethernet networking memory and compute stack aiming to cut inference costs and boost efficiency. OpenAIs Sam Altman called it a gigantic amount of computing infrastructure to power future frontier models. Broadcom joins Nvidia AMD and Oracle as key suppliers in OpenAIs rapidly expanding 33-GW compute buildout announced over the past three weeks"
X Link @wallstengine 2025-10-13T13:17Z 92.8K followers, 26K engagements

"$COTY launched a strategic review of its $1.6B consumer beauty unit including CoverGirl Rimmel Sally Hansen Max Factor and its $400M Brazil business. At the same time Coty is integrating Prestige and Mass Fragrance operations which now represent XX% of sales"
X Link @wallstengine 2025-09-30T10:33Z 92.5K followers, 6932 engagements

"Circle $CRCL is ripping today pushing toward a move above its 50DMA. The 2x long ETF $CRCG is up an insane 30%"
X Link @wallstengine 2025-10-02T18:23Z 92K followers, 11.2K engagements

"Elon Musks xAI is developing world models advanced AI systems designed to understand and create physical environments a step beyond text-based large language models like ChatGPT and Grok per Financial Times. To build them xAI has hired former Nvidia specialists including Zeeshan Patel and Ethan He both with expertise in world modeling. The company plans to first apply the technology to gaming using it to automatically generate interactive 3D environments before expanding to robotics applications. Musk said xAI will release a great AI-generated game by the end of next year. Nvidia previously"
X Link @wallstengine 2025-10-13T09:25Z 92.8K followers, 21.5K engagements

"President Trump said hes directing the Defense Department to use available funds to ensure U.S. troops receive their Oct. XX paychecks despite the ongoing government shutdown. Over a quarter million federal workers have already missed pay with another X million expected to go without by next week. Its unclear if the administration has secured enough funds to cover all military payrolls. Source: Bloomberg"
X Link @wallstengine 2025-10-11T18:20Z 92.8K followers, 20.4K engagements

"ASTRAZENECA $AZN STRIKES DEAL WITH WHITE HOUSE ON DRUG PRICES: MSNBC"
X Link @wallstengine 2025-10-10T16:38Z 92.8K followers, 18.9K engagements

"Walmart $WMT announced a partnership with OpenAI to let customers shop directly through ChatGPT using a new Instant Checkout feature. Users will be able to buy from Walmart and Sams Club just by chatting with the AI"
X Link @wallstengine 2025-10-14T13:18Z 92.8K followers, 21.7K engagements

"Jefferies Downgrades $AAPL to Underperform from Hold Lowers PT to $XXXXXX from $XXXXXX Analyst comments: "Better demand for iPhone XX partly due to a price cut on the base model is already reflected in the stock. That has led to excessive expectations on iPhone XX Fold and the replacement cycle. We raised our FY2025/2026/2027 iPhone unit growth estimates to 7%/1%/-1% from 5%/-3%/0%. Our muted outlook for FY2026/2027 is driven by: 1) a $XXX price hike for iPhone XX Pro/Pro Max and 2) a cautious outlook for iPhone XX Fold (12.5 million units). We estimate the current stock price factors in more"
X Link @wallstengine 2025-10-03T11:57Z 91.6K followers, 15.6K engagements

"HOUSE DEMOCRATS OPPOSE DOJ SETTLEMENT OF $HPE -JUNIPER $JNPR MERGER"
X Link @wallstengine 2025-09-09T13:05Z 92.5K followers, 7354 engagements

"Jeff Bezos filed a Schedule 13G disclosing ownership of 964.3M Amazon $AMZN shares representing X% of the company"
X Link @wallstengine 2025-10-14T20:14Z 92.8K followers, 144.9K engagements

"Citi raised its price target on First Solar $FSLR to a Street-high $XXX from $XXX maintaining a Buy rating. Analyst Vikram Bagri expects 3Q EPS to beat guidance on stronger pricing and mix noting robust U.S. bookings data centerdriven demand and Section XXX tariff clarity could lift shares. Citi also cited strong cash flow and low beta though noted uncertainty from a potential XX% India tariff"
X Link @wallstengine 2025-10-14T11:49Z 92.8K followers, 10.2K engagements

"Jefferies says Ferraris $RACE steep derating vs. luxury peers now XX% over the past six months; is starting to feel extreme. The firm highlighted that Ferraris updated long-term plan is not bearish but conservative calling it realism over optimism. Jefferies said Ferraris FY25 guidance was slightly raised with revenue now expected at 7.1B and EBIT margin XX% but the 2030 outlook disappointed: revenue guidance of 9B (vs. Streets 10.2B) EBIT margin XX% (vs. XXXX% expected) and EPS XXXXX (vs. XXXXX consensus). Analysts said Ferraris revised product mix XX% gas XX% electric reflects pragmatism"
X Link @wallstengine 2025-10-09T17:46Z 92.8K followers, 26.6K engagements

"Apollo Global $APO has reportedly offered $XX per share to acquire Papa Johns $PZZA according to a source cited by Reuters. Talks are said to be in advanced stages with Apollo granted due diligence access. A deal could be finalized within weeks if discussions progress. Its unclear if Irth Capital previously linked to the bid remains involved"
X Link @wallstengine 2025-10-13T18:27Z 92.8K followers, 28.5K engagements

"APPLOVIN $APP HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES"
X Link @wallstengine 2025-10-06T19:42Z 92.8K followers, 64.6K engagements

"S&P XXX $SPY is trading near all-time highs. Gold futures tapped $4000. Bitcoin is back at record levels. The markets on fire and interest in learning about stocks on Whop is right there with it. Sales jumped XX% just today"
X Link @wallstengine 2025-10-07T21:34Z 91.4K followers, 27.2K engagements

"Bank of Americas Michael Hartnett said GOLD could climb to $6000 by next spring if the current rally follows past bull market patterns. "There are still very few long-term investors betting on gold. Based on BofA data gold represents only XXX% of personal assets and XXX% of institutional portfolios among clients as of now. Hartnett pointed to potential catalysts for a devalue trade including an early Fed chair nomination stimulus measures and asset-bubble-style policies like Argentinas recent bailout. He drew parallels to the 1934 and 1973 gold revaluations both of which followed major"
X Link @wallstengine 2025-10-13T11:05Z 92.8K followers, 20.8K engagements

"BTIG Upgrades $FVRR to Buy from Neutral Sets PT at$31 "In our 2Q25 earnings note we highlighted FVRR's appealing valuation but needed incremental reasons to own it. Recently those reasons have emerged. X. On Monday FVRR announced a significant restructuring reducing headcount by XX% generating $XX million in cost savings. Importantly FVRR reiterated guidance and emphasized this is not a response to business weakness. If all savings flowed to the bottom line FY26E EBITDA would rise XX% but management indicated XX% will be reinvested for growth. Even so shares are now cheaper on an EV/EBITDA"
X Link @wallstengine 2025-09-19T11:58Z 91.3K followers, 7726 engagements

"FED POWELL: FED MAY END BALANCE-SHEET RUNOFF IN COMING MONTHS LABOR-MARKET PERCEPTIONS REMAIN ON DOWNWARD TRAJECTORY OUTLOOK HASNT CHANGED MUCH SINCE SEPTEMBER FED MEETING"
X Link @wallstengine 2025-10-14T16:20Z 92.8K followers, 18K engagements

"STELLANTIS $STLA SAID TO PLAN $XX BILLION IN US TURNAROUND INVESTMENTS. Bloomberg reports the Jeep and Ram maker is preparing to announce about $5B in new spending on top of $5B already earmarked this year with money funneled into Illinois and Michigan plants new models and rehiring at its idled Belvidere facility"
X Link @wallstengine 2025-10-04T20:21Z 92.8K followers, 12.5K engagements

"EX-FDA REGULATOR PETER MARKS JOINS $LLY ELI LILLY - STAT NEWS"
X Link @wallstengine 2025-10-07T19:00Z 92.1K followers, 10.8K engagements

"Netflix $NFLX is expected to join the bidding for UEFA Champions League rights eyeing a global package to stream one match per round. UEFA expects the new broadcast cycle to generate at least 5B annually"
X Link @wallstengine 2025-10-08T15:32Z 92.6K followers, 12K engagements

"RAY-BAN MAKER SEES $META SMART GLASSES AS THE NEXT SMARTPHONE EssilorLuxottica CEO Francesco Milleri says glasses are poised to become the central device in peoples lives possibly replacing smartphones. The company plans to scale Ray-Ban Meta production to XX million units a year by end-2026 calling it the next big tech category. Milleri told Bloomberg that 100s of millions of smart glasses could soon be interconnected globally. FWIW The Meta partnership already brings in XXX million in 2025 revenue and Barclays sees it topping X billion by 2030"
X Link @wallstengine 2025-10-09T09:34Z 92.8K followers, 50.8K engagements

"Cisco $CSCO filed a Form XX showing no change in its disclosed holdings which continue to include a stake in CoreWeave $CRWV"
X Link @wallstengine 2025-10-10T20:10Z 92.8K followers, 14.7K engagements

"Tesla $TSLA says its third-generation humanoid robot will be unveiled by the end of 2025 with mass production slated for 2026. Elon Musk has set a long-term goal of scaling output to X million units annually by 2030"
X Link @wallstengine 2025-09-30T08:39Z 92.6K followers, 17.8K engagements

"US Tsy. Sec. Bessent urged the World Bank to end support for China said securing critical mineral supply chains is a U.S. priority and pushed the Bank to finance reliable energy sources. He also called for ending the XX% climate co-benefits financing target"
X Link @wallstengine 2025-10-15T17:16Z 92.8K followers, 20.4K engagements

"SAUDI GOVERNMENT SAID IN TALKS WITH BANKS FOR $XX BILLION LOAN"
X Link @wallstengine 2025-10-08T13:17Z 92.6K followers, 10.2K engagements

"$DLTR Dollar Tree Q2'25 Earnings Highlights: 🔹 Revenue: $4.60B (Est. $4.47B) 🟢; UP +12.3% YoY 🔹 Adj EPS: $XXXX (Est. $0.40) 🟢; includes $XXXX timing benefit from tariffs Guidance (FY26): 🔹 Revenue: $19.3B$19.5B (Est. $19.15B) 🟢 🔹 Adj EPS: $5.32$5.72 (Est. $5.47) 🟡 🔹 Same-Store Sales Growth: 4%6% Other Q2 Metrics: 🔹 Same-Store Sales: +6.5% (Traffic +3.0% Ticket +3.4%) 🔹 Operating Income: $231M (Adj: $236M); Margin XXX% (Adj: 5.2%) 🔹 Net Income: $156M; Diluted EPS: $XXXX 🔹 Gross Margin: XXXX% (UP +20 bps YoY) Other Highlights: 🔹 Completed sale of Family Dollar (July 2025); now a"
X Link @wallstengine 2025-09-03T10:49Z 92.8K followers, 7725 engagements

"$GRAB is taking its in-house mapping tech beyond Southeast Asia for the first time teaming up with Mongolias Tino superapp to support taxi and delivery services. They see GrabMaps as a future revenue driver and is in talks with firms globally including in the Middle East"
X Link @wallstengine 2025-10-02T07:44Z 91.9K followers, 8266 engagements

"CHINA PROBES QUALCOMM $QCOM FOR SUSPECTED MONOPOLY: CCTV"
X Link @wallstengine 2025-10-10T09:03Z 92.8K followers, 45.8K engagements

"BTIG raised its price target on $ETSY to $XX calling its partnership with OpenAIs new Instant Checkout a landmark move that puts the platform at the front of agentic commerce. The firm estimates the integration could drive $100M in GMV about X% of Etsys total but argues investors are pricing in more than just near-term numbers. With ChatGPTs massive query scale future agentic innovation and Etsys valuation starting point BTIG sees scope for GMV growth next year instead of a decline"
X Link @wallstengine 2025-09-30T11:03Z 92K followers, 6623 engagements

"Amazon $AMZN is partnering with Taiwans Alchip to mass-produce Trainium X on $TSMs X nm in Q1 2026 with Trainium X on X nm to follow. Astera Labs $ALAB will supply I/O chips and Synopsys $SNPS 224G SerDes IP. Source: CTEE"
X Link @wallstengine 2025-08-14T08:07Z 92.8K followers, 18.6K engagements

"BofA Raises $FSLR PT to $XXX from $XXX - Buy Analyst comments: "In our view First Solars U.S. finishing buildout marks the transition from policy-driven upside to execution-led growth. FEOC AD/CVD and Section XXX continue to restrict China-linked imports while the pending poly XXX investigation could create a unified enforcement regime and extend U.S. pricing power. We raise our PO to $XXX (was $209) as we incorporate 3.5GW of incremental U.S. finishing capacity by 4Q26 (27/28 EBITDA up 10%) and update our valuation approach by applying a 4x (vs 0x prior) EV/EBITDA premium to Chinese peers"
X Link @wallstengine 2025-10-15T10:09Z 92.8K followers, 10K engagements

"Cloudflare $NET partnered with Visa Mastercard and Amex to develop authentication for AI shopping agents using its Web Bot Auth protocol. The system secures agent-based transactions and prevents bot fraud. Other partners include Microsoft Shopify Circle and Coinbase"
X Link @wallstengine 2025-10-14T11:09Z 92.8K followers, 16.5K engagements

"$GLXY Galaxy Digital announced a $460M strategic investment from one of the worlds leading asset managers. The deal includes 9.03M shares from Galaxy and 3.75M shares from executives (incl. CEO) at $36/share. Proceeds will fund corporate initiatives and the Helios data center buildout (133MW Phase X by 2026) expanding Galaxys AI + digital infra footprint"
X Link @wallstengine 2025-10-10T20:06Z 92.6K followers, 23.6K engagements

"China said its rare earth export controls are lawful and not an export ban defending the measures as compliant with global trade rules. The Commerce Ministry said it informed the U.S. in advance through export control talks and that working-level discussions were held Monday. Beijing urged Washington to stop threats while seeking talks and said cooperation benefits both sides. China also reiterated it would fight the trade war to the end if necessary but confirmed communication between both sides continu"
X Link @wallstengine 2025-10-14T01:59Z 92.8K followers, 26.9K engagements

"Microsoft $MSFT forecasts ongoing data center constraints through 2026 OpenAI remains Microsofts largest CPU customer on Azure. The company reportedly had to turn away some Azure customers due to limited capacity. - BBG"
X Link @wallstengine 2025-10-09T19:17Z 92.8K followers, 251.7K engagements

"$AMD is up X% today the top performer in the S&P XXX after HSBC raised its price target to $310"
X Link @wallstengine 2025-10-15T18:41Z 92.8K followers, 11.9K engagements

"Safe partnered with Circle $CRCL to make USDC the default stablecoin across its ecosystem. Safe secures $60B in assets and holds $2.5B in USDC"
X Link @wallstengine 2025-10-14T13:02Z 92.8K followers, 9519 engagements

"RBC Capital Upgrades $SFM to Outperform from Sector Perform Lowers PT to $XXX from $XXX Analyst comments: "Since hitting a peak in June SFM shares are down about XX% underperforming grocery peers by roughly XX% and the market by about XX% over that period. With shares now trading at around 9x our 2027 adjusted EBITDA estimate (15x P/E) we believe a comp deceleration on tough comparisons is already priced in and concerns over recent promotional activity are overblown creating a favorable risk/reward setup. Looking beyond the next few quarters we believe low double-digit revenue growth (comps"
X Link @wallstengine 2025-10-13T09:41Z 92.5K followers, 8138 engagements

"Today's Key Events (All EST) 09/08/2025 11:00: NY Fed Inflation Expectations 15:00: US Consumer Credit Before Open 👇 07:00: Planet Labs $PL After Hours 👇 16:05: Mission Produce $AVO 16:30: Caseys General Stores $CASY"
X Link @wallstengine 2025-09-08T06:42Z 92.1K followers, 7761 engagements

"$ASML CFO Roger Dassen said the company is well prepared for Chinas new rare-earth export rules and has already secured the materials it needs for the coming months. We have long lead times and therefore also in our supply chain we make sure that we have the materials in that we need for the next couple of months Dassen told reporters after ASMLs Q3 results"
X Link @wallstengine 2025-10-15T10:22Z 92.8K followers, 27.6K engagements

"BTIG downgrades $CART to Neutral citing intensifying competition from Amazon DoorDash $DASH & Uber The firm noted that more than XX% of Instacart's grocery order volume partners have recently signed deals with rivals raising doubts about the sustainability of growth & margins"
X Link @wallstengine 2025-09-30T11:16Z 92K followers, 7100 engagements

"JPMorgan Downgrades $FDX to Neutral from Overweight Lowers PT to $XXX from $XXX Analyst comments: "We are downgrading FedEx (FDX) to Neutral following recent channel checks across the less-than-truckload (LTL) industry which suggest a lower valuation multiple is warranted for the Freight segment in our sum-of-the-parts (SoTP) analysis. We are increasingly concerned that the full-year EPS guidance is at risk as it already assumes a rebound in Freight fundamentals. The high cost of separating the Freight segment and its recent operational underperformance are likely to pressure the LTL multiple"
X Link @wallstengine 2025-10-08T08:46Z 92.1K followers, 7702 engagements

"Senator wants CEOs of AT&T $T Verizon $VZ and T-Mobile $TMUS to disclose whether they objected to subpoenas of senators' phone data during probe of January X capitol riot - Letter"
X Link @wallstengine 2025-10-10T17:32Z 92.1K followers, 10.8K engagements

"B.Riley Upgrades $FORM to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We have gained further conviction in FormFactors efforts to restore gross margins toward the XX% target as new operations and finance leadership collaborate to reinvigorate cost-reduction initiatives and modernize workflowsaddressing what has historically been a financial execution weakness even prior to the Texas 50000 sq. ft. facility ramp. On the revenue side we believe DRAM HBM strengths remain robust and defensible while new long-term opportunities are emerging in Foundry Logic including potential"
X Link @wallstengine 2025-10-10T08:16Z 92.2K followers, 8466 engagements

"HSBC Upgrades $NVDA to Buy from Hold Raises PT to $XXX from $200; STREET HIGH Analyst comments: "We upgrade NVIDIA to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations leading to an upward revision in our FY27e datacenter revenue to USD351bn which remains XX% above consensus forecast of USD258bn. We also see potential easing of China GPU uncertainties following the potential US-China trade deal that could enable NVIDIA to see a demand recovery in the Chinese market. Hence our revised FY27e (YE Jan) EPS of USD8.75 is now once again"
X Link @wallstengine 2025-10-15T10:58Z 92.8K followers, 47.4K engagements

"Bullish $BLSH September metrics: Trading volume $39.6B (vs. $48.8B in Aug) Avg spreads narrowed to XXXX bps (from 2.25) $BTC vol XX% (28% prior) $ETH vol XX% (60% prior)"
X Link @wallstengine 2025-10-07T21:47Z 92.1K followers, 11.3K engagements

"$CROX shares are trading higher today following the launch of Crocs' HeyDudes new campaign starring Sydney Sweeney"
X Link @wallstengine 2025-09-26T16:35Z 92.8K followers, 75.2K engagements

"$RR SIGNS DEAL TO ACCELERATE NEXT-GEN AI SERVICE ROBOTS Richtech Robotics has signed a strategic cooperation agreement with Beijing City of Design Development to fast-track development of AI-powered service robots. The partnership will focus on large AI models autonomous robotic decision-making and integrated software-hardware platforms for hospitality healthcare and retail. Richtech has already deployed over XXX robots in the US with clients like Hilton Golden Corral Sodexo and the Texas Rangers"
X Link @wallstengine 2025-06-27T12:12Z 92.8K followers, 14.7K engagements

"Reportedly Disney $DIS has considered naming Dana Walden and Josh DAmaro as co-CEOs to replace Bob Iger according to CNBC. Both are frontrunners for the CEO role with an announcement expected in early 2026. Walden oversees Disney Entertainment while DAmaro leads Disney Experiences. A co-CEO setup is being weighed as an option though insiders warn it could risk repeating past leadership struggles under Igers tenure"
X Link @wallstengine 2025-10-14T10:13Z 92.8K followers, 16.9K engagements

"Barclays Downgrades $VSAT to Underweight from Equalweight Raises PT to $XX from $XX Analyst comments: "We introduce a new breakup valorisation which considers the potential sale of the DAT business. Management has been saying for some time that it was conducting a portfolio review and activist shareholder Caronnade has called for a breakup of the company. We view an upside valuation of potentially $XX (materially below the valuation of Caronnade) but there is no certainty of such a deal materialising. Our new PT is a probability weighted of the stand-alone valuation ($15 as we now include the"
X Link @wallstengine 2025-10-01T10:01Z 92.7K followers, 6808 engagements

"$DOCN DigitalOcean Q4'24 Earnings Highlights: 🔹 Adj EPS: $XXXX (Est. $0.38) 🟢 🔹 Revenue: $205M (Est. $200.16M) 🟢; UP +13% YoY 🔹 Adj EBITDA: $86M (Est. $73.72M) 🟢; UP +17% YoY Q1'25 Guidance: 🔹 Adj EPS: $0.41-$0.46 (Est. $0.42) 🟢 🔹 Revenue: $207M-$209M (Est. $207.7M) 🟡 FY25 Guidance: 🔹 Revenue: $870M-$890M (Est. $877.7M) 🟡 🔹 Adj EPS: $1.85-$1.95 (Est. $1.84) 🟢 Q4'24 Segment Highlights: 🔹 Revenue from Scalers+ (Top 500+ Customers): XX% of total revenue; UP +37% YoY Q4'24 Geographical Breakdown: 🔹 Total Revenue: $205M; UP +13% YoY (global no regional split provided) Other Q4'24"
X Link @wallstengine 2025-02-25T12:14Z 92.8K followers, 6076 engagements

"TRUMP OFFICIALS HAVE DISCUSSED TAKING EQUITY STAKE IN GREENLAND RARE EARTHS MINE DEVELOPER CRITICAL METALS CORP $CRML - FOUR SOURCES"
X Link @wallstengine 2025-10-03T22:50Z 92.7K followers, 60.7K engagements

"CoreWeave insiders and early investors have cashed out more than $X billion since the IPO in March. Insiders hassold about $X billion after the lockup lifted in August while lead investor Magnetar trimmed $XXX billion but still holds over 20%. Seven of the ten biggest insider sellers last quarter came from AI companies. Interesting"
X Link @wallstengine 2025-10-10T14:22Z 92.4K followers, 24.5K 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"
X Link @wallstengine 2025-07-22T06:42Z 92.1K followers, 14K engagements

"$GM is bringing back the Chevrolet Bolt for the 2027 model year after ending production in 2023. The new Bolt will start at $29990 ship in early 2025 and deliver an estimated 255-mile range per charge. Itll also be the first Chevy EV with a native NACS charging port and offer features like Super Cruise and new interior tech. GM expects the Bolt and Equinox EV to drive most of Chevys EV sales in 2026"
X Link @wallstengine 2025-10-10T14:35Z 92.5K followers, 9640 engagements

"$IONQ OFFERING: IonQ is selling 16.5M shares plus 43.01M 7-yr Series B warrants (strike $155) and 5.01M pre-funded warrants at a combined $XX price for $2.0B gross ($1.98B net) to fund working capital and potential acquisitions; last close was $XXXXX on 10/9 shares outstanding move to 347.4M post-deal (before warrant exercise) settle Oct XX with J.P. Morgan as sole underwriter"
X Link @wallstengine 2025-10-10T12:40Z 92.8K followers, 58.6K engagements

"Banks kick off earnings tomorrow. Make sure youve got notifications on and follow me @wallstengine for earnings highlights on all key reports as they come out. 06:00 $BLK 06:05 $DPZ 06:20 $JNJ 06:35 $JPM 07:00 $WFC 07:30 $GS 08:00 $C"
X Link @wallstengine 2025-10-13T20:58Z 92.7K followers, 20.4K engagements

"$MSFT TO RENT NSCALE DATA CENTER CAPACITY IN PORTUGAL Microsoft will rent capacity from Nscale at the Start Campus data center in Sines Portugal as it expands AI infrastructure across Europe. The site will deploy 12600 Nvidia Blackwell Ultra GB300 GPUs and is set to go live in early 2026 according to Bloomberg. The move follows Microsofts earlier Nscale deals in Norway and the UK part of its strategy to secure neocloud partnerships amid rising AI compute demand. Nscale recently raised $1.1B adding another $433M days later after announcing partnerships with Nvidia and OpenAI. The Sines campus"
X Link @wallstengine 2025-10-14T15:25Z 92.8K followers, 17.3K engagements

"$JPM JPMorgan Chase Q3'25 Earnings Highlights 🔹 Revenue: $47.1B (Est. $45.27B) 🟢; UP +9% YoY 🔹 EPS: $XXXX (Est. $4.74) 🟢; UP +16% YoY 🔹 NII: $24.1B; UP +2% YoY Outlook: 🔹 FY25 NII (ex-Markets): raised to $92.2B (prior $92.0B) 🟢 🔹 FY25 Adjusted Expense Outlook: $95.9B (prior $95.5B) 🟢 🔹 FY25 Card Services Net Charge-Off Rate: XXX% (prior 3.6%) 🔹 FY26 Initial NII (ex-Markets): $95B 🔹 Q4 NII: $25B Q3 Operating Metrics: 🔹 Net Income: $14.4B; UP +12% YoY 🔹 ROE: XX% (Est. 15.7%) 🟢 🔹 Noninterest Revenue: $23.0B; UP +16% YoY 🔹 Provision for Credit Losses: $3.4B (Est. $3.08B) 🔴; UP"
X Link @wallstengine 2025-10-14T10:44Z 92.8K followers, 66.7K engagements

"Canaccord Genuity Initiates Coverage on $OKLO with Buy Rating PT $XXX Analyst comments: "Our price target is based on our DCF with our model stretching to 2050. Importantly we assume Oklos reactor buildouts will be financed substantially with debt and further supported by investment tax credits. This financing mix could help bolster long-term returns on capital with potentially minimal requirements for additional equity. As such our assumed WACC is slightly above X% and long-term growth is 6%. Considering the stocks exceptional performance and our concerns about a potential AI market bubble"
X Link @wallstengine 2025-10-09T09:13Z 92.8K followers, 37.5K engagements

"Apollo $APO has agreed to buy a majority stake in Stream Data Centers marking its first direct data center acquisition as it eyes long-term plays in AI infrastructure. Terms werent disclosed but Apollo-managed funds could pour billions into the space. Stream will expand in Chicago Atlanta and Dallas"
X Link @wallstengine 2025-08-06T12:45Z 92.1K followers, 7710 engagements

"$TMQ US TAKES XX% STAKE IN TRILOGY METALS US GETS WARRANTS TO PURCHASE ADDITIONAL XXX% OF TRILOGY METALS"
X Link @wallstengine 2025-10-06T20:50Z 92.6K followers, 19.2K engagements

"$GM will take a $1.6B charge in Q3 to realign its EV production strategy amid weaker demand and policy shifts. The charge includes $1.2B in non-cash impairments and $0.4B in contract cancellations as GM reassesses its EV and battery investments citing slower adoption after U.S. tax credit cuts"
X Link @wallstengine 2025-10-14T10:21Z 92.8K followers, 9781 engagements

"BofA on $HIMS (Underperform PT $28): "Based on observed sales data trends through August we saw potential for Hims & Hers to beat 3Q Street estimates but September sales trends through the first three weeks suggest this is less likely." "Our online revenue estimates for 3Q using data through August pointed to a range of $565$596MM with the midpoint ahead of Street estimates of $571MM. This considered XX% y/y gross observed sales growth in September. Trends through the first three weeks suggest September sales growth is tracking toward low-to-mid 20s implying that 3Q online revenue is tracking"
X Link @wallstengine 2025-10-01T10:29Z 92.1K followers, 19.2K engagements

"$HPE shares slipped as management outlined long-term targets at its analyst meeting. The company guided FY26 non-GAAP EPS of $2.20$2.40 and revenue growth of XXX% with focus on expanding networking and AI infrastructure businesses"
X Link @wallstengine 2025-10-15T20:41Z 92.8K followers, 9652 engagements

"Today's Key Events (All EST) 04/28/2025 10:30: Dallas Fed Mfg. Business Index Before Open 👇 06:05: Dominos Pizza $DPZ B.O: $MGM Resorts 06:55: Roper Technologies $ROP After Hours 👇 16:00: Cadence Design Systems $CDNS 16:05: F5 Networks $FFIV 16:10: NXP Semiconductors $NXPI 16:30: Nucor Corp. $NUE 16:40: Beyond Inc. $BYON 16:45: Transocean $RIG 19:05: Waste Management $WM"
X Link @wallstengine 2025-04-28T07:27Z 92.7K followers, 12.2K engagements

"WSJ: A fire at Novelis Oswego NY plant which supplies about XX% of U.S. auto aluminum will disrupt production for months. Ford $F the biggest buyer may flag risks to its F-150 line in upcoming earnings. Toyota Stellantis and Hyundai also source from the facility"
X Link @wallstengine 2025-10-07T03:32Z 92.8K followers, 26K engagements

"BILLIONAIRE $FOUR CEO ISAACMAN SAID TO TALK WITH TRUMP OVER TOP NASA JOB"
X Link @wallstengine 2025-10-09T17:07Z 92.8K followers, 18.6K 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"
X Link @wallstengine 2025-07-15T16:46Z 92.5K followers, 6248 engagements

"Johnson & Johnson $JNJ ordered to pay $966M after California jury finds company liable for woman's cancer in talc case - court filing"
X Link @wallstengine 2025-10-07T14:35Z 92.7K followers, 11.9K engagements

"China will begin imposing special port fees on U.S. vessels starting Oct. XX. Additionally Chinese-owned or -operated ships calling at U.S. ports will face a $XX per net ton fee while Chinese-built vessels will be charged $XX per net ton or $XXX per container whichever is higher"
X Link @wallstengine 2025-10-10T07:23Z 92.7K followers, 34.5K engagements

"US Q2 GDP RISES ANNUALIZED XXX% Q/Q; EST. +3.3% Q2 PERSONAL CONSUMPTION RISES ANNUALIZED XXX% Q/Q Q2 CORE PCE RISES ANNUALIZED XXX% Q/Q; EST. +2.5% Q2 GDP PRICE INDEX RISES ANNUALIZED XXX% Q/Q; EST. +2.0%"
X Link @wallstengine 2025-09-25T12:31Z 92.8K followers, 14.5K engagements

"Jefferies Upgrades $F to Hold from Underperform Raises PT to $XX from $X Analyst comments: "Ford management already mentioned a multi-billion dollar opportunity for Ford from looser GHG/CO2 regulation. We expect Ford will refrain from providing 2026 guidance until next year but could comment on potential mix benefits starting in Q4 and a shift in EV strategy. We already assumed lower losses from Model e from EV exposure shifting to Europe where unit losses are lower and from normalizing spending on the Universal Platform scheduled for 2027. As the most compliant U.S.-listed OEM (no CAFE fine"
X Link @wallstengine 2025-10-06T08:32Z 92K followers, 8382 engagements

"Guggenheim Initiates Coverage on $LYFT with Buy Rating PT $XX Analyst comments: "Our BUY rating reflects 1) recent Waymo and May Mobility partnerships (i.e. Ticket to Ride) 2) our view that consensus estimates underappreciate FREENOW contribution and 3) Street Booking forecasts below managements medium-term target. New management has reinvigorated growth since their mid-2023 arrival primarily by becoming 'something to someone' these proof-points instill confidence in the trajectory ahead. We expect the Autonomous Vehicle (AV) debate to remain a key sentiment driver with bulls highlighting"
X Link @wallstengine 2025-10-15T09:16Z 92.8K followers, 9316 engagements

"Canopy Growth $CGC is converting its DOJA facility in Kelowna to medical-only cannabis cultivation. The site will now exclusively supply Spectrum Therapeutics patients including veterans under a micro-cultivation license. CGCis also shifting focus to medical cannabis in Canada"
X Link @wallstengine 2025-10-08T11:05Z 92.1K followers, 8220 engagements

"Boeing $BA won $2.7B in multiyear contracts to supply over 3000 Patriot PAC-3 missile seekers through 2030 as a subcontractor to Lockheed Martin. Production in Huntsville AL will ramp up to XXX units a year driven by rising global defense demand"
X Link @wallstengine 2025-10-14T12:13Z 92.8K followers, 11.5K engagements

"Today's Key Events (All ET) 10/13/2025 08:00: OPEC Monthly Report (Tentative) 12:55: Fed's Paulson Before Open 👇 06:50: Fastenal $FAST"
X Link @wallstengine 2025-10-13T08:16Z 92.7K followers, 11.6K engagements

"Trump: I believe that China purposefully not buying our Soybeans and causing difficulty for our Soybean Farmers is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil and other elements of Trade as retribution. As an example we can easily produce Cooking Oil ourselves we dont need to purchase it from China"
X Link @wallstengine 2025-10-14T19:40Z 92.8K followers, 68.4K engagements

"Bloomberg: CoreWeave $CRWV CEO says there are no plans to revisit its bid for Core Scientific $CORZ calling the offer the value for them"
X Link @wallstengine 2025-10-07T16:10Z 92.7K followers, 18.2K engagements

"US IRS TO FURLOUGH XX% OF ITS STAFF - AGENCY STATEMENT"
X Link @wallstengine 2025-10-08T19:00Z 91.2K followers, 8802 engagements

"$JBHT J.B. Hunt Transport Services Q325 Earnings Highlights 🔹 Revenue: $3.05B (Est. $3.02B) 🟢; DOWN -X% YoY 🔹 EPS (Diluted): $XXXX (Est. $1.46) 🟢; UP +18% YoY 🔹 Operating Income: $242.7M; UP +8% YoY 🔹 Net Earnings: $170.8M; UP +12% YoY Segment Intermodal (JBI) 🔹 Revenue: $1.52B; DOWN -X% YoY OI: $125.0M; UP +12% YoY 🔹 Volume: DOWN -X% YoY (Transcon -X% East +6%) Dedicated Contract Services (DCS) 🔹 Revenue: $864M; UP +2% YoY OI: $104.3M; UP +9% YoY 🔹 Productivity (rev/truck/wk): UP +3% YoY Integrated Capacity Solutions (ICS) 🔹 Revenue: $276M; DOWN -X% YoY Op. Loss: $(0.8)M (vs."
X Link @wallstengine 2025-10-15T20:27Z 92.8K followers, 8933 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"
X Link @wallstengine 2025-07-21T06:08Z 91.9K followers, 8885 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."
X Link @wallstengine 2024-12-02T07:30Z 92.4K followers, 20.6K engagements

"$JPM's ER performance over the past 5Yrs: Beat EPS in XX of last XX quarters Avg move on ER day: -XXXX% 1day pre-er: +0.15% 1day post-er: +0.35% Despite frequent beats reactions have been mixed to muted JPM reports this Tuesday options imply a XXX% move. data via @edgeful"
X Link @wallstengine 2025-10-12T19:11Z 92.8K followers, 14.5K engagements

"A month ago I shared $TE with Discord members a U.S. company working on a full solar + storage supply chain. Its now up more than XXX% from our entry"
X Link @wallstengine 2025-10-09T17:31Z 92.8K followers, 13.4K engagements

"Goldman Sachs Initiates Coverage on $U with Neutral Rating PT $XX Analyst comments: "Eric Sheridan assumes coverage of Unity Software from Kash Rangan with a Neutral rating (unchanged) and a price target of $XX (prior $32.50). Unity is a global platform that facilitates the creation growth and monetization of games and other digital experiences. We see Unity as exiting a period of disruption and positioned to reaccelerate topline growth in the coming years driven by expected share gains in its Grow segment and stable growth in its core Create segment. What remains an open debate is how well"
X Link @wallstengine 2025-10-14T20:43Z 92.8K followers, 13.4K engagements

"American Express $AXP is moving into digital advertising with Amex Ads a new platform that lets brands target its 34M U.S. card members"
X Link @wallstengine 2025-10-06T13:35Z 92.6K followers, 7746 engagements

"$AMD CEO: deal with OpenAI will be immediately accretive to adjusted earnings per share immediately from first revenue"
X Link @wallstengine 2025-10-06T12:16Z 92.8K followers, 15.1K engagements

"Jefferies $JEF is facing fresh scrutiny after WSJ revealed new details on its involvement with the now-collapsed First Brands Group. Documents show Jefferies summer refinancing pitch listed $5.9B of debt though bankruptcy filings later put total liabilities above $11.6B. The presentation reportedly downplayed risks tied to factoring deals which later proved central to the companys $2B accounting gap. Jefferies said it was unaware of any fraud at First Brands and that its financial exposure is immaterial but shares are still down roughly XX% since late September erasing $2.5B in market value."
X Link @wallstengine 2025-10-15T21:56Z 92.8K followers, 9682 engagements

"$GAP is moving into beauty per WSJ. Old Navy will roll out skincare makeup hair and nail products this fall in XXX stores mostly priced under $XX. Gap stores will follow next year with fragrances. Beauty offers higher margins than apparel and stronger pull with younger shoppers"
X Link @wallstengine 2025-09-04T13:25Z 91.9K followers, 8258 engagements

"Mike Alfred founder of Alpine Fox LP says hes shorting 2M shares of Western Union $WU. He called the business in terminal decline and predicted it could go to zero in XX years. Alfred said hell share more on his thesis in the weeks ahead"
X Link @wallstengine 2025-08-25T14:56Z 91.4K followers, 8311 engagements

"Clearway Energy $CWEN to acquire a XXX MW solar portfolio from Deriva Energy for $210230M. Deal spans X states with a 10-year avg contract life expected to add $27M in annual CAFD from 2027 and yield over 12%. Closing targeted by Q2 2026"
X Link @wallstengine 2025-10-06T10:06Z 91.5K followers, 7644 engagements

"$DAL Delta Air Lines Q325 Earnings Highlights 🔹 Revenue: $15.20B (Est. $15.04B) 🟢; UP +4.1% YoY 🔹 EPS: $XXXX (Est. $1.53) 🟢; UP +14% YoY Raises FY25 Outlook: 🔹 EPS: $XXXX (Est. $5.77) 🟢 🔹 Free Cash Flow: $3.5$4.0B 🔹 Gross Leverage: 2.5x Q425 Outlook: 🔹 Revenue: UP +2%4% YoY 🔹 Operating Margin: 10.5%12% 🔹 EPS: $1.60$1.90 Other Metrics: 🔹 Operating Income: $1.70B; UP +23% YoY 🔹 Operating Margin: 11.2%; UP +1.7 pts YoY 🔹 Pre-Tax Income: $1.5B; UP +18% YoY 🔹 Net Income: $1.12B; UP +15% YoY 🔹 Operating Cash Flow: $1.8B; UP +42% YoY 🔹 Free Cash Flow: $833M; vs. $95M last year 🔹"
X Link @wallstengine 2025-10-09T10:35Z 92.8K followers, 15.2K engagements

"Reuters: EU regulators are set to clear Boeings $BA $4.7B acquisition of Spirit AeroSystems with conditions likely including sales of some Spirit businesses"
X Link @wallstengine 2025-10-07T14:45Z 92.8K followers, 8471 engagements

"BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $XX billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double Aligneds XX data center campuses across the U.S. and Latin America. The acquisition is the first under their new $XXX billion AI Infrastructure Partnership which combines tech expertise and investment to build data centers for OpenAI Google and Meta. Larry Fink told FT the venture will lease data centers to tech firms keeping them"
X Link @wallstengine 2025-10-15T11:37Z 92.8K followers, 227.8K engagements

"Polymarket traders put XX% odds on the current federal shutdown lasting 1029 days If it runs longer it would be the 2nd longest ever (record was XX days in 2018) Key upcoming data at risk of suspension: Jobless claims Nonfarm payrolls CPI & PPI; Retail sales housing starts"
X Link @wallstengine 2025-10-01T16:14Z 92.1K followers, 52.3K engagements

"Qualcomm $QCOM is buying Italian hardware maker Arduino known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $4555"
X Link @wallstengine 2025-10-07T14:19Z 92.1K followers, 11.9K engagements

"Breakups seem to be finding their edge again. Recent spin-offs have quietly outpaced the market and with $KHC and $WBD now in the mix its a trend worth keeping on the radar"
X Link @wallstengine 2025-09-18T15:59Z 92.5K followers, 15.7K engagements

"JPMorgan Upgrades $AGX to Overweight from Neutral Raises PT to $XXX from $XXX Analyst comments: "We are placing the stock on Positive Catalyst Watch into the F3Q print (early December). We view AGX and its subsidiary Gemma Power Systems as underappreciated beneficiaries of the accelerating AI-driven power demand cycle. We believe the companys record backlog a robust pipeline of large-scale gas projects in the U.S. and unprecedented pricing tailwinds in the broader gas turbine EPC market provide strong visibility into multi-year growth and margin expansion potential for AGX. With management"
X Link @wallstengine 2025-10-13T09:41Z 92.8K followers, 13.4K engagements

"Wells Fargo: 'We continue to see a XX basis point cut at both the October and December FOMC meeting'. "On Oct. X the federal government shut down as Congress failed to enact a bill to fund the government past September. As we went to print the shutdown continued with a reopening date still uncertain. The federal government will eventually reopen and a flood of new economic data will follow but a data blackout clouds the outlook in the interim. For now we have upgraded our real GDP growth forecast modestly and left our forecast for the fed funds rate unchanged. We continue to see a XX basis"
X Link @wallstengine 2025-10-08T10:04Z 92.1K followers, 8920 engagements

"AstraZeneca $AZN announced plans to boost investment in its Virginia manufacturing facility to $XXX billion more than doubling the scope of its earlier commitment"
X Link @wallstengine 2025-10-09T16:31Z 92.8K followers, 8083 engagements

"TRUMP WHEN ASKED: OTHER THINGS COULD BE ON TABLE FOR EXPORT CONTROLS LIKE BOEING $BA PLANES"
X Link @wallstengine 2025-10-10T22:09Z 92.1K followers, 17.5K engagements

"Jefferies Reiterates Buy Rating on $SNOW PT $XXX Analyst comments: "We attended Snowflake's New York City customer conference. Our key takeaways: 1) product innovation and velocity are accelerating; 2) artificial intelligence traction is building but broad adoption is still ahead; 3) unstructured data capabilities have strengthened though some gaps remain. Snowflake remains one of our favorite data and artificial intelligence stories and stands to benefit meaningfully as enterprise AI strategies mature and AI-driven data volumes grow exponentially in the coming years. Buy $XXX price target.""
X Link @wallstengine 2025-10-03T10:34Z 92.2K followers, 9426 engagements

"$NVDA says the U.S. government has banned exports of its H20 chips to China indefinitely citing national security risks tied to potential supercomputing use. As a result NVIDIA expects to take a charge of up to $XXX billion in its fiscal Q1 ending April XX tied to H20 inventory purchase commitments and related reserves"
X Link @wallstengine 2025-04-15T21:31Z 91.3K followers, 111K engagements

"Airbus A320 has officially overtaken Boeings $BA XXX as the most-delivered jet in history with 12260 planes handed over since 1988 after the latest delivery to Flynas"
X Link @wallstengine 2025-10-07T17:05Z 92.8K followers, 10.4K engagements

"European postal agencies are pausing or cutting off shipments to the U.S. as Trumps end to the de minimis exemption takes effect Aug. XX Axios reports. The rule had allowed packages under $XXX to enter tariff-free. Royal Mail Deutsche Post Bpost and others are halting service disrupting the flow of 1.3B packages a year many from retailers like Shein and Temu"
X Link @wallstengine 2025-08-25T07:26Z 92.7K followers, 9990 engagements

"NUBURU $BURU through its defense unit is acquiring Italian software firm Orbit in a deal valued at $12.5M. Orbit builds resilience and crisis-management platforms with projected revenue of $19M by 2028. The deal gives NUBURU exclusive global defense distribution rights"
X Link @wallstengine 2025-10-07T12:42Z 92.1K followers, 9860 engagements

"Ferrari $RACE is having its worst trading day since 2016 after the company cut its 2030 EV target in half now expecting only XX% of its lineup to be fully electric by the end of the decade down from the XX% goal set in 2022"
X Link @wallstengine 2025-10-09T14:07Z 92.1K followers, 17.1K engagements

"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD"
X Link @wallstengine 2025-07-01T09:28Z 92.7K followers, 13.6K engagements

"$JPM CFO: PRETTY EASY TO IMAGINE' LABOR MKT DETERIORATION"
X Link @wallstengine 2025-10-14T13:03Z 92.8K followers, 10.2K engagements

"Super Micro Computer $SMCI launched a new Data Center Building Block Solutions line offering end-to-end infrastructure from servers and liquid cooling to networking and power systems. The solutions can cut energy use by up to XX% integrating tech from $NVDA $AMD and Intel"
X Link @wallstengine 2025-10-14T13:08Z 92.8K followers, 21.1K engagements

"UNDER ARMOUR $UAA SEES HIGHER COST LESS DEMAND IN NORTH AMERICA"
X Link @wallstengine 2025-08-08T12:50Z 92.1K followers, 8552 engagements

"Crypto-related stocks under pressure today as Crypto slide following Trumps China tariff threat. $TONX $FGNX $COIN $BMNR"
X Link @wallstengine 2025-10-10T17:22Z 92.8K followers, 10.8K engagements

"Goldman Sachs Downgrades $PYPL to Sell from Neutral Sets PT at $XX Analyst comments: "We are downgrading shares of PYPL to Sell with a $XX price target. We believe PYPL faces several Transaction Margin headwinds next year including: 1) continued interest rate headwinds; 2) lapping of the reacceleration of their credit products; and 3) the lapping of targeted repricing benefits in Braintree. Additionally we see less line of sight for branded checkout re-acceleration in the near term given softer trends in Germany tariff/de minimis-related disruptions in the U.S. and ongoing competition versus"
X Link @wallstengine 2025-10-13T08:47Z 92.8K followers, 78.5K engagements

"Taylor Swift announced a six-part docuseries and a new concert film coming to Disney+ $DIS on Dec. XX. The docuseries The Eras Tour The End of an Era will give an inside look at her record-breaking world tour featuring appearances from Gracie Abrams Sabrina Carpenter Ed Sheeran and Florence Welch. Two episodes will drop every week. Alongside it Disney+ will release The Eras Tour The Final Show filmed at Swifts Vancouver tour finale marking the first time fans will see the updated setlist featuring The Tortured Poets Department songs. Swift wrote It was the End of an Era and we knew it. we"
X Link @wallstengine 2025-10-13T12:29Z 92.8K followers, 19.9K engagements

"$HIMS & Hers said COO Nader Kabbani will move to an advisory role on Nov. X 2025 with Mike Chi current Chief Commercial Officer promoted to COO. The CCO role will be eliminated as Chi takes over operations marketing product and commercial functions"
X Link @wallstengine 2025-10-02T20:11Z 92.1K followers, 10.8K engagements

"AI data analytics startup Dataiku has picked banks for its planned U.S. IPO with Morgan Stanley and Citigroup among those working on the deal"
X Link @wallstengine 2025-10-01T17:04Z 92.1K followers, 7124 engagements

"$AAPL UNVEILS M5 CHIP WITH MACBOOK PRO IPAD PRO & VISION PRO Apple introduced its M5 chip bringing up to 3.5x faster AI performance and 1.6x faster graphics than M4. MacBook Pro M5 14-inch starts at $1599 (U.S.) available in space black and silver. iPad Pro M5 11-inch $XXX WiFi $1199 WiFi + Cellular 13-inch $1299 WiFi $1499 WiFi + Cellular Apple Vision Pro M5 Starts at $3499 with 256GB 512GB or 1TB"
X Link @wallstengine 2025-10-15T13:09Z 92.8K followers, 53.2K engagements

"Citizens Andrew Boone reiterated Outperform on $RDDT with a $XXX PT saying logged-in U.S. users monetize at 10x+ the rate of logged-out users. He sees SEO noise as less relevant than the strong momentum in Reddits ad business which he expects to drive earnings upside"
X Link @wallstengine 2025-10-03T08:22Z 92K followers, 10K engagements

"No surprise tradings been trending on Whop The markets offered up a ton of opportunity this past year in themes like AI data centers nuclear space drones & REEs These arent just hype but XX% of the stocks chasing them might be. The others will keep gaining value & will become industry giants over time"
X Link @wallstengine 2025-10-13T18:58Z 92.8K followers, 25K engagements

"Jefferies Upgrades $CVNA to Buy from Hold Raises PT to $XXX from $XXX Analyst comments: "The results of our consumer survey proprietary web scrape and capacity analysis all support CVNA continuing to deliver elevated growth and upside to consensus. We also see fixed cost leverage helping supplement revenue growth supporting further expansion in unit economics and peer-high EBITDA growth. We raise our PT to $XXX and upgrade to Buy with CVNA best-positioned to benefit from a nascent shift to digital in the massive $800B used car market. We raise our 2027 Rev/EBITDA to 15%/12% above consensus"
X Link @wallstengine 2025-10-01T10:01Z 92.4K followers, 7159 engagements

"Humana $HUM shares are trading higher after the insurer reaffirmed its 2025 earnings outlook and said preliminary 2026 Medicare star ratings are in line with expectations. About XX% of members will be in plans earning at least four stars the bonus threshold"
X Link @wallstengine 2025-10-02T17:12Z 92.1K followers, 11K engagements

"US TSY SEC. BESSENT U.S. INVESTMENT BOOM IS SUSTAINABLE JUST GETTING STARTED THERE IS PENT UP DEMAND AMERICA IS OPEN FOR BUSINESS JUST SEEING BEGINNING OF AI BOOM .and you're bearish"
X Link @wallstengine 2025-10-15T12:28Z 92.8K followers, 14.3K engagements

"Canaccord Genuity Raises $DOCN PT to $XX from $XX -Buy Analyst comments: "We hosted DigitalOcean CFO Matt Steinfort and Head of Investor Relations Melanie Strate for investor meetings last week in NYC. We've been big believers in the story driven by a refreshed team with a renewed vision and we've contended that were witnessing the early stages of a complete business turnaround even if the market has been slower to catch on. The uniformly upbeat tone during investor meetings aligned with how sentiment has begun to turn on the name in recent weeks following the firms encouraging Q2 results"
X Link @wallstengine 2025-10-09T10:46Z 92.8K followers, 23.1K engagements

"REPORT OF ORACLE $ORCL CHIP RENTAL LOSSES OFF BASE - FOX BUSINESS"
X Link @wallstengine 2025-10-07T19:05Z 92.1K followers, 38.3K engagements

"$MARA mined XXX bitcoin in September up X% from August with average daily output rising to XXXX BTC. Hashrate hit XXXX EH/s giving it XXX% of global rewards. The company now holds 52850 bitcoin as it fully deploys its Texas wind farm and boosts Ohio operations"
X Link @wallstengine 2025-10-03T12:06Z 91.3K followers, 9002 engagements

"$CRDO Credo Technology Q126 Earnings Highlights 🔹 Revenue: $223.1M (Est. $190.6M) 🟢; UP +274% YoY +31% QoQ 🔹 Adj. EPS: $XXXX (Est. $0.35) 🟢 Q2 Guidance 🔹 Revenue: $230M$240M (Est. $199M) 🟢 🔹 Gross Margin: 63.565.5% GAAP; 6466% Non-GAAP 🔹 Operating Expenses: $96$98M GAAP; $56$58M Non-GAAP Other Q1 Metrics: 🔹 Gross Margin: XXXX% GAAP; XXXX% Non-GAAP 🔹 Net Income: $63.4M GAAP; $98.3M Non-GAAP 🔹 Operating Expenses: $89.6M GAAP; $54.5M Non-GAAP 🔹 Cash & Investments: $480M CEO Commentary 🔸 CEO Bill Brennan: Credo continued a strong growth trajectory with Q1 revenue up XX% sequentially"
X Link @wallstengine 2025-09-03T20:19Z 92.1K followers, 21.1K engagements

"Citizens analyst Andrew Boone said Reddit $RDDT is proving to be an effective platform for long-consideration purchases noting that new data from Kantar shows Reddit users often come to research products or services about XX% of queries carry commercial intent and roughly XX% of content has a commercial angle. Boone added that advertisers have materially underinvested in Reddit so far creating a clear opportunity for the platform to capture more ad budgets as brands realize its influence in consumer decision-making"
X Link @wallstengine 2025-10-10T08:54Z 92.8K followers, 11.2K engagements

"FOMC MINUTES: MOST SAID LIKELY APPROPRIATE TO EASE POLICY MORE THIS YEAR THERE MAY HAVE BEEN MORE SUPPORT FOR NO CUT THAN FOR A HALF POINT CUT. DOWNSIDE RISKS TO EMPLOYMENT ELEVATED AND HAVE RISEN NOTHING THAT INDICATED NEAR-TERM URGENCY TO CHANGE BALANCE SHEET RUNOFF"
X Link @wallstengine 2025-10-08T18:04Z 92K followers, 34.3K engagements

"Berenberg Upgrades $DKNG to Buy from Hold Lowers PT to $XX from $XX Analyst comments: "Year-to-date DraftKings has performed well. While numbers have been adjusted downwards due to sports results the company has continued to deliver solid levels of growth and its underlying business has delivered improvements particularly in terms of margin expansion. In H1 DraftKings started to close the gap on FanDuel with its net revenue margin now XX basis points closer year-over-year. This is encouraging given it should help DraftKings close the sports net gaming revenue (NGR) gap to FanDuel (Q2 2025"
X Link @wallstengine 2025-10-09T09:43Z 92K followers, 8186 engagements

"$KKR CONSIDERING $7B SALE OF STAKE IN CANADA'S PEMBINA GAS INFRASTRUCTURE - REUTERS"
X Link @wallstengine 2025-10-01T19:06Z 92.1K followers, 8210 engagements

"Tokyo Gas is in talks with Venture Global $VG for a 20-year deal to buy 1M tonnes of LNG annually from the CP2 export facility. Supply would come from phase X of the plant expected online in late 2028"
X Link @wallstengine 2025-08-25T13:48Z 92.1K followers, 8090 engagements

"$VST Vistra Corp Q2'25 Earnings Highlights 🔹 Oper Revenue: $4.25B (Est. $4.72B) 🔴; UP +11% YoY 🔹 Net Income (Ongoing Ops): $370M (Est. $364.8M) 🟢; DOWN -XX% YoY 🔹 Adj. EBITDA (Ongoing Ops): $1.35B (Est. $1.38B) 🔴 Segment EBITDA Performance 🔹 Retail: $756M (Est. $464.6M) 🟢; DOWN -XXX% YoY 🔹 Texas: $142M; DOWN -XX% YoY 🔹 East: $418M; UP +30% YoY 🔹 West: $49M (Est. $30.8M) 🟢; DOWN -XX% YoY FY2025 Outlook (Reaffirmed) 🔹 Adj. EBITDA (Ongoing Ops): $5.5B$6.1B (Est. $5.95B) 🟡 🔹 Adj. Free Cash Flow Before Growth (FCFbG): $3.0B$3.6B Management Commentary 🔸 Performance YTD and forecast"
X Link @wallstengine 2025-08-07T12:12Z 92K followers, 10.6K engagements

"This is what the $X Trillion OpenAI ecosystem looks like"
X Link @wallstengine 2025-10-07T22:00Z 91.2K followers, 44.9K engagements

"WSJ: Paramount $PSKY is buying Bari Weisss The Free Press for $150M in a mix of cash and stock and has named Weiss as the new Editor in Chief of CBS News"
X Link @wallstengine 2025-10-06T12:57Z 92.5K followers, 8151 engagements

"PAUL TUDOR JONES: CRITICAL TIME GOING TO BE LAST WEEK IN OCTOBER MARKET ON DEFENSIVE"
X Link @wallstengine 2025-10-14T14:24Z 92.8K followers, 9805 engagements

"Applied Materials $AMAT warned it expects a $710M revenue hit from the new U.S. export restrictions with $110M shaved off its Q4 and another $600M impact in FY26 per WSJ. The tighter BIS rule blocks blacklisted Chinese firms like Huawei from using affiliates to bypass curbs. China made up XX% of Applieds sales last quarter underscoring its exposure"
X Link @wallstengine 2025-10-03T07:33Z 92.1K followers, 26.7K engagements

"Jefferies Downgrades $DLTR to Underperform from Hold Lowers PT to $XX from $XXX Analyst comments: "We downgrade Dollar Tree to Underperform as inflation management decisions and tariffs have turned a simple business model into a complex one. Pricing analyses competitive overlap and channel check observations reinforce mounting execution risk and margin pressure. As we head into the upcoming Investor Day risk/reward appears unfavorable and we outline a potential EPS downside case of $X in 2026 versus the Streets $XXXX. PT to $70." Analyst: Corey Tarlowe"
X Link @wallstengine 2025-10-07T06:44Z 92.7K followers, 11.2K engagements

"Corteva $CTVA Weakness Tied to DOJ USDA Probe of Antitrust Violations by Suppliers of Crop Inputs"
X Link @wallstengine 2025-09-25T16:37Z 92.5K followers, 7170 engagements

"SOFTBANKS GRAPHCORE PLANS X BILLION CHIP INVESTMENT IN INDIA"
X Link @wallstengine 2025-10-08T19:13Z 92.4K followers, 9050 engagements

"TRUMP THREATENS MASSIVE TARIFF INCREASE ON CHINESE IMPORTS IN RESPOSE TO PROPOSED EXPORT CONTROLS ON RARE EARTHS: TRUTH POST"
X Link @wallstengine 2025-10-10T14:58Z 92.8K followers, 249.7K engagements

"$PEP PepsiCo Q325 Earnings Highlights 🔹 Revenue: $23.94B (Est. $23.86B) 🟢; UP +3% YoY 🔹 Core EPS: $XXXX (Est. $2.27) 🟢; DOWN -X% YoY (constant currency) 🔸 Steve Schmitt named EVP & CFO Reaffirms FY25 Guidance: 🔹 Low-single-digit organic revenue growth 🔹 Core constant-currency EPS approximately even with prior year; FX headwind now 0.5ppt (prior 1.5ppt) 🔹 FY25 cash returns $8.6B (Dividends $7.6B; Buybacks $1.0B); core tax rate XX% Segment: 🔹 PBNA: $7.33B; UP +2% YoY (Organic +2%) 🔹 PFNA: $6.53B; FLAT YoY (Organic -3%) 🔹 EMEA: $5.02B; UP +9% YoY (Organic +5.5%) 🔹 Latin America"
X Link @wallstengine 2025-10-09T10:06Z 92.1K followers, 17.5K engagements

"TRUMP ASKED IF HE'LL RETREAT ON CHINA MEASURE: WE'LL SEETHATS WHY I SET IT TO NOV. 1"
X Link @wallstengine 2025-10-10T22:13Z 92.8K followers, 81.5K engagements

"Apple $AAPL wraps up AirPods Pro 3: $XXX preorder today ships Sept XX Battery: X hrs w/ ANC XX hrs in hearing aid mode Apple calls it the best ANC in any earbuds"
X Link @wallstengine 2025-09-09T17:14Z 92.5K followers, 11.5K engagements

"Reuters says the White House is pressing companies in as many as XX industries for agreements that can be announced before the 2026 elections. Eli Lilly $LLY was asked to produce more insulin Pfizer $PFE to increase output of its cancer drug Ibrance and cholesterol drug Lipitor and AstraZeneca $AZN to consider moving its headquarters to the U.S. We already know that Trump announced a deal with Pfizer CEO Albert Bourla this week to cut drug prices in return for tariff relief on imports. Officials are also offering equity stakes revenue guarantees and tariff rollbacks to secure commitments"
X Link @wallstengine 2025-10-02T10:19Z 92.1K followers, 24.7K engagements

"Salesforce $CRM just announced a $XX billion investment in San Francisco over the next five years to fund a new AI Incubator Hub and expand local workforce programs. The plan coincides with this weeks Dreamforce conference (Oct 1416) expected to bring 50000 attendees and generate $130M for the city while supporting 35000 jobs. Marc Benioff said the investment reflects our deep commitment to our hometown advancing AI innovation creating jobs and helping companies and our communities thrive"
X Link @wallstengine 2025-10-13T13:21Z 92.8K followers, 18.2K engagements

"Broadcom $AVGO CEO Hock Tan said generative AI could grow its share of global GDP from XX% to XX% as it becomes central to knowledge-based and technology-driven industries"
X Link @wallstengine 2025-10-14T02:16Z 92.8K followers, 85.6K engagements

"Peabody Energy $BTU said Anglo American has launched arbitration after Peabody terminated its deal to buy Anglos steelmaking coal assets citing a material adverse change. Anglo returned $29M of the $75M deposit; Peabody is demanding the rest"
X Link @wallstengine 2025-10-03T12:15Z 92.5K followers, 9365 engagements

"$COST Costco Wholesale Q425 Earnings Highlights 🔹 EPS: $XXXX (Est. $5.82) 🟢; UP +11% YoY 🔹 Total Revenue: $86.16B (Est. $86.03B) 🟢; UP +8.1% YoY 🔹 Membership Fees: $1.72B (Est. $1.69B) 🟢; UP +14% YoY Comparable Sales (Q4) 🔹 Total Company: +5.7% (Est. +5.85%) 🔴 🔹 Total Company ex-gas & FX: +6.4% (Est. +6.21%) 🟢 🔹 U.S. ex-gas & FX: +6.0% (Est. +6.05%) 🔴 🔹 Canada ex-gas & FX: +8.3% (Est. +6.83%) 🟢 🔹 International ex-gas & FX: +7.2% (Est. +7.22%) 🔴 🔹 E-commerce: +13.6% (Adjusted +13.5%) Other Metrics 🔹 Net Income: $2.61B; UP +11% YoY 🔹 Operating Income: $3.34B; UP +9.8% YoY 🔹"
X Link @wallstengine 2025-09-25T20:19Z 92.8K followers, 15.2K engagements

"TRUMP: WE HAVE A FAIR RELATIONSHIP WITH CHINA I THINK IT WILL BE FINE IF NOT THAT'S OK TOO"
X Link @wallstengine 2025-10-14T18:32Z 92.8K followers, 22.1K engagements

"The Fed is pushing to undo a 2022 Basel rule that let Europe count as a single market a move that had eased capital requirements for banks like BNP Paribas. Reversal would raise risk scores and capital surcharges"
X Link @wallstengine 2025-10-01T09:23Z 92.8K followers, 7403 engagements

"$RKLB signed a new agreement with Japans iQPS for X dedicated Electron missions. iQPS has already launched X satellites on Electron with X more scheduled. This adds X more missions making Rocket Lab the primary launch provider for iQPSs Earth-imaging constellation"
X Link @wallstengine 2025-10-07T21:57Z 91.4K followers, 16.6K engagements

"SEC has specifically looked into allegations that $APP violated partners' service agreements to push more targeted ads"
X Link @wallstengine 2025-10-06T19:49Z 92.7K followers, 23.7K engagements

"Eli Lilly $LLY said its oral GLP-1 drug orforglipron delivered superior blood-sugar control in two Phase X trials for type X diabetes. In ACHIEVE-2 A1C dropped up to XXX% vs. XXX% with dapagliflozin; in ACHIEVE-5 A1C fell up to XXX% vs. XXX% with placebo plus insulin. Both studies met all endpoints with consistent safety. Lilly plans to seek global approval in 2026"
X Link @wallstengine 2025-10-15T10:48Z 92.8K followers, 20.9K engagements

"Anthropic expects annualized revenue of $X Billion by end-2025 and a base-case of $20B in 2026 per Reuters"
X Link @wallstengine 2025-10-15T18:45Z 92.8K followers, 11.5K engagements

"$AAPL officially dropped the + from Apple TV+ rebranding its streaming platform simply as Apple TV the same name used for its hardware device and app"
X Link @wallstengine 2025-10-13T22:42Z 92.8K followers, 13.1K engagements

"Morgan Stanley and other investors including BlackRock and Texas Treasury Safekeeping Trust have asked to withdraw funds from $JEF Jefferies Point Bonita Capital which had heavy exposure to bankrupt auto-parts maker First Brands Group. Point Bonita managed about $3B in trade finance assets with roughly XX% tied to First Brands receivables. Jefferies disclosed that $715M was invested in receivables owed by First Brands and payments stopped Sept. XX just before the companys Sept. XX bankruptcy filing. A board committee and the U.S. Justice Department are now investigating whether First Brands"
X Link @wallstengine 2025-10-10T21:13Z 92.8K followers, 13.7K engagements

"PayPal $PYPL is rolling out X% cash back on Buy Now Pay Later purchases through year-end covering both in-store and online. The company is also expanding Pay Monthly to in-store use in the U.S. giving shoppers a virtual card to spend within XX hours"
X Link @wallstengine 2025-10-06T09:24Z 91.4K followers, 63.6K engagements

"Cantor Fitzgerald Raises $NVDA PT to $XXX from $XXX - OW; NEW STREET HIGH Analyst comments: "We hosted NVIDIA management for investor meetings in NYC this past week including Jensen Huang (CEO) Colette Kress (CFO) Toshiya Hari (IR) and other senior executives. At a high level a lot has changed from a year ago with things moving at exponential speed. As one would expect Jensen was quite bullishand with great reason in our view. We are still in the early innings of a multi-trillion AI infrastructure build-out with Hyperscalers alone providing significant line-of-sight into hundreds of billions"
X Link @wallstengine 2025-10-09T11:02Z 92.8K followers, 108.4K engagements

"$META IN TALKS WITH GOOGLE $GOOGL TO USE GEMINI TO IMPROVE AD TARGETING - The Information"
X Link @wallstengine 2025-09-25T20:34Z 92.6K followers, 19.3K engagements

"$CARR Carrier Global Q4'24 Earnings Highlights: 🔹 Adj EPS: $XXXX (Est. $0.49) 🟢; UP +50% YoY 🔹 Revenue: $5.15B (Est. $5.27B) 😐; UP +19% YoY 🔹 Adjusted Operating Margin: XXXX% (UP +370 bps YoY) FY25 Guidance: 🔹 Adjusted EPS: $2.95-$3.05 (Est. $2.99) 🟡; UP +15-20% YoY 🔹 Revenue: $22.5B-$23B (Est. $22.95B) 🟡 🔹 Free Cash Flow: $2.4B-$2.6B Q4 Segment Performance: HVAC Segment: 🔹 Revenue: $4.63B; UP +11% organically Key Drivers: 🔸 Americas: High-teens organic growth driven by strength in Commercial and North America Residential. 🔸 EMEA: Flat organically with double-digit Commercial"
X Link @wallstengine 2025-02-11T11:38Z 92.1K followers, 4524 engagements

"OpenAI is teaming up with SoftBanks $ARM to design a CPU that will work alongside its upcoming $AVGO Broadcom-built AI chip according to The Information. The Arm CPU is intended to handle more general computing tasks in tandem with GPUs while the OpenAIBroadcom chip will focus on AI inference workloads with production expected to begin in late 2026. The chips will be manufactured by TSMC and both companies are testing early samples now. OpenAI CEO Sam Altman is also urging TSMC to expand capacity to meet demand for OpenAIs growing AI factory network. OpenAI plans to use the new chips to power"
X Link @wallstengine 2025-10-13T22:29Z 92.8K followers, 132.8K engagements

"1 down day -2.7%. and were already back to Fear"
X Link @wallstengine 2025-10-10T20:00Z 91.7K followers, 11.1K engagements

"OpenAI mentions $HUBS to demonstrate Agent kit"
X Link @wallstengine 2025-10-06T17:33Z 92.1K followers, 12.1K engagements

"Roth/MKM analyst Justin Clare upgraded ESS $GWH from Neutral to Buy. ICYMI: Salt River Project and ESS Tech $GWH announced a deal for a X MW / XX MWh iron flow battery at SRPs Copper Crossing Energy and Research Center in Florence Arizona. The project called New Horizon will run under a 10-year energy storage agreement and is set to be completed by December 2027. Its designed to power roughly 1100 homes for XX hours using ESSs iron salt and water-based technology a non-lithium alternative aimed at long-duration storage. Manufacturing begins in 2026 with SRP using the project to test"
X Link @wallstengine 2025-10-10T11:36Z 92.8K followers, 11.5K engagements

"Guggenheim Initiates Coverage on $UBER with Buy Rating PT $XXX Analyst comments: "Our BUY thesis is underpinned by the companys asset base consisting of industry-leading 1) network 2) technology and 3) brand equity. Ubers multi-platform network is over 3x that of the next gig peer with reach positioning the rideshare leader for increased Autonomous Vehicle (AV) adoption (i.e. Big Wheels Keep on Turnin). We believe the AV debate will remain a key driver of sentiment with bulls highlighting market expansion potential and bears arguing disintermediation risk (we believe both will prove true; see"
X Link @wallstengine 2025-10-15T09:16Z 92.8K followers, 10.8K engagements

"FERRARI $RACE TO INCREASE DIV PAYOUT TO XX% OF NET STARTING FROM 2025"
X Link @wallstengine 2025-10-09T09:49Z 92.1K followers, 7114 engagements

"UBS Upgrades $FCX to Buy from Neutral Raises PT to $XX from $XXXXX Analyst comments: "The stock is down XX% relative to peers since FCX announced force majeure at Grasberg on 24-Sept and cut 2026 Indonesia copper volumes by XX% or 270kt. FCX's underperformance is driven in our view by concerns it will take longer for Grasberg to return to pre-incident levels versus guidance (currently 2027) and risk of impairment to the long-term profile/value of the mine. At US$10k Cu and $3500/oz Au assuming FCX trades at 8x attributable 2027 EBITDA with production in line with previous guidance we estimate"
X Link @wallstengine 2025-10-03T07:26Z 92.6K followers, 6714 engagements

"ALPHA MODUS FILES LAWSUIT AGAINST LOWE'S $LOW OVER AI RETAIL PATENTS"
X Link @wallstengine 2025-10-13T16:04Z 92.8K followers, 10.2K engagements

"Today's Key Events (All EST) 08/27/2025 07:00: US MBA Mortgage Applications 12:45: Fed's Barkin Speaks 13:00: US 5-Year Note Auction Before Open 👇 04:00: UP Fintech $TIGR 06:00: Donaldson $DCI 06:10: Royal Bank of Canada $RY 07:00: Kohl's $KSS 07:00: J.M. Smucker $SJM 07:00: Photronics $PLAB 07:30: Abercrombie & Fitch $ANF 07:30: MasterCraft Boat $MCFT 09:00: Williams-Sonoma $WSM After Hours 👇 16:00: Pure Storage $PSTG 16:00: Nutanix $NTNX 16:00: Five Below $FIVE 16:00: NetApp $NTAP 16:00: Greif $GEF 16:05: Snowflake $SNOW 16:05: CrowdStrike $CRWD 16:05: Urban Outfitters $URBN 16:05: Veeva"
X Link @wallstengine 2025-08-27T06:25Z 92.7K followers, 16.1K engagements

"PEPSICO $PEP CEO BELIEVES NORTH AMERICAN BEVERAGES BUSINESS WILL BOOST PROFITS IN FOURTH QUARTER"
X Link @wallstengine 2025-10-09T12:38Z 92.1K followers, 8566 engagements

"TRUMP ON XI MEETING: I dont knowI am going to attend the summitmight as well meet with him"
X Link @wallstengine 2025-10-10T22:08Z 92.8K followers, 116.5K engagements

"HSBC Downgrades $INTC to Reduce from Hold Raises PT to $XX from $XXXXX Analyst comments: "Intel has recently announced three major deals that have driven a significant re-rating of the stock: X. SoftBank investing USD X billion; X. The U.S. administration investing USD XXXX billion for a XXX% equity stake; and X. NVIDIA investing USD X billion for an approximately X% stake. Although these deals were executed at a discount to market price Intels stock has risen XX% since the first announcement in August. We expect additional deal announcements that could drive further short-term re-rating."
X Link @wallstengine 2025-10-08T08:46Z 92.8K followers, 24.4K engagements

"Polymarket odds for a 100150% U.S. tariff rate on China by November have jumped to XX% following Trumps Truth Social post warning of massive tariffs on Chinese goods"
X Link @wallstengine 2025-10-10T16:13Z 92.8K followers, 54.8K engagements

"NY Attorney General Letitia James along with a bipartisan group of states is suing Zillow $Z and Redfin over apartment ads"
X Link @wallstengine 2025-10-01T14:39Z 92.5K followers, 7438 engagements

"AI is moving from hype to habit. XX% of U.S. adults use AI weekly XX% say part of their job now runs on AI XX% have used AI at work at least a few times a year Daily use doubled to X% in the past year No surprise the AI category on Whop is ripping"
X Link @wallstengine 2025-10-09T18:26Z 92.8K followers, 29K engagements

"Nextracker $NXT and T1 Energy $TE signed a multi-year $75M+ solar frame supply deal tied to T1s new 5-GW Dallas plant. The agreement replaces imported aluminum frames with U.S.-made specialty steel frames part of Nextrackers patented module frame tech. Both firms called it a step toward domestic solar manufacturing and energy security with Nextracker expanding capacity in Texas to support production"
X Link @wallstengine 2025-10-15T11:25Z 92.8K followers, 11.5K engagements

"A major fire has erupted after an explosion at Chevrons $CVX El Segundo refinery near LAX. The facility supplies XX% of SoCals gasoline and XX% of its jet fuel. Officials say no elevated toxins detected yet but residents are urged to keep windows closed as smoke spreads"
X Link @wallstengine 2025-10-03T08:40Z 91.3K followers, 10.4K engagements

"JPMorgan research estimates the X biggest AI hyperscalers $GOOGL $AMZN $META $MSFT and $ORCL will collectively spend over $XXX trillion by 2027"
X Link @wallstengine 2025-10-04T13:37Z 91.2K followers, 47.6K engagements

"TRUMP: WE'RE IN A TRADE WAR WITH CHINA"
X Link @wallstengine 2025-10-15T20:27Z 92.8K followers, 32.6K engagements

"BlackRock $BLK CEO says the company is spending a great deal of time developing its own technology for tokenization and asset digitization"
X Link @wallstengine 2025-10-14T12:09Z 92.8K followers, 6297 engagements

"BofA Securities Downgrades $SHAK to Underperform from Neutral Lowers PT to $XX from $XXX Analyst comments: "Shake Shack has done an impressive job of systematizing its approach to innovation deploying a stage-gate process that holds new products to high culinary operational and financial standards. But this rigor arrives at a time when the labor market is softening and consumers restaurant spending has come under pressure. We believe macro headwinds will likely continue to counterbalance product innovation tailwinds constraining same-store sales growth (SSSG) and traffic." Analyst: Sara"
X Link @wallstengine 2025-10-06T10:12Z 92.5K followers, 8676 engagements

"Jefferies Upgrades $RUN to Buy from Hold Raises PT to $XX from $XX Analyst comments: "We upgrade to Buy ahead of anticipated cash generation execution in 2H25 and a strong growth setup into 2026 following 25D expiration. Cash generation is expected to finally materialize in line with guidance of $200500M even despite 2Q/3Q25 safe harbor spend. 2026 looks favorable too with RUN slated to grow high-single digits to low teens vs. the rest of the market declining 2030% y/y. Better growth plus safe harbor spend rolling off should drive even more cash generation in '26." Analyst: Julian"
X Link @wallstengine 2025-10-01T12:04Z 92.1K followers, 6840 engagements

"THE S&P INDEX $SPY IS REBALANCING AppLovin $APP Robinhood $HOOD and Emcor Group $EME to join the S&P XXX replacing Enphase Energy $ENPH Caesars Entertainment $CZR and MarketAxess $MKTX. $UBER will enter the S&P XXX replacing Charter Communications $CHTR. Nutanix $NTNX and TransUnion $TRU will move to the S&P MidCap XXX. Effective: Before the markets open on Sept. 22nd. Heres the full list of rebalancing changes 👇"
X Link @wallstengine 2025-09-05T21:40Z 92K followers, 48.4K engagements

"HSBC Upgrades $OXY to Buy from Hold Raises PT to $XX from $XX Analyst comments: "Upgrade to Buy (from Hold) and raise TP to USD55.00 (from USD48.00) based on revised earnings estimates and DCF assumptions. Our DCF-based TP of USD55.00 is equivalent to 6.7x our revised 2026 EBITDA estimate (down from 6.9x previously) and is slightly more than a turn above the historical level of 5.6x. The pullback in OXY shares from disappointment in the OxyChem sale price presents a great buying opportunity and our TP implies XXXX% upside. Our revised estimates incorporate the planned sale of OxyChem but"
X Link @wallstengine 2025-10-03T07:28Z 91.4K followers, 7373 engagements

"Goldman Sachs analyst Scott Fidel initiated coverage on major U.S. healthcare insurers and managed care providers: Buy: $UNH ($406 PT) $CI ($370 PT) $CVS ($91 PT) $ALHC ($21 PT) Neutral: $MOH ($207 PT) $ELV ($343 PT) $OSCR ($17 PT) Sell: $CNC ($33 PT) $HUM ($271 PT)"
X Link @wallstengine 2025-10-14T08:58Z 92.8K followers, 14.1K engagements

"BofA out with a semiconductor sector update this morning. Analyst Vivek Arya upgraded $AMAT and $CAMT to Buy while downgrading $INTC and $ACLS to Underperform. He also raised targets across several names $KLAC to $1300 $NVMI to $XXX $MKSI to $XXX $AEIS to $XXX and $TER to $145"
X Link @wallstengine 2025-10-13T10:11Z 92.7K followers, 19.9K engagements

"Brookfield and Bloom Energy announced a $X billion partnership to build global AI infrastructure facilities with Bloom Energy $BE serving as the preferred onsite power provider for Brookfields new AI factories. The deal marks Brookfields first investment under its AI Infrastructure strategy and will use Blooms fuel cell technology to power data centers requiring massive always-on electricity capacity. The companies said a European site will be announced later this year. AI infrastructure must be built like a factory with purpose speed and scale said Bloom CEO KR Sridhar adding that todays"
X Link @wallstengine 2025-10-13T11:32Z 92.8K followers, 115.3K engagements

"Today's Key Events (All EST) 07/28/2025 07:00: OPEC+ JMMC Meeting 10:30: Dallas Fed Mfg. Business Index 11:30: US 2-Year Note Auction 13:00: US 5-Year Note Auction Before Open 👇 06:00: Enterprise Products $EPD 06:00: Revvity $RVTY 06:00: Provident Financial $PROV 06:30: New Gold $NGD 06:45: Bank of Hawaii $BOH 06:45: Rithm Capital $RITM 07:00: Alliance Resource Partners $ARLP 07:30: Business First Bancshares $BFST 08:30: Bank of Marin $BMRC 08:50: FEMSA $FMX After Hours 👇 16:00: Cadence Design Systems $CDNS 16:00: Woodward $WWD 16:00: Sanmina $SANM 16:05: Rambus $RMBS 16:05: Whirlpool $WHR"
X Link @wallstengine 2025-07-28T06:14Z 92.5K followers, 13K 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:"
X Link @wallstengine 2025-07-23T10:41Z 92.8K followers, 11.9K engagements

"$STZ Constellation Brands Q226 Earnings Highlights 🔹 Revenue: $2.48B (Est. $2.51B) 🔴; -XX% YoY 🔹 EPS: $XXXX (Est. $3.48) 🟢; -XX% YoY FY26 Guidance 🔹 EPS (comparable): $11.30$11.60 (Est. $1.44) 🟢 🔹 Operating Cash Flow: $2.5$2.6B 🔹 Free Cash Flow: $1.3$1.4B 🔹 Capex: $1.2B (incl. $1.0B for Mexico beer operations) Q2 Segment Beer (U.S.) 🔹 Net Sales: DOWN -X% YoY; Shipments: DOWN -XXX% YoY; Depletions: DOWN -XXX% YoY 🔹 Operating Margin: 40.6%; DOWN -XXX bps YoY 🔹 Brand notes: Modelo Especial (#1 in dollar sales); Corona Extra top-5; Pacifico UP nearly +14% YoY depletions; Victoria UP"
X Link @wallstengine 2025-10-06T20:15Z 92K followers, 10.1K engagements

"Ethereum is back above $4K. Here are a few ETH-treasury companies and their holdings: $FGNX: 50770 $BMNR: 2416054 $SBET: 838728 $BTBT: 121252 $ETHZ: 102264"
X Link @wallstengine 2025-09-29T16:33Z 92.1K followers, 9289 engagements

"US TSY SEC. BESSENT ON THE AI BOOM: Theres a good chance we see a 1990s-style productivity miracle. Employment booms usually follow capex booms. Were only in the third inning of this AI investment cycle. we are just taking off"
X Link @wallstengine 2025-10-15T12:40Z 92.8K followers, 40K engagements

"Arista Networks $ANET is trading lower after Meta and Oracle said theyll use $NVDA's Spectrum-X Ethernet switches to power their AI data center networks. Meta plans to integrate Spectrum Ethernet into its Facebook Open Switching System (FBOSS) while Oracle will use the switches to build large-scale AI infrastructure"
X Link @wallstengine 2025-10-13T15:13Z 92.8K followers, 89.6K engagements

"U.S. CPI WILL BE RELEASED ON OCT. 24TH"
X Link @wallstengine 2025-10-10T15:42Z 92.8K followers, 15.7K engagements

"$MS Morgan Stanley Q3'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $16.7B) 🟢; UP +18% YoY 🔹 EPS: $XXXX (Est. $2.09) 🟢; UP +49% YoY 🔹 Net Income: $4.6B; UP +45% YoY Wealth Management: 🔹 Net Revenue: $8.2B (Est. $7.8B) 🟢; UP +13% YoY 🔹 Pre-tax Income: $2.5B; UP +27% YoY 🔹 Pre-tax Margin: XXXX% 🔹 Asset Management Revenue: $4.8B; UP +12% YoY 🔹 Net Interest Income: $2.0B; UP +12% YoY 🔹 Fee-based Client Assets: $2.7T; UP +15% YoY 🔹 Fee-based Asset Flows: $41.9B; UP +17% YoY 🔹 Net New Assets: $81.0B; UP +27% YoY 🔹 Loans: $173.9B; UP +12% YoY Investment Management: 🔹 Net Revenue:"
X Link @wallstengine 2025-10-15T11:34Z 92.8K followers, 11.1K engagements

"Top of the @prospero_ai small cap screener today: $CLSK $TMC $WOLF $OSCR $EOSE $UUUU $BBAI $CIFR $PPTA $ONDS"
X Link @wallstengine 2025-10-07T15:06Z 92.8K followers, 11.5K engagements

"BESSENT GREER TO HOLD PRESS CONFERENCE ON THE ECONOMY: C-SPAN"
X Link @wallstengine 2025-10-14T22:30Z 92.8K followers, 19.8K engagements

"China imposed restrictions on five U.S. subsidiaries of South Koreas Hanwha Ocean. The Ministry of Transport also launched a survey to assess the impact of U.S. Section XXX tariffs on Chinas shipping and shipbuilding sectors saying the probe will evaluate effects on industrial security & supply chain stability"
X Link @wallstengine 2025-10-14T04:48Z 92.8K followers, 118K engagements

"Samsung regained the No.1 spot in the global memory market in Q3 2025 with $19.4B revenue up XX% QoQ surpassing SK Hynix ($17.5B +13%) per Counterpoint Research. Micron $MU also grew XX% QoQ in memory sales"
X Link @wallstengine 2025-10-14T08:47Z 92.8K followers, 13.2K engagements

"Today's Key Events (All EST) 09/26/2025 08:30: US PCE Inflation Data 08:30: US Consumer Spending 08:30: US Personal Income 09:00: Fed's Barkin Speaks 10:00: University of Michigan Sentiment Final 13:00: Fed's Bowman Speaks 13:00: US Baker Hughes Rig Count"
X Link @wallstengine 2025-09-26T07:58Z 92.7K followers, 12.5K engagements

"Todays Key Events (All EST) 10/10/2025 09:45: Feds Goolsbee 10:00: University of Michigan Sentiment Prelim 13:00: Feds Musalem"
X Link @wallstengine 2025-10-10T05:42Z 91.3K followers, 13.5K engagements

"$CLVT Clarivate Q2'25 Earnings Highlights 🔹 Revenue: $621.4M (Est. $587.36M) 🟢; -XXX% YoY 🔹 EPS: ($0.18;) (Est. $0.17) 🟡 🔹 Adj Net Income: $123.3M; -XXXX% YoY 🔹 Adj EBITDA: $261.6M; -XXX% YoY 🔹 Net Loss: ($72.0M) vs. ($304.3M) YoY FY25 Guide: 🔹 Revenue: $2.28B$2.40B (Est. $2.358B) 🟡 🔹 Adj EPS: $0.60$0.70 (Est. $0.65) 🟡 🔹 Adjusted EBITDA: $940M$1.00B 🔹 EBITDA Margin: 40.5%42.5% 🔹 Free Cash Flow: $300M$380M 🔹 Organic ACV Growth: +1.0% to +2.0% 🔹 Recurring Organic Revenue Growth: -XXX% to +1.0% Segment Revenue: 🔹 Organic: +0.5% YoY 🔹 Organic Recurring: +0.8% YoY 🔹 Organic"
X Link @wallstengine 2025-07-30T10:39Z 92.4K followers, 6969 engagements

"Raymond James Lowers $FHN PT to $XX from $XX Maintains Outperform Rating Analyst comments: "We maintain our Outperform rating on FHN shares following commentary on todays earnings call that has driven a sharp sell-off in the stock. More specifically and despite relatively solid results management opened the door to potential in-footprint tuck-in acquisitions where the general opinion in the investor/analyst community has been it was more likely a seller in the short- to intermediate-term. Indeed with the recently announced sale of CMA to FITB FHN was near/at the top of many investors takeout"
X Link @wallstengine 2025-10-15T19:54Z 92.8K followers, 7831 engagements

"Stifel analyst Jonathan Siegmann raised his price target on Kratos Defense & Security $KTOS to $XXX from $XX while maintaining a Buy rating"
X Link @wallstengine 2025-10-14T20:33Z 92.8K followers, 12.2K engagements

"BlackRock $BLK CEO says over $4.5T in value is now held in digital wallets across crypto stablecoins and tokenized assets and expects the market to expand rapidly"
X Link @wallstengine 2025-10-14T12:00Z 92.8K followers, 10.2K engagements

"Short sellers are facing their worst returns since 2020 according to the Financial Times as retail traders drive a rally in heavily shorted stocks. A basket of the XXX most shorted U.S. stocks is up XX% this year the best run since the 2020 retail-driven surge. Its been really hard this year said Anne Stevenson-Yang of J Capital Research. Weve all been waiting for the market to become more rational and it hasnt"
X Link @wallstengine 2025-10-14T15:13Z 92.8K followers, 15.2K engagements

"The IRS just released new federal income tax brackets for 2026 adjusting thresholds for inflation. The top rate of XX% now applies to single filers earning over $640600 and married couples earning over $768700. The standard deduction will rise to $32200 for married couples and $16100 for single filers. The update also increases limits for long-term capital gains estate and gift tax exemptions and child tax credit eligibility"
X Link @wallstengine 2025-10-09T14:46Z 92.6K followers, 25.9K engagements

"DANAHER $DHR AUTHORIZES BUYBACK OF UP TO XX MILLION SHARES"
X Link @wallstengine 2025-09-10T11:28Z 92.5K followers, 22.5K engagements

"$IBM ANNOUNCES NEW AI SOFTWARE + INFRASTRUCTURE UPDATES At its TechXchange 2025 conference in Orlando IBM rolled out upgrades across its watsonx and infrastructure stack: AgentOps + agentic workflows inside watsonx Orchestrate plus Langflow drag-and-drop tools for building agents. watsonx Assistant for Z bringing AI automation to IBM mainframes. Project Infragraph a HashiCorp-driven system to unify infrastructure management across hybrid and multi-cloud (private beta in Dec). Project Bob a new AI dev environment in preview that taps Anthropic Claude Mistral Llama and IBM Granite for coding"
X Link @wallstengine 2025-10-07T10:58Z 92.5K followers, 10.1K engagements

"TRUMP TO IMPOSE XXX% ADDITIONAL TARIFF ON CHINESE GOODS STARTING NOV. 1"
X Link @wallstengine 2025-10-10T20:52Z 92.8K followers, 51.6K engagements

"Heres an early look at U.S. equities futures opening higher up around X% after Trump said Dont worry about China it will be all fine"
X Link @wallstengine 2025-10-12T22:05Z 92.7K followers, 17.2K engagements

"China's Xiaomi shares dropped more than X% in Hong Kong after reports of a fatal SU7 crash in Chengdu where the cars doors reportedly failed to open after catching fire. The stock fell as much as XXX% intraday its biggest drop since April. Local police said the 31-year-old driver suspected of driving under the influence died after the car collided with another sedan. The crash reignites safety concerns over electronic door handles popularized by Tesla which can malfunction during fires or power loss. Chinese regulators are reportedly considering a ban on such handles following multiple"
X Link @wallstengine 2025-10-13T10:30Z 92.8K followers, 25.7K engagements

"KeyBanc Upgrades $MGY to Overweight from Sector Weight PT $XX Analyst comments: "We see an unprecedented amount of defensive characteristics from Magnolia with low leverage (0.1x) a balanced hydrocarbon production skew (41% oil XX% liquids) and a consistent durable cash return framework since its 2018 de-SPAC. We see management's biggest challenge as avoiding painting itself as a growth company given its self-imposed reinvestment cap (55% of EBITDA) can fund double-digit production growth if the market calls for it. We believe a XX turn multiple premium to peers on 2026E EV/EBITDA for these"
X Link @wallstengine 2025-10-15T08:52Z 92.8K followers, 6805 engagements

"OpenAI has now locked in roughly $X trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than XX gigawatts of AI capacity over the next decade. For context thats about the output of XX nuclear reactors. Each 1GW of AI compute build-out runs close to $50B. Financial Times estimates: $500B for Nvidia $300B for AMD $300B for Oracle $22B+ already disclosed by CoreWeave All told it raises the big question: where is all this money coming from"
X Link @wallstengine 2025-10-07T11:27Z 92.8K followers, 145.8K engagements

"$ESTC Elastic Q1 Earnings Highlights 🔹 Revenue: $415M (Est. $397.2M) 🟢; +20% YoY 🔹 Adj EPS: $XXXX (Est. $0.42) 🟢; flat YoY FY26 Guide: 🔹 EPS: $2.29$2.35 (Est. $2.28) 🟡 🔹 Revenue: $1.68$1.69B (Est. $1.67B) 🟢 Q226 Guide: 🔹 EPS: $0.56$0.58 (Est. $0.42) 🟢 🔹 Revenue: $415417M (Est. $397.3M) 🟢 Other Q1 Metrics: 🔹 Subscription Revenue: $389M; UP +20% YoY 🔹 Sales-led Subscription Revenue: $339M; UP +22% YoY 🔹 Elastic Cloud Revenue: $196M; UP +24% YoY 🔹 Adj Operating Income: $65M (margin 16%) 🔹 Operating Cash Flow: $105M; Adjusted FCF: $116M 🔹 Customers $100K ACV: 1550+ (vs 1510 Q425"
X Link @wallstengine 2025-08-28T20:22Z 92.1K followers, 11.4K engagements

"BESSENT ON SHUTDOWN: STARTING TO AFFECT THE ECONOMY"
X Link @wallstengine 2025-10-13T12:09Z 92.8K followers, 22.1K engagements

"Trump: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for China. We have been contacted by other Countries who are extremely angry at this great Trade"
X Link @wallstengine 2025-10-10T15:00Z 92.8K followers, 618.9K engagements

"$JNJ Johnson & Johnson Q325 Earnings Highlights 🔹 Revenue: $23.99B (Est. $23.74B) 🟢; UP +6.8% YoY 🔹 Adj EPS: $XXXX (Est. $2.78) 🟢 FY25 Guidance 🔹 Sales: $93.5$93.9B (Est. $93.46B) 🟢 🔹 Adj EPS: $10.80$10.90 (Est. $10.85) 🟡 Strategic Update 🔹 Intends to separate Orthopaedics as standalone DePuy Synthes (target 1824 months); Namal Nawana named Worldwide President Other Q3 Metrics 🔹 Innovative Medicine Rev: $15.56B (Est. $15.38B) 🟢; UP +6.8% YoY 🔹 MedTech Sales: $8.43B (Est. $8.38B) 🟢; UP +6.8% YoY 🔹 Adjusted Net Earnings: $6.80B; UP +15.7% YoY 🔹 U.S. Sales: $13.71B; UP +6.2% YoY"
X Link @wallstengine 2025-10-14T10:26Z 92.8K followers, 18.5K engagements

"$NXT Nextracker Q3 FY25 Earnings Highlights: Key Financial Metrics: 🔹 Adjusted EPS: $XXXX (Est. $0.48) 🟢; UP +7% YoY 🔹 Revenue: $679M (Est. $617.99M) 🟢; DOWN -X% YoY 🔹 Adjusted EBITDA: $186M; UP +11% YoY 🔹 Adjusted Gross Margin: XXXX% (Prev. 29.9%) Operational Highlights: 🔹 Record Backlog: Exceeds $4.5B supported by robust demand globally. 🔹 Product Innovation: Launched new features such as NX Horizon Hail Pro and NX-Anchor increasing market adaptability. 🔹 Manufacturing Capacity: Expanded to over XX facilities across XX countries with XX GW/year capacity. 🔹 R&D Investment:"
X Link @wallstengine 2025-01-28T21:16Z 91.7K followers, 6653 engagements