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@wallstengine Wall St Engine
The US Federal Reserve has adjusted its economic outlook, lowering 2025 GDP growth to XXX% and raising inflation expectations. Meanwhile, geopolitical tensions are escalating, with President Trump commenting on potential strikes on Iran and the US stock market preparing for a significant options expiration event. Several major companies, including Gilead, Innoviz Technologies, and Tesla, have made notable announcements, while others, such as Starbucks and Meta, have made moves in their respective industries.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +1.20%
- X Month XXXXXXXXXX +17%
- X Months XXXXXXXXXX +250%
- X Year XXXXXXXXXX +842%
Mentions: XXX #
- X Week XXX +19%
- X Month XXXXX +28%
- X Months XXXXX +84%
- X Year XXXXX +162%
Followers: XXXXXX #
- X Week XXXXXX +2.40%
- X Month XXXXXX +7.30%
- X Months XXXXXX +127%
- X Year XXXXXX +410%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #655 finance #1117 technology brands #4276 cryptocurrencies #456 countries XXXX% automotive brands #2829 celebrities #5039 travel destinations #4424 exchanges #658 social networks XXXX%
Social topic influence eps #207, qqq #9, $qqq #6, $spy #17, dji #46, $iwm #3, $dji #1, spy 1.32%, events #1590, $googl #215
Top accounts mentioned or mentioned by @007ofwallst @joinyellowbrick @grok @stockpulsenow @thedivinestein @josericaurtej @next100baggers @jonbras0824 @1991wolfpack @zastocks @askpolymarket @dillwithers425 @thr33pro @luke__stan @martychargin @xsid007 @davincixtweets @stonkstothe @alt_cerebral @dr_martin123
Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Doge Jones Industrial Average (DJI) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Goldman Sachs (GS) Bitcoin (BTC) BlackRock Inc (BLK) Microsoft Corp. (MSFT) Domino's Pizza Inc (DPZ) Verizon Communications Inc. (VZ) Coca-Cola Co (KO) Intel Corporation (INTC) Hims & Hers Health, Inc. (HIMS) JPMorgan Chase (JPM) Mobileye Global Inc. Class A Common Stock (MBLY) Wells Fargo & Co (WFC) Uber Technologies, Inc. (UBER) Limitus (LMT) 3M Co (MMM) Amazon.com, Inc. (AMZN) GE Vernova Inc. (GEV) American Express Company (AXP) Fastenal Company (FAST) Novo-Nordisk (NVO) Eos Energy Enterprises, Inc. (EOSE) GM (GM) Taiwan Semiconductor (TSM) Synopsys, Inc. (SNPS) Bank of America (BAC) GitLab Inc. Class A Common Stock (GTLB) Palo Alto Networks Inc (PANW) Change (CAG) Hundred Million (100M) SAP SE (SAP) Basis Cash (BAC) Netflix Inc (NFLX) Now Coin (NOW) Oscar Health, Inc. (OSCR) Deckers Outdoor, Corp. (DECK) Broadcom, Inc. (AVGO)
Top Social Posts #
Top posts by engagements in the last XX hours
"Goldman Sachs Initiates Coverage on $CROX with Sell Rating PT $XX Analyst comments: "We believe the Crocs business is well-positioned long term with the company differentiated in its creative and innovative approach to product and marketing. We are also constructive on the company's product category (sandals and Jibbitz) and international expansion strategies and management's demonstrated ability to execute against a variety of macro backdrops following several years of differentiated brand management. Net these drivers have yielded strong margins and a differentiated free cash flow profile."
@wallstengine on X 2025-07-02 08:29:26 UTC 73K followers, 7651 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.59% 🟩 $QQQ +0.72% 🟩 $DJI +0.50% 🟩 $IWM +1.08% 🟩" @wallstengine on X 2025-07-09 20:00:54 UTC 72.9K followers, 11.8K engagements
"Piper Sandler Downgrades $SOUN to Neutral from Overweight PT $XX Analyst comments: "While we initiated a few months ago and our thesis points are generally still intact for this 'Main Street' vs. 'Institutional' name there are a few things that have changed for us: 1) The 2H25 setup embeds decent execution across the three pillars but inputs leave near-term concerns that deals may get pushed into 2026; 2) SoundHound is trying to achieve profitability while investing in Amelia's success. It's hard to do both. Even if Amelia is successful this carries higher earn-outs / dilution; 3) If this" @wallstengine on X 2025-07-14 07:41:56 UTC 72.7K followers, 7700 engagements
"Faraday Future $FFAI says its FX Super One global launch is set for July XX in LA. The company signed a 100-unit deposit deal with Ariana Motors in Vegas bringing total B2B deposits to 4100. Faraday also joined the Russell 3000 Index this week" @wallstengine on X 2025-07-07 08:13:56 UTC 72.7K followers, 7347 engagements
"Morgan Stanley Maintains Overweight on $GOOGL Raises PT to $XXX from $XXX Analyst comments: "We have written about our bullish view on GOOGLs accelerating pace of innovation productization and improving disclosure in How is META TikTok Disruption an Analog for GOOG vs GPT We also detailed why we dont expect the 'search debate' to be fully resolved in 2H:25. So looking into 2Q and 2H we are focused on 1) profitable search growth and revisions with the key being whether GOOGL makes the market feel confident in a path to $10+ of XX EPS and 2) more disclosure on incremental GenAI-enabled" @wallstengine on X 2025-07-21 08:15:31 UTC 73K followers, 22.4K engagements
"TD Cowen Upgrades $IVZ to Buy from Hold Raises PT to $XX from $XXXXX Analyst comments: "Upgrade to Buy; raise 12M price target to $25; raise '26E 10%+. Actions follow 7/18 announcement that IVZ is seeking to migrate QQQ from a Unit Investment Trust to an open-end management company all under ETF umbrella. Move: 1) enhances flows; 2) enhances overall fee rate and thus aligns flows/revenues; 3) accretive to margins; and 4) $100M/year profits all multiple expanding we believe." Analyst: Bill Katz" @wallstengine on X 2025-07-21 08:01:07 UTC 72.9K followers, 5709 engagements
"$lyft appointed Stephen Hope as Chief Accounting Officer effective July X. He'll take over as principal accounting officer from CFO Erin Brewer who continues as CFO and principal financial officer" @wallstengine on X 2025-07-02 10:15:31 UTC 72.7K followers, 7518 engagements
"$ENPH Enphase Q2'25 Earnings Highlights 🔹 Revenue: $363.2M (Est. $361.9M) 🟢; +20% YoY 🔹 Adj. EPS: $XXXX (Est. $0.64) 🟢; +60% YoY 🔹 Net Income: $89.9M (Est. $84.1M) 🟢; +53% YoY 🔹 Gross Margin: XXXX% (incl. IRA); XXXX% ex-IRA Q3 Guide: 🔹 Revenue: $330M$370M (Est. $368.4M) 😐 🔹 Non-GAAP Gross Margin: 43%46% incl. IRA; 33%36% ex-IRA 🔹 Net IRA Benefit: $34M$38M (based on 1.2M U.S. units) 🔹 Non-GAAP OpEx: $78M$82M 🔹 Battery Shipments Expected: 190210 MWh Operational Metrics 🔹 Microinverters Shipped: 1.53M units / XXXXX MW DC 🔹 Batteries Shipped: XXXXX MWh (record); UP from XXXXX MWh" @wallstengine on X 2025-07-22 20:11:32 UTC 73K followers, 11K engagements
"Hitting Elons goal of 50M $NVDA H100-equivalent GPUs means xAI would shell out roughly $1.25T on chips alone- @PPLXfinance Factor in racks power & cooling & the tab climbs into multi-trillion territoryabout the same as financing XX brand-new fabs every year for the next 5Yrs" @wallstengine on X 2025-07-22 17:27:40 UTC 73K followers, 26.9K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.09% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-15 20:00:41 UTC 72.9K followers, 13.1K engagements
"$MS Morgan Stanley Q2'25 Earnings Highlights 🔹 Revenue: $16.79B (Est. $16.04B) 🟢; UP +6% YoY 🔹 EPS: $XXXX (Est. $1.97) 🟢; UP +11% YoY 🔹 Net Interest Income: $2.35B (Est. $2.19B) 🟢 Institutional Securities 🔹 Revenue: $6.59B - Investment Banking: $1.54B (Est. $1.44B) 🟢;+20% YoY - Equity Trading: $3.72B (Est. $3.53B) 🟢;+9% YoY - FICC: $2.18B (Est. $2.11B) 🟢;+8% YoY Wealth Management 🔹 Revenue: $7.76B (Est. $7.35B) 🟢; UP +4% YoY 🔹 Fee-based Flows: $31.3B 🔹 Net New Assets: $56.3B 🔹 Client Assets: $5.2T; UP +11% YoY 🔹 Pretax Margin: XXXX% Investment Management 🔹 Revenue: $1.44B;" @wallstengine on X 2025-07-16 11:35:17 UTC 72.6K followers, 10.8K engagements
"$BTU is a cash-rich coal leader set to ride X tailwinds: EPA rollback adds years of high-margin U.S. tonnage Newcastle export prices boost every $10/t by $XXX M EBITDA and its XXX GW RWE solar-land JV unlocks steady royalty cash without extra capex. With Centurion met coal ramping and buybacks already shrinking float Peabody offers durable FCF inflation-proof assets and an under-appreciated clean-energy kickerall at X EV/EBITDA" @wallstengine on X 2025-07-18 16:44:17 UTC 72.7K followers, 7329 engagements
"OpenAIs opening its first Washington officeThe Workshopto give lawmakers educators and nonprofits hands-on time with AI tools and help shape policy per Semafor. Will be Led by ex-Andurils Joe Larson and Chan Park. Altmans hardware push still on track for 2026" @wallstengine on X 2025-07-21 20:38:00 UTC 73K followers, 7207 engagements
"$GT SELLS DUNLOP BRAND TO SUMITOMO RUBBER FOR $701M Goodyear announced the sale of its Dunlop brand in Europe North America and Oceania to Sumitomo Rubber Industries (SRI) for $701M. The deal includes trademarks IP and inventory with proceeds aimed at reducing debt and driving growth under Goodyear Forward. Key details: $526M for Dunlop IP $105M transition fee $70M inventory purchase estimate TLA extends Dunlop tire sales until 2025 (potentially 2026). 5-year TOA: SRI to purchase 4.5M tires/year. Goodyear retains Dunlop rights for motorcycle tires in Europe and Oceania. Transaction closes" @wallstengine on X 2025-01-08 09:00:44 UTC 72.7K followers, 2875 engagements
"BESSENT ON TARIFFS AUG X DEADLINE: IS A PRETTY HARD DEADLINE" @wallstengine on X 2025-07-22 11:42:58 UTC 73K followers, 8941 engagements
"Jefferies hikes its price target on Unity $U to a Street-high $XX from $XX citing upbeat views on its Vector product. Analyst Brent Thill says the benefits from Vector should build over several quarters and notes solid quarter-over-quarter progress. Maintains Buy" @wallstengine on X 2025-07-16 12:21:01 UTC 72.7K followers, 10.9K engagements
"PROSECUTORS QUESTION DOCTORS ON $UNH'S MEDICARE BILLING WSJ reports the DOJs criminal health-fraud unit is investigating UnitedHealths Medicare billing practices. Former employees were questioned about how the company used doctors and nurses to gather diagnoses that boosted federal payments. Investigators asked about coding practices special training for doctors to record lucrative diagnoses bonus payments tied to coding and nurse home visit programs. UnitedHealth said it welcomes reviews and stands by the integrity of its Medicare Advantage program" @wallstengine on X 2025-07-09 09:34:03 UTC 72.7K followers, 57K engagements
"PsiQuantum plans to launch a $1B+ utility-scale quantum computer in Chicago by 2028well ahead of rivals. The 1M-qubit system will anchor Illinois new quantum park with expected applications in drug discovery batteries and fertilizer. Backers include BlackRock" @wallstengine on X 2025-07-21 20:46:12 UTC 73K followers, 11.7K engagements
"Novo Nordisk $NVO submits a new higher dose (7.2mg) of Wegovy to the EMA after trials showed XX% average weight loss with a third of patients losing 25%+. Safety profile consistent with current 2.4mg dose. Another push by Novo Nordisk to expand its obesity treatment portfolio" @wallstengine on X 2025-07-08 13:15:27 UTC 72.8K followers, 10.1K engagements
"Wells Fargo Raises $MBLY PT to $XX from $XX Maintains Overweight Rating Analyst comments: "Intel Share Sale: MBLY announced that Intel is commencing a secondary offering of 45M MBLY Class A shares ($840M at 7/8 closing price) + add'l 6.75M 30-day option. Intel is also planning to voluntarily convert an add'l 50M Class B shares into Class A (1:1) but notes it intends to hold these shares at this time and the sole purpose of the conversion is to increase the number of Class A shares issued and outstanding. Exiting 1Q25 Intel held 711.5M Class B shares (87.6% s/o; XXXX% voting right). That said" @wallstengine on X 2025-07-09 10:09:53 UTC 72.9K followers, 7218 engagements
"Raymond James Downgrades $WFC to Market Perform from Outperform PT Not Specified Analyst comments: "We are downgrading our rating on the shares of Wells Fargo to Market Perform from Strong Buy. WFC shares are up XXXX% since we raised our EPS estimates following the removal of the asset cap reaching our target price. While we remain bullish on Wells Fargos growth prospects and continued profitability improvement we believe upside to its EPS estimates is now appropriately reflected in its premium valuation limiting near-term upside to WFC shares. After posting a 52-week high on Thursday July 3" @wallstengine on X 2025-07-07 09:41:09 UTC 72.7K followers, 5331 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ +0.11% 🟩 $DJI -XXXX% 🟥 $IWM unch" @wallstengine on X 2025-07-17 13:31:11 UTC 72.9K followers, 17.6K engagements
"CHINAS JUNE TRADE DATA TOPPED EXPECTATIONS exports rose XXX% y/y (vs XXX% est) imports up XXX% (vs XXX% est). New yuan loans for H1 came in at 12.92T also beating. PBOC says financial support for the real economy remains strong" @wallstengine on X 2025-07-14 07:21:49 UTC 72.8K followers, 12.6K engagements
"UMICH SENTIMENT (PRELIM - JUL): XXXX VS. XXXX EST. (PRIOR 60.7) 1Y INFLATION EXPS: XXX% VS. XXX% PRIOR 5-10Y INFLATION EXPS: XXX% VS. XXX% PRIOR" @wallstengine on X 2025-07-18 14:00:57 UTC 72.6K followers, 6919 engagements
"ICYMI: Eos Energy Enterprises $EOSE added to Russell Small Cap Comp Growth Index" @wallstengine on X 2025-06-30 18:05:44 UTC 73K followers, 9140 engagements
"Barclays Maintains Overweight Rating on $FSLR Lowers PT to $XXX from $XXX Analyst comments: "We don't expect the 2Q earnings call to be all that exciting as bookings will be light FY guidance will likely not be revised higher and language/tone about the implications around OBBB may be relatively muted given the outstanding Executive Order but are still positive on medium to long-term outlook. Into the print: We get the sense from our conversations with investors that the buyside may be expecting FSLR to talk up how positive the OBBB is for them but we are inclined to think that management" @wallstengine on X 2025-07-15 12:13:35 UTC 72.7K followers, 11.5K engagements
"The FCC is preparing to ban submarine cables linked to the U.S. that contain Chinese tech or equipment according to the Financial Times. $CIEN $GLW $LITE" @wallstengine on X 2025-07-16 17:40:19 UTC 72.8K followers, 9206 engagements
"WHITE HOUSE: TRUMP HAS NO PLANS TO FIRE FED CHAIR" @wallstengine on X 2025-07-21 19:28:42 UTC 73K followers, 15K engagements
"$UAVS AgEagles eBee TAC drone just got Blue UAS certification from the U.S. Defense Dept. clearing it for federal procurement. The 3.5-lb fixed-wing drone is built for tactical recon and meets the latest NDAA compliance standards" @wallstengine on X 2025-07-18 12:04:56 UTC 72.7K followers, 7629 engagements
"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD" @wallstengine on X 2025-07-01 09:28:38 UTC 72.9K followers, 13.4K engagements
"ROBLOX $RBLX is rolling out new teen safety features including video selfie-based age estimation and Trusted Connections chat for verified users 13+. Parents get more control too with tools to monitor connections screen time and spending" @wallstengine on X 2025-07-17 11:05:33 UTC 73K followers, 7315 engagements
"According to SemiAnalysis xAIs new Colossus X cluster uses Credos $CRDO 800GbE Active Electrical Cables for short-distance connections under X meters Nvidias Spectrum-X SN5600 Ethernet switches and a mix of 800GbE SR8 and DR8 optics for short to medium-range networking. On the NIC side its running 400GbE SR4 optics with Nvidia ConnectX NICs" @wallstengine on X 2025-07-22 19:53:52 UTC 73K followers, 7003 engagements
"FDA's advisory committee voted 5-3 against the overall benefit-risk profile of $GSK's belantamab mafodotin when used with bortezomib and dexamethasone saying it's not favorable at the proposed dose for the intended patient group" @wallstengine on X 2025-07-17 16:43:44 UTC 73K followers, 5905 engagements
"$ASML Q225 Earnings Highlights 🔹 Revenue: 7.69B (Est. 7.51B) 🟢; +23% YoY 🔹 EPS: XXXX (Est. 5.22) 🟢;+47% YoY 🔹 Gross Margin: XXXX% (Est. 51.9%) 🟢; +220bps YoY 🔹 Net Bookings: 5.54B (Est. 4.80B) 🟢; -XXX% YoY Guidance 🔹 FY25 Revenue Growth: XX% YoY (Prior: 3035B) 🔹 FY25 Gross Margin: XX% (Prior: 51%53%) 🔹 Q3 Revenue: 7.4B7.9B (Est. 8.21B) 🟡 🔹 Q3 Gross Margin: 50%52% (Est. 51.4%) 🟡 Other Key Q2 Metrics: 🔹 Net Income: 2.29B; UP +45% YoY 🔹 New Lithography Systems Sold: XX units; -XX% YoY Business Commentary 🔸 Memory demand remains strong driven by HBM & DDR5 investments 🔸 China" @wallstengine on X 2025-07-16 05:30:00 UTC 73K followers, 101.6K engagements
"$JNJ Johnson & Johnson Q225 Earnings Highlights 🔹 Revenue: $23.74B (Est. $22.86B) 🟢; +5.8% YoY 🔹 Adj. EPS: $XXXX (Est. $2.68) 🟢; -XXX% YoY FY25 Guidance 🔹 Reported Sales: $93.2B$93.6B (Est. $91.3B) 🟢 🔹 Adj. EPS: $10.63$10.73 (Est. $10.61) 🟢; +7.0% YoY 🔹 Adj. Oper Revenue Growth: +3.2% to +3.7% (Prior: +2.0% to +3.0%) 🔹 Operational Sales: $92.7B$93.1B (Prior: $91.6B$92.4B) Segment Revenue 🔹 Innovative Medicine: +2.4% YoY 🔹 MedTech: +4.1% YoY Regional Revenue (Adjusted Operational) 🔹 U.S.: +5.0% YoY 🔹 International: +0.4% YoY Other Q2 Metrics: 🔹 Net Income: $5.54B; +18.2% YoY 🔹" @wallstengine on X 2025-07-16 10:25:29 UTC 72.9K followers, 12.3K engagements
"Edgewater says QTD sales trends for $CHWY look in line with June showing slight moderation. Still the outlook stays constructive as the company continues to gain share and drive customer acquisition" @wallstengine on X 2025-07-14 10:44:02 UTC 72.7K followers, 6739 engagements
"TD Cowen Initiates Coverage on $NCLH with Buy Rating PT $XX Analyst comments: "We believe NCLH has been unduly punished for yield headwinds this year. After a weak Q1 on drydock-related repositionings NCLH lowered FY25E yield guide to XX% (from 3%) on the last call due to soft US bookings into Europe for Q3 amid March/April tariff uncertainty. We see these as temporary headwinds and note course-corrections for next year including shorter Europe sailings and more Caribbean in the mix. Project yield reacceleration to X% in Q425E XXX% in 26E; estimate recent charter deals boost 2728E yield 100" @wallstengine on X 2025-07-22 09:49:24 UTC 73K followers, 6434 engagements
"Mattel $MAT's Barbie just dropped its first-ever doll with Type X diabetes. Comes with a CGM on her arm an insulin pump on her waist and even Barbie-pink medical tape" @wallstengine on X 2025-07-08 20:07:17 UTC 72.8K followers, 22.7K engagements
"$WFC Wells Fargo Q225 Earnings Highlights 🔹 Revenue: $20.82B (Est. $20.76B) 🟢;+1% YoY 🔹 EPS: $XXXX (Est. $1.40) 🟢;+20% YoY 🔹 NII: $11.71B (Est. $11.83B) 🔴;DOWN -X% YoY Guidance 🔹 Sees FY NII about $47.7B (Est. $47.92B) 🟡 Other Metrics 🔹 Provision for credit losses: $1.01B (Est. $1.16B) 🟢;-19% YoY 🔹 Non-interest expenses: $13.38B (Est. $13.40B) 🟢;+1% YoY 🔹 Total avg. loans: $916.7B (Est. $913.44B) 🟢 🔹 Total avg. deposits: $1.33T (Est. $1.35T) 🔴;-1% YoY 🔹 Non-performing assets: $7.96B (Est. $8.68B) 🟢;-8% YoY 🔹 ROE: 12.8%;+1.3 pp YoY CEO Commentary 🔸 Our second quarter" @wallstengine on X 2025-07-15 11:02:13 UTC 73K followers, 8326 engagements
"$KVUE KENVUE NAMES NEW ASIA PACIFIC PRESIDENT Ellie Bing Xie will step down as Group President Asia Pacific on July XX with Andy Dasgupta taking over the role. Dasgupta brings nearly XX years of global CPG leadership as the region posts $3B in FY24 net sales. Xie will assist with the transition through August 8" @wallstengine on X 2025-06-24 20:11:12 UTC 72.7K followers, 7119 engagements
"Morgan Stanley Downgrades $CRWD to Equalweight from Overweight Raises PT to $XXX from $XXX Analyst comments: "We move CrowdStrike to Equal-weight. Three key factors balance the risk/reward in the near-term: 1) Valuation: While confident in CrowdStrike's long-term growth story even with an imbedded 2H re-acceleration and 'normalizing' trends next year the current 21x EV/2026E Sales multiple presents a sizable premium to the large cap software peer average at 12x a premium that persists even when adjusted for growth rates (1.0x EV/S/G vs. 0.8x); 2) High Investor Expectations: CrowdStrike put up" @wallstengine on X 2025-07-14 07:55:09 UTC 72.8K followers, 9253 engagements
"$UBER is teaming up with Chinas Baidu $BIDU to roll out robotaxis in Asia and the Middle East later this year. Baidus Apollo Go AVs will run on Ubers platform through a multi-year deal. The fleet has already completed over XX million rides across XX cities" @wallstengine on X 2025-07-15 12:07:33 UTC 73K followers, 68K engagements
"$PARA David Ellison met with the FCC this week to pitch the ParamountSkydance merger arguing it would serve the public interest. Skydance confirmed the meeting in a filing as the companies work to get regulatory approval for the $8.4B deal" @wallstengine on X 2025-07-18 18:52:55 UTC 72.8K followers, 7331 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.18% 🟩 $QQQ +0.52% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-21 20:01:06 UTC 73K followers, 13.4K engagements
"Cantor Fitzgerald Reiterates Overweight Rating on $KTOS Maintains PT at $60; 'we think this time market sentiment is under-appreciating the upside and sustainability ' Analyst comments: "While Kratos shares have rallied ahead of the expected X-58 service entry we believe market sentiment is still underestimating both the upside and sustainability of KTOSs growth trajectory. Unlike the 'winner-take-all' dynamics implied by the Collaborative Combat Aircraft (CCA) program we view Group XX drones as part of a broader array of service-branch solutions with different platforms tailored to different" @wallstengine on X 2025-07-18 10:37:33 UTC 72.6K followers, 7354 engagements
"SIEMENS CEO: GERMANYS INDUSTRIAL DATA IS KEY TO AI ADVANTAGE We are sitting on a massive amount of data says Siemens CEO Roland Busch urging Germany to tap into its industrial base to lead in AI. Siemens is expanding AI partnerships with NVIDIA and others but Busch says EU regulation still needs major reform" @wallstengine on X 2025-07-21 08:50:22 UTC 73K followers, 9599 engagements
"$BZAI LANDS $120M HYBRID AI DEAL IN ASIA Blaize locked in a contract with Starshine Computing worth at least $120M over XX months to roll out hybrid AI infrastructure across X Asian markets starting Q3. The deal targets smart cities & expands Blaizes GSP-GPU tech into a $112B regional AI opportunity" @wallstengine on X 2025-07-18 11:57:13 UTC 72.7K followers, 6096 engagements
"$GM General Motors Q2'25 Earnings Highlights 🔹 Revenue: $47.12B (Est. $46.28B) 🟢; -XXX% YoY 🔹 Adj. EPS: $XXXX (Est. $2.44) 🟢; -XXXX% YoY Tariff Impact 🔸 Q2 Net Tariff Drag: $1.1B 🔸 Expects Q3 Tariff Impact Q2 🔸 Plans to mitigate at least XX% of full-year $4B$5B burden FY25 Guidance (Unchanged) 🔹 Adj. EPS: $8.25$10.00 (Est. $9.37) 😐 🔹 Adj. EBIT: $10.0B$12.5B (Est. $11.37B)😐 🔹 Capex + Battery JV Spend: $10B$11B 🔹 Adj. Automotive FCF: $7.5B$10.0B 🔹 Capital Spend Outlook (CY2627): $10B$12B Q2 North America 🔹 Adj. EBIT: $2.42B (Est. $2.75B) 🔴; DOWN -XXXX% YoY 🔹 Adj. EBIT Margin:" @wallstengine on X 2025-07-22 10:37:06 UTC 73K followers, 10.4K engagements
"Bernstein SocGen Group Maintains Market Perform on $LYFT Raises PT to $XX from $XX Analyst comments: "Can we go back-to-back We are broadly constructive on LYFT into print. We are expecting Q2 to land in-line with guidance towards the upper end of managements range. We forecast XX% Y/Y GB growth and $125M in Adjusted EBITDA (Q1 had G&A help that we dont run-rate). We dont think LYFT needs a blow out quarter a straightforward print with modest upward bias to numbers is probably enough to start establishing a more consistent track record (would help the multiple). LYFT should offer color on the" @wallstengine on X 2025-07-21 14:57:19 UTC 72.9K followers, 6780 engagements
"Raymond James Reiterates Outperform on $GOOGL Maintains PT at $XXX Analyst comments: "The Call: We are tactically positive on the GOOG setup as our checks indicated: 1) an unexpected uptick in Vertex/GCP momentum (cited as the primary reason behind recent Azure migrations from a GCP contact and as an emerging important secondary source for customers who face Claude token constraints at AWS Bedrock) and a 2) Buy the traffic dip mentality from SEO advertisers who are seeing a reduction in organic traffic due to AIO/AIM. Our bottoms-up GOOG search traffic build indicates (link) LSD% clicks" @wallstengine on X 2025-07-22 11:53:14 UTC 73K followers, 7288 engagements
"Denmarks EIFO and the Novo Nordisk Foundation are investing 80M to establish QuNorth a Nordic quantum initiative that will host the worlds most powerful commercial quantum computer Magne built by Microsoft $MSFT and Atom Computing. Set to go live by early 2027 Magne will be among the first Level X systems globally running on logical qubits and giving Nordic researchers and companies rare direct access to next-gen quantum hardware. Magne will be fully Danish-owned and based in Copenhagen with EIFO and Novo Nordisk Foundation each putting up 40M. The system will be built using Atoms neutral" @wallstengine on X 2025-07-17 16:52:29 UTC 72.8K followers, 6020 engagements
"Bill Gates is pledging XX% of his $168B fortune to the Gates Foundation which will now close in 2045. Thats $107B more going toward global health education and poverty over the next XX years. The foundation will spend $200B in total before winding down" @wallstengine on X 2025-05-08 12:17:39 UTC 72.9K followers, 8371 engagements
"TRUMP: Too Late and the Fed are choking out the housing market with their high rate making it difficult for people especially the young to buy a house. He is truly one of my worst appointments. In many ways the Board is equally to blame" @wallstengine on X 2025-07-18 10:47:37 UTC 72.9K followers, 19.6K engagements
"$MBLY also signed a new supply deal with $TSM to manufacture imaging radar and future EyeQ products expanding beyond STMicro" @wallstengine on X 2025-07-08 20:16:15 UTC 72.6K followers, 7569 engagements
"$MEDP CRUSHES Q2 EPS hits $XXXX vs est. $XXXX. Revenue blows past at $603M vs $539M expected. FY25 guidance raised across the boardnow sees rev between $2.42B$2.52B and EPS topping $XX. Also dropped a $500M+ buyback" @wallstengine on X 2025-07-21 20:36:08 UTC 73K followers, 9610 engagements
"AIRBUS TO MEET DELIVERY GOALS WITH XXX MORE PLANES NEEDED IN Q4 MAINTAINS FY OUTLOOK Airbus reaffirmed its goal of delivering roughly XXX planes in 2024 needing to ship XXX more in Q4 to meet its target. Q3 earnings beat expectations with net profit up XX% to 983M and adjusted EBIT rising XX% to 1.41B. Revenue increased by X% to 15.69B surpassing analyst estimates. Airbus maintained its 2024 guidance projecting adjusted EBIT around 5.5B and free cash flow before customer financing at approximately 3.5B. CEO Guillaume Faury responding to supply chain and geopolitical challenges underscored the" @wallstengine on X 2024-10-31 08:15:37 UTC 72.9K followers, 2618 engagements
"US LIFTS CHIP SOFTWARE CURBS ON CHINA The US just lifted export restrictions on chip design software to China in a trade truce move. Synopsys $SNPS and Cadence $CDNS confirmed they're restoring access to Chinese customers after the Commerce Department reversed its May restrictions. Siemens EDA is also resuming China sales. This comes as China agreed to review rare earth export applications while the US cancels related curbs aiming to stabilize critical tech supply chains" @wallstengine on X 2025-07-03 06:58:18 UTC 72.9K followers, 18.3K engagements
"BESSENT: ABOUT TO ANNOUNCE A RASH OF TRADE DEALS WITHIN DAYS; WILL MEET CHINA COUNTERPARTS IN STOCKHOLM MON TU" @wallstengine on X 2025-07-22 11:46:30 UTC 73K followers, 11.2K engagements
"Tesla $TSLA has tapped Raj Jegannathan an IT exec with no traditional sales background to run company sales per Reuters. Internally many see him as replacing Troy Jones who previously led North America sales. Jegannathan has reportedly grown closer to CEO Elon Musk in recent months" @wallstengine on X 2025-07-18 20:01:31 UTC 72.9K followers, 8832 engagements
"LIBERATION WEEK XXX $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥 Here's a final weekly heatmap of S&P 500" @wallstengine on X 2025-07-11 20:01:03 UTC 72.9K followers, 9184 engagements
"BofA: TRUMPS NEW TARIFFS REINFORCE NO FED CUTS THIS YEAR CALL Bank of America says Trumps proposed XX% tariffs on EU and Mexican importsset for Aug 1raise the U.S. effective tariff rate by 4pts adding about 30bps of stagflation risk. With inflation uncertainty rising BofA says this strengthens their out-of-consensus view that the Fed wont cut rates in 2025" @wallstengine on X 2025-07-14 20:59:06 UTC 72.9K followers, 12.3K engagements
"Rosenblatt Initiates Coverage on $GTLB with Buy Rating PT $XX Analyst comments: "GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased" @wallstengine on X 2025-07-15 08:32:50 UTC 72.9K followers, 6414 engagements
"$KC Kingsoft Cloud Q1'25 Earnings Highlights: 🔹 Adj. EPS: (RMB 0.08) (Est. RMB -0.62) 🟢 🔹 Revenue: RMB 1.97B (Est. RMB 2B) 😐; +10.9% YoY 🔹 Non-GAAP Gross Margin: XXXX% Segment Performance: 🔸 AI Gross Billing: RMB 525M; +228% YoY now XX% of Public Cloud 🔹 Public Cloud Revenue: RMB 1.35B; +14.0% YoY -XXX% QoQ 🔹 Enterprise Cloud Revenue: RMB 616.5M; +4.8% YoY -XXXX% QoQ Profitability & Expenses: 🔹 Cost of Revenue: RMB 1.65B; +11.4% YoY IDC Cost: RMB 722.8M; -XXX% YoY Depreciation/Amortization: RMB 378.5M; Up significantly YoY 🔹 Total OpEx: RMB 552.5M; -XXX% YoY +17.7% QoQ S&M: RMB" @wallstengine on X 2025-05-29 09:14:54 UTC 72.7K followers, 9714 engagements
"Reuters reports that Rocket Lab $RKLB and Stoke Space has been approached to compete for future launch contracts tied to Trumps $175B Golden Dome missile defense initiative" @wallstengine on X 2025-07-22 15:41:17 UTC 73K followers, 16.1K engagements
"Richtech Robotics' $RR R&D team is hinting at the upcoming unveiling of ADAM V3 their latest version of the AI robot" @wallstengine on X 2025-07-22 22:57:43 UTC 73K followers, 14.9K engagements
"MCDONALDS SNACK WRAP COMEBACK SPARKS LETTUCE SHORTAGE Snack Wraps returned July XX and instantly drove a traffic surgeup XXXX% that day per Placer. ai. The spike caused brief lettuce shortages with $MCD's telling U.S. stores to hold it from McChickens and offer McNuggets or McDoubles instead. Demand blew past projections as customers flocked back after a tough Q2 with U.S. sales down 3.6%. Wraps are priced at $XXXX. Source: WSJ" @wallstengine on X 2025-07-18 19:51:18 UTC 73K followers, 8272 engagements
"$LW on watch amid vague takeover chatter after JANA Partners won six board seats. JANA initially pushed for a sale. $POST was reportedly interested in Lamb Weston in the past" @wallstengine on X 2025-06-30 14:23:26 UTC 72.8K followers, 6457 engagements
"ALPHABET $GOOGL IS ON ITS LONGEST 10-DAY WINNING STREAK SINCE 2010JUST AHEAD OF EARNINGS" @wallstengine on X 2025-07-22 20:23:51 UTC 73K followers, 14.8K engagements
"$BULL FILES TO OFFER UP TO 75.2M CLASS A SHARES Webull may sell up to 75M Class A shares to YA II PN LTD. under a $1B standby equity agreement signed July X. YA also received 159236 shares as commitment shares at a deemed price of $12.56" @wallstengine on X 2025-07-18 21:26:21 UTC 73K followers, 39.6K engagements
"Palo Alto clarified that it hasnt denied todays rumors about a possible acquisition of SentinelOne $S. $PANW spokesperson told Investing. com We do not comment on rumor or speculation.Earlier reports had suggested PANW outright denied the rumors but thats not the case" @wallstengine on X 2025-07-21 19:19:25 UTC 73K followers, 14.6K engagements
"$LMT SENATE PANEL BACKS XX F-35'S FOR AIR FORCE IN FY26 PROPOSAL" @wallstengine on X 2025-07-11 14:08:51 UTC 72.9K followers, 7842 engagements
"BofA Securities Reiterates Buy Rating on $CHWY Maintains PT at $XX Analyst comments: "Vet Care & Pharmaceuticals is a $40bn market per the APPA making pet care the second-largest expense for owners after Food & Treats. We expect growth to accelerate in 26/27 on improving pet adoption trends and as pets adopted during COVID enter senior years trends that Chewy is well-positioned to capitalize upon with a growing veterinary practice and leading Pharmacy share. Based on our estimates for CVC locations to ramp and customer penetration to increase for Pharmacy we see potential for $1bn+ in revenue" @wallstengine on X 2025-07-15 10:17:26 UTC 72.7K followers, 7185 engagements
"Today's Key Events (All EST) 07/10/2025 08:30: US Initial Jobless Claims 09:00: Fed's Musalem 13:00: US 30-Year Bond Auction 13:15: Fed's Waller 14:30: Fed's Daly Before Open 👇 06:30: Delta Air Lines $DAL 06:45: Helen of Troy $HELE 07:00: Simply Good Foods $SMPL 07:30: Conagra Brands $CAG 08:00: Byrna Technologies $BYRN After Hours 👇 04:00: PriceSmart $PSMT 04:10: Levi Strauss $LEVI 04:15: E2open Parent Holdings $ETWO After Close: WD-40 $WDFC After Close: Vista Energy $VIST" @wallstengine on X 2025-07-10 07:17:51 UTC 72.9K followers, 11.7K engagements
"$TLN TO BUY TWO GAS PLANTS FOR $3.5B NET: Talen Energy is acquiring gas-fired plants in Pennsylvania and Ohio from Caithness and BlackRock in a $3.5B net deal adjusted for tax benefits. The gross purchase price is about $3.8B. The move boosts Talens annual generation by XX% and is expected to be over XX% accretive to free cash flow/share in 2026 rising to XX% through 2029. Deal includes $3.8B in new debt financing from Citi and RBC. Both deals are set to close in Q4 2025 pending regulatory approvals" @wallstengine on X 2025-07-17 20:26:19 UTC 73K followers, 19.5K engagements
"OCEANEERING LANDS $80$90M ROV SERVICES DEAL IN ANGOLA $OII has been awarded a 3-year contract by Esso Exploration Angola (an ExxonMobil affiliate) to support offshore operations in Block XX. The deal which began July X is expected to bring in $80M$90M in revenue. The work includes ROV services IWOCS systems subsea inspections hydrate remediation and more. Oceaneering called the renewal a key win in a strategic region reinforcing its position in Angolas offshore sector" @wallstengine on X 2025-07-14 12:10:00 UTC 72.7K followers, 6825 engagements
"TRUMP ON NO TAX ON CAPITAL GAINS ON HOUSE: THINKING ABOUT THAT" @wallstengine on X 2025-07-22 16:03:12 UTC 73K followers, 12K engagements
"COCA-COLA TO LAUNCH US CANE SUGAR OFFERING THIS FALL" @wallstengine on X 2025-07-22 11:11:32 UTC 73K followers, 9674 engagements
"BofA Securities Upgrades $CSX to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade CSX to Buy from Neutral and increase our price objectives for CSX and Norfolk Southern given increased potential for M&A discussions to drive valuation interest in U.S. railroads higher. Additionally CSXs internal service improvements warrant a valuation revisit. We increase our price objective to $XX from $XX based on a 21.5x multiple on our 2026 EPS estimate (up from 20.5x on 2025 estimates) which is the top of the 18.5x21.5x five-year one standard deviation trading range of the Class 1" @wallstengine on X 2025-07-17 11:57:36 UTC 72.9K followers, 6104 engagements
"3M $MMM: DEMAND IN CONSUMER SEGMENT LIKELY TO REMAIN SLOW DUE TO THE SUBDUED U.S. RETAIL ENVIRONMENT" @wallstengine on X 2025-07-18 13:16:37 UTC 72.7K followers, 7502 engagements
"HOUSING STARTS 1.321M EST. 1.3M; UP XXX% BUILDING PERMITS 1.397M EST. 1.387M; UP 0.2%" @wallstengine on X 2025-07-18 12:33:08 UTC 72.7K followers, 7697 engagements
"$NSC $CSX REPORTEDLY Berkshire-owned BNSF is considering a bid for a rival railway per industry chatter" @wallstengine on X 2025-07-21 21:19:22 UTC 73K followers, 9353 engagements
"OpenAI will begin using $GOOGL Cloud infrastructure for ChatGPT and its API in several countries including the U.S. Japan the Netherlands Norway & the UK. While $msft remains a key partner OpenAI has added Google CoreWeave & Oracle to help meet rising compute demands-CNBC" @wallstengine on X 2025-07-16 19:44:42 UTC 73K followers, 23.8K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.26% 🟩 $QQQ +0.09% 🟩 $DJI +0.37% 🟩 $IWM +0.60% 🟩" @wallstengine on X 2025-07-16 13:30:40 UTC 72.9K followers, 19.1K engagements
"$DJT TRUMP MEDIA ANNOUNCES ITS PURCHASES FOR BITCOIN TREASURY REACH $X BILLION" @wallstengine on X 2025-07-21 12:55:12 UTC 73K followers, 9996 engagements
"$JD founder Richard Liu says the company lost its way over the past five years calling it the "darkest period" in JDs history. Now hes leading a turnaround with plans to enter food delivery travel and Europes e-commerce market by 2026. Liu is taking on Meituan and Alibaba with steep subsidies new hotel and flight booking services and JDs logistics strength. About XX% of new food delivery users are converting to JDs e-commerce platform per Liu. Hell shift focus to global growth while CEO Sandy Xu runs domestic operations" @wallstengine on X 2025-06-18 08:34:02 UTC 72.7K followers, 11.8K engagements
"$STLA WARNS OF 2.3B LOSS IN H1'25 Stellantis expects a 2.3B net loss and 3B negative free cash flow in H1. Shipments dropped X% YoY to 1.4M units North America down 25%. Revenue estimated at 74.3B vs. 85B last year. Tariffs hit early. Guidance remains withdrawn" @wallstengine on X 2025-07-21 07:54:55 UTC 73K followers, 6826 engagements
"Oppenheimer Raises $TLN PT to $XXX from $XXX - Outperform Analyst comments: "An upsized Susquehanna/AWS PPA the opportunity to sign a data center deal at Montour and the potential for M&A give us confidence that Talen Energy shares can trade higher. The upsized PPA adds approximately $XX per share of incremental value (on top of the original $XX per share) and a Montour deal could add another $XX per share-plus of value. Separately M&A activity in PJM remains robust (e.g. NRG/LS Power) and TLN could participate as a way to expand generation capacity. Additionally the 2026/2027 PJM BRA" @wallstengine on X 2025-07-11 10:06:08 UTC 72.7K followers, 6954 engagements
"HUMANA $HUM DROPS SHARPLY AFTER LOSING MEDICARE BONUS PAYMENT LAWSUIT per Bloomberg" @wallstengine on X 2025-07-18 14:09:41 UTC 73K followers, 11.9K engagements
"Goldman Sachs analyst Christine Cho upgraded McDonald's $MCD from Neutral to Buy with a price target of $345.00" @wallstengine on X 2025-07-10 09:15:29 UTC 72.7K followers, 5737 engagements
"Goldman Sachs $GS has posted the best stock-trading quarter in Wall Street history raking in $4.3B in Q2 equities revenue$600M above estimates and topping last quarter by $100M" @wallstengine on X 2025-07-16 14:10:19 UTC 72.7K followers, 10.9K engagements
"BofA Securities Reiterates Buy Rating on $GOOGL Raises PT to $XXX from $XXX Analyst comments: "Alphabet reports on 7/23. We are slightly raising our above-Street estimates based on positive search checks stable 2Q ad spending that improved as the quarter progressed improved macro conditions and FX tailwinds. We now forecast 2Q revenue/EPS of $81B/$2.21 up from $80B/$2.15 and above Street estimates of $79.5B/$2.15. We expect search revenue to grow XX% year-over-year (vs. Street at 9%). For Google Cloud we estimate $13.2B in revenue (vs. Street $13.1B) with Workspace pricing increases offering" @wallstengine on X 2025-07-18 14:36:55 UTC 72.9K followers, 11K engagements
"Autodesk $ADSK has reportedly walked away from a potential acquisition of $PTC according to Bloomberg. The cash-and-stock deal wouldve ranked among the years largest with PTC valued at $23.2B and Autodesk at $60B. In a new filing Autodesk didnt mention PTC by name but said it remains focused on organic growth smaller tuck-in deals and share buybacks" @wallstengine on X 2025-07-14 12:34:07 UTC 72.7K followers, 6674 engagements
"$TSM TSMC Q2'25 Detailed Earnings Highlights: 🔹 Revenue: $XXXXX B (Est. $XXXXX B) 🟢; +44.4% YoY 🔹 Net Income: $XXXX B (Est. $XXXX B) 🟢; +60.7% YoY 🔹 EPS: $XXXX (Est. $2.12) 🟢; +60.7% YoY 🔹 Gross Margin: XXXX% (Est. 58%) 🟢; +5.4 pp YoY 🔹 Operating Margin: XXXX% (Est. 48%) 🟢; +7.1 pp YoY 🔹 Wafer Shipments: 3718K 12"-eq; UP +19% YoY Q3'25 Guidance 🔹 Revenue: $31.8B$33.0B (Est. $31.72B) 🟢 🔹 Gross Margin: 55.5%57.5% (Est. 57.2%) 🟡 🔹 Operating Margin: 45.5%47.5% (Est. 46.9%) 🟡 FY25 Outlook: 🔹 Revenue Growth Raised: +30% YoY to $117B (prior mid-20%) 🟡 🔹 CapEx: $38B$42B" @wallstengine on X 2025-07-17 07:21:11 UTC 73K followers, 42.4K engagements
"TRUMP TO OPEN 401K MARKET TO CRYPTO GOLD AND PRIVATE EQUITY FT Donald Trump is preparing to sign an executive order that could open up Americas $9T retirement market to crypto metals private equity and more. The order would direct agencies to clear the path for 401k plans to hold alternative assets. Its part of a broader push to mainstream crypto and private capital in retirement savings" @wallstengine on X 2025-07-17 21:05:05 UTC 73K followers, 41.2K engagements
"$MSFT SNAPS UP DEEPMIND TALENT CNBC Microsoft has hired around two dozen former Google DeepMind employees in recent months including key engineers behind Googles Gemini assistant CNBC reports. The hires are part of its ongoing push to strengthen its consumer-facing AI tools like Copilot and Bing under the leadership of Mustafa Suleyman who himself co-founded DeepMind. Notable recent additions include Amar Subramanya and Adam Sadovsky both long-time Google vets now serving as corporate VPs at Microsoft AI. Others like Sonal Gupta and Jonas Rothfuss also joined from DeepMind as technical staff" @wallstengine on X 2025-07-22 16:41:35 UTC 73K followers, 7078 engagements
"$SAP Q2'25 Earnings Highlights 🔹 Revenue: 9.03B (Est. 9.07B) 🔴 🔹 EPS (Basic Non-IFRS): XXXX (Est. 1.67) 🔴 🔹 Cloud: 5.13B (Est. 5.17B) 🔴; +24% YoY 🔹 Cloud & Software: 7.97B (Est. 7.99B) 🔴; +11% YoY FY25 Guidance (At CC) 🔹 Cloud Revenue: 21.6B21.9B; UP +26% to +28% YoY 🔹 Cloud & Software Revenue: 33.1B33.6B; UP +11% to +13% YoY 🔹 Non-IFRS Operating Profit: 10.3B10.6B; UP +26% to +30% YoY 🔹 Free Cash Flow (Actual FX): 8.0B; UP +89% YoY 🔹 Non-IFRS Effective Tax Rate: XX% Q2 Cloud Metrics 🔹 Cloud ERP Suite: 4.42B; UP +30% YoY 🔹 Current Cloud Backlog: 18.1B; UP +22% YoY 🔹 SaaS/PaaS:" @wallstengine on X 2025-07-22 20:36:36 UTC 73K followers, 13.1K engagements
"HESS WINS ARBITRATION VS EXXON CLEARING PATH FOR $53B CHEVRON DEAL Chevron $CVX can move ahead with its acquisition of Hess after winning arbitration against $XOM over rights to Guyanas Stabroek Block. The ruling clears access to over 11B barrels of oil" @wallstengine on X 2025-07-18 10:39:32 UTC 72.6K followers, 7276 engagements
"Feds Christopher Waller says hell vote for a XX bp rate cut at the July FOMC meeting citing softening GDP growth stalling private-sector hiring and inflation now close to target once tariff effects are stripped out. He warns waiting could risk falling behind" @wallstengine on X 2025-07-17 22:33:24 UTC 73K followers, 32.4K engagements
"Bank of America sees no U.S. recession or Fed rate cuts in 2025 citing strong consumer spending and sticky goods inflation" @wallstengine on X 2025-07-21 15:49:41 UTC 73K followers, 7762 engagements
"Vail Resorts $MTN just slashed its full-year earnings forecast to $848M$870M down from a prior low end of $854M. The move comes just a week after Rob Katz returned as CEO. Skier visits dropped XXX% last quarter and it's the 7th decline since mid-2023. Fewer day-ticket buyers offset stronger pass sales" @wallstengine on X 2025-06-05 21:49:22 UTC 72.9K followers, 10.1K engagements
"$UNP IS EXPLORING A DEAL FOR $NSC WSJ Union Pacific is in early talks to acquire Norfolk Southern in what could become a $200B rail merger. No agreement yet and regulators would need to sign off. Another bidder could still step in" @wallstengine on X 2025-07-17 20:44:03 UTC 72.9K followers, 8241 engagements
"Charter $CHTR and Comcast $CMCSA have signed a multi-year exclusive deal with T-Mobile $TMUS to use its 5G network for business wireless services starting in 2026. The new MVNO agreement supports Spectrum Mobile for Business and Comcast Business Mobile" @wallstengine on X 2025-07-22 23:04:06 UTC 73K followers, 7347 engagements
"$GEO shares are moving higher on retail volume after the Big Beautiful Bill was officially signed into law. Some reports suggest it includes around $145B for immigration and border enforcement with $45B allocated to build and operate immigrant detention facilities" @wallstengine on X 2025-07-07 10:35:03 UTC 72.6K followers, 6962 engagements
"JPMorgan Initiates Coverage on $CHYM with Overweight Rating PT $XX Analyst comments: "Chime cracked the code of scaling financial services as a non-bank by earning the trust of everyday Americans with a 'low cost no cost' banking model that improves the financial lives of those historically burdened by fees and minimum balance requirements. Chime boasts the largest direct deposit base of any U.S. fintech ever ranking as the sixth largest debit card issuer with over XX% purchase volume and member growth in 2024. We see attractive earnings power potential as Chime grows its consumer platform of" @wallstengine on X 2025-07-07 07:39:29 UTC 72.9K followers, 6979 engagements
"U.S. online sales across all retailers hit $24.1B during the 4-day $AMZN Prime Day period ending July XX up XXXX% from the same stretch last year per Adobe. That beat the XXXX% growth estimate. Amazon says it was the biggest Prime Day run ever with strong demand for Alexa devices Ring doorbells and other house-brand products. Most shoppers stuck to essentialstwo-thirds of items sold were under $XX and the average household spent $XXX according to Numerator. Source: Adobe Numerator Amazon" @wallstengine on X 2025-07-14 11:18:37 UTC 72.9K followers, 99.5K engagements
"Over 10000 organizationsincluding U.S. government agenciesare at risk due to a critical Microsoft $MSFT SharePoint vulnerability now under active attack. Researchers call it a "dream" for ransomware actors. A patch is out for SharePoint SE but some exploits may persist even after updates. Source: 9to5Mac" @wallstengine on X 2025-07-21 12:19:55 UTC 73K followers, 8363 engagements
"CNBC reports Palo Alto $PANW says there's no truth to the SentinelOne $S buyout rumor" @wallstengine on X 2025-07-21 18:45:33 UTC 73K followers, 18.1K engagements
"$GXO just signed a multi-year deal with Sky Italia to handle logistics for decoders routers and Sky Glass TVs out of its 30000 sqm Colleferro site. The facility will store over X million items with 7000 sqm dedicated to Sky inventory. GXO will manage everything from returns to hardware testing" @wallstengine on X 2025-07-15 11:04:35 UTC 73K followers, 5611 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.38% 🟩 $QQQ +0.40% 🟩 $DJI +0.38% 🟩 $IWM +0.49% 🟩" @wallstengine on X 2025-07-09 13:30:46 UTC 72.9K followers, 17.1K engagements
"$BAC Bank of America Q2'25 Earnings Highlights 🔹 Revenue: $26.5B (Est. $26.6B) 🟡; +4% YoY 🔹 EPS: $XXXX (Est. $0.85) 🟢; +7% YoY 🔹 NII: $14.67B (Est. $14.59B) 🟢; +7% YoY Guidance: 🔸 Expects to deliver operating leverage in H2 2025 🔸 Reaffirmed Q4 Net Interest Income outlook: $15.5B$15.7B Consumer Banking 🔹 Revenue: $10.8B; UP +6% YoY 🔹 Net Income: $3.0B 🔹 Average Loans: $319B; UP +2% YoY 🔹 Credit/Debit Card Spend: $244B; UP +4% YoY 🔹 Consumer Investment Assets: $540B; UP +13% YoY Global Wealth & Investment Management (GWIM) 🔹 Revenue: $5.94B (Est. $5.96B)🟡; UP +7% YoY 🔹 Net" @wallstengine on X 2025-07-16 10:51:49 UTC 72.7K followers, 9378 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.44% 🟩 $QQQ +0.72% 🟩 $DJI unch $IWM +0.35% 🟩" @wallstengine on X 2025-07-15 13:30:41 UTC 72.9K followers, 19.2K engagements
"Mizuho Upgrades $PLTR to Neutral from Underperform Raises PT to $XXX from $XXX Analyst comments: "PLTRs recent execution and momentum is stunning including material upward revisions across its commercial and government segments that we very much underestimated. We also believe PLTR has a legitimate chance to accelerate revenue growth for a 5th consecutive quarter when reporting 2Q results in early August. That said we are equally stunned by the multiple that PLTR has attained which places its valuation dramatically above anything else in software. While we continue to worry that the shares" @wallstengine on X 2025-07-16 09:35:27 UTC 73K followers, 11.6K engagements
"China snack maker Bestore is selling a XX% stake worth 1.05B ($146M) to a local government-backed entity after slashing snack prices by up to XX% in late 2023. The move comes as losses are projected to hit 75M in H1 2025 with deflation and price wars pushing firms toward state support" @wallstengine on X 2025-07-18 08:36:13 UTC 72.7K followers, 6000 engagements
"RECKITT SELLS CLEANING UNIT TO ADVENT FOR UP TO $4.8B Reckitts selling its Essential Home businessincluding Air Wick and Cillit Bangto Advent International at a valuation of up to $4.8B. Itll keep a XX% stake and return about $2.2B to shareholders. Analysts called the outcome disappointing with the sale price landing up to 1B below expectations" @wallstengine on X 2025-07-18 09:25:14 UTC 72.9K followers, 6169 engagements
"$MMM 3M Company Q2'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $2.01) 🟢; UP +12% YoY 🔹 Revenue: $6.3B (Est. $6.1B) 🟢; UP +1.4% YoY 🔹 Organic Sales Growth: +0.6% YoY 🔹 Adj Oper Margin: 24.5%; UP +290 bps YoY FY25 Guide: 🔹 Adj EPS: $XXXX $XXXX (Est. $7.67) 🟢 🔹 Adj Sales Growth: +2.5% 🔹 Adj Organic Sales Growth: +2.0% 🔹 Adj Operating Cash Flow: $5.1B $5.5B 🔹 Adj Free Cash Flow Conversion: XXX% Cash Flow & Capital Return 🔹 Operating Cash Flow: $(1.0)B (impacted by $2.2B legal payments) 🔹 Adjusted Free Cash Flow: $1.3B 🔹 Capital Return: $1.3B via dividends + share repurchases CEO" @wallstengine on X 2025-07-18 10:34:38 UTC 72.7K followers, 10.3K engagements
"The FDA has cleared Juuls original vape device and tobacco and menthol refill pods to stay on the U.S. market per WSJ. The decision comes after a five-year review and marks a major turnaround for Juul which faced a federal sales ban in 2022" @wallstengine on X 2025-07-17 14:33:17 UTC 72.7K followers, 9607 engagements
"$GRRR LANDS $NVDA PARTNERSHIP REPORTS $5.6B PIPELINE Gorilla Technology just announced it has an active global pipeline worth $XXX billion across XX opportunities and is now an official NVIDIA solutions provider. It expects to close $XXX billion in contracts by mid-2026 with deals spanning 3-15 years. The company plans a big US expansion has $XXX million in cash and is eyeing a major AI firm acquisition this quarter" @wallstengine on X 2025-07-11 12:07:25 UTC 72.7K followers, 16.2K engagements
"HERES WHAT ANALYSTS HAVE TO SAY FOLLOWING $NFLX Q2 EARNINGS: Jefferies (Buy PT: $1500) "Q2 results were solid with XX% y/y FX-neutral revenue growth and a full-year operating income guide raise to XX% (from 29%). Most encouraging was UCAN revenue growth accelerating to XX% y/y from X% suggesting minimal churn from recent price hikes. We remain long-term bullish seeing potential for 20%+ EPS growth over XX years. Raise PT to $1500." UBS (Buy PT: $1495) "Q2 supports our conviction that Netflix is a secular winner. Revenues grew XX% y/y FXN while OI rose 45%. Growth was driven by" @wallstengine on X 2025-07-18 16:54:40 UTC 72.7K followers, 17K engagements
"$NNE TAPS AECOM FOR UIUC PROJECT NANO Nuclear has brought on AECOM to support engineering and environmental work for its first KRONOS MMR microreactor at the University of Illinois Urbana-Champaign. The deal covers everything from site analysis to permitting as the company moves toward a construction permit application with the NRC. This marks a key step in deploying NANO's high-temp gas-cooled reactor tech. A successful install at UIUC would serve as a real-world demo and model for future rollouts" @wallstengine on X 2025-07-14 10:15:22 UTC 72.8K followers, 6551 engagements
"Redburn-Atlantic Downgrades $MNST to Neutral from Buy Lowers PT to $XX from $XX Analyst comments: "From X June 2025 the US government raised its tariff on imported aluminium from XX% to 50%. As a result the US Midwest Premium a premium that is added to the aluminium spot rate to give a proxy for the local US aluminium price soared to over $1400 per metric tonne more than triple that of the average in 2024. Monster has hedges in place to delay the hit to its margins but in 2026 it will face the spectre of aluminium cost inflation hitting the P&L just as US price increases roll off. Paired with" @wallstengine on X 2025-07-09 08:36:31 UTC 73K followers, 12.7K engagements
"Alibabas $BABA Qwen team is dropping hybrid thinking mode and will now train instruct and thinking models separately. The new release Qwen3-235B-A22B-Instruct-2507 outperforms its predecessor and is now live on Hugging Face and ModelScope" @wallstengine on X 2025-07-21 17:24:51 UTC 73K followers, 7319 engagements
"$IBKR Interactive Brokers Q2'25 Earnings Highlights 🔹 Net Revenue: $1.48B (Est. $1.38B) 🟢; UP +15% YoY 🔹 Adj EPS: $XXXX (Est. $0.46) 🟢; UP +16% YoY 🔹 Net Interest Income: $860M (Est. $794.7M) 🟢; UP +9% YoY 🔹 Commission Revenue: $516M; UP +27% YoY 🔹 Pretax Profit: $1.10B; UP +17% YoY 🔹 Pretax Margin: 75%; UP from XX% YoY Key Customer Metrics 🔹 Customer Accounts: 3.87M (Est. 3.86M) 🟢; UP +32% YoY 🔹 Customer Equity: $664.6B; UP +34% YoY 🔹 Customer Margin Loans: $65.1B; UP +18% YoY 🔹 Avg. Customer Margin Loans: $60.93B (Est. $61.02B) 🟡 🔹 Customer Credits: $143.7B; UP +34% YoY 🔹" @wallstengine on X 2025-07-17 20:07:39 UTC 72.9K followers, 20K engagements
"MUSKS XAI LOOKING TO RAISE UP TO $12B FOR AI CHIP EXPANSION WSJ Just weeks after pulling in $10B Elon Musks xAI is now aiming to raise up to $12B more to fund massive AI chip purchases through Valor Equity Partners according to the Wall Street Journal. The new funding would help xAI build a second data center Colossus X as it ramps up efforts to compete with OpenAI Google and Meta" @wallstengine on X 2025-07-22 16:01:29 UTC 73K followers, 6379 engagements
"$LI AUTO CUTS Q2 DELIVERY OUTLOOK TO 108K EVS Li Auto lowered its Q2 delivery guidance to around 108000 vehicles down from the previous 123000128000 forecast. The company cited a temporary sales system upgrade as the reason but remains confident in completing this transition before launching its new Li i8 model" @wallstengine on X 2025-06-27 10:00:43 UTC 72.7K followers, 7505 engagements
"TD Cowen Downgrades $LMT to Hold from Buy Sets PT at $XXX Analyst comments: "(1) F-35 overhangs may persist the plethora of F-35 overhangs may not clear this year. For example it is anticipated that Lockheed Martin will take until H1 2026 to fully implement its TR3 software upgrade to make F-35 aircraft combat capable which impacts cash collections. Moreover the FY26 Department of Defense (DoD) budget request pares the Air Force's expected F-35 purchase by XX aircraft and it is unknowable if Air Force F-35 purchases in future years (FY27+) will remain below previously expected levels. The DoD" @wallstengine on X 2025-07-10 09:47:40 UTC 72.6K followers, 5418 engagements
"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $VZ $DPZ $NXPI Tues: $KO $LMT $GM $DHR $GEV $TXN $SAP $ENPH $ISRG $CB Wed: Existing Home Sales + $T $NEE $TSLA $GOOGL $NOW $IBM Thu: Jobless Claims + $BX $HON $AAL $NDAQ $UNP $INTC $DLR Fri: $HCA $PSX $CHTR Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game" @wallstengine on X 2025-07-19 11:41:06 UTC 73K followers, 12.4K engagements
"$SPY $QQQ Today's Key Events (All EST) 10:00: Fed's Collins 13:00: 10-Year Note Auction Before Open 👇 01:30: Novo Nordisk $NVO 06:00: Oscar Health $OSCR 06:30: Walt Disney $DIS 06:30: CVS Health $CVS 06:30: Dynatrace $DT 06:55: Emerson Electric $EMR 07:00: Shopify $SHOP 07:00: Ralph Lauren $RL 07:00: Aurora Cannabis $ACB 07:00: Hilton Worldwide Holdings $HLT 07:00: Wix(.)com $WIX 07:00: Brink's $BCO 07:00: Innoviz Technologies $INVZ 07:30: Lyft $LYFT 08:00: Icahn Enterprises $IEP After Close 👇 16:05: HubSpot $HUBS 16:05: Duolingo $DUOL 16:05: Monster Beverage $MNST 16:05: Warner Bros." @wallstengine on X 2024-08-07 07:55:18 UTC 73K followers, 10.6K engagements
"SQUEEZE FEST $SPY +0.64% 🟩 $QQQ +1.27% 🟩 $DJI -XXXX% 🟥 $IWM +0.27% 🟩 Here's a final weekly heatmap of S&P 500" @wallstengine on X 2025-07-18 20:00:48 UTC 72.9K followers, 7825 engagements
"$COF Capital One Q2'25 Earnings Highlights 🔹 Revenue: $12.49B (Est. $11.84B) 🟢; UP +25% QoQ 🔹 Adj. EPS: $XXXX (Est. $3.88) 🟢 🔹 Net Interest Margin: XXXX% (Est. 7.43%) 🟢 🔹 Efficiency Ratio: XX% (Est. 52%) 😐 🔹 Net Charge-Offs: $3.06B (Est. $3.25B) 🟢 🔹 Loans Held for Investment: $439.3B (Est. $397.5B) 🟢 Segment: 🔹 Credit Card Loans: $269.7B; UP +72% QoQ 🔹 Domestic Card Loans: $252.5B; UP +68% QoQ 🔹 Auto Loans: $80.0B; UP +3% QoQ 🔹 Commercial Loans: $88.4B; UP +1% QoQ 🔹 Total Loans Held for Investment: $439.3B; UP +36% QoQ 🔹 Total Deposits: $468.1B; UP +27% QoQ 🔹" @wallstengine on X 2025-07-22 20:15:53 UTC 73K followers, 7618 engagements
"RUMOR: TOP REPUBLICAN ON HOUSE CHINA COMMITTEE OBJECTS TO RESUMPTION OF $NVDA H20 CHIP SHIPMENTS TO CHINA IN LETTER TO LUTNICK" @wallstengine on X 2025-07-18 14:29:54 UTC 73K followers, 33.8K engagements
"APOLLO-BACKED LEGENDARY EYES $LION DEAL Legendary Entertainment backed by Apollo is weighing a takeover of Lionsgate Studios after its split from Starz Bloomberg reports. Talks so far have focused on co-producing a few films to test the partnership before any formal acquisition offer is made" @wallstengine on X 2025-07-11 20:01:21 UTC 72.9K followers, 10.9K engagements
"Lululemon $LULU is suing Costco for allegedly selling knockoffs of its $100+ athleisure accusing it of trading on Lululemons reputation goodwill and sweat equity. The lawsuit highlights Costcos Kirkland hoodie selling for under $X vs. Lululemons $XXX Scuba hoodie" @wallstengine on X 2025-07-01 19:14:02 UTC 72.9K followers, 26.7K engagements
"US power grid reliability is facing major short-term risks due to the rapid growth of big data centers according to a rare warning from the North American Electric Reliability Corp. NERC says AI and crypto campuses are coming online faster than the grid infrastructure can handle causing instability and sudden power disruptions like the 1.5GW and 1.8GW outages in Virginia last year and this February. Outages that size are like suddenly flipping on a huge nuclear power plant without warning it throws the whole system off balance because theres way too much power being generated all at once." @wallstengine on X 2025-06-12 17:50:59 UTC 72.9K followers, 17.3K engagements
"$UBER TO INVEST $300M IN LUCID $LCID AS PART OF ROBOTAXI PARTNERSHIP UBER is investing hundreds of millions in Lucid and Nuro to roll out at least 20000 robotaxis in the U.S. over six years starting in 2026. The fleet will use Lucids Gravity SUV with Nuros Level X tech and run exclusively on Ubers app. Ubers putting $300M into Lucid with a bigger undisclosed amount into Nuro. First city TBD" @wallstengine on X 2025-07-17 12:33:28 UTC 72.9K followers, 25.4K engagements
"$CAG Conagra Brands Q4 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.59) 🔴; -XXX% YoY 🔹 Revenue: $2.78B (Est. $2.85B) 🔴; -XXX% YoY 🔹 Gross Profit: $717M; -XXXX% YoY FY26 Guidance: 🔹 EPS: $XXXX - $XXXX (Est. $2.19) 🔴 🔹 Organic Net Sales Growth: (1)% to +1% 🔹 Adj. Operating Margin: XXXX% - XXXX% 🔹 Cost of Goods Sold Inflation: X% (includes X% from tariffs) 🔹 Free Cash Flow Conversion: XX% 🔹 CapEx: $450M 🔹 Adjusted Effective Tax Rate: XX% Segment Performance: Grocery & Snacks: 🔹 Net Sales: $1.2B; DOWN -XXX% YoY 🔸 Organic Net Sales: DOWN -XXX% YoY 🔸 Price/Mix: -XXX% Volume: -1.6%" @wallstengine on X 2025-07-10 11:36:06 UTC 72.9K followers, 6661 engagements
"Alaska Airline $ALK grounded all flights Sunday due to an IT outage halting both Alaska and Horizon Air. Ops resumed at 11PM PST but delays are expected as recovery begins. Fleet includes XXX Boeing 737s and XX Embraer 175s" @wallstengine on X 2025-07-21 08:07:50 UTC 72.9K followers, 5797 engagements
"ORACLE $ORCL AND OPENAI ANNOUNCE PARTNERSHIP TO BUILD XXX GIGAWATTS OF EXTRA STARGATE DATA CENTER SPACE IN THE UNITED STATES" @wallstengine on X 2025-07-22 10:23:11 UTC 73K followers, 6463 engagements
"Fitch Ratings warns that policy risks are clouding the U.S. credit outlook cutting XX% of 2025 sector outlooks to deteriorating. Despite raising its GDP forecast to XXX% Fitch sees momentum fading due to high rates weaker confidence and fiscal strain. U.S. debt-to-GDP projected to hit XXX% by 2029" @wallstengine on X 2025-07-21 19:10:41 UTC 73K followers, 10.7K engagements
"Citi Reiterates Neutral Rating on $INTC Maintains PT at $24; could be a squeeze coming Analyst comments: "Intel remains the most popular short among investors we met but we believe the stock could move higher during earnings due to potential upside to EPS driven by lower capital expenditures and operating expenses. Additionally there is likely upside from the PC end market which accounts for XX% of Intels sales. Notably our 2Q25 estimates are above consensus." Analyst: Christopher Danely" @wallstengine on X 2025-07-18 09:02:44 UTC 72.9K followers, 11.3K engagements
"Needham Initiates Coverage on $EVTL with Buy Rating PT $X Analyst comments: "We initiate coverage of EVTL with a Buy rating and $X price target. EVTL is a pure play electric vertical takeoff and landing (eVTOL) original equipment manufacturer (OEM) getting minimal credit for gaining ground on industry leaders in what we expect to be a supply-constrained industry. EVTL's VX4 aircraft is closing the performance gap with recent piloted flight achievements while operating from a more capital-efficient posture and offering a discrete and achievable runway to profitability with their FlightPath" @wallstengine on X 2025-07-17 10:26:52 UTC 72.8K followers, 7420 engagements
"Bernstein Maintains Market Perform on $AMD Raises PT to $XXX from $95; 'current expectations appear elevated amid risk of client channel flush' Analyst comments: "For AMD we adjust estimates to incorporate resumption of China AI and prospect for better times to come in the future as well as implementing similar PC market dynamics as for their competitor (though offset somewhat by stronger ASPs). We now model Q225 at $7.52B/$0.49 vs $7.40/$0.47 prior vs consensus at $7.41B/$0.50. For Q325 we now model $8.43B/$1.20 above prior $8.08B/$1.09 on resumption of China AI and above consensus at" @wallstengine on X 2025-07-21 11:37:21 UTC 73K followers, 10K engagements
"Raymond James Downgrades $OSCR to Market Perform from Outperform; says risk/reward more balanced after sharp rally Analyst comments: "We are downgrading OSCR to Market Perform following the XX% rally over the last week driven by some of the language changes to the ACA in the Senate reconciliation package and some meme stock fervor online. However we think the risk/reward is more balanced at this point and the policy and fundamental environment has gotten less constructive creating a tougher set up for the stock over the medium term. While we continue to view the OSCR management team as top" @wallstengine on X 2025-06-24 10:15:21 UTC 72.7K followers, 16.8K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.33% 🟩 $QQQ +0.10% 🟩 $DJI +0.53% 🟩 $IWM +1.00% 🟩" @wallstengine on X 2025-07-16 20:00:55 UTC 72.9K followers, 12.7K engagements
"Citi Maintains Buy Rating on $RKLB Raises PT to $XX from $XX Analyst comments: "Key Watch Items for the Quarter We are watching for progress/timing updates on Neutron incremental DoD announcements/opportunities and the ability for company to capture additional launch opportunities. Key Debates 1) Timing of Neutron development milestones; 2) Ability to move up-market in the Satellite Systems business; 3) Long-term capital intensity of the business given intention to provide undefined services from space; 4) Space Forces approach to SDAs Transport Layer which could lead to the cancellation of" @wallstengine on X 2025-07-14 12:37:28 UTC 72.8K followers, 8741 engagements
"BofA Reiterates Underperform Rating on $HIMS Maintains PT at $XXXXX Analyst comments: "The catalyst path for Hims and Hers is mixed with increased litigation risk as the company continues to sell compounded GLP-1s at scale under the 503A personalization exemption. At the same time weakening core growth adds pressure to the full-year guidance unless compounded semaglutide delivers a significant acceleration. While new product launches such as testosterone replacement therapy (TRT) and geographic expansion via the ZAVA deal and Canadian entry could support growth in 2026 they are unlikely to" @wallstengine on X 2025-07-18 09:55:15 UTC 72.6K followers, 14K engagements
"TD Cowen Upgrades $COF to Buy from Hold Raises PT to $XXX from $XXX Analyst comments: "COF has been one of the most successful card issuers since its inception having outgrown the industry and gained share consistently over the years. With the Discover acquisition COF is now one of the rare companies that owns an actual payment network. While Discover as a standalone company had mixed results growing international acceptance of its network we believe that could be different under COF given COF's track record of execution and willingness to invest for the long game (take its investment in its" @wallstengine on X 2025-07-08 09:16:26 UTC 72.7K followers, 7245 engagements
"Enovix $ENVX reported Q2 revenue of $7.5M up XX% YoY and above guidance. Non-GAAP EPS loss was $XXXX vs. est. -$0.19. ENVX also shipped its first AI-1 silicon-anode smartphone batteries with 900+ Wh/L energy density to a major OEM for testing" @wallstengine on X 2025-07-07 12:38:53 UTC 72.7K followers, 9665 engagements
"OpenAI is getting ready to take a cut from purchases made directly in ChatGPT per FT. The company plans to roll out integrated checkout in partnership with $SHOP Shopify aiming to monetize even free users. Brands would pay a commission on orders fulfilled through the platform" @wallstengine on X 2025-07-16 14:14:35 UTC 73K followers, 235.2K engagements
"The FDA just rejected Capricors $CAPR deramiocel for Duchenne muscular dystrophy following STATs report last month about internal disputes. Nicole Verdun who led the FDAs cell and gene therapy division wanted an advisory panel for the treatment but her boss Vinay Prasad canceled it due to skepticism leading to her ouster earlier this week" @wallstengine on X 2025-07-11 10:49:00 UTC 72.9K followers, 7235 engagements
"EMBRAER $ERJ MAY REVISE BUSINESS PLAN DUE TO US TARIFFS; WE ARE CONFIDENT BRAZIL AND US CAN REACH A BILATERAL AGREEMENT: CEO" @wallstengine on X 2025-07-15 17:10:11 UTC 73K followers, 7126 engagements
"$ACN AND $MSFT BOOST CYBERSECURITY WITH AI AGENTS Accenture and Microsoft are teaming up to bring AI agent-powered security to customers. The partnership will focus on automating Security Operations Centers using Microsofts Sentinel and Defender tools alongside Accentures Adaptive MxDR. Accentures Damon McDougald says AI agents will work together to detect threats cut noise and spot patterns faster than legacy tools ever could. This expanded collaboration aims for real meaningful security improvements by combining Microsofts AI agents with Accentures deep industry expertise. Source: CRN" @wallstengine on X 2025-07-11 17:24:03 UTC 72.8K followers, 9797 engagements
"If this gets XXX likes Ill drop a Saturday EARNINGS PREVIEW newsletter covering: $VZ $DPZ $KO $SAP $GEV $TSLA $GOOGL $CMG $NOW $INTC $DECK If you want it in your inbox make sure youre SUBSCRIBED (its FREE):" @wallstengine on X 2025-07-18 17:22:25 UTC 72.9K followers, 8991 engagements
"TRUMP: ANNOUNCES TRADE DEAL WITH JAPAN - $XXX BILLION INVESTMENT AND XX% TARIFF" @wallstengine on X 2025-07-22 23:16:00 UTC 73K followers, 19K engagements
"$AXP American Express Q2'25 Earnings Highlights 🔹 Revenue: $17.86B (Est. $17.70B) 🟢; +9% YoY 🔹 Adj EPS: $XXXX (Est. $3.87) 🟢; +17% YoY* 🔹 Card Member Spending: $416.3B; +7% YoY All-time quarterly high FY25 Guidance (Reaffirmed) 🔹 EPS: $XXXXX $XXXXX (Est. $15.22) 🟢 🔹 Revenue Growth: XXX% Segment & Operating Highlights 🔹 Billed Business (FX-adjusted): $390.7B; UP +7% YoY 🔹 Consolidated Provisions for Credit Losses: $1.4B (vs. $1.3B YoY); net write-off rate: XXX% 🔹 Operating Expenses: $12.9B; UP +14% YoY 🔹 Effective Tax Rate: XXXX% (DOWN from XXXX% YoY) 🔹 Average Diluted Shares:" @wallstengine on X 2025-07-18 11:05:37 UTC 72.9K followers, 11K engagements
"$VZ Verizon Communications Q2'25 Earnings Highlights 🔹 Revenue: $34.5B (Est. $33.71B) 🟢; UP +5.2% YoY 🔹 Adj EPS: $XXXX (Est. $1.19) 🟢; UP +6.1% YoY 🔹 Adj EBITDA: $12.8B (Est. $12.67B) 🟢; UP +4.1% YoY FY25 Guidance 🔹 Adj. EPS: +1% to +3% (Prior: X% to +3%) 🟢 🔹 Adj. EBITDA: +2.5% to +3.5% (Prior: +2% to +3.5%) 🔹 Wireless Service Revenue Growth: +2% to +2.8% 🔹 Free Cash Flow: $19.5B$20.5B (Prior: $17.5B$18.5B) 🔹 Cash Flow from Ops: $37B$39B (Prior: $35B$37B) 🔹 FY CAPEX: $17.5B$18.5B Q2 Consumer Segment 🔹 Revenue: $26.6B (Est. $25.93B) 🟢; UP +6.9% YoY 🔹 Wireless Service Revenue:" @wallstengine on X 2025-07-21 11:06:02 UTC 73K followers, 8823 engagements
"FLUTTER $FLUT IN ADVANCED TALKS FOR FURTHER X% FANDUEL STAKE FROM BOYD GAMING $BYD - SKY" @wallstengine on X 2025-07-10 18:19:04 UTC 72.7K followers, 6728 engagements
"$CLF Cleveland-Cliffs Q2'25 Earnings Highlights 🔹 Revenue: $4.9B (Est. $4.85B) 🟢 🔹 EPS: ($0.50) (Est. ($0.71)) 🟢 FY25 Guidance 🔹 Capital Expenditures: $600M (Prior: $625M) 🔹 SG&A Expenses: $575M (Prior: $600M) 🔹 Steel Unit Cost Reduction: $XX per net ton vs. 2024 🔹 Depreciation Depletion & Amortization: $1.2B (Prior: $1.1B) 🔹 Cash Pension & OPEB Payments: $150M" @wallstengine on X 2025-07-21 10:41:40 UTC 73K followers, 7693 engagements
"MICROSTRATEGY $MSTR - STRATEGY ANNOUNCES IPO OF X MLN SHARES OF STRC STOCK; PROCEEDS FROM IPO TO BE USED FOR GENERAL CORPORATE PURPOSES INCLUDING BITCOIN ACQUISITION" @wallstengine on X 2025-07-21 20:06:45 UTC 73K followers, 13.6K engagements
"$REAX as a rate-cut growth playThe Real Brokerage is the only cloud-native U.S. residential brokerage compounding XX % inside a frozen housing market. Its probably on track for its first-ever GAAP breakeven next quarter while EBITDA operating cash-flow and free cash-flow are already positive. The Real Brokerage is a cloud-native real-estate platform that recruits agents onto a mobile workspace instead of renting storefronts. Agents pay the company XX % of every commission until they have remitted roughly $XX XXX for the year; after that they keep XXX % and Real collects a flat about-$225 fee" @wallstengine on X 2025-07-11 15:00:10 UTC 73K followers, 14.5K engagements
"Morgan Stanley Upgrades $ETSY to Equalweight from Underweight Raises PT to $XX from $XX Analyst comments: "We are upgrading Etsy from Underweight to Equal-weight as our eBay versus Etsy thesis has largely played out. Last year we argued a preference for eBay over Etsy based on the expectation that divergent topline growth would lead to convergent valuation. The market has rewarded the fundamentals with eBay growing over XX percentage points faster in 1Q bringing Etsys EV/EBITDA from a XX% premium to a XX% discount relative to eBay. As a result Etsy has underperformed the S&P by XX% while eBay" @wallstengine on X 2025-07-21 07:56:55 UTC 72.9K followers, 5800 engagements
"Medtronic $MDT is gaining after CMS published a proposed coverage decision for Renal Denervation (RDN) which Evercore ISI says is better than their base case. Analyst Vijay Kumar sees US RDN as a potential $5-10B market and expects MDT shares to pop over X% on this" @wallstengine on X 2025-07-10 22:14:59 UTC 72.9K followers, 7206 engagements
"Biogen $BIIB will invest $2B to expand and modernize its manufacturing footprint in North Carolinas Research Triangle Park. The funds will boost antisense drug capabilities add fill-finish lines and integrate AI and automation. Biogen now has X facilities in the state and 1900+ workers on-site" @wallstengine on X 2025-07-21 11:34:26 UTC 73K followers, 5501 engagements
"DIAGEO $DEO PLANS TO REPLACE CHIEF EXECUTIVE DEBRA CREW: FT" @wallstengine on X 2025-07-16 10:52:50 UTC 72.7K followers, 6509 engagements
"$TSLA US SET TO IMPOSE XXXX% TARIFF ON BATTERY MATERIAL FROM CHINA" @wallstengine on X 2025-07-17 17:30:18 UTC 73K followers, 50.8K engagements
"TRUMP: THE STOCK MARKETS ARE NOW AT ALL TIME HIGH WE'RE GOING TO MAINTAIN IT BELIEVE ME" @wallstengine on X 2025-07-04 21:45:39 UTC 72.7K followers, 278.5K engagements
"Today's Key Events (All EST) 02/13/2025 08:30: U.S. PPI / Core PPI 08:30: U.S. Initial Jobless Claims 13:00: U.S. 30-Year Bond Auction Before Open 👇 05:00: Sony $SONY 06:05: PG&E $PCG 06:20: GE HealthCare $GEHC 06:25: Deere & Company $DE 06:30: PBF Energy $PBF 06:30: Zebra $ZBRA 06:30: HERC Holdings $HWM 06:30: Molson Coors $TAP 06:35: Honda Motor $HMC 06:45: US Foods $USFD 06:55: American Electric Power $AEP 06:55: Penske Automotive $PAG 07:00: Datadog $DDOG 07:00: Crocs $CROX 07:00: CyberArk $CYBR 07:00: Duke Energy $DUK 07:00: SharkNinja $SN 07:00: Zoetis $ZTS 07:00: Moody's $MCO After" @wallstengine on X 2025-02-13 07:17:57 UTC 72.7K followers, 11.7K engagements
"ARCHIMED will acquire ZimVie $ZIMV for $19/share in a $730M all-cash deal a XX% premium to its 90-day VWAP. ZimVies board approved the agreement which is expected to close by year-end. The company will go private post-close" @wallstengine on X 2025-07-21 12:03:05 UTC 73K followers, 6848 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.60% 🟩 $QQQ +0.81% 🟩 $DJI +0.52% 🟩 $IWM +1.29% 🟩" @wallstengine on X 2025-07-17 20:01:09 UTC 73K followers, 11.4K engagements
"$NFLX Netflix Q2'25 Earnings Highlights 🔹 Revenue: $11.08B (Est. $11.07B) 🟢; UP +16% YoY 🔹 EPS: $XXXX (Est. $7.08) 🟢; UP +47% YoY 🔹 Free Cash Flow: $2.27B (Est. $2.17B) 🟢; UP +87% YoY Raised FY25 Guidance 🔹 Revenue: $44.8B$45.2B (Est. $44.56B) 🟢; from $43.5B$44.5B 🔹 Operating Margin: XXXX% (Est. 29.7%) 🟡; from XX% 🔹 Free Cash Flow: $8.0B$8.5B (Est. $8.91B) 🔴; from $8.0B Q3'25 Guidance 🔹 Revenue: $11.53B (Est. $11.28B) 🟢 🔹 EPS: $XXXX (Est. $6.70) 🟢 🔹 Operating Income: $3.63B (Est. $3.47B) 🟢 🔹 Operating Margin: XXXX% (Est. 31.4%) 🟢 Q2 Segment Revenue (YoY) 🔹 U.S. & Canada:" @wallstengine on X 2025-07-17 20:05:31 UTC 73K followers, 31.6K engagements
"$LULU TO OPEN FIRST ITALY STORE IN MILAN JULY XX Lululemon is set to launch its first Italian location at Milans Vittorio Emanuele II a 5700 sq ft two-floor flagship. The move supports its goal to 4x international revenue by 2026 under its Power of Three X plan" @wallstengine on X 2025-07-18 12:03:23 UTC 72.7K followers, 6833 engagements
"$ATAI LIFE SCIENCES and Beckley Psytech just reported strong Phase 2b results for their depression treatment BPL-003. Both 8mg and 12mg single doses showed statistically significant reductions in depressive symptoms compared to control with effects visible within a day and lasting up to X weeks. The 8mg dose will move to Phase X after consultation with the FDA. XX% of side effects were mild or moderate and most patients were ready for discharge within XX minutes suggesting potential use within existing in-clinic models like Spravato. This trial included XXX patients the largest controlled" @wallstengine on X 2025-07-01 10:04:27 UTC 72.9K followers, 9630 engagements
"Elliott is ramping up pressure on BP $BP calling for urgent action from incoming Chairman Albert Manifold who takes over in October. With a stake over X% the activist is pushing for sharper cost cuts and board changes to address underperformance" @wallstengine on X 2025-07-21 15:38:59 UTC 73K followers, 7556 engagements
"Morgan Stanley flags a slowdown in business momentum at $HIMS & Hers. June app downloads dropped X% y/y and XX% q/q falling to 185Kbelow pre-GLP-1 launch levels. Web traffic was up just X% y/y the weakest pace in over a year. While Hers now makes up XX% of downloads up from XX% a year ago overall engagement trends are soft. Mobile continues to dominate making up XX% of total traffic" @wallstengine on X 2025-07-14 11:47:00 UTC 72.7K followers, 5656 engagements
"Dynamix is set to merge into The Ether Machine a new holding company that plans to own over $1.5B in ether. Backed by Kraken Blockchain. com and a $645M anchor from co-founder Andrew Keys its a big bet on ETH under a Trump-friendly crypto landscape" @wallstengine on X 2025-07-21 09:53:52 UTC 73K followers, 7559 engagements
"BRAZIL BOLSONARO'S SON SAYS US WILL REVERSE TARIFF IF AMNESTY APPROVED" @wallstengine on X 2025-07-21 13:24:27 UTC 73K followers, 8552 engagements
"JUNE U.S. INFLATION DATA: CPI XXX% YoY (Est. 2.7%) CPI XXX% MoM (Est. 0.3%) Core CPI XXX% YoY (Est. 3%) Core CPI XXX% MoM (Est. 0.3%)" @wallstengine on X 2025-07-15 12:30:53 UTC 72.7K followers, 22.3K engagements
"PRESIDENT TRUMP MET WITH $AMZN FOUNDER JEFF BEZOS LAST WEEK IN THE OVAL OFFICE FOR OVER AN HOUR - CNBC" @wallstengine on X 2025-07-22 18:42:41 UTC 73K followers, 12K engagements
"$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. $22.07B) 🟢 🔹 Standardized CET1 ratio: XX% (Est. 15.4%) 🔴 🔹 Net" @wallstengine on X 2025-07-15 10:40:12 UTC 72.7K followers, 14.5K engagements
"$MANH Manhattan Associates Q2'25 Earnings Highlights 🔹 Revenue: $272.4M (Est. $263.64M) 🟢; +3% YoY 🔹 Adjusted EPS: $XXXX (Est. $1.13) 🟢; +11% YoY 🔹 Cloud Subscription Revenue: $100.4M; +22% YoY 🔹 License Revenue: $1.5M; DOWN -XX% YoY 🔹 Services Revenue: $128.9M; DOWN -X% YoY 🔹 RPO Bookings: +26% YoY; Surpassed $2B milestone FY25 Guidance: 🔹 Revenue: $1.071B$1.075B (Est. $1.063B) 🟢; +3% YoY 🔹 Adjusted EPS: $4.76$4.84 (Est. $4.60) 🟢; +1% to +3% YoY 🔹 GAAP EPS: $3.23$3.31; DOWN -X% to -X% YoY 🔹 GAAP Operating Margin: 24.1%24.6% 🔹 Adjusted Operating Margin: 34.8%35.3% 🔹 Cash Flow" @wallstengine on X 2025-07-22 20:26:51 UTC 73K followers, 6719 engagements
"Molina Healthcare $MOH reported preliminary Q2 adjusted EPS of about $XXXX BELOW consensus of $XXXX citing medical cost pressures across all lines. It also cut full-year EPS guidance to $21.5022.50 from prior $XXXXX well below the $XXXXX consensus" @wallstengine on X 2025-07-07 10:44:19 UTC 73K followers, 10.2K engagements
"Today's Key Events (All EST) --- 11/13/2024 08:30: Oct. CPI / Core CPI 09:30: Fed's Williams 09:35: Fed's Logan (nv) 13:00: Fed's Musalem (nv) 13:30: Fed's Schmid (nv) Before Open 👇 06:00: Dole plc $DOLE 06:00: HudBay Minerals $HBM 06:00: Enlight Renewable Energy $ENLT 06:55: Paysafe Group Holdings $PSFE 07:00: CyberArk $CYBR 07:00: Tower Semiconductor $TSEM 07:00: Stratasys Ltd. $SSYS 07:00: Liquidia Technologies $LQDA 07:00: Ceragon Networks $CRNT 07:00: Arcos Dorados Holdings $ARCO 07:00: Gilat Satellite Networks $GILT 07:30: Griffon Corporation $GFF 08:00: Loar Holdings $LOAR After Hours" @wallstengine on X 2024-11-13 07:42:13 UTC 72.9K followers, 7954 engagements
"Morgan Stanley Upgrades $FOLD to Overweight from Equalweight PT $XX (100% upside) Analyst comments: "We upgraded to OW (prior EW) based on our favorable view of FOLD's intellectual property position heading into summary judgment with Aurobindo (detailed analysis inside) and longer term confidence in patients switching from Nexviazyme/Lumizyme to PomOp. Recall 1Q25 miss was driven by order timing and the higher UK VPAG (Voluntary Scheme for Branded Medicines Pricing and Access) rebate rate of XX% compared to the anticipated 1215% reflected in the updated guidance. We also note that mgt." @wallstengine on X 2025-07-17 10:25:35 UTC 72.9K followers, 7128 engagements
"ASTRONOMER PUTS CEO BYRON CHIEF PEOPLE OFFICER ON LEAVE: AXIOS" @wallstengine on X 2025-07-18 19:45:36 UTC 72.9K followers, 15K engagements
"JPMorgan Downgrades $TER to Neutral from Overweight Raises PT to $XXX from $XX Analyst comments: "We downgrade Teradyne to Neutral (from Overweight) due to the likelihood of pauses in capital spending from customers and a sluggish cyclical recovery. Ongoing macroeconomic uncertainty is impacting customer decisions around capital projects for semiconductor equipment which in turn challenges the outlook for semiconductor test equipment needed to support new customer initiatives. These delays are expected to lead to further downward revisions in revenue and earnings estimates over the medium" @wallstengine on X 2025-07-17 16:10:50 UTC 72.7K followers, 6634 engagements
"Stifel on $PM (Buy; $XXX PT): 'We come away from the meetings with a positive bias toward PMI's developing multi-category approach' Analyst comments: "We attended Philip Morris Internationals Europe Focus Event last week including an update on the companys strategic priorities in Europe and major markets as well as a visit to the companys flagship smoke-free product manufacturing plant. Europe is a vital region for PMI we estimate the region will contribute roughly one-third of smoke-free growth through 2026 benefiting from momentum in IQOS and the developing multi-category strategy with VEEV" @wallstengine on X 2025-06-30 11:42:58 UTC 72.7K followers, 7427 engagements
"$MU Goldman downgraded SK Hynix to Neutral for the 1st time in over 3Yrs citing concerns about HBM pricing & competition especially from Samsung. Analysts expect HBM pricing to decline for the 1st time in 2026 which could shift pricing power toward customers like $NVDA a key buyer for Hynix. The downgrade ends Goldmans Buy rating held since 2021. Hynix shares fell nearly X% on the news while Samsung rose over 2%. The firm noted Hynixs strong stock run (+57% YTD) may no longer reflect emerging risks especially if Samsung closes the technology gap. Mirae Asset also downgraded the stock this" @wallstengine on X 2025-07-17 08:44:50 UTC 72.9K followers, 25.7K engagements
"U.S. FDA WILL REPORTEDLY REQUEST SAREPTA THERAPEUTICS $SRPT TO VOLUNTARILY STOP ALL SHIPMENTS OF ITS GENE THERAPY ELEVIDYS - REUTERS" @wallstengine on X 2025-07-18 17:05:24 UTC 72.9K followers, 11K engagements
"Goldman Sachs Reiterates Buy Rating on $BBWI PT $XX Analyst comments: "In this note we update our BBWI promotional tracker which includes 3-wick candle pricing and free shipping offers. Promotions appear relatively flat year-over-year in May and lower year-over-year in June noting the summer semi-annual sale was shifted about two weeks later this year. We also analyze digital trends at BBWI which shows that app downloads were up XX% year-over-year in June and remain well above levels prior to launching the loyalty program in August 2022 while monthly active users were up XX% year-over-year." @wallstengine on X 2025-07-08 09:39:20 UTC 72.9K followers, 6748 engagements
"$SHW missed in Q2 with EPS at $XXXX vs. $XXXX est and revenue of $6.31B just above the $6.29B consensus. But the bigger story is the guide cutFY25 EPS now seen at $11.2011.50 (vs. $XXXXX est) and they now expect revenue to be flat to down low-single digits YoY. Management said demand weakened through June and they dont see any near-term catalyst to shift that trend. Still they believe the industry is nearing a competitive inflection point" @wallstengine on X 2025-07-22 11:10:04 UTC 73K followers, 7302 engagements
"$RIVN and $GOOGL are teaming up to launch Rivian Navigation with Google Maps giving Rivian drivers a custom-built system powered by Google Maps tech. It keeps Rivians EV-focused features like charging stop planning while adding Googles routing traffic and place info" @wallstengine on X 2025-07-15 15:29:24 UTC 72.7K followers, 11.4K engagements
"$DHI D.R. Horton Q3 2025 Earnings Highlights 🔹 Revenue: $9.23B (Est. $8.8B) 🟢; DOWN -X% YoY 🔹 EPS: $XXXX (Est. $2.90) 🟢; DOWN -XX% YoY 🔹 Net Income: $1.0B; DOWN -XX% YoY FY25 Guidance 🔹 Revenue: $33.7B to $34.2B (Est. $34.04B) 🟡 🔹 Homes Closed: 85000 to 85500 (Prior: 8500087000) 🔹 Share Repurchases: $4.2B to $4.4B 🔹 Income Tax Rate: XX% 🔹 Cash Flow from Ops: $3.0B 🔹 Dividend Payments: $500M Q3 Homebuilding 🔹 Revenue: $8.6B; DOWN -X% YoY 🔹 Homes Closed: 23160; DOWN -X% YoY 🔹 Pre-tax Income: $1.2B; DOWN -XX% YoY 🔹 Pre-tax Margin: XXXX% (vs. 17.0%) 🔹 Net Sales Orders: 23071" @wallstengine on X 2025-07-22 10:09:50 UTC 73K followers, 9440 engagements
"Mainland Chinese investors are pouring into Hong Kong stocks at a record pacesouthbound inflows hit HK$800B YTD just shy of the 2024 full-year record. CICC sees flows possibly topping HK$1T in 2025 though mutual and insurance funds may hit allocation limits soon" @wallstengine on X 2025-07-22 08:48:51 UTC 73K followers, 20.5K engagements
"South Korea Semiconductor exports rose +16.5% YoY to $7.89B in the first XX days of July while car exports edged up +3.9% to $3.63B. But total exports fell -XXX% YoY to $36.1B dragged by weaker demand from the U.S. (-2.1%) and China (-5.9%) amid tariff uncertainty" @wallstengine on X 2025-07-22 07:15:09 UTC 73K followers, 8749 engagements
"GOLDMAN SACHS SEMI COVERAGE: BUY $NVDA PT $XXX $ADI PT $XXX $NXPI PT $XXX $MCHP PT $XX $TXN PT $XXX $SNPS PT $XXX $CDNS PT $XXX $AVGO PT $XXX $AMAT PT $XXX $LRCX PT $XXX $STX PT $XXX $SNDK PT $XX NEUTRAL $AMD PT $XXX $ARM PT $XXX $MRVL PT $XX $QRVO PT $XX $ON PT $XX $AMKR PT $XX $GFS PT $XX $WDC PT $XX $MU PT $XXX $ENTG PT $XX $KLAC PT $XXX SELL $SWKS PT $XX $MKSI PT $XX $TER PT $80" @wallstengine on X 2025-07-10 09:22:30 UTC 73K followers, 15.4K engagements
"$OKLO $SMR $LEU SEC. CHRIS WRIGHT: NUCLEAR RENAISSANCE COMING UNDER TRUMP" @wallstengine on X 2025-07-14 18:32:42 UTC 72.7K followers, 28K engagements
"BofA Securities Upgrades $ROK to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Rockwell Automation is starting to see the impact of its operational turnaround strategy. ROK is levered to the industrial cycle reshoring and has a long runway on cost savings. Pricing is another source of upside. Logix (core product) demand is growing post-destock. Underlying demand is solid but large projects are delayed due to trade deal uncertainty. We expect trade deals to be signed before YE25 which we think accelerates organic growth in '26/'27. Raise PO to $XXX from $XXX now based on 23x" @wallstengine on X 2025-07-16 10:14:27 UTC 72.9K followers, 6323 engagements
"Polymarket is considering launching its own stablecoin to capture yield from backing reserves instead of relying on USDC. Its also weighing a potential revenue-sharing deal with Circle based on USDC held on the platform. - CoinDesk" @wallstengine on X 2025-07-22 20:51:34 UTC 73K followers, 7093 engagements
"$WAT TO MERGE WITH $BDX IN $17.5B DEAL Waters and BD are combining BDs Biosciences & Diagnostic Solutions unit with Waters in a $17.5B Reverse Morris Trust deal. BD shareholders will get XXXX% of the new company while Waters shareholders keep 60.8%. BD also takes home a $4B cash payout before close. The merged business is expected to pull in $6.5B in 2025 revenue and $2B in adjusted EBITDA. Waters says itll double its addressable market to $40B and see $345M in synergies by 2030. The deal is set to close by Q1 2026" @wallstengine on X 2025-07-14 10:17:54 UTC 72.9K followers, 6858 engagements
"Barrons: A Chinese weight-loss drug is showing early promise as a potential rival to Lillys $LLY Zepbound and Novo Nordisks $NVO Wegovy. In a Phase X trial Hengrui Pharmas HRS9531 delivered up to XX% average weight loss over XX weeks just shy of Zepbounds XX% though at lower doses and over a shorter trial. Hengruis U.S. partner Kailera Therapeutics plans to run global trials with higher doses and longer durations aiming to surpass current efficacy benchmarks. While years away from U.S. approval the drug highlights how Chinese biotech is starting to challenge U.S. pharma with several firms" @wallstengine on X 2025-07-15 18:28:31 UTC 72.9K followers, 14.1K engagements
"CHINA EXPECTS 2025 RETAIL SALES TO TOP 50T per Commerce Minister Wang Wentao. Consumer market remains worlds second largest with retail sales growing XXX% annually since 2021. Foreign investment since start of 14th Five-Year Plan has already topped $700B" @wallstengine on X 2025-07-18 12:46:01 UTC 72.7K followers, 9274 engagements
"TRUMP TO DELIVER KEYNOTE ADDRESS AT "WINNING THE AI RACE" SUMMIT HOSTED BY ALL-IN PODCAST JULY 23" @wallstengine on X 2025-07-15 14:02:51 UTC 73K followers, 551.6K engagements
"$RKT COMPLETES $RDFN DEAL Rocket has officially acquired Redfin combining Americas largest mortgage lender with the most-visited real estate brokerage site. New Rocket Preferred Pricing offers buyers who use Rocket Mortgage with Redfin agents a X% rate cut for the first year or up to $6000 in closing credits. Redfin will now operate under the Redfin Powered by Rocket brand" @wallstengine on X 2025-07-01 13:28:08 UTC 73K followers, 9354 engagements
"Peter Piper Pizza is rolling out AI voice ordering at all Arizona and Albuquerque locations using SoundHound $SOUN tech. The system takes multiple calls at once handles full menu orders and answers common questionsfreeing up staff during peak hours" @wallstengine on X 2025-07-16 13:08:18 UTC 72.7K followers, 8874 engagements
"$TSLA's 1950s-style Diner + Drive-In is finally open in LA 7Yrs after Musk first teased it. Its got XX V4 Superchargers X massive movie screens & a 24/7 diner serving everything from Wagyu chili fries to milkshakes in Cybertruck boxes. Open to everyonenot just Tesla drivers" @wallstengine on X 2025-07-22 08:06:13 UTC 73K followers, 16.4K engagements
"$PEP PepsiCo Q2'25 Earnings Highlights 🔹 Revenue: $22.73B (Est. $22.29B) 🟢; +1% YoY 🔹 Core EPS: $XXXX (Est. $2.03) 🟢; -X% YoY 🔹 Core Oper. Profit: $3.91B; -X% YoY 🔹 Organic Revenue Growth: +2.1% YoY FY25 Guidance 🔹 Organic Revenue Growth: Low-single-digit % 🔹 Core Constant FX EPS: Flat YoY ($8.16) 🔹 Core Annual Tax Rate: XX% 🔹 FX Headwind Revised: -1.5ppts (vs. prior -3ppts) Q2 Segment Highlights Organic Rev Growth) 🔹 PFNA (Frito-Lay Quaker etc.): -X% YoY 🔹 PBNA (Pepsi Beverages North America): +1% YoY 🔹 International Beverages Franchise: +5% YoY 🔹 EMEA: +7% YoY 🔹 LatAm Foods:" @wallstengine on X 2025-07-17 10:08:33 UTC 72.7K followers, 15.4K engagements
"$ASML CFO SAYS LIFTING CHINA CHIP CONTROLS WOULD BOOST DEMAND" @wallstengine on X 2025-07-16 08:00:52 UTC 72.7K followers, 8751 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.17% 🟩 $QQQ +0.16% 🟩 $DJI +0.16% 🟩 $IWM +0.47% 🟩" @wallstengine on X 2025-07-18 13:30:41 UTC 72.9K followers, 5990 engagements
"$NVS Novartis Q2 XX Earnings Highlights 🔹 Core EPS: $XXXX (Est. $2.35) 🟢; UP +24% YoY 🔹 Net Sales: $XXXXX B (Est. $14.02B) 🟢; UP +12% YoY 🔹 Core Operating Income: $XXXX B; UP +20% YoY 🔹 Core Operating Income Margin: 42.2%; UP +340 bp YoY 🔹 Operating Income: $XXXX B; UP +21% YoY 🔹 Net Income: $XXXX B; UP +24% YoY 🔹 Free Cash Flow: $XXXX B; UP +37% YoY Guidance 🔹 Full-year XX Sales: expected to grow high single digit (unchanged) 🔹 Full-year XX Core Operating Income: expected to grow low teens (raised from low double-digit) Select Business Highlights 🔹 Top Brand Growth: Kisqali +64%" @wallstengine on X 2025-07-17 07:35:52 UTC 72.9K followers, 7321 engagements
"TRUMP ANNOUNCES TRADE DEAL WITH INDONESIA - XX% TARIFF" @wallstengine on X 2025-07-22 19:23:13 UTC 73K followers, 11.4K engagements
"🔔 The weekly newsletter has just dropped and should be in your inbox now dont forget to check spam promotions or updates tabs if you dont see it right away" @wallstengine on X 2025-07-20 14:14:38 UTC 72.9K followers, 8362 engagements
"SPACEX JUST MOVED $152M IN BITCOIN 1ST TIME IN X YEARS Arkham data shows a SpaceX-linked wallet transferred 1308 BTC ($152.8M) on July XX. No net change in holdings suggesting an internal reshuffle. SpaceX now holds 6977 BTC worth $818M under Coinbase Prime custody" @wallstengine on X 2025-07-22 06:58:29 UTC 73K followers, 7232 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.01% 🟩 $QQQ -XXXX% 🟥 $DJI +0.40% 🟩 $IWM +0.82% 🟩" @wallstengine on X 2025-07-22 20:01:10 UTC 73K followers, 9727 engagements
"$AMZN's AWS and Veeva Systems $VEEV are deepening their 10-year partnership. Veeva is expanding its use of AWS infrastructure to scale its 50+ Vault applications and data products globally. The two are also teaming up on AI initiatives with AWS joining Veevas AI Partner program and supporting integrations like Amazon Connect within Veevas Vault CRM Service Center" @wallstengine on X 2025-06-25 13:12:49 UTC 72.9K followers, 7581 engagements
"Alibaba $BABA is weighing a sale of exchangeable bonds tied to its stake in $ZTO Express Bloomberg reports. It bought XX% of the delivery firm for $1.38B in 2018. A deal would follow Baidu's $2B Trip. com bond move in March" @wallstengine on X 2025-05-27 13:07:19 UTC 72.9K followers, 7920 engagements
"UPCOMING KEY EVENTS WEEK OF JUL X 2025 Tues: $AEHR $PENG $KRUS Wed: FOMC Minutes + $THTX $AZZ $BSET Thu: Jobless Claims + $DAL $CAG $LEVI $ETWO Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game" @wallstengine on X 2025-07-05 08:01:00 UTC 72.7K followers, 9275 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ +0.12% 🟩 $DJI unch $IWM -XXXX% 🟥" @wallstengine on X 2025-07-10 13:30:44 UTC 72.9K followers, 17.8K engagements
"Apple $AAPL is reportedly set to announce a $XXX million investment in $MP Materials to secure rare earth magnets used in iPhones and other products. The two will also build a new factory in Fort Worth TX expanding U.S.-based supply of critical components for electronics - Fox" @wallstengine on X 2025-07-15 09:27:09 UTC 73K followers, 71.3K engagements
"$GTLB LAUNCHES AI AGENT PLATFORM IN PUBLIC BETA GitLab just rolled out the public beta of its Duo Agent Platform for Premium and Ultimate users. The tool lets developers and AI agents work side by side through IDEs and GitLabs web UI helping streamline and automate software development. The system taps into GitLabs deep project contextcodebase history issues merge requeststo let AI agents do more than just suggest code. It supports JetBrains IDEs and integrates Agentic Chat for both IDEs and the web. General availability is expected by year-end" @wallstengine on X 2025-07-17 20:29:19 UTC 73K followers, 11K engagements
"Morgan Stanley Maintains Overweight on $META Raises PT to $XXX from $XXX Analyst comments: "META's core growth algorithm of continuously improving GPU-enabled machine learning driving higher engagement and monetization seems intact and is likely to continue to drive faster (accelerating) top-line growth. But at 23x '26 EPS (and 38x '26 FCF) we think the keys to outperformance in 2H:25 are likely to be 1) results/guide giving the market confidence in the path toward at least $XX of XX EPS (buyside is at $30+ and we are at $30) and 2) launching of next generation Llama models (with reasoning)" @wallstengine on X 2025-07-21 08:15:01 UTC 72.9K followers, 8099 engagements
"CHINA GIVES CONDITIONAL OK TO $SPNS SYNOPSYS-ANSYS DEAL: Beijings market regulator says the approval comes with commitments: maintain pricing service terms and access for Chinese customers" @wallstengine on X 2025-07-14 07:35:04 UTC 72.9K followers, 6762 engagements
"US RETAIL SALES (MOM - JUN) HEADLINE: XXX% VS. XXX% EST. (PRIOR -0.9%) EX-AUTO: XXX% VS. XXX% EST. (PRIOR -0.3%) CONTROL GROUP: XXX% VS. XXX% EST. (PRIOR 0.4%)" @wallstengine on X 2025-07-17 12:30:54 UTC 72.7K followers, 44.1K engagements
"Intel $INTC is spinning out its AI robotics and biometrics venture RealSense with a fresh $XX million Series A raise backed by MediaTek Innovation Fund and Intel Capital. RealSense which makes robotics automation tools plans to use the funding to expand product lines and meet rising demand. Nadav Orbach Intels VP for incubation and disruptive innovation will lead as CEO. Intel will keep a minority stake as it continues restructuring to stay competitive in AI" @wallstengine on X 2025-07-11 10:54:24 UTC 72.7K followers, 10.6K engagements
"Citizens JMP Downgrades $WRBY to Market Perform from Market Outperform Analyst comments: "We transfer coverage of Warby Parker with a Market Perform rating. We appreciate Warby Parkers: 1) value proposition with its designer quality glasses starting at just $95; 2) vertically integrated offering that gives it cost advantages and control of distribution; 3) runway to open new stores while exploring new strategic partnerships such as its stores within Target; 4) ability to improve revenue per customer and retention driven by further penetration of Warbys holistic care strategy; and 5) efficient" @wallstengine on X 2025-07-10 09:10:59 UTC 72.9K followers, 5161 engagements
"$MP Materials has launched a $500M public offering of common stock with all shares being sold by the company. Proceeds will support expansion efforts including its 10X Facility and broader strategic initiatives. J.P. Morgan and Goldman Sachs are lead bookrunners" @wallstengine on X 2025-07-16 20:30:47 UTC 73K followers, 19.4K engagements
"Morgan Stanley Upgrades $PINS to Overweight from Equalweight Raises PT to $XX from $XX Analyst comments: "1. GPU-Enabled Innovation Budding Through: PINSs multi-quarter GPU-enabled innovation seems to be yielding results as our ad checks remain constructive on improving ad efficiency relevancy and performance-driven growth. We have written about this extensively over the past year here and here but we believe these investments are now yielding material benefits which combined with easing comps and FX can lead to accelerating growth ahead. There are multiple products that we are encouraged by" @wallstengine on X 2025-07-21 08:09:09 UTC 72.9K followers, 6428 engagements
"LVMHs Bernard Arnault is stepping into private aviation with an $800M equity stake in Flexjet via L Catterton valuing the company at $4B. Its the largest equity investment ever made in a private jet operator. Unlike Buffetts full buyout of NetJets Flexjet stays independent" @wallstengine on X 2025-07-21 17:46:59 UTC 73K followers, 10.8K engagements
"$CRWV TO INVEST UP TO $6B IN PENNSYLVANIA AI INFRASTRUCTURE CoreWeave just announced plans to invest up to $X billion in a new AI-focused data center in Lancaster PA. The 100MW facilityexpandable to 300MWwill support high-performance AI workloads and U.S. competitiveness. The news comes ahead of CEO Michael Intrator joining Trump and state leaders at the Energy & Innovation Summit in Pittsburgh" @wallstengine on X 2025-07-15 09:31:20 UTC 72.7K followers, 22.7K engagements
"NOVARTIS $NVS CEO SAYS NEW TARIFFS WONT AFFECT THEIR 2025 PLANS AND THEY HAD GOOD TALKS WITH THE US GOVERNMENT" @wallstengine on X 2025-07-17 10:54:10 UTC 72.9K followers, 7701 engagements
"Over the past year $TSLA has shown a strong pattern on Fridayswhen the first 15-minute candle is green the stock has closed green about XX% of the time. And today its playing out just like that again. Data via @edgeful check them out in the comments for a 7-day free trial" @wallstengine on X 2025-07-18 16:07:34 UTC 72.7K followers, 9869 engagements
"$KHC SELLS ITALIAN BABY FOOD BUSINESS Kraft Heinz is selling its Italian infant and specialty food brands including Plasmon Nipiol and Biaglut plus its Latina production facility to Italys NewPrinces Group. The deal is expected to close by year-end letting Kraft Heinz sharpen focus on core growth platforms like Heinz ketchup mayo and sauces across Europe" @wallstengine on X 2025-07-10 09:03:21 UTC 72.7K followers, 5595 engagements
"ROBINHOOD $HOOD CEO VLAD ON BLOOMBERG: The goal of tokenized public stock is to let retail investors trade private company exposure tackling what he calls one of the biggest inequities in capital markets as firms stay private longer. He confirmed these tokens are structured as derivatives under EU MiCA rules backed by underlying assets held via brokers and dividend rights will be passed to holders. Lithuanias regulator has questions but hes confident the products will withstand scrutiny. He called tokenization the biggest innovation in capital markets in a decade adding US rollout may take" @wallstengine on X 2025-07-08 09:36:06 UTC 72.8K followers, 108.3K engagements
"Today's Key Events (All EST) 07/18/2025 08:00: Fed's Waller 08:30: US Housing Starts 10:00: University Michigan Sentiment Prelim All day: Monthly OPEX Before Open 👇 06:00: Truist Financial $TFC 06:30: 3M $MMM 06:40: Autoliv $ALV 06:50: SLB $SLB 07:00: American Express $AXP 07:05: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Charles Schwab $SCHW" @wallstengine on X 2025-07-18 07:40:14 UTC 72.9K followers, 8169 engagements
"PROSUS OFFERS TO SELL XXXX% STAKE IN DELIVERY HERO $DHER TO BELOW XX% GIVE UP BOARD SEAT TO ADDRESS EU CONCERNS OVER JUST EAT TAKEAWAY DEAL - RTRS" @wallstengine on X 2025-07-18 15:12:07 UTC 73K followers, 8251 engagements
"Ocugen $OCGN is expanding its gene therapy push with key additions to its retina advisory board and exec team. Three top retinal surgeons join as advisors while former FDA and Pfizer veterans Vijay Tammara and Abhi Gupta take on leadership roles. The company aims to file X BLAs over the next X years" @wallstengine on X 2025-07-21 11:32:01 UTC 73K followers, 5531 engagements
"Japans ruling LDP-Komeito coalition lost its upper house majority for the first time since 1955 winning just XX seats. PM Ishiba says hell stay on. Market concern now shifts to fiscal policy tax cuts and gridlock risk ahead of key U.S. trade talks" @wallstengine on X 2025-07-21 06:16:31 UTC 73K followers, 7388 engagements
"$NKE NAMES NEW CONVERSE CEO Jared Carver is stepping down as Converse CEO after XX years. Hell be replaced by Aaron Cain a 21-year Nike veteran and current VP of Global Mens. Cain will take over by the end of July as Nike continues its business realignment" @wallstengine on X 2025-07-11 09:34:13 UTC 72.7K followers, 6473 engagements
"B. Riley Initiates Coverage on $FUFU with Buy Rating Sets PT at $X Analyst comments: "BitFuFu is a Bitcoin mining company primarily focused on providing cloud mining services to a wide customer base including large institutional clients. The company is also expanding its self-mining operations and is actively working to grow its ownership of power infrastructure. As of May XX 2025 BitFuFu manages XXXX EH/s of hashrate and XXX MW of power capacity with XXX MW owned and the remainder operated through hosting agreements and joint ventures. The company targets securing X GW of owned power" @wallstengine on X 2025-07-18 13:15:25 UTC 72.7K followers, 6292 engagements
"PJMs watchdog says theres simply no new capacity left for new data centers and developers will need to bring their own generation to get connected. AI-driven demand is overwhelming the grid with last years capacity auction hitting $14.7B. This weeks may go even higher" @wallstengine on X 2025-07-22 07:22:54 UTC 73K followers, 9366 engagements
"Thiel-backed $ATAI Life Sciences is planning to fully acquire UK-based Beckley Psytech in an all-stock deal valuing Beckley at around $XXX million per Bloomberg. Atai will rename the combined firm Atai Beckley and raise $30M from Adage Capital and Ferring Ventures. Deal hinges on mid-2025 trial results for Beckleys intranasal depression treatment" @wallstengine on X 2025-06-02 11:15:18 UTC 72.9K followers, 8164 engagements
"Novartis $NVS just lost its bid to block MSNs generic version of Entresto. A Delaware judge ruled they failed to prove infringement at trial" @wallstengine on X 2025-07-11 15:35:29 UTC 72.9K followers, 7495 engagements
"More than XX% of the new power capacity added in the U.S. in 2024 came from renewables. Out of XXX GW installed XXX GW was clean energy. Thats nearly 10x the non-renewables added and the highest clean capacity growth on record. - Torsten Slok" @wallstengine on X 2025-07-19 12:09:05 UTC 72.9K followers, 15K engagements
"$META HIRES TWO KEY $AAPL AI EXPERTS AFTER POACHING THEIR BOSS Meta has added Apple veterans Mark Lee and Tom Gunter to its Superintelligence Labs team just weeks after poaching their former boss Ruoming Pang with a $200M+ pay package. Gunters deal reportedly tops $100M -BBG" @wallstengine on X 2025-07-17 23:57:05 UTC 73K followers, 20.4K engagements
"$HIMS APP DOWNLOADS DECLINE Y/Y FOR FIRST TIME Morgan Stanleys Alphawise data shows a notable slowdown for Hims & Hers in Junemonthly app downloads fell year-over-year for the first time and web traffic rose just X% the weakest growth since March 2024" @wallstengine on X 2025-07-14 10:23:19 UTC 72.7K followers, 26.2K engagements
"Boyd Gaming $BYD is selling its X% stake in FanDuel to Flutter $FLUT for $1.755B cash. The deal closes Q3 2025 with proceeds going toward debt reduction. Boyd will get fixed fees from FanDuels mobile betting in X states through 2038 and expects its online segment to generate $50-55M op income and Adj. EBITDAR in 2025" @wallstengine on X 2025-07-10 20:49:59 UTC 72.9K followers, 7210 engagements
"TRUMP: JUST MADE A TRADE DEAL WITH VIETNAM" @wallstengine on X 2025-07-02 14:27:22 UTC 73K followers, 15.3K engagements
"CHINA TO BAN RESALE OF NEW CARS WITHIN X MONTHS China plans to crack down on zero-mileage used car saleswhere new cars are insured but unsoldto meet sales targets" @wallstengine on X 2025-07-19 15:54:40 UTC 72.9K followers, 16.7K engagements
"BLACKROCK-LED $BLK GROUP TO INVEST IN $XX BILLION ARAMCO JAFURAH INFRASTRUCTURE DEAL - REUTERS" @wallstengine on X 2025-07-17 15:01:36 UTC 72.8K followers, 8533 engagements
"$GM is trying to offset XX% of the $45B tariff hit through cost cuts flexible manufacturing and steady pricing. Also resumed buybacks in July. Pricing in North America is expected to rise XXXX% YoY. Meanwhile $4B is going into U.S. plant expansion to add 300K units of high-margin capacity by 2027" @wallstengine on X 2025-07-22 10:41:57 UTC 73K followers, 5991 engagements
"BYTEDANCE DEVELOPING MIXED REALITY GOGGLES ByteDance is working on lightweight mixed reality goggles per The Information signaling its not done with AR/VR despite prior setbacks. The device part of a longer-term effort code-named Swan follows a similar path to $META's mixed reality push with Metas version expected in 2027. ByteDances Pico unit had previously pulled back after canceling its Pico X headset but this new move shows the company is staying in the game" @wallstengine on X 2025-07-14 16:38:48 UTC 72.7K followers, 18.8K engagements
"Perplexity CEO Aravind Srinivas in a Reddit AMA said $GOOGL's ad-driven business model is fundamentally at odds with the future of AI agents. At some point they need to embrace one path and suffer in order to come out stronger rather than hedging between innovation and protecting ad revenueand playing both ways. He argued that tools like Perplexitys new browser Comet are built to work for usersnot advertisers. While acknowledging Googles role in maintaining Chromium Srinivas said the companys bureaucracy and internal silos are slowing it down. We underestimated peoples willingness to pay he" @wallstengine on X 2025-07-17 09:58:20 UTC 72.7K followers, 23.1K engagements
"#Fed balance sheet (Mar 22-29): Total assets shrink by $28B to $8.756T BTFP loans surge by $10.7B to $64.4B Discount window borrowing drops by $22B to $88.2B $SPY $QQQ $FRC $SCHW $BAC $JPM $PACW $KRE" @wallstengine on X 2023-03-30 20:44:10 UTC 72.9K followers, 2563 engagements
"TRUMP SET TO SIGN ORDER OPENING UP 401(K)S TO PRIVATE MARKETS: WSJ The move would push the Labor Dept and SEC to guide employers on allowing private equity and credit in retirement plans. With $12.4T in defined- contribution assets firms like Blackstone and Apollo could tap into massive retail flows as pension money hits limits. Some companies already offer small allocations but legal risk over fees has kept most on the sidelines" @wallstengine on X 2025-07-15 22:13:43 UTC 72.7K followers, 28K engagements
"MOBILEYE $MBLY PRELIM 2Q ADJ. REV. $502M TO $506M EST. $465.9M" @wallstengine on X 2025-07-08 20:13:01 UTC 72.6K followers, 12.7K engagements
"Senator Elizabeth Warren is pressing credit rating agencies like Moodys S&P and Fitch for details on how they rate private-credit products. She also urged Treasury Secretary Scott Bessent to evaluate how big the private-credit space has gottenand what threats it could pose to financial stability" @wallstengine on X 2025-07-17 19:20:21 UTC 72.9K followers, 6748 engagements
"Cantor Fitzgerald Maintains Overweight on $COIN Raises PT to $XXX from $XXX Analyst comments: "Regulatory and institutional momentum have propelled Bitcoin to new ATHs as well as other major assets seeing a significant move higher. This dynamic has also helped propel shares of COIN towards ATHs. We have seen in the past that when crypto rallies trading volumes tick up and we are seeing this happening again. We are revising our estimates higher particularly for 2026E driven by 1) slightly higher transaction revenue (assuming 2026E will be down less than we previously thought); 2) higher" @wallstengine on X 2025-07-21 11:13:53 UTC 73K followers, 12.1K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ unch $DJI unch $IWM +0.12% 🟩" @wallstengine on X 2025-07-22 13:30:58 UTC 73K followers, 16.3K engagements
"$CRC NEWSOM PROPOSES TO EASE PERMITS FOR OIL DRILLING IN CALIFORNIA - BLOOMBERG" @wallstengine on X 2025-07-18 19:17:14 UTC 72.9K followers, 8631 engagements
"$DECK Deckers Outdoor Q4 Earnings Highlights 🔹 Revenue: $1.02B (Est. $1.006B) 🟢; +6.5% YoY 🔹 Adj EPS: $XXXX (Est. $0.59) 🟢 🔹 OI: $173.9M (Est. $107.1M) 🟢 🔹 Net Income: $151.4M (Est. $89.5M) 🟢 FY Outlook Withdrawn: 🔸 Deckers withdrew full-year FY26 guidance due to macroeconomic uncertainty and evolving global trade policies. Q1 Guidance: 🔹 Revenue: $890M$910M (Est. $925.3M) 🔴 🔹 EPS: $0.62$0.67 (Est. $0.79) 🔴 Segment Revenue (Q4 YoY): 🔹 HOKA: $586.1M; +10.0% YoY 🔹 UGG: $374.3M; +3.6% YoY 🔹 Other Brands: $61.3M; -XXX% YoY Channel Performance (Q4 YoY): 🔹 Wholesale: $611.6M;" @wallstengine on X 2025-05-22 20:17:25 UTC 72.7K followers, 20K engagements
"Comcast $CMCSA is raising prices on its Peacock streaming service by $X a month according to an email cited by Bloomberg" @wallstengine on X 2025-07-17 18:35:18 UTC 72.9K followers, 6871 engagements
"Russian precious metals exports to China hit $1B in H1 up XX% YoY as gold prices jump XX% this year. With access to Western hubs blocked China has become a key outlet for Russian supply. Domestic demand in Russia is also hitting records as savers turn to metals" @wallstengine on X 2025-07-21 09:00:58 UTC 73K followers, 6472 engagements
"$ETN TEAMS UP WITH $NVDA TO POWER AI DATA CENTERS: Eatons developing 800V HVDC power systems for NVIDIAs next-gen Rubin Ultra GPU racks aiming to handle 1MW+ setups. Its part of a push to modernize data center power infrastructure as global capex is expected to top $1T by 2029" @wallstengine on X 2025-07-15 11:55:15 UTC 72.9K followers, 8228 engagements
"$TKO WWE is teaming up with Fanatics Betting and Gaming to launch exclusive WWE-themed online casino games in the U.S. rolling out in Michigan New Jersey Pennsylvania and West Virginia at the end of Julyjust in time for SummerSlam" @wallstengine on X 2025-07-15 16:46:11 UTC 72.8K followers, 6207 engagements
"NANCY PELOSI EXERCISES BROADCOM CALL OPTIONS Nancy Pelosi exercised 20000 call options on $AVGO with a strike price of $XX. These were purchased back on June XX 2024 and exercised on June XX 2025. The transaction value is reported between $X million and $X million" @wallstengine on X 2025-07-10 13:29:32 UTC 72.7K followers, 12.2K engagements
"Today's Key Events (All EDT) 04/11/2025 08:00: Fed's Kashkari 08:30: US PPI 09:00: Fed's Collins Speaks 10:00: U.Mich Sentiment Prelim 10:00: Fed's Musalem 11:00: Fed's Williams Before Open 👇 05:55: BlackRock $BLK 06:45: $BK 06:50: Fastenal $FAST 06:55: JPMorgan $JPM 07:00: Wells Fargo $WFC 07:35: Morgan Stanley $MS" @wallstengine on X 2025-04-11 07:12:53 UTC 72.7K followers, 23K engagements
"TRUMP SAYS COCA-COLA $KO AGREED TO USE CANE SUGAR FOR COKE IN US" @wallstengine on X 2025-07-16 20:24:47 UTC 72.8K followers, 31K engagements
"Politico reports the EU is preparing a 2nd wave of countermeasures targeting 72B ($78B) in U.S. exportsincluding aircraft cars food and bourbonafter Trump threatened XX% tariffs on EU goods starting Aug. X. Nearly 11B in aircraft and parts top the list followed by machinery autos chemicals and medical gear. This new proposal replaces an earlier 95B list and still requires formal approval by member states. The EU has delayed its first round of tariffs (21B) to Aug. X to keep the door open for a deal" @wallstengine on X 2025-07-14 22:15:25 UTC 72.8K followers, 8732 engagements
"BofA Reiterates Buy Rating on $UBER PT at $XXXXXX Analyst comments: "Massive supply coming online in the next few years; Buy. Ubers latest announcement adds to a string of recent autonomous vehicle (AV) partnership launchesincluding Baidu and Volkswagenmarking its 21st AV partnership overall and 13th in the Mobility segment. With AI driving the proliferation of Level X AVs we anticipate a more competitive market landscape that should benefit Uber as the primary demand aggregator. As AV unit economics are established we expect new financial partners to enter the space providing additional" @wallstengine on X 2025-07-18 14:19:54 UTC 72.7K followers, 10.3K engagements
"$META CEO MARK ZUCKERBERG HIRES THREE GOOGLE AI $GOOGL RESEARCHERS WHO WORKED ON GOLD MEDAL-WINNING DEEPMIND MODEL" @wallstengine on X 2025-07-22 20:13:16 UTC 73K followers, 21.1K engagements
"Rubrik $RBRK is expanding its AWS support with new data protection for Amazon $AMZN DynamoDB and enhanced cyber resilience for RDS PostgreSQL. The update brings centralized backup management storage-efficient snapshots and immutable protection across regionsdesigned for cost-effective cloud resilience" @wallstengine on X 2025-07-15 12:16:46 UTC 72.9K followers, 8274 engagements
"Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block" @wallstengine on X 2025-06-12 20:15:32 UTC 73K followers, 11.8K engagements
"Mercury Systems $MRCY has signed two production deals with a top European defense contractor to supply radar and electronic warfare tech. One five-year agreement covers sensor subsystems for air land and sea systems; another expands MMIC component production" @wallstengine on X 2025-07-16 11:02:17 UTC 72.9K followers, 6327 engagements
"$BMY says its Phase X INDEPENDENCE trial for Reblozyl in myelofibrosis-associated anemia didnt meet its primary endpoint (p=0.0674). While not statistically significant the drug showed numerical gains in transfusion independence and secondary benefits. Bristol Myers plans to engage with FDA and EMA despite the miss" @wallstengine on X 2025-07-18 11:07:44 UTC 72.8K followers, 6352 engagements
"Piper Sandler Reiterates Overweight on $TSLA Maintains PT at $400; 'It's Not as Bad as You Think' Analyst comments: "Quantifying Regulatory Credits in the Trump Era: It's Not as Bad as You Think; We frequently receive questions about Tesla's regulatory credits and for good reason: the company received $3.5B in 'free money' last year representing roughly XXX% of FY24 free cash flow. So it's fair to ask: will recent regulatory changes threaten Tesla's earnings outlook In short we think the answer is no at least not in 2025. We think that while it's true that the U.S. government is committed to" @wallstengine on X 2025-07-21 13:57:05 UTC 73K followers, 8432 engagements
"Morgan Stanley Raises $AMZN PT to $XXX (Street High) from $XXX - Overweight; Top Pick Analyst comments: "We raise our 2026/2027 EPS estimates by 9%/6% for lower tariffs with $X of 2026 EPS returning as our base case. Anthropic Azure's GenAI and non-GenAI strength as supply eased and our CIO survey give us more conviction in AWS acceleration ahead. We raise our price target to $XXX (35% upside) and set a $XXX bull case (60% upside). Amazon remains our top pick. The macro backdrop has significantly improved since mid-April when we published Amazon Inc: Analyzing X Factors of Uncertainty and" @wallstengine on X 2025-07-11 11:09:16 UTC 72.9K followers, 42.7K engagements
"$PM TOPS Q2 EPS RAISES FULL-YEAR GUIDANCE Philip Morris posted Q2 EPS of $XXXX beating estimates by $XXXX. Revenue came in at $10.14B slightly below the $10.31B consensus. The company raised its full-year EPS guidance to $7.43$7.56 vs. $XXXX consensus. Adjusted diluted EPS grew XX% YoY to $XXXX with organic operating income up nearly 15%. Smoke-free products now make up XX% of total net revenue with IQOS alone generating over $3B in the quarter. ZYN pouch volumes in the U.S. jumped over XX% YoY hitting 190M cans. Global smoke-free shipment volume rose XXXX% while traditional cigarette volume" @wallstengine on X 2025-07-22 11:59:19 UTC 73K followers, 7842 engagements
"CITI ON CPI: 'SHOULD KEEP FED OFFICIALS CONFIDENTLY ON TRACK TO RESUME POLICY RATE REDUCTIONS IN SEPTEMBER' "Citis view Todays inflation report is the fourth consecutive softer monthly reading and should keep Fed officials confidently on track to resume policy rate reductions in September. Details have us tracking stronger XXXX% MoM core PCE but this reflects temporary strength in dental services and a rebound in portfolio management fees which should not be concerning to Fed officials after three sub-target monthly annualized readings." "We will have a better read on core PCE after the" @wallstengine on X 2025-07-15 14:26:09 UTC 72.9K followers, 28.1K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ unch $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-14 13:30:43 UTC 72.9K followers, 18.7K engagements
"$PSN SELECTED FOR DUBAI METRO BLUE LINE Parsons has been picked by Dubais Roads and Transport Authority as the project management consultant for the Dubai Metro Blue Line a five-year contract covering design review procurement construction supervision testing and handover. The Blue Line will run XX km with XX stations linking districts like Mirdif Dubai Silicon Oasis and Dubai Creek Harbour and is expected to handle up to 320000 passengers daily when it opens in 2029. This expands Parsons long-standing partnership with RTA after delivering major projects like the Red and Green Lines Route" @wallstengine on X 2025-07-08 10:04:29 UTC 72.9K followers, 6621 engagements
"Broadcom $AVGO has pulled out of a proposed microchip plant in Spain after talks with the government fell apart per Europa Press. The deal was expected to be worth around $1B & was part of Spains push to grow its semiconductor industry using EU recovery funds" @wallstengine on X 2025-07-14 09:15:44 UTC 72.9K followers, 10.8K engagements
"Today's Key Events (All EST) 07/21/2025 10:00: US Leading Index Change MoM 11:30: US 6- & 3- Month Bill Auction Before Open 👇 06:05: Domino's Pizza $DPZ 06:55: Verizon Communications $VZ 06:55: Roper Technologies $ROP 07:00: Cleveland-Cliffs $CLF After Hours 👇 16:00: $AGNC Investment 16:05: Crown Holdings $CCK 16:05: Calix $CALX 16:05: Agilysys $AGYS 16:05: $RLI 16:05: ServisFirst Bancshares $SFBS 16:10: NXP Semiconductors $NXPI 16:10: BOK Financial $BOKF 16:10: $ZION 16:10: W.R. Berkley $WRB 16:10: Alexandria Real Estate Equities $ARE 16:15: Medpace $MEDP 16:15: Equity LifeStyle Properties" @wallstengine on X 2025-07-21 06:08:55 UTC 73K followers, 8782 engagements
"SHARPLINK $SBET PURCHASES 79949 ETH BETWEEN JUL XX - JUL XX AT AN AVERAGE OF $3238 (TOTAL: $258M)" @wallstengine on X 2025-07-22 12:07:32 UTC 73K followers, 13.3K engagements
"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production." @wallstengine on X 2024-12-02 07:30:30 UTC 72.9K followers, 20.6K engagements
"Citi Upgrades $TIGR to Buy from Neutral Raises PT to $XX from $XXXX Analyst comments: "Given US/HK market conditions have held up better than expected and crypto biz launch could potentially boost overall retail client trading activities we revise up 2527E earnings forecast by 18%29%. After combining the potential revenue upside from VASP and VATP licenses we see TIGRs 2427E earnings CAGR to be boosted to XX% (vs. our model earnings CAGR of XXXX% without crypto biz). This in our view could help justify a 26E target P/E of 19.2x. Applying this to an increased 26E EPADS of USD0.72 implies a" @wallstengine on X 2025-07-22 08:34:37 UTC 73K followers, 18.2K engagements
"$RKT flagged positive again by Citron Research pointing to a new Motley Fool piece calling it a "$35T opportunity."" @wallstengine on X 2025-07-17 14:14:08 UTC 72.9K followers, 12.1K engagements
"Raymond James Upgrades $USB to Strong Buy from Outperform Raises PT to $XX from $XX Analyst comments: "We are upgrading shares of U.S. Bancorp to Strong Buy from Outperform. We have increasing confidence that the bank will reach its targeted medium-term profitability metrics driven by 200+ basis points of positive operating leverage this year and 150+ basis points of positive operating leverage in 2026. We expect such profitability improvement to shift investor sentiment on this 'show me' story to the positive side. The Streets lack of confidence in the banks ability to reach medium-term" @wallstengine on X 2025-07-07 09:41:08 UTC 72.7K followers, 6423 engagements
"$OKLO just signed a deal with $VRT to co-develop modular power and cooling solutions for hyperscale data centerspowered by Oklos advanced nuclear reactors. The partnership aims to pair Oklos on-site steam and electricity with Vertivs infrastructure tech to boost efficiency and cut environmental impact. First pilot will be at Oklos Aurora powerhouse" @wallstengine on X 2025-07-22 09:03:32 UTC 73K followers, 15.6K engagements
"UBS started coverage on Frontier $ULCC at Neutral with a $X PT saying profits in 2H depend on strong 3Q RASM growth. JetBlue $JBLU was initiated at Sell with a $X PT due to downside risks despite possible 2Q beats. Alaska Air $ALK was started at Neutral with a $XX PT" @wallstengine on X 2025-07-07 10:37:22 UTC 72.6K followers, 7081 engagements
"$EOSE GETS DOE FUNDING BOOST Eos Energy just secured its second Department of Energy loan advance of $22.7M completing the first $90.9M tranche to expand U.S. zinc battery production. With rising demand from AI data centers and buy American storage markets Eos is scaling fast submitting a purchase order for its second state-of-the-art manufacturing line to back its X GWh in signed MOUs" @wallstengine on X 2025-07-01 20:12:19 UTC 73K followers, 20.6K engagements
"Shared this $BBWI idea with Discord members earlier last week. It worked out pretty well hitting the 200DMA which was our preferred target as mentioned" @wallstengine on X 2025-07-01 18:39:08 UTC 72.9K followers, 8922 engagements
"Blink Charging $BLNK is expanding its partnership with Belgiums Group Bernaerts to double EV charger installations across Antwerp and Mechelen properties by end-2025. Usage is surgingkWh charged has tripled annuallyand new sites will target high-traffic zones beyond office hours" @wallstengine on X 2025-07-21 12:45:04 UTC 73K followers, 7297 engagements
"ORCALE $ORCL IS SAID TO SUPPLY OPENAI WITH X MILLION AI CHIPS FOR DATA CENTERS" @wallstengine on X 2025-07-22 10:06:26 UTC 73K followers, 17.3K engagements
"$GE General Aerospace Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $9.54B) 🟢 🔹 Adj EPS: $XXXX (Est. $1.43) 🟢 🔹 Adj Free Cash Flow: $XXXX B (Est. $XXXX B) 🟢 FY25 Guidance 🔹 Adj EPS: $XXXX XXXX (Est. $5.63) 🟢 🔹 Adj Operating Profit: $XXX XXX B 🔹 AdjFree Cash Flow: $XXX XXX B Long-Term Targets 🔹 FY28 Adjusted EPS: $XXXX 🔹 Shareholder Returns: $XX B (202426) 🔹 Free Cash Flow Payout: XX% post-2026 Q2 Segment Results 🔹 Defense & Propulsion Technologies Revenue: $XXXX B 🔹 Commercial Engines & Services Revenue: $XXXX B (Est. $XXXX B) 🟢" @wallstengine on X 2025-07-17 10:42:34 UTC 73K followers, 13.9K engagements
"Compass Point Downgrades $CRCL to Sell from Neutral Lowers PT to $XXX from $XXX Analyst comments: "After U.S. stablecoin legislation passed last week we are downgrading CRCL to Sell from Neutral and reducing our PT to $XXX (-$75). We still believe USDC can be an integral part of the financial system; however we're more cautious towards CRCL's long-term economics than its $53bn valuation implies. In the coming months we expect Circle to expand its distribution network while sharing a greater percent of interest income. We also expect traditional banks and Fintechs to announce competing" @wallstengine on X 2025-07-22 10:20:12 UTC 73K followers, 6749 engagements
"Barclays Downgrades $TGT to Underweight from Equalweight Maintains PT at $XXXXX Analyst comments: "This is a current state underweight; we see value in the TGT model but absent a bigger strategic shift we believe sales will continue to underperform. What else is changing We published a deep dive recently on many of TGT's issues (Slipping Away: Is This Fixable). Since then the macro seems like it could get worse as inflation is just starting to accelerate. Also while our analysis suggests comps have improved from Q1 (less bad still negative) it has continued to underperform in both consumables" @wallstengine on X 2025-07-21 10:19:47 UTC 73K followers, 5435 engagements
"$OSCR JUST DROPPED PRELIMINARY Q2 RESULTS AND REVISED FULL-YEAR GUIDANCE: The company expects a $230M operating loss in Q2 and a full-year loss from ops of $200M$300M. 2025 revenue now seen at $12.0B$12.2B with medical loss ratio raised to 86%87% as risk scores and utilization stay elevated. Adjusted EBITDA loss expected to be $120M lower than op loss. Full report lands Aug X premarket" @wallstengine on X 2025-07-22 10:18:52 UTC 73K followers, 87K engagements
"Sequans $SQNS just bought another XXX bitcoin for $79M paying an average of $116K per coin. The chipmaker now holds 1053 BTC worth about $120M after adopting bitcoin as its primary treasury asset in June" @wallstengine on X 2025-07-14 10:03:36 UTC 72.7K followers, 6837 engagements
"Evercore ISI Upgrades $DOCS to Outperform from In Line Raises PT to $XX from $XX Analyst comments: "Overall we see DOCS as prudently setting FY26 guidance in a conservative spot. We see the PoC/Formulary business as likely to grow at least mid-double digits (vs. XXX% in FY25) in FY26 to $140+ million supported by recent channel checks. This would allow the remaining Pharma business to grow X% and still hit the current midpoint of the companys current revenue guide of $619-631 million (assuming X% growth in health systems/hospital revenue). In addition we see Pharma revenue ($535 million in" @wallstengine on X 2025-07-09 10:18:25 UTC 73K followers, 8186 engagements
"The Trade Desk $TTD will be added to the S&P XXX before the open on Friday July XX replacing ANSYS $ANSS which is being acquired by Synopsys $SNPS. The ANSYS-Synopsys deal is expected to close July 17" @wallstengine on X 2025-07-14 21:36:04 UTC 72.8K followers, 11.2K engagements
"Truist: $HIMS: Truist Card Data Trends Point to Revenues Likely In-Line to Slightly Below Cons in Q2 Analyst comments "In partnership with the Truist Securities' Data Science Team we conducted a refresh of Truist Card Data for Hims & Hers (HIMS Hold) and Roman Health Ventures (private) based on June 2025 data. Our analysis indicates HIMS' revenues likely to come in in-line to slightly below consensus. As we have noted in the past unless HIMS exits Q2 at a much higher run-rate relative to its guide or the recent acquisition/upcoming acquisitions contribute materially to revenues this year 2H" @wallstengine on X 2025-07-07 12:00:18 UTC 72.7K followers, 9029 engagements
"FED CHAIR POWELL: "We need our big banks well-capitalized managing risk and free to competewith each other nonbanks and global players. Its not just about individual rulesits about how the whole capital framework fits together. Opening remarks at todays Fed Conference on Large Bank Capital Framework" @wallstengine on X 2025-07-22 12:32:19 UTC 73K followers, 12.7K engagements
"Jefferies Upgrades $MDLZ to Buy from Hold Raises PT to $XX from $XX Analyst comments: "At our Nantucket Conference MDLZ spoke to a strong Easter with share gains in key markets. Europe tracked channel data we analyze supports that plus May/June volumes down X% / pricing up XX% shows fairly limited demand destruction. While U.S. retail sales data suggests a still pressured consumer we believe Europe dynamics strong execution and an improving cocoa outlook position MDLZ well for profit upside in '26 and beyond." Analyst: Scott Marks" @wallstengine on X 2025-07-17 09:17:15 UTC 73K followers, 6024 engagements
"$KO Coca-Cola Q2'25 Earnings Highlights 🔹 Comparable EPS: $XXXX (Est. $0.83) 🟢; UP +4% YoY 🔹 Revenue: $12.5B (Est. $12.55B) 🔴; UP +1% YoY 🔹 Comparable Operating Margin: XXXX% (Est. 33.1%) 🟢; UP +1.9 pts YoY 🔹 Adj. Organic Revenue: +5% YoY (Est. +4.49%) 🟢 🔹 Price/Mix: +6% (Est. +5.59%) 🟢 🔹 Unit Case Volume: -X% (Est. -0.36%) 🔴 🔹 Concentrate Sales: -X% (Est. -0.83%) 🔴 FY25 Guidance (Updated) 🔹 Comparable EPS Growth: +3% vs. $XXXX in 2024 (Prior: +2%3%) 🔹 Currency-Neutral EPS Growth: X% 🔹 Organic Revenue Growth: 5%6% (Unchanged) 🔹 FX Headwind to Net Revenue: 1%2%; Structural" @wallstengine on X 2025-07-22 11:03:02 UTC 73K followers, 16.1K engagements
"$FRT TEAMS UP WITH MERCEDES-BENZ FOR EV CHARGING Federal Realty is partnering with Mercedes-Benz High-Power Charging to roll out over XXX ultra-fast EV charging stalls at 50+ retail properties nationwide. The first XX locations will include up to XX stalls each with XXX kW speeds starting operations in 2026. CEO Don Wood called it a strategic move to enhance customer experience and property value" @wallstengine on X 2025-07-09 11:35:35 UTC 72.6K followers, 6439 engagements
"REPORTEDLY Palo Alto Networks $PANW is in advanced talks to acquire SentinelOne per industry chatter with deal estimates ranging between $8B$10B. Source: CTech" @wallstengine on X 2025-07-21 18:12:08 UTC 73K followers, 33.2K engagements
"COINBASE $COIN: US TRADERS CAN NOW ACCESS PERPETUAL-STYLE FUTURES" @wallstengine on X 2025-07-21 17:30:10 UTC 73K followers, 26.8K engagements
"$HIMS PLANS CANADA EXPANSION IN 2026 Hims & Hers will launch its weight loss program in Canada next year coinciding with the first global availability of generic semaglutide. The company says generics will be significantly cheaper than branded versions costing over C$200/month" @wallstengine on X 2025-07-09 13:02:16 UTC 72.7K followers, 18.4K engagements
"$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at" @wallstengine on X 2025-03-26 10:39:22 UTC 72.7K followers, 7224 engagements
"$LMT Lockheed Martin Q2'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $18.58B) 🔴; FLAT YoY 🔹 EPS: $XXXX (Est. $6.54) 🔴; DOWN -XX% YoY FY25 Guidance (Reaffirmed) 🔹 EPS: $21.70$22.00 (Prior: $27.00$27.30) 🔴 🔹 Sales: $73.75B$74.75B 🔹 Free Cash Flow: $6.6B$6.8B 🔹 Cash from Operations: $8.5B$8.7B 🔹 CapEx: $1.9B 🔹 Segment Op. Profit: $6.6B$6.7B (Prior: $8.1B$8.2B) 🔴 Major Charges This Quarter 🔸 $950M pre-tax loss on classified Aeronautics program 🔸 $570M loss on Canadian Maritime Helicopter Program (CMHP) 🔸 $95M loss on Turkish Utility Helicopter Program (TUHP) 🔸 $66M impairment" @wallstengine on X 2025-07-22 11:45:02 UTC 73K followers, 15.7K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.18% 🟩 $QQQ +0.36% 🟩 $DJI +0.20% 🟩 $IWM +0.69% 🟩" @wallstengine on X 2025-07-14 20:00:42 UTC 72.9K followers, 12.4K engagements
"🔔 The Earnings Preview newsletter just dropped for $VZ $DPZ $KO $GEV $TSLA $GOOGL $CMG $NOW $INTC and $DECK If you're subscribed it should be in your inbox. You can also check it out online here:" @wallstengine on X 2025-07-20 01:34:14 UTC 73K followers, 26.2K engagements
"REPORTEDLY SoftBank and OpenAI are clashing over where to build sites for their $500B Stargate AI project. Despite a high-profile White House launch no data center deals have been closed. The near-term target has been scaled down to a small facility in Ohio by year-end. - WSJ" @wallstengine on X 2025-07-21 21:26:57 UTC 73K followers, 30K engagements
"Needham Maintains Buy Rating on $UBER Raises PT to $XXX from $XXX Analyst comments: "We observed pricing moving slightly higher QoQ for UBER and LYFT. This coupled with healthy demand data points gives us greater confidence in our 2Q estimates but not enough to increase. LYFT's pricing advantage and Uber's wait time advantage are at recent highs. We are increasing our PT on UBER on a higher target multiple but a discount to where it trades now. Near term the multiple is likely dependent on the next AV headline (see tracker in Exhibit X below). UBER/LYFT launching with May Mobility this year" @wallstengine on X 2025-07-14 11:34:00 UTC 73K followers, 13.6K engagements
"ICYMI: BLACKROCK DISCLOSES XXX% STAKE IN $EOSE In a Schedule 13G filing dated July XX 2025 BlackRock Inc. reported owning 16043211 shares of Eos Energy Enterprises or about XXX% of the companys Class A stock as of June XX. BlackRock holds sole voting power over 15.6M shares and sole dispositive power over all 16M shares. The position was acquired and is held in the ordinary course of business per the filing" @wallstengine on X 2025-07-18 11:32:30 UTC 73K followers, 23.5K engagements
"TSMC $TSM is speeding up parts of its Arizona expansion by several quarters to meet surging U.S. demand for AI and high-performance chips per WSJ" @wallstengine on X 2025-07-17 12:26:00 UTC 72.6K followers, 10.2K engagements
"American Airlines $AAL and Mastercard $MA are extending their 40-year partnership keeping Mastercard as the exclusive network for AAdvantage co-branded cards. The deal will enhance personalized offers fraud detection and new ways to redeem miles using Mastercards tech stack" @wallstengine on X 2025-07-21 13:03:44 UTC 73K followers, 7213 engagements
"ELLIOTT MANAGEMENT BUILDS STAKE IN GLOBAL PAYMENTS $GPN IN WAKE OF WORLDPAY DEAL - FT" @wallstengine on X 2025-07-15 20:04:57 UTC 72.7K followers, 10.3K engagements
"$UAL United Airlines Q2'25 Earnings Highlights 🔹 Revenue: $15.2B (Est. $15.33B) 🔴; UP +1.7% YoY 🔹 Adj EPS: $XXXX (Est. $3.84) 🟢 🔹 Passenger Revenue: $13.84B (Est. $13.92B) 🔴 Guidance 🔹 FY Adjusted EPS: $9.00$11.00 (Est. $9.92) 🟡 🔹 Q3 Adjusted EPS: $2.25$2.75 (Est. $2.65) 🟡 Segment / Operating Metrics 🔹 RPM: 70.09B (Est. 70.81B) 🔴 🔹 ASM: 84.35B (Est. 84.15B) 🟢 🔹 PRASM: 16.40; DOWN -XXX% YoY 🔹 Cost per ASM ex-Fuel (CASM ex-Fuel): 12.36; UP +2.1% YoY 🔹 Capacity: UP +5.9% YoY 🔹 TRASM: DOWN -XXX% YoY 🔹 CASM: UP +0.6% YoY 🔹 CAPEX: $1.29B 🔹 Cargo Revenue: UP +3.8% YoY 🔹 Premium" @wallstengine on X 2025-07-16 20:07:46 UTC 72.7K followers, 8359 engagements
"Barclays Upgrades $DLTR to Overweight from Equalweight Raises PT to $XXX from $XXX Analyst comments: "Following the FDO sale we believe DLTR offers a cleaner growth story with strong momentum observed in Q1 accelerating in Q2 and set up well through the remainder of FY25/26. We see upside to earnings and valuation. External drivers are supportive including 'trade in' which could accelerate further this year and benefits from competitor closings. Internal initiatives are progressing including multi price point (both conversions and the core store base) which seems to be resonating while also" @wallstengine on X 2025-07-21 10:19:46 UTC 73K followers, 7076 engagements
"COSTCO $COST is reportedly setting up its first Global Capability Center (GCC) in Hyderabad India per Reuters. The center will launch with 1000 employees and scale over time" @wallstengine on X 2025-07-21 18:37:39 UTC 73K followers, 11.9K engagements
"CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN" @wallstengine on X 2025-07-15 15:58:06 UTC 72.8K followers, 11.4K engagements
"$ISRG Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $XXXX (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: XXXX% to XX% 🔸 Gross Margin: 66%67%; includes X% tariff impact 🔸 OpEx Growth: 10%14% Q2 Segment: 🔹 Instruments & Accessories Revenue: $1.47B; UP +18% YoY 🔹 Systems Revenue: $575M; UP +28% YoY 🔹 XXX da Vinci Surgical Systems Placed (vs. XXX YoY); includes XXX da Vinci X systems (vs. XX YoY) 🔹 Installed Base: 10488 systems; UP +14% YoY 🔹 Worldwide da Vinci Procedures: UP +17% YoY" @wallstengine on X 2025-07-22 20:07:46 UTC 73K followers, 13.2K engagements
"Citigroup $C has poached X senior JPMorgan $JPM bankers Bloomberg reports. Aloke Gupte will become global co-head of equity capital while Alex Watkins takes on a new role as head of tech financing. Both previously led JPMs ECM business outside the US" @wallstengine on X 2025-07-16 14:44:41 UTC 72.7K followers, 7055 engagements
"JPMORGAN ON OPENAI: VALUATION HIGH AND MOAT SHRINKING JPMorgan says OpenAIs revenue is growing fast$10B ARR in 1H25 up 82%but warns its still years from profit and valued at 27x 2025E revenue. Thats steep next to AI peers (M7 avg 9x). With ChatGPT now at 800M users and a $300B valuation JPM sees a $700B+ TAM by 2030 but notes rising risks around model commoditization talent and infrastructure. The report says OpenAIs moat is shrinking as newer models outperform GPT-4 (95th in LMSYS Arena) and enterprise adoption remains tough. Agents and monetization outside APIs are key to long-term upside" @wallstengine on X 2025-07-18 11:56:05 UTC 73K followers, 21.6K engagements
"Potential Stocks for S&P XXX Inclusion Announcement Coming After the Bell (Ranked by Likelihood) AppLovin $APP Robinhood $HOOD Coinbase $COIN DoorDash $DASH HubSpot $HUBS The Trade Desk $TTD Datadog $DDOG Veeva Systems $VEEV Carvana $CVNA Zoom $ZM Pinterest $PINS Interactive Brokers $IBKR SS&C Technologies $SSNC Equinix $EQIX United Airlines $UAL" @wallstengine on X 2025-03-07 16:14:59 UTC 72.9K followers, 35.4K engagements
"$DELL has confirmed that its Customer Solution Centera demo and testing environmentwas breached by the World Leaks extortion group. The data stolen appears to be mostly synthetic or public test data. No sensitive customer systems were impacted and Dell is still investigating. Source: BleepingComputer" @wallstengine on X 2025-07-21 11:09:58 UTC 73K followers, 7003 engagements
"Jefferies Downgrades $SHAK to Underperform from Hold Raises PT to $XXX from $XXX Analyst comments: "We downgrade SHAK to UNPF from Hold as we view investor optimism around the near-term same-store sales (SSS) recovery/acceleration as more than reflected in the recent rally to all-time highs. We see tangible drivers including recent menu innovation that should add visibility into the growth algorithm but remain cognizant of the promotional environment the high bar regarding restaurant-level margin (targeted 50bps/year) and valuations already near or above prior instances of SSS upside and" @wallstengine on X 2025-07-17 07:45:26 UTC 72.9K followers, 6949 engagements
"SUMMIT $SMMT IS SAID IN TALKS FOR $XX BILLION PARTNERSHIP WITH ASTRA" @wallstengine on X 2025-07-03 14:17:38 UTC 72.7K followers, 13K engagements
"Netflix $NFLX is now using AI video tools from startup Runway AI in content production per Bloomberg" @wallstengine on X 2025-07-21 20:41:23 UTC 73K followers, 13.1K engagements
"$DPZ Dominos Q225 Earnings Highlights 🔹 Revenue: $1.145B (Est. $1.146B) 🟡; +4.3% YoY 🔹 EPS: $XXXX (Est. $3.36) 🟢; -XXX% YoY Same-Store Sales 🔹 U.S. Same-Store Sales: +3.4% (Est. +2.0%) 🟢 🔹 U.S. Company-Owned Stores: +2.6% 🔹 International Same-Store Sales (Ex-FX): +2.4% (Est. +1.3%) 🟢 Store Growth 🔹 Net Global Store Adds: +178 U.S.: +30 International: +148 🔹 Total Store Count: 21536 🔹 Trailing 12-month Net Store Growth: +606 Margin Trends 🔹 U.S. Company-Owned Store Gross Margin: XXXX% (-200 bps YoY) 🔴 🔹 Supply Chain Gross Margin: XXXX% (+50 bps YoY) 🟢 Other Q2 Metrics: 🔹" @wallstengine on X 2025-07-21 10:10:39 UTC 73K followers, 9916 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.21% 🟩 $QQQ +0.22% 🟩 $DJI +0.20% 🟩 $IWM +0.56% 🟩" @wallstengine on X 2025-07-21 13:30:37 UTC 73K followers, 19.6K engagements
"Today's Key Events (All EST) --- 10/25/2024 08:30: US Durable Goods 10:00: U.Mich Sentiment Final 11:00: Fed's Collins Before Open 👇 06:00: Centene Corporation $CNC 06:00: AON Plc $AON 06:05: Avantor $AVTR 06:10: Carter's $CRI 06:15: Portland General Electric $POR 06:30: Barnes Group $B 06:45: Booz Allen Hamilton $BAH 06:55: Colgate-Palmolive $CL 06:55: AutoNation $AN 07:00: New York Community Bancorp $NYCB 07:00: Piper Sandler $PIPR 07:00: Newell Brands $NWL 07:00: Virtus Investment Partners $VRTS 07:00: Stellar Bancorp $STEL 07:00: Balchem $BCPC 07:30: HCA Healthcare $HCA 08:00: Saia Inc." @wallstengine on X 2024-10-25 07:59:54 UTC 72.7K followers, 15.5K engagements
"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $FAST $FBK $SLP Tues: CPI + $JPM $C $BLK $WFC $BK $ERIC Wed: PPI + $JNJ $GS $BAC $MS $PNC $UAL $AA Thu: Jobless Claims + $PEP $GE $ABT $CTAS $USB $ELV $SNA $MMC $TRV $CFG Fri: $AXP $SCHW $MMM $SLB $ALLY $TFC $RF $HBAN $ALV" @wallstengine on X 2025-07-13 10:47:15 UTC 72.9K followers, 16.3K engagements
"Robloxs $RBLX game-buying frenzy is turning teens into millionaires. A 19-year-old just sold his Blue Lock: Rivals soccer game for over $3M after it hit 1M+ concurrent players generating $5M/month for Roblox. The top XX devs each made $36M in the past year" @wallstengine on X 2025-07-11 15:10:16 UTC 72.7K followers, 14.6K engagements
"CapitalOnes Connor Murphy downgraded both Atlassian $TEAM and GitLab $GTLB to Equal-weight from Overweight. TEAMs price target was cut to $XXX from $XXX and GTLBs to $XX from $54" @wallstengine on X 2025-07-16 09:47:44 UTC 72.9K followers, 7213 engagements
"$FAST Fastenal Q2'24 Earnings Highlights 🔹 EPS: $XXXX (Est. $0.51) 🟢; UP +4% YoY 🔹 Revenue: $1.89B (Est. $1.89B) 🟡; UP +1.9% YoY 🔹 Gross Margin: XXXX% (vs. XXXX% YoY) 🔹 Operating Income: $393.7M; UP +1.8% YoY 🔹 Operating Margin: XXXX% (vs. XXXX% YoY) Segment/Revenue Mix: 🔹 Fasteners: XXXX% of sales (DOWN from XXXX% YoY) 🔹 Safety Products: XXXX% of sales (vs. XXXX% YoY) 🔹 Other Products: XXXX% of sales (vs. XXXX% YoY) 🔹 Onsite Locations: 1916 active (+13.6% YoY) 🔹 eCommerce Sales: +19.1% YoY; now XXXX% of total sales 🔹 Daily Sales: +1.9% YoY Cost/OpEx Metrics: 🔹 Employee Count:" @wallstengine on X 2025-07-14 11:14:19 UTC 73K followers, 7371 engagements
"AMERICAN EXPRESS $AXP CEO: THERE IS A ROLE IN PAYMENT SYSTEMS FOR STABLECOINS; DOESN'T SEE CRYPTO TAKING THE PLACE OF FIAT CURRENCIES" @wallstengine on X 2025-07-18 13:31:45 UTC 72.9K followers, 7584 engagements
"MOBILEYE OFFERING & REPURCHASE Intel is selling 45M $MBLY shares in a secondary offering with a 6.75M share option for underwriters. Mobileye will buy back $100M worth of shares alongside this. Intel also plans to convert 50M Class B shares into Class A increasing the float" @wallstengine on X 2025-07-08 20:04:01 UTC 72.9K followers, 24.9K engagements
"Stephen Colbert says CBS told him this week that The Late Show will end in May 2026 after a 33-year run. The network called it a financial decision not tied to show performance or recent controversy" @wallstengine on X 2025-07-18 08:50:07 UTC 72.7K followers, 9840 engagements
"$SBET FILES TO OFFER UP TO $6B IN COMMON STOCK PLANS TO ACQUIRE ETH SharpLink Gaming amended its sales agreement with A.G.P. to boost its at-the-market offering from $1B to $6B. About $721M has already been sold to date. Proceeds will largely go toward acquiring Ether (ETH) as a treasury asset along with working capital and core affiliate marketing operations. The company reported holding 280706 ETH as of July XX and earned XXX ETH in staking rewards since launching its ETH strategy in June" @wallstengine on X 2025-07-17 20:21:31 UTC 73K followers, 27.1K engagements
"Today's Key Events (All EST) 07/23/2025 07:00: US MBA Mortgage Applications 10:00: Trump Speaks on AI (Tentative) 10:00: US Existing Home Sales 13:00: US 20-Year Bond Auction Before Open 👇 00:45: Equinor $EQNR 06:00: Thermo Fisher $TMO 06:00: Hilton Worldwide $HLT 06:00: TE Connectivity $TEL 06:25: GE Vernova $GEV 06:30: AT&T $T 06:30: Boston Scientific $BSX 06:30: Hasbro $HAS 06:30: Otis Worldwide $OTIS 06:30: TNL $TNL 06:30: Prosperity Bancshares $PB 06:45: Lennox International 06:55: Teledyne Technologies $TDY 07:00: Fiserv $FI 07:00: General Dynamics $GD 07:00: CME Group $CME 07:00:" @wallstengine on X 2025-07-23 06:57:26 UTC 73K followers, 2137 engagements
"House GOP Rep. Anna Paulina Luna has issued a criminal referral for Fed Chair Jerome Powell accusing him of lying under oath about the $2.5B Eccles Building renovation" @wallstengine on X 2025-07-21 16:29:07 UTC 73K followers, 9974 engagements
"CRUISE: BERNSTEIN REITERATES LONG-TERM PREFERENCE FOR $RCL AMID ROBUST JULY PRICING TRENDS. "Our July cruise pricing data shows another month of robust cruise price growth. At Royal Caribbean (RCL) prices including the mix towards the new Star of the Seas and Celebrity Xcel ships were up XXX% continuing high single-digit year-over-year price growth from May and June. Like-for-like pricing was also strong up X% in July only a slight slowdown from May and June and a strong rebound from small 'Liberation Day' driven declines in April. European pricing was a bright spot up well into the double" @wallstengine on X 2025-07-10 11:39:32 UTC 72.9K followers, 7046 engagements
"$ADBE Adobe Q2 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $4.98) 🟢 🔹 Revenue: $5.87B (Est. $5.80B) 🟢; UP +11% YoY 🔹 RPO: $19.69B Q3 Guidance: 🔹 Revenue: $5.875B$5.925B (Est. $5.877B) 🟡 🔹 Adjusted EPS: $5.15$5.20 (Est. $5.10) 🟢 FY Guidance (Raised): 🔹 Revenue: $23.5B$23.6B (Est. $23.455B) 🟢 🔹 Adjusted EPS: $20.50$20.70 (Est. $20.36) 🟢 🔹 Digital Media ARR Growth: +11% YoY Q3 Segment Performance: 🔹 Digital Media Revenue: $4.35B; UP +11% YoY 🔹 Digital Media ARR: $18.09B; UP +12.1% YoY 🔹 Digital Experience Revenue: $1.46B; UP +10% YoY 🔹 Digital Experience Subscription Revenue:" @wallstengine on X 2025-06-12 20:09:10 UTC 72.7K followers, 15.2K engagements
"Caitlin Clark debuted a new Nike $NKE Kobe X Protro PE at the WNBA All-Star Game" @wallstengine on X 2025-07-21 14:17:34 UTC 73K followers, 13.5K engagements
"$ELV Elevance Health Q2 XX Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $9.07) 🔴 🔹 Revenue: $XXXX B (Est. $48.14B) 🟢; +14.3% YoY FY25 Guidance 🔹Adj EPS: $XXXXX (Est. $34.48) 🔴 Q2 Segment / Product Results 🔹 Health Benefits revenue: $XXXX B; UP +12% YoY 🔹 Health Benefits operating margin: 3.8%; DOWN XXX bp YoY 🔹 Carelon revenue: $XXXX B; UP +36% YoY 🔹 Carelon adjusted operating margin: 5.2%; DOWN XX bp YoY Other Metrics 🔹 Benefit expense ratio: 88.9%; UP +260 bp YoY 🔹 Operating expense ratio: 10.1%; DOWN XXX bp YoY 🔹 Returned $XXX B capital to shareholders YTD CEO Commentary 🔸 In" @wallstengine on X 2025-07-17 10:11:15 UTC 72.8K followers, 10.4K engagements
"$DLTR ANNOUNCES $2.5B BUYBACK Dollar Tree just authorized a new $XXX billion share repurchase program matching its previous 2021 authorization. The company had $450M left from the prior program" @wallstengine on X 2025-07-09 20:16:52 UTC 72.7K followers, 8230 engagements
"Jersey Mikes is planning a $400M whole business securitization backed by franchise fees and U.S. trademarks according to people familiar with the deal. The move may help pay out Blackstone which acquired a majority stake in the chain earlier this year at an $8B valuation. The BBB-rated bonds follow an $850M securitization in December that helped fund the buyout. Same-store sales were up X% in Q1 and about XX% of locations are franchised" @wallstengine on X 2025-07-14 20:48:47 UTC 73K followers, 10.6K engagements
"Today's Key Events (All EST) 07/14/2025 08:30: Fed's Hammack Speaks on Fox Business Before Open 👇 06:50: Fastenal $FAST" @wallstengine on X 2025-07-14 07:07:32 UTC 73K followers, 6609 engagements
"Guggenheim Downgrades $DDOG to Sell from Neutral Introduces PT $105; 'Due to Near-Term OpenAI Optimization Risk' Analyst comments: "Key Message: We are downgrading shares of Datadog ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates second-half risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in" @wallstengine on X 2025-07-08 10:10:22 UTC 72.8K followers, 8811 engagements
"Venture Global $VG has started producing liquefied natural gas from Phase X of its Plaquemines export plant in Louisiana according to Reuters. The company has already been exporting from Phase X but Phase X production now gives VG access to higher spot market pricing for the next two years" @wallstengine on X 2025-07-14 16:53:51 UTC 72.9K followers, 8309 engagements