[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@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 +4.40%
- X Month XXXXXXXXXX +13%
- X Months XXXXXXXXXX +241%
- X Year XXXXXXXXXX +858%
Mentions: XXX #
- X Week XXX +25%
- X Month XXXXX +29%
- X Months XXXXX +79%
- X Year XXXXX +165%
Followers: XXXXXX #
- X Week XXXXXX +1.90%
- X Month XXXXXX +7.50%
- X Months XXXXXX +126%
- X Year XXXXXX +403%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #805 finance #902 technology brands #6652 cryptocurrencies #659 countries XXXX% automotive brands #2990 celebrities XXXX% exchanges #392 social networks XXXX% travel destinations #2081
Social topic influence eps #101, $googl #413, $tsla #107, googl #21, tariffs #536, fed #159, open ai #348, china 1.09%, $nvda #297, events #567
Top accounts mentioned or mentioned by @007ofwallst @joinyellowbrick @grok @stockpulsenow @thedivinestein @xsid007 @weareallneo @dr_martin123 @charlie_invests @next100baggers @jonbras0824 @zastocks @josericaurtej @x_times_1 @bacart15 @alerts_bullish @dillwithers425 @lazaroinvestor @ultimatetrad8r @alt_cerebral
Top assets mentioned Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Goldman Sachs (GS) SPDR S&P XXX ETF Trust (SPY) Doge Jones Industrial Average (DJI) Metadium (META) Boeing Co (BA) Intel Corporation (INTC) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) BlackRock Inc (BLK) Advanced Micro Devices (AMD) Now Coin (NOW) GE Vernova Inc. (GEV) Morgan Stanley (MS) Bank of America (BAC) GM (GM) Bitcoin (BTC) Domino's Pizza Inc (DPZ) Verizon Communications Inc. (VZ) Coca-Cola Co (KO) Johnson & Johnson (JNJ) Uber Technologies, Inc. (UBER) Basis Cash (BAC) Oracle Corporation (ORCL) BlackCoin (BLK) GammaSwap (GS) Broadcom, Inc. (AVGO) SAP SE (SAP) Strategy (MSTR) Convex Finance (CVX) Mario Coin (COIN) UnitedHealth Group (UNH) American Express Company (AXP) Enphase Energy Inc (ENPH) Texas Instruments (TXN)
Top Social Posts #
Top posts by engagements in the last XX hours
"HERE'S WHAT ANALYSTS HAVE TO SAY AFTER $NVDA EARNINGS: BofA Securities (Buy PT: $180) "Three major takeaways from the Q1 call: 1) China derisked with $15bn in 1H sales of H20 product now already in the model 2) Blackwell racks in full production with every large hyperscaler now ramping close to 1K racks/week 13K racks/quarter or $30bn+/q at $2.5mn+ rack ASP (or $100bn+ across the top few hyperscalers though NVDA didnt quantify further) and 3) NVDA confident in GM recovery back to mid-70s % sometime later in the year another sign of improving demand and rack-scale execution. Networking also"
@wallstengine on X 2025-05-29 10:04:57 UTC 73.2K followers, 31.4K engagements
"An attempted Powell firing would be institutionally explosive but operationally slow. The most durable impacts: higher long-end yields steeper curve wider FX & rate vol and a risk premium overlay on U.S. assets until independence is re-affirmed (by courts Senate confirmation of a credible successor or a Presidential back-down)" @wallstengine on X 2025-07-16 17:11:39 UTC 73.3K followers, 2501 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 73.3K followers, 7351 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 73.2K 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) $100M/year profits all multiple expanding we believe." Analyst: Bill Katz" @wallstengine on X 2025-07-21 08:01:07 UTC 73.4K followers, 5733 engagements
"TRUMP: WE'LL SEE HOW THE FED BOARD RULES ON INTEREST RATES. I JUST WANT HIM TO LOWER THE RATES" @wallstengine on X 2025-07-24 20:27:37 UTC 73.5K followers, 22.6K engagements
"$INTC reportedly plans to spin off its networking and edge unit into a separate company focused on communications and ethernet silicon per a memo seen by CRN. Intel will remain an anchor investor while seeking outside capital to support growth" @wallstengine on X 2025-07-25 17:10:57 UTC 73.5K followers, 4765 engagements
"TSMC REPORTED JUNE QUARTER REVENUE UP XX% Y/Y TO NT$934B ($32B) BEATING STREET ESTIMATES OF NT$928B" @wallstengine on X 2025-07-10 07:25:38 UTC 73.4K followers, 17.2K engagements
"NESTLE MULLS SALE OF NATURE'S BOUNTY OTHER VITAMIN BRANDS: WSJ CEO Laurent Freixe is reviewing underperforming names in its supplements unit including Natures Bounty which it bought for $5.75B in 2021. The move comes as Nestle aims to refocus on premium offerings and lift top-line growth. Q2 organic sales rose X% but volumes declined. Net profit dropped XX% to 5.07B CHF" @wallstengine on X 2025-07-24 07:46:12 UTC 73.5K followers, 5558 engagements
"$ENPH Enphase Q2'25 Earnings Highlights 🔹 Revenue: $363.2M (Est. $361.9M) 🟢; +20% YoY 🔹 Adj. EPS: $XXXX (Est. $0.64) 🟢; +60% YoY 🔹 Net Income: $89.9M (Est. $84.1M) 🟢; +53% YoY 🔹 Gross Margin: XXXX% (incl. IRA); XXXX% ex-IRA Q3 Guide: 🔹 Revenue: $330M$370M (Est. $368.4M) 😐 🔹 Non-GAAP Gross Margin: 43%46% incl. IRA; 33%36% ex-IRA 🔹 Net IRA Benefit: $34M$38M (based on 1.2M U.S. units) 🔹 Non-GAAP OpEx: $78M$82M 🔹 Battery Shipments Expected: 190210 MWh Operational Metrics 🔹 Microinverters Shipped: 1.53M units / XXXXX MW DC 🔹 Batteries Shipped: XXXXX MWh (record); UP from XXXXX MWh" @wallstengine on X 2025-07-22 20:11:32 UTC 73.4K followers, 12.1K engagements
"Redburn-Atlantic Downgrades $AMAT to Neutral from Buy Lowers PT to $XXX from $XXX Analyst comments: "We downgrade AMAT to Neutral for several reasons: (a) our analysis concludes that its largest profit contributor PVD is losing share to rivals particularly Naura (Not Rated) in China; (b) beyond PVD we are concerned that AMATs product portfolio is more vulnerable to China localisation than peers; (c) we conclude that while AMATs product portfolio has elements that are well placed for the vertical scaling era the tail acts as a drag AMAT will likely struggle to match peer growth rates at the" @wallstengine on X 2025-07-07 08:03:37 UTC 73.4K followers, 7092 engagements
"Hitting Elons goal of 50M $NVDA H100-equivalent GPUs means xAI would shell out roughly $1.25T on chips alone- @PPLXfinance Factor in racks power & cooling & the tab climbs into multi-trillion territoryabout the same as financing XX brand-new fabs every year for the next 5Yrs" @wallstengine on X 2025-07-22 17:27:40 UTC 73.5K followers, 31.6K engagements
"$HAS Hasbro Q2'25 Earnings Highlights 🔹 Revenue: $980.8M (Est. $874.66M) 🟢 🔹 Adj. EPS: $XXXX (Est. $0.78) 🟢 Raised FY25 Outlook: 🟢 🔹 Revenue: UP mid-single digits (prev. UP slightly) 🔹 Adj. Operating Margin: 22%23% (prev. 21%22%) 🔹 Adj. EBITDA: $1.17B$1.20B (prev. $1.1B$1.15B) Q2 Segment: Wizards of the Coast & Digital Gaming 🔹 Revenue: +16% YoY 🔹 MAGIC: THE GATHERING: +23% YoY (record Final Fantasy set) 🔹 Monopoly Go: $44M Q2 revenue 🔹 Operating Profit: DOWN -X% YoY (higher royalties) 🔹 Margin: 46.3%; DOWN -XXX bps YoY Consumer Products 🔹 Revenue: DOWN -XX% YoY 🔹 Adjusted Op." @wallstengine on X 2025-07-23 10:38:06 UTC 73.4K followers, 6234 engagements
"$FI Fiserv Q225 Earnings Highlights 🔹 Revenue (GAAP): $XXXX B (Est. $XXXX B) 🟢; UP +8% YoY 🔹 Adj. EPS: $XXXX (Est. $2.43) 🟢; UP +16% YoY FY25 Guidance 🔹Adj. EPS: $10.1510.30 (Est. $10.20) 🟡; +1517% growth 🔹Organic Rev Growth: XX% Q2 Segment: 🔹 Merchant Solutions GAAP Rev Growth: UP +10% YoY 🔹 Financial Solutions GAAP Rev Growth: UP +7% YoY 🔹 Merchant Solutions Organic Rev Growth: UP +9% YoY 🔹 Financial Solutions Organic Rev Growth: UP +7% YoY Other Metrics 🔹 Adjusted Revenue: $XXXX B; UP +8% YoY 🔹 GAAP Op. Margin: 30.7%; UP +270 bps YoY 🔹 Adj. Op. Margin: 39.6%; UP +120 bps YoY" @wallstengine on X 2025-07-23 11:05:24 UTC 73.5K followers, 7535 engagements
"MIDWEST BOUTIQUE POSITIVE ON $MDB "Feedback on cloud end markets has improved in recent months partially tied to an acceleration in net new application development driven by customers seeking to use AI tools. Developer productivity appears to have improved considerably due to tools such as Cursor AI contributing to an uptick in new apps being created. This trend supports a more favorable demand backdrop for MongoDB."" @wallstengine on X 2025-07-24 11:23:51 UTC 73.5K followers, 7280 engagements
"$TNL Travel + Leisure Q2'25 Earnings Highlights 🔹 Revenue: $1.02B (Est. $1.01B) 🟢 🔹 Adj. EPS: $XXXX (Est. $1.66) 🔴 🔹 Adjusted EBITDA: $250M Segment Performance: Vacation Ownership 🔹 Revenue: $853M; UP +6% YoY 🔹 Adjusted EBITDA: $218M; UP +6% YoY 🔹 Gross VOI Sales: UP +8% YoY 🔹 Volume Per Guest (VPG): $3251; UP +7% YoY 🔹 Tour Growth: +3% YoY Segment Performance: Travel & Membership 🔹 Revenue: $166M; DOWN -X% YoY 🔹 Adjusted EBITDA: $55M; DOWN -XX% YoY Guidance (Q325) 🔹 Adj. EBITDA: $250M$260M 🔹 Gross VOI Sales: $650M$680M 🔹 VPG: $3200$3250 Guidance (FY25) 🔹 Adj. EBITDA:" @wallstengine on X 2025-07-23 10:06:48 UTC 73.5K followers, 5080 engagements
"UBS Upgrades $MO to Neutral from Sell Raises PT to $XX from $XX Analyst comments: "Following conversations with experts across the supply chain and our tracking of vapour products (e.g. exports from China to the US were down approximately XX% in May) we believe increased customs inspections at the US border are leading to more refusals and/or seizures of illicit vapour products by US Customs and Border Protection. We understand this is halting the supply of illicit vapes particularly from China. We note the manufacturer behind the largest US brand Geek Bar recently announced production" @wallstengine on X 2025-07-02 07:33:46 UTC 73.5K followers, 6300 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 73.3K followers, 7237 engagements
"Edgewater on $TXN: Still in cyclical recovery but tone and rev growth more measured near term on potential pull-ins and tariff uncertainty" @wallstengine on X 2025-07-23 10:34:11 UTC 73.4K followers, 5840 engagements
"BESSENT ON TARIFFS AUG X DEADLINE: IS A PRETTY HARD DEADLINE" @wallstengine on X 2025-07-22 11:42:58 UTC 73.4K followers, 9119 engagements
"PsiQuantum plans to launch a $1B+ utility-scale quantum computer in Chicago by 2028well ahead of rivals. The 1M-qubit system will anchor Illinois new quantum park with expected applications in drug discovery batteries and fertilizer. Backers include BlackRock" @wallstengine on X 2025-07-21 20:46:12 UTC 73.4K followers, 11.8K engagements
"$TMO Thermo Fisher Q2'25 Earnings Highlights 🔹 Revenue: $10.86B (Est. $10.69B) 🟢; UP +3% YoY 🔹 Organic Revenue Growth: +2% (Est. +0.8%) 🟢 🔹 Adj. EPS: $XXXX (Est. $5.24) 🟢 🔹 Adj. OI: $2.38B; UP from $2.35B YoY Strategic & Product Highlights 🔹 Launched next-gen mass spectrometers: Orbitrap Astral Zoom Excedion Pro and Krios X Cryo-TEM 🔹 Expanded DynaDrive bioreactor portfolio with new bench-scale system 🔹 Accelerator Drug Development solution validated by Tufts Center study 🔹 Expanded U.S. sterile fill-finish capacity via Sanofi Ridgefield site acquisition CEO Commentary 🔸 Our" @wallstengine on X 2025-07-23 10:14:03 UTC 73.5K followers, 8009 engagements
"CHINAS JUNE TRADE DATA TOPPED EXPECTATIONS exports rose XXX% y/y (vs XXX% est) imports up XXX% (vs XXX% est). New yuan loans for H1 came in at 12.92T also beating. PBOC says financial support for the real economy remains strong" @wallstengine on X 2025-07-14 07:21:49 UTC 73.4K followers, 12.6K engagements
"$HON Honeywell Q2'25 Earnings Highlights 🔹 Revenue: $10.4B (Est. $10.05B) 🟢; UP +8% YoY 🔹 Adjusted EPS: $XXXX (Est. $2.66) 🟢; UP +10% YoY FY25 Guidance (Updated): 🔹 Revenue: $40.8B$41.3B (Est. $40.3B) 🟢 🔹 Adjusted EPS: $10.45$10.65 (Est. $10.40) 🟢 🔹 Organic Sales Growth: 4%5% (prior: 2%5%) 🔹 Segment Margin: 23.0%23.2% (prior: 23.2%23.5%) 🔹 Operating Cash Flow: $6.7B$7.1B 🔹 Free Cash Flow: $5.4B$5.8B Q2 Segment: Aerospace Technologies 🔹 Sales: $4.31B; UP +11% YoY 🔹 Organic Sales: UP +6% YoY 🔹 Segment Profit: $1.10B; UP +4% YoY 🔹 Segment Margin: 25.5%; DOWN -XXX bps YoY" @wallstengine on X 2025-07-24 10:04:56 UTC 73.5K followers, 9640 engagements
"RICHEMONT 1Q SALES AT CONSTANT FX +6% EST. +5.34% Jewelry division rose XX% topping the XXX% consensus. Cartier and Van Cleef continue to drive resilience as luxury slows globally" @wallstengine on X 2025-07-16 06:08:03 UTC 73.1K followers, 6143 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 73.5K 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 $LITE" @wallstengine on X 2025-07-16 17:40:19 UTC 73.4K followers, 9213 engagements
"$HSY HIKES CANDY PRICE BLOOMBERG Hershey is raising candy prices by double digits citing record-high cocoa costsnot tariffs. The increase includes both list prices and shrinkflation where package sizes get smaller. Company execs told retailers last week about the move as cocoa prices remain well above historical levels despite easing from their December peak. Cocoa futures had more than doubled due to crop issues in West Africa which supplies over XX% of the worlds cocoa. Hershey says its still pushing for a U.S. tariff exemption on cocoa but for now its passing costs to consumers" @wallstengine on X 2025-07-22 18:30:34 UTC 73.4K followers, 8020 engagements
"WHITE HOUSE: TRUMP HAS NO PLANS TO FIRE FED CHAIR" @wallstengine on X 2025-07-21 19:28:42 UTC 73.5K followers, 15.1K engagements
"$STZ Constellation Brands Q1 FY25 Earnings Highlights: 🔹 EPS: $XXXX (Est. $3.46) 🟢 🔹 Revenue: $2.66B (Est. $2.67B) 🟡 FY'25 Guidance: 🔹 Sees EPS: $13.50-$13.80 (Est. $13.65) 🟡 🔹 Revised EPS Outlook: $14.63-$14.93 (Prior $13.40-$13.70) 🟢 🔹 Operating Cash Flow: $2.8B-$3.0B 🔹 Free Cash Flow: $1.4B-$1.5B 🔹 Capital Expenditure: $1.4B-$1.5B Q1 Performance: 🔹 Net Income: $877M; UP +193% YoY 🔹 Operating Income: $942M; UP +23% YoY Segment Performance: Beer Business: 🔹 Net Sales: $2.27B; UP +8% YoY 🔹 Operating Income: $923M; UP +16% YoY 🔸 Shipments Volume: UP +7.6% YoY 🔸 Depletions" @wallstengine on X 2024-07-03 13:07:28 UTC 73.3K followers, 1633 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 73.4K followers, 13.5K 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 73.4K followers, 7412 engagements
"FDA's advisory committee voted 5-3 against the overall benefit-risk profile of $GSK's belantamab mafodotin when used with bortezomib and dexamethasone saying it's not favorable at the proposed dose for the intended patient group" @wallstengine on X 2025-07-17 16:43:44 UTC 73.3K followers, 5909 engagements
"$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 73.4K followers, 101.7K 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 73.2K followers, 12.3K engagements
"The White House announced that Trump plans to sign an executive order directing cities and states to clear homeless individuals from public streets" @wallstengine on X 2025-07-24 19:12:25 UTC 73.5K followers, 14.2K 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 73.4K followers, 6511 engagements
"I shared a detailed DD on $NB with our Discord members X trading days agosince then the stocks performed incredibly well up XX% in just X days" @wallstengine on X 2025-07-14 20:15:06 UTC 73.4K followers, 11.3K engagements
"$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. $8.68B) 🟢;-8% YoY 🔹 ROE: 12.8%;+1.3 pp YoY CEO Commentary 🔸 Our second quarter" @wallstengine on X 2025-07-15 11:02:13 UTC 73.3K followers, 8333 engagements
"$UBER is teaming up with Chinas Baidu $BIDU to roll out robotaxis in Asia and the Middle East later this year. Baidus Apollo Go AVs will run on Ubers platform through a multi-year deal. The fleet has already completed over XX million rides across XX cities" @wallstengine on X 2025-07-15 12:07:33 UTC 73.5K followers, 68.1K engagements
"$PARA David Ellison met with the FCC this week to pitch the ParamountSkydance merger arguing it would serve the public interest. Skydance confirmed the meeting in a filing as the companies work to get regulatory approval for the $8.4B deal" @wallstengine on X 2025-07-18 18:52:55 UTC 73.3K followers, 7350 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.18% 🟩 $QQQ +0.52% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-21 20:01:06 UTC 73.3K followers, 13.5K engagements
"$GOOGL CEO: SEARCH FEATURE AI OVERVIEWS HAVE OVER X BLN USERS" @wallstengine on X 2025-07-23 20:37:21 UTC 73.5K followers, 13.1K engagements
"BANK OF AMERICA $BAC AUTHORIZES $XX BILLION STOCK BUYBACK PROGRAM" @wallstengine on X 2025-07-23 20:32:24 UTC 73.5K followers, 8812 engagements
"SIEMENS CEO: GERMANYS INDUSTRIAL DATA IS KEY TO AI ADVANTAGE We are sitting on a massive amount of data says Siemens CEO Roland Busch urging Germany to tap into its industrial base to lead in AI. Siemens is expanding AI partnerships with NVIDIA and others but Busch says EU regulation still needs major reform" @wallstengine on X 2025-07-21 08:50:22 UTC 73.4K followers, 9627 engagements
"$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 73.4K followers, 10.6K engagements
"Bernstein SocGen Group Maintains Market Perform on $LYFT Raises PT to $XX from $XX Analyst comments: "Can we go back-to-back We are broadly constructive on LYFT into print. We are expecting Q2 to land in-line with guidance towards the upper end of managements range. We forecast XX% Y/Y GB growth and $125M in Adjusted EBITDA (Q1 had G&A help that we dont run-rate). We dont think LYFT needs a blow out quarter a straightforward print with modest upward bias to numbers is probably enough to start establishing a more consistent track record (would help the multiple). LYFT should offer color on the" @wallstengine on X 2025-07-21 14:57:19 UTC 73.2K followers, 6799 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 73.4K followers, 7387 engagements
"Denmarks EIFO and the Novo Nordisk Foundation are investing 80M to establish QuNorth a Nordic quantum initiative that will host the worlds most powerful commercial quantum computer Magne built by Microsoft $MSFT and Atom Computing. Set to go live by early 2027 Magne will be among the first Level X systems globally running on logical qubits and giving Nordic researchers and companies rare direct access to next-gen quantum hardware. Magne will be fully Danish-owned and based in Copenhagen with EIFO and Novo Nordisk Foundation each putting up 40M. The system will be built using Atoms neutral" @wallstengine on X 2025-07-17 16:52:29 UTC 73.4K followers, 6031 engagements
"President Trump's nominee to lead the NHTSA Jonathan Morrison has a history of publicly challenging Tesla $TSLA over its safety claims. Back in 2018 while serving as NHTSAs chief counsel Morrison called out Teslas claim that the Model X had the lowest probability of injury of any vehicle ever tested calling it potentially misleading and a misuse of federal safety data. Now nominated to head the agency Morrison would have significant oversight of Elon Musks Tesla especially as the company ramps up its autonomous driving and robotaxi efforts. His confirmation comes at a time when Musk is at" @wallstengine on X 2025-07-15 19:24:02 UTC 73.4K followers, 40.3K engagements
"TRUMP: Too Late and the Fed are choking out the housing market with their high rate making it difficult for people especially the young to buy a house. He is truly one of my worst appointments. In many ways the Board is equally to blame" @wallstengine on X 2025-07-18 10:47:37 UTC 73.2K followers, 19.7K engagements
"$C Citigroup Q225 Earnings Highlights 🔹 Revenue: $21.67B (Est. $21.00B) 🟢;UP +8% YoY 🔹 EPS: $XXXX (Est. $1.60) 🟢;UP +29% YoY 🔹 NII: $15.18B (Est. $14.05B) 🟢;UP +12% YoY Segment / Product Results 🔹 FICC Sales & Trading Rev: $4.27B (Est. $3.92B) 🟢 🔹 Equities Sales & Trading Rev: $1.61B (Est. $1.55B) 🟢 🔹 US Personal Banking Rev: $5.12B (Est. $5.26B) 🔴 🔹 Total Loans: $725.3B (Est. $706.82B) 🟢;UP +5% YoY Guidance 🔹 Sees FY Adj. Revenue $84.0B CEO Commentary 🔸 We reported another very good quarter and continue to demonstrate that our strong results are sustainable through different" @wallstengine on X 2025-07-15 12:05:39 UTC 73.4K followers, 8271 engagements
"$ALK REINSTATES 2025 GUIDANCE ON STRONGER TRAVEL DEMAND: After pulling its outlook in April Alaska Air now expects FY adjusted EPS $XXXX (vs $XXXX last year) citing a pickup in traffic yield and bookings for both Alaska and Hawaiian Airlines. Q2 adj. EPS came in at $XXXX vs $XXXX est. Revenue rose XX% to $3.7B. Capacity is seen growing X% for the year" @wallstengine on X 2025-07-24 07:48:48 UTC 73.5K followers, 5940 engagements
"$GOOGL Alphabet Q2'25 Earnings Highlights 🔹 EPS: $XXXX (Est. $2.18) 🟢; UP +22% YoY 🔹 Revenue: $96.43B (Est. $93.97B) 🟢; UP +14% YoY 🔹 ex-TAC: $81.72B (Est. $79.6B) 🟢; UP +15% YoY 🔹 OI $31.27B (Est. $31.07B) 🟢; UP +14% YoY 🔹 FY25 Capex: $85B (Prior: $75B; Est. $73.31B) 🟢 🔹 Operating Margin: XX% (Est. 33%) 🔴 🔹 Net Income: $28.2B; UP +19% YoY Google Services: 🔹 Revenue: $82.54B (Est. $80.44B) 🟢; UP +12% YoY 🔹 Operating Income: $33.06B (Est. $32.89B) 🟢; UP +11% YoY Google Advertising: 🔹 Total Ad Revenue: $71.34B (Est. $69.71B) 🟢; UP +10% YoY 🔹 Search & Other: $54.19B (Est." @wallstengine on X 2025-07-23 20:07:12 UTC 73.5K followers, 68.4K engagements
"$CNC Centene Q225 Earnings Highlights 🔹 Revenue: $48.74B (Est. $44.24B) 🟢 🔹 Adj. EPS: ($0.16) (Est. $0.23) 🔴 🔹 Health Benefits Ratio: XXXX% (Est. 91.6%) 🔴; UP +5.4 ppts YoY 🔹 Total Premium & Service Revenue: $XXXXX B; UP +18% YoY 🔹 SG&A Expense Ratio: XXX% Segment Revenue 🔹 Medicaid: $21.72B ; UP +7% YoY 🔹 Commercial: $10.07B; UP +18% YoY 🔹 Medicare: $9.45B; UP +58% YoY 🔹 Other: $1.22B; UP +1% YoY Other Metrics 🔹 Cash from Operations: $1.79B 🔹 Days in Claims Payable: XX days CEO Commentary 🔸 We are disappointed by our second quarter results but we have a clear understanding of" @wallstengine on X 2025-07-25 10:06:30 UTC 73.5K followers, 17.8K engagements
"$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 73.5K followers, 9667 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 73.3K followers, 11.4K engagements
"US TREASURY SECRETARY BESSENT: AMAZON $AMZN CEO TOLD ME LAST WEEK HE SEES NO PRICE HIKES" @wallstengine on X 2025-07-23 12:02:07 UTC 73.5K followers, 10.7K engagements
"The EU is prepping 100B in tariffs on US goods if Trump follows through on his XX% tariff threat by Aug. X. Targets include Boeing $BA jets US-made cars and bourbon. Brussels is also eyeing its anti-coercion tool for broader retaliation if talks break down" @wallstengine on X 2025-07-23 10:58:27 UTC 73.5K followers, 8893 engagements
"The White House says the U.S. will roll back heavy AI development rules. Trump plans to push for a fast expansion of AI data centers nationwide to stay competitive and boost infrastructure" @wallstengine on X 2025-07-23 14:28:07 UTC 73.5K followers, 11K engagements
"ASTRAZENECA $AZN CEO WANTS TO MOVE LISTING TO US: THE TIMES" @wallstengine on X 2025-07-01 14:36:56 UTC 73.2K followers, 8590 engagements
"$DECK Deckers Brands Q126 Earnings Highlights 🔹 Net Sales: $XXXXX M (Est. $XXXXXX M) 🟢; UP +16.9% YoY 🔹 EPS: $XXXX (Est. $0.68) 🟢; UP +24% YoY 🔹 Net Income: $XXXXX M; 🔹 Gross Profit: $XXXXX M; Gross Margin: XXXX% (vs. XXXX% YoY) Q226 Guidance 🔹 Net Sales: $XXXX B $XXXX B (Est. $XXXX B) 😐 🔹 EPS: $XXXX $XXXX (Est. $1.40) 🟢 Q1 Segment / Brand Results 🔹 HOKA Net Sales: $XXXXX M; UP +19.8% YoY 🔹 UGG Net Sales: $XXXXX M; UP +18.9% YoY 🔹 Other Brands Net Sales: $XXXX M; DOWN XXXX% YoY Channel Performance 🔹 Wholesale Net Sales: $XXXXX M; UP +26.7% YoY 🔹 DTC Net Sales: $XXXXX M; UP" @wallstengine on X 2025-07-24 20:09:35 UTC 73.5K followers, 11.8K 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 73.4K followers, 12.3K engagements
"DEUTSCHE BANK Q2 PROFIT TOPS ESTIMATES Deutsche Bank posted after-tax profit of 1.73B in Q2 beating the 1.45B estimate and marking its best Q2 and first-half since 2007. Revenue rose X% to 7.8B helped by asset management and investment banking. ROATE hit XXXX% right on target. CEO says theyre on track for 2025 goals" @wallstengine on X 2025-07-24 09:34:07 UTC 73.5K followers, 6425 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 73.4K followers, 6422 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 73.4K followers, 16.8K engagements
"MISTRAL AI IN TALKS TO RAISE UP TO $X BILLION FROM MGX OTHERS" @wallstengine on X 2025-07-08 17:02:15 UTC 73.2K followers, 5778 engagements
"Richtech Robotics' $RR R&D team is hinting at the upcoming unveiling of ADAM V3 their latest version of the AI robot" @wallstengine on X 2025-07-22 22:57:43 UTC 73.4K followers, 16.8K engagements
"TRUMP: "Getting ready to head over to the Fed to look at their now $XXX Billion Dollar (PLUS) construction project. Also present will be Fed Chair Jerome Powell Senator Tim Scott Senator Thom Tillis OMB Director Russ Vought Chairman of Fannie Mae and Freddie Mac Bill Pulte my Appointees to the National Capital Planning Commission James Blair and Will Scharf and various other construction professionals."" @wallstengine on X 2025-07-24 19:42:41 UTC 73.5K followers, 7912 engagements
"$LYFT LAUNCHES IN PUERTO RICO Lyft just rolled out its rideshare service in Puerto Rico marking its latest move to expand beyond the mainland US. The company started recruiting drivers in May with $XXX bonuses for completing XX rides in San Juan within the first month. Exec VP Jeremy Bird said demand was already there with locals and tourists opening the app before service was live. App checks are up XX% since driver sign-ups began. Lyft has been growing internationally after turning profitable in 2024. It's now in Canadas XX biggest cities and plans to double its market with the Freenow" @wallstengine on X 2025-07-08 15:50:50 UTC 73.3K followers, 5579 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 73.4K followers, 8285 engagements
"Foot Locker $FL confirmed Dicks $DKS voluntarily pulled its HSR pre-merger filing on July XX to give the FTC more time to review their proposed merger. Dicks plans to refile around July XX restarting the 30-day clock. Both companies still expect to close the deal in H2 2025" @wallstengine on X 2025-07-24 10:25:01 UTC 73.5K followers, 6304 engagements
"ALPHABET $GOOGL IS ON ITS LONGEST 10-DAY WINNING STREAK SINCE 2010JUST AHEAD OF EARNINGS" @wallstengine on X 2025-07-22 20:23:51 UTC 73.4K followers, 17.9K engagements
"$BE TO POWER $ORCL AI DATA CENTERS WITH FUEL CELLS Bloom Energy will deploy its fuel cell tech at select Oracle Cloud Infrastructure data centers across the U.S. to help support booming AI and cloud demand. The systems can deliver clean onsite power for full data centers within XX days. Oracle EVP Mahesh Thiagarajan says the move strengthens OCIs energy portfolio as it scales gigawatt-level AI centers. Bloom has over XXX GW installed globally and says this deal offers Oracle reliable fast-deploying power with no air pollution or water use" @wallstengine on X 2025-07-24 13:10:39 UTC 73.5K followers, 17.4K engagements
"US NEW HOME SALES MISS ESTIMATES IN JUNE New home sales in June rose just XXX% to a seasonally adjusted annual rate of 627000 falling short of the 650000 estimate. Supply edged higher to XXX months. Mays figure was revised slightly to 623000. The data reflects slower-than-expected momentum in the housing market" @wallstengine on X 2025-07-24 14:03:25 UTC 73.5K followers, 7301 engagements
"Palo Alto clarified that it hasnt denied todays rumors about a possible acquisition of SentinelOne $S. $PANW spokesperson told Investing. com We do not comment on rumor or speculation.Earlier reports had suggested PANW outright denied the rumors but thats not the case" @wallstengine on X 2025-07-21 19:19:25 UTC 73.5K followers, 14.9K engagements
"$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 73.4K followers, 19.6K engagements
"BANK OF AMERICA $BAC CEO: WE FEEL PRETTY GOOD ABOUT THE OUTLOOK FOR INVESTMENT BANKING IN THE SECOND HALF WE EXPECT TO SEE LOAN GROWTH IN A MID-SINGLE-DIGIT PERCENTAGE THE CONSUMER IS STILL SPENDING MORE SUPPORTED BY EMPLOYMENT WAGES" @wallstengine on X 2025-07-16 11:40:05 UTC 73.2K followers, 8519 engagements
"$OKLO and Liberty Energy $LBRT are teaming up to deliver integrated power solutions for big energy users like data centers and industrial sites. Liberty will provide natural gas power now while Oklos small nuclear reactors will add zero-carbon baseload as they come online" @wallstengine on X 2025-07-23 10:47:53 UTC 73.5K followers, 7416 engagements
"TRUMP ON NO TAX ON CAPITAL GAINS ON HOUSE: THINKING ABOUT THAT" @wallstengine on X 2025-07-22 16:03:12 UTC 73.4K followers, 12.6K engagements
"COCA-COLA TO LAUNCH US CANE SUGAR OFFERING THIS FALL" @wallstengine on X 2025-07-22 11:11:32 UTC 73.4K followers, 9876 engagements
"BofA Securities Upgrades $CSX to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade CSX to Buy from Neutral and increase our price objectives for CSX and Norfolk Southern given increased potential for M&A discussions to drive valuation interest in U.S. railroads higher. Additionally CSXs internal service improvements warrant a valuation revisit. We increase our price objective to $XX from $XX based on a 21.5x multiple on our 2026 EPS estimate (up from 20.5x on 2025 estimates) which is the top of the 18.5x21.5x five-year one standard deviation trading range of the Class 1" @wallstengine on X 2025-07-17 11:57:36 UTC 73.4K followers, 6107 engagements
"Today's Key Events (All EST) 07/24/2025 08:30: US Initial Jobless Claims 09:45: US S&P PMI Flash 10:00: US New Home Sales 13:00: US 10-Year TIPS Auction Before Open 👇 01:00: Teck Resources $TECK 01:00: STMicroelectronics $STM 05:00: Nokia $NOK 06:00: Dow $DOW 06:00: Honeywell $HON 06:00: West Pharma $WST 06:15: Textron $TXT 06:15: TransUnion $TRU 06:30: Valero Energy $VLO 06:30: Keurig Dr Pepper $KDP 06:30: Dover $DOV 06:30: Wabtec $WAB 06:45: Southwest Airlines $LUV 06:45: RPM International $RPM 06:55: L3Harris Technologies $LHX 06:55: Tractor Supply $TSCO 06:55: Laboratory Corp. $LH 07:00:" @wallstengine on X 2025-07-24 07:33:57 UTC 73.5K followers, 11.5K engagements
"HOUSING STARTS 1.321M EST. 1.3M; UP XXX% BUILDING PERMITS 1.397M EST. 1.387M; UP 0.2%" @wallstengine on X 2025-07-18 12:33:08 UTC 73.4K followers, 7708 engagements
"$NSC $CSX REPORTEDLY Berkshire-owned BNSF is considering a bid for a rival railway per industry chatter" @wallstengine on X 2025-07-21 21:19:22 UTC 73.5K followers, 9417 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 73.2K followers, 23.9K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.42% 🟩 $QQQ +0.17% 🟩 $DJI +0.47% 🟩 $IWM +0.66% 🟩" @wallstengine on X 2025-07-23 13:30:59 UTC 73.5K followers, 19.2K engagements
"$DJT TRUMP MEDIA ANNOUNCES ITS PURCHASES FOR BITCOIN TREASURY REACH $X BILLION" @wallstengine on X 2025-07-21 12:55:12 UTC 73.3K followers, 10K engagements
"$BLK BlackRock Q2'25 Earnings Highlights 🔹 Revenue: $5.42B (Est. $5.46B) 🟡; UP +13% YoY 🔹 Adj EPS: $XXXXX (Est. $10.91) 🟢; UP +16% YoY 🔹 AUM: $12.53T; UP +18% YoY 🔹 Total Net Flows: $68B; DOWN -XX% YoY 🔹 Long-Term Net Flows: $46B; DOWN -XX% YoY Segment / Revenue Breakdown 🔹 Base Fees: $4.28B; UP +15% YoY 🔹 Securities Lending Revenue: $171M; UP +11% YoY 🔹 Tech Services & Subscription Revenue: $499M; UP +26% YoY 🔹 Performance Fees: $94M; DOWN -XX% YoY 🔹 Distribution Fees: $320M; UP +1% YoY Other Key Q2 Metrics: 🔹 Net Income (Adj.): $1.88B; UP +21% YoY 🔹 Operating Income (Adj.):" @wallstengine on X 2025-07-15 10:04:20 UTC 73.4K followers, 16.2K engagements
"$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 73.2K followers, 6846 engagements
"UBS Downgrades $CME to Neutral from Buy Sets PT at $XXX Analyst comments: "We are downgrading CME Group to Neutral from Buy following strong outperformance (+19% year-to-date). Geopolitical uncertainty has helped drive volumes and the stock higher over the past year but activity has started to slow recentlydown XX% year-over-year in June so farwhile comps are getting tougher. Structural growth drivers remain intact with increased retail trading a particular area of focus but we are not convinced this will drive significant upside in the near term. The need for risk management has certainly" @wallstengine on X 2025-07-24 08:35:33 UTC 73.5K followers, 5738 engagements
"HUMANA $HUM DROPS SHARPLY AFTER LOSING MEDICARE BONUS PAYMENT LAWSUIT per Bloomberg" @wallstengine on X 2025-07-18 14:09:41 UTC 73.3K followers, 11.9K 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 73.3K followers, 10.9K engagements
"MediaTek is expected to land a key order from $META for its 2nm inference ASIC codenamed Arke with mass production targeted for the first half of 2027 per industry sources cited by UDN. MediaTek has successfully carved out a niche with $GOOGL and META two clients where Broadcom $AVGO previously held a dominant position" @wallstengine on X 2025-07-23 13:34:00 UTC 73.5K followers, 14.8K engagements
"$META SHOWS OFF WRISTBAND THAT LETS YOU CONTROL COMPUTERS WITH JUST A TWITCH Metas new EMG-based wristband reads electrical signals from your forearm muscles letting you move a cursor open apps or even write in the airjust by intending to. It uses AI to recognize muscle patterns across users without any surgery" @wallstengine on X 2025-07-23 16:28:04 UTC 73.5K followers, 7822 engagements
"$STM SHARES DROP XX% AFTER SURPRISE Q2 LOSS WEAK GUIDANCE STMicroelectronics shares plunged as much as XX% their steepest drop in a year after the company posted a surprise Q2 loss driven by $XXX million in restructuring and impairment charges. Adjusted operating loss came in at $XXX million far below analyst expectations for a $XX million profit. Revenue was $XXXX billion slightly above forecasts but gross margins of XXXX% disappointed versus the XXXX% analysts had expected. The company maintained that same margin outlook for Q3. Weakness in auto chip sales weighed heavily despite modest" @wallstengine on X 2025-07-24 08:57:20 UTC 73.5K followers, 7283 engagements
"$META is rolling out new protections for adult-run Instagram accounts that feature kids. These accounts will now get stricter DM settings hidden word filters and wont be recommended to users blocked by teens. Meta says its removed over 135K accounts this year for rule violations" @wallstengine on X 2025-07-23 11:13:38 UTC 73.5K followers, 7005 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 $60B. In a new filing Autodesk didnt mention PTC by name but said it remains focused on organic growth smaller tuck-in deals and share buybacks" @wallstengine on X 2025-07-14 12:34:07 UTC 73.4K followers, 6676 engagements
"$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$42B" @wallstengine on X 2025-07-17 07:21:11 UTC 73.2K followers, 42.4K engagements
"$NVDA CEO: HUAWEI IS A VERY GREAT TECHNOLOGY COMPANY. I REALLY WANT TO BUY A XIAOMI CAR. THE OPENNESS OF DEEPSEEK MADE IT POSSIBLE FOR EVERY COUNTRY AND EVERY INDUSTRY TO ENGAGE WITH AI" @wallstengine on X 2025-07-16 08:04:46 UTC 73.2K followers, 10.2K engagements
"TRUMP: SIGNING ORDER THAT WOULD EXPAND AI EXPORTS $NVDA $AMD" @wallstengine on X 2025-07-23 22:07:54 UTC 73.5K followers, 22.7K 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 $9T retirement market to crypto metals private equity and more. The order would direct agencies to clear the path for 401k plans to hold alternative assets. Its part of a broader push to mainstream crypto and private capital in retirement savings" @wallstengine on X 2025-07-17 21:05:05 UTC 73.5K followers, 41.4K engagements
"$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 73.4K followers, 7303 engagements
"$SAP Q2'25 Earnings Highlights 🔹 Revenue: 9.03B (Est. 9.07B) 🔴 🔹 EPS (Basic Non-IFRS): XXXX (Est. 1.67) 🔴 🔹 Cloud: 5.13B (Est. 5.17B) 🔴; +24% YoY 🔹 Cloud & Software: 7.97B (Est. 7.99B) 🔴; +11% YoY FY25 Guidance (At CC) 🔹 Cloud Revenue: 21.6B21.9B; UP +26% to +28% YoY 🔹 Cloud & Software Revenue: 33.1B33.6B; UP +11% to +13% YoY 🔹 Non-IFRS Operating Profit: 10.3B10.6B; UP +26% to +30% YoY 🔹 Free Cash Flow (Actual FX): 8.0B; UP +89% YoY 🔹 Non-IFRS Effective Tax Rate: XX% Q2 Cloud Metrics 🔹 Cloud ERP Suite: 4.42B; UP +30% YoY 🔹 Current Cloud Backlog: 18.1B; UP +22% YoY 🔹 SaaS/PaaS:" @wallstengine on X 2025-07-22 20:36:36 UTC 73.5K followers, 14.8K engagements
"A bunch of Wall Street favorites are set to report earnings next week. Ill be putting together a detailed preview in my newsletter. Which stock are you most interested in and want me to cover 👀 $AAPL $AMZN $MSFT $META $V $MA $PYPL $COIN $SPOT $NFLX $ROKU $QCOM $UNH $PG $BA $XOM $CVX $SBUX $EBAY $RBLX $ETSY $HOOD $SOFI $MSTR $RDDT $NET $FSLR $UPS $RACE $HSY $VRT $WING $HUM $RCL $APLD $CVNA $ARM $EA" @wallstengine on X 2025-07-25 12:10:08 UTC 73.5K followers, 7299 engagements
"Feds Christopher Waller says hell vote for a XX bp rate cut at the July FOMC meeting citing softening GDP growth stalling private-sector hiring and inflation now close to target once tariff effects are stripped out. He warns waiting could risk falling behind" @wallstengine on X 2025-07-17 22:33:24 UTC 73.3K followers, 32.5K engagements
"Bank of America sees no U.S. recession or Fed rate cuts in 2025 citing strong consumer spending and sticky goods inflation" @wallstengine on X 2025-07-21 15:49:41 UTC 73.2K followers, 7781 engagements
"$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 73.4K followers, 8244 engagements
"Charter $CHTR and Comcast $CMCSA have signed a multi-year exclusive deal with T-Mobile $TMUS to use its 5G network for business wireless services starting in 2026. The new MVNO agreement supports Spectrum Mobile for Business and Comcast Business Mobile" @wallstengine on X 2025-07-22 23:04:06 UTC 73.4K followers, 8489 engagements
"$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 $45B allocated to build and operate immigrant detention facilities" @wallstengine on X 2025-07-07 10:35:03 UTC 73.2K followers, 6965 engagements
"The IEA says global coal demand is set to reach an ALL-TIME HIGH this year. Rising use in the U.S.up XX% in H1and steady demand from India and Europe are driving the increase. The agency now sees coal demand starting to fall in 2026 a year earlier than previously forecast" @wallstengine on X 2025-07-24 09:20:26 UTC 73.5K followers, 10K engagements
"TRUMP TRADE ADVISER NAVARRO: WE ARE FOCUSED ON RARE EARTHS SUPPLY FROM OUTSIDE CHINA" @wallstengine on X 2025-07-23 17:53:38 UTC 73.5K followers, 9840 engagements
"$CEG $VST $TLN PJM Interconnection the largest U.S. grid operator set capacity prices at a record $XXXXXX per megawatt-day for the 20262027 delivery year pushing total capacity costs to $16.1Bup from $14.7B in the prior auction. The higher price reflects soaring power demand including the rapid growth of AI data centers. This marks the first auction with both a price floor and cap with the final clearing price hitting the top of that range. The outcome is a clear win for power generators like Constellation Energy Vistra and Talen Energy which benefit from these payments to keep plants online" @wallstengine on X 2025-07-22 20:39:05 UTC 73.5K followers, 17.7K engagements
"Nokia $NOK shares dropped up to X% after the company cut its full-year profit outlook now guiding 1.6B2.1B down from up to 2.4B. It cited a weaker dollar and rising tariffs with trade levies expected to hit profits by up to 80M" @wallstengine on X 2025-07-23 09:07:10 UTC 73.4K followers, 6461 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.04% 🟩 $QQQ +0.21% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-24 20:01:12 UTC 73.5K followers, 10.7K 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 73.2K followers, 8386 engagements
"CNBC reports Palo Alto $PANW says there's no truth to the SentinelOne $S buyout rumor" @wallstengine on X 2025-07-21 18:45:33 UTC 73.4K followers, 18.3K engagements
"$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. $5.96B)🟡; UP +7% YoY 🔹 Net" @wallstengine on X 2025-07-16 10:51:49 UTC 73.2K followers, 9389 engagements
"$KVUE NAMES INTERIM CEO LAUNCHES STRATEGIC REVIEW Kenvue has named board member Kirk Perry as interim CEO replacing Thibaut Mongon who stepped down. The companys also kicking off a strategic review to boost shareholder value with Centerview and McKinsey advising. Preliminary Q2 results show net sales down X% organic sales off XXX% and adjusted EPS between $0.28$0.29. Full results are due August 7" @wallstengine on X 2025-07-14 10:48:15 UTC 73.3K followers, 8677 engagements
"$STZ BRANDS Q2 SALES DROP X% ON SOFTER DEMAND Constellation Brands reported profit of $516M down from $877M last year with EPS at $XXXX vs $XXXX. Adjusted EPS came in at $XXXX missing estimates. Net sales fell X% to $2.52B below expectations as beer sales dipped X% and wine & spirits plunged 28%. The company cut its FY EPS outlook to $12.07-$12.37 from $12.33-$12.63 citing weaker spending especially among Hispanic consumers. Beer sales are expected to be flat to up X% this year" @wallstengine on X 2025-07-02 08:02:19 UTC 73.4K followers, 6962 engagements
"$VLO Valero Energy Q2'25 Earnings Highlights 🔹 Revenue: $29.89B (Est. $26.97B) 🟢 🔹 Adjusted EPS: $XXXX (Est. $1.72) 🟢 🔹 Net Income: $714M; DOWN from $880M YoY 🔹 GAAP EPS: $2.28; DOWN from $XXXX YoY 🔹 Net Cash from Ops: $936M 🔹 Adjusted Net Cash from Ops: $1.3B (ex-WC & JV impact) 🔹 Capital Investments: $407M (incl. $371M sustaining) 🔹 Dividend Declared: $1.13/share Segment Performance: Refining 🔹 Operating Income: $1.3B (vs. $1.2B YoY) 🔹 Throughput: 2.9M BPD 🔹 Refining Margin/BBL: $XXXXX (Est. $11.75) 🟢 🔸 Set record throughput rate in U.S. Gulf Coast Renewable Diesel (Diamond" @wallstengine on X 2025-07-24 10:34:13 UTC 73.5K followers, 7000 engagements
"Humana $HUM will eliminate about one-third of prior auths for outpatient services by Jan X 2026. That includes diagnostic services like colonoscopies transthoracic echos and select CT/MRIs. The company also aims to provide a decision within one business day on 95%+ of complete electronic requestsup from the current XX% rate. CEO Jim Rechtin says the system is too complex and must improve" @wallstengine on X 2025-07-22 10:25:43 UTC 73.4K followers, 7904 engagements
"Jefferies Maintains Underperform Rating on $OSCR Lowers PT to $X from $X Analyst comments: "The stock rising X% on a $XXX million EBIT cut doesn't make a lot of sense even if positioning was extreme. Other factors could be that no capital raise was launched or at face value Oscar Health raising 2025 medical loss ratio by +530 basis points is less bad than Centene and Elevance Healths mid-high single-digit percent increases. However guidance appears very aggressive. We expect another 200bp+ MLR/margin cut that lands Oscars pressure roughly in line with CNC and ELV and lower our projected" @wallstengine on X 2025-07-23 10:14:20 UTC 73.5K followers, 130.2K engagements
"GRABAGUN: DONALD TRUMP JR TO JOIN BOARD RING NYSE OPENING BELL" @wallstengine on X 2025-07-15 19:37:01 UTC 73.3K followers, 19.1K engagements
"Transocean $RIG has secured $199M in new contracts and extensions boosting its backlog to $7.2B. Deals include work in Australia Norway Ivory Coast and Brazil with dayrates ranging from $361K to $540K. The company operates XX rigs focused on deepwater and harsh environment drilling" @wallstengine on X 2025-07-16 20:29:03 UTC 73.4K followers, 7628 engagements
"HYUNDAI WARNS OF BIGGER TARIFF HIT AFTER Q2 PROFIT DROP Hyundai posted a $602M operating loss from higher U.S. tariffs in Q2 and says the impact will be even greater in the second half. Net profit dropped XX% to $2.36B missing estimates while operating margin shrank to 7.5%" @wallstengine on X 2025-07-24 09:56:03 UTC 73.5K followers, 7360 engagements
"WHITE HOUSE STATEMENT: REPORTS OF A POTENTIAL EU TRADE DEAL ARE SPECULATIVE AND ANY DISCUSSIONS SHOULD BE VIEWED AS SUCH" @wallstengine on X 2025-07-23 20:57:27 UTC 73.5K followers, 9743 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 73.5K followers, 11.6K 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 73.4K followers, 6184 engagements
"Tesla $TSLA just opened orders for the Model Y in India starting at $69700 for the RWD and $79000 for the LR RWDnearly double US pricing due to steep tariffs. Deliveries begin this quarter. FSD add-on costs another $7K" @wallstengine on X 2025-07-15 07:32:32 UTC 73.2K followers, 9796 engagements
"$TRU TransUnion Q2'25 Earnings Highlights 🔹 Revenue: $1.14B (Est. $1.10B) 🟢 🔹 EPS: $XXXX (Est. $0.99) 🟢 Q3 Guidance: 🔹 Revenue: $1.12B$1.14B (Est. $1.10B) 🟢 🔹 EPS: $0.99$1.04 (Est. $0.99) 🟢 FY25 Guidance: 🔹 Revenue: $4.43B$4.47B (Est. $4.42B) 🟢 🔹 EPS: $4.03$4.14 (Est. $4.10) 🟡" @wallstengine on X 2025-07-24 10:37:37 UTC 73.5K followers, 7255 engagements
"Trump and Powell just had a wild exchange in front of reporters over the Feds renovation costs: Trump: Its now $3.1B. Just came out. Powell: I havent heard that. Trump (pulls out paper): XXX. Powell: You just added a 3rd building. Trump: Its part of the overall" @wallstengine on X 2025-07-24 20:21:32 UTC 73.5K followers, 43.8K 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 73.4K followers, 17.1K engagements
"Ahead of $TSLA Model Y deliveries Tesla will install X charging stations each in Mumbai and Delhi and open a second store in the capital later this month. The company also plans to import from Berlin once the India-EU free trade agreement is signed" @wallstengine on X 2025-07-15 08:05:43 UTC 73.3K followers, 4678 engagements
"$NVDA is currently the worlds biggest company at over $XXXX Trillion market cap$1T larger than $AAPL $2T over $GOOGL more than 2x META and 4x $TSLA" @wallstengine on X 2025-07-25 17:15:04 UTC 73.5K followers, 3675 engagements
"Alibabas $BABA Qwen team is dropping hybrid thinking mode and will now train instruct and thinking models separately. The new release Qwen3-235B-A22B-Instruct-2507 outperforms its predecessor and is now live on Hugging Face and ModelScope" @wallstengine on X 2025-07-21 17:24:51 UTC 73.5K followers, 7368 engagements
"$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 73.4K followers, 20K engagements
"Oppenheimer Upgrades $SPOT to Outperform from Perform Sets PT at $XXX Analyst comments: "With shares XX% off their all-time highs we upgrade Spotify from Perform to Outperform and establish an $XXX target as we see many tailwinds ahead. We model: 1) the largest monthly active user runway in Internet 2) free tier monetization (either through ads or an ad-supported monthly fee) 3) conversion benefits from App Store changes 4) a Superfan tier 5) continued gross margin leverage and 6) free cash flow generation and share repurchases. We forecast a XX% revenue CAGR from 2024 to 2030 based on a 9%" @wallstengine on X 2025-07-24 08:35:21 UTC 73.5K followers, 5857 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 73.4K followers, 6566 engagements
"Tradeweb $TW reported record June trading volume of $XX trillion with average daily volume up XX% YoY to $XXX trillion. Q2 total volume hit $XXXXX trillion up XX% YoY. Strength was broad with records in US Treasuries swaps high-yield credit munis European ETFs and repo" @wallstengine on X 2025-07-07 11:32:24 UTC 73.4K followers, 6758 engagements
"$T AT&T Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $XXXXX B) 🟢; +3.5% YoY 🔹 Adj. EPS: $XXXX (Est. $0.52) 🟢 🔹 Adj EBITDA: $XXXXX B (Est. $XXXXX B) 🟢 🔹 Expects $6.5B$8.0B cash tax savings from 20252027 due to One Big Beautiful Bill Act FY25 Guidance (Affirmed) 🔹 Adj. EPS: $1.97$2.07 (Est. $2.03) 🟡 🔹 FCF: Low-to-mid $16B range (previous: $16B) 🔹 Adj. EBITDA: +3% YoY (Affirmed) 🔹 Capex: Raised to $22.0$22.5B (from $22B) 🟢 🔹 Consolidated Service Revenue Growth: Low-single digits (Affirmed) 🔹 Consumer Fiber Broadband Revenue Growth: Mid-to-high teens (Raised from mid teens)" @wallstengine on X 2025-07-23 10:46:04 UTC 73.5K followers, 8212 engagements
"Guggenheim Upgrades $DT to Buy from Neutral Sets PT at $XX Analyst comments: "We are upgrading Dynatrace shares based on increased confidence that key catalysts for Dynatraces business are gaining momentum coupled with a favorable model setup. Our channel checks indicate increased usage of application performance monitoring and consolidation of observability tools onto its platformincluding log managementare collectively driving overages and sizable early renewals. These catalysts underpin our plausible scenario subscription revenue estimate of at least XX% constant currency growth in FY26" @wallstengine on X 2025-07-23 08:23:28 UTC 73.4K followers, 5771 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 $CHTR Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game" @wallstengine on X 2025-07-19 11:41:06 UTC 73.4K followers, 12.5K engagements
"$LYFT is rolling out a new feature that lets riders favorite or block drivers after a trip. Favoriting boosts the chance of getting matched again and drivers marked as favorites get priority for scheduled rides. Launch begins in select areas and expands across the U.S. and Canada by end of August" @wallstengine on X 2025-07-24 15:54:46 UTC 73.5K followers, 6975 engagements
"$COF Capital One Q2'25 Earnings Highlights 🔹 Revenue: $12.49B (Est. $11.84B) 🟢; UP +25% QoQ 🔹 Adj. EPS: $XXXX (Est. $3.88) 🟢 🔹 Net Interest Margin: XXXX% (Est. 7.43%) 🟢 🔹 Efficiency Ratio: XX% (Est. 52%) 😐 🔹 Net Charge-Offs: $3.06B (Est. $3.25B) 🟢 🔹 Loans Held for Investment: $439.3B (Est. $397.5B) 🟢 Segment: 🔹 Credit Card Loans: $269.7B; UP +72% QoQ 🔹 Domestic Card Loans: $252.5B; UP +68% QoQ 🔹 Auto Loans: $80.0B; UP +3% QoQ 🔹 Commercial Loans: $88.4B; UP +1% QoQ 🔹 Total Loans Held for Investment: $439.3B; UP +36% QoQ 🔹 Total Deposits: $468.1B; UP +27% QoQ 🔹" @wallstengine on X 2025-07-22 20:15:53 UTC 73.4K followers, 8153 engagements
"PENTAGON AWARDS AI CONTRACTS WORTH UP TO $200M TO xAI OPENAI OTHERS The Department of Defense is awarding contractseach with a ceiling of $200Mto OpenAI xAI Google and Anthropic to accelerate AI adoption across military and government systems per Bloombergs Jackie Davalos. The deals are part of a commercial-first approach allowing other federal agencies to tap into these tools through the GSA. xAI also announced Grok for Government a new suite tailored for public sector use. Source: Bloomberg / Jackie Davalos" @wallstengine on X 2025-07-14 17:24:28 UTC 73.3K followers, 17.2K engagements
"APOLLO-BACKED LEGENDARY EYES $LION DEAL Legendary Entertainment backed by Apollo is weighing a takeover of Lionsgate Studios after its split from Starz Bloomberg reports. Talks so far have focused on co-producing a few films to test the partnership before any formal acquisition offer is made" @wallstengine on X 2025-07-11 20:01:21 UTC 73.5K followers, 11K engagements
"$AVGO'S $61B VMWARE DEAL FACES EU COURT CHALLENGE: BBG Cloud group CISPE has filed a legal complaint arguing the EU approved the merger without protections against Broadcoms potential market abuse. They claim Broadcom hiked prices and tightened licensing after the buyout hurting cloud competition across Europe. The EU General Court will now review whether regulators need to revisit the deal" @wallstengine on X 2025-07-24 07:50:19 UTC 73.5K followers, 9046 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 73.3K followers, 26.7K engagements
"WORST PUBLIC-ASSET DEAL EVER In 2008 Chicago took $1.157B upfront and handed 75yrs of parking-meter revenue to a Morgan Stanley-Allianz-Abu Dhabi fund. Meters now spit $161M/yr; investors have already grossed $X Billion$800M past breakevenwith XX yrs still to go" @wallstengine on X 2025-07-08 20:24:42 UTC 73.2K followers, 14.2K engagements
"Alaska Airline $ALK grounded all flights Sunday due to an IT outage halting both Alaska and Horizon Air. Ops resumed at 11PM PST but delays are expected as recovery begins. Fleet includes XXX Boeing 737s and XX Embraer 175s" @wallstengine on X 2025-07-21 08:07:50 UTC 73.4K followers, 5818 engagements
"A group representing $GM Ford $F & Stellantis $STLA is pushing back on a proposed Japan trade deal that would lower auto import tariffs to XX% while keeping Canada and Mexico tariffs at 25%. They argue it puts U.S.-made cars with high domestic content at a disadvantage - RTRS" @wallstengine on X 2025-07-23 08:30:45 UTC 73.5K followers, 8267 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 73.3K followers, 6528 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 73.2K 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 73.4K followers, 11.3K 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 73.2K followers, 10.1K engagements
"OPENAI WILL USE $XX BILLION FUNDRAISE TO DEVELOP DATA CENTERS NEW PROJECTS - THE INFORMATION" @wallstengine on X 2025-07-23 20:26:13 UTC 73.5K followers, 15.1K engagements
"STOCKS ON WATCH FOR NASDAQ XXX INCLUSION AFTER TODAYS REBALANCING: PALANTIR $PLTR EQUINIX $EQIX SANOFI $SNY MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON UNITED AIRLINES $UAL NETEASE $NTES $JD.COM $TCOM ARGENX $ARGX ALNYLAM $ALNY" @wallstengine on X 2024-12-13 20:40:21 UTC 73.2K followers, 35.4K engagements
"BofA Reiterates Underperform Rating on $HIMS Maintains PT at $XXXXX Analyst comments: "The catalyst path for Hims and Hers is mixed with increased litigation risk as the company continues to sell compounded GLP-1s at scale under the 503A personalization exemption. At the same time weakening core growth adds pressure to the full-year guidance unless compounded semaglutide delivers a significant acceleration. While new product launches such as testosterone replacement therapy (TRT) and geographic expansion via the ZAVA deal and Canadian entry could support growth in 2026 they are unlikely to" @wallstengine on X 2025-07-18 09:55:15 UTC 73.2K followers, 14.1K engagements
"$ASAN Asana Q1 Earnings Highlights 🔹 Revenue: $187.3M (Est. $185.5M) 🟢; UP +8.6% YoY 🔹 Adj EPS: $XXXX (Est. $0.02) 🟢 Q2'26 Guidance 🔹 Revenue: $192M$194M (Est. $192.2M) 🟢 🔹 Adj EPS: $0.04$0.05 (Est. $0.04) 🟢 🔹 Non-GAAP Operating Income: $8M$10M 🔹 Operating Margin: 4%5% 🔹 Weighted Avg Shares (Diluted): 243M FY26 Guidance 🔹 Revenue: $775M$790M (Est. $780.1M) 🟢 🔹 Adj EPS: $XXXX (Est. $0.19) 🟢 🔹 Operating Margin: XXX% 🔹 Weighted Avg Shares (Diluted): 243M Customer & Retention Metrics 🔹 Core Customers ($5K ARR): 24297; UP +10% YoY 🔹 $100K+ Customers: 728; UP +20% YoY 🔹 Net" @wallstengine on X 2025-06-03 20:12:13 UTC 73.2K followers, 8879 engagements
"REPORTER: What would you do with a project manager who went over budget TRUMP: GENERALLY SPEAKING ID FIRE HIM 😂" @wallstengine on X 2025-07-24 20:16:46 UTC 73.5K followers, 22.4K engagements
"Jefferies Upgrades $VRNS to Buy from Hold Raises PT to $XX from $XX Analyst comments: "We believe that Varonis Systems is well positioned to address the increasingly important data governance market as generative AI adoption starts to materialize. Varonis has long been the leader in enterprise on-premises security but has strategically positioned itself as a leading hybrid vendor as data accumulates in the cloud. Our checks have improved in Q2 whichcoupled with a very achievable Q2 and 2025 setupmakes us incrementally bullish on the shares. Varonis currently trades at 8x CY2026 revenue (we" @wallstengine on X 2025-07-24 08:36:16 UTC 73.5K followers, 6978 engagements
"The $21B US 10-year TIPS auction stopped through at XXXXX% slightly below the XXXX% WI. Pretty decent demand with a XXXX bid-to-cover. Indirects took XXXX% directs XX% and dealers just 5.4%. XXXX% of accepted bids cleared at the high yield. Overall Auction Grade: B+" @wallstengine on X 2025-07-24 17:08:24 UTC 73.5K followers, 6933 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 73.5K followers, 236.8K engagements
"American Eagle $AEO stock took off after dropping its new Sydney Sweeney Has Great Jeans campaignbut according to Barrons this isnt just another meme stock moment. Sweeneys track record speaks for itselfCrocs and Dr. Squatch both saw big boosts after partnering with her. She might just give American Eagle the tailwind it needs" @wallstengine on X 2025-07-24 14:43:42 UTC 73.5K followers, 8904 engagements
"$GS Goldman Sachs Q2'25 Earnings Highlights 🔹 Revenue: $14.58B (Est. $13.53B) 🟢; UP +15% YoY 🔹 EPS: $XXXXX (Est. $9.77) 🟢; UP +27% YoY 🔹 Net Income: $3.72B (Est. $4.35B) 🔴; UP +22% YoY Global Banking & Markets 🔹 Segment Revenue: $10.12B; UP +24% YoY 🔹 Investment Banking Fees: $2.19B; UP +26% YoY - Advisory: $1.17B; UP +71% YoY - Equity Underwriting: $428M; FLAT YoY - Debt Underwriting: $589M; DOWN -X% YoY 🔹 FICC: $3.47B (Est. $3.26B) 🟢; UP +9% YoY - FICC Intermediation: $2.42B; UP +4% YoY - FICC Financing: $1.04B; UP +23% YoY 🔹 Equities: $4.30B (Est. $3.72B) 🟢; UP +36% YoY -" @wallstengine on X 2025-07-16 11:33:40 UTC 73.4K followers, 29.9K engagements
"The U.S. 20-YEAR BOND AUCTION saw strong demand. High yield came in at XXXXX% 1.6bps below the when-issued level (4.951%). Bid-to-cover was solid at XXXX on the $13B sale. Indirect bidders (including foreign buyers) took XXXXX% Directs took XXXXX% Primary dealers were left with just 10.72%" @wallstengine on X 2025-07-23 17:06:32 UTC 73.5K followers, 10K engagements
"Shares of top Chinese lithium producers dropped Tuesday after weak first-half guidance. Tianqi expects up to 155M net income while Ganfeng guided for a 300M550M loss. Chengxin forecast a 850M loss and a 418M inventory impairment. All three blamed falling lithium prices" @wallstengine on X 2025-07-15 07:22:15 UTC 73.2K followers, 5893 engagements
"Deutsche Bank Initiates Coverage on FintechBuy on $TOST PT $XX Analyst comments: Toast has one of the best platforms for serving restaurants leading to share gains and persistently high gross payment-volume growth. The company is making rapid strides in profitabilityhaving reached GAAP profitability in FY24and expects to materially improve profitability going forward. Entry into new markets (international retail and enterprise) offers avenues for growing the companys addressable market. On the other hand while making strides toward profitability the company is seeing decelerating trends" @wallstengine on X 2025-07-17 11:28:10 UTC 73.3K followers, 10.2K engagements
"Japan's tariff negotiator Akazawa: There have been no discussions with Pres. Trump regarding the implementation of this deal. Currently there are no plans to sign a legally binding agreement. We have established mutual understanding with the U.S. regarding the trade deal" @wallstengine on X 2025-07-24 07:38:53 UTC 73.5K followers, 23.3K engagements
"$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 73.5K followers, 9800 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 73.5K followers, 9036 engagements
"TRUMP: ANNOUNCES TRADE DEAL WITH JAPAN - $XXX BILLION INVESTMENT AND XX% TARIFF" @wallstengine on X 2025-07-22 23:16:00 UTC 73.5K followers, 22.7K engagements
"$AXP American Express Q2'25 Earnings Highlights 🔹 Revenue: $17.86B (Est. $17.70B) 🟢; +9% YoY 🔹 Adj EPS: $XXXX (Est. $3.87) 🟢; +17% YoY* 🔹 Card Member Spending: $416.3B; +7% YoY All-time quarterly high FY25 Guidance (Reaffirmed) 🔹 EPS: $XXXXX $XXXXX (Est. $15.22) 🟢 🔹 Revenue Growth: XXX% Segment & Operating Highlights 🔹 Billed Business (FX-adjusted): $390.7B; UP +7% YoY 🔹 Consolidated Provisions for Credit Losses: $1.4B (vs. $1.3B YoY); net write-off rate: XXX% 🔹 Operating Expenses: $12.9B; UP +14% YoY 🔹 Effective Tax Rate: XXXX% (DOWN from XXXX% YoY) 🔹 Average Diluted Shares:" @wallstengine on X 2025-07-18 11:05:37 UTC 73.5K followers, 11K engagements
"$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 73.4K followers, 8864 engagements
"US AND EU WOULD WAIVE TARIFFS ON SOME PRODUCTS INCLUDING AIRCRAFT SPIRITS AND MEDICAL DEVICES- FT $BA" @wallstengine on X 2025-07-23 15:59:55 UTC 73.5K followers, 12.7K engagements
"$AAL American Airlines Q2'25 Earnings Highlights 🔹 Revenue: $14.4B (Est. $14.29B) 🟢; Record High 🔹 Adjusted EPS: $XXXX (Est. $0.78) 🟢 FY25 Guidance (Updated): 🔹 EPS: ($0.20) to $XXXX (Est. ($0.01)) 🔴 🔸 Midpoint: $XXXX 🔸 Top end achievable if domestic demand improves Q3 Guidance: 🔹 EPS: ($0.60) to ($0.10) (Est. $0.76) 🔴 Key Business Highlights: 🔹 Record revenue driven by premium demand and restored indirect channels 🔹 All international entities delivered YoY unit revenue growth 🔹 AAdvantage loyalty program active accounts +7% YoY 🔹 Co-branded card spend +6% YoY Operations &" @wallstengine on X 2025-07-24 11:12:06 UTC 73.5K followers, 8292 engagements
"FLUTTER $FLUT IN ADVANCED TALKS FOR FURTHER X% FANDUEL STAKE FROM BOYD GAMING $BYD - SKY" @wallstengine on X 2025-07-10 18:19:04 UTC 73.2K followers, 6729 engagements
"$CLF Cleveland-Cliffs Q2'25 Earnings Highlights 🔹 Revenue: $4.9B (Est. $4.85B) 🟢 🔹 EPS: ($0.50) (Est. ($0.71)) 🟢 FY25 Guidance 🔹 Capital Expenditures: $600M (Prior: $625M) 🔹 SG&A Expenses: $575M (Prior: $600M) 🔹 Steel Unit Cost Reduction: $XX per net ton vs. 2024 🔹 Depreciation Depletion & Amortization: $1.2B (Prior: $1.1B) 🔹 Cash Pension & OPEB Payments: $150M" @wallstengine on X 2025-07-21 10:41:40 UTC 73.4K followers, 7721 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 73.2K followers, 13.6K engagements
"Today's Key Events (All EST) 05/05/2025 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 13:00: US 3-Year Note Auction Before Open 👇 06:00: CNA Financial $CNA 06:00: Henry Schein $HSIC 06:30: Zimmer Biomet $ZBH 06:30: Freshpet $FRPT 06:30: Recursion $RXRX 06:45: Foot Locker $FL 06:55: BioNTech $BNTX 07:00: TG Therapeutics $TGTX 07:30: Cummins $CMI 07:30: Tyson Foods $TSN 07:30: ON Semiconductor $ON After Hours 👇 16:00: Vertex Pharmaceuticals $VRTX 16:00: Diamondback Energy $FANG 16:05: Palantir $PLTR 16:05: Hims & Hers Health $HIMS 16:05: Ford $F 16:05: Realty Income $O 16:05:" @wallstengine on X 2025-05-05 07:27:50 UTC 73.5K followers, 16.5K engagements
"Trump says tariff letters for smaller countries coming soon Reuters: After locking in blanket tariff deals with over XX nations he says the rest will likely face a flat rate just over 10%. Letters expected to go out shortly" @wallstengine on X 2025-07-16 05:04:31 UTC 73.2K followers, 6780 engagements
"$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 73.3K followers, 14.6K engagements
"Morgan Stanley Upgrades $ETSY to Equalweight from Underweight Raises PT to $XX from $XX Analyst comments: "We are upgrading Etsy from Underweight to Equal-weight as our eBay versus Etsy thesis has largely played out. Last year we argued a preference for eBay over Etsy based on the expectation that divergent topline growth would lead to convergent valuation. The market has rewarded the fundamentals with eBay growing over XX percentage points faster in 1Q bringing Etsys EV/EBITDA from a XX% premium to a XX% discount relative to eBay. As a result Etsy has underperformed the S&P by XX% while eBay" @wallstengine on X 2025-07-21 07:56:55 UTC 73.2K followers, 5826 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.05% 🟩 $QQQ +0.25% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-24 13:31:14 UTC 73.5K followers, 16.2K 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 73.4K followers, 7207 engagements
"Biogen $BIIB will invest $2B to expand and modernize its manufacturing footprint in North Carolinas Research Triangle Park. The funds will boost antisense drug capabilities add fill-finish lines and integrate AI and automation. Biogen now has X facilities in the state and 1900+ workers on-site" @wallstengine on X 2025-07-21 11:34:26 UTC 73.2K followers, 5523 engagements
"DIAGEO $DEO PLANS TO REPLACE CHIEF EXECUTIVE DEBRA CREW: FT" @wallstengine on X 2025-07-16 10:52:50 UTC 73.5K followers, 6517 engagements
"South Park creators Trey Parker and Matt Stone have struck a five-year $1.5B global streaming deal with Paramount bringing the show exclusively to Paramount+ in the U.S. after years at HBO Max. New seasons and episodes are part of the pact" @wallstengine on X 2025-07-23 10:25:54 UTC 73.5K followers, 5602 engagements
"Goldman Sachs Upgrades $BIRK to Buy from Neutral Sets PT at $XX Analyst comments: "While we navigate a challenging macro backdrop and a highly competitive footwear market Birkenstock looks attractive given: (i) a strong product proposition with pricing power; (ii) opportunities to gain market share in a highly fragmented market underpinned by its iconic footbed; and (iii) margin resilience due to a fully vertically integrated manufacturing process in Europe which is rare in the footwear industry. In terms of valuation the recent relative softness versus footwear and lifestyle peers (-17% over" @wallstengine on X 2025-07-24 08:36:09 UTC 73.5K followers, 5956 engagements
"$AAPL EYES FORMULA X US BROADCAST RIGHTS FT reports Apple is in talks to acquire US F1 broadcast rights next year challenging ESPN. The move follows the success of Apples F1: The Movie which grossed $293M in its first XX days" @wallstengine on X 2025-07-09 08:41:46 UTC 73.2K followers, 7316 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 73.5K 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 73.4K followers, 6874 engagements
"NVIDIA $NVDA HAS OFFICIALLY BECOME THE FIRST COMPANY EVER TO HIT A $X TRILLION MARKET CAP 🥳" @wallstengine on X 2025-07-09 13:40:04 UTC 73.3K followers, 97K engagements
"INTEL $INTC CUTTING HEADCOUNT BY ABOUT XX% (75K EMPLOYEES)" @wallstengine on X 2025-07-24 20:05:49 UTC 73.5K followers, 6787 engagements
"JPMorgan Downgrades $PG to Neutral from Overweight Lowers PT to $XXX from $XXX Analyst comments: "We are downgrading Procter & Gamble to Neutral from Overweight. We are taking a pause because we believe PGs organic sales growth will remain soft over the next few quarters as category growth continues to decelerate. On the positive side we have confidence in managements ability to continue growing ahead of the categories and executing on the recently announced efficiency program. At this point we see the bull and bear case for PG as balanced. On the bear side: (i) PG has been vocal about weak" @wallstengine on X 2025-07-25 08:10:07 UTC 73.5K followers, 6739 engagements
"$ATAI LIFE SCIENCES and Beckley Psytech just reported strong Phase 2b results for their depression treatment BPL-003. Both 8mg and 12mg single doses showed statistically significant reductions in depressive symptoms compared to control with effects visible within a day and lasting up to X weeks. The 8mg dose will move to Phase X after consultation with the FDA. XX% of side effects were mild or moderate and most patients were ready for discharge within XX minutes suggesting potential use within existing in-clinic models like Spravato. This trial included XXX patients the largest controlled" @wallstengine on X 2025-07-01 10:04:27 UTC 73.4K followers, 9634 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 73.4K followers, 7576 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 73.5K followers, 7603 engagements
"US JOBLESS CLAIMS 221000 IN JULY XX WEEK; EST. 233K" @wallstengine on X 2025-07-17 12:32:51 UTC 73.4K followers, 7452 engagements
"BRAZIL BOLSONARO'S SON SAYS US WILL REVERSE TARIFF IF AMNESTY APPROVED" @wallstengine on X 2025-07-21 13:24:27 UTC 73.2K followers, 8574 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 73.4K followers, 22.3K engagements
"PRESIDENT TRUMP MET WITH $AMZN FOUNDER JEFF BEZOS LAST WEEK IN THE OVAL OFFICE FOR OVER AN HOUR - CNBC" @wallstengine on X 2025-07-22 18:42:41 UTC 73.4K followers, 12.9K engagements
"$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 73.4K followers, 7176 engagements
"Humacyte $HUMA just made its first sale of Symvess to a U.S. Military Treatment Facility marking a key milestone following its ECAT listing by the Defense Logistics Agency. Now available across XX DoD facilities and XXX VA hospitals Symvess was FDA-approved in late 2024 for extremity vascular trauma" @wallstengine on X 2025-07-23 12:42:50 UTC 73.5K followers, 6216 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.85% 🟩 $QQQ +0.46% 🟩 $DJI +1.14% 🟩 $IWM +1.54% 🟩" @wallstengine on X 2025-07-23 20:00:54 UTC 73.5K followers, 13.2K 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 73.5K followers, 10.2K engagements
"Morgan Stanley Upgrades $FOLD to Overweight from Equalweight PT $XX (100% upside) Analyst comments: "We upgraded to OW (prior EW) based on our favorable view of FOLD's intellectual property position heading into summary judgment with Aurobindo (detailed analysis inside) and longer term confidence in patients switching from Nexviazyme/Lumizyme to PomOp. Recall 1Q25 miss was driven by order timing and the higher UK VPAG (Voluntary Scheme for Branded Medicines Pricing and Access) rebate rate of XX% compared to the anticipated 1215% reflected in the updated guidance. We also note that mgt." @wallstengine on X 2025-07-17 10:25:35 UTC 73.4K followers, 7139 engagements
"$IBM IBM Q2'25 Earnings Highlights 🔹 Revenue: $17.0B (Est. $16.59B) 🟢; UP +8% YoY 🔹 Adj. EPS: $XXXX (Est. $2.62) 🟢; UP +15% YoY FY25 Outlook: 🔹 FY Free Cash Flow: Above $13.5B (Prior: $13.5B; Est. $13.56B) 🟢 🔹 Constant Currency Revenue Growth: At least +5% Q2 SEGMENTS: Software: 🔹 Revenue: $7.39B (Est. $7.49B) 🔴; UP +10% YoY - Hybrid Cloud (Red Hat): UP +16% YoY - Automation: UP +16% YoY - Data: UP +9% YoY - Transaction Processing: UP +1% YoY Consulting: 🔹 Revenue: $5.31B (Est. $5.21B) 🟢; UP +3% YoY - Strategy & Tech: UP +1% YoY - Intelligent Operations: UP +5% YoY Infrastructure:" @wallstengine on X 2025-07-23 20:18:28 UTC 73.5K followers, 10.3K 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 73.1K followers, 6645 engagements
"Edgewater on Digital Ads: July paid social feedback still showing $META durability and mixed trends for subscales" @wallstengine on X 2025-07-23 10:35:12 UTC 73.4K followers, 4749 engagements
"The robotics delivery space has attracted over $3.5B in funding since 2019 as companies like $SERV Zipline & Coco roll out bots and drones to make food delivery faster and cheaper per Pitchbook. U.S. restaurants handle around 4B delivery orders each year through apps alone" @wallstengine on X 2025-07-25 16:16:44 UTC 73.5K followers, 4875 engagements
"Private equity firms including Clearlake Platinum Equity EQT Apollo and AIP have reportedly submitted bids to acquire Forward Air $FWRD per Reuters. No deal is certain yet and more bidders could still enter the mix" @wallstengine on X 2025-07-23 17:22:37 UTC 73.5K followers, 9738 engagements
"$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 73.4K followers, 25.8K 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 73.4K followers, 11K engagements
"Goldman Sachs Reiterates Buy Rating on $BBWI PT $XX Analyst comments: "In this note we update our BBWI promotional tracker which includes 3-wick candle pricing and free shipping offers. Promotions appear relatively flat year-over-year in May and lower year-over-year in June noting the summer semi-annual sale was shifted about two weeks later this year. We also analyze digital trends at BBWI which shows that app downloads were up XX% year-over-year in June and remain well above levels prior to launching the loyalty program in August 2022 while monthly active users were up XX% year-over-year." @wallstengine on X 2025-07-08 09:39:20 UTC 73.4K followers, 6749 engagements
"$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 73.4K followers, 7414 engagements
"Tampa International Airport is installing $AEVA's 4D LiDAR sensors to boost operations and safety. The system tracks airside activity monitors security zones and helps manage infrastructure in real time. It's one of the largest airport LiDAR installs in the U.S" @wallstengine on X 2025-07-23 11:02:45 UTC 73.4K followers, 6403 engagements
"$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 73.5K followers, 9624 engagements
"WHITE HOUSE OFFICIAL ON JAPAN DEAL: JAPAN TO BOOST RICE PURCHASES BY XX% BUY $X BILLION IN AGRICULTURAL AND OTHER PRODUCTS; JAPAN TO HIKE DEFENSE SPENDING WITH U.S. FIRMS TO $XX BILLION ANNUALLY FROM $XX BILLION" @wallstengine on X 2025-07-23 12:41:25 UTC 73.4K followers, 8283 engagements
"Just a heads up: theres been no official PR or statement from either of these companies $GRRR or $NVDA" @wallstengine on X 2025-07-09 18:14:00 UTC 73.1K followers, 11.2K engagements
"ICYMI: AMERICAN EAGLE $AEO has named Sydney Sweeney the face of its Fall 2025 denim campaign Sydney Sweeney Has Great Jeans. The campaign features over XXX denim fits including XX new styles plus a limited-edition Sydney Jean with all proceeds going to Crisis Text Line. A limited denim jacket drops Aug. XX for $79.95" @wallstengine on X 2025-07-23 20:51:34 UTC 73.5K followers, 8851 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 73.5K followers, 21.5K engagements
"Piper Sandler Downgrades $SRPT to Neutral from Overweight Lowers PT to $XX from $XX Analyst comments: "Early Sunday Sarepta Therapeutics announced that a second non-ambulatory patient has died due to acute liver failure linked to Elevidys prompting a decision to suspend commercial shipments of Elevidys in the non-ambulatory setting and pause dosing in the ENVISION trial until an enhanced immunosuppression regimen is approved. The proposed regimen includes sirolimus and will be evaluated by a panel of experts with their recommendation expected to be submitted to the FDA for review and" @wallstengine on X 2025-06-16 07:37:07 UTC 73.4K followers, 6998 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 73.4K followers, 8901 engagements
"JPMorgan: "We find that the sell-off in US equities has likely been driven to a great extent by broad de-risking by hedge funds. There is little evidence so far of significant selling of US equities by foreign investors while domestic retail investors have continued to buy. Importantly historical experience suggests that net outflows by foreign investors alone do not imply negative performance or underperformance of US equities versus rest-of-world equitiesso long as domestic investors especially retail continue to buy. Looking ahead historical patterns suggest that if a US recession" @wallstengine on X 2025-04-24 17:48:58 UTC 73.3K followers, 84K 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 73.4K followers, 15.4K engagements
"EU'S XXX BILLION NO-DEAL PLAN TO MATCH US XX% TARIFF" @wallstengine on X 2025-07-23 10:54:05 UTC 73.5K followers, 11.4K engagements
"Amazon $AMZN is shutting down its AI research lab in Shanghai according to the Financial Times as U.S.-China tensions continue to rise. A staff scientist cited "strategic adjustments" tied to geopolitical pressures. The lab was launched by AWS in 2018" @wallstengine on X 2025-07-23 09:29:49 UTC 73.5K followers, 7502 engagements
"$OKLO $SMR $LEU SEC. CHRIS WRIGHT: NUCLEAR RENAISSANCE COMING UNDER TRUMP" @wallstengine on X 2025-07-14 18:32:42 UTC 73.1K followers, 28K engagements
"More Detail on this OpenAI News: According to The Information Founders Fund (Peter Thiel) and Dragoneer Investment Group have each committed over $1B to the second leg of the round which aims to bring in $30B. Theyve also been in talks with several other potential investorsincluding Saudi Arabias Public Investment Fund (PIF)" @wallstengine on X 2025-07-23 20:31:25 UTC 73.5K followers, 6319 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 $XXX now based on 23x" @wallstengine on X 2025-07-16 10:14:27 UTC 73.4K followers, 6327 engagements
"Polymarket is considering launching its own stablecoin to capture yield from backing reserves instead of relying on USDC. Its also weighing a potential revenue-sharing deal with Circle based on USDC held on the platform. - CoinDesk" @wallstengine on X 2025-07-22 20:51:34 UTC 73.4K followers, 7767 engagements
"$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 73.2K followers, 6867 engagements
"Citizens JPM on $UBER: "Given the strong execution of Ubers AV partnership strategy. AVs are not a threat to Uber long term as it enables a hybrid network of AVs & human drivers & ultimately allows AVs to bring down the cost of ride sharing over time & for the TAM to expand" @wallstengine on X 2025-07-16 08:27:58 UTC 73.3K followers, 9447 engagements
"$AMD CEO LISA SU SAID CHIPS MADE AT $TSM'S U.S. FACILITY ARE PRICED XXX% HIGHER THAN THOSE PRODUCED IN TAIWAN" @wallstengine on X 2025-07-23 18:46:47 UTC 73.5K followers, 15.3K engagements
"LVMH EARNINGS ARE OUT: 2Q FASHION & LEATHER ORGANIC SALES -X% EST. -XXXX% 2Q WINES & SPIRITS ORGANIC SALES -X% EST. -6.94%" @wallstengine on X 2025-07-24 15:46:41 UTC 73.5K followers, 14.8K 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 73.5K 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 $700B" @wallstengine on X 2025-07-18 12:46:01 UTC 73.4K followers, 9294 engagements
"TRUMP TO DELIVER KEYNOTE ADDRESS AT "WINNING THE AI RACE" SUMMIT HOSTED BY ALL-IN PODCAST JULY 23" @wallstengine on X 2025-07-15 14:02:51 UTC 73.5K followers, 552.8K engagements
"$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 73.4K followers, 17.1K engagements
"Raymond James Downgrades $RBLX to Outperform from Strong Buy Raises PT to $XXX from $XX Analyst comments: "We are downgrading shares of Roblox to Outperform (from Strong Buy) and raising our price target to $XXX (from $81). The success of the smash hit Grow A Garden is a step-change event in the companys growth trajectory driving a XX% advance in the stock price since the day after the companys Q1 report. We took a closer look at some of the bullish and bearish factors that have emerged since the Grow A Garden surgewhile we keep a positive bias on the stocks trajectory going forward the rapid" @wallstengine on X 2025-07-23 10:08:53 UTC 73.5K followers, 5941 engagements
"$DOW Q2'25 Earnings Highlights 🔹 Revenue: $10.10B (Est. $10.24B) 🔴; DOWN -X% YoY 🔹 Operating EPS: ($0.42) (Est. ($0.16)) 🔴; DOWN from $XXXX YoY 🔹 Operating EBIT: ($21M); DOWN from $819M YoY 🔹 Operating EBITDA: $703M; DOWN from $1.50B YoY 🔹 Cash from Ops (Cont. Ops): ($470M); DOWN from $832M YoY 🔹 Shareholder Returns: $496M in dividends Segment Performance: Packaging & Specialty Plastics 🔹 Revenue: $5.03B; DOWN -X% YoY 🔹 Volume: +1% YoY; Price: DOWN -XX% YoY 🔹 Op. EBIT: $71M; DOWN -$632M YoY 🔹 Equity Earnings: $7M; DOWN -$48M YoY 🔸 Lower downstream polymer prices and margin" @wallstengine on X 2025-07-24 10:29:28 UTC 73.5K followers, 6937 engagements
"$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 73.2K followers, 7323 engagements
"TRUMP ANNOUNCES TRADE DEAL WITH INDONESIA - XX% TARIFF" @wallstengine on X 2025-07-22 19:23:13 UTC 73.5K followers, 12.3K engagements
"BofA Securities Reiterates Buy Rating on $BA PT $XXX Analyst comments: "According to AAP Boeing has delivered XX 737s as of mid-July. While this number may seem low it is consistent with the pattern observed in prior months where deliveries typically begin at a slower pace before accelerating in the latter half. AAP suggests that Boeing could be designating the first week of each month as a 'safety week' to ensure deliveries are completed correctly for the remainder of the month. Meanwhile China activities are experiencing a notable increase with two aircraft reactivated and an increased" @wallstengine on X 2025-07-17 09:46:21 UTC 73.3K followers, 6426 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 73.4K followers, 7297 engagements
"FCC COMMISSIONER ON $PARA-SKYDANCE DEAL: A WIN FOR AMERICAN STORYTELLING Commissioner Olivia Trusty backs FCC approval of the ParamountSkydance merger calling it a free-market move that brings fresh leadership new capital and a clear plan to compete. Says its a win for jobs content and market-driven decisions" @wallstengine on X 2025-07-25 10:02:18 UTC 73.5K followers, 6181 engagements
"Erste Group analyst Hans Engel upgraded $AMD $JNJ $ANET from Hold to Buy. Erste Group analyst Hans Engel downgraded $ASML $NOW $ISRG from Buy to Hold" @wallstengine on X 2025-07-23 12:23:55 UTC 73.5K followers, 7338 engagements
"OPEC LEAVES 2025 OIL DEMAND GROWTH UNCHANGED AT 1.3M BPD: Global and U.S. economic growth forecasts also held steady at XXX% and XXX% respectively. OPEC+ crude output rose to 41.56M bpd in June up 349K bpd from May after planned hikes" @wallstengine on X 2025-07-15 12:03:26 UTC 73.5K followers, 7494 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.01% 🟩 $QQQ -XXXX% 🟥 $DJI +0.40% 🟩 $IWM +0.82% 🟩" @wallstengine on X 2025-07-22 20:01:10 UTC 73.4K followers, 10.2K engagements
"$AMZN's AWS and Veeva Systems $VEEV are deepening their 10-year partnership. Veeva is expanding its use of AWS infrastructure to scale its 50+ Vault applications and data products globally. The two are also teaming up on AI initiatives with AWS joining Veevas AI Partner program and supporting integrations like Amazon Connect within Veevas Vault CRM Service Center" @wallstengine on X 2025-06-25 13:12:49 UTC 73.4K followers, 7583 engagements
"You can now donate to pay down the $36.7T U.S. national debt using Venmo or PayPal per NPR. Since 1996 Americans have contributed just $67.3M total less than XXXXXX% of the current debt" @wallstengine on X 2025-07-25 17:22:53 UTC 73.5K followers, 5275 engagements
"EU diplomats: A broad majority of EU members would support using anti-coercion instrument in the event of no US trade deal and US tariffs of 30%" @wallstengine on X 2025-07-23 16:21:22 UTC 73.5K followers, 5471 engagements
"FED GOOLSBEE: AN EARLY ANNOUNCEMENT BY TRUMP OF POWELL'S REPLACEMENT WOULD HAVE NO IMPACT ON THE FEDERAL OPEN MARKET COMMITTEE" @wallstengine on X 2025-06-26 12:53:08 UTC 73.5K followers, 6082 engagements
"ISRAEL CHIEF OF STAFF: CAMPAIGN AGAINST IRAN ISN'T OVER" @wallstengine on X 2025-07-22 08:25:18 UTC 73.5K followers, 7404 engagements
"Apple $AAPL is reportedly set to announce a $XXX million investment in $MP Materials to secure rare earth magnets used in iPhones and other products. The two will also build a new factory in Fort Worth TX expanding U.S.-based supply of critical components for electronics - Fox" @wallstengine on X 2025-07-15 09:27:09 UTC 73.4K followers, 71.5K engagements
"$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 73.5K followers, 11K engagements
"$META BUYS PLAY AI Meta just confirmed its acquired Play AIthe startup behind AI-generated human-like voices. Per Bloomberg the full Play AI team is set to join Meta next week. The move lines up with Metas push into voice tech for AI characters wearables and audio tools. No word on what they paid but this follows other big AI moves like recruiting talent from OpenAI and bringing on Scale AIs CEO to lead a new superintelligence group" @wallstengine on X 2025-07-14 09:02:23 UTC 73.2K followers, 23.4K engagements
"Least Shorted XX S&P XXX Stocks by Short Interest as of Dec 2023 - BofA Walmart Inc. $WMT - XXXX% Cincinnati Financial $CINF - XXXX% Mastercard $MA - XXXX% Johnson & Johnson $JNJ - XXXX% Eli Lilly $LLY - XXXX% Philip Morris $PM - XXXX% Berkshire Hathaway $BRK.B - XXXX% Oracle $ORCL - XXXX% Coca-Cola $KO - XXXX% Republic Services $RSG - XXXX% Progressive $PGR - XXXX% Marsh & McLennan $MMC - XXXX% Procter & Gamble $PG - XXXX% Boston Scientific $BSX - XXXX% Ecolab Inc. $ECL - XXXX% JPMorgan Chase $JPM - XXXX% Zoetis $ZTS - XXXX% Alphabet $GOOGL - XXXX% Medtronic $MDT - XXXX% Abbott Labs $ABT -" @wallstengine on X 2024-01-24 19:52:19 UTC 73.5K followers, 1587 engagements
"Google $GOOGL will unveil its new Pixel XX lineup & Watch X at a hardware event in NYC on Aug. XX with a strong focus on AI Features. The phones will feature the new Tensor G5 chip now made by TSMC & include the Pixel XX Pro Fold expected to be cheaper than Samsungs Fold 7" @wallstengine on X 2025-07-16 16:32:51 UTC 73.4K followers, 10.2K engagements
"CHINA GIVES CONDITIONAL OK TO $SPNS SYNOPSYS-ANSYS DEAL: Beijings market regulator says the approval comes with commitments: maintain pricing service terms and access for Chinese customers" @wallstengine on X 2025-07-14 07:35:04 UTC 73.5K followers, 6763 engagements
"$UBER is rolling out a new feature next month thatll let women drivers and riders in the U.S. choose to be matched only with other women. The pilot starts in LA SF and Detroit. Its not guaranteed but it gives users more control and comfort. - CNBC" @wallstengine on X 2025-07-23 13:40:00 UTC 73.5K followers, 16.7K engagements
"Citi Upgrades $LIN to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "We updated our estimates ahead of 2Q25 raising estimates across Air Products and Linde on better FX and productivity. We upgrade Linde to Buy seeing continued success with project execution and underlying price and productivity. Looking past the macro uncertainties ahead there are a few things to get constructive on regarding Lindes growth algorithm specifically: 1) evidence of strong execution across price and productivity; 2) high-quality project backlogs with near-term opportunities and recent success on" @wallstengine on X 2025-06-30 09:09:12 UTC 73.4K followers, 7760 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 73.3K followers, 5162 engagements
"ELON MUSK SAYS HE DOESN'T SUPPORT MERGER BETWEEN XAI & $TSLA" @wallstengine on X 2025-07-14 07:14:36 UTC 73.2K followers, 8953 engagements
"$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 73.5K followers, 19.4K engagements
"Goldman Sachs Downgrades $ENPH to Sell and $SEDG to Neutral Lowers PTs to $XX and $XX Respectively Analyst comments: "For Enphase our previous Buy thesis was based on benefits from a potentially improving US residential solar market normalization of its inventory channel and the launch of its newest battery product and IQ9 microinverter to drive market share gains and cost improvements. However recent tariffs particularly in China have caused management to lower near-term margin expectations as supply chains shift and following recent residential solar tax changes we believe the companys" @wallstengine on X 2025-07-09 08:21:48 UTC 73.2K followers, 6409 engagements
"Today's Key Events (All EST) 07/22/2025 08:30: Fed's Powell Speaks 08:55: US Redbook YoY 10:00: Richmond Fed Comp. Index 11:00: OpenAI CEO Speaks at Fed Event (Tent.) 13:00: Fed's Bowman Before Open 👇 06:00: Danaher $DHR 06:00: Synchrony Financial $SYF 06:00: Peoples Bancorp $PEBO 06:30: General Motors $GM 06:30: D.R. Horton $DHI 06:30: KeyCorp $KEY 06:30: Equifax $EFX 06:30: PulteGroup $PHM 06:30: Forestar Group $FOR 06:40: Invesco $IVZ 06:45: Quest Diagnostics $DGX 06:45: Tenet Healthcare $THC 06:45: MSCI $MSCI 06:45: Halliburton $HAL 06:45: Avery Dennison $AVY 06:45: Community Bank System" @wallstengine on X 2025-07-22 06:42:50 UTC 73.5K followers, 13.2K engagements
"BofA Securities analyst Tazeen Ahmad downgraded Sarepta Therapeutics $SRPT from Neutral to Underperform with a price target of $XXXXX (from $20.00)" @wallstengine on X 2025-07-23 10:08:37 UTC 73.5K followers, 5190 engagements
"$ASML $SAP and Mistral AI are among over XXX European companies urging the EU to delay its AI Act rules warning that current timelines risk undermining Europes AI competitiveness. They say missing guidelines and the lack of a clear code of practice make compliance unworkable before the August deadline" @wallstengine on X 2025-07-03 08:06:35 UTC 73.4K followers, 12.4K 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 73.2K followers, 6445 engagements
"Chinas Ministry of Commerce says trade talks with the U.S. will be held July 2730. Chinas He Lifeng is set to travel to Sweden for the discussions. - MOFCOM" @wallstengine on X 2025-07-23 08:35:12 UTC 73.5K followers, 11.5K engagements
"UNION PACIFIC $UNP & NORFOLK SOUTHERN $NSC IN ADVANCED TALKS ON MERGER" @wallstengine on X 2025-07-24 13:00:23 UTC 73.5K followers, 7181 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 73.5K followers, 10.9K engagements
"UnitedHealth $UNH confirmed Thursday its under criminal and civil investigation by the DOJ over its Medicare Advantage billing practices. The company acknowledged the probe after reports earlier this year alleged pressure on doctors to submit diagnoses that boosted payments-CNBC" @wallstengine on X 2025-07-24 12:40:13 UTC 73.5K followers, 26.1K engagements
"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Tues: JOLTS + $PYPL $SOFI $SPOT $UNH $PG $BA $UPS $V $SBUX $BKNG Wed: Fed Decision + ADP Jobs + $VRT $ETSY $HSY $WING $MSFT $META $HOOD $QCOM $ARM $CVNA $APLD $F $EOSE $EBAY Thu: Core PCE + $MA $ABBV $RACE $RBLX $NCLH $CMCSA $AMZN $AAPL $COIN $MSTR $RDDT $NET $ROKU $FSLR $RKT Fri: Nonfarm Payrolls + $XOM $CVX $MRNA $LI $CL Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and" @wallstengine on X 2025-07-25 16:37:32 UTC 73.5K followers, 6819 engagements
"$META FACES $8B TRIAL OVER PRIVACY VIOLATIONS Mark Zuckerberg is expected to testify this week as Meta heads to trial in a shareholder lawsuit tied to the Cambridge Analytica scandal. Investors say Facebooks leadershipZuckerberg Sandberg Andreessen Thiel and othersignored a 2012 FTC agreement and allowed massive user data misuse. The trial set to last eight days in Delaware centers on claims that Meta directors failed their duty of oversight one of the toughest allegations to prove in corporate law. Shareholders want $8B in damages to cover fines and fallout including the $5B FTC penalty from" @wallstengine on X 2025-07-14 11:00:30 UTC 73.3K followers, 8934 engagements
"MACAU JUNE GAMING REVENUE came in strong at 21.06B patacas up XX% YoY beating estimates by 7-9% and reaching XX% of pre-COVID June 2019 levels. Positive read-through for Macau casino names like $LVS $MGM $WYNN and $MLCO" @wallstengine on X 2025-07-01 10:59:54 UTC 73.3K followers, 26.3K engagements
"NOVARTIS $NVS CEO SAYS NEW TARIFFS WONT AFFECT THEIR 2025 PLANS AND THEY HAD GOOD TALKS WITH THE US GOVERNMENT" @wallstengine on X 2025-07-17 10:54:10 UTC 73.4K followers, 7707 engagements
"TRUMP: NO PRESSURE ON POWELL. HAVE NAME IN MIND TO REPLACE FED CHAIR POWELL MAYBE THREE" @wallstengine on X 2025-07-24 22:13:43 UTC 73.5K followers, 10.5K 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 73.5K followers, 8178 engagements
"ELON MUSK: TESLA IS MUCH BETTER THAN GOOGLE $GOOGL IN AI. BETTER THAN ANYONE" @wallstengine on X 2025-07-23 21:43:19 UTC 73.5K followers, 21.4K engagements
"$TSLA 2Q EPS 33C VS. 42C Y/Y 2Q ADJ EPS 40C EST. 42C 2Q REV. $22.50B EST. $22.64B 2Q GROSS MARGIN XXXX% EST. 16.5%" @wallstengine on X 2025-07-23 20:12:30 UTC 73.5K followers, 16.9K engagements
"PROSUS OFFERS TO SELL XXXX% STAKE IN DELIVERY HERO $DHER TO BELOW XX% GIVE UP BOARD SEAT TO ADDRESS EU CONCERNS OVER JUST EAT TAKEAWAY DEAL - RTRS" @wallstengine on X 2025-07-18 15:12:07 UTC 73.3K followers, 8263 engagements
"INITIAL CLAIMS 217K EST. 226K CONTINUING CLAIMS 1955K EST. 1954K" @wallstengine on X 2025-07-24 12:32:51 UTC 73.5K followers, 6855 engagements
"TESLA $TSLA TO LAUNCH ROBOTAXI SERVICE IN SAN FRANCISCO THIS WEEKEND per internal memo seen by Business Insider. Select owners will be invited and rides will be paid. Cars will have safety drivers but CA DMV says Tesla hasnt secured a permit for full driverless testing" @wallstengine on X 2025-07-25 11:40:47 UTC 73.5K followers, 11.4K engagements
"TRUMP TO VISIT FED THURSDAY White House confirms President Trump will go to the Federal Reserve this week in a surprise move following his latest attacks on Chair Powell. Trumps been slamming Powell for not cutting rates calling him a numbskull and accusing the Fed of botching a $700M renovation project. No word yet if the two will meet. - RTRS" @wallstengine on X 2025-07-24 07:43:38 UTC 73.5K followers, 11.4K 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 73.3K followers, 9457 engagements
"Barclays' Equity Euphoria Indicator is pushing toward its highest level in yearsnow nearing meme-mania highs seen in 2021" @wallstengine on X 2025-07-23 09:39:58 UTC 73.5K followers, 31.1K engagements
"Initial Jobless Claims at 217K (Est. 220K) Continuing Jobless Claims at 1.873M (Est. 1.87M)" @wallstengine on X 2024-11-14 13:32:31 UTC 73.5K followers, 2933 engagements
"Trump: In process of completing our deal with China. Will mostly be charging straight tariffs to most of the rest of the world"" @wallstengine on X 2025-07-23 21:38:50 UTC 73.4K followers, 7428 engagements
"TESLA $TSLA 10Q: CURRENT TARIFF REGIME WILL HAVE RELATIVELY LARGER IMPACT ON ENERGY GENERATION & STORAGE BUSINESS COMPARED TO AUTOMOTIVE BUSINESS EXPECTS CAPITAL EXPENDITURES TO EXCEED $XXXX BILLION IN 2025" @wallstengine on X 2025-07-24 10:05:45 UTC 73.5K followers, 10.7K engagements
"CHARLES SCHWAB ANNOUNCES $20B STOCK BUYBACK PLAN $SCHW has replaced its old repurchase program (which had $6.9B left) with a fresh $20B authorization" @wallstengine on X 2025-07-25 07:49:51 UTC 73.5K followers, 5742 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 $50-55M op income and Adj. EBITDAR in 2025" @wallstengine on X 2025-07-10 20:49:59 UTC 73.2K followers, 7211 engagements
"$GEV GE Vernova Q2'25 Earnings Highlights 🔹 Revenue: $9.11B (Est. $8.80B) 🟢; UP +11% YoY 🔹 Adj. EPS: $XXXX (Est. $1.50) 🟢 🔹 Orders: $12.4B; UP +4% organically 🔹 Backlog: +$5.2B sequential growth FY25 Guidance (Raised) 🔹 Revenue: Trending toward high end of $36B$37B (Est. $37B) 🟢 🔹 Adj. EBITDA Margin: 8%9% (raised from high-single digits) 🔹 Free Cash Flow: $3.0B$3.5B (raised from $2.0B$2.5B) FY25 Segment Outlook Power: 🔹 Organic Revenue: +6% to +7% (prev. mid-single digits) 🔹 EBITDA Margin: 14%15% (prev. 13%14%) Wind: 🔹 Organic Revenue: DOWN mid-single digits 🔹 EBITDA Loss:" @wallstengine on X 2025-07-23 10:41:43 UTC 73.5K followers, 11.7K engagements
"TRUMP: JUST MADE A TRADE DEAL WITH VIETNAM" @wallstengine on X 2025-07-02 14:27:22 UTC 73.3K followers, 15.3K engagements
"EU Diplomats: The EU and US are heading for a potential trade deal with a XX% US baseline tariff on EU goods and could include exemptions for some EU goods" @wallstengine on X 2025-07-23 16:20:57 UTC 73.5K followers, 7859 engagements
"BLACKROCK-LED $BLK GROUP TO INVEST IN $XX BILLION ARAMCO JAFURAH INFRASTRUCTURE DEAL - REUTERS" @wallstengine on X 2025-07-17 15:01:36 UTC 73.5K followers, 8543 engagements
"$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 $4B is going into U.S. plant expansion to add 300K units of high-margin capacity by 2027" @wallstengine on X 2025-07-22 10:41:57 UTC 73.4K followers, 6042 engagements
"$MBLY MISSES Q2 BUT RAISES 2025 OUTLOOK ON AUTONOMOUS CHIP DEMAND REUTERS Mobileye posted Q2 EPS of $XXXX on $506M in revenue missing Street views of $XXXX and $629M. Still shares jumped X% premarket after the company raised its full-year revenue forecast to $1.77B$1.89B on stronger demand for autonomous driving chips. CEO Amnon Shashua says better supply-demand alignment since April supports the updated view though the company remains cautious given the macro backdrop" @wallstengine on X 2025-07-24 11:42:33 UTC 73.5K followers, 9000 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 73.2K followers, 18.8K engagements
"Sarah London CEO of $CNC single-handedly trying to comfort investors in the health insurance sector. The stock was down XX% but has bounced back and is now trading green. Here's what she emphasized: She said the 2025 headwindsACA risk adjustment and redeterminationsare fixable and mostly front-loaded. Theyre repricing XXX% of the exchange book for 2026 and are confident itll return to profitability. She also pointed to operational levers in Medicaid like utilization management fraud controls and rate advocacy already being implemented in high-pressure states like Florida and New York. On" @wallstengine on X 2025-07-25 12:53:11 UTC 73.5K followers, 91K engagements
"MOBILEYE $MBLY PRELIM 2Q ADJ. REV. $502M TO $506M EST. $465.9M" @wallstengine on X 2025-07-08 20:13:01 UTC 73.4K followers, 12.7K engagements
"$AMD CEO LISA SU: DEMAND IS LARGE FROM OPENAI AND MUSK COMPANIES" @wallstengine on X 2025-07-23 18:47:08 UTC 73.5K followers, 64.9K engagements
"Citi Reiterates Buy on $ALLY PT $55; cites TBV growth potential and tailwinds from NIM and credit Analyst comments: "ALLY trades at 1.0x TBV which we believe offers compelling upside given estimated XX% two-year TBV growth plus 1415% ROTCE outlook in 2026 & 2027 (which deserves a 1.2x TBV multiple or XX% expansion) due to NIM and credit tailwinds which have been laid out by management (high X% NIM range and auto NCO sub-2%). In our view management guidance is conservative but market is more skeptical so 2Q can be a proof point that management is on track. We expect management to hold to 2025" @wallstengine on X 2025-06-23 09:19:49 UTC 73.3K followers, 6201 engagements
"$CMG Chipotle Q2'25 Earnings Highlights 🔹 Revenue: $3.10B (Est. $3.11B) 😐; UP +3.0% YoY 🔹 Adj. EPS: $XXXX (Est. $0.32) 😐; DOWN -XXX% YoY 🔹 Net Income: $436.1M; DOWN -XXX% YoY 🔹 Adj. Net Income: $450.4M FY25 Guidance 🔹 Comparable Restaurant Sales: About flat YoY 🔴 (cut from low single-digit growth) 🔹 New Store Openings: 315345 (80%+ with Chipotlane) 🔹 Effective Tax Rate: 25%27% Operational Performance 🔹 Comparable Restaurant Sales: DOWN -XXX% YoY 🔹 Transaction Decline: -4.9%; Avg. Check: +0.9% 🔹 Digital Sales: XXXX% of food & beverage revenue 🔹 New Restaurants Opened: XX 🔹" @wallstengine on X 2025-07-23 20:24:19 UTC 73.5K followers, 11K engagements
"JEFF BEZOS WEIGHING POSSIBLE ACQUISITION OF CNBC CABLE NETWORK: NYP" @wallstengine on X 2025-07-23 21:28:43 UTC 73.5K followers, 63.9K 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 73.2K 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 73.4K followers, 16.8K engagements
"ELON MUSK says Tesla $TSLA aims to launch autonomous ride-hailing for half the U.S. population by year-end pending regulatory approval" @wallstengine on X 2025-07-23 21:36:47 UTC 73.4K followers, 7656 engagements
"$CRC NEWSOM PROPOSES TO EASE PERMITS FOR OIL DRILLING IN CALIFORNIA - BLOOMBERG" @wallstengine on X 2025-07-18 19:17:14 UTC 73.2K followers, 8635 engagements
"TD Cowen Upgrades $HII to Buy from Hold Sets PT at $XXX Analyst comments: "(1) Eventual margin upside is sizable Huntington Ingalls' (HII) shipbuilding margin troughed at XXX% in 2024 dragged by post-COVID struggles such as attrition low productivity and cost overruns on fixed-price contracts reminiscent of the post-Katrina nadir. Management asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a percentage of mix. This margin target is plausible perhaps by 2029 given HII's post-Katrina history (9% average over 2013-2020; XXXX% peak in 2016) the Navy's willingness to" @wallstengine on X 2025-07-10 09:46:22 UTC 73.4K followers, 5243 engagements
"Polymarket is set to return to the U.S. after agreeing to acquire derivatives exchange QCX for $112M. QCX received CFTC approval on July X giving Polymarket a legal path back after its 2022 ban. - Bloomberg" @wallstengine on X 2025-07-21 14:47:09 UTC 73.5K followers, 23.9K engagements
"C3 $AI CEO Tom Siebel is stepping down due to health issues tied to an autoimmune disease. Hell remain executive chairman after a new CEO is named. Some Analysts say the leadership change could weigh on strategy and M&A or consolidation may be explored" @wallstengine on X 2025-07-24 15:43:58 UTC 73.5K followers, 6328 engagements
"Comcast $CMCSA is raising prices on its Peacock streaming service by $X a month according to an email cited by Bloomberg" @wallstengine on X 2025-07-17 18:35:18 UTC 73.4K followers, 6874 engagements
"$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 $1T by 2029" @wallstengine on X 2025-07-15 11:55:15 UTC 73.3K followers, 8235 engagements
"$TKO WWE is teaming up with Fanatics Betting and Gaming to launch exclusive WWE-themed online casino games in the U.S. rolling out in Michigan New Jersey Pennsylvania and West Virginia at the end of Julyjust in time for SummerSlam" @wallstengine on X 2025-07-15 16:46:11 UTC 73.4K followers, 6212 engagements
"Southwest Airlines $LUV CEO: still expecting Boeing MAX X $BA certification maybe in H1 2026 which would put entry into service for us at earliest late in 2026" @wallstengine on X 2025-07-24 17:20:37 UTC 73.5K followers, 6890 engagements
"Today's Key Events (All EST) 07/25/2025 08:30: US Durable Goods 08:30: US Core Durable Goods Before Open 👇 05:00: Portland General Electric $POR 06:00: Centene $CNC 06:00: AON $AON 06:00: Flagstar Financial $FLG 06:10: Carters $CRI 06:30: Lear $LEA 06:30: OneMain $OMF 06:30: Central Pacific Financial $CPF 06:30: First Citizens $FCNCA 06:30: Gorman-Rupp $GRC 06:40: GrafTech $EAF 06:45: Booz Allen $BAH 06:55: AutoNation $AN 06:55: Sensient Tech $SXT 07:00: Charter Communications $CHTR 07:00: Phillips XX $PSX 07:00: Virtus Investment $VRTS 07:00: Shinhan Financial $SHG 07:00: Lakeland Financial" @wallstengine on X 2025-07-25 07:40:56 UTC 73.5K followers, 12.1K engagements
"Politico reports the EU is preparing a 2nd wave of countermeasures targeting 72B ($78B) in U.S. exportsincluding aircraft cars food and bourbonafter Trump threatened XX% tariffs on EU goods starting Aug. X. Nearly 11B in aircraft and parts top the list followed by machinery autos chemicals and medical gear. This new proposal replaces an earlier 95B list and still requires formal approval by member states. The EU has delayed its first round of tariffs (21B) to Aug. X to keep the door open for a deal" @wallstengine on X 2025-07-14 22:15:25 UTC 73.4K followers, 8734 engagements
"$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 73.4K followers, 23.4K engagements
"The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC" @wallstengine on X 2025-07-15 17:30:12 UTC 73.2K followers, 17.5K engagements
"$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 73.4K followers, 6360 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 73.2K followers, 8452 engagements
"TECK EXTENDS LIFE OF HIGHLAND VALLEY COPPER MINE TO 2046 Teck will keep its biggest copper mine in Canada running for another XX years with production at Highland Valley now expected through 2046. The $1.5B$1.8B expansion aims to boost average output to 132K tons/year starting in 2028 up from 102K tons last year. Separately Teck cut its 2025 copper production guidance to 470K525K tons down from a prior range of 490K565K" @wallstengine on X 2025-07-24 09:01:13 UTC 73.5K followers, 5980 engagements
"The U.S. State Dept says it won't comment on specific licenses but insists Maduro's regime wont profit from Venezuela oil sales. Sources say limited authorizations are being considered for PDVSAs foreign partners including $CVX Chevron" @wallstengine on X 2025-07-24 16:53:26 UTC 73.5K followers, 5303 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 $XXX bull case (60% upside). Amazon remains our top pick. The macro backdrop has significantly improved since mid-April when we published Amazon Inc: Analyzing X Factors of Uncertainty and" @wallstengine on X 2025-07-11 11:09:16 UTC 73.2K followers, 42.7K engagements
"$JD.COM IN TALKS TO BUY GERMANYS CECONOMY FOR $2.6B Ceconomy shares jumped over XX% after confirming advanced talks with Chinas JD for a potential 4.60/share takeover. That would value the German electronics retailer at 2.23B ($2.63B). No binding agreement yet. - WSJ" @wallstengine on X 2025-07-24 14:17:46 UTC 73.5K followers, 8091 engagements
"$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 73.5K followers, 8140 engagements
"Samsungs mobile chief Choi Won-Joon says the companys in talks with OpenAI Perplexity and others to bring new AI options to next years Galaxy S26 lineup aiming to expand beyond $GOOGL Googles Gemini. Bloomberg reports Samsung may also invest in Perplexity" @wallstengine on X 2025-07-25 07:57:28 UTC 73.5K followers, 6097 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 73.2K followers, 28.1K engagements
"ICYMI: Energy Vault $NRGV has locked in $18M project financing for its Cross Trails BESS a XX MW / XXX MWh battery system that came online in June and serves Texas's ERCOT market. Backed by a 10-year offtake with Gridmatic the deal delivers a XX% levered IRR. Another $12M+ in ITC funds expected this quarter. $NRGV plans to discuss more in Q2 earnings Aug 7" @wallstengine on X 2025-07-24 15:01:17 UTC 73.5K followers, 5953 engagements
"SK Hynix Q225 Earnings Highlights: $MU 🔹 Revenue: 22.23T (Est. 20.48T) 🟢; +35% YoY 🔹 Net Income: 7.00T (Est. 7.15T) 🔴; +70% YoY 🔹 Oper. Profit: 9.21T (Est. 8.93T) 🟢; +68% YoY Outlook 🔹 FY25 CapEx: Expected to Increase from Previous Plans 🔹 Q3 DRAM Bit Growth: Low-to-Mid Single-Digit % Q/Q 🔹 Q3 NAND Bit Growth: Limited Increase Q/Q 🔹 Memory Demand: Expected to Continue Growing in 2H Revenue by Product (Q225) 🔹 DRAM: XX% of total revenue 🔹 NAND: XX% of total revenue 🔹 Others: X% of total revenue Product & Strategic Updates 🔹 Expanded sales of 12-High HBM3E 🔸 More widespread AI" @wallstengine on X 2025-07-23 22:53:38 UTC 73.5K followers, 11.6K engagements
"HERES WHAT ANALYSTS HAVE TO SAY AFTER $TSLA Q2 EARNINGS: TD Cowen (Buy PT: $374) Q2 was in-line overall. Encouraging AV updates but unsurprising near-term earnings pressure. Teslas AV progress and product pipeline are too significant to ignore given the widely acknowledged EPS headwinds. Maintain tactical Buy. Benchmark (Buy PT: $475) TSLA reported revenue of $22.5B vs. our $22.6B estimate and consensus $22.1B. GAAP EPS was $XXXX above consensus $XXXX. Gross margin was XX% also ahead. Despite near-term headwindstariffs promotional pricing warranty costsTesla continues to execute in autonomy" @wallstengine on X 2025-07-25 15:38:58 UTC 73.5K followers, 13.1K engagements
"JPMorgan Upgrades $EL to Overweight from Neutral Raises PT to $XXX from $XX Analyst comments: "The Estee Lauder Companies is scheduled to report its FQ4 2025 earnings on Wednesday August XX before market open. We are upgrading to Overweight and placing EL on Positive Catalyst Watch as we believe the company will positively surprise in FQ4 from a revenue standpoint. While initial guidance for FY26 may be conservative we expect revenues and margins to continue improving as retail destocking will likely be behind them and the company will benefit from additional savings from its Profit Recovery" @wallstengine on X 2025-07-25 08:09:57 UTC 73.5K followers, 6650 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 73.4K 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 73.5K followers, 8817 engagements
"Edgewater: $AMZN: Fundamentals remain bullish with NA retail trends proving resilient; AWS growth relatively consistent Q/Q Capacity constraints/Outlook improving. $INTC: Results above low hurdle guide postive/mixed; looking for catalysts around 18A ramp" @wallstengine on X 2025-07-25 10:31:52 UTC 73.5K followers, 8325 engagements
"SHARPLINK $SBET PURCHASES 79949 ETH BETWEEN JUL XX - JUL XX AT AN AVERAGE OF $3238 (TOTAL: $258M)" @wallstengine on X 2025-07-22 12:07:32 UTC 73.4K followers, 13.5K engagements
"$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 73.4K 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 73.4K followers, 18.5K engagements
"Raymond James Upgrades $USB to Strong Buy from Outperform Raises PT to $XX from $XX Analyst comments: "We are upgrading shares of U.S. Bancorp to Strong Buy from Outperform. We have increasing confidence that the bank will reach its targeted medium-term profitability metrics driven by 200+ basis points of positive operating leverage this year and 150+ basis points of positive operating leverage in 2026. We expect such profitability improvement to shift investor sentiment on this 'show me' story to the positive side. The Streets lack of confidence in the banks ability to reach medium-term" @wallstengine on X 2025-07-07 09:41:08 UTC 73.4K followers, 6424 engagements
"$OKLO just signed a deal with $VRT to co-develop modular power and cooling solutions for hyperscale data centerspowered by Oklos advanced nuclear reactors. The partnership aims to pair Oklos on-site steam and electricity with Vertivs infrastructure tech to boost efficiency and cut environmental impact. First pilot will be at Oklos Aurora powerhouse" @wallstengine on X 2025-07-22 09:03:32 UTC 73.5K followers, 15.8K engagements
"$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 73.4K followers, 20.6K engagements
"TRUMP: INDONESIA WILL PURCHASE XX BOEING $BA JETS" @wallstengine on X 2025-07-15 18:11:32 UTC 73.2K followers, 8524 engagements
"Oppenheimer Upgrades $CVNA to Outperform from Perform Sets PT at $XXX Analyst comments: "We lift our rating on Carvana to Outperform (from Perform) and establish a 1218 month price target of $XXX. Carvana represents a unique digitally-driven disruptor within the expansive and inefficient domestic used car marketplace. Following significant fundamental and financial repositioning the Carvana business model is now 'humming'generating meaningful cash flow scaling effectively and capitalizing well on improving underlying demand trends in the sector. We have conducted a refreshed deep-dive" @wallstengine on X 2025-07-25 08:10:12 UTC 73.5K followers, 7848 engagements
"Shared this $BBWI idea with Discord members earlier last week. It worked out pretty well hitting the 200DMA which was our preferred target as mentioned" @wallstengine on X 2025-07-01 18:39:08 UTC 73.2K followers, 8924 engagements
"$TSLA Tesla Q2'25 Earnings Highlights 🔹 Total Revenue: $22.50B (Est. $22.64B) 🔴; DOWN -XX% YoY 🔹 Adj. EPS: $XXXX (Est. $0.42) 🔴; DOWN -XX% YoY 🔹 Gross Margin: XXXX% (Est. 16.5%) 🟢; DOWN -XX bps YoY Segment Revenue 🔹 Automotive Revenue: $16.66B; DOWN -XX% YoY 🔹 Energy Generation & Storage: $2.79B; DOWN -X% YoY 🔹 Services & Other: $3.05B; UP +17% YoY Operational Metrics 🔹 Operating Income: $0.92B; DOWN -XX% YoY 🔹 Operating Margin: 4.1%; DOWN -XXX bps YoY 🔹 Adjusted EBITDA: $3.40B; DOWN -X% YoY 🔹 Free Cash Flow: $146M; DOWN -XX% YoY 🔹 Total Deliveries: 384122; DOWN -XX% YoY 🔹" @wallstengine on X 2025-07-23 20:15:49 UTC 73.5K followers, 17.4K 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 73.4K followers, 7327 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 73.5K followers, 17.8K engagements
"Get readyEarnings Season is here Ill be posting the cleanest fastest earnings highlights right here 👉 @wallstengine. Make sure youre followingand share with someone wholl find it useful. We kick things off tomorrow with: $JPM $BLK $C $WFC $JBHT" @wallstengine on X 2025-07-14 21:12:01 UTC 73.5K followers, 8008 engagements
"$INTC Intel Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $XXXXX B) 🟢; flat YoY 🔹 Adj. EPS: $XXXX (Est. $0.011) 🔴 🔹 Adj. Gross Margin: XXXX% (Est. 36.5%) 🔴 Guidance 🔹 Q3 Revenue: $XXXX B$13.6 B (Est. $XXXXX B) 🟡 🔹 2025 CapEx: $XX B Segment Performance 🔹 Client Computing Group (CCG): $XXX B; DOWN X% YoY 🔹 Data Center & AI (DCAI): $XXX B; UP +4% YoY 🔹 Total Intel Products: $XXXX B; DOWN X% YoY 🔹 Intel Foundry: $XXX B; UP +3% YoY 🔹 All Other: $XXX B; UP +20% YoY Other Key Metrics 🔹 Cash from Operations: $XXX B 🔹 Restructuring Charges: $XXX B (impacted GAAP EPS by $0.45) 🔹" @wallstengine on X 2025-07-24 20:04:36 UTC 73.5K followers, 17.2K engagements
"Fed Chair Powell is privately adamant that he will serve out his full term at the Fed. The report cited people familiar with discussions - CNN" @wallstengine on X 2025-07-25 12:55:58 UTC 73.5K followers, 6938 engagements
"$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. $XXXX B) 🟢" @wallstengine on X 2025-07-17 10:42:34 UTC 73.1K followers, 13.9K engagements
"$NVDA US COMMERCE SEC. LUTNICK: The H20 is 4th Best Chip right now. The H20 chips controls will come off as China delivers magnets. Trump has decided China can buy H20 in a balanced way" @wallstengine on X 2025-07-23 12:58:39 UTC 73.5K followers, 13.7K 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 73.3K followers, 6797 engagements
"Barclays Downgrades $TGT to Underweight from Equalweight Maintains PT at $XXXXX Analyst comments: "This is a current state underweight; we see value in the TGT model but absent a bigger strategic shift we believe sales will continue to underperform. What else is changing We published a deep dive recently on many of TGT's issues (Slipping Away: Is This Fixable). Since then the macro seems like it could get worse as inflation is just starting to accelerate. Also while our analysis suggests comps have improved from Q1 (less bad still negative) it has continued to underperform in both consumables" @wallstengine on X 2025-07-21 10:19:47 UTC 73.2K followers, 5450 engagements
"$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 73.5K followers, 89.4K engagements
"Chinas Unitree just unveiled a humanoid robot priced under $6K the R1 weighs 25kg has XX joints and comes with voice and image recognition. If it lives up to the demo its a major price breakthrough in a space where top bots have cost upwards of $200K" @wallstengine on X 2025-07-25 11:35:41 UTC 73.5K followers, 9781 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 73.4K followers, 6840 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 73.3K followers, 8188 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 73.5K followers, 11.2K engagements
"US COMMERCE SECRETARY LUTNICK: THE JAPAN DEAL COULD BE A MODEL FOR AN EU TRADE DEAL" @wallstengine on X 2025-07-23 12:50:48 UTC 73.5K followers, 7233 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 73.4K followers, 13K engagements
"GOOGLE $GOOGL WINS $XXX BILLION MULTIYEAR CLOUD DEAL FROM SERVICENOW $NOW - BLOOMBERG" @wallstengine on X 2025-07-24 19:47:49 UTC 73.5K followers, 45.7K engagements
"$SOC A California court has partially granted preliminary injunctions in cases 25CV02244 and 25CV02247 temporarily blocking the restart of the Las Flores Pipelines by Sable Offshore and Pacific Pipeline Co. until XX court days after formal notice is filed and served stating all necessary permits have been obtained. The court noted petitioners are not likely to fully succeed on CEQA claims but found enough merit in their argument to justify the injunction weighing it against potential harms. The existing restraining order stays in effect until a written court order is issued" @wallstengine on X 2025-07-17 19:44:39 UTC 73.5K followers, 7443 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. $XXXX in 2024 (Prior: +2%3%) 🔹 Currency-Neutral EPS Growth: X% 🔹 Organic Revenue Growth: 5%6% (Unchanged) 🔹 FX Headwind to Net Revenue: 1%2%; Structural" @wallstengine on X 2025-07-22 11:03:02 UTC 73.5K followers, 16.5K engagements
"$ULTA Beauty is close to buying British high street chain Space NK for over XXX million ($408M) Sky News reports. The US cosmetics giant has registered an acquisition vehicle in recent weeks" @wallstengine on X 2025-07-10 09:57:04 UTC 73.4K followers, 5356 engagements
"S&P XXX Closing Bell Heatmap (Jun XX 2025) $SPY +0.49% 🟩 $QQQ +0.65% 🟩 $DJI +0.63% 🟩 $IWM +0.16% 🟩" @wallstengine on X 2025-06-30 20:01:03 UTC 73.4K followers, 13.2K engagements
"$HLT Hilton Q2'25 Earnings Highlights 🔹 Revenue: $3.14B (Est. $3.10B) 🟢; +3.3% YoY 🔹 Adj. EPS: $XXXX (Est. $2.03) 🟢; +15% YoY 🔹 Adj EBITDA: $1.008B; UP +10% YoY 🔹 System-wide Comparable RevPAR: DOWN -XXX% YoY FY25 Guidance: 🔹 Adj. EPS: $7.83$8.00 (Est. $7.96) 🟡 🔹 GAAP EPS: $6.82$6.99 🔹 Net Income: $1.64B$1.682B 🔹 Adj. EBITDA: $3.65B$3.71B 🔹 RevPAR: FLAT to UP +2% YoY 🔹 Capital Return: $3.3B 🔹 Net Unit Growth: 6.0%7.0% Guidance (Q3'25) 🔹 Adj. EPS: $1.98$2.04 🔹 GAAP EPS: $1.89$1.95 🔹 Net Income: $453M$467M 🔹 Adj. EBITDA: $935M$955M 🔹 RevPAR: FLAT to modestly DOWN YoY" @wallstengine on X 2025-07-23 10:05:17 UTC 73.5K followers, 6093 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 73.5K followers, 33.4K engagements
"COINBASE $COIN: US TRADERS CAN NOW ACCESS PERPETUAL-STYLE FUTURES" @wallstengine on X 2025-07-21 17:30:10 UTC 73.4K followers, 27K engagements
"NO PLANS TO GET BIG TECH TO PAY DIGITAL LAW COMPLIANCE COSTS EU TECH CHIEF SAYS $GOOGL $AAPL $META" @wallstengine on X 2025-07-23 11:18:23 UTC 73.5K followers, 13.7K engagements
"$LMT Lockheed Martin Q2'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $18.58B) 🔴; FLAT YoY 🔹 EPS: $XXXX (Est. $6.54) 🔴; DOWN -XX% YoY FY25 Guidance (Reaffirmed) 🔹 EPS: $21.70$22.00 (Prior: $27.00$27.30) 🔴 🔹 Sales: $73.75B$74.75B 🔹 Free Cash Flow: $6.6B$6.8B 🔹 Cash from Operations: $8.5B$8.7B 🔹 CapEx: $1.9B 🔹 Segment Op. Profit: $6.6B$6.7B (Prior: $8.1B$8.2B) 🔴 Major Charges This Quarter 🔸 $950M pre-tax loss on classified Aeronautics program 🔸 $570M loss on Canadian Maritime Helicopter Program (CMHP) 🔸 $95M loss on Turkish Utility Helicopter Program (TUHP) 🔸 $66M impairment" @wallstengine on X 2025-07-22 11:45:02 UTC 73.4K followers, 16.2K engagements
"PREDICTION MARKET KALSHI RAISES $185M SERIES C AT $2B VALUATION The round was led by Paradigm with Sequoia Multicoin Peng Zhao and others joining in. The CFTC-regulated platform plans to scale its tech and broker integrations after gaining legal approval to list election contracts. Notably over XX% of recent trading volume has come from sports markets" @wallstengine on X 2025-06-25 20:00:50 UTC 73.3K followers, 6301 engagements
"$HSBA HSBC Q3 '23 Earnings Highlights: 🔹 Revenue: $16.16B (Est. $16.24B) 🔴 🔹 Pretax Profit: $7.71B (Est. $8.1B) 🔴 🔹 Announces $3B Share Buyback 🟢 HSBC sees a XXX% YoY surge in Q3 pretax profit to $7.7B though falling short of the $8.1B estimate. Rising interest rates boost earnings. CEO Insight: "Major correction in China real estate market is over." CFO Comments: Anticipating a few more tough quarters as China's real estate adjusts" @wallstengine on X 2023-10-30 10:02:58 UTC 73.3K followers, XXX 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 73.5K followers, 26.3K engagements
"REPORTEDLY SoftBank and OpenAI are clashing over where to build sites for their $500B Stargate AI project. Despite a high-profile White House launch no data center deals have been closed. The near-term target has been scaled down to a small facility in Ohio by year-end. - WSJ" @wallstengine on X 2025-07-21 21:26:57 UTC 73.5K followers, 30.5K engagements
"$HIMS $LLY LAWMAKERS PRESS FDA TO TARGET COMPOUNDED FAKE GLP-1 DRUGS" @wallstengine on X 2025-07-25 16:02:42 UTC 73.5K followers, 15.8K engagements
"ELON MUSK SAYS XX% OF TESLA $TSLA OWNERS THAT COULD TRY FSD HAVE NOT TRIED IT EVEN ONCE" @wallstengine on X 2025-07-23 22:27:12 UTC 73.5K followers, 14.3K 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 73.5K followers, 23.6K engagements
"ELLIOTT MANAGEMENT BUILDS STAKE IN GLOBAL PAYMENTS $GPN IN WAKE OF WORLDPAY DEAL - FT" @wallstengine on X 2025-07-15 20:04:57 UTC 73.5K followers, 10.3K engagements
"JUNE U.S. JOBS REPORT👇 NONFARM PAYROLLS +147K; (Est. +106K) UNEMPLOYMENT RATE 4.1%; (Est. 4.3%) AVG. HOURLY EARNINGS YoY 3.7%; (Est. 3.78%) AVG. HOURLY EARNINGS MoM 0.2%; (Est. 0.3%) US JOBLESS CLAIMS 233K; (EST. 240.5K) US CONTINUING CLAIMS 1.964M; (EST. 1.962M)" @wallstengine on X 2025-07-03 12:31:03 UTC 73.4K followers, 60.6K engagements
"$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 73.5K followers, 8369 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 73.5K followers, 7103 engagements
"COSTCO $COST is reportedly setting up its first Global Capability Center (GCC) in Hyderabad India per Reuters. The center will launch with 1000 employees and scale over time" @wallstengine on X 2025-07-21 18:37:39 UTC 73.2K followers, 11.9K engagements
"CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN" @wallstengine on X 2025-07-15 15:58:06 UTC 73.5K followers, 11.4K engagements
"$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 73.5K followers, 15.1K 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 73.5K followers, 7063 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 73.4K followers, 21.6K engagements
"GOLDMAN SACHS INITIATES DEFENSE & SPACE COVERAGE $RKLB at Neutral PT $XX (downside -23%) $PL at Neutral PT $XXXX (downside -24%) $CAE at Buy PT $XX (upside +18%) $KTOS upgraded to Buy PT $XX (upside +13%) $DRS initiated at Buy PT $XX (upside +9%) $SPCE at Neutral PT $X (upside +5%) $AVAV initiated at Buy PT $XXX Analyst Anthony Valentini" @wallstengine on X 2025-06-30 08:28:47 UTC 73.2K followers, 18.3K engagements
"$NOW ServiceNow Q2'25 Earnings Highlights 🔹 Revenue: $3.22B (Est. $3.12B) 🟢; UP +22% YoY 🔹 Adj EPS: $XXXX (Est. $3.58) 🟢; UP +31% YoY Q3 Guidance: 🔹 Subscription Revenue: $3.26B$3.27B (Est. $3.21B) 🟢 🔹 Current RPO Growth: +18.5% FY25 Guidance (Raised): 🔹 Subscription Revenue: $12.78B$12.80B (Prior: $12.64B$12.68B; Est. $12.68B) 🟢 🔹 Subscription Adj. Gross Margin: XXXX% (Est. 83.6%) 🟡 Other Key Q2 Metrics: 🔹 Subscription Revenue: $3.11B (Est. $3.04B) 🟢; UP +22% YoY 🔹 Professional Services & Other Revenue: $102M (Est. $88.5M) 🟢; UP +20% YoY 🔹 Remaining Performance Obligations" @wallstengine on X 2025-07-23 20:20:25 UTC 73.5K followers, 13.1K engagements
"Elon Musk on whether hes comfortable pushing Tesla $TSLA deeper into AI and robotics with just XX% voting control: That is a major concern for me I dont want to have so little control that I can easily be ousted by activist shareholders after having built an army of robots. My control should be enough to ensure Tesla goes in a good directionbut not so much that I cant be thrown out if I go crazy. He hopes its addressed at the Nov shareholder meeting" @wallstengine on X 2025-07-23 22:18:14 UTC 73.5K followers, 11.8K engagements
"WSJ: Trump admin to let Chevron $CVX resume oil production in Venezuela after revoking its license earlier this year. No royalties expected to go to Maduro regime" @wallstengine on X 2025-07-24 16:35:05 UTC 73.5K followers, 10.4K engagements
"Citi Raises $LVS PT to $XXXXX from $XXXXX - Buy Analyst comments: "For the second consecutive quarter Marina Bay Sands delivered a record-high quarterly EBITDA of US$768 million in Q2 2025 driven by all-time high Mass market performance (Mass table and slot gross gaming revenue grew XX% year-over-year to US$843 million). MBS broke ground last week on its US$8 billion Phase X expansion which could potentially add US$1 billion in annualized EBITDA (versus the current run-rate of US$2.5 billion) upon completion in 2031. In Macau we find managements short-term target of a US$2.7 billion" @wallstengine on X 2025-07-24 09:23:48 UTC 73.5K followers, 6036 engagements
"$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 73.2K followers, 7015 engagements
"Elon Musk responds to Wedbush analyst Dan Ives proposal to the $TSLA board members:" @wallstengine on X 2025-07-08 16:03:27 UTC 73.3K followers, 117.7K engagements
"Jefferies Downgrades $SHAK to Underperform from Hold Raises PT to $XXX from $XXX Analyst comments: "We downgrade SHAK to UNPF from Hold as we view investor optimism around the near-term same-store sales (SSS) recovery/acceleration as more than reflected in the recent rally to all-time highs. We see tangible drivers including recent menu innovation that should add visibility into the growth algorithm but remain cognizant of the promotional environment the high bar regarding restaurant-level margin (targeted 50bps/year) and valuations already near or above prior instances of SSS upside and" @wallstengine on X 2025-07-17 07:45:26 UTC 73.4K followers, 6959 engagements
"$CDNS Cadence Design Systems Q3'24 Earnings Highlights: 🔹 Adjusted EPS: $XXXX (Est. $1.44) 🟢; UP +30% YoY 🔹 Revenue: $1.215B (Est. $1.18B) 🟢; UP +19% YoY FY24 Guidance: 🔹 Revenue: $4.61B-$4.65B (Est. $4.63B) 🟡 🔹 Non-GAAP EPS: $5.87-$5.93 (Est. $5.89) 🟡 Q3 Segments Revenue: 🔹 Product & Maintenance: $1.10B; UP +14% YoY 🔹 Services: $115.1M; more than doubled from $57.3M YoY Operational Metrics: 🔹 Adj Operating Margin: XX% (Est. 41.5%) 🟢; Improved from XX% YoY 🔹 Adj Net Income: $450.2M (Est. $397.5M) 🟢; UP +31% YoY 🔹 Backlog: $5.6B 🔹 Current Remaining Performance Obligations" @wallstengine on X 2024-10-28 20:05:48 UTC 73.3K followers, 5679 engagements
"Netflix $NFLX is now using AI video tools from startup Runway AI in content production per Bloomberg" @wallstengine on X 2025-07-21 20:41:23 UTC 73.5K followers, 13.2K engagements
"$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 73.5K followers, 9961 engagements
"Trump says the U.S. has finalized a major trade deal with Indonesia giving American exporters full access to a market of XXX million people for the first time. Indonesia has agreed to buy $15B in U.S. energy $4.5B in ag products and XX Boeing $BA jetsmany of them 777s. Under the deal Indonesia will pay a XX% tariff on all exports to the U.S. while American goods will face zero tariffs or non-tariff barriers going the other way. Transshipped goods will face added tariffs" @wallstengine on X 2025-07-15 18:21:07 UTC 73.2K followers, 12.7K 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 73.2K followers, 19.6K engagements
"DIAMONDBACK IN TALKS TO ACQUIRE DOUBLE EAGLE IN $5B DEAL - WSJ According to reports Diamondback Energy $FANG is in advanced talks to acquire West Texas-based Double Eagle a leading energy producer in the Permian Basin for over $X billion. If finalized the deal could be announced within days though other suitors may still emerge. Double Eagle backed by EnCap Investments holds over 95000 net acres in the Midland Basin one of the last large assets in the Permian the U.S.'s largest oil field. This follows Diamondback's $XX billion acquisition of Endeavor Energy Resources last year highlighting" @wallstengine on X 2025-02-14 17:15:30 UTC 73.3K followers, 23.8K engagements
"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $FAST $FBK $SLP Tues: CPI + $JPM $C $BLK $WFC $BK $ERIC Wed: PPI + $JNJ $GS $BAC $MS $PNC $UAL $AA Thu: Jobless Claims + $PEP $GE $ABT $CTAS $USB $ELV $SNA $MMC $TRV $CFG Fri: $AXP $SCHW $MMM $SLB $ALLY $TFC $RF $HBAN $ALV" @wallstengine on X 2025-07-13 10:47:15 UTC 73.5K followers, 16.4K engagements
"Today's Key Events (All EST) 05/14/2025 05:15: Fed's Waller 07:00: US MBA Mortgage Applications 09:10: Fed's Jefferson 17:40: Fed's Daly Before Open 👇 02:00: $SONY 06:30: Dynatrace Inc. $DT 07:00: Cellebrite $CLBT 07:00: Global-e Online Ltd. $GLBE 07:20: Arcos Dorados Holdings Inc. $ARCO 07:20: Endava $DAVA B.O.: MakeMyTrip $MMYT After Hours 👇 16:00: Ibotta $IBTA 16:00: Boot Barn Holdings Inc. $BOOT 16:00: Capital Southwest Corp. $CSWC 16:05: Cisco Systems Inc. $CSCO 16:05: Iris Energy Limited $IREN 16:05: Nextracker $NXT 16:05: DLocal Limited $DLO 16:10: Hawkins Inc. $HWKN 16:15: TMC the" @wallstengine on X 2025-05-14 07:05:26 UTC 73.3K followers, 12.3K 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 73.4K followers, 7223 engagements
"UK regulators may soon label Apple $AAPL and Google $GOOGL as holding strategic market status over their dominance in mobile ecosystems. This move would give the CMA power to impose changes to how they operate. A final decision is due by Oct. XX. - RTRS" @wallstengine on X 2025-07-23 10:51:47 UTC 73.5K followers, 7077 engagements
"Wells Fargo analyst Ken Gawrelski raised the price target on $UBER to $XXXXXX (from $100.00) while maintaining an Overweight rating" @wallstengine on X 2025-07-07 13:44:03 UTC 73.3K followers, 9706 engagements
"Goldman Sachs expects the U.S. baseline tariff rate to rise from XX% to XX% with a XX% tariff on copper and critical minerals. The firm sees this adding XXX% to core inflation over XX years and cutting 2025 GDP growth to 1%. - BBG" @wallstengine on X 2025-07-23 08:27:27 UTC 73.5K followers, 9356 engagements
"OPENAI IS PREPARING TO LAUNCH GPT-5 IN EARLY AUGUST -THE VERGE GPT-5 will combine OpenAIs o-series reasoning with the GPT series into a unified model. Mini and nano versions will also be available with nano limited to API use" @wallstengine on X 2025-07-24 16:05:31 UTC 73.5K followers, 7739 engagements
"$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 73.3K followers, 7373 engagements
"The Chinese e-commerce giant $JD is said to be weighing a bid of around XXXX per share for Germanys Ceconomy as it moves closer to a formal offer. - BBG" @wallstengine on X 2025-07-24 11:25:50 UTC 73.5K followers, 8570 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.11% 🟩 $QQQ unch $DJI +0.19% 🟩 $IWM +0.34% 🟩" @wallstengine on X 2025-07-25 13:31:09 UTC 73.5K followers, 5427 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 73.5K followers, 7590 engagements
"NEWMONT $NEM has halted operations at its Red Chris mine after three miners became trapped according to B.C. Premier. Rescue efforts are ongoing" @wallstengine on X 2025-07-23 17:58:23 UTC 73.4K followers, 6651 engagements
"In-N-Outs HQ is not leaving California. Owner Lynsi Snyder says the brand is staying rooted in the Golden Stateeven as her family moves to Tennessee to support eastward expansion. The new office gives staff a shot at homeownership in a more affordable market - Fortune" @wallstengine on X 2025-07-23 17:17:16 UTC 73.5K followers, 6350 engagements
"Stephen Colbert says CBS told him this week that The Late Show will end in May 2026 after a 33-year run. The network called it a financial decision not tied to show performance or recent controversy" @wallstengine on X 2025-07-18 08:50:07 UTC 73.3K followers, 9868 engagements
"$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 73.2K 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 73.5K followers, 11.8K 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 73.2K followers, 10K 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 73.2K followers, 7047 engagements
"Caitlin Clark debuted a new Nike $NKE Kobe X Protro PE at the WNBA All-Star Game" @wallstengine on X 2025-07-21 14:17:34 UTC 73.4K followers, 13.6K engagements
"$SPY $QQQ Today's Key Events (All EST) 10:30: Dallas Fed Mfg. Index Before Open👇 05:00: Royal Philips $PHG 06:00: $CNA 06:00: Revvity $RVTY 06:00: Integra LifeSciences $IART 06:00: Alliance Resource Partners $ARLP 07:00: McDonald's $MCD 08:00: onsemi $ON After Close👇 04:00: Sprouts Farmers Market $SFM 04:00: Symbotic $SYM 04:00: Chesapeake Energy $CHK 04:00: Amkor Technology $AMKR 04:05: F5 Networks $FFIV 04:05: Rambus $RMBS 04:05: Corcept Therapeutics $CORT 04:05: Sanmina $SANM 04:05: Equity Residential $EQR 04:05: Sensata Technologies $ST 04:05: Woodward $WWD 04:05: Cushman & Wakefield" @wallstengine on X 2024-07-29 07:58:31 UTC 73.4K followers, 3342 engagements
"Piper Sandler Initiates Coverage on $PLTR with Overweight Rating PT $XXX Analyst comments: "We have monitored Palantir Technologies for over five years from its days as a coveted late-stage private company through its direct listing in September 2020 into the trough of disillusionment in late 2022when the stock plummeted to $X lows on eroding confidence in multi-year 30%+ growth aspirationsand now into the recent 'rise of the phoenix' moment where PLTR has been crowned an AI All-Star on accelerating growth. No doubt Palantir carries a rich valuation premium and remains a high-risk investment" @wallstengine on X 2025-07-25 09:31:12 UTC 73.5K followers, 52.8K 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 73.3K followers, 10.6K engagements
"Today's Key Events (All EST) 07/14/2025 08:30: Fed's Hammack Speaks on Fox Business Before Open 👇 06:50: Fastenal $FAST" @wallstengine on X 2025-07-14 07:07:32 UTC 73.4K followers, 6612 engagements
"GOLDMAN SACHS $GS & BNY MELLON $BK are launching tokenized money market funds for institutional investors recording ownership on Goldmans blockchain. Backed by giants like BlackRock and Fidelity its a major step toward real-time digital fund trading in the $7.1T market - CNBC" @wallstengine on X 2025-07-23 11:43:38 UTC 73.5K followers, 26.6K 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 73.4K followers, 8820 engagements
"WHITE HOUSE: TRUMP TO ANNOUNCE ARTIFICIAL INTELLIGENCE ACTION PLAN. TRUMP WILL SIGN THREE EXECUTIVE ORDER THIS AFTERNOON" @wallstengine on X 2025-07-23 17:55:59 UTC 73.5K followers, 12.9K engagements
"UnitedHealth Group $UNH says its complying with DOJ civil and criminal requests tied to its Medicare operations. The company says it proactively reached out after media reports surfaced and maintains confidence in its practices. UNH has also launched a third-party review of coding managed care and pharmacy policies to increase transparency. No timeline yet on the DOJs review" @wallstengine on X 2025-07-24 12:36:24 UTC 73.5K followers, 15.4K engagements
"Venture Global $VG has started producing liquefied natural gas from Phase X of its Plaquemines export plant in Louisiana according to Reuters. The company has already been exporting from Phase X but Phase X production now gives VG access to higher spot market pricing for the next two years" @wallstengine on X 2025-07-14 16:53:51 UTC 73.3K followers, 8315 engagements
"$ABVX REPORTS POSITIVE PHASE X UC RESULTS FOR OBEFAZIMOD Abivax announced positive topline results from its Phase X ABTECT-1 and ABTECT-2 induction trials for obefazimod an oral miR-124 enhancer in moderate to severe ulcerative colitis. The once-daily XX mg dose showed a pooled placebo-adjusted remission rate of XXXX% at Week X (p0.0001) meeting primary and key secondary endpoints in both studies. The trials enrolled 1275 patients across XX countries and included the largest cohort to date of patients who previously failed JAK inhibitor therapy. Safety was consistent with earlier studies with" @wallstengine on X 2025-07-22 20:43:44 UTC 73.5K followers, 7843 engagements
"$CEG $VST $GEV $TLN BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $XXXXXX A MW-DAY - BBG" @wallstengine on X 2025-07-22 20:08:22 UTC 73.5K followers, 11K engagements
"VALARIS $VAL just locked in two major drillship contracts with Anadarko (Occidental) in the Gulf adding about $XXX million to its backlog. One is a 940-day extension starting June 2026 for DS-16 and the other is a new 914-day contract for DS-18 starting late 2026" @wallstengine on X 2025-07-07 07:21:46 UTC 73.4K followers, 5997 engagements
"WHITE HOUSE OFFICIAL: TRUMP MEANS HE WILL IMPOSE XXX% TARIFFS ON RUSSIA SECONDARY SANCTIONS ON OTHER COUNTRIES THAT BUY OIL FROM RUSSIA IF A DEAL ISN'T STRUCK IN XX DAYS" @wallstengine on X 2025-07-14 15:40:56 UTC 73.3K followers, 12.1K engagements
"$NVDA and the University of Bristol have launched ISAMBARD-AI now the UKs fastest and one of the most energy-efficient AI supercomputers. Built in under X years with 5448 Grace Hopper chips itll support research in drug discovery materials science and UK-specific LLMs. Runs on just X megawatts" @wallstengine on X 2025-07-17 17:13:27 UTC 73.4K followers, 7855 engagements