#  @wallstengine Wall St Engine Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $60 billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a 36% year-over-year revenue increase. ### Engagements: [------] [#](/creator/twitter::1508426880860704771/interactions)  - [--] Week [---------] -42% - [--] Month [----------] +96% - [--] Months [-----------] +87% - [--] Year [-----------] +333% ### Mentions: [---] [#](/creator/twitter::1508426880860704771/posts_active)  - [--] Week [---] -10% - [--] Month [-----] +7.60% - [--] Months [-----] +28% - [--] Year [------] +51% ### Followers: [-------] [#](/creator/twitter::1508426880860704771/followers)  - [--] Week [-------] +1.60% - [--] Month [-------] +8.10% - [--] Months [-------] +60% - [--] Year [-------] +226% ### CreatorRank: [------] [#](/creator/twitter::1508426880860704771/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4160 [finance](/list/finance) 28.82% [technology brands](/list/technology-brands) 25.76% [cryptocurrencies](/list/cryptocurrencies) 9.72% [countries](/list/countries) 8.41% [automotive brands](/list/automotive-brands) 3.93% [financial services](/list/financial-services) #288 [social networks](/list/social-networks) 2.51% [celebrities](/list/celebrities) 1.75% [currencies](/list/currencies) 1.42% **Social topic influence** [ai](/topic/ai) #2807, [ceo](/topic/ceo) #2947, [up to](/topic/up-to) 4.69%, [we are](/topic/we-are) #3165, [$nvda](/topic/$nvda) #1098, [cash flow](/topic/cash-flow) #119, [flow](/topic/flow) #1901, [$googl](/topic/$googl) #3151, [china](/topic/china) #3708, [open ai](/topic/open-ai) #2058 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@wolf_financial](/creator/undefined) [@mpagalavan4028](/creator/undefined) [@ultimatetrad8r](/creator/undefined) [@cryptodaaddy](/creator/undefined) [@faststocknewss](/creator/undefined) [@richreadsvids](/creator/undefined) [@systemdaddyai](/creator/undefined) [@norveclifinance](/creator/undefined) [@voltportfolio](/creator/undefined) [@stockmktnewz](/creator/undefined) [@luxalgo](/creator/undefined) [@lowbeta](/creator/undefined) [@zcelestialbaby](/creator/undefined) [@russfrompublic](/creator/undefined) [@brandonwealth](/creator/undefined) [@the__chenz](/creator/undefined) [@ro_rademaker](/creator/undefined) [@joinyellowbrick](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Novo-Nordisk (NVO)](/topic/$nvo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Eli Lilly and Company (LLY)](/topic/$lly) [Apple, Inc. (AAPL)](/topic/$aapl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Intel Corporation (INTC)](/topic/$intc) [Bitcoin (BTC)](/topic/bitcoin) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Reddit, Inc. (RDDT)](/topic/$rddt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Boeing Co (BA)](/topic/$ba) [Unity Software Inc. (U)](/topic/$u) ### Top Social Posts Top posts by engagements in the last [--] hours "$GME CEO Ryan Cohen bought another [------] shares on Jan. [--] [----] at an average price of $21.12 worth about $10.6M" [X Link](https://x.com/anyuser/status/2013729042109997366) 2026-01-20T21:43Z 126.1K followers, 106.8K engagements "$AMZN CEO ON WHERE CAPEX IS GOING: The capital were spending and intend to spend this year its predominantly in AWS. Some of it is for our core workloads. non-AI workloads. growing at a faster rate than we anticipated. But most of it is in AI. a lot of growth and a lot of demand. When youre growing 24% YoY with an annualized revenue run rate of $142B youre growing a lot. .as fast as we install this capacity this AI capacity we are monetizing it. I passionately believe that every customer experience that we know of today is going to be reinvented with AI. and there are going to be. experiences" [X Link](https://x.com/wallstengine/status/2019542740762259653) 2026-02-05T22:44Z 126.1K followers, 51K engagements "Transocean $RIG said it will buy Valaris $VAL in a $5.8B all stock deal creating an offshore driller with about $17B enterprise value. Valaris holders get [------] RIG shares per VAL share and the combined fleet totals [--] rigs with roughly $10B of backlog. Transocean expects more than $200M in cost synergies and is targeting about 1.5x leverage within [--] months after close. The deal is expected to close in 2H [----] pending approvals. https://twitter.com/i/web/status/2020845227813339205 https://twitter.com/i/web/status/2020845227813339205" [X Link](https://x.com/wallstengine/status/2020845227813339205) 2026-02-09T13:00Z 126.1K followers, 18.5K engagements "$BP is halting $750M share buybacks and pulling its guidance to return 30% to 40% of operating cash flow to shareholders saying it needs to shore up the balance sheet. BP kept its $14B to $18B net debt target for end 2027" [X Link](https://x.com/wallstengine/status/2021173947564249142) 2026-02-10T10:46Z 126.1K followers, [----] engagements "Goldman Sachs Initiates $UUUU with Buy Rating PT $30 Analyst comments: "UUUU owns and operates the highest-grade uranium deposit in the United States as well as the White Mesa Mill which is a key competitive advantage as it is the only processing facility in the United States able to process both uranium and rare earth elements. Additionally the company maintains a portfolio of three heavy mineral sands assets expected to come online over the next five years which will supply the key feedstock monazite to support expansion into production of key light and heavy rare earths (NdPr Dy Tb). We" [X Link](https://x.com/wallstengine/status/2021536570097242114) 2026-02-11T10:47Z 126.1K followers, 39.6K engagements "$VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj. Free Cash Flow: $910M; +151% YoY FY Guide: 🔹 Revenue: $13.25B$13.75B (Est. $12.39B) 🟢 🔹 Adj. EPS: $5.97$6.07 (Est. $5.33) 🟢 🔹 Diluted EPS: $5.27$5.37 🔹 Adj. Free Cash Flow: $2.1B$2.3B Q1 Guide: 🔹 Revenue: $2.5B$2.7B (Est. $2.56B) 🟡 🔹 Adj. EPS: $0.95$1.01 (Est. $0.96) 🟡 🔹 Adj. Operating Margin: 18.5%19.5% Financials: 🔹 Adj. Operating Margin: 23.2%; +170 bps YoY 🔹 Operating Cash Flow: $1005M;" [X Link](https://x.com/wallstengine/status/2021540436129796195) 2026-02-11T11:02Z 126.1K followers, 38.4K engagements "Polymarkets rate-cut odds are slipping across March April and June. Traders are now pricing the Fed cut for July not June. JAN. U.S. JOBS REPORT 👇 NONFARM PAYROLLS +130K (Est. +65K) UNEMPLOYMENT RATE 4.3% (Est. 4.4%) PARTICIPATION RATE 62.5% (Est. 62.4%) UNDEREMPLOYMENT 8.0% (Prior 8.4%) AVG. HOURLY EARNINGS MoM 0.4% (Est. 0.3%) PRIVATE PAYROLLS +172K (Est. +68K) MANUFACTURING PAYROLLS JAN. U.S. JOBS REPORT 👇 NONFARM PAYROLLS +130K (Est. +65K) UNEMPLOYMENT RATE 4.3% (Est. 4.4%) PARTICIPATION RATE 62.5% (Est. 62.4%) UNDEREMPLOYMENT 8.0% (Prior 8.4%) AVG. HOURLY EARNINGS MoM 0.4% (Est. 0.3%)" [X Link](https://x.com/wallstengine/status/2021582475344982462) 2026-02-11T13:49Z 126.1K followers, 13.9K engagements "$CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide: 🔹 Revenue: $15.4B$15.6B (Est. $15.21B) 🟢 🔹 Adj. EPS: $1.02$1.04 (Est. $1.03) 🟡 FY26 Guide (Raised vs Prior): 🔹 Revenue: $61.2B$61.7B (Est. $60.77B) 🟢; prior $60.2B$61.0B 🔹 Adj. EPS: $4.13$4.17 (Est. $4.13) 🟡; prior $4.08$4.14 Other Metrics: 🔹 Product Orders: +18% YoY (Networking orders 20%+ YoY) 🔹 AI Infrastructure orders (hyperscalers): $2.1B Commentary: 🔸 .Product orders up 18% year over year with networking product orders accelerating to more than 20% year" [X Link](https://x.com/wallstengine/status/2021696093655048288) 2026-02-11T21:21Z 126.1K followers, 11K engagements "$HUBS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $846.7M (Est. $830.61M) 🟢; +20% YoY 🔹 Adj. EPS: $3.10 (Est. $2.99) 🟢 🔹 Subscription Revenue: $829.0M; +21% YoY 🔹 Customers: 288706; +16% YoY FY Guide: 🔹 Revenue: $3.69B$3.70B (Est. $3.61B) 🟢 🔹 Adj. EPS: $12.38$12.46 (Est. $11.46) 🟢 🔹 Non-GAAP Operating Income: $736M$740M; 20% margin Q1 Guide: 🔹 Revenue: $862.0M$863.0M; +21% YoY 🔹 Adj. EPS: $2.46$2.48 🔹 Non-GAAP Operating Income: $144.0M$145.0M; 17% margin Other Metrics: 🔹 Non-GAAP Operating Margin: 22.6% 🔹 Calculated Billings: $971.4M; +27% YoY 🔹 Avg Subscription Revenue per Customer:" [X Link](https://x.com/wallstengine/status/2021697484192665922) 2026-02-11T21:26Z 126.1K followers, 11K engagements "$ASTS plans to repurchase up to $300M of its [----] converts ($50M 4.25% $250M 2.375%) using cash + registered direct stock offerings while also launching a $1B convertible notes deal due [----]. Source: company release" [X Link](https://x.com/wallstengine/status/2021727373113340142) 2026-02-11T23:25Z 126.1K followers, 17.3K engagements "Energy Sec. Chris Wright said China has already bought some Venezuelan crude that the US government sold calling the countrys oil quarantine basically over. Note: Venezuela pumped 896k bpd in Dec and JPM sees 2M bpd in [--] to [--] years" [X Link](https://x.com/wallstengine/status/2021871545468235921) 2026-02-12T08:58Z 126.1K followers, [----] engagements "Siemens raised its FY26 EPS pre PPA outlook to [-----] to [-----] after a Q1 beat with orders up 10% to 21.4B and industrial profit up 15% to 2.9B. Digital Industries profit jumped 37% and US Smart Infrastructure orders rose 54% on data center demand tied to AI" [X Link](https://x.com/wallstengine/status/2021873792331788723) 2026-02-12T09:07Z 126.1K followers, [----] engagements "Mercedes forecast [----] cars adjusted ROS of 3% to 5% BELOW the 5.79% estimate citing tariff pressure and weaker China demand. It plans to CUT global capacity by over 10% to 2.2M units and TRIM the dividend to [----] from 4.30" [X Link](https://x.com/wallstengine/status/2021874347926077734) 2026-02-12T09:09Z 126.1K followers, [----] engagements "$MAR Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.69B (Est. $6.67B) 🟢 🔹 Adj. EPS: $2.58 (Est. $2.61) 🔴 🔹 Worldwide RevPAR: +1.9% (International +6.1% U.S. & Canada -0.1%) Q1 Guide: 🔹 Adj. EPS: $2.50$2.55 (Est. $2.50) 🟡 🔹 Worldwide RevPAR: +1.0% to +2.0% FY Guide: 🔹 Adj. EPS: $11.32$11.57 (Est. $11.43) 🟡 🔹 Worldwide RevPAR: +1.5% to +2.5% 🔹 Net Rooms Growth: 4.5% to 5.0% 🔹 Capital Return: $4.3B+ Other Metrics: 🔹 Development Pipeline: [----] properties; 610K rooms 🔹 Net Rooms Growth (FY25): +4.3% 🔹 Bonvoy Members Added (FY25): 43M; total 271M 🔹 Capital Return (FY25): $4.0B+ Commentary:" [X Link](https://x.com/wallstengine/status/2021199422160503152) 2026-02-10T12:27Z 126.1K followers, [----] engagements "Raymond James Upgrades $OSCR to Outperform from Market Perform PT $18 Analyst comments: "We are upgrading OSCR to Outperform and establishing an $18 price target (10x 2027E EPS) as we see the relative valuation attractive here as margins recover across the Affordable Care Act exchange market and see OSCR as the best house in a tough neighborhood. While 4Q was worse than expectations as the company reported operating income of $334M (Street $229M) and the quarter was aided by $135M of prior-period development that is backward looking and we see a more supportive forward-looking outlook that" [X Link](https://x.com/wallstengine/status/2021887597761691989) 2026-02-12T10:02Z 126.1K followers, 60.6K engagements "Applied Materials $AMAT reached a settlement with the Commerce Departments BIS over alleged export control violations tied to shipments to China from Nov. [----] to July [----] agreeing to pay $252.5M" [X Link](https://x.com/wallstengine/status/2021905328485675520) 2026-02-12T11:12Z 126.1K followers, 12.9K engagements "$APP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.66B (Est. $1.61B) 🟡; +66% YoY 🔹 EPS: $3.24 (Est. $2.96) 🟢 🔹 Adj. EBITDA: $1.399B (Est. $1.3B) 🟡; +82% YoY Q1 Guide: 🔹 Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 🔹 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 🔹 Adj. EBITDA Margin: 84% Other Metrics: 🔹 Net Income: $1.102B; +84% YoY 🔹 Free Cash Flow: $1.31B Capital Return: 🔹 Buybacks/withholding: 0.8M shares for $481.7M (Q4); 6.4M shares for $2.58B (FY25) 🔹 Shares Outstanding: 338M (Class A + B; end of Q4) https://twitter.com/i/web/status/2021693378984128768" [X Link](https://x.com/wallstengine/status/2021693378984128768) 2026-02-11T21:10Z 126.1K followers, 29.6K engagements "EssilorLuxottica said it sold over 7M $META AI glasses in [----] more than triple prior levels and up from 2M units sold across [----] and [----] combined driven by Ray-Ban Meta and Oakley Meta. The company reported 28.5B in [----] revenue up 11.2% at constant FX" [X Link](https://x.com/wallstengine/status/2021864849308102927) 2026-02-12T08:31Z 126.1K followers, 32.1K engagements "$NBIS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $227M (Est. $242.8M) 🔴 🔹 EPS: -$0.68 (Est. -$0.44) 🔴 🔹 YE ARR: $1.25B (vs. $900M$1.1B prior guidance) 🟢 🔹 YE26 ARR target: $7B$9B 🔹 Contracted power (YE26): 3+ GW (prior [---] GW); already secured 2+ GW Other Metrics: 🔹 End-2026 contracted power: raised to 3+ GW (prior [---] GW) 🔹 End-2025 active power: 170MW 🔹 New sites: [--] new sites across US + EMEA (per company update) Other Events: 🔹 M&A: agreement to acquire Tavily (agentic search); closes in coming weeks (terms not disclosed) 🔹 Tavily scale: 3M+ monthly SDK downloads; 1M+ developers" [X Link](https://x.com/wallstengine/status/2021920881778602231) 2026-02-12T12:14Z 126.1K followers, 44.3K engagements "Raymond James Publishes Annual Analyst Best Picks List for 2026: Boston Scientific $BSX $CDW Chubb $CB Coherent $COHR Construction Partners $ROAD Crown Castle $CCI DoorDash $DASH Expand Energy Corporation $EXE First Citizens Bancshares $FCNCA Globe Life $GL Intercontinental Exchange $ICE Jack Henry $JKHY Karman Space & Defense $KRMN Mohawk Industries $MHK nCino $NCNO NRG Energy $NRG Public Storage $PSA Shake Shack $SHAK https://twitter.com/i/web/status/1998339446643753397 https://twitter.com/i/web/status/1998339446643753397" [X Link](https://x.com/wallstengine/status/1998339446643753397) 2025-12-09T10:30Z 126.1K followers, 49.4K engagements "Reuters reports Saudi Arabias $925B PIF is preparing to roll out a new [--------] strategy this week with more focus on industry minerals AI and tourism while dialing back or reworking some of the big-ticket mega projects like NEOMs The Line" [X Link](https://x.com/wallstengine/status/2020916147227689403) 2026-02-09T17:42Z 126.1K followers, 11.8K engagements "Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond 2026" [X Link](https://x.com/wallstengine/status/2021584891092042099) 2026-02-11T13:59Z 126.1K followers, 36K engagements "Bloomberg: Apple is still hitting issues with its long-delayed Siri overhaul and the new features may slip to later in [----]. The report says $AAPL is now aiming to roll pieces out across iOS [----] and iOS 27" [X Link](https://x.com/wallstengine/status/2021683223907180738) 2026-02-11T20:30Z 126.1K followers, 13.9K engagements "$MCD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.01B (Est. $6.81B) 🟢; +10% YoY 🔹 EPS: $3.03 (Est. $3.03) 🟡; vs. $2.80 YoY 🔹 Comparable Sales: +5.7% (Est. +3.76%) 🟢 🔹 U.S. Comparable Sales: +6.8% (Est. +5.05%) 🟢 🔹 Operating Income: $3.16B; +10% YoY Other Metrics: 🔹 Intl Operated Markets Comparable Sales: +5.2% (Est. +3.31%) 🟢 🔹 Intl Developmental Licensed Markets Comparable Sales: +4.5% (Est. +2.43%) 🟢 🔹 Full-Year Systemwide Sales: +7% to $139B+ 🔹 Systemwide Sales to Loyalty Members: $37B; +20% YoY 🔹 90-day Active Loyalty Users: 210M; +19% YoY Financials: 🔹 Adj. EPS: $3.12 (Est." [X Link](https://x.com/wallstengine/status/2021692259117482037) 2026-02-11T21:06Z 126.1K followers, 19.3K engagements "$FLR won a multi-year EPC contract to help Centrus $LEU expand its uranium enrichment facility in Piketon Ohio tied to a multi-billion dollar plan to add thousands of centrifuges" [X Link](https://x.com/wallstengine/status/2021700079313150159) 2026-02-11T21:37Z 126.1K followers, 10.4K engagements "AB InBev $BUD reported 4Q organic volume down 1.5% better than the -2.32% estimate as growth in Africa and South America and premium brands like Corona helped offset weakness in western markets. The company maintained its medium term EBITDA growth outlook of 4% to 6%" [X Link](https://x.com/wallstengine/status/2021876702285345214) 2026-02-12T09:19Z 126.1K followers, [----] engagements "The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models" [X Link](https://x.com/wallstengine/status/2021876740554207485) 2026-02-12T09:19Z 126.1K followers, 32.2K engagements "Adyen reported 2H net revenue of 1.27B BELOW 1.28B est (+17% YoY) and guided [----] net revenue growth of 20% to 22% BELOW 22.8% expected citing slower growth from APAC online retailers and a weaker USD" [X Link](https://x.com/wallstengine/status/2021888297791033437) 2026-02-12T10:05Z 126.1K followers, 10K engagements "SoftBank swung to a 248.6B profit in the Dec quarter helped by valuation gains on its OpenAI stake. The company said its put more than $30B into OpenAI for an 11% stake as of December with an estimated $19.8B gain and OpenAI now makes up about 30% of SoftBanks NAV" [X Link](https://x.com/wallstengine/status/2021888892849553875) 2026-02-12T10:07Z 126.1K followers, 12.4K engagements "@VoltPortfolio Bloomberg" [X Link](https://x.com/wallstengine/status/2021892615789281641) 2026-02-12T10:22Z 126.1K followers, [---] engagements "Evolv $EVLV added Axon SVP of strategy and corp dev Henrik Khl to its board and audit committee" [X Link](https://x.com/wallstengine/status/2021950926526066818) 2026-02-12T14:14Z 126.1K followers, [----] engagements "$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 [----] potentially making Taiwan a major hub for humanoid robot production." [X Link](https://x.com/wallstengine/status/1863485879811252309) 2024-12-02T07:30Z 125K followers, 20.7K engagements "Interactive Brokers $IBKR will join S&P [---] on Aug [--] replacing Walgreens Boots Alliance $WBA" [X Link](https://x.com/wallstengine/status/1960107364113404188) 2025-08-25T22:29Z 125K followers, 19.3K engagements "Insurance stocks slumped after weak Q3 results from Travelers $TRV Progressive $PGR and Marsh & McLennan $MMC triggered sector-wide growth concerns The S&P [---] Insurance Index dropped 6% over two days marking its sharpest slide since April Analysts cited moderating pricing trends and slower premium growth as key headwinds with Chubb $CB and W. R. Berkley $WRB set to report next week https://twitter.com/i/web/status/1978905553385435200 https://twitter.com/i/web/status/1978905553385435200" [X Link](https://x.com/wallstengine/status/1978905553385435200) 2025-10-16T19:27Z 124.7K followers, 17.9K engagements "$TSLA CEO ELON MUSK: We're also on the cusp of of something really tremendous with Optimus which I think is likely to be or has potential to be the biggest product of all time. And it's a difficult project. And it's worth noting that it's not like it's just automatic. I'm unaware of any robot program by Ford or GM or any of our US sort of car companies" [X Link](https://x.com/wallstengine/status/1981113777862148569) 2025-10-22T21:41Z 125.1K followers, 129.8K engagements "$ENPH Enphase Energy Q325 Earnings Highlights 🔹 Revenue: $410.4M (Est. $357.8M) 🟢; UP +7.8% YoY 🔹 Adj EPS: $0.90 (Est. $0.62) 🟢; UP +38% YoY 🔹 Adj Net Income: $117.3M (Est. $85.5M) 🟢; UP +33% YoY 🔹 Non-GAAP Gross Margin: 49.2% Guidance (Q425): 🔹 Revenue: $310M$350M (includes [------] MWh IQ Batteries; excludes safe-harbor) 🔹 Non-GAAP Gross Margin: 42%45% (includes [--] pp tariff impact) 🔹 Non-GAAP OpEx: $77M$81M Segment: 🔹 Microinverters shipped: 1.77M units (784.6 MWdc) 🔹 IQ Batteries shipped: [-----] MWh (record) 🔹 U.S. manufacturing: 1.53M microinverters; [----] MWh IQ Batteries 🔹 IQ" [X Link](https://x.com/wallstengine/status/1983265444728644045) 2025-10-28T20:11Z 124.8K followers, 21.3K engagements "Saudi Telecom (stc) signed a 10-year strategic partnership with AST SpaceMobile $ASTS to offer space-based telecom services. The contract value could exceed 9% of stcs [----] revenue ($20.21B) depending on service usage. The plan is to provide direct-to-device satellite connectivity across Saudi Arabia and multiple countries in the Middle East and Africa using standard smartphones. stc will be the main operator in Saudi Arabia and will receive exclusive rights in Libya Syria Lebanon Djibouti Tunisia and Sudan plus preferential terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and" [X Link](https://x.com/wallstengine/status/1983518888194380228) 2025-10-29T12:58Z 125K followers, 59K engagements "$ALGN Align Technology Q325 Earnings Highlights 🔹 Revenue: $995.7M (Est. $975.9M) 🟢; UP +1.8% YoY 🔹 EPS (Non-GAAP): $2.61 (Est. $2.42) 🟢; UP +7.6% YoY 🔹 Clear Aligner Revenue: $805.8M; +2.4% YoY 🔹 Clear Aligner Volume: 647.8K cases; +4.9% YoY 🔹 Teens & Kids Volume: +8.3% YoY; +14.7% Seq. 🔹 Imaging & CAD/CAM Revenue: $189.9M; -0.6% YoY (seasonal softness) 🔹 Operating Margin (Non-GAAP): 23.9%; +180 bps YoY 🔹 Cash: $1.00B vs. $901M in Q2 🔹 Share Buybacks: 0.5M shares repurchased at avg. $136.77 Guidance (Q425) 🔹 Revenue: $1.025B$1.045B 🟢 🔹 Non-GAAP Operating Margin: 26% 🔹 Clear" [X Link](https://x.com/wallstengine/status/1983635010495377600) 2025-10-29T20:40Z 125.1K followers, [----] engagements "$CROX Crocs Q325 Earnings Highlights 🔹 Revenue: $996.3M (Est. $961.61M) 🟢; -6.2% YoY 🔹 Adj. EPS: $2.92 (Est. $2.36) 🟢; -18.9% YoY 🔹 Gross Margin: 58.5%; [----] bps YoY Q425 Guidance 🔹 Adj. EPS: $1.82$1.92 (Est. $1.75) 🟢 🔹 Revenues to be down 8% YoY 🟡 🔹 Crocs Brand to be down 3% YoY 🔹 HEYDUDE Brand to be down mid-20% YoY 🔹 Adj. Op Margin: 15.5% 🔹 Tax Rate: GAAP 20% 🔹 FY25 CapEx: $70M$75M Segment (YoY) Crocs Brand 🔹 Revenue: $836M; DOWN -2.5% (CC -3.2%) 🔹 DTC: $472M; UP +2.0% (CC +1.2%) 🔹 Wholesale: $364M; DOWN -7.9% (CC -8.4%) 🔹 North America: $448M; DOWN -8.8% 🔹" [X Link](https://x.com/wallstengine/status/1983857001559179414) 2025-10-30T11:22Z 125.9K followers, 10.8K engagements "$SM Energy and Civitas Resources $CIVI agreed to a $12.8B all-stock merger creating a major U.S. shale operator with 823K net acres and 526K boe/d in output. Civitas holders will get [----] SM shares each and own 52% of the combined firm. Annual synergies are estimated at $200300M and [----] free cash flow is projected above $1.4B. https://twitter.com/i/web/status/1985306576681628050 https://twitter.com/i/web/status/1985306576681628050" [X Link](https://x.com/wallstengine/status/1985306576681628050) 2025-11-03T11:22Z 124.8K followers, 10.2K engagements "$FVRR Fiverr Q325 Earnings Highlights 🔹 Revenue: $107.9M (Est. $107.5M) 🟡 🔹 Adj. EPS: $0.84 (Est. $0.69) 🟢 🔹 Adj. EBITDA: $24.2M (record margin 22%) 🔹 Spend per Buyer: $330 +12% YoY 🔹 Active Buyers: 3.3M (-12% YoY 🔹 Services Revenue: $34.3M +40% YoY Guidance 🔹 Q4 Revenue: $104M$112M (Est. $109M) 🟡 🔹 FY25 Revenue: $428M$436M (Est. $433M) 🟡 🔹 FY25 Adj. EBITDA: $88M$93M Key Business Trends 🔸 AI & upmarket categories are driving higher ticket more complex projects 🔸 Value-added services (Seller Plus Fiverr Go Ads) continue strong adoption 🔸 Highest-ever Adjusted EBITDA and margin" [X Link](https://x.com/wallstengine/status/1985993428279414832) 2025-11-05T08:51Z 126K followers, [----] engagements "MSCIs November index review adds CoreWeave $CRWV Insmed $INSM and Nebius Group $NBIS to the MSCI World Index as three of the largest new inclusions effective after the close on Nov 24" [X Link](https://x.com/wallstengine/status/1986207926315524294) 2025-11-05T23:04Z 124.7K followers, 37.3K engagements "LegalZoom $LZ is up around 30% after a strong beat-and-raise. Organic revenue growth accelerated for the second quarter in a row and subscription revenue has now accelerated for [--] straight quarters. Management is showing it can invest in growth while still expanding margins with record free cash flow this quarter. A lot of the earlier concerns around strategy formation volatility visibility and AI disruption are easing. https://twitter.com/i/web/status/1986379505846362399 https://twitter.com/i/web/status/1986379505846362399" [X Link](https://x.com/wallstengine/status/1986379505846362399) 2025-11-06T10:25Z 125K followers, [----] engagements "$DAVA Endava Q1'26 Earnings Highlights 🔹 Revenue: $240.31M (Est. $246M) 🔴; -8.6% YoY 🔹 Adj Diluted EPS: $0.20 (Est. $0.08) 🟢; -40% YoY 🔹 IFRS Diluted EPS: (0.15) (vs. [----] YoY) 😕 Guidance: 🔹 Q2'26 Revenue: 179.0182.0M (CC decline (8.0)%(7.0)% YoY) 🔹 Q2'26 Adj Diluted EPS: 0.150.17 🔹 FY26 Revenue: 735752M (CC decline (4.5)%(2.5)% YoY) 🔹 FY26 Adj Diluted EPS: 0.800.88 Other [--] Metrics: 🔹 Adjusted PBT: 9.9M (5.5% margin) 🔹 Operating Cash Flow: 12.3M; Adjusted FCF: 9.2M 🔹 Cash & Equivalents: 47.2M (as of Sep [--] 2025) 🔹 Clients 1M R12M: 133; Headcount: [-----] CEO Commentary: 🔸 Results" [X Link](https://x.com/wallstengine/status/1988222397267468659) 2025-11-11T12:28Z 124.5K followers, [----] engagements "AMD has poured $100B into AI over the last [--] years: $40B in organic R&D $60B in acquisitions (incl. Xilinx Pensando Nod etc.) $1B in venture investments across the AI ecosystem" [X Link](https://x.com/wallstengine/status/1988310586481098918) 2025-11-11T18:19Z 124.7K followers, 10.5K engagements "Circles $CRCL 2x leveraged ETF $CRCG fell 20% today despite Q3 beat across all metrics and Q4 guide raise overshadowed by lack of near-term catalysts. $CRCL Circle Internet Q325 Earnings Highlights 🔹 Revenue: $740M (Est. $699.6M) 🟢; UP +66% YoY 🔹 EPS: $0.64 (Est. $0.18) 🟢 🔹 Stablecoin Market Share: 29%; UP +643 bps YoY FY25 Guide: 🔹 Adj Operating Expenses: $495M$510M (Prior $475M$490M) 🔴 🔹 Other Revenue: https://t.co/0yC8nwTmov $CRCL Circle Internet Q325 Earnings Highlights 🔹 Revenue: $740M (Est. $699.6M) 🟢; UP +66% YoY 🔹 EPS: $0.64 (Est. $0.18) 🟢 🔹 Stablecoin Market Share: 29%;" [X Link](https://x.com/wallstengine/status/1988684218659131706) 2025-11-12T19:04Z 124K followers, 17.2K engagements "$FLUT Flutter Entertainment Q325 Highlights 🔹 Revenue: $3.794B (Est. $3.89B) 🟡; UP +17% YoY 🔹 Adj EBITDA: $478M; UP +6% YoY 🔹 Adj EPS: $1.64; UP +29% YoY 🔹 Net Loss: ($789M); driven by $556M India impairment and $205M Boyd payment 🔹 AMPs: 14.133M; UP +9% YoY FY25 Guidance: 🔹 Group Revenue: $16.69B 🔹 US Revenue: $7.17B (Est. $7.47B) 🔴 🔹 Adj EBITDA: $2.915B Q3 US: 🔹 Revenue: $1.368B; UP +9% YoY 🔹 iGaming Revenue: UP +44% YoY 🔹 Sportsbook Revenue: DOWN -5% YoY; handle UP +6% YoY 🔹 Adjusted EBITDA: $51M; DOWN -12% YoY Q3 International: 🔹 Revenue: $2.426B; UP +21% YoY 🔹 Adjusted" [X Link](https://x.com/wallstengine/status/1988717734532903338) 2025-11-12T21:17Z 125.7K followers, 12.4K engagements "$NVDA is tightening its AI server supply chain for the Vera Rubin generation in 2H26 shifting to a model where Wistron Quanta and Foxconn build systems all the way to L10 and Nvidia handles the final rack stage and delivery. Its a big change from the split vendor model and should cut variation across racks since Nvidia is now standardizing everything from assembly to cooling module procurement. https://twitter.com/i/web/status/1988907395662364935 https://twitter.com/i/web/status/1988907395662364935" [X Link](https://x.com/wallstengine/status/1988907395662364935) 2025-11-13T09:50Z 125K followers, 46.8K engagements "Ray Dalios Bridgewater Q3 portfolio is out. Here are some of the top new positions they opened: Reddit $RDDT Robinhood $HOOD Applied Materials $AMAT Amphenol $APH Credo $CRDO Autodesk $ADSK Charles Schwab $SCHW Union Pacific $UNP Interactive Brokers $IBKR Check Point Software $CHKP monday .com $MNDY CoreWeave $CRWV Bank of America $BAC Teradyne $TER Schlumberger $SLB Instacart $CART Lockheed Martin $LMT FNB Corp $FNB Palantir $PLTR Aptiv $APTV Teva Pharma Medpace $MEDP Duolingo $DUOL Madrigal Pharma $MDGL Primoris $PRIM DuPont $DD Roblox $RBLX American Express $AXP Upwork $UPWK nVent Electric" [X Link](https://x.com/wallstengine/status/1989106923464192508) 2025-11-13T23:03Z 124.5K followers, 83.6K engagements "Today's Key Events (All EST) 11/17/2025 09:00: Fed's Williams 09:30: Fed's Jefferson 13:00: Fed's Kashkari 15:35: Fed's Waller Before Open 👇 05:00: XPeng $XPEV 07:50: JinkoSolar $JKS 06:30: Full Truck Alliance $YMM 06:35: Aramark $ARMK 06:15: H World Group $HTHT After Hours 👇 18:00: $TCOM 16:15: $XP https://twitter.com/i/web/status/1990322832589627830 https://twitter.com/i/web/status/1990322832589627830" [X Link](https://x.com/wallstengine/status/1990322832589627830) 2025-11-17T07:35Z 125.6K followers, 20.5K engagements "61% of Nvidia $NVDA Q3 revenue came from just [--] customers: $12.54B Customer A (22%) $8.55B Customer B (15%) $7.41B Customer C (13%) $6.27B Customer D (11%) So who are A B C D in your view" [X Link](https://x.com/wallstengine/status/1991266004274471038) 2025-11-19T22:03Z 125K followers, 296.7K engagements "$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next [--] years" [X Link](https://x.com/wallstengine/status/1991270790814433294) 2025-11-19T22:22Z 125K followers, 34.7K engagements "Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia" [X Link](https://x.com/wallstengine/status/1991286263446675589) 2025-11-19T23:23Z 125K followers, 29.5K engagements "Bear Cave put out a short report on Sportradar $SRAD arguing investors overrate its business quality and moat and highlighting rising competition pressure from prediction markets and allegations the company helps facilitate the same crooked gambling it claims to police" [X Link](https://x.com/wallstengine/status/1991532490394378659) 2025-11-20T15:42Z 125.7K followers, 10.7K engagements "PENTAGON SAID ALIBABA $BABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES" [X Link](https://x.com/wallstengine/status/1993744991383113952) 2025-11-26T18:13Z 125.4K followers, 25.5K engagements "FT report that Alibaba and ByteDance are now training their newest AI models in Southeast Asian data centers to keep access to Nvidia $NVDA chips after the U.S. banned H20 sales to China in April [----]. They are leasing compute from non-Chinese operators in places like Singapore and Malaysia which lets them stay within export rules while still using top-tier GPUs. DeepSeek is the outlier having stockpiled Nvidia chips to train at home and is now working with Huawei and other local players on the next wave of Chinese AI chips. https://twitter.com/i/web/status/1994086503354703998" [X Link](https://x.com/wallstengine/status/1994086503354703998) 2025-11-27T16:50Z 125.4K followers, 87.4K engagements "Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day average and 17% above the Nov [--] close. All stock no financing contingency with a response requested by Dec 22" [X Link](https://x.com/wallstengine/status/1995456533698670710) 2025-12-01T11:34Z 125.4K followers, [----] engagements "Eli Lilly $LLY cut Zepbound self pay prices on its LillyDirect platform. The [---] mg dose is now $299 a month (from $349) [--] mg is $399 (from $499) and higher doses are $449. Non program list prices still range from $599 to $1049 by dose. Source: Eli Lilly company statement" [X Link](https://x.com/wallstengine/status/1995483653598847355) 2025-12-01T13:22Z 124.8K followers, 16.6K engagements "Alaska Air Group $ALK cut its Q4 [----] EPS guide to about $0.10 from at least $0.40 citing roughly $0.25 hit from an October IT/cloud outage about $0.15 from shutdown-driven FAA flight cuts (600 cancellations [-----] passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends. https://twitter.com/i/web/status/1996334273645961684 https://twitter.com/i/web/status/1996334273645961684" [X Link](https://x.com/wallstengine/status/1996334273645961684) 2025-12-03T21:42Z 125.9K followers, [----] engagements "Palantir $PLTR launched Chain Reaction an AI infra platform with CenterPoint Energy and $NVDA to coordinate utilities data centers and builders around AI power demand" [X Link](https://x.com/wallstengine/status/1996532507354005717) 2025-12-04T10:50Z 125.5K followers, 11.5K engagements "$TTAN Q3'26 Earnings Snapshot 🔹 Revenue: $249.2M; +4.6% YoY (vs $238.3M last year) 🔹 EPS: $0.24 (Est. $0.15) 🟢 Q426 Guide: 🔹 Revenue: $244M$246M (Est. $242.6M) 🟢 FY26 Guide: 🔹 Revenue: $951M$953M (Est. $938.6M) 🟢" [X Link](https://x.com/wallstengine/status/1996692209639575680) 2025-12-04T21:24Z 124.7K followers, 10.7K engagements "THE S&P INDEX $SPY IS REBALANCING CRH $CRH Carvana $CVNA and Comfort Systems USA $FIX will join the S&P [---] replacing LKQ $LKQ Solstice Advanced Materials $SOLS and Mohawk Industries $MHK. Pinterest $PINS Booz Allen $BAH SPX Technologies $SPXC and others move into the S&P MidCap [---] while $PRIM $CWST $INDV $HE $LKQ $SOLS and $MHK shift to the S&P SmallCap [---]. Effective: Before the market opens on Dec [--] [----]. Heres the full list of rebalancing changes 👇 https://twitter.com/i/web/status/1997071339279237524 https://twitter.com/i/web/status/1997071339279237524" [X Link](https://x.com/wallstengine/status/1997071339279237524) 2025-12-05T22:31Z 125.7K followers, 44.9K engagements "Unilever $UL shares are trading lower as its ice cream spin off The Magnum Ice Cream Co debuted at about [---] billion in Amsterdam below some earlier analyst valuation ranges with shareholders getting [--] $MICC share for every [--] Unilever shares and JPMorgan flagging roughly [--] million Magnum shares of potential forced selling since it is unlikely to make it into major FTSE or Stoxx indices. https://twitter.com/i/web/status/1997955162791456988 https://twitter.com/i/web/status/1997955162791456988" [X Link](https://x.com/wallstengine/status/1997955162791456988) 2025-12-08T09:03Z 125.7K followers, [----] engagements "Barclays on Housing / Building Products: $SITE: Upgraded to Equalweight PT $134 (from $120) $KBH: Upgraded to Overweight PT $71 (from $49) $COMP: Upgraded to Overweight PT $13 (from $9) $SKY: Upgraded to Overweight PT $100 (from $79) $MAS: Downgraded to Equalweight PT $71 (from $76) $LEN: Downgraded to Underweight PT $98 (from $95) https://twitter.com/i/web/status/1997957309776245151 https://twitter.com/i/web/status/1997957309776245151" [X Link](https://x.com/wallstengine/status/1997957309776245151) 2025-12-08T09:11Z 125.7K followers, [----] engagements "EssilorLuxottica is down 4.4% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up [----] AI glasses plans with Warby Parker $WRBY" [X Link](https://x.com/wallstengine/status/1998352792235491742) 2025-12-09T11:23Z 125.5K followers, [----] engagements "PubMatic $PUBM has teamed up with Kontext to plug programmatic text ads directly into AI chatbots. Reportedly buyers can use PubMatic or any DSP to target chats on partners like Liner AI and Deep AI with early tests showing 70% higher ROAS and 50% better click-to-convert" [X Link](https://x.com/wallstengine/status/1998412956623925687) 2025-12-09T15:22Z 125.4K followers, [----] engagements "TSMC is lifting its CoWoS advanced packaging outlook with local Taiwanese trade press now pegging [----] capacity at about 127k wafers per month and non-TSMC providers near 40k. $NVDA is expected to reserve more than half of TSMC CoWoS volume through 2026-27 with Broadcom AMD and new ASIC customers like MediaTek taking much of the remaining share" [X Link](https://x.com/wallstengine/status/1998695811685953834) 2025-12-10T10:06Z 125.7K followers, 16.3K engagements "UBS Initiates Coverage on $PRCT with Buy Rating PT $62 Analyst comments: "We initiate on PRCT with a Buy as our KOL checks and market analysis give us conviction in utilization growth in '26/'27 and we see the recent sell-off as a buying opportunity. Our U.S. utilization growth estimates of 10% growth in [----] and at least LSD growth thereafter put us 2% and 1% ahead of overall consensus sales in [----] and [----]. We believe PRCTs sharpened focus on driving utilization on the existing installed base underpenetrated procedure/system placement TAM and mix-driven margin expansion are" [X Link](https://x.com/wallstengine/status/1999405151061155946) 2025-12-12T09:05Z 125.4K followers, [----] engagements "UBS Initiates Coverage on $WAY with Buy Rating PT $41 Analyst comments: "Waystar is a leading cloud-native revenue cycle management platform positioned to capture a multi-year secular shift toward automation electronic transactions and AI-enabled workflows across provider organizations. Based on our analysis of WAYs results and competitive positioning its acquisition of Iodine and the accelerating adoption of AI in revenue cycle management we expect low-double-digit topline and low- to mid-teens EBITDA growth with our adjusted EBITDA estimates 34% ahead of consensus. Our numbers may prove" [X Link](https://x.com/wallstengine/status/2000522463671955651) 2025-12-15T11:04Z 125.6K followers, [----] engagements "Morgan Stanley Upgrades $DOCS to Overweight from Equalweight Raises PT to $65 from $62 Analyst comments: "Relative to our checks Doximity's guidance and Street estimates look conservative. We increased our year-over-year revenue growth estimates for FY26/FY27/FY28 from 13%/10%/9% to 14%/12%/12% respectively which is a touch above the Street. Our FY26/FY27/FY28 EBITDA estimates moved up from $354mn/$393mn/$428mn to $361mn/$406mn/$459m respectively. Notably stricter constraints on direct-to-consumer advertising could drive a shift in ad dollars toward healthcare professional platforms like" [X Link](https://x.com/wallstengine/status/2000523030582440381) 2025-12-15T11:07Z 124.6K followers, [----] engagements "$ARGX drops after Argenx says it will discontinue late-stage Vyvgart trials in thyroid eye disease following a futility call from an independent monitoring committee. That takes a roughly 100k US patient pool off the table and puts more weight on [----] autoimmune readouts" [X Link](https://x.com/wallstengine/status/2000531212956533097) 2025-12-15T11:39Z 125K followers, [----] engagements "Stifel says after [---] years of freight doldrums the supply side is finally tightening and the bottom in transport earnings is likely in assuming demand holds. Their preferred U.S. transport plays are $GXO $XPO $CHRW $ODFL $HUBG and $KNX citing a mix of quality secular growth margin self-help and leverage to capacity tightening. https://twitter.com/i/web/status/2000889263597261007 https://twitter.com/i/web/status/2000889263597261007" [X Link](https://x.com/wallstengine/status/2000889263597261007) 2025-12-16T11:22Z 124.7K followers, 10.2K engagements "Kraft Heinz $KHC is swapping CEOs ahead of its breakup. Per WSJ former Kellanova chief Steve Cahillane will take over as CEO on Jan [--] as Carlos Abrams-Rivera steps down with Cahillane lined up to lead the global taste elevation business (Heinz Philadelphia Kraft Mac & Cheese) after KHC splits into two companies in 2H [----]. https://twitter.com/i/web/status/2000899198649295276 https://twitter.com/i/web/status/2000899198649295276" [X Link](https://x.com/wallstengine/status/2000899198649295276) 2025-12-16T12:01Z 125K followers, [----] engagements "Royalty Pharma $RPRX is paying up to $315M for low single digit royalties on Nuvalents ALK and ROS1 NSCLC drugs neladalkib and zidesamtinib with analyst models calling for around $3.5B and $1.9B in sales by [----] and a royalty tail running into the early 2040s" [X Link](https://x.com/wallstengine/status/2000903438293721153) 2025-12-16T12:18Z 125.4K followers, [----] engagements "APOLLO GLOBAL MANAGEMENT $APO IS WEIGHING A POTENTIAL UP TO $12B SALE OF ATLAS AIR - BBG" [X Link](https://x.com/wallstengine/status/2000997947560092161) 2025-12-16T18:34Z 125.9K followers, [----] engagements "Coursera to acquire Udemy $UDMY in an all stock deal valuing UDMY at $2.5B. Holders get [-----] $COUR per share 26% premium to [--] day VWAP. Pro forma revenue $1.5B $115M run rate cost synergies targeted within [--] months. Deal expected to close 2H26" [X Link](https://x.com/wallstengine/status/2001288965165551744) 2025-12-17T13:50Z 125.5K followers, [----] engagements "$KKR nearing multibillion-pound deal to sell up to half of its UK waste management group Viridor to Equitix - FT" [X Link](https://x.com/wallstengine/status/2001301036699639848) 2025-12-17T14:38Z 125.3K followers, [----] engagements "Bloomberg: DOJ antitrust staff recommended in September not to bring criminal Covid-era collusion charges against $LYV Live Nation/Ticketmaster or CEO Rapino but Main Justice kept the probe open and handed it to a new team while the separate breakup case still heads to trial in March. https://twitter.com/i/web/status/2001402949852106808 https://twitter.com/i/web/status/2001402949852106808" [X Link](https://x.com/wallstengine/status/2001402949852106808) 2025-12-17T21:23Z 125K followers, [----] engagements "Reuters: FTC has opened a probe into Instacarts $CART pricing sending a civil investigative demand over how it lists prices in its app. A recent study found the same items at the same partner supermarkets can cost about 7% more on Instacart adding up to over $1000 a year. Instacart says retailers not Instacart set the prices shown in the app. https://twitter.com/i/web/status/2001439552809144794 https://twitter.com/i/web/status/2001439552809144794" [X Link](https://x.com/wallstengine/status/2001439552809144794) 2025-12-17T23:49Z 124.8K followers, [----] engagements "Birkenstock $BIRK shares are falling after the company guided FY26 BELOW expectations w/ revenue seen at 2.302.35B vs 2.39B est and adj. EBITDA at least 700M vs 757.8M citing tariff pressure & a [---] bps hit to margin (FY26 GM guided to 57%57.5% vs 59.1% last year)" [X Link](https://x.com/wallstengine/status/2001623068314341594) 2025-12-18T11:58Z 125K followers, [----] engagements "Cognizant $CTSH said it signed a multi-year AI partnership with Microsoft to co-build and jointly sell enterprise AI solutions across sectors like financial services healthcare retail and manufacturing" [X Link](https://x.com/wallstengine/status/2001657019795902820) 2025-12-18T14:13Z 125.6K followers, [----] engagements "Dynatrace $DT said it expanded its Google Cloud partnership and is a launch partner for Gemini CLI extensions and Gemini Enterprise adding a Dynatrace Gemini CLI Extension for terminal-based observability and root-cause analysis and enabling AI agents to connect to Dynatrace via Googles A2A protocol. https://twitter.com/i/web/status/2001657283194032228 https://twitter.com/i/web/status/2001657283194032228" [X Link](https://x.com/wallstengine/status/2001657283194032228) 2025-12-18T14:14Z 124.6K followers, [----] engagements "KeyBanc Starts $LUNR at Overweight PT $20 Analyst comments: "Front-runner in the NASA Lunar Terrain Vehicle (LTV) award; scalable lunar-services opportunity emerging. The shutdown pushed NASA award timing. The Lanteris acquisition adds satellite manufacturing plus data/defense growth. Pro forma backlog nearing $1B. Valuation is near the low end due to partial mission outcomes but we have high confidence in IM-3 improvements. Shares trade at 3.4x price-to-sales vs. 25x history; our $20 PT implies 6.3x." Analyst: Michael Leshock https://twitter.com/i/web/status/2001765585466855511" [X Link](https://x.com/wallstengine/status/2001765585466855511) 2025-12-18T21:24Z 124.5K followers, 26.3K engagements "Lamb Weston $LW down 25% today despite reaffirming sales outlook as mgmt flagged profit pressure from discounting + higher intl manufacturing costs and guided FY EBITDA toward the midpoint of $1.0B$1.2B vs $1.17B Street. FY26 rev guide $6.35B$6.55B (cons $6.52B)" [X Link](https://x.com/wallstengine/status/2002068608600715499) 2025-12-19T17:28Z 124.8K followers, [----] engagements "Clearwater Analytics $CWAM is being taken private in an $8.4B deal (including debt) led by Permira and Warburg Pincus with Francisco Partners and Temasek also participating. Shareholders get $24.55/share cash. Deal is targeted to close in 1H26 & includes a go-shop through Jan. [--] [----]. https://twitter.com/i/web/status/2003054552912937248 https://twitter.com/i/web/status/2003054552912937248" [X Link](https://x.com/wallstengine/status/2003054552912937248) 2025-12-22T10:46Z 125.4K followers, 14.8K engagements "Fiserv $FISV is expanding its partnership with Mastercard $MA to roll out Mastercards Agent Pay Acceptance Framework at scale enabling AI agents to make purchases using tokenization authentication and fraud controls" [X Link](https://x.com/wallstengine/status/2003106121708675226) 2025-12-22T14:11Z 124.1K followers, [----] engagements "Dominion Energy $D says Interiors 90-day pause of its 2600MW Coastal Virginia Offshore Wind project threatens grid reliability for Virginia including military bases and data centers. Dominion says the site is [----] miles offshore coordinated with the military for 10+ years and is months from producing power. https://twitter.com/i/web/status/2003136293816205536 https://twitter.com/i/web/status/2003136293816205536" [X Link](https://x.com/wallstengine/status/2003136293816205536) 2025-12-22T16:11Z 124.1K followers, 12.2K engagements "Raymond James on $DOCS (Strong Buy PT $65): "We reiterate our Strong Buy rating on Doximity after sitting down with Co-founder and CEO Jeff Tangney earlier this month as we gained a better appreciation for both the companys core values and competitive differentiation. While Doximity has consistently voiced a physicians-first ethos we think management's commitment to that north star will become an increasingly important distinction as AI usage proliferates. This is true not only in terms of physician trust and values but also in gaining traction with 300+ large health systems that cover 45%+" [X Link](https://x.com/wallstengine/status/2005580646811623630) 2025-12-29T10:04Z 124.6K followers, [----] engagements "TeraWulf $WULF said its JV subsidiary Flash Compute closed a $1.3B private offering of 7.250% senior secured notes due Dec. [--] [----] issued at par to help fund construction of the Abernathy Texas HPC data center campus" [X Link](https://x.com/wallstengine/status/2005750679869296831) 2025-12-29T21:20Z 125.5K followers, 12K engagements "Top [--] U.S. IPOs in December by returns: $FJET +245% $ANDG +55% $MDLN +40% STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk" [X Link](https://x.com/wallstengine/status/2006069440212001246) 2025-12-30T18:26Z 125.7K followers, 14.1K engagements "$NVDA Partner Hon Hai (Foxconn) reported December revenue of NT$862.82B up 31.8% YoY. Q4 revenue was NT$2.6T versus about NT$2.4T expected with AI server demand contributing. Note: They are expanding AI server production in the U.S. adding capacity in Wisconsin and Texas" [X Link](https://x.com/wallstengine/status/2008098452342034703) 2026-01-05T08:49Z 125K followers, 13.2K engagements "Piper Sandler Upgrades $FFIV to Overweight from Neutral Raises PT to $295 from $277 Analyst comments: "Shares are down 22% since the announced breach in October and the FY26 guidance miss on the fiscal 4Q call. With the 'Year of Refresh' upon usamplified for F5 given the end-of-support for more than 50% of legacy systems this year AI modernizations and eventual software re-acceleration given renewal timingthere was a building narrative for F5 before the breach. While we expect the breach may have some impact our initial fiscal 1Q26 channel checks SuperComputing and management commentary" [X Link](https://x.com/wallstengine/status/2008102338557546910) 2026-01-05T09:04Z 124.7K followers, [----] engagements "Barclays Upgrades $OSCR to Equalweight from Underweight Raises PT to $18 from $13 Analyst comments: "Alongside of this we believe OSCR is also priced attractively and the market is currently over-discounting the negative outcomes from expiring subsidies (OSCR -13% in December vs. S&P flat). Our pricing analysis shows healthy rate increases consistent with the market (+28%) paired with leading competitive positioning. However larger swings in relative positioning and a lower absolute rate increase the range of outcomes and temper the outlook. At sub-$15 we believe the risk -reward is more" [X Link](https://x.com/wallstengine/status/2008120643892744691) 2026-01-05T10:17Z 124.8K followers, 38.4K engagements "Honda $HMC signed an MOU with Princeton NuEnergy to work on lithium-ion battery recycling building on validation work since 2022" [X Link](https://x.com/wallstengine/status/2008164076510409204) 2026-01-05T13:10Z 125K followers, [----] engagements "Allegro $ALGM launched its Power-Thru SiC gate driver chipset for 800V power designs in AI data centers EVs and clean energy. Its designed to eliminate external isolated bias supplies cut BOM/footprint and improve noise performance. Allegro says it reduces common-mode capacitance up to 15x and improves EMI by 20dB vs a competitor. https://twitter.com/i/web/status/2008198895885819930 https://twitter.com/i/web/status/2008198895885819930" [X Link](https://x.com/wallstengine/status/2008198895885819930) 2026-01-05T15:28Z 124.8K followers, [----] engagements "Veeva $VEEV board approved a $2B Class A share repurchase program. Runs [--] years and can be executed via open market private deals or 10b5-1 plans. CFO Brian Van Wagener cited robust cash generation and financial outperformance" [X Link](https://x.com/wallstengine/status/2008292658452500875) 2026-01-05T21:40Z 125.5K followers, [----] engagements "$NVDA says its targeting a robotaxi launch with a partner as soon as [----] using Level [--] autonomous vehicles in limited pre-defined areas. Nvidia didnt name the partner or launch market yet" [X Link](https://x.com/wallstengine/status/2008301354297798919) 2026-01-05T22:15Z 124.2K followers, 145.9K engagements "UBS Downgrades $SG to Neutral from Buy PT $7.50 Analyst comments: "We are downgrading SG from Buy to Neutral given: (1) our expectation that store traffic and sales will take time to inflect positively as macro pressures are likely to persist into [----] and key customer cohorts are likely to remain challenged (i.e. younger consumers); (2) slower net unit growth cadence at least in [----] as management shifts focus toward capital preservation and investment to improve same-store sales across the existing system; and (3) pressured margins due to sales deleverage. We believe SG could see greater" [X Link](https://x.com/wallstengine/status/2008468115919913284) 2026-01-06T09:18Z 125.5K followers, [----] engagements "$PCAR $CMI $ALSN $ETN Morgan Stanley: "December ACT Class [--] orders came in at 42.7k units +16% YoY +118% MoM. Class [--] orders increased YoY for the first time all year significantly beating expectations and suggesting upside to [----] market outlooks" [X Link](https://x.com/wallstengine/status/2008477582178832731) 2026-01-06T09:55Z 125.7K followers, [----] engagements "William Blair Upgrades $MDT to Outperform from Market Perform Analyst comments: "As we head into the new year we are taking a fresh look at some of our ratings which leads us to our upgrade of Medtronic to an Outperform rating. Our long-time Market Perform rating hinged on a business that was too large and not differentiated enough to durably hit its goals of delivering consistent high-single-digit EPS growth. Exiting calendar [----] Medtronic is ramping up several new products with many more in the pipeline. At the same time the company is moving forward with the planned spin-off of its" [X Link](https://x.com/wallstengine/status/2008481256842162639) 2026-01-06T10:10Z 124.7K followers, [----] engagements "BofA Securities Downgrades $ULCC to Underperform from Neutral Lowers PT to $4 from $5 Analyst comments: "Capacity: Our 4Q25 capacity forecast of +0.5% is maintained remaining slightly above consensus of +0.2% and in line with current schedules. Capacity expectations for [----] also remain unchanged with +8.0% growth anticipated as ULCCs utilization increases. Growth is expected to resume in 2Q26 as we see 1Q26 capacity down -1.0% consistent with current schedules. This compares with consensus expectations of -0.7% in 1Q26 and +7.0% for the full year. Revenues: We adjust our 4Q25 unit revenue" [X Link](https://x.com/wallstengine/status/2008498606282862735) 2026-01-06T11:19Z 125.5K followers, [----] engagements "Deutsche Bank Initiates Coverage on $DLR and $EQIX with Buy Rating and PT of $180 and $915 respectively. Analyst comments: "We are constructive on both Digital Realty and Equinix as major beneficiaries of (1) the continued expansion of the digital economy broadly and (2) the emergence of AI as a potential driver of meaningfully higher demand for digital infrastructure over time. Digital Realty (Buy $180) is our top pick based on strong thematic tailwinds around AI with upside from lease renewals and a robust pipeline of capacity which should lead to sustainable double-digit returns" [X Link](https://x.com/wallstengine/status/2008518251962421531) 2026-01-06T12:37Z 125.3K followers, [----] engagements "Baird Upgrades $AMCR to Outperform from Neutral PT $10 Analyst comments: "While a combination of (1) sluggish core volumes over the past three years and (2) higher balance sheet leverage following the acquisition of Berry Global has weighed on the valuation multiple of Amcor we believe that self-improvement dynamics are nonetheless supportive of earnings growth and cash-flow-led balance sheet deleveraging supporting our upgrade to Outperform (from Neutral)." Analyst: Ghansham Panjabi https://twitter.com/i/web/status/2008851245138882568 https://twitter.com/i/web/status/2008851245138882568" [X Link](https://x.com/wallstengine/status/2008851245138882568) 2026-01-07T10:40Z 124.7K followers, [----] engagements "BofA Double Upgrades $REGN to Buy from Underperform Raises PT to $860 from $627 Analyst comments: "Our bullish view is driven by multiple factors: (1) our prior Underperform thesis around Eylea SD has played out in our view as consensus estimates have come down; (2) we are more bullish on Eylea HDs potential in light of multiple label updates and we are now meaningfully higher versus consensus; (3) potential for further upside from Dupixent (shared with Sanofi); (4) potential upside from the pipeline in [----] including the Phase [--] fianlimab (LAG-3) melanoma readout in 1H26; (5) potential for" [X Link](https://x.com/wallstengine/status/2008860095212560756) 2026-01-07T11:15Z 125.5K followers, [----] engagements "Scotiabank Downgrades $ASTS to Sector Underperform from Sector Perform PT $45.60 Analyst comments: "Without yet a single retail customer and faced with the challenge of orbiting [--] satellites to achieve continuous service in a handful of markets in late [----] or early [----] ASTSs share price at $97.60/share has once again overshot to what we see as irrational levels (market cap of $37B). Evidence of slow user adoption in the U.S. and Japan modest ARPUs and high capex (including duplicated satellites for new frequencies) means investors may have to wait until [----] or [----] for tangible equity" [X Link](https://x.com/wallstengine/status/2008870749822652609) 2026-01-07T11:58Z 125K followers, 155.9K engagements "Apollo $APO is backing a $5.4B Valor and xAI data center compute infrastructure transaction providing a $3.5B capital solution using a triple net lease financing structure" [X Link](https://x.com/wallstengine/status/2008889008345186718) 2026-01-07T13:10Z 125.9K followers, [----] engagements "Trump: Remember for all of those big NATO fans they were at 2% GDP and most werent paying their bills UNTIL I CAME ALONG. The USA was foolishly paying for them I respectfully got them to 5% GDP AND THEY PAY immediately. Everyone said that couldnt be done but it could because beyond all else they are all my friends. Without my involvement Russia would have ALL OF UKRAINE right now. Remember also I single-handedly ENDED [--] WARS and Norway a NATO Member foolishly chose not to give me the Noble Peace Prize. But that doesnt matter What does matter is that I saved Millions of Lives. RUSSIA AND CHINA" [X Link](https://x.com/wallstengine/status/2008913803954851967) 2026-01-07T14:49Z 126K followers, 11.3K engagements "ABBVIE $ABBV SAYS IT'S NOT IN TALKS TO BUY REVOLUTION MEDICINES $RVMD" [X Link](https://x.com/wallstengine/status/2009008762145865774) 2026-01-07T21:06Z 124.7K followers, [----] engagements "Piper Sandler (Alexander Potter) upgrades: $F: Neutral Overweight PT $16 $APTV: Neutral Overweight PT $103 $STLA: Neutral Overweight PT $15 $GM: Neutral Overweight PT $98" [X Link](https://x.com/wallstengine/status/2009199551165657387) 2026-01-08T09:44Z 125K followers, [----] engagements "Wolfe Research Downgrades $TOST to Peerperform from Outperform Analyst comments: "While we continue to appreciate TOSTs enhanced execution and best-in-class restaurant offerings we are downgrading shares to Peerperform. We see the company entering [----] with healthy momentum driven by continued penetration of the core and increasing contributions from the new TAMs. That said competition in the restaurant POS space continues to increase as peers invest in tech and GTM. TOST is actively investing to solidify its market leadership likely leading to less margin expansion in [----] (though this could" [X Link](https://x.com/wallstengine/status/2009202598658863578) 2026-01-08T09:56Z 125.7K followers, [----] engagements "Wolfe Research Upgrades $ELV to Outperform from Peerperform Announces PT to $425 Analyst comments: "We see a compelling path forward for ELV following what we expect will be conservatively biased [----] guidancemore on the guide belowwhen the company reports Q425 results on 1/28. In particular our [----] estimate likely marks a bottom in the numbers which as seen with both CVS and UNH is the first step in improving sentiment. From there the story should be about potential upside drivers which include Medicare Advantage in the near term Exchanges in [----] and $11+ of untapped earnings power in the" [X Link](https://x.com/wallstengine/status/2009202715638046896) 2026-01-08T09:57Z 124.1K followers, [----] engagements "$HELE Q3'26 Earnings Highlights 🔹 Revenue: $512.8M (Est. $502.42M) 🟢 🔹 EPS: $1.71 (Est. $1.69) 🟢 FY26 Outlook: 🔹 Revenue: $1.76B$1.77B (Est. $1.76B) 🟡 🔹 EPS: $3.25$3.75 (Est. $4.02) 🔴" [X Link](https://x.com/wallstengine/status/2009234422860812571) 2026-01-08T12:03Z 125.9K followers, [----] engagements "AtaiBeckley $ATAI set [----] milestones ahead of JPM: BPL-003 TRD Phase [--] guidance in Q126 and planned Phase [--] start in Q226 after FDA End-of-Phase [--]. VLS-01 (DMT buccal film) Phase [--] topline due H226. EMP-01 (oral R-MDMA) Phase 2a topline due Q126. Runway expected into 2029" [X Link](https://x.com/wallstengine/status/2009235289655660638) 2026-01-08T12:06Z 124.6K followers, [----] engagements "Barclays Upgrades $PGR to Overweight from Equalweight Raises PT to $265 from $257 Analyst comments: "Personal Lines: Turning to personal lines underwriting while our view was relatively unfavorable in [----] we see improvement relative to commercial underwriters this year. Competitive market headwinds are now better understood growth expectations more accurately reflect pricing dynamics and valuations have adjusted in anticipation of competition. As a result we adopt a more neutral industry outlook and upgrade Progressive (PGR) to Overweight. We believe PGRs recent rate decreases could support" [X Link](https://x.com/wallstengine/status/2009244271807795492) 2026-01-08T12:42Z 124.3K followers, [----] engagements "Baird Upgrades $GNRC to Outperform from Neutral Lowers PT to $199.00 from $215.00 Analyst comments: "GNRC has a variety of unique catalysts ahead with the C&I diesel genset opportunity (a meaningful estimate catalyst) reduction of the residential clean energy EBITDA drag (directionally in its control) cyclical green shoots in core C&I and bottomed core HSB dynamics (2H26 easy comps/normalization potential). Combined with weak trading action (-25% off 2H25 peak vs. S&P +7%) reasonable valuation levels (12-13x NTM EBITDA vs. 10-15x range since 2022) Marchs analyst day and muted sentiment we see" [X Link](https://x.com/wallstengine/status/2009573467524677848) 2026-01-09T10:30Z 124.7K followers, [----] engagements "JPMorgan Upgrades $LUV to Overweight from Neutral Raises PT to $60 from $36 Analyst comments: "We believe the potential for a $5 EPS guide from Southwest to be attractively probable. Such a guide would handily dwarf the $2.98 consensus for [----] as well as all prevailing individual forecasts. Granted the market may not immediately embrace a guide of this magnitude owing to Southwests somewhat checkered guidance history which we believe lies at the root of its decision to embrace the more streamlined EPS format. However even a sub-$5 sellside/buyside embrace coupled with static valuation" [X Link](https://x.com/wallstengine/status/2009586460471755194) 2026-01-09T11:22Z 124.7K followers, [----] engagements "KeyBanc Reiterates $BROS at Overweight PT $77 Analyst comments: "Overall we believe investors generally agreed with our view that Dutch Bros is among the cleanest restaurant stories for [----] with clearly defined idiosyncratic drivers. Surprisingly valuation rarely came up in our conversations if at all as we think bulls are looking for top-line momentum to drive stock outperformance even following a year when BROS posted the best performance among the restaurants group (+17% in [----] vs. our broader restaurants coverage -3% on a market cap-weighted basis and the S&P [---] of +16%). While still" [X Link](https://x.com/wallstengine/status/2009611703617716365) 2026-01-09T13:02Z 125.6K followers, [----] engagements "Morgan Stanley Upgrades $AKAM to Overweight from Underweight Raises PT to $115 from $83 Analyst comments: "Double-upgrade to Overweight from Underweight on brighter growth prospects and attractive valuation. Despite an aggressive strategy to evolve the company from a content delivery company to a cloud infrastructure and security business overall revenue growth since coming out of the pandemic has been stuck in the +45% range with EPS growing at a similar CAGR since [----]. While we believed there was merit to the long-term strategy our prior Underweight rating was based on the view that" [X Link](https://x.com/wallstengine/status/2010659802456662391) 2026-01-12T10:27Z 124.1K followers, [----] engagements "$FIVE said holiday sales (Nov [--] to Jan 3) were $1.47B up 23.2% y/y with comps up 14.5%. It RAISED Q4 outlook to about $1.71B revenue and $3.93$3.98 EPS and RAISED FY25 guidance to about $4.75B revenue and $6.10$6.15 EPS" [X Link](https://x.com/wallstengine/status/2010686151271621006) 2026-01-12T12:11Z 125.3K followers, [----] engagements "Duolingo said CFO Matt Skaruppa is stepping down after nearly [--] years. Board member Gillian Munson a former finance exec at Vimeo will take over as CFO. $DUOL also posted prelim Q4 metrics: DAU up about 30% YoY and bookings of $329.5M to $335.5M vs a $334.2M estimate" [X Link](https://x.com/wallstengine/status/2010692104495005966) 2026-01-12T12:35Z 124.8K followers, 45.2K engagements "President Trump said large U.S. tech companies should pay their own way for rising electricity costs tied to data centers singling out Microsoft $MSFT as first up and saying his administration will announce major changes this week" [X Link](https://x.com/wallstengine/status/2010874322714529830) 2026-01-13T00:39Z 125K followers, 25K engagements "Chinese EVs shares jumped after the EU said its weighing a minimum price system to replace tariffs on China made EVs (duties set in [----] up to 35%). Exporters would propose minimum prices volume limits and EU investment plans. $XPEV $NIO $BYD" [X Link](https://x.com/wallstengine/status/2010980089891274963) 2026-01-13T07:39Z 124K followers, [----] engagements "Jefferies Downgrades $LYV to Hold from Buy Lowers PT to $155 from $161 Analyst comments: "The primary reason for our change on Live nation is a challenging growth outlook for FY26 in North America. More specifically we forecast North America fans up just 1% y/y (vs. FY25's down 4%) with total Concert and Ticketing revenue up 7% and 3% y/y (vs. FY25's +9% and +2%) respectively with international growth outpacing domestic leading to a mix-shift headwind. We also observe a pricing mix shift to the primary vs. secondary as strategically sound although it limits growth. Additionally we had" [X Link](https://x.com/wallstengine/status/2011006681489051893) 2026-01-13T09:25Z 125.7K followers, [----] engagements "Daiwa Securities Downgrades $PYPL to Neutral (3) from Outperform (2) Lowers PT to $61 from $77 Analyst comments: "We lower our rating on PayPal Holdings from [--] (Outperform) to [--] (Neutral) and set our 12-month target price at $61 which equates to just over 10x our FY26 EPS estimate. In our view the firm should be able to achieve EPS growth of at least 10% through FY27 with its shift toward a profit-focused management approach bearing fruit. However concerns about a decline in PayPals market share have strengthened and we think valuations will remain at depressed levels until growth in total" [X Link](https://x.com/wallstengine/status/2011011522768629888) 2026-01-13T09:44Z 125K followers, [----] engagements "$VELO signed a CRADA with the U.S. Armys DEVCOM GVSC to rapidly develop and qualify 3D printed metal parts to help fix ground vehicle supply chain bottlenecks. If prototypes qualify the Army can insert Velo3D-made alternatives into the supply chain. Velo3D says its U.S.-assembled Sapphire printers can print up to 600mm diameter and 1m tall parts and meet DoD cybersecurity standards. https://twitter.com/i/web/status/2011076857102549088 https://twitter.com/i/web/status/2011076857102549088" [X Link](https://x.com/wallstengine/status/2011076857102549088) 2026-01-13T14:04Z 124.5K followers, [----] engagements "Intuitive Machines $LUNR closed its $800M deal for Lanteris Space Systems (formerly Maxar Space Systems) paying $450M cash and $350M in stock. This adds flight-proven satellite manufacturing at scale with Lanteris building platforms used for missile warning ISR Earth observation and space domain awareness across LEO MEO and GEO. https://twitter.com/i/web/status/2011079852221481070 https://twitter.com/i/web/status/2011079852221481070" [X Link](https://x.com/wallstengine/status/2011079852221481070) 2026-01-13T14:16Z 125.7K followers, [----] engagements "Goldmans [----] setup for Business & Info Services is AI separates the winners from the replaceable. They call out $FICO Moodys $MCO MSCI S&P Global $SPGI Reuters $TRI and Verisk $VRSK as best positioned because they sit on proprietary data and sticky workflows with pricing power and moats. On the other side they flag FactSet $FDS H&R Block $HRB and Robert Half $RHI as higher disintermediation risk from AI since the models can automate more of what they sell and they lack the same data advantages. Top [----] Buy-rated picks they highlight: $BFAM $FICO $IRM $SPGI $TRI." [X Link](https://x.com/wallstengine/status/2011384688825258412) 2026-01-14T10:27Z 124.8K followers, 19.7K engagements "TD Cowen (Bill Katz): Downgraded $SF $KKR $BLK to Hold; upgraded $CME to Buy" [X Link](https://x.com/wallstengine/status/2011388153937248551) 2026-01-14T10:41Z 125K followers, [----] engagements "Deutsche Bank Highlights $INSW and $STNG as Favorite Tanker Plays; $SBLK and $GNK as Preferred Dry Bulk Plays "Geopolitical disruptions have significantly influenced tonne-mile demand over the past several years. Generally the maritime shipping industry benefits when there is greater inefficiency in trade routes (all else equal). When owners can't (or choose not to) utilize the shortest and most direct routes this generally results in longer sailing distances and a reduction in the effective supply of vessels due to increased transit times. This can also take the form of slower sailing speeds" [X Link](https://x.com/wallstengine/status/2011412252638003645) 2026-01-14T12:17Z 125.7K followers, [----] engagements "QuickLogic $QUIK says it got its first orders for its radiation-hardened FPGA Development Kit which includes SRH FPGA test chips built on GlobalFoundries 12nm process. Shipments are expected in late Q1 [----]. The company says the test chips were self-funded last year and are aimed at Defense Industrial Base programs already in development as it tries to win discrete rad-hard FPGA designs and embedded SRH FPGA IP in ASICs. https://twitter.com/i/web/status/2011413187229557193 https://twitter.com/i/web/status/2011413187229557193" [X Link](https://x.com/wallstengine/status/2011413187229557193) 2026-01-14T12:20Z 125.6K followers, [----] engagements "$KULR landed a [--] year preferred battery supply deal with Caban Energy that the company estimates at about $30M of total revenue starting in [----]. The agreement also includes KULR acquiring Cabans manufacturing assets in Plano Texas which should help expand domestic production capacity for telecom fiber and data center backup power demand. https://twitter.com/i/web/status/2011433714417623201 https://twitter.com/i/web/status/2011433714417623201" [X Link](https://x.com/wallstengine/status/2011433714417623201) 2026-01-14T13:42Z 124.7K followers, [----] engagements "$TSM TSMC Q425 Detailed Earnings Highlights: 🔹 Revenue: $33.73B (Est. $33.3B) 🟢; +25.5% YoY; +1.9% QoQ 🔹 Gross Margin: 62.3% (Est. 60.5%) 🟢 🔹 Oper Margin: 54.0% (Prior: 49%51%) 🟢 🔹 Net Profit: $16.30B (Est. $15.2B) 🟢 FY26 CapEx mix: 🔹 CapEx: $52$56B (vs $40.9B in FY25 Est. $48B) 🟢 🔹 70%80% advanced node; 🔹 10% specialty; 🔹 10%20% advanced packaging /testing /mask/others Q126 Guidance 🔹 Revenue: $34.6$35.8B (Est $33.2B) 🟢; +4% QoQ; +38% YoY 🔹 Gross Margin: 63%65% (Est 59.6%) 🟢 🔹 Operating Margin: 54%56% (Est 50.0%) 🟢 🔹 Assumed FX (for guide): $1 = [----] 🔹 Tax rate: 16% in" [X Link](https://x.com/wallstengine/status/2011721632684130306) 2026-01-15T08:46Z 124.8K followers, 98.4K engagements "DLocal $DLO says its ramping Asia in [----] with plans for dozens of hires and an Asia-based senior leader aiming to lift Asia from single-digit share of TPV to at least 30% over the next [--] to [--] years per CEO Arnt. He said no Asia M&A is in the pipeline but expects to close AZA Finance in [----]. https://twitter.com/i/web/status/2011733453952417927 https://twitter.com/i/web/status/2011733453952417927" [X Link](https://x.com/wallstengine/status/2011733453952417927) 2026-01-15T09:33Z 125.4K followers, 11.1K engagements "UBS Upgrades $ENTG to Buy from Neutral Raises PT to $145 from $90 Analyst comments: "We expect a broader MSI recovery along with several technology inflections in C2026 to materially benefit ENTG including: 1) the ramp of N2 at TSMC 2) broader adoption of Molybdenum (Moly) in the NAND metallization stack and 3) a more meaningful flow-through of leading edge AI wafer starts where ENTG is most levered. As a result we model revenue growth of 10%/11% across C2026/2027 predicated on [---] bps of annual outperformance vs its underlying market (comprising 75% MSI and 25% Semi Capex). Relative to our" [X Link](https://x.com/wallstengine/status/2011735812568994298) 2026-01-15T09:42Z 125K followers, [----] engagements "TSMC Income Statement Visualization by @EconomyApp" [X Link](https://x.com/wallstengine/status/2011745524148551957) 2026-01-15T10:21Z 124.7K followers, [----] engagements "Boston Scientific to buy Penumbra for $374/share (EV $14.5B) 73% cash. $PEN guides FY25 revenue $1.4B (+17% to 18%) and 4Q growth 21% to 22%. $BSX expects $0.06 to $0.08 adj EPS dilution year 1; near neutral year 2" [X Link](https://x.com/wallstengine/status/2011772111401144787) 2026-01-15T12:07Z 125.6K followers, 13.5K engagements "$NVDA is investing in Harmonic a math-focused AI startup co-founded by Vlad Tenev as part of a $120M Series C that values the company at $1.45B" [X Link](https://x.com/wallstengine/status/2011777358286766501) 2026-01-15T12:27Z 124.8K followers, 34.3K engagements "$CART shares are moving lower after Kroger $KR says nearly [----] of its stores are now available for grocery delivery across $UBER Eats Uber and Postmates nationwide" [X Link](https://x.com/wallstengine/status/2011814048996999345) 2026-01-15T14:53Z 125.6K followers, [----] engagements "$NOVT $TER Bloomberg reports OpenAI is asking for proposals from US-based manufacturers as it ramps up plans across consumer devices robotics and US data centers. The RFPs call out components like silicon motors packaging materials and data center cooling gear though OpenAI didnt disclose a budget or timeline. https://twitter.com/i/web/status/2011832859313811586 https://twitter.com/i/web/status/2011832859313811586" [X Link](https://x.com/wallstengine/status/2011832859313811586) 2026-01-15T16:08Z 125.6K followers, [----] engagements "EQUINOR $EQNR WINS RULING TO RESUME US WIND PROJECT HALTED BY TRUMP" [X Link](https://x.com/wallstengine/status/2011840016734175419) 2026-01-15T16:36Z 125K followers, [----] engagements "Bloomberg: Coterra $CTRA is reportedly considering a combination with Devon $DVN but talks are ongoing and a deal isnt certain" [X Link](https://x.com/wallstengine/status/2011856371335975105) 2026-01-15T17:41Z 124.6K followers, [----] engagements "Global corporate bond spreads hit [----] tights. Bloombergs global credit index shows OAS at [---] bps lowest since June [----]. Junk spreads are near 2-decade lows. Issuance is heavy too: about $435B in the first half of Jan. Aberdeen and Pimco warn complacency" [X Link](https://x.com/wallstengine/status/2012105410380288321) 2026-01-16T10:11Z 125.4K followers, [----] engagements "Barclays Downgrades $HPQ to Underweight from Equalweight Lowers PT to $18 from $24 Analyst comments: "While we see the stock as inexpensive (7x P/E) we believe secular challenges across both PCs and Printing combined with a lack of catalyst will cause the stock to remain pressured in [----]. Additionally we expect the current memory cycle to pressure HPQs PC business (30% of Personal Systems is Consumer) with further downside potential in the year. We lower our PT to $18 (from $24) on a 6x (down from 8x) P/E multiple on our FY27 EPS estimate of $3.03 (unchanged). We view 6x as reasonable given" [X Link](https://x.com/wallstengine/status/2012113112108044561) 2026-01-16T10:42Z 124.1K followers, [----] engagements "Deutsche Bank Downgrades $FOUR to Hold from Buy Lowers PT to $65 from $100 Analyst comments: "While FOUR has presented a compelling growth story centered on its end-to-end (E2E) payment ecosystem and differentiated M&A strategy we see several challenges in the near-term. The primary driver of our downgrade to Hold centers around the sustainability of FOURs organic growth. While we commend the companys incremental disclosures with 3Q25 earnings (18% Y/Y organic in the quarter) we worry that the implied organic growth in 4Q25 will be a step-down to the mid-teens (below the companys high-teens" [X Link](https://x.com/wallstengine/status/2012115569172988053) 2026-01-16T10:51Z 124.8K followers, 20.6K engagements "Morgan Stanley Downgrades $MGM to Underweight from Equalweight Lowers PT to $33 from $40 Analyst comments: "We are downgrading the stock as we expect the following factors to drive downside to consensus estimates which are unlikely to drive a positive valuation re-rating: 1) Vegas trends likely remain challenged post 1Q amidst a 'reversion to the mean' on demand plus MGM will face a combination of disruption from renovations at Aria and new supply from Hard Rock in 2027; 2) share loss in Macau as LVS ramps up investment in promotions/generosity; and 3) muted share trends in U.S. OSB/iGaming." [X Link](https://x.com/wallstengine/status/2012117355141509576) 2026-01-16T10:58Z 125.4K followers, [----] engagements "Morgan Stanley Downgrades $KHC to Underweight from Equalweight Lowers PT to $24 from $27 Analyst comments: "We are downgrading KHC to Underweight as our analysis suggests the company is among the most exposed within our coverage to emerging competitive pressures that reduce visibility to a sustainable topline and margin recovery which are not fully reflected in consensus expectations. While we previously moved to Equalweight from Underweight on the view that our downside thesis had largely played out and estimates had reset more recent trends point to a renewed step-up in competitive" [X Link](https://x.com/wallstengine/status/2012117359545442548) 2026-01-16T10:58Z 124.7K followers, [----] engagements "Morgan Stanley Downgrades $SJM to Equalweight from Overweight Lowers PT to $105 from $115 Analyst comments: "We are downgrading SJM to Equalweight from Overweight following a period of solid relative outperformance (1260 bps over the LTM vs. center-store peers) and our analysis suggesting the potential for emerging competitive risks over the NTM. Our prior OW thesis was based on the view that SJM was well positioned to deliver attractive organic sales growth relative to center-of-store peers and that valuation was too low. While we still believe SJM is positioned to outperform peers on OSG" [X Link](https://x.com/wallstengine/status/2012117363727171598) 2026-01-16T10:58Z 124.4K followers, [----] engagements "Daqo $DQ said its main subsidiary Xinjiang Daqo preliminarily expects a FY2025 net loss of RMB 1.0B to 1.3B vs RMB 2.7B loss in [----] (PRC GAAP). Daqo owns 72.8%" [X Link](https://x.com/wallstengine/status/2012120625360605370) 2026-01-16T11:11Z 125.7K followers, [----] engagements "JB Hunt $JBHT is trading lower even after a 4Q25 EPS beat at $1.90 vs $1.80 Street because the tone on pricing was cautious. The upside was mostly Intermodal while Dedicated and ICS came in softer on EBIT. There is little clear big pricing opportunity in [----] and most customers treated the late [----] rate spike as seasonal. Cost cuts were a bright spot: $25M saved in 4Q with the annualized run rate already over the $100M target laid out in July plus $140M of buybacks in 4Q and $923M for the year. https://twitter.com/i/web/status/2012126398060880286" [X Link](https://x.com/wallstengine/status/2012126398060880286) 2026-01-16T11:34Z 125.4K followers, [----] engagements "Stifels take on $ADI is that its a high-performance analog/mixed-signal powerhouse and the leading challenger to $TXN built to hold up better when macro gets choppy. They point to roughly 87% of sales coming from B2B a smaller consumer piece thats been rebuilt to be more B2B-like and higher margin self help from Maxim cross-selling and cost synergies and a hybrid manufacturing model with flex capacity they see eventually reaching 70% revenue flex potential. https://twitter.com/i/web/status/2012140641166221470 https://twitter.com/i/web/status/2012140641166221470" [X Link](https://x.com/wallstengine/status/2012140641166221470) 2026-01-16T12:31Z 124.1K followers, 12.3K engagements "Jefferies: Trump + PJM governors backing an emergency PJM "backstop" capacity auction. They call it a negative shock for power as intervention could pressure existing contracts. $GEV seen best winner; positives $NRG $PPL $NEE $PRIM $PWR $WMB; risks $CEG $TLN $VST $CPX" [X Link](https://x.com/wallstengine/status/2012178556122743121) 2026-01-16T15:02Z 125.3K followers, 14K engagements "Morgan Stanley Downgrades $PLD to Equalweight from Overweight Raises PT to $135 from $120 Analyst comments: "We raise Prologis price target by 12.5% to $135 and downgrade to Equalweight on valuation. Potential improvement in same-store net operating income growth and capital deployment in traditional industrial centers as well as data centers may already be factored into consensus estimates in our view. Indeed the resiliency of the core industrial business and the potential upside from monetizing data center development may now be well understood by investors. Our price target is consistent" [X Link](https://x.com/wallstengine/status/2012245494035316898) 2026-01-16T19:28Z 124.5K followers, [----] engagements "WSJ says Beyond Meat $BYND is testing a fruit-flavored carbonated PROTEIN DRINK line called Beyond Immerse sold in limited runs through its online test kitchen as demand for plant-based meat keeps cooling" [X Link](https://x.com/wallstengine/status/2012249912725918020) 2026-01-16T19:45Z 125.5K followers, [----] engagements "DraftKing $DKNG and Flutter $FLUT are having their worst day in [--] months after New York online sportsbook revenue fell 40% YoY for the week ended Jan. 11" [X Link](https://x.com/wallstengine/status/2012254077158117616) 2026-01-16T20:02Z 124.7K followers, 21.5K engagements "Elon Musk is seeking $79B to $134B in damages from OpenAI and Microsoft arguing he was defrauded of about $38M in [----] seed funding and is owed a share tied to OpenAIs roughly $500B valuation. Jury trial is set for April in Oakland CA" [X Link](https://x.com/wallstengine/status/2012559812173680737) 2026-01-17T16:17Z 125K followers, 12.5K engagements "US Treasury Secretary Bessent when asked if he believes the UK or EU have any financial retaliatory means the U.S. should be worried about: No" [X Link](https://x.com/wallstengine/status/2013518206250447063) 2026-01-20T07:45Z 124.7K followers, [----] engagements "$GSK agrees to buy $RAPT in a $2.2B deal paying $58/share. GSK gets global rights to ozureprubart (ex-China HK Macau Taiwan)" [X Link](https://x.com/wallstengine/status/2013538320052297760) 2026-01-20T09:05Z 124.6K followers, [----] engagements "China has expanded its probe into $PDD the company behind Temu after a reported fistfight between PDD staff and market regulators last month. More than [---] investigators from agencies including SAMR and the tax authority have been sent to PDDs Shanghai HQ looking into alleged issues ranging from fraudulent deliveries to tax matters according to people familiar. The scrutiny has reportedly slowed Lunar New Year marketing and delayed projects. https://twitter.com/i/web/status/2013542540188729513 https://twitter.com/i/web/status/2013542540188729513" [X Link](https://x.com/wallstengine/status/2013542540188729513) 2026-01-20T09:22Z 124.5K followers, 10.6K engagements "$HON $RGTI $IONQ Honeywell-backed Quantinuum is working with Morgan Stanley and JPMorgan on an IPO as soon as 1H [----]. The deal could raise $1.5B+ and value it at $15-20B versus an almost $11B post-money valuation last September" [X Link](https://x.com/wallstengine/status/2013564739545080189) 2026-01-20T10:50Z 124K followers, 21.9K engagements "TD Cowen Downgrades $WRB to Sell from Hold Lowers PT to $55 from $77 Analyst comments: "Our analysis indicates that W.R. Berkley trades at a premium relative to its current fundamentals with limited upside potential as earnings growth slows and reserve risks rise. Softer premium growth is also likely to add valuation pressure. We continue to value managements thoughtful execution but fundamentals do not seem to support the current premium valuation." Analyst: Andrew Kilgerman https://twitter.com/i/web/status/2013594470269202787 https://twitter.com/i/web/status/2013594470269202787" [X Link](https://x.com/wallstengine/status/2013594470269202787) 2026-01-20T12:48Z 125.2K followers, [----] engagements "$FSLR says the USPTO Director denied three inter partes review petitions from JinkoSolar Canadian Solar and Mundra Solar that sought to invalidate First Solars TOPCon patents" [X Link](https://x.com/wallstengine/status/2013598982727946381) 2026-01-20T13:06Z 124.7K followers, [----] engagements "Ray Dalio: The monetary order is breaking down. Fiat currencies and debt arent being held by central banks the same way. Other countries are buying gold to diversify. This happens when countries feel uncomfortable owning other countries debt & move toward hard assets" [X Link](https://x.com/wallstengine/status/2013601067771273293) 2026-01-20T13:14Z 124.7K followers, [----] engagements "QIAGEN $QGEN IS SAID TO WEIGH STRATEGIC OPTIONS AMID FRESH INTEREST" [X Link](https://x.com/wallstengine/status/2013651446290321885) 2026-01-20T16:34Z 125.3K followers, [----] engagements "Worst S&P [---] Performers Year-till-date:" [X Link](https://x.com/wallstengine/status/2013714643848699930) 2026-01-20T20:45Z 124.7K followers, 21.7K engagements "Reuters: A Shanghai district tax bureau fined $PDD Holdings about $14k for failing to submit required tax information according to Chinas Xinhua" [X Link](https://x.com/wallstengine/status/2013907319831347262) 2026-01-21T09:31Z 124.7K followers, [----] engagements "$JNJ Johnson & Johnson Q425 Earnings Highlights 🔹 Adj. EPS: $2.46 (Est. $2.44) 🟢; UP +21% YoY 🔹 Sales: $24.56B (Est. $24.15B) 🟢; UP +9% YoY 🔹 Innovative Medicine: $15.76B (Est. $15.4B) 🟢; +10% YoY 🔹 MedTech: $8.80B; UP +8% YoY FY26 Guidance 🔹 Sales: $100B to $101B (Est. $98.9B) 🟢 🔹 Adj. EPS: $11.43 to $11.63 (Est. $11.49) 🟢 🔹 Adj. Operating EPS: $11.28 to $11.48 🔹 Operating Margin outlook: 31.5% 🔹 Expects operating income growth to be stronger in 2H26 than 1H26 Other Notables 🔸 Pipeline/launch updates included CAPLYTA (MDD) RYBREVANT FASPRO + LAZCLUZE (NSCLC) and OTTAVA robotic" [X Link](https://x.com/wallstengine/status/2013936842299867498) 2026-01-21T11:28Z 124.1K followers, 19.9K engagements "$HAL Halliburton Q4 Earnings Highlights 🔹 EPS: $0.69 (Est. $0.55) 🟢 🔹 Revenue: $5.70B (Est. $5.41B) 🟢" [X Link](https://x.com/wallstengine/status/2013941726809862577) 2026-01-21T11:48Z 124.3K followers, [----] engagements "Stifel Upgrades $DDOG to Buy from Hold Lowers PT to $160 from $205 Analyst comments: "We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current" [X Link](https://x.com/wallstengine/status/2014260723149623797) 2026-01-22T08:55Z 125.1K followers, [----] engagements "South Koreas Kospi briefly hit [----] a big milestone and the Kospi [----] target President Lee Jae Myung campaigned on. The rally has pushed Koreas stock market ahead of Germany in total value with chip heavyweights Samsung and SK Hynix leading the move" [X Link](https://x.com/wallstengine/status/2014266726167511507) 2026-01-22T09:19Z 124.3K followers, 33.1K engagements "Sam Altman has been meeting Middle East investors about a new OpenAI round that could be $50B+ at a $750B to $830B valuation per people familiar" [X Link](https://x.com/wallstengine/status/2014288114219659353) 2026-01-22T10:44Z 124.8K followers, 102.8K engagements "$PG Procter & Gamble FQ226 Earnings Highlights 🔹 Organic Sales: 0% (Est. +0.54%) 🔴 🔹 Core EPS: $1.88 (Est. $1.86) 🟢; FLAT YoY 🔹 Net Sales: $22.2B; UP +1% YoY 🔹 Gross Margin: 51.2% FY26 Guidance (Maintained) 🔹 Organic Sales: 0% to +4% (Est. +1.7%) 🟡 🔹 Core EPS: $6.83 to $7.09 (Est. $6.97) 🟡 🔹 Diluted EPS growth: now +1% to +6% (cut from +3% to +9%) on higher restructuring charges 🔹 Capital return: $10B dividends + $5B buybacks; adj. FCF productivity 85%90% Cash Flow + Capital Return 🔹 Operating Cash Flow: $5.0B 🔹 Adjusted FCF productivity: 88% 🔹 Cash returned: $4.8B ($2.5B" [X Link](https://x.com/wallstengine/status/2014308053366276457) 2026-01-22T12:03Z 124.8K followers, [----] engagements "$ACMR narrowed its FY25 revenue outlook to $885M$900M (from $875M$925M) below the $908M consensus. It also initiated FY26 revenue guidance at $1.08B$1.175B versus $1.06B consensus citing stable WFE spending share gains from newer tools and higher investment in Oregon" [X Link](https://x.com/wallstengine/status/2014310256193798582) 2026-01-22T12:12Z 125K followers, [----] engagements "$INTC Intel Q425 Earnings Highlights 🔹 Adj. EPS: $0.15 (Est. $0.08) 🟢 🔹 Revenue: $13.7B (Est. $13.41B) 🟢; -4% YoY 🔹 Adj. Gross Margin: 37.9%; [----] ppts YoY Q126 Guidance 🔹 Revenue: $11.7B to $12.7B (Est. $12.56B) 🔴 🔹 Adj. EPS: $0.00 (Est. $0.05) 🔴 🔹 Adj. Gross Margin: 34.5% (Est. 36.5%) 🔴 Segment Trends (Q4 YoY) 🔹 CCG (Client): $8.2B; DOWN -7% YoY 🔹 DCAI: $4.7B; UP +9% YoY Commentary 🔸 Intel said supply is expected to be tightest in Q1 improving in Q2 and beyond and highlighted first products on Intel 18A as a milestone. https://twitter.com/i/web/status/2014444019716440559" [X Link](https://x.com/wallstengine/status/2014444019716440559) 2026-01-22T21:04Z 124.6K followers, 90.9K engagements "$ISRG Intuitive Surgical Q425 Earnings Highlights 🔹 Adj. EPS: $2.53 (Est. $2.26) 🟢 🔹 Revenue: $2.87B (Est. $2.75B) 🟢; UP +19% YoY 🔹 Procedures (da Vinci + Ion): UP 18% YoY --- (da Vinci +17% Ion +44%) 🔹 da Vinci placements: [---] (303 were da Vinci 5); installed base [-----] (+12% YoY) 🔹 Ion installed base: [---] (+24% YoY) FY26 Outlook 🔹 da Vinci procedure growth: 13% to 15% 🔹 Non-GAAP gross margin: 67%68% (includes 1.2% rev tariff impact) https://twitter.com/i/web/status/2014445330746720643 https://twitter.com/i/web/status/2014445330746720643" [X Link](https://x.com/wallstengine/status/2014445330746720643) 2026-01-22T21:09Z 125.7K followers, 15K engagements "INTEL $INTC CEO SAYS BUILDING FOUNDRY BUSINESS WILL TAKE TIME" [X Link](https://x.com/wallstengine/status/2014462296609935743) 2026-01-22T22:16Z 125.5K followers, 115.2K engagements "Deutsche Bank Upgrades $AMAT to Buy from Hold Raises PT to $390 from $275 Analyst comments: "With this note we are raising our estimates for AMAT to reflect a much more constructive wafer fab equipment (WFE) environment entering [----] and [----]. Our out-year estimates now stand 10% above Street with potential upside risk. In addition we view the companys current discount valuation to semiconductor capital equipment peers as overdone and see potential for this valuation gap to shrink going forward." Analyst: Melissa Weathers https://twitter.com/i/web/status/2014638942541512949" [X Link](https://x.com/wallstengine/status/2014638942541512949) 2026-01-23T09:58Z 124K followers, 11.8K engagements "TD Cowen Upgrades $FTNT to Buy from Hold Maintains PT at $100 Analyst comments: "Upgrade FTNT to Buy based on 1) solid checks suggesting stability as FY26 unfolds 2) while keeping our model intact we see upside to our 4Q25 billings/revenue estimates (11.6%/13.3% y/y) and see our FY26 billings estimate of 11.6% revised higher on stable spending as AI is not eating security software but rather augmenting it and 3) valuation at sub-7x EV/FY27 revenue versus potential low- to mid-teens FY26 growth looks reasonable." Analyst: Shaul Eyal https://twitter.com/i/web/status/2014650468853809457" [X Link](https://x.com/wallstengine/status/2014650468853809457) 2026-01-23T10:44Z 124.5K followers, [----] engagements "China has cleared Alibaba Tencent and ByteDance to start prepping Nvidia $NVDA H200 purchase requests. - BBG" [X Link](https://x.com/wallstengine/status/2014656024301732012) 2026-01-23T11:06Z 124.6K followers, 85.2K engagements "CITIGROUP $C TO LAY OFF MORE EMPLOYEES IN MARCH - REUTERS" [X Link](https://x.com/wallstengine/status/2014662289342005490) 2026-01-23T11:31Z 124.2K followers, 10.2K engagements "Affirm $AFRM applied for a Nevada industrial loan company charter filing with the state regulator & the FDIC. If approved it would give Affirm a bank subsidiary and expand its ability to offer banking services alongside its BNPL lending. Source: Bloomberg" [X Link](https://x.com/wallstengine/status/2014694234444726477) 2026-01-23T13:38Z 125K followers, 23.6K engagements "Databricks lined up a new $1.8B financing package boosting its delayed-draw term loan to $1.15B (from $500M) and its revolver to $3.65B (from $2.5B). The loan is priced at about SOFR + 4.5%. After the deal Databricks total debt is $7.05B" [X Link](https://x.com/wallstengine/status/2014757986535956958) 2026-01-23T17:51Z 124.7K followers, 10.4K engagements "The Information reports major crypto exchanges want to offer tokenized versions of U.S. stocks for trading worldwide. Binance is exploring bringing back stock tokens after pulling them in [----] which would create more stock-like trading outside the usual U.S. market hours and regulatory perimeter. https://twitter.com/i/web/status/2014764196790206852 https://twitter.com/i/web/status/2014764196790206852" [X Link](https://x.com/wallstengine/status/2014764196790206852) 2026-01-23T18:16Z 124.7K followers, 10.1K engagements "The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out" [X Link](https://x.com/wallstengine/status/2014774684890599585) 2026-01-23T18:58Z 125.4K followers, 148K engagements "FCC CHIEF SEES COMPETITION CONCERNS IN NETFLIX-WARNER DEAL - BLOOMBERG $NFLX $WBD" [X Link](https://x.com/wallstengine/status/2014807258048430164) 2026-01-23T21:07Z 124.6K followers, 20.2K engagements "Sarepta $SRPT will present 3-year EMBARK Phase [--] data for its Duchenne gene therapy ELEVIDYS on Jan. [--] at 8:30am ET with a webcast and call to review topline functional results from Part [--] of the placebo-controlled study in ambulatory patients treated at ages 47" [X Link](https://x.com/wallstengine/status/2014807771049558434) 2026-01-23T21:09Z 124.3K followers, 27K engagements "$NVDA CEO Jensen Huang is in China amid regulatory headwinds" [X Link](https://x.com/wallstengine/status/2015020956700598438) 2026-01-24T11:16Z 124.6K followers, 206.7K engagements "Merck $MRK is no longer in talks to buy Revolution Medicines $RVMD after the sides couldnt agree on price A deal had been discussed around a $30B valuation. RVMD was $16B before the takeover chatter and is now above $22B with key data for its RAS programs expected in 1H26" [X Link](https://x.com/wallstengine/status/2015521772704325695) 2026-01-25T20:26Z 125.3K followers, 26.9K engagements "Rothschild Redburn Upgrades $META to Buy from Neutral Raises PT to $900 from $740 Analyst comments: "The recent focus regarding Meta has been dominated by how the company might guide for FY26 operating expenses and capital expenditure. The fear is that this is Zuckerberg unleashed with the companys CEO truly back in founder mode pursuing his AI dreams whatever the financial cost. We certainly do not want to dismiss this perspective and see a decent possibility that the cautious view might prevail in the very near term. Indeed following detailed analysis we are raising our own FY26 total cost" [X Link](https://x.com/wallstengine/status/2015704635382894981) 2026-01-26T08:33Z 124K followers, 30.7K engagements "MediaTek just had its best 2-day rally on record up 19% and hitting a new all-time high as investors focus on its work with Google on TPUs for AI" [X Link](https://x.com/wallstengine/status/2015712394476241169) 2026-01-26T09:04Z 124.8K followers, [----] engagements "Jefferies Reiterates $SBUX to Underperform PT $75 Analyst comments: "Reiterating our Underperform rating following what we view as an unsupported rally in the stock ahead of F1Q results/Analyst Day Jan. 28/29 which we think could disappoint & overpromise leading to downside over the course of '26. While CEO Niccol & team are making progress vs [--] yr ago we still don't see a pathway to sustainable MSD% SSS and/or the mid-to-high teens% op. margins needed the next few yrs to justify current valuation given lower growth to come. Downside catalysts: With a high level of uncertainty given" [X Link](https://x.com/wallstengine/status/2015721627724460266) 2026-01-26T09:41Z 124.6K followers, [----] engagements "Allied Gold $AAUC agreed to be acquired by Zijin Gold International for C$44 per share in cash valuing it at about C$5.5B. The deal is expected to close late April [----] pending approvals" [X Link](https://x.com/wallstengine/status/2015742783638978731) 2026-01-26T11:05Z 125K followers, [----] engagements "Needham Upgrades $APP to Buy from Hold PT $700 Analyst comments: "We establish a $700 PT following additional work on ecommerce giving us more confidence in the trajectory of ecommerce revenue growth in '26E coming at the same time the stock has pulled back off the highs a month ago. We are increasing our ecommerce estimates for '26E to $1.45B vs. $1.05B prior which includes sequential growth in 1Q as we now assume the growth in advertisers from the self-service launch and ramp up in spend more than offsets typical 1Q seasonality. Despite the increase to our ecommerce estimates we think there" [X Link](https://x.com/wallstengine/status/2015752231589753049) 2026-01-26T11:42Z 124.6K followers, 13.8K engagements "Nvidia $NVDA is investing $2B into CoreWeave $CRWV at $87.20/share deepening their AI infrastructure partnership. Theyre targeting 5+ GW of AI factories by [----] with CoreWeave planning early deployments of Nvidias Rubin platform plus Vera CPUs and BlueField systems" [X Link](https://x.com/wallstengine/status/2015772608432881864) 2026-01-26T13:03Z 124.7K followers, 87.5K engagements "Baird says $ZM has significant exposure to Anthropic from an early investment. They estimate Zoom bought 1.2% in Anthropics [----] Series C and even if diluted peg the stake at roughly $1.5B to $3B at a $350B Anthropic valuation or about 10% to 20% of Zooms EV. They note Zoom re-marked private equity holdings from $400M to $800M and management said its mostly Anthropic. https://twitter.com/i/web/status/2015826453129224613 https://twitter.com/i/web/status/2015826453129224613" [X Link](https://x.com/wallstengine/status/2015826453129224613) 2026-01-26T16:37Z 125.7K followers, 46.3K engagements "YouTube is now the most-cited social source in AI search overtaking Reddit. Bluefish data shows YouTube appeared in 16% of LLM answers over the past [--] months vs 10% for $RDDT helped by transcripts and text around videos that models can read. Source: Adweek" [X Link](https://x.com/wallstengine/status/2015837633407328438) 2026-01-26T17:21Z 124.8K followers, 61.3K engagements "OpenAI is targeting about $60 CPM for ads in ChatGPT roughly in line with live NFL broadcast pricing and well above Metas typical sub-$20 CPM. - The Information" [X Link](https://x.com/wallstengine/status/2015848338495799728) 2026-01-26T18:04Z 124.2K followers, 71K engagements "Wolfie: $NET Stock Catching a Little Clawdflare' "What happened Over the weekend hype and excitement around Clawdbot exploded across social media which flowed through to shares of NET rising 10% on Monday. For context Clawdbot is an open-source AI agent built on Anthropic's Claudeeffectively an AI employee that runs locally on your device and executes tasks autonomously. The connection to Cloudflare is that as these agents scale (making API calls accessing websites routing inference requests) they require secure low-latency infrastructure. Cloudflares global edge network is well-suited to" [X Link](https://x.com/wallstengine/status/2015874440727560413) 2026-01-26T19:48Z 124.7K followers, 77.1K engagements "Booz Allen $BAH responded after the Treasury canceled [--] contracts saying it has zero tolerance for wrongdoing and that the referenced criminal conduct happened more than five years ago on government systems not Booz Allens. The firm said it doesnt store taxpayer data on its systems and cant monitor activity on government networks. https://twitter.com/i/web/status/2015888252583190789 https://twitter.com/i/web/status/2015888252583190789" [X Link](https://x.com/wallstengine/status/2015888252583190789) 2026-01-26T20:43Z 125K followers, 12.9K engagements "$UNH shares are down over 8% after the Trump admin floated near-flat Medicare Advantage rates for [----] just +0.09% way above street est. $HUM dropped even more and $CVS sold off too with CMS also looking to curb payments tied to certain chart-review diagnoses. WSJ: CMS and the White House are proposing basically flat Medicare Advantage rates for [----] an average +0.09% vs the 4%6% Wall St was looking for CMS also wants to stop paying for certain chart-review diagnoses not tied to a medical visit hitting risk-adjustment revenue $UNH https://t.co/rIZoXqwj6C WSJ: CMS and the White House are" [X Link](https://x.com/wallstengine/status/2015935376540762324) 2026-01-26T23:50Z 124.3K followers, 26.6K engagements "The Army signed a 10-year $5.6B deal with Salesforce $CRM to modernize its processes with cloud software. The contract includes Slack access for recruiters and Salesforce says its AI agents can help cut procurement timelines from months to days" [X Link](https://x.com/wallstengine/status/2016082331719893378) 2026-01-27T09:34Z 124.1K followers, 17K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@wallstengine Wall St Engine
Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $60 billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a 36% year-over-year revenue increase.
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Social Influence
Social category influence stocks #4160 finance 28.82% technology brands 25.76% cryptocurrencies 9.72% countries 8.41% automotive brands 3.93% financial services #288 social networks 2.51% celebrities 1.75% currencies 1.42%
Social topic influence ai #2807, ceo #2947, up to 4.69%, we are #3165, $nvda #1098, cash flow #119, flow #1901, $googl #3151, china #3708, open ai #2058
Top accounts mentioned or mentioned by @grok @william_r2rclub @wolf_financial @mpagalavan4028 @ultimatetrad8r @cryptodaaddy @faststocknewss @richreadsvids @systemdaddyai @norveclifinance @voltportfolio @stockmktnewz @luxalgo @lowbeta @zcelestialbaby @russfrompublic @brandonwealth @the__chenz @ro_rademaker @joinyellowbrick
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Metadium (META) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Novo-Nordisk (NVO) Robinhood Markets, Inc. (HOOD) Eli Lilly and Company (LLY) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) Intel Corporation (INTC) Bitcoin (BTC) Hims & Hers Health, Inc. (HIMS) Allegro Microsystems Inc (ALGM) Reddit, Inc. (RDDT) PayPal Holdings Inc (PYPL) Advanced Micro Devices (AMD) Palantir Technologies Inc. (PLTR) Boeing Co (BA) Unity Software Inc. (U)
Top Social Posts
Top posts by engagements in the last [--] hours
"$GME CEO Ryan Cohen bought another [------] shares on Jan. [--] [----] at an average price of $21.12 worth about $10.6M"
X Link 2026-01-20T21:43Z 126.1K followers, 106.8K engagements
"$AMZN CEO ON WHERE CAPEX IS GOING: The capital were spending and intend to spend this year its predominantly in AWS. Some of it is for our core workloads. non-AI workloads. growing at a faster rate than we anticipated. But most of it is in AI. a lot of growth and a lot of demand. When youre growing 24% YoY with an annualized revenue run rate of $142B youre growing a lot. .as fast as we install this capacity this AI capacity we are monetizing it. I passionately believe that every customer experience that we know of today is going to be reinvented with AI. and there are going to be. experiences"
X Link 2026-02-05T22:44Z 126.1K followers, 51K engagements
"Transocean $RIG said it will buy Valaris $VAL in a $5.8B all stock deal creating an offshore driller with about $17B enterprise value. Valaris holders get [------] RIG shares per VAL share and the combined fleet totals [--] rigs with roughly $10B of backlog. Transocean expects more than $200M in cost synergies and is targeting about 1.5x leverage within [--] months after close. The deal is expected to close in 2H [----] pending approvals. https://twitter.com/i/web/status/2020845227813339205 https://twitter.com/i/web/status/2020845227813339205"
X Link 2026-02-09T13:00Z 126.1K followers, 18.5K engagements
"$BP is halting $750M share buybacks and pulling its guidance to return 30% to 40% of operating cash flow to shareholders saying it needs to shore up the balance sheet. BP kept its $14B to $18B net debt target for end 2027"
X Link 2026-02-10T10:46Z 126.1K followers, [----] engagements
"Goldman Sachs Initiates $UUUU with Buy Rating PT $30 Analyst comments: "UUUU owns and operates the highest-grade uranium deposit in the United States as well as the White Mesa Mill which is a key competitive advantage as it is the only processing facility in the United States able to process both uranium and rare earth elements. Additionally the company maintains a portfolio of three heavy mineral sands assets expected to come online over the next five years which will supply the key feedstock monazite to support expansion into production of key light and heavy rare earths (NdPr Dy Tb). We"
X Link 2026-02-11T10:47Z 126.1K followers, 39.6K engagements
"$VRT Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.88B (Est. $2.89B) 🟡; +23% YoY 🔹 EPS: $1.14 (Est. $1.30) 🟡 🔹 Backlog: $15.0B; +109% YoY 🔹 Organic Orders: +252% YoY; book-to-bill 2.9x 🔹 Adj. Free Cash Flow: $910M; +151% YoY FY Guide: 🔹 Revenue: $13.25B$13.75B (Est. $12.39B) 🟢 🔹 Adj. EPS: $5.97$6.07 (Est. $5.33) 🟢 🔹 Diluted EPS: $5.27$5.37 🔹 Adj. Free Cash Flow: $2.1B$2.3B Q1 Guide: 🔹 Revenue: $2.5B$2.7B (Est. $2.56B) 🟡 🔹 Adj. EPS: $0.95$1.01 (Est. $0.96) 🟡 🔹 Adj. Operating Margin: 18.5%19.5% Financials: 🔹 Adj. Operating Margin: 23.2%; +170 bps YoY 🔹 Operating Cash Flow: $1005M;"
X Link 2026-02-11T11:02Z 126.1K followers, 38.4K engagements
"Polymarkets rate-cut odds are slipping across March April and June. Traders are now pricing the Fed cut for July not June. JAN. U.S. JOBS REPORT 👇 NONFARM PAYROLLS +130K (Est. +65K) UNEMPLOYMENT RATE 4.3% (Est. 4.4%) PARTICIPATION RATE 62.5% (Est. 62.4%) UNDEREMPLOYMENT 8.0% (Prior 8.4%) AVG. HOURLY EARNINGS MoM 0.4% (Est. 0.3%) PRIVATE PAYROLLS +172K (Est. +68K) MANUFACTURING PAYROLLS JAN. U.S. JOBS REPORT 👇 NONFARM PAYROLLS +130K (Est. +65K) UNEMPLOYMENT RATE 4.3% (Est. 4.4%) PARTICIPATION RATE 62.5% (Est. 62.4%) UNDEREMPLOYMENT 8.0% (Prior 8.4%) AVG. HOURLY EARNINGS MoM 0.4% (Est. 0.3%)"
X Link 2026-02-11T13:49Z 126.1K followers, 13.9K engagements
"$CSCO Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.3B (Est. $15.11B) 🟢; +10% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢 Q3 Guide: 🔹 Revenue: $15.4B$15.6B (Est. $15.21B) 🟢 🔹 Adj. EPS: $1.02$1.04 (Est. $1.03) 🟡 FY26 Guide (Raised vs Prior): 🔹 Revenue: $61.2B$61.7B (Est. $60.77B) 🟢; prior $60.2B$61.0B 🔹 Adj. EPS: $4.13$4.17 (Est. $4.13) 🟡; prior $4.08$4.14 Other Metrics: 🔹 Product Orders: +18% YoY (Networking orders 20%+ YoY) 🔹 AI Infrastructure orders (hyperscalers): $2.1B Commentary: 🔸 .Product orders up 18% year over year with networking product orders accelerating to more than 20% year"
X Link 2026-02-11T21:21Z 126.1K followers, 11K engagements
"$HUBS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $846.7M (Est. $830.61M) 🟢; +20% YoY 🔹 Adj. EPS: $3.10 (Est. $2.99) 🟢 🔹 Subscription Revenue: $829.0M; +21% YoY 🔹 Customers: 288706; +16% YoY FY Guide: 🔹 Revenue: $3.69B$3.70B (Est. $3.61B) 🟢 🔹 Adj. EPS: $12.38$12.46 (Est. $11.46) 🟢 🔹 Non-GAAP Operating Income: $736M$740M; 20% margin Q1 Guide: 🔹 Revenue: $862.0M$863.0M; +21% YoY 🔹 Adj. EPS: $2.46$2.48 🔹 Non-GAAP Operating Income: $144.0M$145.0M; 17% margin Other Metrics: 🔹 Non-GAAP Operating Margin: 22.6% 🔹 Calculated Billings: $971.4M; +27% YoY 🔹 Avg Subscription Revenue per Customer:"
X Link 2026-02-11T21:26Z 126.1K followers, 11K engagements
"$ASTS plans to repurchase up to $300M of its [----] converts ($50M 4.25% $250M 2.375%) using cash + registered direct stock offerings while also launching a $1B convertible notes deal due [----]. Source: company release"
X Link 2026-02-11T23:25Z 126.1K followers, 17.3K engagements
"Energy Sec. Chris Wright said China has already bought some Venezuelan crude that the US government sold calling the countrys oil quarantine basically over. Note: Venezuela pumped 896k bpd in Dec and JPM sees 2M bpd in [--] to [--] years"
X Link 2026-02-12T08:58Z 126.1K followers, [----] engagements
"Siemens raised its FY26 EPS pre PPA outlook to [-----] to [-----] after a Q1 beat with orders up 10% to 21.4B and industrial profit up 15% to 2.9B. Digital Industries profit jumped 37% and US Smart Infrastructure orders rose 54% on data center demand tied to AI"
X Link 2026-02-12T09:07Z 126.1K followers, [----] engagements
"Mercedes forecast [----] cars adjusted ROS of 3% to 5% BELOW the 5.79% estimate citing tariff pressure and weaker China demand. It plans to CUT global capacity by over 10% to 2.2M units and TRIM the dividend to [----] from 4.30"
X Link 2026-02-12T09:09Z 126.1K followers, [----] engagements
"$MAR Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.69B (Est. $6.67B) 🟢 🔹 Adj. EPS: $2.58 (Est. $2.61) 🔴 🔹 Worldwide RevPAR: +1.9% (International +6.1% U.S. & Canada -0.1%) Q1 Guide: 🔹 Adj. EPS: $2.50$2.55 (Est. $2.50) 🟡 🔹 Worldwide RevPAR: +1.0% to +2.0% FY Guide: 🔹 Adj. EPS: $11.32$11.57 (Est. $11.43) 🟡 🔹 Worldwide RevPAR: +1.5% to +2.5% 🔹 Net Rooms Growth: 4.5% to 5.0% 🔹 Capital Return: $4.3B+ Other Metrics: 🔹 Development Pipeline: [----] properties; 610K rooms 🔹 Net Rooms Growth (FY25): +4.3% 🔹 Bonvoy Members Added (FY25): 43M; total 271M 🔹 Capital Return (FY25): $4.0B+ Commentary:"
X Link 2026-02-10T12:27Z 126.1K followers, [----] engagements
"Raymond James Upgrades $OSCR to Outperform from Market Perform PT $18 Analyst comments: "We are upgrading OSCR to Outperform and establishing an $18 price target (10x 2027E EPS) as we see the relative valuation attractive here as margins recover across the Affordable Care Act exchange market and see OSCR as the best house in a tough neighborhood. While 4Q was worse than expectations as the company reported operating income of $334M (Street $229M) and the quarter was aided by $135M of prior-period development that is backward looking and we see a more supportive forward-looking outlook that"
X Link 2026-02-12T10:02Z 126.1K followers, 60.6K engagements
"Applied Materials $AMAT reached a settlement with the Commerce Departments BIS over alleged export control violations tied to shipments to China from Nov. [----] to July [----] agreeing to pay $252.5M"
X Link 2026-02-12T11:12Z 126.1K followers, 12.9K engagements
"$APP Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.66B (Est. $1.61B) 🟡; +66% YoY 🔹 EPS: $3.24 (Est. $2.96) 🟢 🔹 Adj. EBITDA: $1.399B (Est. $1.3B) 🟡; +82% YoY Q1 Guide: 🔹 Revenue: $1.745B$1.775B (Est. $1.7B) 🟡 🔹 Adj. EBITDA: $1.465B$1.495B (Est. $1.4B) 🟡 🔹 Adj. EBITDA Margin: 84% Other Metrics: 🔹 Net Income: $1.102B; +84% YoY 🔹 Free Cash Flow: $1.31B Capital Return: 🔹 Buybacks/withholding: 0.8M shares for $481.7M (Q4); 6.4M shares for $2.58B (FY25) 🔹 Shares Outstanding: 338M (Class A + B; end of Q4) https://twitter.com/i/web/status/2021693378984128768"
X Link 2026-02-11T21:10Z 126.1K followers, 29.6K engagements
"EssilorLuxottica said it sold over 7M $META AI glasses in [----] more than triple prior levels and up from 2M units sold across [----] and [----] combined driven by Ray-Ban Meta and Oakley Meta. The company reported 28.5B in [----] revenue up 11.2% at constant FX"
X Link 2026-02-12T08:31Z 126.1K followers, 32.1K engagements
"$NBIS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $227M (Est. $242.8M) 🔴 🔹 EPS: -$0.68 (Est. -$0.44) 🔴 🔹 YE ARR: $1.25B (vs. $900M$1.1B prior guidance) 🟢 🔹 YE26 ARR target: $7B$9B 🔹 Contracted power (YE26): 3+ GW (prior [---] GW); already secured 2+ GW Other Metrics: 🔹 End-2026 contracted power: raised to 3+ GW (prior [---] GW) 🔹 End-2025 active power: 170MW 🔹 New sites: [--] new sites across US + EMEA (per company update) Other Events: 🔹 M&A: agreement to acquire Tavily (agentic search); closes in coming weeks (terms not disclosed) 🔹 Tavily scale: 3M+ monthly SDK downloads; 1M+ developers"
X Link 2026-02-12T12:14Z 126.1K followers, 44.3K engagements
"Raymond James Publishes Annual Analyst Best Picks List for 2026: Boston Scientific $BSX $CDW Chubb $CB Coherent $COHR Construction Partners $ROAD Crown Castle $CCI DoorDash $DASH Expand Energy Corporation $EXE First Citizens Bancshares $FCNCA Globe Life $GL Intercontinental Exchange $ICE Jack Henry $JKHY Karman Space & Defense $KRMN Mohawk Industries $MHK nCino $NCNO NRG Energy $NRG Public Storage $PSA Shake Shack $SHAK https://twitter.com/i/web/status/1998339446643753397 https://twitter.com/i/web/status/1998339446643753397"
X Link 2025-12-09T10:30Z 126.1K followers, 49.4K engagements
"Reuters reports Saudi Arabias $925B PIF is preparing to roll out a new [--------] strategy this week with more focus on industry minerals AI and tourism while dialing back or reworking some of the big-ticket mega projects like NEOMs The Line"
X Link 2026-02-09T17:42Z 126.1K followers, 11.8K engagements
"Micron $MU at Wolfe: the new NAND fab is on track for first wafer outs in 2H [--] and HBM4 customer shipments are ramping in calendar Q1 a quarter earlier than the December timeline. CFO also flagged demand running well above supply and sees supply tightness lasting beyond 2026"
X Link 2026-02-11T13:59Z 126.1K followers, 36K engagements
"Bloomberg: Apple is still hitting issues with its long-delayed Siri overhaul and the new features may slip to later in [----]. The report says $AAPL is now aiming to roll pieces out across iOS [----] and iOS 27"
X Link 2026-02-11T20:30Z 126.1K followers, 13.9K engagements
"$MCD Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.01B (Est. $6.81B) 🟢; +10% YoY 🔹 EPS: $3.03 (Est. $3.03) 🟡; vs. $2.80 YoY 🔹 Comparable Sales: +5.7% (Est. +3.76%) 🟢 🔹 U.S. Comparable Sales: +6.8% (Est. +5.05%) 🟢 🔹 Operating Income: $3.16B; +10% YoY Other Metrics: 🔹 Intl Operated Markets Comparable Sales: +5.2% (Est. +3.31%) 🟢 🔹 Intl Developmental Licensed Markets Comparable Sales: +4.5% (Est. +2.43%) 🟢 🔹 Full-Year Systemwide Sales: +7% to $139B+ 🔹 Systemwide Sales to Loyalty Members: $37B; +20% YoY 🔹 90-day Active Loyalty Users: 210M; +19% YoY Financials: 🔹 Adj. EPS: $3.12 (Est."
X Link 2026-02-11T21:06Z 126.1K followers, 19.3K engagements
"$FLR won a multi-year EPC contract to help Centrus $LEU expand its uranium enrichment facility in Piketon Ohio tied to a multi-billion dollar plan to add thousands of centrifuges"
X Link 2026-02-11T21:37Z 126.1K followers, 10.4K engagements
"AB InBev $BUD reported 4Q organic volume down 1.5% better than the -2.32% estimate as growth in Africa and South America and premium brands like Corona helped offset weakness in western markets. The company maintained its medium term EBITDA growth outlook of 4% to 6%"
X Link 2026-02-12T09:19Z 126.1K followers, [----] engagements
"The AI scare trade keeps intensifying: Real estate services stocks sold off hard Wednesday w/ $CBRE & $CWK down 12% their biggest drops since [----] on fears AI tools could automate parts of leasing & deal workflows & eventually pressure fee-heavy labor-intensive models"
X Link 2026-02-12T09:19Z 126.1K followers, 32.2K engagements
"Adyen reported 2H net revenue of 1.27B BELOW 1.28B est (+17% YoY) and guided [----] net revenue growth of 20% to 22% BELOW 22.8% expected citing slower growth from APAC online retailers and a weaker USD"
X Link 2026-02-12T10:05Z 126.1K followers, 10K engagements
"SoftBank swung to a 248.6B profit in the Dec quarter helped by valuation gains on its OpenAI stake. The company said its put more than $30B into OpenAI for an 11% stake as of December with an estimated $19.8B gain and OpenAI now makes up about 30% of SoftBanks NAV"
X Link 2026-02-12T10:07Z 126.1K followers, 12.4K engagements
"@VoltPortfolio Bloomberg"
X Link 2026-02-12T10:22Z 126.1K followers, [---] engagements
"Evolv $EVLV added Axon SVP of strategy and corp dev Henrik Khl to its board and audit committee"
X Link 2026-02-12T14:14Z 126.1K followers, [----] engagements
"$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 [----] potentially making Taiwan a major hub for humanoid robot production."
X Link 2024-12-02T07:30Z 125K followers, 20.7K engagements
"Interactive Brokers $IBKR will join S&P [---] on Aug [--] replacing Walgreens Boots Alliance $WBA"
X Link 2025-08-25T22:29Z 125K followers, 19.3K engagements
"Insurance stocks slumped after weak Q3 results from Travelers $TRV Progressive $PGR and Marsh & McLennan $MMC triggered sector-wide growth concerns The S&P [---] Insurance Index dropped 6% over two days marking its sharpest slide since April Analysts cited moderating pricing trends and slower premium growth as key headwinds with Chubb $CB and W. R. Berkley $WRB set to report next week https://twitter.com/i/web/status/1978905553385435200 https://twitter.com/i/web/status/1978905553385435200"
X Link 2025-10-16T19:27Z 124.7K followers, 17.9K engagements
"$TSLA CEO ELON MUSK: We're also on the cusp of of something really tremendous with Optimus which I think is likely to be or has potential to be the biggest product of all time. And it's a difficult project. And it's worth noting that it's not like it's just automatic. I'm unaware of any robot program by Ford or GM or any of our US sort of car companies"
X Link 2025-10-22T21:41Z 125.1K followers, 129.8K engagements
"$ENPH Enphase Energy Q325 Earnings Highlights 🔹 Revenue: $410.4M (Est. $357.8M) 🟢; UP +7.8% YoY 🔹 Adj EPS: $0.90 (Est. $0.62) 🟢; UP +38% YoY 🔹 Adj Net Income: $117.3M (Est. $85.5M) 🟢; UP +33% YoY 🔹 Non-GAAP Gross Margin: 49.2% Guidance (Q425): 🔹 Revenue: $310M$350M (includes [------] MWh IQ Batteries; excludes safe-harbor) 🔹 Non-GAAP Gross Margin: 42%45% (includes [--] pp tariff impact) 🔹 Non-GAAP OpEx: $77M$81M Segment: 🔹 Microinverters shipped: 1.77M units (784.6 MWdc) 🔹 IQ Batteries shipped: [-----] MWh (record) 🔹 U.S. manufacturing: 1.53M microinverters; [----] MWh IQ Batteries 🔹 IQ"
X Link 2025-10-28T20:11Z 124.8K followers, 21.3K engagements
"Saudi Telecom (stc) signed a 10-year strategic partnership with AST SpaceMobile $ASTS to offer space-based telecom services. The contract value could exceed 9% of stcs [----] revenue ($20.21B) depending on service usage. The plan is to provide direct-to-device satellite connectivity across Saudi Arabia and multiple countries in the Middle East and Africa using standard smartphones. stc will be the main operator in Saudi Arabia and will receive exclusive rights in Libya Syria Lebanon Djibouti Tunisia and Sudan plus preferential terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and"
X Link 2025-10-29T12:58Z 125K followers, 59K engagements
"$ALGN Align Technology Q325 Earnings Highlights 🔹 Revenue: $995.7M (Est. $975.9M) 🟢; UP +1.8% YoY 🔹 EPS (Non-GAAP): $2.61 (Est. $2.42) 🟢; UP +7.6% YoY 🔹 Clear Aligner Revenue: $805.8M; +2.4% YoY 🔹 Clear Aligner Volume: 647.8K cases; +4.9% YoY 🔹 Teens & Kids Volume: +8.3% YoY; +14.7% Seq. 🔹 Imaging & CAD/CAM Revenue: $189.9M; -0.6% YoY (seasonal softness) 🔹 Operating Margin (Non-GAAP): 23.9%; +180 bps YoY 🔹 Cash: $1.00B vs. $901M in Q2 🔹 Share Buybacks: 0.5M shares repurchased at avg. $136.77 Guidance (Q425) 🔹 Revenue: $1.025B$1.045B 🟢 🔹 Non-GAAP Operating Margin: 26% 🔹 Clear"
X Link 2025-10-29T20:40Z 125.1K followers, [----] engagements
"$CROX Crocs Q325 Earnings Highlights 🔹 Revenue: $996.3M (Est. $961.61M) 🟢; -6.2% YoY 🔹 Adj. EPS: $2.92 (Est. $2.36) 🟢; -18.9% YoY 🔹 Gross Margin: 58.5%; [----] bps YoY Q425 Guidance 🔹 Adj. EPS: $1.82$1.92 (Est. $1.75) 🟢 🔹 Revenues to be down 8% YoY 🟡 🔹 Crocs Brand to be down 3% YoY 🔹 HEYDUDE Brand to be down mid-20% YoY 🔹 Adj. Op Margin: 15.5% 🔹 Tax Rate: GAAP 20% 🔹 FY25 CapEx: $70M$75M Segment (YoY) Crocs Brand 🔹 Revenue: $836M; DOWN -2.5% (CC -3.2%) 🔹 DTC: $472M; UP +2.0% (CC +1.2%) 🔹 Wholesale: $364M; DOWN -7.9% (CC -8.4%) 🔹 North America: $448M; DOWN -8.8% 🔹"
X Link 2025-10-30T11:22Z 125.9K followers, 10.8K engagements
"$SM Energy and Civitas Resources $CIVI agreed to a $12.8B all-stock merger creating a major U.S. shale operator with 823K net acres and 526K boe/d in output. Civitas holders will get [----] SM shares each and own 52% of the combined firm. Annual synergies are estimated at $200300M and [----] free cash flow is projected above $1.4B. https://twitter.com/i/web/status/1985306576681628050 https://twitter.com/i/web/status/1985306576681628050"
X Link 2025-11-03T11:22Z 124.8K followers, 10.2K engagements
"$FVRR Fiverr Q325 Earnings Highlights 🔹 Revenue: $107.9M (Est. $107.5M) 🟡 🔹 Adj. EPS: $0.84 (Est. $0.69) 🟢 🔹 Adj. EBITDA: $24.2M (record margin 22%) 🔹 Spend per Buyer: $330 +12% YoY 🔹 Active Buyers: 3.3M (-12% YoY 🔹 Services Revenue: $34.3M +40% YoY Guidance 🔹 Q4 Revenue: $104M$112M (Est. $109M) 🟡 🔹 FY25 Revenue: $428M$436M (Est. $433M) 🟡 🔹 FY25 Adj. EBITDA: $88M$93M Key Business Trends 🔸 AI & upmarket categories are driving higher ticket more complex projects 🔸 Value-added services (Seller Plus Fiverr Go Ads) continue strong adoption 🔸 Highest-ever Adjusted EBITDA and margin"
X Link 2025-11-05T08:51Z 126K followers, [----] engagements
"MSCIs November index review adds CoreWeave $CRWV Insmed $INSM and Nebius Group $NBIS to the MSCI World Index as three of the largest new inclusions effective after the close on Nov 24"
X Link 2025-11-05T23:04Z 124.7K followers, 37.3K engagements
"LegalZoom $LZ is up around 30% after a strong beat-and-raise. Organic revenue growth accelerated for the second quarter in a row and subscription revenue has now accelerated for [--] straight quarters. Management is showing it can invest in growth while still expanding margins with record free cash flow this quarter. A lot of the earlier concerns around strategy formation volatility visibility and AI disruption are easing. https://twitter.com/i/web/status/1986379505846362399 https://twitter.com/i/web/status/1986379505846362399"
X Link 2025-11-06T10:25Z 125K followers, [----] engagements
"$DAVA Endava Q1'26 Earnings Highlights 🔹 Revenue: $240.31M (Est. $246M) 🔴; -8.6% YoY 🔹 Adj Diluted EPS: $0.20 (Est. $0.08) 🟢; -40% YoY 🔹 IFRS Diluted EPS: (0.15) (vs. [----] YoY) 😕 Guidance: 🔹 Q2'26 Revenue: 179.0182.0M (CC decline (8.0)%(7.0)% YoY) 🔹 Q2'26 Adj Diluted EPS: 0.150.17 🔹 FY26 Revenue: 735752M (CC decline (4.5)%(2.5)% YoY) 🔹 FY26 Adj Diluted EPS: 0.800.88 Other [--] Metrics: 🔹 Adjusted PBT: 9.9M (5.5% margin) 🔹 Operating Cash Flow: 12.3M; Adjusted FCF: 9.2M 🔹 Cash & Equivalents: 47.2M (as of Sep [--] 2025) 🔹 Clients 1M R12M: 133; Headcount: [-----] CEO Commentary: 🔸 Results"
X Link 2025-11-11T12:28Z 124.5K followers, [----] engagements
"AMD has poured $100B into AI over the last [--] years: $40B in organic R&D $60B in acquisitions (incl. Xilinx Pensando Nod etc.) $1B in venture investments across the AI ecosystem"
X Link 2025-11-11T18:19Z 124.7K followers, 10.5K engagements
"Circles $CRCL 2x leveraged ETF $CRCG fell 20% today despite Q3 beat across all metrics and Q4 guide raise overshadowed by lack of near-term catalysts. $CRCL Circle Internet Q325 Earnings Highlights 🔹 Revenue: $740M (Est. $699.6M) 🟢; UP +66% YoY 🔹 EPS: $0.64 (Est. $0.18) 🟢 🔹 Stablecoin Market Share: 29%; UP +643 bps YoY FY25 Guide: 🔹 Adj Operating Expenses: $495M$510M (Prior $475M$490M) 🔴 🔹 Other Revenue: https://t.co/0yC8nwTmov $CRCL Circle Internet Q325 Earnings Highlights 🔹 Revenue: $740M (Est. $699.6M) 🟢; UP +66% YoY 🔹 EPS: $0.64 (Est. $0.18) 🟢 🔹 Stablecoin Market Share: 29%;"
X Link 2025-11-12T19:04Z 124K followers, 17.2K engagements
"$FLUT Flutter Entertainment Q325 Highlights 🔹 Revenue: $3.794B (Est. $3.89B) 🟡; UP +17% YoY 🔹 Adj EBITDA: $478M; UP +6% YoY 🔹 Adj EPS: $1.64; UP +29% YoY 🔹 Net Loss: ($789M); driven by $556M India impairment and $205M Boyd payment 🔹 AMPs: 14.133M; UP +9% YoY FY25 Guidance: 🔹 Group Revenue: $16.69B 🔹 US Revenue: $7.17B (Est. $7.47B) 🔴 🔹 Adj EBITDA: $2.915B Q3 US: 🔹 Revenue: $1.368B; UP +9% YoY 🔹 iGaming Revenue: UP +44% YoY 🔹 Sportsbook Revenue: DOWN -5% YoY; handle UP +6% YoY 🔹 Adjusted EBITDA: $51M; DOWN -12% YoY Q3 International: 🔹 Revenue: $2.426B; UP +21% YoY 🔹 Adjusted"
X Link 2025-11-12T21:17Z 125.7K followers, 12.4K engagements
"$NVDA is tightening its AI server supply chain for the Vera Rubin generation in 2H26 shifting to a model where Wistron Quanta and Foxconn build systems all the way to L10 and Nvidia handles the final rack stage and delivery. Its a big change from the split vendor model and should cut variation across racks since Nvidia is now standardizing everything from assembly to cooling module procurement. https://twitter.com/i/web/status/1988907395662364935 https://twitter.com/i/web/status/1988907395662364935"
X Link 2025-11-13T09:50Z 125K followers, 46.8K engagements
"Ray Dalios Bridgewater Q3 portfolio is out. Here are some of the top new positions they opened: Reddit $RDDT Robinhood $HOOD Applied Materials $AMAT Amphenol $APH Credo $CRDO Autodesk $ADSK Charles Schwab $SCHW Union Pacific $UNP Interactive Brokers $IBKR Check Point Software $CHKP monday .com $MNDY CoreWeave $CRWV Bank of America $BAC Teradyne $TER Schlumberger $SLB Instacart $CART Lockheed Martin $LMT FNB Corp $FNB Palantir $PLTR Aptiv $APTV Teva Pharma Medpace $MEDP Duolingo $DUOL Madrigal Pharma $MDGL Primoris $PRIM DuPont $DD Roblox $RBLX American Express $AXP Upwork $UPWK nVent Electric"
X Link 2025-11-13T23:03Z 124.5K followers, 83.6K engagements
"Today's Key Events (All EST) 11/17/2025 09:00: Fed's Williams 09:30: Fed's Jefferson 13:00: Fed's Kashkari 15:35: Fed's Waller Before Open 👇 05:00: XPeng $XPEV 07:50: JinkoSolar $JKS 06:30: Full Truck Alliance $YMM 06:35: Aramark $ARMK 06:15: H World Group $HTHT After Hours 👇 18:00: $TCOM 16:15: $XP https://twitter.com/i/web/status/1990322832589627830 https://twitter.com/i/web/status/1990322832589627830"
X Link 2025-11-17T07:35Z 125.6K followers, 20.5K engagements
"61% of Nvidia $NVDA Q3 revenue came from just [--] customers: $12.54B Customer A (22%) $8.55B Customer B (15%) $7.41B Customer C (13%) $6.27B Customer D (11%) So who are A B C D in your view"
X Link 2025-11-19T22:03Z 125K followers, 296.7K engagements
"$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next [--] years"
X Link 2025-11-19T22:22Z 125K followers, 34.7K engagements
"Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia"
X Link 2025-11-19T23:23Z 125K followers, 29.5K engagements
"Bear Cave put out a short report on Sportradar $SRAD arguing investors overrate its business quality and moat and highlighting rising competition pressure from prediction markets and allegations the company helps facilitate the same crooked gambling it claims to police"
X Link 2025-11-20T15:42Z 125.7K followers, 10.7K engagements
"PENTAGON SAID ALIBABA $BABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES"
X Link 2025-11-26T18:13Z 125.4K followers, 25.5K engagements
"FT report that Alibaba and ByteDance are now training their newest AI models in Southeast Asian data centers to keep access to Nvidia $NVDA chips after the U.S. banned H20 sales to China in April [----]. They are leasing compute from non-Chinese operators in places like Singapore and Malaysia which lets them stay within export rules while still using top-tier GPUs. DeepSeek is the outlier having stockpiled Nvidia chips to train at home and is now working with Huawei and other local players on the next wave of Chinese AI chips. https://twitter.com/i/web/status/1994086503354703998"
X Link 2025-11-27T16:50Z 125.4K followers, 87.4K engagements
"Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day average and 17% above the Nov [--] close. All stock no financing contingency with a response requested by Dec 22"
X Link 2025-12-01T11:34Z 125.4K followers, [----] engagements
"Eli Lilly $LLY cut Zepbound self pay prices on its LillyDirect platform. The [---] mg dose is now $299 a month (from $349) [--] mg is $399 (from $499) and higher doses are $449. Non program list prices still range from $599 to $1049 by dose. Source: Eli Lilly company statement"
X Link 2025-12-01T13:22Z 124.8K followers, 16.6K engagements
"Alaska Air Group $ALK cut its Q4 [----] EPS guide to about $0.10 from at least $0.40 citing roughly $0.25 hit from an October IT/cloud outage about $0.15 from shutdown-driven FAA flight cuts (600 cancellations [-----] passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends. https://twitter.com/i/web/status/1996334273645961684 https://twitter.com/i/web/status/1996334273645961684"
X Link 2025-12-03T21:42Z 125.9K followers, [----] engagements
"Palantir $PLTR launched Chain Reaction an AI infra platform with CenterPoint Energy and $NVDA to coordinate utilities data centers and builders around AI power demand"
X Link 2025-12-04T10:50Z 125.5K followers, 11.5K engagements
"$TTAN Q3'26 Earnings Snapshot 🔹 Revenue: $249.2M; +4.6% YoY (vs $238.3M last year) 🔹 EPS: $0.24 (Est. $0.15) 🟢 Q426 Guide: 🔹 Revenue: $244M$246M (Est. $242.6M) 🟢 FY26 Guide: 🔹 Revenue: $951M$953M (Est. $938.6M) 🟢"
X Link 2025-12-04T21:24Z 124.7K followers, 10.7K engagements
"THE S&P INDEX $SPY IS REBALANCING CRH $CRH Carvana $CVNA and Comfort Systems USA $FIX will join the S&P [---] replacing LKQ $LKQ Solstice Advanced Materials $SOLS and Mohawk Industries $MHK. Pinterest $PINS Booz Allen $BAH SPX Technologies $SPXC and others move into the S&P MidCap [---] while $PRIM $CWST $INDV $HE $LKQ $SOLS and $MHK shift to the S&P SmallCap [---]. Effective: Before the market opens on Dec [--] [----]. Heres the full list of rebalancing changes 👇 https://twitter.com/i/web/status/1997071339279237524 https://twitter.com/i/web/status/1997071339279237524"
X Link 2025-12-05T22:31Z 125.7K followers, 44.9K engagements
"Unilever $UL shares are trading lower as its ice cream spin off The Magnum Ice Cream Co debuted at about [---] billion in Amsterdam below some earlier analyst valuation ranges with shareholders getting [--] $MICC share for every [--] Unilever shares and JPMorgan flagging roughly [--] million Magnum shares of potential forced selling since it is unlikely to make it into major FTSE or Stoxx indices. https://twitter.com/i/web/status/1997955162791456988 https://twitter.com/i/web/status/1997955162791456988"
X Link 2025-12-08T09:03Z 125.7K followers, [----] engagements
"Barclays on Housing / Building Products: $SITE: Upgraded to Equalweight PT $134 (from $120) $KBH: Upgraded to Overweight PT $71 (from $49) $COMP: Upgraded to Overweight PT $13 (from $9) $SKY: Upgraded to Overweight PT $100 (from $79) $MAS: Downgraded to Equalweight PT $71 (from $76) $LEN: Downgraded to Underweight PT $98 (from $95) https://twitter.com/i/web/status/1997957309776245151 https://twitter.com/i/web/status/1997957309776245151"
X Link 2025-12-08T09:11Z 125.7K followers, [----] engagements
"EssilorLuxottica is down 4.4% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up [----] AI glasses plans with Warby Parker $WRBY"
X Link 2025-12-09T11:23Z 125.5K followers, [----] engagements
"PubMatic $PUBM has teamed up with Kontext to plug programmatic text ads directly into AI chatbots. Reportedly buyers can use PubMatic or any DSP to target chats on partners like Liner AI and Deep AI with early tests showing 70% higher ROAS and 50% better click-to-convert"
X Link 2025-12-09T15:22Z 125.4K followers, [----] engagements
"TSMC is lifting its CoWoS advanced packaging outlook with local Taiwanese trade press now pegging [----] capacity at about 127k wafers per month and non-TSMC providers near 40k. $NVDA is expected to reserve more than half of TSMC CoWoS volume through 2026-27 with Broadcom AMD and new ASIC customers like MediaTek taking much of the remaining share"
X Link 2025-12-10T10:06Z 125.7K followers, 16.3K engagements
"UBS Initiates Coverage on $PRCT with Buy Rating PT $62 Analyst comments: "We initiate on PRCT with a Buy as our KOL checks and market analysis give us conviction in utilization growth in '26/'27 and we see the recent sell-off as a buying opportunity. Our U.S. utilization growth estimates of 10% growth in [----] and at least LSD growth thereafter put us 2% and 1% ahead of overall consensus sales in [----] and [----]. We believe PRCTs sharpened focus on driving utilization on the existing installed base underpenetrated procedure/system placement TAM and mix-driven margin expansion are"
X Link 2025-12-12T09:05Z 125.4K followers, [----] engagements
"UBS Initiates Coverage on $WAY with Buy Rating PT $41 Analyst comments: "Waystar is a leading cloud-native revenue cycle management platform positioned to capture a multi-year secular shift toward automation electronic transactions and AI-enabled workflows across provider organizations. Based on our analysis of WAYs results and competitive positioning its acquisition of Iodine and the accelerating adoption of AI in revenue cycle management we expect low-double-digit topline and low- to mid-teens EBITDA growth with our adjusted EBITDA estimates 34% ahead of consensus. Our numbers may prove"
X Link 2025-12-15T11:04Z 125.6K followers, [----] engagements
"Morgan Stanley Upgrades $DOCS to Overweight from Equalweight Raises PT to $65 from $62 Analyst comments: "Relative to our checks Doximity's guidance and Street estimates look conservative. We increased our year-over-year revenue growth estimates for FY26/FY27/FY28 from 13%/10%/9% to 14%/12%/12% respectively which is a touch above the Street. Our FY26/FY27/FY28 EBITDA estimates moved up from $354mn/$393mn/$428mn to $361mn/$406mn/$459m respectively. Notably stricter constraints on direct-to-consumer advertising could drive a shift in ad dollars toward healthcare professional platforms like"
X Link 2025-12-15T11:07Z 124.6K followers, [----] engagements
"$ARGX drops after Argenx says it will discontinue late-stage Vyvgart trials in thyroid eye disease following a futility call from an independent monitoring committee. That takes a roughly 100k US patient pool off the table and puts more weight on [----] autoimmune readouts"
X Link 2025-12-15T11:39Z 125K followers, [----] engagements
"Stifel says after [---] years of freight doldrums the supply side is finally tightening and the bottom in transport earnings is likely in assuming demand holds. Their preferred U.S. transport plays are $GXO $XPO $CHRW $ODFL $HUBG and $KNX citing a mix of quality secular growth margin self-help and leverage to capacity tightening. https://twitter.com/i/web/status/2000889263597261007 https://twitter.com/i/web/status/2000889263597261007"
X Link 2025-12-16T11:22Z 124.7K followers, 10.2K engagements
"Kraft Heinz $KHC is swapping CEOs ahead of its breakup. Per WSJ former Kellanova chief Steve Cahillane will take over as CEO on Jan [--] as Carlos Abrams-Rivera steps down with Cahillane lined up to lead the global taste elevation business (Heinz Philadelphia Kraft Mac & Cheese) after KHC splits into two companies in 2H [----]. https://twitter.com/i/web/status/2000899198649295276 https://twitter.com/i/web/status/2000899198649295276"
X Link 2025-12-16T12:01Z 125K followers, [----] engagements
"Royalty Pharma $RPRX is paying up to $315M for low single digit royalties on Nuvalents ALK and ROS1 NSCLC drugs neladalkib and zidesamtinib with analyst models calling for around $3.5B and $1.9B in sales by [----] and a royalty tail running into the early 2040s"
X Link 2025-12-16T12:18Z 125.4K followers, [----] engagements
"APOLLO GLOBAL MANAGEMENT $APO IS WEIGHING A POTENTIAL UP TO $12B SALE OF ATLAS AIR - BBG"
X Link 2025-12-16T18:34Z 125.9K followers, [----] engagements
"Coursera to acquire Udemy $UDMY in an all stock deal valuing UDMY at $2.5B. Holders get [-----] $COUR per share 26% premium to [--] day VWAP. Pro forma revenue $1.5B $115M run rate cost synergies targeted within [--] months. Deal expected to close 2H26"
X Link 2025-12-17T13:50Z 125.5K followers, [----] engagements
"$KKR nearing multibillion-pound deal to sell up to half of its UK waste management group Viridor to Equitix - FT"
X Link 2025-12-17T14:38Z 125.3K followers, [----] engagements
"Bloomberg: DOJ antitrust staff recommended in September not to bring criminal Covid-era collusion charges against $LYV Live Nation/Ticketmaster or CEO Rapino but Main Justice kept the probe open and handed it to a new team while the separate breakup case still heads to trial in March. https://twitter.com/i/web/status/2001402949852106808 https://twitter.com/i/web/status/2001402949852106808"
X Link 2025-12-17T21:23Z 125K followers, [----] engagements
"Reuters: FTC has opened a probe into Instacarts $CART pricing sending a civil investigative demand over how it lists prices in its app. A recent study found the same items at the same partner supermarkets can cost about 7% more on Instacart adding up to over $1000 a year. Instacart says retailers not Instacart set the prices shown in the app. https://twitter.com/i/web/status/2001439552809144794 https://twitter.com/i/web/status/2001439552809144794"
X Link 2025-12-17T23:49Z 124.8K followers, [----] engagements
"Birkenstock $BIRK shares are falling after the company guided FY26 BELOW expectations w/ revenue seen at 2.302.35B vs 2.39B est and adj. EBITDA at least 700M vs 757.8M citing tariff pressure & a [---] bps hit to margin (FY26 GM guided to 57%57.5% vs 59.1% last year)"
X Link 2025-12-18T11:58Z 125K followers, [----] engagements
"Cognizant $CTSH said it signed a multi-year AI partnership with Microsoft to co-build and jointly sell enterprise AI solutions across sectors like financial services healthcare retail and manufacturing"
X Link 2025-12-18T14:13Z 125.6K followers, [----] engagements
"Dynatrace $DT said it expanded its Google Cloud partnership and is a launch partner for Gemini CLI extensions and Gemini Enterprise adding a Dynatrace Gemini CLI Extension for terminal-based observability and root-cause analysis and enabling AI agents to connect to Dynatrace via Googles A2A protocol. https://twitter.com/i/web/status/2001657283194032228 https://twitter.com/i/web/status/2001657283194032228"
X Link 2025-12-18T14:14Z 124.6K followers, [----] engagements
"KeyBanc Starts $LUNR at Overweight PT $20 Analyst comments: "Front-runner in the NASA Lunar Terrain Vehicle (LTV) award; scalable lunar-services opportunity emerging. The shutdown pushed NASA award timing. The Lanteris acquisition adds satellite manufacturing plus data/defense growth. Pro forma backlog nearing $1B. Valuation is near the low end due to partial mission outcomes but we have high confidence in IM-3 improvements. Shares trade at 3.4x price-to-sales vs. 25x history; our $20 PT implies 6.3x." Analyst: Michael Leshock https://twitter.com/i/web/status/2001765585466855511"
X Link 2025-12-18T21:24Z 124.5K followers, 26.3K engagements
"Lamb Weston $LW down 25% today despite reaffirming sales outlook as mgmt flagged profit pressure from discounting + higher intl manufacturing costs and guided FY EBITDA toward the midpoint of $1.0B$1.2B vs $1.17B Street. FY26 rev guide $6.35B$6.55B (cons $6.52B)"
X Link 2025-12-19T17:28Z 124.8K followers, [----] engagements
"Clearwater Analytics $CWAM is being taken private in an $8.4B deal (including debt) led by Permira and Warburg Pincus with Francisco Partners and Temasek also participating. Shareholders get $24.55/share cash. Deal is targeted to close in 1H26 & includes a go-shop through Jan. [--] [----]. https://twitter.com/i/web/status/2003054552912937248 https://twitter.com/i/web/status/2003054552912937248"
X Link 2025-12-22T10:46Z 125.4K followers, 14.8K engagements
"Fiserv $FISV is expanding its partnership with Mastercard $MA to roll out Mastercards Agent Pay Acceptance Framework at scale enabling AI agents to make purchases using tokenization authentication and fraud controls"
X Link 2025-12-22T14:11Z 124.1K followers, [----] engagements
"Dominion Energy $D says Interiors 90-day pause of its 2600MW Coastal Virginia Offshore Wind project threatens grid reliability for Virginia including military bases and data centers. Dominion says the site is [----] miles offshore coordinated with the military for 10+ years and is months from producing power. https://twitter.com/i/web/status/2003136293816205536 https://twitter.com/i/web/status/2003136293816205536"
X Link 2025-12-22T16:11Z 124.1K followers, 12.2K engagements
"Raymond James on $DOCS (Strong Buy PT $65): "We reiterate our Strong Buy rating on Doximity after sitting down with Co-founder and CEO Jeff Tangney earlier this month as we gained a better appreciation for both the companys core values and competitive differentiation. While Doximity has consistently voiced a physicians-first ethos we think management's commitment to that north star will become an increasingly important distinction as AI usage proliferates. This is true not only in terms of physician trust and values but also in gaining traction with 300+ large health systems that cover 45%+"
X Link 2025-12-29T10:04Z 124.6K followers, [----] engagements
"TeraWulf $WULF said its JV subsidiary Flash Compute closed a $1.3B private offering of 7.250% senior secured notes due Dec. [--] [----] issued at par to help fund construction of the Abernathy Texas HPC data center campus"
X Link 2025-12-29T21:20Z 125.5K followers, 12K engagements
"Top [--] U.S. IPOs in December by returns: $FJET +245% $ANDG +55% $MDLN +40% STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk"
X Link 2025-12-30T18:26Z 125.7K followers, 14.1K engagements
"$NVDA Partner Hon Hai (Foxconn) reported December revenue of NT$862.82B up 31.8% YoY. Q4 revenue was NT$2.6T versus about NT$2.4T expected with AI server demand contributing. Note: They are expanding AI server production in the U.S. adding capacity in Wisconsin and Texas"
X Link 2026-01-05T08:49Z 125K followers, 13.2K engagements
"Piper Sandler Upgrades $FFIV to Overweight from Neutral Raises PT to $295 from $277 Analyst comments: "Shares are down 22% since the announced breach in October and the FY26 guidance miss on the fiscal 4Q call. With the 'Year of Refresh' upon usamplified for F5 given the end-of-support for more than 50% of legacy systems this year AI modernizations and eventual software re-acceleration given renewal timingthere was a building narrative for F5 before the breach. While we expect the breach may have some impact our initial fiscal 1Q26 channel checks SuperComputing and management commentary"
X Link 2026-01-05T09:04Z 124.7K followers, [----] engagements
"Barclays Upgrades $OSCR to Equalweight from Underweight Raises PT to $18 from $13 Analyst comments: "Alongside of this we believe OSCR is also priced attractively and the market is currently over-discounting the negative outcomes from expiring subsidies (OSCR -13% in December vs. S&P flat). Our pricing analysis shows healthy rate increases consistent with the market (+28%) paired with leading competitive positioning. However larger swings in relative positioning and a lower absolute rate increase the range of outcomes and temper the outlook. At sub-$15 we believe the risk -reward is more"
X Link 2026-01-05T10:17Z 124.8K followers, 38.4K engagements
"Honda $HMC signed an MOU with Princeton NuEnergy to work on lithium-ion battery recycling building on validation work since 2022"
X Link 2026-01-05T13:10Z 125K followers, [----] engagements
"Allegro $ALGM launched its Power-Thru SiC gate driver chipset for 800V power designs in AI data centers EVs and clean energy. Its designed to eliminate external isolated bias supplies cut BOM/footprint and improve noise performance. Allegro says it reduces common-mode capacitance up to 15x and improves EMI by 20dB vs a competitor. https://twitter.com/i/web/status/2008198895885819930 https://twitter.com/i/web/status/2008198895885819930"
X Link 2026-01-05T15:28Z 124.8K followers, [----] engagements
"Veeva $VEEV board approved a $2B Class A share repurchase program. Runs [--] years and can be executed via open market private deals or 10b5-1 plans. CFO Brian Van Wagener cited robust cash generation and financial outperformance"
X Link 2026-01-05T21:40Z 125.5K followers, [----] engagements
"$NVDA says its targeting a robotaxi launch with a partner as soon as [----] using Level [--] autonomous vehicles in limited pre-defined areas. Nvidia didnt name the partner or launch market yet"
X Link 2026-01-05T22:15Z 124.2K followers, 145.9K engagements
"UBS Downgrades $SG to Neutral from Buy PT $7.50 Analyst comments: "We are downgrading SG from Buy to Neutral given: (1) our expectation that store traffic and sales will take time to inflect positively as macro pressures are likely to persist into [----] and key customer cohorts are likely to remain challenged (i.e. younger consumers); (2) slower net unit growth cadence at least in [----] as management shifts focus toward capital preservation and investment to improve same-store sales across the existing system; and (3) pressured margins due to sales deleverage. We believe SG could see greater"
X Link 2026-01-06T09:18Z 125.5K followers, [----] engagements
"$PCAR $CMI $ALSN $ETN Morgan Stanley: "December ACT Class [--] orders came in at 42.7k units +16% YoY +118% MoM. Class [--] orders increased YoY for the first time all year significantly beating expectations and suggesting upside to [----] market outlooks"
X Link 2026-01-06T09:55Z 125.7K followers, [----] engagements
"William Blair Upgrades $MDT to Outperform from Market Perform Analyst comments: "As we head into the new year we are taking a fresh look at some of our ratings which leads us to our upgrade of Medtronic to an Outperform rating. Our long-time Market Perform rating hinged on a business that was too large and not differentiated enough to durably hit its goals of delivering consistent high-single-digit EPS growth. Exiting calendar [----] Medtronic is ramping up several new products with many more in the pipeline. At the same time the company is moving forward with the planned spin-off of its"
X Link 2026-01-06T10:10Z 124.7K followers, [----] engagements
"BofA Securities Downgrades $ULCC to Underperform from Neutral Lowers PT to $4 from $5 Analyst comments: "Capacity: Our 4Q25 capacity forecast of +0.5% is maintained remaining slightly above consensus of +0.2% and in line with current schedules. Capacity expectations for [----] also remain unchanged with +8.0% growth anticipated as ULCCs utilization increases. Growth is expected to resume in 2Q26 as we see 1Q26 capacity down -1.0% consistent with current schedules. This compares with consensus expectations of -0.7% in 1Q26 and +7.0% for the full year. Revenues: We adjust our 4Q25 unit revenue"
X Link 2026-01-06T11:19Z 125.5K followers, [----] engagements
"Deutsche Bank Initiates Coverage on $DLR and $EQIX with Buy Rating and PT of $180 and $915 respectively. Analyst comments: "We are constructive on both Digital Realty and Equinix as major beneficiaries of (1) the continued expansion of the digital economy broadly and (2) the emergence of AI as a potential driver of meaningfully higher demand for digital infrastructure over time. Digital Realty (Buy $180) is our top pick based on strong thematic tailwinds around AI with upside from lease renewals and a robust pipeline of capacity which should lead to sustainable double-digit returns"
X Link 2026-01-06T12:37Z 125.3K followers, [----] engagements
"Baird Upgrades $AMCR to Outperform from Neutral PT $10 Analyst comments: "While a combination of (1) sluggish core volumes over the past three years and (2) higher balance sheet leverage following the acquisition of Berry Global has weighed on the valuation multiple of Amcor we believe that self-improvement dynamics are nonetheless supportive of earnings growth and cash-flow-led balance sheet deleveraging supporting our upgrade to Outperform (from Neutral)." Analyst: Ghansham Panjabi https://twitter.com/i/web/status/2008851245138882568 https://twitter.com/i/web/status/2008851245138882568"
X Link 2026-01-07T10:40Z 124.7K followers, [----] engagements
"BofA Double Upgrades $REGN to Buy from Underperform Raises PT to $860 from $627 Analyst comments: "Our bullish view is driven by multiple factors: (1) our prior Underperform thesis around Eylea SD has played out in our view as consensus estimates have come down; (2) we are more bullish on Eylea HDs potential in light of multiple label updates and we are now meaningfully higher versus consensus; (3) potential for further upside from Dupixent (shared with Sanofi); (4) potential upside from the pipeline in [----] including the Phase [--] fianlimab (LAG-3) melanoma readout in 1H26; (5) potential for"
X Link 2026-01-07T11:15Z 125.5K followers, [----] engagements
"Scotiabank Downgrades $ASTS to Sector Underperform from Sector Perform PT $45.60 Analyst comments: "Without yet a single retail customer and faced with the challenge of orbiting [--] satellites to achieve continuous service in a handful of markets in late [----] or early [----] ASTSs share price at $97.60/share has once again overshot to what we see as irrational levels (market cap of $37B). Evidence of slow user adoption in the U.S. and Japan modest ARPUs and high capex (including duplicated satellites for new frequencies) means investors may have to wait until [----] or [----] for tangible equity"
X Link 2026-01-07T11:58Z 125K followers, 155.9K engagements
"Apollo $APO is backing a $5.4B Valor and xAI data center compute infrastructure transaction providing a $3.5B capital solution using a triple net lease financing structure"
X Link 2026-01-07T13:10Z 125.9K followers, [----] engagements
"Trump: Remember for all of those big NATO fans they were at 2% GDP and most werent paying their bills UNTIL I CAME ALONG. The USA was foolishly paying for them I respectfully got them to 5% GDP AND THEY PAY immediately. Everyone said that couldnt be done but it could because beyond all else they are all my friends. Without my involvement Russia would have ALL OF UKRAINE right now. Remember also I single-handedly ENDED [--] WARS and Norway a NATO Member foolishly chose not to give me the Noble Peace Prize. But that doesnt matter What does matter is that I saved Millions of Lives. RUSSIA AND CHINA"
X Link 2026-01-07T14:49Z 126K followers, 11.3K engagements
"ABBVIE $ABBV SAYS IT'S NOT IN TALKS TO BUY REVOLUTION MEDICINES $RVMD"
X Link 2026-01-07T21:06Z 124.7K followers, [----] engagements
"Piper Sandler (Alexander Potter) upgrades: $F: Neutral Overweight PT $16 $APTV: Neutral Overweight PT $103 $STLA: Neutral Overweight PT $15 $GM: Neutral Overweight PT $98"
X Link 2026-01-08T09:44Z 125K followers, [----] engagements
"Wolfe Research Downgrades $TOST to Peerperform from Outperform Analyst comments: "While we continue to appreciate TOSTs enhanced execution and best-in-class restaurant offerings we are downgrading shares to Peerperform. We see the company entering [----] with healthy momentum driven by continued penetration of the core and increasing contributions from the new TAMs. That said competition in the restaurant POS space continues to increase as peers invest in tech and GTM. TOST is actively investing to solidify its market leadership likely leading to less margin expansion in [----] (though this could"
X Link 2026-01-08T09:56Z 125.7K followers, [----] engagements
"Wolfe Research Upgrades $ELV to Outperform from Peerperform Announces PT to $425 Analyst comments: "We see a compelling path forward for ELV following what we expect will be conservatively biased [----] guidancemore on the guide belowwhen the company reports Q425 results on 1/28. In particular our [----] estimate likely marks a bottom in the numbers which as seen with both CVS and UNH is the first step in improving sentiment. From there the story should be about potential upside drivers which include Medicare Advantage in the near term Exchanges in [----] and $11+ of untapped earnings power in the"
X Link 2026-01-08T09:57Z 124.1K followers, [----] engagements
"$HELE Q3'26 Earnings Highlights 🔹 Revenue: $512.8M (Est. $502.42M) 🟢 🔹 EPS: $1.71 (Est. $1.69) 🟢 FY26 Outlook: 🔹 Revenue: $1.76B$1.77B (Est. $1.76B) 🟡 🔹 EPS: $3.25$3.75 (Est. $4.02) 🔴"
X Link 2026-01-08T12:03Z 125.9K followers, [----] engagements
"AtaiBeckley $ATAI set [----] milestones ahead of JPM: BPL-003 TRD Phase [--] guidance in Q126 and planned Phase [--] start in Q226 after FDA End-of-Phase [--]. VLS-01 (DMT buccal film) Phase [--] topline due H226. EMP-01 (oral R-MDMA) Phase 2a topline due Q126. Runway expected into 2029"
X Link 2026-01-08T12:06Z 124.6K followers, [----] engagements
"Barclays Upgrades $PGR to Overweight from Equalweight Raises PT to $265 from $257 Analyst comments: "Personal Lines: Turning to personal lines underwriting while our view was relatively unfavorable in [----] we see improvement relative to commercial underwriters this year. Competitive market headwinds are now better understood growth expectations more accurately reflect pricing dynamics and valuations have adjusted in anticipation of competition. As a result we adopt a more neutral industry outlook and upgrade Progressive (PGR) to Overweight. We believe PGRs recent rate decreases could support"
X Link 2026-01-08T12:42Z 124.3K followers, [----] engagements
"Baird Upgrades $GNRC to Outperform from Neutral Lowers PT to $199.00 from $215.00 Analyst comments: "GNRC has a variety of unique catalysts ahead with the C&I diesel genset opportunity (a meaningful estimate catalyst) reduction of the residential clean energy EBITDA drag (directionally in its control) cyclical green shoots in core C&I and bottomed core HSB dynamics (2H26 easy comps/normalization potential). Combined with weak trading action (-25% off 2H25 peak vs. S&P +7%) reasonable valuation levels (12-13x NTM EBITDA vs. 10-15x range since 2022) Marchs analyst day and muted sentiment we see"
X Link 2026-01-09T10:30Z 124.7K followers, [----] engagements
"JPMorgan Upgrades $LUV to Overweight from Neutral Raises PT to $60 from $36 Analyst comments: "We believe the potential for a $5 EPS guide from Southwest to be attractively probable. Such a guide would handily dwarf the $2.98 consensus for [----] as well as all prevailing individual forecasts. Granted the market may not immediately embrace a guide of this magnitude owing to Southwests somewhat checkered guidance history which we believe lies at the root of its decision to embrace the more streamlined EPS format. However even a sub-$5 sellside/buyside embrace coupled with static valuation"
X Link 2026-01-09T11:22Z 124.7K followers, [----] engagements
"KeyBanc Reiterates $BROS at Overweight PT $77 Analyst comments: "Overall we believe investors generally agreed with our view that Dutch Bros is among the cleanest restaurant stories for [----] with clearly defined idiosyncratic drivers. Surprisingly valuation rarely came up in our conversations if at all as we think bulls are looking for top-line momentum to drive stock outperformance even following a year when BROS posted the best performance among the restaurants group (+17% in [----] vs. our broader restaurants coverage -3% on a market cap-weighted basis and the S&P [---] of +16%). While still"
X Link 2026-01-09T13:02Z 125.6K followers, [----] engagements
"Morgan Stanley Upgrades $AKAM to Overweight from Underweight Raises PT to $115 from $83 Analyst comments: "Double-upgrade to Overweight from Underweight on brighter growth prospects and attractive valuation. Despite an aggressive strategy to evolve the company from a content delivery company to a cloud infrastructure and security business overall revenue growth since coming out of the pandemic has been stuck in the +45% range with EPS growing at a similar CAGR since [----]. While we believed there was merit to the long-term strategy our prior Underweight rating was based on the view that"
X Link 2026-01-12T10:27Z 124.1K followers, [----] engagements
"$FIVE said holiday sales (Nov [--] to Jan 3) were $1.47B up 23.2% y/y with comps up 14.5%. It RAISED Q4 outlook to about $1.71B revenue and $3.93$3.98 EPS and RAISED FY25 guidance to about $4.75B revenue and $6.10$6.15 EPS"
X Link 2026-01-12T12:11Z 125.3K followers, [----] engagements
"Duolingo said CFO Matt Skaruppa is stepping down after nearly [--] years. Board member Gillian Munson a former finance exec at Vimeo will take over as CFO. $DUOL also posted prelim Q4 metrics: DAU up about 30% YoY and bookings of $329.5M to $335.5M vs a $334.2M estimate"
X Link 2026-01-12T12:35Z 124.8K followers, 45.2K engagements
"President Trump said large U.S. tech companies should pay their own way for rising electricity costs tied to data centers singling out Microsoft $MSFT as first up and saying his administration will announce major changes this week"
X Link 2026-01-13T00:39Z 125K followers, 25K engagements
"Chinese EVs shares jumped after the EU said its weighing a minimum price system to replace tariffs on China made EVs (duties set in [----] up to 35%). Exporters would propose minimum prices volume limits and EU investment plans. $XPEV $NIO $BYD"
X Link 2026-01-13T07:39Z 124K followers, [----] engagements
"Jefferies Downgrades $LYV to Hold from Buy Lowers PT to $155 from $161 Analyst comments: "The primary reason for our change on Live nation is a challenging growth outlook for FY26 in North America. More specifically we forecast North America fans up just 1% y/y (vs. FY25's down 4%) with total Concert and Ticketing revenue up 7% and 3% y/y (vs. FY25's +9% and +2%) respectively with international growth outpacing domestic leading to a mix-shift headwind. We also observe a pricing mix shift to the primary vs. secondary as strategically sound although it limits growth. Additionally we had"
X Link 2026-01-13T09:25Z 125.7K followers, [----] engagements
"Daiwa Securities Downgrades $PYPL to Neutral (3) from Outperform (2) Lowers PT to $61 from $77 Analyst comments: "We lower our rating on PayPal Holdings from [--] (Outperform) to [--] (Neutral) and set our 12-month target price at $61 which equates to just over 10x our FY26 EPS estimate. In our view the firm should be able to achieve EPS growth of at least 10% through FY27 with its shift toward a profit-focused management approach bearing fruit. However concerns about a decline in PayPals market share have strengthened and we think valuations will remain at depressed levels until growth in total"
X Link 2026-01-13T09:44Z 125K followers, [----] engagements
"$VELO signed a CRADA with the U.S. Armys DEVCOM GVSC to rapidly develop and qualify 3D printed metal parts to help fix ground vehicle supply chain bottlenecks. If prototypes qualify the Army can insert Velo3D-made alternatives into the supply chain. Velo3D says its U.S.-assembled Sapphire printers can print up to 600mm diameter and 1m tall parts and meet DoD cybersecurity standards. https://twitter.com/i/web/status/2011076857102549088 https://twitter.com/i/web/status/2011076857102549088"
X Link 2026-01-13T14:04Z 124.5K followers, [----] engagements
"Intuitive Machines $LUNR closed its $800M deal for Lanteris Space Systems (formerly Maxar Space Systems) paying $450M cash and $350M in stock. This adds flight-proven satellite manufacturing at scale with Lanteris building platforms used for missile warning ISR Earth observation and space domain awareness across LEO MEO and GEO. https://twitter.com/i/web/status/2011079852221481070 https://twitter.com/i/web/status/2011079852221481070"
X Link 2026-01-13T14:16Z 125.7K followers, [----] engagements
"Goldmans [----] setup for Business & Info Services is AI separates the winners from the replaceable. They call out $FICO Moodys $MCO MSCI S&P Global $SPGI Reuters $TRI and Verisk $VRSK as best positioned because they sit on proprietary data and sticky workflows with pricing power and moats. On the other side they flag FactSet $FDS H&R Block $HRB and Robert Half $RHI as higher disintermediation risk from AI since the models can automate more of what they sell and they lack the same data advantages. Top [----] Buy-rated picks they highlight: $BFAM $FICO $IRM $SPGI $TRI."
X Link 2026-01-14T10:27Z 124.8K followers, 19.7K engagements
"TD Cowen (Bill Katz): Downgraded $SF $KKR $BLK to Hold; upgraded $CME to Buy"
X Link 2026-01-14T10:41Z 125K followers, [----] engagements
"Deutsche Bank Highlights $INSW and $STNG as Favorite Tanker Plays; $SBLK and $GNK as Preferred Dry Bulk Plays "Geopolitical disruptions have significantly influenced tonne-mile demand over the past several years. Generally the maritime shipping industry benefits when there is greater inefficiency in trade routes (all else equal). When owners can't (or choose not to) utilize the shortest and most direct routes this generally results in longer sailing distances and a reduction in the effective supply of vessels due to increased transit times. This can also take the form of slower sailing speeds"
X Link 2026-01-14T12:17Z 125.7K followers, [----] engagements
"QuickLogic $QUIK says it got its first orders for its radiation-hardened FPGA Development Kit which includes SRH FPGA test chips built on GlobalFoundries 12nm process. Shipments are expected in late Q1 [----]. The company says the test chips were self-funded last year and are aimed at Defense Industrial Base programs already in development as it tries to win discrete rad-hard FPGA designs and embedded SRH FPGA IP in ASICs. https://twitter.com/i/web/status/2011413187229557193 https://twitter.com/i/web/status/2011413187229557193"
X Link 2026-01-14T12:20Z 125.6K followers, [----] engagements
"$KULR landed a [--] year preferred battery supply deal with Caban Energy that the company estimates at about $30M of total revenue starting in [----]. The agreement also includes KULR acquiring Cabans manufacturing assets in Plano Texas which should help expand domestic production capacity for telecom fiber and data center backup power demand. https://twitter.com/i/web/status/2011433714417623201 https://twitter.com/i/web/status/2011433714417623201"
X Link 2026-01-14T13:42Z 124.7K followers, [----] engagements
"$TSM TSMC Q425 Detailed Earnings Highlights: 🔹 Revenue: $33.73B (Est. $33.3B) 🟢; +25.5% YoY; +1.9% QoQ 🔹 Gross Margin: 62.3% (Est. 60.5%) 🟢 🔹 Oper Margin: 54.0% (Prior: 49%51%) 🟢 🔹 Net Profit: $16.30B (Est. $15.2B) 🟢 FY26 CapEx mix: 🔹 CapEx: $52$56B (vs $40.9B in FY25 Est. $48B) 🟢 🔹 70%80% advanced node; 🔹 10% specialty; 🔹 10%20% advanced packaging /testing /mask/others Q126 Guidance 🔹 Revenue: $34.6$35.8B (Est $33.2B) 🟢; +4% QoQ; +38% YoY 🔹 Gross Margin: 63%65% (Est 59.6%) 🟢 🔹 Operating Margin: 54%56% (Est 50.0%) 🟢 🔹 Assumed FX (for guide): $1 = [----] 🔹 Tax rate: 16% in"
X Link 2026-01-15T08:46Z 124.8K followers, 98.4K engagements
"DLocal $DLO says its ramping Asia in [----] with plans for dozens of hires and an Asia-based senior leader aiming to lift Asia from single-digit share of TPV to at least 30% over the next [--] to [--] years per CEO Arnt. He said no Asia M&A is in the pipeline but expects to close AZA Finance in [----]. https://twitter.com/i/web/status/2011733453952417927 https://twitter.com/i/web/status/2011733453952417927"
X Link 2026-01-15T09:33Z 125.4K followers, 11.1K engagements
"UBS Upgrades $ENTG to Buy from Neutral Raises PT to $145 from $90 Analyst comments: "We expect a broader MSI recovery along with several technology inflections in C2026 to materially benefit ENTG including: 1) the ramp of N2 at TSMC 2) broader adoption of Molybdenum (Moly) in the NAND metallization stack and 3) a more meaningful flow-through of leading edge AI wafer starts where ENTG is most levered. As a result we model revenue growth of 10%/11% across C2026/2027 predicated on [---] bps of annual outperformance vs its underlying market (comprising 75% MSI and 25% Semi Capex). Relative to our"
X Link 2026-01-15T09:42Z 125K followers, [----] engagements
"TSMC Income Statement Visualization by @EconomyApp"
X Link 2026-01-15T10:21Z 124.7K followers, [----] engagements
"Boston Scientific to buy Penumbra for $374/share (EV $14.5B) 73% cash. $PEN guides FY25 revenue $1.4B (+17% to 18%) and 4Q growth 21% to 22%. $BSX expects $0.06 to $0.08 adj EPS dilution year 1; near neutral year 2"
X Link 2026-01-15T12:07Z 125.6K followers, 13.5K engagements
"$NVDA is investing in Harmonic a math-focused AI startup co-founded by Vlad Tenev as part of a $120M Series C that values the company at $1.45B"
X Link 2026-01-15T12:27Z 124.8K followers, 34.3K engagements
"$CART shares are moving lower after Kroger $KR says nearly [----] of its stores are now available for grocery delivery across $UBER Eats Uber and Postmates nationwide"
X Link 2026-01-15T14:53Z 125.6K followers, [----] engagements
"$NOVT $TER Bloomberg reports OpenAI is asking for proposals from US-based manufacturers as it ramps up plans across consumer devices robotics and US data centers. The RFPs call out components like silicon motors packaging materials and data center cooling gear though OpenAI didnt disclose a budget or timeline. https://twitter.com/i/web/status/2011832859313811586 https://twitter.com/i/web/status/2011832859313811586"
X Link 2026-01-15T16:08Z 125.6K followers, [----] engagements
"EQUINOR $EQNR WINS RULING TO RESUME US WIND PROJECT HALTED BY TRUMP"
X Link 2026-01-15T16:36Z 125K followers, [----] engagements
"Bloomberg: Coterra $CTRA is reportedly considering a combination with Devon $DVN but talks are ongoing and a deal isnt certain"
X Link 2026-01-15T17:41Z 124.6K followers, [----] engagements
"Global corporate bond spreads hit [----] tights. Bloombergs global credit index shows OAS at [---] bps lowest since June [----]. Junk spreads are near 2-decade lows. Issuance is heavy too: about $435B in the first half of Jan. Aberdeen and Pimco warn complacency"
X Link 2026-01-16T10:11Z 125.4K followers, [----] engagements
"Barclays Downgrades $HPQ to Underweight from Equalweight Lowers PT to $18 from $24 Analyst comments: "While we see the stock as inexpensive (7x P/E) we believe secular challenges across both PCs and Printing combined with a lack of catalyst will cause the stock to remain pressured in [----]. Additionally we expect the current memory cycle to pressure HPQs PC business (30% of Personal Systems is Consumer) with further downside potential in the year. We lower our PT to $18 (from $24) on a 6x (down from 8x) P/E multiple on our FY27 EPS estimate of $3.03 (unchanged). We view 6x as reasonable given"
X Link 2026-01-16T10:42Z 124.1K followers, [----] engagements
"Deutsche Bank Downgrades $FOUR to Hold from Buy Lowers PT to $65 from $100 Analyst comments: "While FOUR has presented a compelling growth story centered on its end-to-end (E2E) payment ecosystem and differentiated M&A strategy we see several challenges in the near-term. The primary driver of our downgrade to Hold centers around the sustainability of FOURs organic growth. While we commend the companys incremental disclosures with 3Q25 earnings (18% Y/Y organic in the quarter) we worry that the implied organic growth in 4Q25 will be a step-down to the mid-teens (below the companys high-teens"
X Link 2026-01-16T10:51Z 124.8K followers, 20.6K engagements
"Morgan Stanley Downgrades $MGM to Underweight from Equalweight Lowers PT to $33 from $40 Analyst comments: "We are downgrading the stock as we expect the following factors to drive downside to consensus estimates which are unlikely to drive a positive valuation re-rating: 1) Vegas trends likely remain challenged post 1Q amidst a 'reversion to the mean' on demand plus MGM will face a combination of disruption from renovations at Aria and new supply from Hard Rock in 2027; 2) share loss in Macau as LVS ramps up investment in promotions/generosity; and 3) muted share trends in U.S. OSB/iGaming."
X Link 2026-01-16T10:58Z 125.4K followers, [----] engagements
"Morgan Stanley Downgrades $KHC to Underweight from Equalweight Lowers PT to $24 from $27 Analyst comments: "We are downgrading KHC to Underweight as our analysis suggests the company is among the most exposed within our coverage to emerging competitive pressures that reduce visibility to a sustainable topline and margin recovery which are not fully reflected in consensus expectations. While we previously moved to Equalweight from Underweight on the view that our downside thesis had largely played out and estimates had reset more recent trends point to a renewed step-up in competitive"
X Link 2026-01-16T10:58Z 124.7K followers, [----] engagements
"Morgan Stanley Downgrades $SJM to Equalweight from Overweight Lowers PT to $105 from $115 Analyst comments: "We are downgrading SJM to Equalweight from Overweight following a period of solid relative outperformance (1260 bps over the LTM vs. center-store peers) and our analysis suggesting the potential for emerging competitive risks over the NTM. Our prior OW thesis was based on the view that SJM was well positioned to deliver attractive organic sales growth relative to center-of-store peers and that valuation was too low. While we still believe SJM is positioned to outperform peers on OSG"
X Link 2026-01-16T10:58Z 124.4K followers, [----] engagements
"Daqo $DQ said its main subsidiary Xinjiang Daqo preliminarily expects a FY2025 net loss of RMB 1.0B to 1.3B vs RMB 2.7B loss in [----] (PRC GAAP). Daqo owns 72.8%"
X Link 2026-01-16T11:11Z 125.7K followers, [----] engagements
"JB Hunt $JBHT is trading lower even after a 4Q25 EPS beat at $1.90 vs $1.80 Street because the tone on pricing was cautious. The upside was mostly Intermodal while Dedicated and ICS came in softer on EBIT. There is little clear big pricing opportunity in [----] and most customers treated the late [----] rate spike as seasonal. Cost cuts were a bright spot: $25M saved in 4Q with the annualized run rate already over the $100M target laid out in July plus $140M of buybacks in 4Q and $923M for the year. https://twitter.com/i/web/status/2012126398060880286"
X Link 2026-01-16T11:34Z 125.4K followers, [----] engagements
"Stifels take on $ADI is that its a high-performance analog/mixed-signal powerhouse and the leading challenger to $TXN built to hold up better when macro gets choppy. They point to roughly 87% of sales coming from B2B a smaller consumer piece thats been rebuilt to be more B2B-like and higher margin self help from Maxim cross-selling and cost synergies and a hybrid manufacturing model with flex capacity they see eventually reaching 70% revenue flex potential. https://twitter.com/i/web/status/2012140641166221470 https://twitter.com/i/web/status/2012140641166221470"
X Link 2026-01-16T12:31Z 124.1K followers, 12.3K engagements
"Jefferies: Trump + PJM governors backing an emergency PJM "backstop" capacity auction. They call it a negative shock for power as intervention could pressure existing contracts. $GEV seen best winner; positives $NRG $PPL $NEE $PRIM $PWR $WMB; risks $CEG $TLN $VST $CPX"
X Link 2026-01-16T15:02Z 125.3K followers, 14K engagements
"Morgan Stanley Downgrades $PLD to Equalweight from Overweight Raises PT to $135 from $120 Analyst comments: "We raise Prologis price target by 12.5% to $135 and downgrade to Equalweight on valuation. Potential improvement in same-store net operating income growth and capital deployment in traditional industrial centers as well as data centers may already be factored into consensus estimates in our view. Indeed the resiliency of the core industrial business and the potential upside from monetizing data center development may now be well understood by investors. Our price target is consistent"
X Link 2026-01-16T19:28Z 124.5K followers, [----] engagements
"WSJ says Beyond Meat $BYND is testing a fruit-flavored carbonated PROTEIN DRINK line called Beyond Immerse sold in limited runs through its online test kitchen as demand for plant-based meat keeps cooling"
X Link 2026-01-16T19:45Z 125.5K followers, [----] engagements
"DraftKing $DKNG and Flutter $FLUT are having their worst day in [--] months after New York online sportsbook revenue fell 40% YoY for the week ended Jan. 11"
X Link 2026-01-16T20:02Z 124.7K followers, 21.5K engagements
"Elon Musk is seeking $79B to $134B in damages from OpenAI and Microsoft arguing he was defrauded of about $38M in [----] seed funding and is owed a share tied to OpenAIs roughly $500B valuation. Jury trial is set for April in Oakland CA"
X Link 2026-01-17T16:17Z 125K followers, 12.5K engagements
"US Treasury Secretary Bessent when asked if he believes the UK or EU have any financial retaliatory means the U.S. should be worried about: No"
X Link 2026-01-20T07:45Z 124.7K followers, [----] engagements
"$GSK agrees to buy $RAPT in a $2.2B deal paying $58/share. GSK gets global rights to ozureprubart (ex-China HK Macau Taiwan)"
X Link 2026-01-20T09:05Z 124.6K followers, [----] engagements
"China has expanded its probe into $PDD the company behind Temu after a reported fistfight between PDD staff and market regulators last month. More than [---] investigators from agencies including SAMR and the tax authority have been sent to PDDs Shanghai HQ looking into alleged issues ranging from fraudulent deliveries to tax matters according to people familiar. The scrutiny has reportedly slowed Lunar New Year marketing and delayed projects. https://twitter.com/i/web/status/2013542540188729513 https://twitter.com/i/web/status/2013542540188729513"
X Link 2026-01-20T09:22Z 124.5K followers, 10.6K engagements
"$HON $RGTI $IONQ Honeywell-backed Quantinuum is working with Morgan Stanley and JPMorgan on an IPO as soon as 1H [----]. The deal could raise $1.5B+ and value it at $15-20B versus an almost $11B post-money valuation last September"
X Link 2026-01-20T10:50Z 124K followers, 21.9K engagements
"TD Cowen Downgrades $WRB to Sell from Hold Lowers PT to $55 from $77 Analyst comments: "Our analysis indicates that W.R. Berkley trades at a premium relative to its current fundamentals with limited upside potential as earnings growth slows and reserve risks rise. Softer premium growth is also likely to add valuation pressure. We continue to value managements thoughtful execution but fundamentals do not seem to support the current premium valuation." Analyst: Andrew Kilgerman https://twitter.com/i/web/status/2013594470269202787 https://twitter.com/i/web/status/2013594470269202787"
X Link 2026-01-20T12:48Z 125.2K followers, [----] engagements
"$FSLR says the USPTO Director denied three inter partes review petitions from JinkoSolar Canadian Solar and Mundra Solar that sought to invalidate First Solars TOPCon patents"
X Link 2026-01-20T13:06Z 124.7K followers, [----] engagements
"Ray Dalio: The monetary order is breaking down. Fiat currencies and debt arent being held by central banks the same way. Other countries are buying gold to diversify. This happens when countries feel uncomfortable owning other countries debt & move toward hard assets"
X Link 2026-01-20T13:14Z 124.7K followers, [----] engagements
"QIAGEN $QGEN IS SAID TO WEIGH STRATEGIC OPTIONS AMID FRESH INTEREST"
X Link 2026-01-20T16:34Z 125.3K followers, [----] engagements
"Worst S&P [---] Performers Year-till-date:"
X Link 2026-01-20T20:45Z 124.7K followers, 21.7K engagements
"Reuters: A Shanghai district tax bureau fined $PDD Holdings about $14k for failing to submit required tax information according to Chinas Xinhua"
X Link 2026-01-21T09:31Z 124.7K followers, [----] engagements
"$JNJ Johnson & Johnson Q425 Earnings Highlights 🔹 Adj. EPS: $2.46 (Est. $2.44) 🟢; UP +21% YoY 🔹 Sales: $24.56B (Est. $24.15B) 🟢; UP +9% YoY 🔹 Innovative Medicine: $15.76B (Est. $15.4B) 🟢; +10% YoY 🔹 MedTech: $8.80B; UP +8% YoY FY26 Guidance 🔹 Sales: $100B to $101B (Est. $98.9B) 🟢 🔹 Adj. EPS: $11.43 to $11.63 (Est. $11.49) 🟢 🔹 Adj. Operating EPS: $11.28 to $11.48 🔹 Operating Margin outlook: 31.5% 🔹 Expects operating income growth to be stronger in 2H26 than 1H26 Other Notables 🔸 Pipeline/launch updates included CAPLYTA (MDD) RYBREVANT FASPRO + LAZCLUZE (NSCLC) and OTTAVA robotic"
X Link 2026-01-21T11:28Z 124.1K followers, 19.9K engagements
"$HAL Halliburton Q4 Earnings Highlights 🔹 EPS: $0.69 (Est. $0.55) 🟢 🔹 Revenue: $5.70B (Est. $5.41B) 🟢"
X Link 2026-01-21T11:48Z 124.3K followers, [----] engagements
"Stifel Upgrades $DDOG to Buy from Hold Lowers PT to $160 from $205 Analyst comments: "We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current"
X Link 2026-01-22T08:55Z 125.1K followers, [----] engagements
"South Koreas Kospi briefly hit [----] a big milestone and the Kospi [----] target President Lee Jae Myung campaigned on. The rally has pushed Koreas stock market ahead of Germany in total value with chip heavyweights Samsung and SK Hynix leading the move"
X Link 2026-01-22T09:19Z 124.3K followers, 33.1K engagements
"Sam Altman has been meeting Middle East investors about a new OpenAI round that could be $50B+ at a $750B to $830B valuation per people familiar"
X Link 2026-01-22T10:44Z 124.8K followers, 102.8K engagements
"$PG Procter & Gamble FQ226 Earnings Highlights 🔹 Organic Sales: 0% (Est. +0.54%) 🔴 🔹 Core EPS: $1.88 (Est. $1.86) 🟢; FLAT YoY 🔹 Net Sales: $22.2B; UP +1% YoY 🔹 Gross Margin: 51.2% FY26 Guidance (Maintained) 🔹 Organic Sales: 0% to +4% (Est. +1.7%) 🟡 🔹 Core EPS: $6.83 to $7.09 (Est. $6.97) 🟡 🔹 Diluted EPS growth: now +1% to +6% (cut from +3% to +9%) on higher restructuring charges 🔹 Capital return: $10B dividends + $5B buybacks; adj. FCF productivity 85%90% Cash Flow + Capital Return 🔹 Operating Cash Flow: $5.0B 🔹 Adjusted FCF productivity: 88% 🔹 Cash returned: $4.8B ($2.5B"
X Link 2026-01-22T12:03Z 124.8K followers, [----] engagements
"$ACMR narrowed its FY25 revenue outlook to $885M$900M (from $875M$925M) below the $908M consensus. It also initiated FY26 revenue guidance at $1.08B$1.175B versus $1.06B consensus citing stable WFE spending share gains from newer tools and higher investment in Oregon"
X Link 2026-01-22T12:12Z 125K followers, [----] engagements
"$INTC Intel Q425 Earnings Highlights 🔹 Adj. EPS: $0.15 (Est. $0.08) 🟢 🔹 Revenue: $13.7B (Est. $13.41B) 🟢; -4% YoY 🔹 Adj. Gross Margin: 37.9%; [----] ppts YoY Q126 Guidance 🔹 Revenue: $11.7B to $12.7B (Est. $12.56B) 🔴 🔹 Adj. EPS: $0.00 (Est. $0.05) 🔴 🔹 Adj. Gross Margin: 34.5% (Est. 36.5%) 🔴 Segment Trends (Q4 YoY) 🔹 CCG (Client): $8.2B; DOWN -7% YoY 🔹 DCAI: $4.7B; UP +9% YoY Commentary 🔸 Intel said supply is expected to be tightest in Q1 improving in Q2 and beyond and highlighted first products on Intel 18A as a milestone. https://twitter.com/i/web/status/2014444019716440559"
X Link 2026-01-22T21:04Z 124.6K followers, 90.9K engagements
"$ISRG Intuitive Surgical Q425 Earnings Highlights 🔹 Adj. EPS: $2.53 (Est. $2.26) 🟢 🔹 Revenue: $2.87B (Est. $2.75B) 🟢; UP +19% YoY 🔹 Procedures (da Vinci + Ion): UP 18% YoY --- (da Vinci +17% Ion +44%) 🔹 da Vinci placements: [---] (303 were da Vinci 5); installed base [-----] (+12% YoY) 🔹 Ion installed base: [---] (+24% YoY) FY26 Outlook 🔹 da Vinci procedure growth: 13% to 15% 🔹 Non-GAAP gross margin: 67%68% (includes 1.2% rev tariff impact) https://twitter.com/i/web/status/2014445330746720643 https://twitter.com/i/web/status/2014445330746720643"
X Link 2026-01-22T21:09Z 125.7K followers, 15K engagements
"INTEL $INTC CEO SAYS BUILDING FOUNDRY BUSINESS WILL TAKE TIME"
X Link 2026-01-22T22:16Z 125.5K followers, 115.2K engagements
"Deutsche Bank Upgrades $AMAT to Buy from Hold Raises PT to $390 from $275 Analyst comments: "With this note we are raising our estimates for AMAT to reflect a much more constructive wafer fab equipment (WFE) environment entering [----] and [----]. Our out-year estimates now stand 10% above Street with potential upside risk. In addition we view the companys current discount valuation to semiconductor capital equipment peers as overdone and see potential for this valuation gap to shrink going forward." Analyst: Melissa Weathers https://twitter.com/i/web/status/2014638942541512949"
X Link 2026-01-23T09:58Z 124K followers, 11.8K engagements
"TD Cowen Upgrades $FTNT to Buy from Hold Maintains PT at $100 Analyst comments: "Upgrade FTNT to Buy based on 1) solid checks suggesting stability as FY26 unfolds 2) while keeping our model intact we see upside to our 4Q25 billings/revenue estimates (11.6%/13.3% y/y) and see our FY26 billings estimate of 11.6% revised higher on stable spending as AI is not eating security software but rather augmenting it and 3) valuation at sub-7x EV/FY27 revenue versus potential low- to mid-teens FY26 growth looks reasonable." Analyst: Shaul Eyal https://twitter.com/i/web/status/2014650468853809457"
X Link 2026-01-23T10:44Z 124.5K followers, [----] engagements
"China has cleared Alibaba Tencent and ByteDance to start prepping Nvidia $NVDA H200 purchase requests. - BBG"
X Link 2026-01-23T11:06Z 124.6K followers, 85.2K engagements
"CITIGROUP $C TO LAY OFF MORE EMPLOYEES IN MARCH - REUTERS"
X Link 2026-01-23T11:31Z 124.2K followers, 10.2K engagements
"Affirm $AFRM applied for a Nevada industrial loan company charter filing with the state regulator & the FDIC. If approved it would give Affirm a bank subsidiary and expand its ability to offer banking services alongside its BNPL lending. Source: Bloomberg"
X Link 2026-01-23T13:38Z 125K followers, 23.6K engagements
"Databricks lined up a new $1.8B financing package boosting its delayed-draw term loan to $1.15B (from $500M) and its revolver to $3.65B (from $2.5B). The loan is priced at about SOFR + 4.5%. After the deal Databricks total debt is $7.05B"
X Link 2026-01-23T17:51Z 124.7K followers, 10.4K engagements
"The Information reports major crypto exchanges want to offer tokenized versions of U.S. stocks for trading worldwide. Binance is exploring bringing back stock tokens after pulling them in [----] which would create more stock-like trading outside the usual U.S. market hours and regulatory perimeter. https://twitter.com/i/web/status/2014764196790206852 https://twitter.com/i/web/status/2014764196790206852"
X Link 2026-01-23T18:16Z 124.7K followers, 10.1K engagements
"The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out"
X Link 2026-01-23T18:58Z 125.4K followers, 148K engagements
"FCC CHIEF SEES COMPETITION CONCERNS IN NETFLIX-WARNER DEAL - BLOOMBERG $NFLX $WBD"
X Link 2026-01-23T21:07Z 124.6K followers, 20.2K engagements
"Sarepta $SRPT will present 3-year EMBARK Phase [--] data for its Duchenne gene therapy ELEVIDYS on Jan. [--] at 8:30am ET with a webcast and call to review topline functional results from Part [--] of the placebo-controlled study in ambulatory patients treated at ages 47"
X Link 2026-01-23T21:09Z 124.3K followers, 27K engagements
"$NVDA CEO Jensen Huang is in China amid regulatory headwinds"
X Link 2026-01-24T11:16Z 124.6K followers, 206.7K engagements
"Merck $MRK is no longer in talks to buy Revolution Medicines $RVMD after the sides couldnt agree on price A deal had been discussed around a $30B valuation. RVMD was $16B before the takeover chatter and is now above $22B with key data for its RAS programs expected in 1H26"
X Link 2026-01-25T20:26Z 125.3K followers, 26.9K engagements
"Rothschild Redburn Upgrades $META to Buy from Neutral Raises PT to $900 from $740 Analyst comments: "The recent focus regarding Meta has been dominated by how the company might guide for FY26 operating expenses and capital expenditure. The fear is that this is Zuckerberg unleashed with the companys CEO truly back in founder mode pursuing his AI dreams whatever the financial cost. We certainly do not want to dismiss this perspective and see a decent possibility that the cautious view might prevail in the very near term. Indeed following detailed analysis we are raising our own FY26 total cost"
X Link 2026-01-26T08:33Z 124K followers, 30.7K engagements
"MediaTek just had its best 2-day rally on record up 19% and hitting a new all-time high as investors focus on its work with Google on TPUs for AI"
X Link 2026-01-26T09:04Z 124.8K followers, [----] engagements
"Jefferies Reiterates $SBUX to Underperform PT $75 Analyst comments: "Reiterating our Underperform rating following what we view as an unsupported rally in the stock ahead of F1Q results/Analyst Day Jan. 28/29 which we think could disappoint & overpromise leading to downside over the course of '26. While CEO Niccol & team are making progress vs [--] yr ago we still don't see a pathway to sustainable MSD% SSS and/or the mid-to-high teens% op. margins needed the next few yrs to justify current valuation given lower growth to come. Downside catalysts: With a high level of uncertainty given"
X Link 2026-01-26T09:41Z 124.6K followers, [----] engagements
"Allied Gold $AAUC agreed to be acquired by Zijin Gold International for C$44 per share in cash valuing it at about C$5.5B. The deal is expected to close late April [----] pending approvals"
X Link 2026-01-26T11:05Z 125K followers, [----] engagements
"Needham Upgrades $APP to Buy from Hold PT $700 Analyst comments: "We establish a $700 PT following additional work on ecommerce giving us more confidence in the trajectory of ecommerce revenue growth in '26E coming at the same time the stock has pulled back off the highs a month ago. We are increasing our ecommerce estimates for '26E to $1.45B vs. $1.05B prior which includes sequential growth in 1Q as we now assume the growth in advertisers from the self-service launch and ramp up in spend more than offsets typical 1Q seasonality. Despite the increase to our ecommerce estimates we think there"
X Link 2026-01-26T11:42Z 124.6K followers, 13.8K engagements
"Nvidia $NVDA is investing $2B into CoreWeave $CRWV at $87.20/share deepening their AI infrastructure partnership. Theyre targeting 5+ GW of AI factories by [----] with CoreWeave planning early deployments of Nvidias Rubin platform plus Vera CPUs and BlueField systems"
X Link 2026-01-26T13:03Z 124.7K followers, 87.5K engagements
"Baird says $ZM has significant exposure to Anthropic from an early investment. They estimate Zoom bought 1.2% in Anthropics [----] Series C and even if diluted peg the stake at roughly $1.5B to $3B at a $350B Anthropic valuation or about 10% to 20% of Zooms EV. They note Zoom re-marked private equity holdings from $400M to $800M and management said its mostly Anthropic. https://twitter.com/i/web/status/2015826453129224613 https://twitter.com/i/web/status/2015826453129224613"
X Link 2026-01-26T16:37Z 125.7K followers, 46.3K engagements
"YouTube is now the most-cited social source in AI search overtaking Reddit. Bluefish data shows YouTube appeared in 16% of LLM answers over the past [--] months vs 10% for $RDDT helped by transcripts and text around videos that models can read. Source: Adweek"
X Link 2026-01-26T17:21Z 124.8K followers, 61.3K engagements
"OpenAI is targeting about $60 CPM for ads in ChatGPT roughly in line with live NFL broadcast pricing and well above Metas typical sub-$20 CPM. - The Information"
X Link 2026-01-26T18:04Z 124.2K followers, 71K engagements
"Wolfie: $NET Stock Catching a Little Clawdflare' "What happened Over the weekend hype and excitement around Clawdbot exploded across social media which flowed through to shares of NET rising 10% on Monday. For context Clawdbot is an open-source AI agent built on Anthropic's Claudeeffectively an AI employee that runs locally on your device and executes tasks autonomously. The connection to Cloudflare is that as these agents scale (making API calls accessing websites routing inference requests) they require secure low-latency infrastructure. Cloudflares global edge network is well-suited to"
X Link 2026-01-26T19:48Z 124.7K followers, 77.1K engagements
"Booz Allen $BAH responded after the Treasury canceled [--] contracts saying it has zero tolerance for wrongdoing and that the referenced criminal conduct happened more than five years ago on government systems not Booz Allens. The firm said it doesnt store taxpayer data on its systems and cant monitor activity on government networks. https://twitter.com/i/web/status/2015888252583190789 https://twitter.com/i/web/status/2015888252583190789"
X Link 2026-01-26T20:43Z 125K followers, 12.9K engagements
"$UNH shares are down over 8% after the Trump admin floated near-flat Medicare Advantage rates for [----] just +0.09% way above street est. $HUM dropped even more and $CVS sold off too with CMS also looking to curb payments tied to certain chart-review diagnoses. WSJ: CMS and the White House are proposing basically flat Medicare Advantage rates for [----] an average +0.09% vs the 4%6% Wall St was looking for CMS also wants to stop paying for certain chart-review diagnoses not tied to a medical visit hitting risk-adjustment revenue $UNH https://t.co/rIZoXqwj6C WSJ: CMS and the White House are"
X Link 2026-01-26T23:50Z 124.3K followers, 26.6K engagements
"The Army signed a 10-year $5.6B deal with Salesforce $CRM to modernize its processes with cloud software. The contract includes Slack access for recruiters and Salesforce says its AI agents can help cut procurement timelines from months to days"
X Link 2026-01-27T09:34Z 124.1K followers, 17K engagements
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