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#  @wallstengine Wall St Engine
The US Federal Reserve has adjusted its economic outlook, lowering 2025 GDP growth to XXX% and raising inflation expectations. Meanwhile, geopolitical tensions are escalating, with President Trump commenting on potential strikes on Iran and the US stock market preparing for a significant options expiration event. Several major companies, including Gilead, Innoviz Technologies, and Tesla, have made notable announcements, while others, such as Starbucks and Meta, have made moves in their respective industries.
### Engagements: XXXXXXX [#](/creator/twitter::1508426880860704771/interactions)
- X Week XXXXXXXXX +7.30%
- X Month XXXXXXXXXX +30%
- X Months XXXXXXXXXX +270%
- X Year XXXXXXXXXX +823%
### Mentions: XXX [#](/creator/twitter::1508426880860704771/posts_active)
- X Week XXX +6.60%
- X Month XXXXX +67%
- X Months XXXXX +88%
- X Year XXXXX +156%
### Followers: XXXXXX [#](/creator/twitter::1508426880860704771/followers)
- X Week XXXXXX +2.10%
- X Month XXXXXX +7.10%
- X Months XXXXXX +129%
- X Year XXXXXX +414%
### CreatorRank: XXXXXX [#](/creator/twitter::1508426880860704771/influencer_rank)
### Social Influence [#](/creator/twitter::1508426880860704771/influence)
---
**Social category influence**
[stocks](/list/stocks) #690 [finance](/list/finance) #428 [technology brands](/list/technology-brands) #2459 [countries](/list/countries) #6181 [cryptocurrencies](/list/cryptocurrencies) #1139 [automotive brands](/list/automotive-brands) #1841 [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXX% [celebrities](/list/celebrities) XXX%
**Social topic influence**
[spy](/topic/spy) #136, [$spy](/topic/$spy) #34, [tariffs](/topic/tariffs) #234, [fed](/topic/fed) #70, [dji](/topic/dji) #69, [$iwm](/topic/$iwm) #3, [$dji](/topic/$dji) #2, [$qqq](/topic/$qqq) #16, [china](/topic/china) #566, [$nvda](/topic/$nvda) #87
**Top accounts mentioned or mentioned by**
[@007ofwallst](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@options_222](/creator/undefined) [@anchorthemarket](/creator/undefined) [@zastocks](/creator/undefined) [@edgeful](/creator/undefined) [@tebbsmichael](/creator/undefined) [@askpolymarket](/creator/undefined) [@luke__stan](/creator/undefined) [@next100baggers](/creator/undefined) [@alerts_bullish](/creator/undefined) [@1991wolfpack](/creator/undefined) [@josericaurtej](/creator/undefined) [@debraak](/creator/undefined) [@bambossie81](/creator/undefined) [@littl_mama11](/creator/undefined) [@itsamekaaay](/creator/undefined) [@accrued_int](/creator/undefined) [@ramongo62661955](/creator/undefined) [@retiredlifenc](/creator/undefined)
**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Doge Jones Industrial Average (DJI)](/topic/$dji) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [JPMorgan Chase (JPM)](/topic/$jpm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Tesla, Inc. (TSLA)](/topic/$tsla) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Bitcoin (BTC)](/topic/bitcoin) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Mobileye Global Inc. Class A Common Stock (MBLY)](/topic/$mbly) [Wells Fargo & Co (WFC)](/topic/$wfc) [BlackCoin (BLK)](/topic/$blk) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [First Solar, Inc. (FSLR)](/topic/$fslr) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Synopsys, Inc. (SNPS)](/topic/$snps) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Datadog Inc (DDOG)](/topic/$ddog)
### Top Social Posts [#](/creator/twitter::1508426880860704771/posts)
---
Top posts by engagements in the last XX hours
"Citi Downgrades $WYNN to Neutral from Buy Raises PT to $XXX from $XXX Analyst comments: "On our estimates Macaus X% GGR growth in 2Q25 could translate into X% year-over-year industry EBITDA growth. We believe the lower industry EBITDA growth versus GGR has more to do with an unfavorable revenue mix (as well-publicized concerts appealed to not only Premium Mass players but also direct VIP players). Greater-than-expected VIP growth will likely drive industry EBITDA margin down by approximately XX basis points. That said we are encouraged to see Macau generating positive growth in both GGR and"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942883694945222668) 2025-07-09 09:49:04 UTC 71.8K followers, 7063 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943664213064565121) 2025-07-11 13:30:34 UTC 71.5K followers, 6915 engagements
"Bytedance says the recently posted story about TikTok prepping a separate US app with its own algorithm and codebase is factually INACCURATE"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943020754800709799) 2025-07-09 18:53:42 UTC 71.6K followers, 8159 engagements
"Google $GOOGL plans to offer steep cloud discounts to US federal agencies similar to Oracles recent XX% cut as Trump pushes for lower federal spending. FT reports Microsoft $MSFT and Amazon $AMZN may follow with their own discounts soon"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943589253289787712) 2025-07-11 08:32:42 UTC 71.3K followers, 10.8K engagements
"$JBHT J.B. Hunt Q225 Earnings Highlights 🔹 Revenue: $2.93B (Est. $2.92B) 🟢; FLAT YoY 🔹 EPS: $XXXX (Est. $1.30) 🟢; FLAT YoY 🔹 Net Income: $128.6M; DOWN -X% YoY 🔹 Operating Income: $197.3M; DOWN -X% YoY Segment Revenue 🔹 Intermodal (JBI): $1.44B (Est. $1.44B) 🟡; UP +2% YoY 🔹 Dedicated Contract Services (DCS): $847M (Est. $842.1M) 🟢; FLAT YoY 🔹 Integrated Capacity Solutions (ICS): $260M; DOWN -X% YoY 🔹 Final Mile Services (FMS): $211M; DOWN -XX% YoY 🔹 Truckload (JBT): $177M; UP +5% YoY Segment Operating Income 🔹 Intermodal (JBI): $95.7M; DOWN -X% YoY 🔹 Dedicated (DCS): $93.7M;"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945214079284732403) 2025-07-15 20:09:11 UTC 71.9K followers, 10.3K engagements
"HERE'S WHAT ANALYSTS HAVE TO SAY AFTER $NVDA EARNINGS: BofA Securities (Buy PT: $180) "Three major takeaways from the Q1 call: 1) China derisked with $15bn in 1H sales of H20 product now already in the model 2) Blackwell racks in full production with every large hyperscaler now ramping close to 1K racks/week 13K racks/quarter or $30bn+/q at $2.5mn+ rack ASP (or $100bn+ across the top few hyperscalers though NVDA didnt quantify further) and 3) NVDA confident in GM recovery back to mid-70s % sometime later in the year another sign of improving demand and rack-scale execution. Networking also"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1928029789107142994) 2025-05-29 10:04:57 UTC 71.5K followers, 31.4K engagements
"The U.S. Commerce Dept. has opened national security investigations into drone imports and polysilicon a key solar input under Section XXX per Bloomberg. If deemed a threat Trump could impose new tariffs adding to his escalating trade agenda. The probes started July X and could take up to XXX days for a ruling. $AVAV $KTOS $RCAT $FSLR $DQ"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945020234026639426) 2025-07-15 07:18:55 UTC 71.8K followers, 6244 engagements
"An attempted Powell firing would be institutionally explosive but operationally slow. The most durable impacts: higher long-end yields steeper curve wider FX & rate vol and a risk premium overlay on U.S. assets until independence is re-affirmed (by courts Senate confirmation of a credible successor or a Presidential back-down)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945531787775807541) 2025-07-16 17:11:39 UTC 71.9K followers, 2277 engagements
"Goldman Sachs Initiates Coverage on $CROX with Sell Rating PT $XX Analyst comments: "We believe the Crocs business is well-positioned long term with the company differentiated in its creative and innovative approach to product and marketing. We are also constructive on the company's product category (sandals and Jibbitz) and international expansion strategies and management's demonstrated ability to execute against a variety of macro backdrops following several years of differentiated brand management. Net these drivers have yielded strong margins and a differentiated free cash flow profile."
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940326938155102556) 2025-07-02 08:29:26 UTC 71.8K followers, 7643 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.59% 🟩 $QQQ +0.72% 🟩 $DJI +0.50% 🟩 $IWM +1.08% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943037666762854909) 2025-07-09 20:00:54 UTC 71.6K followers, 11.8K engagements
"JPMorgan $JPM is set to charge fintechs hundreds of millions in fees for access to bank account data Bloomberg reports. Pricing sheets were sent to data aggregators like Plaid with higher fees for payments-focused firms. Until now platforms like Venmo Coinbase and Robinhood accessed this data for free. The fees expected later this year could reshape the fintech model if the Biden-era open banking rule is overturned"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943743796149465351) 2025-07-11 18:46:48 UTC 71.5K followers, 13.6K engagements
"Piper Sandler Downgrades $SOUN to Neutral from Overweight PT $XX Analyst comments: "While we initiated a few months ago and our thesis points are generally still intact for this 'Main Street' vs. 'Institutional' name there are a few things that have changed for us: 1) The 2H25 setup embeds decent execution across the three pillars but inputs leave near-term concerns that deals may get pushed into 2026; 2) SoundHound is trying to achieve profitability while investing in Amelia's success. It's hard to do both. Even if Amelia is successful this carries higher earn-outs / dilution; 3) If this"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944663637882487237) 2025-07-14 07:41:56 UTC 71.9K followers, 7593 engagements
"NVIDIA $NVDA CEO JENSEN HUANG will hold a media briefing in Beijing on July XX his second trip to China this year. - Reuters"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944360439594512730) 2025-07-13 11:37:07 UTC 71.8K followers, 20.3K engagements
"Faraday Future $FFAI says its FX Super One global launch is set for July XX in LA. The company signed a 100-unit deposit deal with Ariana Motors in Vegas bringing total B2B deposits to 4100. Faraday also joined the Russell 3000 Index this week"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942134976528683121) 2025-07-07 08:13:56 UTC 71.3K followers, 7334 engagements
"Brazil plans to ask the U.S. to reduce tariffs to XX% and could also request a 90-day postponement on upcoming tariff hikes according to CNN. The country may also push for special terms on key agricultural exports like coffee and oranges as part of the talks"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944748609402282403) 2025-07-14 13:19:34 UTC 71.9K followers, 8835 engagements
"GOLDMAN SACHS SEMI COVERAGE: BUY $NVDA PT $XXX $ADI PT $XXX $NXPI PT $XXX $MCHP PT $XX $TXN PT $XXX $SNPS PT $XXX $CDNS PT $XXX $AVGO PT $XXX $AMAT PT $XXX $LRCX PT $XXX $STX PT $XXX $SNDK PT $XX NEUTRAL $AMD PT $XXX $ARM PT $XXX $MRVL PT $XX $QRVO PT $XX $ON PT $XX $AMKR PT $XX $GFS PT $XX $WDC PT $XX $MU PT $XXX $ENTG PT $XX $KLAC PT $XXX SELL $SWKS PT $XX $MKSI PT $XX $TER PT $80"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943239398608507056) 2025-07-10 09:22:30 UTC 71.9K followers, 15.3K engagements
"Exxon Mobil $XOM says lower oil and gas prices will cut earnings by $1.5B this quarter. Shares are down as the energy sector faces a rough Q2"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942546681670906225) 2025-07-08 11:29:54 UTC 71.8K followers, 8765 engagements
"JPMORGAN COMMENTS ON $PLUG POWER: "PLUG - US Hydrogen Policy Update: Plug Powers management team held a conference call to discuss the implications of the OBBB for its hydrogen roadmap. The policy clarity should remove an overhang for the broader hydrogen complex which has been stalled for the past few years on changing guidelines. We could see some green hydrogen projects in the US progress to FID (potentially GWs of opportunity) that would have otherwise been canceled without the credit given significantly higher production costs than blue/grey hydrogen. Plug expects to receive credits for"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944734963523596293) 2025-07-14 12:25:21 UTC 71.9K followers, 8033 engagements
"ANT GROUP TO ADD $CRCL'S USDC STABLECOIN Jack Mas Ant Group is teaming up with Circle to bring USDC to its global blockchain platform. Ant International plans to integrate USDC once its fully compliant in the US. This move comes as stablecoins gain traction after the Senate passed crypto rules in June. Ant processed over $1T in global transactions last year with a third on blockchain. Source: Bloomberg"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943227018122006630) 2025-07-10 08:33:19 UTC 71K followers, 16.1K engagements
"$KHC EYES $20B SPINOFF Kraft Heinz is looking to split up its business nearly a decade after its Buffett-backed merger. The company may spin off a large part of its grocery unit including many Kraft products into a separate entity valued up to $XX billion. That would leave its sauces and spreads like Heinz ketchup and Grey Poupon in the core business. Kraft Heinz hopes this move will unlock more value than its current $XX billion market cap. A final decision could come in the next few weeks"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943727970973364727) 2025-07-11 17:43:55 UTC 71.9K followers, 12.1K engagements
"$OKLO $SMR $LEU SEC. CHRIS WRIGHT: NUCLEAR RENAISSANCE COMING UNDER TRUMP"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944827411125952946) 2025-07-14 18:32:42 UTC 71.9K followers, 27.8K engagements
"RENAULT STOCK TUMBLES XX% AFTER MARGIN CUT CEO SHAKE-UP Renault lowered its 2025 operating margin outlook to XXX% (down from at least 7%) and slashed its free cash flow target to 11.5B from over 2B. First-half FCF came in at just 47M hit by a 900M working capital drag. CFO Duncan Minto steps in as interim CEO after Luca de Meos sudden exit to Kering. Renault cited weak June sales billing delays and a sluggish retail market in Europe"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945383028714299676) 2025-07-16 07:20:32 UTC 71.9K followers, 10.9K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.28% 🟩 $QQQ -XXXX% 🟥 $DJI +0.43% 🟩 $IWM +0.51% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943400000735842536) 2025-07-10 20:00:41 UTC 71.5K followers, 11.7K engagements
"BofA Securities Upgrades $ROK to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Rockwell Automation is starting to see the impact of its operational turnaround strategy. ROK is levered to the industrial cycle reshoring and has a long runway on cost savings. Pricing is another source of upside. Logix (core product) demand is growing post-destock. Underlying demand is solid but large projects are delayed due to trade deal uncertainty. We expect trade deals to be signed before YE25 which we think accelerates organic growth in '26/'27. Raise PO to $XXX from $XXX now based on 23x"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945426799426752654) 2025-07-16 10:14:27 UTC 71.9K followers, 6132 engagements
"Jefferies Downgrades $ASML to Hold from Buy PT 690; says near-term estimate risks offset by limited downside after de-rating Analyst comments: "We forecast ASML's 2026 revenues to be down X% YoY to 32.1bn and EPS to decline X% YoY. Our 2026 sales forecast is X% below consensus and our EPS forecast is XX% below. We expect semicap-related newsflow to deteriorate in H2 alongside pressure on the companys estimates. Despite this downside on the share price is likely to be limited due to the de-rating that has already occurred. We therefore downgrade the stock to Hold from Buy and raise our price"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1938138455726551475) 2025-06-26 07:33:11 UTC 71.8K followers, 9778 engagements
"$lyft appointed Stephen Hope as Chief Accounting Officer effective July X. He'll take over as principal accounting officer from CFO Erin Brewer who continues as CFO and principal financial officer"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940353634258264210) 2025-07-02 10:15:31 UTC 71.5K followers, 7512 engagements
"$WAT TO MERGE WITH $BDX IN $17.5B DEAL Waters and BD are combining BDs Biosciences & Diagnostic Solutions unit with Waters in a $17.5B Reverse Morris Trust deal. BD shareholders will get XXXX% of the new company while Waters shareholders keep 60.8%. BD also takes home a $4B cash payout before close. The merged business is expected to pull in $6.5B in 2025 revenue and $2B in adjusted EBITDA. Waters says itll double its addressable market to $40B and see $345M in synergies by 2030. The deal is set to close by Q1 2026"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944702888154185781) 2025-07-14 10:17:54 UTC 71.9K followers, 6825 engagements
"Citizens JPM on $UBER: "Given the strong execution of Ubers AV partnership strategy. AVs are not a threat to Uber long term as it enables a hybrid network of AVs & human drivers & ultimately allows AVs to bring down the cost of ride sharing over time & for the TAM to expand"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945400001565483250) 2025-07-16 08:27:58 UTC 71.9K followers, 9035 engagements
"Redburn-Atlantic Downgrades $AMAT to Neutral from Buy Lowers PT to $XXX from $XXX Analyst comments: "We downgrade AMAT to Neutral for several reasons: (a) our analysis concludes that its largest profit contributor PVD is losing share to rivals particularly Naura (Not Rated) in China; (b) beyond PVD we are concerned that AMATs product portfolio is more vulnerable to China localisation than peers; (c) we conclude that while AMATs product portfolio has elements that are well placed for the vertical scaling era the tail acts as a drag AMAT will likely struggle to match peer growth rates at the"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942132380707492183) 2025-07-07 08:03:37 UTC 71.5K followers, 7075 engagements
"POWER FIRM $AES SAID TO EXPLORE OPTIONS AMID TAKEOVER INTEREST - BBG"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942683568444170679) 2025-07-08 20:33:50 UTC 71.5K followers, 12.1K engagements
"Goldman Sachs Resumes Coverage on $ALT with Sell Rating PT $X Analyst comments: "We resume coverage of Altimmune (ALT) at Sell with a 12-month price target of $X representing XX% downside to the stock (versus XX% average upside across our coverage). ALT's lead asset pemvidutide is a dual GLP-1/GCGR agonist in development for the treatment of obesity and related co-morbid indications with the company emphasizing its potential in liver-specific diseases including metabolic dysfunction-associated steatohepatitis (MASH) alcohol liver disease and alcohol use disorder. While we view this strategy"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943236250405867816) 2025-07-10 09:10:00 UTC 71.9K followers, 7982 engagements
"$KULR just secured a $20M bitcoin-backed credit facility with Coinbase. Theyll use the funds to boost their Bitcoin accumulation strategy. CEO calls it non-dilutive capital at competitive rates. KULR has been allocating up to XX% of excess cash to BTC since late 2024"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942559990683955615) 2025-07-08 12:22:47 UTC 71.5K followers, 11.2K engagements
"President Trumps team is reportedly getting ready to release an AI action plan later this month with a formal address on artificial intelligence scheduled for July 23"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945106832889979118) 2025-07-15 13:03:01 UTC 71.9K followers, 17.2K engagements
"Barrons: A Chinese weight-loss drug is showing early promise as a potential rival to Lillys $LLY Zepbound and Novo Nordisks $NVO Wegovy. In a Phase X trial Hengrui Pharmas HRS9531 delivered up to XX% average weight loss over XX weeks just shy of Zepbounds XX% though at lower doses and over a shorter trial. Hengruis U.S. partner Kailera Therapeutics plans to run global trials with higher doses and longer durations aiming to surpass current efficacy benchmarks. While years away from U.S. approval the drug highlights how Chinese biotech is starting to challenge U.S. pharma with several firms"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945188746527445229) 2025-07-15 18:28:31 UTC 71.9K followers, 13.9K engagements
"$NVDA says the U.S. government has banned exports of its H20 chips to China indefinitely citing national security risks tied to potential supercomputing use. As a result NVIDIA expects to take a charge of up to $XXX billion in its fiscal Q1 ending April XX tied to H20 inventory purchase commitments and related reserves"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1912257489468551376) 2025-04-15 21:31:28 UTC 71.5K followers, 111K engagements
"TRUMP LIKELY TO FIRE POWELL SOON WHITE HOUSE OFFICIAL SAYS: BBG"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945503043946180712) 2025-07-16 15:17:26 UTC 71.9K followers, 28.9K engagements
"$SAP CEO Christian Klein says the company will keep growing through 2030 as clients move to the cloud. With most customers shifting by 2027 SAP plans to leverage its massive data reserves to drive insights & revenue. No other company understands business processes like we do.""
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943611162165117401) 2025-07-11 09:59:46 UTC 71.5K followers, 6464 engagements
"MORGAN STANLEY: S&P XXX TARGET 6500 SEE SLOWDOWN AHEAD The firm says we are looking for a subsequent slowdown in the US economy in the second half as tariffs tighter immigration and rising inflation begin to bite. They note the economy is not the market and the stock market is not the economy highlighting how policy and global exposure drive divergence. Their equity team expects increased volatility this summer with the 6500 target based on $XXX EPS and a 21.5x multiple"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944842527552757878) 2025-07-14 19:32:46 UTC 71.9K followers, 15.5K engagements
"RIVIAN'S $RIVN SMALL-EV SPINOFF VALUED AT $1B IN GREENOAKS INVESTMENT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942670722968785350) 2025-07-08 19:42:48 UTC 71.5K followers, 10.3K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.09% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945211939866730675) 2025-07-15 20:00:41 UTC 71.9K followers, 12.9K engagements
"$ADBE DROPS FIREFLY APP FOR AI VIDEO & IMAGE CREATION Adobe just launched its standalone Firefly app on iOS and Android bringing AI tools like text-to-image text-to-video generative fill and more straight to mobile. Its free to try with premium access starting at $4.99/month. Generated content syncs with Creative Cloud"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1934982861653954954) 2025-06-17 14:33:59 UTC 71.6K followers, 11.4K engagements
"TRUMP TO DELIVER KEYNOTE ADDRESS AT "WINNING THE AI RACE" SUMMIT HOSTED BY ALL-IN PODCAST JULY 23"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945121888897761722) 2025-07-15 14:02:51 UTC 71.9K followers, 536.7K engagements
"June CPI: U.S. Airfares are down XXX% over the past XX months. Meanwhile car insurance is up 6.1%its smallest annual increase since June 2022. Thats notable for a category thats seen some brutal hikes in recent years"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945101593579340163) 2025-07-15 12:42:12 UTC 71.9K followers, 8213 engagements
"$MS Morgan Stanley Q2'25 Earnings Highlights 🔹 Revenue: $16.79B (Est. $16.04B) 🟢; UP +6% YoY 🔹 EPS: $XXXX (Est. $1.97) 🟢; UP +11% YoY 🔹 Net Interest Income: $2.35B (Est. $2.19B) 🟢 Institutional Securities 🔹 Revenue: $6.59B - Investment Banking: $1.54B (Est. $1.44B) 🟢;+20% YoY - Equity Trading: $3.72B (Est. $3.53B) 🟢;+9% YoY - FICC: $2.18B (Est. $2.11B) 🟢;+8% YoY Wealth Management 🔹 Revenue: $7.76B (Est. $7.35B) 🟢; UP +4% YoY 🔹 Fee-based Flows: $31.3B 🔹 Net New Assets: $56.3B 🔹 Client Assets: $5.2T; UP +11% YoY 🔹 Pretax Margin: XXXX% Investment Management 🔹 Revenue: $1.44B;"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945447140186345887) 2025-07-16 11:35:17 UTC 71.9K followers, 10.4K engagements
"$RKT COMPLETES $RDFN DEAL Rocket has officially acquired Redfin combining Americas largest mortgage lender with the most-visited real estate brokerage site. New Rocket Preferred Pricing offers buyers who use Rocket Mortgage with Redfin agents a X% rate cut for the first year or up to $6000 in closing credits. Redfin will now operate under the Redfin Powered by Rocket brand"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940039722874880458) 2025-07-01 13:28:08 UTC 71.5K followers, 9340 engagements
"Peter Piper Pizza is rolling out AI voice ordering at all Arizona and Albuquerque locations using SoundHound $SOUN tech. The system takes multiple calls at once handles full menu orders and answers common questionsfreeing up staff during peak hours"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945470546663342129) 2025-07-16 13:08:18 UTC 71.9K followers, 8521 engagements
"New Trump tariffs rate effective Aug 1: X. Brazil: XX% X. Myanmar: XX% X. Laos: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Indonesia: XX% X. Algeria: XX% XX. Bosnia & Herzegovina: XX% XX. China: XX% (as of now) XX. Iraq: XX% XX. Libya: XX% XX. South Africa: XX% XX. Brunei: XX% XX. Japan: XX% XX. Kazakhstan: XX% XX. Malaysia: XX% XX. Moldova: XX% XX. South Korea: XX% XX. Tunisia: XX% XX. Philippines: XX% XX. Vietnam: 20%"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943046889869578606) 2025-07-09 20:37:33 UTC 71.9K followers, 32.2K engagements
"Tempus AI $TEM plans to raise $400M through convertible senior notes due 2030 to optimize its capital structure. Proceeds will pay off $275M in term loans and fund capped call hedges to limit dilution. Notes can convert into stock or cash. Offering includes a potential $60M over-allotment"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939640864068051357) 2025-06-30 11:03:13 UTC 71.6K followers, 19.2K engagements
"Datadog $DDOG is set to join the S&P XXX replacing Juniper Networks $JNPR which is being acquired by Hewlett Packard $HPE. The change takes effect before trading opens on July 9"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940529982583067009) 2025-07-02 21:56:15 UTC 71.5K followers, 22.1K engagements
"Citi Upgrades $HOLX to Buy from Neutral Raises PT to $XX from $60; 'possibility/likelihood of being taken out in a private transaction' Analyst comments: "The possibility or likelihood of being taken out in a private transaction after reportedly rejecting a $XX billion offer in May. Confidence in the Breast Health recovery and visibility into the improvement in gantry placements expected in the second half of FY25. Any margin improvements following the easing of China tariffs (pending updates on the Costa Rica rates). Since the Financial Times reported in late May that HOLX turned down a $16"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942874242892153335) 2025-07-09 09:11:31 UTC 71.5K followers, 6434 engagements
"UBS Upgrades $MO to Neutral from Sell Raises PT to $XX from $XX Analyst comments: "Following conversations with experts across the supply chain and our tracking of vapour products (e.g. exports from China to the US were down approximately XX% in May) we believe increased customs inspections at the US border are leading to more refusals and/or seizures of illicit vapour products by US Customs and Border Protection. We understand this is halting the supply of illicit vapes particularly from China. We note the manufacturer behind the largest US brand Geek Bar recently announced production"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940312932237418947) 2025-07-02 07:33:46 UTC 71.7K followers, 6297 engagements
"$JPM JPMorgan Chase Q1'25 Earnings Highlights: 🔹 EPS: $XXXX (Est. $4.65) 🟢; UP +14% YoY 🔹 Managed Revenue: $46.01B (Est. $44.39B) 🟢; UP +8% YoY 🔹 Provision for Credit Losses: $3.31B (Est. $2.70B) 🔴; UP +75% YoY 🔹 Net Reserve Build: $973M 🔹 Net Income: $14.64B; UP +9% YoY 🔹 ROE: XX% 🔹 ROTCE: XX% 🔹 CET1 Ratio (Std.): XXXX% 🔹 Book Value per Share: $119.24; UP +12% YoY 🔹 Tangible Book Value per Share: $100.36; UP +13% YoY Outlook: 🔸 SEES FY NET INTEREST INCOME ABOUT $94.5B SAW ABOUT $94B Capital & Liquidity: 🔹 Cash & Marketable Securities: $1.5T 🔹 Average Loans: $1.3T; UP +2% YoY"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1910648378934907332) 2025-04-11 10:57:26 UTC 71.6K followers, 15.7K engagements
"Traders have now scrapped bets on a July Fed rate cut and a September cut is no longer fully priced in. Polymarket odds show about a XX% chance of a cut by September down from XX% before todays solid payroll data lower unemployment and upward revisions"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940753269007187989) 2025-07-03 12:43:31 UTC 71.1K followers, 34.2K engagements
"Sarepta $SRPT is cutting XX% of its workforceabout XXX employeesas part of a restructuring plan aimed at reducing annual costs by $400M starting in 2026. The company will focus on siRNA programs while pausing some gene therapy efforts including most limb-girdle muscular dystrophy candidates"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945575017259176267) 2025-07-16 20:03:25 UTC 71.9K followers, 6849 engagements
"@ZaStocks Also $PDYN it doesnt build drones but provides the autonomous brains the DoD can bolt onto Blue-UAS hardware like $RCATs Teal X or $AVAVs Switchblade"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943451477726670871) 2025-07-10 23:25:14 UTC 71.5K followers, 3401 engagements
"Despite Trump and admin officials repeatedly denying any plans to fire the Fed Powell Polymarket odds of it actually happening are on the rise"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945430102017483191) 2025-07-16 10:27:35 UTC 71.9K followers, 24.5K engagements
"Scale AI is cutting XX% of staff200 full-time workersand ending contracts with XXX labelers weeks after $META took a $14.3B stake and hired CEO Alexandr Wang. Interim CEO Jason Droege says the move aims to streamline ops after overhiring and customer exits like OpenAI & Google"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945510863634612609) 2025-07-16 15:48:30 UTC 71.9K followers, 7475 engagements
"Jefferies hikes its price target on Unity $U to a Street-high $XX from $XX citing upbeat views on its Vector product. Analyst Brent Thill says the benefits from Vector should build over several quarters and notes solid quarter-over-quarter progress. Maintains Buy"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945458648760857034) 2025-07-16 12:21:01 UTC 71.9K followers, 10.5K engagements
"IDC says Chinas smartphone market fell X% in Q2 to 69M units snapping a 6-quarter growth streak. HUAWEI took back the top spot with XXXX% share followed by Vivo Oppo XiaomiApple $AAPL came in fifth at 13.9%"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945064994120589796) 2025-07-15 10:16:46 UTC 71.9K followers, 12.9K engagements
"Teslas $TSLA longtime VP of sales service and delivery for North America Troy Jones has left the company after XX years per WSJ"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945135067577151693) 2025-07-15 14:55:13 UTC 71.9K followers, 27K engagements
"ERICSSON $ERIC Q2 earnings topped expectations. Sales fell XXX% in its key networks unit but stronger business in high-margin markets like North America and Europe along with licensing gains and cost cuts helped offset. Gross margin in networks landed at XXXX% and Q3 is expected to stay in the same 4850% range"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945021700602782198) 2025-07-15 07:24:44 UTC 71.9K followers, 6347 engagements
"KeyBanc Downgrades $TMUS to Underweight from Sector Weight PT $XXX Analyst comments: "Despite underperformance YTD we think underperformance will continue for these reasons: 1) we think TMUS is fiber deficient in a converged/bundled world; 2) we think the near-term macro and competitive environment limits upside to expectations; 3) we think TMUS's consumer value proposition has deteriorated due to recent pricing actions which suggest TMUS shouldn't take outsized share of the industry net adds; and 4) we think TMUS will relatively benefit the least from tax changes due to OBBB. With TMUS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942864462169755923) 2025-07-09 08:32:39 UTC 71.8K followers, 5668 engagements
"PROSECUTORS QUESTION DOCTORS ON $UNH'S MEDICARE BILLING WSJ reports the DOJs criminal health-fraud unit is investigating UnitedHealths Medicare billing practices. Former employees were questioned about how the company used doctors and nurses to gather diagnoses that boosted federal payments. Investigators asked about coding practices special training for doctors to record lucrative diagnoses bonus payments tied to coding and nurse home visit programs. UnitedHealth said it welcomes reviews and stands by the integrity of its Medicare Advantage program"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942879914304376891) 2025-07-09 09:34:03 UTC 71.9K followers, 56.7K engagements
"Novo Nordisk $NVO submits a new higher dose (7.2mg) of Wegovy to the EMA after trials showed XX% average weight loss with a third of patients losing 25%+. Safety profile consistent with current 2.4mg dose. Another push by Novo Nordisk to expand its obesity treatment portfolio"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942573243388551403) 2025-07-08 13:15:27 UTC 71.5K followers, 10.1K engagements
"Wells Fargo Raises $MBLY PT to $XX from $XX Maintains Overweight Rating Analyst comments: "Intel Share Sale: MBLY announced that Intel is commencing a secondary offering of 45M MBLY Class A shares ($840M at 7/8 closing price) + add'l 6.75M 30-day option. Intel is also planning to voluntarily convert an add'l 50M Class B shares into Class A (1:1) but notes it intends to hold these shares at this time and the sole purpose of the conversion is to increase the number of Class A shares issued and outstanding. Exiting 1Q25 Intel held 711.5M Class B shares (87.6% s/o; XXXX% voting right). That said"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942888932376825949) 2025-07-09 10:09:53 UTC 71.5K followers, 7206 engagements
"Raymond James Downgrades $WFC to Market Perform from Outperform PT Not Specified Analyst comments: "We are downgrading our rating on the shares of Wells Fargo to Market Perform from Strong Buy. WFC shares are up XXXX% since we raised our EPS estimates following the removal of the asset cap reaching our target price. While we remain bullish on Wells Fargos growth prospects and continued profitability improvement we believe upside to its EPS estimates is now appropriately reflected in its premium valuation limiting near-term upside to WFC shares. After posting a 52-week high on Thursday July 3"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942156924700803144) 2025-07-07 09:41:09 UTC 71.5K followers, 5328 engagements
"The US posted a $XX billion budget surplus in June way above expectations for an $XX billion deficit. Thats a sharp turnaround from Mays $XXX billion deficit and last Junes $XX billion deficit"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943735893258645804) 2025-07-11 18:15:24 UTC 71.8K followers, 21.2K engagements
"CoreWeave $CRWV just became the first AI cloud provider to make NVIDIAs $NVDA RTX PRO 6000 Blackwell GPUs generally available. These new GPUs deliver up to 5.6x faster LLM inference and 3.5x faster text-to-video generation than prior gen"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942927043970351282) 2025-07-09 12:41:19 UTC 71.2K followers, 14K engagements
"Today's Key Events (All EST) 07/15/2025 08:00: OPEC Monthly Report (Tentative) 08:30: US CPI 08:30: NY Fed Manufacturing 09:15: Fed's Bowman 12:45: Fed's Barr 13:00: Fed's Barkin 14:45: Fed's Collins 19:45: Fed's Logan Before Open :point_down: 05:00: Ericsson $ERIC 06:00: BlackRock $BLK 06:30: AngioDynamics $ANGO 06:35: Bank of New York Mellon $BK 06:55: JPMorgan Chase $JPM 07:00: Wells Fargo $WFC 07:30: Albertsons $ACI 07:40: State Street $STT 08:00: Citigroup $C After Hours :point_down: 04:00: Omnicom Group $OMC 04:00: Hancock Whitney $HWC 04:05: J.B. Hunt Transport Services $JBHT 04:30:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945006035154166058) 2025-07-15 06:22:29 UTC 71.9K followers, 12.3K engagements
"ICYMI: Eos Energy Enterprises $EOSE added to Russell Small Cap Comp Growth Index"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939747195491950640) 2025-06-30 18:05:44 UTC 71.5K followers, 9131 engagements
"RICHEMONT 1Q SALES AT CONSTANT FX +6% EST. +5.34% Jewelry division rose XX% topping the XXX% consensus. Cartier and Van Cleef continue to drive resilience as luxury slows globally"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945364788478976064) 2025-07-16 06:08:03 UTC 71.9K followers, 6035 engagements
"Barclays Maintains Overweight Rating on $FSLR Lowers PT to $XXX from $XXX Analyst comments: "We don't expect the 2Q earnings call to be all that exciting as bookings will be light FY guidance will likely not be revised higher and language/tone about the implications around OBBB may be relatively muted given the outstanding Executive Order but are still positive on medium to long-term outlook. Into the print: We get the sense from our conversations with investors that the buyside may be expecting FSLR to talk up how positive the OBBB is for them but we are inclined to think that management"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945094388893540578) 2025-07-15 12:13:35 UTC 71.9K followers, 11.4K engagements
"OPEC LEAVES 2025 OIL DEMAND GROWTH UNCHANGED AT 1.3M BPD: Global and U.S. economic growth forecasts also held steady at XXX% and XXX% respectively. OPEC+ crude output rose to 41.56M bpd in June up 349K bpd from May after planned hikes"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945091834684039658) 2025-07-15 12:03:26 UTC 71.9K followers, 7430 engagements
"Maxim Group analyst Tate Sullivan raised the price target on NioCorp Developments $NB to $XXXX (from $4.00) while maintaining a Buy rating"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943650395470921973) 2025-07-11 12:35:40 UTC 71.4K followers, 11.4K engagements
"The FCC is preparing to ban submarine cables linked to the U.S. that contain Chinese tech or equipment according to the Financial Times. $CIEN $GLW $LITE"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945539003543138307) 2025-07-16 17:40:19 UTC 71.9K followers, 8146 engagements
"$AMZN's AWS and Veeva Systems $VEEV are deepening their 10-year partnership. Veeva is expanding its use of AWS infrastructure to scale its 50+ Vault applications and data products globally. The two are also teaming up on AI initiatives with AWS joining Veevas AI Partner program and supporting integrations like Amazon Connect within Veevas Vault CRM Service Center"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1937861538683257203) 2025-06-25 13:12:49 UTC 71.3K followers, 7578 engagements
"$DDOG Datadog Q4 Earnings Highlights: 🔹 Q4 Adj. EPS: $XXXX (Est. $0.44) 🟢 🔹 Q4 Revenue: $738M (Est. $714.54M) 🟢; UP +25% YoY FY25 Guidance: 🔹 Adj. EPS: $1.65$1.70 (Est. $1.95) 🔴 🔹 Revenue: $3.18$3.20B (Est. $3.236B) 🟡 🔹 Adj. Operating Margin: XXXX% Q1'25 Outlook: 🔹 Revenue: $737M$741M (Est. $740.29M) 🟡 🔹 Adj. EPS: $0.41$0.43 (Est. $0.46) 🔴 🔹 Adj. Operating Margin: XX% Q4 Segment & Operational Highlights: Profitability: 🔹 Non-GAAP Operating Margin: XX% 🔹 Free Cash Flow: $241M; Operating Cash Flow: $265M Customer Metrics: 🔹 XXX customers with $1M+ ARR; UP +17% YoY 🔹 3610"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1890009172441186769) 2025-02-13 12:04:36 UTC 71.6K followers, 13.3K engagements
"INDONESIA CUTS KEY RATE BY 25BPS TO 5.25%; EST. 5.50%"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945393138107081170) 2025-07-16 08:00:42 UTC 71.9K followers, 5571 engagements
"Barclays says $WIX has raised prices on some 2- and 3-year plans. It's not clear if its just a test but if it holds it could give a modest boost to second-half bookings. Analyst keeps Overweight rating and $XXX price target"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945491297336520954) 2025-07-16 14:30:45 UTC 71.9K followers, 5748 engagements
"Alibaba $BABA is weighing a sale of exchangeable bonds tied to its stake in $ZTO Express Bloomberg reports. It bought XX% of the delivery firm for $1.38B in 2018. A deal would follow Baidu's $2B Trip. com bond move in March"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1927350905780773190) 2025-05-27 13:07:19 UTC 71.8K followers, 7911 engagements
"iCapital raised over $XXX million in a round led by T. Rowe Price and SurgoCap valuing the private-markets tech provider at more than $7.5B up from $6B in 2022. Profitable since 2019 iCapital plans more acquisitions and global expansion. It has $945B in transaction volume and 114000 users"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943249519476641832) 2025-07-10 10:02:43 UTC 71.8K followers, 5168 engagements
"$META's new Superintelligence Lab led by Chief AI Officer Alexandr Wang has discussed dropping its most advanced open-source model Behemoth in favor of a closed approach according to The New York Times"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944828013721612718) 2025-07-14 18:35:06 UTC 71.9K followers, 11.8K engagements
"Trumps updated tariff rates effective Aug. 1: XX% Myanmar Laos XX% Bosnia & Herzegovina South Africa XX% Thailand Cambodia XX% Bangladesh Serbia XX% Indonesia XX% Japan South Korea Malaysia Tunisia Kazakhstan China (30%) & Vietnam (20%) announced last week"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942330670627578088) 2025-07-07 21:11:33 UTC 71.9K followers, 64.5K engagements
"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939979451401740425) 2025-07-01 09:28:38 UTC 71.8K followers, 13.4K engagements
"Wells Fargo Downgrades $OSCR to Underweight from Equal Weight Lowers PT to $XX from $XX Analyst comments: "Evidence of rising acuity continues to build. Exchange commentary from nearly all public plans in 1Q25 was concerning with medical loss ratios (MLRs) acuity and non-payment generally higher than expected. Our analysis of statutory filings for 1Q25 shows MLRs for non-public plans also pressured and potentially understated due to optimistic risk adjustment accruals. Elevance discussed further pressure in May. In July Centene withdrew guidance primarily due to exchanges and Molina"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943614149902356658) 2025-07-11 10:11:38 UTC 71.9K followers, 152.3K engagements
"UPCOMING KEY EVENTS WEEK OF JUL X 2025 Tues: $AEHR $PENG $KRUS Wed: FOMC Minutes + $THTX $AZZ $BSET Thu: Jobless Claims + $DAL $CAG $LEVI $ETWO Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1941406946839724100) 2025-07-05 08:01:00 UTC 71.8K followers, 9265 engagements
"FED GOOLSBEE: AN EARLY ANNOUNCEMENT BY TRUMP OF POWELL'S REPLACEMENT WOULD HAVE NO IMPACT ON THE FEDERAL OPEN MARKET COMMITTEE"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1938218976355733586) 2025-06-26 12:53:08 UTC 71.1K followers, 6081 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ +0.12% 🟩 $DJI unch $IWM -XXXX% 🟥"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943301866865201165) 2025-07-10 13:30:44 UTC 71.6K followers, 17.8K engagements
"Cantor Fitzgerald Maintains Overweight Rating on $AMZN Raises PT to $XXX from $XXX Earnings Preview: "Amazon is likely to report 2Q25E results with revenues near the midpoint but EBIT should come in ahead of prior guidance. US non-store retail sales were up +7% y/y in 2Q a slight acceleration vs. 1Q indicating favorable trends for AMZNs NA retail growth. Meanwhile AWS growth should come near +17% y/y in 2Q25E. The key focus will be on 3Q25E outlook. We expect revenue guide to bracket $175B and EBIT (at high-end) near $19B. While there are lingering uncertainties on trade AMZN CEO recently"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945441525267382695) 2025-07-16 11:12:58 UTC 71.9K followers, 9361 engagements
"BofA Resumes Coverage on $EL with Buy Rating PT $110; 'A world reimagined' Analyst comments: "We reinstate coverage on Estee Lauder Companies with a Buy rating and a $XXX price objective implying XX% upside potential. The company generates $XX billion of revenue from XX brands including Estee Lauder Clinique MAC and La Mer making it the number two player in the $XXX billion global prestige beauty market. Asia has been a significant drag on profitability leading to an XX% decline in EPS from peak to trough. We have confidence that its Beauty Reimagined plan will drive an earnings recovery and"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943308906819916028) 2025-07-10 13:58:42 UTC 71.8K followers, 6433 engagements
"$ASML Q225 Earnings Highlights 🔹 Revenue: 7.69B (Est. 7.51B) 🟢; +23% YoY 🔹 EPS: XXXX (Est. 5.22) 🟢;+47% YoY 🔹 Gross Margin: XXXX% (Est. 51.9%) 🟢; +220bps YoY 🔹 Net Bookings: 5.54B (Est. 4.80B) 🟢; -XXX% YoY Guidance 🔹 FY25 Revenue Growth: XX% YoY (Prior: 3035B) 🔹 FY25 Gross Margin: XX% (Prior: 51%53%) 🔹 Q3 Revenue: 7.4B7.9B (Est. 8.21B) 🟡 🔹 Q3 Gross Margin: 50%52% (Est. 51.4%) 🟡 Other Key Q2 Metrics: 🔹 Net Income: 2.29B; UP +45% YoY 🔹 New Lithography Systems Sold: XX units; -XX% YoY Business Commentary 🔸 Memory demand remains strong driven by HBM & DDR5 investments 🔸 China"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945355213877207224) 2025-07-16 05:30:00 UTC 71.9K followers, 95K engagements
"$JNJ Johnson & Johnson Q225 Earnings Highlights 🔹 Revenue: $23.74B (Est. $22.86B) 🟢; +5.8% YoY 🔹 Adj. EPS: $XXXX (Est. $2.68) 🟢; -XXX% YoY FY25 Guidance 🔹 Reported Sales: $93.2B$93.6B (Est. $91.3B) 🟢 🔹 Adj. EPS: $10.63$10.73 (Est. $10.61) 🟢; +7.0% YoY 🔹 Adj. Oper Revenue Growth: +3.2% to +3.7% (Prior: +2.0% to +3.0%) 🔹 Operational Sales: $92.7B$93.1B (Prior: $91.6B$92.4B) Segment Revenue 🔹 Innovative Medicine: +2.4% YoY 🔹 MedTech: +4.1% YoY Regional Revenue (Adjusted Operational) 🔹 U.S.: +5.0% YoY 🔹 International: +0.4% YoY Other Q2 Metrics: 🔹 Net Income: $5.54B; +18.2% YoY 🔹"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945429572880835032) 2025-07-16 10:25:29 UTC 71.9K followers, 11.8K engagements
"Apple $AAPL is reportedly set to announce a $XXX million investment in $MP Materials to secure rare earth magnets used in iPhones and other products. The two will also build a new factory in Fort Worth TX expanding U.S.-based supply of critical components for electronics - Fox"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945052504984621472) 2025-07-15 09:27:09 UTC 71.9K followers, 69.3K engagements
"Edgewater says QTD sales trends for $CHWY look in line with June showing slight moderation. Still the outlook stays constructive as the company continues to gain share and drive customer acquisition"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944709465779175711) 2025-07-14 10:44:02 UTC 71.7K followers, 6698 engagements
"$META BUYS PLAY AI Meta just confirmed its acquired Play AIthe startup behind AI-generated human-like voices. Per Bloomberg the full Play AI team is set to join Meta next week. The move lines up with Metas push into voice tech for AI characters wearables and audio tools. No word on what they paid but this follows other big AI moves like recruiting talent from OpenAI and bringing on Scale AIs CEO to lead a new superintelligence group"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944683885339795804) 2025-07-14 09:02:23 UTC 71.9K followers, 23.3K engagements
"I shared a detailed DD on $NB with our Discord members X trading days agosince then the stocks performed incredibly well up XX% in just X days"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944853179704992009) 2025-07-14 20:15:06 UTC 71.9K followers, 11.1K engagements
"Goldman Sachs Initiates Coverage on $NBIS with Buy Rating PT $XX Analyst comments: "We initiate on Nebius a leading player in the AI Neocloud market (a niche AI GPU infrastructure rental market) with a Buy rating and a PT of $XX. Our rating reflects our positive view on the growth of the AI Neocloud market as the Generative AI market continues to expand rapidly and AI startups/enterprises seek specialised capacity alongside that provided by hyperscalers. While infrastructure provided by AI Neoclouds offers certain advantages over other GPU rental options we see Nebius as especially well"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944665119637852542) 2025-07-14 07:47:49 UTC 71.9K followers, 30.9K engagements
"$WFC Wells Fargo Q225 Earnings Highlights 🔹 Revenue: $20.82B (Est. $20.76B) 🟢;+1% YoY 🔹 EPS: $XXXX (Est. $1.40) 🟢;+20% YoY 🔹 NII: $11.71B (Est. $11.83B) 🔴;DOWN -X% YoY Guidance 🔹 Sees FY NII about $47.7B (Est. $47.92B) 🟡 Other Metrics 🔹 Provision for credit losses: $1.01B (Est. $1.16B) 🟢;-19% YoY 🔹 Non-interest expenses: $13.38B (Est. $13.40B) 🟢;+1% YoY 🔹 Total avg. loans: $916.7B (Est. $913.44B) 🟢 🔹 Total avg. deposits: $1.33T (Est. $1.35T) 🔴;-1% YoY 🔹 Non-performing assets: $7.96B (Est. $8.68B) 🟢;-8% YoY 🔹 ROE: 12.8%;+1.3 pp YoY CEO Commentary 🔸 Our second quarter"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945076428867035246) 2025-07-15 11:02:13 UTC 71.9K followers, 8244 engagements
"Morgan Stanley Downgrades $CRWD to Equalweight from Overweight Raises PT to $XXX from $XXX Analyst comments: "We move CrowdStrike to Equal-weight. Three key factors balance the risk/reward in the near-term: 1) Valuation: While confident in CrowdStrike's long-term growth story even with an imbedded 2H re-acceleration and 'normalizing' trends next year the current 21x EV/2026E Sales multiple presents a sizable premium to the large cap software peer average at 12x a premium that persists even when adjusted for growth rates (1.0x EV/S/G vs. 0.8x); 2) High Investor Expectations: CrowdStrike put up"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944666966243107139) 2025-07-14 07:55:09 UTC 71.6K followers, 9222 engagements
"Google $GOOGL will unveil its new Pixel XX lineup & Watch X at a hardware event in NYC on Aug. XX with a strong focus on AI Features. The phones will feature the new Tensor G5 chip now made by TSMC & include the Pixel XX Pro Fold expected to be cheaper than Samsungs Fold 7"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945522026434990350) 2025-07-16 16:32:51 UTC 71.9K followers, 9073 engagements
"Citi Opens 90-Day Upside Catalyst Watch on $MDT Reiterates Buy Rating PT $XX Analyst comments: "CMS has posted its draft decision memo for covering renal denervation (RDN) with proposed coverage in line with our expectations. CMS is proposing to cover RDN in patients with uncontrolled hypertension defined as 140/90 mm Hg despite 'active management by a clinician with primary responsibility for blood pressure management' and on stable doses of maximally tolerated guideline-directed medical therapy for at least three months. Additionally the primary providers must manage the patient for at"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943608943206613412) 2025-07-11 09:50:57 UTC 71.4K followers, 6298 engagements
"$UBER is teaming up with Chinas Baidu $BIDU to roll out robotaxis in Asia and the Middle East later this year. Baidus Apollo Go AVs will run on Ubers platform through a multi-year deal. The fleet has already completed over XX million rides across XX cities"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945092873655083197) 2025-07-15 12:07:33 UTC 71.9K followers, 66.8K engagements
"President Trump announced over $XX billion in new private-sector investments for AI and energy infrastructure during a visit to Pennsylvania on Tuesday. The deals include: $25B from Blackstone for new data centers and power infrastructure (with QTS and PPL) $6B from CoreWeave for an NVIDIA-equipped AI data center $15B from FirstEnergy to upgrade power distribution and the grid $3B from Google for hydroelectric energy via Brookfield $100M from GE Vernova for grid products and XXX jobs across Pennsylvania $2.5M from Meta to support rural startups and training Trump said these moves help ensure"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945242182019060041) 2025-07-15 22:00:51 UTC 71.9K followers, 13.4K engagements
"CHINA GIVES CONDITIONAL OK TO $SPNS SYNOPSYS-ANSYS DEAL: Beijings market regulator says the approval comes with commitments: maintain pricing service terms and access for Chinese customers"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944661910928109784) 2025-07-14 07:35:04 UTC 71.6K followers, 6740 engagements
"$ENPH $RUN $FSLR Trump signed an executive order tightening rules on solar and wind tax credits restricting projects from locking in incentives unless substantial construction is done. This follows his $3.4T budget bill that aimed to end green energy subsidies. The order also targets projects with ties to foreign entities like China. - BBG"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942478528974590146) 2025-07-08 06:59:05 UTC 71.5K followers, 10.4K engagements
"Intel $INTC is spinning out its AI robotics and biometrics venture RealSense with a fresh $XX million Series A raise backed by MediaTek Innovation Fund and Intel Capital. RealSense which makes robotics automation tools plans to use the funding to expand product lines and meet rising demand. Nadav Orbach Intels VP for incubation and disruptive innovation will lead as CEO. Intel will keep a minority stake as it continues restructuring to stay competitive in AI"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943624911483977942) 2025-07-11 10:54:24 UTC 71.9K followers, 10.5K engagements
"Citi Upgrades $LIN to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "We updated our estimates ahead of 2Q25 raising estimates across Air Products and Linde on better FX and productivity. We upgrade Linde to Buy seeing continued success with project execution and underlying price and productivity. Looking past the macro uncertainties ahead there are a few things to get constructive on regarding Lindes growth algorithm specifically: 1) evidence of strong execution across price and productivity; 2) high-quality project backlogs with near-term opportunities and recent success on"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939612171857776655) 2025-06-30 09:09:12 UTC 71.6K followers, 7754 engagements
"RBC RAISES S&P XXX $SPX YEAR-END TARGET TO 6250 UP FROM 5730 citing stronger sentiment and 2026 growth prospects. The EPS forecast stays at $XXX. RBC says its still early to rule out tariff impact"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944678877114302712) 2025-07-14 08:42:29 UTC 71.5K followers, 6736 engagements
"Jefferies Lowers $OSCR PT to $X from $XX Maintains Underperform Rating Analyst comments summary: Oscar is most at risk among peers as a Health Insurance Exchange (HIX) pure play with approximately XX% of premiums coming from states where risk pool shifts should be most dramatic (federally facilitated marketplaces plus non-expansion states) making risk adjustment estimation more complicated. If Oscar experiences the same impact as Centene (CNC) PY25 risk adjustment payable needs to increase by approximately $XXX million (Jefferies estimate). Oscar likely made the same risk adjustment reserving"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943287285652640219) 2025-07-10 12:32:48 UTC 71.9K followers, 236.9K engagements
"Citizens JMP Downgrades $WRBY to Market Perform from Market Outperform Analyst comments: "We transfer coverage of Warby Parker with a Market Perform rating. We appreciate Warby Parkers: 1) value proposition with its designer quality glasses starting at just $95; 2) vertically integrated offering that gives it cost advantages and control of distribution; 3) runway to open new stores while exploring new strategic partnerships such as its stores within Target; 4) ability to improve revenue per customer and retention driven by further penetration of Warbys holistic care strategy; and 5) efficient"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943236497500705020) 2025-07-10 09:10:59 UTC 71.7K followers, 5148 engagements
"ELON MUSK SAYS HE DOESN'T SUPPORT MERGER BETWEEN XAI & $TSLA"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944656759592976799) 2025-07-14 07:14:36 UTC 71.7K followers, 8913 engagements
"Goldman Sachs Downgrades $ENPH to Sell and $SEDG to Neutral Lowers PTs to $XX and $XX Respectively Analyst comments: "For Enphase our previous Buy thesis was based on benefits from a potentially improving US residential solar market normalization of its inventory channel and the launch of its newest battery product and IQ9 microinverter to drive market share gains and cost improvements. However recent tariffs particularly in China have caused management to lower near-term margin expectations as supply chains shift and following recent residential solar tax changes we believe the companys"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942861733754011807) 2025-07-09 08:21:48 UTC 71.8K followers, 6375 engagements
"$MP Materials has launched a $500M public offering of common stock with all shares being sold by the company. Proceeds will support expansion efforts including its 10X Facility and broader strategic initiatives. J.P. Morgan and Goldman Sachs are lead bookrunners"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945581903954022775) 2025-07-16 20:30:47 UTC 71.9K followers, 15.2K engagements
"$AGEN SELLS U.S. BIOLOGICS FACILITIES TO ZYDUS FOR UP TO $125M Agenus is selling its biologics manufacturing sites in Emeryville and Berkeley CA to Zydus Lifesciences for $75M upfront plus up to $50M in milestone payments. Zydus gains a U.S. base for its new CDMO business and will exclusively manufacture Agenus Phase 3-ready cancer drugs Botensilimab and Balstilimab. The deal gives Zydus a foothold in the growing global biologics market"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1929876818812981645) 2025-06-03 12:24:23 UTC 71.1K followers, 6078 engagements
"President Trump's nominee to lead the NHTSA Jonathan Morrison has a history of publicly challenging Tesla $TSLA over its safety claims. Back in 2018 while serving as NHTSAs chief counsel Morrison called out Teslas claim that the Model X had the lowest probability of injury of any vehicle ever tested calling it potentially misleading and a misuse of federal safety data. Now nominated to head the agency Morrison would have significant oversight of Elon Musks Tesla especially as the company ramps up its autonomous driving and robotaxi efforts. His confirmation comes at a time when Musk is at"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945202718861336869) 2025-07-15 19:24:02 UTC 71.9K followers, 37.6K engagements
"Bill Gates is pledging XX% of his $168B fortune to the Gates Foundation which will now close in 2045. Thats $107B more going toward global health education and poverty over the next XX years. The foundation will spend $200B in total before winding down"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1920453038080213183) 2025-05-08 12:17:39 UTC 71.8K followers, 8363 engagements
"$ASML $SAP and Mistral AI are among over XXX European companies urging the EU to delay its AI Act rules warning that current timelines risk undermining Europes AI competitiveness. They say missing guidelines and the lack of a clear code of practice make compliance unworkable before the August deadline"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940683574698823984) 2025-07-03 08:06:35 UTC 71.4K followers, 12.4K engagements
"Google $GOOGL just locked in the worlds largest corporate clean energy deal for hydropowersigning a 20-year $3B agreement with Brookfield to upgrade X PA plants. This comes alongside a $25B commitment to data centers in Pennsylvania and nearby state First Energy is also investing $15B to modernize the states grid"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945074535801479538) 2025-07-15 10:54:41 UTC 71.9K followers, 28.2K engagements
"BofA Downgrades $CNC to Underperform from Neutral Lowers PT to $XX from $XX Analyst comments: "We are downgrading Centene due to slowing end markets in Medicaid (54% of revenue) and ACA exchanges (23% of revenue) from the recently passed Reconciliation Bill and the increasingly higher likelihood that enhanced exchange subsidies expire at the end of 2025. As a result we are lowering our 2026 and 2027 EPS estimates from $3.98/$6.04 to $3.75/$5.57 respectively reducing our PO to $XX and moving to Underperform." Analyst: Joanna Gajuk"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945427282145038642) 2025-07-16 10:16:23 UTC 71.9K followers, 7263 engagements
"Ray-Ban maker EssilorLuxottica is buying Optegra which runs 70+ eye hospitals across Europe in a push into AI-driven eyecare. Deal builds on recent med-tech buys like Heidelberg Engineering and Cellview Imaging"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1928360490692137176) 2025-05-30 07:59:02 UTC 71.8K followers, 10.8K engagements
"$C Citigroup Q225 Earnings Highlights 🔹 Revenue: $21.67B (Est. $21.00B) 🟢;UP +8% YoY 🔹 EPS: $XXXX (Est. $1.60) 🟢;UP +29% YoY 🔹 NII: $15.18B (Est. $14.05B) 🟢;UP +12% YoY Segment / Product Results 🔹 FICC Sales & Trading Rev: $4.27B (Est. $3.92B) 🟢 🔹 Equities Sales & Trading Rev: $1.61B (Est. $1.55B) 🟢 🔹 US Personal Banking Rev: $5.12B (Est. $5.26B) 🔴 🔹 Total Loans: $725.3B (Est. $706.82B) 🟢;UP +5% YoY Guidance 🔹 Sees FY Adj. Revenue $84.0B CEO Commentary 🔸 We reported another very good quarter and continue to demonstrate that our strong results are sustainable through different"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945092395466678532) 2025-07-15 12:05:39 UTC 71.9K followers, 8194 engagements
"APPLE $AAPL PLANS NEW MACBOOK PRO IPHONE 17E AND IPADS BY EARLY 2026"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943386608599994635) 2025-07-10 19:07:28 UTC 71.1K followers, 9568 engagements
"TRUMP LIKELY TO FIRE POWELL SOON: BBG A White House official says the president discussed ousting the Fed chair with GOP lawmakers Tuesday night. No final decision/timing yet but the process to replace Powellwhose term runs through May 2026is reportedly already underway"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945505696847745062) 2025-07-16 15:27:58 UTC 71.9K followers, 12.3K engagements
"JPMORGAN $JPM CFO SAYS CONSUMER SPENDING IS FINE IT IS NOT BOOMING BUT DON'T SEE SIGNS OF STRESS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945096389127548998) 2025-07-15 12:21:31 UTC 71.9K followers, 8692 engagements
"$BP says production rose in Q2 vs Q1 and oil trading delivered strong results. Refining margins were higher though they took up to a $1.5B asset write-down. Net debt fell slightly from $27B. Shares remain under pressure as activist Elliott pushes for big changes"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943561847464169866) 2025-07-11 06:43:48 UTC 71.8K followers, 7082 engagements
"Seaport Global Securities Upgrades $MA to Buy from Neutral Sets PT at $XXX Analyst comments: "For Mastercard we had made a relative call (preferring V over MA) at the beginning of the year. That has been playing out. Now we see good reason for investors to be buyers of both networks following their recent pullbacks in June which was in response to stablecoin-related 'disintermediation risks' for the networks that we believe are overblown. For MA we expect to see it create new growth opportunities in crypto via partnering (see its recent announcements with Fiserv and with Chainlink). Elsewhere"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944758951998058860) 2025-07-14 14:00:40 UTC 71.9K followers, 8694 engagements
"$MBLY also signed a new supply deal with $TSM to manufacture imaging radar and future EyeQ products expanding beyond STMicro"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942679141972861005) 2025-07-08 20:16:15 UTC 71.5K followers, 7557 engagements
"$CRWV TO INVEST UP TO $6B IN PENNSYLVANIA AI INFRASTRUCTURE CoreWeave just announced plans to invest up to $X billion in a new AI-focused data center in Lancaster PA. The 100MW facilityexpandable to 300MWwill support high-performance AI workloads and U.S. competitiveness. The news comes ahead of CEO Michael Intrator joining Trump and state leaders at the Energy & Innovation Summit in Pittsburgh"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945053559852294358) 2025-07-15 09:31:20 UTC 71.9K followers, 22.5K engagements
"MUSKS XAI SEEKS UP TO $200B VALUATION IN NEXT FUNDRAISING: FT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943756553909416131) 2025-07-11 19:37:30 UTC 71.5K followers, 11K engagements
"$META FACES $8B TRIAL OVER PRIVACY VIOLATIONS Mark Zuckerberg is expected to testify this week as Meta heads to trial in a shareholder lawsuit tied to the Cambridge Analytica scandal. Investors say Facebooks leadershipZuckerberg Sandberg Andreessen Thiel and othersignored a 2012 FTC agreement and allowed massive user data misuse. The trial set to last eight days in Delaware centers on claims that Meta directors failed their duty of oversight one of the toughest allegations to prove in corporate law. Shareholders want $8B in damages to cover fines and fallout including the $5B FTC penalty from"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944713609487237272) 2025-07-14 11:00:30 UTC 71.9K followers, 8906 engagements
"US LIFTS CHIP SOFTWARE CURBS ON CHINA The US just lifted export restrictions on chip design software to China in a trade truce move. Synopsys $SNPS and Cadence $CDNS confirmed they're restoring access to Chinese customers after the Commerce Department reversed its May restrictions. Siemens EDA is also resuming China sales. This comes as China agreed to review rare earth export applications while the US cancels related curbs aiming to stabilize critical tech supply chains"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940666391465808329) 2025-07-03 06:58:18 UTC 71.6K followers, 18.2K engagements
"TRUMP: HAPPY CRYPTO WEEK WILL WORK HARD WITH SENATE & HOUSE TO GET EVEN MORE LEGISLATION PASSED"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945144056973287865) 2025-07-15 15:30:56 UTC 71.9K followers, 21.3K engagements
"FOMC MINUTES: A COUPLE OF PARTICIPANTS SAID THEY WOULD BE OPEN TO CONSIDERING A RATE CUT AS SOON AS JULY MEETING IF DATA EVOLVED AS THEY EXPECTED"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943007824923291886) 2025-07-09 18:02:19 UTC 71.8K followers, 14.3K engagements
"$KHC SELLS ITALIAN BABY FOOD BUSINESS Kraft Heinz is selling its Italian infant and specialty food brands including Plasmon Nipiol and Biaglut plus its Latina production facility to Italys NewPrinces Group. The deal is expected to close by year-end letting Kraft Heinz sharpen focus on core growth platforms like Heinz ketchup mayo and sauces across Europe"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943234578594124156) 2025-07-10 09:03:21 UTC 71.5K followers, 5576 engagements
"ASTRAZENECA $AZN CEO WANTS TO MOVE LISTING TO US: THE TIMES"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940057035212763463) 2025-07-01 14:36:56 UTC 71.8K followers, 8588 engagements
"Morgan Stanley Comments on US Tariffs on Mexico Impact to Food and Beverages Analyst comments: "Our take: In a scenario in which products covered by the USMCA free-trade agreement are not impacted and remain exempt that would mean limited impacts to our Mexico F&B coverage; If all exports were exposed (again that does not seem to be the base case here) Cuervo is likely the most exposed company while Gruma/Bimbo/Alfa could also see impacts although arguably not material. While Cuervo/Gruma/Bimbo/Alfa have relevant revenue exposure from US divisions (57%/56%/46%/19% in 2024) we think a"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944735856499347496) 2025-07-14 12:28:54 UTC 71.8K followers, 6103 engagements
"$MP ANNOUNCES TRANSFORMATIONAL DOD PARTNERSHIP MP Materials has secured a multibillion-dollar public-private partnership with the Department of Defense to accelerate U.S. rare earth magnet independence. The deal includes a $400M convertible preferred stock investment by DoD making it MPs largest shareholder plus a 10-year NdPr price floor at $110/kg and a 10-year magnet offtake agreement. MP will build its 10X magnet facility expanding U.S. magnet production to 10000 metric tons by 2028 supported by $1B in financing from JPMorgan and Goldman Sachs. CEO James Litinsky called it decisive action"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943252333124817059) 2025-07-10 10:13:54 UTC 71.9K followers, 30.7K engagements
"LIBERATION WEEK XXX $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥 Here's a final weekly heatmap of S&P 500"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943762480343433623) 2025-07-11 20:01:03 UTC 71.6K followers, 9170 engagements
"BofA: TRUMPS NEW TARIFFS REINFORCE NO FED CUTS THIS YEAR CALL Bank of America says Trumps proposed XX% tariffs on EU and Mexican importsset for Aug 1raise the U.S. effective tariff rate by 4pts adding about 30bps of stagflation risk. With inflation uncertainty rising BofA says this strengthens their out-of-consensus view that the Fed wont cut rates in 2025"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944864251342168548) 2025-07-14 20:59:06 UTC 71.9K followers, 12.3K engagements
"AWS is announcing an additional $XXX million investment in an $AMZN AWS generative AI innovation center"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945106073184022649) 2025-07-15 13:00:00 UTC 71.9K followers, 7642 engagements
"H2 KICKS OFF WITH RECORD-SETTING MOMENTUM $SPY +1.72% 🟩 $QQQ +1.48% 🟩 $DJI +2.30% 🟩 $IWM +3.60% 🟩 Here's a final weekly heatmap of S&P 500"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940818361757421651) 2025-07-03 17:02:10 UTC 71.6K followers, 9794 engagements
"ROBINHOOD $HOOD CEO VLAD ON BLOOMBERG: The goal of tokenized public stock is to let retail investors trade private company exposure tackling what he calls one of the biggest inequities in capital markets as firms stay private longer. He confirmed these tokens are structured as derivatives under EU MiCA rules backed by underlying assets held via brokers and dividend rights will be passed to holders. Lithuanias regulator has questions but hes confident the products will withstand scrutiny. He called tokenization the biggest innovation in capital markets in a decade adding US rollout may take"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942518045206807017) 2025-07-08 09:36:06 UTC 71.8K followers, 107.8K engagements
"Trump: Our Fed Rate is AT LEAST X Points too high. Too Late is costing the U.S. XXX Billion Dollars a Point PER YEAR in refinancing costs. No Inflation COMPANIES POURING INTO AMERICA. The hottest Country in the World LOWER THE RATE"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942948929999659046) 2025-07-09 14:08:17 UTC 71.9K followers, 9932 engagements
"$NVDA just closed above a $X trillion market cap for the first time ever. $MSFT is now next in line chasing that milestone"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943401895416271289) 2025-07-10 20:08:13 UTC 71.5K followers, 10K engagements
"EVERCORE: $NVDA is prepping to restart H20 GPU shipments to China with U.S. export licenses expected soon. That could unlock up to $10B in near-term revenuetied to previously written-down inventory. Those sales could come with outsized gross margins. NVDAs China revenue share has dipped from 2025% to 1015%"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945103885783458122) 2025-07-15 12:51:19 UTC 71.9K followers, 31.9K engagements
"Rosenblatt Initiates Coverage on $GTLB with Buy Rating PT $XX Analyst comments: "GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945038836414984333) 2025-07-15 08:32:50 UTC 71.9K followers, 6364 engagements
"President Trump just dropped letters to the EU and Mexico saying the US will slap XX% tariffs on all their products starting August X unless they cut a deal"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944023373631180926) 2025-07-12 13:17:45 UTC 71.1K followers, 23.7K engagements
"$KC Kingsoft Cloud Q1'25 Earnings Highlights: 🔹 Adj. EPS: (RMB 0.08) (Est. RMB -0.62) 🟢 🔹 Revenue: RMB 1.97B (Est. RMB 2B) 😐; +10.9% YoY 🔹 Non-GAAP Gross Margin: XXXX% Segment Performance: 🔸 AI Gross Billing: RMB 525M; +228% YoY now XX% of Public Cloud 🔹 Public Cloud Revenue: RMB 1.35B; +14.0% YoY -XXX% QoQ 🔹 Enterprise Cloud Revenue: RMB 616.5M; +4.8% YoY -XXXX% QoQ Profitability & Expenses: 🔹 Cost of Revenue: RMB 1.65B; +11.4% YoY IDC Cost: RMB 722.8M; -XXX% YoY Depreciation/Amortization: RMB 378.5M; Up significantly YoY 🔹 Total OpEx: RMB 552.5M; -XXX% YoY +17.7% QoQ S&M: RMB"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1928017192219726062) 2025-05-29 09:14:54 UTC 71.6K followers, 9704 engagements
"Trump: The Fed should cut rates by X points. Very low inflation. One trillion dollars a year would be saved"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945124220054462575) 2025-07-15 14:12:07 UTC 71.9K followers, 9219 engagements
"Trump's AI and crypto czar Sacks: We want to prohibit CBDCs. Visa $V and Mastercard $MA will be more comfortable with stablecoins"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945143055910052204) 2025-07-15 15:26:58 UTC 71.9K followers, 8347 engagements
"MISTRAL AI IN TALKS TO RAISE UP TO $X BILLION FROM MGX OTHERS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942630321486442827) 2025-07-08 17:02:15 UTC 71.4K followers, 5771 engagements
"Apple $AAPL just rolled out its new Hearing Test and Hearing Aid features for AirPods Pro X along with sleep apnea notifications for Apple Watch in several new markets including Australia Indonesia Taiwan and Vietnam per CEO Tim Cook on X"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945197951950741610) 2025-07-15 19:05:06 UTC 71.9K followers, 8544 engagements
"France's Finance Minister Lombard: We're not far from an EU-US trade deal before August 1st. Retaliatory trade measures would hurt the EU and the US"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945371361813155945) 2025-07-16 06:34:10 UTC 71.9K followers, 6387 engagements
"$LYFT LAUNCHES IN PUERTO RICO Lyft just rolled out its rideshare service in Puerto Rico marking its latest move to expand beyond the mainland US. The company started recruiting drivers in May with $XXX bonuses for completing XX rides in San Juan within the first month. Exec VP Jeremy Bird said demand was already there with locals and tourists opening the app before service was live. App checks are up XX% since driver sign-ups began. Lyft has been growing internationally after turning profitable in 2024. It's now in Canadas XX biggest cities and plans to double its market with the Freenow"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942612350449901698) 2025-07-08 15:50:50 UTC 71.7K followers, 5566 engagements
"$LW on watch amid vague takeover chatter after JANA Partners won six board seats. JANA initially pushed for a sale. $POST was reportedly interested in Lamb Weston in the past"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939691252469117351) 2025-06-30 14:23:26 UTC 71.7K followers, 6410 engagements
"Goldman Sachs Assumes Coverage on $UPST with Sell Rating PT $XX Analyst comments: "We assume coverage of UPST from Mike Ng with a Sell rating (Unchanged) and a $XX price target implying XX% downside compared to the average -XXXX% downside for our coverage. We see UPST as a top marketplace lender and although the company did not materially outperform during the last period of consumer credit weakening we do see merit in its ability to price risk better than other marketplace lenders through sophisticated machine learning models. Nevertheless while we see UPST as well positioned to avoid"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944697994521289171) 2025-07-14 09:58:27 UTC 71.8K followers, 9083 engagements
"Per NYT Trump has drafted a letter to fire Fed Chair Powell and showed it to House Republicans asking if he should go through with it. No final decision yet but he's seriously considering it"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945507039041773771) 2025-07-16 15:33:18 UTC 71.9K followers, 8832 engagements
"UBS GLOBAL RESEARCH RAISES CHINA'S 2025 GDP GROWTH FORECAST TO XXX% VS PRIOR FORECAST OF 4%"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945404302031495309) 2025-07-16 08:45:04 UTC 71.9K followers, 11.1K engagements
"$NKE NAMES NEW CONVERSE CEO Jared Carver is stepping down as Converse CEO after XX years. Hell be replaced by Aaron Cain a 21-year Nike veteran and current VP of Global Mens. Cain will take over by the end of July as Nike continues its business realignment"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943604731882185215) 2025-07-11 09:34:13 UTC 71.1K followers, 6445 engagements
"$AAPL TAPS TATA FOR IPHONE & MACBOOK REPAIRS IN INDIA Apples handing over its India device repair biz to Tata replacing Wistrons unit. Repairs will now run from Tatas Karnataka campus. With India iPhone sales hitting 11M last year the move deepens Apples bet on India as both a market and supply chain hub Reuters"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1930575471961677999) 2025-06-05 10:40:35 UTC 71.5K followers, 5734 engagements
"$LMT SENATE PANEL BACKS XX F-35'S FOR AIR FORCE IN FY26 PROPOSAL"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943673847989096608) 2025-07-11 14:08:51 UTC 71.9K followers, 7806 engagements
"BofA Securities Reiterates Buy Rating on $CHWY Maintains PT at $XX Analyst comments: "Vet Care & Pharmaceuticals is a $40bn market per the APPA making pet care the second-largest expense for owners after Food & Treats. We expect growth to accelerate in 26/27 on improving pet adoption trends and as pets adopted during COVID enter senior years trends that Chewy is well-positioned to capitalize upon with a growing veterinary practice and leading Pharmacy share. Based on our estimates for CVC locations to ramp and customer penetration to increase for Pharmacy we see potential for $1bn+ in revenue"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945065162085687814) 2025-07-15 10:17:26 UTC 71.9K followers, 7137 engagements
"JUNE U.S. INFLATION DATA: PPI XXX% YoY (Est. 2.6%) PPI X% MoM (Est. 0.3%) PPI Core XXX% YoY (Est. 2.8%) PPI Core X% MoM (Est. 0.3%)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945461020572668413) 2025-07-16 12:30:26 UTC 71.9K followers, 36.5K engagements
"Fox reports Defense Secretary Pete Hegseth has issued sweeping new orders to ramp up drone production and deployment aiming to fast-track capabilities across the military. - FOX $RCAT $PDYN $ACHR"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943403393168331260) 2025-07-10 20:14:10 UTC 71.3K followers, 21.8K engagements
"NVIDIA $NVDA is bringing AI supercomputer manufacturing to the U.S. for the first time. Blackwell chip production is already underway at TSMCs Arizona fabs. Meanwhile new supercomputer plants are being set up with Foxconn in Houston and Wistron in Dallasmass production expected to scale over the next 1215 months. Over the next few years NVIDIA says it could produce up to $500B worth of AI infrastructure in the U.S. through key partnerships with TSMC Foxconn Wistron Amkor and SPIL"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1911769615056658678) 2025-04-14 13:12:49 UTC 71.5K followers, 25.8K engagements
"Edgewater: For $MU and $SNDK demand and pricing in 1H25 are coming in better but 2H25 is expected to be softer than usual with a downward bias"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944709467599417567) 2025-07-14 10:44:02 UTC 71.9K followers, 7849 engagements
"BWG Global turned less positive on Chipotle $CMG after "mixed" channel checks. They cited macro pressures with weaker sales plans transactions and ticket trends in Q2"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942209168464568325) 2025-07-07 13:08:44 UTC 71.6K followers, 7377 engagements
"Wells Fargo Maintains Overweight Rating on $MSFT Raises PT to $XXX from $XXX Analyst comments: "Azure growth still capacity constrained expect FQ4 upside: While not necessarily expecting a repeat of MSFT's 300bps Azure beat in FQ3 upbeat partner feedback to us suggests upside to 3435% guide given robust core + AI demandfurther building on last quarter's 'accelerated growth' in Enterprise & improved scale motions. Also note continued capacity constraints could present 4Q upside if brought online faster. Expect similar mid-30s constant currency guide for FQ1 aligned with 'beyond June'"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945062662154674671) 2025-07-15 10:07:30 UTC 71.9K followers, 5845 engagements
"OCEANEERING LANDS $80$90M ROV SERVICES DEAL IN ANGOLA $OII has been awarded a 3-year contract by Esso Exploration Angola (an ExxonMobil affiliate) to support offshore operations in Block XX. The deal which began July X is expected to bring in $80M$90M in revenue. The work includes ROV services IWOCS systems subsea inspections hydrate remediation and more. Oceaneering called the renewal a key win in a strategic region reinforcing its position in Angolas offshore sector"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944731102746476758) 2025-07-14 12:10:00 UTC 71.8K followers, 6735 engagements
"Following China AI resumption BofA sees $AMD shipping $400$600M per quarter in data center GPUs through 2H 2025 and into 2026 adding $1B to its $66.5B forecast for 2025 and $2B to 2026's $9.510B consensus. They highlight stronger-than-expected MI355X pricing at $2025K server CPU share gains and potential upside from MI400 in 2026. New price target: $XXX based on 31x CY26E EPS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945153939084861469) 2025-07-15 16:10:12 UTC 71.9K followers, 12.7K engagements
"BANK OF AMERICA $BAC CEO: WE FEEL PRETTY GOOD ABOUT THE OUTLOOK FOR INVESTMENT BANKING IN THE SECOND HALF WE EXPECT TO SEE LOAN GROWTH IN A MID-SINGLE-DIGIT PERCENTAGE THE CONSUMER IS STILL SPENDING MORE SUPPORTED BY EMPLOYMENT WAGES"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945448347189514413) 2025-07-16 11:40:05 UTC 71.9K followers, 8292 engagements
"Thiel-backed $ATAI Life Sciences is planning to fully acquire UK-based Beckley Psytech in an all-stock deal valuing Beckley at around $XXX million per Bloomberg. Atai will rename the combined firm Atai Beckley and raise $30M from Adage Capital and Ferring Ventures. Deal hinges on mid-2025 trial results for Beckleys intranasal depression treatment"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1929497045632725421) 2025-06-02 11:15:18 UTC 71.7K followers, 8162 engagements
"Novartis $NVS just lost its bid to block MSNs generic version of Entresto. A Delaware judge ruled they failed to prove infringement at trial"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943695648966017478) 2025-07-11 15:35:29 UTC 71.4K followers, 7477 engagements
"Cantor Fitzgerald Reiterates Overweight Rating on $KTOS Maintains PT at $XX Analyst comments: "We arrive at our $XX PT for KTOS by taking a weighted average of two approaches: EV/EBITDA (50%) and EV/Revenue (50%) vs. FY27E estimates. While valuation screens as a stretch vs. comps as well as historical levels we think KTOS catalyst pipeline of X-58 scaling as well as microwave electronics and munitions opportunities are likely to push the name above historical bounds and towards Space-like levels (50100x EBITDA on FY3). However unlike Space names that may have headwinds to longer-term cash"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945075637753925985) 2025-07-15 10:59:04 UTC 71.9K followers, 6062 engagements
"At SoftBank World Son and Altman agreed there's no ceiling to how far AI can scale. Altman said when AI gets cheaper usage jumpscut cost by 10x and people want it 30x more. Sons planning to deploy X billion AI agents inside SoftBank this year and is building an OS just for them. SoftBanks now spending $3B a year on OpenAI services and may invest up to $30B more depending on OpenAIs structure changes. Both are betting big on scale with Son also tied to the $500B Stargate project with Altman to build U.S. data centers"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945374204473565354) 2025-07-16 06:45:28 UTC 71.9K followers, 6974 engagements
"SHARPLINK GAMING $SBET ACQUIRES 10000 ETH DIRECTLY FROM THE ETHEREUM FOUNDATION: GNW"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943641750838595966) 2025-07-11 12:01:19 UTC 71.9K followers, 44.9K engagements
"US TREASURY SECRETARY BESSENT: I EXPECT TO MEET CHINESE COUNTERPART IN NEXT FEW WEEKS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945078736656753018) 2025-07-15 11:11:23 UTC 71.9K followers, 8439 engagements
"JPMorgan Upgrades $SLM to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade SLM Corp. to Overweight given a higher originations outlook from the Grad PLUS opportunity. We increase our originations estimates in 2027 on the potential Grad PLUS opportunity as we believe the OBBBAs elimination of the Grad PLUS program could result in an incremental $XXX billion to $XXX billion of originations for SLM. This translates into accretive gain on sale income and could drive upside to share repurchases and EPS. We expect upside from the Grad PLUS opportunity to offset"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943570406675484744) 2025-07-11 07:17:49 UTC 71.1K followers, 7191 engagements
"Citi Raises $TTD PT to $XX from $XX Maintains Buy Rating Adds 90-Day Upside Catalyst Watch Analyst comments: "We ran a media buyer survey and came away incrementally positive on The Trade Desks leadership position. While Amazon DSP did show well in a more competitive environment The Trade Desks strength stands out and there was solid support for Kokai. Our survey found The Trade Desk to be the clear market share leader and best performing DSP across key qualities including inventory and data. With take-rates not the most critical consideration for advertisers (ranked fourth) this reads"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939967035389493309) 2025-07-01 08:39:18 UTC 71.3K followers, 11.6K engagements
"NVIDIA $NVDA CEO is set to meet with Chinese officials next week as the company aims to unveil a new AI processor for China by September that complies with US export controls per Financial Times"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942997947203121192) 2025-07-09 17:23:04 UTC 71.6K followers, 9415 engagements
"OpenAI will begin using $GOOGL Cloud infrastructure for ChatGPT and its API in several countries including the U.S. Japan the Netherlands Norway & the UK. While $msft remains a key partner OpenAI has added Google CoreWeave & Oracle to help meet rising compute demands-CNBC"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945570303876501543) 2025-07-16 19:44:42 UTC 71.9K followers, 18.5K engagements
"$HIMS APP DOWNLOADS DECLINE Y/Y FOR FIRST TIME Morgan Stanleys Alphawise data shows a notable slowdown for Hims & Hers in Junemonthly app downloads fell year-over-year for the first time and web traffic rose just X% the weakest growth since March 2024"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944704251227525440) 2025-07-14 10:23:19 UTC 71.9K followers, 26.1K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.26% 🟩 $QQQ +0.09% 🟩 $DJI +0.37% 🟩 $IWM +0.60% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945476177487098226) 2025-07-16 13:30:40 UTC 71.9K followers, 16.5K engagements
"Boyd Gaming $BYD is selling its X% stake in FanDuel to Flutter $FLUT for $1.755B cash. The deal closes Q3 2025 with proceeds going toward debt reduction. Boyd will get fixed fees from FanDuels mobile betting in X states through 2038 and expects its online segment to generate $50-55M op income and Adj. EBITDAR in 2025"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943412405830328347) 2025-07-10 20:49:59 UTC 71.9K followers, 7185 engagements
"Stellantis $STLA ends hydrogen fuel cell program will no longer launch hydrogen-powered Pro One vehicles this year. Hydrogen van production in France & Poland has stopped. Co. is exploring alternatives for Symbio with partners but staffing and site operations wont be affected"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945365511413416084) 2025-07-16 06:10:55 UTC 71.9K followers, 6779 engagements
"$JD founder Richard Liu says the company lost its way over the past five years calling it the "darkest period" in JDs history. Now hes leading a turnaround with plans to enter food delivery travel and Europes e-commerce market by 2026. Liu is taking on Meituan and Alibaba with steep subsidies new hotel and flight booking services and JDs logistics strength. About XX% of new food delivery users are converting to JDs e-commerce platform per Liu. Hell shift focus to global growth while CEO Sandy Xu runs domestic operations"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1935254665563881898) 2025-06-18 08:34:02 UTC 71.1K followers, 11.8K engagements
"$BLK BlackRock Q2'25 Earnings Highlights 🔹 Revenue: $5.42B (Est. $5.46B) 🟡; UP +13% YoY 🔹 Adj EPS: $XXXXX (Est. $10.91) 🟢; UP +16% YoY 🔹 AUM: $12.53T; UP +18% YoY 🔹 Total Net Flows: $68B; DOWN -XX% YoY 🔹 Long-Term Net Flows: $46B; DOWN -XX% YoY Segment / Revenue Breakdown 🔹 Base Fees: $4.28B; UP +15% YoY 🔹 Securities Lending Revenue: $171M; UP +11% YoY 🔹 Tech Services & Subscription Revenue: $499M; UP +26% YoY 🔹 Performance Fees: $94M; DOWN -XX% YoY 🔹 Distribution Fees: $320M; UP +1% YoY Other Key Q2 Metrics: 🔹 Net Income (Adj.): $1.88B; UP +21% YoY 🔹 Operating Income (Adj.):"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945061865111085130) 2025-07-15 10:04:20 UTC 71.9K followers, 16.1K engagements
"Oppenheimer Raises $TLN PT to $XXX from $XXX - Outperform Analyst comments: "An upsized Susquehanna/AWS PPA the opportunity to sign a data center deal at Montour and the potential for M&A give us confidence that Talen Energy shares can trade higher. The upsized PPA adds approximately $XX per share of incremental value (on top of the original $XX per share) and a Montour deal could add another $XX per share-plus of value. Separately M&A activity in PJM remains robust (e.g. NRG/LS Power) and TLN could participate as a way to expand generation capacity. Additionally the 2026/2027 PJM BRA"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943612764393820296) 2025-07-11 10:06:08 UTC 71.1K followers, 6915 engagements
"Nvidia $NVDA generated $3.6M in revenue and nearly $2M in net income per employee last yearmore than any Big Tech company"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1900264311894720723) 2025-03-13 19:14:51 UTC 71.6K followers, 58.4K engagements
"TRUMP: JUST MADE A TRADE DEAL WITH VIETNAM"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940417017171079283) 2025-07-02 14:27:22 UTC 71.5K followers, 15.3K engagements
"$COST JUNE SALES UP X% Costco reported June net sales of $26.44B up X% from last year. Comparable sales rose XXX% with U.S. comps +4.7% Canada +6.7% and international +10.9%. E-commerce grew 11.5%. Adjusted for gas and FX total comps were +6.2%. Costco now runs XXX warehouses globally"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943041948199379079) 2025-07-09 20:17:55 UTC 71.4K followers, 13.4K engagements
"Goldman Sachs analyst Christine Cho upgraded McDonald's $MCD from Neutral to Buy with a price target of $345.00"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943237629472051279) 2025-07-10 09:15:29 UTC 71.5K followers, 5730 engagements
"Goldman Sachs $GS has posted the best stock-trading quarter in Wall Street history raking in $4.3B in Q2 equities revenue$600M above estimates and topping last quarter by $100M"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945486154998174200) 2025-07-16 14:10:19 UTC 71.9K followers, 10.5K engagements
"$GRRR IS NOW AN $NVDA SOLUTION PARTNER - Website"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943009734866645100) 2025-07-09 18:09:54 UTC 71.6K followers, 26.9K engagements
"OpenAI just clarified that these so-called OpenAI tokens are NOT equity in the co. They said they have no partnership with $HOOD werent involved and do not endorse this. Any transfer of actual OpenAI equity needs their approval and they did NOT approve anything"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940503155915346312) 2025-07-02 20:09:39 UTC 71.4K followers, 45K engagements
"Culper Research just released a negative report on $APP calling out undisclosed Chinese ownership questionable stock pledges and ties to CCP-linked individuals. They allege that Chinese national Hao Tang has held a significant stake in AppLovin through offshore entities despite CEO claims that Chinese investors were cleared out years ago. Culper also says AppLovin quietly signed deals in January with two Chinese AdTech firmsBlueFocus and eClickTechdespite publicly denying any operations in China. The firm believes these issues raise not just investor concerns but potential national security"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1933182399959179528) 2025-06-12 15:19:35 UTC 71.6K followers, 15.8K engagements
"TRUMP ADMIN PREPARES ACTION TARGETING CHIP PLANTS IN CHINA - WSJ The U.S. is considering revoking waivers that let Samsung SK Hynix and $TSM use U.S. tech in their Chinese chip plants without individual licenses. The move is part of a broader tech crackdown"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1936072793273274506) 2025-06-20 14:44:59 UTC 71.4K followers, 28.2K engagements
"$NVDA TO RESUME H20 CHIP SALES TO CHINA NVIDIA says it expects to restart H20 GPU shipments to China after the U.S. government assured licenses will be granted. CEO Jensen Huang met with President Trump and U.S. officials this month reaffirming support for U.S. AI leadership and job creation. Huang also unveiled a new fully compliant RTX PRO GPU for China and confirmed that the company is now filing applications to sell the H20 again. Huang called open-source AI a fundamental resource and said every civil model should run best on the U.S. technology stack"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945008046016749920) 2025-07-15 06:30:29 UTC 71.9K followers, 9006 engagements
"Approximately XX% of the S&P XXX $SPY companies' total revenue comes from outside the United States"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945167159556227564) 2025-07-15 17:02:44 UTC 71.9K followers, 7390 engagements
"BYTEDANCE DEVELOPING MIXED REALITY GOGGLES ByteDance is working on lightweight mixed reality goggles per The Information signaling its not done with AR/VR despite prior setbacks. The device part of a longer-term effort code-named Swan follows a similar path to $META's mixed reality push with Metas version expected in 2027. ByteDances Pico unit had previously pulled back after canceling its Pico X headset but this new move shows the company is staying in the game"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944798744865817061) 2025-07-14 16:38:48 UTC 71.9K followers, 18.2K engagements
"TRUMP SET TO SIGN ORDER OPENING UP 401(K)S TO PRIVATE MARKETS: WSJ The move would push the Labor Dept and SEC to guide employers on allowing private equity and credit in retirement plans. With $12.4T in defined- contribution assets firms like Blackstone and Apollo could tap into massive retail flows as pension money hits limits. Some companies already offer small allocations but legal risk over fees has kept most on the sidelines"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945245417748230434) 2025-07-15 22:13:43 UTC 71.9K followers, 27.2K engagements
"MERCK $MRK NEARS $10B DEAL FOR RESPIRATORY DRUGMAKER VERONA: FT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942859960255459373) 2025-07-09 08:14:45 UTC 71.8K followers, 9873 engagements
"MOBILEYE $MBLY PRELIM 2Q ADJ. REV. $502M TO $506M EST. $465.9M"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942678329259352165) 2025-07-08 20:13:01 UTC 71.5K followers, 12.7K engagements
"Autodesk $ADSK has reportedly walked away from a potential acquisition of $PTC according to Bloomberg. The cash-and-stock deal wouldve ranked among the years largest with PTC valued at $23.2B and Autodesk at $60B. In a new filing Autodesk didnt mention PTC by name but said it remains focused on organic growth smaller tuck-in deals and share buybacks"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944737168435314945) 2025-07-14 12:34:07 UTC 71.7K followers, 6654 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.06% 🟩 $DJI -XXXX% 🟥 $IWM +0.70% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942675309494690221) 2025-07-08 20:01:01 UTC 71.6K followers, 9999 engagements
"Trump asked GOP lawmakers if he should fire Fed Chair Jerome Powell sources say - CBS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945497597218828673) 2025-07-16 14:55:47 UTC 71.9K followers, 13.6K engagements
"$NVDA CEO: HUAWEI IS A VERY GREAT TECHNOLOGY COMPANY. I REALLY WANT TO BUY A XIAOMI CAR. THE OPENNESS OF DEEPSEEK MADE IT POSSIBLE FOR EVERY COUNTRY AND EVERY INDUSTRY TO ENGAGE WITH AI"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945394162809102500) 2025-07-16 08:04:46 UTC 71.9K followers, 9749 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.10% 🟩 $QQQ +0.19% 🟩 $DJI -XXXX% 🟥 $IWM +0.39% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942577177150775453) 2025-07-08 13:31:05 UTC 71.6K followers, 16.3K engagements
"An ITC judge just ruled that Insta360 infringed on GoPros $GPRO design patents for its HERO camera along with patents for its HyperSmooth video stabilization tech. GoPro said it welcomes fair competition but will protect its IP when needed. The final determination on all claims is expected by November 10"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943622130337472707) 2025-07-11 10:43:21 UTC 71.8K followers, 7784 engagements
"Citis Steven Zaccone is sticking with his Buy rating and $XXX price target on $BOOT Barn after the companys latest 8-K revealed strong sales momentum. Same-store sales are up +10.1% quarter-to-date through the first X weeks an acceleration from the +9% trend reported on May XX. Thats well ahead of BOOTs own 1Q guidance of +4.06.0% and Street consensus of +5.8%. Zaccone says this update supports his earlier view that FY26 guidance was significantly conservative and that the setup for a beat-and-raise in July is looking solid"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1929833116392403025) 2025-06-03 09:30:44 UTC 71.7K followers, 6069 engagements
"TD Cowen Upgrades $HII to Buy from Hold Sets PT at $XXX Analyst comments: "(1) Eventual margin upside is sizable Huntington Ingalls' (HII) shipbuilding margin troughed at XXX% in 2024 dragged by post-COVID struggles such as attrition low productivity and cost overruns on fixed-price contracts reminiscent of the post-Katrina nadir. Management asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a percentage of mix. This margin target is plausible perhaps by 2029 given HII's post-Katrina history (9% average over 2013-2020; XXXX% peak in 2016) the Navy's willingness to"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943245402184257705) 2025-07-10 09:46:22 UTC 71.8K followers, 5238 engagements
"TRUMP: XX% COPPER IMPORT TARIFF TO INCLUDE REFINED METAL"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943803647072076049) 2025-07-11 22:44:38 UTC 71.1K followers, 14.1K engagements
"STARBOARD BUILDS X% STAKE IN $TRIP Activist investor Starboard Value has taken a stake of over X% in Tripadvisor worth around $160M making it one of the companys top shareholders per WSJ. Tripadvisor shares are down XX% this past year to a $1.8B market cap after rejecting takeover offers as high as $30/share in early 2024. Starboards plans for TRIP remain unclear"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940671519409205478) 2025-07-03 07:18:40 UTC 71.1K followers, 9043 engagements
"LUTNICK: COPPER TARIFF TO BE PUT IN PLACE LATER JULY OR AUG 1"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942646695315267883) 2025-07-08 18:07:19 UTC 71.1K followers, 7587 engagements
"$NB Niobium is on the U.S. critical minerals list because the country imports almost XXX% of its supply. Its an essential metal used for lighter car bodies efficient turbines missile casings solid-state battery anodes and hypersonic systems. Right now Brazils CBMM controls about 75-80% of the worlds production from its Arax mine. The only other major producer is CMOCs Niobec mine in Qubec with China and a few African operations making up the rest"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943386153346044098) 2025-07-10 19:05:39 UTC 71.4K followers, 10.7K engagements
"$ETN TEAMS UP WITH $NVDA TO POWER AI DATA CENTERS: Eatons developing 800V HVDC power systems for NVIDIAs next-gen Rubin Ultra GPU racks aiming to handle 1MW+ setups. Its part of a push to modernize data center power infrastructure as global capex is expected to top $1T by 2029"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945089777990295964) 2025-07-15 11:55:15 UTC 71.9K followers, 8140 engagements
"$GEO shares are moving higher on retail volume after the Big Beautiful Bill was officially signed into law. Some reports suggest it includes around $145B for immigration and border enforcement with $45B allocated to build and operate immigrant detention facilities"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942170492653498540) 2025-07-07 10:35:03 UTC 71.3K followers, 6953 engagements
"White House Official on Firing Fed: The President asked lawmakers how they felt about firing the Fed Chair. They expressed approval for firing him. The President indicated he likely will soon. - CNBC"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945507649996648501) 2025-07-16 15:35:44 UTC 71.9K followers, 19.9K engagements
"U.S. online sales across all retailers hit $24.1B during the 4-day $AMZN Prime Day period ending July XX up XXXX% from the same stretch last year per Adobe. That beat the XXXX% growth estimate. Amazon says it was the biggest Prime Day run ever with strong demand for Alexa devices Ring doorbells and other house-brand products. Most shoppers stuck to essentialstwo-thirds of items sold were under $XX and the average household spent $XXX according to Numerator. Source: Adobe Numerator Amazon"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944718170818039917) 2025-07-14 11:18:37 UTC 71.9K followers, 98.1K engagements
"$TKO WWE is teaming up with Fanatics Betting and Gaming to launch exclusive WWE-themed online casino games in the U.S. rolling out in Michigan New Jersey Pennsylvania and West Virginia at the end of Julyjust in time for SummerSlam"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945162992175182269) 2025-07-15 16:46:11 UTC 71.9K followers, 6129 engagements
"NANCY PELOSI EXERCISES BROADCOM CALL OPTIONS Nancy Pelosi exercised 20000 call options on $AVGO with a strike price of $XX. These were purchased back on June XX 2024 and exercised on June XX 2025. The transaction value is reported between $X million and $X million"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943301563306369306) 2025-07-10 13:29:32 UTC 71.9K followers, 12.2K engagements
"UBS: TRUMP LIKELY TO "TACO" ON TARIFFS GOLD A HEDGE FOR POLICY RISK UBS sees Trumps XX% EU tariff threat as a tactic not a done dealexpecting a trade agreement or deadline extension before Aug X. Base case: U.S. effective tariff rate settles near XX% letting the S&P XXX continue rising. No major fallout expected with Mexico but UBS still recommends using market volatility to build equity exposure and buying gold as a hedge against lingering policy risk"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944877512263090346) 2025-07-14 21:51:47 UTC 71.9K followers, 11.9K engagements
"Citi Reiterates Buy Rating on $ANET Maintains PT at $XXX Analyst comments: "We are opening a positive catalyst watch on Arista as we believe shares will outperform with positive revisions to the companys 2H outlook. Arista is expected to provide September-quarter guidance and an updated FY25 outlook when the company reports June-quarter results. Specifically we anticipate an increase to the companys outlook for XX% topline growth year-over-year to drive upward revisions to 2H consensus for XX% topline growth year-over-year. We view resilient hyperscale data center capex spending and an"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944697412989460603) 2025-07-14 09:56:08 UTC 71.9K followers, 8875 engagements
"DOJ has reportedly closed its investigation into Polymarket marking a win for crypto-based prediction markets under President Trump. - Bloomberg"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945138913217011958) 2025-07-15 15:10:30 UTC 71.9K followers, 6416 engagements
"Wendys $WEN is expanding into Italy and Armenia with deals to open XXX new restaurants by 2035. The company plans XXX locations in Italy starting with two in Milan by mid-2026 and XX in Armenia with the first opening in Yerevan. Wendys aims to hit 2000 international units by 2028"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945077283800408448) 2025-07-15 11:05:36 UTC 71.9K followers, 6260 engagements
"Chicago Fed President Austan Goolsbee says Trumps latest tariffs including XX% on Canada and XX% on Brazil starting Aug X have clouded the inflation outlook making rate cuts harder to support. Inflation rose XXX% in May near the Feds X% goal but Goolsbee says tariffs are throwing more dirt back in the air"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943750544688132233) 2025-07-11 19:13:37 UTC 71.4K followers, 10.5K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.38% 🟩 $QQQ +0.40% 🟩 $DJI +0.38% 🟩 $IWM +0.49% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942939485349826748) 2025-07-09 13:30:46 UTC 71.6K followers, 17.1K engagements
"TRUMP ON TIKTOK SALE: We have a buyer a group of very wealthy people he told Fox News hinting names could be revealed in X weeks. Chinas approval needed. ByteDances divestment deadline is mid-September & markets still have no conviction on who the buyer will be"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939716438585225279) 2025-06-30 16:03:31 UTC 71.6K followers, 22.8K engagements
"$BAC Bank of America Q2'25 Earnings Highlights 🔹 Revenue: $26.5B (Est. $26.6B) 🟡; +4% YoY 🔹 EPS: $XXXX (Est. $0.85) 🟢; +7% YoY 🔹 NII: $14.67B (Est. $14.59B) 🟢; +7% YoY Guidance: 🔸 Expects to deliver operating leverage in H2 2025 🔸 Reaffirmed Q4 Net Interest Income outlook: $15.5B$15.7B Consumer Banking 🔹 Revenue: $10.8B; UP +6% YoY 🔹 Net Income: $3.0B 🔹 Average Loans: $319B; UP +2% YoY 🔹 Credit/Debit Card Spend: $244B; UP +4% YoY 🔹 Consumer Investment Assets: $540B; UP +13% YoY Global Wealth & Investment Management (GWIM) 🔹 Revenue: $5.94B (Est. $5.96B)🟡; UP +7% YoY 🔹 Net"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945436200560689398) 2025-07-16 10:51:49 UTC 71.9K followers, 9050 engagements
"$KVUE NAMES INTERIM CEO LAUNCHES STRATEGIC REVIEW Kenvue has named board member Kirk Perry as interim CEO replacing Thibaut Mongon who stepped down. The companys also kicking off a strategic review to boost shareholder value with Centerview and McKinsey advising. Preliminary Q2 results show net sales down X% organic sales off XXX% and adjusted EPS between $0.28$0.29. Full results are due August 7"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944710526321492325) 2025-07-14 10:48:15 UTC 71.6K followers, 8639 engagements
"Rubrik $RBRK is expanding its AWS support with new data protection for Amazon $AMZN DynamoDB and enhanced cyber resilience for RDS PostgreSQL. The update brings centralized backup management storage-efficient snapshots and immutable protection across regionsdesigned for cost-effective cloud resilience"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945095191347781780) 2025-07-15 12:16:46 UTC 71.9K followers, 8211 engagements
"$STZ BRANDS Q2 SALES DROP X% ON SOFTER DEMAND Constellation Brands reported profit of $516M down from $877M last year with EPS at $XXXX vs $XXXX. Adjusted EPS came in at $XXXX missing estimates. Net sales fell X% to $2.52B below expectations as beer sales dipped X% and wine & spirits plunged 28%. The company cut its FY EPS outlook to $12.07-$12.37 from $12.33-$12.63 citing weaker spending especially among Hispanic consumers. Beer sales are expected to be flat to up X% this year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940320113762476474) 2025-07-02 08:02:19 UTC 71.5K followers, 6956 engagements
"The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945174068258345304) 2025-07-15 17:30:12 UTC 71.9K followers, 17.1K engagements
"Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1933256878391505331) 2025-06-12 20:15:32 UTC 71.8K followers, 11.8K engagements
"Raymond James Upgrades $DASH to Strong Buy from Outperform Raises PT to $XXX from $215; 'Underpromise Over-Deliveroo' Analyst comments: "We upgrade DoorDash to Strong Buy following a bottom-up merger analysis and believe the synergy potential with Deliveroo (ROO) is underappreciated. RJ forecasts mid-teens EBITDA accretion in 2026 and high-teens in 2027 which lowers the 2027E EV/EBITDA multiple by X turns and equates to an EV/E/G multiple 1x. We see an attractive $XXX target price scenario ($350 bull) provided: 1) untapped ROO synergies 2) a seemingly growing emphasis on advertising (recent"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1937089790060769708) 2025-06-23 10:06:09 UTC 71.5K followers, 15.7K engagements
"Mark Zuckerberg says $META plans to invest hundreds of billions of dollars into compute to build superintelligence. Meta has the capital from our business to do investment & is focused on building the most elite & talent-dense team in the industry"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944775354239107311) 2025-07-14 15:05:51 UTC 71.9K followers, 13.5K engagements
"Today's Key Events (All EST) 07/16/2025 00:00: $NVDA CEO Huang Media Briefing (Tentative) 07:00: US MBA Mortgage Applications 08:00: Fed's Barkin 08:30: US PPI 09:15: US Industrial Production 09:15: Fed's Hammack 10:00: Fed's Barr 14:00: Fed's Beige Book 17:30: Fed's Williams Before Open 👇 01:00: $ASML 06:00: Commerce Bancshares $CBSH 06:00: M&T Bank $MTB 06:20: Johnson & Johnson $JNJ 06:30: PNC Financial Services $PNC 06:30: First Horizon $FHN 06:45: Bank of America $BAC 07:30: Goldman Sachs $GS 07:35: Morgan Stanley $MS 08:00: Prologis $PLD 08:20: Progressive $PGR After Hours 👇 04:00:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945352895026880764) 2025-07-16 05:20:47 UTC 71.9K followers, 12.3K engagements
"GRABAGUN: DONALD TRUMP JR TO JOIN BOARD RING NYSE OPENING BELL"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945205985959616787) 2025-07-15 19:37:01 UTC 71.9K followers, 18.8K engagements
"Morgan Stanley Raises $AMZN PT to $XXX (Street High) from $XXX - Overweight; Top Pick Analyst comments: "We raise our 2026/2027 EPS estimates by 9%/6% for lower tariffs with $X of 2026 EPS returning as our base case. Anthropic Azure's GenAI and non-GenAI strength as supply eased and our CIO survey give us more conviction in AWS acceleration ahead. We raise our price target to $XXX (35% upside) and set a $XXX bull case (60% upside). Amazon remains our top pick. The macro backdrop has significantly improved since mid-April when we published Amazon Inc: Analyzing X Factors of Uncertainty and"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943628652333441060) 2025-07-11 11:09:16 UTC 71.6K followers, 42.6K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.44% 🟩 $QQQ +0.72% 🟩 $DJI unch $IWM +0.35% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945113792695951818) 2025-07-15 13:30:41 UTC 71.9K followers, 19K engagements
"Transocean $RIG has secured $199M in new contracts and extensions boosting its backlog to $7.2B. Deals include work in Australia Norway Ivory Coast and Brazil with dayrates ranging from $361K to $540K. The company operates XX rigs focused on deepwater and harsh environment drilling"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945581468857897134) 2025-07-16 20:29:03 UTC 71.9K followers, 6091 engagements
"$PENN ENTERS DEAL WITH US EDUCATION DEPT ON TITLE IX RESOLUTION"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940142041679430104) 2025-07-01 20:14:43 UTC 71.6K followers, 9770 engagements
"Mizuho Upgrades $PLTR to Neutral from Underperform Raises PT to $XXX from $XXX Analyst comments: "PLTRs recent execution and momentum is stunning including material upward revisions across its commercial and government segments that we very much underestimated. We also believe PLTR has a legitimate chance to accelerate revenue growth for a 5th consecutive quarter when reporting 2Q results in early August. That said we are equally stunned by the multiple that PLTR has attained which places its valuation dramatically above anything else in software. While we continue to worry that the shares"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945416984516346047) 2025-07-16 09:35:27 UTC 71.9K followers, 10.7K engagements
"Standard Chartered becomes the first global bank to offer spot trading in Bitcoin and Ethereum to institutional clients through its UK branch. Clients can trade $BTC and $ETH via familiar FX interfaces with regulated settlement and access to Zodia custody"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945035710962024642) 2025-07-15 08:20:25 UTC 71.9K followers, 6470 engagements
"$UBS HIRES NEW AMERICAS M&A HEAD UBS has tapped Taylor Henricks from Morgan Stanley as its new Head of M&A for the Americas. Henricks who led tech M&A at Morgan Stanley will also head tech M&A at UBS. He starts in October based in Menlo Park"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940103114763522337) 2025-07-01 17:40:02 UTC 71.8K followers, 7973 engagements
"CITI ON CPI: 'SHOULD KEEP FED OFFICIALS CONFIDENTLY ON TRACK TO RESUME POLICY RATE REDUCTIONS IN SEPTEMBER' "Citis view Todays inflation report is the fourth consecutive softer monthly reading and should keep Fed officials confidently on track to resume policy rate reductions in September. Details have us tracking stronger XXXX% MoM core PCE but this reflects temporary strength in dental services and a rebound in portfolio management fees which should not be concerning to Fed officials after three sub-target monthly annualized readings." "We will have a better read on core PCE after the"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945127752786698276) 2025-07-15 14:26:09 UTC 71.9K followers, 27.9K engagements
"Tesla $TSLA just opened orders for the Model Y in India starting at $69700 for the RWD and $79000 for the LR RWDnearly double US pricing due to steep tariffs. Deliveries begin this quarter. FSD add-on costs another $7K"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945023660047147018) 2025-07-15 07:32:32 UTC 71.9K followers, 9676 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ unch $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944751416071077907) 2025-07-14 13:30:43 UTC 71.9K followers, 18.6K engagements
"$PSN SELECTED FOR DUBAI METRO BLUE LINE Parsons has been picked by Dubais Roads and Transport Authority as the project management consultant for the Dubai Metro Blue Line a five-year contract covering design review procurement construction supervision testing and handover. The Blue Line will run XX km with XX stations linking districts like Mirdif Dubai Silicon Oasis and Dubai Creek Harbour and is expected to handle up to 320000 passengers daily when it opens in 2029. This expands Parsons long-standing partnership with RTA after delivering major projects like the Red and Green Lines Route"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942525185074045013) 2025-07-08 10:04:29 UTC 71.4K followers, 6613 engagements
"Piper Sandler Downgrades $OSCR to Neutral from Overweight Lowers PT to $XX from $XX Analyst comments: "Our $XXXXX PT assigns an unchanged 15.0x multiple to CY27E EPS of $XXXX (previously CY26E) and discounts the result back one year at a XXXX% WACC. We remain comfortable with OSCR's CY25 guidance following a review of CY24 risk adjustment data; recent CNC and MOH announcements; and statutory filings from OSCR and competitors in key FL and GA markets. But we fear that solid CY25 execution is an insufficient catalyst to buoy the stock as time advances towards CY26. Risk-reward is softening in"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944709757325217816) 2025-07-14 10:45:11 UTC 71.8K followers, 17.1K engagements
"HEWLETT PACKARD ENTERPRISE $HPE IN COOPERATION PACT WITH ELLIOTT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945454289545245178) 2025-07-16 12:03:42 UTC 71.9K followers, 6629 engagements
"Broadcom $AVGO has pulled out of a proposed microchip plant in Spain after talks with the government fell apart per Europa Press. The deal was expected to be worth around $1B & was part of Spains push to grow its semiconductor industry using EU recovery funds"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944687246336233530) 2025-07-14 09:15:44 UTC 71.9K followers, 10.7K engagements
"Supermicro $SMCI begins shipping 4-socket X14 servers powered by Intel Xeon X delivering up to XX% more performance. Systems support XXX cores 16TB memory and up to X GPUstargeted at AI database and enterprise workloads. Certified for SAP HANA and Oracle"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945470431303242131) 2025-07-16 13:07:50 UTC 71.9K followers, 6959 engagements
"$GRRR LANDS $NVDA PARTNERSHIP REPORTS $5.6B PIPELINE Gorilla Technology just announced it has an active global pipeline worth $XXX billion across XX opportunities and is now an official NVIDIA solutions provider. It expects to close $XXX billion in contracts by mid-2026 with deals spanning 3-15 years. The company plans a big US expansion has $XXX million in cash and is eyeing a major AI firm acquisition this quarter"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943643288587911477) 2025-07-11 12:07:25 UTC 71.5K followers, 16.1K engagements
"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production."
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1863485879811252309) 2024-12-02 07:30:30 UTC 71.5K followers, 20.6K engagements
"Mizuho Downgrades $CRWV to Neutral from Outperform Raises PT to $XXX from $XX Analyst comments: "CRWV yesterday announced that it has agreed to acquire Core Scientific (CORZ not covered) for approximately $X billion in an all-stock transaction. We believe this reflects good value given CRWV's ability to verticalize the infrastructure supply chain while driving significant cost synergies and enabling more financing flexibility. But while we view the deal positively overall we more broadly assess the risk/reward for CRWV as balanced following a XXX% run since its IPO just X months ago (and"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942529826729886040) 2025-07-08 10:22:55 UTC 71.6K followers, 6223 engagements
"US TRADE BALANCE ACTUAL -71.5B (FORECAST -71B PREVIOUS -61.6B)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940750381228990644) 2025-07-03 12:32:02 UTC 71.5K followers, 8533 engagements
"JPMorgan Upgrades $BE to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "With fuel cells unexpectedly qualifying again for 48E tax credits as part of the OBBB we believe there is upside to consensus revenue and margin estimates beginning in FY26. As competing gas turbine pricing and lead times remain elevated we believe the tax credits for fuel cells can push hesitant BE customers over the finish line and expect order activity to increase accordingly. We also tactically expect BEs second quarter messaging to be relatively more upbeat than our coverage average given final"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942865891185787250) 2025-07-09 08:38:19 UTC 71.3K followers, 7004 engagements
"Raymond James Upgrades $USB to Strong Buy from Outperform Raises PT to $XX from $XX Analyst comments: "We are upgrading shares of U.S. Bancorp to Strong Buy from Outperform. We have increasing confidence that the bank will reach its targeted medium-term profitability metrics driven by 200+ basis points of positive operating leverage this year and 150+ basis points of positive operating leverage in 2026. We expect such profitability improvement to shift investor sentiment on this 'show me' story to the positive side. The Streets lack of confidence in the banks ability to reach medium-term"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942156922393919507) 2025-07-07 09:41:08 UTC 71.3K followers, 6418 engagements
"$NNE TAPS AECOM FOR UIUC PROJECT NANO Nuclear has brought on AECOM to support engineering and environmental work for its first KRONOS MMR microreactor at the University of Illinois Urbana-Champaign. The deal covers everything from site analysis to permitting as the company moves toward a construction permit application with the NRC. This marks a key step in deploying NANO's high-temp gas-cooled reactor tech. A successful install at UIUC would serve as a real-world demo and model for future rollouts"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944702252712907126) 2025-07-14 10:15:22 UTC 71.7K followers, 6533 engagements
"Ahead of $TSLA Model Y deliveries Tesla will install X charging stations each in Mumbai and Delhi and open a second store in the capital later this month. The company also plans to import from Berlin once the India-EU free trade agreement is signed"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945032011409678839) 2025-07-15 08:05:43 UTC 71.9K followers, 4637 engagements
"UBS started coverage on Frontier $ULCC at Neutral with a $X PT saying profits in 2H depend on strong 3Q RASM growth. JetBlue $JBLU was initiated at Sell with a $X PT due to downside risks despite possible 2Q beats. Alaska Air $ALK was started at Neutral with a $XX PT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942171073493258598) 2025-07-07 10:37:22 UTC 71.5K followers, 7054 engagements
"GOOGLE $GOOGL WILL INVEST $XX BILLION IN DATA CENTERS ACROSS PENNSYLVANIA AND NEIGHBORING STATES"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945069594680680581) 2025-07-15 10:35:03 UTC 71.9K followers, 17.3K engagements
"PULTE CLAIMS POWELL IS CONSIDERING RESIGNING: Bill Pulte chairman of Fannie Mae and Freddie Mac says hes encouraged by reports that Fed Chair Jerome Powell is considering resigning calling it the right decision for America and predicting the economy will boom"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943753658489090231) 2025-07-11 19:26:00 UTC 71.9K followers, 25.3K engagements
"Trump to the Department of Energy: Drill and I mean now"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1937143963078857208) 2025-06-23 13:41:25 UTC 71.6K followers, 9359 engagements
"$EOSE GETS DOE FUNDING BOOST Eos Energy just secured its second Department of Energy loan advance of $22.7M completing the first $90.9M tranche to expand U.S. zinc battery production. With rising demand from AI data centers and buy American storage markets Eos is scaling fast submitting a purchase order for its second state-of-the-art manufacturing line to back its X GWh in signed MOUs"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940141437234159897) 2025-07-01 20:12:19 UTC 71.5K followers, 20.6K engagements
"Trump on Scott Bessent as the next potenital Fed Chair:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945346004850823295) 2025-07-16 04:53:24 UTC 71.9K followers, 7515 engagements
"CANTOR FITZGERALD NEARS $4B SPAC DEAL WITH BITCOIN PIONEER: FT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945212215704817685) 2025-07-15 20:01:47 UTC 71.9K followers, 15.3K engagements
"Stifel Downgrades $CRWV to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "CoreWeave and Core Scientific (CORZ; covered by our KBW colleague Bill Papanastasiou) announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $XXXXX per diluted share funded via all stock through a XXXXXX fixed exchange ratio. The transaction size is to be determined at close but is estimated at approximately $X billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942529824133685339) 2025-07-08 10:22:55 UTC 71.5K followers, 9383 engagements
"FERRERO NEARS $3B DEAL FOR WK KELLOGG Ferrero the Italian maker of Nutella and Ferrero Rocher is close to buying $KLG for roughly $X billion per WSJ. The deal could be finalized this week. WK Kellogg known for Froot Loops Frosted Flakes and Rice Krispies has a market cap around $1.5B plus $500M in debt. Ferrero continues its US expansion after acquiring Nestls US chocolate unit and Wells Enterprises (Blue Bunny)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943041235297669451) 2025-07-09 20:15:05 UTC 71.8K followers, 7522 engagements
"Tradeweb $TW reported record June trading volume of $XX trillion with average daily volume up XX% YoY to $XXX trillion. Q2 total volume hit $XXXXX trillion up XX% YoY. Strength was broad with records in US Treasuries swaps high-yield credit munis European ETFs and repo"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942184925240729778) 2025-07-07 11:32:24 UTC 71.8K followers, 6746 engagements
"Stifel Raises $SBUX PT to $XXX from $XX Maintains Buy Rating Analyst comments: "With several reports indicating the company is in active talks with potential buyers of a stake in China we suspect management will provide an update on its progress in identifying potential partners and its assessment of the core strategic challenges in the market. To help investors prepare for this discussion we have prepared an overview of the current competitive landscape in China our assessment of Starbucks' market issues and potential financial scenarios for selling a stake in the business. Overall we remain"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943612079631425689) 2025-07-11 10:03:25 UTC 71.5K followers, 8087 engagements
"Shared this $BBWI idea with Discord members earlier last week. It worked out pretty well hitting the 200DMA which was our preferred target as mentioned"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940117985362153870) 2025-07-01 18:39:08 UTC 71.6K followers, 8910 engagements
"Stifel Downgrades $CRWV to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $XXXXX per diluted share funded via all stock through a XXXXXX fixed exchange ratio. The transaction size is to be determined at close but is estimated at approximately $X billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly XXX GW of gross power post-close and"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942489402254696520) 2025-07-08 07:42:17 UTC 71.6K followers, 7851 engagements
"$ADSK Autodesk Q1 Earnings Highlights 🔹 Revenue: $1.63B (Est. $1.61B) 🟢 🔹 Adjusted EPS: $XXXX (Est. $2.15) 🟢 FY Guidance (Raised): 🔹 Revenue: $6.925B$7.00B (Prev. $6.89B$6.96B; Est. $6.926B) 🟢 🔹 Adj EPS: $9.50$9.73 (Prev. $9.34$9.67; Est. $9.52) 🟢 Q2 Guidance: 🔹 Revenue: $1.72B$1.73B (Est. $1.70B) 🟢 🔹 Adjusted EPS: $2.44$2.48 (Est. $2.34) 🟢"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1925646497883848861) 2025-05-22 20:14:36 UTC 71.5K followers, 9563 engagements
"$JOBY Aviation has doubled production capacity at its Marina California facility expanding it to 435500 sq. ft. and preparing to produce up to XX aircraft per year. The site will support FAA certification pilot training and aircraft maintenance. Joby is also ramping up operations in Dayton Ohio aiming to build up to XXX aircraft annually. The company now has six certified aircraft in its fleet"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945111443797631461) 2025-07-15 13:21:21 UTC 71.9K followers, 10.7K engagements
"Get readyEarnings Season is here Ill be posting the cleanest fastest earnings highlights right here 👉 @wallstengine. Make sure youre followingand share with someone wholl find it useful. We kick things off tomorrow with: $JPM $BLK $C $WFC $JBHT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944867502070358356) 2025-07-14 21:12:01 UTC 71.8K followers, 7973 engagements
"TD Cowen Downgrades $LMT to Hold from Buy Sets PT at $XXX Analyst comments: "(1) F-35 overhangs may persist the plethora of F-35 overhangs may not clear this year. For example it is anticipated that Lockheed Martin will take until H1 2026 to fully implement its TR3 software upgrade to make F-35 aircraft combat capable which impacts cash collections. Moreover the FY26 Department of Defense (DoD) budget request pares the Air Force's expected F-35 purchase by XX aircraft and it is unknowable if Air Force F-35 purchases in future years (FY27+) will remain below previously expected levels. The DoD"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943245730506035652) 2025-07-10 09:47:40 UTC 71.4K followers, 5410 engagements
"Deutsche Bank sees about a 2pt hit to Q2 earnings growth from tariffs especially in autos and durables. This chart shows how bottom-up consensus has dropped following the tariff news and has stayed flat for 6+ weeks"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944691111681019977) 2025-07-14 09:31:06 UTC 71.7K followers, 6892 engagements
"TRUMP: US TO PAY NO TARIFFS IN INDONESIA; XX% TARIFF ON INDONESIA GOODS; WE WILL GET FULL ACCESS INTO INDONESIA"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945166041765830938) 2025-07-15 16:58:18 UTC 71.9K followers, 9555 engagements
"B. Riley on $FI: We believe FI is better positioned to monetize stablecoin adoption than most investors realize and Stablecoin players want to get into payments but companies like FI are already there"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942985579802824943) 2025-07-09 16:33:55 UTC 71.5K followers, 7087 engagements
"Barclays on $CRWV (EW PT $100): Vertical integration will strengthen CRWVs AI stack and save $500M annually by 2027. Analyst comments: "CoreWeave formally announced its intent to acquire Core Scientific $CORZ this morning in an all-stock transaction. We are constructive around the opportunity to vertically integrate data center operations and believe the deal will give CoreWeave ample visibility into future HPC data center buildouts. This morning CoreWeave announced its formal intent to acquire Core Scientific (CORZ not covered) after news outlets previously reported the two companies were in"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942267940361146424) 2025-07-07 17:02:17 UTC 71.6K followers, 8204 engagements
"Sequans $SQNS just bought another XXX bitcoin for $79M paying an average of $116K per coin. The chipmaker now holds 1053 BTC worth about $120M after adopting bitcoin as its primary treasury asset in June"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944699290431226292) 2025-07-14 10:03:36 UTC 71.8K followers, 6798 engagements
"Oppenheimer Initiates Coverage on $CRCL with Perform Rating Analyst comments: "Circle is the issuer of USDC the second-largest stablecoin globally with a market share of 24%. USDC is a tokenized US dollar running on the internet providing a faster cheaper global and more convenient way for trading payments remittance settlement and access to the US dollar. We have known the company for over four years not only because of our coverage of Coinbase but also due to our belief that stablecoin is a 'killer app' in blockchain. CRCL is a 'clean' way to get exposure to blockchain disruption in money"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939603303593324797) 2025-06-30 08:33:58 UTC 71.5K followers, 7461 engagements
"Evercore ISI Upgrades $DOCS to Outperform from In Line Raises PT to $XX from $XX Analyst comments: "Overall we see DOCS as prudently setting FY26 guidance in a conservative spot. We see the PoC/Formulary business as likely to grow at least mid-double digits (vs. XXX% in FY25) in FY26 to $140+ million supported by recent channel checks. This would allow the remaining Pharma business to grow X% and still hit the current midpoint of the companys current revenue guide of $619-631 million (assuming X% growth in health systems/hospital revenue). In addition we see Pharma revenue ($535 million in"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942891081332588932) 2025-07-09 10:18:25 UTC 71.4K followers, 8150 engagements
"US TREASURY SECRETARY BESSENT: I AM PART OF DECISION MAKING PROCESS ON FED CHAIR. FINAL FED CHAIR DECISION IS PRESIDENT TRUMP'S"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945080248581648735) 2025-07-15 11:17:23 UTC 71.9K followers, 7119 engagements
"The Trade Desk $TTD will be added to the S&P XXX before the open on Friday July XX replacing ANSYS $ANSS which is being acquired by Synopsys $SNPS. The ANSYS-Synopsys deal is expected to close July 17"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944873554966917246) 2025-07-14 21:36:04 UTC 71.9K followers, 11.2K engagements
"Piper Sandler Downgrades $CRWD to Neutral from Overweight PT $XXX Analyst comments: "We are lowering our rating on Crowdstrike as shares have encroached on our $XXX price objective (both base and bull cases) and we do not foresee a near-term scenario that would meaningfully increase numbers or our terminal multiple (already the highest across our coverage universe). With the recent run in CRWD up XX% in the past X months the enterprise value now exceeds $125B and shares have extended to over 21x our out-year revenue forecast and roughly 70x out-year free cash flow estimate. While our overall"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942122855254351956) 2025-07-07 07:25:46 UTC 71.4K followers, 7139 engagements
"Truist: $HIMS: Truist Card Data Trends Point to Revenues Likely In-Line to Slightly Below Cons in Q2 Analyst comments "In partnership with the Truist Securities' Data Science Team we conducted a refresh of Truist Card Data for Hims & Hers (HIMS Hold) and Roman Health Ventures (private) based on June 2025 data. Our analysis indicates HIMS' revenues likely to come in in-line to slightly below consensus. As we have noted in the past unless HIMS exits Q2 at a much higher run-rate relative to its guide or the recent acquisition/upcoming acquisitions contribute materially to revenues this year 2H"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942191945708638606) 2025-07-07 12:00:18 UTC 71.3K followers, 9022 engagements
"PENTAGON AWARDS AI CONTRACTS WORTH UP TO $200M TO xAI OPENAI OTHERS The Department of Defense is awarding contractseach with a ceiling of $200Mto OpenAI xAI Google and Anthropic to accelerate AI adoption across military and government systems per Bloombergs Jackie Davalos. The deals are part of a commercial-first approach allowing other federal agencies to tap into these tools through the GSA. xAI also announced Grok for Government a new suite tailored for public sector use. Source: Bloomberg / Jackie Davalos"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944810237434978802) 2025-07-14 17:24:28 UTC 71.9K followers, 17.1K engagements
"$ULTA Beauty is close to buying British high street chain Space NK for over XXX million ($408M) Sky News reports. The US cosmetics giant has registered an acquisition vehicle in recent weeks"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943248097204936840) 2025-07-10 09:57:04 UTC 71.8K followers, 5350 engagements
"APOLLO-BACKED LEGENDARY EYES $LION DEAL Legendary Entertainment backed by Apollo is weighing a takeover of Lionsgate Studios after its split from Starz Bloomberg reports. Talks so far have focused on co-producing a few films to test the partnership before any formal acquisition offer is made"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943762558424650109) 2025-07-11 20:01:21 UTC 71.5K followers, 10.9K engagements
"S&P XXX Closing Bell Heatmap (Jun XX 2025) $SPY +0.49% 🟩 $QQQ +0.65% 🟩 $DJI +0.63% 🟩 $IWM +0.16% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939776213817729306) 2025-06-30 20:01:03 UTC 71.6K followers, 13.2K engagements
"Jefferies Resumes Coverage on $FLUT with Buy Rating PT $XXX Analyst comments: "New estimates target three-year growth CAGRs for revenue and EBITDA of +17% and +31% not priced in to a 13x FY26E EV/EBITDA valuation. Attractions include macro insulation; simpler narrative; and catalysts such as US index additions ongoing buyback acquisition timing and integration and YourWay penetration. We take comfort from deep dives on 1) slowing US handle growth and 2) International market share." Analyst: James Wheatcroft0"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942516186844893531) 2025-07-08 09:28:43 UTC 71.5K followers, 6481 engagements
"$AMZN TURNS TO SPACEX FOR NEXT KUIPER LAUNCH SpaceX will launch XX of Amazons Kuiper satellites early Wednesday from Cape Canaveral. Thatll bring Kuipers total to XX still far behind Starlinks 8000. Despite being rivals Amazon signed a 3-launch deal with SpaceX after shareholder pressure in 2023. Kuiper needs half its constellation over 1600 satellites in orbit by July 2026 to meet FCC rules. Only ULA has been flying so far; Blue Origins next attempt is set for August XX. Source: TechCrunch"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945377855287824598) 2025-07-16 06:59:58 UTC 71.9K followers, 12.6K engagements
"Lululemon $LULU is suing Costco for allegedly selling knockoffs of its $100+ athleisure accusing it of trading on Lululemons reputation goodwill and sweat equity. The lawsuit highlights Costcos Kirkland hoodie selling for under $X vs. Lululemons $XXX Scuba hoodie"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940126770860359849) 2025-07-01 19:14:02 UTC 71.8K followers, 26.6K engagements
"TRUMP SAYS PHARMA TARIFFS COMING BY END OF MONTH Trump said tariffs on pharmaceuticals will start low giving drugmakers about a year to build U.S. production before raising them "very high." He added semiconductor tariffs could follow shortly after"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945373355126747371) 2025-07-16 06:42:05 UTC 71.9K followers, 11.4K engagements
"AUTODESK $ADSK IS SAID TO WEIGH ACQUISITION OF SOFTWARE FIRM PTC - BBG"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943037671405949282) 2025-07-09 20:00:55 UTC 71.5K followers, 6987 engagements
"US power grid reliability is facing major short-term risks due to the rapid growth of big data centers according to a rare warning from the North American Electric Reliability Corp. NERC says AI and crypto campuses are coming online faster than the grid infrastructure can handle causing instability and sudden power disruptions like the 1.5GW and 1.8GW outages in Virginia last year and this February. Outages that size are like suddenly flipping on a huge nuclear power plant without warning it throws the whole system off balance because theres way too much power being generated all at once."
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1933220501159358613) 2025-06-12 17:50:59 UTC 71.6K followers, 17.3K engagements
"WORST PUBLIC-ASSET DEAL EVER In 2008 Chicago took $1.157B upfront and handed 75yrs of parking-meter revenue to a Morgan Stanley-Allianz-Abu Dhabi fund. Meters now spit $161M/yr; investors have already grossed $X Billion$800M past breakevenwith XX yrs still to go"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942681270078824488) 2025-07-08 20:24:42 UTC 71.5K followers, 14.2K engagements
"$CLF Cleveland-Cliffs announced its acquisition of Stelco Holdings for an enterprise value of around $XXX billion. The deal includes C$60.00 in cash and XXXXX Cliffs shares per Stelco share totaling C$70.00"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1812799636265963942) 2024-07-15 10:41:28 UTC 71K followers, 2018 engagements
"$BROS Dutch Bros Q1'25 Earnings Highlights 🔹 Revenue: $355.2M (Est. $344.4M) 🟢; +29% YoY 🔹 Adj. EPS: $XXXX (Est. $0.11) 🟢 🔹 Oper. Income: $31.1M (Est. $26.8M) 🟢 🔹 Adj. EBITDA: $62.9M; +19.7% YoY FY25 Guide 🔹 Revenue: $1.555B$1.575B (Est. $1.584B) 🔴 🔹 Adj. EBITDA: $265M$275M 🟡 🔹 Same Shop Sales Growth: 2%4% 🔹 CapEx: $240M$260M 🔹 Shop Openings: At least XXX total system shops Q1 Same Shop Sales & Traffic 🔹 System Same Shop Sales: +4.7% YoY 🔹 System Transaction Growth: +1.3% YoY 🔹 Company-Operated Same Shop Sales: +6.9% YoY 🔹 Company-Operated Transaction Growth: +3.7% YoY Q1"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1920212251874844705) 2025-05-07 20:20:51 UTC 71.7K followers, 11K engagements
"BofA Downgrades $STLA to Neutral from Buy Lowers PT to XX from XX Analyst comments: "Stellantis share price has fallen by approximately XX% year-to-date and approximately XX% since the CMD in summer 2024 but we think it is too early for 'bottom-fishing'. We think the US will return to strength driven by some important model launches but we have some concerns over Europe where we consider the company is badly positioned on BEVs against rising competition. Furthermore we are missing a catalyst and fear weak H1 and H2 results. We downgrade from Buy to Neutral driven by significantly lower"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942124479918039062) 2025-07-07 07:32:13 UTC 71.4K followers, 6265 engagements
"$CAG Conagra Brands Q4 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.59) 🔴; -XXX% YoY 🔹 Revenue: $2.78B (Est. $2.85B) 🔴; -XXX% YoY 🔹 Gross Profit: $717M; -XXXX% YoY FY26 Guidance: 🔹 EPS: $XXXX - $XXXX (Est. $2.19) 🔴 🔹 Organic Net Sales Growth: (1)% to +1% 🔹 Adj. Operating Margin: XXXX% - XXXX% 🔹 Cost of Goods Sold Inflation: X% (includes X% from tariffs) 🔹 Free Cash Flow Conversion: XX% 🔹 CapEx: $450M 🔹 Adjusted Effective Tax Rate: XX% Segment Performance: Grocery & Snacks: 🔹 Net Sales: $1.2B; DOWN -XXX% YoY 🔸 Organic Net Sales: DOWN -XXX% YoY 🔸 Price/Mix: -XXX% Volume: -1.6%"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943273019352453393) 2025-07-10 11:36:06 UTC 71.9K followers, 6649 engagements
"$DJT TRUMP TO LAUNCH BRANDED CRYPTO WALLET AND TRADING APPLICATION ENCOURAGING HIS SUPPORTERS TO PURCHASE HIS MEMECOIN AND OTHER CRYPTO ASSETS - RTRS SOURCES"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1929942345904206224) 2025-06-03 16:44:46 UTC 71.1K followers, 45.8K engagements
"$FRT TEAMS UP WITH MERCEDES-BENZ FOR EV CHARGING Federal Realty is partnering with Mercedes-Benz High-Power Charging to roll out over XXX ultra-fast EV charging stalls at 50+ retail properties nationwide. The first XX locations will include up to XX stalls each with XXX kW speeds starting operations in 2026. CEO Don Wood called it a strategic move to enhance customer experience and property value"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942910499236274386) 2025-07-09 11:35:35 UTC 71.8K followers, 6434 engagements
"JPMORGAN $JPM TELLS FINTECHS THEY HAVE TO PAY UP FOR CUSTOMER DATA"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943735684138725792) 2025-07-11 18:14:34 UTC 71.5K followers, 32.6K engagements
"Rigetti $RGTI just hit XXXX% median two-qubit gate fidelity on a modular 36-qubit systemcutting its error rate in half vs. Ankaa-3. Built from X chiplets its a step toward launching a 100+ qubit system by year-end. Full launch set for August 15"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945449104840261792) 2025-07-16 11:43:05 UTC 71.9K followers, 10.3K engagements
"$HIMS PLANS CANADA EXPANSION IN 2026 Hims & Hers will launch its weight loss program in Canada next year coinciding with the first global availability of generic semaglutide. The company says generics will be significantly cheaper than branded versions costing over C$200/month"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942932316067942491) 2025-07-09 13:02:16 UTC 71.8K followers, 18.4K engagements
"$KLTO GETS FDA ORPHAN DRUG STATUS FOR ALS GENE THERAPY Klotho Neurosciences has secured FDA Orphan Drug Designation for its ALS gene therapy candidate KLTO-202. This gives KLTO tax credits waived FDA fees and X years of US market exclusivity. The therapy targets motor neuron damage by delivering secreted Klotho protein to blood brain and muscle. ALS affects fewer than 200000 people in the US with 5000 new cases each year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943246376436933063) 2025-07-10 09:50:14 UTC 71.5K followers, 5584 engagements
"$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1904845626577408297) 2025-03-26 10:39:22 UTC 71.6K followers, 7215 engagements
"PREDICTION MARKET KALSHI RAISES $185M SERIES C AT $2B VALUATION The round was led by Paradigm with Sequoia Multicoin Peng Zhao and others joining in. The CFTC-regulated platform plans to scale its tech and broker integrations after gaining legal approval to list election contracts. Notably over XX% of recent trading volume has come from sports markets"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1937964222543237191) 2025-06-25 20:00:50 UTC 71.6K followers, 6298 engagements
"SWISS NATIONAL BANK CUTS RATES TO X% Switzerlands central bank just slashed its policy rate by 25bps to zero as inflation slipped into negative territory in May (-0.1%). SNB now forecasts inflation at just XXX% this year rising slightly to XXX% in 2026 and XXX% in 2027assuming rates stay flat"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1935710121101054206) 2025-06-19 14:43:51 UTC 71.1K followers, 20.6K engagements
"$ELV Elevance Health Q4 '24 Earnings Highlights 🔹 Adjusted EPS: $XXXX (Est. $3.84) 🟡 🔹 Operating Revenue: $44.99B (Est. $44.84B) 🟢 🔹 Medical Membership: 45.7M (Est. 46.22M) 🔴 FY25 Guidance: 🔹 Adj EPS: $34.15-$34.85 (Est. $34.87) 🔴 Q4 Segments: Health Benefits: 🔹 Operating Revenue: $37.6B (UP +3% YoY) 🔹 Adjusted Operating Gain: $0.3B (DOWN from $0.8B YoY) Carelon (CarelonRx & Carelon Services): 🔹 Operating Revenue: $14.7B (UP +19% YoY) 🔹 Adjusted Operating Gain: $0.8B (UP +32% YoY) Operational Metrics: 🔹 Benefit Expense Ratio: XXXX% (UP XXX bps YoY) 🔹 Adjusted Operating Margin:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1882385690198958263) 2025-01-23 11:11:36 UTC 71.5K followers, 4996 engagements
"Raymond James Downgrades $OSCR to Market Perform from Outperform; says risk/reward more balanced after sharp rally Analyst comments: "We are downgrading OSCR to Market Perform following the XX% rally over the last week driven by some of the language changes to the ACA in the Senate reconciliation package and some meme stock fervor online. However we think the risk/reward is more balanced at this point and the policy and fundamental environment has gotten less constructive creating a tougher set up for the stock over the medium term. While we continue to view the OSCR management team as top"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1937454489864438012) 2025-06-24 10:15:21 UTC 71.5K followers, 16.8K engagements
"Key Companies/Stocks reporting earnings on Thursday: Before Open 👇 06:10 - Birkenstock Holding $BIRK 06:30 - Hormel Foods $HRL 06:45 - Foot Locker $FL 06:45 - Burlington Stores $BURL 06:45 - Build-A-Bear Workshop $BBW 06:45 - Caleres $CAL 06:55 - Dollar General $DG 07:00 - Canopy Growth $CGC 07:00 - Kohl's $KSS 07:00 - Best Buy $BBY 07:00 - SpartanNash $SPTN 08:00 - Cracker Barrel Old Country Store $CBRL B.O. - Maxeon Solar Technologies $MAXN After Close 👇 16:00 - NetApp $NTAP 16:00 - Phreesia $PHR 16:05 - $DELL 16:05 - Zscaler $ZS 16:05 - MongoDB $MDB 16:05 - Marvell Technology $MRVL 16:05"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1795890187198767406) 2024-05-29 18:49:21 UTC 71.5K followers, 3319 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.18% 🟩 $QQQ +0.36% 🟩 $DJI +0.20% 🟩 $IWM +0.69% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944849558397444479) 2025-07-14 20:00:42 UTC 71.9K followers, 12.3K engagements
"Microsoft $MSFT & Idaho National Lab are teaming up to use AI to speed up nuclear plant permitting tapping historical data to draft complex applications for human review"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945472166973280311) 2025-07-16 13:14:44 UTC 71.9K followers, 7434 engagements
"Hey @AskPolymarket which companys got the best AI model out there right now"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944843536031211672) 2025-07-14 19:36:47 UTC 71.9K followers, 10.3K engagements
"Northland initiated coverage on Nano Nuclear Energy $NNE and Centrus Energy $LEU with Outperform ratings and price targets of $XX and $XXX respectively. NuScale Power $SMR was started at Market Perform with a $XX target"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942187065321443559) 2025-07-07 11:40:55 UTC 71.6K followers, 7623 engagements
"Piper Sandler Downgrades $BBY to Neutral from Overweight Lowers PT to $XX from $XX Analyst comments: "We are downgrading Best Buy to Neutral and reducing our PT to $XX (11.5x FY27E EPS). Certainly we recognized BBY has underperformed YTD and both expectations and valuation are low. However we don't see any meaningful catalysts in the coming quarters to meaningfully accelerate comp/EPS growth. And we have longer-term competitor concerns around BBY's appliance (12% of sales) and TV (15%-20% of sales) categories. For our PT we are reducing our multiple assumption from 12x to 11.5x based on lower"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944664669937135861) 2025-07-14 07:46:02 UTC 71.6K followers, 5484 engagements
"Citi Maintains Buy Rating on $RKLB Raises PT to $XX from $XX Analyst comments: "Key Watch Items for the Quarter We are watching for progress/timing updates on Neutron incremental DoD announcements/opportunities and the ability for company to capture additional launch opportunities. Key Debates 1) Timing of Neutron development milestones; 2) Ability to move up-market in the Satellite Systems business; 3) Long-term capital intensity of the business given intention to provide undefined services from space; 4) Space Forces approach to SDAs Transport Layer which could lead to the cancellation of"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944738013856325752) 2025-07-14 12:37:28 UTC 71.9K followers, 8700 engagements
"$GOOGL Waymo just hit XXX million fully autonomous miles driven on public roads. $UBER"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945121768001192343) 2025-07-15 14:02:22 UTC 71.9K followers, 9011 engagements
"Needham Maintains Buy Rating on $UBER Raises PT to $XXX from $XXX Analyst comments: "We observed pricing moving slightly higher QoQ for UBER and LYFT. This coupled with healthy demand data points gives us greater confidence in our 2Q estimates but not enough to increase. LYFT's pricing advantage and Uber's wait time advantage are at recent highs. We are increasing our PT on UBER on a higher target multiple but a discount to where it trades now. Near term the multiple is likely dependent on the next AV headline (see tracker in Exhibit X below). UBER/LYFT launching with May Mobility this year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944722040914936090) 2025-07-14 11:34:00 UTC 71.9K followers, 13K engagements
"OpenAI is getting ready to take a cut from purchases made directly in ChatGPT per FT. The company plans to roll out integrated checkout in partnership with $SHOP Shopify aiming to monetize even free users. Brands would pay a commission on orders fulfilled through the platform"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945487227997544766) 2025-07-16 14:14:35 UTC 71.9K followers, 37.9K engagements
"$UNH SAYS NO EVIDENCE OF WRONGDOING UnitedHealth responded to the WSJ article saying a Special Master found no evidence they were overpaid or did anything wrong. They defended their Medicare Advantage business saying CMS audits show their coding is among the most accurate in the industry"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942923596168646687) 2025-07-09 12:27:37 UTC 71.9K followers, 51.2K engagements
"Starting Sept. XX Starbucks $SBUX will require corporate employees to be in the office X days a week up from three. Remote people managers will also need to relocate to Seattle or Toronto within XX months. The shift is part of the companys Back to Starbucks plan under CEO Brian Niccol whos leading a turnaround after five straight quarters of same-store sales declines. Starbucks is also offering a one-time voluntary exit package for employees who choose to leave. Source: Bloomberg"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944817081993847007) 2025-07-14 17:51:39 UTC 71.9K followers, 9428 engagements
"ELLIOTT MANAGEMENT BUILDS STAKE IN GLOBAL PAYMENTS $GPN IN WAKE OF WORLDPAY DEAL - FT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945213013285339445) 2025-07-15 20:04:57 UTC 71.9K followers, 10.2K engagements
"JUNE U.S. JOBS REPORT👇 NONFARM PAYROLLS +147K; (Est. +106K) UNEMPLOYMENT RATE 4.1%; (Est. 4.3%) AVG. HOURLY EARNINGS YoY 3.7%; (Est. 3.78%) AVG. HOURLY EARNINGS MoM 0.2%; (Est. 0.3%) US JOBLESS CLAIMS 233K; (EST. 240.5K) US CONTINUING CLAIMS 1.964M; (EST. 1.962M)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940750133328859573) 2025-07-03 12:31:03 UTC 71.7K followers, 60.4K engagements
"Roblox $RBLX is rolling out a new licensing platform with Netflix Lionsgate Sega and Kodansha as founding partners. The system will streamline how IP holders partner with creators on Roblox. The company aims for XX% of global gaming content revenue to run through its ecosystem. Source: Variety"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945161403893211419) 2025-07-15 16:39:52 UTC 71.9K followers, 8256 engagements
"Samsungs operating profit fell XX% to $3.3B in Q2 missing estimates for a XX% drop. Its their FIRST profit decline since 2023. Delays in getting Nvidia to certify Samsungs advanced AI memory chips (12-layer HBM3E) weighed on results as SK Hynix maintains its lead in high-bandwidth memory. Samsung plans to start mass production of next-gen HBM4 chips later this year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942362911869133220) 2025-07-07 23:19:40 UTC 71.5K followers, 9917 engagements
"PBOC VICE GOVERNOR: EXPECTS US-CHINA INTEREST RATE SPREAD TO NARROW"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944666528319971371) 2025-07-14 07:53:25 UTC 71.5K followers, 7071 engagements
"$UAL United Airlines Q2'25 Earnings Highlights 🔹 Revenue: $15.2B (Est. $15.33B) 🔴; UP +1.7% YoY 🔹 Adj EPS: $XXXX (Est. $3.84) 🟢 🔹 Passenger Revenue: $13.84B (Est. $13.92B) 🔴 Guidance 🔹 FY Adjusted EPS: $9.00$11.00 (Est. $9.92) 🟡 🔹 Q3 Adjusted EPS: $2.25$2.75 (Est. $2.65) 🟡 Segment / Operating Metrics 🔹 RPM: 70.09B (Est. 70.81B) 🔴 🔹 ASM: 84.35B (Est. 84.15B) 🟢 🔹 PRASM: 16.40; DOWN -XXX% YoY 🔹 Cost per ASM ex-Fuel (CASM ex-Fuel): 12.36; UP +2.1% YoY 🔹 Capacity: UP +5.9% YoY 🔹 TRASM: DOWN -XXX% YoY 🔹 CASM: UP +0.6% YoY 🔹 CAPEX: $1.29B 🔹 Cargo Revenue: UP +3.8% YoY 🔹 Premium"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945576109942477002) 2025-07-16 20:07:46 UTC 71.9K followers, 7079 engagements
"$GS Goldman Sachs Q2'25 Earnings Highlights 🔹 Revenue: $14.58B (Est. $13.53B) 🟢; UP +15% YoY 🔹 EPS: $XXXXX (Est. $9.77) 🟢; UP +27% YoY 🔹 Net Income: $3.72B (Est. $4.35B) 🔴; UP +22% YoY Global Banking & Markets 🔹 Segment Revenue: $10.12B; UP +24% YoY 🔹 Investment Banking Fees: $2.19B; UP +26% YoY - Advisory: $1.17B; UP +71% YoY - Equity Underwriting: $428M; FLAT YoY - Debt Underwriting: $589M; DOWN -X% YoY 🔹 FICC: $3.47B (Est. $3.26B) 🟢; UP +9% YoY - FICC Intermediation: $2.42B; UP +4% YoY - FICC Financing: $1.04B; UP +23% YoY 🔹 Equities: $4.30B (Est. $3.72B) 🟢; UP +36% YoY -"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945446735201120480) 2025-07-16 11:33:40 UTC 71.9K followers, 28.9K engagements
"FOMC MINUTES: Several participants said the Fed funds rate may not be far above its neutral rate. All participants viewed it as appropriate to maintain the Fed funds rate at the current target range"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943007631414825069) 2025-07-09 18:01:33 UTC 71.1K followers, 6914 engagements
"Today's Key Events (All EST) 07/03/2025 08:30: US Nonfarm Payrolls (Est. 106K) 08:30: US Unemployment Rate (Est. 4.3%) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 13:00: US Holiday (Early Close)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940665375055847609) 2025-07-03 06:54:15 UTC 71.5K followers, 13.6K engagements
"$ACN AND $MSFT BOOST CYBERSECURITY WITH AI AGENTS Accenture and Microsoft are teaming up to bring AI agent-powered security to customers. The partnership will focus on automating Security Operations Centers using Microsofts Sentinel and Defender tools alongside Accentures Adaptive MxDR. Accentures Damon McDougald says AI agents will work together to detect threats cut noise and spot patterns faster than legacy tools ever could. This expanded collaboration aims for real meaningful security improvements by combining Microsofts AI agents with Accentures deep industry expertise. Source: CRN"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943722969827786947) 2025-07-11 17:24:03 UTC 71.5K followers, 9769 engagements
"CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945150890396029355) 2025-07-15 15:58:06 UTC 71.9K followers, 11.3K engagements
"ServiceNow $NOW is nearing a deal to acquire AI assistant maker Moveworks for nearly $3B in what would be its largest acquisition to date Bloomberg. Moveworks backed by Kleiner Perkins and Bain Capital provides AI-powered employee assistants used by Unilever GitHub and Broadcom. The deal could be announced in the coming days but is not finalized. ServiceNow led by CEO Bill McDermott has been integrating generative AI across its products as it looks to drive adoption over immediate revenue gains"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1899011068254417206) 2025-03-10 08:14:55 UTC 71.4K followers, 8262 engagements
"$LVS and $WYNN both closed up nearly X% today marking their third best day of the year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940139742181654875) 2025-07-01 20:05:35 UTC 71.2K followers, 11.5K engagements
"Citigroup $C has poached X senior JPMorgan $JPM bankers Bloomberg reports. Aloke Gupte will become global co-head of equity capital while Alex Watkins takes on a new role as head of tech financing. Both previously led JPMs ECM business outside the US"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945494805334880353) 2025-07-16 14:44:41 UTC 71.9K followers, 6786 engagements
"New Trump Tariffs Rate Effective Aug 1: X. Brazil: XX% X. Myanmar: XX% X. Laos: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Canada: XX% X. Mexico: XX% XX. European Union: XX% XX. China: XX% XX. Algeria: XX% XX. Iraq: XX% XX. Libya: XX% XX. South Africa: XX% XX. Bosnia & Herzegovina: XX% XX. Sri Lanka: XX% XX. Indonesia: XX% XX. Brunei: XX% XX. Japan: XX% XX. South Korea: XX% XX. Malaysia: XX% XX. Moldova: XX% XX. Tunisia: XX% XX. Kazakhstan: XX% XX. Philippines: XX% XX. Vietnam: XX% XX. Russia: X% (as of now)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944060129806336460) 2025-07-12 15:43:48 UTC 71.9K followers, 33.6K engagements
"TRUMP TOUTS TRADE DEAL WITH INDONESIA ON TRUTH SOCIAL DETAILS TO FOLLOW"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945119094577185240) 2025-07-15 13:51:45 UTC 71.9K followers, 8474 engagements
"FLUTTER $FLUT IN ADVANCED TALKS FOR FURTHER X% FANDUEL STAKE FROM BOYD GAMING $BYD - SKY"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943374429830156508) 2025-07-10 18:19:04 UTC 71.6K followers, 6717 engagements
"Cantor Fitzgerald Maintains Neutral Rating on $GOOGL Raises PT to $XXX from $XXX Earnings Preview: "GOOGLs 2Q25E results should exceed street estimates on top-line and EPS driven by core search and YouTube businesses. Cloud revenue growth is likely to come near mid-20% y/y driven by growing contribution from AI inference demand. We believe GOOGL could deliver EBIT margin leverage from operational efficiencies in 2Q25E despite step-up in D&A infrastructure opex and compensation costs. On capex the company appears to be making steady progress on data center build-out plans but given the"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945441381142642800) 2025-07-16 11:12:24 UTC 71.9K followers, 7690 engagements
"Jefferies Initiates Coverage on $SNDK with Buy Rating PT $XX Analyst comments: "Initiating coverage on the SanDisk based on 8x C27 EPS of $XXXX. SNDK's spin-off from WDC has potential to unlock Shareholder value as updated technology road map should help facilitate eSSD market share gains. If content/unit trends sustain in the face of Tariffs we see upside to estimates with pricing data supporting HSD+ ASP increases in 2H25 yielding low-to-mid-teens growth." Analyst: Blayne Curtis"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942122477406343570) 2025-07-07 07:24:16 UTC 71.7K followers, 5538 engagements
"Today's Key Events (All EST) 05/05/2025 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 13:00: US 3-Year Note Auction Before Open 👇 06:00: CNA Financial $CNA 06:00: Henry Schein $HSIC 06:30: Zimmer Biomet $ZBH 06:30: Freshpet $FRPT 06:30: Recursion $RXRX 06:45: Foot Locker $FL 06:55: BioNTech $BNTX 07:00: TG Therapeutics $TGTX 07:30: Cummins $CMI 07:30: Tyson Foods $TSN 07:30: ON Semiconductor $ON After Hours 👇 16:00: Vertex Pharmaceuticals $VRTX 16:00: Diamondback Energy $FANG 16:05: Palantir $PLTR 16:05: Hims & Hers Health $HIMS 16:05: Ford $F 16:05: Realty Income $O 16:05:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1919292940926808088) 2025-05-05 07:27:50 UTC 71.5K followers, 16.5K engagements
"Trump says tariff letters for smaller countries coming soon Reuters: After locking in blanket tariff deals with over XX nations he says the rest will likely face a flat rate just over 10%. Letters expected to go out shortly"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945348800748642767) 2025-07-16 05:04:31 UTC 71.9K followers, 6663 engagements
"$REAX as a rate-cut growth playThe Real Brokerage is the only cloud-native U.S. residential brokerage compounding XX % inside a frozen housing market. Its probably on track for its first-ever GAAP breakeven next quarter while EBITDA operating cash-flow and free cash-flow are already positive. The Real Brokerage is a cloud-native real-estate platform that recruits agents onto a mobile workspace instead of renting storefronts. Agents pay the company XX % of every commission until they have remitted roughly $XX XXX for the year; after that they keep XXX % and Real collects a flat about-$225 fee"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943686760267231615) 2025-07-11 15:00:10 UTC 71.5K followers, 8137 engagements
"Cassava Sciences $SAVA just shared preclinical data showing its Alzheimers drug simufilam cut seizure frequency by XX% in a mouse model of TSC-related epilepsy. The company plans to start human trials in H1 2026. Importantly simufilam showed a strong safety profile in 2000 Alzheimers patients. TSC affects 50k people in the US with many patients resistant to current epilepsy treatments"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939641142934692320) 2025-06-30 11:04:19 UTC 71.4K followers, 8199 engagements
"Elon Musk responds to Wedbush analyst Dan Ives proposal to the $TSLA board members:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942615523558318086) 2025-07-08 16:03:27 UTC 71.8K followers, 117.6K engagements
"Medtronic $MDT is gaining after CMS published a proposed coverage decision for Renal Denervation (RDN) which Evercore ISI says is better than their base case. Analyst Vijay Kumar sees US RDN as a potential $5-10B market and expects MDT shares to pop over X% on this"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943433797342761436) 2025-07-10 22:14:59 UTC 71.4K followers, 7188 engagements
"DIAGEO $DEO PLANS TO REPLACE CHIEF EXECUTIVE DEBRA CREW: FT"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945436458350940614) 2025-07-16 10:52:50 UTC 71.9K followers, 6287 engagements
"TRUMP: THE STOCK MARKETS ARE NOW AT ALL TIME HIGH WE'RE GOING TO MAINTAIN IT BELIEVE ME"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1941252087872184587) 2025-07-04 21:45:39 UTC 71.9K followers, 278K engagements
"Today's Key Events (All EST) 02/13/2025 08:30: U.S. PPI / Core PPI 08:30: U.S. Initial Jobless Claims 13:00: U.S. 30-Year Bond Auction Before Open 👇 05:00: Sony $SONY 06:05: PG&E $PCG 06:20: GE HealthCare $GEHC 06:25: Deere & Company $DE 06:30: PBF Energy $PBF 06:30: Zebra $ZBRA 06:30: HERC Holdings $HWM 06:30: Molson Coors $TAP 06:35: Honda Motor $HMC 06:45: US Foods $USFD 06:55: American Electric Power $AEP 06:55: Penske Automotive $PAG 07:00: Datadog $DDOG 07:00: Crocs $CROX 07:00: CyberArk $CYBR 07:00: Duke Energy $DUK 07:00: SharkNinja $SN 07:00: Zoetis $ZTS 07:00: Moody's $MCO After"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1889937038473847067) 2025-02-13 07:17:57 UTC 71.8K followers, 11.7K engagements
"Trump says the U.S. has finalized a major trade deal with Indonesia giving American exporters full access to a market of XXX million people for the first time. Indonesia has agreed to buy $15B in U.S. energy $4.5B in ag products and XX Boeing $BA jetsmany of them 777s. Under the deal Indonesia will pay a XX% tariff on all exports to the U.S. while American goods will face zero tariffs or non-tariff barriers going the other way. Transshipped goods will face added tariffs"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945186885120483483) 2025-07-15 18:21:07 UTC 71.9K followers, 12.6K engagements
"NVIDIA $NVDA HAS OFFICIALLY BECOME THE FIRST COMPANY EVER TO HIT A $X TRILLION MARKET CAP 🥳"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942941827281342557) 2025-07-09 13:40:04 UTC 71.9K followers, 96.9K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942313065221087536) 2025-07-07 20:01:35 UTC 71.6K followers, 14.6K engagements
"$DAL Delta Air Lines Q2'25 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $2.05) 🟢; DOWN -XX% YoY 🔹 Revenue: $15.5B (Est. $15.42B) 🟢; UP +1% YoY 🔹 NI: $1.37B; -XX% YoY 🔹 OI: $2.05B; -XX% YoY FY25 Guidance (Restored): 🔹 EPS: $XXXX - $XXXX (Est. $5.39) 🟢 🔹 Free Cash Flow: $3B - $4B 🔹 Gross Leverage: 2.5x Q3 FY25 Guidance: 🔹 EPS: $XXXX - $XXXX 🔹 Revenue Growth: Flat to +4% YoY 🔹 Operating Margin: X% - XX% Operational Highlights: 🔹 TRASM: 19.97; DOWN -X% YoY 🔹 Non-fuel CASM: 13.49; UP +2.7% YoY 🔹 Adjusted Fuel Expense: $2.51B; DOWN -XX% YoY; Avg. Fuel Price: $2.26/gal (DOWN -XX% YoY)"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943257139499471166) 2025-07-10 10:33:00 UTC 71.8K followers, 11.5K engagements
"$NB is likely the only fully permitted U.S. project that can deliver niobium and the heavy rare earths (Dy/Tb) needed to complete $MP's and $USAR's magnet supply chain. It trades at a steep discountaround X % of after-tax NPVmainly because the $XXX billion cap-ex still has no locked-in financing. A single Title III grant or an EXIM Bank term sheet could spark a sharp re-rating. The CEO has more than XX years in the game and has raised over $X billion for previous projects"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943328762499863007) 2025-07-10 15:17:36 UTC 71.5K followers, 17.9K engagements
"US $AAPL iPhones using BOE displays could face an import ban after the ITCs preliminary ruling sided with Samsung in a trade secrets case. A final decision is due in November giving Trump the authority to approve any ban. - Apple insider"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945438364863459482) 2025-07-16 11:00:25 UTC 71.9K followers, 6675 engagements
"$ATAI LIFE SCIENCES and Beckley Psytech just reported strong Phase 2b results for their depression treatment BPL-003. Both 8mg and 12mg single doses showed statistically significant reductions in depressive symptoms compared to control with effects visible within a day and lasting up to X weeks. The 8mg dose will move to Phase X after consultation with the FDA. XX% of side effects were mild or moderate and most patients were ready for discharge within XX minutes suggesting potential use within existing in-clinic models like Spravato. This trial included XXX patients the largest controlled"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939988464919093350) 2025-07-01 10:04:27 UTC 71.7K followers, 9614 engagements
"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $FAST $FBK $SLP Tues: CPI + $JPM $C $BLK $WFC $BK $ERIC Wed: PPI + $JNJ $GS $BAC $MS $PNC $UAL $AA Thu: Jobless Claims + $PEP $GE $ABT $CTAS $USB $ELV $SNA $MMC $TRV $CFG Fri: $AXP $SCHW $MMM $SLB $ALLY $TFC $RF $HBAN $ALV"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944347888638886170) 2025-07-13 10:47:15 UTC 71.9K followers, 16.2K engagements
"Robloxs $RBLX game-buying frenzy is turning teens into millionaires. A 19-year-old just sold his Blue Lock: Rivals soccer game for over $3M after it hit 1M+ concurrent players generating $5M/month for Roblox. The top XX devs each made $36M in the past year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943689304707899594) 2025-07-11 15:10:16 UTC 71.5K followers, 14.4K engagements
"GameStop $GME just changed its NFT X handle to Push Start Arcade and updated its website with the message Something is coming. Looks like the companys teasing a new venturepossibly gaming-related"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945506310545719628) 2025-07-16 15:30:24 UTC 71.9K followers, 6212 engagements
"Morgan Stanley flags a slowdown in business momentum at $HIMS & Hers. June app downloads dropped X% y/y and XX% q/q falling to 185Kbelow pre-GLP-1 launch levels. Web traffic was up just X% y/y the weakest pace in over a year. While Hers now makes up XX% of downloads up from XX% a year ago overall engagement trends are soft. Mobile continues to dominate making up XX% of total traffic"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944725314648846817) 2025-07-14 11:47:00 UTC 71.8K followers, 5610 engagements
"CapitalOnes Connor Murphy downgraded both Atlassian $TEAM and GitLab $GTLB to Equal-weight from Overweight. TEAMs price target was cut to $XXX from $XXX and GTLBs to $XX from $54"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945420075395436972) 2025-07-16 09:47:44 UTC 71.9K followers, 6963 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.37% 🟩 $QQQ +0.56% 🟩 $DJI +0.18% 🟩 $IWM +0.38% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940765391783170076) 2025-07-03 13:31:41 UTC 71.6K followers, 6557 engagements
"ITALY ECONOMY MINISTER GIORGETTI: CONTAGION RISKS MUST BE TAKEN INTO ACCOUNT IN EVENT OF A CRISIS IN CRYPTOCURRENCIES"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943605204051509558) 2025-07-11 09:36:05 UTC 71.8K followers, 10.5K engagements
"Wells Fargo analyst Ken Gawrelski raised the price target on $UBER to $XXXXXX (from $100.00) while maintaining an Overweight rating"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942218055217758449) 2025-07-07 13:44:03 UTC 71.5K followers, 9697 engagements
"Tesla $TSLA just opened its first showroom in India in Mumbai. Heres the first look at it along with some clips"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945028235353530792) 2025-07-15 07:50:42 UTC 71.9K followers, 8445 engagements
"BYD PLANS TO TRIPLE SAUDI PRESENCE AFTER $TSLA'S ENTRY: The EV maker expects to sell over 5000 cars in Saudi Arabia this year and open X more showrooms by late 2026. EVs still make up just over X% of sales in the kingdom but Teslas arrival is helping drive awareness"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944672973866312145) 2025-07-14 08:19:01 UTC 71.7K followers, 6737 engagements
"$JPM JPMorgan Chase Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $43.86B) 🟢; DOWN -XX% YoY 🔹 EPS: $XXXX (Est. $4.48) 🟢; DOWN -XX% YoY 🔹 Net Income: $14.99B; DOWN -XX% YoY Segment Revenue: 🔹 FICC Sales & Trading: $5.69B (Est. $5.22B) 🟢;+14% YoY 🔹 Equities Sales & Trading: $3.25B (Est. $3.20B) 🟢;+15% YoY 🔹 Investment Banking: $2.68B (Est. $2.16B) 🟢;+7% YoY Other Metrics 🔹 Provision for credit losses: $2.85B (Est. $3.22B) 🟢; DOWN -X% YoY 🔹 ROE: XX% (Est. 15.1%) 🟢 🔹 Cash & due from banks: $23.76B (Est. $22.07B) 🟢 🔹 Standardized CET1 ratio: XX% (Est. 15.4%) 🔴 🔹 Net"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945070889701462296) 2025-07-15 10:40:12 UTC 71.9K followers, 14.3K engagements
"THE 2025 IPO MARKET SHOWS BIGGER IS BETTER: XXX US IPOs (mkt. cap. $50M+) up XX% YTD $CRCL (+500%) & $CRWV (+310%) - $45B+ cap X IPOs ($1B+ cap) doubled; X surged 500%+ - $DGNX +930% - $NNNN +630% Renaissance IPO ETF up XX% in Q2 erasing Q1 losses"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1941436906212085773) 2025-07-05 10:00:03 UTC 71.9K followers, 26.9K engagements
"$ACHR Archer Aviation Q1'25 Earnings Highlights 🔹 Revenue: Not specified (pre-revenue stage) 🔹 Net Loss: $(93.4)M improved from $(116.5)M YoY 🔹 Adj EBITDA: $(109.0)M widened from $(86.8)M YoY 🔹 Total Operating Expenses (GAAP): $144.0M flat YoY 🔹 Non-GAAP Operating Expenses: $113.1M +$24M YoY 🔹 Cash & Equivalents: $1.03B +$195.9M QoQ (record high) 🔹 Cash Burn (Ops + Investing): $(104.6)M 🔹 Shares Outstanding: 540.4M 🔹 EPS (GAAP): $(0.17) improved from $(0.36) YoY Strategic & Commercial Updates 🔸 UAE launch on track Midnight aircraft delivery expected in coming months; infrastructure"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1922021416289161689) 2025-05-12 20:09:49 UTC 71.5K followers, 9829 engagements
"Heres an early look at U.S. index futures as markets gear up for the start of earnings season while tariff talks heat up"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944519020704858198) 2025-07-13 22:07:16 UTC 71.9K followers, 14.2K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942214756556771523) 2025-07-07 13:30:57 UTC 71.6K followers, 22K engagements
"Honeywell $HON is exploring strategic options for its transportation and logistics units as it prepares for its planned three-way split into aerospace automation and advanced materials businesses by next year"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942554518190973322) 2025-07-08 12:01:02 UTC 71.4K followers, 7545 engagements
"$FAST Fastenal Q2'24 Earnings Highlights 🔹 EPS: $XXXX (Est. $0.51) 🟢; UP +4% YoY 🔹 Revenue: $1.89B (Est. $1.89B) 🟡; UP +1.9% YoY 🔹 Gross Margin: XXXX% (vs. XXXX% YoY) 🔹 Operating Income: $393.7M; UP +1.8% YoY 🔹 Operating Margin: XXXX% (vs. XXXX% YoY) Segment/Revenue Mix: 🔹 Fasteners: XXXX% of sales (DOWN from XXXX% YoY) 🔹 Safety Products: XXXX% of sales (vs. XXXX% YoY) 🔹 Other Products: XXXX% of sales (vs. XXXX% YoY) 🔹 Onsite Locations: 1916 active (+13.6% YoY) 🔹 eCommerce Sales: +19.1% YoY; now XXXX% of total sales 🔹 Daily Sales: +1.9% YoY Cost/OpEx Metrics: 🔹 Employee Count:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944717088675029124) 2025-07-14 11:14:19 UTC 71.9K followers, 7351 engagements
"$META TAKES $3.5B STAKE IN RAY-BAN MAKER Meta just bought nearly a X% stake in EssilorLuxottica the worlds largest eyewear company and owner of Ray-Ban and Oakley in a deal worth about $XXX billion. Bloomberg reports Meta could increase its stake to X% over time. This deepens their partnership as Meta ramps up its AI smart glasses push aiming to control hardware and distribution instead of relying on smartphones built by competitors. EssilorLuxottica gets a stronger foothold in tech if Metas AR bets pay off"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942659356845318370) 2025-07-08 18:57:38 UTC 71.8K followers, 36.8K engagements
"MOBILEYE OFFERING & REPURCHASE Intel is selling 45M $MBLY shares in a secondary offering with a 6.75M share option for underwriters. Mobileye will buy back $100M worth of shares alongside this. Intel also plans to convert 50M Class B shares into Class A increasing the float"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942676062879768700) 2025-07-08 20:04:01 UTC 71.8K followers, 24.7K engagements
"DA Davidson Raises $ULTA PT to $XXX from $XXX - Buy; 'the worst does appear to be behind us' Analyst comments: "We are once again refreshing our beauty product overlap study last published six months ago in January. This analysis looks at Ultas 'best sellers' comparing availability and price at Sephora Amazon Walmart and Target. The biggest takeaway is that Ulta seems to have more differentiation versus competitors than what we saw in January. This is consistent with our key positive investment theme that the competitive pressures to ULTA are subsiding. To be sure it remains a competitive"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942169366369558913) 2025-07-07 10:30:35 UTC 71.3K followers, 6830 engagements
"AMAZON $AMZN PRIME DAY SPENDING DOWN XX% IN EARLY HOURS FROM 2024 - BBG"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942597286351274484) 2025-07-08 14:50:59 UTC 71.1K followers, 29.1K engagements
"CRUISE: BERNSTEIN REITERATES LONG-TERM PREFERENCE FOR $RCL AMID ROBUST JULY PRICING TRENDS. "Our July cruise pricing data shows another month of robust cruise price growth. At Royal Caribbean (RCL) prices including the mix towards the new Star of the Seas and Celebrity Xcel ships were up XXX% continuing high single-digit year-over-year price growth from May and June. Like-for-like pricing was also strong up X% in July only a slight slowdown from May and June and a strong rebound from small 'Liberation Day' driven declines in April. European pricing was a bright spot up well into the double"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943273881034535203) 2025-07-10 11:39:32 UTC 71.8K followers, 7042 engagements
"$AMAT Applied Materials Q2 Earnings Highlights 🔹 Revenue: $7.10B (Est. $7.12B) 🔴; UP +7% YoY 🔹 Adj EPS: $XXXX (Est. $2.31) 🟢; UP +14% YoY 🔹 Adj Gross Margin: XXXX% (vs. XXXX% YoY) Q3'25 Guidance: 🔹 Revenue: $6.7B$7.7B (Midpoint Est. $7.2B) 🟡 🔹 Adjusted EPS: $2.15$2.55 (Est. $2.31) 🟡 🔹 Adjusted Gross Margin: XXXX% Segment Performance: Semiconductor Systems: 🔹 Revenue: $5.26B; UP from $4.90B YoY 🔹 Adj Operating Income: $1.91B (Margin: 36.4%) 🔸 Segment Mix: Foundry/Logic/Other: XX% DRAM: XX% Flash Memory: X% Applied Global Services: 🔹 Revenue: $1.57B; UP from $1.53B YoY 🔹 Adj"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1923107989344698617) 2025-05-15 20:07:28 UTC 71.5K followers, 12K engagements
"$ADBE Adobe Q2 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $4.98) 🟢 🔹 Revenue: $5.87B (Est. $5.80B) 🟢; UP +11% YoY 🔹 RPO: $19.69B Q3 Guidance: 🔹 Revenue: $5.875B$5.925B (Est. $5.877B) 🟡 🔹 Adjusted EPS: $5.15$5.20 (Est. $5.10) 🟢 FY Guidance (Raised): 🔹 Revenue: $23.5B$23.6B (Est. $23.455B) 🟢 🔹 Adjusted EPS: $20.50$20.70 (Est. $20.36) 🟢 🔹 Digital Media ARR Growth: +11% YoY Q3 Segment Performance: 🔹 Digital Media Revenue: $4.35B; UP +11% YoY 🔹 Digital Media ARR: $18.09B; UP +12.1% YoY 🔹 Digital Experience Revenue: $1.46B; UP +10% YoY 🔹 Digital Experience Subscription Revenue:"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1933255277455028375) 2025-06-12 20:09:10 UTC 71.6K followers, 15.2K engagements
"Molina Healthcare $MOH reported preliminary Q2 adjusted EPS of about $XXXX BELOW consensus of $XXXX citing medical cost pressures across all lines. It also cut full-year EPS guidance to $21.5022.50 from prior $XXXXX well below the $XXXXX consensus"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942172821901443514) 2025-07-07 10:44:19 UTC 71.6K followers, 10.2K engagements
"CHINA FOREIGN MINISTRY: CHINA AND EU PARLIAMENT HAVE DECIDED TO LIFT ALL RESTRICTIONS ON MUTUAL EXCHANGES"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945381899817324638) 2025-07-16 07:16:03 UTC 71.9K followers, 15.6K engagements
"Goldman Sachs Initiates Coverage on $WYNN with Buy Rating PT $XXX Analyst comments: "WYNN offers best-in-class assets with favorable demographic exposure and solid 2027 tailwinds. With the upcoming 2027 launch of Wynn Al Marjan we believe patient investors will be rewarded and view WYNN as the most catalyst-driven stock amongst our coverage with meaningful upside from here." Analyst: Lizzie Dove"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942159119588225343) 2025-07-07 09:49:52 UTC 71.8K followers, 6906 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI +0.91% 🟩 $IWM +1.03% 🟩"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940138692770975915) 2025-07-01 20:01:25 UTC 71.6K followers, 13.5K engagements
"House Republicans on the Financial Services Committee are scheduled to meet with Fed Chair Jerome Powell tonight from X to 7:30 p.m. per Politico"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945517914922406142) 2025-07-16 16:16:31 UTC 71.9K followers, 7167 engagements
"SPACEX invests $X billion into xAI nearly half of the startups recent $5B equity raise per WSJ. This marks SpaceXs first known stake in the Musk-backed AI startup and one of its biggest outside bets ever"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944167620087099418) 2025-07-12 22:50:56 UTC 71.2K followers, 13.5K engagements
"$DLTR ANNOUNCES $2.5B BUYBACK Dollar Tree just authorized a new $XXX billion share repurchase program matching its previous 2021 authorization. The company had $450M left from the prior program"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943041684285329423) 2025-07-09 20:16:52 UTC 71.6K followers, 8199 engagements
"Stifel on $PM (Buy; $XXX PT): 'We come away from the meetings with a positive bias toward PMI's developing multi-category approach' Analyst comments: "We attended Philip Morris Internationals Europe Focus Event last week including an update on the companys strategic priorities in Europe and major markets as well as a visit to the companys flagship smoke-free product manufacturing plant. Europe is a vital region for PMI we estimate the region will contribute roughly one-third of smoke-free growth through 2026 benefiting from momentum in IQOS and the developing multi-category strategy with VEEV"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1939650867776594244) 2025-06-30 11:42:58 UTC 71.5K followers, 7422 engagements
"Jersey Mikes is planning a $400M whole business securitization backed by franchise fees and U.S. trademarks according to people familiar with the deal. The move may help pay out Blackstone which acquired a majority stake in the chain earlier this year at an $8B valuation. The BBB-rated bonds follow an $850M securitization in December that helped fund the buyout. Same-store sales were up X% in Q1 and about XX% of locations are franchised"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944861658637340946) 2025-07-14 20:48:47 UTC 71.9K followers, 10.6K engagements
"$AMZN is launching an AI agent marketplace next week teaming up with Anthropic as a partner. The launch will happen at the AWS Summit in NYC on July XX. This new marketplace will let startups offer AI agents directly to AWS customers while enterprises can browse and install agents in one place. Its a big move for Anthropic which already has Amazons backing and hit $3B in annualized revenue in May"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943621285743034640) 2025-07-11 10:39:59 UTC 71.7K followers, 22.2K engagements
"Today's Key Events (All EST) 07/14/2025 08:30: Fed's Hammack Speaks on Fox Business Before Open 👇 06:50: Fastenal $FAST"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944654984051642695) 2025-07-14 07:07:32 UTC 71.8K followers, 6595 engagements
"Polymarket traders see a XX% chance that Bitcoin $BTC will reach $150K in 2025"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944667190692856220) 2025-07-14 07:56:03 UTC 71.9K followers, 22.5K engagements
"Guggenheim Downgrades $DDOG to Sell from Neutral Introduces PT $105; 'Due to Near-Term OpenAI Optimization Risk' Analyst comments: "Key Message: We are downgrading shares of Datadog ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates second-half risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942526667366318563) 2025-07-08 10:10:22 UTC 71.6K followers, 8806 engagements
"Cantor Fitzgerald Maintains Overweight Rating on $META Raises PT to $XXX from $XXX Earnings Preview: "We expect META to report 2Q25E results with a decent upside to consensus on revenues and EPS driven by outperformance in the core ads business as tariff-driven uncertainties moderated in May/June. The companys 3Q25E revenue guide should indicate stable y/y growth with little deceleration (around $47.5/$48B at the high-end). On FY outlook META is likely to reiterate its opex guidance but recent investments in AI talent (CFe $500M$1B in incremental annual opex) move the target above the low"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945441262947156232) 2025-07-16 11:11:56 UTC 71.9K followers, 7229 engagements
"$TDY Teledyne FLIR Defense says it fully supports the Pentagons new drone dominance directive. Its Black Hornet nano-drone featured in Secretary Hegseths announcement has been part of Army programs since 2018 with $300M+ in orders. The newest Black Hornet X just added to the Blue UAS list weighs only XX grams and flies up to X km for XX minutes. Teledyne has delivered over 33000 units worldwide"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943713002412478890) 2025-07-11 16:44:26 UTC 71.5K followers, 7327 engagements
"Raymond James Reiterates Market Perform on $NKE; says worst of sales declines has likely passed but challenges remain Analyst comments: "We preview F4Q25 earnings FY26 expectations and review channel checks. We see NIKEs F4Q being 'less bad' than expected. We lower FY26 EPS estimates on the negative impact of tariffs (estimated XXX bp gross margin unmitigated headwind) but raise revenue estimates on FX (now XXX% benefit to FY26 revenue growth vs. estimated flat after F3Q results). We maintain our Market Perform as we seek better risk/reward as the bar isnt that low (P/E 25x; 5-year average"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1937092528232443974) 2025-06-23 10:17:02 UTC 71.5K followers, 7710 engagements
"Venture Global $VG has started producing liquefied natural gas from Phase X of its Plaquemines export plant in Louisiana according to Reuters. The company has already been exporting from Phase X but Phase X production now gives VG access to higher spot market pricing for the next two years"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944802535245799603) 2025-07-14 16:53:51 UTC 71.8K followers, 8252 engagements
"COINBASE $COIN CEO SAYS PARTNERED WITH PERPLEXITY AI"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943301086544298177) 2025-07-10 13:27:38 UTC 71.8K followers, 30.6K engagements
"$JPM SEES FY NET INTEREST INCOME ABOUT $95.5B SAW ABOUT $94.5B"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945071419542339929) 2025-07-15 10:42:18 UTC 71.9K followers, 4783 engagements
"$CNC WITHDRAWS 2025 GUIDANCE AFTER MARKETPLACE SHOCK Centene just pulled its 2025 earnings guidance after new data showed much higher morbidity and lower growth in its Marketplace business than expected slashing net risk adjustment revenue by $1.8B with a $XXXX EPS hit. Medicaid costs are also rising especially in behavioral health home health and high-cost drugs in states like NY and FL. CNC plans corrective pricing for 2026 and will share more in its Q2 results on July XX. Oscar Health $OSCR is sliding too given its high ACA exchange exposure along with other Insurance stocks like $HUM $CI"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1940153773848219982) 2025-07-01 21:01:20 UTC 71.5K followers, 39.6K engagements
"VALARIS $VAL just locked in two major drillship contracts with Anadarko (Occidental) in the Gulf adding about $XXX million to its backlog. One is a 940-day extension starting June 2026 for DS-16 and the other is a new 914-day contract for DS-18 starting late 2026"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1942121849162534963) 2025-07-07 07:21:46 UTC 71.6K followers, 5996 engagements
"POWELL CALLS FOR IG REVIEW OF $2.5B FED HQ RENOVATION Fed Chair Jerome Powell has asked the central banks inspector general to review its $2.5B headquarters renovation amid growing pressure from Trump and his allies. The projectfocused on two historic buildingshas become a flashpoint as Trump pushes for Powells removal over rate policy. The review comes as the White House questions whether parts of the overhaul violated design rules. Powell is seeking a fresh look from the IG even as the Fed maintains it followed all legal guidelines and doesnt need further NCPC approval. Source: Axios"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944735473894883444) 2025-07-14 12:27:23 UTC 71.7K followers, 7949 engagements
"UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY XX 2025 Mon: $MNDY $HTZ $PLUG $ZI $ACHR $ASTS Tues: CPI + $JD $UA $ONON $SE $OKLO $LUNR Wed: $GLBE $CSCO $RCAT $DLO Thu: PPI + Fed Powell + $WMT $BABA $DE $AMAT $CAVA $TTWO Fri: No Major Earnings"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1921199966518759593) 2025-05-10 13:45:40 UTC 71.9K followers, 23.5K engagements
"Just a heads up: theres been no official PR or statement from either of these companies $GRRR or $NVDA"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943010763318464529) 2025-07-09 18:14:00 UTC 71.5K followers, 11.2K engagements
"Citi Reiterates Buy Rating on $FTAI PT $XXX Analyst comments: "Fortress Aviation (FTAI) expressed optimism about global engine module growth their development of the aircraft leasing partnership and the growing potential for authorities to grant the final green light on Parts Manufacturer Approval (PMA) for CFM56 engine modules. Citi reiterates its Buy rating on FTAI and opens a positive 90-day catalyst watch on the shares. Direction: Upside Duration: Within XX Days (expires XX Oct 2025) Catalyst: Special situations Over the next three months we expect FTAI to announce its final PMA approval"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1943247432760070244) 2025-07-10 09:54:26 UTC 71.1K followers, 5792 engagements
"WHITE HOUSE OFFICIAL: TRUMP MEANS HE WILL IMPOSE XXX% TARIFFS ON RUSSIA SECONDARY SANCTIONS ON OTHER COUNTRIES THAT BUY OIL FROM RUSSIA IF A DEAL ISN'T STRUCK IN XX DAYS"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1944784184494670316) 2025-07-14 15:40:56 UTC 71.9K followers, 12.1K engagements
"$RIVN and $GOOGL are teaming up to launch Rivian Navigation with Google Maps giving Rivian drivers a custom-built system powered by Google Maps tech. It keeps Rivians EV-focused features like charging stop planning while adding Googles routing traffic and place info"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1945143668882501643) 2025-07-15 15:29:24 UTC 71.9K followers, 11.3K engagements
"$LULU Lululemon Athletica Q1 Earnings Highlights 🔹 Revenue: $2.4B (Est. $2.36B) 🟢; UP +7% YoY (or +8% on cc) 🔹 EPS: $XXXX (Est. $2.58) 🟢 🔹 Comparable Sales: UP +1% FY Guidance 🔹 Revenue: $11.15B$11.3B (Est. $11.24B) 🔴 🔹 EPS: $14.58$14.78 (Est. $14.94) 🔴 🔸 Full-year revenue growth expected +5% to +7% or +7% to +8% excluding 53rd week effect 🔸 Guidance excludes any impact from future share repurchases 🔸 Forecasts based on managements expectations; excludes macro and tariff uncertainties Q2 Guidance 🔹 Revenue: $2.535B$2.56B (Est. $2.57B) 🔴 🔹 EPS: $2.85$2.90 (Est. $3.32) 🔴 🔸"
 [@wallstengine](/creator/x/wallstengine) on [X](/post/tweet/1930719208645730549) 2025-06-05 20:11:45 UTC 71.3K followers, 8770 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@wallstengine Wall St Engine
The US Federal Reserve has adjusted its economic outlook, lowering 2025 GDP growth to XXX% and raising inflation expectations. Meanwhile, geopolitical tensions are escalating, with President Trump commenting on potential strikes on Iran and the US stock market preparing for a significant options expiration event. Several major companies, including Gilead, Innoviz Technologies, and Tesla, have made notable announcements, while others, such as Starbucks and Meta, have made moves in their respective industries.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +7.30%
- X Month XXXXXXXXXX +30%
- X Months XXXXXXXXXX +270%
- X Year XXXXXXXXXX +823%
Mentions: XXX #
- X Week XXX +6.60%
- X Month XXXXX +67%
- X Months XXXXX +88%
- X Year XXXXX +156%
Followers: XXXXXX #
- X Week XXXXXX +2.10%
- X Month XXXXXX +7.10%
- X Months XXXXXX +129%
- X Year XXXXXX +414%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #690 finance #428 technology brands #2459 countries #6181 cryptocurrencies #1139 automotive brands #1841 fashion brands XXXX% social networks XXXX% travel destinations XXX% celebrities XXX%
Social topic influence spy #136, $spy #34, tariffs #234, fed #70, dji #69, $iwm #3, $dji #2, $qqq #16, china #566, $nvda #87
Top accounts mentioned or mentioned by @007ofwallst @joinyellowbrick @options_222 @anchorthemarket @zastocks @edgeful @tebbsmichael @askpolymarket @luke__stan @next100baggers @alerts_bullish @1991wolfpack @josericaurtej @debraak @bambossie81 @littl_mama11 @itsamekaaay @accrued_int @ramongo62661955 @retiredlifenc
Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Doge Jones Industrial Average (DJI) NVIDIA Corp. (NVDA) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) JPMorgan Chase (JPM) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Tesla, Inc. (TSLA) CoreWeave, Inc. (CRWV) Microsoft Corp. (MSFT) Metadium (META) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) Bitcoin (BTC) Applied Materials, Inc. (AMAT) Mobileye Global Inc. Class A Common Stock (MBLY) Wells Fargo & Co (WFC) BlackCoin (BLK) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) Core Scientific, Inc. Common Stock (CORZ) Wynn Resorts, Limited (WYNN) First Solar, Inc. (FSLR) Coinbase Global, Inc. (COIN) Robinhood Markets, Inc. (HOOD) Synopsys, Inc. (SNPS) Broadcom, Inc. (AVGO) Sandisk Corporation Common Stock (SNDK) Datadog Inc (DDOG)
Top Social Posts #
Top posts by engagements in the last XX hours
"Citi Downgrades $WYNN to Neutral from Buy Raises PT to $XXX from $XXX Analyst comments: "On our estimates Macaus X% GGR growth in 2Q25 could translate into X% year-over-year industry EBITDA growth. We believe the lower industry EBITDA growth versus GGR has more to do with an unfavorable revenue mix (as well-publicized concerts appealed to not only Premium Mass players but also direct VIP players). Greater-than-expected VIP growth will likely drive industry EBITDA margin down by approximately XX basis points. That said we are encouraged to see Macau generating positive growth in both GGR and"
@wallstengine on X 2025-07-09 09:49:04 UTC 71.8K followers, 7063 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-11 13:30:34 UTC 71.5K followers, 6915 engagements
"Bytedance says the recently posted story about TikTok prepping a separate US app with its own algorithm and codebase is factually INACCURATE" @wallstengine on X 2025-07-09 18:53:42 UTC 71.6K followers, 8159 engagements
"Google $GOOGL plans to offer steep cloud discounts to US federal agencies similar to Oracles recent XX% cut as Trump pushes for lower federal spending. FT reports Microsoft $MSFT and Amazon $AMZN may follow with their own discounts soon" @wallstengine on X 2025-07-11 08:32:42 UTC 71.3K followers, 10.8K engagements
"$JBHT J.B. Hunt Q225 Earnings Highlights 🔹 Revenue: $2.93B (Est. $2.92B) 🟢; FLAT YoY 🔹 EPS: $XXXX (Est. $1.30) 🟢; FLAT YoY 🔹 Net Income: $128.6M; DOWN -X% YoY 🔹 Operating Income: $197.3M; DOWN -X% YoY Segment Revenue 🔹 Intermodal (JBI): $1.44B (Est. $1.44B) 🟡; UP +2% YoY 🔹 Dedicated Contract Services (DCS): $847M (Est. $842.1M) 🟢; FLAT YoY 🔹 Integrated Capacity Solutions (ICS): $260M; DOWN -X% YoY 🔹 Final Mile Services (FMS): $211M; DOWN -XX% YoY 🔹 Truckload (JBT): $177M; UP +5% YoY Segment Operating Income 🔹 Intermodal (JBI): $95.7M; DOWN -X% YoY 🔹 Dedicated (DCS): $93.7M;" @wallstengine on X 2025-07-15 20:09:11 UTC 71.9K followers, 10.3K engagements
"HERE'S WHAT ANALYSTS HAVE TO SAY AFTER $NVDA EARNINGS: BofA Securities (Buy PT: $180) "Three major takeaways from the Q1 call: 1) China derisked with $15bn in 1H sales of H20 product now already in the model 2) Blackwell racks in full production with every large hyperscaler now ramping close to 1K racks/week 13K racks/quarter or $30bn+/q at $2.5mn+ rack ASP (or $100bn+ across the top few hyperscalers though NVDA didnt quantify further) and 3) NVDA confident in GM recovery back to mid-70s % sometime later in the year another sign of improving demand and rack-scale execution. Networking also" @wallstengine on X 2025-05-29 10:04:57 UTC 71.5K followers, 31.4K engagements
"The U.S. Commerce Dept. has opened national security investigations into drone imports and polysilicon a key solar input under Section XXX per Bloomberg. If deemed a threat Trump could impose new tariffs adding to his escalating trade agenda. The probes started July X and could take up to XXX days for a ruling. $AVAV $KTOS $RCAT $FSLR $DQ" @wallstengine on X 2025-07-15 07:18:55 UTC 71.8K followers, 6244 engagements
"An attempted Powell firing would be institutionally explosive but operationally slow. The most durable impacts: higher long-end yields steeper curve wider FX & rate vol and a risk premium overlay on U.S. assets until independence is re-affirmed (by courts Senate confirmation of a credible successor or a Presidential back-down)" @wallstengine on X 2025-07-16 17:11:39 UTC 71.9K followers, 2277 engagements
"Goldman Sachs Initiates Coverage on $CROX with Sell Rating PT $XX Analyst comments: "We believe the Crocs business is well-positioned long term with the company differentiated in its creative and innovative approach to product and marketing. We are also constructive on the company's product category (sandals and Jibbitz) and international expansion strategies and management's demonstrated ability to execute against a variety of macro backdrops following several years of differentiated brand management. Net these drivers have yielded strong margins and a differentiated free cash flow profile." @wallstengine on X 2025-07-02 08:29:26 UTC 71.8K followers, 7643 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.59% 🟩 $QQQ +0.72% 🟩 $DJI +0.50% 🟩 $IWM +1.08% 🟩" @wallstengine on X 2025-07-09 20:00:54 UTC 71.6K followers, 11.8K engagements
"JPMorgan $JPM is set to charge fintechs hundreds of millions in fees for access to bank account data Bloomberg reports. Pricing sheets were sent to data aggregators like Plaid with higher fees for payments-focused firms. Until now platforms like Venmo Coinbase and Robinhood accessed this data for free. The fees expected later this year could reshape the fintech model if the Biden-era open banking rule is overturned" @wallstengine on X 2025-07-11 18:46:48 UTC 71.5K followers, 13.6K engagements
"Piper Sandler Downgrades $SOUN to Neutral from Overweight PT $XX Analyst comments: "While we initiated a few months ago and our thesis points are generally still intact for this 'Main Street' vs. 'Institutional' name there are a few things that have changed for us: 1) The 2H25 setup embeds decent execution across the three pillars but inputs leave near-term concerns that deals may get pushed into 2026; 2) SoundHound is trying to achieve profitability while investing in Amelia's success. It's hard to do both. Even if Amelia is successful this carries higher earn-outs / dilution; 3) If this" @wallstengine on X 2025-07-14 07:41:56 UTC 71.9K followers, 7593 engagements
"NVIDIA $NVDA CEO JENSEN HUANG will hold a media briefing in Beijing on July XX his second trip to China this year. - Reuters" @wallstengine on X 2025-07-13 11:37:07 UTC 71.8K followers, 20.3K engagements
"Faraday Future $FFAI says its FX Super One global launch is set for July XX in LA. The company signed a 100-unit deposit deal with Ariana Motors in Vegas bringing total B2B deposits to 4100. Faraday also joined the Russell 3000 Index this week" @wallstengine on X 2025-07-07 08:13:56 UTC 71.3K followers, 7334 engagements
"Brazil plans to ask the U.S. to reduce tariffs to XX% and could also request a 90-day postponement on upcoming tariff hikes according to CNN. The country may also push for special terms on key agricultural exports like coffee and oranges as part of the talks" @wallstengine on X 2025-07-14 13:19:34 UTC 71.9K followers, 8835 engagements
"GOLDMAN SACHS SEMI COVERAGE: BUY $NVDA PT $XXX $ADI PT $XXX $NXPI PT $XXX $MCHP PT $XX $TXN PT $XXX $SNPS PT $XXX $CDNS PT $XXX $AVGO PT $XXX $AMAT PT $XXX $LRCX PT $XXX $STX PT $XXX $SNDK PT $XX NEUTRAL $AMD PT $XXX $ARM PT $XXX $MRVL PT $XX $QRVO PT $XX $ON PT $XX $AMKR PT $XX $GFS PT $XX $WDC PT $XX $MU PT $XXX $ENTG PT $XX $KLAC PT $XXX SELL $SWKS PT $XX $MKSI PT $XX $TER PT $80" @wallstengine on X 2025-07-10 09:22:30 UTC 71.9K followers, 15.3K engagements
"Exxon Mobil $XOM says lower oil and gas prices will cut earnings by $1.5B this quarter. Shares are down as the energy sector faces a rough Q2" @wallstengine on X 2025-07-08 11:29:54 UTC 71.8K followers, 8765 engagements
"JPMORGAN COMMENTS ON $PLUG POWER: "PLUG - US Hydrogen Policy Update: Plug Powers management team held a conference call to discuss the implications of the OBBB for its hydrogen roadmap. The policy clarity should remove an overhang for the broader hydrogen complex which has been stalled for the past few years on changing guidelines. We could see some green hydrogen projects in the US progress to FID (potentially GWs of opportunity) that would have otherwise been canceled without the credit given significantly higher production costs than blue/grey hydrogen. Plug expects to receive credits for" @wallstengine on X 2025-07-14 12:25:21 UTC 71.9K followers, 8033 engagements
"ANT GROUP TO ADD $CRCL'S USDC STABLECOIN Jack Mas Ant Group is teaming up with Circle to bring USDC to its global blockchain platform. Ant International plans to integrate USDC once its fully compliant in the US. This move comes as stablecoins gain traction after the Senate passed crypto rules in June. Ant processed over $1T in global transactions last year with a third on blockchain. Source: Bloomberg" @wallstengine on X 2025-07-10 08:33:19 UTC 71K followers, 16.1K engagements
"$KHC EYES $20B SPINOFF Kraft Heinz is looking to split up its business nearly a decade after its Buffett-backed merger. The company may spin off a large part of its grocery unit including many Kraft products into a separate entity valued up to $XX billion. That would leave its sauces and spreads like Heinz ketchup and Grey Poupon in the core business. Kraft Heinz hopes this move will unlock more value than its current $XX billion market cap. A final decision could come in the next few weeks" @wallstengine on X 2025-07-11 17:43:55 UTC 71.9K followers, 12.1K engagements
"$OKLO $SMR $LEU SEC. CHRIS WRIGHT: NUCLEAR RENAISSANCE COMING UNDER TRUMP" @wallstengine on X 2025-07-14 18:32:42 UTC 71.9K followers, 27.8K engagements
"RENAULT STOCK TUMBLES XX% AFTER MARGIN CUT CEO SHAKE-UP Renault lowered its 2025 operating margin outlook to XXX% (down from at least 7%) and slashed its free cash flow target to 11.5B from over 2B. First-half FCF came in at just 47M hit by a 900M working capital drag. CFO Duncan Minto steps in as interim CEO after Luca de Meos sudden exit to Kering. Renault cited weak June sales billing delays and a sluggish retail market in Europe" @wallstengine on X 2025-07-16 07:20:32 UTC 71.9K followers, 10.9K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.28% 🟩 $QQQ -XXXX% 🟥 $DJI +0.43% 🟩 $IWM +0.51% 🟩" @wallstengine on X 2025-07-10 20:00:41 UTC 71.5K followers, 11.7K engagements
"BofA Securities Upgrades $ROK to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Rockwell Automation is starting to see the impact of its operational turnaround strategy. ROK is levered to the industrial cycle reshoring and has a long runway on cost savings. Pricing is another source of upside. Logix (core product) demand is growing post-destock. Underlying demand is solid but large projects are delayed due to trade deal uncertainty. We expect trade deals to be signed before YE25 which we think accelerates organic growth in '26/'27. Raise PO to $XXX from $XXX now based on 23x" @wallstengine on X 2025-07-16 10:14:27 UTC 71.9K followers, 6132 engagements
"Jefferies Downgrades $ASML to Hold from Buy PT 690; says near-term estimate risks offset by limited downside after de-rating Analyst comments: "We forecast ASML's 2026 revenues to be down X% YoY to 32.1bn and EPS to decline X% YoY. Our 2026 sales forecast is X% below consensus and our EPS forecast is XX% below. We expect semicap-related newsflow to deteriorate in H2 alongside pressure on the companys estimates. Despite this downside on the share price is likely to be limited due to the de-rating that has already occurred. We therefore downgrade the stock to Hold from Buy and raise our price" @wallstengine on X 2025-06-26 07:33:11 UTC 71.8K followers, 9778 engagements
"$lyft appointed Stephen Hope as Chief Accounting Officer effective July X. He'll take over as principal accounting officer from CFO Erin Brewer who continues as CFO and principal financial officer" @wallstengine on X 2025-07-02 10:15:31 UTC 71.5K followers, 7512 engagements
"$WAT TO MERGE WITH $BDX IN $17.5B DEAL Waters and BD are combining BDs Biosciences & Diagnostic Solutions unit with Waters in a $17.5B Reverse Morris Trust deal. BD shareholders will get XXXX% of the new company while Waters shareholders keep 60.8%. BD also takes home a $4B cash payout before close. The merged business is expected to pull in $6.5B in 2025 revenue and $2B in adjusted EBITDA. Waters says itll double its addressable market to $40B and see $345M in synergies by 2030. The deal is set to close by Q1 2026" @wallstengine on X 2025-07-14 10:17:54 UTC 71.9K followers, 6825 engagements
"Citizens JPM on $UBER: "Given the strong execution of Ubers AV partnership strategy. AVs are not a threat to Uber long term as it enables a hybrid network of AVs & human drivers & ultimately allows AVs to bring down the cost of ride sharing over time & for the TAM to expand" @wallstengine on X 2025-07-16 08:27:58 UTC 71.9K followers, 9035 engagements
"Redburn-Atlantic Downgrades $AMAT to Neutral from Buy Lowers PT to $XXX from $XXX Analyst comments: "We downgrade AMAT to Neutral for several reasons: (a) our analysis concludes that its largest profit contributor PVD is losing share to rivals particularly Naura (Not Rated) in China; (b) beyond PVD we are concerned that AMATs product portfolio is more vulnerable to China localisation than peers; (c) we conclude that while AMATs product portfolio has elements that are well placed for the vertical scaling era the tail acts as a drag AMAT will likely struggle to match peer growth rates at the" @wallstengine on X 2025-07-07 08:03:37 UTC 71.5K followers, 7075 engagements
"POWER FIRM $AES SAID TO EXPLORE OPTIONS AMID TAKEOVER INTEREST - BBG" @wallstengine on X 2025-07-08 20:33:50 UTC 71.5K followers, 12.1K engagements
"Goldman Sachs Resumes Coverage on $ALT with Sell Rating PT $X Analyst comments: "We resume coverage of Altimmune (ALT) at Sell with a 12-month price target of $X representing XX% downside to the stock (versus XX% average upside across our coverage). ALT's lead asset pemvidutide is a dual GLP-1/GCGR agonist in development for the treatment of obesity and related co-morbid indications with the company emphasizing its potential in liver-specific diseases including metabolic dysfunction-associated steatohepatitis (MASH) alcohol liver disease and alcohol use disorder. While we view this strategy" @wallstengine on X 2025-07-10 09:10:00 UTC 71.9K followers, 7982 engagements
"$KULR just secured a $20M bitcoin-backed credit facility with Coinbase. Theyll use the funds to boost their Bitcoin accumulation strategy. CEO calls it non-dilutive capital at competitive rates. KULR has been allocating up to XX% of excess cash to BTC since late 2024" @wallstengine on X 2025-07-08 12:22:47 UTC 71.5K followers, 11.2K engagements
"President Trumps team is reportedly getting ready to release an AI action plan later this month with a formal address on artificial intelligence scheduled for July 23" @wallstengine on X 2025-07-15 13:03:01 UTC 71.9K followers, 17.2K engagements
"Barrons: A Chinese weight-loss drug is showing early promise as a potential rival to Lillys $LLY Zepbound and Novo Nordisks $NVO Wegovy. In a Phase X trial Hengrui Pharmas HRS9531 delivered up to XX% average weight loss over XX weeks just shy of Zepbounds XX% though at lower doses and over a shorter trial. Hengruis U.S. partner Kailera Therapeutics plans to run global trials with higher doses and longer durations aiming to surpass current efficacy benchmarks. While years away from U.S. approval the drug highlights how Chinese biotech is starting to challenge U.S. pharma with several firms" @wallstengine on X 2025-07-15 18:28:31 UTC 71.9K followers, 13.9K engagements
"$NVDA says the U.S. government has banned exports of its H20 chips to China indefinitely citing national security risks tied to potential supercomputing use. As a result NVIDIA expects to take a charge of up to $XXX billion in its fiscal Q1 ending April XX tied to H20 inventory purchase commitments and related reserves" @wallstengine on X 2025-04-15 21:31:28 UTC 71.5K followers, 111K engagements
"TRUMP LIKELY TO FIRE POWELL SOON WHITE HOUSE OFFICIAL SAYS: BBG" @wallstengine on X 2025-07-16 15:17:26 UTC 71.9K followers, 28.9K engagements
"$SAP CEO Christian Klein says the company will keep growing through 2030 as clients move to the cloud. With most customers shifting by 2027 SAP plans to leverage its massive data reserves to drive insights & revenue. No other company understands business processes like we do."" @wallstengine on X 2025-07-11 09:59:46 UTC 71.5K followers, 6464 engagements
"MORGAN STANLEY: S&P XXX TARGET 6500 SEE SLOWDOWN AHEAD The firm says we are looking for a subsequent slowdown in the US economy in the second half as tariffs tighter immigration and rising inflation begin to bite. They note the economy is not the market and the stock market is not the economy highlighting how policy and global exposure drive divergence. Their equity team expects increased volatility this summer with the 6500 target based on $XXX EPS and a 21.5x multiple" @wallstengine on X 2025-07-14 19:32:46 UTC 71.9K followers, 15.5K engagements
"RIVIAN'S $RIVN SMALL-EV SPINOFF VALUED AT $1B IN GREENOAKS INVESTMENT" @wallstengine on X 2025-07-08 19:42:48 UTC 71.5K followers, 10.3K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.09% 🟩 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-15 20:00:41 UTC 71.9K followers, 12.9K engagements
"$ADBE DROPS FIREFLY APP FOR AI VIDEO & IMAGE CREATION Adobe just launched its standalone Firefly app on iOS and Android bringing AI tools like text-to-image text-to-video generative fill and more straight to mobile. Its free to try with premium access starting at $4.99/month. Generated content syncs with Creative Cloud" @wallstengine on X 2025-06-17 14:33:59 UTC 71.6K followers, 11.4K engagements
"TRUMP TO DELIVER KEYNOTE ADDRESS AT "WINNING THE AI RACE" SUMMIT HOSTED BY ALL-IN PODCAST JULY 23" @wallstengine on X 2025-07-15 14:02:51 UTC 71.9K followers, 536.7K engagements
"June CPI: U.S. Airfares are down XXX% over the past XX months. Meanwhile car insurance is up 6.1%its smallest annual increase since June 2022. Thats notable for a category thats seen some brutal hikes in recent years" @wallstengine on X 2025-07-15 12:42:12 UTC 71.9K followers, 8213 engagements
"$MS Morgan Stanley Q2'25 Earnings Highlights 🔹 Revenue: $16.79B (Est. $16.04B) 🟢; UP +6% YoY 🔹 EPS: $XXXX (Est. $1.97) 🟢; UP +11% YoY 🔹 Net Interest Income: $2.35B (Est. $2.19B) 🟢 Institutional Securities 🔹 Revenue: $6.59B - Investment Banking: $1.54B (Est. $1.44B) 🟢;+20% YoY - Equity Trading: $3.72B (Est. $3.53B) 🟢;+9% YoY - FICC: $2.18B (Est. $2.11B) 🟢;+8% YoY Wealth Management 🔹 Revenue: $7.76B (Est. $7.35B) 🟢; UP +4% YoY 🔹 Fee-based Flows: $31.3B 🔹 Net New Assets: $56.3B 🔹 Client Assets: $5.2T; UP +11% YoY 🔹 Pretax Margin: XXXX% Investment Management 🔹 Revenue: $1.44B;" @wallstengine on X 2025-07-16 11:35:17 UTC 71.9K followers, 10.4K engagements
"$RKT COMPLETES $RDFN DEAL Rocket has officially acquired Redfin combining Americas largest mortgage lender with the most-visited real estate brokerage site. New Rocket Preferred Pricing offers buyers who use Rocket Mortgage with Redfin agents a X% rate cut for the first year or up to $6000 in closing credits. Redfin will now operate under the Redfin Powered by Rocket brand" @wallstengine on X 2025-07-01 13:28:08 UTC 71.5K followers, 9340 engagements
"Peter Piper Pizza is rolling out AI voice ordering at all Arizona and Albuquerque locations using SoundHound $SOUN tech. The system takes multiple calls at once handles full menu orders and answers common questionsfreeing up staff during peak hours" @wallstengine on X 2025-07-16 13:08:18 UTC 71.9K followers, 8521 engagements
"New Trump tariffs rate effective Aug 1: X. Brazil: XX% X. Myanmar: XX% X. Laos: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Indonesia: XX% X. Algeria: XX% XX. Bosnia & Herzegovina: XX% XX. China: XX% (as of now) XX. Iraq: XX% XX. Libya: XX% XX. South Africa: XX% XX. Brunei: XX% XX. Japan: XX% XX. Kazakhstan: XX% XX. Malaysia: XX% XX. Moldova: XX% XX. South Korea: XX% XX. Tunisia: XX% XX. Philippines: XX% XX. Vietnam: 20%" @wallstengine on X 2025-07-09 20:37:33 UTC 71.9K followers, 32.2K engagements
"Tempus AI $TEM plans to raise $400M through convertible senior notes due 2030 to optimize its capital structure. Proceeds will pay off $275M in term loans and fund capped call hedges to limit dilution. Notes can convert into stock or cash. Offering includes a potential $60M over-allotment" @wallstengine on X 2025-06-30 11:03:13 UTC 71.6K followers, 19.2K engagements
"Datadog $DDOG is set to join the S&P XXX replacing Juniper Networks $JNPR which is being acquired by Hewlett Packard $HPE. The change takes effect before trading opens on July 9" @wallstengine on X 2025-07-02 21:56:15 UTC 71.5K followers, 22.1K engagements
"Citi Upgrades $HOLX to Buy from Neutral Raises PT to $XX from $60; 'possibility/likelihood of being taken out in a private transaction' Analyst comments: "The possibility or likelihood of being taken out in a private transaction after reportedly rejecting a $XX billion offer in May. Confidence in the Breast Health recovery and visibility into the improvement in gantry placements expected in the second half of FY25. Any margin improvements following the easing of China tariffs (pending updates on the Costa Rica rates). Since the Financial Times reported in late May that HOLX turned down a $16" @wallstengine on X 2025-07-09 09:11:31 UTC 71.5K followers, 6434 engagements
"UBS Upgrades $MO to Neutral from Sell Raises PT to $XX from $XX Analyst comments: "Following conversations with experts across the supply chain and our tracking of vapour products (e.g. exports from China to the US were down approximately XX% in May) we believe increased customs inspections at the US border are leading to more refusals and/or seizures of illicit vapour products by US Customs and Border Protection. We understand this is halting the supply of illicit vapes particularly from China. We note the manufacturer behind the largest US brand Geek Bar recently announced production" @wallstengine on X 2025-07-02 07:33:46 UTC 71.7K followers, 6297 engagements
"$JPM JPMorgan Chase Q1'25 Earnings Highlights: 🔹 EPS: $XXXX (Est. $4.65) 🟢; UP +14% YoY 🔹 Managed Revenue: $46.01B (Est. $44.39B) 🟢; UP +8% YoY 🔹 Provision for Credit Losses: $3.31B (Est. $2.70B) 🔴; UP +75% YoY 🔹 Net Reserve Build: $973M 🔹 Net Income: $14.64B; UP +9% YoY 🔹 ROE: XX% 🔹 ROTCE: XX% 🔹 CET1 Ratio (Std.): XXXX% 🔹 Book Value per Share: $119.24; UP +12% YoY 🔹 Tangible Book Value per Share: $100.36; UP +13% YoY Outlook: 🔸 SEES FY NET INTEREST INCOME ABOUT $94.5B SAW ABOUT $94B Capital & Liquidity: 🔹 Cash & Marketable Securities: $1.5T 🔹 Average Loans: $1.3T; UP +2% YoY" @wallstengine on X 2025-04-11 10:57:26 UTC 71.6K followers, 15.7K engagements
"Traders have now scrapped bets on a July Fed rate cut and a September cut is no longer fully priced in. Polymarket odds show about a XX% chance of a cut by September down from XX% before todays solid payroll data lower unemployment and upward revisions" @wallstengine on X 2025-07-03 12:43:31 UTC 71.1K followers, 34.2K engagements
"Sarepta $SRPT is cutting XX% of its workforceabout XXX employeesas part of a restructuring plan aimed at reducing annual costs by $400M starting in 2026. The company will focus on siRNA programs while pausing some gene therapy efforts including most limb-girdle muscular dystrophy candidates" @wallstengine on X 2025-07-16 20:03:25 UTC 71.9K followers, 6849 engagements
"@ZaStocks Also $PDYN it doesnt build drones but provides the autonomous brains the DoD can bolt onto Blue-UAS hardware like $RCATs Teal X or $AVAVs Switchblade" @wallstengine on X 2025-07-10 23:25:14 UTC 71.5K followers, 3401 engagements
"Despite Trump and admin officials repeatedly denying any plans to fire the Fed Powell Polymarket odds of it actually happening are on the rise" @wallstengine on X 2025-07-16 10:27:35 UTC 71.9K followers, 24.5K engagements
"Scale AI is cutting XX% of staff200 full-time workersand ending contracts with XXX labelers weeks after $META took a $14.3B stake and hired CEO Alexandr Wang. Interim CEO Jason Droege says the move aims to streamline ops after overhiring and customer exits like OpenAI & Google" @wallstengine on X 2025-07-16 15:48:30 UTC 71.9K followers, 7475 engagements
"Jefferies hikes its price target on Unity $U to a Street-high $XX from $XX citing upbeat views on its Vector product. Analyst Brent Thill says the benefits from Vector should build over several quarters and notes solid quarter-over-quarter progress. Maintains Buy" @wallstengine on X 2025-07-16 12:21:01 UTC 71.9K followers, 10.5K engagements
"IDC says Chinas smartphone market fell X% in Q2 to 69M units snapping a 6-quarter growth streak. HUAWEI took back the top spot with XXXX% share followed by Vivo Oppo XiaomiApple $AAPL came in fifth at 13.9%" @wallstengine on X 2025-07-15 10:16:46 UTC 71.9K followers, 12.9K engagements
"Teslas $TSLA longtime VP of sales service and delivery for North America Troy Jones has left the company after XX years per WSJ" @wallstengine on X 2025-07-15 14:55:13 UTC 71.9K followers, 27K engagements
"ERICSSON $ERIC Q2 earnings topped expectations. Sales fell XXX% in its key networks unit but stronger business in high-margin markets like North America and Europe along with licensing gains and cost cuts helped offset. Gross margin in networks landed at XXXX% and Q3 is expected to stay in the same 4850% range" @wallstengine on X 2025-07-15 07:24:44 UTC 71.9K followers, 6347 engagements
"KeyBanc Downgrades $TMUS to Underweight from Sector Weight PT $XXX Analyst comments: "Despite underperformance YTD we think underperformance will continue for these reasons: 1) we think TMUS is fiber deficient in a converged/bundled world; 2) we think the near-term macro and competitive environment limits upside to expectations; 3) we think TMUS's consumer value proposition has deteriorated due to recent pricing actions which suggest TMUS shouldn't take outsized share of the industry net adds; and 4) we think TMUS will relatively benefit the least from tax changes due to OBBB. With TMUS" @wallstengine on X 2025-07-09 08:32:39 UTC 71.8K followers, 5668 engagements
"PROSECUTORS QUESTION DOCTORS ON $UNH'S MEDICARE BILLING WSJ reports the DOJs criminal health-fraud unit is investigating UnitedHealths Medicare billing practices. Former employees were questioned about how the company used doctors and nurses to gather diagnoses that boosted federal payments. Investigators asked about coding practices special training for doctors to record lucrative diagnoses bonus payments tied to coding and nurse home visit programs. UnitedHealth said it welcomes reviews and stands by the integrity of its Medicare Advantage program" @wallstengine on X 2025-07-09 09:34:03 UTC 71.9K followers, 56.7K engagements
"Novo Nordisk $NVO submits a new higher dose (7.2mg) of Wegovy to the EMA after trials showed XX% average weight loss with a third of patients losing 25%+. Safety profile consistent with current 2.4mg dose. Another push by Novo Nordisk to expand its obesity treatment portfolio" @wallstengine on X 2025-07-08 13:15:27 UTC 71.5K followers, 10.1K engagements
"Wells Fargo Raises $MBLY PT to $XX from $XX Maintains Overweight Rating Analyst comments: "Intel Share Sale: MBLY announced that Intel is commencing a secondary offering of 45M MBLY Class A shares ($840M at 7/8 closing price) + add'l 6.75M 30-day option. Intel is also planning to voluntarily convert an add'l 50M Class B shares into Class A (1:1) but notes it intends to hold these shares at this time and the sole purpose of the conversion is to increase the number of Class A shares issued and outstanding. Exiting 1Q25 Intel held 711.5M Class B shares (87.6% s/o; XXXX% voting right). That said" @wallstengine on X 2025-07-09 10:09:53 UTC 71.5K followers, 7206 engagements
"Raymond James Downgrades $WFC to Market Perform from Outperform PT Not Specified Analyst comments: "We are downgrading our rating on the shares of Wells Fargo to Market Perform from Strong Buy. WFC shares are up XXXX% since we raised our EPS estimates following the removal of the asset cap reaching our target price. While we remain bullish on Wells Fargos growth prospects and continued profitability improvement we believe upside to its EPS estimates is now appropriately reflected in its premium valuation limiting near-term upside to WFC shares. After posting a 52-week high on Thursday July 3" @wallstengine on X 2025-07-07 09:41:09 UTC 71.5K followers, 5328 engagements
"The US posted a $XX billion budget surplus in June way above expectations for an $XX billion deficit. Thats a sharp turnaround from Mays $XXX billion deficit and last Junes $XX billion deficit" @wallstengine on X 2025-07-11 18:15:24 UTC 71.8K followers, 21.2K engagements
"CoreWeave $CRWV just became the first AI cloud provider to make NVIDIAs $NVDA RTX PRO 6000 Blackwell GPUs generally available. These new GPUs deliver up to 5.6x faster LLM inference and 3.5x faster text-to-video generation than prior gen" @wallstengine on X 2025-07-09 12:41:19 UTC 71.2K followers, 14K engagements
"Today's Key Events (All EST) 07/15/2025 08:00: OPEC Monthly Report (Tentative) 08:30: US CPI 08:30: NY Fed Manufacturing 09:15: Fed's Bowman 12:45: Fed's Barr 13:00: Fed's Barkin 14:45: Fed's Collins 19:45: Fed's Logan Before Open :point_down: 05:00: Ericsson $ERIC 06:00: BlackRock $BLK 06:30: AngioDynamics $ANGO 06:35: Bank of New York Mellon $BK 06:55: JPMorgan Chase $JPM 07:00: Wells Fargo $WFC 07:30: Albertsons $ACI 07:40: State Street $STT 08:00: Citigroup $C After Hours :point_down: 04:00: Omnicom Group $OMC 04:00: Hancock Whitney $HWC 04:05: J.B. Hunt Transport Services $JBHT 04:30:" @wallstengine on X 2025-07-15 06:22:29 UTC 71.9K followers, 12.3K engagements
"ICYMI: Eos Energy Enterprises $EOSE added to Russell Small Cap Comp Growth Index" @wallstengine on X 2025-06-30 18:05:44 UTC 71.5K followers, 9131 engagements
"RICHEMONT 1Q SALES AT CONSTANT FX +6% EST. +5.34% Jewelry division rose XX% topping the XXX% consensus. Cartier and Van Cleef continue to drive resilience as luxury slows globally" @wallstengine on X 2025-07-16 06:08:03 UTC 71.9K followers, 6035 engagements
"Barclays Maintains Overweight Rating on $FSLR Lowers PT to $XXX from $XXX Analyst comments: "We don't expect the 2Q earnings call to be all that exciting as bookings will be light FY guidance will likely not be revised higher and language/tone about the implications around OBBB may be relatively muted given the outstanding Executive Order but are still positive on medium to long-term outlook. Into the print: We get the sense from our conversations with investors that the buyside may be expecting FSLR to talk up how positive the OBBB is for them but we are inclined to think that management" @wallstengine on X 2025-07-15 12:13:35 UTC 71.9K followers, 11.4K engagements
"OPEC LEAVES 2025 OIL DEMAND GROWTH UNCHANGED AT 1.3M BPD: Global and U.S. economic growth forecasts also held steady at XXX% and XXX% respectively. OPEC+ crude output rose to 41.56M bpd in June up 349K bpd from May after planned hikes" @wallstengine on X 2025-07-15 12:03:26 UTC 71.9K followers, 7430 engagements
"Maxim Group analyst Tate Sullivan raised the price target on NioCorp Developments $NB to $XXXX (from $4.00) while maintaining a Buy rating" @wallstengine on X 2025-07-11 12:35:40 UTC 71.4K followers, 11.4K engagements
"The FCC is preparing to ban submarine cables linked to the U.S. that contain Chinese tech or equipment according to the Financial Times. $CIEN $GLW $LITE" @wallstengine on X 2025-07-16 17:40:19 UTC 71.9K followers, 8146 engagements
"$AMZN's AWS and Veeva Systems $VEEV are deepening their 10-year partnership. Veeva is expanding its use of AWS infrastructure to scale its 50+ Vault applications and data products globally. The two are also teaming up on AI initiatives with AWS joining Veevas AI Partner program and supporting integrations like Amazon Connect within Veevas Vault CRM Service Center" @wallstengine on X 2025-06-25 13:12:49 UTC 71.3K followers, 7578 engagements
"$DDOG Datadog Q4 Earnings Highlights: 🔹 Q4 Adj. EPS: $XXXX (Est. $0.44) 🟢 🔹 Q4 Revenue: $738M (Est. $714.54M) 🟢; UP +25% YoY FY25 Guidance: 🔹 Adj. EPS: $1.65$1.70 (Est. $1.95) 🔴 🔹 Revenue: $3.18$3.20B (Est. $3.236B) 🟡 🔹 Adj. Operating Margin: XXXX% Q1'25 Outlook: 🔹 Revenue: $737M$741M (Est. $740.29M) 🟡 🔹 Adj. EPS: $0.41$0.43 (Est. $0.46) 🔴 🔹 Adj. Operating Margin: XX% Q4 Segment & Operational Highlights: Profitability: 🔹 Non-GAAP Operating Margin: XX% 🔹 Free Cash Flow: $241M; Operating Cash Flow: $265M Customer Metrics: 🔹 XXX customers with $1M+ ARR; UP +17% YoY 🔹 3610" @wallstengine on X 2025-02-13 12:04:36 UTC 71.6K followers, 13.3K engagements
"INDONESIA CUTS KEY RATE BY 25BPS TO 5.25%; EST. 5.50%" @wallstengine on X 2025-07-16 08:00:42 UTC 71.9K followers, 5571 engagements
"Barclays says $WIX has raised prices on some 2- and 3-year plans. It's not clear if its just a test but if it holds it could give a modest boost to second-half bookings. Analyst keeps Overweight rating and $XXX price target" @wallstengine on X 2025-07-16 14:30:45 UTC 71.9K followers, 5748 engagements
"Alibaba $BABA is weighing a sale of exchangeable bonds tied to its stake in $ZTO Express Bloomberg reports. It bought XX% of the delivery firm for $1.38B in 2018. A deal would follow Baidu's $2B Trip. com bond move in March" @wallstengine on X 2025-05-27 13:07:19 UTC 71.8K followers, 7911 engagements
"iCapital raised over $XXX million in a round led by T. Rowe Price and SurgoCap valuing the private-markets tech provider at more than $7.5B up from $6B in 2022. Profitable since 2019 iCapital plans more acquisitions and global expansion. It has $945B in transaction volume and 114000 users" @wallstengine on X 2025-07-10 10:02:43 UTC 71.8K followers, 5168 engagements
"$META's new Superintelligence Lab led by Chief AI Officer Alexandr Wang has discussed dropping its most advanced open-source model Behemoth in favor of a closed approach according to The New York Times" @wallstengine on X 2025-07-14 18:35:06 UTC 71.9K followers, 11.8K engagements
"Trumps updated tariff rates effective Aug. 1: XX% Myanmar Laos XX% Bosnia & Herzegovina South Africa XX% Thailand Cambodia XX% Bangladesh Serbia XX% Indonesia XX% Japan South Korea Malaysia Tunisia Kazakhstan China (30%) & Vietnam (20%) announced last week" @wallstengine on X 2025-07-07 21:11:33 UTC 71.9K followers, 64.5K engagements
"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD" @wallstengine on X 2025-07-01 09:28:38 UTC 71.8K followers, 13.4K engagements
"Wells Fargo Downgrades $OSCR to Underweight from Equal Weight Lowers PT to $XX from $XX Analyst comments: "Evidence of rising acuity continues to build. Exchange commentary from nearly all public plans in 1Q25 was concerning with medical loss ratios (MLRs) acuity and non-payment generally higher than expected. Our analysis of statutory filings for 1Q25 shows MLRs for non-public plans also pressured and potentially understated due to optimistic risk adjustment accruals. Elevance discussed further pressure in May. In July Centene withdrew guidance primarily due to exchanges and Molina" @wallstengine on X 2025-07-11 10:11:38 UTC 71.9K followers, 152.3K engagements
"UPCOMING KEY EVENTS WEEK OF JUL X 2025 Tues: $AEHR $PENG $KRUS Wed: FOMC Minutes + $THTX $AZZ $BSET Thu: Jobless Claims + $DAL $CAG $LEVI $ETWO Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game" @wallstengine on X 2025-07-05 08:01:00 UTC 71.8K followers, 9265 engagements
"FED GOOLSBEE: AN EARLY ANNOUNCEMENT BY TRUMP OF POWELL'S REPLACEMENT WOULD HAVE NO IMPACT ON THE FEDERAL OPEN MARKET COMMITTEE" @wallstengine on X 2025-06-26 12:53:08 UTC 71.1K followers, 6081 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY unch $QQQ +0.12% 🟩 $DJI unch $IWM -XXXX% 🟥" @wallstengine on X 2025-07-10 13:30:44 UTC 71.6K followers, 17.8K engagements
"Cantor Fitzgerald Maintains Overweight Rating on $AMZN Raises PT to $XXX from $XXX Earnings Preview: "Amazon is likely to report 2Q25E results with revenues near the midpoint but EBIT should come in ahead of prior guidance. US non-store retail sales were up +7% y/y in 2Q a slight acceleration vs. 1Q indicating favorable trends for AMZNs NA retail growth. Meanwhile AWS growth should come near +17% y/y in 2Q25E. The key focus will be on 3Q25E outlook. We expect revenue guide to bracket $175B and EBIT (at high-end) near $19B. While there are lingering uncertainties on trade AMZN CEO recently" @wallstengine on X 2025-07-16 11:12:58 UTC 71.9K followers, 9361 engagements
"BofA Resumes Coverage on $EL with Buy Rating PT $110; 'A world reimagined' Analyst comments: "We reinstate coverage on Estee Lauder Companies with a Buy rating and a $XXX price objective implying XX% upside potential. The company generates $XX billion of revenue from XX brands including Estee Lauder Clinique MAC and La Mer making it the number two player in the $XXX billion global prestige beauty market. Asia has been a significant drag on profitability leading to an XX% decline in EPS from peak to trough. We have confidence that its Beauty Reimagined plan will drive an earnings recovery and" @wallstengine on X 2025-07-10 13:58:42 UTC 71.8K followers, 6433 engagements
"$ASML Q225 Earnings Highlights 🔹 Revenue: 7.69B (Est. 7.51B) 🟢; +23% YoY 🔹 EPS: XXXX (Est. 5.22) 🟢;+47% YoY 🔹 Gross Margin: XXXX% (Est. 51.9%) 🟢; +220bps YoY 🔹 Net Bookings: 5.54B (Est. 4.80B) 🟢; -XXX% YoY Guidance 🔹 FY25 Revenue Growth: XX% YoY (Prior: 3035B) 🔹 FY25 Gross Margin: XX% (Prior: 51%53%) 🔹 Q3 Revenue: 7.4B7.9B (Est. 8.21B) 🟡 🔹 Q3 Gross Margin: 50%52% (Est. 51.4%) 🟡 Other Key Q2 Metrics: 🔹 Net Income: 2.29B; UP +45% YoY 🔹 New Lithography Systems Sold: XX units; -XX% YoY Business Commentary 🔸 Memory demand remains strong driven by HBM & DDR5 investments 🔸 China" @wallstengine on X 2025-07-16 05:30:00 UTC 71.9K followers, 95K engagements
"$JNJ Johnson & Johnson Q225 Earnings Highlights 🔹 Revenue: $23.74B (Est. $22.86B) 🟢; +5.8% YoY 🔹 Adj. EPS: $XXXX (Est. $2.68) 🟢; -XXX% YoY FY25 Guidance 🔹 Reported Sales: $93.2B$93.6B (Est. $91.3B) 🟢 🔹 Adj. EPS: $10.63$10.73 (Est. $10.61) 🟢; +7.0% YoY 🔹 Adj. Oper Revenue Growth: +3.2% to +3.7% (Prior: +2.0% to +3.0%) 🔹 Operational Sales: $92.7B$93.1B (Prior: $91.6B$92.4B) Segment Revenue 🔹 Innovative Medicine: +2.4% YoY 🔹 MedTech: +4.1% YoY Regional Revenue (Adjusted Operational) 🔹 U.S.: +5.0% YoY 🔹 International: +0.4% YoY Other Q2 Metrics: 🔹 Net Income: $5.54B; +18.2% YoY 🔹" @wallstengine on X 2025-07-16 10:25:29 UTC 71.9K followers, 11.8K engagements
"Apple $AAPL is reportedly set to announce a $XXX million investment in $MP Materials to secure rare earth magnets used in iPhones and other products. The two will also build a new factory in Fort Worth TX expanding U.S.-based supply of critical components for electronics - Fox" @wallstengine on X 2025-07-15 09:27:09 UTC 71.9K followers, 69.3K engagements
"Edgewater says QTD sales trends for $CHWY look in line with June showing slight moderation. Still the outlook stays constructive as the company continues to gain share and drive customer acquisition" @wallstengine on X 2025-07-14 10:44:02 UTC 71.7K followers, 6698 engagements
"$META BUYS PLAY AI Meta just confirmed its acquired Play AIthe startup behind AI-generated human-like voices. Per Bloomberg the full Play AI team is set to join Meta next week. The move lines up with Metas push into voice tech for AI characters wearables and audio tools. No word on what they paid but this follows other big AI moves like recruiting talent from OpenAI and bringing on Scale AIs CEO to lead a new superintelligence group" @wallstengine on X 2025-07-14 09:02:23 UTC 71.9K followers, 23.3K engagements
"I shared a detailed DD on $NB with our Discord members X trading days agosince then the stocks performed incredibly well up XX% in just X days" @wallstengine on X 2025-07-14 20:15:06 UTC 71.9K followers, 11.1K engagements
"Goldman Sachs Initiates Coverage on $NBIS with Buy Rating PT $XX Analyst comments: "We initiate on Nebius a leading player in the AI Neocloud market (a niche AI GPU infrastructure rental market) with a Buy rating and a PT of $XX. Our rating reflects our positive view on the growth of the AI Neocloud market as the Generative AI market continues to expand rapidly and AI startups/enterprises seek specialised capacity alongside that provided by hyperscalers. While infrastructure provided by AI Neoclouds offers certain advantages over other GPU rental options we see Nebius as especially well" @wallstengine on X 2025-07-14 07:47:49 UTC 71.9K followers, 30.9K engagements
"$WFC Wells Fargo Q225 Earnings Highlights 🔹 Revenue: $20.82B (Est. $20.76B) 🟢;+1% YoY 🔹 EPS: $XXXX (Est. $1.40) 🟢;+20% YoY 🔹 NII: $11.71B (Est. $11.83B) 🔴;DOWN -X% YoY Guidance 🔹 Sees FY NII about $47.7B (Est. $47.92B) 🟡 Other Metrics 🔹 Provision for credit losses: $1.01B (Est. $1.16B) 🟢;-19% YoY 🔹 Non-interest expenses: $13.38B (Est. $13.40B) 🟢;+1% YoY 🔹 Total avg. loans: $916.7B (Est. $913.44B) 🟢 🔹 Total avg. deposits: $1.33T (Est. $1.35T) 🔴;-1% YoY 🔹 Non-performing assets: $7.96B (Est. $8.68B) 🟢;-8% YoY 🔹 ROE: 12.8%;+1.3 pp YoY CEO Commentary 🔸 Our second quarter" @wallstengine on X 2025-07-15 11:02:13 UTC 71.9K followers, 8244 engagements
"Morgan Stanley Downgrades $CRWD to Equalweight from Overweight Raises PT to $XXX from $XXX Analyst comments: "We move CrowdStrike to Equal-weight. Three key factors balance the risk/reward in the near-term: 1) Valuation: While confident in CrowdStrike's long-term growth story even with an imbedded 2H re-acceleration and 'normalizing' trends next year the current 21x EV/2026E Sales multiple presents a sizable premium to the large cap software peer average at 12x a premium that persists even when adjusted for growth rates (1.0x EV/S/G vs. 0.8x); 2) High Investor Expectations: CrowdStrike put up" @wallstengine on X 2025-07-14 07:55:09 UTC 71.6K followers, 9222 engagements
"Google $GOOGL will unveil its new Pixel XX lineup & Watch X at a hardware event in NYC on Aug. XX with a strong focus on AI Features. The phones will feature the new Tensor G5 chip now made by TSMC & include the Pixel XX Pro Fold expected to be cheaper than Samsungs Fold 7" @wallstengine on X 2025-07-16 16:32:51 UTC 71.9K followers, 9073 engagements
"Citi Opens 90-Day Upside Catalyst Watch on $MDT Reiterates Buy Rating PT $XX Analyst comments: "CMS has posted its draft decision memo for covering renal denervation (RDN) with proposed coverage in line with our expectations. CMS is proposing to cover RDN in patients with uncontrolled hypertension defined as 140/90 mm Hg despite 'active management by a clinician with primary responsibility for blood pressure management' and on stable doses of maximally tolerated guideline-directed medical therapy for at least three months. Additionally the primary providers must manage the patient for at" @wallstengine on X 2025-07-11 09:50:57 UTC 71.4K followers, 6298 engagements
"$UBER is teaming up with Chinas Baidu $BIDU to roll out robotaxis in Asia and the Middle East later this year. Baidus Apollo Go AVs will run on Ubers platform through a multi-year deal. The fleet has already completed over XX million rides across XX cities" @wallstengine on X 2025-07-15 12:07:33 UTC 71.9K followers, 66.8K engagements
"President Trump announced over $XX billion in new private-sector investments for AI and energy infrastructure during a visit to Pennsylvania on Tuesday. The deals include: $25B from Blackstone for new data centers and power infrastructure (with QTS and PPL) $6B from CoreWeave for an NVIDIA-equipped AI data center $15B from FirstEnergy to upgrade power distribution and the grid $3B from Google for hydroelectric energy via Brookfield $100M from GE Vernova for grid products and XXX jobs across Pennsylvania $2.5M from Meta to support rural startups and training Trump said these moves help ensure" @wallstengine on X 2025-07-15 22:00:51 UTC 71.9K followers, 13.4K engagements
"CHINA GIVES CONDITIONAL OK TO $SPNS SYNOPSYS-ANSYS DEAL: Beijings market regulator says the approval comes with commitments: maintain pricing service terms and access for Chinese customers" @wallstengine on X 2025-07-14 07:35:04 UTC 71.6K followers, 6740 engagements
"$ENPH $RUN $FSLR Trump signed an executive order tightening rules on solar and wind tax credits restricting projects from locking in incentives unless substantial construction is done. This follows his $3.4T budget bill that aimed to end green energy subsidies. The order also targets projects with ties to foreign entities like China. - BBG" @wallstengine on X 2025-07-08 06:59:05 UTC 71.5K followers, 10.4K engagements
"Intel $INTC is spinning out its AI robotics and biometrics venture RealSense with a fresh $XX million Series A raise backed by MediaTek Innovation Fund and Intel Capital. RealSense which makes robotics automation tools plans to use the funding to expand product lines and meet rising demand. Nadav Orbach Intels VP for incubation and disruptive innovation will lead as CEO. Intel will keep a minority stake as it continues restructuring to stay competitive in AI" @wallstengine on X 2025-07-11 10:54:24 UTC 71.9K followers, 10.5K engagements
"Citi Upgrades $LIN to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "We updated our estimates ahead of 2Q25 raising estimates across Air Products and Linde on better FX and productivity. We upgrade Linde to Buy seeing continued success with project execution and underlying price and productivity. Looking past the macro uncertainties ahead there are a few things to get constructive on regarding Lindes growth algorithm specifically: 1) evidence of strong execution across price and productivity; 2) high-quality project backlogs with near-term opportunities and recent success on" @wallstengine on X 2025-06-30 09:09:12 UTC 71.6K followers, 7754 engagements
"RBC RAISES S&P XXX $SPX YEAR-END TARGET TO 6250 UP FROM 5730 citing stronger sentiment and 2026 growth prospects. The EPS forecast stays at $XXX. RBC says its still early to rule out tariff impact" @wallstengine on X 2025-07-14 08:42:29 UTC 71.5K followers, 6736 engagements
"Jefferies Lowers $OSCR PT to $X from $XX Maintains Underperform Rating Analyst comments summary: Oscar is most at risk among peers as a Health Insurance Exchange (HIX) pure play with approximately XX% of premiums coming from states where risk pool shifts should be most dramatic (federally facilitated marketplaces plus non-expansion states) making risk adjustment estimation more complicated. If Oscar experiences the same impact as Centene (CNC) PY25 risk adjustment payable needs to increase by approximately $XXX million (Jefferies estimate). Oscar likely made the same risk adjustment reserving" @wallstengine on X 2025-07-10 12:32:48 UTC 71.9K followers, 236.9K engagements
"Citizens JMP Downgrades $WRBY to Market Perform from Market Outperform Analyst comments: "We transfer coverage of Warby Parker with a Market Perform rating. We appreciate Warby Parkers: 1) value proposition with its designer quality glasses starting at just $95; 2) vertically integrated offering that gives it cost advantages and control of distribution; 3) runway to open new stores while exploring new strategic partnerships such as its stores within Target; 4) ability to improve revenue per customer and retention driven by further penetration of Warbys holistic care strategy; and 5) efficient" @wallstengine on X 2025-07-10 09:10:59 UTC 71.7K followers, 5148 engagements
"ELON MUSK SAYS HE DOESN'T SUPPORT MERGER BETWEEN XAI & $TSLA" @wallstengine on X 2025-07-14 07:14:36 UTC 71.7K followers, 8913 engagements
"Goldman Sachs Downgrades $ENPH to Sell and $SEDG to Neutral Lowers PTs to $XX and $XX Respectively Analyst comments: "For Enphase our previous Buy thesis was based on benefits from a potentially improving US residential solar market normalization of its inventory channel and the launch of its newest battery product and IQ9 microinverter to drive market share gains and cost improvements. However recent tariffs particularly in China have caused management to lower near-term margin expectations as supply chains shift and following recent residential solar tax changes we believe the companys" @wallstengine on X 2025-07-09 08:21:48 UTC 71.8K followers, 6375 engagements
"$MP Materials has launched a $500M public offering of common stock with all shares being sold by the company. Proceeds will support expansion efforts including its 10X Facility and broader strategic initiatives. J.P. Morgan and Goldman Sachs are lead bookrunners" @wallstengine on X 2025-07-16 20:30:47 UTC 71.9K followers, 15.2K engagements
"$AGEN SELLS U.S. BIOLOGICS FACILITIES TO ZYDUS FOR UP TO $125M Agenus is selling its biologics manufacturing sites in Emeryville and Berkeley CA to Zydus Lifesciences for $75M upfront plus up to $50M in milestone payments. Zydus gains a U.S. base for its new CDMO business and will exclusively manufacture Agenus Phase 3-ready cancer drugs Botensilimab and Balstilimab. The deal gives Zydus a foothold in the growing global biologics market" @wallstengine on X 2025-06-03 12:24:23 UTC 71.1K followers, 6078 engagements
"President Trump's nominee to lead the NHTSA Jonathan Morrison has a history of publicly challenging Tesla $TSLA over its safety claims. Back in 2018 while serving as NHTSAs chief counsel Morrison called out Teslas claim that the Model X had the lowest probability of injury of any vehicle ever tested calling it potentially misleading and a misuse of federal safety data. Now nominated to head the agency Morrison would have significant oversight of Elon Musks Tesla especially as the company ramps up its autonomous driving and robotaxi efforts. His confirmation comes at a time when Musk is at" @wallstengine on X 2025-07-15 19:24:02 UTC 71.9K followers, 37.6K engagements
"Bill Gates is pledging XX% of his $168B fortune to the Gates Foundation which will now close in 2045. Thats $107B more going toward global health education and poverty over the next XX years. The foundation will spend $200B in total before winding down" @wallstengine on X 2025-05-08 12:17:39 UTC 71.8K followers, 8363 engagements
"$ASML $SAP and Mistral AI are among over XXX European companies urging the EU to delay its AI Act rules warning that current timelines risk undermining Europes AI competitiveness. They say missing guidelines and the lack of a clear code of practice make compliance unworkable before the August deadline" @wallstengine on X 2025-07-03 08:06:35 UTC 71.4K followers, 12.4K engagements
"Google $GOOGL just locked in the worlds largest corporate clean energy deal for hydropowersigning a 20-year $3B agreement with Brookfield to upgrade X PA plants. This comes alongside a $25B commitment to data centers in Pennsylvania and nearby state First Energy is also investing $15B to modernize the states grid" @wallstengine on X 2025-07-15 10:54:41 UTC 71.9K followers, 28.2K engagements
"BofA Downgrades $CNC to Underperform from Neutral Lowers PT to $XX from $XX Analyst comments: "We are downgrading Centene due to slowing end markets in Medicaid (54% of revenue) and ACA exchanges (23% of revenue) from the recently passed Reconciliation Bill and the increasingly higher likelihood that enhanced exchange subsidies expire at the end of 2025. As a result we are lowering our 2026 and 2027 EPS estimates from $3.98/$6.04 to $3.75/$5.57 respectively reducing our PO to $XX and moving to Underperform." Analyst: Joanna Gajuk" @wallstengine on X 2025-07-16 10:16:23 UTC 71.9K followers, 7263 engagements
"Ray-Ban maker EssilorLuxottica is buying Optegra which runs 70+ eye hospitals across Europe in a push into AI-driven eyecare. Deal builds on recent med-tech buys like Heidelberg Engineering and Cellview Imaging" @wallstengine on X 2025-05-30 07:59:02 UTC 71.8K followers, 10.8K engagements
"$C Citigroup Q225 Earnings Highlights 🔹 Revenue: $21.67B (Est. $21.00B) 🟢;UP +8% YoY 🔹 EPS: $XXXX (Est. $1.60) 🟢;UP +29% YoY 🔹 NII: $15.18B (Est. $14.05B) 🟢;UP +12% YoY Segment / Product Results 🔹 FICC Sales & Trading Rev: $4.27B (Est. $3.92B) 🟢 🔹 Equities Sales & Trading Rev: $1.61B (Est. $1.55B) 🟢 🔹 US Personal Banking Rev: $5.12B (Est. $5.26B) 🔴 🔹 Total Loans: $725.3B (Est. $706.82B) 🟢;UP +5% YoY Guidance 🔹 Sees FY Adj. Revenue $84.0B CEO Commentary 🔸 We reported another very good quarter and continue to demonstrate that our strong results are sustainable through different" @wallstengine on X 2025-07-15 12:05:39 UTC 71.9K followers, 8194 engagements
"APPLE $AAPL PLANS NEW MACBOOK PRO IPHONE 17E AND IPADS BY EARLY 2026" @wallstengine on X 2025-07-10 19:07:28 UTC 71.1K followers, 9568 engagements
"TRUMP LIKELY TO FIRE POWELL SOON: BBG A White House official says the president discussed ousting the Fed chair with GOP lawmakers Tuesday night. No final decision/timing yet but the process to replace Powellwhose term runs through May 2026is reportedly already underway" @wallstengine on X 2025-07-16 15:27:58 UTC 71.9K followers, 12.3K engagements
"JPMORGAN $JPM CFO SAYS CONSUMER SPENDING IS FINE IT IS NOT BOOMING BUT DON'T SEE SIGNS OF STRESS" @wallstengine on X 2025-07-15 12:21:31 UTC 71.9K followers, 8692 engagements
"$BP says production rose in Q2 vs Q1 and oil trading delivered strong results. Refining margins were higher though they took up to a $1.5B asset write-down. Net debt fell slightly from $27B. Shares remain under pressure as activist Elliott pushes for big changes" @wallstengine on X 2025-07-11 06:43:48 UTC 71.8K followers, 7082 engagements
"Seaport Global Securities Upgrades $MA to Buy from Neutral Sets PT at $XXX Analyst comments: "For Mastercard we had made a relative call (preferring V over MA) at the beginning of the year. That has been playing out. Now we see good reason for investors to be buyers of both networks following their recent pullbacks in June which was in response to stablecoin-related 'disintermediation risks' for the networks that we believe are overblown. For MA we expect to see it create new growth opportunities in crypto via partnering (see its recent announcements with Fiserv and with Chainlink). Elsewhere" @wallstengine on X 2025-07-14 14:00:40 UTC 71.9K followers, 8694 engagements
"$MBLY also signed a new supply deal with $TSM to manufacture imaging radar and future EyeQ products expanding beyond STMicro" @wallstengine on X 2025-07-08 20:16:15 UTC 71.5K followers, 7557 engagements
"$CRWV TO INVEST UP TO $6B IN PENNSYLVANIA AI INFRASTRUCTURE CoreWeave just announced plans to invest up to $X billion in a new AI-focused data center in Lancaster PA. The 100MW facilityexpandable to 300MWwill support high-performance AI workloads and U.S. competitiveness. The news comes ahead of CEO Michael Intrator joining Trump and state leaders at the Energy & Innovation Summit in Pittsburgh" @wallstengine on X 2025-07-15 09:31:20 UTC 71.9K followers, 22.5K engagements
"MUSKS XAI SEEKS UP TO $200B VALUATION IN NEXT FUNDRAISING: FT" @wallstengine on X 2025-07-11 19:37:30 UTC 71.5K followers, 11K engagements
"$META FACES $8B TRIAL OVER PRIVACY VIOLATIONS Mark Zuckerberg is expected to testify this week as Meta heads to trial in a shareholder lawsuit tied to the Cambridge Analytica scandal. Investors say Facebooks leadershipZuckerberg Sandberg Andreessen Thiel and othersignored a 2012 FTC agreement and allowed massive user data misuse. The trial set to last eight days in Delaware centers on claims that Meta directors failed their duty of oversight one of the toughest allegations to prove in corporate law. Shareholders want $8B in damages to cover fines and fallout including the $5B FTC penalty from" @wallstengine on X 2025-07-14 11:00:30 UTC 71.9K followers, 8906 engagements
"US LIFTS CHIP SOFTWARE CURBS ON CHINA The US just lifted export restrictions on chip design software to China in a trade truce move. Synopsys $SNPS and Cadence $CDNS confirmed they're restoring access to Chinese customers after the Commerce Department reversed its May restrictions. Siemens EDA is also resuming China sales. This comes as China agreed to review rare earth export applications while the US cancels related curbs aiming to stabilize critical tech supply chains" @wallstengine on X 2025-07-03 06:58:18 UTC 71.6K followers, 18.2K engagements
"TRUMP: HAPPY CRYPTO WEEK WILL WORK HARD WITH SENATE & HOUSE TO GET EVEN MORE LEGISLATION PASSED" @wallstengine on X 2025-07-15 15:30:56 UTC 71.9K followers, 21.3K engagements
"FOMC MINUTES: A COUPLE OF PARTICIPANTS SAID THEY WOULD BE OPEN TO CONSIDERING A RATE CUT AS SOON AS JULY MEETING IF DATA EVOLVED AS THEY EXPECTED" @wallstengine on X 2025-07-09 18:02:19 UTC 71.8K followers, 14.3K engagements
"$KHC SELLS ITALIAN BABY FOOD BUSINESS Kraft Heinz is selling its Italian infant and specialty food brands including Plasmon Nipiol and Biaglut plus its Latina production facility to Italys NewPrinces Group. The deal is expected to close by year-end letting Kraft Heinz sharpen focus on core growth platforms like Heinz ketchup mayo and sauces across Europe" @wallstengine on X 2025-07-10 09:03:21 UTC 71.5K followers, 5576 engagements
"ASTRAZENECA $AZN CEO WANTS TO MOVE LISTING TO US: THE TIMES" @wallstengine on X 2025-07-01 14:36:56 UTC 71.8K followers, 8588 engagements
"Morgan Stanley Comments on US Tariffs on Mexico Impact to Food and Beverages Analyst comments: "Our take: In a scenario in which products covered by the USMCA free-trade agreement are not impacted and remain exempt that would mean limited impacts to our Mexico F&B coverage; If all exports were exposed (again that does not seem to be the base case here) Cuervo is likely the most exposed company while Gruma/Bimbo/Alfa could also see impacts although arguably not material. While Cuervo/Gruma/Bimbo/Alfa have relevant revenue exposure from US divisions (57%/56%/46%/19% in 2024) we think a" @wallstengine on X 2025-07-14 12:28:54 UTC 71.8K followers, 6103 engagements
"$MP ANNOUNCES TRANSFORMATIONAL DOD PARTNERSHIP MP Materials has secured a multibillion-dollar public-private partnership with the Department of Defense to accelerate U.S. rare earth magnet independence. The deal includes a $400M convertible preferred stock investment by DoD making it MPs largest shareholder plus a 10-year NdPr price floor at $110/kg and a 10-year magnet offtake agreement. MP will build its 10X magnet facility expanding U.S. magnet production to 10000 metric tons by 2028 supported by $1B in financing from JPMorgan and Goldman Sachs. CEO James Litinsky called it decisive action" @wallstengine on X 2025-07-10 10:13:54 UTC 71.9K followers, 30.7K engagements
"LIBERATION WEEK XXX $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥 Here's a final weekly heatmap of S&P 500" @wallstengine on X 2025-07-11 20:01:03 UTC 71.6K followers, 9170 engagements
"BofA: TRUMPS NEW TARIFFS REINFORCE NO FED CUTS THIS YEAR CALL Bank of America says Trumps proposed XX% tariffs on EU and Mexican importsset for Aug 1raise the U.S. effective tariff rate by 4pts adding about 30bps of stagflation risk. With inflation uncertainty rising BofA says this strengthens their out-of-consensus view that the Fed wont cut rates in 2025" @wallstengine on X 2025-07-14 20:59:06 UTC 71.9K followers, 12.3K engagements
"AWS is announcing an additional $XXX million investment in an $AMZN AWS generative AI innovation center" @wallstengine on X 2025-07-15 13:00:00 UTC 71.9K followers, 7642 engagements
"H2 KICKS OFF WITH RECORD-SETTING MOMENTUM $SPY +1.72% 🟩 $QQQ +1.48% 🟩 $DJI +2.30% 🟩 $IWM +3.60% 🟩 Here's a final weekly heatmap of S&P 500" @wallstengine on X 2025-07-03 17:02:10 UTC 71.6K followers, 9794 engagements
"ROBINHOOD $HOOD CEO VLAD ON BLOOMBERG: The goal of tokenized public stock is to let retail investors trade private company exposure tackling what he calls one of the biggest inequities in capital markets as firms stay private longer. He confirmed these tokens are structured as derivatives under EU MiCA rules backed by underlying assets held via brokers and dividend rights will be passed to holders. Lithuanias regulator has questions but hes confident the products will withstand scrutiny. He called tokenization the biggest innovation in capital markets in a decade adding US rollout may take" @wallstengine on X 2025-07-08 09:36:06 UTC 71.8K followers, 107.8K engagements
"Trump: Our Fed Rate is AT LEAST X Points too high. Too Late is costing the U.S. XXX Billion Dollars a Point PER YEAR in refinancing costs. No Inflation COMPANIES POURING INTO AMERICA. The hottest Country in the World LOWER THE RATE" @wallstengine on X 2025-07-09 14:08:17 UTC 71.9K followers, 9932 engagements
"$NVDA just closed above a $X trillion market cap for the first time ever. $MSFT is now next in line chasing that milestone" @wallstengine on X 2025-07-10 20:08:13 UTC 71.5K followers, 10K engagements
"EVERCORE: $NVDA is prepping to restart H20 GPU shipments to China with U.S. export licenses expected soon. That could unlock up to $10B in near-term revenuetied to previously written-down inventory. Those sales could come with outsized gross margins. NVDAs China revenue share has dipped from 2025% to 1015%" @wallstengine on X 2025-07-15 12:51:19 UTC 71.9K followers, 31.9K engagements
"Rosenblatt Initiates Coverage on $GTLB with Buy Rating PT $XX Analyst comments: "GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased" @wallstengine on X 2025-07-15 08:32:50 UTC 71.9K followers, 6364 engagements
"President Trump just dropped letters to the EU and Mexico saying the US will slap XX% tariffs on all their products starting August X unless they cut a deal" @wallstengine on X 2025-07-12 13:17:45 UTC 71.1K followers, 23.7K engagements
"$KC Kingsoft Cloud Q1'25 Earnings Highlights: 🔹 Adj. EPS: (RMB 0.08) (Est. RMB -0.62) 🟢 🔹 Revenue: RMB 1.97B (Est. RMB 2B) 😐; +10.9% YoY 🔹 Non-GAAP Gross Margin: XXXX% Segment Performance: 🔸 AI Gross Billing: RMB 525M; +228% YoY now XX% of Public Cloud 🔹 Public Cloud Revenue: RMB 1.35B; +14.0% YoY -XXX% QoQ 🔹 Enterprise Cloud Revenue: RMB 616.5M; +4.8% YoY -XXXX% QoQ Profitability & Expenses: 🔹 Cost of Revenue: RMB 1.65B; +11.4% YoY IDC Cost: RMB 722.8M; -XXX% YoY Depreciation/Amortization: RMB 378.5M; Up significantly YoY 🔹 Total OpEx: RMB 552.5M; -XXX% YoY +17.7% QoQ S&M: RMB" @wallstengine on X 2025-05-29 09:14:54 UTC 71.6K followers, 9704 engagements
"Trump: The Fed should cut rates by X points. Very low inflation. One trillion dollars a year would be saved" @wallstengine on X 2025-07-15 14:12:07 UTC 71.9K followers, 9219 engagements
"Trump's AI and crypto czar Sacks: We want to prohibit CBDCs. Visa $V and Mastercard $MA will be more comfortable with stablecoins" @wallstengine on X 2025-07-15 15:26:58 UTC 71.9K followers, 8347 engagements
"MISTRAL AI IN TALKS TO RAISE UP TO $X BILLION FROM MGX OTHERS" @wallstengine on X 2025-07-08 17:02:15 UTC 71.4K followers, 5771 engagements
"Apple $AAPL just rolled out its new Hearing Test and Hearing Aid features for AirPods Pro X along with sleep apnea notifications for Apple Watch in several new markets including Australia Indonesia Taiwan and Vietnam per CEO Tim Cook on X" @wallstengine on X 2025-07-15 19:05:06 UTC 71.9K followers, 8544 engagements
"France's Finance Minister Lombard: We're not far from an EU-US trade deal before August 1st. Retaliatory trade measures would hurt the EU and the US" @wallstengine on X 2025-07-16 06:34:10 UTC 71.9K followers, 6387 engagements
"$LYFT LAUNCHES IN PUERTO RICO Lyft just rolled out its rideshare service in Puerto Rico marking its latest move to expand beyond the mainland US. The company started recruiting drivers in May with $XXX bonuses for completing XX rides in San Juan within the first month. Exec VP Jeremy Bird said demand was already there with locals and tourists opening the app before service was live. App checks are up XX% since driver sign-ups began. Lyft has been growing internationally after turning profitable in 2024. It's now in Canadas XX biggest cities and plans to double its market with the Freenow" @wallstengine on X 2025-07-08 15:50:50 UTC 71.7K followers, 5566 engagements
"$LW on watch amid vague takeover chatter after JANA Partners won six board seats. JANA initially pushed for a sale. $POST was reportedly interested in Lamb Weston in the past" @wallstengine on X 2025-06-30 14:23:26 UTC 71.7K followers, 6410 engagements
"Goldman Sachs Assumes Coverage on $UPST with Sell Rating PT $XX Analyst comments: "We assume coverage of UPST from Mike Ng with a Sell rating (Unchanged) and a $XX price target implying XX% downside compared to the average -XXXX% downside for our coverage. We see UPST as a top marketplace lender and although the company did not materially outperform during the last period of consumer credit weakening we do see merit in its ability to price risk better than other marketplace lenders through sophisticated machine learning models. Nevertheless while we see UPST as well positioned to avoid" @wallstengine on X 2025-07-14 09:58:27 UTC 71.8K followers, 9083 engagements
"Per NYT Trump has drafted a letter to fire Fed Chair Powell and showed it to House Republicans asking if he should go through with it. No final decision yet but he's seriously considering it" @wallstengine on X 2025-07-16 15:33:18 UTC 71.9K followers, 8832 engagements
"UBS GLOBAL RESEARCH RAISES CHINA'S 2025 GDP GROWTH FORECAST TO XXX% VS PRIOR FORECAST OF 4%" @wallstengine on X 2025-07-16 08:45:04 UTC 71.9K followers, 11.1K engagements
"$NKE NAMES NEW CONVERSE CEO Jared Carver is stepping down as Converse CEO after XX years. Hell be replaced by Aaron Cain a 21-year Nike veteran and current VP of Global Mens. Cain will take over by the end of July as Nike continues its business realignment" @wallstengine on X 2025-07-11 09:34:13 UTC 71.1K followers, 6445 engagements
"$AAPL TAPS TATA FOR IPHONE & MACBOOK REPAIRS IN INDIA Apples handing over its India device repair biz to Tata replacing Wistrons unit. Repairs will now run from Tatas Karnataka campus. With India iPhone sales hitting 11M last year the move deepens Apples bet on India as both a market and supply chain hub Reuters" @wallstengine on X 2025-06-05 10:40:35 UTC 71.5K followers, 5734 engagements
"$LMT SENATE PANEL BACKS XX F-35'S FOR AIR FORCE IN FY26 PROPOSAL" @wallstengine on X 2025-07-11 14:08:51 UTC 71.9K followers, 7806 engagements
"BofA Securities Reiterates Buy Rating on $CHWY Maintains PT at $XX Analyst comments: "Vet Care & Pharmaceuticals is a $40bn market per the APPA making pet care the second-largest expense for owners after Food & Treats. We expect growth to accelerate in 26/27 on improving pet adoption trends and as pets adopted during COVID enter senior years trends that Chewy is well-positioned to capitalize upon with a growing veterinary practice and leading Pharmacy share. Based on our estimates for CVC locations to ramp and customer penetration to increase for Pharmacy we see potential for $1bn+ in revenue" @wallstengine on X 2025-07-15 10:17:26 UTC 71.9K followers, 7137 engagements
"JUNE U.S. INFLATION DATA: PPI XXX% YoY (Est. 2.6%) PPI X% MoM (Est. 0.3%) PPI Core XXX% YoY (Est. 2.8%) PPI Core X% MoM (Est. 0.3%)" @wallstengine on X 2025-07-16 12:30:26 UTC 71.9K followers, 36.5K engagements
"Fox reports Defense Secretary Pete Hegseth has issued sweeping new orders to ramp up drone production and deployment aiming to fast-track capabilities across the military. - FOX $RCAT $PDYN $ACHR" @wallstengine on X 2025-07-10 20:14:10 UTC 71.3K followers, 21.8K engagements
"NVIDIA $NVDA is bringing AI supercomputer manufacturing to the U.S. for the first time. Blackwell chip production is already underway at TSMCs Arizona fabs. Meanwhile new supercomputer plants are being set up with Foxconn in Houston and Wistron in Dallasmass production expected to scale over the next 1215 months. Over the next few years NVIDIA says it could produce up to $500B worth of AI infrastructure in the U.S. through key partnerships with TSMC Foxconn Wistron Amkor and SPIL" @wallstengine on X 2025-04-14 13:12:49 UTC 71.5K followers, 25.8K engagements
"Edgewater: For $MU and $SNDK demand and pricing in 1H25 are coming in better but 2H25 is expected to be softer than usual with a downward bias" @wallstengine on X 2025-07-14 10:44:02 UTC 71.9K followers, 7849 engagements
"BWG Global turned less positive on Chipotle $CMG after "mixed" channel checks. They cited macro pressures with weaker sales plans transactions and ticket trends in Q2" @wallstengine on X 2025-07-07 13:08:44 UTC 71.6K followers, 7377 engagements
"Wells Fargo Maintains Overweight Rating on $MSFT Raises PT to $XXX from $XXX Analyst comments: "Azure growth still capacity constrained expect FQ4 upside: While not necessarily expecting a repeat of MSFT's 300bps Azure beat in FQ3 upbeat partner feedback to us suggests upside to 3435% guide given robust core + AI demandfurther building on last quarter's 'accelerated growth' in Enterprise & improved scale motions. Also note continued capacity constraints could present 4Q upside if brought online faster. Expect similar mid-30s constant currency guide for FQ1 aligned with 'beyond June'" @wallstengine on X 2025-07-15 10:07:30 UTC 71.9K followers, 5845 engagements
"OCEANEERING LANDS $80$90M ROV SERVICES DEAL IN ANGOLA $OII has been awarded a 3-year contract by Esso Exploration Angola (an ExxonMobil affiliate) to support offshore operations in Block XX. The deal which began July X is expected to bring in $80M$90M in revenue. The work includes ROV services IWOCS systems subsea inspections hydrate remediation and more. Oceaneering called the renewal a key win in a strategic region reinforcing its position in Angolas offshore sector" @wallstengine on X 2025-07-14 12:10:00 UTC 71.8K followers, 6735 engagements
"Following China AI resumption BofA sees $AMD shipping $400$600M per quarter in data center GPUs through 2H 2025 and into 2026 adding $1B to its $66.5B forecast for 2025 and $2B to 2026's $9.510B consensus. They highlight stronger-than-expected MI355X pricing at $2025K server CPU share gains and potential upside from MI400 in 2026. New price target: $XXX based on 31x CY26E EPS" @wallstengine on X 2025-07-15 16:10:12 UTC 71.9K followers, 12.7K engagements
"BANK OF AMERICA $BAC CEO: WE FEEL PRETTY GOOD ABOUT THE OUTLOOK FOR INVESTMENT BANKING IN THE SECOND HALF WE EXPECT TO SEE LOAN GROWTH IN A MID-SINGLE-DIGIT PERCENTAGE THE CONSUMER IS STILL SPENDING MORE SUPPORTED BY EMPLOYMENT WAGES" @wallstengine on X 2025-07-16 11:40:05 UTC 71.9K followers, 8292 engagements
"Thiel-backed $ATAI Life Sciences is planning to fully acquire UK-based Beckley Psytech in an all-stock deal valuing Beckley at around $XXX million per Bloomberg. Atai will rename the combined firm Atai Beckley and raise $30M from Adage Capital and Ferring Ventures. Deal hinges on mid-2025 trial results for Beckleys intranasal depression treatment" @wallstengine on X 2025-06-02 11:15:18 UTC 71.7K followers, 8162 engagements
"Novartis $NVS just lost its bid to block MSNs generic version of Entresto. A Delaware judge ruled they failed to prove infringement at trial" @wallstengine on X 2025-07-11 15:35:29 UTC 71.4K followers, 7477 engagements
"Cantor Fitzgerald Reiterates Overweight Rating on $KTOS Maintains PT at $XX Analyst comments: "We arrive at our $XX PT for KTOS by taking a weighted average of two approaches: EV/EBITDA (50%) and EV/Revenue (50%) vs. FY27E estimates. While valuation screens as a stretch vs. comps as well as historical levels we think KTOS catalyst pipeline of X-58 scaling as well as microwave electronics and munitions opportunities are likely to push the name above historical bounds and towards Space-like levels (50100x EBITDA on FY3). However unlike Space names that may have headwinds to longer-term cash" @wallstengine on X 2025-07-15 10:59:04 UTC 71.9K followers, 6062 engagements
"At SoftBank World Son and Altman agreed there's no ceiling to how far AI can scale. Altman said when AI gets cheaper usage jumpscut cost by 10x and people want it 30x more. Sons planning to deploy X billion AI agents inside SoftBank this year and is building an OS just for them. SoftBanks now spending $3B a year on OpenAI services and may invest up to $30B more depending on OpenAIs structure changes. Both are betting big on scale with Son also tied to the $500B Stargate project with Altman to build U.S. data centers" @wallstengine on X 2025-07-16 06:45:28 UTC 71.9K followers, 6974 engagements
"SHARPLINK GAMING $SBET ACQUIRES 10000 ETH DIRECTLY FROM THE ETHEREUM FOUNDATION: GNW" @wallstengine on X 2025-07-11 12:01:19 UTC 71.9K followers, 44.9K engagements
"US TREASURY SECRETARY BESSENT: I EXPECT TO MEET CHINESE COUNTERPART IN NEXT FEW WEEKS" @wallstengine on X 2025-07-15 11:11:23 UTC 71.9K followers, 8439 engagements
"JPMorgan Upgrades $SLM to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "We upgrade SLM Corp. to Overweight given a higher originations outlook from the Grad PLUS opportunity. We increase our originations estimates in 2027 on the potential Grad PLUS opportunity as we believe the OBBBAs elimination of the Grad PLUS program could result in an incremental $XXX billion to $XXX billion of originations for SLM. This translates into accretive gain on sale income and could drive upside to share repurchases and EPS. We expect upside from the Grad PLUS opportunity to offset" @wallstengine on X 2025-07-11 07:17:49 UTC 71.1K followers, 7191 engagements
"Citi Raises $TTD PT to $XX from $XX Maintains Buy Rating Adds 90-Day Upside Catalyst Watch Analyst comments: "We ran a media buyer survey and came away incrementally positive on The Trade Desks leadership position. While Amazon DSP did show well in a more competitive environment The Trade Desks strength stands out and there was solid support for Kokai. Our survey found The Trade Desk to be the clear market share leader and best performing DSP across key qualities including inventory and data. With take-rates not the most critical consideration for advertisers (ranked fourth) this reads" @wallstengine on X 2025-07-01 08:39:18 UTC 71.3K followers, 11.6K engagements
"NVIDIA $NVDA CEO is set to meet with Chinese officials next week as the company aims to unveil a new AI processor for China by September that complies with US export controls per Financial Times" @wallstengine on X 2025-07-09 17:23:04 UTC 71.6K followers, 9415 engagements
"OpenAI will begin using $GOOGL Cloud infrastructure for ChatGPT and its API in several countries including the U.S. Japan the Netherlands Norway & the UK. While $msft remains a key partner OpenAI has added Google CoreWeave & Oracle to help meet rising compute demands-CNBC" @wallstengine on X 2025-07-16 19:44:42 UTC 71.9K followers, 18.5K engagements
"$HIMS APP DOWNLOADS DECLINE Y/Y FOR FIRST TIME Morgan Stanleys Alphawise data shows a notable slowdown for Hims & Hers in Junemonthly app downloads fell year-over-year for the first time and web traffic rose just X% the weakest growth since March 2024" @wallstengine on X 2025-07-14 10:23:19 UTC 71.9K followers, 26.1K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.26% 🟩 $QQQ +0.09% 🟩 $DJI +0.37% 🟩 $IWM +0.60% 🟩" @wallstengine on X 2025-07-16 13:30:40 UTC 71.9K followers, 16.5K engagements
"Boyd Gaming $BYD is selling its X% stake in FanDuel to Flutter $FLUT for $1.755B cash. The deal closes Q3 2025 with proceeds going toward debt reduction. Boyd will get fixed fees from FanDuels mobile betting in X states through 2038 and expects its online segment to generate $50-55M op income and Adj. EBITDAR in 2025" @wallstengine on X 2025-07-10 20:49:59 UTC 71.9K followers, 7185 engagements
"Stellantis $STLA ends hydrogen fuel cell program will no longer launch hydrogen-powered Pro One vehicles this year. Hydrogen van production in France & Poland has stopped. Co. is exploring alternatives for Symbio with partners but staffing and site operations wont be affected" @wallstengine on X 2025-07-16 06:10:55 UTC 71.9K followers, 6779 engagements
"$JD founder Richard Liu says the company lost its way over the past five years calling it the "darkest period" in JDs history. Now hes leading a turnaround with plans to enter food delivery travel and Europes e-commerce market by 2026. Liu is taking on Meituan and Alibaba with steep subsidies new hotel and flight booking services and JDs logistics strength. About XX% of new food delivery users are converting to JDs e-commerce platform per Liu. Hell shift focus to global growth while CEO Sandy Xu runs domestic operations" @wallstengine on X 2025-06-18 08:34:02 UTC 71.1K followers, 11.8K engagements
"$BLK BlackRock Q2'25 Earnings Highlights 🔹 Revenue: $5.42B (Est. $5.46B) 🟡; UP +13% YoY 🔹 Adj EPS: $XXXXX (Est. $10.91) 🟢; UP +16% YoY 🔹 AUM: $12.53T; UP +18% YoY 🔹 Total Net Flows: $68B; DOWN -XX% YoY 🔹 Long-Term Net Flows: $46B; DOWN -XX% YoY Segment / Revenue Breakdown 🔹 Base Fees: $4.28B; UP +15% YoY 🔹 Securities Lending Revenue: $171M; UP +11% YoY 🔹 Tech Services & Subscription Revenue: $499M; UP +26% YoY 🔹 Performance Fees: $94M; DOWN -XX% YoY 🔹 Distribution Fees: $320M; UP +1% YoY Other Key Q2 Metrics: 🔹 Net Income (Adj.): $1.88B; UP +21% YoY 🔹 Operating Income (Adj.):" @wallstengine on X 2025-07-15 10:04:20 UTC 71.9K followers, 16.1K engagements
"Oppenheimer Raises $TLN PT to $XXX from $XXX - Outperform Analyst comments: "An upsized Susquehanna/AWS PPA the opportunity to sign a data center deal at Montour and the potential for M&A give us confidence that Talen Energy shares can trade higher. The upsized PPA adds approximately $XX per share of incremental value (on top of the original $XX per share) and a Montour deal could add another $XX per share-plus of value. Separately M&A activity in PJM remains robust (e.g. NRG/LS Power) and TLN could participate as a way to expand generation capacity. Additionally the 2026/2027 PJM BRA" @wallstengine on X 2025-07-11 10:06:08 UTC 71.1K followers, 6915 engagements
"Nvidia $NVDA generated $3.6M in revenue and nearly $2M in net income per employee last yearmore than any Big Tech company" @wallstengine on X 2025-03-13 19:14:51 UTC 71.6K followers, 58.4K engagements
"TRUMP: JUST MADE A TRADE DEAL WITH VIETNAM" @wallstengine on X 2025-07-02 14:27:22 UTC 71.5K followers, 15.3K engagements
"$COST JUNE SALES UP X% Costco reported June net sales of $26.44B up X% from last year. Comparable sales rose XXX% with U.S. comps +4.7% Canada +6.7% and international +10.9%. E-commerce grew 11.5%. Adjusted for gas and FX total comps were +6.2%. Costco now runs XXX warehouses globally" @wallstengine on X 2025-07-09 20:17:55 UTC 71.4K followers, 13.4K engagements
"Goldman Sachs analyst Christine Cho upgraded McDonald's $MCD from Neutral to Buy with a price target of $345.00" @wallstengine on X 2025-07-10 09:15:29 UTC 71.5K followers, 5730 engagements
"Goldman Sachs $GS has posted the best stock-trading quarter in Wall Street history raking in $4.3B in Q2 equities revenue$600M above estimates and topping last quarter by $100M" @wallstengine on X 2025-07-16 14:10:19 UTC 71.9K followers, 10.5K engagements
"$GRRR IS NOW AN $NVDA SOLUTION PARTNER - Website" @wallstengine on X 2025-07-09 18:09:54 UTC 71.6K followers, 26.9K engagements
"OpenAI just clarified that these so-called OpenAI tokens are NOT equity in the co. They said they have no partnership with $HOOD werent involved and do not endorse this. Any transfer of actual OpenAI equity needs their approval and they did NOT approve anything" @wallstengine on X 2025-07-02 20:09:39 UTC 71.4K followers, 45K engagements
"Culper Research just released a negative report on $APP calling out undisclosed Chinese ownership questionable stock pledges and ties to CCP-linked individuals. They allege that Chinese national Hao Tang has held a significant stake in AppLovin through offshore entities despite CEO claims that Chinese investors were cleared out years ago. Culper also says AppLovin quietly signed deals in January with two Chinese AdTech firmsBlueFocus and eClickTechdespite publicly denying any operations in China. The firm believes these issues raise not just investor concerns but potential national security" @wallstengine on X 2025-06-12 15:19:35 UTC 71.6K followers, 15.8K engagements
"TRUMP ADMIN PREPARES ACTION TARGETING CHIP PLANTS IN CHINA - WSJ The U.S. is considering revoking waivers that let Samsung SK Hynix and $TSM use U.S. tech in their Chinese chip plants without individual licenses. The move is part of a broader tech crackdown" @wallstengine on X 2025-06-20 14:44:59 UTC 71.4K followers, 28.2K engagements
"$NVDA TO RESUME H20 CHIP SALES TO CHINA NVIDIA says it expects to restart H20 GPU shipments to China after the U.S. government assured licenses will be granted. CEO Jensen Huang met with President Trump and U.S. officials this month reaffirming support for U.S. AI leadership and job creation. Huang also unveiled a new fully compliant RTX PRO GPU for China and confirmed that the company is now filing applications to sell the H20 again. Huang called open-source AI a fundamental resource and said every civil model should run best on the U.S. technology stack" @wallstengine on X 2025-07-15 06:30:29 UTC 71.9K followers, 9006 engagements
"Approximately XX% of the S&P XXX $SPY companies' total revenue comes from outside the United States" @wallstengine on X 2025-07-15 17:02:44 UTC 71.9K followers, 7390 engagements
"BYTEDANCE DEVELOPING MIXED REALITY GOGGLES ByteDance is working on lightweight mixed reality goggles per The Information signaling its not done with AR/VR despite prior setbacks. The device part of a longer-term effort code-named Swan follows a similar path to $META's mixed reality push with Metas version expected in 2027. ByteDances Pico unit had previously pulled back after canceling its Pico X headset but this new move shows the company is staying in the game" @wallstengine on X 2025-07-14 16:38:48 UTC 71.9K followers, 18.2K engagements
"TRUMP SET TO SIGN ORDER OPENING UP 401(K)S TO PRIVATE MARKETS: WSJ The move would push the Labor Dept and SEC to guide employers on allowing private equity and credit in retirement plans. With $12.4T in defined- contribution assets firms like Blackstone and Apollo could tap into massive retail flows as pension money hits limits. Some companies already offer small allocations but legal risk over fees has kept most on the sidelines" @wallstengine on X 2025-07-15 22:13:43 UTC 71.9K followers, 27.2K engagements
"MERCK $MRK NEARS $10B DEAL FOR RESPIRATORY DRUGMAKER VERONA: FT" @wallstengine on X 2025-07-09 08:14:45 UTC 71.8K followers, 9873 engagements
"MOBILEYE $MBLY PRELIM 2Q ADJ. REV. $502M TO $506M EST. $465.9M" @wallstengine on X 2025-07-08 20:13:01 UTC 71.5K followers, 12.7K engagements
"Autodesk $ADSK has reportedly walked away from a potential acquisition of $PTC according to Bloomberg. The cash-and-stock deal wouldve ranked among the years largest with PTC valued at $23.2B and Autodesk at $60B. In a new filing Autodesk didnt mention PTC by name but said it remains focused on organic growth smaller tuck-in deals and share buybacks" @wallstengine on X 2025-07-14 12:34:07 UTC 71.7K followers, 6654 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ +0.06% 🟩 $DJI -XXXX% 🟥 $IWM +0.70% 🟩" @wallstengine on X 2025-07-08 20:01:01 UTC 71.6K followers, 9999 engagements
"Trump asked GOP lawmakers if he should fire Fed Chair Jerome Powell sources say - CBS" @wallstengine on X 2025-07-16 14:55:47 UTC 71.9K followers, 13.6K engagements
"$NVDA CEO: HUAWEI IS A VERY GREAT TECHNOLOGY COMPANY. I REALLY WANT TO BUY A XIAOMI CAR. THE OPENNESS OF DEEPSEEK MADE IT POSSIBLE FOR EVERY COUNTRY AND EVERY INDUSTRY TO ENGAGE WITH AI" @wallstengine on X 2025-07-16 08:04:46 UTC 71.9K followers, 9749 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.10% 🟩 $QQQ +0.19% 🟩 $DJI -XXXX% 🟥 $IWM +0.39% 🟩" @wallstengine on X 2025-07-08 13:31:05 UTC 71.6K followers, 16.3K engagements
"An ITC judge just ruled that Insta360 infringed on GoPros $GPRO design patents for its HERO camera along with patents for its HyperSmooth video stabilization tech. GoPro said it welcomes fair competition but will protect its IP when needed. The final determination on all claims is expected by November 10" @wallstengine on X 2025-07-11 10:43:21 UTC 71.8K followers, 7784 engagements
"Citis Steven Zaccone is sticking with his Buy rating and $XXX price target on $BOOT Barn after the companys latest 8-K revealed strong sales momentum. Same-store sales are up +10.1% quarter-to-date through the first X weeks an acceleration from the +9% trend reported on May XX. Thats well ahead of BOOTs own 1Q guidance of +4.06.0% and Street consensus of +5.8%. Zaccone says this update supports his earlier view that FY26 guidance was significantly conservative and that the setup for a beat-and-raise in July is looking solid" @wallstengine on X 2025-06-03 09:30:44 UTC 71.7K followers, 6069 engagements
"TD Cowen Upgrades $HII to Buy from Hold Sets PT at $XXX Analyst comments: "(1) Eventual margin upside is sizable Huntington Ingalls' (HII) shipbuilding margin troughed at XXX% in 2024 dragged by post-COVID struggles such as attrition low productivity and cost overruns on fixed-price contracts reminiscent of the post-Katrina nadir. Management asserts that 9-10% ship margin is realistic as COVID-impacted boats drop as a percentage of mix. This margin target is plausible perhaps by 2029 given HII's post-Katrina history (9% average over 2013-2020; XXXX% peak in 2016) the Navy's willingness to" @wallstengine on X 2025-07-10 09:46:22 UTC 71.8K followers, 5238 engagements
"TRUMP: XX% COPPER IMPORT TARIFF TO INCLUDE REFINED METAL" @wallstengine on X 2025-07-11 22:44:38 UTC 71.1K followers, 14.1K engagements
"STARBOARD BUILDS X% STAKE IN $TRIP Activist investor Starboard Value has taken a stake of over X% in Tripadvisor worth around $160M making it one of the companys top shareholders per WSJ. Tripadvisor shares are down XX% this past year to a $1.8B market cap after rejecting takeover offers as high as $30/share in early 2024. Starboards plans for TRIP remain unclear" @wallstengine on X 2025-07-03 07:18:40 UTC 71.1K followers, 9043 engagements
"LUTNICK: COPPER TARIFF TO BE PUT IN PLACE LATER JULY OR AUG 1" @wallstengine on X 2025-07-08 18:07:19 UTC 71.1K followers, 7587 engagements
"$NB Niobium is on the U.S. critical minerals list because the country imports almost XXX% of its supply. Its an essential metal used for lighter car bodies efficient turbines missile casings solid-state battery anodes and hypersonic systems. Right now Brazils CBMM controls about 75-80% of the worlds production from its Arax mine. The only other major producer is CMOCs Niobec mine in Qubec with China and a few African operations making up the rest" @wallstengine on X 2025-07-10 19:05:39 UTC 71.4K followers, 10.7K engagements
"$ETN TEAMS UP WITH $NVDA TO POWER AI DATA CENTERS: Eatons developing 800V HVDC power systems for NVIDIAs next-gen Rubin Ultra GPU racks aiming to handle 1MW+ setups. Its part of a push to modernize data center power infrastructure as global capex is expected to top $1T by 2029" @wallstengine on X 2025-07-15 11:55:15 UTC 71.9K followers, 8140 engagements
"$GEO shares are moving higher on retail volume after the Big Beautiful Bill was officially signed into law. Some reports suggest it includes around $145B for immigration and border enforcement with $45B allocated to build and operate immigrant detention facilities" @wallstengine on X 2025-07-07 10:35:03 UTC 71.3K followers, 6953 engagements
"White House Official on Firing Fed: The President asked lawmakers how they felt about firing the Fed Chair. They expressed approval for firing him. The President indicated he likely will soon. - CNBC" @wallstengine on X 2025-07-16 15:35:44 UTC 71.9K followers, 19.9K engagements
"U.S. online sales across all retailers hit $24.1B during the 4-day $AMZN Prime Day period ending July XX up XXXX% from the same stretch last year per Adobe. That beat the XXXX% growth estimate. Amazon says it was the biggest Prime Day run ever with strong demand for Alexa devices Ring doorbells and other house-brand products. Most shoppers stuck to essentialstwo-thirds of items sold were under $XX and the average household spent $XXX according to Numerator. Source: Adobe Numerator Amazon" @wallstengine on X 2025-07-14 11:18:37 UTC 71.9K followers, 98.1K engagements
"$TKO WWE is teaming up with Fanatics Betting and Gaming to launch exclusive WWE-themed online casino games in the U.S. rolling out in Michigan New Jersey Pennsylvania and West Virginia at the end of Julyjust in time for SummerSlam" @wallstengine on X 2025-07-15 16:46:11 UTC 71.9K followers, 6129 engagements
"NANCY PELOSI EXERCISES BROADCOM CALL OPTIONS Nancy Pelosi exercised 20000 call options on $AVGO with a strike price of $XX. These were purchased back on June XX 2024 and exercised on June XX 2025. The transaction value is reported between $X million and $X million" @wallstengine on X 2025-07-10 13:29:32 UTC 71.9K followers, 12.2K engagements
"UBS: TRUMP LIKELY TO "TACO" ON TARIFFS GOLD A HEDGE FOR POLICY RISK UBS sees Trumps XX% EU tariff threat as a tactic not a done dealexpecting a trade agreement or deadline extension before Aug X. Base case: U.S. effective tariff rate settles near XX% letting the S&P XXX continue rising. No major fallout expected with Mexico but UBS still recommends using market volatility to build equity exposure and buying gold as a hedge against lingering policy risk" @wallstengine on X 2025-07-14 21:51:47 UTC 71.9K followers, 11.9K engagements
"Citi Reiterates Buy Rating on $ANET Maintains PT at $XXX Analyst comments: "We are opening a positive catalyst watch on Arista as we believe shares will outperform with positive revisions to the companys 2H outlook. Arista is expected to provide September-quarter guidance and an updated FY25 outlook when the company reports June-quarter results. Specifically we anticipate an increase to the companys outlook for XX% topline growth year-over-year to drive upward revisions to 2H consensus for XX% topline growth year-over-year. We view resilient hyperscale data center capex spending and an" @wallstengine on X 2025-07-14 09:56:08 UTC 71.9K followers, 8875 engagements
"DOJ has reportedly closed its investigation into Polymarket marking a win for crypto-based prediction markets under President Trump. - Bloomberg" @wallstengine on X 2025-07-15 15:10:30 UTC 71.9K followers, 6416 engagements
"Wendys $WEN is expanding into Italy and Armenia with deals to open XXX new restaurants by 2035. The company plans XXX locations in Italy starting with two in Milan by mid-2026 and XX in Armenia with the first opening in Yerevan. Wendys aims to hit 2000 international units by 2028" @wallstengine on X 2025-07-15 11:05:36 UTC 71.9K followers, 6260 engagements
"Chicago Fed President Austan Goolsbee says Trumps latest tariffs including XX% on Canada and XX% on Brazil starting Aug X have clouded the inflation outlook making rate cuts harder to support. Inflation rose XXX% in May near the Feds X% goal but Goolsbee says tariffs are throwing more dirt back in the air" @wallstengine on X 2025-07-11 19:13:37 UTC 71.4K followers, 10.5K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.38% 🟩 $QQQ +0.40% 🟩 $DJI +0.38% 🟩 $IWM +0.49% 🟩" @wallstengine on X 2025-07-09 13:30:46 UTC 71.6K followers, 17.1K engagements
"TRUMP ON TIKTOK SALE: We have a buyer a group of very wealthy people he told Fox News hinting names could be revealed in X weeks. Chinas approval needed. ByteDances divestment deadline is mid-September & markets still have no conviction on who the buyer will be" @wallstengine on X 2025-06-30 16:03:31 UTC 71.6K followers, 22.8K engagements
"$BAC Bank of America Q2'25 Earnings Highlights 🔹 Revenue: $26.5B (Est. $26.6B) 🟡; +4% YoY 🔹 EPS: $XXXX (Est. $0.85) 🟢; +7% YoY 🔹 NII: $14.67B (Est. $14.59B) 🟢; +7% YoY Guidance: 🔸 Expects to deliver operating leverage in H2 2025 🔸 Reaffirmed Q4 Net Interest Income outlook: $15.5B$15.7B Consumer Banking 🔹 Revenue: $10.8B; UP +6% YoY 🔹 Net Income: $3.0B 🔹 Average Loans: $319B; UP +2% YoY 🔹 Credit/Debit Card Spend: $244B; UP +4% YoY 🔹 Consumer Investment Assets: $540B; UP +13% YoY Global Wealth & Investment Management (GWIM) 🔹 Revenue: $5.94B (Est. $5.96B)🟡; UP +7% YoY 🔹 Net" @wallstengine on X 2025-07-16 10:51:49 UTC 71.9K followers, 9050 engagements
"$KVUE NAMES INTERIM CEO LAUNCHES STRATEGIC REVIEW Kenvue has named board member Kirk Perry as interim CEO replacing Thibaut Mongon who stepped down. The companys also kicking off a strategic review to boost shareholder value with Centerview and McKinsey advising. Preliminary Q2 results show net sales down X% organic sales off XXX% and adjusted EPS between $0.28$0.29. Full results are due August 7" @wallstengine on X 2025-07-14 10:48:15 UTC 71.6K followers, 8639 engagements
"Rubrik $RBRK is expanding its AWS support with new data protection for Amazon $AMZN DynamoDB and enhanced cyber resilience for RDS PostgreSQL. The update brings centralized backup management storage-efficient snapshots and immutable protection across regionsdesigned for cost-effective cloud resilience" @wallstengine on X 2025-07-15 12:16:46 UTC 71.9K followers, 8211 engagements
"$STZ BRANDS Q2 SALES DROP X% ON SOFTER DEMAND Constellation Brands reported profit of $516M down from $877M last year with EPS at $XXXX vs $XXXX. Adjusted EPS came in at $XXXX missing estimates. Net sales fell X% to $2.52B below expectations as beer sales dipped X% and wine & spirits plunged 28%. The company cut its FY EPS outlook to $12.07-$12.37 from $12.33-$12.63 citing weaker spending especially among Hispanic consumers. Beer sales are expected to be flat to up X% this year" @wallstengine on X 2025-07-02 08:02:19 UTC 71.5K followers, 6956 engagements
"The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC" @wallstengine on X 2025-07-15 17:30:12 UTC 71.9K followers, 17.1K engagements
"Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block" @wallstengine on X 2025-06-12 20:15:32 UTC 71.8K followers, 11.8K engagements
"Raymond James Upgrades $DASH to Strong Buy from Outperform Raises PT to $XXX from $215; 'Underpromise Over-Deliveroo' Analyst comments: "We upgrade DoorDash to Strong Buy following a bottom-up merger analysis and believe the synergy potential with Deliveroo (ROO) is underappreciated. RJ forecasts mid-teens EBITDA accretion in 2026 and high-teens in 2027 which lowers the 2027E EV/EBITDA multiple by X turns and equates to an EV/E/G multiple 1x. We see an attractive $XXX target price scenario ($350 bull) provided: 1) untapped ROO synergies 2) a seemingly growing emphasis on advertising (recent" @wallstengine on X 2025-06-23 10:06:09 UTC 71.5K followers, 15.7K engagements
"Mark Zuckerberg says $META plans to invest hundreds of billions of dollars into compute to build superintelligence. Meta has the capital from our business to do investment & is focused on building the most elite & talent-dense team in the industry" @wallstengine on X 2025-07-14 15:05:51 UTC 71.9K followers, 13.5K engagements
"Today's Key Events (All EST) 07/16/2025 00:00: $NVDA CEO Huang Media Briefing (Tentative) 07:00: US MBA Mortgage Applications 08:00: Fed's Barkin 08:30: US PPI 09:15: US Industrial Production 09:15: Fed's Hammack 10:00: Fed's Barr 14:00: Fed's Beige Book 17:30: Fed's Williams Before Open 👇 01:00: $ASML 06:00: Commerce Bancshares $CBSH 06:00: M&T Bank $MTB 06:20: Johnson & Johnson $JNJ 06:30: PNC Financial Services $PNC 06:30: First Horizon $FHN 06:45: Bank of America $BAC 07:30: Goldman Sachs $GS 07:35: Morgan Stanley $MS 08:00: Prologis $PLD 08:20: Progressive $PGR After Hours 👇 04:00:" @wallstengine on X 2025-07-16 05:20:47 UTC 71.9K followers, 12.3K engagements
"GRABAGUN: DONALD TRUMP JR TO JOIN BOARD RING NYSE OPENING BELL" @wallstengine on X 2025-07-15 19:37:01 UTC 71.9K followers, 18.8K engagements
"Morgan Stanley Raises $AMZN PT to $XXX (Street High) from $XXX - Overweight; Top Pick Analyst comments: "We raise our 2026/2027 EPS estimates by 9%/6% for lower tariffs with $X of 2026 EPS returning as our base case. Anthropic Azure's GenAI and non-GenAI strength as supply eased and our CIO survey give us more conviction in AWS acceleration ahead. We raise our price target to $XXX (35% upside) and set a $XXX bull case (60% upside). Amazon remains our top pick. The macro backdrop has significantly improved since mid-April when we published Amazon Inc: Analyzing X Factors of Uncertainty and" @wallstengine on X 2025-07-11 11:09:16 UTC 71.6K followers, 42.6K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.44% 🟩 $QQQ +0.72% 🟩 $DJI unch $IWM +0.35% 🟩" @wallstengine on X 2025-07-15 13:30:41 UTC 71.9K followers, 19K engagements
"Transocean $RIG has secured $199M in new contracts and extensions boosting its backlog to $7.2B. Deals include work in Australia Norway Ivory Coast and Brazil with dayrates ranging from $361K to $540K. The company operates XX rigs focused on deepwater and harsh environment drilling" @wallstengine on X 2025-07-16 20:29:03 UTC 71.9K followers, 6091 engagements
"$PENN ENTERS DEAL WITH US EDUCATION DEPT ON TITLE IX RESOLUTION" @wallstengine on X 2025-07-01 20:14:43 UTC 71.6K followers, 9770 engagements
"Mizuho Upgrades $PLTR to Neutral from Underperform Raises PT to $XXX from $XXX Analyst comments: "PLTRs recent execution and momentum is stunning including material upward revisions across its commercial and government segments that we very much underestimated. We also believe PLTR has a legitimate chance to accelerate revenue growth for a 5th consecutive quarter when reporting 2Q results in early August. That said we are equally stunned by the multiple that PLTR has attained which places its valuation dramatically above anything else in software. While we continue to worry that the shares" @wallstengine on X 2025-07-16 09:35:27 UTC 71.9K followers, 10.7K engagements
"Standard Chartered becomes the first global bank to offer spot trading in Bitcoin and Ethereum to institutional clients through its UK branch. Clients can trade $BTC and $ETH via familiar FX interfaces with regulated settlement and access to Zodia custody" @wallstengine on X 2025-07-15 08:20:25 UTC 71.9K followers, 6470 engagements
"$UBS HIRES NEW AMERICAS M&A HEAD UBS has tapped Taylor Henricks from Morgan Stanley as its new Head of M&A for the Americas. Henricks who led tech M&A at Morgan Stanley will also head tech M&A at UBS. He starts in October based in Menlo Park" @wallstengine on X 2025-07-01 17:40:02 UTC 71.8K followers, 7973 engagements
"CITI ON CPI: 'SHOULD KEEP FED OFFICIALS CONFIDENTLY ON TRACK TO RESUME POLICY RATE REDUCTIONS IN SEPTEMBER' "Citis view Todays inflation report is the fourth consecutive softer monthly reading and should keep Fed officials confidently on track to resume policy rate reductions in September. Details have us tracking stronger XXXX% MoM core PCE but this reflects temporary strength in dental services and a rebound in portfolio management fees which should not be concerning to Fed officials after three sub-target monthly annualized readings." "We will have a better read on core PCE after the" @wallstengine on X 2025-07-15 14:26:09 UTC 71.9K followers, 27.9K engagements
"Tesla $TSLA just opened orders for the Model Y in India starting at $69700 for the RWD and $79000 for the LR RWDnearly double US pricing due to steep tariffs. Deliveries begin this quarter. FSD add-on costs another $7K" @wallstengine on X 2025-07-15 07:32:32 UTC 71.9K followers, 9676 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ unch $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-14 13:30:43 UTC 71.9K followers, 18.6K engagements
"$PSN SELECTED FOR DUBAI METRO BLUE LINE Parsons has been picked by Dubais Roads and Transport Authority as the project management consultant for the Dubai Metro Blue Line a five-year contract covering design review procurement construction supervision testing and handover. The Blue Line will run XX km with XX stations linking districts like Mirdif Dubai Silicon Oasis and Dubai Creek Harbour and is expected to handle up to 320000 passengers daily when it opens in 2029. This expands Parsons long-standing partnership with RTA after delivering major projects like the Red and Green Lines Route" @wallstengine on X 2025-07-08 10:04:29 UTC 71.4K followers, 6613 engagements
"Piper Sandler Downgrades $OSCR to Neutral from Overweight Lowers PT to $XX from $XX Analyst comments: "Our $XXXXX PT assigns an unchanged 15.0x multiple to CY27E EPS of $XXXX (previously CY26E) and discounts the result back one year at a XXXX% WACC. We remain comfortable with OSCR's CY25 guidance following a review of CY24 risk adjustment data; recent CNC and MOH announcements; and statutory filings from OSCR and competitors in key FL and GA markets. But we fear that solid CY25 execution is an insufficient catalyst to buoy the stock as time advances towards CY26. Risk-reward is softening in" @wallstengine on X 2025-07-14 10:45:11 UTC 71.8K followers, 17.1K engagements
"HEWLETT PACKARD ENTERPRISE $HPE IN COOPERATION PACT WITH ELLIOTT" @wallstengine on X 2025-07-16 12:03:42 UTC 71.9K followers, 6629 engagements
"Broadcom $AVGO has pulled out of a proposed microchip plant in Spain after talks with the government fell apart per Europa Press. The deal was expected to be worth around $1B & was part of Spains push to grow its semiconductor industry using EU recovery funds" @wallstengine on X 2025-07-14 09:15:44 UTC 71.9K followers, 10.7K engagements
"Supermicro $SMCI begins shipping 4-socket X14 servers powered by Intel Xeon X delivering up to XX% more performance. Systems support XXX cores 16TB memory and up to X GPUstargeted at AI database and enterprise workloads. Certified for SAP HANA and Oracle" @wallstengine on X 2025-07-16 13:07:50 UTC 71.9K followers, 6959 engagements
"$GRRR LANDS $NVDA PARTNERSHIP REPORTS $5.6B PIPELINE Gorilla Technology just announced it has an active global pipeline worth $XXX billion across XX opportunities and is now an official NVIDIA solutions provider. It expects to close $XXX billion in contracts by mid-2026 with deals spanning 3-15 years. The company plans a big US expansion has $XXX million in cash and is eyeing a major AI firm acquisition this quarter" @wallstengine on X 2025-07-11 12:07:25 UTC 71.5K followers, 16.1K engagements
"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production." @wallstengine on X 2024-12-02 07:30:30 UTC 71.5K followers, 20.6K engagements
"Mizuho Downgrades $CRWV to Neutral from Outperform Raises PT to $XXX from $XX Analyst comments: "CRWV yesterday announced that it has agreed to acquire Core Scientific (CORZ not covered) for approximately $X billion in an all-stock transaction. We believe this reflects good value given CRWV's ability to verticalize the infrastructure supply chain while driving significant cost synergies and enabling more financing flexibility. But while we view the deal positively overall we more broadly assess the risk/reward for CRWV as balanced following a XXX% run since its IPO just X months ago (and" @wallstengine on X 2025-07-08 10:22:55 UTC 71.6K followers, 6223 engagements
"US TRADE BALANCE ACTUAL -71.5B (FORECAST -71B PREVIOUS -61.6B)" @wallstengine on X 2025-07-03 12:32:02 UTC 71.5K followers, 8533 engagements
"JPMorgan Upgrades $BE to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "With fuel cells unexpectedly qualifying again for 48E tax credits as part of the OBBB we believe there is upside to consensus revenue and margin estimates beginning in FY26. As competing gas turbine pricing and lead times remain elevated we believe the tax credits for fuel cells can push hesitant BE customers over the finish line and expect order activity to increase accordingly. We also tactically expect BEs second quarter messaging to be relatively more upbeat than our coverage average given final" @wallstengine on X 2025-07-09 08:38:19 UTC 71.3K followers, 7004 engagements
"Raymond James Upgrades $USB to Strong Buy from Outperform Raises PT to $XX from $XX Analyst comments: "We are upgrading shares of U.S. Bancorp to Strong Buy from Outperform. We have increasing confidence that the bank will reach its targeted medium-term profitability metrics driven by 200+ basis points of positive operating leverage this year and 150+ basis points of positive operating leverage in 2026. We expect such profitability improvement to shift investor sentiment on this 'show me' story to the positive side. The Streets lack of confidence in the banks ability to reach medium-term" @wallstengine on X 2025-07-07 09:41:08 UTC 71.3K followers, 6418 engagements
"$NNE TAPS AECOM FOR UIUC PROJECT NANO Nuclear has brought on AECOM to support engineering and environmental work for its first KRONOS MMR microreactor at the University of Illinois Urbana-Champaign. The deal covers everything from site analysis to permitting as the company moves toward a construction permit application with the NRC. This marks a key step in deploying NANO's high-temp gas-cooled reactor tech. A successful install at UIUC would serve as a real-world demo and model for future rollouts" @wallstengine on X 2025-07-14 10:15:22 UTC 71.7K followers, 6533 engagements
"Ahead of $TSLA Model Y deliveries Tesla will install X charging stations each in Mumbai and Delhi and open a second store in the capital later this month. The company also plans to import from Berlin once the India-EU free trade agreement is signed" @wallstengine on X 2025-07-15 08:05:43 UTC 71.9K followers, 4637 engagements
"UBS started coverage on Frontier $ULCC at Neutral with a $X PT saying profits in 2H depend on strong 3Q RASM growth. JetBlue $JBLU was initiated at Sell with a $X PT due to downside risks despite possible 2Q beats. Alaska Air $ALK was started at Neutral with a $XX PT" @wallstengine on X 2025-07-07 10:37:22 UTC 71.5K followers, 7054 engagements
"GOOGLE $GOOGL WILL INVEST $XX BILLION IN DATA CENTERS ACROSS PENNSYLVANIA AND NEIGHBORING STATES" @wallstengine on X 2025-07-15 10:35:03 UTC 71.9K followers, 17.3K engagements
"PULTE CLAIMS POWELL IS CONSIDERING RESIGNING: Bill Pulte chairman of Fannie Mae and Freddie Mac says hes encouraged by reports that Fed Chair Jerome Powell is considering resigning calling it the right decision for America and predicting the economy will boom" @wallstengine on X 2025-07-11 19:26:00 UTC 71.9K followers, 25.3K engagements
"Trump to the Department of Energy: Drill and I mean now" @wallstengine on X 2025-06-23 13:41:25 UTC 71.6K followers, 9359 engagements
"$EOSE GETS DOE FUNDING BOOST Eos Energy just secured its second Department of Energy loan advance of $22.7M completing the first $90.9M tranche to expand U.S. zinc battery production. With rising demand from AI data centers and buy American storage markets Eos is scaling fast submitting a purchase order for its second state-of-the-art manufacturing line to back its X GWh in signed MOUs" @wallstengine on X 2025-07-01 20:12:19 UTC 71.5K followers, 20.6K engagements
"Trump on Scott Bessent as the next potenital Fed Chair:" @wallstengine on X 2025-07-16 04:53:24 UTC 71.9K followers, 7515 engagements
"CANTOR FITZGERALD NEARS $4B SPAC DEAL WITH BITCOIN PIONEER: FT" @wallstengine on X 2025-07-15 20:01:47 UTC 71.9K followers, 15.3K engagements
"Stifel Downgrades $CRWV to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "CoreWeave and Core Scientific (CORZ; covered by our KBW colleague Bill Papanastasiou) announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $XXXXX per diluted share funded via all stock through a XXXXXX fixed exchange ratio. The transaction size is to be determined at close but is estimated at approximately $X billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute" @wallstengine on X 2025-07-08 10:22:55 UTC 71.5K followers, 9383 engagements
"FERRERO NEARS $3B DEAL FOR WK KELLOGG Ferrero the Italian maker of Nutella and Ferrero Rocher is close to buying $KLG for roughly $X billion per WSJ. The deal could be finalized this week. WK Kellogg known for Froot Loops Frosted Flakes and Rice Krispies has a market cap around $1.5B plus $500M in debt. Ferrero continues its US expansion after acquiring Nestls US chocolate unit and Wells Enterprises (Blue Bunny)" @wallstengine on X 2025-07-09 20:15:05 UTC 71.8K followers, 7522 engagements
"Tradeweb $TW reported record June trading volume of $XX trillion with average daily volume up XX% YoY to $XXX trillion. Q2 total volume hit $XXXXX trillion up XX% YoY. Strength was broad with records in US Treasuries swaps high-yield credit munis European ETFs and repo" @wallstengine on X 2025-07-07 11:32:24 UTC 71.8K followers, 6746 engagements
"Stifel Raises $SBUX PT to $XXX from $XX Maintains Buy Rating Analyst comments: "With several reports indicating the company is in active talks with potential buyers of a stake in China we suspect management will provide an update on its progress in identifying potential partners and its assessment of the core strategic challenges in the market. To help investors prepare for this discussion we have prepared an overview of the current competitive landscape in China our assessment of Starbucks' market issues and potential financial scenarios for selling a stake in the business. Overall we remain" @wallstengine on X 2025-07-11 10:03:25 UTC 71.5K followers, 8087 engagements
"Shared this $BBWI idea with Discord members earlier last week. It worked out pretty well hitting the 200DMA which was our preferred target as mentioned" @wallstengine on X 2025-07-01 18:39:08 UTC 71.6K followers, 8910 engagements
"Stifel Downgrades $CRWV to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $XXXXX per diluted share funded via all stock through a XXXXXX fixed exchange ratio. The transaction size is to be determined at close but is estimated at approximately $X billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly XXX GW of gross power post-close and" @wallstengine on X 2025-07-08 07:42:17 UTC 71.6K followers, 7851 engagements
"$ADSK Autodesk Q1 Earnings Highlights 🔹 Revenue: $1.63B (Est. $1.61B) 🟢 🔹 Adjusted EPS: $XXXX (Est. $2.15) 🟢 FY Guidance (Raised): 🔹 Revenue: $6.925B$7.00B (Prev. $6.89B$6.96B; Est. $6.926B) 🟢 🔹 Adj EPS: $9.50$9.73 (Prev. $9.34$9.67; Est. $9.52) 🟢 Q2 Guidance: 🔹 Revenue: $1.72B$1.73B (Est. $1.70B) 🟢 🔹 Adjusted EPS: $2.44$2.48 (Est. $2.34) 🟢" @wallstengine on X 2025-05-22 20:14:36 UTC 71.5K followers, 9563 engagements
"$JOBY Aviation has doubled production capacity at its Marina California facility expanding it to 435500 sq. ft. and preparing to produce up to XX aircraft per year. The site will support FAA certification pilot training and aircraft maintenance. Joby is also ramping up operations in Dayton Ohio aiming to build up to XXX aircraft annually. The company now has six certified aircraft in its fleet" @wallstengine on X 2025-07-15 13:21:21 UTC 71.9K followers, 10.7K engagements
"Get readyEarnings Season is here Ill be posting the cleanest fastest earnings highlights right here 👉 @wallstengine. Make sure youre followingand share with someone wholl find it useful. We kick things off tomorrow with: $JPM $BLK $C $WFC $JBHT" @wallstengine on X 2025-07-14 21:12:01 UTC 71.8K followers, 7973 engagements
"TD Cowen Downgrades $LMT to Hold from Buy Sets PT at $XXX Analyst comments: "(1) F-35 overhangs may persist the plethora of F-35 overhangs may not clear this year. For example it is anticipated that Lockheed Martin will take until H1 2026 to fully implement its TR3 software upgrade to make F-35 aircraft combat capable which impacts cash collections. Moreover the FY26 Department of Defense (DoD) budget request pares the Air Force's expected F-35 purchase by XX aircraft and it is unknowable if Air Force F-35 purchases in future years (FY27+) will remain below previously expected levels. The DoD" @wallstengine on X 2025-07-10 09:47:40 UTC 71.4K followers, 5410 engagements
"Deutsche Bank sees about a 2pt hit to Q2 earnings growth from tariffs especially in autos and durables. This chart shows how bottom-up consensus has dropped following the tariff news and has stayed flat for 6+ weeks" @wallstengine on X 2025-07-14 09:31:06 UTC 71.7K followers, 6892 engagements
"TRUMP: US TO PAY NO TARIFFS IN INDONESIA; XX% TARIFF ON INDONESIA GOODS; WE WILL GET FULL ACCESS INTO INDONESIA" @wallstengine on X 2025-07-15 16:58:18 UTC 71.9K followers, 9555 engagements
"B. Riley on $FI: We believe FI is better positioned to monetize stablecoin adoption than most investors realize and Stablecoin players want to get into payments but companies like FI are already there" @wallstengine on X 2025-07-09 16:33:55 UTC 71.5K followers, 7087 engagements
"Barclays on $CRWV (EW PT $100): Vertical integration will strengthen CRWVs AI stack and save $500M annually by 2027. Analyst comments: "CoreWeave formally announced its intent to acquire Core Scientific $CORZ this morning in an all-stock transaction. We are constructive around the opportunity to vertically integrate data center operations and believe the deal will give CoreWeave ample visibility into future HPC data center buildouts. This morning CoreWeave announced its formal intent to acquire Core Scientific (CORZ not covered) after news outlets previously reported the two companies were in" @wallstengine on X 2025-07-07 17:02:17 UTC 71.6K followers, 8204 engagements
"Sequans $SQNS just bought another XXX bitcoin for $79M paying an average of $116K per coin. The chipmaker now holds 1053 BTC worth about $120M after adopting bitcoin as its primary treasury asset in June" @wallstengine on X 2025-07-14 10:03:36 UTC 71.8K followers, 6798 engagements
"Oppenheimer Initiates Coverage on $CRCL with Perform Rating Analyst comments: "Circle is the issuer of USDC the second-largest stablecoin globally with a market share of 24%. USDC is a tokenized US dollar running on the internet providing a faster cheaper global and more convenient way for trading payments remittance settlement and access to the US dollar. We have known the company for over four years not only because of our coverage of Coinbase but also due to our belief that stablecoin is a 'killer app' in blockchain. CRCL is a 'clean' way to get exposure to blockchain disruption in money" @wallstengine on X 2025-06-30 08:33:58 UTC 71.5K followers, 7461 engagements
"Evercore ISI Upgrades $DOCS to Outperform from In Line Raises PT to $XX from $XX Analyst comments: "Overall we see DOCS as prudently setting FY26 guidance in a conservative spot. We see the PoC/Formulary business as likely to grow at least mid-double digits (vs. XXX% in FY25) in FY26 to $140+ million supported by recent channel checks. This would allow the remaining Pharma business to grow X% and still hit the current midpoint of the companys current revenue guide of $619-631 million (assuming X% growth in health systems/hospital revenue). In addition we see Pharma revenue ($535 million in" @wallstengine on X 2025-07-09 10:18:25 UTC 71.4K followers, 8150 engagements
"US TREASURY SECRETARY BESSENT: I AM PART OF DECISION MAKING PROCESS ON FED CHAIR. FINAL FED CHAIR DECISION IS PRESIDENT TRUMP'S" @wallstengine on X 2025-07-15 11:17:23 UTC 71.9K followers, 7119 engagements
"The Trade Desk $TTD will be added to the S&P XXX before the open on Friday July XX replacing ANSYS $ANSS which is being acquired by Synopsys $SNPS. The ANSYS-Synopsys deal is expected to close July 17" @wallstengine on X 2025-07-14 21:36:04 UTC 71.9K followers, 11.2K engagements
"Piper Sandler Downgrades $CRWD to Neutral from Overweight PT $XXX Analyst comments: "We are lowering our rating on Crowdstrike as shares have encroached on our $XXX price objective (both base and bull cases) and we do not foresee a near-term scenario that would meaningfully increase numbers or our terminal multiple (already the highest across our coverage universe). With the recent run in CRWD up XX% in the past X months the enterprise value now exceeds $125B and shares have extended to over 21x our out-year revenue forecast and roughly 70x out-year free cash flow estimate. While our overall" @wallstengine on X 2025-07-07 07:25:46 UTC 71.4K followers, 7139 engagements
"Truist: $HIMS: Truist Card Data Trends Point to Revenues Likely In-Line to Slightly Below Cons in Q2 Analyst comments "In partnership with the Truist Securities' Data Science Team we conducted a refresh of Truist Card Data for Hims & Hers (HIMS Hold) and Roman Health Ventures (private) based on June 2025 data. Our analysis indicates HIMS' revenues likely to come in in-line to slightly below consensus. As we have noted in the past unless HIMS exits Q2 at a much higher run-rate relative to its guide or the recent acquisition/upcoming acquisitions contribute materially to revenues this year 2H" @wallstengine on X 2025-07-07 12:00:18 UTC 71.3K followers, 9022 engagements
"PENTAGON AWARDS AI CONTRACTS WORTH UP TO $200M TO xAI OPENAI OTHERS The Department of Defense is awarding contractseach with a ceiling of $200Mto OpenAI xAI Google and Anthropic to accelerate AI adoption across military and government systems per Bloombergs Jackie Davalos. The deals are part of a commercial-first approach allowing other federal agencies to tap into these tools through the GSA. xAI also announced Grok for Government a new suite tailored for public sector use. Source: Bloomberg / Jackie Davalos" @wallstengine on X 2025-07-14 17:24:28 UTC 71.9K followers, 17.1K engagements
"$ULTA Beauty is close to buying British high street chain Space NK for over XXX million ($408M) Sky News reports. The US cosmetics giant has registered an acquisition vehicle in recent weeks" @wallstengine on X 2025-07-10 09:57:04 UTC 71.8K followers, 5350 engagements
"APOLLO-BACKED LEGENDARY EYES $LION DEAL Legendary Entertainment backed by Apollo is weighing a takeover of Lionsgate Studios after its split from Starz Bloomberg reports. Talks so far have focused on co-producing a few films to test the partnership before any formal acquisition offer is made" @wallstengine on X 2025-07-11 20:01:21 UTC 71.5K followers, 10.9K engagements
"S&P XXX Closing Bell Heatmap (Jun XX 2025) $SPY +0.49% 🟩 $QQQ +0.65% 🟩 $DJI +0.63% 🟩 $IWM +0.16% 🟩" @wallstengine on X 2025-06-30 20:01:03 UTC 71.6K followers, 13.2K engagements
"Jefferies Resumes Coverage on $FLUT with Buy Rating PT $XXX Analyst comments: "New estimates target three-year growth CAGRs for revenue and EBITDA of +17% and +31% not priced in to a 13x FY26E EV/EBITDA valuation. Attractions include macro insulation; simpler narrative; and catalysts such as US index additions ongoing buyback acquisition timing and integration and YourWay penetration. We take comfort from deep dives on 1) slowing US handle growth and 2) International market share." Analyst: James Wheatcroft0" @wallstengine on X 2025-07-08 09:28:43 UTC 71.5K followers, 6481 engagements
"$AMZN TURNS TO SPACEX FOR NEXT KUIPER LAUNCH SpaceX will launch XX of Amazons Kuiper satellites early Wednesday from Cape Canaveral. Thatll bring Kuipers total to XX still far behind Starlinks 8000. Despite being rivals Amazon signed a 3-launch deal with SpaceX after shareholder pressure in 2023. Kuiper needs half its constellation over 1600 satellites in orbit by July 2026 to meet FCC rules. Only ULA has been flying so far; Blue Origins next attempt is set for August XX. Source: TechCrunch" @wallstengine on X 2025-07-16 06:59:58 UTC 71.9K followers, 12.6K engagements
"Lululemon $LULU is suing Costco for allegedly selling knockoffs of its $100+ athleisure accusing it of trading on Lululemons reputation goodwill and sweat equity. The lawsuit highlights Costcos Kirkland hoodie selling for under $X vs. Lululemons $XXX Scuba hoodie" @wallstengine on X 2025-07-01 19:14:02 UTC 71.8K followers, 26.6K engagements
"TRUMP SAYS PHARMA TARIFFS COMING BY END OF MONTH Trump said tariffs on pharmaceuticals will start low giving drugmakers about a year to build U.S. production before raising them "very high." He added semiconductor tariffs could follow shortly after" @wallstengine on X 2025-07-16 06:42:05 UTC 71.9K followers, 11.4K engagements
"AUTODESK $ADSK IS SAID TO WEIGH ACQUISITION OF SOFTWARE FIRM PTC - BBG" @wallstengine on X 2025-07-09 20:00:55 UTC 71.5K followers, 6987 engagements
"US power grid reliability is facing major short-term risks due to the rapid growth of big data centers according to a rare warning from the North American Electric Reliability Corp. NERC says AI and crypto campuses are coming online faster than the grid infrastructure can handle causing instability and sudden power disruptions like the 1.5GW and 1.8GW outages in Virginia last year and this February. Outages that size are like suddenly flipping on a huge nuclear power plant without warning it throws the whole system off balance because theres way too much power being generated all at once." @wallstengine on X 2025-06-12 17:50:59 UTC 71.6K followers, 17.3K engagements
"WORST PUBLIC-ASSET DEAL EVER In 2008 Chicago took $1.157B upfront and handed 75yrs of parking-meter revenue to a Morgan Stanley-Allianz-Abu Dhabi fund. Meters now spit $161M/yr; investors have already grossed $X Billion$800M past breakevenwith XX yrs still to go" @wallstengine on X 2025-07-08 20:24:42 UTC 71.5K followers, 14.2K engagements
"$CLF Cleveland-Cliffs announced its acquisition of Stelco Holdings for an enterprise value of around $XXX billion. The deal includes C$60.00 in cash and XXXXX Cliffs shares per Stelco share totaling C$70.00" @wallstengine on X 2024-07-15 10:41:28 UTC 71K followers, 2018 engagements
"$BROS Dutch Bros Q1'25 Earnings Highlights 🔹 Revenue: $355.2M (Est. $344.4M) 🟢; +29% YoY 🔹 Adj. EPS: $XXXX (Est. $0.11) 🟢 🔹 Oper. Income: $31.1M (Est. $26.8M) 🟢 🔹 Adj. EBITDA: $62.9M; +19.7% YoY FY25 Guide 🔹 Revenue: $1.555B$1.575B (Est. $1.584B) 🔴 🔹 Adj. EBITDA: $265M$275M 🟡 🔹 Same Shop Sales Growth: 2%4% 🔹 CapEx: $240M$260M 🔹 Shop Openings: At least XXX total system shops Q1 Same Shop Sales & Traffic 🔹 System Same Shop Sales: +4.7% YoY 🔹 System Transaction Growth: +1.3% YoY 🔹 Company-Operated Same Shop Sales: +6.9% YoY 🔹 Company-Operated Transaction Growth: +3.7% YoY Q1" @wallstengine on X 2025-05-07 20:20:51 UTC 71.7K followers, 11K engagements
"BofA Downgrades $STLA to Neutral from Buy Lowers PT to XX from XX Analyst comments: "Stellantis share price has fallen by approximately XX% year-to-date and approximately XX% since the CMD in summer 2024 but we think it is too early for 'bottom-fishing'. We think the US will return to strength driven by some important model launches but we have some concerns over Europe where we consider the company is badly positioned on BEVs against rising competition. Furthermore we are missing a catalyst and fear weak H1 and H2 results. We downgrade from Buy to Neutral driven by significantly lower" @wallstengine on X 2025-07-07 07:32:13 UTC 71.4K followers, 6265 engagements
"$CAG Conagra Brands Q4 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.59) 🔴; -XXX% YoY 🔹 Revenue: $2.78B (Est. $2.85B) 🔴; -XXX% YoY 🔹 Gross Profit: $717M; -XXXX% YoY FY26 Guidance: 🔹 EPS: $XXXX - $XXXX (Est. $2.19) 🔴 🔹 Organic Net Sales Growth: (1)% to +1% 🔹 Adj. Operating Margin: XXXX% - XXXX% 🔹 Cost of Goods Sold Inflation: X% (includes X% from tariffs) 🔹 Free Cash Flow Conversion: XX% 🔹 CapEx: $450M 🔹 Adjusted Effective Tax Rate: XX% Segment Performance: Grocery & Snacks: 🔹 Net Sales: $1.2B; DOWN -XXX% YoY 🔸 Organic Net Sales: DOWN -XXX% YoY 🔸 Price/Mix: -XXX% Volume: -1.6%" @wallstengine on X 2025-07-10 11:36:06 UTC 71.9K followers, 6649 engagements
"$DJT TRUMP TO LAUNCH BRANDED CRYPTO WALLET AND TRADING APPLICATION ENCOURAGING HIS SUPPORTERS TO PURCHASE HIS MEMECOIN AND OTHER CRYPTO ASSETS - RTRS SOURCES" @wallstengine on X 2025-06-03 16:44:46 UTC 71.1K followers, 45.8K engagements
"$FRT TEAMS UP WITH MERCEDES-BENZ FOR EV CHARGING Federal Realty is partnering with Mercedes-Benz High-Power Charging to roll out over XXX ultra-fast EV charging stalls at 50+ retail properties nationwide. The first XX locations will include up to XX stalls each with XXX kW speeds starting operations in 2026. CEO Don Wood called it a strategic move to enhance customer experience and property value" @wallstengine on X 2025-07-09 11:35:35 UTC 71.8K followers, 6434 engagements
"JPMORGAN $JPM TELLS FINTECHS THEY HAVE TO PAY UP FOR CUSTOMER DATA" @wallstengine on X 2025-07-11 18:14:34 UTC 71.5K followers, 32.6K engagements
"Rigetti $RGTI just hit XXXX% median two-qubit gate fidelity on a modular 36-qubit systemcutting its error rate in half vs. Ankaa-3. Built from X chiplets its a step toward launching a 100+ qubit system by year-end. Full launch set for August 15" @wallstengine on X 2025-07-16 11:43:05 UTC 71.9K followers, 10.3K engagements
"$HIMS PLANS CANADA EXPANSION IN 2026 Hims & Hers will launch its weight loss program in Canada next year coinciding with the first global availability of generic semaglutide. The company says generics will be significantly cheaper than branded versions costing over C$200/month" @wallstengine on X 2025-07-09 13:02:16 UTC 71.8K followers, 18.4K engagements
"$KLTO GETS FDA ORPHAN DRUG STATUS FOR ALS GENE THERAPY Klotho Neurosciences has secured FDA Orphan Drug Designation for its ALS gene therapy candidate KLTO-202. This gives KLTO tax credits waived FDA fees and X years of US market exclusivity. The therapy targets motor neuron damage by delivering secreted Klotho protein to blood brain and muscle. ALS affects fewer than 200000 people in the US with 5000 new cases each year" @wallstengine on X 2025-07-10 09:50:14 UTC 71.5K followers, 5584 engagements
"$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at" @wallstengine on X 2025-03-26 10:39:22 UTC 71.6K followers, 7215 engagements
"PREDICTION MARKET KALSHI RAISES $185M SERIES C AT $2B VALUATION The round was led by Paradigm with Sequoia Multicoin Peng Zhao and others joining in. The CFTC-regulated platform plans to scale its tech and broker integrations after gaining legal approval to list election contracts. Notably over XX% of recent trading volume has come from sports markets" @wallstengine on X 2025-06-25 20:00:50 UTC 71.6K followers, 6298 engagements
"SWISS NATIONAL BANK CUTS RATES TO X% Switzerlands central bank just slashed its policy rate by 25bps to zero as inflation slipped into negative territory in May (-0.1%). SNB now forecasts inflation at just XXX% this year rising slightly to XXX% in 2026 and XXX% in 2027assuming rates stay flat" @wallstengine on X 2025-06-19 14:43:51 UTC 71.1K followers, 20.6K engagements
"$ELV Elevance Health Q4 '24 Earnings Highlights 🔹 Adjusted EPS: $XXXX (Est. $3.84) 🟡 🔹 Operating Revenue: $44.99B (Est. $44.84B) 🟢 🔹 Medical Membership: 45.7M (Est. 46.22M) 🔴 FY25 Guidance: 🔹 Adj EPS: $34.15-$34.85 (Est. $34.87) 🔴 Q4 Segments: Health Benefits: 🔹 Operating Revenue: $37.6B (UP +3% YoY) 🔹 Adjusted Operating Gain: $0.3B (DOWN from $0.8B YoY) Carelon (CarelonRx & Carelon Services): 🔹 Operating Revenue: $14.7B (UP +19% YoY) 🔹 Adjusted Operating Gain: $0.8B (UP +32% YoY) Operational Metrics: 🔹 Benefit Expense Ratio: XXXX% (UP XXX bps YoY) 🔹 Adjusted Operating Margin:" @wallstengine on X 2025-01-23 11:11:36 UTC 71.5K followers, 4996 engagements
"Raymond James Downgrades $OSCR to Market Perform from Outperform; says risk/reward more balanced after sharp rally Analyst comments: "We are downgrading OSCR to Market Perform following the XX% rally over the last week driven by some of the language changes to the ACA in the Senate reconciliation package and some meme stock fervor online. However we think the risk/reward is more balanced at this point and the policy and fundamental environment has gotten less constructive creating a tougher set up for the stock over the medium term. While we continue to view the OSCR management team as top" @wallstengine on X 2025-06-24 10:15:21 UTC 71.5K followers, 16.8K engagements
"Key Companies/Stocks reporting earnings on Thursday: Before Open 👇 06:10 - Birkenstock Holding $BIRK 06:30 - Hormel Foods $HRL 06:45 - Foot Locker $FL 06:45 - Burlington Stores $BURL 06:45 - Build-A-Bear Workshop $BBW 06:45 - Caleres $CAL 06:55 - Dollar General $DG 07:00 - Canopy Growth $CGC 07:00 - Kohl's $KSS 07:00 - Best Buy $BBY 07:00 - SpartanNash $SPTN 08:00 - Cracker Barrel Old Country Store $CBRL B.O. - Maxeon Solar Technologies $MAXN After Close 👇 16:00 - NetApp $NTAP 16:00 - Phreesia $PHR 16:05 - $DELL 16:05 - Zscaler $ZS 16:05 - MongoDB $MDB 16:05 - Marvell Technology $MRVL 16:05" @wallstengine on X 2024-05-29 18:49:21 UTC 71.5K followers, 3319 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY +0.18% 🟩 $QQQ +0.36% 🟩 $DJI +0.20% 🟩 $IWM +0.69% 🟩" @wallstengine on X 2025-07-14 20:00:42 UTC 71.9K followers, 12.3K engagements
"Microsoft $MSFT & Idaho National Lab are teaming up to use AI to speed up nuclear plant permitting tapping historical data to draft complex applications for human review" @wallstengine on X 2025-07-16 13:14:44 UTC 71.9K followers, 7434 engagements
"Hey @AskPolymarket which companys got the best AI model out there right now" @wallstengine on X 2025-07-14 19:36:47 UTC 71.9K followers, 10.3K engagements
"Northland initiated coverage on Nano Nuclear Energy $NNE and Centrus Energy $LEU with Outperform ratings and price targets of $XX and $XXX respectively. NuScale Power $SMR was started at Market Perform with a $XX target" @wallstengine on X 2025-07-07 11:40:55 UTC 71.6K followers, 7623 engagements
"Piper Sandler Downgrades $BBY to Neutral from Overweight Lowers PT to $XX from $XX Analyst comments: "We are downgrading Best Buy to Neutral and reducing our PT to $XX (11.5x FY27E EPS). Certainly we recognized BBY has underperformed YTD and both expectations and valuation are low. However we don't see any meaningful catalysts in the coming quarters to meaningfully accelerate comp/EPS growth. And we have longer-term competitor concerns around BBY's appliance (12% of sales) and TV (15%-20% of sales) categories. For our PT we are reducing our multiple assumption from 12x to 11.5x based on lower" @wallstengine on X 2025-07-14 07:46:02 UTC 71.6K followers, 5484 engagements
"Citi Maintains Buy Rating on $RKLB Raises PT to $XX from $XX Analyst comments: "Key Watch Items for the Quarter We are watching for progress/timing updates on Neutron incremental DoD announcements/opportunities and the ability for company to capture additional launch opportunities. Key Debates 1) Timing of Neutron development milestones; 2) Ability to move up-market in the Satellite Systems business; 3) Long-term capital intensity of the business given intention to provide undefined services from space; 4) Space Forces approach to SDAs Transport Layer which could lead to the cancellation of" @wallstengine on X 2025-07-14 12:37:28 UTC 71.9K followers, 8700 engagements
"$GOOGL Waymo just hit XXX million fully autonomous miles driven on public roads. $UBER" @wallstengine on X 2025-07-15 14:02:22 UTC 71.9K followers, 9011 engagements
"Needham Maintains Buy Rating on $UBER Raises PT to $XXX from $XXX Analyst comments: "We observed pricing moving slightly higher QoQ for UBER and LYFT. This coupled with healthy demand data points gives us greater confidence in our 2Q estimates but not enough to increase. LYFT's pricing advantage and Uber's wait time advantage are at recent highs. We are increasing our PT on UBER on a higher target multiple but a discount to where it trades now. Near term the multiple is likely dependent on the next AV headline (see tracker in Exhibit X below). UBER/LYFT launching with May Mobility this year" @wallstengine on X 2025-07-14 11:34:00 UTC 71.9K followers, 13K engagements
"OpenAI is getting ready to take a cut from purchases made directly in ChatGPT per FT. The company plans to roll out integrated checkout in partnership with $SHOP Shopify aiming to monetize even free users. Brands would pay a commission on orders fulfilled through the platform" @wallstengine on X 2025-07-16 14:14:35 UTC 71.9K followers, 37.9K engagements
"$UNH SAYS NO EVIDENCE OF WRONGDOING UnitedHealth responded to the WSJ article saying a Special Master found no evidence they were overpaid or did anything wrong. They defended their Medicare Advantage business saying CMS audits show their coding is among the most accurate in the industry" @wallstengine on X 2025-07-09 12:27:37 UTC 71.9K followers, 51.2K engagements
"Starting Sept. XX Starbucks $SBUX will require corporate employees to be in the office X days a week up from three. Remote people managers will also need to relocate to Seattle or Toronto within XX months. The shift is part of the companys Back to Starbucks plan under CEO Brian Niccol whos leading a turnaround after five straight quarters of same-store sales declines. Starbucks is also offering a one-time voluntary exit package for employees who choose to leave. Source: Bloomberg" @wallstengine on X 2025-07-14 17:51:39 UTC 71.9K followers, 9428 engagements
"ELLIOTT MANAGEMENT BUILDS STAKE IN GLOBAL PAYMENTS $GPN IN WAKE OF WORLDPAY DEAL - FT" @wallstengine on X 2025-07-15 20:04:57 UTC 71.9K followers, 10.2K engagements
"JUNE U.S. JOBS REPORT👇 NONFARM PAYROLLS +147K; (Est. +106K) UNEMPLOYMENT RATE 4.1%; (Est. 4.3%) AVG. HOURLY EARNINGS YoY 3.7%; (Est. 3.78%) AVG. HOURLY EARNINGS MoM 0.2%; (Est. 0.3%) US JOBLESS CLAIMS 233K; (EST. 240.5K) US CONTINUING CLAIMS 1.964M; (EST. 1.962M)" @wallstengine on X 2025-07-03 12:31:03 UTC 71.7K followers, 60.4K engagements
"Roblox $RBLX is rolling out a new licensing platform with Netflix Lionsgate Sega and Kodansha as founding partners. The system will streamline how IP holders partner with creators on Roblox. The company aims for XX% of global gaming content revenue to run through its ecosystem. Source: Variety" @wallstengine on X 2025-07-15 16:39:52 UTC 71.9K followers, 8256 engagements
"Samsungs operating profit fell XX% to $3.3B in Q2 missing estimates for a XX% drop. Its their FIRST profit decline since 2023. Delays in getting Nvidia to certify Samsungs advanced AI memory chips (12-layer HBM3E) weighed on results as SK Hynix maintains its lead in high-bandwidth memory. Samsung plans to start mass production of next-gen HBM4 chips later this year" @wallstengine on X 2025-07-07 23:19:40 UTC 71.5K followers, 9917 engagements
"PBOC VICE GOVERNOR: EXPECTS US-CHINA INTEREST RATE SPREAD TO NARROW" @wallstengine on X 2025-07-14 07:53:25 UTC 71.5K followers, 7071 engagements
"$UAL United Airlines Q2'25 Earnings Highlights 🔹 Revenue: $15.2B (Est. $15.33B) 🔴; UP +1.7% YoY 🔹 Adj EPS: $XXXX (Est. $3.84) 🟢 🔹 Passenger Revenue: $13.84B (Est. $13.92B) 🔴 Guidance 🔹 FY Adjusted EPS: $9.00$11.00 (Est. $9.92) 🟡 🔹 Q3 Adjusted EPS: $2.25$2.75 (Est. $2.65) 🟡 Segment / Operating Metrics 🔹 RPM: 70.09B (Est. 70.81B) 🔴 🔹 ASM: 84.35B (Est. 84.15B) 🟢 🔹 PRASM: 16.40; DOWN -XXX% YoY 🔹 Cost per ASM ex-Fuel (CASM ex-Fuel): 12.36; UP +2.1% YoY 🔹 Capacity: UP +5.9% YoY 🔹 TRASM: DOWN -XXX% YoY 🔹 CASM: UP +0.6% YoY 🔹 CAPEX: $1.29B 🔹 Cargo Revenue: UP +3.8% YoY 🔹 Premium" @wallstengine on X 2025-07-16 20:07:46 UTC 71.9K followers, 7079 engagements
"$GS Goldman Sachs Q2'25 Earnings Highlights 🔹 Revenue: $14.58B (Est. $13.53B) 🟢; UP +15% YoY 🔹 EPS: $XXXXX (Est. $9.77) 🟢; UP +27% YoY 🔹 Net Income: $3.72B (Est. $4.35B) 🔴; UP +22% YoY Global Banking & Markets 🔹 Segment Revenue: $10.12B; UP +24% YoY 🔹 Investment Banking Fees: $2.19B; UP +26% YoY - Advisory: $1.17B; UP +71% YoY - Equity Underwriting: $428M; FLAT YoY - Debt Underwriting: $589M; DOWN -X% YoY 🔹 FICC: $3.47B (Est. $3.26B) 🟢; UP +9% YoY - FICC Intermediation: $2.42B; UP +4% YoY - FICC Financing: $1.04B; UP +23% YoY 🔹 Equities: $4.30B (Est. $3.72B) 🟢; UP +36% YoY -" @wallstengine on X 2025-07-16 11:33:40 UTC 71.9K followers, 28.9K engagements
"FOMC MINUTES: Several participants said the Fed funds rate may not be far above its neutral rate. All participants viewed it as appropriate to maintain the Fed funds rate at the current target range" @wallstengine on X 2025-07-09 18:01:33 UTC 71.1K followers, 6914 engagements
"Today's Key Events (All EST) 07/03/2025 08:30: US Nonfarm Payrolls (Est. 106K) 08:30: US Unemployment Rate (Est. 4.3%) 08:30: US Trade Balance 08:30: US Initial Jobless Claims 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 13:00: US Holiday (Early Close)" @wallstengine on X 2025-07-03 06:54:15 UTC 71.5K followers, 13.6K engagements
"$ACN AND $MSFT BOOST CYBERSECURITY WITH AI AGENTS Accenture and Microsoft are teaming up to bring AI agent-powered security to customers. The partnership will focus on automating Security Operations Centers using Microsofts Sentinel and Defender tools alongside Accentures Adaptive MxDR. Accentures Damon McDougald says AI agents will work together to detect threats cut noise and spot patterns faster than legacy tools ever could. This expanded collaboration aims for real meaningful security improvements by combining Microsofts AI agents with Accentures deep industry expertise. Source: CRN" @wallstengine on X 2025-07-11 17:24:03 UTC 71.5K followers, 9769 engagements
"CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN" @wallstengine on X 2025-07-15 15:58:06 UTC 71.9K followers, 11.3K engagements
"ServiceNow $NOW is nearing a deal to acquire AI assistant maker Moveworks for nearly $3B in what would be its largest acquisition to date Bloomberg. Moveworks backed by Kleiner Perkins and Bain Capital provides AI-powered employee assistants used by Unilever GitHub and Broadcom. The deal could be announced in the coming days but is not finalized. ServiceNow led by CEO Bill McDermott has been integrating generative AI across its products as it looks to drive adoption over immediate revenue gains" @wallstengine on X 2025-03-10 08:14:55 UTC 71.4K followers, 8262 engagements
"$LVS and $WYNN both closed up nearly X% today marking their third best day of the year" @wallstengine on X 2025-07-01 20:05:35 UTC 71.2K followers, 11.5K engagements
"Citigroup $C has poached X senior JPMorgan $JPM bankers Bloomberg reports. Aloke Gupte will become global co-head of equity capital while Alex Watkins takes on a new role as head of tech financing. Both previously led JPMs ECM business outside the US" @wallstengine on X 2025-07-16 14:44:41 UTC 71.9K followers, 6786 engagements
"New Trump Tariffs Rate Effective Aug 1: X. Brazil: XX% X. Myanmar: XX% X. Laos: XX% X. Cambodia: XX% X. Thailand: XX% X. Bangladesh: XX% X. Serbia: XX% X. Canada: XX% X. Mexico: XX% XX. European Union: XX% XX. China: XX% XX. Algeria: XX% XX. Iraq: XX% XX. Libya: XX% XX. South Africa: XX% XX. Bosnia & Herzegovina: XX% XX. Sri Lanka: XX% XX. Indonesia: XX% XX. Brunei: XX% XX. Japan: XX% XX. South Korea: XX% XX. Malaysia: XX% XX. Moldova: XX% XX. Tunisia: XX% XX. Kazakhstan: XX% XX. Philippines: XX% XX. Vietnam: XX% XX. Russia: X% (as of now)" @wallstengine on X 2025-07-12 15:43:48 UTC 71.9K followers, 33.6K engagements
"TRUMP TOUTS TRADE DEAL WITH INDONESIA ON TRUTH SOCIAL DETAILS TO FOLLOW" @wallstengine on X 2025-07-15 13:51:45 UTC 71.9K followers, 8474 engagements
"FLUTTER $FLUT IN ADVANCED TALKS FOR FURTHER X% FANDUEL STAKE FROM BOYD GAMING $BYD - SKY" @wallstengine on X 2025-07-10 18:19:04 UTC 71.6K followers, 6717 engagements
"Cantor Fitzgerald Maintains Neutral Rating on $GOOGL Raises PT to $XXX from $XXX Earnings Preview: "GOOGLs 2Q25E results should exceed street estimates on top-line and EPS driven by core search and YouTube businesses. Cloud revenue growth is likely to come near mid-20% y/y driven by growing contribution from AI inference demand. We believe GOOGL could deliver EBIT margin leverage from operational efficiencies in 2Q25E despite step-up in D&A infrastructure opex and compensation costs. On capex the company appears to be making steady progress on data center build-out plans but given the" @wallstengine on X 2025-07-16 11:12:24 UTC 71.9K followers, 7690 engagements
"Jefferies Initiates Coverage on $SNDK with Buy Rating PT $XX Analyst comments: "Initiating coverage on the SanDisk based on 8x C27 EPS of $XXXX. SNDK's spin-off from WDC has potential to unlock Shareholder value as updated technology road map should help facilitate eSSD market share gains. If content/unit trends sustain in the face of Tariffs we see upside to estimates with pricing data supporting HSD+ ASP increases in 2H25 yielding low-to-mid-teens growth." Analyst: Blayne Curtis" @wallstengine on X 2025-07-07 07:24:16 UTC 71.7K followers, 5538 engagements
"Today's Key Events (All EST) 05/05/2025 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 13:00: US 3-Year Note Auction Before Open 👇 06:00: CNA Financial $CNA 06:00: Henry Schein $HSIC 06:30: Zimmer Biomet $ZBH 06:30: Freshpet $FRPT 06:30: Recursion $RXRX 06:45: Foot Locker $FL 06:55: BioNTech $BNTX 07:00: TG Therapeutics $TGTX 07:30: Cummins $CMI 07:30: Tyson Foods $TSN 07:30: ON Semiconductor $ON After Hours 👇 16:00: Vertex Pharmaceuticals $VRTX 16:00: Diamondback Energy $FANG 16:05: Palantir $PLTR 16:05: Hims & Hers Health $HIMS 16:05: Ford $F 16:05: Realty Income $O 16:05:" @wallstengine on X 2025-05-05 07:27:50 UTC 71.5K followers, 16.5K engagements
"Trump says tariff letters for smaller countries coming soon Reuters: After locking in blanket tariff deals with over XX nations he says the rest will likely face a flat rate just over 10%. Letters expected to go out shortly" @wallstengine on X 2025-07-16 05:04:31 UTC 71.9K followers, 6663 engagements
"$REAX as a rate-cut growth playThe Real Brokerage is the only cloud-native U.S. residential brokerage compounding XX % inside a frozen housing market. Its probably on track for its first-ever GAAP breakeven next quarter while EBITDA operating cash-flow and free cash-flow are already positive. The Real Brokerage is a cloud-native real-estate platform that recruits agents onto a mobile workspace instead of renting storefronts. Agents pay the company XX % of every commission until they have remitted roughly $XX XXX for the year; after that they keep XXX % and Real collects a flat about-$225 fee" @wallstengine on X 2025-07-11 15:00:10 UTC 71.5K followers, 8137 engagements
"Cassava Sciences $SAVA just shared preclinical data showing its Alzheimers drug simufilam cut seizure frequency by XX% in a mouse model of TSC-related epilepsy. The company plans to start human trials in H1 2026. Importantly simufilam showed a strong safety profile in 2000 Alzheimers patients. TSC affects 50k people in the US with many patients resistant to current epilepsy treatments" @wallstengine on X 2025-06-30 11:04:19 UTC 71.4K followers, 8199 engagements
"Elon Musk responds to Wedbush analyst Dan Ives proposal to the $TSLA board members:" @wallstengine on X 2025-07-08 16:03:27 UTC 71.8K followers, 117.6K engagements
"Medtronic $MDT is gaining after CMS published a proposed coverage decision for Renal Denervation (RDN) which Evercore ISI says is better than their base case. Analyst Vijay Kumar sees US RDN as a potential $5-10B market and expects MDT shares to pop over X% on this" @wallstengine on X 2025-07-10 22:14:59 UTC 71.4K followers, 7188 engagements
"DIAGEO $DEO PLANS TO REPLACE CHIEF EXECUTIVE DEBRA CREW: FT" @wallstengine on X 2025-07-16 10:52:50 UTC 71.9K followers, 6287 engagements
"TRUMP: THE STOCK MARKETS ARE NOW AT ALL TIME HIGH WE'RE GOING TO MAINTAIN IT BELIEVE ME" @wallstengine on X 2025-07-04 21:45:39 UTC 71.9K followers, 278K engagements
"Today's Key Events (All EST) 02/13/2025 08:30: U.S. PPI / Core PPI 08:30: U.S. Initial Jobless Claims 13:00: U.S. 30-Year Bond Auction Before Open 👇 05:00: Sony $SONY 06:05: PG&E $PCG 06:20: GE HealthCare $GEHC 06:25: Deere & Company $DE 06:30: PBF Energy $PBF 06:30: Zebra $ZBRA 06:30: HERC Holdings $HWM 06:30: Molson Coors $TAP 06:35: Honda Motor $HMC 06:45: US Foods $USFD 06:55: American Electric Power $AEP 06:55: Penske Automotive $PAG 07:00: Datadog $DDOG 07:00: Crocs $CROX 07:00: CyberArk $CYBR 07:00: Duke Energy $DUK 07:00: SharkNinja $SN 07:00: Zoetis $ZTS 07:00: Moody's $MCO After" @wallstengine on X 2025-02-13 07:17:57 UTC 71.8K followers, 11.7K engagements
"Trump says the U.S. has finalized a major trade deal with Indonesia giving American exporters full access to a market of XXX million people for the first time. Indonesia has agreed to buy $15B in U.S. energy $4.5B in ag products and XX Boeing $BA jetsmany of them 777s. Under the deal Indonesia will pay a XX% tariff on all exports to the U.S. while American goods will face zero tariffs or non-tariff barriers going the other way. Transshipped goods will face added tariffs" @wallstengine on X 2025-07-15 18:21:07 UTC 71.9K followers, 12.6K engagements
"NVIDIA $NVDA HAS OFFICIALLY BECOME THE FIRST COMPANY EVER TO HIT A $X TRILLION MARKET CAP 🥳" @wallstengine on X 2025-07-09 13:40:04 UTC 71.9K followers, 96.9K engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-07 20:01:35 UTC 71.6K followers, 14.6K engagements
"$DAL Delta Air Lines Q2'25 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $2.05) 🟢; DOWN -XX% YoY 🔹 Revenue: $15.5B (Est. $15.42B) 🟢; UP +1% YoY 🔹 NI: $1.37B; -XX% YoY 🔹 OI: $2.05B; -XX% YoY FY25 Guidance (Restored): 🔹 EPS: $XXXX - $XXXX (Est. $5.39) 🟢 🔹 Free Cash Flow: $3B - $4B 🔹 Gross Leverage: 2.5x Q3 FY25 Guidance: 🔹 EPS: $XXXX - $XXXX 🔹 Revenue Growth: Flat to +4% YoY 🔹 Operating Margin: X% - XX% Operational Highlights: 🔹 TRASM: 19.97; DOWN -X% YoY 🔹 Non-fuel CASM: 13.49; UP +2.7% YoY 🔹 Adjusted Fuel Expense: $2.51B; DOWN -XX% YoY; Avg. Fuel Price: $2.26/gal (DOWN -XX% YoY)" @wallstengine on X 2025-07-10 10:33:00 UTC 71.8K followers, 11.5K engagements
"$NB is likely the only fully permitted U.S. project that can deliver niobium and the heavy rare earths (Dy/Tb) needed to complete $MP's and $USAR's magnet supply chain. It trades at a steep discountaround X % of after-tax NPVmainly because the $XXX billion cap-ex still has no locked-in financing. A single Title III grant or an EXIM Bank term sheet could spark a sharp re-rating. The CEO has more than XX years in the game and has raised over $X billion for previous projects" @wallstengine on X 2025-07-10 15:17:36 UTC 71.5K followers, 17.9K engagements
"US $AAPL iPhones using BOE displays could face an import ban after the ITCs preliminary ruling sided with Samsung in a trade secrets case. A final decision is due in November giving Trump the authority to approve any ban. - Apple insider" @wallstengine on X 2025-07-16 11:00:25 UTC 71.9K followers, 6675 engagements
"$ATAI LIFE SCIENCES and Beckley Psytech just reported strong Phase 2b results for their depression treatment BPL-003. Both 8mg and 12mg single doses showed statistically significant reductions in depressive symptoms compared to control with effects visible within a day and lasting up to X weeks. The 8mg dose will move to Phase X after consultation with the FDA. XX% of side effects were mild or moderate and most patients were ready for discharge within XX minutes suggesting potential use within existing in-clinic models like Spravato. This trial included XXX patients the largest controlled" @wallstengine on X 2025-07-01 10:04:27 UTC 71.7K followers, 9614 engagements
"UPCOMING KEY EVENTS WEEK OF JUL XX 2025 Mon: $FAST $FBK $SLP Tues: CPI + $JPM $C $BLK $WFC $BK $ERIC Wed: PPI + $JNJ $GS $BAC $MS $PNC $UAL $AA Thu: Jobless Claims + $PEP $GE $ABT $CTAS $USB $ELV $SNA $MMC $TRV $CFG Fri: $AXP $SCHW $MMM $SLB $ALLY $TFC $RF $HBAN $ALV" @wallstengine on X 2025-07-13 10:47:15 UTC 71.9K followers, 16.2K engagements
"Robloxs $RBLX game-buying frenzy is turning teens into millionaires. A 19-year-old just sold his Blue Lock: Rivals soccer game for over $3M after it hit 1M+ concurrent players generating $5M/month for Roblox. The top XX devs each made $36M in the past year" @wallstengine on X 2025-07-11 15:10:16 UTC 71.5K followers, 14.4K engagements
"GameStop $GME just changed its NFT X handle to Push Start Arcade and updated its website with the message Something is coming. Looks like the companys teasing a new venturepossibly gaming-related" @wallstengine on X 2025-07-16 15:30:24 UTC 71.9K followers, 6212 engagements
"Morgan Stanley flags a slowdown in business momentum at $HIMS & Hers. June app downloads dropped X% y/y and XX% q/q falling to 185Kbelow pre-GLP-1 launch levels. Web traffic was up just X% y/y the weakest pace in over a year. While Hers now makes up XX% of downloads up from XX% a year ago overall engagement trends are soft. Mobile continues to dominate making up XX% of total traffic" @wallstengine on X 2025-07-14 11:47:00 UTC 71.8K followers, 5610 engagements
"CapitalOnes Connor Murphy downgraded both Atlassian $TEAM and GitLab $GTLB to Equal-weight from Overweight. TEAMs price target was cut to $XXX from $XXX and GTLBs to $XX from $54" @wallstengine on X 2025-07-16 09:47:44 UTC 71.9K followers, 6963 engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY +0.37% 🟩 $QQQ +0.56% 🟩 $DJI +0.18% 🟩 $IWM +0.38% 🟩" @wallstengine on X 2025-07-03 13:31:41 UTC 71.6K followers, 6557 engagements
"ITALY ECONOMY MINISTER GIORGETTI: CONTAGION RISKS MUST BE TAKEN INTO ACCOUNT IN EVENT OF A CRISIS IN CRYPTOCURRENCIES" @wallstengine on X 2025-07-11 09:36:05 UTC 71.8K followers, 10.5K engagements
"Wells Fargo analyst Ken Gawrelski raised the price target on $UBER to $XXXXXX (from $100.00) while maintaining an Overweight rating" @wallstengine on X 2025-07-07 13:44:03 UTC 71.5K followers, 9697 engagements
"Tesla $TSLA just opened its first showroom in India in Mumbai. Heres the first look at it along with some clips" @wallstengine on X 2025-07-15 07:50:42 UTC 71.9K followers, 8445 engagements
"BYD PLANS TO TRIPLE SAUDI PRESENCE AFTER $TSLA'S ENTRY: The EV maker expects to sell over 5000 cars in Saudi Arabia this year and open X more showrooms by late 2026. EVs still make up just over X% of sales in the kingdom but Teslas arrival is helping drive awareness" @wallstengine on X 2025-07-14 08:19:01 UTC 71.7K followers, 6737 engagements
"$JPM JPMorgan Chase Q225 Earnings Highlights 🔹 Revenue: $XXXXX B (Est. $43.86B) 🟢; DOWN -XX% YoY 🔹 EPS: $XXXX (Est. $4.48) 🟢; DOWN -XX% YoY 🔹 Net Income: $14.99B; DOWN -XX% YoY Segment Revenue: 🔹 FICC Sales & Trading: $5.69B (Est. $5.22B) 🟢;+14% YoY 🔹 Equities Sales & Trading: $3.25B (Est. $3.20B) 🟢;+15% YoY 🔹 Investment Banking: $2.68B (Est. $2.16B) 🟢;+7% YoY Other Metrics 🔹 Provision for credit losses: $2.85B (Est. $3.22B) 🟢; DOWN -X% YoY 🔹 ROE: XX% (Est. 15.1%) 🟢 🔹 Cash & due from banks: $23.76B (Est. $22.07B) 🟢 🔹 Standardized CET1 ratio: XX% (Est. 15.4%) 🔴 🔹 Net" @wallstengine on X 2025-07-15 10:40:12 UTC 71.9K followers, 14.3K engagements
"THE 2025 IPO MARKET SHOWS BIGGER IS BETTER: XXX US IPOs (mkt. cap. $50M+) up XX% YTD $CRCL (+500%) & $CRWV (+310%) - $45B+ cap X IPOs ($1B+ cap) doubled; X surged 500%+ - $DGNX +930% - $NNNN +630% Renaissance IPO ETF up XX% in Q2 erasing Q1 losses" @wallstengine on X 2025-07-05 10:00:03 UTC 71.9K followers, 26.9K engagements
"$ACHR Archer Aviation Q1'25 Earnings Highlights 🔹 Revenue: Not specified (pre-revenue stage) 🔹 Net Loss: $(93.4)M improved from $(116.5)M YoY 🔹 Adj EBITDA: $(109.0)M widened from $(86.8)M YoY 🔹 Total Operating Expenses (GAAP): $144.0M flat YoY 🔹 Non-GAAP Operating Expenses: $113.1M +$24M YoY 🔹 Cash & Equivalents: $1.03B +$195.9M QoQ (record high) 🔹 Cash Burn (Ops + Investing): $(104.6)M 🔹 Shares Outstanding: 540.4M 🔹 EPS (GAAP): $(0.17) improved from $(0.36) YoY Strategic & Commercial Updates 🔸 UAE launch on track Midnight aircraft delivery expected in coming months; infrastructure" @wallstengine on X 2025-05-12 20:09:49 UTC 71.5K followers, 9829 engagements
"Heres an early look at U.S. index futures as markets gear up for the start of earnings season while tariff talks heat up" @wallstengine on X 2025-07-13 22:07:16 UTC 71.9K followers, 14.2K engagements
"S&P XXX Opening Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI -XXXX% 🟥 $IWM -XXXX% 🟥" @wallstengine on X 2025-07-07 13:30:57 UTC 71.6K followers, 22K engagements
"Honeywell $HON is exploring strategic options for its transportation and logistics units as it prepares for its planned three-way split into aerospace automation and advanced materials businesses by next year" @wallstengine on X 2025-07-08 12:01:02 UTC 71.4K followers, 7545 engagements
"$FAST Fastenal Q2'24 Earnings Highlights 🔹 EPS: $XXXX (Est. $0.51) 🟢; UP +4% YoY 🔹 Revenue: $1.89B (Est. $1.89B) 🟡; UP +1.9% YoY 🔹 Gross Margin: XXXX% (vs. XXXX% YoY) 🔹 Operating Income: $393.7M; UP +1.8% YoY 🔹 Operating Margin: XXXX% (vs. XXXX% YoY) Segment/Revenue Mix: 🔹 Fasteners: XXXX% of sales (DOWN from XXXX% YoY) 🔹 Safety Products: XXXX% of sales (vs. XXXX% YoY) 🔹 Other Products: XXXX% of sales (vs. XXXX% YoY) 🔹 Onsite Locations: 1916 active (+13.6% YoY) 🔹 eCommerce Sales: +19.1% YoY; now XXXX% of total sales 🔹 Daily Sales: +1.9% YoY Cost/OpEx Metrics: 🔹 Employee Count:" @wallstengine on X 2025-07-14 11:14:19 UTC 71.9K followers, 7351 engagements
"$META TAKES $3.5B STAKE IN RAY-BAN MAKER Meta just bought nearly a X% stake in EssilorLuxottica the worlds largest eyewear company and owner of Ray-Ban and Oakley in a deal worth about $XXX billion. Bloomberg reports Meta could increase its stake to X% over time. This deepens their partnership as Meta ramps up its AI smart glasses push aiming to control hardware and distribution instead of relying on smartphones built by competitors. EssilorLuxottica gets a stronger foothold in tech if Metas AR bets pay off" @wallstengine on X 2025-07-08 18:57:38 UTC 71.8K followers, 36.8K engagements
"MOBILEYE OFFERING & REPURCHASE Intel is selling 45M $MBLY shares in a secondary offering with a 6.75M share option for underwriters. Mobileye will buy back $100M worth of shares alongside this. Intel also plans to convert 50M Class B shares into Class A increasing the float" @wallstengine on X 2025-07-08 20:04:01 UTC 71.8K followers, 24.7K engagements
"DA Davidson Raises $ULTA PT to $XXX from $XXX - Buy; 'the worst does appear to be behind us' Analyst comments: "We are once again refreshing our beauty product overlap study last published six months ago in January. This analysis looks at Ultas 'best sellers' comparing availability and price at Sephora Amazon Walmart and Target. The biggest takeaway is that Ulta seems to have more differentiation versus competitors than what we saw in January. This is consistent with our key positive investment theme that the competitive pressures to ULTA are subsiding. To be sure it remains a competitive" @wallstengine on X 2025-07-07 10:30:35 UTC 71.3K followers, 6830 engagements
"AMAZON $AMZN PRIME DAY SPENDING DOWN XX% IN EARLY HOURS FROM 2024 - BBG" @wallstengine on X 2025-07-08 14:50:59 UTC 71.1K followers, 29.1K engagements
"CRUISE: BERNSTEIN REITERATES LONG-TERM PREFERENCE FOR $RCL AMID ROBUST JULY PRICING TRENDS. "Our July cruise pricing data shows another month of robust cruise price growth. At Royal Caribbean (RCL) prices including the mix towards the new Star of the Seas and Celebrity Xcel ships were up XXX% continuing high single-digit year-over-year price growth from May and June. Like-for-like pricing was also strong up X% in July only a slight slowdown from May and June and a strong rebound from small 'Liberation Day' driven declines in April. European pricing was a bright spot up well into the double" @wallstengine on X 2025-07-10 11:39:32 UTC 71.8K followers, 7042 engagements
"$AMAT Applied Materials Q2 Earnings Highlights 🔹 Revenue: $7.10B (Est. $7.12B) 🔴; UP +7% YoY 🔹 Adj EPS: $XXXX (Est. $2.31) 🟢; UP +14% YoY 🔹 Adj Gross Margin: XXXX% (vs. XXXX% YoY) Q3'25 Guidance: 🔹 Revenue: $6.7B$7.7B (Midpoint Est. $7.2B) 🟡 🔹 Adjusted EPS: $2.15$2.55 (Est. $2.31) 🟡 🔹 Adjusted Gross Margin: XXXX% Segment Performance: Semiconductor Systems: 🔹 Revenue: $5.26B; UP from $4.90B YoY 🔹 Adj Operating Income: $1.91B (Margin: 36.4%) 🔸 Segment Mix: Foundry/Logic/Other: XX% DRAM: XX% Flash Memory: X% Applied Global Services: 🔹 Revenue: $1.57B; UP from $1.53B YoY 🔹 Adj" @wallstengine on X 2025-05-15 20:07:28 UTC 71.5K followers, 12K engagements
"$ADBE Adobe Q2 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $4.98) 🟢 🔹 Revenue: $5.87B (Est. $5.80B) 🟢; UP +11% YoY 🔹 RPO: $19.69B Q3 Guidance: 🔹 Revenue: $5.875B$5.925B (Est. $5.877B) 🟡 🔹 Adjusted EPS: $5.15$5.20 (Est. $5.10) 🟢 FY Guidance (Raised): 🔹 Revenue: $23.5B$23.6B (Est. $23.455B) 🟢 🔹 Adjusted EPS: $20.50$20.70 (Est. $20.36) 🟢 🔹 Digital Media ARR Growth: +11% YoY Q3 Segment Performance: 🔹 Digital Media Revenue: $4.35B; UP +11% YoY 🔹 Digital Media ARR: $18.09B; UP +12.1% YoY 🔹 Digital Experience Revenue: $1.46B; UP +10% YoY 🔹 Digital Experience Subscription Revenue:" @wallstengine on X 2025-06-12 20:09:10 UTC 71.6K followers, 15.2K engagements
"Molina Healthcare $MOH reported preliminary Q2 adjusted EPS of about $XXXX BELOW consensus of $XXXX citing medical cost pressures across all lines. It also cut full-year EPS guidance to $21.5022.50 from prior $XXXXX well below the $XXXXX consensus" @wallstengine on X 2025-07-07 10:44:19 UTC 71.6K followers, 10.2K engagements
"CHINA FOREIGN MINISTRY: CHINA AND EU PARLIAMENT HAVE DECIDED TO LIFT ALL RESTRICTIONS ON MUTUAL EXCHANGES" @wallstengine on X 2025-07-16 07:16:03 UTC 71.9K followers, 15.6K engagements
"Goldman Sachs Initiates Coverage on $WYNN with Buy Rating PT $XXX Analyst comments: "WYNN offers best-in-class assets with favorable demographic exposure and solid 2027 tailwinds. With the upcoming 2027 launch of Wynn Al Marjan we believe patient investors will be rewarded and view WYNN as the most catalyst-driven stock amongst our coverage with meaningful upside from here." Analyst: Lizzie Dove" @wallstengine on X 2025-07-07 09:49:52 UTC 71.8K followers, 6906 engagements
"S&P XXX Closing Bell Heatmap (Jul. XX 2025) $SPY -XXXX% 🟥 $QQQ -XXXX% 🟥 $DJI +0.91% 🟩 $IWM +1.03% 🟩" @wallstengine on X 2025-07-01 20:01:25 UTC 71.6K followers, 13.5K engagements
"House Republicans on the Financial Services Committee are scheduled to meet with Fed Chair Jerome Powell tonight from X to 7:30 p.m. per Politico" @wallstengine on X 2025-07-16 16:16:31 UTC 71.9K followers, 7167 engagements
"SPACEX invests $X billion into xAI nearly half of the startups recent $5B equity raise per WSJ. This marks SpaceXs first known stake in the Musk-backed AI startup and one of its biggest outside bets ever" @wallstengine on X 2025-07-12 22:50:56 UTC 71.2K followers, 13.5K engagements
"$DLTR ANNOUNCES $2.5B BUYBACK Dollar Tree just authorized a new $XXX billion share repurchase program matching its previous 2021 authorization. The company had $450M left from the prior program" @wallstengine on X 2025-07-09 20:16:52 UTC 71.6K followers, 8199 engagements
"Stifel on $PM (Buy; $XXX PT): 'We come away from the meetings with a positive bias toward PMI's developing multi-category approach' Analyst comments: "We attended Philip Morris Internationals Europe Focus Event last week including an update on the companys strategic priorities in Europe and major markets as well as a visit to the companys flagship smoke-free product manufacturing plant. Europe is a vital region for PMI we estimate the region will contribute roughly one-third of smoke-free growth through 2026 benefiting from momentum in IQOS and the developing multi-category strategy with VEEV" @wallstengine on X 2025-06-30 11:42:58 UTC 71.5K followers, 7422 engagements
"Jersey Mikes is planning a $400M whole business securitization backed by franchise fees and U.S. trademarks according to people familiar with the deal. The move may help pay out Blackstone which acquired a majority stake in the chain earlier this year at an $8B valuation. The BBB-rated bonds follow an $850M securitization in December that helped fund the buyout. Same-store sales were up X% in Q1 and about XX% of locations are franchised" @wallstengine on X 2025-07-14 20:48:47 UTC 71.9K followers, 10.6K engagements
"$AMZN is launching an AI agent marketplace next week teaming up with Anthropic as a partner. The launch will happen at the AWS Summit in NYC on July XX. This new marketplace will let startups offer AI agents directly to AWS customers while enterprises can browse and install agents in one place. Its a big move for Anthropic which already has Amazons backing and hit $3B in annualized revenue in May" @wallstengine on X 2025-07-11 10:39:59 UTC 71.7K followers, 22.2K engagements
"Today's Key Events (All EST) 07/14/2025 08:30: Fed's Hammack Speaks on Fox Business Before Open 👇 06:50: Fastenal $FAST" @wallstengine on X 2025-07-14 07:07:32 UTC 71.8K followers, 6595 engagements
"Polymarket traders see a XX% chance that Bitcoin $BTC will reach $150K in 2025" @wallstengine on X 2025-07-14 07:56:03 UTC 71.9K followers, 22.5K engagements
"Guggenheim Downgrades $DDOG to Sell from Neutral Introduces PT $105; 'Due to Near-Term OpenAI Optimization Risk' Analyst comments: "Key Message: We are downgrading shares of Datadog ahead of potential significant optimization by OpenAI which we believe is Datadogs largest customer. Our tactical positioning is based on our belief that OpenAIs observability software roadmap is shifting towards more cost efficient in-house managed technologies and our model setup that indicates second-half risk. We dont believe this is representative of broader enterprise trends; rather OpenAI is an outlier in" @wallstengine on X 2025-07-08 10:10:22 UTC 71.6K followers, 8806 engagements
"Cantor Fitzgerald Maintains Overweight Rating on $META Raises PT to $XXX from $XXX Earnings Preview: "We expect META to report 2Q25E results with a decent upside to consensus on revenues and EPS driven by outperformance in the core ads business as tariff-driven uncertainties moderated in May/June. The companys 3Q25E revenue guide should indicate stable y/y growth with little deceleration (around $47.5/$48B at the high-end). On FY outlook META is likely to reiterate its opex guidance but recent investments in AI talent (CFe $500M$1B in incremental annual opex) move the target above the low" @wallstengine on X 2025-07-16 11:11:56 UTC 71.9K followers, 7229 engagements
"$TDY Teledyne FLIR Defense says it fully supports the Pentagons new drone dominance directive. Its Black Hornet nano-drone featured in Secretary Hegseths announcement has been part of Army programs since 2018 with $300M+ in orders. The newest Black Hornet X just added to the Blue UAS list weighs only XX grams and flies up to X km for XX minutes. Teledyne has delivered over 33000 units worldwide" @wallstengine on X 2025-07-11 16:44:26 UTC 71.5K followers, 7327 engagements
"Raymond James Reiterates Market Perform on $NKE; says worst of sales declines has likely passed but challenges remain Analyst comments: "We preview F4Q25 earnings FY26 expectations and review channel checks. We see NIKEs F4Q being 'less bad' than expected. We lower FY26 EPS estimates on the negative impact of tariffs (estimated XXX bp gross margin unmitigated headwind) but raise revenue estimates on FX (now XXX% benefit to FY26 revenue growth vs. estimated flat after F3Q results). We maintain our Market Perform as we seek better risk/reward as the bar isnt that low (P/E 25x; 5-year average" @wallstengine on X 2025-06-23 10:17:02 UTC 71.5K followers, 7710 engagements
"Venture Global $VG has started producing liquefied natural gas from Phase X of its Plaquemines export plant in Louisiana according to Reuters. The company has already been exporting from Phase X but Phase X production now gives VG access to higher spot market pricing for the next two years" @wallstengine on X 2025-07-14 16:53:51 UTC 71.8K followers, 8252 engagements
"COINBASE $COIN CEO SAYS PARTNERED WITH PERPLEXITY AI" @wallstengine on X 2025-07-10 13:27:38 UTC 71.8K followers, 30.6K engagements
"$JPM SEES FY NET INTEREST INCOME ABOUT $95.5B SAW ABOUT $94.5B" @wallstengine on X 2025-07-15 10:42:18 UTC 71.9K followers, 4783 engagements
"$CNC WITHDRAWS 2025 GUIDANCE AFTER MARKETPLACE SHOCK Centene just pulled its 2025 earnings guidance after new data showed much higher morbidity and lower growth in its Marketplace business than expected slashing net risk adjustment revenue by $1.8B with a $XXXX EPS hit. Medicaid costs are also rising especially in behavioral health home health and high-cost drugs in states like NY and FL. CNC plans corrective pricing for 2026 and will share more in its Q2 results on July XX. Oscar Health $OSCR is sliding too given its high ACA exchange exposure along with other Insurance stocks like $HUM $CI" @wallstengine on X 2025-07-01 21:01:20 UTC 71.5K followers, 39.6K engagements
"VALARIS $VAL just locked in two major drillship contracts with Anadarko (Occidental) in the Gulf adding about $XXX million to its backlog. One is a 940-day extension starting June 2026 for DS-16 and the other is a new 914-day contract for DS-18 starting late 2026" @wallstengine on X 2025-07-07 07:21:46 UTC 71.6K followers, 5996 engagements
"POWELL CALLS FOR IG REVIEW OF $2.5B FED HQ RENOVATION Fed Chair Jerome Powell has asked the central banks inspector general to review its $2.5B headquarters renovation amid growing pressure from Trump and his allies. The projectfocused on two historic buildingshas become a flashpoint as Trump pushes for Powells removal over rate policy. The review comes as the White House questions whether parts of the overhaul violated design rules. Powell is seeking a fresh look from the IG even as the Fed maintains it followed all legal guidelines and doesnt need further NCPC approval. Source: Axios" @wallstengine on X 2025-07-14 12:27:23 UTC 71.7K followers, 7949 engagements
"UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY XX 2025 Mon: $MNDY $HTZ $PLUG $ZI $ACHR $ASTS Tues: CPI + $JD $UA $ONON $SE $OKLO $LUNR Wed: $GLBE $CSCO $RCAT $DLO Thu: PPI + Fed Powell + $WMT $BABA $DE $AMAT $CAVA $TTWO Fri: No Major Earnings" @wallstengine on X 2025-05-10 13:45:40 UTC 71.9K followers, 23.5K engagements
"Just a heads up: theres been no official PR or statement from either of these companies $GRRR or $NVDA" @wallstengine on X 2025-07-09 18:14:00 UTC 71.5K followers, 11.2K engagements
"Citi Reiterates Buy Rating on $FTAI PT $XXX Analyst comments: "Fortress Aviation (FTAI) expressed optimism about global engine module growth their development of the aircraft leasing partnership and the growing potential for authorities to grant the final green light on Parts Manufacturer Approval (PMA) for CFM56 engine modules. Citi reiterates its Buy rating on FTAI and opens a positive 90-day catalyst watch on the shares. Direction: Upside Duration: Within XX Days (expires XX Oct 2025) Catalyst: Special situations Over the next three months we expect FTAI to announce its final PMA approval" @wallstengine on X 2025-07-10 09:54:26 UTC 71.1K followers, 5792 engagements
"WHITE HOUSE OFFICIAL: TRUMP MEANS HE WILL IMPOSE XXX% TARIFFS ON RUSSIA SECONDARY SANCTIONS ON OTHER COUNTRIES THAT BUY OIL FROM RUSSIA IF A DEAL ISN'T STRUCK IN XX DAYS" @wallstengine on X 2025-07-14 15:40:56 UTC 71.9K followers, 12.1K engagements
"$RIVN and $GOOGL are teaming up to launch Rivian Navigation with Google Maps giving Rivian drivers a custom-built system powered by Google Maps tech. It keeps Rivians EV-focused features like charging stop planning while adding Googles routing traffic and place info" @wallstengine on X 2025-07-15 15:29:24 UTC 71.9K followers, 11.3K engagements
"$LULU Lululemon Athletica Q1 Earnings Highlights 🔹 Revenue: $2.4B (Est. $2.36B) 🟢; UP +7% YoY (or +8% on cc) 🔹 EPS: $XXXX (Est. $2.58) 🟢 🔹 Comparable Sales: UP +1% FY Guidance 🔹 Revenue: $11.15B$11.3B (Est. $11.24B) 🔴 🔹 EPS: $14.58$14.78 (Est. $14.94) 🔴 🔸 Full-year revenue growth expected +5% to +7% or +7% to +8% excluding 53rd week effect 🔸 Guidance excludes any impact from future share repurchases 🔸 Forecasts based on managements expectations; excludes macro and tariff uncertainties Q2 Guidance 🔹 Revenue: $2.535B$2.56B (Est. $2.57B) 🔴 🔹 EPS: $2.85$2.90 (Est. $3.32) 🔴 🔸" @wallstengine on X 2025-06-05 20:11:45 UTC 71.3K followers, 8770 engagements