[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 US Treasury Secretary Janet Yellen is urging the World Bank to end its support for China, citing the need to secure critical mineral supply chains and prioritize reliable energy sources. Meanwhile, tensions between the US and China are escalating, with President Trump announcing a proposal to impose new tariffs on Chinese goods and China responding with restrictions on US subsidiaries of a South Korean company. In the tech sector, major companies such as Microsoft, Amazon, and Google are making significant moves, including investing in AI infrastructure, partnering with other companies on AI projects, and unveiling new AI-powered products. ### Engagements: XXXXXXX [#](/creator/twitter::1508426880860704771/interactions)  - X Week XXXXXXXXX +47% - X Month XXXXXXXXXX +104% - X Months XXXXXXXXXX +70% - X Year XXXXXXXXXXX +470% ### Mentions: XXX [#](/creator/twitter::1508426880860704771/posts_active)  - X Week XXX +12% - X Month XXXXX -XX% - X Months XXXXX +21% - X Year XXXXXX +81% ### Followers: XXXXXX [#](/creator/twitter::1508426880860704771/followers)  - X Week XXXXXX +5.50% - X Month XXXXXX +13% - X Months XXXXXX +68% - X Year XXXXXX +346% ### CreatorRank: XXXXXX [#](/creator/twitter::1508426880860704771/influencer_rank)  ### Social Influence [#](/creator/twitter::1508426880860704771/influence) --- **Social category influence** [stocks](/list/stocks) #469 [finance](/list/finance) #1214 [technology brands](/list/technology-brands) #2771 [countries](/list/countries) #3523 [cryptocurrencies](/list/cryptocurrencies) #505 [automotive brands](/list/automotive-brands) #5817 [travel destinations](/list/travel-destinations) XXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% [luxury brands](/list/luxury-brands) XXX% **Social topic influence** [china](/topic/china) #169, [eps](/topic/eps) #144, [open ai](/topic/open-ai) #734, [$nvda](/topic/$nvda) #9, [stocks](/topic/stocks) #1580, [investment](/topic/investment) #399, [goldman sachs](/topic/goldman-sachs) #3, [longterm](/topic/longterm) #126, [tariffs](/topic/tariffs) #156, [$aapl](/topic/$aapl) #50 **Top accounts mentioned or mentioned by** [@007ofwallst](/creator/undefined) [@xynth_m](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@grok](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@askfinvest](/creator/undefined) [@stockstormx](/creator/undefined) [@sergiustrading](/creator/undefined) [@edgeful](/creator/undefined) [@parabolicnotice](/creator/undefined) [@alerts_bullish](/creator/undefined) [@joystickexpert](/creator/undefined) [@knightw0lf_](/creator/undefined) [@briton_hill](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@teshen8lin](/creator/undefined) [@1991wolfpack](/creator/undefined) [@bullorix](/creator/undefined) [@boersenwunder](/creator/undefined) [@options_222](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Goldman Sachs (GS)](/topic/goldman-sachs) [Apple, Inc. (AAPL)](/topic/$aapl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [Ferrari N.V. (RACE)](/topic/$race) [Truist Financial Corp (TFC)](/topic/$tfc) [FG Nexus (FGNX)](/topic/$fgnx) [Metadium (META)](/topic/$meta) [Bloom Energy Corporation (BE)](/topic/$be) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alvey Chain (WALV)](/topic/$alv) [DoorDash, Inc. (DASH)](/topic/doordash) [Dash (DASH)](/topic/$dash) [Intel Corporation (INTC)](/topic/$intc) [Morgan Stanley (MS)](/topic/morgan-stanley) [BlackRock Inc (BLK)](/topic/blackrock) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Bitcoin (BTC)](/topic/bitcoin) [Stellantis N.V. (STLA)](/topic/$stla) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Ethereum (ETH)](/topic/ethereum) [Applovin Corporation (APP)](/topic/applovin) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Applied Materials, Inc. (AMAT)](/topic/$amat) [GammaSwap (GS)](/topic/$gs) [Palantir (PLTR)](/topic/$pltr) [Comerica, Inc. (CMA)](/topic/$cma) [Advanced Micro Devices (AMD)](/topic/$amd) [Boeing Co (BA)](/topic/$ba) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [IonQ, Inc. (IONQ)](/topic/$ionq) [Cigna Corp (CI)](/topic/$ci) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Deere & Company (DE)](/topic/$de) [QuantumScape Corporation (QS)](/topic/$qs) [Corning Incorporated (GLW)](/topic/$glw) ### Top Social Posts [#](/creator/twitter::1508426880860704771/posts) --- Top posts by engagements in the last XX hours "$ALV Autoliv Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $2.05) 🟢; UP +26% YoY 🔹 Revenue: $2.71B (Est. $2.69B) 🟢; UP +5.9% YoY 🔹 Adj. Operating Margin: 10.0%; UP +70 bps YoY 🔹 Organic Sales Growth: +3.9% YoY 🔹 Operating Cash Flow: $258M; UP +46% YoY Guidance (FY25) 🔹 Organic Sales Growth: X% 🔹 FX Impact on Net Sales: +1% 🔹 Adj. Operating Margin: 1010.5% 🔹 Operating Cash Flow: $1.2B Segment 🔹 Product: Airbags/Steering & Other +3.6% organic; Seatbelts +4.5% organic 🔹 Region (organic): Americas +4.7%; Europe +0.1%; China +6.2%; Asia ex-China +5.5% Other Metrics 🔹 ROCE: 25.1%" [X Link](https://x.com/wallstengine/status/1979132661441663302) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:29Z 94.6K followers, 7874 engagements "$PEP PepsiCo Q325 Earnings Highlights 🔹 Revenue: $23.94B (Est. $23.86B) 🟢; UP +3% YoY 🔹 Core EPS: $XXXX (Est. $2.27) 🟢; DOWN -X% YoY (constant currency) 🔸 Steve Schmitt named EVP & CFO Reaffirms FY25 Guidance: 🔹 Low-single-digit organic revenue growth 🔹 Core constant-currency EPS approximately even with prior year; FX headwind now 0.5ppt (prior 1.5ppt) 🔹 FY25 cash returns $8.6B (Dividends $7.6B; Buybacks $1.0B); core tax rate XX% Segment: 🔹 PBNA: $7.33B; UP +2% YoY (Organic +2%) 🔹 PFNA: $6.53B; FLAT YoY (Organic -3%) 🔹 EMEA: $5.02B; UP +9% YoY (Organic +5.5%) 🔹 Latin America" [X Link](https://x.com/wallstengine/status/1976227670385099037) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:06Z 94.6K followers, 17.5K engagements "DoorDash $DASH is teaming up with Serve Robotics $SERV in a multiyear deal to roll out sidewalk delivery robots across the US starting in Los Angeles. Serve which also works with $UBER has already completed tens of thousands of deliveries in five cities including Miami Dallas and Chicago. The partnership isnt exclusive allowing Serves fleet to take orders from both DoorDash and Uber to improve utilization. Serve plans to double its fleet to 2000 robots by year-end aiming to boost efficiency and cut idle time" [X Link](https://x.com/wallstengine/status/1976239244554244163) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:52Z 94.6K followers, 46.6K engagements "Microsoft $MSFT forecasts ongoing data center constraints through 2026 OpenAI remains Microsofts largest CPU customer on Azure. The company reportedly had to turn away some Azure customers due to limited capacity. - BBG" [X Link](https://x.com/wallstengine/status/1976366395953975409) [@wallstengine](/creator/x/wallstengine) 2025-10-09T19:17Z 94.6K followers, 253.8K engagements "Trump: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for China. We have been contacted by other Countries who are extremely angry at this great Trade" [X Link](https://x.com/wallstengine/status/1976664219773792565) [@wallstengine](/creator/x/wallstengine) 2025-10-10T15:00Z 94.6K followers, 624.4K engagements "TSMC plans to acquire a SECOND major U.S. Arizona site to accelerate capacity securing land for up to six fabs with N2 in Arizona Phase X. $TSM" [X Link](https://x.com/wallstengine/status/1978711918811455652) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:37Z 94.6K followers, 59.6K engagements "$NVDA is teaming up with Australian startup Firmus Technologies to build a new network of renewable-powered AI data centers under Project Southgate a $XXX billion initiative already underway in Melbourne and Tasmania per Bloomberg. The sites will use Nvidias GB300 chips and draw about XXX megawatts of power coming online by April 2026. Firmus said the project could scale to $XX billion by 2028 expanding to XXX gigawatts and adding roughly X% of Australias total power capacity through new wind solar and hydro projects. Firmus co-CEO Oliver Curtis called Southgate a blueprint for how Australia" [X Link](https://x.com/wallstengine/status/1978731151486300380) [@wallstengine](/creator/x/wallstengine) 2025-10-16T07:54Z 94.6K followers, 39K engagements "SemiAccurate says Intel $INTC Foundry has locked in at least one large AI customer for its upcoming 18A/AP process and hints there may be more" [X Link](https://x.com/wallstengine/status/1979185226174669259) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:58Z 94.6K followers, 69.2K engagements "Peabody Energy $BTU said Anglo American has launched arbitration after Peabody terminated its deal to buy Anglos steelmaking coal assets citing a material adverse change. Anglo returned $29M of the $75M deposit; Peabody is demanding the rest" [X Link](https://x.com/wallstengine/status/1974085799197954369) [@wallstengine](/creator/x/wallstengine) 2025-10-03T12:15Z 93.9K followers, 9369 engagements "Standard Chartered warns stablecoins could pull $X Trillion in deposits out of emerging market banks within X years. Nearly all are dollar-pegged making them attractive in countries hit by currency crashes" [X Link](https://x.com/wallstengine/status/1975599799559987524) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:31Z 94.1K followers, 8133 engagements "Airbus A320 has officially overtaken Boeings $BA XXX as the most-delivered jet in history with 12260 planes handed over since 1988 after the latest delivery to Flynas" [X Link](https://x.com/wallstengine/status/1975608354413384009) [@wallstengine](/creator/x/wallstengine) 2025-10-07T17:05Z 93.9K followers, 10.5K engagements "B.Riley Upgrades $FORM to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We have gained further conviction in FormFactors efforts to restore gross margins toward the XX% target as new operations and finance leadership collaborate to reinvigorate cost-reduction initiatives and modernize workflowsaddressing what has historically been a financial execution weakness even prior to the Texas 50000 sq. ft. facility ramp. On the revenue side we believe DRAM HBM strengths remain robust and defensible while new long-term opportunities are emerging in Foundry Logic including potential" [X Link](https://x.com/wallstengine/status/1976562527535354297) [@wallstengine](/creator/x/wallstengine) 2025-10-10T08:16Z 93.9K followers, 8476 engagements "Morgan Stanley and other investors including BlackRock and Texas Treasury Safekeeping Trust have asked to withdraw funds from $JEF Jefferies Point Bonita Capital which had heavy exposure to bankrupt auto-parts maker First Brands Group. Point Bonita managed about $3B in trade finance assets with roughly XX% tied to First Brands receivables. Jefferies disclosed that $715M was invested in receivables owed by First Brands and payments stopped Sept. XX just before the companys Sept. XX bankruptcy filing. A board committee and the U.S. Justice Department are now investigating whether First Brands" [X Link](https://x.com/wallstengine/status/1976757966092353624) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:13Z 93.9K followers, 13.7K engagements "TRUMP WHEN ASKED: OTHER THINGS COULD BE ON TABLE FOR EXPORT CONTROLS LIKE BOEING $BA PLANES" [X Link](https://x.com/wallstengine/status/1976772023641628761) [@wallstengine](/creator/x/wallstengine) 2025-10-10T22:09Z 94K followers, 17.5K engagements "TRUMP ASKED IF HE'LL RETREAT ON CHINA MEASURE: WE'LL SEETHATS WHY I SET IT TO NOV. 1" [X Link](https://x.com/wallstengine/status/1976773121207419297) [@wallstengine](/creator/x/wallstengine) 2025-10-10T22:13Z 93.9K followers, 81.6K engagements "$IONQ said it achieved a breakthrough in quantum chemistry showing its system can calculate atomic-level forces more accurately than classical methods. The study done with a Global 1000 automaker used IonQs QC-AFQMC algorithm to model nuclear forces for carbon-capture material design. CEO Niccolo de Masi said the work goes beyond academic benchmarks demonstrating practical quantum advantages for pharma battery and chemical industries" [X Link](https://x.com/wallstengine/status/1977692520726385138) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:06Z 94K followers, 41.4K engagements "BESSENT ON SHUTDOWN: STARTING TO AFFECT THE ECONOMY" [X Link](https://x.com/wallstengine/status/1977708380983644289) [@wallstengine](/creator/x/wallstengine) 2025-10-13T12:09Z 94K followers, 22.1K engagements "EARNINGS SEASON IS HERE 🔔 And its about to get interesting for every market junkie looking to make an extra buck especially with Polymarkets earnings markets live Heres a look at the stocks reporting Tuesday & Wednesday along with their Polymarket odds of beating estimates" [X Link](https://x.com/wallstengine/status/1977764827759087664) [@wallstengine](/creator/x/wallstengine) 2025-10-13T15:54Z 94K followers, 39K engagements "No surprise tradings been trending on Whop The markets offered up a ton of opportunity this past year in themes like AI data centers nuclear space drones & REEs These arent just hype but XX% of the stocks chasing them might be. The others will keep gaining value & will become industry giants over time" [X Link](https://x.com/wallstengine/status/1977811196381389130) [@wallstengine](/creator/x/wallstengine) 2025-10-13T18:58Z 94K followers, 25K engagements "China said its rare earth export controls are lawful and not an export ban defending the measures as compliant with global trade rules. The Commerce Ministry said it informed the U.S. in advance through export control talks and that working-level discussions were held Monday. Beijing urged Washington to stop threats while seeking talks and said cooperation benefits both sides. China also reiterated it would fight the trade war to the end if necessary but confirmed communication between both sides continu" [X Link](https://x.com/wallstengine/status/1977917106537820446) [@wallstengine](/creator/x/wallstengine) 2025-10-14T01:59Z 93.9K followers, 27K engagements "Global smartphone shipments rose X% YoY in Q3 2025 according to Omdia as vendors stocked up ahead of the holiday season. Apple $AAPL posted its strongest third quarter ever capturing XX% market share. Samsung held the top spot with XX% followed by Xiaomi (14%) TRANSSION (9%) and vivo (9%). Omdia said the rebound was supported by strong replacement demand and inventory buildup before Q4. The iPhone XX lineup exceeded expectations while TRANSSION saw double-digit growth marking its highest Q3 shipments to date" [X Link](https://x.com/wallstengine/status/1978016257686585800) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:33Z 93.9K followers, 15.6K engagements "Goldman Sachs analyst Scott Fidel initiated coverage on major U.S. healthcare insurers and managed care providers: Buy: $UNH ($406 PT) $CI ($370 PT) $CVS ($91 PT) $ALHC ($21 PT) Neutral: $MOH ($207 PT) $ELV ($343 PT) $OSCR ($17 PT) Sell: $CNC ($33 PT) $HUM ($271 PT)" [X Link](https://x.com/wallstengine/status/1978022600489001311) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:58Z 94K followers, 14.2K engagements "Safe partnered with Circle $CRCL to make USDC the default stablecoin across its ecosystem. Safe secures $60B in assets and holds $2.5B in USDC" [X Link](https://x.com/wallstengine/status/1978083979698860355) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:02Z 93.9K followers, 9567 engagements "Short sellers are facing their worst returns since 2020 according to the Financial Times as retail traders drive a rally in heavily shorted stocks. A basket of the XXX most shorted U.S. stocks is up XX% this year the best run since the 2020 retail-driven surge. Its been really hard this year said Anne Stevenson-Yang of J Capital Research. Weve all been waiting for the market to become more rational and it hasnt" [X Link](https://x.com/wallstengine/status/1978116925172707477) [@wallstengine](/creator/x/wallstengine) 2025-10-14T15:13Z 94K followers, 15.3K engagements "FED POWELL: NOT GOING TO COMMENT ON GOLD OR BITCOIN PRICES WE THINK INFLATION IS DRIVEN BY FUNDAMENTAL SUPPLY & DEMAND FACTORS" [X Link](https://x.com/wallstengine/status/1978140557076513176) [@wallstengine](/creator/x/wallstengine) 2025-10-14T16:47Z 93.9K followers, 14.7K engagements "Guggenheim Initiates Coverage on $LYFT with Buy Rating PT $XX Analyst comments: "Our BUY rating reflects 1) recent Waymo and May Mobility partnerships (i.e. Ticket to Ride) 2) our view that consensus estimates underappreciate FREENOW contribution and 3) Street Booking forecasts below managements medium-term target. New management has reinvigorated growth since their mid-2023 arrival primarily by becoming 'something to someone' these proof-points instill confidence in the trajectory ahead. We expect the Autonomous Vehicle (AV) debate to remain a key sentiment driver with bulls highlighting" [X Link](https://x.com/wallstengine/status/1978389512997986611) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:16Z 94K followers, 9567 engagements "Dollar Tree $DLTR reaffirmed its near-term outlook and unveiled a 3-year EPS growth target of 1215% CAGR (FY26FY28) ahead of its 2025 Investor Day in New York. FY26 EPS is projected to grow in the high teens driven by tariff mitigation multi-price conversions and the Family Dollar sale. QTD comp sales are up XXX% and the company repurchased 2.8M shares for $271M. CEO Mike Creedon said Dollar Tree is entering a new chapter as a multi-price tech-enabled retailer positioned for long-term growth" [X Link](https://x.com/wallstengine/status/1978418225508725201) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:10Z 94K followers, 8928 engagements "BESSENT: EUROPEAN ALLIES MUST BE WILLING TO FOLLOW ON TARIFFS ON CHINESE GOODS RELATED TO RUSSIAN OIL PUCHASES" [X Link](https://x.com/wallstengine/status/1978459119972409512) [@wallstengine](/creator/x/wallstengine) 2025-10-15T13:53Z 94K followers, 10.6K engagements "$NRG LANDS FIRST DATA CENTER POWER DEALS TOTALING XXX MW NRG Energy just signed its first batch of long-term retail power deals with data centers covering XXX MWwith room to add up to X GW more. The companys Texas virtual power plant has also scaled to XXX MW up from XX MW aiming for X GW by 2035. Q2 revenue hit $6.74B beating estimates though EPS of $XXXX came in just short. FY25 EPS guide was set at $6.75$7.75 below consensus" [X Link](https://x.com/wallstengine/status/1953059465261138181) [@wallstengine](/creator/x/wallstengine) 2025-08-06T11:43Z 94.6K followers, 7215 engagements "BeOne Medicines $ONC is selling its royalty rights on Amgens IMDELLTRA to Royalty Pharma $RPRX for up to $950M excluding China sales. The deal includes $885M upfront and up to $65M more within XX months if BeOne opts to sell remaining royalties. BeOne will still collect royalties on IMDELLTRA sales above $1.5B annually and keep rights to other Amgen assets like xaluritamig now in trials for prostate cancer. IMDELLTRA is already approved in the U.S. for patients with extensive-stage small cell lung cancer" [X Link](https://x.com/wallstengine/status/1959919821245555101) [@wallstengine](/creator/x/wallstengine) 2025-08-25T10:04Z 94.6K followers, 8388 engagements "HORMEL TO RAISE PRICES AS COMMODITY COSTS SURGE Hormel Foods $HRL warned of price increases after pork belly costs jumped XX% and wholesale pork rose XX% year-over-year. The Spam maker reported Q3 earnings of XX cents per share missing the 40-cent estimate while sales rose XXX% to $XXXX billion. Shares fell XX% to a decade low as the company cut its profit outlook. Interim CEO Jeff Ettinger said the commodity run-up was "both sudden and major" requiring "targeted pricing actions." Food service volumes dropped over X% as restaurant traffic declined. Source: Wall Street Journal" [X Link](https://x.com/wallstengine/status/1961320030156579200) [@wallstengine](/creator/x/wallstengine) 2025-08-29T06:48Z 94.6K followers, 8740 engagements "$SOFI Technologies has launched the SoFi Agentic AI ETF $AGIQ targeting "next-generation AI" companies including autonomous vehicles cybersecurity and semiconductors. The fund tracks XX components from $NVDA to $lSRG and $DE with a XXXX% fee" [X Link](https://x.com/wallstengine/status/1963228944578318714) [@wallstengine](/creator/x/wallstengine) 2025-09-03T13:13Z 94.6K followers, 13.8K engagements "QUANTUMSCAPE $QS CORNING $GLW IN DEAL FOR CERAMIC SEPARATOR DEVELOPMENT" [X Link](https://x.com/wallstengine/status/1972977823938936877) [@wallstengine](/creator/x/wallstengine) 2025-09-30T10:52Z 94.6K followers, 12.8K engagements "More details: QuantumScape $QS and Corning $GLW announced a partnership to develop high-volume ceramic separator manufacturing for solid-state batteries. The deal combines QSs lithium-metal battery tech with Cornings ceramics expertise aimed at scaling production for commercial use. No financial terms or timelines were disclosed" [X Link](https://x.com/wallstengine/status/1972979652873404720) [@wallstengine](/creator/x/wallstengine) 2025-09-30T10:59Z 94.6K followers, 5805 engagements "Ferrari $RACE laid out its 2030 roadmap at Capital Markets Day confirming an average of four new model launches per year between 2026 and 2030 and the debut of its first fully electric Ferrari elettrica in late 2026. By the end of the decade the lineup will be XX% ICE XX% hybrid and XX% electric. Executive Chairman John Elkann said With the new Ferrari elettrica we once again affirm our will to progress by uniting the discipline of technology the creativity of design and the craft of manufacturing. Ferrari now counts 90000 active clients up XX% from 2022 and plans to open Tailor Made centers" [X Link](https://x.com/wallstengine/status/1976219220343140354) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:32Z 94.6K followers, 31.2K engagements "FERRARI $RACE SEES 2030 ADJ. EBITDA AT LEAST EU3.6B" [X Link](https://x.com/wallstengine/status/1976223246417863120) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:48Z 94.6K followers, 7216 engagements "FERRARI $RACE TO INCREASE DIV PAYOUT TO XX% OF NET STARTING FROM 2025" [X Link](https://x.com/wallstengine/status/1976223361056583683) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:49Z 94.6K followers, 7123 engagements "Ferrari $RACE is having its worst trading day since 2016 after the company cut its 2030 EV target in half now expecting only XX% of its lineup to be fully electric by the end of the decade down from the XX% goal set in 2022" [X Link](https://x.com/wallstengine/status/1976288452632248443) [@wallstengine](/creator/x/wallstengine) 2025-10-09T14:07Z 94.6K followers, 17.2K engagements "Jefferies says Ferraris $RACE steep derating vs. luxury peers now XX% over the past six months; is starting to feel extreme. The firm highlighted that Ferraris updated long-term plan is not bearish but conservative calling it realism over optimism. Jefferies said Ferraris FY25 guidance was slightly raised with revenue now expected at 7.1B and EBIT margin XX% but the 2030 outlook disappointed: revenue guidance of 9B (vs. Streets 10.2B) EBIT margin XX% (vs. XXXX% expected) and EPS XXXXX (vs. XXXXX consensus). Analysts said Ferraris revised product mix XX% gas XX% electric reflects pragmatism" [X Link](https://x.com/wallstengine/status/1976343575924527392) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:46Z 94.6K followers, 26.6K engagements "Stellantis $STLA said vehicle sales rose XX% in Q3 helped by a XX% jump in U.S. deliveries as inventories normalized and the company brought back the V8 Ram 1500" [X Link](https://x.com/wallstengine/status/1976546904705323388) [@wallstengine](/creator/x/wallstengine) 2025-10-10T07:14Z 94.6K followers, 9251 engagements "China imposed restrictions on five U.S. subsidiaries of South Koreas Hanwha Ocean. The Ministry of Transport also launched a survey to assess the impact of U.S. Section XXX tariffs on Chinas shipping and shipbuilding sectors saying the probe will evaluate effects on industrial security & supply chain stability" [X Link](https://x.com/wallstengine/status/1977959565573702044) [@wallstengine](/creator/x/wallstengine) 2025-10-14T04:48Z 94.6K followers, 119K engagements "Jefferies on $BE (PT $31): We Would Still Need to See Substantial Backlog Adds to Alleviate 2027 Outlook Concerns Analyst comments: "Brookfield Asset Management plans to invest up to $X billion in deploying Blooms solid oxide fuel cells (SOFCs) with initial deployments expected in Europe by year-end. Details however remain very limited. Key 3Q questions include: deployment timing cadence and size additional capacity expansion and backlog growth. Investor confidence hinges on visibility into 2027 sales and capacity plans capacity expansion is required to support the narrative. The partnership" [X Link](https://x.com/wallstengine/status/1978020636745212251) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:50Z 94.6K followers, 15K engagements "$WFC Wells Fargo Q3'25 Earnings Highlights 🔹 Revenue: $21.43B (Est. $21.14B) 🟢; +5% YoY 🔹 EPS: $XXXX (Est. $1.55) 🟢; +17% YoY 🔹 Net Interest Income: $11.95B (Est. $12.01B) 🔴; +2% YoY 🔸Sees Q4 NII $12.4B - $12.5B Q3 Operating Metrics: 🔹 Total Avg. Loans: $928.7B (Est. $926.43B) 🟢; UP +2% YoY 🔹 Total Avg. Deposits: $1.34T (Est. $1.34T) 🟡; FLAT YoY 🔹 Net Charge-Offs: $942M (Est. $1.09B) 🟢; DOWN -XX% YoY 🔹 Noninterest Income: $9.49B; UP +9% YoY 🔹 Provision for Credit Losses: $681M; DOWN -XX% YoY Q3 Segment Performance: Consumer Banking and Lending (CBL): 🔹 Revenue: $9.65B; UP +6%" [X Link](https://x.com/wallstengine/status/1978046714608304255) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:34Z 94.6K followers, 14.8K engagements "Andrew Ross Sorkin on Stock Market Crash: We will have a crash I just can't tell you when and I can't tell you how deep. But I can assure you unfortunately I wish I wasn't saying this we will have a crash" [X Link](https://x.com/wallstengine/status/1978417038579159369) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:05Z 94.6K followers, 454.6K engagements "US TSY SEC. BESSENT U.S. INVESTMENT BOOM IS SUSTAINABLE JUST GETTING STARTED THERE IS PENT UP DEMAND AMERICA IS OPEN FOR BUSINESS JUST SEEING BEGINNING OF AI BOOM .and you're bearish" [X Link](https://x.com/wallstengine/status/1978437903551222145) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:28Z 94.6K followers, 15.4K engagements "US TSY SEC. BESSENT ON THE AI BOOM: Theres a good chance we see a 1990s-style productivity miracle. Employment booms usually follow capex booms. Were only in the third inning of this AI investment cycle. we are just taking off" [X Link](https://x.com/wallstengine/status/1978440924104376581) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:40Z 94.6K followers, 50.5K engagements "Raymond James Lowers $FHN PT to $XX from $XX Maintains Outperform Rating Analyst comments: "We maintain our Outperform rating on FHN shares following commentary on todays earnings call that has driven a sharp sell-off in the stock. More specifically and despite relatively solid results management opened the door to potential in-footprint tuck-in acquisitions where the general opinion in the investor/analyst community has been it was more likely a seller in the short- to intermediate-term. Indeed with the recently announced sale of CMA to FITB FHN was near/at the top of many investors takeout" [X Link](https://x.com/wallstengine/status/1978550159794716746) [@wallstengine](/creator/x/wallstengine) 2025-10-15T19:54Z 94.6K followers, 8942 engagements "$CRM Salesforce just set a $60B+ FY30 revenue target projecting a return to double-digit organic growth (10%+ CAGR from FY26FY30) excluding Informatica. The company also aims to hit the Rule of 50" [X Link](https://x.com/wallstengine/status/1978578198373027999) [@wallstengine](/creator/x/wallstengine) 2025-10-15T21:46Z 94.6K followers, 44.2K engagements "TSMC: AI demand is stronger than three months ago and the numbers are insane; 2026 looks healthy. No change in customer behavior so far Capex unlikely to drop significantly year to year with higher spend tied to higher growth opportunities. $TSM" [X Link](https://x.com/wallstengine/status/1978710648906203163) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:32Z 94.6K followers, 17.2K engagements "B. Riley Initiates Coverage on $BMNR with Buy Rating Sets PT at $XX Analyst comments: "BMNR is the largest Ethereum DATCO with an experienced management team and what we believe are achievable plans to acquire a X% stake in the Ethereum network. We expect the shares to continue trading at a premium to NAV (1.3x1.5x) driven by ETH staking revenue institutional custody partnerships with leading service providers and strong capital-raising capability thanks to the current premium valuation. We project that BMNR will hold approximately 7.6M ETH by FY26-end subject to market conditions and capital" [X Link](https://x.com/wallstengine/status/1978769446887100703) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:26Z 94.6K followers, 18.2K engagements "Honeywells board approved the spin-off of Solstice Advanced Materials set for October XX. Shareholders of record on Oct XX will receive X $SOLS share for every X $HON shares. Trading under $SOLSV begins Oct XX (when-issued) and under $SOLS on Oct XX. Solstice will focus on advanced materials for refrigerants semiconductors data-center cooling and energy" [X Link](https://x.com/wallstengine/status/1978779252243001387) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:05Z 94.6K followers, 8198 engagements "BofA Raises $TSM PT to $XXX from $XXX - Buy "Real demand from AI was one of the focal points during the earnings call and we sense that the company is turning a bit more positive on the long-term growth trajectory (though keeping the mid-40s% CAGR). In our view TSMCs position in such an area remains solid by ensuring system-level performance via front/back-end manufacturing while it begins to evaluate with 'customers customers' to better fulfill demand for advanced technology. Eyeing an unrivalled position amid the megatrend of AI growth we reiterate Buy and lift PO to NT$1800 (US$360 for" [X Link](https://x.com/wallstengine/status/1978785270721049050) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:29Z 94.6K followers, 10.8K engagements "UBS Raises $MU PT to $XXX from $XXX Maintains Buy Rating Analyst comments: "Our latest round of industry checks points to a very robust demand environment being met by acute and worsening DRAM supply shortages we are increasing pricing once again now see C2026E EPS power approaching $XX and raising PT from $XXX to $XXX. For DRAM we have seen an additional uptick in legacy DDR demand projections from US hyperscalers with DDR bit demand now doubling Y/Y in C2026 and even smartphone customers now asking for more DRAM supply. This is coming against little to no new DDR supply as most new DRAM" [X Link](https://x.com/wallstengine/status/1978814136222925099) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:23Z 94.6K followers, 10.2K engagements "Mizuho: At its ongoing FAM $ORCL CEO mentioned OCI AI gross margins (GM) are expected to be in 30%-40% range which is much higher than The Information Article reported few days ago which estimated GM in mid-teens % range. Non-AI OCI GM are in the 40-60% range" [X Link](https://x.com/wallstengine/status/1978880328891507121) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:46Z 94.6K followers, 12.4K engagements "Whop is quickly becoming the go-to web app for creators selling digital products. It serves hundreds of thousands of sellers has paid out over $XXX billion to creators and supports payouts in 240+ territories. Fascinating company built for the next-gen creator economy" [X Link](https://x.com/wallstengine/status/1978893864510406823) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:40Z 94.6K followers, 10.9K engagements "Insurance stocks slumped after weak Q3 results from Travelers $TRV Progressive $PGR and Marsh & McLennan $MMC triggered sector-wide growth concerns The S&P XXX Insurance Index dropped X% over two days marking its sharpest slide since April Analysts cited moderating pricing trends and slower premium growth as key headwinds with Chubb $CB and W. R. Berkley $WRB set to report next week" [X Link](https://x.com/wallstengine/status/1978905553385435200) [@wallstengine](/creator/x/wallstengine) 2025-10-16T19:27Z 94.6K followers, 16.8K engagements "Barclays Double Downgrades $ASTS to Underweight from Overweight Maintains PT at $XX Analyst comments: "In our last update we increased our price target from $XX to $XX as we took a more constructive view on pricing; we found it supportive that TMUS/Starlink launched a text-only service for $XX per month and believe that AST products which will be richer (text call broadband) could see higher price points. Since then the stock price has doubled from $XX to $XXXX per share. Positive news supporting the stock have been: X. The confirmation by AST that the launches of its next-generation" [X Link](https://x.com/wallstengine/status/1979091175261835435) [@wallstengine](/creator/x/wallstengine) 2025-10-17T07:44Z 94.6K followers, 52.6K engagements "Volvo shares fell around X% after the company reported Q3 net profit of $XXX billion above expectations of $XXX billion. The truckmaker cited difficult market conditions in North and South America that negatively impacted sales despite the earnings beat" [X Link](https://x.com/wallstengine/status/1979098593928573092) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:14Z 94.6K followers, 10.9K engagements "Defaults are ticking up in headlines but Moodys data says otherwise Default rates for both leveraged loans and high-yield bonds have eased through 2025 after peaking last year So far the recent credit cockroach stories from $ZION to $WAL still look like isolated cases not signs of a systemic credit break" [X Link](https://x.com/wallstengine/status/1979119194370449439) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:36Z 94.6K followers, 26.9K engagements "$TFC 3Q PROVISION FOR CREDIT LOSSES $436M EST. $484.9M FIFTH THIRD $FITB 3Q PROVISION FOR CREDIT LOSSES $197M EST. $239M $RF 3Q PROVISION FOR CREDIT LOSSES $105M EST. $129.1M" [X Link](https://x.com/wallstengine/status/1979136697742037116) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:45Z 94.6K followers, 12.8K engagements "AMERICAN EXPRESS $AXP: GOVERNMENT SHUTDOWN HASN'T HIT CUSTOMERS YET" [X Link](https://x.com/wallstengine/status/1979174583463727457) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:16Z 94.6K followers, 10.2K engagements "DEUTSCHE BANK $DB CEO: I SEE NO CREDIT DETERIORATION. NOT SEEING FROTH ISSUES IN LOAN BOOKS" [X Link](https://x.com/wallstengine/status/1979241273216127428) [@wallstengine](/creator/x/wallstengine) 2025-10-17T17:41Z 94.6K followers, 9726 engagements "$NVDA and $TSM just unveiled the first U.S.-made Blackwell chip wafer at TSMCs Arizona plant. Nvidia's Jensen Huang called it the start of building the worlds AI factories right here in America" [X Link](https://x.com/wallstengine/status/1979276109284794712) [@wallstengine](/creator/x/wallstengine) 2025-10-17T19:59Z 94.6K followers, 58.4K engagements "UPCOMING KEY EARNINGS WEEK OF OCT XX 2025 Mon: $AGNC Tue: $KO $LMT $GM $NOC $MMM $NFLX $TXN Wed: $CME $T $TSLA $LVS $IBM $LUV Thu: $AAL $COUR $DOW Fri: $F" [X Link](https://x.com/wallstengine/status/1979278681098063999) [@wallstengine](/creator/x/wallstengine) 2025-10-17T20:09Z 94.6K followers, 20.4K engagements "Potential Stocks for S&P XXX Inclusion Announcement Coming After the Bell (Ranked by Likelihood) AppLovin $APP Robinhood $HOOD Coinbase $COIN DoorDash $DASH HubSpot $HUBS The Trade Desk $TTD Datadog $DDOG Veeva Systems $VEEV Carvana $CVNA Zoom $ZM Pinterest $PINS Interactive Brokers $IBKR SS&C Technologies $SSNC Equinix $EQIX United Airlines $UAL" [X Link](https://x.com/wallstengine/status/1898044718111433136) [@wallstengine](/creator/x/wallstengine) 2025-03-07T16:14Z 94.6K followers, 35.5K engagements "Amazon $AMZN is partnering with Taiwans Alchip to mass-produce Trainium X on $TSMs X nm in Q1 2026 with Trainium X on X nm to follow. Astera Labs $ALAB will supply I/O chips and Synopsys $SNPS 224G SerDes IP. Source: CTEE" [X Link](https://x.com/wallstengine/status/1955904162710929555) [@wallstengine](/creator/x/wallstengine) 2025-08-14T08:07Z 94.6K followers, 18.6K engagements "Ethereum is back above $4K. Here are a few ETH-treasury companies and their holdings: $FGNX: 50770 $BMNR: 2416054 $SBET: 838728 $BTBT: 121252 $ETHZ: 102264" [X Link](https://x.com/wallstengine/status/1972701191479218623) [@wallstengine](/creator/x/wallstengine) 2025-09-29T16:33Z 94.6K followers, 9314 engagements "UPTOBER KICKING IN ALREADY While major equity indexes are flat crypto and crypto-linked stocks are moving higher. $FGNX $BMNR $COIN $HOOD $MARA $IREN" [X Link](https://x.com/wallstengine/status/1973410771624136945) [@wallstengine](/creator/x/wallstengine) 2025-10-01T15:32Z 94.6K followers, 8560 engagements "Raymond James lifted its PT on Warner Bros Discovery $WBD to $XX from $XX citing recent trends and potential M&A. Analyst Ric Prentiss said a Paramount Skydance $PSKY bid is likely with press reports suggesting a possible $2224/share offer ahead of WBDs planned split. Zaslav is said to want $40/share but Raymond James thinks PSKY is trying to move before other bidders like Amazon Apple Sony or Apollo get involved" [X Link](https://x.com/wallstengine/status/1973672179150492093) [@wallstengine](/creator/x/wallstengine) 2025-10-02T08:51Z 94.6K followers, 8228 engagements "FG Nexus $FGNX is partnering with Securitize to let shareholders tokenize common and preferred stock directly on Ethereum. It will also be the first Nasdaq-listed company to bring a dividend-paying preferred share fully onchain enabling real-time settlement and programmable ownership" [X Link](https://x.com/wallstengine/status/1973862343986864257) [@wallstengine](/creator/x/wallstengine) 2025-10-02T21:27Z 94.6K followers, 8381 engagements "Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good" [X Link](https://x.com/wallstengine/status/1974163815739588903) [@wallstengine](/creator/x/wallstengine) 2025-10-03T17:25Z 94.6K followers, 483.6K engagements "Top of the @prospero_ai small cap screener today: $CLSK $TMC $WOLF $OSCR $EOSE $UUUU $BBAI $CIFR $PPTA $ONDS" [X Link](https://x.com/wallstengine/status/1975578566768427316) [@wallstengine](/creator/x/wallstengine) 2025-10-07T15:06Z 94.6K followers, 11.5K engagements "Nasdaq $QQQ just logged its best day since August closing up +1.15%" [X Link](https://x.com/wallstengine/status/1976015922142855661) [@wallstengine](/creator/x/wallstengine) 2025-10-08T20:04Z 94.6K followers, 10.5K engagements "$GOOGL just launched Gemini Enterprise its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Googles latest Gemini models a no-code workbench customizable business agents and a secure data layer all managed under one governance system for tracking and auditing. Google says Gemini Enterprise can integrate across an entire organization to automate workflows and boost productivity with major potential in healthcare and life sciences where agents can cut regulatory review times and reduce errors. The product marks Googles full entry into the AI agent" [X Link](https://x.com/wallstengine/status/1976257808254501354) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:05Z 94.6K followers, 215.1K engagements "BILLIONAIRE $FOUR CEO ISAACMAN SAID TO TALK WITH TRUMP OVER TOP NASA JOB" [X Link](https://x.com/wallstengine/status/1976333774108623108) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:07Z 94.6K followers, 18.6K engagements "TRUMP THREATENS MASSIVE TARIFF INCREASE ON CHINESE IMPORTS IN RESPOSE TO PROPOSED EXPORT CONTROLS ON RARE EARTHS: TRUTH POST" [X Link](https://x.com/wallstengine/status/1976663725840171234) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:58Z 94.6K followers, 251.2K engagements "Crypto-related stocks under pressure today as Crypto slide following Trumps China tariff threat. $TONX $FGNX $COIN $BMNR" [X Link](https://x.com/wallstengine/status/1976699800046518402) [@wallstengine](/creator/x/wallstengine) 2025-10-10T17:22Z 94.6K followers, 10.9K engagements "The Pentagon is planning to stockpile up to $X billion worth of critical minerals amid rising tensions with China according to Financial Times. Public filings show planned purchases include $XXX million of cobalt $XXX million of antimony and $XXX million of tantalum. The materials will be stored by the Defense Logistics Agency which already holds $XXX billion in assets across depots nationwide" [X Link](https://x.com/wallstengine/status/1977476668081217795) [@wallstengine](/creator/x/wallstengine) 2025-10-12T20:49Z 94.6K followers, 93K engagements "BofA out with a semiconductor sector update this morning. Analyst Vivek Arya upgraded $AMAT and $CAMT to Buy while downgrading $INTC and $ACLS to Underperform. He also raised targets across several names $KLAC to $1300 $NVMI to $XXX $MKSI to $XXX $AEIS to $XXX and $TER to $145" [X Link](https://x.com/wallstengine/status/1977678662250971341) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:11Z 94.6K followers, 20K engagements "BofA Securities Downgrades $INTC to Underperform from Neutral Maintains PT at $XX Analyst comments: "In our view the recent $XX billion jump in INTCs market cap more than reflects its improved balance sheet and (external) foundry potential. Meanwhile INTCs competitive outlook remains challenged with no discernible AI portfolio or strategy an uncompetitive server CPU and less flexibility now than before in divesting loss-making manufacturing in our view. We fundamentally disagree with valuation methods that rely on a sum-of-parts approach applying P/E to INTC Products and P/S to INTCs" [X Link](https://x.com/wallstengine/status/1977680348164051323) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:18Z 94.6K followers, 68.2K engagements "BofA Securities Downgrades $TXN to Underperform from Neutral Lowers PT to $XXX from $XXX Analyst comments: "This downgrade report is in conjunction with our reassessment of our coverage cluster based on expected upside to our 12-month price objectives. While we continue to appreciate the high quality of TXNs assets and its execution consistency we believe the turmoil caused by global tariffs could limit any near- to medium-term demand improvement in the industrial economy. Unlike some peers (such as Infineon IFX) TXN has limited exposure to the ongoing AI capex cycle. Meanwhile TXNs 25x/31x" [X Link](https://x.com/wallstengine/status/1977680566846685594) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:19Z 94.6K followers, 8793 engagements "Beyond Meat $BYND shares are tumbling after the company announced early results for its exchange offer of X% Convertible Notes due 2027. Roughly XXXX% ($1.11B) of outstanding notes were tendered well above the XX% threshold. In return Beyond Meat will issue $208.7M of new X% Convertible Notes due 2030 and about XXX million new shares effectively rolling over $208M in debt and extinguishing over $800M. CEO Ethan Brown called the early settlement a meaningful next step toward reducing leverage and extending debt maturity. The early settlement is set for Oct. XX with a lock-up on most new shares" [X Link](https://x.com/wallstengine/status/1977698061351571662) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:28Z 94.6K followers, 157.7K engagements "Brookfield and Bloom Energy announced a $X billion partnership to build global AI infrastructure facilities with Bloom Energy $BE serving as the preferred onsite power provider for Brookfields new AI factories. The deal marks Brookfields first investment under its AI Infrastructure strategy and will use Blooms fuel cell technology to power data centers requiring massive always-on electricity capacity. The companies said a European site will be announced later this year. AI infrastructure must be built like a factory with purpose speed and scale said Bloom CEO KR Sridhar adding that todays" [X Link](https://x.com/wallstengine/status/1977699028637737272) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:32Z 94.6K followers, 115.9K engagements "Arista Networks $ANET is trading lower after Meta and Oracle said theyll use $NVDA's Spectrum-X Ethernet switches to power their AI data center networks. Meta plans to integrate Spectrum Ethernet into its Facebook Open Switching System (FBOSS) while Oracle will use the switches to build large-scale AI infrastructure" [X Link](https://x.com/wallstengine/status/1977754472026640398) [@wallstengine](/creator/x/wallstengine) 2025-10-13T15:13Z 94.6K followers, 90K engagements "$NVDA has started shipping its new DGX Spark desktop AI supercomputer capable of X petaflop of performance and 128GB of unified memory. CEO Jensen Huang personally delivered the 1st unit to Elon Musk at SpaceXs Starbase in Texas echoing his 2016 handoff of the DGX-1 to OpenAI. DGX Spark is powered by the Grace Blackwell GB10 Superchip and will be available globally starting Oct. XX through major OEMs like Acer Dell HP and Lenovo. Early testers include Google Meta Microsoft Hugging Face and others" [X Link](https://x.com/wallstengine/status/1978010374898409778) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:09Z 94.6K followers, 38K engagements "Shah Capital which holds a XXX% stake in Novavax $NVAX and is its second-largest shareholder is urging the companys board to pursue a sale Reuters reports. The fund cited three consecutive years of poor rollout for Novavaxs COVID-19 vaccine as the reason for pushing strategic alternatives" [X Link](https://x.com/wallstengine/status/1978042027507155083) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:15Z 94.6K followers, 12.3K engagements "Cantor Fitzgerald Raises $IREN PT to $XXX from $XX - OW Analyst comments: "We are raising our price target to $XXX as we adjust our AI Cloud Services revenue estimates for IREN. Over the past several months IREN has heavily leaned into its AI Cloud Services segment a business we believe will ultimately closely resemble that of CoreWeave (CRWV Overweight). While shares have performed well amid expectations that IREN will focus entirely on its GPU cloud we continue to believe there is more room to run. To illustrate this we outline a scenario in which IREN uses all of its energized capacity for" [X Link](https://x.com/wallstengine/status/1978051372638687464) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:52Z 94.6K followers, 99.9K engagements "Cloudflare $NET partnered with Visa Mastercard and Amex to develop authentication for AI shopping agents using its Web Bot Auth protocol. The system secures agent-based transactions and prevents bot fraud. Other partners include Microsoft Shopify Circle and Coinbase" [X Link](https://x.com/wallstengine/status/1978055610340905229) [@wallstengine](/creator/x/wallstengine) 2025-10-14T11:09Z 94.6K followers, 16.7K engagements "Broadcom $AVGO is launching Thor Ultra a new networking chip that doubles the bandwidth of its predecessor to scale up AI data-center networks. The chip will compete directly with $NVDA's networking interfaces as Broadcom targets a $6090 billion AI market by 2027. Thor Ultra will be key to connecting hundreds of thousands of AI chips in large-scale systems" [X Link](https://x.com/wallstengine/status/1978056394525024445) [@wallstengine](/creator/x/wallstengine) 2025-10-14T11:12Z 94.6K followers, 30.5K engagements "$GS Goldman Sachs Q3'25 Earnings Highlights 🔹 Revenue: $15.18B (Est. $14.13B) 🟢; UP +20% YoY 🔹 EPS: $XXXXX (Est. $11.02-$11.11) 🟢; UP +46% YoY 🔹 NII: $3.85B (Est. $2.87B) 🟢; UP +64% YoY Q3 Operating Metrics: 🔹 Operating Expenses: $9.45B; UP +14% YoY 🔹 Compensation & Benefits: $4.68B; UP +14% YoY FLAT QoQ 🔹 Provision for Credit Losses: $339M (Est. $369M) 🟢; DOWN -XX% YoY 🔹 Book Value per Share: $353.79; UP +6% YoY UP +1.2% QoQ 🔹 Efficiency Ratio: 62.3%; DOWN -XXX ppts YoY 🔹 YTD Efficiency Ratio: XXXX% 🔹 YTD Effective Tax Rate: XXXX% 🔹 Average Daily VaR: $91M; DOWN from $98M QoQ" [X Link](https://x.com/wallstengine/status/1978061481989276004) [@wallstengine](/creator/x/wallstengine) 2025-10-14T11:33Z 94.6K followers, 16.7K engagements "Citi raised its price target on First Solar $FSLR to a Street-high $XXX from $XXX maintaining a Buy rating. Analyst Vikram Bagri expects 3Q EPS to beat guidance on stronger pricing and mix noting robust U.S. bookings data centerdriven demand and Section XXX tariff clarity could lift shares. Citi also cited strong cash flow and low beta though noted uncertainty from a potential XX% India tariff" [X Link](https://x.com/wallstengine/status/1978065552066122044) [@wallstengine](/creator/x/wallstengine) 2025-10-14T11:49Z 94.6K followers, 10.3K engagements "Citi analyst Alicia Yap raises $GRAB price target to $X from $XXXX maintaining a Buy rating. Opens 30-day upside catalyst watch" [X Link](https://x.com/wallstengine/status/1978187724772266197) [@wallstengine](/creator/x/wallstengine) 2025-10-14T19:54Z 94.6K followers, 49.2K engagements "$SYF BOOSTS BUYBACK TOPS EARNINGS ESTIMATES Synchrony Financial posted Q3 EPS of $XXXX beating estimates by $XXXX on $3.82B in revenue (vs $3.8B est). The board approved a $1B increase to its share repurchase authorization through June 2026 bringing the total available to $2.1B" [X Link](https://x.com/wallstengine/status/1978401514717942223) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:04Z 94.6K followers, 15.5K engagements "BofA Raises $FSLR PT to $XXX from $XXX - Buy Analyst comments: "In our view First Solars U.S. finishing buildout marks the transition from policy-driven upside to execution-led growth. FEOC AD/CVD and Section XXX continue to restrict China-linked imports while the pending poly XXX investigation could create a unified enforcement regime and extend U.S. pricing power. We raise our PO to $XXX (was $209) as we incorporate 3.5GW of incremental U.S. finishing capacity by 4Q26 (27/28 EBITDA up 10%) and update our valuation approach by applying a 4x (vs 0x prior) EV/EBITDA premium to Chinese peers" [X Link](https://x.com/wallstengine/status/1978402861902946724) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:09Z 94.6K followers, 10.7K engagements "BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $XX billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double Aligneds XX data center campuses across the U.S. and Latin America. The acquisition is the first under their new $XXX billion AI Infrastructure Partnership which combines tech expertise and investment to build data centers for OpenAI Google and Meta. Larry Fink told FT the venture will lease data centers to tech firms keeping them" [X Link](https://x.com/wallstengine/status/1978424995866091947) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:37Z 94.6K followers, 273.5K engagements "$AAPL UNVEILS M5 CHIP WITH MACBOOK PRO IPAD PRO & VISION PRO Apple introduced its M5 chip bringing up to 3.5x faster AI performance and 1.6x faster graphics than M4. MacBook Pro M5 14-inch starts at $1599 (U.S.) available in space black and silver. iPad Pro M5 11-inch $XXX WiFi $1199 WiFi + Cellular 13-inch $1299 WiFi $1499 WiFi + Cellular Apple Vision Pro M5 Starts at $3499 with 256GB 512GB or 1TB" [X Link](https://x.com/wallstengine/status/1978448112755826744) [@wallstengine](/creator/x/wallstengine) 2025-10-15T13:09Z 94.6K followers, 61K engagements "$ARM and $META announced a multi-year partnership to optimize AI software and infrastructure for power efficiency across devices and data centers. Metas AI ranking and recommendation systems for Facebook and Instagram will run on Arms Neoverse platforms which offer better performance-per-watt than x86 systems. Metas Santosh Janardhan said the deal helps efficiently scale innovation to the 3B+ people using Metas apps while Arm CEO Rene Haas said AIs next era will be defined by delivering efficiency at scale. Optimizations for PyTorch ExecuTorch and vLLM will be open-sourced to improve AI" [X Link](https://x.com/wallstengine/status/1978494147695948077) [@wallstengine](/creator/x/wallstengine) 2025-10-15T16:12Z 94.6K followers, 32.3K engagements "Jefferies $JEF is facing fresh scrutiny after WSJ revealed new details on its involvement with the now-collapsed First Brands Group. Documents show Jefferies summer refinancing pitch listed $5.9B of debt though bankruptcy filings later put total liabilities above $11.6B. The presentation reportedly downplayed risks tied to factoring deals which later proved central to the companys $2B accounting gap. Jefferies said it was unaware of any fraud at First Brands and that its financial exposure is immaterial but shares are still down roughly XX% since late September erasing $2.5B in market value." [X Link](https://x.com/wallstengine/status/1978580662757294542) [@wallstengine](/creator/x/wallstengine) 2025-10-15T21:56Z 94.6K followers, 78.9K engagements "Today's Key Events (All EST) 10/16/2025 08:30: US Philly Fed Business Index 09:00: Fed's Waller 09:00: Fed's Miran 09:00: Fed's Barr 10:00: Fed's Bowman Before Open 👇 02:00: Taiwan Semiconductor $TSM 05:45: M&T Bank $MTB 06:00: Commerce Bancshares $CBSH 06:30: KeyCorp $KEY 06:30: Marsh & McLennan $MMC 06:30: Snap-On $SNA 06:30: Insteel Industries $IIIN 06:35: BNY Mellon $BK 06:45: Commercial Metals $CMC 06:45: U.S. Bancorp $USB 06:55: Travelers $TRV 07:30: Charles Schwab $SCHW 07:30: ManpowerGroup $MAN 08:05: Infosys $INFY 09:15: Wipro $WIT Before Open: ABB Ltd. $ABBNY After Hours 👇 16:00:" [X Link](https://x.com/wallstengine/status/1978720660558934016) [@wallstengine](/creator/x/wallstengine) 2025-10-16T07:12Z 94.6K followers, 14.2K engagements "Raymond James Reiterates Strong Buy Rating on $CRM PT $XXX Analyst comments: "Were reiterating our Strong Buy rating on Salesforce after attending the companys annual Dreamforce conference in San Francisco which featured the companys first formal analyst day in several years. The investor presentation provided powerful ammo against key bear debates both in terms of thematic dynamics (AI) and quantification of growth metrics (new long-term targets). The companys confidence in the NNAOV acceleration that should drive accelerating revenue growth in coming years was quite clear as was the $60B" [X Link](https://x.com/wallstengine/status/1978721921391804502) [@wallstengine](/creator/x/wallstengine) 2025-10-16T07:17Z 94.6K followers, 27.5K engagements "Nikkei Asia reports Microsoft $MSFT and $AMZN's AWS are fast-tracking plans to move their tech manufacturing out of China. Microsoft aims for XX% of Surface laptops and data center servers to be produced outside China by 2026. AWS is cutting reliance on Chinese suppliers for AI server components while Google expands production in Thailand" [X Link](https://x.com/wallstengine/status/1978736229895065710) [@wallstengine](/creator/x/wallstengine) 2025-10-16T08:14Z 94.6K followers, 30.1K engagements "B. Riley Initiates Coverage on $FGNX with Buy Rating PT $X Analyst comments: "We are initiating coverage of FGNX with a Buy rating and an $X PT. FGNX is a DATCO with a target of securing a XX% stake in the ETH network. FGNX pairs its ETH treasury with two legacy businesses: merchant banking and cinema/venue technical services. We believe institutional partnerships management experience and yield strategies support accretive ETH accumulation. The anticipated higher NAV premium should enable accretive capital raises that improve the concentration ratio in the near term. We forecast the premium" [X Link](https://x.com/wallstengine/status/1978757846788674043) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:40Z 94.6K followers, 12.6K engagements "TRUMP TO SPEAK FROM THE OVAL OFFICE AT 3PM ET" [X Link](https://x.com/wallstengine/status/1978759399008059891) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:46Z 94.6K followers, 67.2K engagements "Snowflake $SNOW and Palantir $PLTR announced a major AI and data integration partnership linking Snowflakes AI Data Cloud with Palantir Foundry and AIP to help enterprises build AI applications faster and manage data more efficiently. The integration enables zero-copy interoperability between Snowflakes Iceberg Tables and Palantirs platformsremoving data duplication and improving governance. Flagship customer Eaton is already using the system to unify its global data deploy AI agents for supply chain and customer analytics and accelerate digital twin initiatives. Both companies said the" [X Link](https://x.com/wallstengine/status/1978780925073998043) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:11Z 94.6K followers, 42.8K engagements "$CMC Commercial Metals Q425 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.35) 🟢 🔹 Revenue: $2.10B (Est. $2.09B) 🟢 $USB U.S. Bancorp Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.12) 🟢 🔹 Revenue: $7.33B (Est. $7.16B) 🟢" [X Link](https://x.com/wallstengine/status/1978781279408574664) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:13Z 94.6K followers, 7626 engagements "$SCHW Charles Schwab Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $1.24) 🟢; UP +70% YoY 🔹 Revenue: $6.14B (Est. $6.02B) 🟢; UP +27% YoY 🔹 Net Interest Revenue: $3.05B (Est. $2.96B) 🟢 🔹 Daily Avg. Trades: 7.42M (Est. 7.25M) 🟢; UP +30% YoY 🔹 Bank Deposits: $239.1B (Est. $232.2B) 🟢 🔹 Net Income (Adj.): $2.46B; UP +61% YoY 🔹 Core Net New Assets: $137.5B; UP +44% YoY 🔹 Total Client Assets: $11.59T; UP +17% YoY 🔹 Pre-Tax Margin: XXXX% (Adj.); UP +10 pts YoY 🔹 ROE: 21%; ROTCE: XX% Capital Return 🔹 Share Repurchases: $2.7B (28.9M shares) 🔹 YTD Capital Returned: $8.5B CEO" [X Link](https://x.com/wallstengine/status/1978786409625628860) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:33Z 94.6K followers, 13.6K engagements "DoorDash $DASH and $GOOGL Waymo are partnering to test autonomous deliveries in Metro Phoenix with plans to expand later this year. The pilot uses Waymos driverless vehicles to deliver orders from DashMart DoorDashs convenience and grocery stores. As part of the rollout DashPass members in Los Angeles San Francisco and Phoenix will get a $XX monthly credit for Waymo rides through the end of 2025" [X Link](https://x.com/wallstengine/status/1978810124719305096) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:07Z 94.6K followers, 16.8K engagements "American Battery Technology $ABAT released a pre-feasibility study for its Tonopah Flats Lithium Project in Nevada projecting 30000 tonnes of lithium hydroxide monohydrate annually over a 45-year mine life. The study values the project at $2.57B NPV (8%) with a XXXX% IRR and 7.5-year payback on $2B initial capex and $4307/tonne processing cost. Resources rose XX% to 15.8M tonnes with 2.73M tonnes of proven and probable reserves. The project has $900M EXIM Bank financing approval FAST-41 federal permitting and will use proprietary claystone extraction tech without acid leaching" [X Link](https://x.com/wallstengine/status/1978818100402278476) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:39Z 94.6K followers, 16.8K engagements "OpenAI just hired prize-winning black hole physicist Alex Lupsasca as the first member of its new OpenAI for Science team per Axios. Lupsasca is a Vanderbilt professor known for his work on black hole photon rings and now he will help shape how GPT-5 tackles advanced math and physics problems and guide OpenAIs push into scientific discovery. VP of Science Kevin Weil said GPT-5 can already perform limited novel scientific research calling it the worst AI model youll ever use again" [X Link](https://x.com/wallstengine/status/1978824584603341069) [@wallstengine](/creator/x/wallstengine) 2025-10-16T14:05Z 94.6K followers, 29.2K engagements "In case youre wondering why regionals $KRE are falling today: $ZION and $WAL both disclosed losses tied to suspected loan fraud. Zions took a $50M charge-off at its California Bank & Trust unit while Western Alliance said a borrower failed to post collateral but kept its 2025 outlook unchanged" [X Link](https://x.com/wallstengine/status/1978849740541366604) [@wallstengine](/creator/x/wallstengine) 2025-10-16T15:45Z 94.6K followers, 21.5K engagements "President Trump will announce a proposal from the White House this afternoon to expand access to in vitro fertilization (IVF) according to The New York Times. The plan introduces a new employer benefit option encouraging companies to offer IVF and infertility coverage similar to vision or dental insurance. However it doesnt mandate participation or include federal subsidies meaning adoption will depend on employer interest. The proposal follows months of internal debate within the administration over IVFs ethical and policy implications. Only about XX% of large U.S. employers currently cover" [X Link](https://x.com/wallstengine/status/1978868803728740692) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:01Z 94.6K followers, 77.5K engagements "ORACLE $ORCL: DISTRIBUTED CLOUD OFFERING GROWING XX% YOY WITH AN AVERAGE DEAL SIZE OF $67M" [X Link](https://x.com/wallstengine/status/1978870207717188048) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:06Z 94.6K followers, 61.4K engagements "Ray-Ban maker EssilorLuxottica posted Q3 revenue of 6.87B up XXXX% at constant FX led by EMEA and North America. Growth was fueled by Ray-Ban $META and Oakley launches and FDA-cleared Stellest lenses. The company reaffirmed 2026 targets of 2728B revenue & 1920% margins" [X Link](https://x.com/wallstengine/status/1978882693442994541) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:56Z 94.6K followers, 11.1K engagements "Kremlin says Putin and Trump discussed possible Tomahawk missile deliveries to Ukraine. Putin reportedly told Trump the missiles would not change the battlefield situation but could damage U.S.Russia ties and the peace process" [X Link](https://x.com/wallstengine/status/1978886692523135106) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:12Z 94.6K followers, 11K engagements "Cybersecurity company F5 $FFIV shares plunged over XX% marking their steepest drop since 2022 after revealing a breach by a state-backed Chinese hacking group that infiltrated its BIG-IP product development systems. The hackers reportedly accessed source code and vulnerability data using Brickstorm malware linked to China-nexus group UNC5221 which remained undetected for roughly a year. The Cybersecurity and Infrastructure Security Agency (CISA) issued an emergency directive urging all agencies to patch F5 software immediately. The U.K. National Cyber Security Centre also released guidance" [X Link](https://x.com/wallstengine/status/1978889232471986621) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:22Z 94.6K followers, 11.7K engagements "BUCKLE UP EXTREME FEAR HAS RETURNED TO THE MARKET FOR THE FIRST TIME SINCE APRIL XX 2025" [X Link](https://x.com/wallstengine/status/1978890550230085925) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:27Z 94.6K followers, 212.1K engagements "Apple $AAPL is reportedly preparing its first touch-screen MacBook Pros slated for release in late 2026 or early 2027 featuring thinner frames and new M6 chips. The models codenamed K114 and K116 will debut OLED displays for the first time in a Mac alongside a hole-punch camera replacing the notch. Apple has also reinforced the hinge to stabilize the screen during touch use. The laptops will retain a full keyboard and trackpad for traditional users. Pricing is expected to start above $1999 for the 14-inch model. Other new Macs including M5-powered MacBook Airs and Mac Studio updates are also" [X Link](https://x.com/wallstengine/status/1978896997483712568) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:53Z 94.6K followers, 28.4K engagements "Major U.S. banks including JPMorgan Bank of America Goldman Sachs and Citigroup are reportedly in talks with the U.S. Treasury to arrange loans for Argentina according to Semafor" [X Link](https://x.com/wallstengine/status/1978925213917024445) [@wallstengine](/creator/x/wallstengine) 2025-10-16T20:45Z 94.6K followers, 14.3K engagements "Goldman Sachs baseline scenario assumes a XX% productivity uplift from gen AI a gradual adoption curve through 2045 & a XX% capital share of output in AI-exposed sectors Even on Whop search data shows how fast AI has monetized over $1.1M in processed sales in the past 90days" [X Link](https://x.com/wallstengine/status/1978944255008657622) [@wallstengine](/creator/x/wallstengine) 2025-10-16T22:00Z 94.6K followers, 22.5K engagements "$META is set to close a nearly $30B financing deal with Blue $OWL Capital for its Louisiana data center the largest private capital deal on record for such a project. Morgan Stanley arranged over $27B in debt under an SPV structure; Meta will develop and operate the site slated for completion in 2029" [X Link](https://x.com/wallstengine/status/1978977510982652006) [@wallstengine](/creator/x/wallstengine) 2025-10-17T00:13Z 94.6K followers, 50.9K engagements "Today's Key Events (All EST) 10/17/2025 08:30: US Housing Starts 08:30: US Building Permits 12:15: Fed's Musalem 16:00: US Overall Net Capital Flows 16:00: US TIC Long-Term Transactions 17:00: Monthly OPEX Before Open 👇 01:40: AB Volvo $VLVLY 06:00: Truist Financial $TFC 06:00: Regions Financial $RF 06:30: Fifth Third Bancorp $FITB 06:30: Autoliv $ALV 06:35: Comerica $CMA 06:50: SLB $SLB 07:00: American Express $AXP 07:00: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Webster Financial $WBS 07:35: State Street $STT After Hours 👇 No earnings events reported after hours" [X Link](https://x.com/wallstengine/status/1979086420196143149) [@wallstengine](/creator/x/wallstengine) 2025-10-17T07:25Z 94.6K followers, 11.2K engagements "UBS Upgrades $DE to Buy from Neutral Lowers PT to $XXX from $XXX Analyst comments: "We upgrade Deere to Buy from Neutral as we expect '26 to be the last year of DE's earnings downturn before a recovery in '27. We believe Ag fundamentals and sentiment are near the bottom and while it may be a bit early for the stock today based on elevated expectations for '26 (we're XX% below cons EPS) we think a positive inflection in the cycle and DE earnings should begin to be priced in over the next year. In the interim we see limited downside with the stock pricing in $XX of trough EPS (UBSe $XXXXX in" [X Link](https://x.com/wallstengine/status/1979091415008268490) [@wallstengine](/creator/x/wallstengine) 2025-10-17T07:45Z 94.6K followers, 9779 engagements "Micron $MU plans to stop supplying server chips to data centers in China after failing to recover from Beijings 2023 ban on its products in critical infrastructure" [X Link](https://x.com/wallstengine/status/1979093806176686264) [@wallstengine](/creator/x/wallstengine) 2025-10-17T07:55Z 94.6K followers, 35.1K engagements "Starbucks $SBUX is evaluating bids from five parties for its China business valuing the deal at over $10B including royalties and a retained stake. - WSJ" [X Link](https://x.com/wallstengine/status/1979095472426889322) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:01Z 94.6K followers, 12.4K engagements "Stellantis $STLA is partnering with Chinas $PONY AI to test autonomous electric vans in Luxembourg marking Ponys first collaboration with a major Western automaker. The trials will use the Peugeot e-Traveller equipped with Level X self-driving systems allowing hands-off operation in most scenarios. The partnership could expand into passenger robotaxi services later" [X Link](https://x.com/wallstengine/status/1979099567770546261) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:18Z 94.6K followers, 12.5K engagements "Mizuho notes that Oracle $ORCL now guides for FY2030 revenue of $225B and EPS of $XX both well above consensus. OCI revenue was raised again this month and the company added $65B in remaining performance obligations tied to four major customers (not OpenAI). Mizuho believes this reflects managements growing confidence in converting AI demand into sustainable revenue growth supported by OCIs scale and accelerating AI workload momentum. Management also indicated that AI gross margins are much stronger than expected which should help ease investor concerns" [X Link](https://x.com/wallstengine/status/1979120246419345801) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:40Z 94.6K followers, 13.2K engagements "$GOLD WITH A XX% YTD GAIN IS ON TRACK FOR ITS BEST YEAR SINCE 1979" [X Link](https://x.com/wallstengine/status/1979124390429155411) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:56Z 94.6K followers, 13.3K engagements "BofA Securities Raises $AMD PT to $XXX from $XXX - Buy Rating Analyst comments: "Overall we now see greater visibility into the deployment and ramp outlook of MI450 Series Helios racks launching in 2H26 supported by key industry customers such as Oracle Meta and OpenAI (more details on pg. 3). As a result we now assume XX% OpenAI deal (6 GW deployment over X years) fall-through in our base model raise sales/EPS ests and highlight upside toward $1011 EPS power by CY27E at XXX% fall-through. Our new $XXX PO is based on unch. 33x CY27E PE still within 14x55x historical range. Next major catalyst" [X Link](https://x.com/wallstengine/status/1979125683541676152) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:01Z 94.6K followers, 19K engagements "$CMA Comerica Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.31) 🟢 🔹 Net Income: $176M 🔹 Net Interest Income: $574M (Est. $569.3M) 🟢 🔹 Net Interest Margin: XXXX% (Est. 3.15%) 🔴 🔹 Average Deposits: $62.74B (Est. $62.19B) 🟢 🔹 Average Loans: $50.76B (Est. $50.74B) 🟢 🔹 Efficiency Ratio: XXXX% (Est. 70.7%) 🟢 🔹 Return on Equity: XXXX% (Est. 9.9%) 🟢 🔹 Noninterest Income: $264M (Est. $274.8M) 🔴 🔹 Provision for Credit Losses: $22M (Est. $27.7M) 🟢 🔹 Net Charge-Offs: $32M (Est. $28.6M) 🟡 🔹 CET1 Ratio: 11.9%; Strong capital position Credit Quality 🔹 Net charge-offs at XXXX% of avg" [X Link](https://x.com/wallstengine/status/1979131433525608525) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:24Z 94.6K followers, 8799 engagements "$TFC Truist Financial Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.99) 🟢 🔹 Revenue: $5.24B; Flat QoQ 🔹 Net Interest Margin: XXXX% (Est. 3.04%) 🟡 🔹 Provision for Credit Losses: $436M (Est. $484.9M) 🟢 🔹 Avg. Deposits: $396.6B (Est. $400.1B) 🔴 🔹 CET1 Ratio: XXXX% (Est. 11.0%) 🟡 Credit & Capital 🔹 Net charge-offs and provisions improved sequentially 🔹 CET1 steady at XX% reflecting strong capital generation 🔹 Credit costs trending below expectations amid stable asset quality Management Commentary 🔸 Solid core performance despite NIM pressure from deposit costs. 🔸 Strong" [X Link](https://x.com/wallstengine/status/1979134594038534304) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:37Z 94.6K followers, 8757 engagements "$FITB Fifth Third Bancorp Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $0.86) 🟢 🔹 Net Interest Margin: 3.13%; UP +1 bp QoQ; UP +23 bps YoY 🔹 Net Interest Income: $1.52B; UP +2% QoQ; UP +7% YoY 🔹 Noninterest Income: $781M; UP +4% QoQ; UP +10% YoY 🔹 Efficiency Ratio: 54.9%; IMPROVED XXX bps YoY 🔹 Avg. Loans: $123.3B; UP +6% YoY 🔹 Avg. Deposits: $164.8B; DOWN -X% YoY (Demand deposits +3% YoY) 🔹 CET1: XXXXX% Credit Quality (market focus) 🔹 Net Charge-Offs: $339M; NCO ratio XXXX% 🔹 Ex-1 item: NCOs $161M; XXXX% (excludes $178M impairment of an asset-backed finance commercial credit) 🔹" [X Link](https://x.com/wallstengine/status/1979136374885486963) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:44Z 94.6K followers, 9827 engagements "TRANSUNION TAKES ON $FICO: Starting 2026 $TRU will offer VantageScore XXX for mortgages at $X per score vs FICOs $XX. Reports add XX months of trended data plus rent and utility history which TRU says could score 33M consumers. VantageScore is free with FICO buys through 2026" [X Link](https://x.com/wallstengine/status/1979144412505727261) [@wallstengine](/creator/x/wallstengine) 2025-10-17T11:16Z 94.6K followers, 9840 engagements "$RANI Therapeutics signed a $1.085B collaboration with Chugai part of Roche Group to co-develop oral biologics using its RaniPill technology. The deal includes $10M upfront milestone payments and royalties. Rani also raised $60.3M in private financing extending its cash runway through 2028" [X Link](https://x.com/wallstengine/status/1979149131223568869) [@wallstengine](/creator/x/wallstengine) 2025-10-17T11:34Z 94.6K followers, 8892 engagements "$ALLY Financial Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.00) 🟢 🔹 Revenue: $2.17B (Est. $2.12B) 🟢 🔹 Net Financing Revenue: $1.69B; flat QoQ 🔹 Net Interest Margin (NIM): XXXX% 🔹 Provision for Credit Losses: $403M (vs. $411M in Q225) 🔹 Retail Auto Originations: $10.7B (vs. $11.3B prior); yield XXXX% 🔹 Average Retail Auto Portfolio Yield: 9.9%; +54 bps YoY 🔹 CET1 Ratio: XXXX% 🔹 Deposits: $163.2B; up X% QoQ Credit Quality 🔹 Net Charge-Offs: $427M; NCO ratio XXXX% (up from XXXX% in Q225) 🔹 90+ Day Delinquencies: XXXX% of total loans (up X bps QoQ) 🔹 Allowance for Loan Losses:" [X Link](https://x.com/wallstengine/status/1979149505330319863) [@wallstengine](/creator/x/wallstengine) 2025-10-17T11:36Z 94.6K followers, 11.3K engagements "SEALSQ $LAES unveiled QASIC a quantum-resistant chip developed via its new French unit ICAlps. The project targets post-quantum cryptography hardware for defense AI IoT and critical infrastructure with the first prototype due in 2026. The firm said ICAlps integration accelerates its roadmap toward secure next-gen semiconductor systems" [X Link](https://x.com/wallstengine/status/1979159375504957825) [@wallstengine](/creator/x/wallstengine) 2025-10-17T12:15Z 94.6K followers, 12.4K engagements "Truist Securities: "We dont want to jinx it. but is biotech back 3Q Earnings Preview "Herein we review performance of our covered biotech companies over the course of 3Q and preview our expectations for earnings for our commercial stage companies ( $ARGX $ALNY $BBIO $BIIB $HRMY $NBIX). We also fine-tuned models ahead of the print for $ALNY and $BBIO to reflect latest Rx sales data and management commentary. After significantly increasing our 3Q Amvuttra sales projections for ALNY our PT increased to $XXX (was $459). We make no other changes to ratings or price targets. Biotech is. back The" [X Link](https://x.com/wallstengine/status/1979168189154992592) [@wallstengine](/creator/x/wallstengine) 2025-10-17T12:50Z 94.6K followers, 10.1K engagements "US AUTO DELINQUENCIES HIT 15-YEAR HIGH Car loans have turned from one of the safest credit products into one of the riskiest auto delinquencies are now XX% higher than XX years ago. Since 2019 new car prices have risen more than XX% and now top $50000 on average. The average monthly payment on a new car was $XXX in the third quarter and one in five borrowers pay more than $1000 a month. Interest rates on new car loans now top X% exacerbating an automotive affordability crisis. Thats a double whammy. Youve been hit by the increased cost of the car and then the financing cost of the car. Even" [X Link](https://x.com/wallstengine/status/1979184284465344663) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:54Z 94.6K followers, 20.1K engagements "$TSLA Fridays never miss. According to @edgeful data when Teslas first 15-minute candle opens green it closes green about XX% of the time and todays one of those days. Tesla shares holding strong in the green again" [X Link](https://x.com/wallstengine/status/1979202022264946951) [@wallstengine](/creator/x/wallstengine) 2025-10-17T15:05Z 94.6K followers, 13.1K engagements "Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team led by John Greenwood will arrange loans and investor deals to capitalize on the surge in AI-related financing demand" [X Link](https://x.com/wallstengine/status/1979208979491303894) [@wallstengine](/creator/x/wallstengine) 2025-10-17T15:32Z 94.6K followers, 133.7K engagements "TRUMP: COULD MOVE CHINA NOV. X DEADLINE UP IF I WANTED" [X Link](https://x.com/wallstengine/status/1979245309969444957) [@wallstengine](/creator/x/wallstengine) 2025-10-17T17:57Z 94.6K followers, 25.4K engagements "CNBCs Jim Cramer said that companies will likely post better-than-expected earnings next week. The bears will hold their nose hide their eyes and disengage their brains once again as next week progresses because it should be another good one for earnings Cramer said" [X Link](https://x.com/wallstengine/status/1979344752337391818) [@wallstengine](/creator/x/wallstengine) 2025-10-18T00:32Z 94.6K followers, 43K engagements "JPMorgan says $NVDA CEO Jensen Huangs projection of AI CapEx growing from $600B today to $34T by 2030 is financially feasible though ambitious. The bank expects the tech sector to fund it through operating cash flow private equity and venture capital inflows and new debt issuance. Even with a projected $1.6T annual funding gap private markets could contribute around $500B per year by 2030 leaving the rest to be covered by leverage expansion. JPMorgan estimates roughly XX% of new debt ($430B) would come from bank loans and XX% ($640B) from bond issuance. Even with this increase the tech" [X Link](https://x.com/wallstengine/status/1979404488915222601) [@wallstengine](/creator/x/wallstengine) 2025-10-18T04:29Z 94.6K followers, 146.7K engagements "$FFIV F5 Networks Q2'25 Earnings Highlights 🔹 EPS: $XXXX (Est. $3.10) 🟢 🔹 Revenue: $731M (Est. $718.2M) 🟢 Guidance 🔹 Q3 EPS: $3.41$3.53 (Est. $3.56) 🔴 🔹 Q3 Revenue: $740M$760M (Est. $740M) 🟡 🔹 FY25 Revenue Growth: 6.5%7.5% (raised from 6%7%) 🔹 FY25 Non-GAAP EPS Growth: 8%10% (raised from 6.5%8.5%)" [X Link](https://x.com/wallstengine/status/1916947697220915293) [@wallstengine](/creator/x/wallstengine) 2025-04-28T20:08Z 94.5K followers, 8442 engagements "$DDOG Datadog Q1'25 Earnings Highlights 🔹 Revenue: $762M (Est. $739M) 🟢; +25% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.43) 🟢 🔹 Free Cash Flow: $244M; +28% 🔹 $100K+ ARR Customers: 3770 (vs. 3340 YoY) +13% FY25 (Raised): 🔹 Revenue: $3.215B$3.235B (Est. $3.19B) 🟢 🔹 EPS (Non-GAAP): $1.67$1.71 (Prior: $1.65$1.70 Est. $1.69) 🟡 Q2 Guidance: 🔹 Revenue: $787M$791M (Est. $768M) 🟢 🔹 EPS (Non-GAAP): $0.40$0.42 (Est. $0.40) 🟢 Other Key Q1 Metrics: 🔹 Operating Cash Flow: $272M 🔹 Non-GAAP Operating Margin: XX% 🔹 NG Gross Margin: XX% (vs. XX% YoY) 🔹 FCF Margin: XX% (vs. XX% YoY) Commentary &" [X Link](https://x.com/wallstengine/status/1919711803346710534) [@wallstengine](/creator/x/wallstengine) 2025-05-06T11:12Z 94.2K followers, 15.3K engagements "Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block" [X Link](https://x.com/wallstengine/status/1933256878391505331) [@wallstengine](/creator/x/wallstengine) 2025-06-12T20:15Z 94.2K followers, 11.8K engagements "$ISRG Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $XXXX (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: XXXX% to XX% 🔸 Gross Margin: 66%67%; includes X% tariff impact 🔸 OpEx Growth: 10%14% Q2 Segment: 🔹 Instruments & Accessories Revenue: $1.47B; UP +18% YoY 🔹 Systems Revenue: $575M; UP +28% YoY 🔹 XXX da Vinci Surgical Systems Placed (vs. XXX YoY); includes XXX da Vinci X systems (vs. XX YoY) 🔹 Installed Base: 10488 systems; UP +14% YoY 🔹 Worldwide da Vinci Procedures: UP +17% YoY" [X Link](https://x.com/wallstengine/status/1947750437521920377) [@wallstengine](/creator/x/wallstengine) 2025-07-22T20:07Z 94.4K followers, 15.3K engagements "$MBLY MISSES Q2 BUT RAISES 2025 OUTLOOK ON AUTONOMOUS CHIP DEMAND REUTERS Mobileye posted Q2 EPS of $XXXX on $506M in revenue missing Street views of $XXXX and $629M. Still shares jumped X% premarket after the company raised its full-year revenue forecast to $1.77B$1.89B on stronger demand for autonomous driving chips. CEO Amnon Shashua says better supply-demand alignment since April supports the updated view though the company remains cautious given the macro backdrop" [X Link](https://x.com/wallstengine/status/1948348071668220401) [@wallstengine](/creator/x/wallstengine) 2025-07-24T11:42Z 94.2K followers, 9166 engagements "$MRK Merck & Co. Q2'25 Earnings Highlights 🔹 Revenue: $15.81B (Est. $15.87B) 🔴; -X% YoY 🔹 Adj. EPS: $XXXX (Est. $2.03) 🟢; -X% YoY 🔹 Non-GAAP Gross Margin: XXXX% (+130 bps YoY) FY25 Guidance (Updated) 🔹 Revenue: $64.3B$65.3B (Est. $64.9B) 🟡 🔹 Adj. EPS: $8.87$8.97 (Est. $8.87) 🟡 🔹 Expects to spend $200m on tariffs for the yr 🔹 Non-GAAP Effective Tax Rate: 15.0%16.0% 🔹 Multiyear Optimization Plan: $3B annual savings by 2027 (fully reinvested) 🔹 Job Cuts: Ongoing restructuring includes R&D SG&A and real estate optimization Segment & Product Highlights 🔹 KEYTRUDA: $8.0B; UP +9% YoY" [X Link](https://x.com/wallstengine/status/1950143094600716377) [@wallstengine](/creator/x/wallstengine) 2025-07-29T10:35Z 94.2K followers, 8140 engagements "$GDDY GoDaddy Q225 Earnings Highlights 🔹 Revenue: $1.20B (Est. $1.21B) 🔴; UP +6.7% YoY 🔹 EPS: $XXXX (Est. $1.38) 🟢; UP from $XXXX YoY 🔹 Normalized EBITDA: $381.7M (Est. $373.8M) 🟢; UP +15% YoY Q325 Guidance 🔹 Revenue: $1.22B$1.24B (Est. $1.23B) 🟡 FY25 Guidance (Narrowed) 🔹 Revenue: $4.89B$4.94B (Prior: $4.86B$4.94B; Est. $4.91B) 🟡 🔹 Free Cash Flow Target: Raised to $1.6B (vs. $1.4B in FY24) Strategic Update & Commentary 🔸 Will discontinue operations as registry provider for the .CO TLD 🔸 Will continue to distribute .CO as an accredited registrar 🔸 Expects XX bps headwind to" [X Link](https://x.com/wallstengine/status/1953550327359418564) [@wallstengine](/creator/x/wallstengine) 2025-08-07T20:14Z 94.1K followers, 8270 engagements "$EAT Brinker International Q4'25 Earnings Highlights 🔹 Revenue: $1.44B (Est. $1.44B) 🟡; +21.0% YoY 🔹 EPS: $XXXX (Est. $2.44) 🟢 🔹 Comp. Sales: +21.3% overall; Chilis +23.7% Maggianos -XXX% FY26 Guide: 🔹 EPS: $9.90$10.50 (Est. $8.87) 🟢 🔹 Revenue: $5.6B$5.7B (Est. $5.36B) 🟢 🔹 Capex: $270M$290M Other Metrics: 🔹 Restaurant Operating Margin: XXXX% vs. XXXX% YoY 🔹 Operating Income Margin: XXX% vs. XXX% YoY 🔹 Adjusted EBITDA: $212.4M vs. $141.8M YoY 🔹 Net Income: $107M vs. $57.3M YoY 🔹 Additional $400M added to share repurchase program (total $507M) 🔹 Chilis traffic +16% sales +24%" [X Link](https://x.com/wallstengine/status/1955597432861102135) [@wallstengine](/creator/x/wallstengine) 2025-08-13T11:48Z 94.2K followers, 9247 engagements "$AAP Advance Auto Parts Q225 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $0.53) 🟢; +11% YoY 🔹 Revenue: $2.0B (Est. $1.97B) 🟢; -X% YoY 🔹 Comparable Store Sales: +0.1% YoY 🔹 Returned to profitability after prior losses FY25 Guide: 🔹 Adj EPS: $1.20$2.20 (Est. $1.85) 😐 🔹 Revenue: $8.52B$8.60B (Est. $8.52B) 😐 🔹 Comparable Store Sales: +0.5% to +1.5% 🔹 Capex: $300M 🔹 Free Cash Flow: $(85)M to $(25)M Other Metrics: 🔹 Operating Income: $22M (Adj. $61M; XXX% margin) 🔹 Gross Margin: XXXX% (Adj. 43.8%) vs. XXXX% YoY 🔹 SG&A: XXXX% of sales (Adj. 40.7%) vs. XXXX% YoY 🔹 Net Cash Used in" [X Link](https://x.com/wallstengine/status/1955945745619804466) [@wallstengine](/creator/x/wallstengine) 2025-08-14T10:53Z 94.5K followers, 8518 engagements "Today's Key Events (All EST) 08/19/2025 08:30: US Housing Starts 08:55: US Redbook YoY 10:00: Fed's Bowman 14:10: Fed's Bowman Before Open 👇 05:30: $XPEV 06:00: Home Depot $HD 06:00: Amer Sports $AS 06:30: Premier $PINC 06:45: Medtronic $MDT 07:00: Viking $VIK 07:00: Opera $OPRA After Hours 👇 16:05: Keysight Technologies $KEYS 16:10: Jack Henry & Associates $JKHY 16:15: La-Z-Boy $LZB 16:15: Auna $AUNA 16:30: Toll Brothers $TOL 17:35: James Hardie Industries $JHX 18:00: $ZTO Express 20:15: $SQM" [X Link](https://x.com/wallstengine/status/1957696703710040249) [@wallstengine](/creator/x/wallstengine) 2025-08-19T06:50Z 94.2K followers, 7612 engagements "Charlotte Business Journal reports Truist Financial $TFC has settled a lawsuit that accused the bank of secretly tracking visitors on its website in violation of California privacy laws. Terms of the settlement were not disclosed and the case is expected to be dismissed within two months" [X Link](https://x.com/wallstengine/status/1957751454657061050) [@wallstengine](/creator/x/wallstengine) 2025-08-19T10:28Z 94.1K followers, 7156 engagements "Lucid Group $LCID will execute a 1-for-10 reverse stock split effective Aug. XX 2025 with trading on a split-adjusted basis starting Sept. 2" [X Link](https://x.com/wallstengine/status/1958623093536301487) [@wallstengine](/creator/x/wallstengine) 2025-08-21T20:11Z 94.2K followers, 13K engagements "Tokyo Gas is in talks with Venture Global $VG for a 20-year deal to buy 1M tonnes of LNG annually from the CP2 export facility. Supply would come from phase X of the plant expected online in late 2028" [X Link](https://x.com/wallstengine/status/1959976104124436593) [@wallstengine](/creator/x/wallstengine) 2025-08-25T13:48Z 94.4K followers, 8093 engagements "$S SentinelOne Q2 Earnings Highlights: 🔹 Revenue: $242.18M (Est. $242.16M) 🟡; +22% YoY 🔹 EPS: $XXXX (Est. $0.03) 🟢; UP +$0.01 YoY 🔹 ARR: $1.0B; UP +24% YoY Q3 Guidance: 🔹 Revenue: $256M (Est. $255.4M) 🟢 🔹 Non-GAAP Gross Margin: XXXX% 🔹 Non-GAAP Operating Margin: X% FY26 Guidance: 🔹 Revenue: $998-$1002M (Est. $998.6M) 🟡; Midpoint $1.0B 🔹 Non-GAAP Gross Margin: 78.5%-79% 🔹 Non-GAAP Operating Margin: X% Q2 Metrics: 🔹 Adj Gross Margin: 79%; DOWN -X ppt YoY 🔹 Non-GAAP Operating Margin: 2%; UP +5 ppt YoY Q2 Customer Metrics: 🔹 Customers with ARR $100K+: 1513; UP +23% YoY 🔹 GAAP Net" [X Link](https://x.com/wallstengine/status/1961161499927331273) [@wallstengine](/creator/x/wallstengine) 2025-08-28T20:18Z 94.1K followers, 10.2K engagements "THE S&P INDEX $SPY IS REBALANCING AppLovin $APP Robinhood $HOOD and Emcor Group $EME to join the S&P XXX replacing Enphase Energy $ENPH Caesars Entertainment $CZR and MarketAxess $MKTX. $UBER will enter the S&P XXX replacing Charter Communications $CHTR. Nutanix $NTNX and TransUnion $TRU will move to the S&P MidCap XXX. Effective: Before the markets open on Sept. 22nd. Heres the full list of rebalancing changes 👇" [X Link](https://x.com/wallstengine/status/1964081273930149924) [@wallstengine](/creator/x/wallstengine) 2025-09-05T21:40Z 94.4K followers, 48.4K engagements "Texas Capital Securities said Californias draft SB-237 is a significant positive for Berry Corporation $BRY and California Resources Corporation $CRC" [X Link](https://x.com/wallstengine/status/1965828543902003631) [@wallstengine](/creator/x/wallstengine) 2025-09-10T17:23Z 94.2K followers, 7984 engagements "$CROX shares are trading higher today following the launch of Crocs' HeyDudes new campaign starring Sydney Sweeney" [X Link](https://x.com/wallstengine/status/1971614500119052615) [@wallstengine](/creator/x/wallstengine) 2025-09-26T16:35Z 94.2K followers, 75.2K engagements "OpenAI just rolled out Instant Checkout inside ChatGPT letting U.S. users buy products directly in the chat without leaving the app. The feature launches today with Etsy sellers and will expand soon to over a million Shopify merchants including Glossier SKIMS Spanx and Vuori per Bloomberg. It runs on Stripes new Agentic Commerce Protocol which OpenAI is open-sourcing so any retailer can integrate. Purchases stay entirely inside ChatGPT product search selection and payment with OpenAI taking a small fee from merchants" [X Link](https://x.com/wallstengine/status/1972711200078041491) [@wallstengine](/creator/x/wallstengine) 2025-09-29T17:12Z 94.2K followers, 53.6K engagements "$COTY launched a strategic review of its $1.6B consumer beauty unit including CoverGirl Rimmel Sally Hansen Max Factor and its $400M Brazil business. At the same time Coty is integrating Prestige and Mass Fragrance operations which now represent XX% of sales" [X Link](https://x.com/wallstengine/status/1972972992314716344) [@wallstengine](/creator/x/wallstengine) 2025-09-30T10:33Z 94.2K followers, 6935 engagements "Samsung & SK Hynix signed agreements to supply chips and gear for OpenAIs Stargate supercomputer project with demand projected at 900000 wafers/month more than double current global HBM capacity. Samsung affiliates will also partner on data centers including offshore floating sites while SK Telecom and OpenAI plan a dedicated Korean data center. Source: Bloomberg" [X Link](https://x.com/wallstengine/status/1973331897141829899) [@wallstengine](/creator/x/wallstengine) 2025-10-01T10:19Z 94.3K followers, 19.6K engagements "Peloton $PTON unveiled Peloton IQ an AI + computer vision system for personalized training and launched its new Cross Training Series lineup: Bike Bike+ Tread Tread+ and Row+ all with swivel screens. Plus models add cameras Sonos audio and voice control. Membership prices rise in October" [X Link](https://x.com/wallstengine/status/1973362118545047817) [@wallstengine](/creator/x/wallstengine) 2025-10-01T12:19Z 94.4K followers, 7506 engagements "$AMC eliminated $39.9M in debt tied to its July 2025 creditor deal bringing total reduction to $183M with no new shares or cash used" [X Link](https://x.com/wallstengine/status/1973365593056465229) [@wallstengine](/creator/x/wallstengine) 2025-10-01T12:33Z 94K followers, 6651 engagements "Ford $F Q3 U.S. sales rose XXX% to 545522 vehicles. F-Series up XXX% to 207732 still Americas top truck. EV + hybrid sales jumped XXXX% to 85789 now XXXX% of mix. Expedition had best Q3 in XX yrs (+47%) Maverick hit record 34848. Ford Pro subs up XX% to 815K BlueCruise passed 7M hours" [X Link](https://x.com/wallstengine/status/1973379166411063540) [@wallstengine](/creator/x/wallstengine) 2025-10-01T13:27Z 94K followers, 7677 engagements "Polymarket traders put XX% odds on the current federal shutdown lasting 1029 days If it runs longer it would be the 2nd longest ever (record was XX days in 2018) Key upcoming data at risk of suspension: Jobless claims Nonfarm payrolls CPI & PPI; Retail sales housing starts" [X Link](https://x.com/wallstengine/status/1973421235053928873) [@wallstengine](/creator/x/wallstengine) 2025-10-01T16:14Z 94.1K followers, 52.3K engagements "MediaTeks ASIC plans are seeing delays. Reports say $META's new chip orders remain uncertain due to a technical issue while $GOOGL's order isnt finalized yet and wont officially tape out until at least October. Mass production now looks unlikely before the second half of 2026. MediaTek hasnt been active in the high-speed computing ASIC market for long and competition is intense. Metas Arke orders could influence revenue further out in 2027 but Googles orders will have a direct impact on 2026 revenue. Source: DigiTimes" [X Link](https://x.com/wallstengine/status/1973698603681226818) [@wallstengine](/creator/x/wallstengine) 2025-10-02T10:36Z 94.1K followers, 11.8K engagements "Berkshire Hathaway is officially buying Occidental Petroleums OxyChem unit for $XXX billion in cash. Occidental $OXY will use about $XXX billion of the proceeds to reduce debt and move toward its goal of cutting principal debt below $XX billion after the CrownRock acquisition. OxyChem which produces commodity chemicals used in water treatment healthcare and construction will become a Berkshire subsidiary. The deal is expected to close in the fourth quarter of 2025 pending approvals" [X Link](https://x.com/wallstengine/status/1973708075455365349) [@wallstengine](/creator/x/wallstengine) 2025-10-02T11:14Z 94.2K followers, 17.3K engagements "$UBER has acquired Belgian startup Segments AI to strengthen its data-labeling unit Uber AI Solutions. The Y Combinator-backed firm specializes in labeling sensor data for autonomous driving and is cash-flow positive. Terms werent disclosed but Uber says the deal will boost its lidar and multi-sensor annotation capabilities and expand its client base as it pushes deeper into AI services" [X Link](https://x.com/wallstengine/status/1973835843057168574) [@wallstengine](/creator/x/wallstengine) 2025-10-02T19:41Z 94.4K followers, 11.4K engagements "U.S. Sept ISM Services PMI 👇 ISM Services PMI: XXXX (Est. XXXX Prev. 52.0) ISM Business Activity: XXXX (Lowest since 2020) ISM New Orders: XXXX (Est. 54.0) ISM Employment: XXXX (Est. 46.6) ISM Prices Paid: XXXX (Est. 68.0)" [X Link](https://x.com/wallstengine/status/1974112605657833837) [@wallstengine](/creator/x/wallstengine) 2025-10-03T14:01Z 94.5K followers, 43.1K engagements "PayPal $PYPL is rolling out X% cash back on Buy Now Pay Later purchases through year-end covering both in-store and online. The company is also expanding Pay Monthly to in-store use in the U.S. giving shoppers a virtual card to spend within XX hours" [X Link](https://x.com/wallstengine/status/1975129998265880713) [@wallstengine](/creator/x/wallstengine) 2025-10-06T09:24Z 94.1K followers, 63.7K engagements "Eli Lilly $LLY will invest over $1B in India to expand manufacturing through local partners boosting supply of obesity diabetes Alzheimers cancer and autoimmune drugs Reuters reports" [X Link](https://x.com/wallstengine/status/1975148352263336447) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:37Z 94.2K followers, 14.7K engagements "Fifth Third $FITB is buying Comerica $CMA in an all-stock $10.9B deal valuing CMA at $82.88/shr a XX% premium to its 10-day VWAP. The merger will create the 9th-largest US bank with $288B in assets set to close end of Q1 2026" [X Link](https://x.com/wallstengine/status/1975148908503511426) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:39Z 94.4K followers, 22.9K engagements "SEMAFOR says the US and Ukraine are working on a deal where Kyiv would share its drone technology with Washington in return for arms sales. $AVAV $KTOS $PLTR $AIRO $RCAT $PDYN" [X Link](https://x.com/wallstengine/status/1975164753879183514) [@wallstengine](/creator/x/wallstengine) 2025-10-06T11:42Z 94.4K followers, 11.5K engagements "$AMD CEO: deal with OpenAI will be immediately accretive to adjusted earnings per share immediately from first revenue" [X Link](https://x.com/wallstengine/status/1975173209541779797) [@wallstengine](/creator/x/wallstengine) 2025-10-06T12:16Z 94.2K followers, 15.1K engagements "CHATGPT NOW HAS 800M WEEKLY USERS - ALTMAN" [X Link](https://x.com/wallstengine/status/1975249322645262346) [@wallstengine](/creator/x/wallstengine) 2025-10-06T17:18Z 94.5K followers, 134.6K engagements "ChatGPT launch partners (app available inside it): $BKNG $TGT $COUR $EXPE $FIG $SPOT $ZG $TGT $CART $PTON $TRIP $UBER" [X Link](https://x.com/wallstengine/status/1975251926125322570) [@wallstengine](/creator/x/wallstengine) 2025-10-06T17:28Z 94.4K followers, 31.3K engagements "APPLOVIN $APP HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES" [X Link](https://x.com/wallstengine/status/1975285678767546847) [@wallstengine](/creator/x/wallstengine) 2025-10-06T19:42Z 94.2K followers, 64.7K engagements "Citadel Securities has started processing trades for small and mid-tier banks aiming to give them better pricing on fixed-income securities. President Jim Esposito said the firm is building a mid-tier liquidity ecosystem to help these banks compete with larger players like JPMorgan and Goldman Sachs" [X Link](https://x.com/wallstengine/status/1975292567383384101) [@wallstengine](/creator/x/wallstengine) 2025-10-06T20:10Z 94.5K followers, 11.4K engagements "WSJ: A fire at Novelis Oswego NY plant which supplies about XX% of U.S. auto aluminum will disrupt production for months. Ford $F the biggest buyer may flag risks to its F-150 line in upcoming earnings. Toyota Stellantis and Hyundai also source from the facility" [X Link](https://x.com/wallstengine/status/1975403850283745765) [@wallstengine](/creator/x/wallstengine) 2025-10-07T03:32Z 94.1K followers, 26K engagements "FED'S DALY ON AI: AI bubble not a threat to financial stability. AI could make country more productive. I am not seeing evidence of mass job replacement by A. I see more tech in place of hiring as the economy slows - Axios" [X Link](https://x.com/wallstengine/status/1975518538384425093) [@wallstengine](/creator/x/wallstengine) 2025-10-07T11:08Z 94.2K followers, 10.3K engagements "OpenAI has now locked in roughly $X trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than XX gigawatts of AI capacity over the next decade. For context thats about the output of XX nuclear reactors. Each 1GW of AI compute build-out runs close to $50B. Financial Times estimates: $500B for Nvidia $300B for AMD $300B for Oracle $22B+ already disclosed by CoreWeave All told it raises the big question: where is all this money coming from" [X Link](https://x.com/wallstengine/status/1975523414577143962) [@wallstengine](/creator/x/wallstengine) 2025-10-07T11:27Z 94.2K followers, 146K engagements "$DELL raised its long-term outlook now guiding for XX% annual sales growth through FY2030 (vs XX% prior) and at least XX% EPS growth (vs X% prior) The company has built a $20B AI business in two years and pledged to keep raising its dividend 10%+ annually through 2030 $SMCI" [X Link](https://x.com/wallstengine/status/1975540065255489810) [@wallstengine](/creator/x/wallstengine) 2025-10-07T12:33Z 94.2K followers, 20.7K engagements "Qualcomm $QCOM is buying Italian hardware maker Arduino known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $4555" [X Link](https://x.com/wallstengine/status/1975566753033028015) [@wallstengine](/creator/x/wallstengine) 2025-10-07T14:19Z 94.3K followers, 11.9K engagements "Per the information report: In some cases Oracle $ORCL is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidias chips. Internal documents show the fast-growing cloud business has had razor-thin gross profit margins" [X Link](https://x.com/wallstengine/status/1975579716083220622) [@wallstengine](/creator/x/wallstengine) 2025-10-07T15:11Z 94K followers, 29.9K engagements "$JPM CEO DIMON: FOR $2B EXPENSE WE HAVE ABOUT $2B COST SAVINGS FROM AI & IT'S THE TIP OF THE ICEBERG JPM IS GETTING BETTER WITH AI THERE IS A LOT OF MERGER TALK FIREPOWER IN THE MARKET CONSUMERS OK BUT RECESSION 'COULD HAPPEN' IN 2026 SHUTDOWN IS NOT A WAY TO RUN A RAILROAD" [X Link](https://x.com/wallstengine/status/1975592366322164010) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:01Z 94.4K followers, 17.3K engagements "Trump administration is weighing another $12B in cuts to clean energy projects including carbon removal and hydrogen efforts from Chevron and Occidental. Total proposed cuts now near $24B. - Semafor" [X Link](https://x.com/wallstengine/status/1975616652973908382) [@wallstengine](/creator/x/wallstengine) 2025-10-07T17:38Z 94.1K followers, 12.8K engagements "The U.S. Department of Energy is considering revoking nearly $1.1B in grants for $GM Stellantis $STLA for auto plant retooling according to a Reuters report" [X Link](https://x.com/wallstengine/status/1975635690697437256) [@wallstengine](/creator/x/wallstengine) 2025-10-07T18:53Z 94K followers, 11.8K engagements "APPLIED MATERIALS $AMAT $ASML FUELED CHINA CHIP PRODUCTION - HOUSE CMTE: BLOOMBERG" [X Link](https://x.com/wallstengine/status/1975638305623671295) [@wallstengine](/creator/x/wallstengine) 2025-10-07T19:04Z 94.5K followers, 17.3K engagements "$NVDA CEO Huang told CNBC that while $ORCL Nvidia cloud margins may look thin now when you first ramp up a new technology theres every possibility that u might not make money in the beginning but over the life of the system theyll be wonderfully profitable He added that running Nvidia systems at Oracles scale is not easy calling them giant supercomputers that require land power cooling and complex operations" [X Link](https://x.com/wallstengine/status/1975669879706382577) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:09Z 94.3K followers, 179.8K engagements "S&P XXX $SPY is trading near all-time highs. Gold futures tapped $4000. Bitcoin is back at record levels. The markets on fire and interest in learning about stocks on Whop is right there with it. Sales jumped XX% just today" [X Link](https://x.com/wallstengine/status/1975676065289839017) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:34Z 94.1K followers, 27.3K engagements "$RKLB signed a new agreement with Japans iQPS for X dedicated Electron missions. iQPS has already launched X satellites on Electron with X more scheduled. This adds X more missions making Rocket Lab the primary launch provider for iQPSs Earth-imaging constellation" [X Link](https://x.com/wallstengine/status/1975681891232534554) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:57Z 94.1K followers, 16.7K engagements "Confluent $CFLT is exploring a sale after attracting interest from private equity and tech firms per reuters" [X Link](https://x.com/wallstengine/status/1975849811967680978) [@wallstengine](/creator/x/wallstengine) 2025-10-08T09:04Z 94.4K followers, 9210 engagements "Evercore ISI on $DPZ (Outperform PT $520): Its tough to be a Dominos competitor in 2025 "Our Dominos 3Q same-store sales (SSS) estimate is significantly ahead of Pizza Huts 3Q U.S. SSS estimate of -6%. We believe Dominos share gains within pizza are being driven by: X. Leveraging its low-cost leadership with value promotions such as the recurring $XXXX any-size pizza with up to seven toppings X. Ongoing innovation in pizza (e.g. stuffed crust which supports mix improvement) and X. Effective marketing through DoorDash which we estimate provides an annualized SSS lift of XX percentage points" [X Link](https://x.com/wallstengine/status/1975853794752602509) [@wallstengine](/creator/x/wallstengine) 2025-10-08T09:20Z 94.1K followers, 8383 engagements "ALIBABA $BABA SETS UP IN-HOUSE ROBOT AI TEAM QWEN EXECUTIVE SAYS" [X Link](https://x.com/wallstengine/status/1975868625119547620) [@wallstengine](/creator/x/wallstengine) 2025-10-08T10:19Z 94.2K followers, 20.6K engagements "$NVDA CEO: OpenAI doesn't have the money yet for the deal. They will raise through revenues and equity or debt" [X Link](https://x.com/wallstengine/status/1975896440129142828) [@wallstengine](/creator/x/wallstengine) 2025-10-08T12:09Z 94K followers, 31.7K engagements "Polymarket founder Shayne Coplan is now the youngest self-made billionaire on Bloombergs Index. He dropped out of NYU built the platform from his bathroom in 2020 fought off regulators and an FBI raid and now has ICE backing Polymarket with $2B at an $8B valuation" [X Link](https://x.com/wallstengine/status/1975937405049000386) [@wallstengine](/creator/x/wallstengine) 2025-10-08T14:52Z 94.3K followers, 25.2K engagements "Google $GOOGL will invest $5.8B in Belgium to expand AI and data center campuses creating XXX jobs. The company also signed deals to back new onshore wind farms in the country" [X Link](https://x.com/wallstengine/status/1975987169312281025) [@wallstengine](/creator/x/wallstengine) 2025-10-08T18:10Z 94.4K followers, 16.3K engagements "Barrons: Quantum Stocks Look Like Theyre Forming a Market Bubble. $RGTI $QUBT $QBTS $IONQ" [X Link](https://x.com/wallstengine/status/1975997570947129377) [@wallstengine](/creator/x/wallstengine) 2025-10-08T18:51Z 94.3K followers, 41.6K engagements "SOFTBANKS GRAPHCORE PLANS X BILLION CHIP INVESTMENT IN INDIA" [X Link](https://x.com/wallstengine/status/1976003061828219187) [@wallstengine](/creator/x/wallstengine) 2025-10-08T19:13Z 94.1K followers, 9052 engagements "The worlds largest glove maker Top Glove expects to boost U.S. sales to XX% of total volume by 2027 up from XX% now. The company produces XX Billion gloves annually with North America & Asia as its biggest markets" [X Link](https://x.com/wallstengine/status/1976184834793079023) [@wallstengine](/creator/x/wallstengine) 2025-10-09T07:15Z 94.5K followers, 11.4K engagements "HSBC Downgrades $BE to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "We are raising our TP for Bloom to USD100.00 (from USD44.00) to incorporate a revised exit EV/EBITDA multiple of 20x (from 9.5x previously) on our estimated terminal value beyond 2031e. Our prior estimate reflected the midpoint of the 712x median range for the renewable energy sector but we are raising our estimate for Bloom as the shares have rerated sharply higher. Our revised 20x target is pegged at a premium to the 1015x median range for the clean tech sector which reflects the companys data center and" [X Link](https://x.com/wallstengine/status/1976189534871159094) [@wallstengine](/creator/x/wallstengine) 2025-10-09T07:34Z 94.5K followers, 10.8K engagements "Canaccord Genuity Initiates Coverage on $OKLO with Buy Rating PT $XXX Analyst comments: "Our price target is based on our DCF with our model stretching to 2050. Importantly we assume Oklos reactor buildouts will be financed substantially with debt and further supported by investment tax credits. This financing mix could help bolster long-term returns on capital with potentially minimal requirements for additional equity. As such our assumed WACC is slightly above X% and long-term growth is 6%. Considering the stocks exceptional performance and our concerns about a potential AI market bubble" [X Link](https://x.com/wallstengine/status/1976214433761460639) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:13Z 94.3K followers, 37.7K engagements "Berenberg Upgrades $DKNG to Buy from Hold Lowers PT to $XX from $XX Analyst comments: "Year-to-date DraftKings has performed well. While numbers have been adjusted downwards due to sports results the company has continued to deliver solid levels of growth and its underlying business has delivered improvements particularly in terms of margin expansion. In H1 DraftKings started to close the gap on FanDuel with its net revenue margin now XX basis points closer year-over-year. This is encouraging given it should help DraftKings close the sports net gaming revenue (NGR) gap to FanDuel (Q2 2025" [X Link](https://x.com/wallstengine/status/1976222043827024316) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:43Z 94.2K followers, 8198 engagements "NOVO NORDISK $NVO TO BUY AKERO THERAPEUTICS $AKRO FOR $XX A SHARE IN CASH" [X Link](https://x.com/wallstengine/status/1976227027155046901) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:03Z 94.4K followers, 17.7K engagements "Canaccord Genuity Raises $DOCN PT to $XX from $XX -Buy Analyst comments: "We hosted DigitalOcean CFO Matt Steinfort and Head of Investor Relations Melanie Strate for investor meetings last week in NYC. We've been big believers in the story driven by a refreshed team with a renewed vision and we've contended that were witnessing the early stages of a complete business turnaround even if the market has been slower to catch on. The uniformly upbeat tone during investor meetings aligned with how sentiment has begun to turn on the name in recent weeks following the firms encouraging Q2 results" [X Link](https://x.com/wallstengine/status/1976237930948485352) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:46Z 94.1K followers, 23.3K engagements "The IRS just released new federal income tax brackets for 2026 adjusting thresholds for inflation. The top rate of XX% now applies to single filers earning over $640600 and married couples earning over $768700. The standard deduction will rise to $32200 for married couples and $16100 for single filers. The update also increases limits for long-term capital gains estate and gift tax exemptions and child tax credit eligibility" [X Link](https://x.com/wallstengine/status/1976298302506209473) [@wallstengine](/creator/x/wallstengine) 2025-10-09T14:46Z 94.4K followers, 25.9K engagements "Feds Michael Barr: Uncertainty about both inflation and jobs warrants a cautious approach to any further interest rate cut. Feds inflation goal faces significant risks but also some factors that might mitigate those risks. Current outlook poses challenges for judging stance of monetary policy and deciding the right path forward. Expect Core PCE to exceed X% by year-end" [X Link](https://x.com/wallstengine/status/1976330612936958232) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:55Z 94.1K followers, 8957 engagements "NANO Nuclear Energy $NNE speaking at the TD Securities Nuclear Conference said they see a huge valuation disconnect compared to peers like NuScale and Oklo. For context: $NNE market cap: $1.94B $SMR market cap: $11B $OKLO market cap: $19.6B" [X Link](https://x.com/wallstengine/status/1976344470779310446) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:50Z 94.2K followers, 36.5K engagements "JAPAN KOMEITO PLANS TO EXIT COALITION WITH LDP: NHK" [X Link](https://x.com/wallstengine/status/1976537276441326039) [@wallstengine](/creator/x/wallstengine) 2025-10-10T06:36Z 94.4K followers, 8765 engagements "GROUP OF LEADING INTERNATIONAL BANKS EXPLORING ISSUING A STABLECOIN $CRCL" [X Link](https://x.com/wallstengine/status/1976643568828875244) [@wallstengine](/creator/x/wallstengine) 2025-10-10T13:38Z 94.4K followers, 13K engagements "U.S. CPI WILL BE RELEASED ON OCT. 24TH" [X Link](https://x.com/wallstengine/status/1976674595467149397) [@wallstengine](/creator/x/wallstengine) 2025-10-10T15:42Z 94.2K followers, 15.8K engagements "$AAPL is being sued by neuroscientists Susana Martinez-Conde & Macknik in a proposed class action alleging that Apple used pirated books to train its Apple Intelligence AI model. The complaint claims the datasets included their works Champions of Illusion & Sleights of Mind" [X Link](https://x.com/wallstengine/status/1976715085050703975) [@wallstengine](/creator/x/wallstengine) 2025-10-10T18:22Z 94.5K followers, 12.7K engagements "Who called the top this time" [X Link](https://x.com/wallstengine/status/1976763408755097681) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:34Z 94.4K followers, 12.6K engagements "ASTRAZENECA $AZN GETS THREE-YEAR REPRIEVE FROM TRUMP PHARMA TARIFFS" [X Link](https://x.com/wallstengine/status/1976769506891763811) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:59Z 94.2K followers, 11.4K engagements "TRUMP ON XI MEETING: I dont knowI am going to attend the summitmight as well meet with him" [X Link](https://x.com/wallstengine/status/1976771737707856186) [@wallstengine](/creator/x/wallstengine) 2025-10-10T22:08Z 94.2K followers, 116.7K engagements "President Trump says dont worry about China it will be all fine. Chinas President Xi just had a bad moment. Says The U.S.A wants to help Chinanot hurt it" [X Link](https://x.com/wallstengine/status/1977420526860808306) [@wallstengine](/creator/x/wallstengine) 2025-10-12T17:06Z 94.5K followers, 81.4K engagements "RBC Capital Upgrades $SFM to Outperform from Sector Perform Lowers PT to $XXX from $XXX Analyst comments: "Since hitting a peak in June SFM shares are down about XX% underperforming grocery peers by roughly XX% and the market by about XX% over that period. With shares now trading at around 9x our 2027 adjusted EBITDA estimate (15x P/E) we believe a comp deceleration on tough comparisons is already priced in and concerns over recent promotional activity are overblown creating a favorable risk/reward setup. Looking beyond the next few quarters we believe low double-digit revenue growth (comps" [X Link](https://x.com/wallstengine/status/1977671109727203657) [@wallstengine](/creator/x/wallstengine) 2025-10-13T09:41Z 94K followers, 8157 engagements "BESSENT: We don't want to decouple but China is sending a decoupling message. Everything's on the table incl. delisting China ADRs but confident that this can be de-escalated If not we have substantial levers we can pull. We could move more aggressively than how China has" [X Link](https://x.com/wallstengine/status/1977694762187502007) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:15Z 94.5K followers, 131.1K engagements "GOLDMAN SACHS $GS HAS LOST MORE THAN A DOZEN SENIOR BANKERS: RTRS" [X Link](https://x.com/wallstengine/status/1977735244426940883) [@wallstengine](/creator/x/wallstengine) 2025-10-13T13:56Z 94.1K followers, 14.3K engagements "Power Integrations $POWI unveiled new high-voltage GaN chips for 800V DC AI data centers publishing details at the 2025 OCP Global Summit. The company said its 1250V PowiGaN switches hit over XX% efficiency outperforming 650V GaN and 1200V SiC devices in power density and system simplicity. Its also working with $NVDA on megawatt-scale server rack power architecture to cut copper use and improve rack design. Power Integrations claims its the only firm currently shipping 1250V and 1700V GaN switches in volume with over XXX million GaN devices deployed since its 2018 debut. Moving to an 800V DC" [X Link](https://x.com/wallstengine/status/1977759028559138965) [@wallstengine](/creator/x/wallstengine) 2025-10-13T15:31Z 94.5K followers, 14K engagements "$AAPL said iPhone Air pre-orders will open in China this Friday Oct XX after Chinese telecom operators received approval to offer eSIM services. The iPhone Air starting at 7999 ($1121) will be the only iPhone model in China supported by eSIM. China Mobile China Telecom and China Unicom were cleared to provide trial eSIM services according to an announcement from the industry ministry" [X Link](https://x.com/wallstengine/status/1977767957330628714) [@wallstengine](/creator/x/wallstengine) 2025-10-13T16:06Z 94.5K followers, 12.5K engagements "Banks kick off earnings tomorrow. Make sure youve got notifications on and follow me @wallstengine for earnings highlights on all key reports as they come out. 06:00 $BLK 06:05 $DPZ 06:20 $JNJ 06:35 $JPM 07:00 $WFC 07:30 $GS 08:00 $C" [X Link](https://x.com/wallstengine/status/1977841385941397902) [@wallstengine](/creator/x/wallstengine) 2025-10-13T20:58Z 94.2K followers, 20.4K engagements "$AAPL officially dropped the + from Apple TV+ rebranding its streaming platform simply as Apple TV the same name used for its hardware device and app" [X Link](https://x.com/wallstengine/status/1977867479423623376) [@wallstengine](/creator/x/wallstengine) 2025-10-13T22:42Z 94K followers, 13.2K engagements "Reuters reports that Chinese rare earth magnet exporters have faced tighter scrutiny on export license approvals since September weeks before Beijing expanded rare earth export controls. Sources said applications are increasingly being returned for additional information with approvals taking longer though still within the Commerce Ministrys 45-business-day window. The scrutiny level is similar to April during the height of the U.S.-China trade tensions when license delays caused magnet shortages for automakers. Chinas rare earth exports fell XX% in September and foreign clients are now" [X Link](https://x.com/wallstengine/status/1978010989313609930) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:12Z 94.4K followers, 72.9K engagements "$BLK BlackRock Q325 Earnings Highlights 🔹 Revenue: $6.51B (Est. $6.34B) 🟢 🔹 Adj EPS: $XXXXX (Est. $11.47) 🟢 🔹 AUM: $13.464T (Est. $13.37T) 🟢 🔹 Net Inflows: $204.64B (Est. $181.92B) 🟢 🔹 Equity Net Inflows: $45.98B (Est. $59.93B) 🔴 Q3 Segment: 🔹 Total Net Flows: $205B; Long-term: $171B; Record iShares ETFs net inflows: $153B 🔹 Technology services & subscriptions: $515M; UP vs. prior year 🔹 Alternatives performance fees: UP YoY aided by HPS transaction Other Q3 Metrics 🔹 Operating Income (Adj.): $2.62B; UP +23% YoY 🔹 Operating Margin (Adj.): XXXX% 🔹 Share repurchases: $375M 🔹" [X Link](https://x.com/wallstengine/status/1978039583616180592) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:06Z 94.1K followers, 19.7K engagements "Walmart $WMT announced a partnership with OpenAI to let customers shop directly through ChatGPT using a new Instant Checkout feature. Users will be able to buy from Walmart and Sams Club just by chatting with the AI" [X Link](https://x.com/wallstengine/status/1978087912634753281) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:18Z 94.3K followers, 22K engagements "CITI $C HAS NO EXPOSURE TO WIDELY REPORTED DISTRESSED NAMES: CFO" [X Link](https://x.com/wallstengine/status/1978088566111580557) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:20Z 94.5K followers, 9444 engagements "OPENAI AND SUR ENERGY AGREE TO EXPLORE A BIG DATA CENTER PROJECT IN ARGENTINA THROUGH A LETTER OF INTENT" [X Link](https://x.com/wallstengine/status/1978100231305609276) [@wallstengine](/creator/x/wallstengine) 2025-10-14T14:07Z 94.2K followers, 32.1K engagements "US TRADE REPRESENTATIVE GREER: XXX% CHINA TARIFF DEPENDS ON WHAT CHINESE DO CHINESE REALIZE THEY OVERSTEPPED THINK WE'LL BE ABLE TO 'WORK THROUGH IT' WITH CHINA HAD STAFF TALKING WITH CHINA YESTERDAY IN WASHINGTON 11:39 IT'S HARD FOR CHINA TO FIND AN OFF RAMP ON RARE EARTHS" [X Link](https://x.com/wallstengine/status/1978124348117434825) [@wallstengine](/creator/x/wallstengine) 2025-10-14T15:42Z 94.2K followers, 14.3K engagements "Stifel analyst Jonathan Siegmann raised his price target on Kratos Defense & Security $KTOS to $XXX from $XX while maintaining a Buy rating" [X Link](https://x.com/wallstengine/status/1978197399488397546) [@wallstengine](/creator/x/wallstengine) 2025-10-14T20:33Z 94.3K followers, 12.3K engagements "KeyBanc Upgrades $MGY to Overweight from Sector Weight PT $XX Analyst comments: "We see an unprecedented amount of defensive characteristics from Magnolia with low leverage (0.1x) a balanced hydrocarbon production skew (41% oil XX% liquids) and a consistent durable cash return framework since its 2018 de-SPAC. We see management's biggest challenge as avoiding painting itself as a growth company given its self-imposed reinvestment cap (55% of EBITDA) can fund double-digit production growth if the market calls for it. We believe a XX turn multiple premium to peers on 2026E EV/EBITDA for these" [X Link](https://x.com/wallstengine/status/1978383532948111515) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:52Z 94K followers, 7040 engagements "Rothschild Redburn Downgrades $GEV to Sell from Neutral PT $XXX Analyst comments: "After much soul-searching and analysis we conclude that GE Vernovas current share price discounts a margin outlook that is implausibly positive in the long term and we downgrade to Sell with a target price of $XXX. Catalysts for the Sell recommendation on GE Vernova to work are elusive amid thematic momentum and timing is challenging. However the gas turbine market has historically been highly variable and demand conditions for Siemens Energys and GE Vernovas products reflect customer sentiment i.e. man-made" [X Link](https://x.com/wallstengine/status/1978383606310748636) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:53Z 94K followers, 11.7K engagements "NSCALE TO BUILD MASSIVE TEXAS AI HUB WITH MICROSOFT Nscale will deploy 104000 $NVDA GB300 GPUs in a XXX MW facility in Texas under a new agreement with $MSFT opening in Q3 2026. The project is part of a broader contract totaling 200000 GPUs spanning the U.S. and Europe" [X Link](https://x.com/wallstengine/status/1978388878210761124) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:13Z 94K followers, 16K engagements "Guggenheim Initiates Coverage on $UBER with Buy Rating PT $XXX Analyst comments: "Our BUY thesis is underpinned by the companys asset base consisting of industry-leading 1) network 2) technology and 3) brand equity. Ubers multi-platform network is over 3x that of the next gig peer with reach positioning the rideshare leader for increased Autonomous Vehicle (AV) adoption (i.e. Big Wheels Keep on Turnin). We believe the AV debate will remain a key driver of sentiment with bulls highlighting market expansion potential and bears arguing disintermediation risk (we believe both will prove true; see" [X Link](https://x.com/wallstengine/status/1978389627775160339) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:16Z 94.3K followers, 11.3K engagements "$ASML CFO Roger Dassen said the company is well prepared for Chinas new rare-earth export rules and has already secured the materials it needs for the coming months. We have long lead times and therefore also in our supply chain we make sure that we have the materials in that we need for the next couple of months Dassen told reporters after ASMLs Q3 results" [X Link](https://x.com/wallstengine/status/1978405995836502488) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:22Z 94K followers, 29.7K engagements "$BAC Bank of America Q3'25 Earnings Highlights 🔹 Revenue: $28.1B (Est. $27.59B) 🟢; UP +11% YoY 🔹 EPS: $XXXX (Est. $0.95) 🟢; UP +31% YoY 🔹 NII: $15.2B ($15.4B FTE) (Est. $15.03B) 🟢; UP +9% YoY Guidance: 🔸 Q4 NII (FTE): $15.6B to $15.7B Q3 Operating Metrics: 🔹 Provision for Credit Losses: $1.3B; DOWN -XX% YoY 🔹 Net Charge-Offs: $1.37B (Est. $1.52B) 🟢; DOWN -XX% YoY 🔹 Noninterest Expense: $17.3B; UP +5% YoY 🔹 Total Loans: $1.17T (Est. $1.16T) 🟢; UP +8% YoY 🔹 Total Deposits: $2.00T (Est. $2.02T) 🔴; UP +4% YoY 🔹 Average Deposits: $1.99T; UP +4% YoY 🔹 Average Loans and Leases:" [X Link](https://x.com/wallstengine/status/1978413685216510415) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:52Z 94.1K followers, 11.6K engagements "$MS Morgan Stanley Q3'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $16.7B) 🟢; UP +18% YoY 🔹 EPS: $XXXX (Est. $2.09) 🟢; UP +49% YoY 🔹 Net Income: $4.6B; UP +45% YoY Wealth Management: 🔹 Net Revenue: $8.2B (Est. $7.8B) 🟢; UP +13% YoY 🔹 Pre-tax Income: $2.5B; UP +27% YoY 🔹 Pre-tax Margin: XXXX% 🔹 Asset Management Revenue: $4.8B; UP +12% YoY 🔹 Net Interest Income: $2.0B; UP +12% YoY 🔹 Fee-based Client Assets: $2.7T; UP +15% YoY 🔹 Fee-based Asset Flows: $41.9B; UP +17% YoY 🔹 Net New Assets: $81.0B; UP +27% YoY 🔹 Loans: $173.9B; UP +12% YoY Investment Management: 🔹 Net Revenue:" [X Link](https://x.com/wallstengine/status/1978424229516435642) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:34Z 94.2K followers, 11.5K engagements "$ABT Abbott Q3'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $1.30) 🟢 🔹 Revenue: $11.37B (Est. $11.4B) 🔴; UP +6.9% YoY 🔹 Organic Sales Growth: +5.5% (or +7.5% excl. COVID-19 testing) Full-Year 2025 Guidance (Reaffirmed): 🔹 Organic Sales Growth: XXX% to XXX% (excl. COVID-19 testing) 🔹 Organic Sales Growth: XXX% to XXX% (incl. COVID-19 testing) 🔹 Adj EPS: $XXXX to $XXXX (midpoint reaffirmed range narrowed) Q3 Operating Metrics: 🔹 Reported Operating Margin: XXXX% 🔹 Adjusted Operating Margin: 23.0%; UP +40 bps YoY 🔹 U.S. Sales: $4.30B; UP +2.3% YoY 🔹 International Sales: $7.07B; UP" [X Link](https://x.com/wallstengine/status/1978424575341072570) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:35Z 94.1K followers, 8987 engagements "US TRSY SEC BESSENT: CHINA TRYING TO BACKFILL NARRATIVE ON RARE EARTH MOVE CHINESE WERE PLANNING TO ERECT NEW BARRIERS WE DON'T WANT TO ESCALATE BUREAUCRATS IN CHINA CANNOT MANAGE THE SUPPLY CHAIN MANUFACTURING PROCESS FOR REST OF WORLD U.S. HAS LOTS OF LEVERS THAT IT CAN PULL ON CHINA TRADE" [X Link](https://x.com/wallstengine/status/1978438468566130876) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:31Z 94K followers, 17.9K engagements "Evercore ISI raised its price target on Broadcom $AVGO to $XXX from $XXX keeping an Outperform rating. The firm said the OpenAI deal for 10GW of custom AI accelerators could add $2$6 to FY2029 EPS estimating $XX EPS power discounted back three years at 38x P/E. Evercore believes the partnership confirms Broadcoms position as a premier custom-AI XPU supplier with its Ethernet and XPU systems likely powering OpenAIs inference workloads" [X Link](https://x.com/wallstengine/status/1978468465968325021) [@wallstengine](/creator/x/wallstengine) 2025-10-15T14:30Z 94.1K followers, 11.7K engagements "US Tsy. Sec. Bessent urged the World Bank to end support for China said securing critical mineral supply chains is a U.S. priority and pushed the Bank to finance reliable energy sources. He also called for ending the XX% climate co-benefits financing target" [X Link](https://x.com/wallstengine/status/1978510415341441068) [@wallstengine](/creator/x/wallstengine) 2025-10-15T17:16Z 94.3K followers, 22.6K engagements "A U.S. judge has temporarily blocked the Trump administration from laying off workers at 30+ federal agencies during the government shutdown. The ruling prevents federal firings across those agencies for now" [X Link](https://x.com/wallstengine/status/1978530062430253203) [@wallstengine](/creator/x/wallstengine) 2025-10-15T18:35Z 94.1K followers, 10.1K engagements "Anthropic expects annualized revenue of $X Billion by end-2025 and a base-case of $20B in 2026 per Reuters" [X Link](https://x.com/wallstengine/status/1978532659740737819) [@wallstengine](/creator/x/wallstengine) 2025-10-15T18:45Z 94.2K followers, 13.2K engagements "BofA Maintains Underperform Rating on $HIMS Views Menopause Launch Positively Analyst comments: "Todays news was well signaled by the company but we view the official launch of the menopause/perimenopause offering as an incremental positive. It ultimately helps expand the total addressable market for HIMS and enhances the Hers brand in a category with growing demand. We previously estimated the menopause market could represent another XX million incremental patients implying a multi-billion dollar addressable market (Exhibit 1). The Hers offering has expanded significantly over the last two" [X Link](https://x.com/wallstengine/status/1978536720280011060) [@wallstengine](/creator/x/wallstengine) 2025-10-15T19:01Z 94.2K followers, 17.9K engagements "$AAPL AI division just took another hit. Bloomberg reports that Ke Yang who was recently promoted to lead Apples new Answers Knowledge and Information (AKI) team the group building a ChatGPT-like web search system for Siri is leaving to join $META Yangs exit comes only weeks after taking over from Robby Walker and follows a string of senior AI departures including Ruoming Pang Frank Chu and Chong Wang who have all joined Metas expanding Superintelligence Labs. The AKI team which is key to Apples planned March Siri overhaul will now report to Benoit Dupin under John Giannandreas AI group." [X Link](https://x.com/wallstengine/status/1978598978515312937) [@wallstengine](/creator/x/wallstengine) 2025-10-15T23:08Z 94.2K followers, 13.5K engagements "Retail traders have been on an incredible streak XX straight weeks of net call buying hitting a record high last week according to Citadel Securities" [X Link](https://x.com/wallstengine/status/1978600248290455675) [@wallstengine](/creator/x/wallstengine) 2025-10-15T23:13Z 94.4K followers, 18.6K engagements "TSMC CEO: N2 on track for volume production later this quarter with a faster ramp in 2026; N2P slated for volume in 2H 2026; A16 on track for volume in 2H 2026; preparing several X nm fabs in Taiwan. $TSM" [X Link](https://x.com/wallstengine/status/1978709475553948124) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:27Z 94.5K followers, 4332 engagements "FRENCH PRIME MINISTER LECORNU SURVIVES FIRST NO-CONFIDENCE MOTION; XXX VOTES BELOW THE XXX NEEDED" [X Link](https://x.com/wallstengine/status/1978758700870361297) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:43Z 94.4K followers, 8338 engagements "Bernstein called $HPE's guidance "underwhelming" FY26 EPS $2.202.40 came below consensus $XXXX while FY28 $X is roughly inline. The $1B Juniper synergy target is seen as a show-me story and leverage reduction plans (3x2x by FY27) limit near-term shareholder returns" [X Link](https://x.com/wallstengine/status/1978767836785836138) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:19Z 94.5K followers, 7567 engagements "Piper Sandler Reiterates Overweight Rating on $CELH PT at $XX Analyst comments: "We continue to believe Celsius remains well positioned near and long-term. While it may have some noise near-term from tariffs flowing into COGS and a distribution change for Alani Nu these have been well communicated (and Alani Nu's mid-quarter transition should minimize disruptions at least from a timing shift/reporting point of view). The positives remain clear as we have strong visibility on distribution gains in its Spring shelf resets driven by its new category captain role in the space. It also continues" [X Link](https://x.com/wallstengine/status/1978773859433390381) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:43Z 94.5K followers, 24.9K engagements "FED'S WALLER: I HAD A GREAT MEETING WITH SEC. BESSENT" [X Link](https://x.com/wallstengine/status/1978786625019625869) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:34Z 94.4K followers, 7571 engagements "Goldman Sachs reports multi-manager hedge funds now manage $425B up XX% in 2025 outpacing the rest of the hedge fund industry at 4%. Top traders at firms like Citadel and Millennium are now taking home XX% of profits with some earning over $100M" [X Link](https://x.com/wallstengine/status/1978787159265120272) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:36Z 94.5K followers, 7922 engagements "$CELH hitting new 52-week highs after Piper Sandler reiterated confidence in its near- and long-term setup" [X Link](https://x.com/wallstengine/status/1978821282654236998) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:52Z 94.5K followers, 17K engagements "$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production." [X Link](https://x.com/wallstengine/status/1863485879811252309) [@wallstengine](/creator/x/wallstengine) 2024-12-02T07:30Z 94.5K followers, 20.6K engagements "STOCKS ON WATCH FOR NASDAQ XXX INCLUSION AFTER TODAYS REBALANCING: PALANTIR $PLTR EQUINIX $EQIX SANOFI $SNY MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON UNITED AIRLINES $UAL NETEASE $NTES $JD.COM $TCOM ARGENX $ARGX ALNYLAM $ALNY" [X Link](https://x.com/wallstengine/status/1867670920900538452) [@wallstengine](/creator/x/wallstengine) 2024-12-13T20:40Z 94.5K followers, 35.4K engagements "$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at" [X Link](https://x.com/wallstengine/status/1904845626577408297) [@wallstengine](/creator/x/wallstengine) 2025-03-26T10:39Z 94.5K followers, 7389 engagements "Today's Key Events (All EST) 07/18/2025 08:00: Fed's Waller 08:30: US Housing Starts 10:00: University Michigan Sentiment Prelim All day: Monthly OPEX Before Open 👇 06:00: Truist Financial $TFC 06:30: 3M $MMM 06:40: Autoliv $ALV 06:50: SLB $SLB 07:00: American Express $AXP 07:05: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Charles Schwab $SCHW" [X Link](https://x.com/wallstengine/status/1946112764185059609) [@wallstengine](/creator/x/wallstengine) 2025-07-18T07:40Z 94.5K followers, 8202 engagements "SPACEX JUST MOVED $152M IN BITCOIN 1ST TIME IN X YEARS Arkham data shows a SpaceX-linked wallet transferred 1308 BTC ($152.8M) on July XX. No net change in holdings suggesting an internal reshuffle. SpaceX now holds 6977 BTC worth $818M under Coinbase Prime custody" [X Link](https://x.com/wallstengine/status/1947551808257462652) [@wallstengine](/creator/x/wallstengine) 2025-07-22T06:58Z 94.5K followers, 7322 engagements "Today's Key Events (All EST) 07/31/2025 07:30: US Challenger Layoffs 08:30: US PCE Inflation Data 08:30: US Initial Jobless Claims 08:30: US Personal Income 08:30: US Consumer Spending 09:45: US Chicago PMI Before Open 👇 01:00 argenx 02:00 Indivior 05:00 Anheuser-Busch InBev 05:00 Sanofi 05:00 TAL Education 06:00: Cigna $CI 06:00: Air Products $APD 06:00: Cenovus Energy $CVE 06:00: IP 06:05: PG&E 06:10: Xcel Energy $XEL 06:30: CVS Health $CVS 06:30: Cameco $CCJ 06:30: Norwegian Cruise Line $NCLH 06:30: DINO 06:30: Teleflex $TFX 06:30: UTZ Brands 06:30: Vontier 06:30: MasTec 06:45: Ferrari" [X Link](https://x.com/wallstengine/status/1950817201193459908) [@wallstengine](/creator/x/wallstengine) 2025-07-31T07:13Z 94.5K followers, 10.7K engagements "Today's Key Events (All EST) 08/06/2025 07:00: US MBA Mortgage Applications 13:00: US 10-Year Note Auction 14:00: Fed's Cook & Collins Speak 16:10: Fed's Daly Speaks Before Open 👇 01:30: Novo Nordisk $NVO 06:00: Oscar Health $OSCR 06:30: Dynatrace $DT 06:30: Emerson Electric $EMR 06:30: Planet Fitness $PLNT 06:30: Corteva $CTVA 06:30: CDW Corp 06:50: Disney $DIS 06:55: $UBER 06:55: Global Payments $GPN 07:00: Shopify $SHOP 07:00: McDonald's $MCD 07:00: Genius Sports $GENI 07:00: Bloomin Brands $BLMN 07:00: NY Times 07:00: Lantheus $LNTH 07:30: Unity Software $U 08:00: TPG After Hours 👇" [X Link](https://x.com/wallstengine/status/1952981630626464165) [@wallstengine](/creator/x/wallstengine) 2025-08-06T06:34Z 94.5K followers, 12K engagements "Apollo $APO has agreed to buy a majority stake in Stream Data Centers marking its first direct data center acquisition as it eyes long-term plays in AI infrastructure. Terms werent disclosed but Apollo-managed funds could pour billions into the space. Stream will expand in Chicago Atlanta and Dallas" [X Link](https://x.com/wallstengine/status/1953074905362411648) [@wallstengine](/creator/x/wallstengine) 2025-08-06T12:45Z 94.5K followers, 7712 engagements "$VST Vistra Corp Q2'25 Earnings Highlights 🔹 Oper Revenue: $4.25B (Est. $4.72B) 🔴; UP +11% YoY 🔹 Net Income (Ongoing Ops): $370M (Est. $364.8M) 🟢; DOWN -XX% YoY 🔹 Adj. EBITDA (Ongoing Ops): $1.35B (Est. $1.38B) 🔴 Segment EBITDA Performance 🔹 Retail: $756M (Est. $464.6M) 🟢; DOWN -XXX% YoY 🔹 Texas: $142M; DOWN -XX% YoY 🔹 East: $418M; UP +30% YoY 🔹 West: $49M (Est. $30.8M) 🟢; DOWN -XX% YoY FY2025 Outlook (Reaffirmed) 🔹 Adj. EBITDA (Ongoing Ops): $5.5B$6.1B (Est. $5.95B) 🟡 🔹 Adj. Free Cash Flow Before Growth (FCFbG): $3.0B$3.6B Management Commentary 🔸 Performance YTD and forecast" [X Link](https://x.com/wallstengine/status/1953428918415032630) [@wallstengine](/creator/x/wallstengine) 2025-08-07T12:12Z 94.5K followers, 10.6K engagements "UBS Upgrades $VG to Buy from Neutral PT $XX Analyst comments: "Volume ramp at Plaquemines continues to surprise to the upside. In 2Q25 this project exported XX cargoes XX more than the fully ramped Calcasieu Pass. VG reported a record XX cargoes in 2Q25 (vs. XX in 1Q25 and XX in 2Q24) at the top end of its guidance. We believe the Street is underestimating the number of commissioning cargoes from Plaquemines. We estimate that number will come in around XXX vs. the company's guidance of XXX. The XX additional commissioning cargoes could drive earnings upside of $XXX million which is not in" [X Link](https://x.com/wallstengine/status/1959910418203521306) [@wallstengine](/creator/x/wallstengine) 2025-08-25T09:27Z 94.5K followers, 16.2K engagements "$FICO just shook up the mortgage market. The company launched a Direct Licensing Program that lets lenders access FICO scores without going through Equifax Experian or TransUnion. The move aims to cut out bureau mark-ups and give lenders more transparent pricing. Under the new model FICO will charge either $XXXX per score plus a $XX fee at loan closing or a flat $XX per score roughly in line with todays bureau pricing but without the middleman. Shares of the credit bureaus sank on the news with Equifax $EFX down XX% TransUnion $TRU off XX% and Experian lower in London. Fair Isaac rose 5%" [X Link](https://x.com/wallstengine/status/1973692426284876214) [@wallstengine](/creator/x/wallstengine) 2025-10-02T10:11Z 94.5K followers, 104.7K engagements "Applied Materials $AMAT warned it expects a $710M revenue hit from the new U.S. export restrictions with $110M shaved off its Q4 and another $600M impact in FY26 per WSJ. The tighter BIS rule blocks blacklisted Chinese firms like Huawei from using affiliates to bypass curbs. China made up XX% of Applieds sales last quarter underscoring its exposure" [X Link](https://x.com/wallstengine/status/1974015043768344818) [@wallstengine](/creator/x/wallstengine) 2025-10-03T07:33Z 94.5K followers, 26.7K engagements "TRUMP: WILL MEET CHINA'S XI IN A FEW WEEKS IN SOUTH KOREA" [X Link](https://x.com/wallstengine/status/1975600323159851442) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:33Z 94.5K followers, 11.7K engagements "$NVDA CEO URGES INVESTMENT IN POWER GENERATION FOR DATA CENTERS" [X Link](https://x.com/wallstengine/status/1975903507904704908) [@wallstengine](/creator/x/wallstengine) 2025-10-08T12:38Z 94.5K followers, 25.6K engagements "U.S. AIRLINES: "IMPERATIVE" FAA ACCOMPLISH SOME "QUICK WINS" IN $XXXX BILLION AIR TRAFFIC CONTROL OVERHAUL - LETTER" [X Link](https://x.com/wallstengine/status/1975979984742384096) [@wallstengine](/creator/x/wallstengine) 2025-10-08T17:41Z 94.5K followers, 8241 engagements "$META filled the gap after the open broke above its opening range and is now pushing higher up over 1.4%. Data via @edgeful" [X Link](https://x.com/wallstengine/status/1976321503278006515) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:18Z 94.5K followers, 11.1K engagements "AstraZeneca $AZN announced plans to boost investment in its Virginia manufacturing facility to $XXX billion more than doubling the scope of its earlier commitment" [X Link](https://x.com/wallstengine/status/1976324541552168968) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:31Z 94.5K followers, 8089 engagements "LULULEMON ATHLETICA $LULU FOUNDER LOOKING AT OPTIONS FOR ACTIVISM" [X Link](https://x.com/wallstengine/status/1976659414829686802) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:41Z 94.5K followers, 20.9K engagements "China's Xiaomi shares dropped more than X% in Hong Kong after reports of a fatal SU7 crash in Chengdu where the cars doors reportedly failed to open after catching fire. The stock fell as much as XXX% intraday its biggest drop since April. Local police said the 31-year-old driver suspected of driving under the influence died after the car collided with another sedan. The crash reignites safety concerns over electronic door handles popularized by Tesla which can malfunction during fires or power loss. Chinese regulators are reportedly considering a ban on such handles following multiple" [X Link](https://x.com/wallstengine/status/1977683458278211777) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:30Z 94.5K followers, 25.8K engagements "$BE IS UP XX% FOLLOWING BROOKFIELD $5B AI INFRA PARTNERSHIP" [X Link](https://x.com/wallstengine/status/1977704472634609892) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:54Z 94.5K followers, 42.9K engagements "Salesforce $CRM just announced a $XX billion investment in San Francisco over the next five years to fund a new AI Incubator Hub and expand local workforce programs. The plan coincides with this weeks Dreamforce conference (Oct 1416) expected to bring 50000 attendees and generate $130M for the city while supporting 35000 jobs. Marc Benioff said the investment reflects our deep commitment to our hometown advancing AI innovation creating jobs and helping companies and our communities thrive" [X Link](https://x.com/wallstengine/status/1977726455242002708) [@wallstengine](/creator/x/wallstengine) 2025-10-13T13:21Z 94.5K followers, 18.3K engagements "ALPHA MODUS FILES LAWSUIT AGAINST LOWE'S $LOW OVER AI RETAIL PATENTS" [X Link](https://x.com/wallstengine/status/1977767320891105672) [@wallstengine](/creator/x/wallstengine) 2025-10-13T16:04Z 94.5K followers, 10.2K engagements "Starboard Value has reportedly taken a stake in Keurig Dr Pepper $KDP according to the Financial Times. The activist fund built its position following the companys controversial Peets Coffee acquisition which drew investor criticism" [X Link](https://x.com/wallstengine/status/1977780654449603054) [@wallstengine](/creator/x/wallstengine) 2025-10-13T16:57Z 94.5K followers, 9281 engagements "$JNJ Johnson & Johnson Q325 Earnings Highlights 🔹 Revenue: $23.99B (Est. $23.74B) 🟢; UP +6.8% YoY 🔹 Adj EPS: $XXXX (Est. $2.78) 🟢 FY25 Guidance 🔹 Sales: $93.5$93.9B (Est. $93.46B) 🟢 🔹 Adj EPS: $10.80$10.90 (Est. $10.85) 🟡 Strategic Update 🔹 Intends to separate Orthopaedics as standalone DePuy Synthes (target 1824 months); Namal Nawana named Worldwide President Other Q3 Metrics 🔹 Innovative Medicine Rev: $15.56B (Est. $15.38B) 🟢; UP +6.8% YoY 🔹 MedTech Sales: $8.43B (Est. $8.38B) 🟢; UP +6.8% YoY 🔹 Adjusted Net Earnings: $6.80B; UP +15.7% YoY 🔹 U.S. Sales: $13.71B; UP +6.2% YoY" [X Link](https://x.com/wallstengine/status/1978044614704775549) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:26Z 94.5K followers, 18.6K engagements "Goldman Sachs Initiates Coverage on $U with Neutral Rating PT $XX Analyst comments: "Eric Sheridan assumes coverage of Unity Software from Kash Rangan with a Neutral rating (unchanged) and a price target of $XX (prior $32.50). Unity is a global platform that facilitates the creation growth and monetization of games and other digital experiences. We see Unity as exiting a period of disruption and positioned to reaccelerate topline growth in the coming years driven by expected share gains in its Grow segment and stable growth in its core Create segment. What remains an open debate is how well" [X Link](https://x.com/wallstengine/status/1978200098313285976) [@wallstengine](/creator/x/wallstengine) 2025-10-14T20:43Z 94.5K followers, 13.5K engagements "Apple $AAPL CEO Tim Cook pledged to boost investment in China during his visit despite Trumps tariff threats on foreign-made goods. Cook met Chinas Industry Minister Li Lecheng and said Apple will strengthen cooperation with local suppliers" [X Link](https://x.com/wallstengine/status/1978373842851488200) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:14Z 94.5K followers, 11K engagements "Nextracker $NXT and T1 Energy $TE signed a multi-year $75M+ solar frame supply deal tied to T1s new 5-GW Dallas plant. The agreement replaces imported aluminum frames with U.S.-made specialty steel frames part of Nextrackers patented module frame tech. Both firms called it a step toward domestic solar manufacturing and energy security with Nextracker expanding capacity in Texas to support production" [X Link](https://x.com/wallstengine/status/1978421959638847974) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:25Z 94.5K followers, 12.2K engagements
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@wallstengine Wall St Engine
US Treasury Secretary Janet Yellen is urging the World Bank to end its support for China, citing the need to secure critical mineral supply chains and prioritize reliable energy sources. Meanwhile, tensions between the US and China are escalating, with President Trump announcing a proposal to impose new tariffs on Chinese goods and China responding with restrictions on US subsidiaries of a South Korean company. In the tech sector, major companies such as Microsoft, Amazon, and Google are making significant moves, including investing in AI infrastructure, partnering with other companies on AI projects, and unveiling new AI-powered products.
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- X Week XXXXXXXXX +47%
- X Month XXXXXXXXXX +104%
- X Months XXXXXXXXXX +70%
- X Year XXXXXXXXXXX +470%
Mentions: XXX #
- X Week XXX +12%
- X Month XXXXX -XX%
- X Months XXXXX +21%
- X Year XXXXXX +81%
Followers: XXXXXX #
- X Week XXXXXX +5.50%
- X Month XXXXXX +13%
- X Months XXXXXX +68%
- X Year XXXXXX +346%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #469 finance #1214 technology brands #2771 countries #3523 cryptocurrencies #505 automotive brands #5817 travel destinations XXX% exchanges XXXX% currencies XXXX% luxury brands XXX%
Social topic influence china #169, eps #144, open ai #734, $nvda #9, stocks #1580, investment #399, goldman sachs #3, longterm #126, tariffs #156, $aapl #50
Top accounts mentioned or mentioned by @007ofwallst @xynth_m @joinyellowbrick @grok @lazaroinvestor @askfinvest @stockstormx @sergiustrading @edgeful @parabolicnotice @alerts_bullish @joystickexpert @knightw0lf_ @briton_hill @stocktalkweekly @teshen8lin @1991wolfpack @bullorix @boersenwunder @options_222
Top assets mentioned NVIDIA Corp. (NVDA) Goldman Sachs (GS) Apple, Inc. (AAPL) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Ferrari N.V. (RACE) Truist Financial Corp (TFC) FG Nexus (FGNX) Metadium (META) Bloom Energy Corporation (BE) BITMINE IMMERSION TECH (BMNR) Fifth Third Bancorp (FITB) Alphabet Inc Class A (GOOGL) Alvey Chain (WALV) DoorDash, Inc. (DASH) Dash (DASH) Intel Corporation (INTC) Morgan Stanley (MS) BlackRock Inc (BLK) Oscar Health, Inc. (OSCR) Bitcoin (BTC) Stellantis N.V. (STLA) Salesforce Inc (CRM) Cream (CRM) Ethereum (ETH) Applovin Corporation (APP) Robinhood Markets, Inc. (HOOD) Coinbase Global, Inc. (COIN) Mario Coin (COIN) Applied Materials, Inc. (AMAT) GammaSwap (GS) Palantir (PLTR) Comerica, Inc. (CMA) Advanced Micro Devices (AMD) Boeing Co (BA) Jefferies Financial Group Inc. (JEF) IonQ, Inc. (IONQ) Cigna Corp (CI) Circle Internet Group, Inc. (CRCL) Dollar Tree Inc (DLTR) Deere & Company (DE) QuantumScape Corporation (QS) Corning Incorporated (GLW)
Top Social Posts #
Top posts by engagements in the last XX hours
"$ALV Autoliv Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $2.05) 🟢; UP +26% YoY 🔹 Revenue: $2.71B (Est. $2.69B) 🟢; UP +5.9% YoY 🔹 Adj. Operating Margin: 10.0%; UP +70 bps YoY 🔹 Organic Sales Growth: +3.9% YoY 🔹 Operating Cash Flow: $258M; UP +46% YoY Guidance (FY25) 🔹 Organic Sales Growth: X% 🔹 FX Impact on Net Sales: +1% 🔹 Adj. Operating Margin: 1010.5% 🔹 Operating Cash Flow: $1.2B Segment 🔹 Product: Airbags/Steering & Other +3.6% organic; Seatbelts +4.5% organic 🔹 Region (organic): Americas +4.7%; Europe +0.1%; China +6.2%; Asia ex-China +5.5% Other Metrics 🔹 ROCE: 25.1%"
X Link @wallstengine 2025-10-17T10:29Z 94.6K followers, 7874 engagements
"$PEP PepsiCo Q325 Earnings Highlights 🔹 Revenue: $23.94B (Est. $23.86B) 🟢; UP +3% YoY 🔹 Core EPS: $XXXX (Est. $2.27) 🟢; DOWN -X% YoY (constant currency) 🔸 Steve Schmitt named EVP & CFO Reaffirms FY25 Guidance: 🔹 Low-single-digit organic revenue growth 🔹 Core constant-currency EPS approximately even with prior year; FX headwind now 0.5ppt (prior 1.5ppt) 🔹 FY25 cash returns $8.6B (Dividends $7.6B; Buybacks $1.0B); core tax rate XX% Segment: 🔹 PBNA: $7.33B; UP +2% YoY (Organic +2%) 🔹 PFNA: $6.53B; FLAT YoY (Organic -3%) 🔹 EMEA: $5.02B; UP +9% YoY (Organic +5.5%) 🔹 Latin America"
X Link @wallstengine 2025-10-09T10:06Z 94.6K followers, 17.5K engagements
"DoorDash $DASH is teaming up with Serve Robotics $SERV in a multiyear deal to roll out sidewalk delivery robots across the US starting in Los Angeles. Serve which also works with $UBER has already completed tens of thousands of deliveries in five cities including Miami Dallas and Chicago. The partnership isnt exclusive allowing Serves fleet to take orders from both DoorDash and Uber to improve utilization. Serve plans to double its fleet to 2000 robots by year-end aiming to boost efficiency and cut idle time"
X Link @wallstengine 2025-10-09T10:52Z 94.6K followers, 46.6K engagements
"Microsoft $MSFT forecasts ongoing data center constraints through 2026 OpenAI remains Microsofts largest CPU customer on Azure. The company reportedly had to turn away some Azure customers due to limited capacity. - BBG"
X Link @wallstengine 2025-10-09T19:17Z 94.6K followers, 253.8K engagements
"Trump: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for China. We have been contacted by other Countries who are extremely angry at this great Trade"
X Link @wallstengine 2025-10-10T15:00Z 94.6K followers, 624.4K engagements
"TSMC plans to acquire a SECOND major U.S. Arizona site to accelerate capacity securing land for up to six fabs with N2 in Arizona Phase X. $TSM"
X Link @wallstengine 2025-10-16T06:37Z 94.6K followers, 59.6K engagements
"$NVDA is teaming up with Australian startup Firmus Technologies to build a new network of renewable-powered AI data centers under Project Southgate a $XXX billion initiative already underway in Melbourne and Tasmania per Bloomberg. The sites will use Nvidias GB300 chips and draw about XXX megawatts of power coming online by April 2026. Firmus said the project could scale to $XX billion by 2028 expanding to XXX gigawatts and adding roughly X% of Australias total power capacity through new wind solar and hydro projects. Firmus co-CEO Oliver Curtis called Southgate a blueprint for how Australia"
X Link @wallstengine 2025-10-16T07:54Z 94.6K followers, 39K engagements
"SemiAccurate says Intel $INTC Foundry has locked in at least one large AI customer for its upcoming 18A/AP process and hints there may be more"
X Link @wallstengine 2025-10-17T13:58Z 94.6K followers, 69.2K engagements
"Peabody Energy $BTU said Anglo American has launched arbitration after Peabody terminated its deal to buy Anglos steelmaking coal assets citing a material adverse change. Anglo returned $29M of the $75M deposit; Peabody is demanding the rest"
X Link @wallstengine 2025-10-03T12:15Z 93.9K followers, 9369 engagements
"Standard Chartered warns stablecoins could pull $X Trillion in deposits out of emerging market banks within X years. Nearly all are dollar-pegged making them attractive in countries hit by currency crashes"
X Link @wallstengine 2025-10-07T16:31Z 94.1K followers, 8133 engagements
"Airbus A320 has officially overtaken Boeings $BA XXX as the most-delivered jet in history with 12260 planes handed over since 1988 after the latest delivery to Flynas"
X Link @wallstengine 2025-10-07T17:05Z 93.9K followers, 10.5K engagements
"B.Riley Upgrades $FORM to Buy from Neutral Raises PT to $XX from $XX Analyst comments: "We have gained further conviction in FormFactors efforts to restore gross margins toward the XX% target as new operations and finance leadership collaborate to reinvigorate cost-reduction initiatives and modernize workflowsaddressing what has historically been a financial execution weakness even prior to the Texas 50000 sq. ft. facility ramp. On the revenue side we believe DRAM HBM strengths remain robust and defensible while new long-term opportunities are emerging in Foundry Logic including potential"
X Link @wallstengine 2025-10-10T08:16Z 93.9K followers, 8476 engagements
"Morgan Stanley and other investors including BlackRock and Texas Treasury Safekeeping Trust have asked to withdraw funds from $JEF Jefferies Point Bonita Capital which had heavy exposure to bankrupt auto-parts maker First Brands Group. Point Bonita managed about $3B in trade finance assets with roughly XX% tied to First Brands receivables. Jefferies disclosed that $715M was invested in receivables owed by First Brands and payments stopped Sept. XX just before the companys Sept. XX bankruptcy filing. A board committee and the U.S. Justice Department are now investigating whether First Brands"
X Link @wallstengine 2025-10-10T21:13Z 93.9K followers, 13.7K engagements
"TRUMP WHEN ASKED: OTHER THINGS COULD BE ON TABLE FOR EXPORT CONTROLS LIKE BOEING $BA PLANES"
X Link @wallstengine 2025-10-10T22:09Z 94K followers, 17.5K engagements
"TRUMP ASKED IF HE'LL RETREAT ON CHINA MEASURE: WE'LL SEETHATS WHY I SET IT TO NOV. 1"
X Link @wallstengine 2025-10-10T22:13Z 93.9K followers, 81.6K engagements
"$IONQ said it achieved a breakthrough in quantum chemistry showing its system can calculate atomic-level forces more accurately than classical methods. The study done with a Global 1000 automaker used IonQs QC-AFQMC algorithm to model nuclear forces for carbon-capture material design. CEO Niccolo de Masi said the work goes beyond academic benchmarks demonstrating practical quantum advantages for pharma battery and chemical industries"
X Link @wallstengine 2025-10-13T11:06Z 94K followers, 41.4K engagements
"BESSENT ON SHUTDOWN: STARTING TO AFFECT THE ECONOMY"
X Link @wallstengine 2025-10-13T12:09Z 94K followers, 22.1K engagements
"EARNINGS SEASON IS HERE 🔔 And its about to get interesting for every market junkie looking to make an extra buck especially with Polymarkets earnings markets live Heres a look at the stocks reporting Tuesday & Wednesday along with their Polymarket odds of beating estimates"
X Link @wallstengine 2025-10-13T15:54Z 94K followers, 39K engagements
"No surprise tradings been trending on Whop The markets offered up a ton of opportunity this past year in themes like AI data centers nuclear space drones & REEs These arent just hype but XX% of the stocks chasing them might be. The others will keep gaining value & will become industry giants over time"
X Link @wallstengine 2025-10-13T18:58Z 94K followers, 25K engagements
"China said its rare earth export controls are lawful and not an export ban defending the measures as compliant with global trade rules. The Commerce Ministry said it informed the U.S. in advance through export control talks and that working-level discussions were held Monday. Beijing urged Washington to stop threats while seeking talks and said cooperation benefits both sides. China also reiterated it would fight the trade war to the end if necessary but confirmed communication between both sides continu"
X Link @wallstengine 2025-10-14T01:59Z 93.9K followers, 27K engagements
"Global smartphone shipments rose X% YoY in Q3 2025 according to Omdia as vendors stocked up ahead of the holiday season. Apple $AAPL posted its strongest third quarter ever capturing XX% market share. Samsung held the top spot with XX% followed by Xiaomi (14%) TRANSSION (9%) and vivo (9%). Omdia said the rebound was supported by strong replacement demand and inventory buildup before Q4. The iPhone XX lineup exceeded expectations while TRANSSION saw double-digit growth marking its highest Q3 shipments to date"
X Link @wallstengine 2025-10-14T08:33Z 93.9K followers, 15.6K engagements
"Goldman Sachs analyst Scott Fidel initiated coverage on major U.S. healthcare insurers and managed care providers: Buy: $UNH ($406 PT) $CI ($370 PT) $CVS ($91 PT) $ALHC ($21 PT) Neutral: $MOH ($207 PT) $ELV ($343 PT) $OSCR ($17 PT) Sell: $CNC ($33 PT) $HUM ($271 PT)"
X Link @wallstengine 2025-10-14T08:58Z 94K followers, 14.2K engagements
"Safe partnered with Circle $CRCL to make USDC the default stablecoin across its ecosystem. Safe secures $60B in assets and holds $2.5B in USDC"
X Link @wallstengine 2025-10-14T13:02Z 93.9K followers, 9567 engagements
"Short sellers are facing their worst returns since 2020 according to the Financial Times as retail traders drive a rally in heavily shorted stocks. A basket of the XXX most shorted U.S. stocks is up XX% this year the best run since the 2020 retail-driven surge. Its been really hard this year said Anne Stevenson-Yang of J Capital Research. Weve all been waiting for the market to become more rational and it hasnt"
X Link @wallstengine 2025-10-14T15:13Z 94K followers, 15.3K engagements
"FED POWELL: NOT GOING TO COMMENT ON GOLD OR BITCOIN PRICES WE THINK INFLATION IS DRIVEN BY FUNDAMENTAL SUPPLY & DEMAND FACTORS"
X Link @wallstengine 2025-10-14T16:47Z 93.9K followers, 14.7K engagements
"Guggenheim Initiates Coverage on $LYFT with Buy Rating PT $XX Analyst comments: "Our BUY rating reflects 1) recent Waymo and May Mobility partnerships (i.e. Ticket to Ride) 2) our view that consensus estimates underappreciate FREENOW contribution and 3) Street Booking forecasts below managements medium-term target. New management has reinvigorated growth since their mid-2023 arrival primarily by becoming 'something to someone' these proof-points instill confidence in the trajectory ahead. We expect the Autonomous Vehicle (AV) debate to remain a key sentiment driver with bulls highlighting"
X Link @wallstengine 2025-10-15T09:16Z 94K followers, 9567 engagements
"Dollar Tree $DLTR reaffirmed its near-term outlook and unveiled a 3-year EPS growth target of 1215% CAGR (FY26FY28) ahead of its 2025 Investor Day in New York. FY26 EPS is projected to grow in the high teens driven by tariff mitigation multi-price conversions and the Family Dollar sale. QTD comp sales are up XXX% and the company repurchased 2.8M shares for $271M. CEO Mike Creedon said Dollar Tree is entering a new chapter as a multi-price tech-enabled retailer positioned for long-term growth"
X Link @wallstengine 2025-10-15T11:10Z 94K followers, 8928 engagements
"BESSENT: EUROPEAN ALLIES MUST BE WILLING TO FOLLOW ON TARIFFS ON CHINESE GOODS RELATED TO RUSSIAN OIL PUCHASES"
X Link @wallstengine 2025-10-15T13:53Z 94K followers, 10.6K engagements
"$NRG LANDS FIRST DATA CENTER POWER DEALS TOTALING XXX MW NRG Energy just signed its first batch of long-term retail power deals with data centers covering XXX MWwith room to add up to X GW more. The companys Texas virtual power plant has also scaled to XXX MW up from XX MW aiming for X GW by 2035. Q2 revenue hit $6.74B beating estimates though EPS of $XXXX came in just short. FY25 EPS guide was set at $6.75$7.75 below consensus"
X Link @wallstengine 2025-08-06T11:43Z 94.6K followers, 7215 engagements
"BeOne Medicines $ONC is selling its royalty rights on Amgens IMDELLTRA to Royalty Pharma $RPRX for up to $950M excluding China sales. The deal includes $885M upfront and up to $65M more within XX months if BeOne opts to sell remaining royalties. BeOne will still collect royalties on IMDELLTRA sales above $1.5B annually and keep rights to other Amgen assets like xaluritamig now in trials for prostate cancer. IMDELLTRA is already approved in the U.S. for patients with extensive-stage small cell lung cancer"
X Link @wallstengine 2025-08-25T10:04Z 94.6K followers, 8388 engagements
"HORMEL TO RAISE PRICES AS COMMODITY COSTS SURGE Hormel Foods $HRL warned of price increases after pork belly costs jumped XX% and wholesale pork rose XX% year-over-year. The Spam maker reported Q3 earnings of XX cents per share missing the 40-cent estimate while sales rose XXX% to $XXXX billion. Shares fell XX% to a decade low as the company cut its profit outlook. Interim CEO Jeff Ettinger said the commodity run-up was "both sudden and major" requiring "targeted pricing actions." Food service volumes dropped over X% as restaurant traffic declined. Source: Wall Street Journal"
X Link @wallstengine 2025-08-29T06:48Z 94.6K followers, 8740 engagements
"$SOFI Technologies has launched the SoFi Agentic AI ETF $AGIQ targeting "next-generation AI" companies including autonomous vehicles cybersecurity and semiconductors. The fund tracks XX components from $NVDA to $lSRG and $DE with a XXXX% fee"
X Link @wallstengine 2025-09-03T13:13Z 94.6K followers, 13.8K engagements
"QUANTUMSCAPE $QS CORNING $GLW IN DEAL FOR CERAMIC SEPARATOR DEVELOPMENT"
X Link @wallstengine 2025-09-30T10:52Z 94.6K followers, 12.8K engagements
"More details: QuantumScape $QS and Corning $GLW announced a partnership to develop high-volume ceramic separator manufacturing for solid-state batteries. The deal combines QSs lithium-metal battery tech with Cornings ceramics expertise aimed at scaling production for commercial use. No financial terms or timelines were disclosed"
X Link @wallstengine 2025-09-30T10:59Z 94.6K followers, 5805 engagements
"Ferrari $RACE laid out its 2030 roadmap at Capital Markets Day confirming an average of four new model launches per year between 2026 and 2030 and the debut of its first fully electric Ferrari elettrica in late 2026. By the end of the decade the lineup will be XX% ICE XX% hybrid and XX% electric. Executive Chairman John Elkann said With the new Ferrari elettrica we once again affirm our will to progress by uniting the discipline of technology the creativity of design and the craft of manufacturing. Ferrari now counts 90000 active clients up XX% from 2022 and plans to open Tailor Made centers"
X Link @wallstengine 2025-10-09T09:32Z 94.6K followers, 31.2K engagements
"FERRARI $RACE SEES 2030 ADJ. EBITDA AT LEAST EU3.6B"
X Link @wallstengine 2025-10-09T09:48Z 94.6K followers, 7216 engagements
"FERRARI $RACE TO INCREASE DIV PAYOUT TO XX% OF NET STARTING FROM 2025"
X Link @wallstengine 2025-10-09T09:49Z 94.6K followers, 7123 engagements
"Ferrari $RACE is having its worst trading day since 2016 after the company cut its 2030 EV target in half now expecting only XX% of its lineup to be fully electric by the end of the decade down from the XX% goal set in 2022"
X Link @wallstengine 2025-10-09T14:07Z 94.6K followers, 17.2K engagements
"Jefferies says Ferraris $RACE steep derating vs. luxury peers now XX% over the past six months; is starting to feel extreme. The firm highlighted that Ferraris updated long-term plan is not bearish but conservative calling it realism over optimism. Jefferies said Ferraris FY25 guidance was slightly raised with revenue now expected at 7.1B and EBIT margin XX% but the 2030 outlook disappointed: revenue guidance of 9B (vs. Streets 10.2B) EBIT margin XX% (vs. XXXX% expected) and EPS XXXXX (vs. XXXXX consensus). Analysts said Ferraris revised product mix XX% gas XX% electric reflects pragmatism"
X Link @wallstengine 2025-10-09T17:46Z 94.6K followers, 26.6K engagements
"Stellantis $STLA said vehicle sales rose XX% in Q3 helped by a XX% jump in U.S. deliveries as inventories normalized and the company brought back the V8 Ram 1500"
X Link @wallstengine 2025-10-10T07:14Z 94.6K followers, 9251 engagements
"China imposed restrictions on five U.S. subsidiaries of South Koreas Hanwha Ocean. The Ministry of Transport also launched a survey to assess the impact of U.S. Section XXX tariffs on Chinas shipping and shipbuilding sectors saying the probe will evaluate effects on industrial security & supply chain stability"
X Link @wallstengine 2025-10-14T04:48Z 94.6K followers, 119K engagements
"Jefferies on $BE (PT $31): We Would Still Need to See Substantial Backlog Adds to Alleviate 2027 Outlook Concerns Analyst comments: "Brookfield Asset Management plans to invest up to $X billion in deploying Blooms solid oxide fuel cells (SOFCs) with initial deployments expected in Europe by year-end. Details however remain very limited. Key 3Q questions include: deployment timing cadence and size additional capacity expansion and backlog growth. Investor confidence hinges on visibility into 2027 sales and capacity plans capacity expansion is required to support the narrative. The partnership"
X Link @wallstengine 2025-10-14T08:50Z 94.6K followers, 15K engagements
"$WFC Wells Fargo Q3'25 Earnings Highlights 🔹 Revenue: $21.43B (Est. $21.14B) 🟢; +5% YoY 🔹 EPS: $XXXX (Est. $1.55) 🟢; +17% YoY 🔹 Net Interest Income: $11.95B (Est. $12.01B) 🔴; +2% YoY 🔸Sees Q4 NII $12.4B - $12.5B Q3 Operating Metrics: 🔹 Total Avg. Loans: $928.7B (Est. $926.43B) 🟢; UP +2% YoY 🔹 Total Avg. Deposits: $1.34T (Est. $1.34T) 🟡; FLAT YoY 🔹 Net Charge-Offs: $942M (Est. $1.09B) 🟢; DOWN -XX% YoY 🔹 Noninterest Income: $9.49B; UP +9% YoY 🔹 Provision for Credit Losses: $681M; DOWN -XX% YoY Q3 Segment Performance: Consumer Banking and Lending (CBL): 🔹 Revenue: $9.65B; UP +6%"
X Link @wallstengine 2025-10-14T10:34Z 94.6K followers, 14.8K engagements
"Andrew Ross Sorkin on Stock Market Crash: We will have a crash I just can't tell you when and I can't tell you how deep. But I can assure you unfortunately I wish I wasn't saying this we will have a crash"
X Link @wallstengine 2025-10-15T11:05Z 94.6K followers, 454.6K engagements
"US TSY SEC. BESSENT U.S. INVESTMENT BOOM IS SUSTAINABLE JUST GETTING STARTED THERE IS PENT UP DEMAND AMERICA IS OPEN FOR BUSINESS JUST SEEING BEGINNING OF AI BOOM .and you're bearish"
X Link @wallstengine 2025-10-15T12:28Z 94.6K followers, 15.4K engagements
"US TSY SEC. BESSENT ON THE AI BOOM: Theres a good chance we see a 1990s-style productivity miracle. Employment booms usually follow capex booms. Were only in the third inning of this AI investment cycle. we are just taking off"
X Link @wallstengine 2025-10-15T12:40Z 94.6K followers, 50.5K engagements
"Raymond James Lowers $FHN PT to $XX from $XX Maintains Outperform Rating Analyst comments: "We maintain our Outperform rating on FHN shares following commentary on todays earnings call that has driven a sharp sell-off in the stock. More specifically and despite relatively solid results management opened the door to potential in-footprint tuck-in acquisitions where the general opinion in the investor/analyst community has been it was more likely a seller in the short- to intermediate-term. Indeed with the recently announced sale of CMA to FITB FHN was near/at the top of many investors takeout"
X Link @wallstengine 2025-10-15T19:54Z 94.6K followers, 8942 engagements
"$CRM Salesforce just set a $60B+ FY30 revenue target projecting a return to double-digit organic growth (10%+ CAGR from FY26FY30) excluding Informatica. The company also aims to hit the Rule of 50"
X Link @wallstengine 2025-10-15T21:46Z 94.6K followers, 44.2K engagements
"TSMC: AI demand is stronger than three months ago and the numbers are insane; 2026 looks healthy. No change in customer behavior so far Capex unlikely to drop significantly year to year with higher spend tied to higher growth opportunities. $TSM"
X Link @wallstengine 2025-10-16T06:32Z 94.6K followers, 17.2K engagements
"B. Riley Initiates Coverage on $BMNR with Buy Rating Sets PT at $XX Analyst comments: "BMNR is the largest Ethereum DATCO with an experienced management team and what we believe are achievable plans to acquire a X% stake in the Ethereum network. We expect the shares to continue trading at a premium to NAV (1.3x1.5x) driven by ETH staking revenue institutional custody partnerships with leading service providers and strong capital-raising capability thanks to the current premium valuation. We project that BMNR will hold approximately 7.6M ETH by FY26-end subject to market conditions and capital"
X Link @wallstengine 2025-10-16T10:26Z 94.6K followers, 18.2K engagements
"Honeywells board approved the spin-off of Solstice Advanced Materials set for October XX. Shareholders of record on Oct XX will receive X $SOLS share for every X $HON shares. Trading under $SOLSV begins Oct XX (when-issued) and under $SOLS on Oct XX. Solstice will focus on advanced materials for refrigerants semiconductors data-center cooling and energy"
X Link @wallstengine 2025-10-16T11:05Z 94.6K followers, 8198 engagements
"BofA Raises $TSM PT to $XXX from $XXX - Buy "Real demand from AI was one of the focal points during the earnings call and we sense that the company is turning a bit more positive on the long-term growth trajectory (though keeping the mid-40s% CAGR). In our view TSMCs position in such an area remains solid by ensuring system-level performance via front/back-end manufacturing while it begins to evaluate with 'customers customers' to better fulfill demand for advanced technology. Eyeing an unrivalled position amid the megatrend of AI growth we reiterate Buy and lift PO to NT$1800 (US$360 for"
X Link @wallstengine 2025-10-16T11:29Z 94.6K followers, 10.8K engagements
"UBS Raises $MU PT to $XXX from $XXX Maintains Buy Rating Analyst comments: "Our latest round of industry checks points to a very robust demand environment being met by acute and worsening DRAM supply shortages we are increasing pricing once again now see C2026E EPS power approaching $XX and raising PT from $XXX to $XXX. For DRAM we have seen an additional uptick in legacy DDR demand projections from US hyperscalers with DDR bit demand now doubling Y/Y in C2026 and even smartphone customers now asking for more DRAM supply. This is coming against little to no new DDR supply as most new DRAM"
X Link @wallstengine 2025-10-16T13:23Z 94.6K followers, 10.2K engagements
"Mizuho: At its ongoing FAM $ORCL CEO mentioned OCI AI gross margins (GM) are expected to be in 30%-40% range which is much higher than The Information Article reported few days ago which estimated GM in mid-teens % range. Non-AI OCI GM are in the 40-60% range"
X Link @wallstengine 2025-10-16T17:46Z 94.6K followers, 12.4K engagements
"Whop is quickly becoming the go-to web app for creators selling digital products. It serves hundreds of thousands of sellers has paid out over $XXX billion to creators and supports payouts in 240+ territories. Fascinating company built for the next-gen creator economy"
X Link @wallstengine 2025-10-16T18:40Z 94.6K followers, 10.9K engagements
"Insurance stocks slumped after weak Q3 results from Travelers $TRV Progressive $PGR and Marsh & McLennan $MMC triggered sector-wide growth concerns The S&P XXX Insurance Index dropped X% over two days marking its sharpest slide since April Analysts cited moderating pricing trends and slower premium growth as key headwinds with Chubb $CB and W. R. Berkley $WRB set to report next week"
X Link @wallstengine 2025-10-16T19:27Z 94.6K followers, 16.8K engagements
"Barclays Double Downgrades $ASTS to Underweight from Overweight Maintains PT at $XX Analyst comments: "In our last update we increased our price target from $XX to $XX as we took a more constructive view on pricing; we found it supportive that TMUS/Starlink launched a text-only service for $XX per month and believe that AST products which will be richer (text call broadband) could see higher price points. Since then the stock price has doubled from $XX to $XXXX per share. Positive news supporting the stock have been: X. The confirmation by AST that the launches of its next-generation"
X Link @wallstengine 2025-10-17T07:44Z 94.6K followers, 52.6K engagements
"Volvo shares fell around X% after the company reported Q3 net profit of $XXX billion above expectations of $XXX billion. The truckmaker cited difficult market conditions in North and South America that negatively impacted sales despite the earnings beat"
X Link @wallstengine 2025-10-17T08:14Z 94.6K followers, 10.9K engagements
"Defaults are ticking up in headlines but Moodys data says otherwise Default rates for both leveraged loans and high-yield bonds have eased through 2025 after peaking last year So far the recent credit cockroach stories from $ZION to $WAL still look like isolated cases not signs of a systemic credit break"
X Link @wallstengine 2025-10-17T09:36Z 94.6K followers, 26.9K engagements
"$TFC 3Q PROVISION FOR CREDIT LOSSES $436M EST. $484.9M FIFTH THIRD $FITB 3Q PROVISION FOR CREDIT LOSSES $197M EST. $239M $RF 3Q PROVISION FOR CREDIT LOSSES $105M EST. $129.1M"
X Link @wallstengine 2025-10-17T10:45Z 94.6K followers, 12.8K engagements
"AMERICAN EXPRESS $AXP: GOVERNMENT SHUTDOWN HASN'T HIT CUSTOMERS YET"
X Link @wallstengine 2025-10-17T13:16Z 94.6K followers, 10.2K engagements
"DEUTSCHE BANK $DB CEO: I SEE NO CREDIT DETERIORATION. NOT SEEING FROTH ISSUES IN LOAN BOOKS"
X Link @wallstengine 2025-10-17T17:41Z 94.6K followers, 9726 engagements
"$NVDA and $TSM just unveiled the first U.S.-made Blackwell chip wafer at TSMCs Arizona plant. Nvidia's Jensen Huang called it the start of building the worlds AI factories right here in America"
X Link @wallstengine 2025-10-17T19:59Z 94.6K followers, 58.4K engagements
"UPCOMING KEY EARNINGS WEEK OF OCT XX 2025 Mon: $AGNC Tue: $KO $LMT $GM $NOC $MMM $NFLX $TXN Wed: $CME $T $TSLA $LVS $IBM $LUV Thu: $AAL $COUR $DOW Fri: $F"
X Link @wallstengine 2025-10-17T20:09Z 94.6K followers, 20.4K engagements
"Potential Stocks for S&P XXX Inclusion Announcement Coming After the Bell (Ranked by Likelihood) AppLovin $APP Robinhood $HOOD Coinbase $COIN DoorDash $DASH HubSpot $HUBS The Trade Desk $TTD Datadog $DDOG Veeva Systems $VEEV Carvana $CVNA Zoom $ZM Pinterest $PINS Interactive Brokers $IBKR SS&C Technologies $SSNC Equinix $EQIX United Airlines $UAL"
X Link @wallstengine 2025-03-07T16:14Z 94.6K followers, 35.5K engagements
"Amazon $AMZN is partnering with Taiwans Alchip to mass-produce Trainium X on $TSMs X nm in Q1 2026 with Trainium X on X nm to follow. Astera Labs $ALAB will supply I/O chips and Synopsys $SNPS 224G SerDes IP. Source: CTEE"
X Link @wallstengine 2025-08-14T08:07Z 94.6K followers, 18.6K engagements
"Ethereum is back above $4K. Here are a few ETH-treasury companies and their holdings: $FGNX: 50770 $BMNR: 2416054 $SBET: 838728 $BTBT: 121252 $ETHZ: 102264"
X Link @wallstengine 2025-09-29T16:33Z 94.6K followers, 9314 engagements
"UPTOBER KICKING IN ALREADY While major equity indexes are flat crypto and crypto-linked stocks are moving higher. $FGNX $BMNR $COIN $HOOD $MARA $IREN"
X Link @wallstengine 2025-10-01T15:32Z 94.6K followers, 8560 engagements
"Raymond James lifted its PT on Warner Bros Discovery $WBD to $XX from $XX citing recent trends and potential M&A. Analyst Ric Prentiss said a Paramount Skydance $PSKY bid is likely with press reports suggesting a possible $2224/share offer ahead of WBDs planned split. Zaslav is said to want $40/share but Raymond James thinks PSKY is trying to move before other bidders like Amazon Apple Sony or Apollo get involved"
X Link @wallstengine 2025-10-02T08:51Z 94.6K followers, 8228 engagements
"FG Nexus $FGNX is partnering with Securitize to let shareholders tokenize common and preferred stock directly on Ethereum. It will also be the first Nasdaq-listed company to bring a dividend-paying preferred share fully onchain enabling real-time settlement and programmable ownership"
X Link @wallstengine 2025-10-02T21:27Z 94.6K followers, 8381 engagements
"Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good"
X Link @wallstengine 2025-10-03T17:25Z 94.6K followers, 483.6K engagements
"Top of the @prospero_ai small cap screener today: $CLSK $TMC $WOLF $OSCR $EOSE $UUUU $BBAI $CIFR $PPTA $ONDS"
X Link @wallstengine 2025-10-07T15:06Z 94.6K followers, 11.5K engagements
"Nasdaq $QQQ just logged its best day since August closing up +1.15%"
X Link @wallstengine 2025-10-08T20:04Z 94.6K followers, 10.5K engagements
"$GOOGL just launched Gemini Enterprise its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Googles latest Gemini models a no-code workbench customizable business agents and a secure data layer all managed under one governance system for tracking and auditing. Google says Gemini Enterprise can integrate across an entire organization to automate workflows and boost productivity with major potential in healthcare and life sciences where agents can cut regulatory review times and reduce errors. The product marks Googles full entry into the AI agent"
X Link @wallstengine 2025-10-09T12:05Z 94.6K followers, 215.1K engagements
"BILLIONAIRE $FOUR CEO ISAACMAN SAID TO TALK WITH TRUMP OVER TOP NASA JOB"
X Link @wallstengine 2025-10-09T17:07Z 94.6K followers, 18.6K engagements
"TRUMP THREATENS MASSIVE TARIFF INCREASE ON CHINESE IMPORTS IN RESPOSE TO PROPOSED EXPORT CONTROLS ON RARE EARTHS: TRUTH POST"
X Link @wallstengine 2025-10-10T14:58Z 94.6K followers, 251.2K engagements
"Crypto-related stocks under pressure today as Crypto slide following Trumps China tariff threat. $TONX $FGNX $COIN $BMNR"
X Link @wallstengine 2025-10-10T17:22Z 94.6K followers, 10.9K engagements
"The Pentagon is planning to stockpile up to $X billion worth of critical minerals amid rising tensions with China according to Financial Times. Public filings show planned purchases include $XXX million of cobalt $XXX million of antimony and $XXX million of tantalum. The materials will be stored by the Defense Logistics Agency which already holds $XXX billion in assets across depots nationwide"
X Link @wallstengine 2025-10-12T20:49Z 94.6K followers, 93K engagements
"BofA out with a semiconductor sector update this morning. Analyst Vivek Arya upgraded $AMAT and $CAMT to Buy while downgrading $INTC and $ACLS to Underperform. He also raised targets across several names $KLAC to $1300 $NVMI to $XXX $MKSI to $XXX $AEIS to $XXX and $TER to $145"
X Link @wallstengine 2025-10-13T10:11Z 94.6K followers, 20K engagements
"BofA Securities Downgrades $INTC to Underperform from Neutral Maintains PT at $XX Analyst comments: "In our view the recent $XX billion jump in INTCs market cap more than reflects its improved balance sheet and (external) foundry potential. Meanwhile INTCs competitive outlook remains challenged with no discernible AI portfolio or strategy an uncompetitive server CPU and less flexibility now than before in divesting loss-making manufacturing in our view. We fundamentally disagree with valuation methods that rely on a sum-of-parts approach applying P/E to INTC Products and P/S to INTCs"
X Link @wallstengine 2025-10-13T10:18Z 94.6K followers, 68.2K engagements
"BofA Securities Downgrades $TXN to Underperform from Neutral Lowers PT to $XXX from $XXX Analyst comments: "This downgrade report is in conjunction with our reassessment of our coverage cluster based on expected upside to our 12-month price objectives. While we continue to appreciate the high quality of TXNs assets and its execution consistency we believe the turmoil caused by global tariffs could limit any near- to medium-term demand improvement in the industrial economy. Unlike some peers (such as Infineon IFX) TXN has limited exposure to the ongoing AI capex cycle. Meanwhile TXNs 25x/31x"
X Link @wallstengine 2025-10-13T10:19Z 94.6K followers, 8793 engagements
"Beyond Meat $BYND shares are tumbling after the company announced early results for its exchange offer of X% Convertible Notes due 2027. Roughly XXXX% ($1.11B) of outstanding notes were tendered well above the XX% threshold. In return Beyond Meat will issue $208.7M of new X% Convertible Notes due 2030 and about XXX million new shares effectively rolling over $208M in debt and extinguishing over $800M. CEO Ethan Brown called the early settlement a meaningful next step toward reducing leverage and extending debt maturity. The early settlement is set for Oct. XX with a lock-up on most new shares"
X Link @wallstengine 2025-10-13T11:28Z 94.6K followers, 157.7K engagements
"Brookfield and Bloom Energy announced a $X billion partnership to build global AI infrastructure facilities with Bloom Energy $BE serving as the preferred onsite power provider for Brookfields new AI factories. The deal marks Brookfields first investment under its AI Infrastructure strategy and will use Blooms fuel cell technology to power data centers requiring massive always-on electricity capacity. The companies said a European site will be announced later this year. AI infrastructure must be built like a factory with purpose speed and scale said Bloom CEO KR Sridhar adding that todays"
X Link @wallstengine 2025-10-13T11:32Z 94.6K followers, 115.9K engagements
"Arista Networks $ANET is trading lower after Meta and Oracle said theyll use $NVDA's Spectrum-X Ethernet switches to power their AI data center networks. Meta plans to integrate Spectrum Ethernet into its Facebook Open Switching System (FBOSS) while Oracle will use the switches to build large-scale AI infrastructure"
X Link @wallstengine 2025-10-13T15:13Z 94.6K followers, 90K engagements
"$NVDA has started shipping its new DGX Spark desktop AI supercomputer capable of X petaflop of performance and 128GB of unified memory. CEO Jensen Huang personally delivered the 1st unit to Elon Musk at SpaceXs Starbase in Texas echoing his 2016 handoff of the DGX-1 to OpenAI. DGX Spark is powered by the Grace Blackwell GB10 Superchip and will be available globally starting Oct. XX through major OEMs like Acer Dell HP and Lenovo. Early testers include Google Meta Microsoft Hugging Face and others"
X Link @wallstengine 2025-10-14T08:09Z 94.6K followers, 38K engagements
"Shah Capital which holds a XXX% stake in Novavax $NVAX and is its second-largest shareholder is urging the companys board to pursue a sale Reuters reports. The fund cited three consecutive years of poor rollout for Novavaxs COVID-19 vaccine as the reason for pushing strategic alternatives"
X Link @wallstengine 2025-10-14T10:15Z 94.6K followers, 12.3K engagements
"Cantor Fitzgerald Raises $IREN PT to $XXX from $XX - OW Analyst comments: "We are raising our price target to $XXX as we adjust our AI Cloud Services revenue estimates for IREN. Over the past several months IREN has heavily leaned into its AI Cloud Services segment a business we believe will ultimately closely resemble that of CoreWeave (CRWV Overweight). While shares have performed well amid expectations that IREN will focus entirely on its GPU cloud we continue to believe there is more room to run. To illustrate this we outline a scenario in which IREN uses all of its energized capacity for"
X Link @wallstengine 2025-10-14T10:52Z 94.6K followers, 99.9K engagements
"Cloudflare $NET partnered with Visa Mastercard and Amex to develop authentication for AI shopping agents using its Web Bot Auth protocol. The system secures agent-based transactions and prevents bot fraud. Other partners include Microsoft Shopify Circle and Coinbase"
X Link @wallstengine 2025-10-14T11:09Z 94.6K followers, 16.7K engagements
"Broadcom $AVGO is launching Thor Ultra a new networking chip that doubles the bandwidth of its predecessor to scale up AI data-center networks. The chip will compete directly with $NVDA's networking interfaces as Broadcom targets a $6090 billion AI market by 2027. Thor Ultra will be key to connecting hundreds of thousands of AI chips in large-scale systems"
X Link @wallstengine 2025-10-14T11:12Z 94.6K followers, 30.5K engagements
"$GS Goldman Sachs Q3'25 Earnings Highlights 🔹 Revenue: $15.18B (Est. $14.13B) 🟢; UP +20% YoY 🔹 EPS: $XXXXX (Est. $11.02-$11.11) 🟢; UP +46% YoY 🔹 NII: $3.85B (Est. $2.87B) 🟢; UP +64% YoY Q3 Operating Metrics: 🔹 Operating Expenses: $9.45B; UP +14% YoY 🔹 Compensation & Benefits: $4.68B; UP +14% YoY FLAT QoQ 🔹 Provision for Credit Losses: $339M (Est. $369M) 🟢; DOWN -XX% YoY 🔹 Book Value per Share: $353.79; UP +6% YoY UP +1.2% QoQ 🔹 Efficiency Ratio: 62.3%; DOWN -XXX ppts YoY 🔹 YTD Efficiency Ratio: XXXX% 🔹 YTD Effective Tax Rate: XXXX% 🔹 Average Daily VaR: $91M; DOWN from $98M QoQ"
X Link @wallstengine 2025-10-14T11:33Z 94.6K followers, 16.7K engagements
"Citi raised its price target on First Solar $FSLR to a Street-high $XXX from $XXX maintaining a Buy rating. Analyst Vikram Bagri expects 3Q EPS to beat guidance on stronger pricing and mix noting robust U.S. bookings data centerdriven demand and Section XXX tariff clarity could lift shares. Citi also cited strong cash flow and low beta though noted uncertainty from a potential XX% India tariff"
X Link @wallstengine 2025-10-14T11:49Z 94.6K followers, 10.3K engagements
"Citi analyst Alicia Yap raises $GRAB price target to $X from $XXXX maintaining a Buy rating. Opens 30-day upside catalyst watch"
X Link @wallstengine 2025-10-14T19:54Z 94.6K followers, 49.2K engagements
"$SYF BOOSTS BUYBACK TOPS EARNINGS ESTIMATES Synchrony Financial posted Q3 EPS of $XXXX beating estimates by $XXXX on $3.82B in revenue (vs $3.8B est). The board approved a $1B increase to its share repurchase authorization through June 2026 bringing the total available to $2.1B"
X Link @wallstengine 2025-10-15T10:04Z 94.6K followers, 15.5K engagements
"BofA Raises $FSLR PT to $XXX from $XXX - Buy Analyst comments: "In our view First Solars U.S. finishing buildout marks the transition from policy-driven upside to execution-led growth. FEOC AD/CVD and Section XXX continue to restrict China-linked imports while the pending poly XXX investigation could create a unified enforcement regime and extend U.S. pricing power. We raise our PO to $XXX (was $209) as we incorporate 3.5GW of incremental U.S. finishing capacity by 4Q26 (27/28 EBITDA up 10%) and update our valuation approach by applying a 4x (vs 0x prior) EV/EBITDA premium to Chinese peers"
X Link @wallstengine 2025-10-15T10:09Z 94.6K followers, 10.7K engagements
"BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $XX billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double Aligneds XX data center campuses across the U.S. and Latin America. The acquisition is the first under their new $XXX billion AI Infrastructure Partnership which combines tech expertise and investment to build data centers for OpenAI Google and Meta. Larry Fink told FT the venture will lease data centers to tech firms keeping them"
X Link @wallstengine 2025-10-15T11:37Z 94.6K followers, 273.5K engagements
"$AAPL UNVEILS M5 CHIP WITH MACBOOK PRO IPAD PRO & VISION PRO Apple introduced its M5 chip bringing up to 3.5x faster AI performance and 1.6x faster graphics than M4. MacBook Pro M5 14-inch starts at $1599 (U.S.) available in space black and silver. iPad Pro M5 11-inch $XXX WiFi $1199 WiFi + Cellular 13-inch $1299 WiFi $1499 WiFi + Cellular Apple Vision Pro M5 Starts at $3499 with 256GB 512GB or 1TB"
X Link @wallstengine 2025-10-15T13:09Z 94.6K followers, 61K engagements
"$ARM and $META announced a multi-year partnership to optimize AI software and infrastructure for power efficiency across devices and data centers. Metas AI ranking and recommendation systems for Facebook and Instagram will run on Arms Neoverse platforms which offer better performance-per-watt than x86 systems. Metas Santosh Janardhan said the deal helps efficiently scale innovation to the 3B+ people using Metas apps while Arm CEO Rene Haas said AIs next era will be defined by delivering efficiency at scale. Optimizations for PyTorch ExecuTorch and vLLM will be open-sourced to improve AI"
X Link @wallstengine 2025-10-15T16:12Z 94.6K followers, 32.3K engagements
"Jefferies $JEF is facing fresh scrutiny after WSJ revealed new details on its involvement with the now-collapsed First Brands Group. Documents show Jefferies summer refinancing pitch listed $5.9B of debt though bankruptcy filings later put total liabilities above $11.6B. The presentation reportedly downplayed risks tied to factoring deals which later proved central to the companys $2B accounting gap. Jefferies said it was unaware of any fraud at First Brands and that its financial exposure is immaterial but shares are still down roughly XX% since late September erasing $2.5B in market value."
X Link @wallstengine 2025-10-15T21:56Z 94.6K followers, 78.9K engagements
"Today's Key Events (All EST) 10/16/2025 08:30: US Philly Fed Business Index 09:00: Fed's Waller 09:00: Fed's Miran 09:00: Fed's Barr 10:00: Fed's Bowman Before Open 👇 02:00: Taiwan Semiconductor $TSM 05:45: M&T Bank $MTB 06:00: Commerce Bancshares $CBSH 06:30: KeyCorp $KEY 06:30: Marsh & McLennan $MMC 06:30: Snap-On $SNA 06:30: Insteel Industries $IIIN 06:35: BNY Mellon $BK 06:45: Commercial Metals $CMC 06:45: U.S. Bancorp $USB 06:55: Travelers $TRV 07:30: Charles Schwab $SCHW 07:30: ManpowerGroup $MAN 08:05: Infosys $INFY 09:15: Wipro $WIT Before Open: ABB Ltd. $ABBNY After Hours 👇 16:00:"
X Link @wallstengine 2025-10-16T07:12Z 94.6K followers, 14.2K engagements
"Raymond James Reiterates Strong Buy Rating on $CRM PT $XXX Analyst comments: "Were reiterating our Strong Buy rating on Salesforce after attending the companys annual Dreamforce conference in San Francisco which featured the companys first formal analyst day in several years. The investor presentation provided powerful ammo against key bear debates both in terms of thematic dynamics (AI) and quantification of growth metrics (new long-term targets). The companys confidence in the NNAOV acceleration that should drive accelerating revenue growth in coming years was quite clear as was the $60B"
X Link @wallstengine 2025-10-16T07:17Z 94.6K followers, 27.5K engagements
"Nikkei Asia reports Microsoft $MSFT and $AMZN's AWS are fast-tracking plans to move their tech manufacturing out of China. Microsoft aims for XX% of Surface laptops and data center servers to be produced outside China by 2026. AWS is cutting reliance on Chinese suppliers for AI server components while Google expands production in Thailand"
X Link @wallstengine 2025-10-16T08:14Z 94.6K followers, 30.1K engagements
"B. Riley Initiates Coverage on $FGNX with Buy Rating PT $X Analyst comments: "We are initiating coverage of FGNX with a Buy rating and an $X PT. FGNX is a DATCO with a target of securing a XX% stake in the ETH network. FGNX pairs its ETH treasury with two legacy businesses: merchant banking and cinema/venue technical services. We believe institutional partnerships management experience and yield strategies support accretive ETH accumulation. The anticipated higher NAV premium should enable accretive capital raises that improve the concentration ratio in the near term. We forecast the premium"
X Link @wallstengine 2025-10-16T09:40Z 94.6K followers, 12.6K engagements
"TRUMP TO SPEAK FROM THE OVAL OFFICE AT 3PM ET"
X Link @wallstengine 2025-10-16T09:46Z 94.6K followers, 67.2K engagements
"Snowflake $SNOW and Palantir $PLTR announced a major AI and data integration partnership linking Snowflakes AI Data Cloud with Palantir Foundry and AIP to help enterprises build AI applications faster and manage data more efficiently. The integration enables zero-copy interoperability between Snowflakes Iceberg Tables and Palantirs platformsremoving data duplication and improving governance. Flagship customer Eaton is already using the system to unify its global data deploy AI agents for supply chain and customer analytics and accelerate digital twin initiatives. Both companies said the"
X Link @wallstengine 2025-10-16T11:11Z 94.6K followers, 42.8K engagements
"$CMC Commercial Metals Q425 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.35) 🟢 🔹 Revenue: $2.10B (Est. $2.09B) 🟢 $USB U.S. Bancorp Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.12) 🟢 🔹 Revenue: $7.33B (Est. $7.16B) 🟢"
X Link @wallstengine 2025-10-16T11:13Z 94.6K followers, 7626 engagements
"$SCHW Charles Schwab Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $1.24) 🟢; UP +70% YoY 🔹 Revenue: $6.14B (Est. $6.02B) 🟢; UP +27% YoY 🔹 Net Interest Revenue: $3.05B (Est. $2.96B) 🟢 🔹 Daily Avg. Trades: 7.42M (Est. 7.25M) 🟢; UP +30% YoY 🔹 Bank Deposits: $239.1B (Est. $232.2B) 🟢 🔹 Net Income (Adj.): $2.46B; UP +61% YoY 🔹 Core Net New Assets: $137.5B; UP +44% YoY 🔹 Total Client Assets: $11.59T; UP +17% YoY 🔹 Pre-Tax Margin: XXXX% (Adj.); UP +10 pts YoY 🔹 ROE: 21%; ROTCE: XX% Capital Return 🔹 Share Repurchases: $2.7B (28.9M shares) 🔹 YTD Capital Returned: $8.5B CEO"
X Link @wallstengine 2025-10-16T11:33Z 94.6K followers, 13.6K engagements
"DoorDash $DASH and $GOOGL Waymo are partnering to test autonomous deliveries in Metro Phoenix with plans to expand later this year. The pilot uses Waymos driverless vehicles to deliver orders from DashMart DoorDashs convenience and grocery stores. As part of the rollout DashPass members in Los Angeles San Francisco and Phoenix will get a $XX monthly credit for Waymo rides through the end of 2025"
X Link @wallstengine 2025-10-16T13:07Z 94.6K followers, 16.8K engagements
"American Battery Technology $ABAT released a pre-feasibility study for its Tonopah Flats Lithium Project in Nevada projecting 30000 tonnes of lithium hydroxide monohydrate annually over a 45-year mine life. The study values the project at $2.57B NPV (8%) with a XXXX% IRR and 7.5-year payback on $2B initial capex and $4307/tonne processing cost. Resources rose XX% to 15.8M tonnes with 2.73M tonnes of proven and probable reserves. The project has $900M EXIM Bank financing approval FAST-41 federal permitting and will use proprietary claystone extraction tech without acid leaching"
X Link @wallstengine 2025-10-16T13:39Z 94.6K followers, 16.8K engagements
"OpenAI just hired prize-winning black hole physicist Alex Lupsasca as the first member of its new OpenAI for Science team per Axios. Lupsasca is a Vanderbilt professor known for his work on black hole photon rings and now he will help shape how GPT-5 tackles advanced math and physics problems and guide OpenAIs push into scientific discovery. VP of Science Kevin Weil said GPT-5 can already perform limited novel scientific research calling it the worst AI model youll ever use again"
X Link @wallstengine 2025-10-16T14:05Z 94.6K followers, 29.2K engagements
"In case youre wondering why regionals $KRE are falling today: $ZION and $WAL both disclosed losses tied to suspected loan fraud. Zions took a $50M charge-off at its California Bank & Trust unit while Western Alliance said a borrower failed to post collateral but kept its 2025 outlook unchanged"
X Link @wallstengine 2025-10-16T15:45Z 94.6K followers, 21.5K engagements
"President Trump will announce a proposal from the White House this afternoon to expand access to in vitro fertilization (IVF) according to The New York Times. The plan introduces a new employer benefit option encouraging companies to offer IVF and infertility coverage similar to vision or dental insurance. However it doesnt mandate participation or include federal subsidies meaning adoption will depend on employer interest. The proposal follows months of internal debate within the administration over IVFs ethical and policy implications. Only about XX% of large U.S. employers currently cover"
X Link @wallstengine 2025-10-16T17:01Z 94.6K followers, 77.5K engagements
"ORACLE $ORCL: DISTRIBUTED CLOUD OFFERING GROWING XX% YOY WITH AN AVERAGE DEAL SIZE OF $67M"
X Link @wallstengine 2025-10-16T17:06Z 94.6K followers, 61.4K engagements
"Ray-Ban maker EssilorLuxottica posted Q3 revenue of 6.87B up XXXX% at constant FX led by EMEA and North America. Growth was fueled by Ray-Ban $META and Oakley launches and FDA-cleared Stellest lenses. The company reaffirmed 2026 targets of 2728B revenue & 1920% margins"
X Link @wallstengine 2025-10-16T17:56Z 94.6K followers, 11.1K engagements
"Kremlin says Putin and Trump discussed possible Tomahawk missile deliveries to Ukraine. Putin reportedly told Trump the missiles would not change the battlefield situation but could damage U.S.Russia ties and the peace process"
X Link @wallstengine 2025-10-16T18:12Z 94.6K followers, 11K engagements
"Cybersecurity company F5 $FFIV shares plunged over XX% marking their steepest drop since 2022 after revealing a breach by a state-backed Chinese hacking group that infiltrated its BIG-IP product development systems. The hackers reportedly accessed source code and vulnerability data using Brickstorm malware linked to China-nexus group UNC5221 which remained undetected for roughly a year. The Cybersecurity and Infrastructure Security Agency (CISA) issued an emergency directive urging all agencies to patch F5 software immediately. The U.K. National Cyber Security Centre also released guidance"
X Link @wallstengine 2025-10-16T18:22Z 94.6K followers, 11.7K engagements
"BUCKLE UP EXTREME FEAR HAS RETURNED TO THE MARKET FOR THE FIRST TIME SINCE APRIL XX 2025"
X Link @wallstengine 2025-10-16T18:27Z 94.6K followers, 212.1K engagements
"Apple $AAPL is reportedly preparing its first touch-screen MacBook Pros slated for release in late 2026 or early 2027 featuring thinner frames and new M6 chips. The models codenamed K114 and K116 will debut OLED displays for the first time in a Mac alongside a hole-punch camera replacing the notch. Apple has also reinforced the hinge to stabilize the screen during touch use. The laptops will retain a full keyboard and trackpad for traditional users. Pricing is expected to start above $1999 for the 14-inch model. Other new Macs including M5-powered MacBook Airs and Mac Studio updates are also"
X Link @wallstengine 2025-10-16T18:53Z 94.6K followers, 28.4K engagements
"Major U.S. banks including JPMorgan Bank of America Goldman Sachs and Citigroup are reportedly in talks with the U.S. Treasury to arrange loans for Argentina according to Semafor"
X Link @wallstengine 2025-10-16T20:45Z 94.6K followers, 14.3K engagements
"Goldman Sachs baseline scenario assumes a XX% productivity uplift from gen AI a gradual adoption curve through 2045 & a XX% capital share of output in AI-exposed sectors Even on Whop search data shows how fast AI has monetized over $1.1M in processed sales in the past 90days"
X Link @wallstengine 2025-10-16T22:00Z 94.6K followers, 22.5K engagements
"$META is set to close a nearly $30B financing deal with Blue $OWL Capital for its Louisiana data center the largest private capital deal on record for such a project. Morgan Stanley arranged over $27B in debt under an SPV structure; Meta will develop and operate the site slated for completion in 2029"
X Link @wallstengine 2025-10-17T00:13Z 94.6K followers, 50.9K engagements
"Today's Key Events (All EST) 10/17/2025 08:30: US Housing Starts 08:30: US Building Permits 12:15: Fed's Musalem 16:00: US Overall Net Capital Flows 16:00: US TIC Long-Term Transactions 17:00: Monthly OPEX Before Open 👇 01:40: AB Volvo $VLVLY 06:00: Truist Financial $TFC 06:00: Regions Financial $RF 06:30: Fifth Third Bancorp $FITB 06:30: Autoliv $ALV 06:35: Comerica $CMA 06:50: SLB $SLB 07:00: American Express $AXP 07:00: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Webster Financial $WBS 07:35: State Street $STT After Hours 👇 No earnings events reported after hours"
X Link @wallstengine 2025-10-17T07:25Z 94.6K followers, 11.2K engagements
"UBS Upgrades $DE to Buy from Neutral Lowers PT to $XXX from $XXX Analyst comments: "We upgrade Deere to Buy from Neutral as we expect '26 to be the last year of DE's earnings downturn before a recovery in '27. We believe Ag fundamentals and sentiment are near the bottom and while it may be a bit early for the stock today based on elevated expectations for '26 (we're XX% below cons EPS) we think a positive inflection in the cycle and DE earnings should begin to be priced in over the next year. In the interim we see limited downside with the stock pricing in $XX of trough EPS (UBSe $XXXXX in"
X Link @wallstengine 2025-10-17T07:45Z 94.6K followers, 9779 engagements
"Micron $MU plans to stop supplying server chips to data centers in China after failing to recover from Beijings 2023 ban on its products in critical infrastructure"
X Link @wallstengine 2025-10-17T07:55Z 94.6K followers, 35.1K engagements
"Starbucks $SBUX is evaluating bids from five parties for its China business valuing the deal at over $10B including royalties and a retained stake. - WSJ"
X Link @wallstengine 2025-10-17T08:01Z 94.6K followers, 12.4K engagements
"Stellantis $STLA is partnering with Chinas $PONY AI to test autonomous electric vans in Luxembourg marking Ponys first collaboration with a major Western automaker. The trials will use the Peugeot e-Traveller equipped with Level X self-driving systems allowing hands-off operation in most scenarios. The partnership could expand into passenger robotaxi services later"
X Link @wallstengine 2025-10-17T08:18Z 94.6K followers, 12.5K engagements
"Mizuho notes that Oracle $ORCL now guides for FY2030 revenue of $225B and EPS of $XX both well above consensus. OCI revenue was raised again this month and the company added $65B in remaining performance obligations tied to four major customers (not OpenAI). Mizuho believes this reflects managements growing confidence in converting AI demand into sustainable revenue growth supported by OCIs scale and accelerating AI workload momentum. Management also indicated that AI gross margins are much stronger than expected which should help ease investor concerns"
X Link @wallstengine 2025-10-17T09:40Z 94.6K followers, 13.2K engagements
"$GOLD WITH A XX% YTD GAIN IS ON TRACK FOR ITS BEST YEAR SINCE 1979"
X Link @wallstengine 2025-10-17T09:56Z 94.6K followers, 13.3K engagements
"BofA Securities Raises $AMD PT to $XXX from $XXX - Buy Rating Analyst comments: "Overall we now see greater visibility into the deployment and ramp outlook of MI450 Series Helios racks launching in 2H26 supported by key industry customers such as Oracle Meta and OpenAI (more details on pg. 3). As a result we now assume XX% OpenAI deal (6 GW deployment over X years) fall-through in our base model raise sales/EPS ests and highlight upside toward $1011 EPS power by CY27E at XXX% fall-through. Our new $XXX PO is based on unch. 33x CY27E PE still within 14x55x historical range. Next major catalyst"
X Link @wallstengine 2025-10-17T10:01Z 94.6K followers, 19K engagements
"$CMA Comerica Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.31) 🟢 🔹 Net Income: $176M 🔹 Net Interest Income: $574M (Est. $569.3M) 🟢 🔹 Net Interest Margin: XXXX% (Est. 3.15%) 🔴 🔹 Average Deposits: $62.74B (Est. $62.19B) 🟢 🔹 Average Loans: $50.76B (Est. $50.74B) 🟢 🔹 Efficiency Ratio: XXXX% (Est. 70.7%) 🟢 🔹 Return on Equity: XXXX% (Est. 9.9%) 🟢 🔹 Noninterest Income: $264M (Est. $274.8M) 🔴 🔹 Provision for Credit Losses: $22M (Est. $27.7M) 🟢 🔹 Net Charge-Offs: $32M (Est. $28.6M) 🟡 🔹 CET1 Ratio: 11.9%; Strong capital position Credit Quality 🔹 Net charge-offs at XXXX% of avg"
X Link @wallstengine 2025-10-17T10:24Z 94.6K followers, 8799 engagements
"$TFC Truist Financial Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.99) 🟢 🔹 Revenue: $5.24B; Flat QoQ 🔹 Net Interest Margin: XXXX% (Est. 3.04%) 🟡 🔹 Provision for Credit Losses: $436M (Est. $484.9M) 🟢 🔹 Avg. Deposits: $396.6B (Est. $400.1B) 🔴 🔹 CET1 Ratio: XXXX% (Est. 11.0%) 🟡 Credit & Capital 🔹 Net charge-offs and provisions improved sequentially 🔹 CET1 steady at XX% reflecting strong capital generation 🔹 Credit costs trending below expectations amid stable asset quality Management Commentary 🔸 Solid core performance despite NIM pressure from deposit costs. 🔸 Strong"
X Link @wallstengine 2025-10-17T10:37Z 94.6K followers, 8757 engagements
"$FITB Fifth Third Bancorp Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $0.86) 🟢 🔹 Net Interest Margin: 3.13%; UP +1 bp QoQ; UP +23 bps YoY 🔹 Net Interest Income: $1.52B; UP +2% QoQ; UP +7% YoY 🔹 Noninterest Income: $781M; UP +4% QoQ; UP +10% YoY 🔹 Efficiency Ratio: 54.9%; IMPROVED XXX bps YoY 🔹 Avg. Loans: $123.3B; UP +6% YoY 🔹 Avg. Deposits: $164.8B; DOWN -X% YoY (Demand deposits +3% YoY) 🔹 CET1: XXXXX% Credit Quality (market focus) 🔹 Net Charge-Offs: $339M; NCO ratio XXXX% 🔹 Ex-1 item: NCOs $161M; XXXX% (excludes $178M impairment of an asset-backed finance commercial credit) 🔹"
X Link @wallstengine 2025-10-17T10:44Z 94.6K followers, 9827 engagements
"TRANSUNION TAKES ON $FICO: Starting 2026 $TRU will offer VantageScore XXX for mortgages at $X per score vs FICOs $XX. Reports add XX months of trended data plus rent and utility history which TRU says could score 33M consumers. VantageScore is free with FICO buys through 2026"
X Link @wallstengine 2025-10-17T11:16Z 94.6K followers, 9840 engagements
"$RANI Therapeutics signed a $1.085B collaboration with Chugai part of Roche Group to co-develop oral biologics using its RaniPill technology. The deal includes $10M upfront milestone payments and royalties. Rani also raised $60.3M in private financing extending its cash runway through 2028"
X Link @wallstengine 2025-10-17T11:34Z 94.6K followers, 8892 engagements
"$ALLY Financial Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $1.00) 🟢 🔹 Revenue: $2.17B (Est. $2.12B) 🟢 🔹 Net Financing Revenue: $1.69B; flat QoQ 🔹 Net Interest Margin (NIM): XXXX% 🔹 Provision for Credit Losses: $403M (vs. $411M in Q225) 🔹 Retail Auto Originations: $10.7B (vs. $11.3B prior); yield XXXX% 🔹 Average Retail Auto Portfolio Yield: 9.9%; +54 bps YoY 🔹 CET1 Ratio: XXXX% 🔹 Deposits: $163.2B; up X% QoQ Credit Quality 🔹 Net Charge-Offs: $427M; NCO ratio XXXX% (up from XXXX% in Q225) 🔹 90+ Day Delinquencies: XXXX% of total loans (up X bps QoQ) 🔹 Allowance for Loan Losses:"
X Link @wallstengine 2025-10-17T11:36Z 94.6K followers, 11.3K engagements
"SEALSQ $LAES unveiled QASIC a quantum-resistant chip developed via its new French unit ICAlps. The project targets post-quantum cryptography hardware for defense AI IoT and critical infrastructure with the first prototype due in 2026. The firm said ICAlps integration accelerates its roadmap toward secure next-gen semiconductor systems"
X Link @wallstengine 2025-10-17T12:15Z 94.6K followers, 12.4K engagements
"Truist Securities: "We dont want to jinx it. but is biotech back 3Q Earnings Preview "Herein we review performance of our covered biotech companies over the course of 3Q and preview our expectations for earnings for our commercial stage companies ( $ARGX $ALNY $BBIO $BIIB $HRMY $NBIX). We also fine-tuned models ahead of the print for $ALNY and $BBIO to reflect latest Rx sales data and management commentary. After significantly increasing our 3Q Amvuttra sales projections for ALNY our PT increased to $XXX (was $459). We make no other changes to ratings or price targets. Biotech is. back The"
X Link @wallstengine 2025-10-17T12:50Z 94.6K followers, 10.1K engagements
"US AUTO DELINQUENCIES HIT 15-YEAR HIGH Car loans have turned from one of the safest credit products into one of the riskiest auto delinquencies are now XX% higher than XX years ago. Since 2019 new car prices have risen more than XX% and now top $50000 on average. The average monthly payment on a new car was $XXX in the third quarter and one in five borrowers pay more than $1000 a month. Interest rates on new car loans now top X% exacerbating an automotive affordability crisis. Thats a double whammy. Youve been hit by the increased cost of the car and then the financing cost of the car. Even"
X Link @wallstengine 2025-10-17T13:54Z 94.6K followers, 20.1K engagements
"$TSLA Fridays never miss. According to @edgeful data when Teslas first 15-minute candle opens green it closes green about XX% of the time and todays one of those days. Tesla shares holding strong in the green again"
X Link @wallstengine 2025-10-17T15:05Z 94.6K followers, 13.1K engagements
"Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team led by John Greenwood will arrange loans and investor deals to capitalize on the surge in AI-related financing demand"
X Link @wallstengine 2025-10-17T15:32Z 94.6K followers, 133.7K engagements
"TRUMP: COULD MOVE CHINA NOV. X DEADLINE UP IF I WANTED"
X Link @wallstengine 2025-10-17T17:57Z 94.6K followers, 25.4K engagements
"CNBCs Jim Cramer said that companies will likely post better-than-expected earnings next week. The bears will hold their nose hide their eyes and disengage their brains once again as next week progresses because it should be another good one for earnings Cramer said"
X Link @wallstengine 2025-10-18T00:32Z 94.6K followers, 43K engagements
"JPMorgan says $NVDA CEO Jensen Huangs projection of AI CapEx growing from $600B today to $34T by 2030 is financially feasible though ambitious. The bank expects the tech sector to fund it through operating cash flow private equity and venture capital inflows and new debt issuance. Even with a projected $1.6T annual funding gap private markets could contribute around $500B per year by 2030 leaving the rest to be covered by leverage expansion. JPMorgan estimates roughly XX% of new debt ($430B) would come from bank loans and XX% ($640B) from bond issuance. Even with this increase the tech"
X Link @wallstengine 2025-10-18T04:29Z 94.6K followers, 146.7K engagements
"$FFIV F5 Networks Q2'25 Earnings Highlights 🔹 EPS: $XXXX (Est. $3.10) 🟢 🔹 Revenue: $731M (Est. $718.2M) 🟢 Guidance 🔹 Q3 EPS: $3.41$3.53 (Est. $3.56) 🔴 🔹 Q3 Revenue: $740M$760M (Est. $740M) 🟡 🔹 FY25 Revenue Growth: 6.5%7.5% (raised from 6%7%) 🔹 FY25 Non-GAAP EPS Growth: 8%10% (raised from 6.5%8.5%)"
X Link @wallstengine 2025-04-28T20:08Z 94.5K followers, 8442 engagements
"$DDOG Datadog Q1'25 Earnings Highlights 🔹 Revenue: $762M (Est. $739M) 🟢; +25% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.43) 🟢 🔹 Free Cash Flow: $244M; +28% 🔹 $100K+ ARR Customers: 3770 (vs. 3340 YoY) +13% FY25 (Raised): 🔹 Revenue: $3.215B$3.235B (Est. $3.19B) 🟢 🔹 EPS (Non-GAAP): $1.67$1.71 (Prior: $1.65$1.70 Est. $1.69) 🟡 Q2 Guidance: 🔹 Revenue: $787M$791M (Est. $768M) 🟢 🔹 EPS (Non-GAAP): $0.40$0.42 (Est. $0.40) 🟢 Other Key Q1 Metrics: 🔹 Operating Cash Flow: $272M 🔹 Non-GAAP Operating Margin: XX% 🔹 NG Gross Margin: XX% (vs. XX% YoY) 🔹 FCF Margin: XX% (vs. XX% YoY) Commentary &"
X Link @wallstengine 2025-05-06T11:12Z 94.2K followers, 15.3K engagements
"Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block"
X Link @wallstengine 2025-06-12T20:15Z 94.2K followers, 11.8K engagements
"$ISRG Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $XXXX (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: XXXX% to XX% 🔸 Gross Margin: 66%67%; includes X% tariff impact 🔸 OpEx Growth: 10%14% Q2 Segment: 🔹 Instruments & Accessories Revenue: $1.47B; UP +18% YoY 🔹 Systems Revenue: $575M; UP +28% YoY 🔹 XXX da Vinci Surgical Systems Placed (vs. XXX YoY); includes XXX da Vinci X systems (vs. XX YoY) 🔹 Installed Base: 10488 systems; UP +14% YoY 🔹 Worldwide da Vinci Procedures: UP +17% YoY"
X Link @wallstengine 2025-07-22T20:07Z 94.4K followers, 15.3K engagements
"$MBLY MISSES Q2 BUT RAISES 2025 OUTLOOK ON AUTONOMOUS CHIP DEMAND REUTERS Mobileye posted Q2 EPS of $XXXX on $506M in revenue missing Street views of $XXXX and $629M. Still shares jumped X% premarket after the company raised its full-year revenue forecast to $1.77B$1.89B on stronger demand for autonomous driving chips. CEO Amnon Shashua says better supply-demand alignment since April supports the updated view though the company remains cautious given the macro backdrop"
X Link @wallstengine 2025-07-24T11:42Z 94.2K followers, 9166 engagements
"$MRK Merck & Co. Q2'25 Earnings Highlights 🔹 Revenue: $15.81B (Est. $15.87B) 🔴; -X% YoY 🔹 Adj. EPS: $XXXX (Est. $2.03) 🟢; -X% YoY 🔹 Non-GAAP Gross Margin: XXXX% (+130 bps YoY) FY25 Guidance (Updated) 🔹 Revenue: $64.3B$65.3B (Est. $64.9B) 🟡 🔹 Adj. EPS: $8.87$8.97 (Est. $8.87) 🟡 🔹 Expects to spend $200m on tariffs for the yr 🔹 Non-GAAP Effective Tax Rate: 15.0%16.0% 🔹 Multiyear Optimization Plan: $3B annual savings by 2027 (fully reinvested) 🔹 Job Cuts: Ongoing restructuring includes R&D SG&A and real estate optimization Segment & Product Highlights 🔹 KEYTRUDA: $8.0B; UP +9% YoY"
X Link @wallstengine 2025-07-29T10:35Z 94.2K followers, 8140 engagements
"$GDDY GoDaddy Q225 Earnings Highlights 🔹 Revenue: $1.20B (Est. $1.21B) 🔴; UP +6.7% YoY 🔹 EPS: $XXXX (Est. $1.38) 🟢; UP from $XXXX YoY 🔹 Normalized EBITDA: $381.7M (Est. $373.8M) 🟢; UP +15% YoY Q325 Guidance 🔹 Revenue: $1.22B$1.24B (Est. $1.23B) 🟡 FY25 Guidance (Narrowed) 🔹 Revenue: $4.89B$4.94B (Prior: $4.86B$4.94B; Est. $4.91B) 🟡 🔹 Free Cash Flow Target: Raised to $1.6B (vs. $1.4B in FY24) Strategic Update & Commentary 🔸 Will discontinue operations as registry provider for the .CO TLD 🔸 Will continue to distribute .CO as an accredited registrar 🔸 Expects XX bps headwind to"
X Link @wallstengine 2025-08-07T20:14Z 94.1K followers, 8270 engagements
"$EAT Brinker International Q4'25 Earnings Highlights 🔹 Revenue: $1.44B (Est. $1.44B) 🟡; +21.0% YoY 🔹 EPS: $XXXX (Est. $2.44) 🟢 🔹 Comp. Sales: +21.3% overall; Chilis +23.7% Maggianos -XXX% FY26 Guide: 🔹 EPS: $9.90$10.50 (Est. $8.87) 🟢 🔹 Revenue: $5.6B$5.7B (Est. $5.36B) 🟢 🔹 Capex: $270M$290M Other Metrics: 🔹 Restaurant Operating Margin: XXXX% vs. XXXX% YoY 🔹 Operating Income Margin: XXX% vs. XXX% YoY 🔹 Adjusted EBITDA: $212.4M vs. $141.8M YoY 🔹 Net Income: $107M vs. $57.3M YoY 🔹 Additional $400M added to share repurchase program (total $507M) 🔹 Chilis traffic +16% sales +24%"
X Link @wallstengine 2025-08-13T11:48Z 94.2K followers, 9247 engagements
"$AAP Advance Auto Parts Q225 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $0.53) 🟢; +11% YoY 🔹 Revenue: $2.0B (Est. $1.97B) 🟢; -X% YoY 🔹 Comparable Store Sales: +0.1% YoY 🔹 Returned to profitability after prior losses FY25 Guide: 🔹 Adj EPS: $1.20$2.20 (Est. $1.85) 😐 🔹 Revenue: $8.52B$8.60B (Est. $8.52B) 😐 🔹 Comparable Store Sales: +0.5% to +1.5% 🔹 Capex: $300M 🔹 Free Cash Flow: $(85)M to $(25)M Other Metrics: 🔹 Operating Income: $22M (Adj. $61M; XXX% margin) 🔹 Gross Margin: XXXX% (Adj. 43.8%) vs. XXXX% YoY 🔹 SG&A: XXXX% of sales (Adj. 40.7%) vs. XXXX% YoY 🔹 Net Cash Used in"
X Link @wallstengine 2025-08-14T10:53Z 94.5K followers, 8518 engagements
"Today's Key Events (All EST) 08/19/2025 08:30: US Housing Starts 08:55: US Redbook YoY 10:00: Fed's Bowman 14:10: Fed's Bowman Before Open 👇 05:30: $XPEV 06:00: Home Depot $HD 06:00: Amer Sports $AS 06:30: Premier $PINC 06:45: Medtronic $MDT 07:00: Viking $VIK 07:00: Opera $OPRA After Hours 👇 16:05: Keysight Technologies $KEYS 16:10: Jack Henry & Associates $JKHY 16:15: La-Z-Boy $LZB 16:15: Auna $AUNA 16:30: Toll Brothers $TOL 17:35: James Hardie Industries $JHX 18:00: $ZTO Express 20:15: $SQM"
X Link @wallstengine 2025-08-19T06:50Z 94.2K followers, 7612 engagements
"Charlotte Business Journal reports Truist Financial $TFC has settled a lawsuit that accused the bank of secretly tracking visitors on its website in violation of California privacy laws. Terms of the settlement were not disclosed and the case is expected to be dismissed within two months"
X Link @wallstengine 2025-08-19T10:28Z 94.1K followers, 7156 engagements
"Lucid Group $LCID will execute a 1-for-10 reverse stock split effective Aug. XX 2025 with trading on a split-adjusted basis starting Sept. 2"
X Link @wallstengine 2025-08-21T20:11Z 94.2K followers, 13K engagements
"Tokyo Gas is in talks with Venture Global $VG for a 20-year deal to buy 1M tonnes of LNG annually from the CP2 export facility. Supply would come from phase X of the plant expected online in late 2028"
X Link @wallstengine 2025-08-25T13:48Z 94.4K followers, 8093 engagements
"$S SentinelOne Q2 Earnings Highlights: 🔹 Revenue: $242.18M (Est. $242.16M) 🟡; +22% YoY 🔹 EPS: $XXXX (Est. $0.03) 🟢; UP +$0.01 YoY 🔹 ARR: $1.0B; UP +24% YoY Q3 Guidance: 🔹 Revenue: $256M (Est. $255.4M) 🟢 🔹 Non-GAAP Gross Margin: XXXX% 🔹 Non-GAAP Operating Margin: X% FY26 Guidance: 🔹 Revenue: $998-$1002M (Est. $998.6M) 🟡; Midpoint $1.0B 🔹 Non-GAAP Gross Margin: 78.5%-79% 🔹 Non-GAAP Operating Margin: X% Q2 Metrics: 🔹 Adj Gross Margin: 79%; DOWN -X ppt YoY 🔹 Non-GAAP Operating Margin: 2%; UP +5 ppt YoY Q2 Customer Metrics: 🔹 Customers with ARR $100K+: 1513; UP +23% YoY 🔹 GAAP Net"
X Link @wallstengine 2025-08-28T20:18Z 94.1K followers, 10.2K engagements
"THE S&P INDEX $SPY IS REBALANCING AppLovin $APP Robinhood $HOOD and Emcor Group $EME to join the S&P XXX replacing Enphase Energy $ENPH Caesars Entertainment $CZR and MarketAxess $MKTX. $UBER will enter the S&P XXX replacing Charter Communications $CHTR. Nutanix $NTNX and TransUnion $TRU will move to the S&P MidCap XXX. Effective: Before the markets open on Sept. 22nd. Heres the full list of rebalancing changes 👇"
X Link @wallstengine 2025-09-05T21:40Z 94.4K followers, 48.4K engagements
"Texas Capital Securities said Californias draft SB-237 is a significant positive for Berry Corporation $BRY and California Resources Corporation $CRC"
X Link @wallstengine 2025-09-10T17:23Z 94.2K followers, 7984 engagements
"$CROX shares are trading higher today following the launch of Crocs' HeyDudes new campaign starring Sydney Sweeney"
X Link @wallstengine 2025-09-26T16:35Z 94.2K followers, 75.2K engagements
"OpenAI just rolled out Instant Checkout inside ChatGPT letting U.S. users buy products directly in the chat without leaving the app. The feature launches today with Etsy sellers and will expand soon to over a million Shopify merchants including Glossier SKIMS Spanx and Vuori per Bloomberg. It runs on Stripes new Agentic Commerce Protocol which OpenAI is open-sourcing so any retailer can integrate. Purchases stay entirely inside ChatGPT product search selection and payment with OpenAI taking a small fee from merchants"
X Link @wallstengine 2025-09-29T17:12Z 94.2K followers, 53.6K engagements
"$COTY launched a strategic review of its $1.6B consumer beauty unit including CoverGirl Rimmel Sally Hansen Max Factor and its $400M Brazil business. At the same time Coty is integrating Prestige and Mass Fragrance operations which now represent XX% of sales"
X Link @wallstengine 2025-09-30T10:33Z 94.2K followers, 6935 engagements
"Samsung & SK Hynix signed agreements to supply chips and gear for OpenAIs Stargate supercomputer project with demand projected at 900000 wafers/month more than double current global HBM capacity. Samsung affiliates will also partner on data centers including offshore floating sites while SK Telecom and OpenAI plan a dedicated Korean data center. Source: Bloomberg"
X Link @wallstengine 2025-10-01T10:19Z 94.3K followers, 19.6K engagements
"Peloton $PTON unveiled Peloton IQ an AI + computer vision system for personalized training and launched its new Cross Training Series lineup: Bike Bike+ Tread Tread+ and Row+ all with swivel screens. Plus models add cameras Sonos audio and voice control. Membership prices rise in October"
X Link @wallstengine 2025-10-01T12:19Z 94.4K followers, 7506 engagements
"$AMC eliminated $39.9M in debt tied to its July 2025 creditor deal bringing total reduction to $183M with no new shares or cash used"
X Link @wallstengine 2025-10-01T12:33Z 94K followers, 6651 engagements
"Ford $F Q3 U.S. sales rose XXX% to 545522 vehicles. F-Series up XXX% to 207732 still Americas top truck. EV + hybrid sales jumped XXXX% to 85789 now XXXX% of mix. Expedition had best Q3 in XX yrs (+47%) Maverick hit record 34848. Ford Pro subs up XX% to 815K BlueCruise passed 7M hours"
X Link @wallstengine 2025-10-01T13:27Z 94K followers, 7677 engagements
"Polymarket traders put XX% odds on the current federal shutdown lasting 1029 days If it runs longer it would be the 2nd longest ever (record was XX days in 2018) Key upcoming data at risk of suspension: Jobless claims Nonfarm payrolls CPI & PPI; Retail sales housing starts"
X Link @wallstengine 2025-10-01T16:14Z 94.1K followers, 52.3K engagements
"MediaTeks ASIC plans are seeing delays. Reports say $META's new chip orders remain uncertain due to a technical issue while $GOOGL's order isnt finalized yet and wont officially tape out until at least October. Mass production now looks unlikely before the second half of 2026. MediaTek hasnt been active in the high-speed computing ASIC market for long and competition is intense. Metas Arke orders could influence revenue further out in 2027 but Googles orders will have a direct impact on 2026 revenue. Source: DigiTimes"
X Link @wallstengine 2025-10-02T10:36Z 94.1K followers, 11.8K engagements
"Berkshire Hathaway is officially buying Occidental Petroleums OxyChem unit for $XXX billion in cash. Occidental $OXY will use about $XXX billion of the proceeds to reduce debt and move toward its goal of cutting principal debt below $XX billion after the CrownRock acquisition. OxyChem which produces commodity chemicals used in water treatment healthcare and construction will become a Berkshire subsidiary. The deal is expected to close in the fourth quarter of 2025 pending approvals"
X Link @wallstengine 2025-10-02T11:14Z 94.2K followers, 17.3K engagements
"$UBER has acquired Belgian startup Segments AI to strengthen its data-labeling unit Uber AI Solutions. The Y Combinator-backed firm specializes in labeling sensor data for autonomous driving and is cash-flow positive. Terms werent disclosed but Uber says the deal will boost its lidar and multi-sensor annotation capabilities and expand its client base as it pushes deeper into AI services"
X Link @wallstengine 2025-10-02T19:41Z 94.4K followers, 11.4K engagements
"U.S. Sept ISM Services PMI 👇 ISM Services PMI: XXXX (Est. XXXX Prev. 52.0) ISM Business Activity: XXXX (Lowest since 2020) ISM New Orders: XXXX (Est. 54.0) ISM Employment: XXXX (Est. 46.6) ISM Prices Paid: XXXX (Est. 68.0)"
X Link @wallstengine 2025-10-03T14:01Z 94.5K followers, 43.1K engagements
"PayPal $PYPL is rolling out X% cash back on Buy Now Pay Later purchases through year-end covering both in-store and online. The company is also expanding Pay Monthly to in-store use in the U.S. giving shoppers a virtual card to spend within XX hours"
X Link @wallstengine 2025-10-06T09:24Z 94.1K followers, 63.7K engagements
"Eli Lilly $LLY will invest over $1B in India to expand manufacturing through local partners boosting supply of obesity diabetes Alzheimers cancer and autoimmune drugs Reuters reports"
X Link @wallstengine 2025-10-06T10:37Z 94.2K followers, 14.7K engagements
"Fifth Third $FITB is buying Comerica $CMA in an all-stock $10.9B deal valuing CMA at $82.88/shr a XX% premium to its 10-day VWAP. The merger will create the 9th-largest US bank with $288B in assets set to close end of Q1 2026"
X Link @wallstengine 2025-10-06T10:39Z 94.4K followers, 22.9K engagements
"SEMAFOR says the US and Ukraine are working on a deal where Kyiv would share its drone technology with Washington in return for arms sales. $AVAV $KTOS $PLTR $AIRO $RCAT $PDYN"
X Link @wallstengine 2025-10-06T11:42Z 94.4K followers, 11.5K engagements
"$AMD CEO: deal with OpenAI will be immediately accretive to adjusted earnings per share immediately from first revenue"
X Link @wallstengine 2025-10-06T12:16Z 94.2K followers, 15.1K engagements
"CHATGPT NOW HAS 800M WEEKLY USERS - ALTMAN"
X Link @wallstengine 2025-10-06T17:18Z 94.5K followers, 134.6K engagements
"ChatGPT launch partners (app available inside it): $BKNG $TGT $COUR $EXPE $FIG $SPOT $ZG $TGT $CART $PTON $TRIP $UBER"
X Link @wallstengine 2025-10-06T17:28Z 94.4K followers, 31.3K engagements
"APPLOVIN $APP HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES"
X Link @wallstengine 2025-10-06T19:42Z 94.2K followers, 64.7K engagements
"Citadel Securities has started processing trades for small and mid-tier banks aiming to give them better pricing on fixed-income securities. President Jim Esposito said the firm is building a mid-tier liquidity ecosystem to help these banks compete with larger players like JPMorgan and Goldman Sachs"
X Link @wallstengine 2025-10-06T20:10Z 94.5K followers, 11.4K engagements
"WSJ: A fire at Novelis Oswego NY plant which supplies about XX% of U.S. auto aluminum will disrupt production for months. Ford $F the biggest buyer may flag risks to its F-150 line in upcoming earnings. Toyota Stellantis and Hyundai also source from the facility"
X Link @wallstengine 2025-10-07T03:32Z 94.1K followers, 26K engagements
"FED'S DALY ON AI: AI bubble not a threat to financial stability. AI could make country more productive. I am not seeing evidence of mass job replacement by A. I see more tech in place of hiring as the economy slows - Axios"
X Link @wallstengine 2025-10-07T11:08Z 94.2K followers, 10.3K engagements
"OpenAI has now locked in roughly $X trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than XX gigawatts of AI capacity over the next decade. For context thats about the output of XX nuclear reactors. Each 1GW of AI compute build-out runs close to $50B. Financial Times estimates: $500B for Nvidia $300B for AMD $300B for Oracle $22B+ already disclosed by CoreWeave All told it raises the big question: where is all this money coming from"
X Link @wallstengine 2025-10-07T11:27Z 94.2K followers, 146K engagements
"$DELL raised its long-term outlook now guiding for XX% annual sales growth through FY2030 (vs XX% prior) and at least XX% EPS growth (vs X% prior) The company has built a $20B AI business in two years and pledged to keep raising its dividend 10%+ annually through 2030 $SMCI"
X Link @wallstengine 2025-10-07T12:33Z 94.2K followers, 20.7K engagements
"Qualcomm $QCOM is buying Italian hardware maker Arduino known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $4555"
X Link @wallstengine 2025-10-07T14:19Z 94.3K followers, 11.9K engagements
"Per the information report: In some cases Oracle $ORCL is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidias chips. Internal documents show the fast-growing cloud business has had razor-thin gross profit margins"
X Link @wallstengine 2025-10-07T15:11Z 94K followers, 29.9K engagements
"$JPM CEO DIMON: FOR $2B EXPENSE WE HAVE ABOUT $2B COST SAVINGS FROM AI & IT'S THE TIP OF THE ICEBERG JPM IS GETTING BETTER WITH AI THERE IS A LOT OF MERGER TALK FIREPOWER IN THE MARKET CONSUMERS OK BUT RECESSION 'COULD HAPPEN' IN 2026 SHUTDOWN IS NOT A WAY TO RUN A RAILROAD"
X Link @wallstengine 2025-10-07T16:01Z 94.4K followers, 17.3K engagements
"Trump administration is weighing another $12B in cuts to clean energy projects including carbon removal and hydrogen efforts from Chevron and Occidental. Total proposed cuts now near $24B. - Semafor"
X Link @wallstengine 2025-10-07T17:38Z 94.1K followers, 12.8K engagements
"The U.S. Department of Energy is considering revoking nearly $1.1B in grants for $GM Stellantis $STLA for auto plant retooling according to a Reuters report"
X Link @wallstengine 2025-10-07T18:53Z 94K followers, 11.8K engagements
"APPLIED MATERIALS $AMAT $ASML FUELED CHINA CHIP PRODUCTION - HOUSE CMTE: BLOOMBERG"
X Link @wallstengine 2025-10-07T19:04Z 94.5K followers, 17.3K engagements
"$NVDA CEO Huang told CNBC that while $ORCL Nvidia cloud margins may look thin now when you first ramp up a new technology theres every possibility that u might not make money in the beginning but over the life of the system theyll be wonderfully profitable He added that running Nvidia systems at Oracles scale is not easy calling them giant supercomputers that require land power cooling and complex operations"
X Link @wallstengine 2025-10-07T21:09Z 94.3K followers, 179.8K engagements
"S&P XXX $SPY is trading near all-time highs. Gold futures tapped $4000. Bitcoin is back at record levels. The markets on fire and interest in learning about stocks on Whop is right there with it. Sales jumped XX% just today"
X Link @wallstengine 2025-10-07T21:34Z 94.1K followers, 27.3K engagements
"$RKLB signed a new agreement with Japans iQPS for X dedicated Electron missions. iQPS has already launched X satellites on Electron with X more scheduled. This adds X more missions making Rocket Lab the primary launch provider for iQPSs Earth-imaging constellation"
X Link @wallstengine 2025-10-07T21:57Z 94.1K followers, 16.7K engagements
"Confluent $CFLT is exploring a sale after attracting interest from private equity and tech firms per reuters"
X Link @wallstengine 2025-10-08T09:04Z 94.4K followers, 9210 engagements
"Evercore ISI on $DPZ (Outperform PT $520): Its tough to be a Dominos competitor in 2025 "Our Dominos 3Q same-store sales (SSS) estimate is significantly ahead of Pizza Huts 3Q U.S. SSS estimate of -6%. We believe Dominos share gains within pizza are being driven by: X. Leveraging its low-cost leadership with value promotions such as the recurring $XXXX any-size pizza with up to seven toppings X. Ongoing innovation in pizza (e.g. stuffed crust which supports mix improvement) and X. Effective marketing through DoorDash which we estimate provides an annualized SSS lift of XX percentage points"
X Link @wallstengine 2025-10-08T09:20Z 94.1K followers, 8383 engagements
"ALIBABA $BABA SETS UP IN-HOUSE ROBOT AI TEAM QWEN EXECUTIVE SAYS"
X Link @wallstengine 2025-10-08T10:19Z 94.2K followers, 20.6K engagements
"$NVDA CEO: OpenAI doesn't have the money yet for the deal. They will raise through revenues and equity or debt"
X Link @wallstengine 2025-10-08T12:09Z 94K followers, 31.7K engagements
"Polymarket founder Shayne Coplan is now the youngest self-made billionaire on Bloombergs Index. He dropped out of NYU built the platform from his bathroom in 2020 fought off regulators and an FBI raid and now has ICE backing Polymarket with $2B at an $8B valuation"
X Link @wallstengine 2025-10-08T14:52Z 94.3K followers, 25.2K engagements
"Google $GOOGL will invest $5.8B in Belgium to expand AI and data center campuses creating XXX jobs. The company also signed deals to back new onshore wind farms in the country"
X Link @wallstengine 2025-10-08T18:10Z 94.4K followers, 16.3K engagements
"Barrons: Quantum Stocks Look Like Theyre Forming a Market Bubble. $RGTI $QUBT $QBTS $IONQ"
X Link @wallstengine 2025-10-08T18:51Z 94.3K followers, 41.6K engagements
"SOFTBANKS GRAPHCORE PLANS X BILLION CHIP INVESTMENT IN INDIA"
X Link @wallstengine 2025-10-08T19:13Z 94.1K followers, 9052 engagements
"The worlds largest glove maker Top Glove expects to boost U.S. sales to XX% of total volume by 2027 up from XX% now. The company produces XX Billion gloves annually with North America & Asia as its biggest markets"
X Link @wallstengine 2025-10-09T07:15Z 94.5K followers, 11.4K engagements
"HSBC Downgrades $BE to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "We are raising our TP for Bloom to USD100.00 (from USD44.00) to incorporate a revised exit EV/EBITDA multiple of 20x (from 9.5x previously) on our estimated terminal value beyond 2031e. Our prior estimate reflected the midpoint of the 712x median range for the renewable energy sector but we are raising our estimate for Bloom as the shares have rerated sharply higher. Our revised 20x target is pegged at a premium to the 1015x median range for the clean tech sector which reflects the companys data center and"
X Link @wallstengine 2025-10-09T07:34Z 94.5K followers, 10.8K engagements
"Canaccord Genuity Initiates Coverage on $OKLO with Buy Rating PT $XXX Analyst comments: "Our price target is based on our DCF with our model stretching to 2050. Importantly we assume Oklos reactor buildouts will be financed substantially with debt and further supported by investment tax credits. This financing mix could help bolster long-term returns on capital with potentially minimal requirements for additional equity. As such our assumed WACC is slightly above X% and long-term growth is 6%. Considering the stocks exceptional performance and our concerns about a potential AI market bubble"
X Link @wallstengine 2025-10-09T09:13Z 94.3K followers, 37.7K engagements
"Berenberg Upgrades $DKNG to Buy from Hold Lowers PT to $XX from $XX Analyst comments: "Year-to-date DraftKings has performed well. While numbers have been adjusted downwards due to sports results the company has continued to deliver solid levels of growth and its underlying business has delivered improvements particularly in terms of margin expansion. In H1 DraftKings started to close the gap on FanDuel with its net revenue margin now XX basis points closer year-over-year. This is encouraging given it should help DraftKings close the sports net gaming revenue (NGR) gap to FanDuel (Q2 2025"
X Link @wallstengine 2025-10-09T09:43Z 94.2K followers, 8198 engagements
"NOVO NORDISK $NVO TO BUY AKERO THERAPEUTICS $AKRO FOR $XX A SHARE IN CASH"
X Link @wallstengine 2025-10-09T10:03Z 94.4K followers, 17.7K engagements
"Canaccord Genuity Raises $DOCN PT to $XX from $XX -Buy Analyst comments: "We hosted DigitalOcean CFO Matt Steinfort and Head of Investor Relations Melanie Strate for investor meetings last week in NYC. We've been big believers in the story driven by a refreshed team with a renewed vision and we've contended that were witnessing the early stages of a complete business turnaround even if the market has been slower to catch on. The uniformly upbeat tone during investor meetings aligned with how sentiment has begun to turn on the name in recent weeks following the firms encouraging Q2 results"
X Link @wallstengine 2025-10-09T10:46Z 94.1K followers, 23.3K engagements
"The IRS just released new federal income tax brackets for 2026 adjusting thresholds for inflation. The top rate of XX% now applies to single filers earning over $640600 and married couples earning over $768700. The standard deduction will rise to $32200 for married couples and $16100 for single filers. The update also increases limits for long-term capital gains estate and gift tax exemptions and child tax credit eligibility"
X Link @wallstengine 2025-10-09T14:46Z 94.4K followers, 25.9K engagements
"Feds Michael Barr: Uncertainty about both inflation and jobs warrants a cautious approach to any further interest rate cut. Feds inflation goal faces significant risks but also some factors that might mitigate those risks. Current outlook poses challenges for judging stance of monetary policy and deciding the right path forward. Expect Core PCE to exceed X% by year-end"
X Link @wallstengine 2025-10-09T16:55Z 94.1K followers, 8957 engagements
"NANO Nuclear Energy $NNE speaking at the TD Securities Nuclear Conference said they see a huge valuation disconnect compared to peers like NuScale and Oklo. For context: $NNE market cap: $1.94B $SMR market cap: $11B $OKLO market cap: $19.6B"
X Link @wallstengine 2025-10-09T17:50Z 94.2K followers, 36.5K engagements
"JAPAN KOMEITO PLANS TO EXIT COALITION WITH LDP: NHK"
X Link @wallstengine 2025-10-10T06:36Z 94.4K followers, 8765 engagements
"GROUP OF LEADING INTERNATIONAL BANKS EXPLORING ISSUING A STABLECOIN $CRCL"
X Link @wallstengine 2025-10-10T13:38Z 94.4K followers, 13K engagements
"U.S. CPI WILL BE RELEASED ON OCT. 24TH"
X Link @wallstengine 2025-10-10T15:42Z 94.2K followers, 15.8K engagements
"$AAPL is being sued by neuroscientists Susana Martinez-Conde & Macknik in a proposed class action alleging that Apple used pirated books to train its Apple Intelligence AI model. The complaint claims the datasets included their works Champions of Illusion & Sleights of Mind"
X Link @wallstengine 2025-10-10T18:22Z 94.5K followers, 12.7K engagements
"Who called the top this time"
X Link @wallstengine 2025-10-10T21:34Z 94.4K followers, 12.6K engagements
"ASTRAZENECA $AZN GETS THREE-YEAR REPRIEVE FROM TRUMP PHARMA TARIFFS"
X Link @wallstengine 2025-10-10T21:59Z 94.2K followers, 11.4K engagements
"TRUMP ON XI MEETING: I dont knowI am going to attend the summitmight as well meet with him"
X Link @wallstengine 2025-10-10T22:08Z 94.2K followers, 116.7K engagements
"President Trump says dont worry about China it will be all fine. Chinas President Xi just had a bad moment. Says The U.S.A wants to help Chinanot hurt it"
X Link @wallstengine 2025-10-12T17:06Z 94.5K followers, 81.4K engagements
"RBC Capital Upgrades $SFM to Outperform from Sector Perform Lowers PT to $XXX from $XXX Analyst comments: "Since hitting a peak in June SFM shares are down about XX% underperforming grocery peers by roughly XX% and the market by about XX% over that period. With shares now trading at around 9x our 2027 adjusted EBITDA estimate (15x P/E) we believe a comp deceleration on tough comparisons is already priced in and concerns over recent promotional activity are overblown creating a favorable risk/reward setup. Looking beyond the next few quarters we believe low double-digit revenue growth (comps"
X Link @wallstengine 2025-10-13T09:41Z 94K followers, 8157 engagements
"BESSENT: We don't want to decouple but China is sending a decoupling message. Everything's on the table incl. delisting China ADRs but confident that this can be de-escalated If not we have substantial levers we can pull. We could move more aggressively than how China has"
X Link @wallstengine 2025-10-13T11:15Z 94.5K followers, 131.1K engagements
"GOLDMAN SACHS $GS HAS LOST MORE THAN A DOZEN SENIOR BANKERS: RTRS"
X Link @wallstengine 2025-10-13T13:56Z 94.1K followers, 14.3K engagements
"Power Integrations $POWI unveiled new high-voltage GaN chips for 800V DC AI data centers publishing details at the 2025 OCP Global Summit. The company said its 1250V PowiGaN switches hit over XX% efficiency outperforming 650V GaN and 1200V SiC devices in power density and system simplicity. Its also working with $NVDA on megawatt-scale server rack power architecture to cut copper use and improve rack design. Power Integrations claims its the only firm currently shipping 1250V and 1700V GaN switches in volume with over XXX million GaN devices deployed since its 2018 debut. Moving to an 800V DC"
X Link @wallstengine 2025-10-13T15:31Z 94.5K followers, 14K engagements
"$AAPL said iPhone Air pre-orders will open in China this Friday Oct XX after Chinese telecom operators received approval to offer eSIM services. The iPhone Air starting at 7999 ($1121) will be the only iPhone model in China supported by eSIM. China Mobile China Telecom and China Unicom were cleared to provide trial eSIM services according to an announcement from the industry ministry"
X Link @wallstengine 2025-10-13T16:06Z 94.5K followers, 12.5K engagements
"Banks kick off earnings tomorrow. Make sure youve got notifications on and follow me @wallstengine for earnings highlights on all key reports as they come out. 06:00 $BLK 06:05 $DPZ 06:20 $JNJ 06:35 $JPM 07:00 $WFC 07:30 $GS 08:00 $C"
X Link @wallstengine 2025-10-13T20:58Z 94.2K followers, 20.4K engagements
"$AAPL officially dropped the + from Apple TV+ rebranding its streaming platform simply as Apple TV the same name used for its hardware device and app"
X Link @wallstengine 2025-10-13T22:42Z 94K followers, 13.2K engagements
"Reuters reports that Chinese rare earth magnet exporters have faced tighter scrutiny on export license approvals since September weeks before Beijing expanded rare earth export controls. Sources said applications are increasingly being returned for additional information with approvals taking longer though still within the Commerce Ministrys 45-business-day window. The scrutiny level is similar to April during the height of the U.S.-China trade tensions when license delays caused magnet shortages for automakers. Chinas rare earth exports fell XX% in September and foreign clients are now"
X Link @wallstengine 2025-10-14T08:12Z 94.4K followers, 72.9K engagements
"$BLK BlackRock Q325 Earnings Highlights 🔹 Revenue: $6.51B (Est. $6.34B) 🟢 🔹 Adj EPS: $XXXXX (Est. $11.47) 🟢 🔹 AUM: $13.464T (Est. $13.37T) 🟢 🔹 Net Inflows: $204.64B (Est. $181.92B) 🟢 🔹 Equity Net Inflows: $45.98B (Est. $59.93B) 🔴 Q3 Segment: 🔹 Total Net Flows: $205B; Long-term: $171B; Record iShares ETFs net inflows: $153B 🔹 Technology services & subscriptions: $515M; UP vs. prior year 🔹 Alternatives performance fees: UP YoY aided by HPS transaction Other Q3 Metrics 🔹 Operating Income (Adj.): $2.62B; UP +23% YoY 🔹 Operating Margin (Adj.): XXXX% 🔹 Share repurchases: $375M 🔹"
X Link @wallstengine 2025-10-14T10:06Z 94.1K followers, 19.7K engagements
"Walmart $WMT announced a partnership with OpenAI to let customers shop directly through ChatGPT using a new Instant Checkout feature. Users will be able to buy from Walmart and Sams Club just by chatting with the AI"
X Link @wallstengine 2025-10-14T13:18Z 94.3K followers, 22K engagements
"CITI $C HAS NO EXPOSURE TO WIDELY REPORTED DISTRESSED NAMES: CFO"
X Link @wallstengine 2025-10-14T13:20Z 94.5K followers, 9444 engagements
"OPENAI AND SUR ENERGY AGREE TO EXPLORE A BIG DATA CENTER PROJECT IN ARGENTINA THROUGH A LETTER OF INTENT"
X Link @wallstengine 2025-10-14T14:07Z 94.2K followers, 32.1K engagements
"US TRADE REPRESENTATIVE GREER: XXX% CHINA TARIFF DEPENDS ON WHAT CHINESE DO CHINESE REALIZE THEY OVERSTEPPED THINK WE'LL BE ABLE TO 'WORK THROUGH IT' WITH CHINA HAD STAFF TALKING WITH CHINA YESTERDAY IN WASHINGTON 11:39 IT'S HARD FOR CHINA TO FIND AN OFF RAMP ON RARE EARTHS"
X Link @wallstengine 2025-10-14T15:42Z 94.2K followers, 14.3K engagements
"Stifel analyst Jonathan Siegmann raised his price target on Kratos Defense & Security $KTOS to $XXX from $XX while maintaining a Buy rating"
X Link @wallstengine 2025-10-14T20:33Z 94.3K followers, 12.3K engagements
"KeyBanc Upgrades $MGY to Overweight from Sector Weight PT $XX Analyst comments: "We see an unprecedented amount of defensive characteristics from Magnolia with low leverage (0.1x) a balanced hydrocarbon production skew (41% oil XX% liquids) and a consistent durable cash return framework since its 2018 de-SPAC. We see management's biggest challenge as avoiding painting itself as a growth company given its self-imposed reinvestment cap (55% of EBITDA) can fund double-digit production growth if the market calls for it. We believe a XX turn multiple premium to peers on 2026E EV/EBITDA for these"
X Link @wallstengine 2025-10-15T08:52Z 94K followers, 7040 engagements
"Rothschild Redburn Downgrades $GEV to Sell from Neutral PT $XXX Analyst comments: "After much soul-searching and analysis we conclude that GE Vernovas current share price discounts a margin outlook that is implausibly positive in the long term and we downgrade to Sell with a target price of $XXX. Catalysts for the Sell recommendation on GE Vernova to work are elusive amid thematic momentum and timing is challenging. However the gas turbine market has historically been highly variable and demand conditions for Siemens Energys and GE Vernovas products reflect customer sentiment i.e. man-made"
X Link @wallstengine 2025-10-15T08:53Z 94K followers, 11.7K engagements
"NSCALE TO BUILD MASSIVE TEXAS AI HUB WITH MICROSOFT Nscale will deploy 104000 $NVDA GB300 GPUs in a XXX MW facility in Texas under a new agreement with $MSFT opening in Q3 2026. The project is part of a broader contract totaling 200000 GPUs spanning the U.S. and Europe"
X Link @wallstengine 2025-10-15T09:13Z 94K followers, 16K engagements
"Guggenheim Initiates Coverage on $UBER with Buy Rating PT $XXX Analyst comments: "Our BUY thesis is underpinned by the companys asset base consisting of industry-leading 1) network 2) technology and 3) brand equity. Ubers multi-platform network is over 3x that of the next gig peer with reach positioning the rideshare leader for increased Autonomous Vehicle (AV) adoption (i.e. Big Wheels Keep on Turnin). We believe the AV debate will remain a key driver of sentiment with bulls highlighting market expansion potential and bears arguing disintermediation risk (we believe both will prove true; see"
X Link @wallstengine 2025-10-15T09:16Z 94.3K followers, 11.3K engagements
"$ASML CFO Roger Dassen said the company is well prepared for Chinas new rare-earth export rules and has already secured the materials it needs for the coming months. We have long lead times and therefore also in our supply chain we make sure that we have the materials in that we need for the next couple of months Dassen told reporters after ASMLs Q3 results"
X Link @wallstengine 2025-10-15T10:22Z 94K followers, 29.7K engagements
"$BAC Bank of America Q3'25 Earnings Highlights 🔹 Revenue: $28.1B (Est. $27.59B) 🟢; UP +11% YoY 🔹 EPS: $XXXX (Est. $0.95) 🟢; UP +31% YoY 🔹 NII: $15.2B ($15.4B FTE) (Est. $15.03B) 🟢; UP +9% YoY Guidance: 🔸 Q4 NII (FTE): $15.6B to $15.7B Q3 Operating Metrics: 🔹 Provision for Credit Losses: $1.3B; DOWN -XX% YoY 🔹 Net Charge-Offs: $1.37B (Est. $1.52B) 🟢; DOWN -XX% YoY 🔹 Noninterest Expense: $17.3B; UP +5% YoY 🔹 Total Loans: $1.17T (Est. $1.16T) 🟢; UP +8% YoY 🔹 Total Deposits: $2.00T (Est. $2.02T) 🔴; UP +4% YoY 🔹 Average Deposits: $1.99T; UP +4% YoY 🔹 Average Loans and Leases:"
X Link @wallstengine 2025-10-15T10:52Z 94.1K followers, 11.6K engagements
"$MS Morgan Stanley Q3'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $16.7B) 🟢; UP +18% YoY 🔹 EPS: $XXXX (Est. $2.09) 🟢; UP +49% YoY 🔹 Net Income: $4.6B; UP +45% YoY Wealth Management: 🔹 Net Revenue: $8.2B (Est. $7.8B) 🟢; UP +13% YoY 🔹 Pre-tax Income: $2.5B; UP +27% YoY 🔹 Pre-tax Margin: XXXX% 🔹 Asset Management Revenue: $4.8B; UP +12% YoY 🔹 Net Interest Income: $2.0B; UP +12% YoY 🔹 Fee-based Client Assets: $2.7T; UP +15% YoY 🔹 Fee-based Asset Flows: $41.9B; UP +17% YoY 🔹 Net New Assets: $81.0B; UP +27% YoY 🔹 Loans: $173.9B; UP +12% YoY Investment Management: 🔹 Net Revenue:"
X Link @wallstengine 2025-10-15T11:34Z 94.2K followers, 11.5K engagements
"$ABT Abbott Q3'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $1.30) 🟢 🔹 Revenue: $11.37B (Est. $11.4B) 🔴; UP +6.9% YoY 🔹 Organic Sales Growth: +5.5% (or +7.5% excl. COVID-19 testing) Full-Year 2025 Guidance (Reaffirmed): 🔹 Organic Sales Growth: XXX% to XXX% (excl. COVID-19 testing) 🔹 Organic Sales Growth: XXX% to XXX% (incl. COVID-19 testing) 🔹 Adj EPS: $XXXX to $XXXX (midpoint reaffirmed range narrowed) Q3 Operating Metrics: 🔹 Reported Operating Margin: XXXX% 🔹 Adjusted Operating Margin: 23.0%; UP +40 bps YoY 🔹 U.S. Sales: $4.30B; UP +2.3% YoY 🔹 International Sales: $7.07B; UP"
X Link @wallstengine 2025-10-15T11:35Z 94.1K followers, 8987 engagements
"US TRSY SEC BESSENT: CHINA TRYING TO BACKFILL NARRATIVE ON RARE EARTH MOVE CHINESE WERE PLANNING TO ERECT NEW BARRIERS WE DON'T WANT TO ESCALATE BUREAUCRATS IN CHINA CANNOT MANAGE THE SUPPLY CHAIN MANUFACTURING PROCESS FOR REST OF WORLD U.S. HAS LOTS OF LEVERS THAT IT CAN PULL ON CHINA TRADE"
X Link @wallstengine 2025-10-15T12:31Z 94K followers, 17.9K engagements
"Evercore ISI raised its price target on Broadcom $AVGO to $XXX from $XXX keeping an Outperform rating. The firm said the OpenAI deal for 10GW of custom AI accelerators could add $2$6 to FY2029 EPS estimating $XX EPS power discounted back three years at 38x P/E. Evercore believes the partnership confirms Broadcoms position as a premier custom-AI XPU supplier with its Ethernet and XPU systems likely powering OpenAIs inference workloads"
X Link @wallstengine 2025-10-15T14:30Z 94.1K followers, 11.7K engagements
"US Tsy. Sec. Bessent urged the World Bank to end support for China said securing critical mineral supply chains is a U.S. priority and pushed the Bank to finance reliable energy sources. He also called for ending the XX% climate co-benefits financing target"
X Link @wallstengine 2025-10-15T17:16Z 94.3K followers, 22.6K engagements
"A U.S. judge has temporarily blocked the Trump administration from laying off workers at 30+ federal agencies during the government shutdown. The ruling prevents federal firings across those agencies for now"
X Link @wallstengine 2025-10-15T18:35Z 94.1K followers, 10.1K engagements
"Anthropic expects annualized revenue of $X Billion by end-2025 and a base-case of $20B in 2026 per Reuters"
X Link @wallstengine 2025-10-15T18:45Z 94.2K followers, 13.2K engagements
"BofA Maintains Underperform Rating on $HIMS Views Menopause Launch Positively Analyst comments: "Todays news was well signaled by the company but we view the official launch of the menopause/perimenopause offering as an incremental positive. It ultimately helps expand the total addressable market for HIMS and enhances the Hers brand in a category with growing demand. We previously estimated the menopause market could represent another XX million incremental patients implying a multi-billion dollar addressable market (Exhibit 1). The Hers offering has expanded significantly over the last two"
X Link @wallstengine 2025-10-15T19:01Z 94.2K followers, 17.9K engagements
"$AAPL AI division just took another hit. Bloomberg reports that Ke Yang who was recently promoted to lead Apples new Answers Knowledge and Information (AKI) team the group building a ChatGPT-like web search system for Siri is leaving to join $META Yangs exit comes only weeks after taking over from Robby Walker and follows a string of senior AI departures including Ruoming Pang Frank Chu and Chong Wang who have all joined Metas expanding Superintelligence Labs. The AKI team which is key to Apples planned March Siri overhaul will now report to Benoit Dupin under John Giannandreas AI group."
X Link @wallstengine 2025-10-15T23:08Z 94.2K followers, 13.5K engagements
"Retail traders have been on an incredible streak XX straight weeks of net call buying hitting a record high last week according to Citadel Securities"
X Link @wallstengine 2025-10-15T23:13Z 94.4K followers, 18.6K engagements
"TSMC CEO: N2 on track for volume production later this quarter with a faster ramp in 2026; N2P slated for volume in 2H 2026; A16 on track for volume in 2H 2026; preparing several X nm fabs in Taiwan. $TSM"
X Link @wallstengine 2025-10-16T06:27Z 94.5K followers, 4332 engagements
"FRENCH PRIME MINISTER LECORNU SURVIVES FIRST NO-CONFIDENCE MOTION; XXX VOTES BELOW THE XXX NEEDED"
X Link @wallstengine 2025-10-16T09:43Z 94.4K followers, 8338 engagements
"Bernstein called $HPE's guidance "underwhelming" FY26 EPS $2.202.40 came below consensus $XXXX while FY28 $X is roughly inline. The $1B Juniper synergy target is seen as a show-me story and leverage reduction plans (3x2x by FY27) limit near-term shareholder returns"
X Link @wallstengine 2025-10-16T10:19Z 94.5K followers, 7567 engagements
"Piper Sandler Reiterates Overweight Rating on $CELH PT at $XX Analyst comments: "We continue to believe Celsius remains well positioned near and long-term. While it may have some noise near-term from tariffs flowing into COGS and a distribution change for Alani Nu these have been well communicated (and Alani Nu's mid-quarter transition should minimize disruptions at least from a timing shift/reporting point of view). The positives remain clear as we have strong visibility on distribution gains in its Spring shelf resets driven by its new category captain role in the space. It also continues"
X Link @wallstengine 2025-10-16T10:43Z 94.5K followers, 24.9K engagements
"FED'S WALLER: I HAD A GREAT MEETING WITH SEC. BESSENT"
X Link @wallstengine 2025-10-16T11:34Z 94.4K followers, 7571 engagements
"Goldman Sachs reports multi-manager hedge funds now manage $425B up XX% in 2025 outpacing the rest of the hedge fund industry at 4%. Top traders at firms like Citadel and Millennium are now taking home XX% of profits with some earning over $100M"
X Link @wallstengine 2025-10-16T11:36Z 94.5K followers, 7922 engagements
"$CELH hitting new 52-week highs after Piper Sandler reiterated confidence in its near- and long-term setup"
X Link @wallstengine 2025-10-16T13:52Z 94.5K followers, 17K engagements
"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production."
X Link @wallstengine 2024-12-02T07:30Z 94.5K followers, 20.6K engagements
"STOCKS ON WATCH FOR NASDAQ XXX INCLUSION AFTER TODAYS REBALANCING: PALANTIR $PLTR EQUINIX $EQIX SANOFI $SNY MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON UNITED AIRLINES $UAL NETEASE $NTES $JD.COM $TCOM ARGENX $ARGX ALNYLAM $ALNY"
X Link @wallstengine 2024-12-13T20:40Z 94.5K followers, 35.4K engagements
"$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at"
X Link @wallstengine 2025-03-26T10:39Z 94.5K followers, 7389 engagements
"Today's Key Events (All EST) 07/18/2025 08:00: Fed's Waller 08:30: US Housing Starts 10:00: University Michigan Sentiment Prelim All day: Monthly OPEX Before Open 👇 06:00: Truist Financial $TFC 06:30: 3M $MMM 06:40: Autoliv $ALV 06:50: SLB $SLB 07:00: American Express $AXP 07:05: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Charles Schwab $SCHW"
X Link @wallstengine 2025-07-18T07:40Z 94.5K followers, 8202 engagements
"SPACEX JUST MOVED $152M IN BITCOIN 1ST TIME IN X YEARS Arkham data shows a SpaceX-linked wallet transferred 1308 BTC ($152.8M) on July XX. No net change in holdings suggesting an internal reshuffle. SpaceX now holds 6977 BTC worth $818M under Coinbase Prime custody"
X Link @wallstengine 2025-07-22T06:58Z 94.5K followers, 7322 engagements
"Today's Key Events (All EST) 07/31/2025 07:30: US Challenger Layoffs 08:30: US PCE Inflation Data 08:30: US Initial Jobless Claims 08:30: US Personal Income 08:30: US Consumer Spending 09:45: US Chicago PMI Before Open 👇 01:00 argenx 02:00 Indivior 05:00 Anheuser-Busch InBev 05:00 Sanofi 05:00 TAL Education 06:00: Cigna $CI 06:00: Air Products $APD 06:00: Cenovus Energy $CVE 06:00: IP 06:05: PG&E 06:10: Xcel Energy $XEL 06:30: CVS Health $CVS 06:30: Cameco $CCJ 06:30: Norwegian Cruise Line $NCLH 06:30: DINO 06:30: Teleflex $TFX 06:30: UTZ Brands 06:30: Vontier 06:30: MasTec 06:45: Ferrari"
X Link @wallstengine 2025-07-31T07:13Z 94.5K followers, 10.7K engagements
"Today's Key Events (All EST) 08/06/2025 07:00: US MBA Mortgage Applications 13:00: US 10-Year Note Auction 14:00: Fed's Cook & Collins Speak 16:10: Fed's Daly Speaks Before Open 👇 01:30: Novo Nordisk $NVO 06:00: Oscar Health $OSCR 06:30: Dynatrace $DT 06:30: Emerson Electric $EMR 06:30: Planet Fitness $PLNT 06:30: Corteva $CTVA 06:30: CDW Corp 06:50: Disney $DIS 06:55: $UBER 06:55: Global Payments $GPN 07:00: Shopify $SHOP 07:00: McDonald's $MCD 07:00: Genius Sports $GENI 07:00: Bloomin Brands $BLMN 07:00: NY Times 07:00: Lantheus $LNTH 07:30: Unity Software $U 08:00: TPG After Hours 👇"
X Link @wallstengine 2025-08-06T06:34Z 94.5K followers, 12K engagements
"Apollo $APO has agreed to buy a majority stake in Stream Data Centers marking its first direct data center acquisition as it eyes long-term plays in AI infrastructure. Terms werent disclosed but Apollo-managed funds could pour billions into the space. Stream will expand in Chicago Atlanta and Dallas"
X Link @wallstengine 2025-08-06T12:45Z 94.5K followers, 7712 engagements
"$VST Vistra Corp Q2'25 Earnings Highlights 🔹 Oper Revenue: $4.25B (Est. $4.72B) 🔴; UP +11% YoY 🔹 Net Income (Ongoing Ops): $370M (Est. $364.8M) 🟢; DOWN -XX% YoY 🔹 Adj. EBITDA (Ongoing Ops): $1.35B (Est. $1.38B) 🔴 Segment EBITDA Performance 🔹 Retail: $756M (Est. $464.6M) 🟢; DOWN -XXX% YoY 🔹 Texas: $142M; DOWN -XX% YoY 🔹 East: $418M; UP +30% YoY 🔹 West: $49M (Est. $30.8M) 🟢; DOWN -XX% YoY FY2025 Outlook (Reaffirmed) 🔹 Adj. EBITDA (Ongoing Ops): $5.5B$6.1B (Est. $5.95B) 🟡 🔹 Adj. Free Cash Flow Before Growth (FCFbG): $3.0B$3.6B Management Commentary 🔸 Performance YTD and forecast"
X Link @wallstengine 2025-08-07T12:12Z 94.5K followers, 10.6K engagements
"UBS Upgrades $VG to Buy from Neutral PT $XX Analyst comments: "Volume ramp at Plaquemines continues to surprise to the upside. In 2Q25 this project exported XX cargoes XX more than the fully ramped Calcasieu Pass. VG reported a record XX cargoes in 2Q25 (vs. XX in 1Q25 and XX in 2Q24) at the top end of its guidance. We believe the Street is underestimating the number of commissioning cargoes from Plaquemines. We estimate that number will come in around XXX vs. the company's guidance of XXX. The XX additional commissioning cargoes could drive earnings upside of $XXX million which is not in"
X Link @wallstengine 2025-08-25T09:27Z 94.5K followers, 16.2K engagements
"$FICO just shook up the mortgage market. The company launched a Direct Licensing Program that lets lenders access FICO scores without going through Equifax Experian or TransUnion. The move aims to cut out bureau mark-ups and give lenders more transparent pricing. Under the new model FICO will charge either $XXXX per score plus a $XX fee at loan closing or a flat $XX per score roughly in line with todays bureau pricing but without the middleman. Shares of the credit bureaus sank on the news with Equifax $EFX down XX% TransUnion $TRU off XX% and Experian lower in London. Fair Isaac rose 5%"
X Link @wallstengine 2025-10-02T10:11Z 94.5K followers, 104.7K engagements
"Applied Materials $AMAT warned it expects a $710M revenue hit from the new U.S. export restrictions with $110M shaved off its Q4 and another $600M impact in FY26 per WSJ. The tighter BIS rule blocks blacklisted Chinese firms like Huawei from using affiliates to bypass curbs. China made up XX% of Applieds sales last quarter underscoring its exposure"
X Link @wallstengine 2025-10-03T07:33Z 94.5K followers, 26.7K engagements
"TRUMP: WILL MEET CHINA'S XI IN A FEW WEEKS IN SOUTH KOREA"
X Link @wallstengine 2025-10-07T16:33Z 94.5K followers, 11.7K engagements
"$NVDA CEO URGES INVESTMENT IN POWER GENERATION FOR DATA CENTERS"
X Link @wallstengine 2025-10-08T12:38Z 94.5K followers, 25.6K engagements
"U.S. AIRLINES: "IMPERATIVE" FAA ACCOMPLISH SOME "QUICK WINS" IN $XXXX BILLION AIR TRAFFIC CONTROL OVERHAUL - LETTER"
X Link @wallstengine 2025-10-08T17:41Z 94.5K followers, 8241 engagements
"$META filled the gap after the open broke above its opening range and is now pushing higher up over 1.4%. Data via @edgeful"
X Link @wallstengine 2025-10-09T16:18Z 94.5K followers, 11.1K engagements
"AstraZeneca $AZN announced plans to boost investment in its Virginia manufacturing facility to $XXX billion more than doubling the scope of its earlier commitment"
X Link @wallstengine 2025-10-09T16:31Z 94.5K followers, 8089 engagements
"LULULEMON ATHLETICA $LULU FOUNDER LOOKING AT OPTIONS FOR ACTIVISM"
X Link @wallstengine 2025-10-10T14:41Z 94.5K followers, 20.9K engagements
"China's Xiaomi shares dropped more than X% in Hong Kong after reports of a fatal SU7 crash in Chengdu where the cars doors reportedly failed to open after catching fire. The stock fell as much as XXX% intraday its biggest drop since April. Local police said the 31-year-old driver suspected of driving under the influence died after the car collided with another sedan. The crash reignites safety concerns over electronic door handles popularized by Tesla which can malfunction during fires or power loss. Chinese regulators are reportedly considering a ban on such handles following multiple"
X Link @wallstengine 2025-10-13T10:30Z 94.5K followers, 25.8K engagements
"$BE IS UP XX% FOLLOWING BROOKFIELD $5B AI INFRA PARTNERSHIP"
X Link @wallstengine 2025-10-13T11:54Z 94.5K followers, 42.9K engagements
"Salesforce $CRM just announced a $XX billion investment in San Francisco over the next five years to fund a new AI Incubator Hub and expand local workforce programs. The plan coincides with this weeks Dreamforce conference (Oct 1416) expected to bring 50000 attendees and generate $130M for the city while supporting 35000 jobs. Marc Benioff said the investment reflects our deep commitment to our hometown advancing AI innovation creating jobs and helping companies and our communities thrive"
X Link @wallstengine 2025-10-13T13:21Z 94.5K followers, 18.3K engagements
"ALPHA MODUS FILES LAWSUIT AGAINST LOWE'S $LOW OVER AI RETAIL PATENTS"
X Link @wallstengine 2025-10-13T16:04Z 94.5K followers, 10.2K engagements
"Starboard Value has reportedly taken a stake in Keurig Dr Pepper $KDP according to the Financial Times. The activist fund built its position following the companys controversial Peets Coffee acquisition which drew investor criticism"
X Link @wallstengine 2025-10-13T16:57Z 94.5K followers, 9281 engagements
"$JNJ Johnson & Johnson Q325 Earnings Highlights 🔹 Revenue: $23.99B (Est. $23.74B) 🟢; UP +6.8% YoY 🔹 Adj EPS: $XXXX (Est. $2.78) 🟢 FY25 Guidance 🔹 Sales: $93.5$93.9B (Est. $93.46B) 🟢 🔹 Adj EPS: $10.80$10.90 (Est. $10.85) 🟡 Strategic Update 🔹 Intends to separate Orthopaedics as standalone DePuy Synthes (target 1824 months); Namal Nawana named Worldwide President Other Q3 Metrics 🔹 Innovative Medicine Rev: $15.56B (Est. $15.38B) 🟢; UP +6.8% YoY 🔹 MedTech Sales: $8.43B (Est. $8.38B) 🟢; UP +6.8% YoY 🔹 Adjusted Net Earnings: $6.80B; UP +15.7% YoY 🔹 U.S. Sales: $13.71B; UP +6.2% YoY"
X Link @wallstengine 2025-10-14T10:26Z 94.5K followers, 18.6K engagements
"Goldman Sachs Initiates Coverage on $U with Neutral Rating PT $XX Analyst comments: "Eric Sheridan assumes coverage of Unity Software from Kash Rangan with a Neutral rating (unchanged) and a price target of $XX (prior $32.50). Unity is a global platform that facilitates the creation growth and monetization of games and other digital experiences. We see Unity as exiting a period of disruption and positioned to reaccelerate topline growth in the coming years driven by expected share gains in its Grow segment and stable growth in its core Create segment. What remains an open debate is how well"
X Link @wallstengine 2025-10-14T20:43Z 94.5K followers, 13.5K engagements
"Apple $AAPL CEO Tim Cook pledged to boost investment in China during his visit despite Trumps tariff threats on foreign-made goods. Cook met Chinas Industry Minister Li Lecheng and said Apple will strengthen cooperation with local suppliers"
X Link @wallstengine 2025-10-15T08:14Z 94.5K followers, 11K engagements
"Nextracker $NXT and T1 Energy $TE signed a multi-year $75M+ solar frame supply deal tied to T1s new 5-GW Dallas plant. The agreement replaces imported aluminum frames with U.S.-made specialty steel frames part of Nextrackers patented module frame tech. Both firms called it a step toward domestic solar manufacturing and energy security with Nextracker expanding capacity in Texas to support production"
X Link @wallstengine 2025-10-15T11:25Z 94.5K followers, 12.2K engagements