[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](/creator/twitter/wallstengine)
"DATABRICKS RAISING FUNDS AT $100B VALUATION WSJ reports Databricks is finalizing a new funding round that would value the company at $100B up XX% from its $62B valuation in December. Thrive Capital is set to co-lead the round with Andreessen Horowitz also planning to invest. The AI-driven data analytics firm has nearly 9000 employees and expects to add 3000 more this year. Clients like Adidas use its platform to analyze massive datasets and recent partnerships with Palantir and SAP have expanded its reach. CEO Ali Ghodsi says the funds will go toward building AI-focused databases and"  
[X Link](https://x.com/wallstengine/status/1957731983435657391) [@wallstengine](/creator/x/wallstengine) 2025-08-19T09:10Z 94.9K followers, 50.4K engagements


"$CRDO Credo Technology Q126 Earnings Highlights 🔹 Revenue: $223.1M (Est. $190.6M) 🟢; UP +274% YoY +31% QoQ 🔹 Adj. EPS: $XXXX (Est. $0.35) 🟢 Q2 Guidance 🔹 Revenue: $230M$240M (Est. $199M) 🟢 🔹 Gross Margin: 63.565.5% GAAP; 6466% Non-GAAP 🔹 Operating Expenses: $96$98M GAAP; $56$58M Non-GAAP Other Q1 Metrics: 🔹 Gross Margin: XXXX% GAAP; XXXX% Non-GAAP 🔹 Net Income: $63.4M GAAP; $98.3M Non-GAAP 🔹 Operating Expenses: $89.6M GAAP; $54.5M Non-GAAP 🔹 Cash & Investments: $480M CEO Commentary 🔸 CEO Bill Brennan: Credo continued a strong growth trajectory with Q1 revenue up XX% sequentially"  
[X Link](https://x.com/wallstengine/status/1963335957962432837) [@wallstengine](/creator/x/wallstengine) 2025-09-03T20:19Z 94.9K followers, 21.1K 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 94.9K followers, 251.5K 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 94.9K followers, 116K 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 94.9K followers, 16.9K engagements


"Goldman Sachs says about XX% of all jobs worldwide could be automated by AI Obviously the impact will be bigger in developed countries around XX% of roles in places like Hong Kong Israel Japan and Sweden while in countries like India or Kenya it will be closer to 1012%"  
[X Link](https://x.com/wallstengine/status/1979259878259519627) [@wallstengine](/creator/x/wallstengine) 2025-10-17T18:55Z 94.9K followers, 35.4K engagements


"$S SentinelOne Q3 Earnings Highlights: 🔹 EPS: $XXXX (Est. $0.01) 🔴 🔹 Revenue: $210.6M (Est. $209.73M) 🟢; UP +28% YoY 🔹 ARR: $859.7M; UP +29% YoY FY25 Guidance: 🔹 Revenue: $818M (Est. $815.9M) 🟢; UP +32% YoY 🔹 Non-GAAP Gross Margin: XX% 🔹 Non-GAAP Operating Margin: -X% Q4 Guidance: 🔹 Revenue: $222M 🔹 Non-GAAP Gross Margin: XX% 🔹 Non-GAAP Operating Margin: -X% Profitability Metrics: 🔹 GAAP Gross Margin: XX% (vs. XX% YoY) 🔹 Non-GAAP Gross Margin: XX% (vs. XX% YoY) 🔹 GAAP Operating Margin: -XX% (Improved from -XX% YoY) 🔹 Non-GAAP Operating Margin: -X% (Improved from -XX% YoY) 🔹"  
[X Link](https://x.com/wallstengine/status/1864417970325475533) [@wallstengine](/creator/x/wallstengine) 2024-12-04T21:14Z 94.6K followers, 23.9K engagements


"Today's Key Events (All EST) 05/14/2025 05:15: Fed's Waller 07:00: US MBA Mortgage Applications 09:10: Fed's Jefferson 17:40: Fed's Daly Before Open 👇 02:00: $SONY 06:30: Dynatrace Inc. $DT 07:00: Cellebrite $CLBT 07:00: Global-e Online Ltd. $GLBE 07:20: Arcos Dorados Holdings Inc. $ARCO 07:20: Endava $DAVA B.O.: MakeMyTrip $MMYT After Hours 👇 16:00: Ibotta $IBTA 16:00: Boot Barn Holdings Inc. $BOOT 16:00: Capital Southwest Corp. $CSWC 16:05: Cisco Systems Inc. $CSCO 16:05: Iris Energy Limited $IREN 16:05: Nextracker $NXT 16:05: DLocal Limited $DLO 16:10: Hawkins Inc. $HWKN 16:15: TMC the"  
[X Link](https://x.com/wallstengine/status/1922548794790707650) [@wallstengine](/creator/x/wallstengine) 2025-05-14T07:05Z 94.5K followers, 12.3K engagements


"$STZ BRANDS Q2 SALES DROP X% ON SOFTER DEMAND Constellation Brands reported profit of $516M down from $877M last year with EPS at $XXXX vs $XXXX. Adjusted EPS came in at $XXXX missing estimates. Net sales fell X% to $2.52B below expectations as beer sales dipped X% and wine & spirits plunged 28%. The company cut its FY EPS outlook to $12.07-$12.37 from $12.33-$12.63 citing weaker spending especially among Hispanic consumers. Beer sales are expected to be flat to up X% this year"  
[X Link](https://x.com/wallstengine/status/1940320113762476474) [@wallstengine](/creator/x/wallstengine) 2025-07-02T08:02Z 94.6K followers, 7004 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


"$GEV GE Vernova Q2'25 Earnings Highlights 🔹 Revenue: $9.11B (Est. $8.80B) 🟢; UP +11% YoY 🔹 Adj. EPS: $XXXX (Est. $1.50) 🟢 🔹 Orders: $12.4B; UP +4% organically 🔹 Backlog: +$5.2B sequential growth FY25 Guidance (Raised) 🔹 Revenue: Trending toward high end of $36B$37B (Est. $37B) 🟢 🔹 Adj. EBITDA Margin: 8%9% (raised from high-single digits) 🔹 Free Cash Flow: $3.0B$3.5B (raised from $2.0B$2.5B) FY25 Segment Outlook Power: 🔹 Organic Revenue: +6% to +7% (prev. mid-single digits) 🔹 EBITDA Margin: 14%15% (prev. 13%14%) Wind: 🔹 Organic Revenue: DOWN mid-single digits 🔹 EBITDA Loss:"  
[X Link](https://x.com/wallstengine/status/1947970372940497102) [@wallstengine](/creator/x/wallstengine) 2025-07-23T10:41Z 94.7K followers, 11.9K engagements


"$CLVT Clarivate Q2'25 Earnings Highlights 🔹 Revenue: $621.4M (Est. $587.36M) 🟢; -XXX% YoY 🔹 EPS: ($0.18;) (Est. $0.17) 🟡 🔹 Adj Net Income: $123.3M; -XXXX% YoY 🔹 Adj EBITDA: $261.6M; -XXX% YoY 🔹 Net Loss: ($72.0M) vs. ($304.3M) YoY FY25 Guide: 🔹 Revenue: $2.28B$2.40B (Est. $2.358B) 🟡 🔹 Adj EPS: $0.60$0.70 (Est. $0.65) 🟡 🔹 Adjusted EBITDA: $940M$1.00B 🔹 EBITDA Margin: 40.5%42.5% 🔹 Free Cash Flow: $300M$380M 🔹 Organic ACV Growth: +1.0% to +2.0% 🔹 Recurring Organic Revenue Growth: -XXX% to +1.0% Segment Revenue: 🔹 Organic: +0.5% YoY 🔹 Organic Recurring: +0.8% YoY 🔹 Organic"  
[X Link](https://x.com/wallstengine/status/1950506523794522297) [@wallstengine](/creator/x/wallstengine) 2025-07-30T10:39Z 94.6K followers, 6970 engagements


"$EOSE Eos Energy Q2'25 Earnings Highlights 🔹 Revenue: $15.24M (Est. $24.12M) 🔴 🔹 Adj. EPS: $(0.37) (Est. $(0.14)) 🔴; DOWN -XX% YoY 2025 Guidance (Reaffirmed): 🔹 Revenue: $150M$190M (Est. $165M) 🟡 (H1 Revenue: $25M Must deliver $125M+ in H2 to meet low end) Backlog & Pipeline: 🔹 Commercial Pipeline: $18.8B; UP +21% QoQ 🔹 Orders Backlog: $672.5M 🔹 8-hour+ storage projects grew XX% QoQ 🔹 Frontier Power MOU: X GWh (now 10+ GWh submitted to UK Cap & Floor) 🔹 X active MOUs totaling XXX GWh Manufacturing & Operations: 🔹 Record factory shipments: +122% QoQ 🔹 Z3 system round-trip"  
[X Link](https://x.com/wallstengine/status/1950659966228222072) [@wallstengine](/creator/x/wallstengine) 2025-07-30T20:49Z 94.6K followers, 23.6K engagements


"$CMCSA Comcast Q2'25 Earnings Highlights 🔹 Revenue: $30.31B (Est. $29.8B) 🟢; UP +2.1% YoY 🔹 Adj. EPS: $XXXX (Est. $1.16) 🟢; UP +3.3% YoY 🔹 Advertising Revenue: $935M (Est. $925.6M) 🟢 🔹 Domestic Broadband Customers: -226K (Est. -225K) 😐 Connectivity & Platforms: 🔹 Revenue: $20.39B; flat YoY 🔹 Adj. EBITDA: $8.53B; flat YoY 🔹 Domestic Wireless Lines: +378K (Record high); 8.5M total 🔹 Adj. EBITDA Margin: XXXX% Business Services Connectivity: 🔹 Revenue: $2.58B; UP +6.3% YoY 🔹 Adj. EBITDA: $1.44B; UP +4.6% YoY 🔹 Margin: XXXX% ( 90bps YoY) Content & Experiences: 🔹 Revenue: $10.63B;"  
[X Link](https://x.com/wallstengine/status/1950876154623308170) [@wallstengine](/creator/x/wallstengine) 2025-07-31T11:08Z 94.6K followers, 6536 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


"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


"$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


"Starbucks $SBUX expects non-binding bids for its China business within X weeks per reuters. It has invited Primavera Carlyle Hillhouse and EQT for management presentations while KKR Bain Capital and Tencent could also submit offers"  
[X Link](https://x.com/wallstengine/status/1958813196023714279) [@wallstengine](/creator/x/wallstengine) 2025-08-22T08:47Z 94.6K followers, 7121 engagements


"European postal agencies are pausing or cutting off shipments to the U.S. as Trumps end to the de minimis exemption takes effect Aug. XX Axios reports. The rule had allowed packages under $XXX to enter tariff-free. Royal Mail Deutsche Post Bpost and others are halting service disrupting the flow of 1.3B packages a year many from retailers like Shein and Temu"  
[X Link](https://x.com/wallstengine/status/1959880159420375206) [@wallstengine](/creator/x/wallstengine) 2025-08-25T07:26Z 94.7K followers, 9991 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 94.7K followers, 16.3K 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 94.7K followers, 8096 engagements


"Mike Alfred founder of Alpine Fox LP says hes shorting 2M shares of Western Union $WU. He called the business in terminal decline and predicted it could go to zero in XX years. Alfred said hell share more on his thesis in the weeks ahead"  
[X Link](https://x.com/wallstengine/status/1959993400708804707) [@wallstengine](/creator/x/wallstengine) 2025-08-25T14:56Z 94.7K followers, 8324 engagements


"Interactive Brokers $IBKR will join S&P XXX on Aug XX replacing Walgreens Boots Alliance $WBA"  
[X Link](https://x.com/wallstengine/status/1960107364113404188) [@wallstengine](/creator/x/wallstengine) 2025-08-25T22:29Z 94.6K followers, 19.2K 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 94.6K followers, 10.2K 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


"Perion $PERI has been added to the list of Walmart $WMT Connect advertising partners today"  
[X Link](https://x.com/wallstengine/status/1963270175609757947) [@wallstengine](/creator/x/wallstengine) 2025-09-03T15:57Z 94.5K followers, 7132 engagements


"$CRM Salesforce Q226 Earnings Highlights 🔹 Revenue: $10.20B (Est. $10.14B) 🟢; UP +10% YoY 🔹 Adj. EPS: $XXXX (Est. $2.84$2.86) 🟢; UP +14% YoY 🔹 Added $20B to buyback program (total $50B authorized) Q3 Guidance 🔹 Revenue: $10.24B$10.29B (Est. $10.24B) 🟢; UP +89% YoY 🔹 EPS: $1.60$1.62 🔹 Adj. EPS: $2.84$2.86 🟢 🔹 Operating Margin: XXXX% 🔹 Adj. Operating Margin: XXXX% FY26 Guidance 🔹 Revenue: $41.1B$41.3B; UP +8.59% YoY 🔹 EPS: $6.99$7.03 🔹 Adj. EPS: $11.33$11.37 🔹 Operating Margin: XXXX% 🔹 Adj. Operating Margin: XXXX% 🔹 Operating Cash Flow Growth: +1213% YoY Other Q2 Metrics: 🔹"  
[X Link](https://x.com/wallstengine/status/1963332427851747473) [@wallstengine](/creator/x/wallstengine) 2025-09-03T20:05Z 94.6K followers, 36K engagements


"Apple $AAPL wraps up AirPods Pro 3: $XXX preorder today ships Sept XX Battery: X hrs w/ ANC XX hrs in hearing aid mode Apple calls it the best ANC in any earbuds"  
[X Link](https://x.com/wallstengine/status/1965463823730819429) [@wallstengine](/creator/x/wallstengine) 2025-09-09T17:14Z 94.7K followers, 11.5K engagements


"$JBL Jabil Q425 Earnings highlight: 🔹 Net Revenue: $8.25B (Est. $7.59B) 🟢 🔹 Core EPS: $XXXX (Est. $2.92) 🟢 🔹 Core Operating Profit: $519M (Est. $462.9M) 🟢 Q1'26 Forecast: 🔹 Net Revenue: $7.7B$8.3B (Est. $7.52B) 🟢 🔹 Core EPS: $2.47$2.87 (Est. $2.40) 🟢 🔹 Core Operating Profit: $400M$460M (Est. $390.2M) 🟢 FY26 Forecast: 🔹 Net Revenue: $31.3B (Est. $30.96B) 🟢 🔹 Core EPS: $XXXXX (Est. $10.83) 🟢 🔹 Core Operating Margin: XXX% (Est. 5.63%) 🟡 🔹 Adjusted Free Cash Flow: At least $1.3B Commentary: 🔸 Strength in AI-driven demand across capital equipment data centers and networking"  
[X Link](https://x.com/wallstengine/status/1971176790627352867) [@wallstengine](/creator/x/wallstengine) 2025-09-25T11:35Z 94.6K followers, 8133 engagements


"Rosenblatt Upgrades $CIEN to Buy from Neutral PT $XXX Analyst comments: "We are upgrading CIEN to Buy on the Scale Across opportunity to network multiple AI data centers into clusters. So far Ciena has won one such deal with a hyperscaler to connect two 100000 GPU data centers 100km apart using WaveLogic X Nano 800G ZR pluggables. This customer is installing XX petabytes of capacity and is driving Ciena's development of multi-rail amplifiers that dramatically reduce the space (-98%) and power (-30%) of amplifier huts when hundreds of fiber pairs are simultaneously lit. We estimate the"  
[X Link](https://x.com/wallstengine/status/1971526815836426349) [@wallstengine](/creator/x/wallstengine) 2025-09-26T10:46Z 94.7K followers, 8168 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 94.6K followers, 75.2K 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


"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


"Berkshire Hathaway is reportedly close to a $10B deal to buy Occidentals petrochemical unit OxyChem in what would be Buffetts biggest purchase since Alleghany in 2022. - WSJ"  
[X Link](https://x.com/wallstengine/status/1973113875911553504) [@wallstengine](/creator/x/wallstengine) 2025-09-30T19:53Z 94.5K followers, 16.3K 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


"AI data analytics startup Dataiku has picked banks for its planned U.S. IPO with Morgan Stanley and Citigroup among those working on the deal"  
[X Link](https://x.com/wallstengine/status/1973433820176421194) [@wallstengine](/creator/x/wallstengine) 2025-10-01T17:04Z 94.5K followers, 7125 engagements


"$KKR CONSIDERING $7B SALE OF STAKE IN CANADA'S PEMBINA GAS INFRASTRUCTURE - REUTERS"  
[X Link](https://x.com/wallstengine/status/1973464600604712989) [@wallstengine](/creator/x/wallstengine) 2025-10-01T19:06Z 94.5K followers, 8221 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


"$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


"NATURAL GAS INVENTORY +53 BCF VS +66 BCF EXPECTED $UNG $AR $CRK"  
[X Link](https://x.com/wallstengine/status/1973758337486631081) [@wallstengine](/creator/x/wallstengine) 2025-10-02T14:33Z 94.6K followers, 8088 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 94.6K followers, 11.4K 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


"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


"UPCOMING KEY EVENTS WEEK OF OCT X 2025 Mon: $STZ $AEHR Wed: FOMC Minutes Thu: $PEP $DAL $TLRY $APLD $LEVI Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game"  
[X Link](https://x.com/wallstengine/status/1974467247625089055) [@wallstengine](/creator/x/wallstengine) 2025-10-04T13:30Z 94.5K followers, 10.1K 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 94.6K followers, 11.5K engagements


"Galaxy Digital $GLXY has launched GalaxyOne a new platform for U.S. investors that combines cash yields crypto trading and stock brokerage in one place. The app offers X% APY on deposits with FDIC insurance X% APY on premium yield notes for accredited investors crypto trading in bitcoin ethereum and solana and commission-free trading of over 2000 U.S. stocks and ETFs. CEO Mike Novogratz says Galaxy is bringing its institutional infrastructure to individuals with this launch"  
[X Link](https://x.com/wallstengine/status/1975165660838633504) [@wallstengine](/creator/x/wallstengine) 2025-10-06T11:46Z 94.6K followers, 20K 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


"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 94.6K followers, 11.4K engagements


"ORACLE $ORCL LOST NEARLY $XXX MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER: THE INFORMATION"  
[X Link](https://x.com/wallstengine/status/1975577357852549537) [@wallstengine](/creator/x/wallstengine) 2025-10-07T15:02Z 94.5K followers, 123.2K 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


"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


"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 94.7K followers, 17.3K engagements


"REPORT OF ORACLE $ORCL CHIP RENTAL LOSSES OFF BASE - FOX BUSINESS"  
[X Link](https://x.com/wallstengine/status/1975638647862140955) [@wallstengine](/creator/x/wallstengine) 2025-10-07T19:05Z 94.5K followers, 38.4K engagements


"Bullish $BLSH September metrics: Trading volume $39.6B (vs. $48.8B in Aug) Avg spreads narrowed to XXXX bps (from 2.25) $BTC vol XX% (28% prior) $ETH vol XX% (60% prior)"  
[X Link](https://x.com/wallstengine/status/1975679283432488998) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:47Z 94.7K followers, 11.3K engagements


"ABB TO SELL ROBOTICS UNIT TO SOFTBANK FOR ENT. VALUE OF $XXXXX BLN"  
[X Link](https://x.com/wallstengine/status/1975838110086058117) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:18Z 94.5K followers, 11.9K engagements


"B.Riley Downgrades $KTOS to Neutral from Buy Raises PT to $XXX from $XX Analyst comments: "We are increasing our Kratos price target from $XX to $XXX but are downgrading the stock from Buy to Neutral as we believe valuation is becoming stretched. This is less about the probable net present value of future free cash flow and more tied to escalating multiples among high-flying defense technology peers both public and private. Our updated Space & Defense Technologies Comps Analysis shows a broad public peer group trading at an average of 10x FY26 EV/Revenue and a 72x EV/EBITDA multiple (27x"  
[X Link](https://x.com/wallstengine/status/1975838459488047492) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:19Z 94.6K followers, 8495 engagements


"JPMorgan Downgrades $FDX to Neutral from Overweight Lowers PT to $XXX from $XXX Analyst comments: "We are downgrading FedEx (FDX) to Neutral following recent channel checks across the less-than-truckload (LTL) industry which suggest a lower valuation multiple is warranted for the Freight segment in our sum-of-the-parts (SoTP) analysis. We are increasingly concerned that the full-year EPS guidance is at risk as it already assumes a rebound in Freight fundamentals. The high cost of separating the Freight segment and its recent operational underperformance are likely to pressure the LTL multiple"  
[X Link](https://x.com/wallstengine/status/1975845257506918842) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:46Z 94.5K followers, 7705 engagements


"HSBC Downgrades $INTC to Reduce from Hold Raises PT to $XX from $XXXXX Analyst comments: "Intel has recently announced three major deals that have driven a significant re-rating of the stock: X. SoftBank investing USD X billion; X. The U.S. administration investing USD XXXX billion for a XXX% equity stake; and X. NVIDIA investing USD X billion for an approximately X% stake. Although these deals were executed at a discount to market price Intels stock has risen XX% since the first announcement in August. We expect additional deal announcements that could drive further short-term re-rating."  
[X Link](https://x.com/wallstengine/status/1975845323089084668) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:46Z 94.5K followers, 24.4K 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


"Wells Fargo: 'We continue to see a XX basis point cut at both the October and December FOMC meeting'. "On Oct. X the federal government shut down as Congress failed to enact a bill to fund the government past September. As we went to print the shutdown continued with a reopening date still uncertain. The federal government will eventually reopen and a flood of new economic data will follow but a data blackout clouds the outlook in the interim. For now we have upgraded our real GDP growth forecast modestly and left our forecast for the fed funds rate unchanged. We continue to see a XX basis"  
[X Link](https://x.com/wallstengine/status/1975864779131564470) [@wallstengine](/creator/x/wallstengine) 2025-10-08T10:04Z 94.6K followers, 8927 engagements


"$AMZN is bringing pharmacy directly into the doctors office Starting Dec. 2025 Amazon Pharmacy Kiosks will launch at select One Medical locations in Los Angeles letting patients pick up prescriptions within minutes of their appointment instead of making a separate trip. $CVS"  
[X Link](https://x.com/wallstengine/status/1975865807986209275) [@wallstengine](/creator/x/wallstengine) 2025-10-08T10:08Z 94.5K followers, 18.8K engagements


"$ASTS has signed a commercial deal with Verizon $VZ to launch space-based cellular service in 2026. The service will connect standard smartphones directly to satellites using Verizons XXX MHz spectrum with successful voice video and messaging tests already completed"  
[X Link](https://x.com/wallstengine/status/1975887258810208587) [@wallstengine](/creator/x/wallstengine) 2025-10-08T11:33Z 94.6K followers, 29.6K engagements


"CIRCULAR FINANCING IS FUELING THE AI BOOM"  
[X Link](https://x.com/wallstengine/status/1975976942542389400) [@wallstengine](/creator/x/wallstengine) 2025-10-08T17:29Z 94.7K followers, 27.9K 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 94.7K followers, 8242 engagements


"FOMC MINUTES: MOST SAID LIKELY APPROPRIATE TO EASE POLICY MORE THIS YEAR THERE MAY HAVE BEEN MORE SUPPORT FOR NO CUT THAN FOR A HALF POINT CUT. DOWNSIDE RISKS TO EMPLOYMENT ELEVATED AND HAVE RISEN NOTHING THAT INDICATED NEAR-TERM URGENCY TO CHANGE BALANCE SHEET RUNOFF"  
[X Link](https://x.com/wallstengine/status/1975985596842770493) [@wallstengine](/creator/x/wallstengine) 2025-10-08T18:04Z 94.6K followers, 34.4K engagements


"AI data centers could lift U.S. natural gas demand by up to XX% by 2030. Bloomberg Intelligence projects AI-linked demand could add XX Bcf/day with XXX Bcf/day most likely"  
[X Link](https://x.com/wallstengine/status/1976000022706561062) [@wallstengine](/creator/x/wallstengine) 2025-10-08T19:01Z 94.6K followers, 19.8K engagements


"Ford $F To Shut Down F-150 Lightning Plant In Michigan Next Week Due To Aluminum Factory Fire Union Official Says - Reuters"  
[X Link](https://x.com/wallstengine/status/1976001695353045320) [@wallstengine](/creator/x/wallstengine) 2025-10-08T19:08Z 94.6K followers, 9239 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


"$MSFT is developing its own AI models to reduce reliance on OpenAI and strengthen its Copilot ecosystem. Microsofts AI division led by Mustafa Suleyman has expanded staffing and aims to train in-house models capable of replacing OpenAI workloads over time. Source: WSJ"  
[X Link](https://x.com/wallstengine/status/1976064656281305561) [@wallstengine](/creator/x/wallstengine) 2025-10-08T23:18Z 94.6K followers, 24.1K 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 94.6K followers, 11.4K 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


"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 94.6K followers, 8199 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


"$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


"$GAP announced a multi-year partnership with Google Cloud to integrate Gemini Vertex AI and BigQuery across its brands (Old Navy Gap Banana Republic and Athleta) The deal aims to accelerate product design pricing and planning through AI tools deliver hyper-personalized shopping experiences and empower employees with AI-driven decision support. CTO Sven Gerjets said the goal is to bring AI to life across our business empowering teams and delivering for customers faster and with greater personalization than ever"  
[X Link](https://x.com/wallstengine/status/1976258811133415850) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:09Z 94.6K followers, 12.6K engagements


"PEPSICO $PEP CHIEF EXECUTIVE ANNOUNCES PLAN TO BRING BACK GATORADE IN THE U.S. AND WORLDWIDE LATER THIS YEAR"  
[X Link](https://x.com/wallstengine/status/1976263638504833526) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:29Z 94.6K followers, 18K engagements


"PEPSICO $PEP CEO BELIEVES NORTH AMERICAN BEVERAGES BUSINESS WILL BOOST PROFITS IN FOURTH QUARTER"  
[X Link](https://x.com/wallstengine/status/1976266038779183428) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:38Z 94.6K followers, 8579 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


"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 94.7K followers, 25.9K engagements


"Baytex Energy $BTE is exploring a potential $X billion sale of its U.S. operations in the Eagle Ford shale of South Texas according to Bloomberg"  
[X Link](https://x.com/wallstengine/status/1976318032378237172) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:05Z 94.7K followers, 7353 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


"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


"Citizens analyst Andrew Boone said Reddit $RDDT is proving to be an effective platform for long-consideration purchases noting that new data from Kantar shows Reddit users often come to research products or services about XX% of queries carry commercial intent and roughly XX% of content has a commercial angle. Boone added that advertisers have materially underinvested in Reddit so far creating a clear opportunity for the platform to capture more ad budgets as brands realize its influence in consumer decision-making"  
[X Link](https://x.com/wallstengine/status/1976572101717836135) [@wallstengine](/creator/x/wallstengine) 2025-10-10T08:54Z 94.6K followers, 11.2K 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 94.6K followers, 13K engagements


"CoreWeave insiders and early investors have cashed out more than $X billion since the IPO in March. Insiders hassold about $X billion after the lockup lifted in August while lead investor Magnetar trimmed $XXX billion but still holds over 20%. Seven of the ten biggest insider sellers last quarter came from AI companies. Interesting"  
[X Link](https://x.com/wallstengine/status/1976654464019833282) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:22Z 94.6K followers, 24.5K engagements


"$GM is bringing back the Chevrolet Bolt for the 2027 model year after ending production in 2023. The new Bolt will start at $29990 ship in early 2025 and deliver an estimated 255-mile range per charge. Itll also be the first Chevy EV with a native NACS charging port and offer features like Super Cruise and new interior tech. GM expects the Bolt and Equinox EV to drive most of Chevys EV sales in 2026"  
[X Link](https://x.com/wallstengine/status/1976657776945647708) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:35Z 94.6K followers, 9649 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 94.6K followers, 20.9K 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


"$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 94.7K followers, 12.7K 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 94.6K followers, 13.7K 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


"Palmer Luckey on Anduril IPO: Were on a path to IPO. In the low single-digit years. We want to either be profitable across the business or very close to it with a clear trend that its going to happen. No more toss it in the bin no need to do paperwork"  
[X Link](https://x.com/wallstengine/status/1976903632919601639) [@wallstengine](/creator/x/wallstengine) 2025-10-11T06:52Z 94.5K followers, 86.9K 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


"Today's Key Events (All ET) 10/13/2025 08:00: OPEC Monthly Report (Tentative) 12:55: Fed's Paulson Before Open 👇 06:50: Fastenal $FAST"  
[X Link](https://x.com/wallstengine/status/1977649564078502081) [@wallstengine](/creator/x/wallstengine) 2025-10-13T08:16Z 94.5K followers, 11.6K engagements


"Goldman Sachs Downgrades $PYPL to Sell from Neutral Sets PT at $XX Analyst comments: "We are downgrading shares of PYPL to Sell with a $XX price target. We believe PYPL faces several Transaction Margin headwinds next year including: 1) continued interest rate headwinds; 2) lapping of the reacceleration of their credit products; and 3) the lapping of targeted repricing benefits in Braintree. Additionally we see less line of sight for branded checkout re-acceleration in the near term given softer trends in Germany tariff/de minimis-related disruptions in the U.S. and ongoing competition versus"  
[X Link](https://x.com/wallstengine/status/1977657392943841304) [@wallstengine](/creator/x/wallstengine) 2025-10-13T08:47Z 94.7K followers, 79K 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 94.7K followers, 8173 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


"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 94.6K followers, 25.9K engagements


"Bank of Americas Michael Hartnett said GOLD could climb to $6000 by next spring if the current rally follows past bull market patterns. "There are still very few long-term investors betting on gold. Based on BofA data gold represents only XXX% of personal assets and XXX% of institutional portfolios among clients as of now. Hartnett pointed to potential catalysts for a devalue trade including an early Fed chair nomination stimulus measures and asset-bubble-style policies like Argentinas recent bailout. He drew parallels to the 1934 and 1973 gold revaluations both of which followed major"  
[X Link](https://x.com/wallstengine/status/1977692108216492442) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:05Z 94.5K followers, 20.9K 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 94.6K followers, 41.5K 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


"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


"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 94.7K followers, 14K 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


"$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 94.7K followers, 19.7K engagements


"$GM will take a $1.6B charge in Q3 to realign its EV production strategy amid weaker demand and policy shifts. The charge includes $1.2B in non-cash impairments and $0.4B in contract cancellations as GM reassesses its EV and battery investments citing slower adoption after U.S. tax credit cuts"  
[X Link](https://x.com/wallstengine/status/1978043404551585904) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:21Z 94.6K followers, 9815 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 94.7K followers, 14.8K 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


"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 94.6K followers, 9584 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 94.7K followers, 9458 engagements


"$MSFT TO RENT NSCALE DATA CENTER CAPACITY IN PORTUGAL Microsoft will rent capacity from Nscale at the Start Campus data center in Sines Portugal as it expands AI infrastructure across Europe. The site will deploy 12600 Nvidia Blackwell Ultra GB300 GPUs and is set to go live in early 2026 according to Bloomberg. The move follows Microsofts earlier Nscale deals in Norway and the UK part of its strategy to secure neocloud partnerships amid rising AI compute demand. Nscale recently raised $1.1B adding another $433M days later after announcing partnerships with Nvidia and OpenAI. The Sines campus"  
[X Link](https://x.com/wallstengine/status/1978120003208843757) [@wallstengine](/creator/x/wallstengine) 2025-10-14T15:25Z 94.6K followers, 17.4K engagements


"SPOTIFY AND NETFLIX STRIKE VIDEO PODCAST DEAL $SPOT will bring video podcasts from Spotify Studios and The Ringer to $NFLX starting early 2026 expanding its reach beyond audio. The lineup includes popular sports shows like The Bill Simmons Podcast and The Zach Lowe Show plus culture lifestyle and true crime titles. Netflix says the move helps merge video and podcast audiences while Spotify called it a new chapter for podcasting that broadens discovery for creators. The partnership will roll out first in the U.S. with more markets to follow"  
[X Link](https://x.com/wallstengine/status/1978159525997007351) [@wallstengine](/creator/x/wallstengine) 2025-10-14T18:02Z 94.6K followers, 19.8K 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 94.7K followers, 49.3K 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 94.7K followers, 12.3K engagements


"Walmart $WMT US CEO John Furner said we see a resilient customer that makes really smart choices for whats right for them and their families at the time theyre shopping. Shoppers are being selective but consistent in their spending and that Walmart will offer more discounts this fall to keep value strong amid tariff-related price pressures. Furner added This is a very strong economy were operating in.""  
[X Link](https://x.com/wallstengine/status/1978492330635342075) [@wallstengine](/creator/x/wallstengine) 2025-10-15T16:05Z 94.5K followers, 10.7K engagements


"TRUMP: WE'RE IN A TRADE WAR WITH CHINA"  
[X Link](https://x.com/wallstengine/status/1978558373843882027) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:27Z 94.5K followers, 42.3K engagements


"SALESFORCE $CRM SEES REVENUE GROWTH TO ACCELERATE IN 12-18 MONTHS"  
[X Link](https://x.com/wallstengine/status/1978579155206713582) [@wallstengine](/creator/x/wallstengine) 2025-10-15T21:50Z 94.5K followers, 7621 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


"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 94.7K followers, 59.7K engagements


"JPMorgan Upgrades $LVS to Overweight from Neutral Raises PT to $XX from $XX Analyst comments: "Underlying our upgrade is our more positive view on Singapore balanced by our expectation that Macau estimates are reasonably set here. We think (1) Singapore is mispriced at an implied $27/sh (11x forward EBITDA) versus our $37/sh estimate (13x forward EBITDA); we think 13x appropriately reflects MBSs asset quality and estimate upside (high-end Southeast Asia gaming play side bets/table hold); (2) theres potential upside to 3Q Singapore EBITDA estimates with 2Q showing the propertys EBITDA ceiling"  
[X Link](https://x.com/wallstengine/status/1978721789237735791) [@wallstengine](/creator/x/wallstengine) 2025-10-16T07:16Z 94.6K followers, 7800 engagements


"BofA Securities Upgrades $SE to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Sea stock has largely been range bound for the last couple of months despite improving momentum on the ground. It was also down XX% yesterday on concerns of expansion in LatAm and slower margin uptake due to investment; both things are not new in our view. Traction strong: X. Shopee/peers have taken c. 2-4% take rate increase recently; X. Shopee GMV growth is strong evident from J&T shipments and our channel checks; X. Free-Fire traction is strong in last three months as per Sensor Tower; and 4."  
[X Link](https://x.com/wallstengine/status/1978756399435067527) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:34Z 94.6K followers, 11.4K 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


"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 94.7K followers, 67.2K 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


"CoreWeave $CRWV launched AI Object Storage a fully managed data platform built for AI workloads. Powered by its LOTA tech it offers local-like performance global data access with zero egress fees and claims over XX% lower storage costs for developers"  
[X Link](https://x.com/wallstengine/status/1978775457500688487) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:50Z 94.5K followers, 12.7K engagements


"UBS raised Microns $MU target to $XXX seeing memory shortages deepening. Citi called DRAM demand unprecedented lifted its target to $XXX and now models XX% gross margins with EPS topping $XX nearly double its prior view"  
[X Link](https://x.com/wallstengine/status/1978776753234416068) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:55Z 94.6K followers, 16K 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 94.7K followers, 8207 engagements


"$JACK in the Box will sell Del Taco to Yadav Enterprises for $115M cash after buying it in 2021 for $575M incl. debt roughly an XX% haircut. Proceeds go to repay 2019-1 A-2-II notes as JACK refocuses on its core brand"  
[X Link](https://x.com/wallstengine/status/1978783404234506585) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:21Z 94.5K followers, 7817 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


"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


"$GOOGL HITS FRESH ALL TIME HIGH"  
[X Link](https://x.com/wallstengine/status/1978819818884059496) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:46Z 94.7K followers, 61.8K 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 94.7K followers, 17K engagements


"TRUMP PUTIN TO SPEAK TODAY: WHITE HOUSE OFFICIAL"  
[X Link](https://x.com/wallstengine/status/1978831461110215048) [@wallstengine](/creator/x/wallstengine) 2025-10-16T14:32Z 94.5K followers, 13.6K engagements


"U.S. homebuilder confidence climbed to XX in October its HIGHEST level since April according to the NAHB/Wells Fargo Housing Market Index up from XX in September and above economist expectations of XX. XX% of builders cut prices averaging a X% reduction the largest in a year while XX% used incentives to attract buyers. NAHB estimates single-family building permits rebounded about X% in September suggesting construction activity may be stabilizing after recent declines"  
[X Link](https://x.com/wallstengine/status/1978840721894293663) [@wallstengine](/creator/x/wallstengine) 2025-10-16T15:09Z 94.6K followers, 10K 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


"EAs Battlefield X is off to a strong start selling over X million copies in its first 3days the best launch in franchise history Since its Oct XX debut players have logged 172M matches & more than 15M hours watched online making it EAs most successful FPS release to date"  
[X Link](https://x.com/wallstengine/status/1978864403651952759) [@wallstengine](/creator/x/wallstengine) 2025-10-16T16:43Z 94.6K followers, 10.4K engagements


"Brighthouse Financial $BHF is reportedly in advanced talks with Sixth Street and its insurance arm Talcott Financial on a potential sale valued around $XX per share according to Reuters sources. The deal would value Brighthouse at roughly $XXX Billion"  
[X Link](https://x.com/wallstengine/status/1978869382634737930) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:03Z 94.7K followers, 9063 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 94.7K 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 94.7K followers, 11.1K 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 2023"  
[X Link](https://x.com/wallstengine/status/1978889777723191559) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:24Z 94.5K followers, 4551 engagements


"$CSX Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.43) 🟢 🔹 Revenue: $3.59B (Est. $3.59B) 🟡; -X% YoY 🔹 Adj. OI: $1.25B 🔹 Adj. OM: XXXX% 🔹 Adj. Net Earnings: $818M Other Metrics 🔹 Volume: 1.61M units; UP +1% YoY; UP +2% QoQ 🔹 Goodwill Impairment (non-cash): $164M (adds XXX pts to margin impact) 🔹 Restructuring /Severance /Advisory: $35M ($0.01/share impact) CEO Commentary 🔸 Network is operating well; we see opportunities to leverage operational strength for long-term profitable growth"  
[X Link](https://x.com/wallstengine/status/1978915776569446676) [@wallstengine](/creator/x/wallstengine) 2025-10-16T20:07Z 94.6K followers, 10.9K engagements


"TRUMP: GLP WEIGHT LOSS DRUGS NOT NEGOTIATED YET BUT THEY WILL BE $LLY $NVO"  
[X Link](https://x.com/wallstengine/status/1978922192759914810) [@wallstengine](/creator/x/wallstengine) 2025-10-16T20:33Z 94.5K followers, 25K 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 94.7K followers, 7391 engagements


"Today's Key Events (All EST) 05/28/2025 04:00: Fed's Kashkari 07:00: US MBA Mortgage Applications 08:55: US Redbook YoY 10:00: Richmond Fed Comp. Index 13:00: US 5-Year Note Auction 14:00: FOMC Meeting Minutes Before Open 👇 05:45: $VNET 06:45: Capri Holdings $CPRI 06:55: Macy's $M 07:00: DICK'S Sporting Goods $DKS 07:00: Photronics $PLAB 07:30: Abercrombie & Fitch $ANF 07:30: $MNRO Before Open: Columbus McKinnon $CMCO After Hours 👇 04:00: Salesforce $CRM 04:00: Nutanix $NTNX 04:05: $AI 04:05: e.l.f. Beauty $ELF 04:05: Pure Storage $PSTG 04:05: SentinelOne $S 04:05: Veeva Systems $VEEV"  
[X Link](https://x.com/wallstengine/status/1927610759766331411) [@wallstengine](/creator/x/wallstengine) 2025-05-28T06:19Z 94.7K followers, 6973 engagements


"$FFIV F5 Inc. Q3'25 Earnings Highlights 🔹 Revenue: $780.4M (Est. $752.2M) 🟢; +12% YoY 🔹 Adj. EPS: $XXXX (Est. $3.50) 🟢; +24% YoY 🔹 Net Income: $243.2M (Est. $204.3M) 🟢; +22% YoY FY25 Outlook (Raised): 🟢 🔹 Revenue Growth: +9% YoY (Prior: +6.5% to +7.5%) 🔹 Adj. EPS Growth: +14% to +15% YoY (Prior: +8% to +10%) Q4 Guidance: 🔹 Revenue: $780M$800M (Est. $777.5M) 🟢 🔹 Adj. EPS: $3.87$3.99 (Est. $3.82) 🟢 Segment Revenue: 🔹 Product: $388.8M (Est. $353.9M) 🟢; +26% YoY 🔹 Systems: +39% YoY 🔹 Software: +16% YoY 🔹 Service: $391.5M (Est. $397.4M) 🔴; +1.2% YoY CEO Commentary: 🔸 Q3 revenue"  
[X Link](https://x.com/wallstengine/status/1950658837150863715) [@wallstengine](/creator/x/wallstengine) 2025-07-30T20:44Z 94.7K followers, 7053 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 94.7K followers, 7713 engagements


"$EXPE Expedia Q225 Earnings Highlights 🔹 Revenue: $3.79B (Est. $3.70B) 🟢; UP +6% YoY 🔹 Adj. EPS: $XXXX (Est. $3.96) 🟢; UP +21% YoY FY25 Guidance (Raised) 🔹 Gross Bookings: +5% to +7% (Prior: X% to 5%) 🟢 🔹 Revenue Growth: +4% to +6% (Prior: X% to 5%) 🟢 🔹 FY EBITDA Margin Expansion: 50100 bps Q2 Segment Performance 🔹 B2B Gross Bookings: UP +17% YoY 🔹 B2C Gross Bookings: UP +1% YoY 🔹 Lodging Gross Bookings: UP +6% YoY 🔹 Hotel Bookings: UP +8% YoY 🔹 B2B Revenue: UP +15% YoY 🔹 Advertising Revenue: UP +19% YoY Other Q2 Metrics: 🔹 Gross Bookings: $30.41B; UP +5% YoY 🔹 Booked Room"  
[X Link](https://x.com/wallstengine/status/1953548482268344535) [@wallstengine](/creator/x/wallstengine) 2025-08-07T20:07Z 94.7K followers, 10.7K engagements


"$TEAM Atlassian Q425 Earnings Highlights 🔹 Revenue: $1.38B (Est. $1.35B) 🟢; UP +22% YoY 🔹 Adj. EPS: $XXXX (Est. $0.86) 🟢; UP from $XXXX YoY 🔹 Adj. Operating Margin: XX% (Est. 22.2%) 🟢 Q126 Guidance 🔹 Revenue: $1.395B$1.403B (Est. $1.41B) 🟡 🔹 Adj. Operating Margin: XXXX% (Est. 23.4%) 🔴 🔹 Adj. Gross Margin: XXXX% (Est. 83.9%) 🟢 🔹 Cloud Revenue Growth: XXXX% YoY 🔹 Data Center Revenue Growth: X% YoY FY26 Guidance 🔹 Adj. Operating Margin: XX% (Est. 24.6%) 🟡 🔹 Adj. Gross Margin: XXXX% (Est. 84.1%) 🟢 🔹 Revenue Growth: XX% 🔹 Cloud Revenue Growth: XX% 🔹 Data Center Revenue Growth:"  
[X Link](https://x.com/wallstengine/status/1953553266761248955) [@wallstengine](/creator/x/wallstengine) 2025-08-07T20:26Z 94.7K followers, 11K engagements


"$ESTC Elastic Q1 Earnings Highlights 🔹 Revenue: $415M (Est. $397.2M) 🟢; +20% YoY 🔹 Adj EPS: $XXXX (Est. $0.42) 🟢; flat YoY FY26 Guide: 🔹 EPS: $2.29$2.35 (Est. $2.28) 🟡 🔹 Revenue: $1.68$1.69B (Est. $1.67B) 🟢 Q226 Guide: 🔹 EPS: $0.56$0.58 (Est. $0.42) 🟢 🔹 Revenue: $415417M (Est. $397.3M) 🟢 Other Q1 Metrics: 🔹 Subscription Revenue: $389M; UP +20% YoY 🔹 Sales-led Subscription Revenue: $339M; UP +22% YoY 🔹 Elastic Cloud Revenue: $196M; UP +24% YoY 🔹 Adj Operating Income: $65M (margin 16%) 🔹 Operating Cash Flow: $105M; Adjusted FCF: $116M 🔹 Customers $100K ACV: 1550+ (vs 1510 Q425"  
[X Link](https://x.com/wallstengine/status/1961162383315046887) [@wallstengine](/creator/x/wallstengine) 2025-08-28T20:22Z 94.7K followers, 11.4K engagements


"Goldman Sachs added Cadence Design Systems $CDNS Valero Energy $VLO McDonald's $MCD and Walmart $WMT to its September Director's Cut conviction list for US stocks. The investment bank removed Viper Energy Insmed Alaska Air Group and Air Lease from the list"  
[X Link](https://x.com/wallstengine/status/1963170733699584483) [@wallstengine](/creator/x/wallstengine) 2025-09-03T09:22Z 94.7K followers, 8319 engagements


"$DLTR Dollar Tree Q2'25 Earnings Highlights: 🔹 Revenue: $4.60B (Est. $4.47B) 🟢; UP +12.3% YoY 🔹 Adj EPS: $XXXX (Est. $0.40) 🟢; includes $XXXX timing benefit from tariffs Guidance (FY26): 🔹 Revenue: $19.3B$19.5B (Est. $19.15B) 🟢 🔹 Adj EPS: $5.32$5.72 (Est. $5.47) 🟡 🔹 Same-Store Sales Growth: 4%6% Other Q2 Metrics: 🔹 Same-Store Sales: +6.5% (Traffic +3.0% Ticket +3.4%) 🔹 Operating Income: $231M (Adj: $236M); Margin XXX% (Adj: 5.2%) 🔹 Net Income: $156M; Diluted EPS: $XXXX 🔹 Gross Margin: XXXX% (UP +20 bps YoY) Other Highlights: 🔹 Completed sale of Family Dollar (July 2025); now a"  
[X Link](https://x.com/wallstengine/status/1963192703191273983) [@wallstengine](/creator/x/wallstengine) 2025-09-03T10:49Z 94.7K followers, 7728 engagements


"$DOCU Docusign Q2'26 Earnings Highlights 🔹 Revenue: $800.6M (Est. $779.78M) 🟢; +9% YoY 🔹 Adj EPS: $XXXX (Est. $0.85) 🟢; -X% YoY Guidance: 🔹 Q3 Revenue: $804M$808M (Est. $794M) 🟢; UP +7% YoY 🔹 FY26 Revenue: $3.19B$3.20B (Est. $3.16B) 🟢; UP +7% YoY Other Metrics: 🔹 Subscription Revenue: $784.4M; UP +9% YoY 🔹 Professional Services & Other: $16.2M; DOWN -XX% YoY 🔹 Billings: $818M; UP +13% YoY 🔹 Gross Margin: XXXX% GAAP vs XXXX% Non-GAAP (flat YoY) 🔹 Net Cash From Ops: $246.1M vs $220.2M LY 🔹 Free Cash Flow: $217.6M vs $197.9M LY 🔹 Share Repurchases: $201.5M 🔹 Cash & Investments:"  
[X Link](https://x.com/wallstengine/status/1963697040258470303) [@wallstengine](/creator/x/wallstengine) 2025-09-04T20:13Z 94.7K followers, 10.9K engagements


"Starbucks $SBUX has shortlisted Boyu Capital Carlyle Group EQT and HongShan (formerly Sequoia China) as final bidders for a controlling stake in its China business Reuters reports. Binding offers are due early October with a deal expected by the end of the month"  
[X Link](https://x.com/wallstengine/status/1966043243604484098) [@wallstengine](/creator/x/wallstengine) 2025-09-11T07:36Z 94.7K followers, 10.6K engagements


"TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX"  
[X Link](https://x.com/wallstengine/status/1970503954980315153) [@wallstengine](/creator/x/wallstengine) 2025-09-23T15:02Z 94.7K followers, 16.5K engagements


"Alibaba $BABA CEO Eddie Wu at the 2025 APSARA Conference: AGI isnt the end point its the starting point. He said AI will push beyond AGI into ASI (super artificial intelligence) that can self-evolve and surpass human intelligence solving problems from medicine to climate. Wu added: LLM will be the next operating system Qwen the next Android AI Cloud the next computer and token the next electricity"  
[X Link](https://x.com/wallstengine/status/1970750739405328887) [@wallstengine](/creator/x/wallstengine) 2025-09-24T07:22Z 94.7K followers, 52.4K engagements


"Comstock $CHCI signed a deal to buy a 400+ unit multifamily complex in Rockville MD with closing expected in Q4 2025. The acquisition through its Institutional Venture Platform marks its first since the pandemic and adds to its BLVD properties along the I-270 corridor"  
[X Link](https://x.com/wallstengine/status/1970844434204926004) [@wallstengine](/creator/x/wallstengine) 2025-09-24T13:35Z 94.7K followers, 7347 engagements


"BTIG downgrades $CART to Neutral citing intensifying competition from Amazon DoorDash $DASH & Uber The firm noted that more than XX% of Instacart's grocery order volume partners have recently signed deals with rivals raising doubts about the sustainability of growth & margins"  
[X Link](https://x.com/wallstengine/status/1972983766777004201) [@wallstengine](/creator/x/wallstengine) 2025-09-30T11:16Z 94.7K followers, 7106 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 94.7K followers, 26.7K engagements


"$STZ Constellation Brands Q226 Earnings Highlights 🔹 Revenue: $2.48B (Est. $2.51B) 🔴; -XX% YoY 🔹 EPS: $XXXX (Est. $3.48) 🟢; -XX% YoY FY26 Guidance 🔹 EPS (comparable): $11.30$11.60 (Est. $1.44) 🟢 🔹 Operating Cash Flow: $2.5$2.6B 🔹 Free Cash Flow: $1.3$1.4B 🔹 Capex: $1.2B (incl. $1.0B for Mexico beer operations) Q2 Segment Beer (U.S.) 🔹 Net Sales: DOWN -X% YoY; Shipments: DOWN -XXX% YoY; Depletions: DOWN -XXX% YoY 🔹 Operating Margin: 40.6%; DOWN -XXX bps YoY 🔹 Brand notes: Modelo Especial (#1 in dollar sales); Corona Extra top-5; Pacifico UP nearly +14% YoY depletions; Victoria UP"  
[X Link](https://x.com/wallstengine/status/1975293792472473800) [@wallstengine](/creator/x/wallstengine) 2025-10-06T20:15Z 94.7K followers, 10.1K engagements


"Jefferies Downgrades $DLTR to Underperform from Hold Lowers PT to $XX from $XXX Analyst comments: "We downgrade Dollar Tree to Underperform as inflation management decisions and tariffs have turned a simple business model into a complex one. Pricing analyses competitive overlap and channel check observations reinforce mounting execution risk and margin pressure. As we head into the upcoming Investor Day risk/reward appears unfavorable and we outline a potential EPS downside case of $X in 2026 versus the Streets $XXXX. PT to $70." Analyst: Corey Tarlowe"  
[X Link](https://x.com/wallstengine/status/1975452089187811596) [@wallstengine](/creator/x/wallstengine) 2025-10-07T06:44Z 94.7K followers, 11.2K 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 94.7K followers, 29.9K engagements


"$JOBY plans to raise $500M through a public stock offering with underwriters granted an option for another $75M. Proceeds will go toward certification manufacturing and preparing its electric air taxi business for commercial launch"  
[X Link](https://x.com/wallstengine/status/1975677410637967778) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:39Z 94.7K followers, 11K engagements


"Canopy Growth $CGC is converting its DOJA facility in Kelowna to medical-only cannabis cultivation. The site will now exclusively supply Spectrum Therapeutics patients including veterans under a micro-cultivation license. CGCis also shifting focus to medical cannabis in Canada"  
[X Link](https://x.com/wallstengine/status/1975880336056909875) [@wallstengine](/creator/x/wallstengine) 2025-10-08T11:05Z 94.7K followers, 8223 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 94.7K followers, 10.8K engagements


"Citizens Raises $HOOD PT to $XXX from $XXX - Market Outperform Analyst comments: "We see upside to estimates for HOOD into 3Q as we are modeling EPS of $XXXX compared to consensus at $XXXX and adjusted EBITDA of $748M vs. consensus of $685M. Given the strong stock move we believe the direction of earnings is fairly well known (expectation for a strong quarter) but this has been a continual 'beat-and-raise' story and we still see many aspects of earnings upside over the next couple of years that are barely in models at this point suggesting to us that momentum can continue even if not on a"  
[X Link](https://x.com/wallstengine/status/1976208920185385190) [@wallstengine](/creator/x/wallstengine) 2025-10-09T08:51Z 94.7K followers, 13.3K 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 94.7K followers, 37.7K engagements


"RAY-BAN MAKER SEES $META SMART GLASSES AS THE NEXT SMARTPHONE EssilorLuxottica CEO Francesco Milleri says glasses are poised to become the central device in peoples lives possibly replacing smartphones. The company plans to scale Ray-Ban Meta production to XX million units a year by end-2026 calling it the next big tech category. Milleri told Bloomberg that 100s of millions of smart glasses could soon be interconnected globally. FWIW The Meta partnership already brings in XXX million in 2025 revenue and Barclays sees it topping X billion by 2030"  
[X Link](https://x.com/wallstengine/status/1976219783541686630) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:34Z 94.7K followers, 50.9K engagements


"$TLRY Tilray Brands Q126 Earnings Highlights 🔹 Net Revenue: $209.5M (Est. $205M) 🟢; +5% YoY 🔹 Net Income: $1.5M; vs. $(34.7)M YoY 🔹 Adjusted Net Income: $3.9M; UP +$10.0M YoY 🔹 Adjusted EBITDA: $10.2M; UP +9% YoY 🔹 Gross Profit: $57.5M; DOWN -X% YoY 🔹 Gross Margin: XX% (vs. XX% YoY) 🔹 Cash Used in Operations: $(1.3)M; Improved +$34M YoY 🔹 Cash Balance: $264.8M 🔹 Net Debt: $4M (Net debt / TTM Adj. EBITDA 0.07x) Guidance: 🔹 Reiterates FY26 Adjusted EBITDA: $62M$72M Segment / Product Results: 🔹 Cannabis Net Revenue: $64.5M; UP +5% YoY 🔹 Canadian Adult-Use (Gross): UP +12% YoY;"  
[X Link](https://x.com/wallstengine/status/1976247497400992227) [@wallstengine](/creator/x/wallstengine) 2025-10-09T11:24Z 94.7K followers, 15.6K 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 94.7K followers, 8092 engagements


"TRUMP ON CHINA MINERAL EXPORT CONTROLS: JUST HEARD THIS. LUTNICK BESSENT WILL SORT OUT. MAYBE WILL NEED TO STOP SOME EXPORTS TO CHINA MAYBE WE WILL HAVE TO STOP IMPORTING MASSIVE AMOUNTS FROM CHINA WANT TO DISCUSS SOYBEANS WITH XI"  
[X Link](https://x.com/wallstengine/status/1976335392933904802) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:14Z 94.7K followers, 27.3K engagements


"BofA on $AMD (Buy PT $250): "Earlier today we hosted AMDs CFO Jean Hu and VP of Financial Strategy and Investor Relations Matthew Ramsay for a well-attended investor call. Key takeaways include: (1) OpenAIs first 1GW deployment remains on track to ship in 2H26 on MI450 Series racks weighted toward Q4; (2) AMD content will initially include GPUs CPUs and DPUs worth approximately $1520 billion per GW including a contra-revenue warrant impact of less than 5%; (3) content could increase over time with average selling price expansion and potential inclusion of networking components; (4) AMD will"  
[X Link](https://x.com/wallstengine/status/1976362811447017824) [@wallstengine](/creator/x/wallstengine) 2025-10-09T19:03Z 94.7K followers, 47.1K engagements


"S&P XXX $SPY FALLS XXX% AFTER TRUMP TRUTH SOCIAL POST ON CHINA"  
[X Link](https://x.com/wallstengine/status/1976678998563225677) [@wallstengine](/creator/x/wallstengine) 2025-10-10T15:59Z 94.7K followers, 21K engagements


"Senator wants CEOs of AT&T $T Verizon $VZ and T-Mobile $TMUS to disclose whether they objected to subpoenas of senators' phone data during probe of January X capitol riot - Letter"  
[X Link](https://x.com/wallstengine/status/1976702383528067293) [@wallstengine](/creator/x/wallstengine) 2025-10-10T17:32Z 94.7K followers, 10.9K engagements


"$GLXY Galaxy Digital announced a $460M strategic investment from one of the worlds leading asset managers. The deal includes 9.03M shares from Galaxy and 3.75M shares from executives (incl. CEO) at $36/share. Proceeds will fund corporate initiatives and the Helios data center buildout (133MW Phase X by 2026) expanding Galaxys AI + digital infra footprint"  
[X Link](https://x.com/wallstengine/status/1976741257499021773) [@wallstengine](/creator/x/wallstengine) 2025-10-10T20:06Z 94.7K followers, 23.6K engagements


"Bitcoin dipped below $110000 following Trumps announcement of XXX% tariffs on China triggering over $3B in crypto liquidations in the past hour"  
[X Link](https://x.com/wallstengine/status/1976760977749168547) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:25Z 94.7K followers, 17.8K 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 94.7K followers, 43K engagements


"Taylor Swift announced a six-part docuseries and a new concert film coming to Disney+ $DIS on Dec. XX. The docuseries The Eras Tour The End of an Era will give an inside look at her record-breaking world tour featuring appearances from Gracie Abrams Sabrina Carpenter Ed Sheeran and Florence Welch. Two episodes will drop every week. Alongside it Disney+ will release The Eras Tour The Final Show filmed at Swifts Vancouver tour finale marking the first time fans will see the updated setlist featuring The Tortured Poets Department songs. Swift wrote It was the End of an Era and we knew it. we"  
[X Link](https://x.com/wallstengine/status/1977713255301713980) [@wallstengine](/creator/x/wallstengine) 2025-10-13T12:29Z 94.7K followers, 20.3K 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 94.7K followers, 10.2K 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 94.7K followers, 12.5K engagements


"Grindr $GRND insiders are exploring a take-private deal after the stocks recent slide triggered a forced sale of pledged shares Semafor reports. Major shareholders Raymond Zage and James Lu who control over XX% of the company are in talks with Fortress Investment Group to secure debt financing for the buyout. Theyve discussed a price around $XX per share valuing Grindr near $X billion though terms could still change. A deal could draw national security scrutiny due to Grindrs past ownership by a Chinese firm which sold the company in 2020 following U.S. government concerns over user data"  
[X Link](https://x.com/wallstengine/status/1977768963368182174) [@wallstengine](/creator/x/wallstengine) 2025-10-13T16:10Z 94.7K followers, 30.8K 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 94.7K followers, 9289 engagements


"$DPZ Dominos Pizza Q325 Earnings Highlights 🔹 Revenue: $1.15B (Est. $1.14B) 🟢; UP +6.2% YoY 🔹 EPS: $XXXX (Est. $3.96) 🟢; DOWN -XXX% YoY 🔹 Income from Operations: $223.2M (Est. $214.5M) 🟢; UP +12.2% YoY Q3 Same-Store Metrics 🔹 U.S. Total SSS: UP +5.2% YoY (Est. +4.28%) 🟢 🔹 U.S. Franchise SSS: UP +5.3% YoY (Est. +4.31%) 🟢 🔹 U.S. Company-Owned SSS: UP +3.4% YoY (Est. +3.79%) 🔴 🔹 International SSS (ex-FX): UP +1.7% YoY (Est. +1.95%) 🔴 🔹 Global Retail Sales Growth (ex-FX): UP +6.3% YoY 🔹 Net Store Growth: +214 (U.S. +29; Intl +185) Other Q3 Metrics 🔹 Supply Chain GM: 11.3%; UP"  
[X Link](https://x.com/wallstengine/status/1978040401266446601) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:09Z 94.7K followers, 15K 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 94.7K followers, 16.7K engagements


"SALESFORCE PARTNERS WITH STRIPE OPENAI & ANTHROPIC ON AI EXPANSION $CRM announced a series of AI collaborations teaming up with Stripe and OpenAI to launch an Instant Checkout system powered by the new Agentic Commerce Protocol and expanding its partnership with Anthropic to bring Claude into Agentforce XXX for regulated sectors like finance and healthcare. The StripeOpenAI integration enables AI agents to complete purchases directly in ChatGPT using Stripes Link and other payment options. Salesforce said XX% of AI shoppers are open to having an agent buy on their behalf. Meanwhile Anthropics"  
[X Link](https://x.com/wallstengine/status/1978069350218412279) [@wallstengine](/creator/x/wallstengine) 2025-10-14T12:04Z 94.7K followers, 12.6K engagements


"$C Citigroup Q325 Earnings Highlights 🔹 Revenue: $22.09B (Est. $21.09B) 🟢 🔹 Adj EPS: $XXXX (Est. $1.90) 🟢 🔹 Net Interest Income: $14.94B (Est. $14.58B) 🟢 Segment 🔹 FICC Sales & Trading Rev: $4.02B (Est. $3.74B) 🟢 🔹 Equities Sales & Trading Rev: $1.17B (Est. $1.05B) 🟢 Other Q3 Metrics 🔹 Total Loans: $733.9B (Est. $728.15B) 🟢 🔹 Net Income: $3.8B 🔹 Provision for Credit Losses: -$236M (reserve release) 🔹 Operating Expenses: $14.3B 🔹 CET1: 13.2%; RoTCE: 8%"  
[X Link](https://x.com/wallstengine/status/1978070502007791897) [@wallstengine](/creator/x/wallstengine) 2025-10-14T12:08Z 94.7K followers, 10.6K engagements


"ORACLE TO DEPLOY 50000 $AMD AI CHIPS $ORCL will deploy 50000 AMD Instinct MI450 GPUs starting in H2 2026 marking one of the largest AMD cloud rollouts yet per CNBC. The MI450 chipsAMDs first designed for rack-scale AI systemswill power Oracles cloud infrastructure and OpenAI workloads. OpenAI already has a multiyear deal with AMD requiring 6GW of compute capacity and a five-year cloud partnership with Oracle reportedly worth up to $300B. Oracle exec Karan Batta said customers will take up AMD very well especially in inferencing.""  
[X Link](https://x.com/wallstengine/status/1978071482086699027) [@wallstengine](/creator/x/wallstengine) 2025-10-14T12:12Z 94.7K followers, 28K 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 94.7K followers, 13.5K 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 94.7K followers, 7056 engagements


"$GOOGL's Waymo will launch its driverless ride-hailing service in London next year marking its European debut and second international market after Tokyo according to Bloomberg. The Alphabet unit will begin testing a small fleet with safety drivers across a 100-square-mile area in London before a commercial rollout in 2026. Its partnering with Uber-backed Moove to manage the fleet. The UK plans to allow commercial self-driving pilots starting in 2026 when Waymo expects to offer rides directly through its own app competing with Uber and Lyft in one of the worlds biggest ride-hailing markets"  
[X Link](https://x.com/wallstengine/status/1978386450149413374) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:04Z 94.7K followers, 45.6K engagements


"UBS on $AAPL (Neutral PT $220): Wait times continue to trend flattish to lower WoW across the lineup "UBS Evidence Lab data (Access Dataset) that tracks iPhone availability across XX geographies suggests wait times for the iPhone XX lineup continue to trend flattish to lower WoW across key geographies. Based on how the data tracked last year for the iPhone XX lineup we would expect these trends to continue going forward. Notably wait times for the Pro Max ticked lower by X days WoW ex-China and are now lower on a YoY basis on average. Wait times for the Pro declined X days WoW in the US while"  
[X Link](https://x.com/wallstengine/status/1978409817166225908) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:37Z 94.7K followers, 10.1K engagements


"$PNC Financial Services Q325 Earnings Highlights 🔹 Revenue: $5.92B (Est. $5.83B) 🟢; UP +9% YoY 🔹 EPS: $XXXX (Est. $4.04) 🟢; UP +25% YoY 🔹 Net Interest Income: $3.65B; UP +7% YoY 🔹 Net Interest Margin: 2.79%; UP +15 bps YoY Other Q3 Metrics 🔹 Noninterest Income: $2.27B; UP +12% YoY 🔹 PPNR: $2.45B; UP +17% YoY 🔹 Provision for Credit Losses: $167M; DOWN -XX% QoQ 🔹 Net Charge-Offs: $179M; DOWN -XX% YoY (0.22% of avg loans) 🔹 Efficiency Ratio: XX% (improved from XX% YoY) 🔹 Avg. Loans: $325.9B; UP +2% YoY 🔹 Avg. Deposits: $431.8B; UP +2% YoY 🔹 CET1: XXXX% 🔹 TBV/Share: $107.84; UP"  
[X Link](https://x.com/wallstengine/status/1978409894962495920) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:37Z 94.7K followers, 8515 engagements


"LONE STAR AGREES TO BUY HILLENBRAND $HI FOR $32.00/SHR IN CASH"  
[X Link](https://x.com/wallstengine/status/1978432394278441004) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:06Z 94.7K followers, 8293 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 94.8K followers, 50.6K 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 94.7K 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 94.7K followers, 18.6K 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 94.7K followers, 17.2K engagements


"Wells Fargo Upgrades $TMUS to Overweight from Equal Weight Raises PT to $XXX from $XXX Analyst comments: "Relative valuation multiple premium particularly vs. T has compressed the past XX months while EBITDA and FCF/sh growth will only accelerate in 2026+ from 2025 levels (+15% FCF/sh growth from '25 to '27) while decelerating at $T/ $VZ Postpaid phone share gains should hold up even if VZ does become more promotional with underpenetrated segments (small markets / enterprise / public sector) contributing to TMUS's market-leading postpaid phone adds. Even after the T spectrum deal and assuming"  
[X Link](https://x.com/wallstengine/status/1978763501910011907) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:02Z 94.7K followers, 7704 engagements


"TD Cowen Raises $UNH PT to $XXX from $XXX - Hold Analyst comments: "We see a potentially favorable 2027 MA Advance Notice as a positive leading indicator for UnitedHealth. We see potential upside to MA margin recovery expectations for 2027 and beyond but continue to be cautious into 2026 primarily from the continued impacts from v28. We raise our PT to $XXX or 19.5x our 2026 adj EPS est. This multiple represents a 3-year median discount to the SPX. Medicare Advantage (MA) Outlook Improving Our detailed review of historical health insurance underwriting cycles and Line of Business analysis"  
[X Link](https://x.com/wallstengine/status/1978766532600865231) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:14Z 94.7K followers, 8170 engagements


"$TRV Travelers Q325 Earnings Highlights 🔹 Core EPS: $XXXX (Est. $6.29) 🟢; UP +55% YoY 🔹 Revenue: $12.47B (Est. $11.75B) 🟢; UP +5% YoY 🔹 Net Income: $1.89B; UP +50% YoY 🔹 Net Written Premiums: $11.47B; UP +1% YoY 🔹 Underlying Combined Ratio: 83.9%; Improved XXX pts YoY 🔹 Combined Ratio: 87.3%; Improved XXX pts YoY 🔹 Underlying Underwriting Income (After-tax): $1.40B; 2x YoY 🔹 Catastrophe Losses: $402M pre-tax; DOWN -XX% YoY 🔹 Net Investment Income (After-tax): $850M; UP +15% YoY 🔹 Book Value/Share: $141.72; UP +16% YoY 🔹 Adjusted Book Value/Share: $150.55; UP +15% YoY 🔹 Return on"  
[X Link](https://x.com/wallstengine/status/1978778982532501512) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:04Z 94.7K followers, 9401 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 94.7K followers, 10.8K 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 94.7K followers, 13.6K 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 94.7K followers, 16.9K engagements


"$KVUE shares fell about X% as investors reacted to reports that Johnson & Johnson faces its first U.K. lawsuits over allegations that its talc products cause cancer. J&J said Kenvue retains responsibility for any talc-related litigation outside the U.S. and Canada placing the potential liability squarely on Kenvue"  
[X Link](https://x.com/wallstengine/status/1978862977357902089) [@wallstengine](/creator/x/wallstengine) 2025-10-16T16:37Z 94.7K followers, 17K 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 94.7K followers, 12.4K engagements


"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD"  
[X Link](https://x.com/wallstengine/status/1939979451401740425) [@wallstengine](/creator/x/wallstengine) 2025-07-01T09:28Z 94.7K followers, 13.6K 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 94.7K followers, 8141 engagements


"$GRMN Garmin Ltd Q225 Earnings Highlights 🔹 Revenue: $XXXX B (Est. $XXXX B) 🟢; UP +20% YoY 🔹 Pro Forma EPS: $XXXX (Est. $1.88) 🟢; UP +37% YoY Guidance (FY25) 🔹 Pro Forma EPS Guidance: $XXXX (Est. $7.93) 🟢 🔹 Revenue Guidance: $XXXX B (Est. $XXXX B) 🟢 🔹 Gross Margin Guidance: XXXX% (Est. 58.5%) 🟡 Segment / Product Results 🔹 Fitness Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +41% YoY 🔹 Outdoor Net Sales: $XXXXX M (Est. $XXXXX M) 🔴; UP +11% YoY 🔹 Aviation Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +14% YoY 🔹 Marine Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +9.6% YoY 🔹 Auto Net"  
[X Link](https://x.com/wallstengine/status/1950522365299015749) [@wallstengine](/creator/x/wallstengine) 2025-07-30T11:42Z 94.8K followers, 9235 engagements


"$ABBV AbbVie Q2'25 Earnings Highlights 🔹 Revenue: $15.42B (Est. $15.00B) 🟢; UP +6.6% YoY 🔹 Adj. EPS: $XXXX (Est. N/A); UP +12.1% YoY 🔹 Adj. Gross Margin: XXXX% FY25 Guidance (Updated): 🔹 Adj. EPS: $11.88$12.08 ( from $11.67$11.87) 🟢 🔸 Includes -$0.55/sh impact from IPR&D and milestones Segment Revenue Immunology: 🔹 Skyrizi: $4.42B (Est. $4.03B) 🟢; UP +62.2% YoY 🔹 Rinvoq: $2.03B (Est. $1.99B) 🟢; UP +41.8% YoY 🔹 Humira: $1.18B (Est. $1.42B) 🔴; DOWN -XXXX% YoY 🔹 Total Immunology: $7.63B; UP +9.5% YoY Segment Revenue Neuroscience: 🔹 Total: $2.68B; UP +24.2% YoY 🔹 Vraylar: $900M;"  
[X Link](https://x.com/wallstengine/status/1950886465090814169) [@wallstengine](/creator/x/wallstengine) 2025-07-31T11:49Z 94.7K followers, 10.9K engagements


"Today's Key Events (All EST) 08/04/2025 10:00: US Factory Orders MoM 10:00: US Core Durable Goods Revised 10:00: US Durable Goods Before Open 👇 06:00: Waters $WAT 06:30: Freshpet $FRPT 06:30: IDEXX Laboratories $IDXX 06:45: BioNTech $BNTX 07:00: Wayfair $W 07:00: TG Therapeutics $TGTX 07:00: Axsome Therapeutics $AXSM 07:00: BioCryst Pharma $BCRX 07:00: Tower Semiconductor $TSEM 07:00: Bruker $BRKR 07:00: Hagerty $HGTY 07:30: Tyson Foods $TSN 07:30: Lindblad Expeditions $LIND 08:00: Berkshire Hathaway $BRK.B 08:00: onsemi $ON 08:00: Krystal Biotech $KRYS 08:00: Icahn Enterprises $IEP After"  
[X Link](https://x.com/wallstengine/status/1952257381012058445) [@wallstengine](/creator/x/wallstengine) 2025-08-04T06:36Z 94.7K followers, 13.2K engagements


"Evercore ISI Maintains Outperform on $ZG Raises PT to $XX from $XX Analyst comments: "We reiterate our Outperform on ZG modestly raising our estimates and our price target from $XX to $XX following a modest beat and bracket Q2 EPS result. Revenue of $XXX million (up XX% year over year) and EBITDA of $XXX million (24% margin) both came in modestly above Street and ISI estimates. Zillows Q3 revenue and EBITDA guidance bracketed the Street though the company slightly raised its full-year revenue growth guidance (from low-to-mid teens to mid-teens) and reiterated its guide for full-year EBITDA"  
[X Link](https://x.com/wallstengine/status/1953387444650307709) [@wallstengine](/creator/x/wallstengine) 2025-08-07T09:27Z 94.7K followers, 6834 engagements


"CONSTELLATION BRANDS $STZ SLASHES FY26 OUTLOOK EPS is now seen at $11.30$11.60 vs prior $12.60$12.90 (Street: $12.66). Net sales expected to fall XX% vs earlier guide of -X% to +1%. Beer led by Corona & Modelo was the biggest hit: sales now -XX% (prev. XX% growth) operating income -79%. Hispanic consumers a key demographic showed steeper pullbacks in high-end beer spend. Free cash flow outlook cut to $1.31.4B from $1.51.6B. CEO Bill Newlands: macro headwinds are weighing on demand but STZ still grew volume share in XX of XX states through July"  
[X Link](https://x.com/wallstengine/status/1962857385816436856) [@wallstengine](/creator/x/wallstengine) 2025-09-02T12:37Z 94.7K followers, 10.2K engagements


"DANAHER $DHR AUTHORIZES BUYBACK OF UP TO XX MILLION SHARES"  
[X Link](https://x.com/wallstengine/status/1965739106375495766) [@wallstengine](/creator/x/wallstengine) 2025-09-10T11:28Z 94.7K followers, 22.5K 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 94.7K followers, 53.6K engagements


"Jefferies says todays drop in Flutter shares is an overreaction to Kalshis new NFL parlay-style prediction market product. The firm notes Kalshis launch looks similar to sportsbook same-game parlays which drive 70%+ of $FLUT GGR but current features remain limited. Prediction markets likely to be a hot topic at next weeks G2E in Las Vegas"  
[X Link](https://x.com/wallstengine/status/1973104712300827067) [@wallstengine](/creator/x/wallstengine) 2025-09-30T19:16Z 94.7K followers, 8078 engagements


"$HIMS & Hers said COO Nader Kabbani will move to an advisory role on Nov. X 2025 with Mike Chi current Chief Commercial Officer promoted to COO. The CCO role will be eliminated as Chi takes over operations marketing product and commercial functions"  
[X Link](https://x.com/wallstengine/status/1973843196087324703) [@wallstengine](/creator/x/wallstengine) 2025-10-02T20:11Z 94.8K followers, 10.8K engagements


"BofA Securities Downgrades $SHAK to Underperform from Neutral Lowers PT to $XX from $XXX Analyst comments: "Shake Shack has done an impressive job of systematizing its approach to innovation deploying a stage-gate process that holds new products to high culinary operational and financial standards. But this rigor arrives at a time when the labor market is softening and consumers restaurant spending has come under pressure. We believe macro headwinds will likely continue to counterbalance product innovation tailwinds constraining same-store sales growth (SSSG) and traffic." Analyst: Sara"  
[X Link](https://x.com/wallstengine/status/1975142225852998062) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:12Z 94.8K followers, 8688 engagements


"ELON MUSK NAMES ANTHONY ARMSTRONG AS NEW XAI CFO: FT"  
[X Link](https://x.com/wallstengine/status/1975404410697052400) [@wallstengine](/creator/x/wallstengine) 2025-10-07T03:34Z 94.7K followers, 11.2K engagements


"NYSE owner Intercontinental Exchange $ICE is near a $X billion investment in Polymarket at a valuation of $810B. Deal could be announced today. Investment could boost Polymarkets push to re-enter the U.S. Source: WSJ"  
[X Link](https://x.com/wallstengine/status/1975507548301083065) [@wallstengine](/creator/x/wallstengine) 2025-10-07T10:24Z 94.7K followers, 24.5K 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 94.8K followers, 93.1K engagements


"Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block"  
[X Link](https://x.com/wallstengine/status/1933256878391505331) [@wallstengine](/creator/x/wallstengine) 2025-06-12T20:15Z 94.8K followers, 11.8K engagements


"Tesla $TSLA says its third-generation humanoid robot will be unveiled by the end of 2025 with mass production slated for 2026. Elon Musk has set a long-term goal of scaling output to X million units annually by 2030"  
[X Link](https://x.com/wallstengine/status/1972944408376176695) [@wallstengine](/creator/x/wallstengine) 2025-09-30T08:39Z 94.8K followers, 17.9K engagements


"Bloomberg: CoreWeave $CRWV CEO says there are no plans to revisit its bid for Core Scientific $CORZ calling the offer the value for them"  
[X Link](https://x.com/wallstengine/status/1975594546265497730) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:10Z 94.8K followers, 18.2K engagements


"SoftBank Group is negotiating a $X billion margin loan backed by $ARM Holdings shares Bloomberg reports. The financing would lift total loans secured by Arm stock to $XXXX billion following $13.5B previously raised"  
[X Link](https://x.com/wallstengine/status/1976534364277309660) [@wallstengine](/creator/x/wallstengine) 2025-10-10T06:24Z 94.8K followers, 18K engagements


"Vertiv $VRT advanced its 800V DC platform with NVIDIA to power next-gen AI factories. The system targets megawatt-scale racks and will roll out in 2H 2026 aligned with NVIDIAs Rubin Ultra launch. Vertiv says its the first to reach engineering readiness for 800V systems boosting efficiency for large AI data centers"  
[X Link](https://x.com/wallstengine/status/1977770007221416214) [@wallstengine](/creator/x/wallstengine) 2025-10-13T16:14Z 94.8K followers, 25.5K engagements


"Samsung regained the No.1 spot in the global memory market in Q3 2025 with $19.4B revenue up XX% QoQ surpassing SK Hynix ($17.5B +13%) per Counterpoint Research. Micron $MU also grew XX% QoQ in memory sales"  
[X Link](https://x.com/wallstengine/status/1978019822941122754) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:47Z 94.8K followers, 13.3K 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 94.8K followers, 14.3K 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 94.8K followers, 11K 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 94.8K followers, 11.8K engagements


"$JBHT J.B. Hunt Transport Services Q325 Earnings Highlights 🔹 Revenue: $3.05B (Est. $3.02B) 🟢; DOWN -X% YoY 🔹 EPS (Diluted): $XXXX (Est. $1.46) 🟢; UP +18% YoY 🔹 Operating Income: $242.7M; UP +8% YoY 🔹 Net Earnings: $170.8M; UP +12% YoY Segment Intermodal (JBI) 🔹 Revenue: $1.52B; DOWN -X% YoY OI: $125.0M; UP +12% YoY 🔹 Volume: DOWN -X% YoY (Transcon -X% East +6%) Dedicated Contract Services (DCS) 🔹 Revenue: $864M; UP +2% YoY OI: $104.3M; UP +9% YoY 🔹 Productivity (rev/truck/wk): UP +3% YoY Integrated Capacity Solutions (ICS) 🔹 Revenue: $276M; DOWN -X% YoY Op. Loss: $(0.8)M (vs."  
[X Link](https://x.com/wallstengine/status/1978558292499825116) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:27Z 94.8K followers, 10.6K engagements


"TRUMP: TARIFFS VERY IMPORTANT TOOL FOR DEFENCE"  
[X Link](https://x.com/wallstengine/status/1978558902481375291) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:29Z 94.8K followers, 8604 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 94.8K followers, 77.5K 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 94.8K followers, 35.5K engagements


"Louisiana regulators approved Entergys $ETR plan to build three gas plants to power $META's new Hyperion data center a 4M sq ft complex that could draw up to X GW at full capacity. Entergy says the $XXX GW project will be covered by Meta paired with XXX GW solar"  
[X Link](https://x.com/wallstengine/status/1958430272690762048) [@wallstengine](/creator/x/wallstengine) 2025-08-21T07:25Z 94.8K followers, 12.3K engagements


"$MNSO Miniso Q2 Earnings Highlights 🔹 Revenue: 4.97B (Est. 4.86B) 🟢; UP +28% YoY 🔹 EPS: XXXX (Est. 1.75) 🟢; UP +30% YoY"  
[X Link](https://x.com/wallstengine/status/1958466746903670892) [@wallstengine](/creator/x/wallstengine) 2025-08-21T09:50Z 94.8K followers, 6773 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 94.8K followers, 8388 engagements


"$HIMS LAUNCHES ORAL TESTOSTERONE & EXPANDS MENS HEALTH CARE Hims & Hers is rolling out a new mens health category including exclusive access to KYZATREX an FDA-approved oral testosterone from Marius Pharmaceuticals set for 2026 launch. The platform will also offer compounded enclomiphene dual-action enclomiphene+tadalafil and injectable testosterone aiming to make low-T treatment affordable and accessible"  
[X Link](https://x.com/wallstengine/status/1965763104845041690) [@wallstengine](/creator/x/wallstengine) 2025-09-10T13:03Z 94.8K followers, 30.1K engagements


"BofA on $HIMS (Underperform PT $28): "Based on observed sales data trends through August we saw potential for Hims & Hers to beat 3Q Street estimates but September sales trends through the first three weeks suggest this is less likely." "Our online revenue estimates for 3Q using data through August pointed to a range of $565$596MM with the midpoint ahead of Street estimates of $571MM. This considered XX% y/y gross observed sales growth in September. Trends through the first three weeks suggest September sales growth is tracking toward low-to-mid 20s implying that 3Q online revenue is tracking"  
[X Link](https://x.com/wallstengine/status/1973334395781075429) [@wallstengine](/creator/x/wallstengine) 2025-10-01T10:29Z 94.8K followers, 19.2K engagements


"TD Cowen Reiterates Sell Rating on $RBLX PT $XX Analyst comments: "Our estimates are likely too low but we are leaving them unchanged for now. Continued strong engagement data in the second half of Q3 suggests that our Street-high Q3 and in particular Q4 bookings estimates are probably still too conservative. However recent data also reinforces our view that overall Roblox engagement growth has become increasingly dependent on what appears to be a boom-bust viral hit model. Despite the near-term strength in engagement trends we continue to believe that shares remain overvalued and therefore"  
[X Link](https://x.com/wallstengine/status/1975916122646962482) [@wallstengine](/creator/x/wallstengine) 2025-10-08T13:28Z 94.8K followers, 8837 engagements


"CoreWeave $CRWV launched Serverless RL the first fully managed reinforcement learning platform. It scales across dozens of GPUs integrates with Weights & Biases and charges per token rather than full infra. Benchmarks: 1.4x faster training XX% lower cost vs local H100s"  
[X Link](https://x.com/wallstengine/status/1975970469783404639) [@wallstengine](/creator/x/wallstengine) 2025-10-08T17:04Z 94.8K followers, 50.7K 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 94.8K followers, 46.6K engagements


"$HIMS & Hers released new survey data showing XX% of nearly 2400 customers rated their telehealth care as equal to or better than in-person visits. XX% said the intake process was easy and XX% reported clear treatment instructions and increased confidence in starting care. Among 418K weight-loss patients using GLP-1s only XXXX% reported side effects; mental and sexual health categories were under XXXX% while hair loss treatments saw 24%"  
[X Link](https://x.com/wallstengine/status/1976273273626489133) [@wallstengine](/creator/x/wallstengine) 2025-10-09T13:07Z 94.8K followers, 52.7K engagements


"William Blair Upgrades $NCNO to Outperform from Market Perform Analyst comments: "We are upgrading nCino shares to Outperform from Market Perform as we believe the company is making solid progress on the initiatives outlined at its May 2025 investor day and user conference. This progress increases our confidence that nCino will achieve its fiscal 2026 organic annual contract value (ACV) growth target of 8%9% which should support at least high-single-digit organic subscription revenue growth in fiscal 2027. Additionally after resetting expectations in April it has become clear that nCinos more"  
[X Link](https://x.com/wallstengine/status/1976577777093562641) [@wallstengine](/creator/x/wallstengine) 2025-10-10T09:17Z 94.8K followers, 8522 engagements


"DRAGANFLY $DPRO FILES $200M MIXED SHELF"  
[X Link](https://x.com/wallstengine/status/1976706876596535468) [@wallstengine](/creator/x/wallstengine) 2025-10-10T17:50Z 94.8K followers, 12K engagements


"JPMorgan Upgrades $AGX to Overweight from Neutral Raises PT to $XXX from $XXX Analyst comments: "We are placing the stock on Positive Catalyst Watch into the F3Q print (early December). We view AGX and its subsidiary Gemma Power Systems as underappreciated beneficiaries of the accelerating AI-driven power demand cycle. We believe the companys record backlog a robust pipeline of large-scale gas projects in the U.S. and unprecedented pricing tailwinds in the broader gas turbine EPC market provide strong visibility into multi-year growth and margin expansion potential for AGX. With management"  
[X Link](https://x.com/wallstengine/status/1977670978864886153) [@wallstengine](/creator/x/wallstengine) 2025-10-13T09:41Z 94.8K followers, 13.5K 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 94.8K followers, 8799 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 94.8K followers, 15.5K 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 94.9K followers, 48.4K engagements


"Elon Musk has just filed a Form X showing insider purchases of 1.9M $TSLA shares on Sept XX at prices between $371$396 totaling $736M. The shares were acquired via the Elon Musk Revocable Trust. This marks his first insider buy since 2020"  
[X Link](https://x.com/wallstengine/status/1967533404578263330) [@wallstengine](/creator/x/wallstengine) 2025-09-15T10:18Z 94.9K followers, 219.2K engagements


"$APLD Applied Digital Q1'26 Earnings Highlights 🔹 Revenue: $64.2M (Est. $46.1M) 🟢; UP +84% YoY 🔹 Adjusted Loss/Share: ($0.03) (Est. loss/shr $0.13) 🟢 🔹 Adjusted EBITDA: $0.54M (Est. $1.96M) 🔴 🔹 Net Loss: $27.8M; DOWN -XXX% YoY 🔹 Net Loss/Share: ($0.11); DOWN -XXX% YoY 🔹 Adjusted Net Loss: $7.6M Segment Performance 🔹 Data Center Hosting: Revenue $37.9M; UP +9% YoY 🔹 HPC Hosting: Revenue $26.3M from tenant fit-out services 🔹 Cloud Services: Strategic review ongoing Operational Highlights 🔹 Finalized XXX MW lease with CoreWeave fully leasing the XXX MW Polaris Forge X campus 🔹"  
[X Link](https://x.com/wallstengine/status/1976379605029187994) [@wallstengine](/creator/x/wallstengine) 2025-10-09T20:09Z 94.9K followers, 20.5K engagements


"JPMorgan is launching a $XXX trillion financing initiative over the next decade to back industries vital to U.S. national security and economic independence. As part of the effort $JPM will make direct equity investments of up to $XX billion in U.S. companies and expand its banker network. The plan focuses on supply chain resilience defense and aerospace energy independence and frontier tech like AI and quantum computing. CEO Jamie Dimon said the U.S. had become too reliant on unreliable sources of critical minerals products and manufacturing calling for faster policy action and investment."  
[X Link](https://x.com/wallstengine/status/1977677349777731759) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:06Z 94.9K followers, 172.4K engagements


"OpenAI is teaming up with SoftBanks $ARM to design a CPU that will work alongside its upcoming $AVGO Broadcom-built AI chip according to The Information. The Arm CPU is intended to handle more general computing tasks in tandem with GPUs while the OpenAIBroadcom chip will focus on AI inference workloads with production expected to begin in late 2026. The chips will be manufactured by TSMC and both companies are testing early samples now. OpenAI CEO Sam Altman is also urging TSMC to expand capacity to meet demand for OpenAIs growing AI factory network. OpenAI plans to use the new chips to power"  
[X Link](https://x.com/wallstengine/status/1977864347205747060) [@wallstengine](/creator/x/wallstengine) 2025-10-13T22:29Z 94.9K followers, 134.2K 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 94.9K followers, 13.2K 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 94.9K followers, 18.6K engagements


"Jeff Bezos filed a Schedule 13G disclosing ownership of 964.3M Amazon $AMZN shares representing X% of the company"  
[X Link](https://x.com/wallstengine/status/1978192734826733756) [@wallstengine](/creator/x/wallstengine) 2025-10-14T20:14Z 94.9K followers, 146.2K 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 94.9K followers, 15.5K engagements


"Eli Lilly $LLY said its oral GLP-1 drug orforglipron delivered superior blood-sugar control in two Phase X trials for type X diabetes. In ACHIEVE-2 A1C dropped up to XXX% vs. XXX% with dapagliflozin; in ACHIEVE-5 A1C fell up to XXX% vs. XXX% with placebo plus insulin. Both studies met all endpoints with consistent safety. Lilly plans to seek global approval in 2026"  
[X Link](https://x.com/wallstengine/status/1978412577014390905) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:48Z 94.9K followers, 22.7K engagements


"BESSENT ON US TAKING STAKES: For XX years we werent vigilant. Thats the reason weve got this rare earth problem. We're not going to come in & take stakes in non-strategic assets. We have identified X industries. Have to be careful not to overreach but have to be vigilant"  
[X Link](https://x.com/wallstengine/status/1978444753302700081) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:56Z 94.9K followers, 113.9K 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 94.9K followers, 39.1K engagements


"$CRM and $GOOGL expanded their partnership to integrate Gemini AI into Agentforce XXX bringing hybrid reasoning to Salesforces Atlas Reasoning Engine for more accurate AI agents. The update links Salesforce apps with Google Workspace (Gmail Meet Docs Sheets etc.) and connects Slacks Real-Time Search API with Gemini Enterprise for data access inside Slack. A Service Cloud + Google telephony contact center launches in 1H26 followed by deeper BigQueryData XXX integration in 2H26"  
[X Link](https://x.com/wallstengine/status/1978795565866738077) [@wallstengine](/creator/x/wallstengine) 2025-10-16T12:10Z 94.9K followers, 27.4K 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 94.9K followers, 10.9K engagements


"Datadog $DDOG is reportedly revisiting a takeover bid for GitLab $GTLB at over $XX per share with Morgan Stanley advising on financing per a source familiar with the matter. GitLab valued at about $XXX billion has been seen as a logical target given its developer-platform focus and relatively smaller scale versus Datadogs $XX billion market cap. The two companies held talks last year but no deal materialized. The renewed interest comes amid leadership changes at GitLab and solid recent results (Q2 revenue +29% to $236M EPS $0.24). Co-founder Sid Sijbrandij who retains XX% voting control would"  
[X Link](https://x.com/wallstengine/status/1978910837294203108) [@wallstengine](/creator/x/wallstengine) 2025-10-16T19:48Z 94.9K followers, 39.4K engagements


"MERCK'S $MRK EMD SERONO TO BE EXCLUDED FROM US SECTION XXX TARIFFS"  
[X Link](https://x.com/wallstengine/status/1978914064576245962) [@wallstengine](/creator/x/wallstengine) 2025-10-16T20:00Z 94.9K followers, 14K engagements


"$IBKR Interactive Brokers Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $0.54) 🟢; UP +43% YoY 🔹 Adj. Net Revenues: $1.610B (Est. $1.54B) 🟢; UP +21% YoY 🔹 NII: $967M (Est. $909M) 🟢; UP +21% YoY 🔹 Total Customer Accounts: 4.13M (Est. 4.12M) 🟢; UP +32% YoY Other Metrics 🔹 Pretax Profit: $1.31B; UP +44% YoY 🔹 Pretax Margin: 79%; UP +12 pts YoY 🔹 Dividend: $0.08/share (declared) 🔹 Commission Revenue: $537M; UP +23% YoY 🔹 DARTs: 3.62M; UP +34% YoY 🔹 Customer Equity: $757.5B; UP +40% YoY 🔹 Customer Margin Loans: $77.3B; UP +39% YoY 🔹 Customer Credits: $154.8B; UP +33% YoY"  
[X Link](https://x.com/wallstengine/status/1978915089056174367) [@wallstengine](/creator/x/wallstengine) 2025-10-16T20:04Z 94.9K followers, 30.5K 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 94.9K followers, 14.3K 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 94.9K followers, 51.1K 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 94.9K followers, 10.9K 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 94.9K followers, 8862 engagements


"$AXP American Express Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $3.99) 🟢 🔹 Revenue: $18.43B (Est. $18.05B) 🟢 🔹 Provision for Credit Losses: $1.3B (Est. $1.41B) 🟢 🔹 FY25 EPS Guide: $15.20$15.50 (Prior $15$15.5; Est. $15.34) 🟢 🔹 FY25 Revenue Growth: +9% to +10% (Prior +8% to +10%) 🟡 Management Commentary 🔹 Our results show continued momentum across both consumer and commercial segments supported by strong spending and customer acquisition trends. 🔹 Credit metrics remain within expectations despite higher loan growth while revenue and earnings guidance both moved higher on strong"  
[X Link](https://x.com/wallstengine/status/1979143209893953745) [@wallstengine](/creator/x/wallstengine) 2025-10-17T11:11Z 94.9K followers, 21.9K 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 94.9K followers, 10.2K 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 94.9K followers, 20.5K 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 94.9K followers, 13.2K engagements


"The share of Americans under XX with brokerage accounts has more than doubled since 2019 reaching the highest level on record per the Federal Reserve Younger investors are now more active in markets than those aged 3554"  
[X Link](https://x.com/wallstengine/status/1979222944204181992) [@wallstengine](/creator/x/wallstengine) 2025-10-17T16:28Z 94.9K followers, 10K engagements


"What a smooth ride on $ATAI. Stocks hitting new highs again after the FDA granted Breakthrough Therapy Designation for its depression drug which has a XX% approval rate history We called this play back in June said buy and forget. Mcaps now around $1.5B up nearly 200%"  
[X Link](https://x.com/wallstengine/status/1979264466211770563) [@wallstengine](/creator/x/wallstengine) 2025-10-17T19:13Z 94.9K followers, 11.1K 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 94.9K followers, 59.8K engagements


"$NVDA CEO Jensen: We're now manufacturing the most advanced chips for AI here in the U.S. Were about a couple of 100s of billion dollars into this journey & we have trillions of dollars of AI infra to build over the next decade. This is just the very beginning of that journey"  
[X Link](https://x.com/wallstengine/status/1980133929589092468) [@wallstengine](/creator/x/wallstengine) 2025-10-20T04:48Z 94.9K followers, 26.3K engagements


"Barclays upgrades $SRE ($101 PT) $KLAC ($1200 PT) and $GLPI ($54 PT) to Overweight; downgrades $MRVL ($80 PT) and $LITE ($165 PT) to Equalweight"  
[X Link](https://x.com/wallstengine/status/1980172164105175394) [@wallstengine](/creator/x/wallstengine) 2025-10-20T07:20Z 94.9K followers, 6771 engagements


"Several platforms incl. Robinhood Coinbase are encountering issues this morning as Amazons $AMZN AWS reports increased error rates and latencies across multiple services in its US-East-1 region. AWS says its investigating and will provide an update in the next 30-45 minutes"  
[X Link](https://x.com/wallstengine/status/1980179961714721128) [@wallstengine](/creator/x/wallstengine) 2025-10-20T07:51Z 94.9K followers, 58.4K engagements


"Today's Key Events (All EST) 07/21/2025 10:00: US Leading Index Change MoM 11:30: US 6- & 3- Month Bill Auction Before Open 👇 06:05: Domino's Pizza $DPZ 06:55: Verizon Communications $VZ 06:55: Roper Technologies $ROP 07:00: Cleveland-Cliffs $CLF After Hours 👇 16:00: $AGNC Investment 16:05: Crown Holdings $CCK 16:05: Calix $CALX 16:05: Agilysys $AGYS 16:05: $RLI 16:05: ServisFirst Bancshares $SFBS 16:10: NXP Semiconductors $NXPI 16:10: BOK Financial $BOKF 16:10: $ZION 16:10: W.R. Berkley $WRB 16:10: Alexandria Real Estate Equities $ARE 16:15: Medpace $MEDP 16:15: Equity LifeStyle Properties"  
[X Link](https://x.com/wallstengine/status/1947176948058431859) [@wallstengine](/creator/x/wallstengine) 2025-07-21T06:08Z 94.8K followers, 8886 engagements


"Today's Key Events (All EST) 07/22/2025 08:30: Fed's Powell Speaks 08:55: US Redbook YoY 10:00: Richmond Fed Comp. Index 11:00: OpenAI CEO Speaks at Fed Event (Tent.) 13:00: Fed's Bowman Before Open 👇 06:00: Danaher $DHR 06:00: Synchrony Financial $SYF 06:00: Peoples Bancorp $PEBO 06:30: General Motors $GM 06:30: D.R. Horton $DHI 06:30: KeyCorp $KEY 06:30: Equifax $EFX 06:30: PulteGroup $PHM 06:30: Forestar Group $FOR 06:40: Invesco $IVZ 06:45: Quest Diagnostics $DGX 06:45: Tenet Healthcare $THC 06:45: MSCI $MSCI 06:45: Halliburton $HAL 06:45: Avery Dennison $AVY 06:45: Community Bank System"  
[X Link](https://x.com/wallstengine/status/1947547868069564928) [@wallstengine](/creator/x/wallstengine) 2025-07-22T06:42Z 94.8K followers, 14K engagements


"$FLR Fluor Corp. Q2'25 Earnings Highlights 🔹 Revenue: $4.00B (Est. $4.55B) 🔴; -X% YoY 🔹 Adj. EPS: $XXXX (Est. $0.56) 🔴; -XX% YoY FY25 Adj Guidance (Lowered) 🔹 EPS: $1.95$2.15 (Prior: $2.25$2.75) 🔴 🔹 EBITDA: $475M$525M (Prior: $575M$675M) 🔴 🔹 Tax Rate Assumption: XX% Segment Highlights Urban Solutions 🔹 Revenue: $2.1B (vs. $1.8B YoY); Profit: $29M (vs. $105M YoY) 🔹 Impacted by $54M in infra project cost growth (design errors price escalation) 🔹 New Awards: $856M (vs. $2.4B YoY); Backlog: $20.5B (UP +5% YoY) Energy Solutions 🔹 Revenue: $1.1B (vs. $1.6B YoY); Profit: $15M (vs. $75M"  
[X Link](https://x.com/wallstengine/status/1951222501079654470) [@wallstengine](/creator/x/wallstengine) 2025-08-01T10:04Z 94.8K followers, 12K engagements


"Schrdinger $SDGR is ending development of its CDC7 inhibitor SGR-2921 after two treatment-related deaths in a Phase X AML study. The company cited safety concerns and challenges advancing it as a combo therapy despite early signs of activity. Core R&D efforts will continue in other programs"  
[X Link](https://x.com/wallstengine/status/1955951267294986274) [@wallstengine](/creator/x/wallstengine) 2025-08-14T11:14Z 94.8K followers, 7103 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 94.8K followers, 13K engagements


"Today's Key Events (All EST) 08/27/2025 07:00: US MBA Mortgage Applications 12:45: Fed's Barkin Speaks 13:00: US 5-Year Note Auction Before Open 👇 04:00: UP Fintech $TIGR 06:00: Donaldson $DCI 06:10: Royal Bank of Canada $RY 07:00: Kohl's $KSS 07:00: J.M. Smucker $SJM 07:00: Photronics $PLAB 07:30: Abercrombie & Fitch $ANF 07:30: MasterCraft Boat $MCFT 09:00: Williams-Sonoma $WSM After Hours 👇 16:00: Pure Storage $PSTG 16:00: Nutanix $NTNX 16:00: Five Below $FIVE 16:00: NetApp $NTAP 16:00: Greif $GEF 16:05: Snowflake $SNOW 16:05: CrowdStrike $CRWD 16:05: Urban Outfitters $URBN 16:05: Veeva"  
[X Link](https://x.com/wallstengine/status/1960589379304350172) [@wallstengine](/creator/x/wallstengine) 2025-08-27T06:25Z 94.8K followers, 16.1K engagements


"$TIGR UP Fintech Q2'25 Earnings Highlights 🔹 Revenue: $138.7M (Est. $120.1M) 🟢; UP +59% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.11) 🟢; UP 8x YoY Regional Performance: 🔹 Singapore: Trading volume +113% YoY; IPO trading volume +131% YoY; debit card linked to fractional shares expanded rewards; client assets +20% QoQ 🔹 Hong Kong: Trading volume +8x YoY; AUC +6x YoY; crypto trading +65% QoQ 🔹 U.S. (TradeUP): Client assets +33% QoQ; Options trading +163% QoQ; underwrote X IPOs including CHAGEE 🔹 Australia & NZ: Client assets +34% QoQ (AU) +42% QoQ (NZ); strong demand for US equities/options"  
[X Link](https://x.com/wallstengine/status/1960621904370524257) [@wallstengine](/creator/x/wallstengine) 2025-08-27T08:34Z 94.8K followers, 17.7K engagements


"BTIG Upgrades $FVRR to Buy from Neutral Sets PT at$31 "In our 2Q25 earnings note we highlighted FVRR's appealing valuation but needed incremental reasons to own it. Recently those reasons have emerged. X. On Monday FVRR announced a significant restructuring reducing headcount by XX% generating $XX million in cost savings. Importantly FVRR reiterated guidance and emphasized this is not a response to business weakness. If all savings flowed to the bottom line FY26E EBITDA would rise XX% but management indicated XX% will be reinvested for growth. Even so shares are now cheaper on an EV/EBITDA"  
[X Link](https://x.com/wallstengine/status/1969008242266193999) [@wallstengine](/creator/x/wallstengine) 2025-09-19T11:58Z 94.8K followers, 7730 engagements


"ASM International $ASMI cut its 2H revenue outlook now expecting 2025 growth at the low end of its 10%20% range. The chip-equipment maker cited weaker demand and softer bookings as Intel and Samsung lose ground in AI chips with Intel cutting jobs and Samsung posting its first profit drop since 2023"  
[X Link](https://x.com/wallstengine/status/1970381100305232086) [@wallstengine](/creator/x/wallstengine) 2025-09-23T06:53Z 94.8K followers, 11K engagements


"$BIRK RAISES SALES OUTLOOK BUYS NEW FACTORY Birkenstock lifted its revenue forecast now expecting XXXX% growth for the fiscal year ending this month above the prior XX% top range. Q4 sales are projected at least 520M slightly ahead of analyst estimates. The shoemaker also bought a 18M site near Dresden to expand production with operations set to begin by FY2027"  
[X Link](https://x.com/wallstengine/status/1971148948967469530) [@wallstengine](/creator/x/wallstengine) 2025-09-25T09:45Z 94.8K followers, 6552 engagements


"Corteva $CTVA Weakness Tied to DOJ USDA Probe of Antitrust Violations by Suppliers of Crop Inputs"  
[X Link](https://x.com/wallstengine/status/1971252792343003625) [@wallstengine](/creator/x/wallstengine) 2025-09-25T16:37Z 94.8K followers, 7173 engagements


"Today's Key Events (All EST) 09/26/2025 08:30: US PCE Inflation Data 08:30: US Consumer Spending 08:30: US Personal Income 09:00: Fed's Barkin Speaks 10:00: University of Michigan Sentiment Final 13:00: Fed's Bowman Speaks 13:00: US Baker Hughes Rig Count"  
[X Link](https://x.com/wallstengine/status/1971484441001512972) [@wallstengine](/creator/x/wallstengine) 2025-09-26T07:58Z 94.8K followers, 12.5K engagements


"Beyond Meat $BYND launched a debt exchange offer to cut leverage by about $800M. The company is swapping $1.15B of X% notes due 2027 for new X% secured notes due 2030 plus up to 326M shares. Holders of XX% of notes already back the deal which requires XX% participation. Early tenders by Oct. XX will get $XXXXXX in new notes and XXXXXX shares per $1000 of old notes"  
[X Link](https://x.com/wallstengine/status/1972639882162901037) [@wallstengine](/creator/x/wallstengine) 2025-09-29T12:29Z 94.8K followers, 109.7K engagements


"Citi just added two names to its 90-day Upside Catalyst Watch: Unity Software $U and AppLovin $APP"  
[X Link](https://x.com/wallstengine/status/1973324871074717985) [@wallstengine](/creator/x/wallstengine) 2025-10-01T09:51Z 94.8K followers, 22.2K engagements


"Corteva $CTVA will split into two public companies by late 2026 a crop protection business (retaining the Corteva name $7.8B in 2025 sales) and a seed spinoff ($9.9B in 2025 sales). CEO Chuck Magro will lead the seed unit Chair Greg Page will chair crop protection. Spin structured as tax-free"  
[X Link](https://x.com/wallstengine/status/1973341552513581276) [@wallstengine](/creator/x/wallstengine) 2025-10-01T10:57Z 94.8K followers, 40.3K engagements


"Redfin says luxury home sales dropped to the lowest August level in 10+ years while non-luxury sales also fell to record lows. Yet prices keep climbing: luxury home prices rose XXX% YoY to $1.25M nearly 3x the pace of non-luxury (+1.4% to $370K). Inventory is piling up too with luxury listings up XXX% YoY to the highest August level since 2020 and non-luxury up XXXX% to the most since 2019"  
[X Link](https://x.com/wallstengine/status/1973463550762070249) [@wallstengine](/creator/x/wallstengine) 2025-10-01T19:02Z 94.8K followers, 27.9K engagements


"$CME Group said it will begin around-the-clock (24/7) trading for crypto futures and options in early 2026 pending regulatory approval"  
[X Link](https://x.com/wallstengine/status/1973752209067364728) [@wallstengine](/creator/x/wallstengine) 2025-10-02T14:09Z 94.8K followers, 10.8K 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 94.8K followers, 483.8K engagements


"STELLANTIS $STLA SAID TO PLAN $XX BILLION IN US TURNAROUND INVESTMENTS. Bloomberg reports the Jeep and Ram maker is preparing to announce about $5B in new spending on top of $5B already earmarked this year with money funneled into Illinois and Michigan plants new models and rehiring at its idled Belvidere facility"  
[X Link](https://x.com/wallstengine/status/1974570555178356918) [@wallstengine](/creator/x/wallstengine) 2025-10-04T20:21Z 94.8K followers, 12.5K 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 94.8K followers, 22.9K engagements


"$AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to XX% of AMD stock at $0.01/shr. The agreement covers deployment of X GW of AMDs upcoming MI450 chips starting in 2026 with revenue recognition beginning next year. AMD says the partnership could contribute over $100B in new revenue over four years"  
[X Link](https://x.com/wallstengine/status/1975153476645634080) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:57Z 94.8K followers, 426.6K engagements


"FORD $F SHARES FALL X% AFTER WSJ REPORTS FIRE AT CO'S SUPPLIER SET TO DISRUPT BUSINESS FOR MONTHS"  
[X Link](https://x.com/wallstengine/status/1975558650644365733) [@wallstengine](/creator/x/wallstengine) 2025-10-07T13:47Z 94.8K followers, 15.7K 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 94.8K followers, 11.8K engagements


"EX-FDA REGULATOR PETER MARKS JOINS $LLY ELI LILLY - STAT NEWS"  
[X Link](https://x.com/wallstengine/status/1975637466486087867) [@wallstengine](/creator/x/wallstengine) 2025-10-07T19:00Z 94.8K followers, 10.8K engagements


"$NVDA CEO: MY FAVORITE RECENT INVESTMENT WAS $CRWV COREWEAVE; ONLY REGRET IS I DIDNT INVEST ENOUGH"  
[X Link](https://x.com/wallstengine/status/1975898840730661171) [@wallstengine](/creator/x/wallstengine) 2025-10-08T12:19Z 94.9K followers, 95.2K 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 94.8K followers, 25.6K engagements


"CISCO $CSCO SEEKS TO CHALLENGE BROADCOM $AVGO IN CONNECTING AI DATA CENTERS - BBG"  
[X Link](https://x.com/wallstengine/status/1975909809129226244) [@wallstengine](/creator/x/wallstengine) 2025-10-08T13:03Z 94.8K followers, 10.4K 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 94.9K followers, 41.6K engagements


"$HELE Helen of Troy Q2'26 Earnings Highlights 🔹 Revenue: $431.8M (Est. $416.78M) 🟢 🔹 EPS: $XXXX (Est. $0.53) 🟢 FY26 Guidance 🔹 Revenue: $1.74$1.78B (Est. $1.75B) 🟡 🔹 EPS: $3.75$4.25 (Est. $4.58) 🔴"  
[X Link](https://x.com/wallstengine/status/1976238266753151359) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:48Z 94.8K followers, 8704 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 94.8K followers, 215.3K 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 94.8K followers, 18.6K 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 94.8K followers, 254.2K 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 94.8K followers, 9252 engagements


"CHINA PROBES QUALCOMM $QCOM FOR SUSPECTED MONOPOLY: CCTV"  
[X Link](https://x.com/wallstengine/status/1976574326959702368) [@wallstengine](/creator/x/wallstengine) 2025-10-10T09:03Z 94.8K followers, 45.9K engagements


"A Reddit post is circulating that lists OpenAIs top XX customer by token consumption and Duolingo tops the list"  
[X Link](https://x.com/wallstengine/status/1976580500153315529) [@wallstengine](/creator/x/wallstengine) 2025-10-10T09:28Z 94.9K followers, 435.7K engagements


"$IONQ OFFERING: IonQ is selling 16.5M shares plus 43.01M 7-yr Series B warrants (strike $155) and 5.01M pre-funded warrants at a combined $XX price for $2.0B gross ($1.98B net) to fund working capital and potential acquisitions; last close was $XXXXX on 10/9 shares outstanding move to 347.4M post-deal (before warrant exercise) settle Oct XX with J.P. Morgan as sole underwriter"  
[X Link](https://x.com/wallstengine/status/1976628821097910497) [@wallstengine](/creator/x/wallstengine) 2025-10-10T12:40Z 94.9K followers, 58.8K 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 94.9K followers, 625.4K engagements


"Cisco $CSCO filed a Form XX showing no change in its disclosed holdings which continue to include a stake in CoreWeave $CRWV"  
[X Link](https://x.com/wallstengine/status/1976742106136785293) [@wallstengine](/creator/x/wallstengine) 2025-10-10T20:10Z 94.8K followers, 14.8K 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 94.8K followers, 11.4K engagements


"China called the U.S. comments on Argentina Cold War-era intervention after Treasury Secretary Scott Bessent said President Milei was committed to getting China out. Beijings embassy in Buenos Aires accused Washington of recurrent bullying of Latin American nations as the U.S. offered Argentina a $XX billion aid package ahead of Mileis White House visit. China currently backs Argentina with an $XX billion swap line and key infrastructure projects including a space launch site in Patagonia"  
[X Link](https://x.com/wallstengine/status/1977098377591472581) [@wallstengine](/creator/x/wallstengine) 2025-10-11T19:46Z 94.9K followers, 39.3K engagements


"UPCOMING KEY EARNINGS WEEK OF OCT XX 2025 Mon: $FAST Tue: $JPM $JNJ $GS $BLK $C $WFC $DPZ Wed: $ASML $BAC $MS $ABT $PNC $UAL Thu: $TSM $SCHW $USB $TRV $KEY $CSX Fri: $AXP $SLB $ALLY Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updates actionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to stay informed and ahead of the game"  
[X Link](https://x.com/wallstengine/status/1977134964761346309) [@wallstengine](/creator/x/wallstengine) 2025-10-11T22:11Z 94.8K followers, 27.2K engagements


"TRUMP: TARIFFS FOR CHINA ARE STILL THE PLAN ON NOV X. NOV. X DEADLINE IS AN 'ETERNITY' FOR ME ON MEETING W/ XI: I THINK WE ARE GOING TO BE FINE WITH CHINA"  
[X Link](https://x.com/wallstengine/status/1977488133198594510) [@wallstengine](/creator/x/wallstengine) 2025-10-12T21:34Z 94.8K followers, 51K engagements


"U.S. TREASURY SECRETARY BESSENT ON CHINA TRADE: We have aggressively pushed back against Chinas export controls. This was a provocative move. "There was substantial communication over the weekend. There will be lots of staff-level meetings. They are neither going to command nor control us. Weve already been in touch with allies and are meeting with them this week. "This Is China Vs World" "We Won't Let China Export Restrictions Go On" We expect support from India and others. We believe China is open to discussion on this. If not we have substantial levers we can pull. We could move more"  
[X Link](https://x.com/wallstengine/status/1977693484589928688) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:10Z 94.9K followers, 990.3K 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 94.9K followers, 158.3K 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 94.9K followers, 18.3K engagements


"Apollo Global $APO has reportedly offered $XX per share to acquire Papa Johns $PZZA according to a source cited by Reuters. Talks are said to be in advanced stages with Apollo granted due diligence access. A deal could be finalized within weeks if discussions progress. Its unclear if Irth Capital previously linked to the bid remains involved"  
[X Link](https://x.com/wallstengine/status/1977803370380615976) [@wallstengine](/creator/x/wallstengine) 2025-10-13T18:27Z 94.9K followers, 28.7K engagements


"Broadcom $AVGO CEO Hock Tan said generative AI could grow its share of global GDP from XX% to XX% as it becomes central to knowledge-based and technology-driven industries"  
[X Link](https://x.com/wallstengine/status/1977921307439476791) [@wallstengine](/creator/x/wallstengine) 2025-10-14T02:16Z 94.9K followers, 86.1K 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 94.9K followers, 119.1K 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 94.9K followers, 38.1K 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 94.9K followers, 12.3K engagements


"$JPM JPMorgan Chase Q3'25 Earnings Highlights 🔹 Revenue: $47.1B (Est. $45.27B) 🟢; UP +9% YoY 🔹 EPS: $XXXX (Est. $4.74) 🟢; UP +16% YoY 🔹 NII: $24.1B; UP +2% YoY Outlook: 🔹 FY25 NII (ex-Markets): raised to $92.2B (prior $92.0B) 🟢 🔹 FY25 Adjusted Expense Outlook: $95.9B (prior $95.5B) 🟢 🔹 FY25 Card Services Net Charge-Off Rate: XXX% (prior 3.6%) 🔹 FY26 Initial NII (ex-Markets): $95B 🔹 Q4 NII: $25B Q3 Operating Metrics: 🔹 Net Income: $14.4B; UP +12% YoY 🔹 ROE: XX% (Est. 15.7%) 🟢 🔹 Noninterest Revenue: $23.0B; UP +16% YoY 🔹 Provision for Credit Losses: $3.4B (Est. $3.08B) 🔴; UP"  
[X Link](https://x.com/wallstengine/status/1978049182981382639) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:44Z 94.9K followers, 67.2K 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 94.9K followers, 100K 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 94.9K 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 94.8K followers, 10.3K engagements


"Stellantis $STLA Jeep is revamping the Grand Wagoneer lineup for 2026 cutting the starting price to under $65K and dropping the separate Wagoneer name. The update adds new styling and an extended-range powertrain as Jeep looks to simplify its lineup and revive demand"  
[X Link](https://x.com/wallstengine/status/1978084908850360567) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:06Z 94.8K followers, 9075 engagements


"TRUMP: CONSIDERING TERMINATING BUSINESS WITH CHINA ON COOKING OIL AND OTHER TRADE ELEMENTS"  
[X Link](https://x.com/wallstengine/status/1978183529390366952) [@wallstengine](/creator/x/wallstengine) 2025-10-14T19:38Z 94.9K followers, 77.7K engagements


"Trump: I believe that China purposefully not buying our Soybeans and causing difficulty for our Soybean Farmers is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil and other elements of Trade as retribution. As an example we can easily produce Cooking Oil ourselves we dont need to purchase it from China"  
[X Link](https://x.com/wallstengine/status/1978184211627692044) [@wallstengine](/creator/x/wallstengine) 2025-10-14T19:40Z 94.9K followers, 69.6K engagements


"Reuters reports that Apollo Global Management has made a new offer to acquire Papa Johns $PZZA and take it private. The firm submitted the fresh bid within the past week according to sources familiar with the matter"  
[X Link](https://x.com/wallstengine/status/1978200425766744426) [@wallstengine](/creator/x/wallstengine) 2025-10-14T20:45Z 94.8K followers, 57.3K engagements


"Today's Key Events (All EST) 10/15/2025 07:00: US MBA Mortgage Applications 08:30: NY Fed Manufacturing 09:30: Fed's Miran 12:30: Fed's Miran 13:00: Fed's Waller 14:00: Fed's Beige Book 14:30: Fed's Schmid Before Open 👇 01:00: $ASML 06:00: Synchrony Financial $SYF 06:20: Citizens Financial $CFG 06:30: Dollar Tree $DLTR 06:30: First Horizon $FHN 06:35: PNC Financial $PNC 06:45: Bank of America $BAC 07:25: Morgan Stanley $MS 07:30: Abbott $ABT 08:00: Prologis $PLD 08:00: Bank7 $BSVN 08:15: Community Trust Bancorp $CTBI 08:20: Progressive $PGR After Hours 👇 16:00: United Airlines $UAL 16:00:"  
[X Link](https://x.com/wallstengine/status/1978364992945811646) [@wallstengine](/creator/x/wallstengine) 2025-10-15T07:39Z 94.8K followers, 15.6K engagements


"LVMH shares jumped after the luxury giant returned to sales growth for the 1ST time in three quarters. Q3 revenue rose X% organically to 18.28B topping forecasts. Fashion and leather goods fell a modest X% vs expectations of a deeper drop. Sales in China rose X% after a X% decline in H1 while U.S. revenue climbed 3%. CFO Ccile Cabanis said trends are improving across divisions but cautioned that tougher comps in Q4 may limit near-term upside"  
[X Link](https://x.com/wallstengine/status/1978366517369790770) [@wallstengine](/creator/x/wallstengine) 2025-10-15T07:45Z 94.9K followers, 39.9K engagements


"$ASML Q325 Earnings Highlights 🔹 Revenue: 7.52B (Est. 7.79B) 😑; +1% YoY 🔹 EPS: XXXX (Est. 5.37) 🟢; +4% YoY 🔹 Gross Margin: XXXX% (Est. 51.3%) 🟢 🔹 Net Bookings: 5.40B (Est. 5.36B) 🟢; +105% YoY Guidance: 🔹 Q4 Revenue: 9.29.8B (Est. 9.48B) 🟡 🔹 Q4 Gross Margin: 51%53% (Est. 51%) 🟡 🔹 FY25: +15% YoY total net sales; XX% gross margin 🔹 FY26: Total net sales not below 2025 Q3 Net System Sales Mix: 🔹 EUV XX% 🔹 ArFi XX% 🔹 ArF Dry X% 🔹 KrF X% 🔹 I-line X% 🔹 Metrology & Inspection X% End-Use Mix (Net System Sales): 🔹 Logic XX% 🔹 Memory XX% Ship-to Region Mix: 🔹 China XX% 🔹 Taiwan"  
[X Link](https://x.com/wallstengine/status/1978371506309857662) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:04Z 94.9K followers, 39.5K engagements


"OpenAI is reportedly preparing a five-year financing plan to support more than $X trillion in AI infrastructure spending according to the Financial Times. The company is developing new revenue streams debt partnerships and fundraising initiatives to meet its commitments which include XX gigawatts of capacity from Oracle Nvidia AMD and Broadcom. OpenAI currently books about $XX billion in annual recurring revenue with XX% from ChatGPT subscriptions. Plans include government and enterprise AI contracts shopping and video tools like Sora and AI-powered consumer hardware designed with Jony Ive."  
[X Link](https://x.com/wallstengine/status/1978383637327581301) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:53Z 94.9K followers, 100.7K 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 94.8K followers, 10.7K engagements


"Piper Sandler analyst Thomas Champion on September ad metrics: $RDDT users improved +2% m/m but driven mostly by Conversation +14MM vs Feed +1MM. US Temu ad units on $META were roughly in-line with last month and the year-ago period. $META CPCs & CPEs as a % of CPM continue to move lower although m/m can be choppy. $PINS MAU data is decelerating in both the US and EU. Polymarket data suggests $GOOGL remains on track for the top LLM exiting 2025 as odds have improved post GPT-5 release"  
[X Link](https://x.com/wallstengine/status/1978407604016886159) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:28Z 94.8K followers, 11.1K engagements


"HSBC Upgrades $NVDA to Buy from Hold Raises PT to $XXX from $200; STREET HIGH Analyst comments: "We upgrade NVIDIA to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations leading to an upward revision in our FY27e datacenter revenue to USD351bn which remains XX% above consensus forecast of USD258bn. We also see potential easing of China GPU uncertainties following the potential US-China trade deal that could enable NVIDIA to see a demand recovery in the Chinese market. Hence our revised FY27e (YE Jan) EPS of USD8.75 is now once again"  
[X Link](https://x.com/wallstengine/status/1978415293119766891) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:58Z 94.9K followers, 51.1K 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 94.9K followers, 455.2K 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 94.9K followers, 8961 engagements


"US MBA mortgage applications fell XXX% for the week ending Oct. XX easing from -XXX% the prior week. Market index: XXXXX (prev. 323.1) Purchase index: XXXXX (prev. 170.6) Refinance index: 1168.0 (prev. 1180.2) 30-year mortgage rate: XXXX% (prev. 6.43%)"  
[X Link](https://x.com/wallstengine/status/1978419615706280266) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:16Z 94.8K followers, 8365 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 94.9K followers, 12.3K 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 94.9K followers, 294.3K 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 94.9K followers, 61.1K engagements


"iRobot $IRBT is leaning into a major turnaround strategy under new CMO Athena Kasvikis focusing on smarter AI-powered robots and a stronger brand rebuild. Kasvikis said iRobot is in a growth phase with a new product line of multifunctional AI-driven robots aimed at reasserting Roombas dominance after years of low-cost competition. The marketing shift centers on its Made for This campaign highlighting Roombas single-minded mission to clean floors better than anyone else and prioritizes connected TV ads to reach consumers more efficiently. She noted that iRobot is benefitting from renewed"  
[X Link](https://x.com/wallstengine/status/1978473394627920075) [@wallstengine](/creator/x/wallstengine) 2025-10-15T14:49Z 94.9K followers, 15K 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 94.9K followers, 32.4K engagements


"$AMD is up X% today the top performer in the S&P XXX after HSBC raised its price target to $310"  
[X Link](https://x.com/wallstengine/status/1978531819709464998) [@wallstengine](/creator/x/wallstengine) 2025-10-15T18:41Z 94.8K followers, 14.7K 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 94.9K followers, 8954 engagements


"$UAL United Airlines Q325 Earnings Highlights 🔹 Revenue: $15.2B (Est. $15.33B) 🔴; UP +2.6% YoY 🔹 Adj EPS: $XXXX (Est. $2.63) 🟢 🔹 Adj Net Income: $900M (Est. $888.4M) 🟢 Guidance 🔹 Q4 Adjusted EPS: $3.00$3.50 (Est. $2.82) 🟢 🔹 Company expects record-high quarterly revenue in Q4 Segment Revenue 🔹 Premium Cabin: UP +6% YoY 🔹 Basic Economy: UP +4% YoY 🔹 Cargo: UP +3% YoY 🔹 Loyalty: UP +9% YoY Other Metrics 🔹 Capacity: UP +7.2% YoY 🔹 TRASM: DOWN -XXX% YoY 🔹 CASM: DOWN -XXX% YoY; CASM-ex: DOWN -XXX% YoY 🔹 Avg. Fuel Price: $2.43/gal 🔹 Ending Available Liquidity: $16.3B 🔹 Total Debt"  
[X Link](https://x.com/wallstengine/status/1978552510584693001) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:04Z 94.8K followers, 9706 engagements


"President Trump is hosting a White House dinner tonight with more than three dozen corporate and individual donors to raise funds for his planned $XXX million ballroom per The Wall Street Journal. Invited companies include Lockheed Martin Microsoft Meta Platforms Google Amazon Apple Palantir Coinbase Caterpillar T-Mobile HP Ripple NextEra Energy Micron Booz Allen Hamilton Hard Rock Comcast Altria Union Pacific Reynolds American and Tether. Major individual and foundation guests include Harold Hamm Steve Schwarzman the Adelson Family Foundation Cameron and Tyler Winklevoss Kelly Loeffler and"  
[X Link](https://x.com/wallstengine/status/1978561158300029296) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:38Z 94.9K followers, 19.5K engagements


"$HPE shares slipped as management outlined long-term targets at its analyst meeting. The company guided FY26 non-GAAP EPS of $2.20$2.40 and revenue growth of XXX% with focus on expanding networking and AI infrastructure businesses"  
[X Link](https://x.com/wallstengine/status/1978561939488882841) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:41Z 94.9K followers, 11.8K 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 94.8K followers, 44.2K 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 94.9K followers, 79.1K engagements


"SALESFORCE $CRM TO BUY BACK $X BILLION IN SHARES IN NEXT SIX MONTHS"  
[X Link](https://x.com/wallstengine/status/1978583748028633230) [@wallstengine](/creator/x/wallstengine) 2025-10-15T22:08Z 94.9K followers, 31.9K engagements


"$TSM TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages Q4 Guidance 🔹 Revenue: $32.233.4B (Est. $32.0B) 🟡; DOWN -X% QoQ at midpoint 🔹 Gross Margin: 59%61% 🔹 Operating Margin:"  
[X Link](https://x.com/wallstengine/status/1978708505847636234) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:24Z 94.9K followers, 122.7K engagements


"$TSM CEO: TSMC is working with Amkor $AMKR in Arizona even as it builds its own advanced packaging plants because Amkor has already broken ground its schedule is earlier and TSMC wants to support customer timelines"  
[X Link](https://x.com/wallstengine/status/1978716141154378139) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:54Z 94.9K followers, 44.7K 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 94.8K 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 94.8K followers, 27.6K engagements


"Foxconn Chairman Young Liu said the company met with OpenAI CEO Sam Altman and plans to meet $NVDA's Jensen Huang later this month to discuss potential collaborations. Liu said AI development is just at the beginning. Note: Foxconns AI server business has overtaken consumer electronics as its biggest segment and the company expects AI server revenue to climb over XXX% this quarter"  
[X Link](https://x.com/wallstengine/status/1978725805665488985) [@wallstengine](/creator/x/wallstengine) 2025-10-16T07:32Z 94.8K followers, 30K 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 94.9K followers, 30.3K engagements


"XPENG $XPEV CEO: PLANS TO MASS-PRODUCE FLYING CARS NEXT YEAR"  
[X Link](https://x.com/wallstengine/status/1978740578234814852) [@wallstengine](/creator/x/wallstengine) 2025-10-16T08:31Z 94.9K followers, 23.9K 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 94.9K followers, 12.7K engagements


"$AEP secured a $1.6B DOE loan guarantee to upgrade 5000 miles of transmission lines across five states. The preferred-rate financing will save customers $275M create 1100 jobs and support XX GW of new demand from AI data centers and manufacturing"  
[X Link](https://x.com/wallstengine/status/1978767172701708701) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:17Z 94.9K followers, 9087 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 94.9K followers, 18.2K engagements


"$BMO will sell XXX U.S. branches to First Citizens Bank for $5.7B transferring $5.7B in deposits and $1.1B in loans. BMO will take a $75M goodwill charge and plans to open XXX new branches over five years focusing on higher-growth markets like California"  
[X Link](https://x.com/wallstengine/status/1978772990738239648) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:40Z 94.9K followers, 6969 engagements


"Google $GOOGL says it built a new 27B-parameter model for single-cell biology C2S-Scale 27B (based on Gemma) that predicted a new cancer-cell behavior and had that hypothesis validated in living cells. The model found that combining a CK2 inhibitor (silmitasertib) with low-dose interferon boosted antigen presentation by XX% in teststurning cold tumors hot. This could point to a promising path for cancer therapies if further lab and clinical studies hold. ("  
[X Link](https://x.com/wallstengine/status/1978776523789541862) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:54Z 94.8K followers, 79.5K 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 94.9K followers, 43K 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 94.9K followers, 7648 engagements


"Tempus AI $TEM signed a multi-year partnership with Whitehawk Therapeutics $WHWK to use Tempus multimodal real-world data for biomarker-driven oncology research. Whitehawk will leverage Tempus de-identified datasets to refine clinical trial design and identify patient groups for its antibody-drug conjugate (ADC) portfolio targeting PTK7 MUC16 and SEZ6 in lung and gynecologic cancers. The collaboration will explore RNA testing as an alternative to immunohistochemistry for patient selection and support indication prioritization across Whitehawks pipeline"  
[X Link](https://x.com/wallstengine/status/1978802394336039024) [@wallstengine](/creator/x/wallstengine) 2025-10-16T12:37Z 94.9K followers, 10.1K 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 94.9K followers, 29.3K engagements


"HR software startup Deel which helps companies manage global payroll compliance and hiring raised $XXX million at a $XXXX billion valuation led by Ribbit Capital with a16z and Coatue participating. The raise comes amid a legal fight with rival Rippling which accused Deels CEO of spying an allegation Deel denies and countersued over. Despite the controversy Deel has surpassed $X billion in annual recurring revenue and plans to grow staff by XX% next year while expanding its AI-driven HR platform"  
[X Link](https://x.com/wallstengine/status/1978839374235156614) [@wallstengine](/creator/x/wallstengine) 2025-10-16T15:04Z 94.9K followers, 8810 engagements


"Apple $AAPL and Comcasts NBCUniversal are teaming up on a streaming bundle launching Monday combining Apple TV+ and Peacock Premium for $14.99/month (or $XXXXX for Peacock Premium Plus)"  
[X Link](https://x.com/wallstengine/status/1978859635080569176) [@wallstengine](/creator/x/wallstengine) 2025-10-16T16:24Z 94.8K followers, 10.7K engagements


"xAI is reportedly arranging a $XX Billion lease-to-own agreement for NVIDIA $NVDA GPUs The Information says to secure long-term access to inference hardware. Its also forming a joint venture with Solaris Energy to build a 1-gigawatt power plant"  
[X Link](https://x.com/wallstengine/status/1978869974962766296) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:05Z 94.9K followers, 24.4K 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 94.9K followers, 61.6K engagements


"ORACLE $ORCL EXEC SAYS AI INFRASTRUCTURE AS SEEN XXX% GROWTH YOY IN Q1 FY2026"  
[X Link](https://x.com/wallstengine/status/1978872213106287027) [@wallstengine](/creator/x/wallstengine) 2025-10-16T17:14Z 94.9K followers, 21.7K 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 94.9K followers, 212.9K engagements


"@amitisinvesting HAPPY HALLOWEEN 🎃😂"  
[X Link](https://x.com/wallstengine/status/1978891186141061556) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:29Z 94.9K followers, 15.9K 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 94.9K followers, 28.5K 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 94.9K followers, 17.4K engagements


"EMD Serono the U.S. unit of Merck KGaA will cut IVF drug prices by XX% under a deal with the Trump administration. The discount applies to Gonal-f Ovidrel and Cetrotide when purchased together through TrumpRx .gov starting Jan 2026. The firm also gained tariff exemptions in exchange for new U.S. manufacturing and R&D investments"  
[X Link](https://x.com/wallstengine/status/1978913215573565708) [@wallstengine](/creator/x/wallstengine) 2025-10-16T19:57Z 94.9K followers, 22.6K engagements


"$GOLD HAS OFFICIALLY BECOME THE FIRST ASSET EVER TO HIT A $XX TRILLION MARKET CAP"  
[X Link](https://x.com/wallstengine/status/1978920205725172074) [@wallstengine](/creator/x/wallstengine) 2025-10-16T20:25Z 94.9K followers, 35.3K 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 94.9K followers, 22.7K 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 94.9K followers, 11.2K 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 94.9K followers, 52.8K 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 94.9K followers, 9826 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 94.9K followers, 35.4K 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 94.9K followers, 12.6K engagements


"Ferrari $RACE has cut car allocations to the UK to stabilize falling resale values following an exodus of wealthy buyers after the abolition of the non-dom tax regime. CEO Benedetto Vigna said sales have since stabilized as the company tightened supply"  
[X Link](https://x.com/wallstengine/status/1979096514333901096) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:05Z 94.9K followers, 15.3K 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 94.9K followers, 12.5K engagements


"$CME is reportedly preparing to launch financial contracts tied to sports games and key economic indicators by year-end working with FanDuel $FLUT to distribute them. The move would put CME in direct competition with prediction-market platforms like Kalshi & Polymarket"  
[X Link](https://x.com/wallstengine/status/1979103668466032969) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:34Z 94.9K followers, 40.4K engagements


"Now the regional bank troubles in the U.S. are spilling into Europe the Stoxx XXX Banks Index fell X% its sharpest drop since August as Deutsche Bank Barclays and Socit Gnrale slid over 4%. The selloff follows loan fraud disclosures at U.S. lenders Zions and Western Alliance renewing concerns about broader credit quality across global banks"  
[X Link](https://x.com/wallstengine/status/1979106351847739660) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:44Z 94.9K followers, 21.8K engagements


"Coca-Cola $KO is reportedly weighing a $1B IPO of its Indian bottling arm Hindustan Coca-Cola Beverages which could value the unit at around $10B per Bloomberg. If it proceeds the listing could take place in 2026 adding Coca-Cola to the wave of global firms tapping Indias record IPO market alongside Hyundai and LG. The bottler serves over 2M retailers across India and employs 5200 people"  
[X Link](https://x.com/wallstengine/status/1979112881850621979) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:10Z 94.9K followers, 15.9K engagements


"Samsung will showcase its first trifold smartphone at the APEC Summit in South Korea later this month. The device has two hinges allowing it to open into a tablet-sized display and will be shown at a technology exhibition during the summit. Attendees will not be able to handle the device which will be displayed under glass. A full commercial launch is expected later this year expanding Samsungs foldable lineup beyond the Galaxy Z Fold 7"  
[X Link](https://x.com/wallstengine/status/1979116698860163455) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:26Z 94.9K followers, 11.2K 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 94.9K followers, 27.3K 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 94.9K followers, 13.3K engagements


"BITCOIN FALLS BELOW $105K FOR THE FIRST TIME IN X MONTHS"  
[X Link](https://x.com/wallstengine/status/1979123784524411293) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:54Z 94.9K followers, 15.1K 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 94.9K followers, 13.4K 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 94.9K followers, 19.2K engagements


"Grainger $GWW said its selling its UK-based Cromwell unit to private equity firm AURELIUS continuing its shift toward North America and Japan. CEO D.G. Macpherson said the company has altered our assumptions about our future potential in this region. Grainger expects to book a $190205M non-cash loss from exiting the UK most of it in Q3. The sale follows plans to close its Zoro UK business as Grainger narrows focus on its core markets"  
[X Link](https://x.com/wallstengine/status/1979126821326328035) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:06Z 94.9K followers, 9056 engagements


"$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 94.9K followers, 7926 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 94.9K followers, 8805 engagements


"Current global allocation (2025): Total Asset: $XXX Trillion Equities: XX% of total assets Bonds: XX% Gold: X% Back in 1950 equities made up only XX% of global assets while bonds dominated at 75%. Gold briefly reached nearly XX% during the 1970s inflation spike before fading again. Since 1950 Goldman's world portfolio has returned XXX% annualized (4% real) and XXX% nominal (3.7% real) since 1990 after including newer asset classes like real estate credit and crypto"  
[X Link](https://x.com/wallstengine/status/1979135212971004254) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:39Z 94.9K followers, 16K 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 94.9K followers, 9882 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 94.9K followers, 12.8K 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 94.9K followers, 9917 engagements


"TRUMP ASKED IF HIGH CHINA TARIFFS WILL STAND: NO. MEETING XI IN TWO WEEKS"  
[X Link](https://x.com/wallstengine/status/1979146332041302465) [@wallstengine](/creator/x/wallstengine) 2025-10-17T11:23Z 94.9K followers, 76.7K 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 94.9K followers, 8954 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 94.9K followers, 11.4K 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 94.9K followers, 12.6K engagements


"Morgan Stanley on $ZION (EW PT $70): Stock reaction overdone: Stock was down XX% today after ZION disclosed that they would take a $60M credit charge on two related C&I loans. These loans were part of a credit facility to two related funds that invested in distressed residential and commercial mortgage properties and were collateralized by those properties. ZION now believes there were misrepresentations on the collateral and that loans might not have first lien on the underlying properties. The $60M charge covers the full commitment to the borrowers and is equivalent to 30c a share or X% of"  
[X Link](https://x.com/wallstengine/status/1979169076779078096) [@wallstengine](/creator/x/wallstengine) 2025-10-17T12:54Z 94.9K followers, 14K engagements


"$AAPL SECURES EXCLUSIVE F1 U.S. RIGHTS Apple struck a 5-year deal to stream all Formula X races exclusively on Apple TV in the U.S. starting next season paying about $140M a year per CNBC nearly double ESPNs previous $85M contract. The deal includes every race qualifying and Sprint session ad-free for subscribers with select events free in-app"  
[X Link](https://x.com/wallstengine/status/1979172991335354616) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:09Z 94.9K followers, 17.3K 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 94.9K followers, 10.2K engagements


"Altcoins lost as much as XX% this week wiping out billions in market value. Yet Wall Street firms have XXX CRYPTO ETF filings pending with the SEC tied to smaller tokens like Polkadot Chainlink and Pengu per Bloomberg"  
[X Link](https://x.com/wallstengine/status/1979181513301197199) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:43Z 94.9K followers, 10.8K 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 94.9K followers, 70.9K 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 94.9K followers, 149.8K engagements


"Deutsche Bank says growth in ChatGPTs paying users across Europe has FLATLINED since May 2025. Monthly spending on OpenAI products in France Germany Italy Spain and the UK has shown ZERO growth for X straight months"  
[X Link](https://x.com/wallstengine/status/1979221023305224694) [@wallstengine](/creator/x/wallstengine) 2025-10-17T16:20Z 94.9K followers, 17.2K engagements


"SALESFORCE $CRM OFFERS ITS SERVICES TO BOOST TRUMPS IMMIGRATION FORCE - NYT"  
[X Link](https://x.com/wallstengine/status/1979233247629353342) [@wallstengine](/creator/x/wallstengine) 2025-10-17T17:09Z 94.9K followers, 15K engagements


"$NKTR shares are higher today up XX% on a circulating Betaville post claiming Eli Lilly $LLY might acquire it. Worth noting: NKTR is already suing Lilly in a 2023 case alleging the company deliberately destroyed development of rezpeq"  
[X Link](https://x.com/wallstengine/status/1979240504568009134) [@wallstengine](/creator/x/wallstengine) 2025-10-17T17:38Z 94.9K followers, 39.3K 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 94.9K followers, 9985 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 94.9K followers, 25.8K 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 94.9K followers, 21.7K engagements


"$NVDA CEO Jensen Huang: We are XXX% out of China. We went from XX% market share to 0%. I cant imagine any policymaker thinking thats a good idea whatever policy we implemented caused America to loose one of the largest markets in the world to 0%"  
[X Link](https://x.com/wallstengine/status/1979304013343658222) [@wallstengine](/creator/x/wallstengine) 2025-10-17T21:50Z 94.9K followers, 1.1M 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 94.9K followers, 44.5K 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 94.9K followers, 292.6K engagements


"Maybe the real macro call of the decade came from Costco. 🥇 When Costco $COST started selling 1oz GOLD bars in mid-2023 they went for around $1900 each and sold out within hours. Those same bars now sell for over $4200 as gold prices hit a record $4225 this week making it the best-performing major asset over the past XX years with annualized returns above 11%. Costcos gold sales have climbed to nearly $XXX million a month and the hype hasnt slowed down. Theyve quietly turned into one of the biggest retail gold sellers in the U.S. Also fun fact it now takes XXX hours of work in the U.S. to"  
[X Link](https://x.com/wallstengine/status/1979603116741054479) [@wallstengine](/creator/x/wallstengine) 2025-10-18T17:38Z 94.9K followers, 98.9K engagements


"Kering SA is reportedly in talks to sell its beauty division to LOral for around $4.7B per Bloomberg. The deal could be announced as soon as next week if talks finalize. The sale would mark CEO Luca de Meos first major move since taking over last month as Kering faces weak Chinese demand and rising U.S. tariffs"  
[X Link](https://x.com/wallstengine/status/1979624761031586011) [@wallstengine](/creator/x/wallstengine) 2025-10-18T19:04Z 94.9K followers, 14.8K engagements


"EARNINGS SEASON ABOUT TO HIT FULL SPEED NEXT WEEK: Tue: $KO $LMT $GM $MMM $NFLX $ISRG $TXN Wed: $VRT $GEV $T $TSLA $LVS $IBM $LUV $QS $LRCX Thu: $TMUS $AAL $INTC $F $DECK Fri: CPI + $PG"  
[X Link](https://x.com/wallstengine/status/1980021869278552151) [@wallstengine](/creator/x/wallstengine) 2025-10-19T21:22Z 94.9K followers, 29.8K engagements


"TRUMP SAYS WE CAN LOWER WHAT CHINA HAS TO PAY IN TARIFFS BUT CHINA HAS TO DO THINGS FOR US TOO TRUMP SAYS DO NOT WANT CHINA TO PLAY RARE EARTH GAME WITH US"  
[X Link](https://x.com/wallstengine/status/1980129477494747428) [@wallstengine](/creator/x/wallstengine) 2025-10-20T04:30Z 94.9K followers, 43.1K engagements


"Chinas GDP grew XXX% in Q3 while high-tech manufacturing expanded 9.6%. Equipment manufacturing rose 9.7%. Industrial robot output increased XXXX% new energy vehicles XXXX% and 3D printing equipment 40.5%. Despite being the weakest GDP growth in a year China said its X% annual target remains within reach"  
[X Link](https://x.com/wallstengine/status/1980154262714990937) [@wallstengine](/creator/x/wallstengine) 2025-10-20T06:09Z 94.9K followers, 33.1K engagements


"Several media reports say Trump officials are considering a possible meeting between President Trump and Kim Jong Un during Trumps Asia trip for the APEC summit which runs from Oct. XX to Nov. 1"  
[X Link](https://x.com/wallstengine/status/1980170088952234007) [@wallstengine](/creator/x/wallstengine) 2025-10-20T07:11Z 94.9K followers, 12K engagements


"Barclays Downgrades $ALAB to Equalweight from Overweight PT $155"  
[X Link](https://x.com/wallstengine/status/1980171191701868615) [@wallstengine](/creator/x/wallstengine) 2025-10-20T07:16Z 94.9K followers, 13K engagements


"Goldman Sachs Initiates Coverage on $CAVA with Neutral Rating PT $XX Analyst comments: "CAVA is a fast-casual restaurant brand founded in 2011 that serves authentic Mediterranean cuisine such as healthful and holistically-sourced bowls salads and pitas across approximately XXX stores in XX states and the District of Columbia. We see robust long-term growth potential with CAVA's market share gains and attractive return profile (exceeding 40%+ year-two cash-on-cash return targets) which translates to our projections of 22%+ total revenue CAGR (including XX% unit CAGR and an average 4%"  
[X Link](https://x.com/wallstengine/status/1980174367452791291) [@wallstengine](/creator/x/wallstengine) 2025-10-20T07:28Z 94.9K followers, 11.5K engagements


"Evercore ISI Reiterates Outperform Rating on $AAPL PT $XXX Analyst comments: "We believe Apple is well positioned to report upside to current September-quarter consensus expectations and could guide to further upside for the December quarter. Our positive bias is driven by iPhone data points suggesting this may be more than the average iPhone refresh cycle as lead times for the base iPhone XX are above last years October levels. In addition our survey work indicates a strong demand environment with a higher-than-average number of respondents planning to purchase a new iPhone this year."  
[X Link](https://x.com/wallstengine/status/1980187331094265861) [@wallstengine](/creator/x/wallstengine) 2025-10-20T08:20Z 94.9K followers, 12.2K engagements


"Raymond James Raises $RDDT PT to $XXX from $XXX Maintains Strong Buy Rating Analyst comments: "The Call: We update our bottom-up ARPU analysis and pencil out a $XXX U.S. logged-in ARPU bull case driven by moderate increases to ad load a significant step-up in CPMs (supported by positive agency checks and updated ad campaign manager metrics) and a benefit from on-platform AI search lifting query volume. ARPU model available upon request. We reiterate our Strong Buy rating on RDDT. Key elements of our ARPU analysis include: CPM: Our recent agency checks noted $6+ (e-commerce focus with"  
[X Link](https://x.com/wallstengine/status/1980222984427352408) [@wallstengine](/creator/x/wallstengine) 2025-10-20T10:42Z 94.9K followers, 12K engagements


"Counterpoint Research said Apples $AAPL iPhone XX series outsold the iPhone XX by XX% in its first XX days across China and the U.S"  
[X Link](https://x.com/wallstengine/status/1980223503396921365) [@wallstengine](/creator/x/wallstengine) 2025-10-20T10:44Z 94.9K followers, 18.7K engagements