[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @wallstengine Wall St Engine Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $XX billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a XX% year-over-year revenue increase. ### Engagements: XXXXXXX [#](/creator/twitter::1508426880860704771/interactions)  - X Week XXXXXXXXX +97% - X Month XXXXXXXXXX -XX% - X Months XXXXXXXXXXX +95% - X Year XXXXXXXXXXX +441% ### Mentions: XXX [#](/creator/twitter::1508426880860704771/posts_active)  - X Week XXX -XX% - X Month XXXXX -XX% - X Months XXXXX +42% - X Year XXXXXX +70% ### Followers: XXXXXXX [#](/creator/twitter::1508426880860704771/followers)  - X Week XXXXXXX +1.50% - X Month XXXXXXX +6.20% - X Months XXXXXXX +65% - X Year XXXXXXX +315% ### CreatorRank: XXXXXX [#](/creator/twitter::1508426880860704771/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #248 [technology brands](/list/technology-brands) #2316 [finance](/list/finance) #1637 [cryptocurrencies](/list/cryptocurrencies) #426 [countries](/list/countries) #6734 [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) #502 [fashion brands](/list/fashion-brands) #2134 [social networks](/list/social-networks) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [ai](/topic/ai) #1106, [$nvda](/topic/$nvda) #57, [$googl](/topic/$googl) #147, [ceo](/topic/ceo) #336, [china](/topic/china) #423, [business](/topic/business) #1029, [$wbd](/topic/$wbd) #9, [$nflx](/topic/$nflx) #14, [morgan stanley](/topic/morgan-stanley) #8, [open ai](/topic/open-ai) #243 **Top accounts mentioned or mentioned by** [@william_r2rclub](/creator/undefined) [@stockpulsenow](/creator/undefined) [@grok](/creator/undefined) [@marian_radut](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@sergiustrading](/creator/undefined) [@archevaluesx](/creator/undefined) [@tallseller](/creator/undefined) [@askfinvest](/creator/undefined) [@madeinborsacom](/creator/undefined) [@drkauhau](/creator/undefined) [@number1invest_](/creator/undefined) [@stockstormx](/creator/undefined) [@jespabe](/creator/undefined) [@1991wolfpack](/creator/undefined) [@dalyamanagement](/creator/undefined) [@abirichardsett](/creator/undefined) [@fastfinance_](/creator/undefined) [@irishdrunkdance](/creator/undefined) [@bedurion](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Morgan Stanley (MS)](/topic/morgan-stanley) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Tesla, Inc. (TSLA)](/topic/$tsla) [Micron Technology, Inc. (MU)](/topic/$mu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Mario Coin (COIN)](/topic/$coin) [Apple, Inc. (AAPL)](/topic/$aapl) [Oklo Inc. (OKLO)](/topic/$oklo) [Bullish (BLSH)](/topic/$blsh) [Alibaba Group (BABA)](/topic/$baba) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Novo-Nordisk (NVO)](/topic/$nvo) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Home Depot, Inc. (HD)](/topic/$hd) [IBM (IBM)](/topic/ibm) [Cream (CRM)](/topic/$crm) [Academy Sports and Outdoors, Inc. (ASO)](/topic/$aso) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) ### Top Social Posts Top posts by engagements in the last XX hours "STEVE COHEN'S POINT72 REPORTS XXX% LIONSGATE $LION STAKE" [X Link](https://x.com/wallstengine/status/1985455621244907733) 2025-11-03T21:14Z 110K followers, 12.2K engagements "Snowflake is acquiring Datometry the SF startup behind Hyper-Q a platform that lets enterprises migrate apps from legacy warehouses like Teradata and Oracle without rewriting SQL. $SNOW says the tech can cut Teradata migration costs by up to XX% and speed timelines 4x" [X Link](https://x.com/wallstengine/status/1988272326962802863) 2025-11-11T15:47Z 110K followers, 10.6K engagements "AI STRESS TEST WEEK AS NVIDIA REPORTS: Mon: $XPEV $ARBE $TCOM Tues: $HD $BIDU $PDD $MDT $FUTU $KLAR $POWL $LZB Wed: $TGT $LOW $TJX $WIX $GLBE $BLSH $NVDA $PANW $CENC Thu: $WMT $ZIM $NTES $BBWI $VNET $INTU $BULL $GAP $ESTC $ROST Fri: $BJ $MNSO" [X Link](https://x.com/wallstengine/status/1990083530177610223) 2025-11-16T15:44Z 110K followers, 33.1K engagements "Michael Burry has officially launched his paid Substack Cassandra Unchained after winding down Scion Asset Management earlier this month. The subscription runs $XXX a year or $XX monthly. Per Substack over 7700 people have already subscribed" [X Link](https://x.com/wallstengine/status/1992840897743196548) 2025-11-24T06:21Z 110K followers, 353.3K engagements "Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle very different compounding speeds" [X Link](https://x.com/wallstengine/status/1995451168458162344) 2025-12-01T11:13Z 110K followers, 11.5K engagements "$IBM CEO says that at todays costs it takes about $80B to build & fill a X GW AI data center so the XXX GW of announced capacity implies roughly $8T of capex & no way youre going to get a return on that since youd need about $800B of profit just to pay for the interest" [X Link](https://x.com/wallstengine/status/1995817166307033183) 2025-12-02T11:27Z 110K followers, 1.5M engagements "SALESFORCE $CRM CEO MARC BENIOFF SAYS HE MIGHT RENAME THE COMPANY 'AGENTFORCE' - BUSINESS INSIDER" [X Link](https://x.com/wallstengine/status/1996929414324682819) 2025-12-05T13:07Z 110K followers, 444.8K engagements "Demand for on site power keeps climbing as data centers outbuild the grid and BofA calls power a bullish call for Caterpillar. Their work shows $CAT reciprocating engine and industrial turbine businesses are sitting right in the sweet spot for both prime and backup power with Virginia air permit data showing CAT as the clear leader on 1MW units and Cummins a distant second. BofA highlights that X year CAGR for data center construction starts is running just under XXX% while power infrastructure starts are only up about XX% which they see as a setup for CAT through 20262027. Caterpillar is" [X Link](https://x.com/wallstengine/status/1997448578265170179) 2025-12-06T23:30Z 110K followers, 35.5K engagements "EVENT PACKED WEEK: Tues: JOLTS + $ASO $GME $AVAV $CASY Wed: CPI + FOMC + $CHWY $ORCL $ADBE $SNPSP Thu: Jobless Claims + PPI + $CIEN $AVGO $COST $LULU $RH" [X Link](https://x.com/wallstengine/status/1997647169877127627) 2025-12-07T12:39Z 110K followers, 19.5K engagements "Semafor reports the US Commerce Dept is preparing to let Nvidia $NVDA export H200 GPUs to China chips roughly XX months behind its most advanced parts" [X Link](https://x.com/wallstengine/status/1998090439312961874) 2025-12-08T18:00Z 110K followers, 91.3K engagements "JIMMY KIMMEL EXTENDS DEAL WITH DISNEYS $DIS ABC FOR AT LEAST A YEAR" [X Link](https://x.com/wallstengine/status/1998128387446145058) 2025-12-08T20:31Z 110K followers, 9147 engagements "$ARES MANAGEMENT SET TO REPLACE KELLANOVA IN S&P 500" [X Link](https://x.com/wallstengine/status/1998156993052496191) 2025-12-08T22:25Z 110K followers, 11.6K engagements "Today's Key Events (All EST) 12/09/2025 06:00: US NFIB Business Optimism Index 08:55: US Redbook YoY 10:00: US JOLTS Job Openings 13:00: US 10-Year Note Auction Before Open 👇 07:00: SailPoint $SAIL 07:15: Campbell Soup $CPB 06:55: AutoZone $AZO 07:30: Ollie's Bargain Outlet $OLLI 06:45: Ferguson $FERG 08:00: Academy Sports and Outdoors $ASO Before Open: Arqit Quantum $ARQQ 07:00: Cognyte $CGNT 06:45: Designer Brands $DBI 06:45: Caleres $CAL 06:45: Korn/Ferry International $KFY 06:45: Lands' End $LE 07:30: Core & Main $CNM 07:00: G-III Apparel Group $GIII 07:00: Vince Holding $VNCE After" [X Link](https://x.com/wallstengine/status/1998272900684497024) 2025-12-09T06:06Z 110K followers, 13.3K engagements "S&P XXX $SPY reaction on each FOMC day this year 🟥 JAN: -XXXX% (Pause) 🟩 MAR: +1.06% (Pause) 🟩 MAY: +0.43% (Pause) 🟥 JUN: -XXXX% (Pause) 🟥 JUL: -XXXX% (Pause) 🟥 SEP: -XXXX% (25bps Cut) 🟩 OCT: +0.05% (25bps Cut) 🤔DEC: Implied move +/- XXX% Data via @edgeful" [X Link](https://x.com/wallstengine/status/1998312055699538298) 2025-12-09T08:41Z 110K followers, 10.7K engagements "EU opens antitrust probe into $GOOGL over AI training. Brussels is investigating whether Google used publisher sites and YouTube content for Gemini and other AI services on unfair terms with inadequate compensation or opt-out options for creators and rivals. Source: Reuters" [X Link](https://x.com/wallstengine/status/1998314411916980587) 2025-12-09T08:50Z 110K followers, 49.1K engagements "Taiwans exports jumped XX% YoY in November to a record $64B the fastest growth since 2010 driven by AI and chip demand with shipments to the US up XXX% and to China up 16.5%. The finance ministry expects December exports to rise 4045% YoY" [X Link](https://x.com/wallstengine/status/1998329220498624617) 2025-12-09T09:49Z 110K followers, 12.9K engagements "JPMORGAN SEES CHINESE AI STOCKS MORE AFFORDABLE THAN US PEERS. EMERGING MARKETS TO BENEFIT FROM WEAKER OR STABLE USD" [X Link](https://x.com/wallstengine/status/1998373310212816939) 2025-12-09T12:44Z 110K followers, 11.8K engagements "MICROSOFT $MSFT TO INVEST $17.5B IN INDIA - CEO NADELLA" [X Link](https://x.com/wallstengine/status/1998380286594392463) 2025-12-09T13:12Z 110K followers, 9390 engagements "WH HASSETT: THINK THE WORLD OF FED VICE CHAIR JEFFERSON MY RELATIONSHIP WITH POWELL IS 'VERY STRONG MET WITH POWELL ALMOST REGULARLY IN MY CURRENT ROLE" [X Link](https://x.com/wallstengine/status/1998402630712738284) 2025-12-09T14:41Z 110K followers, 6826 engagements "JPMorgan on "Is AI a bubble" Unlike past episodes of speculative excess todays AI cycle is being largely financed by profitable cash-rich firms and underpinned by robust demand. The tech sectors free cash flow margin near XX% is more than double its late 1990s level underscoring both robust profitability and the capacity to self-fund AI investment. AI spending is also translating into monetized demand for AI hardware cloud services and software helping justify continued investment. Indeed bubbles burst into nothing but the AI theme is building real infrastructure to meet growing demand. Still" [X Link](https://x.com/wallstengine/status/1995801489340588394) 2025-12-02T10:25Z 110K followers, 179.7K engagements "$UBER and $NBIS's Avride just launched all electric robotaxi rides in Dallas covering about nine square miles from Downtown to Uptown Turtle Creek and Deep Ellum. Riders who request UberX Comfort or Comfort Electric can be matched with an Avride at no extra cost with an on board safety specialist for now & fully driverless service planned later" [X Link](https://x.com/wallstengine/status/1996188092999631338) 2025-12-03T12:01Z 110K followers, 43.5K engagements "AMAZON $AMZN PAYS ITALY 180M EUROS TO END TAX LABOUR PROBE - REUTERS" [X Link](https://x.com/wallstengine/status/1996873200756838760) 2025-12-05T09:24Z 110K followers, 9318 engagements "Needham Starts $LEU at Buy PT $XXX 'Core to Unlocking U.S. Nuclear Growth Ambitions' "Centrus is moving from a profitable LEU broker into a strategic anchor of U.S. enrichment security. With Russian supply exiting SWU pricing at record highs DOE procurement frameworks in place and $3.9B of backlog Centrus stands at the center of a multi-decade domestic fuel-cycle rebuild. Execution funding and TENEX-related volatility create noise but the companys NRC license first-mover HALEU capability and strengthened liquidity position ($1.6B cash) provide an asymmetric setup as U.S. policy mandates new" [X Link](https://x.com/wallstengine/status/1996912663566471221) 2025-12-05T12:00Z 110K followers, 11.9K engagements "Netflix is buying Warner Bros Discoverys studio + HBO assets in a cash and stock deal valuing $WBD at about $82.7B EV or $XXXXX per share ($23.25 cash $XXXX in $NFLX). Expected to close XX to XX months after the Discovery Global spin with $2B to $3B in cost saves and EPS accretion by year two" [X Link](https://x.com/wallstengine/status/1996914319930663311) 2025-12-05T12:07Z 110K followers, 76.7K engagements "BOFA PREVIEW ON $AVGO ER: SUPPLY MAIN CONSTRAINT IN MARCH TO $100B Broadcom reports Dec-11 we expect upside to data center sales driven by success of Googles Gemini X inferencing demand. Consensus data center sales (incl. networking) stand at: 1) FQ425: $5.7bn 2) FY26E: $38.3bn up XX% YoY inc. $10bn for Anthropic and 3) FY27/28E: up 55%/45% at $59.3bn/$85.7bn with scenario bull-case $100bn. Upside from Googles ability to add external TPU customers and from faster adoption of AVGO custom chips/networking (incl. co-packaged optics lasers/switches) at OpenAI Apple xAI and potentially Microsoft." [X Link](https://x.com/wallstengine/status/1997988148383719588) 2025-12-08T11:14Z 110K followers, 16.8K engagements "$MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium X and X designs to Alchip which they see behind the slowdown to XX% XPU growth in 2026 and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also reported last friday that Microsoft is shifting its custom chip design work from Marvell to Broadcom" [X Link](https://x.com/wallstengine/status/1997997672679260289) 2025-12-08T11:52Z 110K followers, 47.9K engagements "Infinity Natural Resources $INR is buying Ohio Utica upstream and midstream assets from Antero $AR / $AM for $1.2B then selling XX% to $NOG for $588M and keeping 51%. The deal adds 71K net acres XXX mmcfe/d 110+ undeveloped laterals XXX Bcf of undeveloped reserves plus gathering and water infrastructure funded with cash and an upsized credit line and targeting about $25M in 2026 synergies" [X Link](https://x.com/wallstengine/status/1998000153610060137) 2025-12-08T12:02Z 110K followers, 7602 engagements "Arrowhead $ARWR has dosed the 1st subjects in its Phase 1/2a trial of ARO-MAPT an RNAi drug targeting tau in early Alzheimers. First real test of their new brain-penetrant delivery system given by subcutaneous injection with up to XXX participants (healthy + early AD); initial readout from the early cohorts is expected in 2H 2026" [X Link](https://x.com/wallstengine/status/1998028137628659910) 2025-12-08T13:53Z 110K followers, 7385 engagements "JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the XX% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say" [X Link](https://x.com/wallstengine/status/1998085878456229973) 2025-12-08T17:42Z 110K followers, 46K engagements "WARREN: PARAMOUNT-SKYDANCE BID IS FIVE-ALARM ANTITRUST FIRE $PSKY $NFLX $WBD" [X Link](https://x.com/wallstengine/status/1998106418076074457) 2025-12-08T19:04Z 110K followers, 17.1K engagements "Tiger Global says the $GOOGL's WAYMO unit is now doing 450k paid rides per week almost double April's 250k as it expands to freeways and new cities. The letter calls Waymo "10x safer than human drivers."" [X Link](https://x.com/wallstengine/status/1998164091475800574) 2025-12-08T22:53Z 110K followers, 26.6K engagements "JAMIE DIMON ON AI: MAYBE ONE DAY WELL BE WORKING LESS HARD BUT HAVING WONDERFUL LIVES" [X Link](https://x.com/wallstengine/status/1998298733050761708) 2025-12-09T07:48Z 110K followers, 9403 engagements "US solar has logged XXXX GW in Q3 up XX% QoQ third biggest quarter ever and taking 2025 installs past XX GW. Solar is XX% of new US power capacity YTD with most growth in red states even as XX GW of projects sit in permitting limbo per SEIA. $FSLR $ARRY $SHLS $NXT" [X Link](https://x.com/wallstengine/status/1998321210741096865) 2025-12-09T09:17Z 110K followers, 9152 engagements "EssilorLuxottica is down XXX% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up 2026 AI glasses plans with Warby Parker $WRBY" [X Link](https://x.com/wallstengine/status/1998352792235491742) 2025-12-09T11:23Z 110K followers, 6322 engagements "$CVS nudges guidance higher: 2025 revenue at least $400B and adj EPS $6.60-6.70 with 2026 adj EPS at $7.00-7.20 and op cash flow $10B. Mgmt is targeting a mid-teens EPS CAGR through 2028 and launching an AI native engagement as a service platform" [X Link](https://x.com/wallstengine/status/1998356704770322631) 2025-12-09T11:39Z 110K followers, 6598 engagements "ExxonMobil $XOM raised its 2030 targets: guiding to $25B higher earnings and $35B higher free cash flow vs 2024 both $5B above its prior plan and without higher capex. Also sees 5.5m boe/d with Permian 2.5m and ROCE above XX% by 2030" [X Link](https://x.com/wallstengine/status/1998360360349516161) 2025-12-09T11:53Z 110K followers, 14K engagements "$JPM co-CEO Marianne Lake says the consumer backdrop is a bit more fragile sees 2025 card charge-offs around XXX% expects Q4 IB revenue up low single digits y/y Q4 markets revenue up low teens and guides 2026 expenses to about $105B" [X Link](https://x.com/wallstengine/status/1998447903032094764) 2025-12-09T17:41Z 110K followers, 49.2K engagements "SPACEX SEES ABOUT $15B IN 2025 SALES $22B-$24B IN 2026" [X Link](https://x.com/wallstengine/status/1998492556267762104) 2025-12-09T20:38Z 110K followers, 10.7K engagements "SpaceX is working toward a 2026 IPO at about a $1.5T valuation aiming to raise well over $30B. A X% float would be roughly $40B topping Saudi Aramcos $29B record. Revenue is seen around $15B in 2025 and $22B to $24B in 2026 driven mostly by Starlink" [X Link](https://x.com/wallstengine/status/1998494303648444752) 2025-12-09T20:45Z 110K followers, 153.7K engagements "Oracles $ORCL credit default swaps have surged to their highest levels since 2023 as the company takes on significant debt to fund its AI infrastructure build-out. The cost to insure Oracles debt has nearly doubled since June according to ICE Data Services. Morgan Stanley expects net adjusted debt to rise from about $XXX billion today to close to $XXX billion by fiscal 2028 and recommends hedging with five-year CDS" [X Link](https://x.com/wallstengine/status/1983532684598202756) 2025-10-29T13:53Z 110K followers, 34.8K engagements "Boaz Weinsteins Saba has been selling credit default swaps on $ORCL $MSFT $META $AMZN and $GOOGL to banks and other lenders that want hedges on AI related credit risk" [X Link](https://x.com/wallstengine/status/1990498012788109622) 2025-11-17T19:11Z 110K followers, 19.4K engagements "Forbes says $OKLO is closer to a paper reactor than a utility play. Youve got a roughly $14B market cap on zero revenue an NRC application that was previously denied a 1350 MW pipeline that likely does not translate to real revenue until late in the decade and heavy dilution risk from a $3.5B shelf. All while SMR peers like NuScale X-energy and Kairos already have approvals big equity checks and concrete going in the ground" [X Link](https://x.com/wallstengine/status/1995878436582445304) 2025-12-02T15:31Z 110K followers, 63.1K engagements "Crypto and crypto-related names are trying to show some signs of life as Bitcoin gets back above $90K $BTC $TONX $COIN $CRCL $BLSH $BMNR $MSTR" [X Link](https://x.com/wallstengine/status/1996268804989669540) 2025-12-03T17:22Z 110K followers, 8571 engagements "Palantir $PLTR launched Chain Reaction an AI infra platform with CenterPoint Energy and $NVDA to coordinate utilities data centers and builders around AI power demand" [X Link](https://x.com/wallstengine/status/1996532507354005717) 2025-12-04T10:50Z 110K followers, 11.5K engagements "Target $TGT is testing new next day delivery models as it tries to work out of a XX quarter sales slump" [X Link](https://x.com/wallstengine/status/1996647450950750561) 2025-12-04T18:27Z 110K followers, 9187 engagements "$S Q3'26 Earnings Snapshot 🔹 Revenue: $258.9M (Est. $256.16M) 🟢; +23% YoY 🔹 EPS: $XXXX (Est. $0.05) 🟢 🔹 ARR: $1.06B; +23% YoY 🔹 Customers with ARR $100K: 1572; +20% YoY Guide: 🔹 Q4 Revenue: $271M (Est. $273.5M) 🔴 🔹 FY26 Revenue: $1.001B 🔹 Q4 Non-GAAP GM: XXXX% 🔹 Q4 Non-GAAP Op Margin: X% 🔹 FY26 Non-GAAP GM: XXXX% 🔹 FY26 Non-GAAP Op Margin: X% Profitability & Cash Flow: 🔹 Non-GAAP Gross Margin: XX% (vs XX% YoY) 🔹 Non-GAAP Operating Margin: X% (vs -X% YoY) 🔹 Non-GAAP Net Income Margin: XX% (vs X% YoY) 🔹 FCF Margin: X% (vs -X% YoY) 🔹 Cash & Investments: $873.6M Other: 🔹 CFO" [X Link](https://x.com/wallstengine/status/1996689384557760759) 2025-12-04T21:13Z 110K followers, 12.6K engagements "$RBRK Q3'26 Earnings Snapshot 🔹 Sales: $350.2M (Est. $321M); +48% YoY 🟢 🔹 EBIT: $10M (Est. -$43M) 🟢 🔹 EPS (non GAAP): $XXXX (Est. -$0.17) 🟢 FY26 GUIDE 🔹 Revenue: $1.28B$1.282B (Est. $1.23B) 🟢 🔹 EPS (non GAAP): $(0.20) to $(0.16) (Est. $(0.49)) 🟢 🔹 Subscription ARR: $1.439B$1.443B (Prev. $1.41B) 🟢 🔹 Free Cash Flow: $194M$202M (Prev. $150M; mid $198M) 🔹 Non GAAP Sub ARR Contribution Margin: X% Q4 GUIDE 🔹 Revenue: $341M$343M 🔹 Non GAAP Sub ARR Contribution Margin: X% 🔹 Non GAAP EPS: $(0.12) to $(0.10) Other Q3 Metrics: 🔹 Subscription ARR: $1.35B; +34% YoY 🔹 Subscription" [X Link](https://x.com/wallstengine/status/1996690271845900570) 2025-12-04T21:17Z 110K followers, 20.8K engagements "Goldman Sachs Reiterates Buy on $AMZN PT $XXX Analyst comments: "We recap Amazon's annual AWS re:Invent conference where management outlined a range of new product and service announcements tied to their view of how the public cloud industry will evolve particularly in artificial intelligence machine learning and custom silicon. Combined with Amazons recent earnings report we view the key takeaways from re:Invent and managements forward narrative as another positive step in improving investor sentiment around AWSs artificial intelligence thematic positioning. We see these two eventsearnings" [X Link](https://x.com/wallstengine/status/1996873555326415349) 2025-12-05T09:25Z 110K followers, 24.4K engagements "WSJ reports SpaceX is in talks to sell insider shares at about an $800B valuation roughly double the $400B level from July. That would make it the most valuable startup again overtaking OpenAI" [X Link](https://x.com/wallstengine/status/1997017654662746439) 2025-12-05T18:58Z 110K followers, 15.2K engagements "$IBM is reportedly close to a roughly $11B deal for Confluent $CFLT per WSJ in what would be its biggest AI data infrastructure bet yet" [X Link](https://x.com/wallstengine/status/1997952052719407504) 2025-12-08T08:51Z 110K followers, 8959 engagements "Morgan Stanley Downgrades $TSLA to Equal-weight from Overweight Raises PT to $XXX from $XXX Analyst comments: "Tesla remains a clear global leader in electric vehicles manufacturing renewable energy and real-world AI and we continue to view it as deserving of a premium valuation. However high expectations around its non-auto businesses and AI have brought the stock closer to fair value. While it is well understood that Tesla is more than an auto manufacturer we expect a choppy trading environment over the next XX months as we see downside to near-term estimates and believe catalysts for its" [X Link](https://x.com/wallstengine/status/1997961112713588994) 2025-12-08T09:27Z 110K followers, 8281 engagements "Morgan Stanley Auto coverage: $GM: Upgraded to Overweight PT $XX (from $54) $LCID: Downgraded to Underweight PT $XX (from $30) $RIVN: Downgraded to Underweight PT $XX $EVR: Downgraded to Equalweight PT $XXX $RACE: Downgraded to Equalweight PT $XXX (from $520)" [X Link](https://x.com/wallstengine/status/1997961713447313417) 2025-12-08T09:29Z 110K followers, 10.2K engagements "$FULC shares are rising this morning following first XX mg data from the Phase 1b PIONEER SCD trial at ASH: at week X mean HbF rose XXX% vs XXX% on XX mg and XX% of patients reached XX% HbF a clear dose response that makes XX mg the likely go forward dose as investors wait on FDA read on the next phase" [X Link](https://x.com/wallstengine/status/1997966238417584568) 2025-12-08T09:47Z 110K followers, 7388 engagements "CoreWeave $CRWV plans to raise $2B via convertible senior notes due 2031 in a private deal with an extra $300M option for buyers" [X Link](https://x.com/wallstengine/status/1997999389575643159) 2025-12-08T11:59Z 110K followers, 76.3K engagements "NextEra Energy $NEE out with more announcements this morning. It signed XXX GW of solar and storage with $META across ERCOT SPP MISO and New Mexico (11 PPAs X storage deals XX projects starting 2026) extended XXX MW of Point Beach nuclear with WPPI into the 2050s and agreed with Basin Electric on a proposed 1450 MW gas plant in North Dakota to back a multi-GW data center campus" [X Link](https://x.com/wallstengine/status/1998008355689054479) 2025-12-08T12:34Z 110K followers, 30.2K engagements "$IBM is buying Confluent $CFLT for $31/share in cash valuing the data streaming company at about $11B. Confluent has 6500+ customers and says its TAM has doubled to $100B. IBM says the deal should strengthen its data and automation stack for enterprise AI" [X Link](https://x.com/wallstengine/status/1998015521523138788) 2025-12-08T13:03Z 110K followers, 9057 engagements "Paramount Skydance $PSKY CEO says their $WBD offer is superior to Netflixs in every dimension and argues it should clear regulators faster than the $NFLX deal targeting roughly a XX month approval timeline while fighting for value for both sets of shareholders" [X Link](https://x.com/wallstengine/status/1998058048745849119) 2025-12-08T15:52Z 110K followers, 10.2K engagements "THUNE: DOJ HAS TO TAKE A HARD LOOK AT PARAMOUNT BID FOR WARNER $WBD $PSKY" [X Link](https://x.com/wallstengine/status/1998119692100333714) 2025-12-08T19:57Z 110K followers, 8736 engagements "Two way bid war for Warner Bros Discovery right now: Paramount Skydance hostile: $30/sh all-cash $108B takes all of $WBD (incl. cable) Ellison + Gulf capital Kushner involved Pitching faster close and cleaner antitrust profile Netflix deal: XXXXX dollars per WBD share (23.25 cash + about XXXX in NFLX stock) about 83B EV with debt Carves out cable into Discovery Global Netflix keeps studios HBO / Max DC HP Netflix pays WBD XXX billion dollars if the deal dies on antitrust or similar regulatory grounds. WBD owes Netflix XXX billion dollars if it walks to a superior bid like Paramount Skydance" [X Link](https://x.com/wallstengine/status/1998138873801797754) 2025-12-08T21:13Z 110K followers, 24.6K engagements "Resemble AI just raised $13M (now $25M total) to scale its DETECT-3B Omni model which it says detects deepfakes with XX% accuracy. Deepfake fraud losses has hit $1.56B in 2025 and is projected to reach $40B by 2027" [X Link](https://x.com/wallstengine/status/1998166460502565034) 2025-12-08T23:03Z 110K followers, 8030 engagements "Local Korean reports say SK Hynix is exploring listing about XXX% of its shares as ADRs in the US using treasury stock as a value up lever to close its valuation gap with Micron (trading at 11x vs MU 29x PE). h/t to @DrNHJ" [X Link](https://x.com/wallstengine/status/1998325350657655015) 2025-12-09T09:34Z 110K followers, 25.3K engagements "Home Depot $HD reaffirmed FY25 guide at its investor day: X% sales growth comps slightly positive EPS down X% vs 2024 margin 12.6%. Early FY26 outlook assumes flat to +2% comps and EPS flat to +4% with a recovery case of X% to X% sales growth" [X Link](https://x.com/wallstengine/status/1998348938873852026) 2025-12-09T11:08Z 110K followers, 6203 engagements "UBS on $NFLX (Buy PT $150); Pro forma WBD/HBO Max would put Netflix at XXX% US TV share with $30B content spend and ad revenue set to more than 2x in 2025. Analyst comments: "Netflix Co-CEOs Greg Peters and Ted Sarandos presented at the UBS Global Media and Communications Conference. Management expected the offer for $WBD from PSKY announced this morning and remains confident in finalizing its deal to acquire Warner Bros. Key highlights include: Warner Bros. Management sees avenues to unlock value in Warner Bros content given Netflixs reach and business model and plans to strengthen its" [X Link](https://x.com/wallstengine/status/1998355319001428082) 2025-12-09T11:33Z 110K followers, 17.5K engagements "US FDA is launching fresh safety scrutiny of infant RSV antibodies Beyfortus (Sanofi/AstraZeneca) and Enflonsia (Merck) after RFK Jrs team and vaccine skeptics raised seizure and mortality questions per Reuters. No label changes yet but drugmakers have been told to expect detailed follow up" [X Link](https://x.com/wallstengine/status/1998363535240487153) 2025-12-09T12:06Z 110K followers, 6777 engagements "Benchmark sees Favorable FY26 setup on $GRAB: We recently hosted the GRAB IR team for a virtual NDR with investors and came away constructive supported by a positive outlook for FY26. The company is targeting sustained growth across its core segments Deliveries and Mobility while maintaining stable incentive levels. Its Fintech business is positioned for accelerated loan-book expansion and has a clear path to profitability making it a potential key margin driver going forward. GRABs share price has pulled back in recent months largely due to profit-taking in high-beta outperformers and the" [X Link](https://x.com/wallstengine/status/1998381930577113140) 2025-12-09T13:19Z 110K followers, 7702 engagements "DA DAVIDSON: $CWAN COULD FETCH $30-$34 PER SHARE UNDER SOME SORT OF BUYOUT" [X Link](https://x.com/wallstengine/status/1998410074755359007) 2025-12-09T15:11Z 110K followers, 7434 engagements "US 10Y auction (Grade B): Treasury sells $39B 10-year notes stops right on the when-issued at XXXXX% vs XXXXX% last month. Bid-to-cover XXXX vs XXXX with indirects at XXXX% directs XXXX% and dealers just XXX% of the take. Decent demand but at a higher yield" [X Link](https://x.com/wallstengine/status/1998455670375616538) 2025-12-09T18:12Z 110K followers, 7072 engagements "$AVAV Q2'26 Earnings Highlights 🔹 Revenue: $472.5M (Est. $470.29M) 🟢; UP +151% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.79) 🔴 🔹 Bookings: $1.4B; Book-to-bill 2.9x 🔹 Funded Backlog: $1.1B vs $726.6M as of Apr XX 2025 FY26 Guide: 🔹 Revenue: $1.95B$2.00B (Est. $2.00B) 🟡 🔹 Net Loss: -$38M to -$30M 🔹 Non-GAAP Adjusted EBITDA: $300M$320M 🔹 GAAP EPS: -$0.76 to -$0.61 🔹 Non-GAAP EPS: $3.40$3.55 Segment Revenue: 🔹 Autonomous Systems: $301.6M 🔹 Space Cyber & Directed Energy: $170.9M Other Metrics: 🔹 Gross Margin: $104.1M; XX% of revenue vs XX% in Q2'25 🔹 Loss From Operations: -$30.2M vs" [X Link](https://x.com/wallstengine/status/1998504159461667236) 2025-12-09T21:24Z 110K followers, 7828 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) 2025-10-01T10:57Z 110K followers, 42.3K 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) 2025-10-16T07:12Z 110K followers, 14.3K engagements "Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium" [X Link](https://x.com/wallstengine/status/1980564718898336053) 2025-10-21T09:20Z 110K followers, 166.4K engagements "$RKT Rocket Companies Q325 Earnings Highlights 🔹 Adj. Revenue: $1.78B (Est. $1.67B) 🟢 🔹 EPS (Adj): $XXXX (Est. $0.03) 🟢 🔹 Adjusted EBITDA: $349M Q4 Guidance 🔹 Adj Revenue: $2.1B$2.3B (Est. $2.11B) 🟢 Operational & Segment Metrics 🔹 Net Mortgage Rate Lock Volume: $35.8B; UP +20% YoY 🔹 Closed Loan Origination Volume: $32.4B; UP +14% YoY 🔹 Gain on Sale Margin: 2.80%; UP +2 bps YoY 🔹 Servicing UPB: $613B (2.9M loans); $1.7B annualized servicing fee income Balance Sheet & Liquidity 🔹 Total Liquidity: $9.3B (incl. $5.8B cash; $4.0B prefunding tied to Mr. Cooper deal retired post-quarter)" [X Link](https://x.com/wallstengine/status/1983994714643951697) 2025-10-30T20:29Z 110K followers, 10.1K engagements "Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say then went ahead and said every single word people were betting on" [X Link](https://x.com/wallstengine/status/1984220902763204839) 2025-10-31T11:28Z 110K followers, 1.3M engagements "$RIVN Rivian Automotive Q325 Earnings Highlights 🔹 Revenue: $1.56B (Est. $1.49B) 🟢; UP +78% YoY 🔹 Adj. Loss/Share: ($0.65) (Est. ($0.71)) 🟢 🔹 Vehicles Delivered: 13201 (Est. 12972) 🟢 🔹 Production: 10720 (Est. 10487) 🟢 🔹 Gross Profit: $24M; +$416M YoY improvement 🔹 Cash & Equivalents: $4.44B (Est. $4.09B) 🟢 FY25 Outlook 🔹 Vehicle Deliveries: 4150043500 🔹 Adj. EBITDA Loss: $2.0B$2.25B 🔹 CapEx: $1.8B$1.9B Business & Operational Highlights 🔹 R2 launch on track for 1H26; validation builds expected by year-end 🔹 Expanded Illinois plant to 215K annual capacity; broke ground on new" [X Link](https://x.com/wallstengine/status/1985817094441877735) 2025-11-04T21:11Z 110K followers, 17.4K engagements "INITIAL JOBLESS CLAIMS 191K VS 220K EXPECTED" [X Link](https://x.com/wallstengine/status/1996572920441692479) 2025-12-04T13:30Z 110K followers, 14.3K engagements "Moore Threads the GPU startup often called Chinas Nvidia exploded in its Shanghai debut raising about $1.1B and finishing around a $43B market cap after shares jumped nearly 470%" [X Link](https://x.com/wallstengine/status/1996842796519743579) 2025-12-05T07:23Z 110K followers, 16.6K engagements "Cloudflare $NET: Outage not caused by cyber attack. Attack was caused by attempts to detect fix vulnerability. December 5th outage had XX minutes total impact" [X Link](https://x.com/wallstengine/status/1996967663936168210) 2025-12-05T15:39Z 110K followers, 10.1K engagements "BMO Capital calls Netflixs planned $83B Warner Bros. $WBD deal transformative for media and a boost to $NFLX's gaming push. They model $23B in cost synergies by year three and EPS turning accretive 2Yrs post close but stay cautious on integration & regulatory overhang" [X Link](https://x.com/wallstengine/status/1998016650931732810) 2025-12-08T13:07Z 110K followers, 8090 engagements "$TERN trading higher after Terns Pharma posted new Phase X CARDINAL data for CML drug TERN-701 at ASH. XX% of XX efficacy-evaluable patients hit major molecular response at XX weeks rising to XX% at XXX mg and above with XX% still on drug and no dose-limiting toxicities" [X Link](https://x.com/wallstengine/status/1998130172030243078) 2025-12-08T20:38Z 110K followers, 8182 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) 2025-10-15T11:05Z 110K followers, 465.4K engagements "$TH Q3 Earnings Highlight 🔹 REV: $99.4M (est. $85.3M) 🟢 🔹 EPS: -$0.01 (est. -$0.06) 🟢 🔹 Sees FY25 Revenue $310$320M (est. $313.8M) 🟡 ===== $WRBY Q3 🔹 REV: $221.68M (est. $224.49M) 🔴 🔹 EPS: $XXXX (est. $0.08) 🔴 🔹 Sees FY25 Revenue $871$874M (est. $886M) 🔴 ===== $USFD Q3 🔹 REV: $10.19B (est. $10.18B) 🟢 🔹 EPS: $XXXX (est. $1.03) 🟢 FY25 Outlook (narrowed): 🔹 Net sales growth: XX% (prev 46%) 🟡 🔹 Adj. EBITDA growth: 1012% (prev 9.512%) 🟢 🔹 Adj. Diluted EPS growth: 2426% (prev 19.523%) 🟢 ===== $GVA Q3 🔹 REV: $1.43B (est. $1.51B) 🔴 🔹 EPS: $XXXX (est. $2.36) 🟢 FY25 Outlook:" [X Link](https://x.com/wallstengine/status/1986401384967946687) 2025-11-06T11:52Z 110K followers, 7837 engagements "$NVDA is tightening its AI server supply chain for the Vera Rubin generation in 2H26 shifting to a model where Wistron Quanta and Foxconn build systems all the way to L10 and Nvidia handles the final rack stage and delivery. Its a big change from the split vendor model and should cut variation across racks since Nvidia is now standardizing everything from assembly to cooling module procurement" [X Link](https://x.com/wallstengine/status/1988907395662364935) 2025-11-13T09:50Z 110K followers, 46.7K engagements "$NVDA basically answering Burry: The A100s we shipped six years ago are still running at full utilization today now powered by a much stronger software stack" [X Link](https://x.com/wallstengine/status/1991269595186082070) 2025-11-19T22:17Z 110K followers, 766.2K engagements "$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next X years" [X Link](https://x.com/wallstengine/status/1991270790814433294) 2025-11-19T22:22Z 110K followers, 34.4K engagements "Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia" [X Link](https://x.com/wallstengine/status/1991286263446675589) 2025-11-19T23:23Z 110K followers, 28.6K engagements "$VNET Q3'25 Earnings Highlights 🔹 Revenue: RMB2.58B (Est. RMB2.40B) 🟢 🔹 EPS: (RMB1.14) (Est. RMB0.09) 🔴 🔹 Sees FY'25 Revenue: RMB9.55BRMB9.87B (Est. RMB9.56B) 🟡" [X Link](https://x.com/wallstengine/status/1991440826946511085) 2025-11-20T09:37Z 110K followers, 8142 engagements "Morgan Stanley is flagging growing credit risk at Oracle. 5Yr CDS on $ORCL is around XXXX% a year and per their models could push toward the 2008 peak near X% if the market stays uneasy about how Oracle funds its AI data center buildout. The note cites a funding gap a swelling balance sheet and obsolescence risk after Oracle raised $18B in bonds and lined up roughly $56B in project and construction loans tied to AI infrastructure. Analysts have now closed their long bond trade and are sticking with buy CDS protection instead" [X Link](https://x.com/wallstengine/status/1994333112680239570) 2025-11-28T09:10Z 110K followers, 187.5K engagements "Nasdaq $NDAQ is making its tokenized stock plan a top priority and says it will move as fast as we can to get SEC approval. The proposal filed in September would let investors trade on chain stock tokens that are just digital representations of existing listed shares with the same ticker CUSIP voting rights and dividends and target rollout around Q3 2026 under current SEC market rules" [X Link](https://x.com/wallstengine/status/1995169370310672674) 2025-11-30T16:33Z 110K followers, 59.1K engagements "JPMorgan Reiterates Overweight Rating on $AAPL PT $XXX Analyst comments: "In Week XX of our Apple Product Availability Tracker lead times across the iPhone XX series increased by one day which is largely in line with seasonality for this time of year due to Black Fridayrelated increases in consumer demand. On average lead times are tracking at X days ahead of lead times of X days in Week XX of the prior year implying better year-over-year demand trends. Lead times for the Base model remain in the double-digit days range continuing to signify that the ramp in supply is still trailing demand" [X Link](https://x.com/wallstengine/status/1995451332304810381) 2025-12-01T11:14Z 110K followers, 10.9K engagements "Puerto Ricos oversight board has given conditional approval to New Fortress Energys $NFE $3.2B 7-year LNG supply deal for San Juan and Palo Seco. The revised contract trims what was a 15-year $20B proposal adds backup third party supply & pushes for more open port access" [X Link](https://x.com/wallstengine/status/1995465606418592156) 2025-12-01T12:10Z 110K followers, 7890 engagements "Deutsche Bank estimates that a $X per month price increase at Spotify $SPOT would add about X% to 2026 revenue and gross profit and roughly X% to EBIT versus 2025. In a more aggressive case $X more on Premium and $X on Music only could lift revenue around X% gross profit XX% and EBIT 22%" [X Link](https://x.com/wallstengine/status/1995520593446527484) 2025-12-01T15:49Z 110K followers, 9220 engagements "$CRDO Q2'26 Earnings Highlights 🔹 Revenue: $268.0M (Est. $234.67M) 🟢; UP +20.2% QoQ; UP +272.1% YoY 🔹 Adj EPS: $XXXX (Est. $0.49) 🟢 Q3'26 Guidance: 🔹 Revenue: $335.0M$345.0M 🔹 GAAP Gross Margin: 63.8%65.8% 🔹 Non-GAAP Gross Margin: 64.0%66.0% 🔹 GAAP Operating Expenses: $116.0M$120.0M 🔹 Non-GAAP Operating Expenses: $68.0M$72.0M Other Metrics: 🔹 Non-GAAP Net Income: $127.8M 🔹 GAAP Gross Margin: XXXX% 🔹 Non-GAAP Gross Margin: XXXX% 🔹 GAAP Operating Expenses: $102.3M 🔹 Non-GAAP Operating Expenses: $57.3M 🔹 GAAP Diluted EPS: $XXXX 🔹 Ending Cash & Short-Term Investments: $813.6M" [X Link](https://x.com/wallstengine/status/1995602118208840039) 2025-12-01T21:13Z 110K followers, 42.6K engagements "AMAZON $AMZN RETAIL EXEC DEPARTS FOR BIZDEV ROLE AT OPENAI AFTER 17+ YEARS: THE INFORMATION" [X Link](https://x.com/wallstengine/status/1995866754271371452) 2025-12-02T14:44Z 110K followers, 8623 engagements "Marc Rowan CEO of Apollo Global Management argues that the current scare around private credit is mostly aimed at the wrong thing. In his view commentators are fixating on a tiny sliver of risky loans and treating it as if it represents a $XX trillion market. He breaks that market into two buckets. About $XX trillion of it is investment grade credit largely on bank balance sheets or owned by insurers and pensions. That capital funds long lived projects like energy infrastructure data centers and manufacturing where you want long dated patient money. Banks tend to handle shorter maturities." [X Link](https://x.com/wallstengine/status/1996166376583786790) 2025-12-03T10:35Z 110K followers, 55.1K engagements "$THO Q1'26 Earnings Highlights Results: 🔹 Revenue: $2.39B (Est. $2.05B) 🟢 🔹 EPS: $XXXX (Est. -$0.07) 🟢 FY'26 Guidance: 🔹 Revenue: $9.0B$9.5B (Est. $9.47B) 🟡 🔹 EPS: $3.75$4.25 (Est. $4.07) 🟡" [X Link](https://x.com/wallstengine/status/1996182059409408387) 2025-12-03T11:37Z 110K followers, 6585 engagements "$UBER'S CEO PLANNING TRIP TO ASIA NEXT WEEK. TO VISIT TAIWAN HONG KONG FOR FIRST TIME" [X Link](https://x.com/wallstengine/status/1996183134711542162) 2025-12-03T11:42Z 110K followers, 10.2K engagements "Netflix $NFLX is trading lower even after a record debut for Stranger Things with investors worried about the potential $WBD bid" [X Link](https://x.com/wallstengine/status/1996230092603932788) 2025-12-03T14:48Z 110K followers, 28.1K engagements "COMMERCE SEC. HOWARD LUTNICK: PRICES DON'T MOVE UNLESS TARIFFS ARE ABOVE 50%" [X Link](https://x.com/wallstengine/status/1996235043908558990) 2025-12-03T15:08Z 110K followers, 7663 engagements "PayPal $PYPL shares are falling after its CFO told the UBS tech conference theyre still seeing consumers trade down with average order values lower and Q4 branded checkout growth running a couple points slower than Q3 even though overall guidance remains intact" [X Link](https://x.com/wallstengine/status/1996240321970393483) 2025-12-03T15:29Z 110K followers, 57.3K engagements "OpenAI chief researcher Mark Chen says the AI talent war has gotten so intense that $META tried to poach half his direct reports and Mark Zuckerberg even hand delivered homemade soup to one OpenAI engineer as a recruiting pitch after earlier dangling $100M offers. 😂" [X Link](https://x.com/wallstengine/status/1996265034180362503) 2025-12-03T17:07Z 110K followers, 67.2K engagements "FTC: BOEING $BA CAN CLOSE DEAL TO ACQUIRE SPIRIT AERO $SPR BEFORE 30-DAY COMMENT PERIOD ENDS" [X Link](https://x.com/wallstengine/status/1996282399077056927) 2025-12-03T18:16Z 110K followers, 8370 engagements "$SNOW Q3'26 Earnings Highlights 🔹 Revenue: $1.21B (Est. $1.19B) 🟢; UP +29% YoY 🔹 Adj. Diluted EPS: $XXXX (Est. $0.31) 🟢 🔹 Product Revenue: $1.16B (Est. $1.14B) 🟢; UP +29% YoY 🔹 Net Revenue Retention: XXX% 🔹 RPO: $7.88B; UP +37% YoY Guidance: 🔹 Q4 Product Revenue: $1.195B$1.200B (Est. $1.19B) 🟢; UP +27% YoY 🔹 Q4 Adj. Operating Margin: X% 🔹 FY Product Revenue: $4.45B (Est. $4.41B) 🟢; UP +28% YoY (prior $4.40B) 🔹 FY Adj. Operating Margin: X% 🔹 FY Product Gross Margin (Non GAAP): XX% 🔹 FY Adjusted Free Cash Flow Margin: XX% Other Metrics: 🔹 Product Gross Margin (Non GAAP): XX% 🔹" [X Link](https://x.com/wallstengine/status/1996326198524399645) 2025-12-03T21:10Z 110K followers, 28.3K engagements "Alaska Air Group $ALK cut its Q4 2024 EPS guide to about $XXXX from at least $XXXX citing roughly $XXXX hit from an October IT/cloud outage about $XXXX from shutdown-driven FAA flight cuts (600 cancellations 40000 passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends" [X Link](https://x.com/wallstengine/status/1996334273645961684) 2025-12-03T21:42Z 110K followers, 9373 engagements "Rosenblatt Raises $LITE PT to $XXX from $XXX - Buy Analyst comments: "After our recent Bus Tour meeting with management we are increasing our Lumentum estimates and price target. A wise man once said early on that artificial intelligence would be the Mother of All Cycles and this has never been more apparent for the best-positioned companies. We see Lumentum as the single best-positioned name in our coverage for AI scale-up scale-out and scale-across. The next tier includes Fabrinet (FN Buy) and Ciena (CIEN Buy). Coherent (COHR Buy) is now more of a show-me storycan it execute in 200G" [X Link](https://x.com/wallstengine/status/1996559153809293598) 2025-12-04T12:36Z 110K followers, 12.7K engagements "$META'S ZUCKERBERG PLANS UP TO XX% CUTS FOR METAVERSE EFFORTS - BLOOMBERG" [X Link](https://x.com/wallstengine/status/1996580682148319249) 2025-12-04T14:01Z 110K followers, 158.5K engagements "ESTEE LAUDER $EL CEO LA FAVERIE: FOCUSED ON INCUBATING NEW BRANDS AS PART OF GROWTH STRATEGY" [X Link](https://x.com/wallstengine/status/1996660057891917858) 2025-12-04T19:17Z 110K followers, 10.9K engagements "Baidu $BIDU is trading higher on reports it may IPO its Kunlun AI chip design unit with a non-deal roadshow reportedly planned for next week per local media" [X Link](https://x.com/wallstengine/status/1996839525600186469) 2025-12-05T07:10Z 110K followers, 9865 engagements "Needham Raises $CIEN PT to $XXX from $XXX - Buy Analyst comments: "Ahead of Cienas fiscal fourth-quarter earnings our industry checks indicate broad strong demand in both cloud and telecommunications driven by rising hyperscale artificial-intelligence capital expenditures and positive momentum in telecom. As the industry leader in both pluggable optics and line systems we remain positive on Ciena heading into fiscal year 2026 and expect upside to fourth-quarter results and fiscal 2026 guidance. While fiscal first-quarter seasonality is typically flat to down we see room for modest upside" [X Link](https://x.com/wallstengine/status/1996894317517197803) 2025-12-05T10:48Z 110K followers, 13.1K engagements "$VSCO Q3'25 Earnings Highlight 🔹 Revenue: $1.472B (Est. $1.41B) 🟢; +9% YoY 🔹 EPS: -$0.27 (Est. -$0.59) 🟢 🔹 Opr loss: $19M vs $47M last year 🔹 Adj OI: $0M vs -$28M last year 🔹 Comp sales: +8% FY Guide (raised): 🔹 Net sales: $6.45B$6.48B (Est. $6.39B) 🟢 🔹 Adjusted EPS: $2.40$2.65 (Est. $2.13) 🟢 🔹 Adjusted operating income: $350M$375M (prior $270M$320M) 🔹 Tariff impact: -$90M (improved from -$100M prior guide) Q425 Guide: 🔹 Net sales: $2.17B$2.20B (vs $2.106B last year) 🔹 Adjusted operating income: $265M$290M 🔹 Adjusted EPS: $2.20$2.45" [X Link](https://x.com/wallstengine/status/1996918766702334037) 2025-12-05T12:25Z 110K followers, 9134 engagements "Serve Robotics $SERV is taking its Uber Eats sidewalk delivery bots to Fort Lauderdale adding Downtown and Las Olas on top of Miami as it pushes toward deploying up to 2000 robots across LA Chicago DFW Atlanta and South Florida by year end after passing 100K deliveries" [X Link](https://x.com/wallstengine/status/1996920629338296748) 2025-12-05T12:32Z 110K followers, 12K engagements "Truist: Holiday Season on Track for Record Levels; $AMZN $GOOGL $META $RDDT & $ETSY as Key Beneficiaries; We expect this Holiday Season to hit a record high for US eCom & Digital Ad spending driven by a resilient consumer buoyed by a healthy job market and more efficient digital ad channels fine-tuned by advancements in AI. 3P tracking shows that aggregate QTD holiday spending (incl. Cyber-5) is off to a strong start and our own tracking of eCom names (incl. AMZN & ETSY) shows in-line/better results so far (thru 12/1). We estimate AMZN will grow its share of US ecom to XX% in 2025 from XX% in" [X Link](https://x.com/wallstengine/status/1996968344537506003) 2025-12-05T15:42Z 110K followers, 13.7K engagements "Microsoft $MSFT is reportedly talking with Broadcom $AVGO about co-designing chips for its data centers potentially shifting that business away from Marvell $MRVL (per The Information citing one person involved)" [X Link](https://x.com/wallstengine/status/1997001759290749375) 2025-12-05T17:54Z 110K followers, 102.2K engagements "$META ACQUIRES AI-WEARABLES STARTUP LIMITLESS AI" [X Link](https://x.com/wallstengine/status/1997023860693389530) 2025-12-05T19:22Z 110K followers, 61.1K engagements "THE S&P INDEX $SPY IS REBALANCING CRH $CRH Carvana $CVNA and Comfort Systems USA $FIX will join the S&P XXX replacing LKQ $LKQ Solstice Advanced Materials $SOLS and Mohawk Industries $MHK. Pinterest $PINS Booz Allen $BAH SPX Technologies $SPXC and others move into the S&P MidCap XXX while $PRIM $CWST $INDV $HE $LKQ $SOLS and $MHK shift to the S&P SmallCap XXX. Effective: Before the market opens on Dec XX 2025. Heres the full list of rebalancing changes 👇" [X Link](https://x.com/wallstengine/status/1997071339279237524) 2025-12-05T22:31Z 110K followers, 44.6K engagements "China is pulling Eli Lilly deeper into its drug system. From Jan X Mounjaro goes on the state insurance list for type X diabetes and $LLY $PFE and $JNJ also land on Chinas first innovative drug catalog for private insurers covering XX high cost therapies in cancer Alzheimers & rare disease" [X Link](https://x.com/wallstengine/status/1997954648519643376) 2025-12-08T09:01Z 110K followers, 24.8K engagements "ANTERO RESOURCES $AR IS NEARING A MULTIBILLION DEAL TO ACQUIRE HG ENERGY ACCORDING TO A SUNDAY REPORT BY BLOOMBERG" [X Link](https://x.com/wallstengine/status/1997957189009547361) 2025-12-08T09:11Z 110K followers, 6346 engagements "BofA Securities Raises $MU PT to $XXX from $XXX - Neutral "Compared to prior upcycles (personal computer smartphone 3D NAND etc.) the current artificial intelligence upcycle could be more structural in nature and sustainable. Importantly average memory content in artificial intelligence servers could be: 1) approximately 2x higher than traditional enterprise servers on a sales dollar basis 2) approximately 3x higher for the more profitable DRAM content and 3) even greater (more than 3x) for total gross profit dollars. Meanwhile more disciplined capital expenditure/capacity additions over the" [X Link](https://x.com/wallstengine/status/1997974276260167902) 2025-12-08T10:19Z 110K followers, 11.4K engagements "OnlyFans CEO Keily Blair runs the platform with just XX full-time employees no middle management and generates about $X billion in annual revenue from XXX million users and X million creators" [X Link](https://x.com/wallstengine/status/1997977885152575568) 2025-12-08T10:33Z 110K followers, 119.5K engagements "Blackrock: Over XXX years U.S. GDP per capita has stayed close to a X% trend even through past tech revolutions. AI capex now contributes about 3x its historical average and for the first time makes a sustained growth breakout conceivable" [X Link](https://x.com/wallstengine/status/1997979632948433164) 2025-12-08T10:40Z 110K followers, 15.2K engagements "Bernstein on $TSM: More CoWoS for more revenue toward 5-year AI target; More CoWoS more XPU & XX% revenue growth in 2026. We raise TSMC CoWoS capacity to 125K wpm exiting 2026 & together with some from OSATs the total CoWoS capacity 1250K/yr in 2026. This will be roughly just enough to support projects announced recently (e.g. US$0.5T from Blackwell & Rubin for NVIDIA in 2025 & 2026) but not much more. N2 & price hike on N3/5 will buttress smartphone revenue & mature-node demand is also improving. Thus we forecast TSMC revenue to grow XX% this year & XX% in 2027. Were slightly above consensus" [X Link](https://x.com/wallstengine/status/1997988468031680844) 2025-12-08T11:15Z 110K followers, 27.3K engagements "Barclays Upgrades $KBH to Overweight from Equal Weight Raises PT to $XX from $XX Analyst comments: "We upgrade KB Home to Overweight as we prefer it on a relative basis given strong execution returning focus to build-to-order (BTO) and upside to returns long term. We think return on equity (ROE) could meaningfully recover into 2027 as KBH remains disciplined on capital allocation. We think that mix shift towards BTO could benefit its margin profile especially as it has reduced cycle times meaningfully and we see a path to XX% ROE in 2027 given its $X billion share repurchase authorization."" [X Link](https://x.com/wallstengine/status/1997992562855137294) 2025-12-08T11:32Z 110K followers, 7234 engagements "Wedbush has bumped its $AAPL target to $XXX from $XXX saying 2026 is finally the year Apple enters the AI Revolution. They expect Apple to formally step up with a Google Gemini AI partnership in early 2026 see the 2.4B iOS and 1.5B iPhone installed base as the key unlock and estimate AI monetization could add XX to XXX dollars per share over the next few years. Wedbush also expects Tim Cook to stay on through at least 2027 to steer the AI transition and keeps Apple in its IVES AI XX winners list" [X Link](https://x.com/wallstengine/status/1997999001237663992) 2025-12-08T11:57Z 110K followers, 22.6K engagements "CHIPOTLE $CMG BOARD AUTHORIZED AN ADDITIONAL $1.8B FOR SHARE REPURCHASES" [X Link](https://x.com/wallstengine/status/1998034356808610282) 2025-12-08T14:18Z 110K followers, 20.9K engagements "Morgan Stanley estimates Teslas $TSLA Optimus Gen X costs about $50k$60k in hardware per unit before software" [X Link](https://x.com/wallstengine/status/1998046523477872791) 2025-12-08T15:06Z 110K followers, 30K engagements "Insurers have shifted to net buyers of AI mega caps in 2H25. CWAN data on 50+ insurers using XX DMA shows they are now purchasing more $NVDA $MSFT $GOOGL and $META than they sell after being net sellers through 2023-24" [X Link](https://x.com/wallstengine/status/1998050763998966166) 2025-12-08T15:23Z 110K followers, 8028 engagements "APPLE $AAPL CHIP CHIEF TELLS STAFF HES NOT LEAVING ANYTIME SOON" [X Link](https://x.com/wallstengine/status/1998061593347949052) 2025-12-08T16:06Z 110K followers, 10.2K engagements "NY Feds November survey shows households more worried about their finances even as job loss fears ease. One year ahead inflation expectations held at XXX% but consumers now see medical costs jumping XXXX% over the next year the highest since 2014" [X Link](https://x.com/wallstengine/status/1998066065671381152) 2025-12-08T16:24Z 110K followers, 8400 engagements "Google $GOOGL says its first Gemini AI glasses are coming in 2026 with both display and audio focused versions built with partners like Samsung Xreal Warby Parker $WRBY & Gentle Monster per Bloomberg" [X Link](https://x.com/wallstengine/status/1998095148044189947) 2025-12-08T18:19Z 110K followers, 105.9K engagements "Trump: Tractor Firms Will Have To Reduce Their Prices. Reducing Environmental Limits For Tractors Immediately $DE $CAT" [X Link](https://x.com/wallstengine/status/1998119855569162749) 2025-12-08T19:57Z 110K followers, 10.6K engagements "$GOOGL has pushed back on the Gemini ads story. VP of Global Ads says reports of ads coming to the Gemini app in 2026 are inaccurate and that there are no ads in Gemini today and no current plans to add them" [X Link](https://x.com/wallstengine/status/1998125208469938616) 2025-12-08T20:19Z 110K followers, 47.8K engagements "Tesla $TSLA is rolling out some of its most aggressive year end deals: X% APR for up to XX months on Model 3/Y $X down leases on Model Y and free paid option upgrades on select inventory if you take delivery by Dec XX. Big Q4 inventory push after the $7.5k EV credit expired" [X Link](https://x.com/wallstengine/status/1998310660183306434) 2025-12-09T08:36Z 110K followers, 10.9K engagements "BERNSTEIN: FOR $NVDA EVERY $10B OF AI REVENUE IS ROUGHLY XX CENTS IN EPS OR SO On Monday President Trump announced that the US will allow NVIDIA to supply their H200 AI part to approved customers in China. According to Trumps post however the US will take XX% of the sales (up from the XX% previously outlined for any allowed China AI sales). The post also suggested the same approach would apply to AMD and Intel. The H200 is significantly more performant that the H20. Prior controls had limited NVIDIAs China sales to the H20 which was substantially constrained on performance (to the point were" [X Link](https://x.com/wallstengine/status/1998323933632926078) 2025-12-09T09:28Z 110K followers, 19.3K engagements "$VOR trading higher after JPMorgans Anupam Rama initiates at Overweight with a $XX PT. He calls telitacicept a highly de risked dual APRIL/BAFF play in MG and primary Sjogrens models blockbuster US peak sales and flags a significant valuation disconnect into 2026" [X Link](https://x.com/wallstengine/status/1998348205239525836) 2025-12-09T11:05Z 110K followers, 6088 engagements "Designer Brands $DBI Q3 EPS came in at $XXXX vs $XXXX expected on net income of $18.2M even as sales dipped XXX% to $752.4M vs $757M consensus and comps fell 2.4%. For the FY the company now sees sales down X% to X% and is guiding for Adj oper profit of $50M$55M and $8M$10M in adjusted tax expense" [X Link](https://x.com/wallstengine/status/1998367708128448774) 2025-12-09T12:22Z 110K followers, 6036 engagements "Anthropic and Accenture are teaming up on a three year AI deal with $ACN training about 30000 employees on Claude and creating an Accenture Anthropic Business Group that embeds engineers inside clients" [X Link](https://x.com/wallstengine/status/1998370719886106990) 2025-12-09T12:34Z 110K followers, 14.6K engagements "Eli Lilly $LLY says Jaypirca cut the risk of disease progression or death by about XX% vs bendamustine+rituximab in previously untreated CLL/SLL in the Phase X BRUIN CLL-313 study (HR XXXX at XX month follow up) with fewer severe side effects" [X Link](https://x.com/wallstengine/status/1998373424587247888) 2025-12-09T12:45Z 110K followers, 7796 engagements "$ASO Q3'25 Earnings Snapshot 🔹 Revenue: $1.384B (Est. $1.35B) 🟢; +3.0% YoY 🔹 Diluted EPS: $XXXX (Est. $1.04) 🟢; +14% YoY 🔹 Comp sales: -XXX% (vs -XXX% last year) 🟢 🔹 eCommerce: +22.2% 🔹 New stores: XX opened in Q3; new stores comping high single digits 2025 Guide (updated): 🔹 Adj EPS: $5.65$6.15 (Prior mid. $5.80) 🟢 🔹 Gross margin: 34.3%34.5% (low end raised from 34.0%) 🟢 🔹 Net sales: $6.03B$6.20B (narrowed) 🟡 🔹 Comp sales: -XXX% to XXX% 🔹 GAAP EPS: $5.35$5.85 🔹 Tax rate: XXXX% 🔹 Capex: $180M$210M 🔹 Adj FCF: $250M$300M Balance Sheet & Capital Return: 🔹 Cash: $289.5M 🔹" [X Link](https://x.com/wallstengine/status/1998378661633012178) 2025-12-09T13:06Z 110K followers, 6938 engagements "$META is reportedly prepping a new proprietary AI model code named Avocado for Q1 2026 positioned as the successor to its open source Llama family" [X Link](https://x.com/wallstengine/status/1998390383487971465) 2025-12-09T13:52Z 110K followers, 96.8K engagements "US small business sentiment ticked up in Nov with the NFIB optimism index rising to XX a X month high as sales expectations jumped and a net XX% of owners now see higher sales ahead and XX% plan to add jobs. Also XX% say they raised prices the highest share since Mar 2023" [X Link](https://x.com/wallstengine/status/1998391483859345654) 2025-12-09T13:57Z 110K followers, 6618 engagements "@Mr_Derivatives 300K 👀 When 1M" [X Link](https://x.com/wallstengine/status/1998397451418632235) 2025-12-09T14:20Z 110K followers, 1413 engagements "Wells Fargo $WFC CEO Charlie Scharf says gen AI is already making engineers 30-35% more efficient and will increasingly shape workforce decisions in areas like compliance legal and call centers. Were not as efficient as we should be without the benefits of AI" [X Link](https://x.com/wallstengine/status/1998408299675529621) 2025-12-09T15:04Z 110K followers, 7586 engagements "Google Cloud says the Pentagons Chief Digital and AI Office has selected $GOOGL Gemini for Government as the first enterprise AI deployed on the U.S. Department of Wars Gen AI platform" [X Link](https://x.com/wallstengine/status/1998408485583847554) 2025-12-09T15:04Z 110K followers, 58.8K engagements "AppLovin $APP CEO said the Oct. pilot of its new e-comm ad product was universally phenomenal with some clients shifting from XX% new / XX% retargeting to XX% new customers with a single dashboard click and claimed results measure up really well against the market leader" [X Link](https://x.com/wallstengine/status/1998409806290518378) 2025-12-09T15:10Z 110K followers, 13.4K engagements "ChatGPT has nearly XXX million weekly active users. Top X markets by WAU: The US India Brazil Japan and France Source: The Information" [X Link](https://x.com/wallstengine/status/1998413452306678023) 2025-12-09T15:24Z 110K followers, 16K engagements "Slack CEO Denise Dresser is leaving after XX years at Salesforce to join OpenAI as chief revenue officer leading its enterprise business and reporting to COO Brad Lightcap" [X Link](https://x.com/wallstengine/status/1998472939856154969) 2025-12-09T19:20Z 110K followers, 8583 engagements "WSJ says Nvidias $NVDA H200 exports to China will face an unusual US security review first with chips only made in Taiwan shipped to the US then on to approved Chinese buyers" [X Link](https://x.com/wallstengine/status/1998477236077473883) 2025-12-09T19:37Z 110K followers, 9180 engagements "Mechanics Bancorp $MCHB is selling its Fannie Mae DUS multifamily lending and servicing business to Fifth Third $FITB including about $1.8B in servicing plus escrows. Fifth Third will take on the DUS team with closing targeted for Q1 2026" [X Link](https://x.com/wallstengine/status/1998500980300927325) 2025-12-09T21:12Z 110K followers, 5713 engagements "$BRZE Q3'26 Earnings Highlights 🔹 Revenue: $190.8M (Est. $184.22M) 🟢; UP +25.5% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.06) 🟡 🔹 TTM Dollar-Based Net Retention: XXX% 🔹 FCF: $17.8M FY26 Guidance: 🔹 Revenue: $730.5M$731.5M (Est. $718.0M) 🟢 🔹 Non-GAAP EPS diluted: $0.42$0.43 (Est. $0.42) 🟢 Segment Performance: 🔹 Subscription Revenue: $181.6M vs $146.3M in Q3'25 🔹 Professional Services & Other: $9.2M vs $5.8M in Q3'25 Other Metrics: 🔹 Non-GAAP Gross Margin: XXXX% vs XXXX% in Q3'25 🔹 Non-GAAP Operating Income: $5.1M vs $(2.2)M in Q3'25 🔹 Total Customers: 2528 vs 2211 a year ago 🔹" [X Link](https://x.com/wallstengine/status/1998501835922104743) 2025-12-09T21:15Z 110K followers, 5789 engagements "Guggenheim (Simon Siegel) launched broad retail coverage: Buys: $NKE PT XX (close 63.54) $ROST PT XXX (178.19) $TJX PT XXX $ONON PT XX (47.02) $BIRK PT XX (42.61) $UAA PT X (4.36) Neutrals: $VSCO $VFC $URBN $TPR $GPS $M $LULU $DECK $RL" [X Link](https://x.com/wallstengine/status/1998506292152045985) 2025-12-09T21:33Z 110K followers, 8567 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) 2025-03-07T16:14Z 109.9K followers, 35.5K engagements "Today's Key Events (All EST) 08/08/2025 10:20: Fed's Musalem Speaks Before Open 👇 : Tempus AI $TEM 07:30: fuboTV $FUBO 07:00: Wendy's International $WEN 07:00: TeraWulf $WULF 06:55: Under Armour $UAA 07:30: Alpha Metallurgical Resources $AMR 07:30: Plains All American Pipeline $PAA 07:00: Canopy Growth Corporation $CGC" [X Link](https://x.com/wallstengine/status/1953713454210330707) 2025-08-08T07:02Z 110K followers, 14.5K engagements "LEON COOPERMAN MANAGING $2.8B IN FUNDS JUST FILED ITS 13F UPDATING ITS PORTFOLIO FOR Q2'25. Adds: $GEHC $AESI Exits: $LVS $MSFT Reductions: $GOOGL $MP $CI HERES A LOOK AT ALL HIS HOLDINGS:" [X Link](https://x.com/wallstengine/status/1956043084942266403) 2025-08-14T17:19Z 109.9K followers, 14.4K 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) 2025-09-05T21:40Z 110K followers, 48.6K 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) 2025-09-15T10:18Z 110K followers, 224.1K engagements "TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX" [X Link](https://x.com/wallstengine/status/1970503954980315153) 2025-09-23T15:02Z 109.8K followers, 16.5K engagements "Alibaba $BABA CEO Eddie Wu at the 2025 APSARA Conference: AGI isnt the end point its the starting point. He said AI will push beyond AGI into ASI (super artificial intelligence) that can self-evolve and surpass human intelligence solving problems from medicine to climate. Wu added: LLM will be the next operating system Qwen the next Android AI Cloud the next computer and token the next electricity" [X Link](https://x.com/wallstengine/status/1970750739405328887) 2025-09-24T07:22Z 109.9K followers, 52.6K engagements "$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) 2025-10-09T10:48Z 109.7K followers, 8772 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) 2025-10-13T15:13Z 110K followers, 90.7K 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) 2025-10-14T20:43Z 109.9K followers, 13.7K 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) 2025-10-16T19:27Z 109.9K followers, 17.9K engagements "Defaults are ticking up in headlines but Moodys data says otherwise Default rates for both leveraged loans and high-yield bonds have eased through 2025 after peaking last year So far the recent credit cockroach stories from $ZION to $WAL still look like isolated cases not signs of a systemic credit break" [X Link](https://x.com/wallstengine/status/1979119194370449439) 2025-10-17T09:36Z 110K followers, 28.2K 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 $190205M non-cash loss from exiting the UK most of it in Q3. The sale follows plans to close its Zoro UK business as Grainger narrows focus on its core markets" [X Link](https://x.com/wallstengine/status/1979126821326328035) 2025-10-17T10:06Z 109.9K followers, 9156 engagements "$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) 2025-10-17T11:11Z 110K followers, 22.1K 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) 2025-10-17T12:50Z 109.7K followers, 10.4K engagements "SharkNinja $SN named Tom Brady its new global brand ambassador in a multi-year deal" [X Link](https://x.com/wallstengine/status/1980632613695230085) 2025-10-21T13:49Z 109.8K followers, 11.5K engagements "ANTHROPIC IN TALKS FOR GOOGLE $GOOGL CLOUD DEAL WORTH TENS OF BILLIONS $AMZN $MRVL - negative AVGO - positive" [X Link](https://x.com/wallstengine/status/1980753349135024551) 2025-10-21T21:49Z 109.8K followers, 105.5K engagements "$TSLA CEO ELON MUSK: We're also on the cusp of of something really tremendous with Optimus which I think is likely to be or has potential to be the biggest product of all time. And it's a difficult project. And it's worth noting that it's not like it's just automatic. I'm unaware of any robot program by Ford or GM or any of our US sort of car companies" [X Link](https://x.com/wallstengine/status/1981113777862148569) 2025-10-22T21:41Z 110K followers, 129.7K engagements "Palantir signed a deal worth more than $XXX million with $LUMN Lumen Technologies to provide AI software aimed at modernizing Lumens network operations. The partnership will also allow both companies to jointly offer AI-driven solutions to clients. Lumen CEO Kate Johnson said Palantirs tools are helping drive the companys transformation into a tech infrastructure provider and play a key role in its $X billion cost-saving plan through 2027" [X Link](https://x.com/wallstengine/status/1981320549898080772) 2025-10-23T11:23Z 109.6K followers, 14.5K engagements "$FIX Comfort Systems USA Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $6.25) 🟢; UP +102% YoY 🔹 Revenue: $2.45B (Est. $2.13B) 🟢; UP +35% YoY 🔹 Operating Cash Flow: $553M (vs. $302M LY) 🔹 Free Cash Flow: $519M (vs. $282M LY) 🔹 Net Income: $292M (vs. $146M LY) 🔹 Adjusted EBITDA: $414M; Margin XXXX% (vs. XXXX% LY) Backlog & Growth 🔹 Backlog: $9.4B (vs. $5.7B LY) 🟢; UP +65% YoY 🔹 Same-Store Backlog: +$1B sequentially; second consecutive billion-plus increase 🔹 Two new acquisitions (Oct 1): $200M revenue & $1520M EBITDA contribution CEO Commentary (Brian Lane) 🔸 Record results with EPS" [X Link](https://x.com/wallstengine/status/1981455354342101456) 2025-10-23T20:19Z 109.8K followers, 31K engagements "Alaska Air $ALK cut its 2025 profit forecast after reporting record Q3 revenue citing higher fuel costs and recent disruptions. Refinery outages on the West Coast have driven up fuel prices pressuring margins. The airline now expects adjusted EPS of at least $XXXX down from over $XXXX. CFO Shane Tackett said fuel remains volatile but expects positive unit revenue in Q4" [X Link](https://x.com/wallstengine/status/1981650297887113608) 2025-10-24T09:13Z 109.9K followers, 8441 engagements "$PG Procter & Gamble Q1 Earnings 🔹 Revenue: $22.39B (Est. $22.17B) 🟢 🔹 Core EPS: $XXXX (Est. $1.90) 🟢 🔹 Organic Sales: +2% 🔹 Operating Cash Flow: $5.4B 🔹 Cash Returned: $3.8B (Dividends $2.55B Buybacks $1.25B) FY26 Outlook (Maintained) 🔹 Sales Growth: +1% to +5% 🔹 Core EPS: $6.83$7.09 (vs $XXXX FY25) 🔹 Free Cash Flow Productivity: 8590% 🔹 Shareholder Returns: $15B (dividends + buybacks) 🔹 Commodity Headwind $100M Tariffs $400M FX Tailwind +$300M" [X Link](https://x.com/wallstengine/status/1981678375321427978) 2025-10-24T11:05Z 109.7K followers, 12K engagements "Alaska Air Group $ALK said it canceled more than XXX Alaska and Horizon flights from Thursday through Friday morning due to an IT outage warning that additional disruptions are likely. The airline confirmed the issue is not related to cybersecurity" [X Link](https://x.com/wallstengine/status/1981734568848986116) 2025-10-24T14:48Z 109.7K followers, 8190 engagements "WSP Global has reportedly approached Texas-based Jacobs Solutions $J with a multibillion-dollar merger proposal that would combine two of the worlds largest engineering and infrastructure firms. Jacobs hired Centerview Partners to evaluate the mostly stock bid" [X Link](https://x.com/wallstengine/status/1981786421850779708) 2025-10-24T18:14Z 109.7K followers, 11.5K engagements "Trade Desk $TTD shares trading lower after Adweek reported Amazon is offering agencies free head-to-head tests of its demand-side platform (DSP) against rivals. $AMZN is reportedly covering the full cost of competing ad buys tech and measurement tools for XX week campaigns" [X Link](https://x.com/wallstengine/status/1981808591356219758) 2025-10-24T19:42Z 109.9K followers, 48.5K engagements "Teledyne $TER has selected $ON Semiconductors Treo platform for next-gen infrared imaging systems used in aerospace defense security and space. Treos 65nm architectuFre enables higher gate density lower power and larger sensors" [X Link](https://x.com/wallstengine/status/1983116088566263986) 2025-10-28T10:18Z 109.9K followers, 8369 engagements "$SOFI Technologies Q325 Earnings Highlights 🔹 Revenue: $961.6M (Est. $887.24M) 🟢; UP +38% YoY 🔹 Adj EPS: $XXXX (Est. $0.08) 🟢; UP +120% YoY 🔹 Fee-Based Revenue: $408.7M; UP +50% YoY FY25 Guidance (Raised) 🔹 Adj EPS: $XXXX (Est. $0.32) 🟢 🔹 Net Revenue: $3.54B (Est. $3.458B) 🟢; UP +36% YoY 🔹 Adj EBITDA: $1.04B (29% margin) 🔹 Net Income: $455M (13% margin) 🔹 New Members: 3.5M; UP +34% YoY 🔹 Tangible Book Value: $7.39B ( $2.5B vs 2024) Q3 Members & Products 🔹 Members: 12.6M; UP +35% YoY (record +905k in Q3) 🔹 Total Products: 18.6M; UP +36% YoY 🔹 Financial Services Products: 16.1M;" [X Link](https://x.com/wallstengine/status/1983129782528422289) 2025-10-28T11:12Z 109.9K followers, 82.4K engagements "$RGEN Repligen Q325 Earnings Highlights 🔹 Revenue: $189M (Est. $181.78M) 🟢 🔹 EPS: $XXXX (Est. $0.42) 🟢 FY25 Guidance 🔹 EPS: $1.65$1.68 (Est. $1.69) 🔴 🔹 Revenue: $729$737M (Est. $727.8M) 🟢" [X Link](https://x.com/wallstengine/status/1983138198013272408) 2025-10-28T11:46Z 109.7K followers, 9614 engagements "$ADBE rolled out a huge wave of AI upgrades across Creative Cloud: Adobe has added partner AI models from Google OpenAI Runway Topaz and ElevenLabs for things like smarter generative fill upscaling and audio creation. Photoshop now has an AI Assistant that handles repetitive tasks through chat while keeping full creative control. Firefly Image Model X is live in public beta and can generate 4MP images with prompt-based editing. Businesses get new tools in GenStudio to scale branded content plus Firefly Foundry to build custom AI models trained on their own IP. Most features are available" [X Link](https://x.com/wallstengine/status/1983148865210724675) 2025-10-28T12:28Z 109.8K followers, 16K engagements "WESTERN UNION $WU is entering the stablecoin game. The company plans to launch a USD-backed token called USDPT on Solana in the first half of 2026 issued by Anchorage Digital Bank per WSJ" [X Link](https://x.com/wallstengine/status/1983214241210327201) 2025-10-28T16:48Z 109.9K followers, 9200 engagements "$BKNG Booking Holdings Q325 Earnings Highlights** 🔹 Revenue: $9.0B (Est. $8.72B) 🟢; UP +13% YoY 🔹 Adj EPS: $XXXXX (Est. $95.44) 🟢; UP +19% YoY 🔹 Room Nights: 323M; UP +8% YoY 🔹 Gross Bookings: $49.7B; UP +14% YoY (CC +10%) 🔹 Adj EBITDA: $4.23B; UP +15% YoY Q425 Guidance: 🔹 Room Nights Growth: 4%6% 🔹 Gross Bookings Growth: 11%13% (CC 6%8%) 🔹 Revenue Growth: 10%12% (CC 5%7%) 🔹 Adjusted EBITDA: $2.0B$2.1B; Growth 8%14% FY25 Guidance: 🔹 Room Nights Growth: X% 🔹 Gross Bookings Growth: 11%12% (CC 8%9%) 🔹 Revenue Growth: XX% (CC 9%) 🔹 Adjusted EBITDA Growth: 17%18% Segment: 🔹" [X Link](https://x.com/wallstengine/status/1983264872445161631) 2025-10-28T20:09Z 109.8K followers, 20.9K engagements "$ENPH Enphase Energy Q325 Earnings Highlights 🔹 Revenue: $410.4M (Est. $357.8M) 🟢; UP +7.8% YoY 🔹 Adj EPS: $XXXX (Est. $0.62) 🟢; UP +38% YoY 🔹 Adj Net Income: $117.3M (Est. $85.5M) 🟢; UP +33% YoY 🔹 Non-GAAP Gross Margin: XXXX% Guidance (Q425): 🔹 Revenue: $310M$350M (includes 140160 MWh IQ Batteries; excludes safe-harbor) 🔹 Non-GAAP Gross Margin: 42%45% (includes X pp tariff impact) 🔹 Non-GAAP OpEx: $77M$81M Segment: 🔹 Microinverters shipped: 1.77M units (784.6 MWdc) 🔹 IQ Batteries shipped: XXXXX MWh (record) 🔹 U.S. manufacturing: 1.53M microinverters; XXXX MWh IQ Batteries 🔹 IQ" [X Link](https://x.com/wallstengine/status/1983265444728644045) 2025-10-28T20:11Z 110K followers, 21.2K engagements "THERMO FISHER SCIENTIFIC $TMO NEARS TAKEOVER OF CLARIO AT ABOUT $XX BLN VALUE- FT" [X Link](https://x.com/wallstengine/status/1983445971859374323) 2025-10-29T08:09Z 109.9K followers, 6314 engagements "UBS Upgrades $VSCO to Buy from Neutral Raises PT to $XX from $XX "We upgrade Victorias Secret for three reasons: (1) We have increased conviction in managements ability to reposition the Victorias Secret and PINK brands which should lead to sustained comparable sales growth following several years of declines driving market sentiment higher; (2) Our estimates imply meaningful upside of X% and XX% to Street FY25 and FY26 forecasts as we believe consensus is not fully reflecting VSCOs operating leverage potential; and (3) We see a powerful EPS growth algorithm with the combination of +3.5%" [X Link](https://x.com/wallstengine/status/1983445994756063366) 2025-10-29T08:09Z 109.8K followers, 6812 engagements "$OTIS Worldwide Q325 Earnings Highlights 🔹 Revenue: $3.70B (Est. $3.66B) 🟢 🔹 EPS: $XXXX (Est. $1.00) 🟢 FY25 Guidance 🔹 EPS: $XXXX $XXXX (Est. $4.04) 🟢 🔹 Net sales of $XXXX to $XXXX billion up X% 🔹 Organic sales up X% 🔹 Organic New Equipment sales down X% 🔹Organic Service sales up 5%" [X Link](https://x.com/wallstengine/status/1983476736932421997) 2025-10-29T10:11Z 110K followers, 7527 engagements "Nvidia $NVDA is supporting a new Digital Realty data center in Virginia called Aurora focused on reducing power strain. The facility will use Emerald AI software that shifts computing workloads in real time based on grid conditions. A prior test showed the technology could lower power consumption by about XX percent for several hours during periods of high grid stress while maintaining service. The project is part of a new flexible power certification developed with Nvidia Emerald AI the Electric Power Research Institute and the PJM regional grid operator. The approach is meant to help data" [X Link](https://x.com/wallstengine/status/1983514015050727665) 2025-10-29T12:39Z 109.9K followers, 11.7K engagements "Saudi Telecom (stc) signed a 10-year strategic partnership with AST SpaceMobile $ASTS to offer space-based telecom services. The contract value could exceed X% of stcs 2024 revenue ($20.21B) depending on service usage. The plan is to provide direct-to-device satellite connectivity across Saudi Arabia and multiple countries in the Middle East and Africa using standard smartphones. stc will be the main operator in Saudi Arabia and will receive exclusive rights in Libya Syria Lebanon Djibouti Tunisia and Sudan plus preferential terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and" [X Link](https://x.com/wallstengine/status/1983518888194380228) 2025-10-29T12:58Z 110K followers, 58.9K engagements "Arista Networks $ANET launched its new R4 router portfolio for AI data centers. The lineup includes 800G systems and new XXX Tbps HyperPorts to support distributed AI workloads. The flagship 7800R4 system scales up to XXX ports of 800GbE while the 7280R4 and 7020R4 target spine and leaf roles" [X Link](https://x.com/wallstengine/status/1983520739736330505) 2025-10-29T13:06Z 109.9K followers, 8922 engagements "$SFM Sprouts Farmers Market Q325 Earnings Highlights 🔹 Revenue: $2.2B (Est. $2.23B) 🔴; UP +13% YoY 🔹 EPS: $XXXX (Est. $1.17) 🟢; UP +34% YoY 🔹 Comp Sales: +5.9% (Est. +7.5%) 🔴 Guidance 🔹 Q4 Comp Sales: 0%+2% (Est. +4.4%) 🔴 🔹 Q4 EPS: $0.86$0.90 🔹 FY25 Comp Sales: +7% (Prior: +7.5%+9%) 🔴 🔹 FY25 EPS: $5.24$5.28 (Est. $5.26) 🟡 🔹 FY25 EBIT: $675M$680M 🔹 New Stores: XX total; CapEx $230M$250M Operations & Liquidity 🔹 Stores Opened: X new stores total XXX across XX states 🔹 Cash & Equivalents: $322M; no debt drawn on $600M revolver 🔹 Entered new $600M credit facility 🔹 $1B share" [X Link](https://x.com/wallstengine/status/1983632177352044809) 2025-10-29T20:28Z 109.7K followers, 9704 engagements "$ROG Rogers Corporation Q325 Earnings Highlights 🔹 Revenue: $216M (Est. $207.5M) 🟢; UP +6.5% QoQ 🔹 EPS: $XXXX (Est. $0.69) 🟢; UP +165% QoQ 🔹 Gross Margin: 33.5%; UP +190bps QoQ Guidance (Q425) 🔹 Revenue: $190$205M (Est. $194.9M)🟢 🔹 EPS: $0.40$0.80 (Est. $0.45) 🟢 🔹 Gross Margin: 30%32% 🔹 CapEx: $30$40M for FY25 Segment Highlights 🔹 Advanced Electronics Solutions (AES): +5.2% QoQ strength in EV/HEV wireless infrastructure and industrial; partially offset by lower ADAS 🔹 Elastomeric Material Solutions (EMS): +8.7% QoQ driven by portable electronics aerospace & defense and industrial" [X Link](https://x.com/wallstengine/status/1983633246735982762) 2025-10-29T20:33Z 109.7K followers, 8760 engagements "AB InBev $BUD launched a $6B share buyback program over the next 24mos. far above some expectations of $2B$3B even as Q3 profit dropped to $1.05B down XX% YoY. Volumes fell XXX% overall hit by an XX% decline in China & weak demand in Brazil though Colombia saw record highs" [X Link](https://x.com/wallstengine/status/1983795638287659181) 2025-10-30T07:18Z 109.9K followers, 7311 engagements "$AMRX Amneal Pharmaceuticals Q325 Earnings Highlights 🔹 Revenue: $785M (Est. $769.5M) 🟢 🔹 EPS: $XXXX (Est. $0.14) 🟢 Guidance 🔹 FY25 Revenue: $3.0B$3.1B (Est. $3.01B) 🟡 🔹 FY25 EPS: $0.75$0.80 (Est. $0.77) 🟡" [X Link](https://x.com/wallstengine/status/1983838129216991706) 2025-10-30T10:07Z 109.6K followers, 8045 engagements "$EL Este Lauder Q126 Earnings Highlights 🔹 Revenue: $3.48B (Est. $3.38B) 🟢; +4% YoY 🔹 Adj EPS: $XXXX (Est. $0.18) 🟢 🔹 Gross Margin: XXXX% (+100 bps YoY) 🔹 Adj Operating Margin: XXX% (+300 bps YoY) Segment 🔹 Skin Care: +3% YoY led by La Mer & Este Lauder 🔹 Makeup: X% YoY weakness in Bobbi Brown 🔹 Fragrance: +13% YoY strong Le Labo TOM FORD Jo Malone 🔹 Hair Care: X% YoY softness at Aveda Regional 🔹 Asia/Pacific: +9% 🔹 Mainland China: +9% 🔹 EUKEM: Flat 🔹 Americas: X% Outlook (FY26) 🔹 Reaffirmed full-year guidance for positive sales growth and operating margin expansion 🔹 Focused" [X Link](https://x.com/wallstengine/status/1983838700992950759) 2025-10-30T10:09Z 109.8K followers, 12.3K engagements "$SM Energy and Civitas Resources $CIVI agreed to a $12.8B all-stock merger creating a major U.S. shale operator with 823K net acres and 526K boe/d in output. Civitas holders will get XXXX SM shares each and own XX% of the combined firm. Annual synergies are estimated at $200300M and 2025 free cash flow is projected above $1.4B" [X Link](https://x.com/wallstengine/status/1985306576681628050) 2025-11-03T11:22Z 109.7K followers, 10.2K engagements "Today's Key Events (All EST) 11/04/2025 06:35: Fed's Bowman 08:55: US Redbook YoY Before Open 👇 05:00: Yum China $YUMC 06:00: Spotify $SPOT 06:00: Eaton 06:00: Leidos $LDOS 06:00: Stanley Black & Decker $SWK 06:00: Waters $WAT 06:00: Henry Schein $HSIC 06:00: Fortis 06:00: Ball 06:15: Vishay Precision Group 06:30: Molson Coors $TAP 06:30: Marathon Petroleum $MPC 06:30: Apollo Global Management $APO 06:30: EnPro Industries 06:30: Graphic Packaging 06:35: MPLX 06:45: Ferrari $RACE 06:45: Pfizer $PFE 06:45: TopBuild 06:45: Life Time Group 06:50: PJT Partners 06:55: Uber $UBER 06:55: Global" [X Link](https://x.com/wallstengine/status/1985622135570657776) 2025-11-04T08:16Z 110K followers, 19.9K engagements "$YUM Brands said its reviewing strategic options for Pizza Hut which could include a sale joint venture or partial stake divestiture as the chain continues to lag. Q3 same-store sales for Pizza Hut fell X% while Taco Bell rose X% and KFC gained 3%. Pizza Huts U.S. market share fell to XXXX% from XXXX% in 2019. CEO Chris Turner said the brands full value may be better realized outside of Yum" [X Link](https://x.com/wallstengine/status/1985718081914646927) 2025-11-04T14:37Z 109.9K followers, 9910 engagements "$ANET Arista Networks Q325 Earnings Highlights 🔹 Revenue: $2.31B (Est. $2.26B) 🟢; UP +27.5% YoY 🔹 Adj. EPS: $XXXX (Est. $0.72) 🟢; UP +25% YoY 🔹 Adj. Gross Margin: XXXX% (Est. 63.2%) 🟢; UP +60bps YoY Q425 Guidance 🔹 Revenue: $2.3B$2.4B (Est. $2.33B) 🟡 🔹 Adj. Gross Margin: 62%63% (Est. 63.2%) 🟡 🔹 Adj. Operating Margin: 47%48% (Est. 47.3%) 🟢 Updates 🔹 ESUN collaboration (Ethernet for Scale-Up Networks) unveiled at OCP 🔹 CloudVision AI observability & new AI agents for network ops 🔹 Kenneth Duda named President & CTO; Tyson Lamoreaux joins as SVP Cloud & AI Networking" [X Link](https://x.com/wallstengine/status/1985816294273532351) 2025-11-04T21:07Z 110K followers, 24.6K engagements "$AMD Advanced Micro Devices Q325 Earnings Highlights 🔹 Revenue: $9.25B (Est. $8.74B) 🟢; UP +36% YoY; +20% QoQ 🔹 Adj. EPS: $XXXX (Est. $1.17) 🟢; UP +30% YoY 🔹 CapEx: $258M (Est. $220M) 🔴 Q425 Guidance 🔹 Revenue: $9.3B$9.9B (Est. $9.21B) 🟢; +25% YoY 🔹 Adj. Gross Margin: XXXX% (Est. 54.5%) 🟢 🔹 Outlook doesn't include China MI308 shipment revenue Segment Highlights 🔹 Data Center: $4.3B; UP +22% YoY (strong EPYC & Instinct demand) 🔹 Client + Gaming: $4.0B; UP +73% YoY (record Ryzen +181% Gaming) 🔹 Embedded: $857M; DOWN -X% YoY Other Metrics: 🔹 Adj. Operating Income: $2.24B (Est." [X Link](https://x.com/wallstengine/status/1985818869714579866) 2025-11-04T21:18Z 109.7K followers, 46.8K engagements "$ZETA Global Q325 Earnings Highlights 🔹 Revenue: $337M (Est. $328M) 🟢 +26% YoY 🔹 Adj. EBITDA: $78M (Est. $70M) 🟢 FY25 Guide: 🔹 Revenue: $1.273B$1.276B (Est. $1.26B) 🟢 🔹 Adj. EBITDA: $274M (Est. $264M) 🟢 🔹 FCF: $157M (Est. $142M) 🟢 Q4 Guidance 🔹 Revenue: $363M$366M (Est. $363M) 🟢 🔹 Adj. EBITDA: $90M (Est. $88M) 🟢 FY26 Outlook: 🔹 Revenue $1.54B (Est. $1.49B) 🟢 🔹 EBITDA $354M (Est. $325M) 🟢 🔹 FCF $209M (Est. $178M) 🟢 Other Metrics: 🔹 Free Cash Flow: $47M +83% YoY margin XX% 🔹 Operating Cash Flow: $58M +68% YoY 🔹 Super Scaled Customers: XXX (+12 QoQ +25% YoY) Other Update:" [X Link](https://x.com/wallstengine/status/1985822462253371801) 2025-11-04T21:32Z 109.7K followers, 15.4K engagements "$LZ LegalZoom Q325 Earnings Highlights 🔹 Revenue: $190.16M (Est. $183.21M) 🟢; UP +13% YoY 🔹 EPS (Adj): $XXXX (Est. $0.19) 🟡 Guidance 🔹 Q425 Revenue: $182$186M (Est. $176.7M) 🟢 🔹 FY25 Revenue: $748$752M (Est. $735.7M) 🟢 🔹 FY25 Adj. EBITDA: $168$170M (23% margin) Other Metrics 🔹 Subscription Revenue: $125.4M; UP +13% YoY 🔹 Transaction Revenue: $64.8M; UP +12% YoY 🔹 Net Income: $4.5M (2% margin) vs. $11.1M (7%) YoY 🔹 Adj. EBITDA: $46.3M (24% margin) vs. $47.1M (28%) YoY 🔹 Cash from Ops: $54.2M; Free Cash Flow: $47.0M 🔹 Cash & Equivalents: $237.2M 🔹 Share Repurchases: 1.8M shares" [X Link](https://x.com/wallstengine/status/1986190648500985872) 2025-11-05T21:55Z 109.7K followers, 9770 engagements "Reuters reports $GOOGL is planning a major AI data center on Christmas Island (Australia) following its cloud deal with the Australian Department of Defence. Google is in talks to lease land near the island airport and secure power through a local mining partner. The island is seen as strategically important for monitoring activity in the Indian Ocean. Analysts say a local AI data center could support forward command-and-control and unmanned systems especially if satellite links are disrupted. Google has also applied to build a subsea cable connecting Christmas Island to Darwin. The project" [X Link](https://x.com/wallstengine/status/1986369513492021304) 2025-11-06T09:46Z 109.8K followers, 26.6K engagements
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@wallstengine Wall St Engine
Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $XX billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a XX% year-over-year revenue increase.
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- X Year XXXXXXX +315%
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Social Influence
Social category influence stocks #248 technology brands #2316 finance #1637 cryptocurrencies #426 countries #6734 automotive brands XXXX% exchanges #502 fashion brands #2134 social networks XXXX% currencies XXXX%
Social topic influence ai #1106, $nvda #57, $googl #147, ceo #336, china #423, business #1029, $wbd #9, $nflx #14, morgan stanley #8, open ai #243
Top accounts mentioned or mentioned by @william_r2rclub @stockpulsenow @grok @marian_radut @joinyellowbrick @sergiustrading @archevaluesx @tallseller @askfinvest @madeinborsacom @drkauhau @number1invest_ @stockstormx @jespabe @1991wolfpack @dalyamanagement @abirichardsett @fastfinance_ @irishdrunkdance @bedurion
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Morgan Stanley (MS) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Metadium (META) Broadcom, Inc. (AVGO) Goldman Sachs (GS) Oracle Corporation (ORCL) Marvell Technology Inc (MRVL) Paramount Skydance Corporation Class B Common Stock (PSKY) Tesla, Inc. (TSLA) Micron Technology, Inc. (MU) Uber Technologies, Inc. (UBER) Mario Coin (COIN) Apple, Inc. (AAPL) Oklo Inc. (OKLO) Bullish (BLSH) Alibaba Group (BABA) Victoria's Secret & Co. (VSCO) Eli Lilly and Company (LLY) Advanced Micro Devices (AMD) Crowdstrike Holdings Inc (CRWD) Novo-Nordisk (NVO) TJX Companies, Inc. (TJX) Home Depot, Inc. (HD) IBM (IBM) Cream (CRM) Academy Sports and Outdoors, Inc. (ASO) SPDR S&P XXX ETF Trust (SPY)
Top Social Posts
Top posts by engagements in the last XX hours
"STEVE COHEN'S POINT72 REPORTS XXX% LIONSGATE $LION STAKE"
X Link 2025-11-03T21:14Z 110K followers, 12.2K engagements
"Snowflake is acquiring Datometry the SF startup behind Hyper-Q a platform that lets enterprises migrate apps from legacy warehouses like Teradata and Oracle without rewriting SQL. $SNOW says the tech can cut Teradata migration costs by up to XX% and speed timelines 4x"
X Link 2025-11-11T15:47Z 110K followers, 10.6K engagements
"AI STRESS TEST WEEK AS NVIDIA REPORTS: Mon: $XPEV $ARBE $TCOM Tues: $HD $BIDU $PDD $MDT $FUTU $KLAR $POWL $LZB Wed: $TGT $LOW $TJX $WIX $GLBE $BLSH $NVDA $PANW $CENC Thu: $WMT $ZIM $NTES $BBWI $VNET $INTU $BULL $GAP $ESTC $ROST Fri: $BJ $MNSO"
X Link 2025-11-16T15:44Z 110K followers, 33.1K engagements
"Michael Burry has officially launched his paid Substack Cassandra Unchained after winding down Scion Asset Management earlier this month. The subscription runs $XXX a year or $XX monthly. Per Substack over 7700 people have already subscribed"
X Link 2025-11-24T06:21Z 110K followers, 353.3K engagements
"Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle very different compounding speeds"
X Link 2025-12-01T11:13Z 110K followers, 11.5K engagements
"$IBM CEO says that at todays costs it takes about $80B to build & fill a X GW AI data center so the XXX GW of announced capacity implies roughly $8T of capex & no way youre going to get a return on that since youd need about $800B of profit just to pay for the interest"
X Link 2025-12-02T11:27Z 110K followers, 1.5M engagements
"SALESFORCE $CRM CEO MARC BENIOFF SAYS HE MIGHT RENAME THE COMPANY 'AGENTFORCE' - BUSINESS INSIDER"
X Link 2025-12-05T13:07Z 110K followers, 444.8K engagements
"Demand for on site power keeps climbing as data centers outbuild the grid and BofA calls power a bullish call for Caterpillar. Their work shows $CAT reciprocating engine and industrial turbine businesses are sitting right in the sweet spot for both prime and backup power with Virginia air permit data showing CAT as the clear leader on 1MW units and Cummins a distant second. BofA highlights that X year CAGR for data center construction starts is running just under XXX% while power infrastructure starts are only up about XX% which they see as a setup for CAT through 20262027. Caterpillar is"
X Link 2025-12-06T23:30Z 110K followers, 35.5K engagements
"EVENT PACKED WEEK: Tues: JOLTS + $ASO $GME $AVAV $CASY Wed: CPI + FOMC + $CHWY $ORCL $ADBE $SNPSP Thu: Jobless Claims + PPI + $CIEN $AVGO $COST $LULU $RH"
X Link 2025-12-07T12:39Z 110K followers, 19.5K engagements
"Semafor reports the US Commerce Dept is preparing to let Nvidia $NVDA export H200 GPUs to China chips roughly XX months behind its most advanced parts"
X Link 2025-12-08T18:00Z 110K followers, 91.3K engagements
"JIMMY KIMMEL EXTENDS DEAL WITH DISNEYS $DIS ABC FOR AT LEAST A YEAR"
X Link 2025-12-08T20:31Z 110K followers, 9147 engagements
"$ARES MANAGEMENT SET TO REPLACE KELLANOVA IN S&P 500"
X Link 2025-12-08T22:25Z 110K followers, 11.6K engagements
"Today's Key Events (All EST) 12/09/2025 06:00: US NFIB Business Optimism Index 08:55: US Redbook YoY 10:00: US JOLTS Job Openings 13:00: US 10-Year Note Auction Before Open 👇 07:00: SailPoint $SAIL 07:15: Campbell Soup $CPB 06:55: AutoZone $AZO 07:30: Ollie's Bargain Outlet $OLLI 06:45: Ferguson $FERG 08:00: Academy Sports and Outdoors $ASO Before Open: Arqit Quantum $ARQQ 07:00: Cognyte $CGNT 06:45: Designer Brands $DBI 06:45: Caleres $CAL 06:45: Korn/Ferry International $KFY 06:45: Lands' End $LE 07:30: Core & Main $CNM 07:00: G-III Apparel Group $GIII 07:00: Vince Holding $VNCE After"
X Link 2025-12-09T06:06Z 110K followers, 13.3K engagements
"S&P XXX $SPY reaction on each FOMC day this year 🟥 JAN: -XXXX% (Pause) 🟩 MAR: +1.06% (Pause) 🟩 MAY: +0.43% (Pause) 🟥 JUN: -XXXX% (Pause) 🟥 JUL: -XXXX% (Pause) 🟥 SEP: -XXXX% (25bps Cut) 🟩 OCT: +0.05% (25bps Cut) 🤔DEC: Implied move +/- XXX% Data via @edgeful"
X Link 2025-12-09T08:41Z 110K followers, 10.7K engagements
"EU opens antitrust probe into $GOOGL over AI training. Brussels is investigating whether Google used publisher sites and YouTube content for Gemini and other AI services on unfair terms with inadequate compensation or opt-out options for creators and rivals. Source: Reuters"
X Link 2025-12-09T08:50Z 110K followers, 49.1K engagements
"Taiwans exports jumped XX% YoY in November to a record $64B the fastest growth since 2010 driven by AI and chip demand with shipments to the US up XXX% and to China up 16.5%. The finance ministry expects December exports to rise 4045% YoY"
X Link 2025-12-09T09:49Z 110K followers, 12.9K engagements
"JPMORGAN SEES CHINESE AI STOCKS MORE AFFORDABLE THAN US PEERS. EMERGING MARKETS TO BENEFIT FROM WEAKER OR STABLE USD"
X Link 2025-12-09T12:44Z 110K followers, 11.8K engagements
"MICROSOFT $MSFT TO INVEST $17.5B IN INDIA - CEO NADELLA"
X Link 2025-12-09T13:12Z 110K followers, 9390 engagements
"WH HASSETT: THINK THE WORLD OF FED VICE CHAIR JEFFERSON MY RELATIONSHIP WITH POWELL IS 'VERY STRONG MET WITH POWELL ALMOST REGULARLY IN MY CURRENT ROLE"
X Link 2025-12-09T14:41Z 110K followers, 6826 engagements
"JPMorgan on "Is AI a bubble" Unlike past episodes of speculative excess todays AI cycle is being largely financed by profitable cash-rich firms and underpinned by robust demand. The tech sectors free cash flow margin near XX% is more than double its late 1990s level underscoring both robust profitability and the capacity to self-fund AI investment. AI spending is also translating into monetized demand for AI hardware cloud services and software helping justify continued investment. Indeed bubbles burst into nothing but the AI theme is building real infrastructure to meet growing demand. Still"
X Link 2025-12-02T10:25Z 110K followers, 179.7K engagements
"$UBER and $NBIS's Avride just launched all electric robotaxi rides in Dallas covering about nine square miles from Downtown to Uptown Turtle Creek and Deep Ellum. Riders who request UberX Comfort or Comfort Electric can be matched with an Avride at no extra cost with an on board safety specialist for now & fully driverless service planned later"
X Link 2025-12-03T12:01Z 110K followers, 43.5K engagements
"AMAZON $AMZN PAYS ITALY 180M EUROS TO END TAX LABOUR PROBE - REUTERS"
X Link 2025-12-05T09:24Z 110K followers, 9318 engagements
"Needham Starts $LEU at Buy PT $XXX 'Core to Unlocking U.S. Nuclear Growth Ambitions' "Centrus is moving from a profitable LEU broker into a strategic anchor of U.S. enrichment security. With Russian supply exiting SWU pricing at record highs DOE procurement frameworks in place and $3.9B of backlog Centrus stands at the center of a multi-decade domestic fuel-cycle rebuild. Execution funding and TENEX-related volatility create noise but the companys NRC license first-mover HALEU capability and strengthened liquidity position ($1.6B cash) provide an asymmetric setup as U.S. policy mandates new"
X Link 2025-12-05T12:00Z 110K followers, 11.9K engagements
"Netflix is buying Warner Bros Discoverys studio + HBO assets in a cash and stock deal valuing $WBD at about $82.7B EV or $XXXXX per share ($23.25 cash $XXXX in $NFLX). Expected to close XX to XX months after the Discovery Global spin with $2B to $3B in cost saves and EPS accretion by year two"
X Link 2025-12-05T12:07Z 110K followers, 76.7K engagements
"BOFA PREVIEW ON $AVGO ER: SUPPLY MAIN CONSTRAINT IN MARCH TO $100B Broadcom reports Dec-11 we expect upside to data center sales driven by success of Googles Gemini X inferencing demand. Consensus data center sales (incl. networking) stand at: 1) FQ425: $5.7bn 2) FY26E: $38.3bn up XX% YoY inc. $10bn for Anthropic and 3) FY27/28E: up 55%/45% at $59.3bn/$85.7bn with scenario bull-case $100bn. Upside from Googles ability to add external TPU customers and from faster adoption of AVGO custom chips/networking (incl. co-packaged optics lasers/switches) at OpenAI Apple xAI and potentially Microsoft."
X Link 2025-12-08T11:14Z 110K followers, 16.8K engagements
"$MRVL trading lower after Benchmark cut the stock to Hold saying Marvell likely lost AWSs Tranium X and X designs to Alchip which they see behind the slowdown to XX% XPU growth in 2026 and Amazon revenue leaning on Tranium 2/Kuiper rather than new wins. The Information also reported last friday that Microsoft is shifting its custom chip design work from Marvell to Broadcom"
X Link 2025-12-08T11:52Z 110K followers, 47.9K engagements
"Infinity Natural Resources $INR is buying Ohio Utica upstream and midstream assets from Antero $AR / $AM for $1.2B then selling XX% to $NOG for $588M and keeping 51%. The deal adds 71K net acres XXX mmcfe/d 110+ undeveloped laterals XXX Bcf of undeveloped reserves plus gathering and water infrastructure funded with cash and an upsized credit line and targeting about $25M in 2026 synergies"
X Link 2025-12-08T12:02Z 110K followers, 7602 engagements
"Arrowhead $ARWR has dosed the 1st subjects in its Phase 1/2a trial of ARO-MAPT an RNAi drug targeting tau in early Alzheimers. First real test of their new brain-penetrant delivery system given by subcutaneous injection with up to XXX participants (healthy + early AD); initial readout from the early cohorts is expected in 2H 2026"
X Link 2025-12-08T13:53Z 110K followers, 7385 engagements
"JPM on $MRVL: mgmt. made it crystal clear they have production orders in hand for the next-gen XPU with their lead customer for all of next year which is already baked into the XX% AI ASIC growth guide. We've been as clear as we possibly can and not sure what else we can say"
X Link 2025-12-08T17:42Z 110K followers, 46K engagements
"WARREN: PARAMOUNT-SKYDANCE BID IS FIVE-ALARM ANTITRUST FIRE $PSKY $NFLX $WBD"
X Link 2025-12-08T19:04Z 110K followers, 17.1K engagements
"Tiger Global says the $GOOGL's WAYMO unit is now doing 450k paid rides per week almost double April's 250k as it expands to freeways and new cities. The letter calls Waymo "10x safer than human drivers.""
X Link 2025-12-08T22:53Z 110K followers, 26.6K engagements
"JAMIE DIMON ON AI: MAYBE ONE DAY WELL BE WORKING LESS HARD BUT HAVING WONDERFUL LIVES"
X Link 2025-12-09T07:48Z 110K followers, 9403 engagements
"US solar has logged XXXX GW in Q3 up XX% QoQ third biggest quarter ever and taking 2025 installs past XX GW. Solar is XX% of new US power capacity YTD with most growth in red states even as XX GW of projects sit in permitting limbo per SEIA. $FSLR $ARRY $SHLS $NXT"
X Link 2025-12-09T09:17Z 110K followers, 9152 engagements
"EssilorLuxottica is down XXX% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up 2026 AI glasses plans with Warby Parker $WRBY"
X Link 2025-12-09T11:23Z 110K followers, 6322 engagements
"$CVS nudges guidance higher: 2025 revenue at least $400B and adj EPS $6.60-6.70 with 2026 adj EPS at $7.00-7.20 and op cash flow $10B. Mgmt is targeting a mid-teens EPS CAGR through 2028 and launching an AI native engagement as a service platform"
X Link 2025-12-09T11:39Z 110K followers, 6598 engagements
"ExxonMobil $XOM raised its 2030 targets: guiding to $25B higher earnings and $35B higher free cash flow vs 2024 both $5B above its prior plan and without higher capex. Also sees 5.5m boe/d with Permian 2.5m and ROCE above XX% by 2030"
X Link 2025-12-09T11:53Z 110K followers, 14K engagements
"$JPM co-CEO Marianne Lake says the consumer backdrop is a bit more fragile sees 2025 card charge-offs around XXX% expects Q4 IB revenue up low single digits y/y Q4 markets revenue up low teens and guides 2026 expenses to about $105B"
X Link 2025-12-09T17:41Z 110K followers, 49.2K engagements
"SPACEX SEES ABOUT $15B IN 2025 SALES $22B-$24B IN 2026"
X Link 2025-12-09T20:38Z 110K followers, 10.7K engagements
"SpaceX is working toward a 2026 IPO at about a $1.5T valuation aiming to raise well over $30B. A X% float would be roughly $40B topping Saudi Aramcos $29B record. Revenue is seen around $15B in 2025 and $22B to $24B in 2026 driven mostly by Starlink"
X Link 2025-12-09T20:45Z 110K followers, 153.7K engagements
"Oracles $ORCL credit default swaps have surged to their highest levels since 2023 as the company takes on significant debt to fund its AI infrastructure build-out. The cost to insure Oracles debt has nearly doubled since June according to ICE Data Services. Morgan Stanley expects net adjusted debt to rise from about $XXX billion today to close to $XXX billion by fiscal 2028 and recommends hedging with five-year CDS"
X Link 2025-10-29T13:53Z 110K followers, 34.8K engagements
"Boaz Weinsteins Saba has been selling credit default swaps on $ORCL $MSFT $META $AMZN and $GOOGL to banks and other lenders that want hedges on AI related credit risk"
X Link 2025-11-17T19:11Z 110K followers, 19.4K engagements
"Forbes says $OKLO is closer to a paper reactor than a utility play. Youve got a roughly $14B market cap on zero revenue an NRC application that was previously denied a 1350 MW pipeline that likely does not translate to real revenue until late in the decade and heavy dilution risk from a $3.5B shelf. All while SMR peers like NuScale X-energy and Kairos already have approvals big equity checks and concrete going in the ground"
X Link 2025-12-02T15:31Z 110K followers, 63.1K engagements
"Crypto and crypto-related names are trying to show some signs of life as Bitcoin gets back above $90K $BTC $TONX $COIN $CRCL $BLSH $BMNR $MSTR"
X Link 2025-12-03T17:22Z 110K followers, 8571 engagements
"Palantir $PLTR launched Chain Reaction an AI infra platform with CenterPoint Energy and $NVDA to coordinate utilities data centers and builders around AI power demand"
X Link 2025-12-04T10:50Z 110K followers, 11.5K engagements
"Target $TGT is testing new next day delivery models as it tries to work out of a XX quarter sales slump"
X Link 2025-12-04T18:27Z 110K followers, 9187 engagements
"$S Q3'26 Earnings Snapshot 🔹 Revenue: $258.9M (Est. $256.16M) 🟢; +23% YoY 🔹 EPS: $XXXX (Est. $0.05) 🟢 🔹 ARR: $1.06B; +23% YoY 🔹 Customers with ARR $100K: 1572; +20% YoY Guide: 🔹 Q4 Revenue: $271M (Est. $273.5M) 🔴 🔹 FY26 Revenue: $1.001B 🔹 Q4 Non-GAAP GM: XXXX% 🔹 Q4 Non-GAAP Op Margin: X% 🔹 FY26 Non-GAAP GM: XXXX% 🔹 FY26 Non-GAAP Op Margin: X% Profitability & Cash Flow: 🔹 Non-GAAP Gross Margin: XX% (vs XX% YoY) 🔹 Non-GAAP Operating Margin: X% (vs -X% YoY) 🔹 Non-GAAP Net Income Margin: XX% (vs X% YoY) 🔹 FCF Margin: X% (vs -X% YoY) 🔹 Cash & Investments: $873.6M Other: 🔹 CFO"
X Link 2025-12-04T21:13Z 110K followers, 12.6K engagements
"$RBRK Q3'26 Earnings Snapshot 🔹 Sales: $350.2M (Est. $321M); +48% YoY 🟢 🔹 EBIT: $10M (Est. -$43M) 🟢 🔹 EPS (non GAAP): $XXXX (Est. -$0.17) 🟢 FY26 GUIDE 🔹 Revenue: $1.28B$1.282B (Est. $1.23B) 🟢 🔹 EPS (non GAAP): $(0.20) to $(0.16) (Est. $(0.49)) 🟢 🔹 Subscription ARR: $1.439B$1.443B (Prev. $1.41B) 🟢 🔹 Free Cash Flow: $194M$202M (Prev. $150M; mid $198M) 🔹 Non GAAP Sub ARR Contribution Margin: X% Q4 GUIDE 🔹 Revenue: $341M$343M 🔹 Non GAAP Sub ARR Contribution Margin: X% 🔹 Non GAAP EPS: $(0.12) to $(0.10) Other Q3 Metrics: 🔹 Subscription ARR: $1.35B; +34% YoY 🔹 Subscription"
X Link 2025-12-04T21:17Z 110K followers, 20.8K engagements
"Goldman Sachs Reiterates Buy on $AMZN PT $XXX Analyst comments: "We recap Amazon's annual AWS re:Invent conference where management outlined a range of new product and service announcements tied to their view of how the public cloud industry will evolve particularly in artificial intelligence machine learning and custom silicon. Combined with Amazons recent earnings report we view the key takeaways from re:Invent and managements forward narrative as another positive step in improving investor sentiment around AWSs artificial intelligence thematic positioning. We see these two eventsearnings"
X Link 2025-12-05T09:25Z 110K followers, 24.4K engagements
"WSJ reports SpaceX is in talks to sell insider shares at about an $800B valuation roughly double the $400B level from July. That would make it the most valuable startup again overtaking OpenAI"
X Link 2025-12-05T18:58Z 110K followers, 15.2K engagements
"$IBM is reportedly close to a roughly $11B deal for Confluent $CFLT per WSJ in what would be its biggest AI data infrastructure bet yet"
X Link 2025-12-08T08:51Z 110K followers, 8959 engagements
"Morgan Stanley Downgrades $TSLA to Equal-weight from Overweight Raises PT to $XXX from $XXX Analyst comments: "Tesla remains a clear global leader in electric vehicles manufacturing renewable energy and real-world AI and we continue to view it as deserving of a premium valuation. However high expectations around its non-auto businesses and AI have brought the stock closer to fair value. While it is well understood that Tesla is more than an auto manufacturer we expect a choppy trading environment over the next XX months as we see downside to near-term estimates and believe catalysts for its"
X Link 2025-12-08T09:27Z 110K followers, 8281 engagements
"Morgan Stanley Auto coverage: $GM: Upgraded to Overweight PT $XX (from $54) $LCID: Downgraded to Underweight PT $XX (from $30) $RIVN: Downgraded to Underweight PT $XX $EVR: Downgraded to Equalweight PT $XXX $RACE: Downgraded to Equalweight PT $XXX (from $520)"
X Link 2025-12-08T09:29Z 110K followers, 10.2K engagements
"$FULC shares are rising this morning following first XX mg data from the Phase 1b PIONEER SCD trial at ASH: at week X mean HbF rose XXX% vs XXX% on XX mg and XX% of patients reached XX% HbF a clear dose response that makes XX mg the likely go forward dose as investors wait on FDA read on the next phase"
X Link 2025-12-08T09:47Z 110K followers, 7388 engagements
"CoreWeave $CRWV plans to raise $2B via convertible senior notes due 2031 in a private deal with an extra $300M option for buyers"
X Link 2025-12-08T11:59Z 110K followers, 76.3K engagements
"NextEra Energy $NEE out with more announcements this morning. It signed XXX GW of solar and storage with $META across ERCOT SPP MISO and New Mexico (11 PPAs X storage deals XX projects starting 2026) extended XXX MW of Point Beach nuclear with WPPI into the 2050s and agreed with Basin Electric on a proposed 1450 MW gas plant in North Dakota to back a multi-GW data center campus"
X Link 2025-12-08T12:34Z 110K followers, 30.2K engagements
"$IBM is buying Confluent $CFLT for $31/share in cash valuing the data streaming company at about $11B. Confluent has 6500+ customers and says its TAM has doubled to $100B. IBM says the deal should strengthen its data and automation stack for enterprise AI"
X Link 2025-12-08T13:03Z 110K followers, 9057 engagements
"Paramount Skydance $PSKY CEO says their $WBD offer is superior to Netflixs in every dimension and argues it should clear regulators faster than the $NFLX deal targeting roughly a XX month approval timeline while fighting for value for both sets of shareholders"
X Link 2025-12-08T15:52Z 110K followers, 10.2K engagements
"THUNE: DOJ HAS TO TAKE A HARD LOOK AT PARAMOUNT BID FOR WARNER $WBD $PSKY"
X Link 2025-12-08T19:57Z 110K followers, 8736 engagements
"Two way bid war for Warner Bros Discovery right now: Paramount Skydance hostile: $30/sh all-cash $108B takes all of $WBD (incl. cable) Ellison + Gulf capital Kushner involved Pitching faster close and cleaner antitrust profile Netflix deal: XXXXX dollars per WBD share (23.25 cash + about XXXX in NFLX stock) about 83B EV with debt Carves out cable into Discovery Global Netflix keeps studios HBO / Max DC HP Netflix pays WBD XXX billion dollars if the deal dies on antitrust or similar regulatory grounds. WBD owes Netflix XXX billion dollars if it walks to a superior bid like Paramount Skydance"
X Link 2025-12-08T21:13Z 110K followers, 24.6K engagements
"Resemble AI just raised $13M (now $25M total) to scale its DETECT-3B Omni model which it says detects deepfakes with XX% accuracy. Deepfake fraud losses has hit $1.56B in 2025 and is projected to reach $40B by 2027"
X Link 2025-12-08T23:03Z 110K followers, 8030 engagements
"Local Korean reports say SK Hynix is exploring listing about XXX% of its shares as ADRs in the US using treasury stock as a value up lever to close its valuation gap with Micron (trading at 11x vs MU 29x PE). h/t to @DrNHJ"
X Link 2025-12-09T09:34Z 110K followers, 25.3K engagements
"Home Depot $HD reaffirmed FY25 guide at its investor day: X% sales growth comps slightly positive EPS down X% vs 2024 margin 12.6%. Early FY26 outlook assumes flat to +2% comps and EPS flat to +4% with a recovery case of X% to X% sales growth"
X Link 2025-12-09T11:08Z 110K followers, 6203 engagements
"UBS on $NFLX (Buy PT $150); Pro forma WBD/HBO Max would put Netflix at XXX% US TV share with $30B content spend and ad revenue set to more than 2x in 2025. Analyst comments: "Netflix Co-CEOs Greg Peters and Ted Sarandos presented at the UBS Global Media and Communications Conference. Management expected the offer for $WBD from PSKY announced this morning and remains confident in finalizing its deal to acquire Warner Bros. Key highlights include: Warner Bros. Management sees avenues to unlock value in Warner Bros content given Netflixs reach and business model and plans to strengthen its"
X Link 2025-12-09T11:33Z 110K followers, 17.5K engagements
"US FDA is launching fresh safety scrutiny of infant RSV antibodies Beyfortus (Sanofi/AstraZeneca) and Enflonsia (Merck) after RFK Jrs team and vaccine skeptics raised seizure and mortality questions per Reuters. No label changes yet but drugmakers have been told to expect detailed follow up"
X Link 2025-12-09T12:06Z 110K followers, 6777 engagements
"Benchmark sees Favorable FY26 setup on $GRAB: We recently hosted the GRAB IR team for a virtual NDR with investors and came away constructive supported by a positive outlook for FY26. The company is targeting sustained growth across its core segments Deliveries and Mobility while maintaining stable incentive levels. Its Fintech business is positioned for accelerated loan-book expansion and has a clear path to profitability making it a potential key margin driver going forward. GRABs share price has pulled back in recent months largely due to profit-taking in high-beta outperformers and the"
X Link 2025-12-09T13:19Z 110K followers, 7702 engagements
"DA DAVIDSON: $CWAN COULD FETCH $30-$34 PER SHARE UNDER SOME SORT OF BUYOUT"
X Link 2025-12-09T15:11Z 110K followers, 7434 engagements
"US 10Y auction (Grade B): Treasury sells $39B 10-year notes stops right on the when-issued at XXXXX% vs XXXXX% last month. Bid-to-cover XXXX vs XXXX with indirects at XXXX% directs XXXX% and dealers just XXX% of the take. Decent demand but at a higher yield"
X Link 2025-12-09T18:12Z 110K followers, 7072 engagements
"$AVAV Q2'26 Earnings Highlights 🔹 Revenue: $472.5M (Est. $470.29M) 🟢; UP +151% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.79) 🔴 🔹 Bookings: $1.4B; Book-to-bill 2.9x 🔹 Funded Backlog: $1.1B vs $726.6M as of Apr XX 2025 FY26 Guide: 🔹 Revenue: $1.95B$2.00B (Est. $2.00B) 🟡 🔹 Net Loss: -$38M to -$30M 🔹 Non-GAAP Adjusted EBITDA: $300M$320M 🔹 GAAP EPS: -$0.76 to -$0.61 🔹 Non-GAAP EPS: $3.40$3.55 Segment Revenue: 🔹 Autonomous Systems: $301.6M 🔹 Space Cyber & Directed Energy: $170.9M Other Metrics: 🔹 Gross Margin: $104.1M; XX% of revenue vs XX% in Q2'25 🔹 Loss From Operations: -$30.2M vs"
X Link 2025-12-09T21:24Z 110K followers, 7828 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 2025-10-01T10:57Z 110K followers, 42.3K 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 2025-10-16T07:12Z 110K followers, 14.3K engagements
"Mizuho believes Anthropic is now likely Broadcoms $AVGO fourth AI customer ramping to $10B in revenue with AI Racks by 2H 2026E which could be negative for $MRVL and Trainium"
X Link 2025-10-21T09:20Z 110K followers, 166.4K engagements
"$RKT Rocket Companies Q325 Earnings Highlights 🔹 Adj. Revenue: $1.78B (Est. $1.67B) 🟢 🔹 EPS (Adj): $XXXX (Est. $0.03) 🟢 🔹 Adjusted EBITDA: $349M Q4 Guidance 🔹 Adj Revenue: $2.1B$2.3B (Est. $2.11B) 🟢 Operational & Segment Metrics 🔹 Net Mortgage Rate Lock Volume: $35.8B; UP +20% YoY 🔹 Closed Loan Origination Volume: $32.4B; UP +14% YoY 🔹 Gain on Sale Margin: 2.80%; UP +2 bps YoY 🔹 Servicing UPB: $613B (2.9M loans); $1.7B annualized servicing fee income Balance Sheet & Liquidity 🔹 Total Liquidity: $9.3B (incl. $5.8B cash; $4.0B prefunding tied to Mr. Cooper deal retired post-quarter)"
X Link 2025-10-30T20:29Z 110K followers, 10.1K engagements
"Wow 😂 Coinbase $COIN CEO Brian literally got distracted during the earnings call to check a prediction market on what he was gonna say then went ahead and said every single word people were betting on"
X Link 2025-10-31T11:28Z 110K followers, 1.3M engagements
"$RIVN Rivian Automotive Q325 Earnings Highlights 🔹 Revenue: $1.56B (Est. $1.49B) 🟢; UP +78% YoY 🔹 Adj. Loss/Share: ($0.65) (Est. ($0.71)) 🟢 🔹 Vehicles Delivered: 13201 (Est. 12972) 🟢 🔹 Production: 10720 (Est. 10487) 🟢 🔹 Gross Profit: $24M; +$416M YoY improvement 🔹 Cash & Equivalents: $4.44B (Est. $4.09B) 🟢 FY25 Outlook 🔹 Vehicle Deliveries: 4150043500 🔹 Adj. EBITDA Loss: $2.0B$2.25B 🔹 CapEx: $1.8B$1.9B Business & Operational Highlights 🔹 R2 launch on track for 1H26; validation builds expected by year-end 🔹 Expanded Illinois plant to 215K annual capacity; broke ground on new"
X Link 2025-11-04T21:11Z 110K followers, 17.4K engagements
"INITIAL JOBLESS CLAIMS 191K VS 220K EXPECTED"
X Link 2025-12-04T13:30Z 110K followers, 14.3K engagements
"Moore Threads the GPU startup often called Chinas Nvidia exploded in its Shanghai debut raising about $1.1B and finishing around a $43B market cap after shares jumped nearly 470%"
X Link 2025-12-05T07:23Z 110K followers, 16.6K engagements
"Cloudflare $NET: Outage not caused by cyber attack. Attack was caused by attempts to detect fix vulnerability. December 5th outage had XX minutes total impact"
X Link 2025-12-05T15:39Z 110K followers, 10.1K engagements
"BMO Capital calls Netflixs planned $83B Warner Bros. $WBD deal transformative for media and a boost to $NFLX's gaming push. They model $23B in cost synergies by year three and EPS turning accretive 2Yrs post close but stay cautious on integration & regulatory overhang"
X Link 2025-12-08T13:07Z 110K followers, 8090 engagements
"$TERN trading higher after Terns Pharma posted new Phase X CARDINAL data for CML drug TERN-701 at ASH. XX% of XX efficacy-evaluable patients hit major molecular response at XX weeks rising to XX% at XXX mg and above with XX% still on drug and no dose-limiting toxicities"
X Link 2025-12-08T20:38Z 110K followers, 8182 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 2025-10-15T11:05Z 110K followers, 465.4K engagements
"$TH Q3 Earnings Highlight 🔹 REV: $99.4M (est. $85.3M) 🟢 🔹 EPS: -$0.01 (est. -$0.06) 🟢 🔹 Sees FY25 Revenue $310$320M (est. $313.8M) 🟡 ===== $WRBY Q3 🔹 REV: $221.68M (est. $224.49M) 🔴 🔹 EPS: $XXXX (est. $0.08) 🔴 🔹 Sees FY25 Revenue $871$874M (est. $886M) 🔴 ===== $USFD Q3 🔹 REV: $10.19B (est. $10.18B) 🟢 🔹 EPS: $XXXX (est. $1.03) 🟢 FY25 Outlook (narrowed): 🔹 Net sales growth: XX% (prev 46%) 🟡 🔹 Adj. EBITDA growth: 1012% (prev 9.512%) 🟢 🔹 Adj. Diluted EPS growth: 2426% (prev 19.523%) 🟢 ===== $GVA Q3 🔹 REV: $1.43B (est. $1.51B) 🔴 🔹 EPS: $XXXX (est. $2.36) 🟢 FY25 Outlook:"
X Link 2025-11-06T11:52Z 110K followers, 7837 engagements
"$NVDA is tightening its AI server supply chain for the Vera Rubin generation in 2H26 shifting to a model where Wistron Quanta and Foxconn build systems all the way to L10 and Nvidia handles the final rack stage and delivery. Its a big change from the split vendor model and should cut variation across racks since Nvidia is now standardizing everything from assembly to cooling module procurement"
X Link 2025-11-13T09:50Z 110K followers, 46.7K engagements
"$NVDA basically answering Burry: The A100s we shipped six years ago are still running at full utilization today now powered by a much stronger software stack"
X Link 2025-11-19T22:17Z 110K followers, 766.2K engagements
"$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next X years"
X Link 2025-11-19T22:22Z 110K followers, 34.4K engagements
"Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia"
X Link 2025-11-19T23:23Z 110K followers, 28.6K engagements
"$VNET Q3'25 Earnings Highlights 🔹 Revenue: RMB2.58B (Est. RMB2.40B) 🟢 🔹 EPS: (RMB1.14) (Est. RMB0.09) 🔴 🔹 Sees FY'25 Revenue: RMB9.55BRMB9.87B (Est. RMB9.56B) 🟡"
X Link 2025-11-20T09:37Z 110K followers, 8142 engagements
"Morgan Stanley is flagging growing credit risk at Oracle. 5Yr CDS on $ORCL is around XXXX% a year and per their models could push toward the 2008 peak near X% if the market stays uneasy about how Oracle funds its AI data center buildout. The note cites a funding gap a swelling balance sheet and obsolescence risk after Oracle raised $18B in bonds and lined up roughly $56B in project and construction loans tied to AI infrastructure. Analysts have now closed their long bond trade and are sticking with buy CDS protection instead"
X Link 2025-11-28T09:10Z 110K followers, 187.5K engagements
"Nasdaq $NDAQ is making its tokenized stock plan a top priority and says it will move as fast as we can to get SEC approval. The proposal filed in September would let investors trade on chain stock tokens that are just digital representations of existing listed shares with the same ticker CUSIP voting rights and dividends and target rollout around Q3 2026 under current SEC market rules"
X Link 2025-11-30T16:33Z 110K followers, 59.1K engagements
"JPMorgan Reiterates Overweight Rating on $AAPL PT $XXX Analyst comments: "In Week XX of our Apple Product Availability Tracker lead times across the iPhone XX series increased by one day which is largely in line with seasonality for this time of year due to Black Fridayrelated increases in consumer demand. On average lead times are tracking at X days ahead of lead times of X days in Week XX of the prior year implying better year-over-year demand trends. Lead times for the Base model remain in the double-digit days range continuing to signify that the ramp in supply is still trailing demand"
X Link 2025-12-01T11:14Z 110K followers, 10.9K engagements
"Puerto Ricos oversight board has given conditional approval to New Fortress Energys $NFE $3.2B 7-year LNG supply deal for San Juan and Palo Seco. The revised contract trims what was a 15-year $20B proposal adds backup third party supply & pushes for more open port access"
X Link 2025-12-01T12:10Z 110K followers, 7890 engagements
"Deutsche Bank estimates that a $X per month price increase at Spotify $SPOT would add about X% to 2026 revenue and gross profit and roughly X% to EBIT versus 2025. In a more aggressive case $X more on Premium and $X on Music only could lift revenue around X% gross profit XX% and EBIT 22%"
X Link 2025-12-01T15:49Z 110K followers, 9220 engagements
"$CRDO Q2'26 Earnings Highlights 🔹 Revenue: $268.0M (Est. $234.67M) 🟢; UP +20.2% QoQ; UP +272.1% YoY 🔹 Adj EPS: $XXXX (Est. $0.49) 🟢 Q3'26 Guidance: 🔹 Revenue: $335.0M$345.0M 🔹 GAAP Gross Margin: 63.8%65.8% 🔹 Non-GAAP Gross Margin: 64.0%66.0% 🔹 GAAP Operating Expenses: $116.0M$120.0M 🔹 Non-GAAP Operating Expenses: $68.0M$72.0M Other Metrics: 🔹 Non-GAAP Net Income: $127.8M 🔹 GAAP Gross Margin: XXXX% 🔹 Non-GAAP Gross Margin: XXXX% 🔹 GAAP Operating Expenses: $102.3M 🔹 Non-GAAP Operating Expenses: $57.3M 🔹 GAAP Diluted EPS: $XXXX 🔹 Ending Cash & Short-Term Investments: $813.6M"
X Link 2025-12-01T21:13Z 110K followers, 42.6K engagements
"AMAZON $AMZN RETAIL EXEC DEPARTS FOR BIZDEV ROLE AT OPENAI AFTER 17+ YEARS: THE INFORMATION"
X Link 2025-12-02T14:44Z 110K followers, 8623 engagements
"Marc Rowan CEO of Apollo Global Management argues that the current scare around private credit is mostly aimed at the wrong thing. In his view commentators are fixating on a tiny sliver of risky loans and treating it as if it represents a $XX trillion market. He breaks that market into two buckets. About $XX trillion of it is investment grade credit largely on bank balance sheets or owned by insurers and pensions. That capital funds long lived projects like energy infrastructure data centers and manufacturing where you want long dated patient money. Banks tend to handle shorter maturities."
X Link 2025-12-03T10:35Z 110K followers, 55.1K engagements
"$THO Q1'26 Earnings Highlights Results: 🔹 Revenue: $2.39B (Est. $2.05B) 🟢 🔹 EPS: $XXXX (Est. -$0.07) 🟢 FY'26 Guidance: 🔹 Revenue: $9.0B$9.5B (Est. $9.47B) 🟡 🔹 EPS: $3.75$4.25 (Est. $4.07) 🟡"
X Link 2025-12-03T11:37Z 110K followers, 6585 engagements
"$UBER'S CEO PLANNING TRIP TO ASIA NEXT WEEK. TO VISIT TAIWAN HONG KONG FOR FIRST TIME"
X Link 2025-12-03T11:42Z 110K followers, 10.2K engagements
"Netflix $NFLX is trading lower even after a record debut for Stranger Things with investors worried about the potential $WBD bid"
X Link 2025-12-03T14:48Z 110K followers, 28.1K engagements
"COMMERCE SEC. HOWARD LUTNICK: PRICES DON'T MOVE UNLESS TARIFFS ARE ABOVE 50%"
X Link 2025-12-03T15:08Z 110K followers, 7663 engagements
"PayPal $PYPL shares are falling after its CFO told the UBS tech conference theyre still seeing consumers trade down with average order values lower and Q4 branded checkout growth running a couple points slower than Q3 even though overall guidance remains intact"
X Link 2025-12-03T15:29Z 110K followers, 57.3K engagements
"OpenAI chief researcher Mark Chen says the AI talent war has gotten so intense that $META tried to poach half his direct reports and Mark Zuckerberg even hand delivered homemade soup to one OpenAI engineer as a recruiting pitch after earlier dangling $100M offers. 😂"
X Link 2025-12-03T17:07Z 110K followers, 67.2K engagements
"FTC: BOEING $BA CAN CLOSE DEAL TO ACQUIRE SPIRIT AERO $SPR BEFORE 30-DAY COMMENT PERIOD ENDS"
X Link 2025-12-03T18:16Z 110K followers, 8370 engagements
"$SNOW Q3'26 Earnings Highlights 🔹 Revenue: $1.21B (Est. $1.19B) 🟢; UP +29% YoY 🔹 Adj. Diluted EPS: $XXXX (Est. $0.31) 🟢 🔹 Product Revenue: $1.16B (Est. $1.14B) 🟢; UP +29% YoY 🔹 Net Revenue Retention: XXX% 🔹 RPO: $7.88B; UP +37% YoY Guidance: 🔹 Q4 Product Revenue: $1.195B$1.200B (Est. $1.19B) 🟢; UP +27% YoY 🔹 Q4 Adj. Operating Margin: X% 🔹 FY Product Revenue: $4.45B (Est. $4.41B) 🟢; UP +28% YoY (prior $4.40B) 🔹 FY Adj. Operating Margin: X% 🔹 FY Product Gross Margin (Non GAAP): XX% 🔹 FY Adjusted Free Cash Flow Margin: XX% Other Metrics: 🔹 Product Gross Margin (Non GAAP): XX% 🔹"
X Link 2025-12-03T21:10Z 110K followers, 28.3K engagements
"Alaska Air Group $ALK cut its Q4 2024 EPS guide to about $XXXX from at least $XXXX citing roughly $XXXX hit from an October IT/cloud outage about $XXXX from shutdown-driven FAA flight cuts (600 cancellations 40000 passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends"
X Link 2025-12-03T21:42Z 110K followers, 9373 engagements
"Rosenblatt Raises $LITE PT to $XXX from $XXX - Buy Analyst comments: "After our recent Bus Tour meeting with management we are increasing our Lumentum estimates and price target. A wise man once said early on that artificial intelligence would be the Mother of All Cycles and this has never been more apparent for the best-positioned companies. We see Lumentum as the single best-positioned name in our coverage for AI scale-up scale-out and scale-across. The next tier includes Fabrinet (FN Buy) and Ciena (CIEN Buy). Coherent (COHR Buy) is now more of a show-me storycan it execute in 200G"
X Link 2025-12-04T12:36Z 110K followers, 12.7K engagements
"$META'S ZUCKERBERG PLANS UP TO XX% CUTS FOR METAVERSE EFFORTS - BLOOMBERG"
X Link 2025-12-04T14:01Z 110K followers, 158.5K engagements
"ESTEE LAUDER $EL CEO LA FAVERIE: FOCUSED ON INCUBATING NEW BRANDS AS PART OF GROWTH STRATEGY"
X Link 2025-12-04T19:17Z 110K followers, 10.9K engagements
"Baidu $BIDU is trading higher on reports it may IPO its Kunlun AI chip design unit with a non-deal roadshow reportedly planned for next week per local media"
X Link 2025-12-05T07:10Z 110K followers, 9865 engagements
"Needham Raises $CIEN PT to $XXX from $XXX - Buy Analyst comments: "Ahead of Cienas fiscal fourth-quarter earnings our industry checks indicate broad strong demand in both cloud and telecommunications driven by rising hyperscale artificial-intelligence capital expenditures and positive momentum in telecom. As the industry leader in both pluggable optics and line systems we remain positive on Ciena heading into fiscal year 2026 and expect upside to fourth-quarter results and fiscal 2026 guidance. While fiscal first-quarter seasonality is typically flat to down we see room for modest upside"
X Link 2025-12-05T10:48Z 110K followers, 13.1K engagements
"$VSCO Q3'25 Earnings Highlight 🔹 Revenue: $1.472B (Est. $1.41B) 🟢; +9% YoY 🔹 EPS: -$0.27 (Est. -$0.59) 🟢 🔹 Opr loss: $19M vs $47M last year 🔹 Adj OI: $0M vs -$28M last year 🔹 Comp sales: +8% FY Guide (raised): 🔹 Net sales: $6.45B$6.48B (Est. $6.39B) 🟢 🔹 Adjusted EPS: $2.40$2.65 (Est. $2.13) 🟢 🔹 Adjusted operating income: $350M$375M (prior $270M$320M) 🔹 Tariff impact: -$90M (improved from -$100M prior guide) Q425 Guide: 🔹 Net sales: $2.17B$2.20B (vs $2.106B last year) 🔹 Adjusted operating income: $265M$290M 🔹 Adjusted EPS: $2.20$2.45"
X Link 2025-12-05T12:25Z 110K followers, 9134 engagements
"Serve Robotics $SERV is taking its Uber Eats sidewalk delivery bots to Fort Lauderdale adding Downtown and Las Olas on top of Miami as it pushes toward deploying up to 2000 robots across LA Chicago DFW Atlanta and South Florida by year end after passing 100K deliveries"
X Link 2025-12-05T12:32Z 110K followers, 12K engagements
"Truist: Holiday Season on Track for Record Levels; $AMZN $GOOGL $META $RDDT & $ETSY as Key Beneficiaries; We expect this Holiday Season to hit a record high for US eCom & Digital Ad spending driven by a resilient consumer buoyed by a healthy job market and more efficient digital ad channels fine-tuned by advancements in AI. 3P tracking shows that aggregate QTD holiday spending (incl. Cyber-5) is off to a strong start and our own tracking of eCom names (incl. AMZN & ETSY) shows in-line/better results so far (thru 12/1). We estimate AMZN will grow its share of US ecom to XX% in 2025 from XX% in"
X Link 2025-12-05T15:42Z 110K followers, 13.7K engagements
"Microsoft $MSFT is reportedly talking with Broadcom $AVGO about co-designing chips for its data centers potentially shifting that business away from Marvell $MRVL (per The Information citing one person involved)"
X Link 2025-12-05T17:54Z 110K followers, 102.2K engagements
"$META ACQUIRES AI-WEARABLES STARTUP LIMITLESS AI"
X Link 2025-12-05T19:22Z 110K followers, 61.1K engagements
"THE S&P INDEX $SPY IS REBALANCING CRH $CRH Carvana $CVNA and Comfort Systems USA $FIX will join the S&P XXX replacing LKQ $LKQ Solstice Advanced Materials $SOLS and Mohawk Industries $MHK. Pinterest $PINS Booz Allen $BAH SPX Technologies $SPXC and others move into the S&P MidCap XXX while $PRIM $CWST $INDV $HE $LKQ $SOLS and $MHK shift to the S&P SmallCap XXX. Effective: Before the market opens on Dec XX 2025. Heres the full list of rebalancing changes 👇"
X Link 2025-12-05T22:31Z 110K followers, 44.6K engagements
"China is pulling Eli Lilly deeper into its drug system. From Jan X Mounjaro goes on the state insurance list for type X diabetes and $LLY $PFE and $JNJ also land on Chinas first innovative drug catalog for private insurers covering XX high cost therapies in cancer Alzheimers & rare disease"
X Link 2025-12-08T09:01Z 110K followers, 24.8K engagements
"ANTERO RESOURCES $AR IS NEARING A MULTIBILLION DEAL TO ACQUIRE HG ENERGY ACCORDING TO A SUNDAY REPORT BY BLOOMBERG"
X Link 2025-12-08T09:11Z 110K followers, 6346 engagements
"BofA Securities Raises $MU PT to $XXX from $XXX - Neutral "Compared to prior upcycles (personal computer smartphone 3D NAND etc.) the current artificial intelligence upcycle could be more structural in nature and sustainable. Importantly average memory content in artificial intelligence servers could be: 1) approximately 2x higher than traditional enterprise servers on a sales dollar basis 2) approximately 3x higher for the more profitable DRAM content and 3) even greater (more than 3x) for total gross profit dollars. Meanwhile more disciplined capital expenditure/capacity additions over the"
X Link 2025-12-08T10:19Z 110K followers, 11.4K engagements
"OnlyFans CEO Keily Blair runs the platform with just XX full-time employees no middle management and generates about $X billion in annual revenue from XXX million users and X million creators"
X Link 2025-12-08T10:33Z 110K followers, 119.5K engagements
"Blackrock: Over XXX years U.S. GDP per capita has stayed close to a X% trend even through past tech revolutions. AI capex now contributes about 3x its historical average and for the first time makes a sustained growth breakout conceivable"
X Link 2025-12-08T10:40Z 110K followers, 15.2K engagements
"Bernstein on $TSM: More CoWoS for more revenue toward 5-year AI target; More CoWoS more XPU & XX% revenue growth in 2026. We raise TSMC CoWoS capacity to 125K wpm exiting 2026 & together with some from OSATs the total CoWoS capacity 1250K/yr in 2026. This will be roughly just enough to support projects announced recently (e.g. US$0.5T from Blackwell & Rubin for NVIDIA in 2025 & 2026) but not much more. N2 & price hike on N3/5 will buttress smartphone revenue & mature-node demand is also improving. Thus we forecast TSMC revenue to grow XX% this year & XX% in 2027. Were slightly above consensus"
X Link 2025-12-08T11:15Z 110K followers, 27.3K engagements
"Barclays Upgrades $KBH to Overweight from Equal Weight Raises PT to $XX from $XX Analyst comments: "We upgrade KB Home to Overweight as we prefer it on a relative basis given strong execution returning focus to build-to-order (BTO) and upside to returns long term. We think return on equity (ROE) could meaningfully recover into 2027 as KBH remains disciplined on capital allocation. We think that mix shift towards BTO could benefit its margin profile especially as it has reduced cycle times meaningfully and we see a path to XX% ROE in 2027 given its $X billion share repurchase authorization.""
X Link 2025-12-08T11:32Z 110K followers, 7234 engagements
"Wedbush has bumped its $AAPL target to $XXX from $XXX saying 2026 is finally the year Apple enters the AI Revolution. They expect Apple to formally step up with a Google Gemini AI partnership in early 2026 see the 2.4B iOS and 1.5B iPhone installed base as the key unlock and estimate AI monetization could add XX to XXX dollars per share over the next few years. Wedbush also expects Tim Cook to stay on through at least 2027 to steer the AI transition and keeps Apple in its IVES AI XX winners list"
X Link 2025-12-08T11:57Z 110K followers, 22.6K engagements
"CHIPOTLE $CMG BOARD AUTHORIZED AN ADDITIONAL $1.8B FOR SHARE REPURCHASES"
X Link 2025-12-08T14:18Z 110K followers, 20.9K engagements
"Morgan Stanley estimates Teslas $TSLA Optimus Gen X costs about $50k$60k in hardware per unit before software"
X Link 2025-12-08T15:06Z 110K followers, 30K engagements
"Insurers have shifted to net buyers of AI mega caps in 2H25. CWAN data on 50+ insurers using XX DMA shows they are now purchasing more $NVDA $MSFT $GOOGL and $META than they sell after being net sellers through 2023-24"
X Link 2025-12-08T15:23Z 110K followers, 8028 engagements
"APPLE $AAPL CHIP CHIEF TELLS STAFF HES NOT LEAVING ANYTIME SOON"
X Link 2025-12-08T16:06Z 110K followers, 10.2K engagements
"NY Feds November survey shows households more worried about their finances even as job loss fears ease. One year ahead inflation expectations held at XXX% but consumers now see medical costs jumping XXXX% over the next year the highest since 2014"
X Link 2025-12-08T16:24Z 110K followers, 8400 engagements
"Google $GOOGL says its first Gemini AI glasses are coming in 2026 with both display and audio focused versions built with partners like Samsung Xreal Warby Parker $WRBY & Gentle Monster per Bloomberg"
X Link 2025-12-08T18:19Z 110K followers, 105.9K engagements
"Trump: Tractor Firms Will Have To Reduce Their Prices. Reducing Environmental Limits For Tractors Immediately $DE $CAT"
X Link 2025-12-08T19:57Z 110K followers, 10.6K engagements
"$GOOGL has pushed back on the Gemini ads story. VP of Global Ads says reports of ads coming to the Gemini app in 2026 are inaccurate and that there are no ads in Gemini today and no current plans to add them"
X Link 2025-12-08T20:19Z 110K followers, 47.8K engagements
"Tesla $TSLA is rolling out some of its most aggressive year end deals: X% APR for up to XX months on Model 3/Y $X down leases on Model Y and free paid option upgrades on select inventory if you take delivery by Dec XX. Big Q4 inventory push after the $7.5k EV credit expired"
X Link 2025-12-09T08:36Z 110K followers, 10.9K engagements
"BERNSTEIN: FOR $NVDA EVERY $10B OF AI REVENUE IS ROUGHLY XX CENTS IN EPS OR SO On Monday President Trump announced that the US will allow NVIDIA to supply their H200 AI part to approved customers in China. According to Trumps post however the US will take XX% of the sales (up from the XX% previously outlined for any allowed China AI sales). The post also suggested the same approach would apply to AMD and Intel. The H200 is significantly more performant that the H20. Prior controls had limited NVIDIAs China sales to the H20 which was substantially constrained on performance (to the point were"
X Link 2025-12-09T09:28Z 110K followers, 19.3K engagements
"$VOR trading higher after JPMorgans Anupam Rama initiates at Overweight with a $XX PT. He calls telitacicept a highly de risked dual APRIL/BAFF play in MG and primary Sjogrens models blockbuster US peak sales and flags a significant valuation disconnect into 2026"
X Link 2025-12-09T11:05Z 110K followers, 6088 engagements
"Designer Brands $DBI Q3 EPS came in at $XXXX vs $XXXX expected on net income of $18.2M even as sales dipped XXX% to $752.4M vs $757M consensus and comps fell 2.4%. For the FY the company now sees sales down X% to X% and is guiding for Adj oper profit of $50M$55M and $8M$10M in adjusted tax expense"
X Link 2025-12-09T12:22Z 110K followers, 6036 engagements
"Anthropic and Accenture are teaming up on a three year AI deal with $ACN training about 30000 employees on Claude and creating an Accenture Anthropic Business Group that embeds engineers inside clients"
X Link 2025-12-09T12:34Z 110K followers, 14.6K engagements
"Eli Lilly $LLY says Jaypirca cut the risk of disease progression or death by about XX% vs bendamustine+rituximab in previously untreated CLL/SLL in the Phase X BRUIN CLL-313 study (HR XXXX at XX month follow up) with fewer severe side effects"
X Link 2025-12-09T12:45Z 110K followers, 7796 engagements
"$ASO Q3'25 Earnings Snapshot 🔹 Revenue: $1.384B (Est. $1.35B) 🟢; +3.0% YoY 🔹 Diluted EPS: $XXXX (Est. $1.04) 🟢; +14% YoY 🔹 Comp sales: -XXX% (vs -XXX% last year) 🟢 🔹 eCommerce: +22.2% 🔹 New stores: XX opened in Q3; new stores comping high single digits 2025 Guide (updated): 🔹 Adj EPS: $5.65$6.15 (Prior mid. $5.80) 🟢 🔹 Gross margin: 34.3%34.5% (low end raised from 34.0%) 🟢 🔹 Net sales: $6.03B$6.20B (narrowed) 🟡 🔹 Comp sales: -XXX% to XXX% 🔹 GAAP EPS: $5.35$5.85 🔹 Tax rate: XXXX% 🔹 Capex: $180M$210M 🔹 Adj FCF: $250M$300M Balance Sheet & Capital Return: 🔹 Cash: $289.5M 🔹"
X Link 2025-12-09T13:06Z 110K followers, 6938 engagements
"$META is reportedly prepping a new proprietary AI model code named Avocado for Q1 2026 positioned as the successor to its open source Llama family"
X Link 2025-12-09T13:52Z 110K followers, 96.8K engagements
"US small business sentiment ticked up in Nov with the NFIB optimism index rising to XX a X month high as sales expectations jumped and a net XX% of owners now see higher sales ahead and XX% plan to add jobs. Also XX% say they raised prices the highest share since Mar 2023"
X Link 2025-12-09T13:57Z 110K followers, 6618 engagements
"@Mr_Derivatives 300K 👀 When 1M"
X Link 2025-12-09T14:20Z 110K followers, 1413 engagements
"Wells Fargo $WFC CEO Charlie Scharf says gen AI is already making engineers 30-35% more efficient and will increasingly shape workforce decisions in areas like compliance legal and call centers. Were not as efficient as we should be without the benefits of AI"
X Link 2025-12-09T15:04Z 110K followers, 7586 engagements
"Google Cloud says the Pentagons Chief Digital and AI Office has selected $GOOGL Gemini for Government as the first enterprise AI deployed on the U.S. Department of Wars Gen AI platform"
X Link 2025-12-09T15:04Z 110K followers, 58.8K engagements
"AppLovin $APP CEO said the Oct. pilot of its new e-comm ad product was universally phenomenal with some clients shifting from XX% new / XX% retargeting to XX% new customers with a single dashboard click and claimed results measure up really well against the market leader"
X Link 2025-12-09T15:10Z 110K followers, 13.4K engagements
"ChatGPT has nearly XXX million weekly active users. Top X markets by WAU: The US India Brazil Japan and France Source: The Information"
X Link 2025-12-09T15:24Z 110K followers, 16K engagements
"Slack CEO Denise Dresser is leaving after XX years at Salesforce to join OpenAI as chief revenue officer leading its enterprise business and reporting to COO Brad Lightcap"
X Link 2025-12-09T19:20Z 110K followers, 8583 engagements
"WSJ says Nvidias $NVDA H200 exports to China will face an unusual US security review first with chips only made in Taiwan shipped to the US then on to approved Chinese buyers"
X Link 2025-12-09T19:37Z 110K followers, 9180 engagements
"Mechanics Bancorp $MCHB is selling its Fannie Mae DUS multifamily lending and servicing business to Fifth Third $FITB including about $1.8B in servicing plus escrows. Fifth Third will take on the DUS team with closing targeted for Q1 2026"
X Link 2025-12-09T21:12Z 110K followers, 5713 engagements
"$BRZE Q3'26 Earnings Highlights 🔹 Revenue: $190.8M (Est. $184.22M) 🟢; UP +25.5% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.06) 🟡 🔹 TTM Dollar-Based Net Retention: XXX% 🔹 FCF: $17.8M FY26 Guidance: 🔹 Revenue: $730.5M$731.5M (Est. $718.0M) 🟢 🔹 Non-GAAP EPS diluted: $0.42$0.43 (Est. $0.42) 🟢 Segment Performance: 🔹 Subscription Revenue: $181.6M vs $146.3M in Q3'25 🔹 Professional Services & Other: $9.2M vs $5.8M in Q3'25 Other Metrics: 🔹 Non-GAAP Gross Margin: XXXX% vs XXXX% in Q3'25 🔹 Non-GAAP Operating Income: $5.1M vs $(2.2)M in Q3'25 🔹 Total Customers: 2528 vs 2211 a year ago 🔹"
X Link 2025-12-09T21:15Z 110K followers, 5789 engagements
"Guggenheim (Simon Siegel) launched broad retail coverage: Buys: $NKE PT XX (close 63.54) $ROST PT XXX (178.19) $TJX PT XXX $ONON PT XX (47.02) $BIRK PT XX (42.61) $UAA PT X (4.36) Neutrals: $VSCO $VFC $URBN $TPR $GPS $M $LULU $DECK $RL"
X Link 2025-12-09T21:33Z 110K followers, 8567 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 2025-03-07T16:14Z 109.9K followers, 35.5K engagements
"Today's Key Events (All EST) 08/08/2025 10:20: Fed's Musalem Speaks Before Open 👇 : Tempus AI $TEM 07:30: fuboTV $FUBO 07:00: Wendy's International $WEN 07:00: TeraWulf $WULF 06:55: Under Armour $UAA 07:30: Alpha Metallurgical Resources $AMR 07:30: Plains All American Pipeline $PAA 07:00: Canopy Growth Corporation $CGC"
X Link 2025-08-08T07:02Z 110K followers, 14.5K engagements
"LEON COOPERMAN MANAGING $2.8B IN FUNDS JUST FILED ITS 13F UPDATING ITS PORTFOLIO FOR Q2'25. Adds: $GEHC $AESI Exits: $LVS $MSFT Reductions: $GOOGL $MP $CI HERES A LOOK AT ALL HIS HOLDINGS:"
X Link 2025-08-14T17:19Z 109.9K followers, 14.4K 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 2025-09-05T21:40Z 110K followers, 48.6K 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 2025-09-15T10:18Z 110K followers, 224.1K engagements
"TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX"
X Link 2025-09-23T15:02Z 109.8K followers, 16.5K engagements
"Alibaba $BABA CEO Eddie Wu at the 2025 APSARA Conference: AGI isnt the end point its the starting point. He said AI will push beyond AGI into ASI (super artificial intelligence) that can self-evolve and surpass human intelligence solving problems from medicine to climate. Wu added: LLM will be the next operating system Qwen the next Android AI Cloud the next computer and token the next electricity"
X Link 2025-09-24T07:22Z 109.9K followers, 52.6K engagements
"$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 2025-10-09T10:48Z 109.7K followers, 8772 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 2025-10-13T15:13Z 110K followers, 90.7K 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 2025-10-14T20:43Z 109.9K followers, 13.7K 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 2025-10-16T19:27Z 109.9K followers, 17.9K engagements
"Defaults are ticking up in headlines but Moodys data says otherwise Default rates for both leveraged loans and high-yield bonds have eased through 2025 after peaking last year So far the recent credit cockroach stories from $ZION to $WAL still look like isolated cases not signs of a systemic credit break"
X Link 2025-10-17T09:36Z 110K followers, 28.2K 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 $190205M non-cash loss from exiting the UK most of it in Q3. The sale follows plans to close its Zoro UK business as Grainger narrows focus on its core markets"
X Link 2025-10-17T10:06Z 109.9K followers, 9156 engagements
"$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 2025-10-17T11:11Z 110K followers, 22.1K 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 2025-10-17T12:50Z 109.7K followers, 10.4K engagements
"SharkNinja $SN named Tom Brady its new global brand ambassador in a multi-year deal"
X Link 2025-10-21T13:49Z 109.8K followers, 11.5K engagements
"ANTHROPIC IN TALKS FOR GOOGLE $GOOGL CLOUD DEAL WORTH TENS OF BILLIONS $AMZN $MRVL - negative AVGO - positive"
X Link 2025-10-21T21:49Z 109.8K followers, 105.5K engagements
"$TSLA CEO ELON MUSK: We're also on the cusp of of something really tremendous with Optimus which I think is likely to be or has potential to be the biggest product of all time. And it's a difficult project. And it's worth noting that it's not like it's just automatic. I'm unaware of any robot program by Ford or GM or any of our US sort of car companies"
X Link 2025-10-22T21:41Z 110K followers, 129.7K engagements
"Palantir signed a deal worth more than $XXX million with $LUMN Lumen Technologies to provide AI software aimed at modernizing Lumens network operations. The partnership will also allow both companies to jointly offer AI-driven solutions to clients. Lumen CEO Kate Johnson said Palantirs tools are helping drive the companys transformation into a tech infrastructure provider and play a key role in its $X billion cost-saving plan through 2027"
X Link 2025-10-23T11:23Z 109.6K followers, 14.5K engagements
"$FIX Comfort Systems USA Q325 Earnings Highlights 🔹 EPS: $XXXX (Est. $6.25) 🟢; UP +102% YoY 🔹 Revenue: $2.45B (Est. $2.13B) 🟢; UP +35% YoY 🔹 Operating Cash Flow: $553M (vs. $302M LY) 🔹 Free Cash Flow: $519M (vs. $282M LY) 🔹 Net Income: $292M (vs. $146M LY) 🔹 Adjusted EBITDA: $414M; Margin XXXX% (vs. XXXX% LY) Backlog & Growth 🔹 Backlog: $9.4B (vs. $5.7B LY) 🟢; UP +65% YoY 🔹 Same-Store Backlog: +$1B sequentially; second consecutive billion-plus increase 🔹 Two new acquisitions (Oct 1): $200M revenue & $1520M EBITDA contribution CEO Commentary (Brian Lane) 🔸 Record results with EPS"
X Link 2025-10-23T20:19Z 109.8K followers, 31K engagements
"Alaska Air $ALK cut its 2025 profit forecast after reporting record Q3 revenue citing higher fuel costs and recent disruptions. Refinery outages on the West Coast have driven up fuel prices pressuring margins. The airline now expects adjusted EPS of at least $XXXX down from over $XXXX. CFO Shane Tackett said fuel remains volatile but expects positive unit revenue in Q4"
X Link 2025-10-24T09:13Z 109.9K followers, 8441 engagements
"$PG Procter & Gamble Q1 Earnings 🔹 Revenue: $22.39B (Est. $22.17B) 🟢 🔹 Core EPS: $XXXX (Est. $1.90) 🟢 🔹 Organic Sales: +2% 🔹 Operating Cash Flow: $5.4B 🔹 Cash Returned: $3.8B (Dividends $2.55B Buybacks $1.25B) FY26 Outlook (Maintained) 🔹 Sales Growth: +1% to +5% 🔹 Core EPS: $6.83$7.09 (vs $XXXX FY25) 🔹 Free Cash Flow Productivity: 8590% 🔹 Shareholder Returns: $15B (dividends + buybacks) 🔹 Commodity Headwind $100M Tariffs $400M FX Tailwind +$300M"
X Link 2025-10-24T11:05Z 109.7K followers, 12K engagements
"Alaska Air Group $ALK said it canceled more than XXX Alaska and Horizon flights from Thursday through Friday morning due to an IT outage warning that additional disruptions are likely. The airline confirmed the issue is not related to cybersecurity"
X Link 2025-10-24T14:48Z 109.7K followers, 8190 engagements
"WSP Global has reportedly approached Texas-based Jacobs Solutions $J with a multibillion-dollar merger proposal that would combine two of the worlds largest engineering and infrastructure firms. Jacobs hired Centerview Partners to evaluate the mostly stock bid"
X Link 2025-10-24T18:14Z 109.7K followers, 11.5K engagements
"Trade Desk $TTD shares trading lower after Adweek reported Amazon is offering agencies free head-to-head tests of its demand-side platform (DSP) against rivals. $AMZN is reportedly covering the full cost of competing ad buys tech and measurement tools for XX week campaigns"
X Link 2025-10-24T19:42Z 109.9K followers, 48.5K engagements
"Teledyne $TER has selected $ON Semiconductors Treo platform for next-gen infrared imaging systems used in aerospace defense security and space. Treos 65nm architectuFre enables higher gate density lower power and larger sensors"
X Link 2025-10-28T10:18Z 109.9K followers, 8369 engagements
"$SOFI Technologies Q325 Earnings Highlights 🔹 Revenue: $961.6M (Est. $887.24M) 🟢; UP +38% YoY 🔹 Adj EPS: $XXXX (Est. $0.08) 🟢; UP +120% YoY 🔹 Fee-Based Revenue: $408.7M; UP +50% YoY FY25 Guidance (Raised) 🔹 Adj EPS: $XXXX (Est. $0.32) 🟢 🔹 Net Revenue: $3.54B (Est. $3.458B) 🟢; UP +36% YoY 🔹 Adj EBITDA: $1.04B (29% margin) 🔹 Net Income: $455M (13% margin) 🔹 New Members: 3.5M; UP +34% YoY 🔹 Tangible Book Value: $7.39B ( $2.5B vs 2024) Q3 Members & Products 🔹 Members: 12.6M; UP +35% YoY (record +905k in Q3) 🔹 Total Products: 18.6M; UP +36% YoY 🔹 Financial Services Products: 16.1M;"
X Link 2025-10-28T11:12Z 109.9K followers, 82.4K engagements
"$RGEN Repligen Q325 Earnings Highlights 🔹 Revenue: $189M (Est. $181.78M) 🟢 🔹 EPS: $XXXX (Est. $0.42) 🟢 FY25 Guidance 🔹 EPS: $1.65$1.68 (Est. $1.69) 🔴 🔹 Revenue: $729$737M (Est. $727.8M) 🟢"
X Link 2025-10-28T11:46Z 109.7K followers, 9614 engagements
"$ADBE rolled out a huge wave of AI upgrades across Creative Cloud: Adobe has added partner AI models from Google OpenAI Runway Topaz and ElevenLabs for things like smarter generative fill upscaling and audio creation. Photoshop now has an AI Assistant that handles repetitive tasks through chat while keeping full creative control. Firefly Image Model X is live in public beta and can generate 4MP images with prompt-based editing. Businesses get new tools in GenStudio to scale branded content plus Firefly Foundry to build custom AI models trained on their own IP. Most features are available"
X Link 2025-10-28T12:28Z 109.8K followers, 16K engagements
"WESTERN UNION $WU is entering the stablecoin game. The company plans to launch a USD-backed token called USDPT on Solana in the first half of 2026 issued by Anchorage Digital Bank per WSJ"
X Link 2025-10-28T16:48Z 109.9K followers, 9200 engagements
"$BKNG Booking Holdings Q325 Earnings Highlights** 🔹 Revenue: $9.0B (Est. $8.72B) 🟢; UP +13% YoY 🔹 Adj EPS: $XXXXX (Est. $95.44) 🟢; UP +19% YoY 🔹 Room Nights: 323M; UP +8% YoY 🔹 Gross Bookings: $49.7B; UP +14% YoY (CC +10%) 🔹 Adj EBITDA: $4.23B; UP +15% YoY Q425 Guidance: 🔹 Room Nights Growth: 4%6% 🔹 Gross Bookings Growth: 11%13% (CC 6%8%) 🔹 Revenue Growth: 10%12% (CC 5%7%) 🔹 Adjusted EBITDA: $2.0B$2.1B; Growth 8%14% FY25 Guidance: 🔹 Room Nights Growth: X% 🔹 Gross Bookings Growth: 11%12% (CC 8%9%) 🔹 Revenue Growth: XX% (CC 9%) 🔹 Adjusted EBITDA Growth: 17%18% Segment: 🔹"
X Link 2025-10-28T20:09Z 109.8K followers, 20.9K engagements
"$ENPH Enphase Energy Q325 Earnings Highlights 🔹 Revenue: $410.4M (Est. $357.8M) 🟢; UP +7.8% YoY 🔹 Adj EPS: $XXXX (Est. $0.62) 🟢; UP +38% YoY 🔹 Adj Net Income: $117.3M (Est. $85.5M) 🟢; UP +33% YoY 🔹 Non-GAAP Gross Margin: XXXX% Guidance (Q425): 🔹 Revenue: $310M$350M (includes 140160 MWh IQ Batteries; excludes safe-harbor) 🔹 Non-GAAP Gross Margin: 42%45% (includes X pp tariff impact) 🔹 Non-GAAP OpEx: $77M$81M Segment: 🔹 Microinverters shipped: 1.77M units (784.6 MWdc) 🔹 IQ Batteries shipped: XXXXX MWh (record) 🔹 U.S. manufacturing: 1.53M microinverters; XXXX MWh IQ Batteries 🔹 IQ"
X Link 2025-10-28T20:11Z 110K followers, 21.2K engagements
"THERMO FISHER SCIENTIFIC $TMO NEARS TAKEOVER OF CLARIO AT ABOUT $XX BLN VALUE- FT"
X Link 2025-10-29T08:09Z 109.9K followers, 6314 engagements
"UBS Upgrades $VSCO to Buy from Neutral Raises PT to $XX from $XX "We upgrade Victorias Secret for three reasons: (1) We have increased conviction in managements ability to reposition the Victorias Secret and PINK brands which should lead to sustained comparable sales growth following several years of declines driving market sentiment higher; (2) Our estimates imply meaningful upside of X% and XX% to Street FY25 and FY26 forecasts as we believe consensus is not fully reflecting VSCOs operating leverage potential; and (3) We see a powerful EPS growth algorithm with the combination of +3.5%"
X Link 2025-10-29T08:09Z 109.8K followers, 6812 engagements
"$OTIS Worldwide Q325 Earnings Highlights 🔹 Revenue: $3.70B (Est. $3.66B) 🟢 🔹 EPS: $XXXX (Est. $1.00) 🟢 FY25 Guidance 🔹 EPS: $XXXX $XXXX (Est. $4.04) 🟢 🔹 Net sales of $XXXX to $XXXX billion up X% 🔹 Organic sales up X% 🔹 Organic New Equipment sales down X% 🔹Organic Service sales up 5%"
X Link 2025-10-29T10:11Z 110K followers, 7527 engagements
"Nvidia $NVDA is supporting a new Digital Realty data center in Virginia called Aurora focused on reducing power strain. The facility will use Emerald AI software that shifts computing workloads in real time based on grid conditions. A prior test showed the technology could lower power consumption by about XX percent for several hours during periods of high grid stress while maintaining service. The project is part of a new flexible power certification developed with Nvidia Emerald AI the Electric Power Research Institute and the PJM regional grid operator. The approach is meant to help data"
X Link 2025-10-29T12:39Z 109.9K followers, 11.7K engagements
"Saudi Telecom (stc) signed a 10-year strategic partnership with AST SpaceMobile $ASTS to offer space-based telecom services. The contract value could exceed X% of stcs 2024 revenue ($20.21B) depending on service usage. The plan is to provide direct-to-device satellite connectivity across Saudi Arabia and multiple countries in the Middle East and Africa using standard smartphones. stc will be the main operator in Saudi Arabia and will receive exclusive rights in Libya Syria Lebanon Djibouti Tunisia and Sudan plus preferential terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and"
X Link 2025-10-29T12:58Z 110K followers, 58.9K engagements
"Arista Networks $ANET launched its new R4 router portfolio for AI data centers. The lineup includes 800G systems and new XXX Tbps HyperPorts to support distributed AI workloads. The flagship 7800R4 system scales up to XXX ports of 800GbE while the 7280R4 and 7020R4 target spine and leaf roles"
X Link 2025-10-29T13:06Z 109.9K followers, 8922 engagements
"$SFM Sprouts Farmers Market Q325 Earnings Highlights 🔹 Revenue: $2.2B (Est. $2.23B) 🔴; UP +13% YoY 🔹 EPS: $XXXX (Est. $1.17) 🟢; UP +34% YoY 🔹 Comp Sales: +5.9% (Est. +7.5%) 🔴 Guidance 🔹 Q4 Comp Sales: 0%+2% (Est. +4.4%) 🔴 🔹 Q4 EPS: $0.86$0.90 🔹 FY25 Comp Sales: +7% (Prior: +7.5%+9%) 🔴 🔹 FY25 EPS: $5.24$5.28 (Est. $5.26) 🟡 🔹 FY25 EBIT: $675M$680M 🔹 New Stores: XX total; CapEx $230M$250M Operations & Liquidity 🔹 Stores Opened: X new stores total XXX across XX states 🔹 Cash & Equivalents: $322M; no debt drawn on $600M revolver 🔹 Entered new $600M credit facility 🔹 $1B share"
X Link 2025-10-29T20:28Z 109.7K followers, 9704 engagements
"$ROG Rogers Corporation Q325 Earnings Highlights 🔹 Revenue: $216M (Est. $207.5M) 🟢; UP +6.5% QoQ 🔹 EPS: $XXXX (Est. $0.69) 🟢; UP +165% QoQ 🔹 Gross Margin: 33.5%; UP +190bps QoQ Guidance (Q425) 🔹 Revenue: $190$205M (Est. $194.9M)🟢 🔹 EPS: $0.40$0.80 (Est. $0.45) 🟢 🔹 Gross Margin: 30%32% 🔹 CapEx: $30$40M for FY25 Segment Highlights 🔹 Advanced Electronics Solutions (AES): +5.2% QoQ strength in EV/HEV wireless infrastructure and industrial; partially offset by lower ADAS 🔹 Elastomeric Material Solutions (EMS): +8.7% QoQ driven by portable electronics aerospace & defense and industrial"
X Link 2025-10-29T20:33Z 109.7K followers, 8760 engagements
"AB InBev $BUD launched a $6B share buyback program over the next 24mos. far above some expectations of $2B$3B even as Q3 profit dropped to $1.05B down XX% YoY. Volumes fell XXX% overall hit by an XX% decline in China & weak demand in Brazil though Colombia saw record highs"
X Link 2025-10-30T07:18Z 109.9K followers, 7311 engagements
"$AMRX Amneal Pharmaceuticals Q325 Earnings Highlights 🔹 Revenue: $785M (Est. $769.5M) 🟢 🔹 EPS: $XXXX (Est. $0.14) 🟢 Guidance 🔹 FY25 Revenue: $3.0B$3.1B (Est. $3.01B) 🟡 🔹 FY25 EPS: $0.75$0.80 (Est. $0.77) 🟡"
X Link 2025-10-30T10:07Z 109.6K followers, 8045 engagements
"$EL Este Lauder Q126 Earnings Highlights 🔹 Revenue: $3.48B (Est. $3.38B) 🟢; +4% YoY 🔹 Adj EPS: $XXXX (Est. $0.18) 🟢 🔹 Gross Margin: XXXX% (+100 bps YoY) 🔹 Adj Operating Margin: XXX% (+300 bps YoY) Segment 🔹 Skin Care: +3% YoY led by La Mer & Este Lauder 🔹 Makeup: X% YoY weakness in Bobbi Brown 🔹 Fragrance: +13% YoY strong Le Labo TOM FORD Jo Malone 🔹 Hair Care: X% YoY softness at Aveda Regional 🔹 Asia/Pacific: +9% 🔹 Mainland China: +9% 🔹 EUKEM: Flat 🔹 Americas: X% Outlook (FY26) 🔹 Reaffirmed full-year guidance for positive sales growth and operating margin expansion 🔹 Focused"
X Link 2025-10-30T10:09Z 109.8K followers, 12.3K engagements
"$SM Energy and Civitas Resources $CIVI agreed to a $12.8B all-stock merger creating a major U.S. shale operator with 823K net acres and 526K boe/d in output. Civitas holders will get XXXX SM shares each and own XX% of the combined firm. Annual synergies are estimated at $200300M and 2025 free cash flow is projected above $1.4B"
X Link 2025-11-03T11:22Z 109.7K followers, 10.2K engagements
"Today's Key Events (All EST) 11/04/2025 06:35: Fed's Bowman 08:55: US Redbook YoY Before Open 👇 05:00: Yum China $YUMC 06:00: Spotify $SPOT 06:00: Eaton 06:00: Leidos $LDOS 06:00: Stanley Black & Decker $SWK 06:00: Waters $WAT 06:00: Henry Schein $HSIC 06:00: Fortis 06:00: Ball 06:15: Vishay Precision Group 06:30: Molson Coors $TAP 06:30: Marathon Petroleum $MPC 06:30: Apollo Global Management $APO 06:30: EnPro Industries 06:30: Graphic Packaging 06:35: MPLX 06:45: Ferrari $RACE 06:45: Pfizer $PFE 06:45: TopBuild 06:45: Life Time Group 06:50: PJT Partners 06:55: Uber $UBER 06:55: Global"
X Link 2025-11-04T08:16Z 110K followers, 19.9K engagements
"$YUM Brands said its reviewing strategic options for Pizza Hut which could include a sale joint venture or partial stake divestiture as the chain continues to lag. Q3 same-store sales for Pizza Hut fell X% while Taco Bell rose X% and KFC gained 3%. Pizza Huts U.S. market share fell to XXXX% from XXXX% in 2019. CEO Chris Turner said the brands full value may be better realized outside of Yum"
X Link 2025-11-04T14:37Z 109.9K followers, 9910 engagements
"$ANET Arista Networks Q325 Earnings Highlights 🔹 Revenue: $2.31B (Est. $2.26B) 🟢; UP +27.5% YoY 🔹 Adj. EPS: $XXXX (Est. $0.72) 🟢; UP +25% YoY 🔹 Adj. Gross Margin: XXXX% (Est. 63.2%) 🟢; UP +60bps YoY Q425 Guidance 🔹 Revenue: $2.3B$2.4B (Est. $2.33B) 🟡 🔹 Adj. Gross Margin: 62%63% (Est. 63.2%) 🟡 🔹 Adj. Operating Margin: 47%48% (Est. 47.3%) 🟢 Updates 🔹 ESUN collaboration (Ethernet for Scale-Up Networks) unveiled at OCP 🔹 CloudVision AI observability & new AI agents for network ops 🔹 Kenneth Duda named President & CTO; Tyson Lamoreaux joins as SVP Cloud & AI Networking"
X Link 2025-11-04T21:07Z 110K followers, 24.6K engagements
"$AMD Advanced Micro Devices Q325 Earnings Highlights 🔹 Revenue: $9.25B (Est. $8.74B) 🟢; UP +36% YoY; +20% QoQ 🔹 Adj. EPS: $XXXX (Est. $1.17) 🟢; UP +30% YoY 🔹 CapEx: $258M (Est. $220M) 🔴 Q425 Guidance 🔹 Revenue: $9.3B$9.9B (Est. $9.21B) 🟢; +25% YoY 🔹 Adj. Gross Margin: XXXX% (Est. 54.5%) 🟢 🔹 Outlook doesn't include China MI308 shipment revenue Segment Highlights 🔹 Data Center: $4.3B; UP +22% YoY (strong EPYC & Instinct demand) 🔹 Client + Gaming: $4.0B; UP +73% YoY (record Ryzen +181% Gaming) 🔹 Embedded: $857M; DOWN -X% YoY Other Metrics: 🔹 Adj. Operating Income: $2.24B (Est."
X Link 2025-11-04T21:18Z 109.7K followers, 46.8K engagements
"$ZETA Global Q325 Earnings Highlights 🔹 Revenue: $337M (Est. $328M) 🟢 +26% YoY 🔹 Adj. EBITDA: $78M (Est. $70M) 🟢 FY25 Guide: 🔹 Revenue: $1.273B$1.276B (Est. $1.26B) 🟢 🔹 Adj. EBITDA: $274M (Est. $264M) 🟢 🔹 FCF: $157M (Est. $142M) 🟢 Q4 Guidance 🔹 Revenue: $363M$366M (Est. $363M) 🟢 🔹 Adj. EBITDA: $90M (Est. $88M) 🟢 FY26 Outlook: 🔹 Revenue $1.54B (Est. $1.49B) 🟢 🔹 EBITDA $354M (Est. $325M) 🟢 🔹 FCF $209M (Est. $178M) 🟢 Other Metrics: 🔹 Free Cash Flow: $47M +83% YoY margin XX% 🔹 Operating Cash Flow: $58M +68% YoY 🔹 Super Scaled Customers: XXX (+12 QoQ +25% YoY) Other Update:"
X Link 2025-11-04T21:32Z 109.7K followers, 15.4K engagements
"$LZ LegalZoom Q325 Earnings Highlights 🔹 Revenue: $190.16M (Est. $183.21M) 🟢; UP +13% YoY 🔹 EPS (Adj): $XXXX (Est. $0.19) 🟡 Guidance 🔹 Q425 Revenue: $182$186M (Est. $176.7M) 🟢 🔹 FY25 Revenue: $748$752M (Est. $735.7M) 🟢 🔹 FY25 Adj. EBITDA: $168$170M (23% margin) Other Metrics 🔹 Subscription Revenue: $125.4M; UP +13% YoY 🔹 Transaction Revenue: $64.8M; UP +12% YoY 🔹 Net Income: $4.5M (2% margin) vs. $11.1M (7%) YoY 🔹 Adj. EBITDA: $46.3M (24% margin) vs. $47.1M (28%) YoY 🔹 Cash from Ops: $54.2M; Free Cash Flow: $47.0M 🔹 Cash & Equivalents: $237.2M 🔹 Share Repurchases: 1.8M shares"
X Link 2025-11-05T21:55Z 109.7K followers, 9770 engagements
"Reuters reports $GOOGL is planning a major AI data center on Christmas Island (Australia) following its cloud deal with the Australian Department of Defence. Google is in talks to lease land near the island airport and secure power through a local mining partner. The island is seen as strategically important for monitoring activity in the Indian Ocean. Analysts say a local AI data center could support forward command-and-control and unmanned systems especially if satellite links are disrupted. Google has also applied to build a subsea cable connecting Christmas Island to Darwin. The project"
X Link 2025-11-06T09:46Z 109.8K followers, 26.6K engagements