[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @wallstengine Wall St Engine US Treasury Secretary Janet Yellen is urging the World Bank to end its support for China, citing the need to secure critical mineral supply chains and prioritize reliable energy sources. Meanwhile, tensions between the US and China are escalating, with President Trump announcing a proposal to impose new tariffs on Chinese goods and China responding with restrictions on US subsidiaries of a South Korean company. In the tech sector, major companies such as Microsoft, Amazon, and Google are making significant moves, including investing in AI infrastructure, partnering with other companies on AI projects, and unveiling new AI-powered products. ### Engagements: XXXXXXX [#](/creator/twitter::1508426880860704771/interactions)  - X Week XXXXXXXXX +47% - X Month XXXXXXXXXX +104% - X Months XXXXXXXXXX +70% - X Year XXXXXXXXXXX +470% ### Mentions: XXX [#](/creator/twitter::1508426880860704771/posts_active)  - X Week XXX +12% - X Month XXXXX -XX% - X Months XXXXX +21% - X Year XXXXXX +81% ### Followers: XXXXXX [#](/creator/twitter::1508426880860704771/followers)  - X Week XXXXXX +5.50% - X Month XXXXXX +13% - X Months XXXXXX +68% - X Year XXXXXX +346% ### CreatorRank: XXXXXX [#](/creator/twitter::1508426880860704771/influencer_rank)  ### Social Influence [#](/creator/twitter::1508426880860704771/influence) --- **Social category influence** [stocks](/list/stocks) #606 [finance](/list/finance) #1561 [technology brands](/list/technology-brands) #4012 [countries](/list/countries) #5022 [cryptocurrencies](/list/cryptocurrencies) #454 [automotive brands](/list/automotive-brands) #6203 [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [china](/topic/china) #251, [open ai](/topic/open-ai) #872, [stocks](/topic/stocks) #1841, [$nvda](/topic/$nvda) #11, [tariffs](/topic/tariffs) #157, [longterm](/topic/longterm) #272, [investment](/topic/investment) #473, [events](/topic/events) #3426, [$uber](/topic/$uber) #747, [microsoft](/topic/microsoft) #564 **Top accounts mentioned or mentioned by** [@007ofwallst](/creator/undefined) [@xynth_m](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@grok](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@stockstormx](/creator/undefined) [@askfinvest](/creator/undefined) [@sergiustrading](/creator/undefined) [@edgeful](/creator/undefined) [@parabolicnotice](/creator/undefined) [@alerts_bullish](/creator/undefined) [@joystickexpert](/creator/undefined) [@knightw0lf_](/creator/undefined) [@briton_hill](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@teshen8lin](/creator/undefined) [@1991wolfpack](/creator/undefined) [@bullorix](/creator/undefined) [@boersenwunder](/creator/undefined) [@options_222](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Ferrari N.V. (RACE)](/topic/$race) [Taiwan Semiconductor (TSM)](/topic/$tsm) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [FG Nexus (FGNX)](/topic/$fgnx) [Metadium (META)](/topic/$meta) [Morgan Stanley (MS)](/topic/morgan-stanley) [Applovin Corporation (APP)](/topic/applovin) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [GM (GM)](/topic/$gm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Dollar Tree Inc (DLTR)](/topic/$dltr) [JPMorgan Chase (JPM)](/topic/$jpm) [Bitcoin (BTC)](/topic/bitcoin) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Ethereum (ETH)](/topic/ethereum) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Wells Fargo & Co (WFC)](/topic/$wfc) [DoorDash, Inc. (DASH)](/topic/doordash) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Mario Coin (COIN)](/topic/$coin) [Dash (DASH)](/topic/$dash) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Stellantis N.V. (STLA)](/topic/$stla) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Advanced Micro Devices (AMD)](/topic/$amd) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [AstraZeneca PLC (AZN)](/topic/$azn) [GammaSwap (GS)](/topic/$gs) [BlackCoin (BLK)](/topic/$blk) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Corteva Inc (CTVA)](/topic/$ctva) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Datadog Inc (DDOG)](/topic/$ddog) ### Top Social Posts [#](/creator/twitter::1508426880860704771/posts) --- Top posts by engagements in the last XX hours "$WFC Wells Fargo Q3'25 Earnings Highlights 🔹 Revenue: $21.43B (Est. $21.14B) 🟢; +5% YoY 🔹 EPS: $XXXX (Est. $1.55) 🟢; +17% YoY 🔹 Net Interest Income: $11.95B (Est. $12.01B) 🔴; +2% YoY 🔸Sees Q4 NII $12.4B - $12.5B Q3 Operating Metrics: 🔹 Total Avg. Loans: $928.7B (Est. $926.43B) 🟢; UP +2% YoY 🔹 Total Avg. Deposits: $1.34T (Est. $1.34T) 🟡; FLAT YoY 🔹 Net Charge-Offs: $942M (Est. $1.09B) 🟢; DOWN -XX% YoY 🔹 Noninterest Income: $9.49B; UP +9% YoY 🔹 Provision for Credit Losses: $681M; DOWN -XX% YoY Q3 Segment Performance: Consumer Banking and Lending (CBL): 🔹 Revenue: $9.65B; UP +6%" [X Link](https://x.com/wallstengine/status/1978046714608304255) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:34Z 94.6K followers, 14.8K engagements "$META is set to close a nearly $30B financing deal with Blue $OWL Capital for its Louisiana data center the largest private capital deal on record for such a project. Morgan Stanley arranged over $27B in debt under an SPV structure; Meta will develop and operate the site slated for completion in 2029" [X Link](https://x.com/wallstengine/status/1978977510982652006) [@wallstengine](/creator/x/wallstengine) 2025-10-17T00:13Z 94.6K followers, 50.9K engagements "GROUP OF LEADING INTERNATIONAL BANKS EXPLORING ISSUING A STABLECOIN $CRCL" [X Link](https://x.com/wallstengine/status/1976643568828875244) [@wallstengine](/creator/x/wallstengine) 2025-10-10T13:38Z 94.6K followers, 13K engagements "US AUTO DELINQUENCIES HIT 15-YEAR HIGH Car loans have turned from one of the safest credit products into one of the riskiest auto delinquencies are now XX% higher than XX years ago. Since 2019 new car prices have risen more than XX% and now top $50000 on average. The average monthly payment on a new car was $XXX in the third quarter and one in five borrowers pay more than $1000 a month. Interest rates on new car loans now top X% exacerbating an automotive affordability crisis. Thats a double whammy. Youve been hit by the increased cost of the car and then the financing cost of the car. Even" [X Link](https://x.com/wallstengine/status/1979184284465344663) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:54Z 94.6K followers, 20.2K engagements "Potential Stocks for S&P XXX Inclusion Announcement Coming After the Bell (Ranked by Likelihood) AppLovin $APP Robinhood $HOOD Coinbase $COIN DoorDash $DASH HubSpot $HUBS The Trade Desk $TTD Datadog $DDOG Veeva Systems $VEEV Carvana $CVNA Zoom $ZM Pinterest $PINS Interactive Brokers $IBKR SS&C Technologies $SSNC Equinix $EQIX United Airlines $UAL" [X Link](https://x.com/wallstengine/status/1898044718111433136) [@wallstengine](/creator/x/wallstengine) 2025-03-07T16:14Z 94.6K followers, 35.5K engagements "The IRS just released new federal income tax brackets for 2026 adjusting thresholds for inflation. The top rate of XX% now applies to single filers earning over $640600 and married couples earning over $768700. The standard deduction will rise to $32200 for married couples and $16100 for single filers. The update also increases limits for long-term capital gains estate and gift tax exemptions and child tax credit eligibility" [X Link](https://x.com/wallstengine/status/1976298302506209473) [@wallstengine](/creator/x/wallstengine) 2025-10-09T14:46Z 94.6K followers, 25.9K engagements "LULULEMON ATHLETICA $LULU FOUNDER LOOKING AT OPTIONS FOR ACTIVISM" [X Link](https://x.com/wallstengine/status/1976659414829686802) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:41Z 94.6K followers, 20.9K engagements "The Pentagon is planning to stockpile up to $X billion worth of critical minerals amid rising tensions with China according to Financial Times. Public filings show planned purchases include $XXX million of cobalt $XXX million of antimony and $XXX million of tantalum. The materials will be stored by the Defense Logistics Agency which already holds $XXX billion in assets across depots nationwide" [X Link](https://x.com/wallstengine/status/1977476668081217795) [@wallstengine](/creator/x/wallstengine) 2025-10-12T20:49Z 94.6K followers, 93.1K engagements "$GM will take a $1.6B charge in Q3 to realign its EV production strategy amid weaker demand and policy shifts. The charge includes $1.2B in non-cash impairments and $0.4B in contract cancellations as GM reassesses its EV and battery investments citing slower adoption after U.S. tax credit cuts" [X Link](https://x.com/wallstengine/status/1978043404551585904) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:21Z 94.6K followers, 9815 engagements "TRUMP: CONSIDERING TERMINATING BUSINESS WITH CHINA ON COOKING OIL AND OTHER TRADE ELEMENTS" [X Link](https://x.com/wallstengine/status/1978183529390366952) [@wallstengine](/creator/x/wallstengine) 2025-10-14T19:38Z 94.6K followers, 77.7K engagements "Trump: I believe that China purposefully not buying our Soybeans and causing difficulty for our Soybean Farmers is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil and other elements of Trade as retribution. As an example we can easily produce Cooking Oil ourselves we dont need to purchase it from China" [X Link](https://x.com/wallstengine/status/1978184211627692044) [@wallstengine](/creator/x/wallstengine) 2025-10-14T19:40Z 94.6K followers, 69.5K engagements "Jeff Bezos filed a Schedule 13G disclosing ownership of 964.3M Amazon $AMZN shares representing X% of the company" [X Link](https://x.com/wallstengine/status/1978192734826733756) [@wallstengine](/creator/x/wallstengine) 2025-10-14T20:14Z 94.6K followers, 146.1K engagements "LVMH shares jumped after the luxury giant returned to sales growth for the 1ST time in three quarters. Q3 revenue rose X% organically to 18.28B topping forecasts. Fashion and leather goods fell a modest X% vs expectations of a deeper drop. Sales in China rose X% after a X% decline in H1 while U.S. revenue climbed 3%. CFO Ccile Cabanis said trends are improving across divisions but cautioned that tougher comps in Q4 may limit near-term upside" [X Link](https://x.com/wallstengine/status/1978366517369790770) [@wallstengine](/creator/x/wallstengine) 2025-10-15T07:45Z 94.6K followers, 39.6K engagements "HSBC Upgrades $NVDA to Buy from Hold Raises PT to $XXX from $200; STREET HIGH Analyst comments: "We upgrade NVIDIA to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations leading to an upward revision in our FY27e datacenter revenue to USD351bn which remains XX% above consensus forecast of USD258bn. We also see potential easing of China GPU uncertainties following the potential US-China trade deal that could enable NVIDIA to see a demand recovery in the Chinese market. Hence our revised FY27e (YE Jan) EPS of USD8.75 is now once again" [X Link](https://x.com/wallstengine/status/1978415293119766891) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:58Z 94.6K followers, 51K engagements "BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $XX billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double Aligneds XX data center campuses across the U.S. and Latin America. The acquisition is the first under their new $XXX billion AI Infrastructure Partnership which combines tech expertise and investment to build data centers for OpenAI Google and Meta. Larry Fink told FT the venture will lease data centers to tech firms keeping them" [X Link](https://x.com/wallstengine/status/1978424995866091947) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:37Z 94.6K followers, 273.6K engagements "US TSY SEC. BESSENT U.S. INVESTMENT BOOM IS SUSTAINABLE JUST GETTING STARTED THERE IS PENT UP DEMAND AMERICA IS OPEN FOR BUSINESS JUST SEEING BEGINNING OF AI BOOM .and you're bearish" [X Link](https://x.com/wallstengine/status/1978437903551222145) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:28Z 94.6K followers, 15.5K engagements "Raymond James Lowers $FHN PT to $XX from $XX Maintains Outperform Rating Analyst comments: "We maintain our Outperform rating on FHN shares following commentary on todays earnings call that has driven a sharp sell-off in the stock. More specifically and despite relatively solid results management opened the door to potential in-footprint tuck-in acquisitions where the general opinion in the investor/analyst community has been it was more likely a seller in the short- to intermediate-term. Indeed with the recently announced sale of CMA to FITB FHN was near/at the top of many investors takeout" [X Link](https://x.com/wallstengine/status/1978550159794716746) [@wallstengine](/creator/x/wallstengine) 2025-10-15T19:54Z 94.6K followers, 8943 engagements "$TSM CEO: TSMC is working with Amkor $AMKR in Arizona even as it builds its own advanced packaging plants because Amkor has already broken ground its schedule is earlier and TSMC wants to support customer timelines" [X Link](https://x.com/wallstengine/status/1978716141154378139) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:54Z 94.6K followers, 44.6K engagements "Nikkei Asia reports Microsoft $MSFT and $AMZN's AWS are fast-tracking plans to move their tech manufacturing out of China. Microsoft aims for XX% of Surface laptops and data center servers to be produced outside China by 2026. AWS is cutting reliance on Chinese suppliers for AI server components while Google expands production in Thailand" [X Link](https://x.com/wallstengine/status/1978736229895065710) [@wallstengine](/creator/x/wallstengine) 2025-10-16T08:14Z 94.6K followers, 30.1K engagements "BofA Securities Upgrades $SE to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Sea stock has largely been range bound for the last couple of months despite improving momentum on the ground. It was also down XX% yesterday on concerns of expansion in LatAm and slower margin uptake due to investment; both things are not new in our view. Traction strong: X. Shopee/peers have taken c. 2-4% take rate increase recently; X. Shopee GMV growth is strong evident from J&T shipments and our channel checks; X. Free-Fire traction is strong in last three months as per Sensor Tower; and 4." [X Link](https://x.com/wallstengine/status/1978756399435067527) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:34Z 94.6K followers, 11.4K engagements "TRUMP TO SPEAK FROM THE OVAL OFFICE AT 3PM ET" [X Link](https://x.com/wallstengine/status/1978759399008059891) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:46Z 94.6K followers, 67.2K engagements "Honeywells board approved the spin-off of Solstice Advanced Materials set for October XX. Shareholders of record on Oct XX will receive X $SOLS share for every X $HON shares. Trading under $SOLSV begins Oct XX (when-issued) and under $SOLS on Oct XX. Solstice will focus on advanced materials for refrigerants semiconductors data-center cooling and energy" [X Link](https://x.com/wallstengine/status/1978779252243001387) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:05Z 94.6K followers, 8201 engagements "BofA Raises $TSM PT to $XXX from $XXX - Buy "Real demand from AI was one of the focal points during the earnings call and we sense that the company is turning a bit more positive on the long-term growth trajectory (though keeping the mid-40s% CAGR). In our view TSMCs position in such an area remains solid by ensuring system-level performance via front/back-end manufacturing while it begins to evaluate with 'customers customers' to better fulfill demand for advanced technology. Eyeing an unrivalled position amid the megatrend of AI growth we reiterate Buy and lift PO to NT$1800 (US$360 for" [X Link](https://x.com/wallstengine/status/1978785270721049050) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:29Z 94.6K followers, 10.8K engagements "UBS Raises $MU PT to $XXX from $XXX Maintains Buy Rating Analyst comments: "Our latest round of industry checks points to a very robust demand environment being met by acute and worsening DRAM supply shortages we are increasing pricing once again now see C2026E EPS power approaching $XX and raising PT from $XXX to $XXX. For DRAM we have seen an additional uptick in legacy DDR demand projections from US hyperscalers with DDR bit demand now doubling Y/Y in C2026 and even smartphone customers now asking for more DRAM supply. This is coming against little to no new DDR supply as most new DRAM" [X Link](https://x.com/wallstengine/status/1978814136222925099) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:23Z 94.6K followers, 10.2K engagements "$GOOGL HITS FRESH ALL TIME HIGH" [X Link](https://x.com/wallstengine/status/1978819818884059496) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:46Z 94.6K followers, 61.8K engagements "Insurance stocks slumped after weak Q3 results from Travelers $TRV Progressive $PGR and Marsh & McLennan $MMC triggered sector-wide growth concerns The S&P XXX Insurance Index dropped X% over two days marking its sharpest slide since April Analysts cited moderating pricing trends and slower premium growth as key headwinds with Chubb $CB and W. R. Berkley $WRB set to report next week" [X Link](https://x.com/wallstengine/status/1978905553385435200) [@wallstengine](/creator/x/wallstengine) 2025-10-16T19:27Z 94.6K followers, 16.8K engagements "UBS Upgrades $DE to Buy from Neutral Lowers PT to $XXX from $XXX Analyst comments: "We upgrade Deere to Buy from Neutral as we expect '26 to be the last year of DE's earnings downturn before a recovery in '27. We believe Ag fundamentals and sentiment are near the bottom and while it may be a bit early for the stock today based on elevated expectations for '26 (we're XX% below cons EPS) we think a positive inflection in the cycle and DE earnings should begin to be priced in over the next year. In the interim we see limited downside with the stock pricing in $XX of trough EPS (UBSe $XXXXX in" [X Link](https://x.com/wallstengine/status/1979091415008268490) [@wallstengine](/creator/x/wallstengine) 2025-10-17T07:45Z 94.6K followers, 9793 engagements "Stellantis $STLA is partnering with Chinas $PONY AI to test autonomous electric vans in Luxembourg marking Ponys first collaboration with a major Western automaker. The trials will use the Peugeot e-Traveller equipped with Level X self-driving systems allowing hands-off operation in most scenarios. The partnership could expand into passenger robotaxi services later" [X Link](https://x.com/wallstengine/status/1979099567770546261) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:18Z 94.6K followers, 12.5K engagements "Now the regional bank troubles in the U.S. are spilling into Europe the Stoxx XXX Banks Index fell X% its sharpest drop since August as Deutsche Bank Barclays and Socit Gnrale slid over 4%. The selloff follows loan fraud disclosures at U.S. lenders Zions and Western Alliance renewing concerns about broader credit quality across global banks" [X Link](https://x.com/wallstengine/status/1979106351847739660) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:44Z 94.6K followers, 21.7K engagements "Coca-Cola $KO is reportedly weighing a $1B IPO of its Indian bottling arm Hindustan Coca-Cola Beverages which could value the unit at around $10B per Bloomberg. If it proceeds the listing could take place in 2026 adding Coca-Cola to the wave of global firms tapping Indias record IPO market alongside Hyundai and LG. The bottler serves over 2M retailers across India and employs 5200 people" [X Link](https://x.com/wallstengine/status/1979112881850621979) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:10Z 94.6K followers, 15.8K engagements "Current global allocation (2025): Total Asset: $XXX Trillion Equities: XX% of total assets Bonds: XX% Gold: X% Back in 1950 equities made up only XX% of global assets while bonds dominated at 75%. Gold briefly reached nearly XX% during the 1970s inflation spike before fading again. Since 1950 Goldman's world portfolio has returned XXX% annualized (4% real) and XXX% nominal (3.7% real) since 1990 after including newer asset classes like real estate credit and crypto" [X Link](https://x.com/wallstengine/status/1979135212971004254) [@wallstengine](/creator/x/wallstengine) 2025-10-17T10:39Z 94.6K followers, 15.9K engagements "TRUMP: COULD MOVE CHINA NOV. X DEADLINE UP IF I WANTED" [X Link](https://x.com/wallstengine/status/1979245309969444957) [@wallstengine](/creator/x/wallstengine) 2025-10-17T17:57Z 94.6K followers, 25.5K engagements "Standard Chartered warns stablecoins could pull $X Trillion in deposits out of emerging market banks within X years. Nearly all are dollar-pegged making them attractive in countries hit by currency crashes" [X Link](https://x.com/wallstengine/status/1975599799559987524) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:31Z 94.1K followers, 8133 engagements "TRUMP WHEN ASKED: OTHER THINGS COULD BE ON TABLE FOR EXPORT CONTROLS LIKE BOEING $BA PLANES" [X Link](https://x.com/wallstengine/status/1976772023641628761) [@wallstengine](/creator/x/wallstengine) 2025-10-10T22:09Z 94K followers, 17.5K engagements "TRUMP ASKED IF HE'LL RETREAT ON CHINA MEASURE: WE'LL SEETHATS WHY I SET IT TO NOV. 1" [X Link](https://x.com/wallstengine/status/1976773121207419297) [@wallstengine](/creator/x/wallstengine) 2025-10-10T22:13Z 93.9K followers, 81.6K engagements "$IONQ said it achieved a breakthrough in quantum chemistry showing its system can calculate atomic-level forces more accurately than classical methods. The study done with a Global 1000 automaker used IonQs QC-AFQMC algorithm to model nuclear forces for carbon-capture material design. CEO Niccolo de Masi said the work goes beyond academic benchmarks demonstrating practical quantum advantages for pharma battery and chemical industries" [X Link](https://x.com/wallstengine/status/1977692520726385138) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:06Z 94K followers, 41.4K engagements "EARNINGS SEASON IS HERE 🔔 And its about to get interesting for every market junkie looking to make an extra buck especially with Polymarkets earnings markets live Heres a look at the stocks reporting Tuesday & Wednesday along with their Polymarket odds of beating estimates" [X Link](https://x.com/wallstengine/status/1977764827759087664) [@wallstengine](/creator/x/wallstengine) 2025-10-13T15:54Z 94K followers, 39K engagements "No surprise tradings been trending on Whop The markets offered up a ton of opportunity this past year in themes like AI data centers nuclear space drones & REEs These arent just hype but XX% of the stocks chasing them might be. The others will keep gaining value & will become industry giants over time" [X Link](https://x.com/wallstengine/status/1977811196381389130) [@wallstengine](/creator/x/wallstengine) 2025-10-13T18:58Z 94K followers, 25K engagements "Goldman Sachs analyst Scott Fidel initiated coverage on major U.S. healthcare insurers and managed care providers: Buy: $UNH ($406 PT) $CI ($370 PT) $CVS ($91 PT) $ALHC ($21 PT) Neutral: $MOH ($207 PT) $ELV ($343 PT) $OSCR ($17 PT) Sell: $CNC ($33 PT) $HUM ($271 PT)" [X Link](https://x.com/wallstengine/status/1978022600489001311) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:58Z 94K followers, 14.2K engagements "Safe partnered with Circle $CRCL to make USDC the default stablecoin across its ecosystem. Safe secures $60B in assets and holds $2.5B in USDC" [X Link](https://x.com/wallstengine/status/1978083979698860355) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:02Z 94.6K followers, 9582 engagements "Short sellers are facing their worst returns since 2020 according to the Financial Times as retail traders drive a rally in heavily shorted stocks. A basket of the XXX most shorted U.S. stocks is up XX% this year the best run since the 2020 retail-driven surge. Its been really hard this year said Anne Stevenson-Yang of J Capital Research. Weve all been waiting for the market to become more rational and it hasnt" [X Link](https://x.com/wallstengine/status/1978116925172707477) [@wallstengine](/creator/x/wallstengine) 2025-10-14T15:13Z 94K followers, 15.3K engagements "Guggenheim Initiates Coverage on $LYFT with Buy Rating PT $XX Analyst comments: "Our BUY rating reflects 1) recent Waymo and May Mobility partnerships (i.e. Ticket to Ride) 2) our view that consensus estimates underappreciate FREENOW contribution and 3) Street Booking forecasts below managements medium-term target. New management has reinvigorated growth since their mid-2023 arrival primarily by becoming 'something to someone' these proof-points instill confidence in the trajectory ahead. We expect the Autonomous Vehicle (AV) debate to remain a key sentiment driver with bulls highlighting" [X Link](https://x.com/wallstengine/status/1978389512997986611) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:16Z 94K followers, 9567 engagements "Dollar Tree $DLTR reaffirmed its near-term outlook and unveiled a 3-year EPS growth target of 1215% CAGR (FY26FY28) ahead of its 2025 Investor Day in New York. FY26 EPS is projected to grow in the high teens driven by tariff mitigation multi-price conversions and the Family Dollar sale. QTD comp sales are up XXX% and the company repurchased 2.8M shares for $271M. CEO Mike Creedon said Dollar Tree is entering a new chapter as a multi-price tech-enabled retailer positioned for long-term growth" [X Link](https://x.com/wallstengine/status/1978418225508725201) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:10Z 94K followers, 8928 engagements "BESSENT: EUROPEAN ALLIES MUST BE WILLING TO FOLLOW ON TARIFFS ON CHINESE GOODS RELATED TO RUSSIAN OIL PUCHASES" [X Link](https://x.com/wallstengine/status/1978459119972409512) [@wallstengine](/creator/x/wallstengine) 2025-10-15T13:53Z 94K followers, 10.6K engagements "$FFIV F5 Networks Q2'25 Earnings Highlights 🔹 EPS: $XXXX (Est. $3.10) 🟢 🔹 Revenue: $731M (Est. $718.2M) 🟢 Guidance 🔹 Q3 EPS: $3.41$3.53 (Est. $3.56) 🔴 🔹 Q3 Revenue: $740M$760M (Est. $740M) 🟡 🔹 FY25 Revenue Growth: 6.5%7.5% (raised from 6%7%) 🔹 FY25 Non-GAAP EPS Growth: 8%10% (raised from 6.5%8.5%)" [X Link](https://x.com/wallstengine/status/1916947697220915293) [@wallstengine](/creator/x/wallstengine) 2025-04-28T20:08Z 94.5K followers, 8442 engagements "$DDOG Datadog Q1'25 Earnings Highlights 🔹 Revenue: $762M (Est. $739M) 🟢; +25% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.43) 🟢 🔹 Free Cash Flow: $244M; +28% 🔹 $100K+ ARR Customers: 3770 (vs. 3340 YoY) +13% FY25 (Raised): 🔹 Revenue: $3.215B$3.235B (Est. $3.19B) 🟢 🔹 EPS (Non-GAAP): $1.67$1.71 (Prior: $1.65$1.70 Est. $1.69) 🟡 Q2 Guidance: 🔹 Revenue: $787M$791M (Est. $768M) 🟢 🔹 EPS (Non-GAAP): $0.40$0.42 (Est. $0.40) 🟢 Other Key Q1 Metrics: 🔹 Operating Cash Flow: $272M 🔹 Non-GAAP Operating Margin: XX% 🔹 NG Gross Margin: XX% (vs. XX% YoY) 🔹 FCF Margin: XX% (vs. XX% YoY) Commentary &" [X Link](https://x.com/wallstengine/status/1919711803346710534) [@wallstengine](/creator/x/wallstengine) 2025-05-06T11:12Z 94.2K followers, 15.3K engagements "Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block" [X Link](https://x.com/wallstengine/status/1933256878391505331) [@wallstengine](/creator/x/wallstengine) 2025-06-12T20:15Z 94.2K followers, 11.8K engagements "$ISRG Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $XXXX (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: XXXX% to XX% 🔸 Gross Margin: 66%67%; includes X% tariff impact 🔸 OpEx Growth: 10%14% Q2 Segment: 🔹 Instruments & Accessories Revenue: $1.47B; UP +18% YoY 🔹 Systems Revenue: $575M; UP +28% YoY 🔹 XXX da Vinci Surgical Systems Placed (vs. XXX YoY); includes XXX da Vinci X systems (vs. XX YoY) 🔹 Installed Base: 10488 systems; UP +14% YoY 🔹 Worldwide da Vinci Procedures: UP +17% YoY" [X Link](https://x.com/wallstengine/status/1947750437521920377) [@wallstengine](/creator/x/wallstengine) 2025-07-22T20:07Z 94.4K followers, 15.3K engagements "$MBLY MISSES Q2 BUT RAISES 2025 OUTLOOK ON AUTONOMOUS CHIP DEMAND REUTERS Mobileye posted Q2 EPS of $XXXX on $506M in revenue missing Street views of $XXXX and $629M. Still shares jumped X% premarket after the company raised its full-year revenue forecast to $1.77B$1.89B on stronger demand for autonomous driving chips. CEO Amnon Shashua says better supply-demand alignment since April supports the updated view though the company remains cautious given the macro backdrop" [X Link](https://x.com/wallstengine/status/1948348071668220401) [@wallstengine](/creator/x/wallstengine) 2025-07-24T11:42Z 94.2K followers, 9166 engagements "$MRK Merck & Co. Q2'25 Earnings Highlights 🔹 Revenue: $15.81B (Est. $15.87B) 🔴; -X% YoY 🔹 Adj. EPS: $XXXX (Est. $2.03) 🟢; -X% YoY 🔹 Non-GAAP Gross Margin: XXXX% (+130 bps YoY) FY25 Guidance (Updated) 🔹 Revenue: $64.3B$65.3B (Est. $64.9B) 🟡 🔹 Adj. EPS: $8.87$8.97 (Est. $8.87) 🟡 🔹 Expects to spend $200m on tariffs for the yr 🔹 Non-GAAP Effective Tax Rate: 15.0%16.0% 🔹 Multiyear Optimization Plan: $3B annual savings by 2027 (fully reinvested) 🔹 Job Cuts: Ongoing restructuring includes R&D SG&A and real estate optimization Segment & Product Highlights 🔹 KEYTRUDA: $8.0B; UP +9% YoY" [X Link](https://x.com/wallstengine/status/1950143094600716377) [@wallstengine](/creator/x/wallstengine) 2025-07-29T10:35Z 94.2K followers, 8140 engagements "$GDDY GoDaddy Q225 Earnings Highlights 🔹 Revenue: $1.20B (Est. $1.21B) 🔴; UP +6.7% YoY 🔹 EPS: $XXXX (Est. $1.38) 🟢; UP from $XXXX YoY 🔹 Normalized EBITDA: $381.7M (Est. $373.8M) 🟢; UP +15% YoY Q325 Guidance 🔹 Revenue: $1.22B$1.24B (Est. $1.23B) 🟡 FY25 Guidance (Narrowed) 🔹 Revenue: $4.89B$4.94B (Prior: $4.86B$4.94B; Est. $4.91B) 🟡 🔹 Free Cash Flow Target: Raised to $1.6B (vs. $1.4B in FY24) Strategic Update & Commentary 🔸 Will discontinue operations as registry provider for the .CO TLD 🔸 Will continue to distribute .CO as an accredited registrar 🔸 Expects XX bps headwind to" [X Link](https://x.com/wallstengine/status/1953550327359418564) [@wallstengine](/creator/x/wallstengine) 2025-08-07T20:14Z 94.1K followers, 8270 engagements "$EAT Brinker International Q4'25 Earnings Highlights 🔹 Revenue: $1.44B (Est. $1.44B) 🟡; +21.0% YoY 🔹 EPS: $XXXX (Est. $2.44) 🟢 🔹 Comp. Sales: +21.3% overall; Chilis +23.7% Maggianos -XXX% FY26 Guide: 🔹 EPS: $9.90$10.50 (Est. $8.87) 🟢 🔹 Revenue: $5.6B$5.7B (Est. $5.36B) 🟢 🔹 Capex: $270M$290M Other Metrics: 🔹 Restaurant Operating Margin: XXXX% vs. XXXX% YoY 🔹 Operating Income Margin: XXX% vs. XXX% YoY 🔹 Adjusted EBITDA: $212.4M vs. $141.8M YoY 🔹 Net Income: $107M vs. $57.3M YoY 🔹 Additional $400M added to share repurchase program (total $507M) 🔹 Chilis traffic +16% sales +24%" [X Link](https://x.com/wallstengine/status/1955597432861102135) [@wallstengine](/creator/x/wallstengine) 2025-08-13T11:48Z 94.2K followers, 9247 engagements "$AAP Advance Auto Parts Q225 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $0.53) 🟢; +11% YoY 🔹 Revenue: $2.0B (Est. $1.97B) 🟢; -X% YoY 🔹 Comparable Store Sales: +0.1% YoY 🔹 Returned to profitability after prior losses FY25 Guide: 🔹 Adj EPS: $1.20$2.20 (Est. $1.85) 😐 🔹 Revenue: $8.52B$8.60B (Est. $8.52B) 😐 🔹 Comparable Store Sales: +0.5% to +1.5% 🔹 Capex: $300M 🔹 Free Cash Flow: $(85)M to $(25)M Other Metrics: 🔹 Operating Income: $22M (Adj. $61M; XXX% margin) 🔹 Gross Margin: XXXX% (Adj. 43.8%) vs. XXXX% YoY 🔹 SG&A: XXXX% of sales (Adj. 40.7%) vs. XXXX% YoY 🔹 Net Cash Used in" [X Link](https://x.com/wallstengine/status/1955945745619804466) [@wallstengine](/creator/x/wallstengine) 2025-08-14T10:53Z 94.5K followers, 8518 engagements "Today's Key Events (All EST) 08/19/2025 08:30: US Housing Starts 08:55: US Redbook YoY 10:00: Fed's Bowman 14:10: Fed's Bowman Before Open 👇 05:30: $XPEV 06:00: Home Depot $HD 06:00: Amer Sports $AS 06:30: Premier $PINC 06:45: Medtronic $MDT 07:00: Viking $VIK 07:00: Opera $OPRA After Hours 👇 16:05: Keysight Technologies $KEYS 16:10: Jack Henry & Associates $JKHY 16:15: La-Z-Boy $LZB 16:15: Auna $AUNA 16:30: Toll Brothers $TOL 17:35: James Hardie Industries $JHX 18:00: $ZTO Express 20:15: $SQM" [X Link](https://x.com/wallstengine/status/1957696703710040249) [@wallstengine](/creator/x/wallstengine) 2025-08-19T06:50Z 94.2K followers, 7612 engagements "Charlotte Business Journal reports Truist Financial $TFC has settled a lawsuit that accused the bank of secretly tracking visitors on its website in violation of California privacy laws. Terms of the settlement were not disclosed and the case is expected to be dismissed within two months" [X Link](https://x.com/wallstengine/status/1957751454657061050) [@wallstengine](/creator/x/wallstengine) 2025-08-19T10:28Z 94.1K followers, 7156 engagements "Lucid Group $LCID will execute a 1-for-10 reverse stock split effective Aug. XX 2025 with trading on a split-adjusted basis starting Sept. 2" [X Link](https://x.com/wallstengine/status/1958623093536301487) [@wallstengine](/creator/x/wallstengine) 2025-08-21T20:11Z 94.2K followers, 13K engagements "Tokyo Gas is in talks with Venture Global $VG for a 20-year deal to buy 1M tonnes of LNG annually from the CP2 export facility. Supply would come from phase X of the plant expected online in late 2028" [X Link](https://x.com/wallstengine/status/1959976104124436593) [@wallstengine](/creator/x/wallstengine) 2025-08-25T13:48Z 94.4K followers, 8093 engagements "THE S&P INDEX $SPY IS REBALANCING AppLovin $APP Robinhood $HOOD and Emcor Group $EME to join the S&P XXX replacing Enphase Energy $ENPH Caesars Entertainment $CZR and MarketAxess $MKTX. $UBER will enter the S&P XXX replacing Charter Communications $CHTR. Nutanix $NTNX and TransUnion $TRU will move to the S&P MidCap XXX. Effective: Before the markets open on Sept. 22nd. Heres the full list of rebalancing changes 👇" [X Link](https://x.com/wallstengine/status/1964081273930149924) [@wallstengine](/creator/x/wallstengine) 2025-09-05T21:40Z 94.4K followers, 48.4K engagements "Texas Capital Securities said Californias draft SB-237 is a significant positive for Berry Corporation $BRY and California Resources Corporation $CRC" [X Link](https://x.com/wallstengine/status/1965828543902003631) [@wallstengine](/creator/x/wallstengine) 2025-09-10T17:23Z 94.2K followers, 7984 engagements "OpenAI just rolled out Instant Checkout inside ChatGPT letting U.S. users buy products directly in the chat without leaving the app. The feature launches today with Etsy sellers and will expand soon to over a million Shopify merchants including Glossier SKIMS Spanx and Vuori per Bloomberg. It runs on Stripes new Agentic Commerce Protocol which OpenAI is open-sourcing so any retailer can integrate. Purchases stay entirely inside ChatGPT product search selection and payment with OpenAI taking a small fee from merchants" [X Link](https://x.com/wallstengine/status/1972711200078041491) [@wallstengine](/creator/x/wallstengine) 2025-09-29T17:12Z 94.2K followers, 53.6K engagements "$COTY launched a strategic review of its $1.6B consumer beauty unit including CoverGirl Rimmel Sally Hansen Max Factor and its $400M Brazil business. At the same time Coty is integrating Prestige and Mass Fragrance operations which now represent XX% of sales" [X Link](https://x.com/wallstengine/status/1972972992314716344) [@wallstengine](/creator/x/wallstengine) 2025-09-30T10:33Z 94.2K followers, 6935 engagements "Samsung & SK Hynix signed agreements to supply chips and gear for OpenAIs Stargate supercomputer project with demand projected at 900000 wafers/month more than double current global HBM capacity. Samsung affiliates will also partner on data centers including offshore floating sites while SK Telecom and OpenAI plan a dedicated Korean data center. Source: Bloomberg" [X Link](https://x.com/wallstengine/status/1973331897141829899) [@wallstengine](/creator/x/wallstengine) 2025-10-01T10:19Z 94.3K followers, 19.6K engagements "Peloton $PTON unveiled Peloton IQ an AI + computer vision system for personalized training and launched its new Cross Training Series lineup: Bike Bike+ Tread Tread+ and Row+ all with swivel screens. Plus models add cameras Sonos audio and voice control. Membership prices rise in October" [X Link](https://x.com/wallstengine/status/1973362118545047817) [@wallstengine](/creator/x/wallstengine) 2025-10-01T12:19Z 94.4K followers, 7506 engagements "$AMC eliminated $39.9M in debt tied to its July 2025 creditor deal bringing total reduction to $183M with no new shares or cash used" [X Link](https://x.com/wallstengine/status/1973365593056465229) [@wallstengine](/creator/x/wallstengine) 2025-10-01T12:33Z 94K followers, 6651 engagements "Ford $F Q3 U.S. sales rose XXX% to 545522 vehicles. F-Series up XXX% to 207732 still Americas top truck. EV + hybrid sales jumped XXXX% to 85789 now XXXX% of mix. Expedition had best Q3 in XX yrs (+47%) Maverick hit record 34848. Ford Pro subs up XX% to 815K BlueCruise passed 7M hours" [X Link](https://x.com/wallstengine/status/1973379166411063540) [@wallstengine](/creator/x/wallstengine) 2025-10-01T13:27Z 94K followers, 7677 engagements "Polymarket traders put XX% odds on the current federal shutdown lasting 1029 days If it runs longer it would be the 2nd longest ever (record was XX days in 2018) Key upcoming data at risk of suspension: Jobless claims Nonfarm payrolls CPI & PPI; Retail sales housing starts" [X Link](https://x.com/wallstengine/status/1973421235053928873) [@wallstengine](/creator/x/wallstengine) 2025-10-01T16:14Z 94.1K followers, 52.3K engagements "MediaTeks ASIC plans are seeing delays. Reports say $META's new chip orders remain uncertain due to a technical issue while $GOOGL's order isnt finalized yet and wont officially tape out until at least October. Mass production now looks unlikely before the second half of 2026. MediaTek hasnt been active in the high-speed computing ASIC market for long and competition is intense. Metas Arke orders could influence revenue further out in 2027 but Googles orders will have a direct impact on 2026 revenue. Source: DigiTimes" [X Link](https://x.com/wallstengine/status/1973698603681226818) [@wallstengine](/creator/x/wallstengine) 2025-10-02T10:36Z 94.1K followers, 11.8K engagements "Berkshire Hathaway is officially buying Occidental Petroleums OxyChem unit for $XXX billion in cash. Occidental $OXY will use about $XXX billion of the proceeds to reduce debt and move toward its goal of cutting principal debt below $XX billion after the CrownRock acquisition. OxyChem which produces commodity chemicals used in water treatment healthcare and construction will become a Berkshire subsidiary. The deal is expected to close in the fourth quarter of 2025 pending approvals" [X Link](https://x.com/wallstengine/status/1973708075455365349) [@wallstengine](/creator/x/wallstengine) 2025-10-02T11:14Z 94.2K followers, 17.3K engagements "$UBER has acquired Belgian startup Segments AI to strengthen its data-labeling unit Uber AI Solutions. The Y Combinator-backed firm specializes in labeling sensor data for autonomous driving and is cash-flow positive. Terms werent disclosed but Uber says the deal will boost its lidar and multi-sensor annotation capabilities and expand its client base as it pushes deeper into AI services" [X Link](https://x.com/wallstengine/status/1973835843057168574) [@wallstengine](/creator/x/wallstengine) 2025-10-02T19:41Z 94.4K followers, 11.4K engagements "U.S. Sept ISM Services PMI 👇 ISM Services PMI: XXXX (Est. XXXX Prev. 52.0) ISM Business Activity: XXXX (Lowest since 2020) ISM New Orders: XXXX (Est. 54.0) ISM Employment: XXXX (Est. 46.6) ISM Prices Paid: XXXX (Est. 68.0)" [X Link](https://x.com/wallstengine/status/1974112605657833837) [@wallstengine](/creator/x/wallstengine) 2025-10-03T14:01Z 94.5K followers, 43.1K engagements "PayPal $PYPL is rolling out X% cash back on Buy Now Pay Later purchases through year-end covering both in-store and online. The company is also expanding Pay Monthly to in-store use in the U.S. giving shoppers a virtual card to spend within XX hours" [X Link](https://x.com/wallstengine/status/1975129998265880713) [@wallstengine](/creator/x/wallstengine) 2025-10-06T09:24Z 94.1K followers, 63.7K engagements "Eli Lilly $LLY will invest over $1B in India to expand manufacturing through local partners boosting supply of obesity diabetes Alzheimers cancer and autoimmune drugs Reuters reports" [X Link](https://x.com/wallstengine/status/1975148352263336447) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:37Z 94.2K followers, 14.7K engagements "Fifth Third $FITB is buying Comerica $CMA in an all-stock $10.9B deal valuing CMA at $82.88/shr a XX% premium to its 10-day VWAP. The merger will create the 9th-largest US bank with $288B in assets set to close end of Q1 2026" [X Link](https://x.com/wallstengine/status/1975148908503511426) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:39Z 94.4K followers, 22.9K engagements "SEMAFOR says the US and Ukraine are working on a deal where Kyiv would share its drone technology with Washington in return for arms sales. $AVAV $KTOS $PLTR $AIRO $RCAT $PDYN" [X Link](https://x.com/wallstengine/status/1975164753879183514) [@wallstengine](/creator/x/wallstengine) 2025-10-06T11:42Z 94.4K followers, 11.5K engagements "$AMD CEO: deal with OpenAI will be immediately accretive to adjusted earnings per share immediately from first revenue" [X Link](https://x.com/wallstengine/status/1975173209541779797) [@wallstengine](/creator/x/wallstengine) 2025-10-06T12:16Z 94.2K followers, 15.1K engagements "CHATGPT NOW HAS 800M WEEKLY USERS - ALTMAN" [X Link](https://x.com/wallstengine/status/1975249322645262346) [@wallstengine](/creator/x/wallstengine) 2025-10-06T17:18Z 94.5K followers, 134.6K engagements "ChatGPT launch partners (app available inside it): $BKNG $TGT $COUR $EXPE $FIG $SPOT $ZG $TGT $CART $PTON $TRIP $UBER" [X Link](https://x.com/wallstengine/status/1975251926125322570) [@wallstengine](/creator/x/wallstengine) 2025-10-06T17:28Z 94.4K followers, 31.3K engagements "APPLOVIN $APP HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES" [X Link](https://x.com/wallstengine/status/1975285678767546847) [@wallstengine](/creator/x/wallstengine) 2025-10-06T19:42Z 94.2K followers, 64.7K engagements "Citadel Securities has started processing trades for small and mid-tier banks aiming to give them better pricing on fixed-income securities. President Jim Esposito said the firm is building a mid-tier liquidity ecosystem to help these banks compete with larger players like JPMorgan and Goldman Sachs" [X Link](https://x.com/wallstengine/status/1975292567383384101) [@wallstengine](/creator/x/wallstengine) 2025-10-06T20:10Z 94.5K followers, 11.4K engagements "WSJ: A fire at Novelis Oswego NY plant which supplies about XX% of U.S. auto aluminum will disrupt production for months. Ford $F the biggest buyer may flag risks to its F-150 line in upcoming earnings. Toyota Stellantis and Hyundai also source from the facility" [X Link](https://x.com/wallstengine/status/1975403850283745765) [@wallstengine](/creator/x/wallstengine) 2025-10-07T03:32Z 94.1K followers, 26K engagements "FED'S DALY ON AI: AI bubble not a threat to financial stability. AI could make country more productive. I am not seeing evidence of mass job replacement by A. I see more tech in place of hiring as the economy slows - Axios" [X Link](https://x.com/wallstengine/status/1975518538384425093) [@wallstengine](/creator/x/wallstengine) 2025-10-07T11:08Z 94.2K followers, 10.3K engagements "OpenAI has now locked in roughly $X trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than XX gigawatts of AI capacity over the next decade. For context thats about the output of XX nuclear reactors. Each 1GW of AI compute build-out runs close to $50B. Financial Times estimates: $500B for Nvidia $300B for AMD $300B for Oracle $22B+ already disclosed by CoreWeave All told it raises the big question: where is all this money coming from" [X Link](https://x.com/wallstengine/status/1975523414577143962) [@wallstengine](/creator/x/wallstengine) 2025-10-07T11:27Z 94.2K followers, 146K engagements "$DELL raised its long-term outlook now guiding for XX% annual sales growth through FY2030 (vs XX% prior) and at least XX% EPS growth (vs X% prior) The company has built a $20B AI business in two years and pledged to keep raising its dividend 10%+ annually through 2030 $SMCI" [X Link](https://x.com/wallstengine/status/1975540065255489810) [@wallstengine](/creator/x/wallstengine) 2025-10-07T12:33Z 94.2K followers, 20.7K engagements "Qualcomm $QCOM is buying Italian hardware maker Arduino known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $4555" [X Link](https://x.com/wallstengine/status/1975566753033028015) [@wallstengine](/creator/x/wallstengine) 2025-10-07T14:19Z 94.3K followers, 11.9K engagements "Per the information report: In some cases Oracle $ORCL is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidias chips. Internal documents show the fast-growing cloud business has had razor-thin gross profit margins" [X Link](https://x.com/wallstengine/status/1975579716083220622) [@wallstengine](/creator/x/wallstengine) 2025-10-07T15:11Z 94K followers, 29.9K engagements "$JPM CEO DIMON: FOR $2B EXPENSE WE HAVE ABOUT $2B COST SAVINGS FROM AI & IT'S THE TIP OF THE ICEBERG JPM IS GETTING BETTER WITH AI THERE IS A LOT OF MERGER TALK FIREPOWER IN THE MARKET CONSUMERS OK BUT RECESSION 'COULD HAPPEN' IN 2026 SHUTDOWN IS NOT A WAY TO RUN A RAILROAD" [X Link](https://x.com/wallstengine/status/1975592366322164010) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:01Z 94.4K followers, 17.3K engagements "Trump administration is weighing another $12B in cuts to clean energy projects including carbon removal and hydrogen efforts from Chevron and Occidental. Total proposed cuts now near $24B. - Semafor" [X Link](https://x.com/wallstengine/status/1975616652973908382) [@wallstengine](/creator/x/wallstengine) 2025-10-07T17:38Z 94.1K followers, 12.8K engagements "The U.S. Department of Energy is considering revoking nearly $1.1B in grants for $GM Stellantis $STLA for auto plant retooling according to a Reuters report" [X Link](https://x.com/wallstengine/status/1975635690697437256) [@wallstengine](/creator/x/wallstengine) 2025-10-07T18:53Z 94K followers, 11.8K engagements "APPLIED MATERIALS $AMAT $ASML FUELED CHINA CHIP PRODUCTION - HOUSE CMTE: BLOOMBERG" [X Link](https://x.com/wallstengine/status/1975638305623671295) [@wallstengine](/creator/x/wallstengine) 2025-10-07T19:04Z 94.5K followers, 17.3K engagements "$NVDA CEO Huang told CNBC that while $ORCL Nvidia cloud margins may look thin now when you first ramp up a new technology theres every possibility that u might not make money in the beginning but over the life of the system theyll be wonderfully profitable He added that running Nvidia systems at Oracles scale is not easy calling them giant supercomputers that require land power cooling and complex operations" [X Link](https://x.com/wallstengine/status/1975669879706382577) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:09Z 94.3K followers, 179.8K engagements "S&P XXX $SPY is trading near all-time highs. Gold futures tapped $4000. Bitcoin is back at record levels. The markets on fire and interest in learning about stocks on Whop is right there with it. Sales jumped XX% just today" [X Link](https://x.com/wallstengine/status/1975676065289839017) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:34Z 94.1K followers, 27.3K engagements "$RKLB signed a new agreement with Japans iQPS for X dedicated Electron missions. iQPS has already launched X satellites on Electron with X more scheduled. This adds X more missions making Rocket Lab the primary launch provider for iQPSs Earth-imaging constellation" [X Link](https://x.com/wallstengine/status/1975681891232534554) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:57Z 94.1K followers, 16.7K engagements "Confluent $CFLT is exploring a sale after attracting interest from private equity and tech firms per reuters" [X Link](https://x.com/wallstengine/status/1975849811967680978) [@wallstengine](/creator/x/wallstengine) 2025-10-08T09:04Z 94.4K followers, 9210 engagements "Evercore ISI on $DPZ (Outperform PT $520): Its tough to be a Dominos competitor in 2025 "Our Dominos 3Q same-store sales (SSS) estimate is significantly ahead of Pizza Huts 3Q U.S. SSS estimate of -6%. We believe Dominos share gains within pizza are being driven by: X. Leveraging its low-cost leadership with value promotions such as the recurring $XXXX any-size pizza with up to seven toppings X. Ongoing innovation in pizza (e.g. stuffed crust which supports mix improvement) and X. Effective marketing through DoorDash which we estimate provides an annualized SSS lift of XX percentage points" [X Link](https://x.com/wallstengine/status/1975853794752602509) [@wallstengine](/creator/x/wallstengine) 2025-10-08T09:20Z 94.1K followers, 8383 engagements "ALIBABA $BABA SETS UP IN-HOUSE ROBOT AI TEAM QWEN EXECUTIVE SAYS" [X Link](https://x.com/wallstengine/status/1975868625119547620) [@wallstengine](/creator/x/wallstengine) 2025-10-08T10:19Z 94.2K followers, 20.6K engagements "$NVDA CEO: OpenAI doesn't have the money yet for the deal. They will raise through revenues and equity or debt" [X Link](https://x.com/wallstengine/status/1975896440129142828) [@wallstengine](/creator/x/wallstengine) 2025-10-08T12:09Z 94K followers, 31.7K engagements "Polymarket founder Shayne Coplan is now the youngest self-made billionaire on Bloombergs Index. He dropped out of NYU built the platform from his bathroom in 2020 fought off regulators and an FBI raid and now has ICE backing Polymarket with $2B at an $8B valuation" [X Link](https://x.com/wallstengine/status/1975937405049000386) [@wallstengine](/creator/x/wallstengine) 2025-10-08T14:52Z 94.3K followers, 25.2K engagements "SOFTBANKS GRAPHCORE PLANS X BILLION CHIP INVESTMENT IN INDIA" [X Link](https://x.com/wallstengine/status/1976003061828219187) [@wallstengine](/creator/x/wallstengine) 2025-10-08T19:13Z 94.1K followers, 9052 engagements "The worlds largest glove maker Top Glove expects to boost U.S. sales to XX% of total volume by 2027 up from XX% now. The company produces XX Billion gloves annually with North America & Asia as its biggest markets" [X Link](https://x.com/wallstengine/status/1976184834793079023) [@wallstengine](/creator/x/wallstengine) 2025-10-09T07:15Z 94.5K followers, 11.4K engagements "HSBC Downgrades $BE to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "We are raising our TP for Bloom to USD100.00 (from USD44.00) to incorporate a revised exit EV/EBITDA multiple of 20x (from 9.5x previously) on our estimated terminal value beyond 2031e. Our prior estimate reflected the midpoint of the 712x median range for the renewable energy sector but we are raising our estimate for Bloom as the shares have rerated sharply higher. Our revised 20x target is pegged at a premium to the 1015x median range for the clean tech sector which reflects the companys data center and" [X Link](https://x.com/wallstengine/status/1976189534871159094) [@wallstengine](/creator/x/wallstengine) 2025-10-09T07:34Z 94.5K followers, 10.8K engagements "Canaccord Genuity Initiates Coverage on $OKLO with Buy Rating PT $XXX Analyst comments: "Our price target is based on our DCF with our model stretching to 2050. Importantly we assume Oklos reactor buildouts will be financed substantially with debt and further supported by investment tax credits. This financing mix could help bolster long-term returns on capital with potentially minimal requirements for additional equity. As such our assumed WACC is slightly above X% and long-term growth is 6%. Considering the stocks exceptional performance and our concerns about a potential AI market bubble" [X Link](https://x.com/wallstengine/status/1976214433761460639) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:13Z 94.3K followers, 37.7K engagements "Berenberg Upgrades $DKNG to Buy from Hold Lowers PT to $XX from $XX Analyst comments: "Year-to-date DraftKings has performed well. While numbers have been adjusted downwards due to sports results the company has continued to deliver solid levels of growth and its underlying business has delivered improvements particularly in terms of margin expansion. In H1 DraftKings started to close the gap on FanDuel with its net revenue margin now XX basis points closer year-over-year. This is encouraging given it should help DraftKings close the sports net gaming revenue (NGR) gap to FanDuel (Q2 2025" [X Link](https://x.com/wallstengine/status/1976222043827024316) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:43Z 94.2K followers, 8198 engagements "NOVO NORDISK $NVO TO BUY AKERO THERAPEUTICS $AKRO FOR $XX A SHARE IN CASH" [X Link](https://x.com/wallstengine/status/1976227027155046901) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:03Z 94.4K followers, 17.7K engagements "Canaccord Genuity Raises $DOCN PT to $XX from $XX -Buy Analyst comments: "We hosted DigitalOcean CFO Matt Steinfort and Head of Investor Relations Melanie Strate for investor meetings last week in NYC. We've been big believers in the story driven by a refreshed team with a renewed vision and we've contended that were witnessing the early stages of a complete business turnaround even if the market has been slower to catch on. The uniformly upbeat tone during investor meetings aligned with how sentiment has begun to turn on the name in recent weeks following the firms encouraging Q2 results" [X Link](https://x.com/wallstengine/status/1976237930948485352) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:46Z 94.1K followers, 23.3K engagements "Feds Michael Barr: Uncertainty about both inflation and jobs warrants a cautious approach to any further interest rate cut. Feds inflation goal faces significant risks but also some factors that might mitigate those risks. Current outlook poses challenges for judging stance of monetary policy and deciding the right path forward. Expect Core PCE to exceed X% by year-end" [X Link](https://x.com/wallstengine/status/1976330612936958232) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:55Z 94.1K followers, 8957 engagements "NANO Nuclear Energy $NNE speaking at the TD Securities Nuclear Conference said they see a huge valuation disconnect compared to peers like NuScale and Oklo. For context: $NNE market cap: $1.94B $SMR market cap: $11B $OKLO market cap: $19.6B" [X Link](https://x.com/wallstengine/status/1976344470779310446) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:50Z 94.2K followers, 36.5K engagements "JAPAN KOMEITO PLANS TO EXIT COALITION WITH LDP: NHK" [X Link](https://x.com/wallstengine/status/1976537276441326039) [@wallstengine](/creator/x/wallstengine) 2025-10-10T06:36Z 94.4K followers, 8765 engagements "U.S. CPI WILL BE RELEASED ON OCT. 24TH" [X Link](https://x.com/wallstengine/status/1976674595467149397) [@wallstengine](/creator/x/wallstengine) 2025-10-10T15:42Z 94.2K followers, 15.8K engagements "$AAPL is being sued by neuroscientists Susana Martinez-Conde & Macknik in a proposed class action alleging that Apple used pirated books to train its Apple Intelligence AI model. The complaint claims the datasets included their works Champions of Illusion & Sleights of Mind" [X Link](https://x.com/wallstengine/status/1976715085050703975) [@wallstengine](/creator/x/wallstengine) 2025-10-10T18:22Z 94.5K followers, 12.7K engagements "Who called the top this time" [X Link](https://x.com/wallstengine/status/1976763408755097681) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:34Z 94.4K followers, 12.6K engagements "ASTRAZENECA $AZN GETS THREE-YEAR REPRIEVE FROM TRUMP PHARMA TARIFFS" [X Link](https://x.com/wallstengine/status/1976769506891763811) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:59Z 94.2K followers, 11.4K engagements "TRUMP ON XI MEETING: I dont knowI am going to attend the summitmight as well meet with him" [X Link](https://x.com/wallstengine/status/1976771737707856186) [@wallstengine](/creator/x/wallstengine) 2025-10-10T22:08Z 94.2K followers, 116.7K engagements "President Trump says dont worry about China it will be all fine. Chinas President Xi just had a bad moment. Says The U.S.A wants to help Chinanot hurt it" [X Link](https://x.com/wallstengine/status/1977420526860808306) [@wallstengine](/creator/x/wallstengine) 2025-10-12T17:06Z 94.5K followers, 81.4K engagements "RBC Capital Upgrades $SFM to Outperform from Sector Perform Lowers PT to $XXX from $XXX Analyst comments: "Since hitting a peak in June SFM shares are down about XX% underperforming grocery peers by roughly XX% and the market by about XX% over that period. With shares now trading at around 9x our 2027 adjusted EBITDA estimate (15x P/E) we believe a comp deceleration on tough comparisons is already priced in and concerns over recent promotional activity are overblown creating a favorable risk/reward setup. Looking beyond the next few quarters we believe low double-digit revenue growth (comps" [X Link](https://x.com/wallstengine/status/1977671109727203657) [@wallstengine](/creator/x/wallstengine) 2025-10-13T09:41Z 94K followers, 8157 engagements "BESSENT: We don't want to decouple but China is sending a decoupling message. Everything's on the table incl. delisting China ADRs but confident that this can be de-escalated If not we have substantial levers we can pull. We could move more aggressively than how China has" [X Link](https://x.com/wallstengine/status/1977694762187502007) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:15Z 94.5K followers, 131.1K engagements "GOLDMAN SACHS $GS HAS LOST MORE THAN A DOZEN SENIOR BANKERS: RTRS" [X Link](https://x.com/wallstengine/status/1977735244426940883) [@wallstengine](/creator/x/wallstengine) 2025-10-13T13:56Z 94.1K followers, 14.3K engagements "Power Integrations $POWI unveiled new high-voltage GaN chips for 800V DC AI data centers publishing details at the 2025 OCP Global Summit. The company said its 1250V PowiGaN switches hit over XX% efficiency outperforming 650V GaN and 1200V SiC devices in power density and system simplicity. Its also working with $NVDA on megawatt-scale server rack power architecture to cut copper use and improve rack design. Power Integrations claims its the only firm currently shipping 1250V and 1700V GaN switches in volume with over XXX million GaN devices deployed since its 2018 debut. Moving to an 800V DC" [X Link](https://x.com/wallstengine/status/1977759028559138965) [@wallstengine](/creator/x/wallstengine) 2025-10-13T15:31Z 94.5K followers, 14K engagements "$AAPL said iPhone Air pre-orders will open in China this Friday Oct XX after Chinese telecom operators received approval to offer eSIM services. The iPhone Air starting at 7999 ($1121) will be the only iPhone model in China supported by eSIM. China Mobile China Telecom and China Unicom were cleared to provide trial eSIM services according to an announcement from the industry ministry" [X Link](https://x.com/wallstengine/status/1977767957330628714) [@wallstengine](/creator/x/wallstengine) 2025-10-13T16:06Z 94.5K followers, 12.5K engagements "Banks kick off earnings tomorrow. Make sure youve got notifications on and follow me @wallstengine for earnings highlights on all key reports as they come out. 06:00 $BLK 06:05 $DPZ 06:20 $JNJ 06:35 $JPM 07:00 $WFC 07:30 $GS 08:00 $C" [X Link](https://x.com/wallstengine/status/1977841385941397902) [@wallstengine](/creator/x/wallstengine) 2025-10-13T20:58Z 94.2K followers, 20.4K engagements "$AAPL officially dropped the + from Apple TV+ rebranding its streaming platform simply as Apple TV the same name used for its hardware device and app" [X Link](https://x.com/wallstengine/status/1977867479423623376) [@wallstengine](/creator/x/wallstengine) 2025-10-13T22:42Z 94K followers, 13.2K engagements "Reuters reports that Chinese rare earth magnet exporters have faced tighter scrutiny on export license approvals since September weeks before Beijing expanded rare earth export controls. Sources said applications are increasingly being returned for additional information with approvals taking longer though still within the Commerce Ministrys 45-business-day window. The scrutiny level is similar to April during the height of the U.S.-China trade tensions when license delays caused magnet shortages for automakers. Chinas rare earth exports fell XX% in September and foreign clients are now" [X Link](https://x.com/wallstengine/status/1978010989313609930) [@wallstengine](/creator/x/wallstengine) 2025-10-14T08:12Z 94.4K followers, 72.9K engagements "$BLK BlackRock Q325 Earnings Highlights 🔹 Revenue: $6.51B (Est. $6.34B) 🟢 🔹 Adj EPS: $XXXXX (Est. $11.47) 🟢 🔹 AUM: $13.464T (Est. $13.37T) 🟢 🔹 Net Inflows: $204.64B (Est. $181.92B) 🟢 🔹 Equity Net Inflows: $45.98B (Est. $59.93B) 🔴 Q3 Segment: 🔹 Total Net Flows: $205B; Long-term: $171B; Record iShares ETFs net inflows: $153B 🔹 Technology services & subscriptions: $515M; UP vs. prior year 🔹 Alternatives performance fees: UP YoY aided by HPS transaction Other Q3 Metrics 🔹 Operating Income (Adj.): $2.62B; UP +23% YoY 🔹 Operating Margin (Adj.): XXXX% 🔹 Share repurchases: $375M 🔹" [X Link](https://x.com/wallstengine/status/1978039583616180592) [@wallstengine](/creator/x/wallstengine) 2025-10-14T10:06Z 94.1K followers, 19.7K engagements "Walmart $WMT announced a partnership with OpenAI to let customers shop directly through ChatGPT using a new Instant Checkout feature. Users will be able to buy from Walmart and Sams Club just by chatting with the AI" [X Link](https://x.com/wallstengine/status/1978087912634753281) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:18Z 94.3K followers, 22K engagements "CITI $C HAS NO EXPOSURE TO WIDELY REPORTED DISTRESSED NAMES: CFO" [X Link](https://x.com/wallstengine/status/1978088566111580557) [@wallstengine](/creator/x/wallstengine) 2025-10-14T13:20Z 94.5K followers, 9444 engagements "OPENAI AND SUR ENERGY AGREE TO EXPLORE A BIG DATA CENTER PROJECT IN ARGENTINA THROUGH A LETTER OF INTENT" [X Link](https://x.com/wallstengine/status/1978100231305609276) [@wallstengine](/creator/x/wallstengine) 2025-10-14T14:07Z 94.2K followers, 32.1K engagements "Stifel analyst Jonathan Siegmann raised his price target on Kratos Defense & Security $KTOS to $XXX from $XX while maintaining a Buy rating" [X Link](https://x.com/wallstengine/status/1978197399488397546) [@wallstengine](/creator/x/wallstengine) 2025-10-14T20:33Z 94.3K followers, 12.3K engagements "KeyBanc Upgrades $MGY to Overweight from Sector Weight PT $XX Analyst comments: "We see an unprecedented amount of defensive characteristics from Magnolia with low leverage (0.1x) a balanced hydrocarbon production skew (41% oil XX% liquids) and a consistent durable cash return framework since its 2018 de-SPAC. We see management's biggest challenge as avoiding painting itself as a growth company given its self-imposed reinvestment cap (55% of EBITDA) can fund double-digit production growth if the market calls for it. We believe a XX turn multiple premium to peers on 2026E EV/EBITDA for these" [X Link](https://x.com/wallstengine/status/1978383532948111515) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:52Z 94K followers, 7040 engagements "Rothschild Redburn Downgrades $GEV to Sell from Neutral PT $XXX Analyst comments: "After much soul-searching and analysis we conclude that GE Vernovas current share price discounts a margin outlook that is implausibly positive in the long term and we downgrade to Sell with a target price of $XXX. Catalysts for the Sell recommendation on GE Vernova to work are elusive amid thematic momentum and timing is challenging. However the gas turbine market has historically been highly variable and demand conditions for Siemens Energys and GE Vernovas products reflect customer sentiment i.e. man-made" [X Link](https://x.com/wallstengine/status/1978383606310748636) [@wallstengine](/creator/x/wallstengine) 2025-10-15T08:53Z 94K followers, 11.7K engagements "NSCALE TO BUILD MASSIVE TEXAS AI HUB WITH MICROSOFT Nscale will deploy 104000 $NVDA GB300 GPUs in a XXX MW facility in Texas under a new agreement with $MSFT opening in Q3 2026. The project is part of a broader contract totaling 200000 GPUs spanning the U.S. and Europe" [X Link](https://x.com/wallstengine/status/1978388878210761124) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:13Z 94K followers, 16K engagements "Guggenheim Initiates Coverage on $UBER with Buy Rating PT $XXX Analyst comments: "Our BUY thesis is underpinned by the companys asset base consisting of industry-leading 1) network 2) technology and 3) brand equity. Ubers multi-platform network is over 3x that of the next gig peer with reach positioning the rideshare leader for increased Autonomous Vehicle (AV) adoption (i.e. Big Wheels Keep on Turnin). We believe the AV debate will remain a key driver of sentiment with bulls highlighting market expansion potential and bears arguing disintermediation risk (we believe both will prove true; see" [X Link](https://x.com/wallstengine/status/1978389627775160339) [@wallstengine](/creator/x/wallstengine) 2025-10-15T09:16Z 94.3K followers, 11.3K engagements "$ASML CFO Roger Dassen said the company is well prepared for Chinas new rare-earth export rules and has already secured the materials it needs for the coming months. We have long lead times and therefore also in our supply chain we make sure that we have the materials in that we need for the next couple of months Dassen told reporters after ASMLs Q3 results" [X Link](https://x.com/wallstengine/status/1978405995836502488) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:22Z 94K followers, 29.7K engagements "$BAC Bank of America Q3'25 Earnings Highlights 🔹 Revenue: $28.1B (Est. $27.59B) 🟢; UP +11% YoY 🔹 EPS: $XXXX (Est. $0.95) 🟢; UP +31% YoY 🔹 NII: $15.2B ($15.4B FTE) (Est. $15.03B) 🟢; UP +9% YoY Guidance: 🔸 Q4 NII (FTE): $15.6B to $15.7B Q3 Operating Metrics: 🔹 Provision for Credit Losses: $1.3B; DOWN -XX% YoY 🔹 Net Charge-Offs: $1.37B (Est. $1.52B) 🟢; DOWN -XX% YoY 🔹 Noninterest Expense: $17.3B; UP +5% YoY 🔹 Total Loans: $1.17T (Est. $1.16T) 🟢; UP +8% YoY 🔹 Total Deposits: $2.00T (Est. $2.02T) 🔴; UP +4% YoY 🔹 Average Deposits: $1.99T; UP +4% YoY 🔹 Average Loans and Leases:" [X Link](https://x.com/wallstengine/status/1978413685216510415) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:52Z 94.1K followers, 11.6K engagements "$MS Morgan Stanley Q3'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $16.7B) 🟢; UP +18% YoY 🔹 EPS: $XXXX (Est. $2.09) 🟢; UP +49% YoY 🔹 Net Income: $4.6B; UP +45% YoY Wealth Management: 🔹 Net Revenue: $8.2B (Est. $7.8B) 🟢; UP +13% YoY 🔹 Pre-tax Income: $2.5B; UP +27% YoY 🔹 Pre-tax Margin: XXXX% 🔹 Asset Management Revenue: $4.8B; UP +12% YoY 🔹 Net Interest Income: $2.0B; UP +12% YoY 🔹 Fee-based Client Assets: $2.7T; UP +15% YoY 🔹 Fee-based Asset Flows: $41.9B; UP +17% YoY 🔹 Net New Assets: $81.0B; UP +27% YoY 🔹 Loans: $173.9B; UP +12% YoY Investment Management: 🔹 Net Revenue:" [X Link](https://x.com/wallstengine/status/1978424229516435642) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:34Z 94.2K followers, 11.5K engagements "$ABT Abbott Q3'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $1.30) 🟢 🔹 Revenue: $11.37B (Est. $11.4B) 🔴; UP +6.9% YoY 🔹 Organic Sales Growth: +5.5% (or +7.5% excl. COVID-19 testing) Full-Year 2025 Guidance (Reaffirmed): 🔹 Organic Sales Growth: XXX% to XXX% (excl. COVID-19 testing) 🔹 Organic Sales Growth: XXX% to XXX% (incl. COVID-19 testing) 🔹 Adj EPS: $XXXX to $XXXX (midpoint reaffirmed range narrowed) Q3 Operating Metrics: 🔹 Reported Operating Margin: XXXX% 🔹 Adjusted Operating Margin: 23.0%; UP +40 bps YoY 🔹 U.S. Sales: $4.30B; UP +2.3% YoY 🔹 International Sales: $7.07B; UP" [X Link](https://x.com/wallstengine/status/1978424575341072570) [@wallstengine](/creator/x/wallstengine) 2025-10-15T11:35Z 94.1K followers, 8987 engagements "US TRSY SEC BESSENT: CHINA TRYING TO BACKFILL NARRATIVE ON RARE EARTH MOVE CHINESE WERE PLANNING TO ERECT NEW BARRIERS WE DON'T WANT TO ESCALATE BUREAUCRATS IN CHINA CANNOT MANAGE THE SUPPLY CHAIN MANUFACTURING PROCESS FOR REST OF WORLD U.S. HAS LOTS OF LEVERS THAT IT CAN PULL ON CHINA TRADE" [X Link](https://x.com/wallstengine/status/1978438468566130876) [@wallstengine](/creator/x/wallstengine) 2025-10-15T12:31Z 94K followers, 17.9K engagements "Evercore ISI raised its price target on Broadcom $AVGO to $XXX from $XXX keeping an Outperform rating. The firm said the OpenAI deal for 10GW of custom AI accelerators could add $2$6 to FY2029 EPS estimating $XX EPS power discounted back three years at 38x P/E. Evercore believes the partnership confirms Broadcoms position as a premier custom-AI XPU supplier with its Ethernet and XPU systems likely powering OpenAIs inference workloads" [X Link](https://x.com/wallstengine/status/1978468465968325021) [@wallstengine](/creator/x/wallstengine) 2025-10-15T14:30Z 94.1K followers, 11.7K engagements "US Tsy. Sec. Bessent urged the World Bank to end support for China said securing critical mineral supply chains is a U.S. priority and pushed the Bank to finance reliable energy sources. He also called for ending the XX% climate co-benefits financing target" [X Link](https://x.com/wallstengine/status/1978510415341441068) [@wallstengine](/creator/x/wallstengine) 2025-10-15T17:16Z 94.3K followers, 22.6K engagements "A U.S. judge has temporarily blocked the Trump administration from laying off workers at 30+ federal agencies during the government shutdown. The ruling prevents federal firings across those agencies for now" [X Link](https://x.com/wallstengine/status/1978530062430253203) [@wallstengine](/creator/x/wallstengine) 2025-10-15T18:35Z 94.1K followers, 10.1K engagements "Anthropic expects annualized revenue of $X Billion by end-2025 and a base-case of $20B in 2026 per Reuters" [X Link](https://x.com/wallstengine/status/1978532659740737819) [@wallstengine](/creator/x/wallstengine) 2025-10-15T18:45Z 94.2K followers, 13.2K engagements "BofA Maintains Underperform Rating on $HIMS Views Menopause Launch Positively Analyst comments: "Todays news was well signaled by the company but we view the official launch of the menopause/perimenopause offering as an incremental positive. It ultimately helps expand the total addressable market for HIMS and enhances the Hers brand in a category with growing demand. We previously estimated the menopause market could represent another XX million incremental patients implying a multi-billion dollar addressable market (Exhibit 1). The Hers offering has expanded significantly over the last two" [X Link](https://x.com/wallstengine/status/1978536720280011060) [@wallstengine](/creator/x/wallstengine) 2025-10-15T19:01Z 94.2K followers, 17.9K engagements "$AAPL AI division just took another hit. Bloomberg reports that Ke Yang who was recently promoted to lead Apples new Answers Knowledge and Information (AKI) team the group building a ChatGPT-like web search system for Siri is leaving to join $META Yangs exit comes only weeks after taking over from Robby Walker and follows a string of senior AI departures including Ruoming Pang Frank Chu and Chong Wang who have all joined Metas expanding Superintelligence Labs. The AKI team which is key to Apples planned March Siri overhaul will now report to Benoit Dupin under John Giannandreas AI group." [X Link](https://x.com/wallstengine/status/1978598978515312937) [@wallstengine](/creator/x/wallstengine) 2025-10-15T23:08Z 94.2K followers, 13.5K engagements "Retail traders have been on an incredible streak XX straight weeks of net call buying hitting a record high last week according to Citadel Securities" [X Link](https://x.com/wallstengine/status/1978600248290455675) [@wallstengine](/creator/x/wallstengine) 2025-10-15T23:13Z 94.4K followers, 18.6K engagements "TSMC CEO: N2 on track for volume production later this quarter with a faster ramp in 2026; N2P slated for volume in 2H 2026; A16 on track for volume in 2H 2026; preparing several X nm fabs in Taiwan. $TSM" [X Link](https://x.com/wallstengine/status/1978709475553948124) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:27Z 94.5K followers, 4332 engagements "FRENCH PRIME MINISTER LECORNU SURVIVES FIRST NO-CONFIDENCE MOTION; XXX VOTES BELOW THE XXX NEEDED" [X Link](https://x.com/wallstengine/status/1978758700870361297) [@wallstengine](/creator/x/wallstengine) 2025-10-16T09:43Z 94.4K followers, 8338 engagements "Bernstein called $HPE's guidance "underwhelming" FY26 EPS $2.202.40 came below consensus $XXXX while FY28 $X is roughly inline. The $1B Juniper synergy target is seen as a show-me story and leverage reduction plans (3x2x by FY27) limit near-term shareholder returns" [X Link](https://x.com/wallstengine/status/1978767836785836138) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:19Z 94.5K followers, 7567 engagements "Piper Sandler Reiterates Overweight Rating on $CELH PT at $XX Analyst comments: "We continue to believe Celsius remains well positioned near and long-term. While it may have some noise near-term from tariffs flowing into COGS and a distribution change for Alani Nu these have been well communicated (and Alani Nu's mid-quarter transition should minimize disruptions at least from a timing shift/reporting point of view). The positives remain clear as we have strong visibility on distribution gains in its Spring shelf resets driven by its new category captain role in the space. It also continues" [X Link](https://x.com/wallstengine/status/1978773859433390381) [@wallstengine](/creator/x/wallstengine) 2025-10-16T10:43Z 94.5K followers, 24.9K engagements "FED'S WALLER: I HAD A GREAT MEETING WITH SEC. BESSENT" [X Link](https://x.com/wallstengine/status/1978786625019625869) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:34Z 94.4K followers, 7571 engagements "Goldman Sachs reports multi-manager hedge funds now manage $425B up XX% in 2025 outpacing the rest of the hedge fund industry at 4%. Top traders at firms like Citadel and Millennium are now taking home XX% of profits with some earning over $100M" [X Link](https://x.com/wallstengine/status/1978787159265120272) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:36Z 94.5K followers, 7922 engagements "$CELH hitting new 52-week highs after Piper Sandler reiterated confidence in its near- and long-term setup" [X Link](https://x.com/wallstengine/status/1978821282654236998) [@wallstengine](/creator/x/wallstengine) 2025-10-16T13:52Z 94.5K followers, 17K engagements "$S SentinelOne Q3 Earnings Highlights: 🔹 EPS: $XXXX (Est. $0.01) 🔴 🔹 Revenue: $210.6M (Est. $209.73M) 🟢; UP +28% YoY 🔹 ARR: $859.7M; UP +29% YoY FY25 Guidance: 🔹 Revenue: $818M (Est. $815.9M) 🟢; UP +32% YoY 🔹 Non-GAAP Gross Margin: XX% 🔹 Non-GAAP Operating Margin: -X% Q4 Guidance: 🔹 Revenue: $222M 🔹 Non-GAAP Gross Margin: XX% 🔹 Non-GAAP Operating Margin: -X% Profitability Metrics: 🔹 GAAP Gross Margin: XX% (vs. XX% YoY) 🔹 Non-GAAP Gross Margin: XX% (vs. XX% YoY) 🔹 GAAP Operating Margin: -XX% (Improved from -XX% YoY) 🔹 Non-GAAP Operating Margin: -X% (Improved from -XX% YoY) 🔹" [X Link](https://x.com/wallstengine/status/1864417970325475533) [@wallstengine](/creator/x/wallstengine) 2024-12-04T21:14Z 94.6K followers, 23.9K engagements "$S SentinelOne Q2 Earnings Highlights: 🔹 Revenue: $242.18M (Est. $242.16M) 🟡; +22% YoY 🔹 EPS: $XXXX (Est. $0.03) 🟢; UP +$0.01 YoY 🔹 ARR: $1.0B; UP +24% YoY Q3 Guidance: 🔹 Revenue: $256M (Est. $255.4M) 🟢 🔹 Non-GAAP Gross Margin: XXXX% 🔹 Non-GAAP Operating Margin: X% FY26 Guidance: 🔹 Revenue: $998-$1002M (Est. $998.6M) 🟡; Midpoint $1.0B 🔹 Non-GAAP Gross Margin: 78.5%-79% 🔹 Non-GAAP Operating Margin: X% Q2 Metrics: 🔹 Adj Gross Margin: 79%; DOWN -X ppt YoY 🔹 Non-GAAP Operating Margin: 2%; UP +5 ppt YoY Q2 Customer Metrics: 🔹 Customers with ARR $100K+: 1513; UP +23% YoY 🔹 GAAP Net" [X Link](https://x.com/wallstengine/status/1961161499927331273) [@wallstengine](/creator/x/wallstengine) 2025-08-28T20:18Z 94.6K followers, 10.2K engagements "Elon Musk has just filed a Form X showing insider purchases of 1.9M $TSLA shares on Sept XX at prices between $371$396 totaling $736M. The shares were acquired via the Elon Musk Revocable Trust. This marks his first insider buy since 2020" [X Link](https://x.com/wallstengine/status/1967533404578263330) [@wallstengine](/creator/x/wallstengine) 2025-09-15T10:18Z 94.6K followers, 219.2K engagements "$CROX shares are trading higher today following the launch of Crocs' HeyDudes new campaign starring Sydney Sweeney" [X Link](https://x.com/wallstengine/status/1971614500119052615) [@wallstengine](/creator/x/wallstengine) 2025-09-26T16:35Z 94.6K followers, 75.2K engagements "$NVDA CEO: MY FAVORITE RECENT INVESTMENT WAS $CRWV COREWEAVE; ONLY REGRET IS I DIDNT INVEST ENOUGH" [X Link](https://x.com/wallstengine/status/1975898840730661171) [@wallstengine](/creator/x/wallstengine) 2025-10-08T12:19Z 94.6K followers, 95.2K engagements "CoreWeave $CRWV launched Serverless RL the first fully managed reinforcement learning platform. It scales across dozens of GPUs integrates with Weights & Biases and charges per token rather than full infra. Benchmarks: 1.4x faster training XX% lower cost vs local H100s" [X Link](https://x.com/wallstengine/status/1975970469783404639) [@wallstengine](/creator/x/wallstengine) 2025-10-08T17:04Z 94.6K followers, 50.7K engagements "CIRCULAR FINANCING IS FUELING THE AI BOOM" [X Link](https://x.com/wallstengine/status/1975976942542389400) [@wallstengine](/creator/x/wallstengine) 2025-10-08T17:29Z 94.6K followers, 27.8K engagements "CoreWeave insiders and early investors have cashed out more than $X billion since the IPO in March. Insiders hassold about $X billion after the lockup lifted in August while lead investor Magnetar trimmed $XXX billion but still holds over 20%. Seven of the ten biggest insider sellers last quarter came from AI companies. Interesting" [X Link](https://x.com/wallstengine/status/1976654464019833282) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:22Z 94.6K followers, 24.5K engagements "China called the U.S. comments on Argentina Cold War-era intervention after Treasury Secretary Scott Bessent said President Milei was committed to getting China out. Beijings embassy in Buenos Aires accused Washington of recurrent bullying of Latin American nations as the U.S. offered Argentina a $XX billion aid package ahead of Mileis White House visit. China currently backs Argentina with an $XX billion swap line and key infrastructure projects including a space launch site in Patagonia" [X Link](https://x.com/wallstengine/status/1977098377591472581) [@wallstengine](/creator/x/wallstengine) 2025-10-11T19:46Z 94.6K followers, 39.3K engagements "Goldman Sachs Downgrades $PYPL to Sell from Neutral Sets PT at $XX Analyst comments: "We are downgrading shares of PYPL to Sell with a $XX price target. We believe PYPL faces several Transaction Margin headwinds next year including: 1) continued interest rate headwinds; 2) lapping of the reacceleration of their credit products; and 3) the lapping of targeted repricing benefits in Braintree. Additionally we see less line of sight for branded checkout re-acceleration in the near term given softer trends in Germany tariff/de minimis-related disruptions in the U.S. and ongoing competition versus" [X Link](https://x.com/wallstengine/status/1977657392943841304) [@wallstengine](/creator/x/wallstengine) 2025-10-13T08:47Z 94.6K followers, 79K engagements "JPMorgan is launching a $XXX trillion financing initiative over the next decade to back industries vital to U.S. national security and economic independence. As part of the effort $JPM will make direct equity investments of up to $XX billion in U.S. companies and expand its banker network. The plan focuses on supply chain resilience defense and aerospace energy independence and frontier tech like AI and quantum computing. CEO Jamie Dimon said the U.S. had become too reliant on unreliable sources of critical minerals products and manufacturing calling for faster policy action and investment." [X Link](https://x.com/wallstengine/status/1977677349777731759) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:06Z 94.6K followers, 171.9K engagements "U.S. TREASURY SECRETARY BESSENT ON CHINA TRADE: We have aggressively pushed back against Chinas export controls. This was a provocative move. "There was substantial communication over the weekend. There will be lots of staff-level meetings. They are neither going to command nor control us. Weve already been in touch with allies and are meeting with them this week. "This Is China Vs World" "We Won't Let China Export Restrictions Go On" We expect support from India and others. We believe China is open to discussion on this. If not we have substantial levers we can pull. We could move more" [X Link](https://x.com/wallstengine/status/1977693484589928688) [@wallstengine](/creator/x/wallstengine) 2025-10-13T11:10Z 94.6K followers, 989.9K engagements "Taylor Swift announced a six-part docuseries and a new concert film coming to Disney+ $DIS on Dec. XX. The docuseries The Eras Tour The End of an Era will give an inside look at her record-breaking world tour featuring appearances from Gracie Abrams Sabrina Carpenter Ed Sheeran and Florence Welch. Two episodes will drop every week. Alongside it Disney+ will release The Eras Tour The Final Show filmed at Swifts Vancouver tour finale marking the first time fans will see the updated setlist featuring The Tortured Poets Department songs. Swift wrote It was the End of an Era and we knew it. we" [X Link](https://x.com/wallstengine/status/1977713255301713980) [@wallstengine](/creator/x/wallstengine) 2025-10-13T12:29Z 94.6K followers, 20.3K engagements "Apollo Global $APO has reportedly offered $XX per share to acquire Papa Johns $PZZA according to a source cited by Reuters. Talks are said to be in advanced stages with Apollo granted due diligence access. A deal could be finalized within weeks if discussions progress. Its unclear if Irth Capital previously linked to the bid remains involved" [X Link](https://x.com/wallstengine/status/1977803370380615976) [@wallstengine](/creator/x/wallstengine) 2025-10-13T18:27Z 94.6K followers, 28.7K engagements "OpenAI is teaming up with SoftBanks $ARM to design a CPU that will work alongside its upcoming $AVGO Broadcom-built AI chip according to The Information. The Arm CPU is intended to handle more general computing tasks in tandem with GPUs while the OpenAIBroadcom chip will focus on AI inference workloads with production expected to begin in late 2026. The chips will be manufactured by TSMC and both companies are testing early samples now. OpenAI CEO Sam Altman is also urging TSMC to expand capacity to meet demand for OpenAIs growing AI factory network. OpenAI plans to use the new chips to power" [X Link](https://x.com/wallstengine/status/1977864347205747060) [@wallstengine](/creator/x/wallstengine) 2025-10-13T22:29Z 94.6K followers, 134K engagements "Broadcom $AVGO CEO Hock Tan said generative AI could grow its share of global GDP from XX% to XX% as it becomes central to knowledge-based and technology-driven industries" [X Link](https://x.com/wallstengine/status/1977921307439476791) [@wallstengine](/creator/x/wallstengine) 2025-10-14T02:16Z 94.6K followers, 86.1K engagements "Eli Lilly $LLY said its oral GLP-1 drug orforglipron delivered superior blood-sugar control in two Phase X trials for type X diabetes. In ACHIEVE-2 A1C dropped up to XXX% vs. XXX% with dapagliflozin; in ACHIEVE-5 A1C fell up to XXX% vs. XXX% with placebo plus insulin. Both studies met all endpoints with consistent safety. Lilly plans to seek global approval in 2026" [X Link](https://x.com/wallstengine/status/1978412577014390905) [@wallstengine](/creator/x/wallstengine) 2025-10-15T10:48Z 94.6K followers, 22.6K engagements "$HPE shares slipped as management outlined long-term targets at its analyst meeting. The company guided FY26 non-GAAP EPS of $2.20$2.40 and revenue growth of XXX% with focus on expanding networking and AI infrastructure businesses" [X Link](https://x.com/wallstengine/status/1978561939488882841) [@wallstengine](/creator/x/wallstengine) 2025-10-15T20:41Z 94.6K followers, 11.8K engagements "$TSM TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages Q4 Guidance 🔹 Revenue: $32.233.4B (Est. $32.0B) 🟡; DOWN -X% QoQ at midpoint 🔹 Gross Margin: 59%61% 🔹 Operating Margin:" [X Link](https://x.com/wallstengine/status/1978708505847636234) [@wallstengine](/creator/x/wallstengine) 2025-10-16T06:24Z 94.6K followers, 122.5K engagements "Foxconn Chairman Young Liu said the company met with OpenAI CEO Sam Altman and plans to meet $NVDA's Jensen Huang later this month to discuss potential collaborations. Liu said AI development is just at the beginning. Note: Foxconns AI server business has overtaken consumer electronics as its biggest segment and the company expects AI server revenue to climb over XXX% this quarter" [X Link](https://x.com/wallstengine/status/1978725805665488985) [@wallstengine](/creator/x/wallstengine) 2025-10-16T07:32Z 94.6K followers, 30K engagements "XPENG $XPEV CEO: PLANS TO MASS-PRODUCE FLYING CARS NEXT YEAR" [X Link](https://x.com/wallstengine/status/1978740578234814852) [@wallstengine](/creator/x/wallstengine) 2025-10-16T08:31Z 94.6K followers, 23.6K engagements "$SCHW Charles Schwab Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $1.24) 🟢; UP +70% YoY 🔹 Revenue: $6.14B (Est. $6.02B) 🟢; UP +27% YoY 🔹 Net Interest Revenue: $3.05B (Est. $2.96B) 🟢 🔹 Daily Avg. Trades: 7.42M (Est. 7.25M) 🟢; UP +30% YoY 🔹 Bank Deposits: $239.1B (Est. $232.2B) 🟢 🔹 Net Income (Adj.): $2.46B; UP +61% YoY 🔹 Core Net New Assets: $137.5B; UP +44% YoY 🔹 Total Client Assets: $11.59T; UP +17% YoY 🔹 Pre-Tax Margin: XXXX% (Adj.); UP +10 pts YoY 🔹 ROE: 21%; ROTCE: XX% Capital Return 🔹 Share Repurchases: $2.7B (28.9M shares) 🔹 YTD Capital Returned: $8.5B CEO" [X Link](https://x.com/wallstengine/status/1978786409625628860) [@wallstengine](/creator/x/wallstengine) 2025-10-16T11:33Z 94.6K followers, 13.6K engagements "Whop is quickly becoming the go-to web app for creators selling digital products. It serves hundreds of thousands of sellers has paid out over $XXX billion to creators and supports payouts in 240+ territories. Fascinating company built for the next-gen creator economy" [X Link](https://x.com/wallstengine/status/1978893864510406823) [@wallstengine](/creator/x/wallstengine) 2025-10-16T18:40Z 94.6K followers, 10.9K engagements "Ferrari $RACE has cut car allocations to the UK to stabilize falling resale values following an exodus of wealthy buyers after the abolition of the non-dom tax regime. CEO Benedetto Vigna said sales have since stabilized as the company tightened supply" [X Link](https://x.com/wallstengine/status/1979096514333901096) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:05Z 94.6K followers, 15.3K engagements "Volvo shares fell around X% after the company reported Q3 net profit of $XXX billion above expectations of $XXX billion. The truckmaker cited difficult market conditions in North and South America that negatively impacted sales despite the earnings beat" [X Link](https://x.com/wallstengine/status/1979098593928573092) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:14Z 94.6K followers, 10.9K engagements "$CME is reportedly preparing to launch financial contracts tied to sports games and key economic indicators by year-end working with FanDuel $FLUT to distribute them. The move would put CME in direct competition with prediction-market platforms like Kalshi & Polymarket" [X Link](https://x.com/wallstengine/status/1979103668466032969) [@wallstengine](/creator/x/wallstengine) 2025-10-17T08:34Z 94.6K followers, 39.5K engagements "Samsung will showcase its first trifold smartphone at the APEC Summit in South Korea later this month. The device has two hinges allowing it to open into a tablet-sized display and will be shown at a technology exhibition during the summit. Attendees will not be able to handle the device which will be displayed under glass. A full commercial launch is expected later this year expanding Samsungs foldable lineup beyond the Galaxy Z Fold 7" [X Link](https://x.com/wallstengine/status/1979116698860163455) [@wallstengine](/creator/x/wallstengine) 2025-10-17T09:26Z 94.6K followers, 10.8K engagements "TRUMP ASKED IF HIGH CHINA TARIFFS WILL STAND: NO. MEETING XI IN TWO WEEKS" [X Link](https://x.com/wallstengine/status/1979146332041302465) [@wallstengine](/creator/x/wallstengine) 2025-10-17T11:23Z 94.6K followers, 76.2K engagements "Morgan Stanley on $ZION (EW PT $70): Stock reaction overdone: Stock was down XX% today after ZION disclosed that they would take a $60M credit charge on two related C&I loans. These loans were part of a credit facility to two related funds that invested in distressed residential and commercial mortgage properties and were collateralized by those properties. ZION now believes there were misrepresentations on the collateral and that loans might not have first lien on the underlying properties. The $60M charge covers the full commitment to the borrowers and is equivalent to 30c a share or X% of" [X Link](https://x.com/wallstengine/status/1979169076779078096) [@wallstengine](/creator/x/wallstengine) 2025-10-17T12:54Z 94.6K followers, 13.9K engagements "$AAPL SECURES EXCLUSIVE F1 U.S. RIGHTS Apple struck a 5-year deal to stream all Formula X races exclusively on Apple TV in the U.S. starting next season paying about $140M a year per CNBC nearly double ESPNs previous $85M contract. The deal includes every race qualifying and Sprint session ad-free for subscribers with select events free in-app" [X Link](https://x.com/wallstengine/status/1979172991335354616) [@wallstengine](/creator/x/wallstengine) 2025-10-17T13:09Z 94.6K followers, 17.1K engagements "SALESFORCE $CRM OFFERS ITS SERVICES TO BOOST TRUMPS IMMIGRATION FORCE - NYT" [X Link](https://x.com/wallstengine/status/1979233247629353342) [@wallstengine](/creator/x/wallstengine) 2025-10-17T17:09Z 94.6K followers, 14.8K engagements "What a smooth ride on $ATAI. Stocks hitting new highs again after the FDA granted Breakthrough Therapy Designation for its depression drug which has a XX% approval rate history We called this play back in June said buy and forget. Mcaps now around $1.5B up nearly 200%" [X Link](https://x.com/wallstengine/status/1979264466211770563) [@wallstengine](/creator/x/wallstengine) 2025-10-17T19:13Z 94.6K followers, 10.6K engagements "$NVDA CEO Jensen Huang: We are XXX% out of China. We went from XX% market share to 0%. I cant imagine any policymaker thinking thats a good idea whatever policy we implemented caused America to loose one of the largest markets in the world to 0%" [X Link](https://x.com/wallstengine/status/1979304013343658222) [@wallstengine](/creator/x/wallstengine) 2025-10-17T21:50Z 94.6K followers, 1M engagements "Maybe the real macro call of the decade came from Costco. 🥇 When Costco $COST started selling 1oz GOLD bars in mid-2023 they went for around $1900 each and sold out within hours. Those same bars now sell for over $4200 as gold prices hit a record $4225 this week making it the best-performing major asset over the past XX years with annualized returns above 11%. Costcos gold sales have climbed to nearly $XXX million a month and the hype hasnt slowed down. Theyve quietly turned into one of the biggest retail gold sellers in the U.S. Also fun fact it now takes XXX hours of work in the U.S. to" [X Link](https://x.com/wallstengine/status/1979603116741054479) [@wallstengine](/creator/x/wallstengine) 2025-10-18T17:38Z 94.6K followers, 74.3K engagements "$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production." [X Link](https://x.com/wallstengine/status/1863485879811252309) [@wallstengine](/creator/x/wallstengine) 2024-12-02T07:30Z 94.5K followers, 20.6K engagements "STOCKS ON WATCH FOR NASDAQ XXX INCLUSION AFTER TODAYS REBALANCING: PALANTIR $PLTR EQUINIX $EQIX SANOFI $SNY MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON UNITED AIRLINES $UAL NETEASE $NTES $JD.COM $TCOM ARGENX $ARGX ALNYLAM $ALNY" [X Link](https://x.com/wallstengine/status/1867670920900538452) [@wallstengine](/creator/x/wallstengine) 2024-12-13T20:40Z 94.5K followers, 35.4K engagements "$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at" [X Link](https://x.com/wallstengine/status/1904845626577408297) [@wallstengine](/creator/x/wallstengine) 2025-03-26T10:39Z 94.5K followers, 7389 engagements "Today's Key Events (All EST) 05/14/2025 05:15: Fed's Waller 07:00: US MBA Mortgage Applications 09:10: Fed's Jefferson 17:40: Fed's Daly Before Open 👇 02:00: $SONY 06:30: Dynatrace Inc. $DT 07:00: Cellebrite $CLBT 07:00: Global-e Online Ltd. $GLBE 07:20: Arcos Dorados Holdings Inc. $ARCO 07:20: Endava $DAVA B.O.: MakeMyTrip $MMYT After Hours 👇 16:00: Ibotta $IBTA 16:00: Boot Barn Holdings Inc. $BOOT 16:00: Capital Southwest Corp. $CSWC 16:05: Cisco Systems Inc. $CSCO 16:05: Iris Energy Limited $IREN 16:05: Nextracker $NXT 16:05: DLocal Limited $DLO 16:10: Hawkins Inc. $HWKN 16:15: TMC the" [X Link](https://x.com/wallstengine/status/1922548794790707650) [@wallstengine](/creator/x/wallstengine) 2025-05-14T07:05Z 94.5K followers, 12.3K engagements "Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD" [X Link](https://x.com/wallstengine/status/1939979451401740425) [@wallstengine](/creator/x/wallstengine) 2025-07-01T09:28Z 94.6K followers, 13.6K engagements "$STZ BRANDS Q2 SALES DROP X% ON SOFTER DEMAND Constellation Brands reported profit of $516M down from $877M last year with EPS at $XXXX vs $XXXX. Adjusted EPS came in at $XXXX missing estimates. Net sales fell X% to $2.52B below expectations as beer sales dipped X% and wine & spirits plunged 28%. The company cut its FY EPS outlook to $12.07-$12.37 from $12.33-$12.63 citing weaker spending especially among Hispanic consumers. Beer sales are expected to be flat to up X% this year" [X Link](https://x.com/wallstengine/status/1940320113762476474) [@wallstengine](/creator/x/wallstengine) 2025-07-02T08:02Z 94.6K followers, 7004 engagements "Today's Key Events (All EST) 07/18/2025 08:00: Fed's Waller 08:30: US Housing Starts 10:00: University Michigan Sentiment Prelim All day: Monthly OPEX Before Open 👇 06:00: Truist Financial $TFC 06:30: 3M $MMM 06:40: Autoliv $ALV 06:50: SLB $SLB 07:00: American Express $AXP 07:05: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Charles Schwab $SCHW" [X Link](https://x.com/wallstengine/status/1946112764185059609) [@wallstengine](/creator/x/wallstengine) 2025-07-18T07:40Z 94.5K followers, 8202 engagements "Today's Key Events (All EST) 07/22/2025 08:30: Fed's Powell Speaks 08:55: US Redbook YoY 10:00: Richmond Fed Comp. Index 11:00: OpenAI CEO Speaks at Fed Event (Tent.) 13:00: Fed's Bowman Before Open 👇 06:00: Danaher $DHR 06:00: Synchrony Financial $SYF 06:00: Peoples Bancorp $PEBO 06:30: General Motors $GM 06:30: D.R. Horton $DHI 06:30: KeyCorp $KEY 06:30: Equifax $EFX 06:30: PulteGroup $PHM 06:30: Forestar Group $FOR 06:40: Invesco $IVZ 06:45: Quest Diagnostics $DGX 06:45: Tenet Healthcare $THC 06:45: MSCI $MSCI 06:45: Halliburton $HAL 06:45: Avery Dennison $AVY 06:45: Community Bank System" [X Link](https://x.com/wallstengine/status/1947547868069564928) [@wallstengine](/creator/x/wallstengine) 2025-07-22T06:42Z 94.6K followers, 14K engagements "SPACEX JUST MOVED $152M IN BITCOIN 1ST TIME IN X YEARS Arkham data shows a SpaceX-linked wallet transferred 1308 BTC ($152.8M) on July XX. No net change in holdings suggesting an internal reshuffle. SpaceX now holds 6977 BTC worth $818M under Coinbase Prime custody" [X Link](https://x.com/wallstengine/status/1947551808257462652) [@wallstengine](/creator/x/wallstengine) 2025-07-22T06:58Z 94.5K followers, 7322 engagements "$GEV GE Vernova Q2'25 Earnings Highlights 🔹 Revenue: $9.11B (Est. $8.80B) 🟢; UP +11% YoY 🔹 Adj. EPS: $XXXX (Est. $1.50) 🟢 🔹 Orders: $12.4B; UP +4% organically 🔹 Backlog: +$5.2B sequential growth FY25 Guidance (Raised) 🔹 Revenue: Trending toward high end of $36B$37B (Est. $37B) 🟢 🔹 Adj. EBITDA Margin: 8%9% (raised from high-single digits) 🔹 Free Cash Flow: $3.0B$3.5B (raised from $2.0B$2.5B) FY25 Segment Outlook Power: 🔹 Organic Revenue: +6% to +7% (prev. mid-single digits) 🔹 EBITDA Margin: 14%15% (prev. 13%14%) Wind: 🔹 Organic Revenue: DOWN mid-single digits 🔹 EBITDA Loss:" [X Link](https://x.com/wallstengine/status/1947970372940497102) [@wallstengine](/creator/x/wallstengine) 2025-07-23T10:41Z 94.6K followers, 11.9K engagements "$CLVT Clarivate Q2'25 Earnings Highlights 🔹 Revenue: $621.4M (Est. $587.36M) 🟢; -XXX% YoY 🔹 EPS: ($0.18;) (Est. $0.17) 🟡 🔹 Adj Net Income: $123.3M; -XXXX% YoY 🔹 Adj EBITDA: $261.6M; -XXX% YoY 🔹 Net Loss: ($72.0M) vs. ($304.3M) YoY FY25 Guide: 🔹 Revenue: $2.28B$2.40B (Est. $2.358B) 🟡 🔹 Adj EPS: $0.60$0.70 (Est. $0.65) 🟡 🔹 Adjusted EBITDA: $940M$1.00B 🔹 EBITDA Margin: 40.5%42.5% 🔹 Free Cash Flow: $300M$380M 🔹 Organic ACV Growth: +1.0% to +2.0% 🔹 Recurring Organic Revenue Growth: -XXX% to +1.0% Segment Revenue: 🔹 Organic: +0.5% YoY 🔹 Organic Recurring: +0.8% YoY 🔹 Organic" [X Link](https://x.com/wallstengine/status/1950506523794522297) [@wallstengine](/creator/x/wallstengine) 2025-07-30T10:39Z 94.6K followers, 6970 engagements "$GRMN Garmin Ltd Q225 Earnings Highlights 🔹 Revenue: $XXXX B (Est. $XXXX B) 🟢; UP +20% YoY 🔹 Pro Forma EPS: $XXXX (Est. $1.88) 🟢; UP +37% YoY Guidance (FY25) 🔹 Pro Forma EPS Guidance: $XXXX (Est. $7.93) 🟢 🔹 Revenue Guidance: $XXXX B (Est. $XXXX B) 🟢 🔹 Gross Margin Guidance: XXXX% (Est. 58.5%) 🟡 Segment / Product Results 🔹 Fitness Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +41% YoY 🔹 Outdoor Net Sales: $XXXXX M (Est. $XXXXX M) 🔴; UP +11% YoY 🔹 Aviation Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +14% YoY 🔹 Marine Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +9.6% YoY 🔹 Auto Net" [X Link](https://x.com/wallstengine/status/1950522365299015749) [@wallstengine](/creator/x/wallstengine) 2025-07-30T11:42Z 94.6K followers, 9235 engagements "$FFIV F5 Inc. Q3'25 Earnings Highlights 🔹 Revenue: $780.4M (Est. $752.2M) 🟢; +12% YoY 🔹 Adj. EPS: $XXXX (Est. $3.50) 🟢; +24% YoY 🔹 Net Income: $243.2M (Est. $204.3M) 🟢; +22% YoY FY25 Outlook (Raised): 🟢 🔹 Revenue Growth: +9% YoY (Prior: +6.5% to +7.5%) 🔹 Adj. EPS Growth: +14% to +15% YoY (Prior: +8% to +10%) Q4 Guidance: 🔹 Revenue: $780M$800M (Est. $777.5M) 🟢 🔹 Adj. EPS: $3.87$3.99 (Est. $3.82) 🟢 Segment Revenue: 🔹 Product: $388.8M (Est. $353.9M) 🟢; +26% YoY 🔹 Systems: +39% YoY 🔹 Software: +16% YoY 🔹 Service: $391.5M (Est. $397.4M) 🔴; +1.2% YoY CEO Commentary: 🔸 Q3 revenue" [X Link](https://x.com/wallstengine/status/1950658837150863715) [@wallstengine](/creator/x/wallstengine) 2025-07-30T20:44Z 94.5K followers, 7052 engagements "$EOSE Eos Energy Q2'25 Earnings Highlights 🔹 Revenue: $15.24M (Est. $24.12M) 🔴 🔹 Adj. EPS: $(0.37) (Est. $(0.14)) 🔴; DOWN -XX% YoY 2025 Guidance (Reaffirmed): 🔹 Revenue: $150M$190M (Est. $165M) 🟡 (H1 Revenue: $25M Must deliver $125M+ in H2 to meet low end) Backlog & Pipeline: 🔹 Commercial Pipeline: $18.8B; UP +21% QoQ 🔹 Orders Backlog: $672.5M 🔹 8-hour+ storage projects grew XX% QoQ 🔹 Frontier Power MOU: X GWh (now 10+ GWh submitted to UK Cap & Floor) 🔹 X active MOUs totaling XXX GWh Manufacturing & Operations: 🔹 Record factory shipments: +122% QoQ 🔹 Z3 system round-trip" [X Link](https://x.com/wallstengine/status/1950659966228222072) [@wallstengine](/creator/x/wallstengine) 2025-07-30T20:49Z 94.6K followers, 23.6K engagements "Today's Key Events (All EST) 07/31/2025 07:30: US Challenger Layoffs 08:30: US PCE Inflation Data 08:30: US Initial Jobless Claims 08:30: US Personal Income 08:30: US Consumer Spending 09:45: US Chicago PMI Before Open 👇 01:00 argenx 02:00 Indivior 05:00 Anheuser-Busch InBev 05:00 Sanofi 05:00 TAL Education 06:00: Cigna $CI 06:00: Air Products $APD 06:00: Cenovus Energy $CVE 06:00: IP 06:05: PG&E 06:10: Xcel Energy $XEL 06:30: CVS Health $CVS 06:30: Cameco $CCJ 06:30: Norwegian Cruise Line $NCLH 06:30: DINO 06:30: Teleflex $TFX 06:30: UTZ Brands 06:30: Vontier 06:30: MasTec 06:45: Ferrari" [X Link](https://x.com/wallstengine/status/1950817201193459908) [@wallstengine](/creator/x/wallstengine) 2025-07-31T07:13Z 94.5K followers, 10.7K engagements "$CMCSA Comcast Q2'25 Earnings Highlights 🔹 Revenue: $30.31B (Est. $29.8B) 🟢; UP +2.1% YoY 🔹 Adj. EPS: $XXXX (Est. $1.16) 🟢; UP +3.3% YoY 🔹 Advertising Revenue: $935M (Est. $925.6M) 🟢 🔹 Domestic Broadband Customers: -226K (Est. -225K) 😐 Connectivity & Platforms: 🔹 Revenue: $20.39B; flat YoY 🔹 Adj. EBITDA: $8.53B; flat YoY 🔹 Domestic Wireless Lines: +378K (Record high); 8.5M total 🔹 Adj. EBITDA Margin: XXXX% Business Services Connectivity: 🔹 Revenue: $2.58B; UP +6.3% YoY 🔹 Adj. EBITDA: $1.44B; UP +4.6% YoY 🔹 Margin: XXXX% ( 90bps YoY) Content & Experiences: 🔹 Revenue: $10.63B;" [X Link](https://x.com/wallstengine/status/1950876154623308170) [@wallstengine](/creator/x/wallstengine) 2025-07-31T11:08Z 94.6K followers, 6536 engagements "Today's Key Events (All EST) 08/04/2025 10:00: US Factory Orders MoM 10:00: US Core Durable Goods Revised 10:00: US Durable Goods Before Open 👇 06:00: Waters $WAT 06:30: Freshpet $FRPT 06:30: IDEXX Laboratories $IDXX 06:45: BioNTech $BNTX 07:00: Wayfair $W 07:00: TG Therapeutics $TGTX 07:00: Axsome Therapeutics $AXSM 07:00: BioCryst Pharma $BCRX 07:00: Tower Semiconductor $TSEM 07:00: Bruker $BRKR 07:00: Hagerty $HGTY 07:30: Tyson Foods $TSN 07:30: Lindblad Expeditions $LIND 08:00: Berkshire Hathaway $BRK.B 08:00: onsemi $ON 08:00: Krystal Biotech $KRYS 08:00: Icahn Enterprises $IEP After" [X Link](https://x.com/wallstengine/status/1952257381012058445) [@wallstengine](/creator/x/wallstengine) 2025-08-04T06:36Z 94.6K followers, 13.2K engagements "Today's Key Events (All EST) 08/06/2025 07:00: US MBA Mortgage Applications 13:00: US 10-Year Note Auction 14:00: Fed's Cook & Collins Speak 16:10: Fed's Daly Speaks Before Open 👇 01:30: Novo Nordisk $NVO 06:00: Oscar Health $OSCR 06:30: Dynatrace $DT 06:30: Emerson Electric $EMR 06:30: Planet Fitness $PLNT 06:30: Corteva $CTVA 06:30: CDW Corp 06:50: Disney $DIS 06:55: $UBER 06:55: Global Payments $GPN 07:00: Shopify $SHOP 07:00: McDonald's $MCD 07:00: Genius Sports $GENI 07:00: Bloomin Brands $BLMN 07:00: NY Times 07:00: Lantheus $LNTH 07:30: Unity Software $U 08:00: TPG After Hours 👇" [X Link](https://x.com/wallstengine/status/1952981630626464165) [@wallstengine](/creator/x/wallstengine) 2025-08-06T06:34Z 94.5K followers, 12K engagements "$NRG LANDS FIRST DATA CENTER POWER DEALS TOTALING XXX MW NRG Energy just signed its first batch of long-term retail power deals with data centers covering XXX MWwith room to add up to X GW more. The companys Texas virtual power plant has also scaled to XXX MW up from XX MW aiming for X GW by 2035. Q2 revenue hit $6.74B beating estimates though EPS of $XXXX came in just short. FY25 EPS guide was set at $6.75$7.75 below consensus" [X Link](https://x.com/wallstengine/status/1953059465261138181) [@wallstengine](/creator/x/wallstengine) 2025-08-06T11:43Z 94.6K followers, 7215 engagements "Apollo $APO has agreed to buy a majority stake in Stream Data Centers marking its first direct data center acquisition as it eyes long-term plays in AI infrastructure. Terms werent disclosed but Apollo-managed funds could pour billions into the space. Stream will expand in Chicago Atlanta and Dallas" [X Link](https://x.com/wallstengine/status/1953074905362411648) [@wallstengine](/creator/x/wallstengine) 2025-08-06T12:45Z 94.5K followers, 7712 engagements "Evercore ISI Maintains Outperform on $ZG Raises PT to $XX from $XX Analyst comments: "We reiterate our Outperform on ZG modestly raising our estimates and our price target from $XX to $XX following a modest beat and bracket Q2 EPS result. Revenue of $XXX million (up XX% year over year) and EBITDA of $XXX million (24% margin) both came in modestly above Street and ISI estimates. Zillows Q3 revenue and EBITDA guidance bracketed the Street though the company slightly raised its full-year revenue growth guidance (from low-to-mid teens to mid-teens) and reiterated its guide for full-year EBITDA" [X Link](https://x.com/wallstengine/status/1953387444650307709) [@wallstengine](/creator/x/wallstengine) 2025-08-07T09:27Z 94.6K followers, 6833 engagements "$VST Vistra Corp Q2'25 Earnings Highlights 🔹 Oper Revenue: $4.25B (Est. $4.72B) 🔴; UP +11% YoY 🔹 Net Income (Ongoing Ops): $370M (Est. $364.8M) 🟢; DOWN -XX% YoY 🔹 Adj. EBITDA (Ongoing Ops): $1.35B (Est. $1.38B) 🔴 Segment EBITDA Performance 🔹 Retail: $756M (Est. $464.6M) 🟢; DOWN -XXX% YoY 🔹 Texas: $142M; DOWN -XX% YoY 🔹 East: $418M; UP +30% YoY 🔹 West: $49M (Est. $30.8M) 🟢; DOWN -XX% YoY FY2025 Outlook (Reaffirmed) 🔹 Adj. EBITDA (Ongoing Ops): $5.5B$6.1B (Est. $5.95B) 🟡 🔹 Adj. Free Cash Flow Before Growth (FCFbG): $3.0B$3.6B Management Commentary 🔸 Performance YTD and forecast" [X Link](https://x.com/wallstengine/status/1953428918415032630) [@wallstengine](/creator/x/wallstengine) 2025-08-07T12:12Z 94.5K followers, 10.6K engagements "$EXPE Expedia Q225 Earnings Highlights 🔹 Revenue: $3.79B (Est. $3.70B) 🟢; UP +6% YoY 🔹 Adj. EPS: $XXXX (Est. $3.96) 🟢; UP +21% YoY FY25 Guidance (Raised) 🔹 Gross Bookings: +5% to +7% (Prior: X% to 5%) 🟢 🔹 Revenue Growth: +4% to +6% (Prior: X% to 5%) 🟢 🔹 FY EBITDA Margin Expansion: 50100 bps Q2 Segment Performance 🔹 B2B Gross Bookings: UP +17% YoY 🔹 B2C Gross Bookings: UP +1% YoY 🔹 Lodging Gross Bookings: UP +6% YoY 🔹 Hotel Bookings: UP +8% YoY 🔹 B2B Revenue: UP +15% YoY 🔹 Advertising Revenue: UP +19% YoY Other Q2 Metrics: 🔹 Gross Bookings: $30.41B; UP +5% YoY 🔹 Booked Room" [X Link](https://x.com/wallstengine/status/1953548482268344535) [@wallstengine](/creator/x/wallstengine) 2025-08-07T20:07Z 94.5K followers, 10.7K engagements "Amazon $AMZN is partnering with Taiwans Alchip to mass-produce Trainium X on $TSMs X nm in Q1 2026 with Trainium X on X nm to follow. Astera Labs $ALAB will supply I/O chips and Synopsys $SNPS 224G SerDes IP. Source: CTEE" [X Link](https://x.com/wallstengine/status/1955904162710929555) [@wallstengine](/creator/x/wallstengine) 2025-08-14T08:07Z 94.6K followers, 18.6K engagements "DATABRICKS RAISING FUNDS AT $100B VALUATION WSJ reports Databricks is finalizing a new funding round that would value the company at $100B up XX% from its $62B valuation in December. Thrive Capital is set to co-lead the round with Andreessen Horowitz also planning to invest. The AI-driven data analytics firm has nearly 9000 employees and expects to add 3000 more this year. Clients like Adidas use its platform to analyze massive datasets and recent partnerships with Palantir and SAP have expanded its reach. CEO Ali Ghodsi says the funds will go toward building AI-focused databases and" [X Link](https://x.com/wallstengine/status/1957731983435657391) [@wallstengine](/creator/x/wallstengine) 2025-08-19T09:10Z 94.5K followers, 50.4K engagements "Louisiana regulators approved Entergys $ETR plan to build three gas plants to power $META's new Hyperion data center a 4M sq ft complex that could draw up to X GW at full capacity. Entergy says the $XXX GW project will be covered by Meta paired with XXX GW solar" [X Link](https://x.com/wallstengine/status/1958430272690762048) [@wallstengine](/creator/x/wallstengine) 2025-08-21T07:25Z 94.5K followers, 12.3K engagements "$MNSO Miniso Q2 Earnings Highlights 🔹 Revenue: 4.97B (Est. 4.86B) 🟢; UP +28% YoY 🔹 EPS: XXXX (Est. 1.75) 🟢; UP +30% YoY" [X Link](https://x.com/wallstengine/status/1958466746903670892) [@wallstengine](/creator/x/wallstengine) 2025-08-21T09:50Z 94.6K followers, 6773 engagements "Starbucks $SBUX expects non-binding bids for its China business within X weeks per reuters. It has invited Primavera Carlyle Hillhouse and EQT for management presentations while KKR Bain Capital and Tencent could also submit offers" [X Link](https://x.com/wallstengine/status/1958813196023714279) [@wallstengine](/creator/x/wallstengine) 2025-08-22T08:47Z 94.6K followers, 7121 engagements "UBS Upgrades $VG to Buy from Neutral PT $XX Analyst comments: "Volume ramp at Plaquemines continues to surprise to the upside. In 2Q25 this project exported XX cargoes XX more than the fully ramped Calcasieu Pass. VG reported a record XX cargoes in 2Q25 (vs. XX in 1Q25 and XX in 2Q24) at the top end of its guidance. We believe the Street is underestimating the number of commissioning cargoes from Plaquemines. We estimate that number will come in around XXX vs. the company's guidance of XXX. The XX additional commissioning cargoes could drive earnings upside of $XXX million which is not in" [X Link](https://x.com/wallstengine/status/1959910418203521306) [@wallstengine](/creator/x/wallstengine) 2025-08-25T09:27Z 94.5K followers, 16.2K engagements "BeOne Medicines $ONC is selling its royalty rights on Amgens IMDELLTRA to Royalty Pharma $RPRX for up to $950M excluding China sales. The deal includes $885M upfront and up to $65M more within XX months if BeOne opts to sell remaining royalties. BeOne will still collect royalties on IMDELLTRA sales above $1.5B annually and keep rights to other Amgen assets like xaluritamig now in trials for prostate cancer. IMDELLTRA is already approved in the U.S. for patients with extensive-stage small cell lung cancer" [X Link](https://x.com/wallstengine/status/1959919821245555101) [@wallstengine](/creator/x/wallstengine) 2025-08-25T10:04Z 94.6K followers, 8388 engagements "Interactive Brokers $IBKR will join S&P XXX on Aug XX replacing Walgreens Boots Alliance $WBA" [X Link](https://x.com/wallstengine/status/1960107364113404188) [@wallstengine](/creator/x/wallstengine) 2025-08-25T22:29Z 94.6K followers, 19.2K engagements "$TIGR UP Fintech Q2'25 Earnings Highlights 🔹 Revenue: $138.7M (Est. $120.1M) 🟢; UP +59% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.11) 🟢; UP 8x YoY Regional Performance: 🔹 Singapore: Trading volume +113% YoY; IPO trading volume +131% YoY; debit card linked to fractional shares expanded rewards; client assets +20% QoQ 🔹 Hong Kong: Trading volume +8x YoY; AUC +6x YoY; crypto trading +65% QoQ 🔹 U.S. (TradeUP): Client assets +33% QoQ; Options trading +163% QoQ; underwrote X IPOs including CHAGEE 🔹 Australia & NZ: Client assets +34% QoQ (AU) +42% QoQ (NZ); strong demand for US equities/options" [X Link](https://x.com/wallstengine/status/1960621904370524257) [@wallstengine](/creator/x/wallstengine) 2025-08-27T08:34Z 94.6K followers, 17.7K engagements "$ESTC Elastic Q1 Earnings Highlights 🔹 Revenue: $415M (Est. $397.2M) 🟢; +20% YoY 🔹 Adj EPS: $XXXX (Est. $0.42) 🟢; flat YoY FY26 Guide: 🔹 EPS: $2.29$2.35 (Est. $2.28) 🟡 🔹 Revenue: $1.68$1.69B (Est. $1.67B) 🟢 Q226 Guide: 🔹 EPS: $0.56$0.58 (Est. $0.42) 🟢 🔹 Revenue: $415417M (Est. $397.3M) 🟢 Other Q1 Metrics: 🔹 Subscription Revenue: $389M; UP +20% YoY 🔹 Sales-led Subscription Revenue: $339M; UP +22% YoY 🔹 Elastic Cloud Revenue: $196M; UP +24% YoY 🔹 Adj Operating Income: $65M (margin 16%) 🔹 Operating Cash Flow: $105M; Adjusted FCF: $116M 🔹 Customers $100K ACV: 1550+ (vs 1510 Q425" [X Link](https://x.com/wallstengine/status/1961162383315046887) [@wallstengine](/creator/x/wallstengine) 2025-08-28T20:22Z 94.5K followers, 11.4K engagements "HORMEL TO RAISE PRICES AS COMMODITY COSTS SURGE Hormel Foods $HRL warned of price increases after pork belly costs jumped XX% and wholesale pork rose XX% year-over-year. The Spam maker reported Q3 earnings of XX cents per share missing the 40-cent estimate while sales rose XXX% to $XXXX billion. Shares fell XX% to a decade low as the company cut its profit outlook. Interim CEO Jeff Ettinger said the commodity run-up was "both sudden and major" requiring "targeted pricing actions." Food service volumes dropped over X% as restaurant traffic declined. Source: Wall Street Journal" [X Link](https://x.com/wallstengine/status/1961320030156579200) [@wallstengine](/creator/x/wallstengine) 2025-08-29T06:48Z 94.6K followers, 8740 engagements "CONSTELLATION BRANDS $STZ SLASHES FY26 OUTLOOK EPS is now seen at $11.30$11.60 vs prior $12.60$12.90 (Street: $12.66). Net sales expected to fall XX% vs earlier guide of -X% to +1%. Beer led by Corona & Modelo was the biggest hit: sales now -XX% (prev. XX% growth) operating income -79%. Hispanic consumers a key demographic showed steeper pullbacks in high-end beer spend. Free cash flow outlook cut to $1.31.4B from $1.51.6B. CEO Bill Newlands: macro headwinds are weighing on demand but STZ still grew volume share in XX of XX states through July" [X Link](https://x.com/wallstengine/status/1962857385816436856) [@wallstengine](/creator/x/wallstengine) 2025-09-02T12:37Z 94.6K followers, 10.2K engagements "$DLTR Dollar Tree Q2'25 Earnings Highlights: 🔹 Revenue: $4.60B (Est. $4.47B) 🟢; UP +12.3% YoY 🔹 Adj EPS: $XXXX (Est. $0.40) 🟢; includes $XXXX timing benefit from tariffs Guidance (FY26): 🔹 Revenue: $19.3B$19.5B (Est. $19.15B) 🟢 🔹 Adj EPS: $5.32$5.72 (Est. $5.47) 🟡 🔹 Same-Store Sales Growth: 4%6% Other Q2 Metrics: 🔹 Same-Store Sales: +6.5% (Traffic +3.0% Ticket +3.4%) 🔹 Operating Income: $231M (Adj: $236M); Margin XXX% (Adj: 5.2%) 🔹 Net Income: $156M; Diluted EPS: $XXXX 🔹 Gross Margin: XXXX% (UP +20 bps YoY) Other Highlights: 🔹 Completed sale of Family Dollar (July 2025); now a" [X Link](https://x.com/wallstengine/status/1963192703191273983) [@wallstengine](/creator/x/wallstengine) 2025-09-03T10:49Z 94.6K followers, 7728 engagements "$SOFI Technologies has launched the SoFi Agentic AI ETF $AGIQ targeting "next-generation AI" companies including autonomous vehicles cybersecurity and semiconductors. The fund tracks XX components from $NVDA to $lSRG and $DE with a XXXX% fee" [X Link](https://x.com/wallstengine/status/1963228944578318714) [@wallstengine](/creator/x/wallstengine) 2025-09-03T13:13Z 94.6K followers, 13.8K engagements "Perion $PERI has been added to the list of Walmart $WMT Connect advertising partners today" [X Link](https://x.com/wallstengine/status/1963270175609757947) [@wallstengine](/creator/x/wallstengine) 2025-09-03T15:57Z 94.5K followers, 7132 engagements "$CRM Salesforce Q226 Earnings Highlights 🔹 Revenue: $10.20B (Est. $10.14B) 🟢; UP +10% YoY 🔹 Adj. EPS: $XXXX (Est. $2.84$2.86) 🟢; UP +14% YoY 🔹 Added $20B to buyback program (total $50B authorized) Q3 Guidance 🔹 Revenue: $10.24B$10.29B (Est. $10.24B) 🟢; UP +89% YoY 🔹 EPS: $1.60$1.62 🔹 Adj. EPS: $2.84$2.86 🟢 🔹 Operating Margin: XXXX% 🔹 Adj. Operating Margin: XXXX% FY26 Guidance 🔹 Revenue: $41.1B$41.3B; UP +8.59% YoY 🔹 EPS: $6.99$7.03 🔹 Adj. EPS: $11.33$11.37 🔹 Operating Margin: XXXX% 🔹 Adj. Operating Margin: XXXX% 🔹 Operating Cash Flow Growth: +1213% YoY Other Q2 Metrics: 🔹" [X Link](https://x.com/wallstengine/status/1963332427851747473) [@wallstengine](/creator/x/wallstengine) 2025-09-03T20:05Z 94.6K followers, 36K engagements "Daqo $DQ CFO Ming Yang told Bloomberg the polysilicon industry has already marked a clear bottom after government-backed talks on overcapacity. Major firms plan a 50B ($7B) fund to buy and shut down more than 1M tons of capacity. He expects earnings to improve from Q3 and a return to profitability within six months" [X Link](https://x.com/wallstengine/status/1963507870051520587) [@wallstengine](/creator/x/wallstengine) 2025-09-04T07:42Z 94.6K followers, 11.6K engagements "$DOCU Docusign Q2'26 Earnings Highlights 🔹 Revenue: $800.6M (Est. $779.78M) 🟢; +9% YoY 🔹 Adj EPS: $XXXX (Est. $0.85) 🟢; -X% YoY Guidance: 🔹 Q3 Revenue: $804M$808M (Est. $794M) 🟢; UP +7% YoY 🔹 FY26 Revenue: $3.19B$3.20B (Est. $3.16B) 🟢; UP +7% YoY Other Metrics: 🔹 Subscription Revenue: $784.4M; UP +9% YoY 🔹 Professional Services & Other: $16.2M; DOWN -XX% YoY 🔹 Billings: $818M; UP +13% YoY 🔹 Gross Margin: XXXX% GAAP vs XXXX% Non-GAAP (flat YoY) 🔹 Net Cash From Ops: $246.1M vs $220.2M LY 🔹 Free Cash Flow: $217.6M vs $197.9M LY 🔹 Share Repurchases: $201.5M 🔹 Cash & Investments:" [X Link](https://x.com/wallstengine/status/1963697040258470303) [@wallstengine](/creator/x/wallstengine) 2025-09-04T20:13Z 94.6K followers, 10.9K engagements "DANAHER $DHR AUTHORIZES BUYBACK OF UP TO XX MILLION SHARES" [X Link](https://x.com/wallstengine/status/1965739106375495766) [@wallstengine](/creator/x/wallstengine) 2025-09-10T11:28Z 94.6K followers, 22.5K engagements "$HIMS LAUNCHES ORAL TESTOSTERONE & EXPANDS MENS HEALTH CARE Hims & Hers is rolling out a new mens health category including exclusive access to KYZATREX an FDA-approved oral testosterone from Marius Pharmaceuticals set for 2026 launch. The platform will also offer compounded enclomiphene dual-action enclomiphene+tadalafil and injectable testosterone aiming to make low-T treatment affordable and accessible" [X Link](https://x.com/wallstengine/status/1965763104845041690) [@wallstengine](/creator/x/wallstengine) 2025-09-10T13:03Z 94.6K followers, 30.1K engagements "Starbucks $SBUX has shortlisted Boyu Capital Carlyle Group EQT and HongShan (formerly Sequoia China) as final bidders for a controlling stake in its China business Reuters reports. Binding offers are due early October with a deal expected by the end of the month" [X Link](https://x.com/wallstengine/status/1966043243604484098) [@wallstengine](/creator/x/wallstengine) 2025-09-11T07:36Z 94.5K followers, 10.6K engagements "BTIG Upgrades $FVRR to Buy from Neutral Sets PT at$31 "In our 2Q25 earnings note we highlighted FVRR's appealing valuation but needed incremental reasons to own it. Recently those reasons have emerged. X. On Monday FVRR announced a significant restructuring reducing headcount by XX% generating $XX million in cost savings. Importantly FVRR reiterated guidance and emphasized this is not a response to business weakness. If all savings flowed to the bottom line FY26E EBITDA would rise XX% but management indicated XX% will be reinvested for growth. Even so shares are now cheaper on an EV/EBITDA" [X Link](https://x.com/wallstengine/status/1969008242266193999) [@wallstengine](/creator/x/wallstengine) 2025-09-19T11:58Z 94.5K followers, 7729 engagements "TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX" [X Link](https://x.com/wallstengine/status/1970503954980315153) [@wallstengine](/creator/x/wallstengine) 2025-09-23T15:02Z 94.5K followers, 16.5K engagements "Comstock $CHCI signed a deal to buy a 400+ unit multifamily complex in Rockville MD with closing expected in Q4 2025. The acquisition through its Institutional Venture Platform marks its first since the pandemic and adds to its BLVD properties along the I-270 corridor" [X Link](https://x.com/wallstengine/status/1970844434204926004) [@wallstengine](/creator/x/wallstengine) 2025-09-24T13:35Z 94.5K followers, 7347 engagements "Corteva $CTVA Weakness Tied to DOJ USDA Probe of Antitrust Violations by Suppliers of Crop Inputs" [X Link](https://x.com/wallstengine/status/1971252792343003625) [@wallstengine](/creator/x/wallstengine) 2025-09-25T16:37Z 94.5K followers, 7172 engagements "Ethereum is back above $4K. Here are a few ETH-treasury companies and their holdings: $FGNX: 50770 $BMNR: 2416054 $SBET: 838728 $BTBT: 121252 $ETHZ: 102264" [X Link](https://x.com/wallstengine/status/1972701191479218623) [@wallstengine](/creator/x/wallstengine) 2025-09-29T16:33Z 94.6K followers, 9314 engagements "Tesla $TSLA says its third-generation humanoid robot will be unveiled by the end of 2025 with mass production slated for 2026. Elon Musk has set a long-term goal of scaling output to X million units annually by 2030" [X Link](https://x.com/wallstengine/status/1972944408376176695) [@wallstengine](/creator/x/wallstengine) 2025-09-30T08:39Z 94.5K followers, 17.9K engagements "QUANTUMSCAPE $QS CORNING $GLW IN DEAL FOR CERAMIC SEPARATOR DEVELOPMENT" [X Link](https://x.com/wallstengine/status/1972977823938936877) [@wallstengine](/creator/x/wallstengine) 2025-09-30T10:52Z 94.6K followers, 12.8K engagements "More details: QuantumScape $QS and Corning $GLW announced a partnership to develop high-volume ceramic separator manufacturing for solid-state batteries. The deal combines QSs lithium-metal battery tech with Cornings ceramics expertise aimed at scaling production for commercial use. No financial terms or timelines were disclosed" [X Link](https://x.com/wallstengine/status/1972979652873404720) [@wallstengine](/creator/x/wallstengine) 2025-09-30T10:59Z 94.6K followers, 5805 engagements "BTIG downgrades $CART to Neutral citing intensifying competition from Amazon DoorDash $DASH & Uber The firm noted that more than XX% of Instacart's grocery order volume partners have recently signed deals with rivals raising doubts about the sustainability of growth & margins" [X Link](https://x.com/wallstengine/status/1972983766777004201) [@wallstengine](/creator/x/wallstengine) 2025-09-30T11:16Z 94.5K followers, 7105 engagements "Jefferies says todays drop in Flutter shares is an overreaction to Kalshis new NFL parlay-style prediction market product. The firm notes Kalshis launch looks similar to sportsbook same-game parlays which drive 70%+ of $FLUT GGR but current features remain limited. Prediction markets likely to be a hot topic at next weeks G2E in Las Vegas" [X Link](https://x.com/wallstengine/status/1973104712300827067) [@wallstengine](/creator/x/wallstengine) 2025-09-30T19:16Z 94.5K followers, 8078 engagements "Berkshire Hathaway is reportedly close to a $10B deal to buy Occidentals petrochemical unit OxyChem in what would be Buffetts biggest purchase since Alleghany in 2022. - WSJ" [X Link](https://x.com/wallstengine/status/1973113875911553504) [@wallstengine](/creator/x/wallstengine) 2025-09-30T19:53Z 94.5K followers, 16.3K engagements "Citi just added two names to its 90-day Upside Catalyst Watch: Unity Software $U and AppLovin $APP" [X Link](https://x.com/wallstengine/status/1973324871074717985) [@wallstengine](/creator/x/wallstengine) 2025-10-01T09:51Z 94.5K followers, 22.2K engagements "BofA on $HIMS (Underperform PT $28): "Based on observed sales data trends through August we saw potential for Hims & Hers to beat 3Q Street estimates but September sales trends through the first three weeks suggest this is less likely." "Our online revenue estimates for 3Q using data through August pointed to a range of $565$596MM with the midpoint ahead of Street estimates of $571MM. This considered XX% y/y gross observed sales growth in September. Trends through the first three weeks suggest September sales growth is tracking toward low-to-mid 20s implying that 3Q online revenue is tracking" [X Link](https://x.com/wallstengine/status/1973334395781075429) [@wallstengine](/creator/x/wallstengine) 2025-10-01T10:29Z 94.6K followers, 19.2K engagements "Corteva $CTVA will split into two public companies by late 2026 a crop protection business (retaining the Corteva name $7.8B in 2025 sales) and a seed spinoff ($9.9B in 2025 sales). CEO Chuck Magro will lead the seed unit Chair Greg Page will chair crop protection. Spin structured as tax-free" [X Link](https://x.com/wallstengine/status/1973341552513581276) [@wallstengine](/creator/x/wallstengine) 2025-10-01T10:57Z 94.5K followers, 40.3K engagements "UPTOBER KICKING IN ALREADY While major equity indexes are flat crypto and crypto-linked stocks are moving higher. $FGNX $BMNR $COIN $HOOD $MARA $IREN" [X Link](https://x.com/wallstengine/status/1973410771624136945) [@wallstengine](/creator/x/wallstengine) 2025-10-01T15:32Z 94.6K followers, 8560 engagements "AI data analytics startup Dataiku has picked banks for its planned U.S. IPO with Morgan Stanley and Citigroup among those working on the deal" [X Link](https://x.com/wallstengine/status/1973433820176421194) [@wallstengine](/creator/x/wallstengine) 2025-10-01T17:04Z 94.5K followers, 7125 engagements "$KKR CONSIDERING $7B SALE OF STAKE IN CANADA'S PEMBINA GAS INFRASTRUCTURE - REUTERS" [X Link](https://x.com/wallstengine/status/1973464600604712989) [@wallstengine](/creator/x/wallstengine) 2025-10-01T19:06Z 94.5K followers, 8221 engagements "Raymond James lifted its PT on Warner Bros Discovery $WBD to $XX from $XX citing recent trends and potential M&A. Analyst Ric Prentiss said a Paramount Skydance $PSKY bid is likely with press reports suggesting a possible $2224/share offer ahead of WBDs planned split. Zaslav is said to want $40/share but Raymond James thinks PSKY is trying to move before other bidders like Amazon Apple Sony or Apollo get involved" [X Link](https://x.com/wallstengine/status/1973672179150492093) [@wallstengine](/creator/x/wallstengine) 2025-10-02T08:51Z 94.6K followers, 8228 engagements "$FICO just shook up the mortgage market. The company launched a Direct Licensing Program that lets lenders access FICO scores without going through Equifax Experian or TransUnion. The move aims to cut out bureau mark-ups and give lenders more transparent pricing. Under the new model FICO will charge either $XXXX per score plus a $XX fee at loan closing or a flat $XX per score roughly in line with todays bureau pricing but without the middleman. Shares of the credit bureaus sank on the news with Equifax $EFX down XX% TransUnion $TRU off XX% and Experian lower in London. Fair Isaac rose 5%" [X Link](https://x.com/wallstengine/status/1973692426284876214) [@wallstengine](/creator/x/wallstengine) 2025-10-02T10:11Z 94.5K followers, 104.7K engagements "$CME Group said it will begin around-the-clock (24/7) trading for crypto futures and options in early 2026 pending regulatory approval" [X Link](https://x.com/wallstengine/status/1973752209067364728) [@wallstengine](/creator/x/wallstengine) 2025-10-02T14:09Z 94.5K followers, 10.8K engagements "NATURAL GAS INVENTORY +53 BCF VS +66 BCF EXPECTED $UNG $AR $CRK" [X Link](https://x.com/wallstengine/status/1973758337486631081) [@wallstengine](/creator/x/wallstengine) 2025-10-02T14:33Z 94.6K followers, 8088 engagements "$HIMS & Hers said COO Nader Kabbani will move to an advisory role on Nov. X 2025 with Mike Chi current Chief Commercial Officer promoted to COO. The CCO role will be eliminated as Chi takes over operations marketing product and commercial functions" [X Link](https://x.com/wallstengine/status/1973843196087324703) [@wallstengine](/creator/x/wallstengine) 2025-10-02T20:11Z 94.6K followers, 10.8K engagements "FG Nexus $FGNX is partnering with Securitize to let shareholders tokenize common and preferred stock directly on Ethereum. It will also be the first Nasdaq-listed company to bring a dividend-paying preferred share fully onchain enabling real-time settlement and programmable ownership" [X Link](https://x.com/wallstengine/status/1973862343986864257) [@wallstengine](/creator/x/wallstengine) 2025-10-02T21:27Z 94.6K followers, 8381 engagements "Applied Materials $AMAT warned it expects a $710M revenue hit from the new U.S. export restrictions with $110M shaved off its Q4 and another $600M impact in FY26 per WSJ. The tighter BIS rule blocks blacklisted Chinese firms like Huawei from using affiliates to bypass curbs. China made up XX% of Applieds sales last quarter underscoring its exposure" [X Link](https://x.com/wallstengine/status/1974015043768344818) [@wallstengine](/creator/x/wallstengine) 2025-10-03T07:33Z 94.5K followers, 26.7K engagements "Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good" [X Link](https://x.com/wallstengine/status/1974163815739588903) [@wallstengine](/creator/x/wallstengine) 2025-10-03T17:25Z 94.6K followers, 483.7K engagements "UPCOMING KEY EVENTS WEEK OF OCT X 2025 Mon: $STZ $AEHR Wed: FOMC Minutes Thu: $PEP $DAL $TLRY $APLD $LEVI Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game" [X Link](https://x.com/wallstengine/status/1974467247625089055) [@wallstengine](/creator/x/wallstengine) 2025-10-04T13:30Z 94.5K followers, 10.1K engagements "BofA Securities Downgrades $SHAK to Underperform from Neutral Lowers PT to $XX from $XXX Analyst comments: "Shake Shack has done an impressive job of systematizing its approach to innovation deploying a stage-gate process that holds new products to high culinary operational and financial standards. But this rigor arrives at a time when the labor market is softening and consumers restaurant spending has come under pressure. We believe macro headwinds will likely continue to counterbalance product innovation tailwinds constraining same-store sales growth (SSSG) and traffic." Analyst: Sara" [X Link](https://x.com/wallstengine/status/1975142225852998062) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:12Z 94.5K followers, 8687 engagements "$AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to XX% of AMD stock at $0.01/shr. The agreement covers deployment of X GW of AMDs upcoming MI450 chips starting in 2026 with revenue recognition beginning next year. AMD says the partnership could contribute over $100B in new revenue over four years" [X Link](https://x.com/wallstengine/status/1975153476645634080) [@wallstengine](/creator/x/wallstengine) 2025-10-06T10:57Z 94.6K followers, 426.5K engagements "Galaxy Digital $GLXY has launched GalaxyOne a new platform for U.S. investors that combines cash yields crypto trading and stock brokerage in one place. The app offers X% APY on deposits with FDIC insurance X% APY on premium yield notes for accredited investors crypto trading in bitcoin ethereum and solana and commission-free trading of over 2000 U.S. stocks and ETFs. CEO Mike Novogratz says Galaxy is bringing its institutional infrastructure to individuals with this launch" [X Link](https://x.com/wallstengine/status/1975165660838633504) [@wallstengine](/creator/x/wallstengine) 2025-10-06T11:46Z 94.6K followers, 20K engagements "$STZ Constellation Brands Q226 Earnings Highlights 🔹 Revenue: $2.48B (Est. $2.51B) 🔴; -XX% YoY 🔹 EPS: $XXXX (Est. $3.48) 🟢; -XX% YoY FY26 Guidance 🔹 EPS (comparable): $11.30$11.60 (Est. $1.44) 🟢 🔹 Operating Cash Flow: $2.5$2.6B 🔹 Free Cash Flow: $1.3$1.4B 🔹 Capex: $1.2B (incl. $1.0B for Mexico beer operations) Q2 Segment Beer (U.S.) 🔹 Net Sales: DOWN -X% YoY; Shipments: DOWN -XXX% YoY; Depletions: DOWN -XXX% YoY 🔹 Operating Margin: 40.6%; DOWN -XXX bps YoY 🔹 Brand notes: Modelo Especial (#1 in dollar sales); Corona Extra top-5; Pacifico UP nearly +14% YoY depletions; Victoria UP" [X Link](https://x.com/wallstengine/status/1975293792472473800) [@wallstengine](/creator/x/wallstengine) 2025-10-06T20:15Z 94.5K followers, 10.1K engagements "Jefferies Downgrades $DLTR to Underperform from Hold Lowers PT to $XX from $XXX Analyst comments: "We downgrade Dollar Tree to Underperform as inflation management decisions and tariffs have turned a simple business model into a complex one. Pricing analyses competitive overlap and channel check observations reinforce mounting execution risk and margin pressure. As we head into the upcoming Investor Day risk/reward appears unfavorable and we outline a potential EPS downside case of $X in 2026 versus the Streets $XXXX. PT to $70." Analyst: Corey Tarlowe" [X Link](https://x.com/wallstengine/status/1975452089187811596) [@wallstengine](/creator/x/wallstengine) 2025-10-07T06:44Z 94.5K followers, 11.2K engagements "NYSE owner Intercontinental Exchange $ICE is near a $X billion investment in Polymarket at a valuation of $810B. Deal could be announced today. Investment could boost Polymarkets push to re-enter the U.S. Source: WSJ" [X Link](https://x.com/wallstengine/status/1975507548301083065) [@wallstengine](/creator/x/wallstengine) 2025-10-07T10:24Z 94.5K followers, 24.5K engagements "ORACLE $ORCL LOST NEARLY $XXX MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER: THE INFORMATION" [X Link](https://x.com/wallstengine/status/1975577357852549537) [@wallstengine](/creator/x/wallstengine) 2025-10-07T15:02Z 94.5K followers, 123.2K engagements "Top of the @prospero_ai small cap screener today: $CLSK $TMC $WOLF $OSCR $EOSE $UUUU $BBAI $CIFR $PPTA $ONDS" [X Link](https://x.com/wallstengine/status/1975578566768427316) [@wallstengine](/creator/x/wallstengine) 2025-10-07T15:06Z 94.6K followers, 11.5K engagements "Bloomberg: CoreWeave $CRWV CEO says there are no plans to revisit its bid for Core Scientific $CORZ calling the offer the value for them" [X Link](https://x.com/wallstengine/status/1975594546265497730) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:10Z 94.6K followers, 18.2K engagements "TRUMP: WILL MEET CHINA'S XI IN A FEW WEEKS IN SOUTH KOREA" [X Link](https://x.com/wallstengine/status/1975600323159851442) [@wallstengine](/creator/x/wallstengine) 2025-10-07T16:33Z 94.5K followers, 11.7K engagements "EX-FDA REGULATOR PETER MARKS JOINS $LLY ELI LILLY - STAT NEWS" [X Link](https://x.com/wallstengine/status/1975637466486087867) [@wallstengine](/creator/x/wallstengine) 2025-10-07T19:00Z 94.6K followers, 10.8K engagements "REPORT OF ORACLE $ORCL CHIP RENTAL LOSSES OFF BASE - FOX BUSINESS" [X Link](https://x.com/wallstengine/status/1975638647862140955) [@wallstengine](/creator/x/wallstengine) 2025-10-07T19:05Z 94.5K followers, 38.4K engagements "$JOBY plans to raise $500M through a public stock offering with underwriters granted an option for another $75M. Proceeds will go toward certification manufacturing and preparing its electric air taxi business for commercial launch" [X Link](https://x.com/wallstengine/status/1975677410637967778) [@wallstengine](/creator/x/wallstengine) 2025-10-07T21:39Z 94.5K followers, 11K engagements "ABB TO SELL ROBOTICS UNIT TO SOFTBANK FOR ENT. VALUE OF $XXXXX BLN" [X Link](https://x.com/wallstengine/status/1975838110086058117) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:18Z 94.5K followers, 11.9K engagements "JPMorgan Downgrades $FDX to Neutral from Overweight Lowers PT to $XXX from $XXX Analyst comments: "We are downgrading FedEx (FDX) to Neutral following recent channel checks across the less-than-truckload (LTL) industry which suggest a lower valuation multiple is warranted for the Freight segment in our sum-of-the-parts (SoTP) analysis. We are increasingly concerned that the full-year EPS guidance is at risk as it already assumes a rebound in Freight fundamentals. The high cost of separating the Freight segment and its recent operational underperformance are likely to pressure the LTL multiple" [X Link](https://x.com/wallstengine/status/1975845257506918842) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:46Z 94.5K followers, 7705 engagements "HSBC Downgrades $INTC to Reduce from Hold Raises PT to $XX from $XXXXX Analyst comments: "Intel has recently announced three major deals that have driven a significant re-rating of the stock: X. SoftBank investing USD X billion; X. The U.S. administration investing USD XXXX billion for a XXX% equity stake; and X. NVIDIA investing USD X billion for an approximately X% stake. Although these deals were executed at a discount to market price Intels stock has risen XX% since the first announcement in August. We expect additional deal announcements that could drive further short-term re-rating." [X Link](https://x.com/wallstengine/status/1975845323089084668) [@wallstengine](/creator/x/wallstengine) 2025-10-08T08:46Z 94.5K followers, 24.4K engagements "Wells Fargo: 'We continue to see a XX basis point cut at both the October and December FOMC meeting'. "On Oct. X the federal government shut down as Congress failed to enact a bill to fund the government past September. As we went to print the shutdown continued with a reopening date still uncertain. The federal government will eventually reopen and a flood of new economic data will follow but a data blackout clouds the outlook in the interim. For now we have upgraded our real GDP growth forecast modestly and left our forecast for the fed funds rate unchanged. We continue to see a XX basis" [X Link](https://x.com/wallstengine/status/1975864779131564470) [@wallstengine](/creator/x/wallstengine) 2025-10-08T10:04Z 94.6K followers, 8927 engagements "$AMZN is bringing pharmacy directly into the doctors office Starting Dec. 2025 Amazon Pharmacy Kiosks will launch at select One Medical locations in Los Angeles letting patients pick up prescriptions within minutes of their appointment instead of making a separate trip. $CVS" [X Link](https://x.com/wallstengine/status/1975865807986209275) [@wallstengine](/creator/x/wallstengine) 2025-10-08T10:08Z 94.5K followers, 18.8K engagements "Canopy Growth $CGC is converting its DOJA facility in Kelowna to medical-only cannabis cultivation. The site will now exclusively supply Spectrum Therapeutics patients including veterans under a micro-cultivation license. CGCis also shifting focus to medical cannabis in Canada" [X Link](https://x.com/wallstengine/status/1975880336056909875) [@wallstengine](/creator/x/wallstengine) 2025-10-08T11:05Z 94.5K followers, 8223 engagements "$ASTS has signed a commercial deal with Verizon $VZ to launch space-based cellular service in 2026. The service will connect standard smartphones directly to satellites using Verizons XXX MHz spectrum with successful voice video and messaging tests already completed" [X Link](https://x.com/wallstengine/status/1975887258810208587) [@wallstengine](/creator/x/wallstengine) 2025-10-08T11:33Z 94.6K followers, 29.6K engagements "$NVDA CEO URGES INVESTMENT IN POWER GENERATION FOR DATA CENTERS" [X Link](https://x.com/wallstengine/status/1975903507904704908) [@wallstengine](/creator/x/wallstengine) 2025-10-08T12:38Z 94.5K followers, 25.6K engagements "CISCO $CSCO SEEKS TO CHALLENGE BROADCOM $AVGO IN CONNECTING AI DATA CENTERS - BBG" [X Link](https://x.com/wallstengine/status/1975909809129226244) [@wallstengine](/creator/x/wallstengine) 2025-10-08T13:03Z 94.5K followers, 10.4K engagements "TD Cowen Reiterates Sell Rating on $RBLX PT $XX Analyst comments: "Our estimates are likely too low but we are leaving them unchanged for now. Continued strong engagement data in the second half of Q3 suggests that our Street-high Q3 and in particular Q4 bookings estimates are probably still too conservative. However recent data also reinforces our view that overall Roblox engagement growth has become increasingly dependent on what appears to be a boom-bust viral hit model. Despite the near-term strength in engagement trends we continue to believe that shares remain overvalued and therefore" [X Link](https://x.com/wallstengine/status/1975916122646962482) [@wallstengine](/creator/x/wallstengine) 2025-10-08T13:28Z 94.6K followers, 8837 engagements "U.S. AIRLINES: "IMPERATIVE" FAA ACCOMPLISH SOME "QUICK WINS" IN $XXXX BILLION AIR TRAFFIC CONTROL OVERHAUL - LETTER" [X Link](https://x.com/wallstengine/status/1975979984742384096) [@wallstengine](/creator/x/wallstengine) 2025-10-08T17:41Z 94.5K followers, 8241 engagements "FOMC MINUTES: MOST SAID LIKELY APPROPRIATE TO EASE POLICY MORE THIS YEAR THERE MAY HAVE BEEN MORE SUPPORT FOR NO CUT THAN FOR A HALF POINT CUT. DOWNSIDE RISKS TO EMPLOYMENT ELEVATED AND HAVE RISEN NOTHING THAT INDICATED NEAR-TERM URGENCY TO CHANGE BALANCE SHEET RUNOFF" [X Link](https://x.com/wallstengine/status/1975985596842770493) [@wallstengine](/creator/x/wallstengine) 2025-10-08T18:04Z 94.6K followers, 34.4K engagements "Barrons: Quantum Stocks Look Like Theyre Forming a Market Bubble. $RGTI $QUBT $QBTS $IONQ" [X Link](https://x.com/wallstengine/status/1975997570947129377) [@wallstengine](/creator/x/wallstengine) 2025-10-08T18:51Z 94.6K followers, 41.6K engagements "AI data centers could lift U.S. natural gas demand by up to XX% by 2030. Bloomberg Intelligence projects AI-linked demand could add XX Bcf/day with XXX Bcf/day most likely" [X Link](https://x.com/wallstengine/status/1976000022706561062) [@wallstengine](/creator/x/wallstengine) 2025-10-08T19:01Z 94.6K followers, 19.8K engagements "Ford $F To Shut Down F-150 Lightning Plant In Michigan Next Week Due To Aluminum Factory Fire Union Official Says - Reuters" [X Link](https://x.com/wallstengine/status/1976001695353045320) [@wallstengine](/creator/x/wallstengine) 2025-10-08T19:08Z 94.6K followers, 9239 engagements "Nasdaq $QQQ just logged its best day since August closing up +1.15%" [X Link](https://x.com/wallstengine/status/1976015922142855661) [@wallstengine](/creator/x/wallstengine) 2025-10-08T20:04Z 94.6K followers, 10.5K engagements "$MSFT is developing its own AI models to reduce reliance on OpenAI and strengthen its Copilot ecosystem. Microsofts AI division led by Mustafa Suleyman has expanded staffing and aims to train in-house models capable of replacing OpenAI workloads over time. Source: WSJ" [X Link](https://x.com/wallstengine/status/1976064656281305561) [@wallstengine](/creator/x/wallstengine) 2025-10-08T23:18Z 94.6K followers, 24.1K engagements "Citizens Raises $HOOD PT to $XXX from $XXX - Market Outperform Analyst comments: "We see upside to estimates for HOOD into 3Q as we are modeling EPS of $XXXX compared to consensus at $XXXX and adjusted EBITDA of $748M vs. consensus of $685M. Given the strong stock move we believe the direction of earnings is fairly well known (expectation for a strong quarter) but this has been a continual 'beat-and-raise' story and we still see many aspects of earnings upside over the next couple of years that are barely in models at this point suggesting to us that momentum can continue even if not on a" [X Link](https://x.com/wallstengine/status/1976208920185385190) [@wallstengine](/creator/x/wallstengine) 2025-10-09T08:51Z 94.6K followers, 13.3K engagements "Ferrari $RACE laid out its 2030 roadmap at Capital Markets Day confirming an average of four new model launches per year between 2026 and 2030 and the debut of its first fully electric Ferrari elettrica in late 2026. By the end of the decade the lineup will be XX% ICE XX% hybrid and XX% electric. Executive Chairman John Elkann said With the new Ferrari elettrica we once again affirm our will to progress by uniting the discipline of technology the creativity of design and the craft of manufacturing. Ferrari now counts 90000 active clients up XX% from 2022 and plans to open Tailor Made centers" [X Link](https://x.com/wallstengine/status/1976219220343140354) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:32Z 94.6K followers, 31.2K engagements "RAY-BAN MAKER SEES $META SMART GLASSES AS THE NEXT SMARTPHONE EssilorLuxottica CEO Francesco Milleri says glasses are poised to become the central device in peoples lives possibly replacing smartphones. The company plans to scale Ray-Ban Meta production to XX million units a year by end-2026 calling it the next big tech category. Milleri told Bloomberg that 100s of millions of smart glasses could soon be interconnected globally. FWIW The Meta partnership already brings in XXX million in 2025 revenue and Barclays sees it topping X billion by 2030" [X Link](https://x.com/wallstengine/status/1976219783541686630) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:34Z 94.5K followers, 50.9K engagements "FERRARI $RACE SEES 2030 ADJ. EBITDA AT LEAST EU3.6B" [X Link](https://x.com/wallstengine/status/1976223246417863120) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:48Z 94.6K followers, 7216 engagements "FERRARI $RACE TO INCREASE DIV PAYOUT TO XX% OF NET STARTING FROM 2025" [X Link](https://x.com/wallstengine/status/1976223361056583683) [@wallstengine](/creator/x/wallstengine) 2025-10-09T09:49Z 94.6K followers, 7123 engagements "$PEP PepsiCo Q325 Earnings Highlights 🔹 Revenue: $23.94B (Est. $23.86B) 🟢; UP +3% YoY 🔹 Core EPS: $XXXX (Est. $2.27) 🟢; DOWN -X% YoY (constant currency) 🔸 Steve Schmitt named EVP & CFO Reaffirms FY25 Guidance: 🔹 Low-single-digit organic revenue growth 🔹 Core constant-currency EPS approximately even with prior year; FX headwind now 0.5ppt (prior 1.5ppt) 🔹 FY25 cash returns $8.6B (Dividends $7.6B; Buybacks $1.0B); core tax rate XX% Segment: 🔹 PBNA: $7.33B; UP +2% YoY (Organic +2%) 🔹 PFNA: $6.53B; FLAT YoY (Organic -3%) 🔹 EMEA: $5.02B; UP +9% YoY (Organic +5.5%) 🔹 Latin America" [X Link](https://x.com/wallstengine/status/1976227670385099037) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:06Z 94.6K followers, 17.5K engagements "DoorDash $DASH is teaming up with Serve Robotics $SERV in a multiyear deal to roll out sidewalk delivery robots across the US starting in Los Angeles. Serve which also works with $UBER has already completed tens of thousands of deliveries in five cities including Miami Dallas and Chicago. The partnership isnt exclusive allowing Serves fleet to take orders from both DoorDash and Uber to improve utilization. Serve plans to double its fleet to 2000 robots by year-end aiming to boost efficiency and cut idle time" [X Link](https://x.com/wallstengine/status/1976239244554244163) [@wallstengine](/creator/x/wallstengine) 2025-10-09T10:52Z 94.6K followers, 46.6K engagements "$GOOGL just launched Gemini Enterprise its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Googles latest Gemini models a no-code workbench customizable business agents and a secure data layer all managed under one governance system for tracking and auditing. Google says Gemini Enterprise can integrate across an entire organization to automate workflows and boost productivity with major potential in healthcare and life sciences where agents can cut regulatory review times and reduce errors. The product marks Googles full entry into the AI agent" [X Link](https://x.com/wallstengine/status/1976257808254501354) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:05Z 94.6K followers, 215.1K engagements "$GAP announced a multi-year partnership with Google Cloud to integrate Gemini Vertex AI and BigQuery across its brands (Old Navy Gap Banana Republic and Athleta) The deal aims to accelerate product design pricing and planning through AI tools deliver hyper-personalized shopping experiences and empower employees with AI-driven decision support. CTO Sven Gerjets said the goal is to bring AI to life across our business empowering teams and delivering for customers faster and with greater personalization than ever" [X Link](https://x.com/wallstengine/status/1976258811133415850) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:09Z 94.6K followers, 12.6K engagements "PEPSICO $PEP CHIEF EXECUTIVE ANNOUNCES PLAN TO BRING BACK GATORADE IN THE U.S. AND WORLDWIDE LATER THIS YEAR" [X Link](https://x.com/wallstengine/status/1976263638504833526) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:29Z 94.6K followers, 18K engagements "PEPSICO $PEP CEO BELIEVES NORTH AMERICAN BEVERAGES BUSINESS WILL BOOST PROFITS IN FOURTH QUARTER" [X Link](https://x.com/wallstengine/status/1976266038779183428) [@wallstengine](/creator/x/wallstengine) 2025-10-09T12:38Z 94.6K followers, 8579 engagements "$HIMS & Hers released new survey data showing XX% of nearly 2400 customers rated their telehealth care as equal to or better than in-person visits. XX% said the intake process was easy and XX% reported clear treatment instructions and increased confidence in starting care. Among 418K weight-loss patients using GLP-1s only XXXX% reported side effects; mental and sexual health categories were under XXXX% while hair loss treatments saw 24%" [X Link](https://x.com/wallstengine/status/1976273273626489133) [@wallstengine](/creator/x/wallstengine) 2025-10-09T13:07Z 94.6K followers, 52.7K engagements "Ferrari $RACE is having its worst trading day since 2016 after the company cut its 2030 EV target in half now expecting only XX% of its lineup to be fully electric by the end of the decade down from the XX% goal set in 2022" [X Link](https://x.com/wallstengine/status/1976288452632248443) [@wallstengine](/creator/x/wallstengine) 2025-10-09T14:07Z 94.6K followers, 17.2K engagements "$META filled the gap after the open broke above its opening range and is now pushing higher up over 1.4%. Data via @edgeful" [X Link](https://x.com/wallstengine/status/1976321503278006515) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:18Z 94.5K followers, 11.1K engagements "AstraZeneca $AZN announced plans to boost investment in its Virginia manufacturing facility to $XXX billion more than doubling the scope of its earlier commitment" [X Link](https://x.com/wallstengine/status/1976324541552168968) [@wallstengine](/creator/x/wallstengine) 2025-10-09T16:31Z 94.5K followers, 8089 engagements "BILLIONAIRE $FOUR CEO ISAACMAN SAID TO TALK WITH TRUMP OVER TOP NASA JOB" [X Link](https://x.com/wallstengine/status/1976333774108623108) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:07Z 94.6K followers, 18.6K engagements "Jefferies says Ferraris $RACE steep derating vs. luxury peers now XX% over the past six months; is starting to feel extreme. The firm highlighted that Ferraris updated long-term plan is not bearish but conservative calling it realism over optimism. Jefferies said Ferraris FY25 guidance was slightly raised with revenue now expected at 7.1B and EBIT margin XX% but the 2030 outlook disappointed: revenue guidance of 9B (vs. Streets 10.2B) EBIT margin XX% (vs. XXXX% expected) and EPS XXXXX (vs. XXXXX consensus). Analysts said Ferraris revised product mix XX% gas XX% electric reflects pragmatism" [X Link](https://x.com/wallstengine/status/1976343575924527392) [@wallstengine](/creator/x/wallstengine) 2025-10-09T17:46Z 94.6K followers, 26.6K engagements "Microsoft $MSFT forecasts ongoing data center constraints through 2026 OpenAI remains Microsofts largest CPU customer on Azure. The company reportedly had to turn away some Azure customers due to limited capacity. - BBG" [X Link](https://x.com/wallstengine/status/1976366395953975409) [@wallstengine](/creator/x/wallstengine) 2025-10-09T19:17Z 94.6K followers, 253.8K engagements "SoftBank Group is negotiating a $X billion margin loan backed by $ARM Holdings shares Bloomberg reports. The financing would lift total loans secured by Arm stock to $XXXX billion following $13.5B previously raised" [X Link](https://x.com/wallstengine/status/1976534364277309660) [@wallstengine](/creator/x/wallstengine) 2025-10-10T06:24Z 94.5K followers, 18K engagements "Stellantis $STLA said vehicle sales rose XX% in Q3 helped by a XX% jump in U.S. deliveries as inventories normalized and the company brought back the V8 Ram 1500" [X Link](https://x.com/wallstengine/status/1976546904705323388) [@wallstengine](/creator/x/wallstengine) 2025-10-10T07:14Z 94.6K followers, 9251 engagements "CHINA PROBES QUALCOMM $QCOM FOR SUSPECTED MONOPOLY: CCTV" [X Link](https://x.com/wallstengine/status/1976574326959702368) [@wallstengine](/creator/x/wallstengine) 2025-10-10T09:03Z 94.6K followers, 45.9K engagements "A Reddit post is circulating that lists OpenAIs top XX customer by token consumption and Duolingo tops the list" [X Link](https://x.com/wallstengine/status/1976580500153315529) [@wallstengine](/creator/x/wallstengine) 2025-10-10T09:28Z 94.6K followers, 435.3K engagements "$IONQ OFFERING: IonQ is selling 16.5M shares plus 43.01M 7-yr Series B warrants (strike $155) and 5.01M pre-funded warrants at a combined $XX price for $2.0B gross ($1.98B net) to fund working capital and potential acquisitions; last close was $XXXXX on 10/9 shares outstanding move to 347.4M post-deal (before warrant exercise) settle Oct XX with J.P. Morgan as sole underwriter" [X Link](https://x.com/wallstengine/status/1976628821097910497) [@wallstengine](/creator/x/wallstengine) 2025-10-10T12:40Z 94.6K followers, 58.8K engagements "$GM is bringing back the Chevrolet Bolt for the 2027 model year after ending production in 2023. The new Bolt will start at $29990 ship in early 2025 and deliver an estimated 255-mile range per charge. Itll also be the first Chevy EV with a native NACS charging port and offer features like Super Cruise and new interior tech. GM expects the Bolt and Equinox EV to drive most of Chevys EV sales in 2026" [X Link](https://x.com/wallstengine/status/1976657776945647708) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:35Z 94.6K followers, 9649 engagements "TRUMP THREATENS MASSIVE TARIFF INCREASE ON CHINESE IMPORTS IN RESPOSE TO PROPOSED EXPORT CONTROLS ON RARE EARTHS: TRUTH POST" [X Link](https://x.com/wallstengine/status/1976663725840171234) [@wallstengine](/creator/x/wallstengine) 2025-10-10T14:58Z 94.6K followers, 251.2K engagements "Trump: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for China. We have been contacted by other Countries who are extremely angry at this great Trade" [X Link](https://x.com/wallstengine/status/1976664219773792565) [@wallstengine](/creator/x/wallstengine) 2025-10-10T15:00Z 94.6K followers, 624.6K engagements "S&P XXX $SPY FALLS XXX% AFTER TRUMP TRUTH SOCIAL POST ON CHINA" [X Link](https://x.com/wallstengine/status/1976678998563225677) [@wallstengine](/creator/x/wallstengine) 2025-10-10T15:59Z 94.5K followers, 21K engagements "ASTRAZENECA $AZN STRIKES DEAL WITH WHITE HOUSE ON DRUG PRICES: MSNBC" [X Link](https://x.com/wallstengine/status/1976688774840291478) [@wallstengine](/creator/x/wallstengine) 2025-10-10T16:38Z 94.5K followers, 18.9K engagements "Crypto-related stocks under pressure today as Crypto slide following Trumps China tariff threat. $TONX $FGNX $COIN $BMNR" [X Link](https://x.com/wallstengine/status/1976699800046518402) [@wallstengine](/creator/x/wallstengine) 2025-10-10T17:22Z 94.6K followers, 10.9K engagements "Senator wants CEOs of AT&T $T Verizon $VZ and T-Mobile $TMUS to disclose whether they objected to subpoenas of senators' phone data during probe of January X capitol riot - Letter" [X Link](https://x.com/wallstengine/status/1976702383528067293) [@wallstengine](/creator/x/wallstengine) 2025-10-10T17:32Z 94.5K followers, 10.8K engagements "$GLXY Galaxy Digital announced a $460M strategic investment from one of the worlds leading asset managers. The deal includes 9.03M shares from Galaxy and 3.75M shares from executives (incl. CEO) at $36/share. Proceeds will fund corporate initiatives and the Helios data center buildout (133MW Phase X by 2026) expanding Galaxys AI + digital infra footprint" [X Link](https://x.com/wallstengine/status/1976741257499021773) [@wallstengine](/creator/x/wallstengine) 2025-10-10T20:06Z 94.5K followers, 23.6K engagements "Cisco $CSCO filed a Form XX showing no change in its disclosed holdings which continue to include a stake in CoreWeave $CRWV" [X Link](https://x.com/wallstengine/status/1976742106136785293) [@wallstengine](/creator/x/wallstengine) 2025-10-10T20:10Z 94.5K followers, 14.8K engagements "Bitcoin dipped below $110000 following Trumps announcement of XXX% tariffs on China triggering over $3B in crypto liquidations in the past hour" [X Link](https://x.com/wallstengine/status/1976760977749168547) [@wallstengine](/creator/x/wallstengine) 2025-10-10T21:25Z 94.6K followers, 17.8K engagements "Palmer Luckey on Anduril IPO: Were on a path to IPO. In the low single-digit years. We want to either be profitable across the business or very close to it with a clear trend that its going to happen. No more toss it in the bin no need to do paperwork" [X Link](https://x.com/wallstengine/status/1976903632919601639) [@wallstengine](/creator/x/wallstengine) 2025-10-11T06:52Z 94.5K followers, 86.9K engagements "UPCOMING KEY EARNINGS WEEK OF OCT XX 2025 Mon: $FAST Tue: $JPM $JNJ $GS $BLK $C $WFC $DPZ Wed: $ASML $BAC $MS $ABT $PNC $UAL Thu: $TSM $SCHW $USB $TRV $KEY $CSX Fri: $AXP $SLB $ALLY Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updates actionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to stay informed and ahead of the game" [X Link](https://x.com/wallstengine/status/1977134964761346309) [@wallstengine](/creator/x/wallstengine) 2025-10-11T22:11Z 94.6K followers, 27.2K engagements "TRUMP: TARIFFS FOR CHINA ARE STILL THE PLAN ON NOV X. NOV. X DEADLINE IS AN 'ETERNITY' FOR ME ON MEETING W/ XI: I THINK WE ARE GOING TO BE FINE WITH CHINA" [X Link](https://x.com/wallstengine/status/1977488133198594510) [@wallstengine](/creator/x/wallstengine) 2025-10-12T21:34Z 94.5K followers, 51K engagements "Today's Key Events (All ET) 10/13/2025 08:00: OPEC Monthly Report (Tentative) 12:55: Fed's Paulson Before Open 👇 06:50: Fastenal $FAST" [X Link](https://x.com/wallstengine/status/1977649564078502081) [@wallstengine](/creator/x/wallstengine) 2025-10-13T08:16Z 94.5K followers, 11.6K engagements "JPMorgan Upgrades $AGX to Overweight from Neutral Raises PT to $XXX from $XXX Analyst comments: "We are placing the stock on Positive Catalyst Watch into the F3Q print (early December). We view AGX and its subsidiary Gemma Power Systems as underappreciated beneficiaries of the accelerating AI-driven power demand cycle. We believe the companys record backlog a robust pipeline of large-scale gas projects in the U.S. and unprecedented pricing tailwinds in the broader gas turbine EPC market provide strong visibility into multi-year growth and margin expansion potential for AGX. With management" [X Link](https://x.com/wallstengine/status/1977670978864886153) [@wallstengine](/creator/x/wallstengine) 2025-10-13T09:41Z 94.6K followers, 13.5K engagements "BofA out with a semiconductor sector update this morning. Analyst Vivek Arya upgraded $AMAT and $CAMT to Buy while downgrading $INTC and $ACLS to Underperform. He also raised targets across several names $KLAC to $1300 $NVMI to $XXX $MKSI to $XXX $AEIS to $XXX and $TER to $145" [X Link](https://x.com/wallstengine/status/1977678662250971341) [@wallstengine](/creator/x/wallstengine) 2025-10-13T10:11Z 94.6K followers, 20K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@wallstengine Wall St Engine
US Treasury Secretary Janet Yellen is urging the World Bank to end its support for China, citing the need to secure critical mineral supply chains and prioritize reliable energy sources. Meanwhile, tensions between the US and China are escalating, with President Trump announcing a proposal to impose new tariffs on Chinese goods and China responding with restrictions on US subsidiaries of a South Korean company. In the tech sector, major companies such as Microsoft, Amazon, and Google are making significant moves, including investing in AI infrastructure, partnering with other companies on AI projects, and unveiling new AI-powered products.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +47%
- X Month XXXXXXXXXX +104%
- X Months XXXXXXXXXX +70%
- X Year XXXXXXXXXXX +470%
Mentions: XXX #
- X Week XXX +12%
- X Month XXXXX -XX%
- X Months XXXXX +21%
- X Year XXXXXX +81%
Followers: XXXXXX #
- X Week XXXXXX +5.50%
- X Month XXXXXX +13%
- X Months XXXXXX +68%
- X Year XXXXXX +346%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #606 finance #1561 technology brands #4012 countries #5022 cryptocurrencies #454 automotive brands #6203 travel destinations XXXX% currencies XXXX% exchanges XXXX% luxury brands XXXX%
Social topic influence china #251, open ai #872, stocks #1841, $nvda #11, tariffs #157, longterm #272, investment #473, events #3426, $uber #747, microsoft #564
Top accounts mentioned or mentioned by @007ofwallst @xynth_m @joinyellowbrick @grok @lazaroinvestor @stockstormx @askfinvest @sergiustrading @edgeful @parabolicnotice @alerts_bullish @joystickexpert @knightw0lf_ @briton_hill @stocktalkweekly @teshen8lin @1991wolfpack @bullorix @boersenwunder @options_222
Top assets mentioned NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Goldman Sachs (GS) Ferrari N.V. (RACE) Taiwan Semiconductor (TSM) CoreWeave, Inc. (CRWV) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Hims & Hers Health, Inc. (HIMS) FG Nexus (FGNX) Metadium (META) Morgan Stanley (MS) Applovin Corporation (APP) Robinhood Markets, Inc. (HOOD) GM (GM) Alphabet Inc Class A (GOOGL) Dollar Tree Inc (DLTR) JPMorgan Chase (JPM) Bitcoin (BTC) Broadcom, Inc. (AVGO) Constellation Brands, Inc. Class A (STZ) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) PepsiCo, Inc. (PEP) Wells Fargo & Co (WFC) DoorDash, Inc. (DASH) United Airlines Holdings, Inc. (UAL) Mario Coin (COIN) Dash (DASH) Amazon.com, Inc. (AMZN) HSBC Holdings PLC (HSBC) Stellantis N.V. (STLA) IonQ, Inc. (IONQ) Oscar Health, Inc. (OSCR) SPDR S&P XXX ETF Trust (SPY) Eli Lilly and Company (LLY) Advanced Micro Devices (AMD) Applied Materials, Inc. (AMAT) Domino's Pizza Inc (DPZ) AstraZeneca PLC (AZN) GammaSwap (GS) BlackCoin (BLK) Charles Schwab Corporation (SCHW) Corteva Inc (CTVA) Circle Internet Group, Inc. (CRCL) Coinbase Global, Inc. (COIN) Datadog Inc (DDOG)
Top Social Posts #
Top posts by engagements in the last XX hours
"$WFC Wells Fargo Q3'25 Earnings Highlights 🔹 Revenue: $21.43B (Est. $21.14B) 🟢; +5% YoY 🔹 EPS: $XXXX (Est. $1.55) 🟢; +17% YoY 🔹 Net Interest Income: $11.95B (Est. $12.01B) 🔴; +2% YoY 🔸Sees Q4 NII $12.4B - $12.5B Q3 Operating Metrics: 🔹 Total Avg. Loans: $928.7B (Est. $926.43B) 🟢; UP +2% YoY 🔹 Total Avg. Deposits: $1.34T (Est. $1.34T) 🟡; FLAT YoY 🔹 Net Charge-Offs: $942M (Est. $1.09B) 🟢; DOWN -XX% YoY 🔹 Noninterest Income: $9.49B; UP +9% YoY 🔹 Provision for Credit Losses: $681M; DOWN -XX% YoY Q3 Segment Performance: Consumer Banking and Lending (CBL): 🔹 Revenue: $9.65B; UP +6%"
X Link @wallstengine 2025-10-14T10:34Z 94.6K followers, 14.8K engagements
"$META is set to close a nearly $30B financing deal with Blue $OWL Capital for its Louisiana data center the largest private capital deal on record for such a project. Morgan Stanley arranged over $27B in debt under an SPV structure; Meta will develop and operate the site slated for completion in 2029"
X Link @wallstengine 2025-10-17T00:13Z 94.6K followers, 50.9K engagements
"GROUP OF LEADING INTERNATIONAL BANKS EXPLORING ISSUING A STABLECOIN $CRCL"
X Link @wallstengine 2025-10-10T13:38Z 94.6K followers, 13K engagements
"US AUTO DELINQUENCIES HIT 15-YEAR HIGH Car loans have turned from one of the safest credit products into one of the riskiest auto delinquencies are now XX% higher than XX years ago. Since 2019 new car prices have risen more than XX% and now top $50000 on average. The average monthly payment on a new car was $XXX in the third quarter and one in five borrowers pay more than $1000 a month. Interest rates on new car loans now top X% exacerbating an automotive affordability crisis. Thats a double whammy. Youve been hit by the increased cost of the car and then the financing cost of the car. Even"
X Link @wallstengine 2025-10-17T13:54Z 94.6K followers, 20.2K engagements
"Potential Stocks for S&P XXX Inclusion Announcement Coming After the Bell (Ranked by Likelihood) AppLovin $APP Robinhood $HOOD Coinbase $COIN DoorDash $DASH HubSpot $HUBS The Trade Desk $TTD Datadog $DDOG Veeva Systems $VEEV Carvana $CVNA Zoom $ZM Pinterest $PINS Interactive Brokers $IBKR SS&C Technologies $SSNC Equinix $EQIX United Airlines $UAL"
X Link @wallstengine 2025-03-07T16:14Z 94.6K followers, 35.5K engagements
"The IRS just released new federal income tax brackets for 2026 adjusting thresholds for inflation. The top rate of XX% now applies to single filers earning over $640600 and married couples earning over $768700. The standard deduction will rise to $32200 for married couples and $16100 for single filers. The update also increases limits for long-term capital gains estate and gift tax exemptions and child tax credit eligibility"
X Link @wallstengine 2025-10-09T14:46Z 94.6K followers, 25.9K engagements
"LULULEMON ATHLETICA $LULU FOUNDER LOOKING AT OPTIONS FOR ACTIVISM"
X Link @wallstengine 2025-10-10T14:41Z 94.6K followers, 20.9K engagements
"The Pentagon is planning to stockpile up to $X billion worth of critical minerals amid rising tensions with China according to Financial Times. Public filings show planned purchases include $XXX million of cobalt $XXX million of antimony and $XXX million of tantalum. The materials will be stored by the Defense Logistics Agency which already holds $XXX billion in assets across depots nationwide"
X Link @wallstengine 2025-10-12T20:49Z 94.6K followers, 93.1K engagements
"$GM will take a $1.6B charge in Q3 to realign its EV production strategy amid weaker demand and policy shifts. The charge includes $1.2B in non-cash impairments and $0.4B in contract cancellations as GM reassesses its EV and battery investments citing slower adoption after U.S. tax credit cuts"
X Link @wallstengine 2025-10-14T10:21Z 94.6K followers, 9815 engagements
"TRUMP: CONSIDERING TERMINATING BUSINESS WITH CHINA ON COOKING OIL AND OTHER TRADE ELEMENTS"
X Link @wallstengine 2025-10-14T19:38Z 94.6K followers, 77.7K engagements
"Trump: I believe that China purposefully not buying our Soybeans and causing difficulty for our Soybean Farmers is an Economically Hostile Act. We are considering terminating business with China having to do with Cooking Oil and other elements of Trade as retribution. As an example we can easily produce Cooking Oil ourselves we dont need to purchase it from China"
X Link @wallstengine 2025-10-14T19:40Z 94.6K followers, 69.5K engagements
"Jeff Bezos filed a Schedule 13G disclosing ownership of 964.3M Amazon $AMZN shares representing X% of the company"
X Link @wallstengine 2025-10-14T20:14Z 94.6K followers, 146.1K engagements
"LVMH shares jumped after the luxury giant returned to sales growth for the 1ST time in three quarters. Q3 revenue rose X% organically to 18.28B topping forecasts. Fashion and leather goods fell a modest X% vs expectations of a deeper drop. Sales in China rose X% after a X% decline in H1 while U.S. revenue climbed 3%. CFO Ccile Cabanis said trends are improving across divisions but cautioned that tougher comps in Q4 may limit near-term upside"
X Link @wallstengine 2025-10-15T07:45Z 94.6K followers, 39.6K engagements
"HSBC Upgrades $NVDA to Buy from Hold Raises PT to $XXX from $200; STREET HIGH Analyst comments: "We upgrade NVIDIA to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations leading to an upward revision in our FY27e datacenter revenue to USD351bn which remains XX% above consensus forecast of USD258bn. We also see potential easing of China GPU uncertainties following the potential US-China trade deal that could enable NVIDIA to see a demand recovery in the Chinese market. Hence our revised FY27e (YE Jan) EPS of USD8.75 is now once again"
X Link @wallstengine 2025-10-15T10:58Z 94.6K followers, 51K engagements
"BlackRock Nvidia Microsoft and xAI have formed a consortium to acquire Aligned Data Centers for $XX billion according to the Financial Times. The group which also includes GIP Abu Dhabis MGX and backers like Temasek and Kuwait Investment Authority plans to double Aligneds XX data center campuses across the U.S. and Latin America. The acquisition is the first under their new $XXX billion AI Infrastructure Partnership which combines tech expertise and investment to build data centers for OpenAI Google and Meta. Larry Fink told FT the venture will lease data centers to tech firms keeping them"
X Link @wallstengine 2025-10-15T11:37Z 94.6K followers, 273.6K engagements
"US TSY SEC. BESSENT U.S. INVESTMENT BOOM IS SUSTAINABLE JUST GETTING STARTED THERE IS PENT UP DEMAND AMERICA IS OPEN FOR BUSINESS JUST SEEING BEGINNING OF AI BOOM .and you're bearish"
X Link @wallstengine 2025-10-15T12:28Z 94.6K followers, 15.5K engagements
"Raymond James Lowers $FHN PT to $XX from $XX Maintains Outperform Rating Analyst comments: "We maintain our Outperform rating on FHN shares following commentary on todays earnings call that has driven a sharp sell-off in the stock. More specifically and despite relatively solid results management opened the door to potential in-footprint tuck-in acquisitions where the general opinion in the investor/analyst community has been it was more likely a seller in the short- to intermediate-term. Indeed with the recently announced sale of CMA to FITB FHN was near/at the top of many investors takeout"
X Link @wallstengine 2025-10-15T19:54Z 94.6K followers, 8943 engagements
"$TSM CEO: TSMC is working with Amkor $AMKR in Arizona even as it builds its own advanced packaging plants because Amkor has already broken ground its schedule is earlier and TSMC wants to support customer timelines"
X Link @wallstengine 2025-10-16T06:54Z 94.6K followers, 44.6K engagements
"Nikkei Asia reports Microsoft $MSFT and $AMZN's AWS are fast-tracking plans to move their tech manufacturing out of China. Microsoft aims for XX% of Surface laptops and data center servers to be produced outside China by 2026. AWS is cutting reliance on Chinese suppliers for AI server components while Google expands production in Thailand"
X Link @wallstengine 2025-10-16T08:14Z 94.6K followers, 30.1K engagements
"BofA Securities Upgrades $SE to Buy from Neutral Raises PT to $XXX from $XXX Analyst comments: "Sea stock has largely been range bound for the last couple of months despite improving momentum on the ground. It was also down XX% yesterday on concerns of expansion in LatAm and slower margin uptake due to investment; both things are not new in our view. Traction strong: X. Shopee/peers have taken c. 2-4% take rate increase recently; X. Shopee GMV growth is strong evident from J&T shipments and our channel checks; X. Free-Fire traction is strong in last three months as per Sensor Tower; and 4."
X Link @wallstengine 2025-10-16T09:34Z 94.6K followers, 11.4K engagements
"TRUMP TO SPEAK FROM THE OVAL OFFICE AT 3PM ET"
X Link @wallstengine 2025-10-16T09:46Z 94.6K followers, 67.2K engagements
"Honeywells board approved the spin-off of Solstice Advanced Materials set for October XX. Shareholders of record on Oct XX will receive X $SOLS share for every X $HON shares. Trading under $SOLSV begins Oct XX (when-issued) and under $SOLS on Oct XX. Solstice will focus on advanced materials for refrigerants semiconductors data-center cooling and energy"
X Link @wallstengine 2025-10-16T11:05Z 94.6K followers, 8201 engagements
"BofA Raises $TSM PT to $XXX from $XXX - Buy "Real demand from AI was one of the focal points during the earnings call and we sense that the company is turning a bit more positive on the long-term growth trajectory (though keeping the mid-40s% CAGR). In our view TSMCs position in such an area remains solid by ensuring system-level performance via front/back-end manufacturing while it begins to evaluate with 'customers customers' to better fulfill demand for advanced technology. Eyeing an unrivalled position amid the megatrend of AI growth we reiterate Buy and lift PO to NT$1800 (US$360 for"
X Link @wallstengine 2025-10-16T11:29Z 94.6K followers, 10.8K engagements
"UBS Raises $MU PT to $XXX from $XXX Maintains Buy Rating Analyst comments: "Our latest round of industry checks points to a very robust demand environment being met by acute and worsening DRAM supply shortages we are increasing pricing once again now see C2026E EPS power approaching $XX and raising PT from $XXX to $XXX. For DRAM we have seen an additional uptick in legacy DDR demand projections from US hyperscalers with DDR bit demand now doubling Y/Y in C2026 and even smartphone customers now asking for more DRAM supply. This is coming against little to no new DDR supply as most new DRAM"
X Link @wallstengine 2025-10-16T13:23Z 94.6K followers, 10.2K engagements
"$GOOGL HITS FRESH ALL TIME HIGH"
X Link @wallstengine 2025-10-16T13:46Z 94.6K followers, 61.8K engagements
"Insurance stocks slumped after weak Q3 results from Travelers $TRV Progressive $PGR and Marsh & McLennan $MMC triggered sector-wide growth concerns The S&P XXX Insurance Index dropped X% over two days marking its sharpest slide since April Analysts cited moderating pricing trends and slower premium growth as key headwinds with Chubb $CB and W. R. Berkley $WRB set to report next week"
X Link @wallstengine 2025-10-16T19:27Z 94.6K followers, 16.8K engagements
"UBS Upgrades $DE to Buy from Neutral Lowers PT to $XXX from $XXX Analyst comments: "We upgrade Deere to Buy from Neutral as we expect '26 to be the last year of DE's earnings downturn before a recovery in '27. We believe Ag fundamentals and sentiment are near the bottom and while it may be a bit early for the stock today based on elevated expectations for '26 (we're XX% below cons EPS) we think a positive inflection in the cycle and DE earnings should begin to be priced in over the next year. In the interim we see limited downside with the stock pricing in $XX of trough EPS (UBSe $XXXXX in"
X Link @wallstengine 2025-10-17T07:45Z 94.6K followers, 9793 engagements
"Stellantis $STLA is partnering with Chinas $PONY AI to test autonomous electric vans in Luxembourg marking Ponys first collaboration with a major Western automaker. The trials will use the Peugeot e-Traveller equipped with Level X self-driving systems allowing hands-off operation in most scenarios. The partnership could expand into passenger robotaxi services later"
X Link @wallstengine 2025-10-17T08:18Z 94.6K followers, 12.5K engagements
"Now the regional bank troubles in the U.S. are spilling into Europe the Stoxx XXX Banks Index fell X% its sharpest drop since August as Deutsche Bank Barclays and Socit Gnrale slid over 4%. The selloff follows loan fraud disclosures at U.S. lenders Zions and Western Alliance renewing concerns about broader credit quality across global banks"
X Link @wallstengine 2025-10-17T08:44Z 94.6K followers, 21.7K engagements
"Coca-Cola $KO is reportedly weighing a $1B IPO of its Indian bottling arm Hindustan Coca-Cola Beverages which could value the unit at around $10B per Bloomberg. If it proceeds the listing could take place in 2026 adding Coca-Cola to the wave of global firms tapping Indias record IPO market alongside Hyundai and LG. The bottler serves over 2M retailers across India and employs 5200 people"
X Link @wallstengine 2025-10-17T09:10Z 94.6K followers, 15.8K engagements
"Current global allocation (2025): Total Asset: $XXX Trillion Equities: XX% of total assets Bonds: XX% Gold: X% Back in 1950 equities made up only XX% of global assets while bonds dominated at 75%. Gold briefly reached nearly XX% during the 1970s inflation spike before fading again. Since 1950 Goldman's world portfolio has returned XXX% annualized (4% real) and XXX% nominal (3.7% real) since 1990 after including newer asset classes like real estate credit and crypto"
X Link @wallstengine 2025-10-17T10:39Z 94.6K followers, 15.9K engagements
"TRUMP: COULD MOVE CHINA NOV. X DEADLINE UP IF I WANTED"
X Link @wallstengine 2025-10-17T17:57Z 94.6K followers, 25.5K engagements
"Standard Chartered warns stablecoins could pull $X Trillion in deposits out of emerging market banks within X years. Nearly all are dollar-pegged making them attractive in countries hit by currency crashes"
X Link @wallstengine 2025-10-07T16:31Z 94.1K followers, 8133 engagements
"TRUMP WHEN ASKED: OTHER THINGS COULD BE ON TABLE FOR EXPORT CONTROLS LIKE BOEING $BA PLANES"
X Link @wallstengine 2025-10-10T22:09Z 94K followers, 17.5K engagements
"TRUMP ASKED IF HE'LL RETREAT ON CHINA MEASURE: WE'LL SEETHATS WHY I SET IT TO NOV. 1"
X Link @wallstengine 2025-10-10T22:13Z 93.9K followers, 81.6K engagements
"$IONQ said it achieved a breakthrough in quantum chemistry showing its system can calculate atomic-level forces more accurately than classical methods. The study done with a Global 1000 automaker used IonQs QC-AFQMC algorithm to model nuclear forces for carbon-capture material design. CEO Niccolo de Masi said the work goes beyond academic benchmarks demonstrating practical quantum advantages for pharma battery and chemical industries"
X Link @wallstengine 2025-10-13T11:06Z 94K followers, 41.4K engagements
"EARNINGS SEASON IS HERE 🔔 And its about to get interesting for every market junkie looking to make an extra buck especially with Polymarkets earnings markets live Heres a look at the stocks reporting Tuesday & Wednesday along with their Polymarket odds of beating estimates"
X Link @wallstengine 2025-10-13T15:54Z 94K followers, 39K engagements
"No surprise tradings been trending on Whop The markets offered up a ton of opportunity this past year in themes like AI data centers nuclear space drones & REEs These arent just hype but XX% of the stocks chasing them might be. The others will keep gaining value & will become industry giants over time"
X Link @wallstengine 2025-10-13T18:58Z 94K followers, 25K engagements
"Goldman Sachs analyst Scott Fidel initiated coverage on major U.S. healthcare insurers and managed care providers: Buy: $UNH ($406 PT) $CI ($370 PT) $CVS ($91 PT) $ALHC ($21 PT) Neutral: $MOH ($207 PT) $ELV ($343 PT) $OSCR ($17 PT) Sell: $CNC ($33 PT) $HUM ($271 PT)"
X Link @wallstengine 2025-10-14T08:58Z 94K followers, 14.2K engagements
"Safe partnered with Circle $CRCL to make USDC the default stablecoin across its ecosystem. Safe secures $60B in assets and holds $2.5B in USDC"
X Link @wallstengine 2025-10-14T13:02Z 94.6K followers, 9582 engagements
"Short sellers are facing their worst returns since 2020 according to the Financial Times as retail traders drive a rally in heavily shorted stocks. A basket of the XXX most shorted U.S. stocks is up XX% this year the best run since the 2020 retail-driven surge. Its been really hard this year said Anne Stevenson-Yang of J Capital Research. Weve all been waiting for the market to become more rational and it hasnt"
X Link @wallstengine 2025-10-14T15:13Z 94K followers, 15.3K engagements
"Guggenheim Initiates Coverage on $LYFT with Buy Rating PT $XX Analyst comments: "Our BUY rating reflects 1) recent Waymo and May Mobility partnerships (i.e. Ticket to Ride) 2) our view that consensus estimates underappreciate FREENOW contribution and 3) Street Booking forecasts below managements medium-term target. New management has reinvigorated growth since their mid-2023 arrival primarily by becoming 'something to someone' these proof-points instill confidence in the trajectory ahead. We expect the Autonomous Vehicle (AV) debate to remain a key sentiment driver with bulls highlighting"
X Link @wallstengine 2025-10-15T09:16Z 94K followers, 9567 engagements
"Dollar Tree $DLTR reaffirmed its near-term outlook and unveiled a 3-year EPS growth target of 1215% CAGR (FY26FY28) ahead of its 2025 Investor Day in New York. FY26 EPS is projected to grow in the high teens driven by tariff mitigation multi-price conversions and the Family Dollar sale. QTD comp sales are up XXX% and the company repurchased 2.8M shares for $271M. CEO Mike Creedon said Dollar Tree is entering a new chapter as a multi-price tech-enabled retailer positioned for long-term growth"
X Link @wallstengine 2025-10-15T11:10Z 94K followers, 8928 engagements
"BESSENT: EUROPEAN ALLIES MUST BE WILLING TO FOLLOW ON TARIFFS ON CHINESE GOODS RELATED TO RUSSIAN OIL PUCHASES"
X Link @wallstengine 2025-10-15T13:53Z 94K followers, 10.6K engagements
"$FFIV F5 Networks Q2'25 Earnings Highlights 🔹 EPS: $XXXX (Est. $3.10) 🟢 🔹 Revenue: $731M (Est. $718.2M) 🟢 Guidance 🔹 Q3 EPS: $3.41$3.53 (Est. $3.56) 🔴 🔹 Q3 Revenue: $740M$760M (Est. $740M) 🟡 🔹 FY25 Revenue Growth: 6.5%7.5% (raised from 6%7%) 🔹 FY25 Non-GAAP EPS Growth: 8%10% (raised from 6.5%8.5%)"
X Link @wallstengine 2025-04-28T20:08Z 94.5K followers, 8442 engagements
"$DDOG Datadog Q1'25 Earnings Highlights 🔹 Revenue: $762M (Est. $739M) 🟢; +25% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.43) 🟢 🔹 Free Cash Flow: $244M; +28% 🔹 $100K+ ARR Customers: 3770 (vs. 3340 YoY) +13% FY25 (Raised): 🔹 Revenue: $3.215B$3.235B (Est. $3.19B) 🟢 🔹 EPS (Non-GAAP): $1.67$1.71 (Prior: $1.65$1.70 Est. $1.69) 🟡 Q2 Guidance: 🔹 Revenue: $787M$791M (Est. $768M) 🟢 🔹 EPS (Non-GAAP): $0.40$0.42 (Est. $0.40) 🟢 Other Key Q1 Metrics: 🔹 Operating Cash Flow: $272M 🔹 Non-GAAP Operating Margin: XX% 🔹 NG Gross Margin: XX% (vs. XX% YoY) 🔹 FCF Margin: XX% (vs. XX% YoY) Commentary &"
X Link @wallstengine 2025-05-06T11:12Z 94.2K followers, 15.3K engagements
"Kenvue $KVUE the J&J spinoff is reportedly exploring a sale of several skin health and beauty brandslike Clean & Clear Maui Moisture Neostrata Bebe and Dr. Ci:Laboas it looks to refocus on core assets. Neutrogena and Aveeno arent on the chopping block"
X Link @wallstengine 2025-06-12T20:15Z 94.2K followers, 11.8K engagements
"$ISRG Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $XXXX (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: XXXX% to XX% 🔸 Gross Margin: 66%67%; includes X% tariff impact 🔸 OpEx Growth: 10%14% Q2 Segment: 🔹 Instruments & Accessories Revenue: $1.47B; UP +18% YoY 🔹 Systems Revenue: $575M; UP +28% YoY 🔹 XXX da Vinci Surgical Systems Placed (vs. XXX YoY); includes XXX da Vinci X systems (vs. XX YoY) 🔹 Installed Base: 10488 systems; UP +14% YoY 🔹 Worldwide da Vinci Procedures: UP +17% YoY"
X Link @wallstengine 2025-07-22T20:07Z 94.4K followers, 15.3K engagements
"$MBLY MISSES Q2 BUT RAISES 2025 OUTLOOK ON AUTONOMOUS CHIP DEMAND REUTERS Mobileye posted Q2 EPS of $XXXX on $506M in revenue missing Street views of $XXXX and $629M. Still shares jumped X% premarket after the company raised its full-year revenue forecast to $1.77B$1.89B on stronger demand for autonomous driving chips. CEO Amnon Shashua says better supply-demand alignment since April supports the updated view though the company remains cautious given the macro backdrop"
X Link @wallstengine 2025-07-24T11:42Z 94.2K followers, 9166 engagements
"$MRK Merck & Co. Q2'25 Earnings Highlights 🔹 Revenue: $15.81B (Est. $15.87B) 🔴; -X% YoY 🔹 Adj. EPS: $XXXX (Est. $2.03) 🟢; -X% YoY 🔹 Non-GAAP Gross Margin: XXXX% (+130 bps YoY) FY25 Guidance (Updated) 🔹 Revenue: $64.3B$65.3B (Est. $64.9B) 🟡 🔹 Adj. EPS: $8.87$8.97 (Est. $8.87) 🟡 🔹 Expects to spend $200m on tariffs for the yr 🔹 Non-GAAP Effective Tax Rate: 15.0%16.0% 🔹 Multiyear Optimization Plan: $3B annual savings by 2027 (fully reinvested) 🔹 Job Cuts: Ongoing restructuring includes R&D SG&A and real estate optimization Segment & Product Highlights 🔹 KEYTRUDA: $8.0B; UP +9% YoY"
X Link @wallstengine 2025-07-29T10:35Z 94.2K followers, 8140 engagements
"$GDDY GoDaddy Q225 Earnings Highlights 🔹 Revenue: $1.20B (Est. $1.21B) 🔴; UP +6.7% YoY 🔹 EPS: $XXXX (Est. $1.38) 🟢; UP from $XXXX YoY 🔹 Normalized EBITDA: $381.7M (Est. $373.8M) 🟢; UP +15% YoY Q325 Guidance 🔹 Revenue: $1.22B$1.24B (Est. $1.23B) 🟡 FY25 Guidance (Narrowed) 🔹 Revenue: $4.89B$4.94B (Prior: $4.86B$4.94B; Est. $4.91B) 🟡 🔹 Free Cash Flow Target: Raised to $1.6B (vs. $1.4B in FY24) Strategic Update & Commentary 🔸 Will discontinue operations as registry provider for the .CO TLD 🔸 Will continue to distribute .CO as an accredited registrar 🔸 Expects XX bps headwind to"
X Link @wallstengine 2025-08-07T20:14Z 94.1K followers, 8270 engagements
"$EAT Brinker International Q4'25 Earnings Highlights 🔹 Revenue: $1.44B (Est. $1.44B) 🟡; +21.0% YoY 🔹 EPS: $XXXX (Est. $2.44) 🟢 🔹 Comp. Sales: +21.3% overall; Chilis +23.7% Maggianos -XXX% FY26 Guide: 🔹 EPS: $9.90$10.50 (Est. $8.87) 🟢 🔹 Revenue: $5.6B$5.7B (Est. $5.36B) 🟢 🔹 Capex: $270M$290M Other Metrics: 🔹 Restaurant Operating Margin: XXXX% vs. XXXX% YoY 🔹 Operating Income Margin: XXX% vs. XXX% YoY 🔹 Adjusted EBITDA: $212.4M vs. $141.8M YoY 🔹 Net Income: $107M vs. $57.3M YoY 🔹 Additional $400M added to share repurchase program (total $507M) 🔹 Chilis traffic +16% sales +24%"
X Link @wallstengine 2025-08-13T11:48Z 94.2K followers, 9247 engagements
"$AAP Advance Auto Parts Q225 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $0.53) 🟢; +11% YoY 🔹 Revenue: $2.0B (Est. $1.97B) 🟢; -X% YoY 🔹 Comparable Store Sales: +0.1% YoY 🔹 Returned to profitability after prior losses FY25 Guide: 🔹 Adj EPS: $1.20$2.20 (Est. $1.85) 😐 🔹 Revenue: $8.52B$8.60B (Est. $8.52B) 😐 🔹 Comparable Store Sales: +0.5% to +1.5% 🔹 Capex: $300M 🔹 Free Cash Flow: $(85)M to $(25)M Other Metrics: 🔹 Operating Income: $22M (Adj. $61M; XXX% margin) 🔹 Gross Margin: XXXX% (Adj. 43.8%) vs. XXXX% YoY 🔹 SG&A: XXXX% of sales (Adj. 40.7%) vs. XXXX% YoY 🔹 Net Cash Used in"
X Link @wallstengine 2025-08-14T10:53Z 94.5K followers, 8518 engagements
"Today's Key Events (All EST) 08/19/2025 08:30: US Housing Starts 08:55: US Redbook YoY 10:00: Fed's Bowman 14:10: Fed's Bowman Before Open 👇 05:30: $XPEV 06:00: Home Depot $HD 06:00: Amer Sports $AS 06:30: Premier $PINC 06:45: Medtronic $MDT 07:00: Viking $VIK 07:00: Opera $OPRA After Hours 👇 16:05: Keysight Technologies $KEYS 16:10: Jack Henry & Associates $JKHY 16:15: La-Z-Boy $LZB 16:15: Auna $AUNA 16:30: Toll Brothers $TOL 17:35: James Hardie Industries $JHX 18:00: $ZTO Express 20:15: $SQM"
X Link @wallstengine 2025-08-19T06:50Z 94.2K followers, 7612 engagements
"Charlotte Business Journal reports Truist Financial $TFC has settled a lawsuit that accused the bank of secretly tracking visitors on its website in violation of California privacy laws. Terms of the settlement were not disclosed and the case is expected to be dismissed within two months"
X Link @wallstengine 2025-08-19T10:28Z 94.1K followers, 7156 engagements
"Lucid Group $LCID will execute a 1-for-10 reverse stock split effective Aug. XX 2025 with trading on a split-adjusted basis starting Sept. 2"
X Link @wallstengine 2025-08-21T20:11Z 94.2K followers, 13K engagements
"Tokyo Gas is in talks with Venture Global $VG for a 20-year deal to buy 1M tonnes of LNG annually from the CP2 export facility. Supply would come from phase X of the plant expected online in late 2028"
X Link @wallstengine 2025-08-25T13:48Z 94.4K followers, 8093 engagements
"THE S&P INDEX $SPY IS REBALANCING AppLovin $APP Robinhood $HOOD and Emcor Group $EME to join the S&P XXX replacing Enphase Energy $ENPH Caesars Entertainment $CZR and MarketAxess $MKTX. $UBER will enter the S&P XXX replacing Charter Communications $CHTR. Nutanix $NTNX and TransUnion $TRU will move to the S&P MidCap XXX. Effective: Before the markets open on Sept. 22nd. Heres the full list of rebalancing changes 👇"
X Link @wallstengine 2025-09-05T21:40Z 94.4K followers, 48.4K engagements
"Texas Capital Securities said Californias draft SB-237 is a significant positive for Berry Corporation $BRY and California Resources Corporation $CRC"
X Link @wallstengine 2025-09-10T17:23Z 94.2K followers, 7984 engagements
"OpenAI just rolled out Instant Checkout inside ChatGPT letting U.S. users buy products directly in the chat without leaving the app. The feature launches today with Etsy sellers and will expand soon to over a million Shopify merchants including Glossier SKIMS Spanx and Vuori per Bloomberg. It runs on Stripes new Agentic Commerce Protocol which OpenAI is open-sourcing so any retailer can integrate. Purchases stay entirely inside ChatGPT product search selection and payment with OpenAI taking a small fee from merchants"
X Link @wallstengine 2025-09-29T17:12Z 94.2K followers, 53.6K engagements
"$COTY launched a strategic review of its $1.6B consumer beauty unit including CoverGirl Rimmel Sally Hansen Max Factor and its $400M Brazil business. At the same time Coty is integrating Prestige and Mass Fragrance operations which now represent XX% of sales"
X Link @wallstengine 2025-09-30T10:33Z 94.2K followers, 6935 engagements
"Samsung & SK Hynix signed agreements to supply chips and gear for OpenAIs Stargate supercomputer project with demand projected at 900000 wafers/month more than double current global HBM capacity. Samsung affiliates will also partner on data centers including offshore floating sites while SK Telecom and OpenAI plan a dedicated Korean data center. Source: Bloomberg"
X Link @wallstengine 2025-10-01T10:19Z 94.3K followers, 19.6K engagements
"Peloton $PTON unveiled Peloton IQ an AI + computer vision system for personalized training and launched its new Cross Training Series lineup: Bike Bike+ Tread Tread+ and Row+ all with swivel screens. Plus models add cameras Sonos audio and voice control. Membership prices rise in October"
X Link @wallstengine 2025-10-01T12:19Z 94.4K followers, 7506 engagements
"$AMC eliminated $39.9M in debt tied to its July 2025 creditor deal bringing total reduction to $183M with no new shares or cash used"
X Link @wallstengine 2025-10-01T12:33Z 94K followers, 6651 engagements
"Ford $F Q3 U.S. sales rose XXX% to 545522 vehicles. F-Series up XXX% to 207732 still Americas top truck. EV + hybrid sales jumped XXXX% to 85789 now XXXX% of mix. Expedition had best Q3 in XX yrs (+47%) Maverick hit record 34848. Ford Pro subs up XX% to 815K BlueCruise passed 7M hours"
X Link @wallstengine 2025-10-01T13:27Z 94K followers, 7677 engagements
"Polymarket traders put XX% odds on the current federal shutdown lasting 1029 days If it runs longer it would be the 2nd longest ever (record was XX days in 2018) Key upcoming data at risk of suspension: Jobless claims Nonfarm payrolls CPI & PPI; Retail sales housing starts"
X Link @wallstengine 2025-10-01T16:14Z 94.1K followers, 52.3K engagements
"MediaTeks ASIC plans are seeing delays. Reports say $META's new chip orders remain uncertain due to a technical issue while $GOOGL's order isnt finalized yet and wont officially tape out until at least October. Mass production now looks unlikely before the second half of 2026. MediaTek hasnt been active in the high-speed computing ASIC market for long and competition is intense. Metas Arke orders could influence revenue further out in 2027 but Googles orders will have a direct impact on 2026 revenue. Source: DigiTimes"
X Link @wallstengine 2025-10-02T10:36Z 94.1K followers, 11.8K engagements
"Berkshire Hathaway is officially buying Occidental Petroleums OxyChem unit for $XXX billion in cash. Occidental $OXY will use about $XXX billion of the proceeds to reduce debt and move toward its goal of cutting principal debt below $XX billion after the CrownRock acquisition. OxyChem which produces commodity chemicals used in water treatment healthcare and construction will become a Berkshire subsidiary. The deal is expected to close in the fourth quarter of 2025 pending approvals"
X Link @wallstengine 2025-10-02T11:14Z 94.2K followers, 17.3K engagements
"$UBER has acquired Belgian startup Segments AI to strengthen its data-labeling unit Uber AI Solutions. The Y Combinator-backed firm specializes in labeling sensor data for autonomous driving and is cash-flow positive. Terms werent disclosed but Uber says the deal will boost its lidar and multi-sensor annotation capabilities and expand its client base as it pushes deeper into AI services"
X Link @wallstengine 2025-10-02T19:41Z 94.4K followers, 11.4K engagements
"U.S. Sept ISM Services PMI 👇 ISM Services PMI: XXXX (Est. XXXX Prev. 52.0) ISM Business Activity: XXXX (Lowest since 2020) ISM New Orders: XXXX (Est. 54.0) ISM Employment: XXXX (Est. 46.6) ISM Prices Paid: XXXX (Est. 68.0)"
X Link @wallstengine 2025-10-03T14:01Z 94.5K followers, 43.1K engagements
"PayPal $PYPL is rolling out X% cash back on Buy Now Pay Later purchases through year-end covering both in-store and online. The company is also expanding Pay Monthly to in-store use in the U.S. giving shoppers a virtual card to spend within XX hours"
X Link @wallstengine 2025-10-06T09:24Z 94.1K followers, 63.7K engagements
"Eli Lilly $LLY will invest over $1B in India to expand manufacturing through local partners boosting supply of obesity diabetes Alzheimers cancer and autoimmune drugs Reuters reports"
X Link @wallstengine 2025-10-06T10:37Z 94.2K followers, 14.7K engagements
"Fifth Third $FITB is buying Comerica $CMA in an all-stock $10.9B deal valuing CMA at $82.88/shr a XX% premium to its 10-day VWAP. The merger will create the 9th-largest US bank with $288B in assets set to close end of Q1 2026"
X Link @wallstengine 2025-10-06T10:39Z 94.4K followers, 22.9K engagements
"SEMAFOR says the US and Ukraine are working on a deal where Kyiv would share its drone technology with Washington in return for arms sales. $AVAV $KTOS $PLTR $AIRO $RCAT $PDYN"
X Link @wallstengine 2025-10-06T11:42Z 94.4K followers, 11.5K engagements
"$AMD CEO: deal with OpenAI will be immediately accretive to adjusted earnings per share immediately from first revenue"
X Link @wallstengine 2025-10-06T12:16Z 94.2K followers, 15.1K engagements
"CHATGPT NOW HAS 800M WEEKLY USERS - ALTMAN"
X Link @wallstengine 2025-10-06T17:18Z 94.5K followers, 134.6K engagements
"ChatGPT launch partners (app available inside it): $BKNG $TGT $COUR $EXPE $FIG $SPOT $ZG $TGT $CART $PTON $TRIP $UBER"
X Link @wallstengine 2025-10-06T17:28Z 94.4K followers, 31.3K engagements
"APPLOVIN $APP HAS BEEN PROBED BY SEC OVER DATA-COLLECTION PRACTICES"
X Link @wallstengine 2025-10-06T19:42Z 94.2K followers, 64.7K engagements
"Citadel Securities has started processing trades for small and mid-tier banks aiming to give them better pricing on fixed-income securities. President Jim Esposito said the firm is building a mid-tier liquidity ecosystem to help these banks compete with larger players like JPMorgan and Goldman Sachs"
X Link @wallstengine 2025-10-06T20:10Z 94.5K followers, 11.4K engagements
"WSJ: A fire at Novelis Oswego NY plant which supplies about XX% of U.S. auto aluminum will disrupt production for months. Ford $F the biggest buyer may flag risks to its F-150 line in upcoming earnings. Toyota Stellantis and Hyundai also source from the facility"
X Link @wallstengine 2025-10-07T03:32Z 94.1K followers, 26K engagements
"FED'S DALY ON AI: AI bubble not a threat to financial stability. AI could make country more productive. I am not seeing evidence of mass job replacement by A. I see more tech in place of hiring as the economy slows - Axios"
X Link @wallstengine 2025-10-07T11:08Z 94.2K followers, 10.3K engagements
"OpenAI has now locked in roughly $X trillion worth of computing deals this year with $NVDA $AMD $ORCL and $CRWV covering more than XX gigawatts of AI capacity over the next decade. For context thats about the output of XX nuclear reactors. Each 1GW of AI compute build-out runs close to $50B. Financial Times estimates: $500B for Nvidia $300B for AMD $300B for Oracle $22B+ already disclosed by CoreWeave All told it raises the big question: where is all this money coming from"
X Link @wallstengine 2025-10-07T11:27Z 94.2K followers, 146K engagements
"$DELL raised its long-term outlook now guiding for XX% annual sales growth through FY2030 (vs XX% prior) and at least XX% EPS growth (vs X% prior) The company has built a $20B AI business in two years and pledged to keep raising its dividend 10%+ annually through 2030 $SMCI"
X Link @wallstengine 2025-10-07T12:33Z 94.2K followers, 20.7K engagements
"Qualcomm $QCOM is buying Italian hardware maker Arduino known for its low-cost circuit boards used in robotics labs and prototypes. Arduino will operate as an independent subsidiary. First new product: an Arduino board powered by a Qualcomm chip priced at $4555"
X Link @wallstengine 2025-10-07T14:19Z 94.3K followers, 11.9K engagements
"Per the information report: In some cases Oracle $ORCL is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidias chips. Internal documents show the fast-growing cloud business has had razor-thin gross profit margins"
X Link @wallstengine 2025-10-07T15:11Z 94K followers, 29.9K engagements
"$JPM CEO DIMON: FOR $2B EXPENSE WE HAVE ABOUT $2B COST SAVINGS FROM AI & IT'S THE TIP OF THE ICEBERG JPM IS GETTING BETTER WITH AI THERE IS A LOT OF MERGER TALK FIREPOWER IN THE MARKET CONSUMERS OK BUT RECESSION 'COULD HAPPEN' IN 2026 SHUTDOWN IS NOT A WAY TO RUN A RAILROAD"
X Link @wallstengine 2025-10-07T16:01Z 94.4K followers, 17.3K engagements
"Trump administration is weighing another $12B in cuts to clean energy projects including carbon removal and hydrogen efforts from Chevron and Occidental. Total proposed cuts now near $24B. - Semafor"
X Link @wallstengine 2025-10-07T17:38Z 94.1K followers, 12.8K engagements
"The U.S. Department of Energy is considering revoking nearly $1.1B in grants for $GM Stellantis $STLA for auto plant retooling according to a Reuters report"
X Link @wallstengine 2025-10-07T18:53Z 94K followers, 11.8K engagements
"APPLIED MATERIALS $AMAT $ASML FUELED CHINA CHIP PRODUCTION - HOUSE CMTE: BLOOMBERG"
X Link @wallstengine 2025-10-07T19:04Z 94.5K followers, 17.3K engagements
"$NVDA CEO Huang told CNBC that while $ORCL Nvidia cloud margins may look thin now when you first ramp up a new technology theres every possibility that u might not make money in the beginning but over the life of the system theyll be wonderfully profitable He added that running Nvidia systems at Oracles scale is not easy calling them giant supercomputers that require land power cooling and complex operations"
X Link @wallstengine 2025-10-07T21:09Z 94.3K followers, 179.8K engagements
"S&P XXX $SPY is trading near all-time highs. Gold futures tapped $4000. Bitcoin is back at record levels. The markets on fire and interest in learning about stocks on Whop is right there with it. Sales jumped XX% just today"
X Link @wallstengine 2025-10-07T21:34Z 94.1K followers, 27.3K engagements
"$RKLB signed a new agreement with Japans iQPS for X dedicated Electron missions. iQPS has already launched X satellites on Electron with X more scheduled. This adds X more missions making Rocket Lab the primary launch provider for iQPSs Earth-imaging constellation"
X Link @wallstengine 2025-10-07T21:57Z 94.1K followers, 16.7K engagements
"Confluent $CFLT is exploring a sale after attracting interest from private equity and tech firms per reuters"
X Link @wallstengine 2025-10-08T09:04Z 94.4K followers, 9210 engagements
"Evercore ISI on $DPZ (Outperform PT $520): Its tough to be a Dominos competitor in 2025 "Our Dominos 3Q same-store sales (SSS) estimate is significantly ahead of Pizza Huts 3Q U.S. SSS estimate of -6%. We believe Dominos share gains within pizza are being driven by: X. Leveraging its low-cost leadership with value promotions such as the recurring $XXXX any-size pizza with up to seven toppings X. Ongoing innovation in pizza (e.g. stuffed crust which supports mix improvement) and X. Effective marketing through DoorDash which we estimate provides an annualized SSS lift of XX percentage points"
X Link @wallstengine 2025-10-08T09:20Z 94.1K followers, 8383 engagements
"ALIBABA $BABA SETS UP IN-HOUSE ROBOT AI TEAM QWEN EXECUTIVE SAYS"
X Link @wallstengine 2025-10-08T10:19Z 94.2K followers, 20.6K engagements
"$NVDA CEO: OpenAI doesn't have the money yet for the deal. They will raise through revenues and equity or debt"
X Link @wallstengine 2025-10-08T12:09Z 94K followers, 31.7K engagements
"Polymarket founder Shayne Coplan is now the youngest self-made billionaire on Bloombergs Index. He dropped out of NYU built the platform from his bathroom in 2020 fought off regulators and an FBI raid and now has ICE backing Polymarket with $2B at an $8B valuation"
X Link @wallstengine 2025-10-08T14:52Z 94.3K followers, 25.2K engagements
"SOFTBANKS GRAPHCORE PLANS X BILLION CHIP INVESTMENT IN INDIA"
X Link @wallstengine 2025-10-08T19:13Z 94.1K followers, 9052 engagements
"The worlds largest glove maker Top Glove expects to boost U.S. sales to XX% of total volume by 2027 up from XX% now. The company produces XX Billion gloves annually with North America & Asia as its biggest markets"
X Link @wallstengine 2025-10-09T07:15Z 94.5K followers, 11.4K engagements
"HSBC Downgrades $BE to Hold from Buy Raises PT to $XXX from $XX Analyst comments: "We are raising our TP for Bloom to USD100.00 (from USD44.00) to incorporate a revised exit EV/EBITDA multiple of 20x (from 9.5x previously) on our estimated terminal value beyond 2031e. Our prior estimate reflected the midpoint of the 712x median range for the renewable energy sector but we are raising our estimate for Bloom as the shares have rerated sharply higher. Our revised 20x target is pegged at a premium to the 1015x median range for the clean tech sector which reflects the companys data center and"
X Link @wallstengine 2025-10-09T07:34Z 94.5K followers, 10.8K engagements
"Canaccord Genuity Initiates Coverage on $OKLO with Buy Rating PT $XXX Analyst comments: "Our price target is based on our DCF with our model stretching to 2050. Importantly we assume Oklos reactor buildouts will be financed substantially with debt and further supported by investment tax credits. This financing mix could help bolster long-term returns on capital with potentially minimal requirements for additional equity. As such our assumed WACC is slightly above X% and long-term growth is 6%. Considering the stocks exceptional performance and our concerns about a potential AI market bubble"
X Link @wallstengine 2025-10-09T09:13Z 94.3K followers, 37.7K engagements
"Berenberg Upgrades $DKNG to Buy from Hold Lowers PT to $XX from $XX Analyst comments: "Year-to-date DraftKings has performed well. While numbers have been adjusted downwards due to sports results the company has continued to deliver solid levels of growth and its underlying business has delivered improvements particularly in terms of margin expansion. In H1 DraftKings started to close the gap on FanDuel with its net revenue margin now XX basis points closer year-over-year. This is encouraging given it should help DraftKings close the sports net gaming revenue (NGR) gap to FanDuel (Q2 2025"
X Link @wallstengine 2025-10-09T09:43Z 94.2K followers, 8198 engagements
"NOVO NORDISK $NVO TO BUY AKERO THERAPEUTICS $AKRO FOR $XX A SHARE IN CASH"
X Link @wallstengine 2025-10-09T10:03Z 94.4K followers, 17.7K engagements
"Canaccord Genuity Raises $DOCN PT to $XX from $XX -Buy Analyst comments: "We hosted DigitalOcean CFO Matt Steinfort and Head of Investor Relations Melanie Strate for investor meetings last week in NYC. We've been big believers in the story driven by a refreshed team with a renewed vision and we've contended that were witnessing the early stages of a complete business turnaround even if the market has been slower to catch on. The uniformly upbeat tone during investor meetings aligned with how sentiment has begun to turn on the name in recent weeks following the firms encouraging Q2 results"
X Link @wallstengine 2025-10-09T10:46Z 94.1K followers, 23.3K engagements
"Feds Michael Barr: Uncertainty about both inflation and jobs warrants a cautious approach to any further interest rate cut. Feds inflation goal faces significant risks but also some factors that might mitigate those risks. Current outlook poses challenges for judging stance of monetary policy and deciding the right path forward. Expect Core PCE to exceed X% by year-end"
X Link @wallstengine 2025-10-09T16:55Z 94.1K followers, 8957 engagements
"NANO Nuclear Energy $NNE speaking at the TD Securities Nuclear Conference said they see a huge valuation disconnect compared to peers like NuScale and Oklo. For context: $NNE market cap: $1.94B $SMR market cap: $11B $OKLO market cap: $19.6B"
X Link @wallstengine 2025-10-09T17:50Z 94.2K followers, 36.5K engagements
"JAPAN KOMEITO PLANS TO EXIT COALITION WITH LDP: NHK"
X Link @wallstengine 2025-10-10T06:36Z 94.4K followers, 8765 engagements
"U.S. CPI WILL BE RELEASED ON OCT. 24TH"
X Link @wallstengine 2025-10-10T15:42Z 94.2K followers, 15.8K engagements
"$AAPL is being sued by neuroscientists Susana Martinez-Conde & Macknik in a proposed class action alleging that Apple used pirated books to train its Apple Intelligence AI model. The complaint claims the datasets included their works Champions of Illusion & Sleights of Mind"
X Link @wallstengine 2025-10-10T18:22Z 94.5K followers, 12.7K engagements
"Who called the top this time"
X Link @wallstengine 2025-10-10T21:34Z 94.4K followers, 12.6K engagements
"ASTRAZENECA $AZN GETS THREE-YEAR REPRIEVE FROM TRUMP PHARMA TARIFFS"
X Link @wallstengine 2025-10-10T21:59Z 94.2K followers, 11.4K engagements
"TRUMP ON XI MEETING: I dont knowI am going to attend the summitmight as well meet with him"
X Link @wallstengine 2025-10-10T22:08Z 94.2K followers, 116.7K engagements
"President Trump says dont worry about China it will be all fine. Chinas President Xi just had a bad moment. Says The U.S.A wants to help Chinanot hurt it"
X Link @wallstengine 2025-10-12T17:06Z 94.5K followers, 81.4K engagements
"RBC Capital Upgrades $SFM to Outperform from Sector Perform Lowers PT to $XXX from $XXX Analyst comments: "Since hitting a peak in June SFM shares are down about XX% underperforming grocery peers by roughly XX% and the market by about XX% over that period. With shares now trading at around 9x our 2027 adjusted EBITDA estimate (15x P/E) we believe a comp deceleration on tough comparisons is already priced in and concerns over recent promotional activity are overblown creating a favorable risk/reward setup. Looking beyond the next few quarters we believe low double-digit revenue growth (comps"
X Link @wallstengine 2025-10-13T09:41Z 94K followers, 8157 engagements
"BESSENT: We don't want to decouple but China is sending a decoupling message. Everything's on the table incl. delisting China ADRs but confident that this can be de-escalated If not we have substantial levers we can pull. We could move more aggressively than how China has"
X Link @wallstengine 2025-10-13T11:15Z 94.5K followers, 131.1K engagements
"GOLDMAN SACHS $GS HAS LOST MORE THAN A DOZEN SENIOR BANKERS: RTRS"
X Link @wallstengine 2025-10-13T13:56Z 94.1K followers, 14.3K engagements
"Power Integrations $POWI unveiled new high-voltage GaN chips for 800V DC AI data centers publishing details at the 2025 OCP Global Summit. The company said its 1250V PowiGaN switches hit over XX% efficiency outperforming 650V GaN and 1200V SiC devices in power density and system simplicity. Its also working with $NVDA on megawatt-scale server rack power architecture to cut copper use and improve rack design. Power Integrations claims its the only firm currently shipping 1250V and 1700V GaN switches in volume with over XXX million GaN devices deployed since its 2018 debut. Moving to an 800V DC"
X Link @wallstengine 2025-10-13T15:31Z 94.5K followers, 14K engagements
"$AAPL said iPhone Air pre-orders will open in China this Friday Oct XX after Chinese telecom operators received approval to offer eSIM services. The iPhone Air starting at 7999 ($1121) will be the only iPhone model in China supported by eSIM. China Mobile China Telecom and China Unicom were cleared to provide trial eSIM services according to an announcement from the industry ministry"
X Link @wallstengine 2025-10-13T16:06Z 94.5K followers, 12.5K engagements
"Banks kick off earnings tomorrow. Make sure youve got notifications on and follow me @wallstengine for earnings highlights on all key reports as they come out. 06:00 $BLK 06:05 $DPZ 06:20 $JNJ 06:35 $JPM 07:00 $WFC 07:30 $GS 08:00 $C"
X Link @wallstengine 2025-10-13T20:58Z 94.2K followers, 20.4K engagements
"$AAPL officially dropped the + from Apple TV+ rebranding its streaming platform simply as Apple TV the same name used for its hardware device and app"
X Link @wallstengine 2025-10-13T22:42Z 94K followers, 13.2K engagements
"Reuters reports that Chinese rare earth magnet exporters have faced tighter scrutiny on export license approvals since September weeks before Beijing expanded rare earth export controls. Sources said applications are increasingly being returned for additional information with approvals taking longer though still within the Commerce Ministrys 45-business-day window. The scrutiny level is similar to April during the height of the U.S.-China trade tensions when license delays caused magnet shortages for automakers. Chinas rare earth exports fell XX% in September and foreign clients are now"
X Link @wallstengine 2025-10-14T08:12Z 94.4K followers, 72.9K engagements
"$BLK BlackRock Q325 Earnings Highlights 🔹 Revenue: $6.51B (Est. $6.34B) 🟢 🔹 Adj EPS: $XXXXX (Est. $11.47) 🟢 🔹 AUM: $13.464T (Est. $13.37T) 🟢 🔹 Net Inflows: $204.64B (Est. $181.92B) 🟢 🔹 Equity Net Inflows: $45.98B (Est. $59.93B) 🔴 Q3 Segment: 🔹 Total Net Flows: $205B; Long-term: $171B; Record iShares ETFs net inflows: $153B 🔹 Technology services & subscriptions: $515M; UP vs. prior year 🔹 Alternatives performance fees: UP YoY aided by HPS transaction Other Q3 Metrics 🔹 Operating Income (Adj.): $2.62B; UP +23% YoY 🔹 Operating Margin (Adj.): XXXX% 🔹 Share repurchases: $375M 🔹"
X Link @wallstengine 2025-10-14T10:06Z 94.1K followers, 19.7K engagements
"Walmart $WMT announced a partnership with OpenAI to let customers shop directly through ChatGPT using a new Instant Checkout feature. Users will be able to buy from Walmart and Sams Club just by chatting with the AI"
X Link @wallstengine 2025-10-14T13:18Z 94.3K followers, 22K engagements
"CITI $C HAS NO EXPOSURE TO WIDELY REPORTED DISTRESSED NAMES: CFO"
X Link @wallstengine 2025-10-14T13:20Z 94.5K followers, 9444 engagements
"OPENAI AND SUR ENERGY AGREE TO EXPLORE A BIG DATA CENTER PROJECT IN ARGENTINA THROUGH A LETTER OF INTENT"
X Link @wallstengine 2025-10-14T14:07Z 94.2K followers, 32.1K engagements
"Stifel analyst Jonathan Siegmann raised his price target on Kratos Defense & Security $KTOS to $XXX from $XX while maintaining a Buy rating"
X Link @wallstengine 2025-10-14T20:33Z 94.3K followers, 12.3K engagements
"KeyBanc Upgrades $MGY to Overweight from Sector Weight PT $XX Analyst comments: "We see an unprecedented amount of defensive characteristics from Magnolia with low leverage (0.1x) a balanced hydrocarbon production skew (41% oil XX% liquids) and a consistent durable cash return framework since its 2018 de-SPAC. We see management's biggest challenge as avoiding painting itself as a growth company given its self-imposed reinvestment cap (55% of EBITDA) can fund double-digit production growth if the market calls for it. We believe a XX turn multiple premium to peers on 2026E EV/EBITDA for these"
X Link @wallstengine 2025-10-15T08:52Z 94K followers, 7040 engagements
"Rothschild Redburn Downgrades $GEV to Sell from Neutral PT $XXX Analyst comments: "After much soul-searching and analysis we conclude that GE Vernovas current share price discounts a margin outlook that is implausibly positive in the long term and we downgrade to Sell with a target price of $XXX. Catalysts for the Sell recommendation on GE Vernova to work are elusive amid thematic momentum and timing is challenging. However the gas turbine market has historically been highly variable and demand conditions for Siemens Energys and GE Vernovas products reflect customer sentiment i.e. man-made"
X Link @wallstengine 2025-10-15T08:53Z 94K followers, 11.7K engagements
"NSCALE TO BUILD MASSIVE TEXAS AI HUB WITH MICROSOFT Nscale will deploy 104000 $NVDA GB300 GPUs in a XXX MW facility in Texas under a new agreement with $MSFT opening in Q3 2026. The project is part of a broader contract totaling 200000 GPUs spanning the U.S. and Europe"
X Link @wallstengine 2025-10-15T09:13Z 94K followers, 16K engagements
"Guggenheim Initiates Coverage on $UBER with Buy Rating PT $XXX Analyst comments: "Our BUY thesis is underpinned by the companys asset base consisting of industry-leading 1) network 2) technology and 3) brand equity. Ubers multi-platform network is over 3x that of the next gig peer with reach positioning the rideshare leader for increased Autonomous Vehicle (AV) adoption (i.e. Big Wheels Keep on Turnin). We believe the AV debate will remain a key driver of sentiment with bulls highlighting market expansion potential and bears arguing disintermediation risk (we believe both will prove true; see"
X Link @wallstengine 2025-10-15T09:16Z 94.3K followers, 11.3K engagements
"$ASML CFO Roger Dassen said the company is well prepared for Chinas new rare-earth export rules and has already secured the materials it needs for the coming months. We have long lead times and therefore also in our supply chain we make sure that we have the materials in that we need for the next couple of months Dassen told reporters after ASMLs Q3 results"
X Link @wallstengine 2025-10-15T10:22Z 94K followers, 29.7K engagements
"$BAC Bank of America Q3'25 Earnings Highlights 🔹 Revenue: $28.1B (Est. $27.59B) 🟢; UP +11% YoY 🔹 EPS: $XXXX (Est. $0.95) 🟢; UP +31% YoY 🔹 NII: $15.2B ($15.4B FTE) (Est. $15.03B) 🟢; UP +9% YoY Guidance: 🔸 Q4 NII (FTE): $15.6B to $15.7B Q3 Operating Metrics: 🔹 Provision for Credit Losses: $1.3B; DOWN -XX% YoY 🔹 Net Charge-Offs: $1.37B (Est. $1.52B) 🟢; DOWN -XX% YoY 🔹 Noninterest Expense: $17.3B; UP +5% YoY 🔹 Total Loans: $1.17T (Est. $1.16T) 🟢; UP +8% YoY 🔹 Total Deposits: $2.00T (Est. $2.02T) 🔴; UP +4% YoY 🔹 Average Deposits: $1.99T; UP +4% YoY 🔹 Average Loans and Leases:"
X Link @wallstengine 2025-10-15T10:52Z 94.1K followers, 11.6K engagements
"$MS Morgan Stanley Q3'25 Earnings Highlights 🔹 Revenue: $18.2B (Est. $16.7B) 🟢; UP +18% YoY 🔹 EPS: $XXXX (Est. $2.09) 🟢; UP +49% YoY 🔹 Net Income: $4.6B; UP +45% YoY Wealth Management: 🔹 Net Revenue: $8.2B (Est. $7.8B) 🟢; UP +13% YoY 🔹 Pre-tax Income: $2.5B; UP +27% YoY 🔹 Pre-tax Margin: XXXX% 🔹 Asset Management Revenue: $4.8B; UP +12% YoY 🔹 Net Interest Income: $2.0B; UP +12% YoY 🔹 Fee-based Client Assets: $2.7T; UP +15% YoY 🔹 Fee-based Asset Flows: $41.9B; UP +17% YoY 🔹 Net New Assets: $81.0B; UP +27% YoY 🔹 Loans: $173.9B; UP +12% YoY Investment Management: 🔹 Net Revenue:"
X Link @wallstengine 2025-10-15T11:34Z 94.2K followers, 11.5K engagements
"$ABT Abbott Q3'25 Earnings Highlights 🔹 Adj EPS: $XXXX (Est. $1.30) 🟢 🔹 Revenue: $11.37B (Est. $11.4B) 🔴; UP +6.9% YoY 🔹 Organic Sales Growth: +5.5% (or +7.5% excl. COVID-19 testing) Full-Year 2025 Guidance (Reaffirmed): 🔹 Organic Sales Growth: XXX% to XXX% (excl. COVID-19 testing) 🔹 Organic Sales Growth: XXX% to XXX% (incl. COVID-19 testing) 🔹 Adj EPS: $XXXX to $XXXX (midpoint reaffirmed range narrowed) Q3 Operating Metrics: 🔹 Reported Operating Margin: XXXX% 🔹 Adjusted Operating Margin: 23.0%; UP +40 bps YoY 🔹 U.S. Sales: $4.30B; UP +2.3% YoY 🔹 International Sales: $7.07B; UP"
X Link @wallstengine 2025-10-15T11:35Z 94.1K followers, 8987 engagements
"US TRSY SEC BESSENT: CHINA TRYING TO BACKFILL NARRATIVE ON RARE EARTH MOVE CHINESE WERE PLANNING TO ERECT NEW BARRIERS WE DON'T WANT TO ESCALATE BUREAUCRATS IN CHINA CANNOT MANAGE THE SUPPLY CHAIN MANUFACTURING PROCESS FOR REST OF WORLD U.S. HAS LOTS OF LEVERS THAT IT CAN PULL ON CHINA TRADE"
X Link @wallstengine 2025-10-15T12:31Z 94K followers, 17.9K engagements
"Evercore ISI raised its price target on Broadcom $AVGO to $XXX from $XXX keeping an Outperform rating. The firm said the OpenAI deal for 10GW of custom AI accelerators could add $2$6 to FY2029 EPS estimating $XX EPS power discounted back three years at 38x P/E. Evercore believes the partnership confirms Broadcoms position as a premier custom-AI XPU supplier with its Ethernet and XPU systems likely powering OpenAIs inference workloads"
X Link @wallstengine 2025-10-15T14:30Z 94.1K followers, 11.7K engagements
"US Tsy. Sec. Bessent urged the World Bank to end support for China said securing critical mineral supply chains is a U.S. priority and pushed the Bank to finance reliable energy sources. He also called for ending the XX% climate co-benefits financing target"
X Link @wallstengine 2025-10-15T17:16Z 94.3K followers, 22.6K engagements
"A U.S. judge has temporarily blocked the Trump administration from laying off workers at 30+ federal agencies during the government shutdown. The ruling prevents federal firings across those agencies for now"
X Link @wallstengine 2025-10-15T18:35Z 94.1K followers, 10.1K engagements
"Anthropic expects annualized revenue of $X Billion by end-2025 and a base-case of $20B in 2026 per Reuters"
X Link @wallstengine 2025-10-15T18:45Z 94.2K followers, 13.2K engagements
"BofA Maintains Underperform Rating on $HIMS Views Menopause Launch Positively Analyst comments: "Todays news was well signaled by the company but we view the official launch of the menopause/perimenopause offering as an incremental positive. It ultimately helps expand the total addressable market for HIMS and enhances the Hers brand in a category with growing demand. We previously estimated the menopause market could represent another XX million incremental patients implying a multi-billion dollar addressable market (Exhibit 1). The Hers offering has expanded significantly over the last two"
X Link @wallstengine 2025-10-15T19:01Z 94.2K followers, 17.9K engagements
"$AAPL AI division just took another hit. Bloomberg reports that Ke Yang who was recently promoted to lead Apples new Answers Knowledge and Information (AKI) team the group building a ChatGPT-like web search system for Siri is leaving to join $META Yangs exit comes only weeks after taking over from Robby Walker and follows a string of senior AI departures including Ruoming Pang Frank Chu and Chong Wang who have all joined Metas expanding Superintelligence Labs. The AKI team which is key to Apples planned March Siri overhaul will now report to Benoit Dupin under John Giannandreas AI group."
X Link @wallstengine 2025-10-15T23:08Z 94.2K followers, 13.5K engagements
"Retail traders have been on an incredible streak XX straight weeks of net call buying hitting a record high last week according to Citadel Securities"
X Link @wallstengine 2025-10-15T23:13Z 94.4K followers, 18.6K engagements
"TSMC CEO: N2 on track for volume production later this quarter with a faster ramp in 2026; N2P slated for volume in 2H 2026; A16 on track for volume in 2H 2026; preparing several X nm fabs in Taiwan. $TSM"
X Link @wallstengine 2025-10-16T06:27Z 94.5K followers, 4332 engagements
"FRENCH PRIME MINISTER LECORNU SURVIVES FIRST NO-CONFIDENCE MOTION; XXX VOTES BELOW THE XXX NEEDED"
X Link @wallstengine 2025-10-16T09:43Z 94.4K followers, 8338 engagements
"Bernstein called $HPE's guidance "underwhelming" FY26 EPS $2.202.40 came below consensus $XXXX while FY28 $X is roughly inline. The $1B Juniper synergy target is seen as a show-me story and leverage reduction plans (3x2x by FY27) limit near-term shareholder returns"
X Link @wallstengine 2025-10-16T10:19Z 94.5K followers, 7567 engagements
"Piper Sandler Reiterates Overweight Rating on $CELH PT at $XX Analyst comments: "We continue to believe Celsius remains well positioned near and long-term. While it may have some noise near-term from tariffs flowing into COGS and a distribution change for Alani Nu these have been well communicated (and Alani Nu's mid-quarter transition should minimize disruptions at least from a timing shift/reporting point of view). The positives remain clear as we have strong visibility on distribution gains in its Spring shelf resets driven by its new category captain role in the space. It also continues"
X Link @wallstengine 2025-10-16T10:43Z 94.5K followers, 24.9K engagements
"FED'S WALLER: I HAD A GREAT MEETING WITH SEC. BESSENT"
X Link @wallstengine 2025-10-16T11:34Z 94.4K followers, 7571 engagements
"Goldman Sachs reports multi-manager hedge funds now manage $425B up XX% in 2025 outpacing the rest of the hedge fund industry at 4%. Top traders at firms like Citadel and Millennium are now taking home XX% of profits with some earning over $100M"
X Link @wallstengine 2025-10-16T11:36Z 94.5K followers, 7922 engagements
"$CELH hitting new 52-week highs after Piper Sandler reiterated confidence in its near- and long-term setup"
X Link @wallstengine 2025-10-16T13:52Z 94.5K followers, 17K engagements
"$S SentinelOne Q3 Earnings Highlights: 🔹 EPS: $XXXX (Est. $0.01) 🔴 🔹 Revenue: $210.6M (Est. $209.73M) 🟢; UP +28% YoY 🔹 ARR: $859.7M; UP +29% YoY FY25 Guidance: 🔹 Revenue: $818M (Est. $815.9M) 🟢; UP +32% YoY 🔹 Non-GAAP Gross Margin: XX% 🔹 Non-GAAP Operating Margin: -X% Q4 Guidance: 🔹 Revenue: $222M 🔹 Non-GAAP Gross Margin: XX% 🔹 Non-GAAP Operating Margin: -X% Profitability Metrics: 🔹 GAAP Gross Margin: XX% (vs. XX% YoY) 🔹 Non-GAAP Gross Margin: XX% (vs. XX% YoY) 🔹 GAAP Operating Margin: -XX% (Improved from -XX% YoY) 🔹 Non-GAAP Operating Margin: -X% (Improved from -XX% YoY) 🔹"
X Link @wallstengine 2024-12-04T21:14Z 94.6K followers, 23.9K engagements
"$S SentinelOne Q2 Earnings Highlights: 🔹 Revenue: $242.18M (Est. $242.16M) 🟡; +22% YoY 🔹 EPS: $XXXX (Est. $0.03) 🟢; UP +$0.01 YoY 🔹 ARR: $1.0B; UP +24% YoY Q3 Guidance: 🔹 Revenue: $256M (Est. $255.4M) 🟢 🔹 Non-GAAP Gross Margin: XXXX% 🔹 Non-GAAP Operating Margin: X% FY26 Guidance: 🔹 Revenue: $998-$1002M (Est. $998.6M) 🟡; Midpoint $1.0B 🔹 Non-GAAP Gross Margin: 78.5%-79% 🔹 Non-GAAP Operating Margin: X% Q2 Metrics: 🔹 Adj Gross Margin: 79%; DOWN -X ppt YoY 🔹 Non-GAAP Operating Margin: 2%; UP +5 ppt YoY Q2 Customer Metrics: 🔹 Customers with ARR $100K+: 1513; UP +23% YoY 🔹 GAAP Net"
X Link @wallstengine 2025-08-28T20:18Z 94.6K followers, 10.2K 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 $736M. The shares were acquired via the Elon Musk Revocable Trust. This marks his first insider buy since 2020"
X Link @wallstengine 2025-09-15T10:18Z 94.6K followers, 219.2K engagements
"$CROX shares are trading higher today following the launch of Crocs' HeyDudes new campaign starring Sydney Sweeney"
X Link @wallstengine 2025-09-26T16:35Z 94.6K followers, 75.2K engagements
"$NVDA CEO: MY FAVORITE RECENT INVESTMENT WAS $CRWV COREWEAVE; ONLY REGRET IS I DIDNT INVEST ENOUGH"
X Link @wallstengine 2025-10-08T12:19Z 94.6K followers, 95.2K engagements
"CoreWeave $CRWV launched Serverless RL the first fully managed reinforcement learning platform. It scales across dozens of GPUs integrates with Weights & Biases and charges per token rather than full infra. Benchmarks: 1.4x faster training XX% lower cost vs local H100s"
X Link @wallstengine 2025-10-08T17:04Z 94.6K followers, 50.7K engagements
"CIRCULAR FINANCING IS FUELING THE AI BOOM"
X Link @wallstengine 2025-10-08T17:29Z 94.6K followers, 27.8K engagements
"CoreWeave insiders and early investors have cashed out more than $X billion since the IPO in March. Insiders hassold about $X billion after the lockup lifted in August while lead investor Magnetar trimmed $XXX billion but still holds over 20%. Seven of the ten biggest insider sellers last quarter came from AI companies. Interesting"
X Link @wallstengine 2025-10-10T14:22Z 94.6K followers, 24.5K engagements
"China called the U.S. comments on Argentina Cold War-era intervention after Treasury Secretary Scott Bessent said President Milei was committed to getting China out. Beijings embassy in Buenos Aires accused Washington of recurrent bullying of Latin American nations as the U.S. offered Argentina a $XX billion aid package ahead of Mileis White House visit. China currently backs Argentina with an $XX billion swap line and key infrastructure projects including a space launch site in Patagonia"
X Link @wallstengine 2025-10-11T19:46Z 94.6K followers, 39.3K engagements
"Goldman Sachs Downgrades $PYPL to Sell from Neutral Sets PT at $XX Analyst comments: "We are downgrading shares of PYPL to Sell with a $XX price target. We believe PYPL faces several Transaction Margin headwinds next year including: 1) continued interest rate headwinds; 2) lapping of the reacceleration of their credit products; and 3) the lapping of targeted repricing benefits in Braintree. Additionally we see less line of sight for branded checkout re-acceleration in the near term given softer trends in Germany tariff/de minimis-related disruptions in the U.S. and ongoing competition versus"
X Link @wallstengine 2025-10-13T08:47Z 94.6K followers, 79K engagements
"JPMorgan is launching a $XXX trillion financing initiative over the next decade to back industries vital to U.S. national security and economic independence. As part of the effort $JPM will make direct equity investments of up to $XX billion in U.S. companies and expand its banker network. The plan focuses on supply chain resilience defense and aerospace energy independence and frontier tech like AI and quantum computing. CEO Jamie Dimon said the U.S. had become too reliant on unreliable sources of critical minerals products and manufacturing calling for faster policy action and investment."
X Link @wallstengine 2025-10-13T10:06Z 94.6K followers, 171.9K engagements
"U.S. TREASURY SECRETARY BESSENT ON CHINA TRADE: We have aggressively pushed back against Chinas export controls. This was a provocative move. "There was substantial communication over the weekend. There will be lots of staff-level meetings. They are neither going to command nor control us. Weve already been in touch with allies and are meeting with them this week. "This Is China Vs World" "We Won't Let China Export Restrictions Go On" We expect support from India and others. We believe China is open to discussion on this. If not we have substantial levers we can pull. We could move more"
X Link @wallstengine 2025-10-13T11:10Z 94.6K followers, 989.9K engagements
"Taylor Swift announced a six-part docuseries and a new concert film coming to Disney+ $DIS on Dec. XX. The docuseries The Eras Tour The End of an Era will give an inside look at her record-breaking world tour featuring appearances from Gracie Abrams Sabrina Carpenter Ed Sheeran and Florence Welch. Two episodes will drop every week. Alongside it Disney+ will release The Eras Tour The Final Show filmed at Swifts Vancouver tour finale marking the first time fans will see the updated setlist featuring The Tortured Poets Department songs. Swift wrote It was the End of an Era and we knew it. we"
X Link @wallstengine 2025-10-13T12:29Z 94.6K followers, 20.3K engagements
"Apollo Global $APO has reportedly offered $XX per share to acquire Papa Johns $PZZA according to a source cited by Reuters. Talks are said to be in advanced stages with Apollo granted due diligence access. A deal could be finalized within weeks if discussions progress. Its unclear if Irth Capital previously linked to the bid remains involved"
X Link @wallstengine 2025-10-13T18:27Z 94.6K followers, 28.7K engagements
"OpenAI is teaming up with SoftBanks $ARM to design a CPU that will work alongside its upcoming $AVGO Broadcom-built AI chip according to The Information. The Arm CPU is intended to handle more general computing tasks in tandem with GPUs while the OpenAIBroadcom chip will focus on AI inference workloads with production expected to begin in late 2026. The chips will be manufactured by TSMC and both companies are testing early samples now. OpenAI CEO Sam Altman is also urging TSMC to expand capacity to meet demand for OpenAIs growing AI factory network. OpenAI plans to use the new chips to power"
X Link @wallstengine 2025-10-13T22:29Z 94.6K followers, 134K engagements
"Broadcom $AVGO CEO Hock Tan said generative AI could grow its share of global GDP from XX% to XX% as it becomes central to knowledge-based and technology-driven industries"
X Link @wallstengine 2025-10-14T02:16Z 94.6K followers, 86.1K engagements
"Eli Lilly $LLY said its oral GLP-1 drug orforglipron delivered superior blood-sugar control in two Phase X trials for type X diabetes. In ACHIEVE-2 A1C dropped up to XXX% vs. XXX% with dapagliflozin; in ACHIEVE-5 A1C fell up to XXX% vs. XXX% with placebo plus insulin. Both studies met all endpoints with consistent safety. Lilly plans to seek global approval in 2026"
X Link @wallstengine 2025-10-15T10:48Z 94.6K followers, 22.6K engagements
"$HPE shares slipped as management outlined long-term targets at its analyst meeting. The company guided FY26 non-GAAP EPS of $2.20$2.40 and revenue growth of XXX% with focus on expanding networking and AI infrastructure businesses"
X Link @wallstengine 2025-10-15T20:41Z 94.6K followers, 11.8K engagements
"$TSM TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages Q4 Guidance 🔹 Revenue: $32.233.4B (Est. $32.0B) 🟡; DOWN -X% QoQ at midpoint 🔹 Gross Margin: 59%61% 🔹 Operating Margin:"
X Link @wallstengine 2025-10-16T06:24Z 94.6K followers, 122.5K engagements
"Foxconn Chairman Young Liu said the company met with OpenAI CEO Sam Altman and plans to meet $NVDA's Jensen Huang later this month to discuss potential collaborations. Liu said AI development is just at the beginning. Note: Foxconns AI server business has overtaken consumer electronics as its biggest segment and the company expects AI server revenue to climb over XXX% this quarter"
X Link @wallstengine 2025-10-16T07:32Z 94.6K followers, 30K engagements
"XPENG $XPEV CEO: PLANS TO MASS-PRODUCE FLYING CARS NEXT YEAR"
X Link @wallstengine 2025-10-16T08:31Z 94.6K followers, 23.6K engagements
"$SCHW Charles Schwab Q325 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $1.24) 🟢; UP +70% YoY 🔹 Revenue: $6.14B (Est. $6.02B) 🟢; UP +27% YoY 🔹 Net Interest Revenue: $3.05B (Est. $2.96B) 🟢 🔹 Daily Avg. Trades: 7.42M (Est. 7.25M) 🟢; UP +30% YoY 🔹 Bank Deposits: $239.1B (Est. $232.2B) 🟢 🔹 Net Income (Adj.): $2.46B; UP +61% YoY 🔹 Core Net New Assets: $137.5B; UP +44% YoY 🔹 Total Client Assets: $11.59T; UP +17% YoY 🔹 Pre-Tax Margin: XXXX% (Adj.); UP +10 pts YoY 🔹 ROE: 21%; ROTCE: XX% Capital Return 🔹 Share Repurchases: $2.7B (28.9M shares) 🔹 YTD Capital Returned: $8.5B CEO"
X Link @wallstengine 2025-10-16T11:33Z 94.6K followers, 13.6K engagements
"Whop is quickly becoming the go-to web app for creators selling digital products. It serves hundreds of thousands of sellers has paid out over $XXX billion to creators and supports payouts in 240+ territories. Fascinating company built for the next-gen creator economy"
X Link @wallstengine 2025-10-16T18:40Z 94.6K followers, 10.9K engagements
"Ferrari $RACE has cut car allocations to the UK to stabilize falling resale values following an exodus of wealthy buyers after the abolition of the non-dom tax regime. CEO Benedetto Vigna said sales have since stabilized as the company tightened supply"
X Link @wallstengine 2025-10-17T08:05Z 94.6K followers, 15.3K engagements
"Volvo shares fell around X% after the company reported Q3 net profit of $XXX billion above expectations of $XXX billion. The truckmaker cited difficult market conditions in North and South America that negatively impacted sales despite the earnings beat"
X Link @wallstengine 2025-10-17T08:14Z 94.6K followers, 10.9K engagements
"$CME is reportedly preparing to launch financial contracts tied to sports games and key economic indicators by year-end working with FanDuel $FLUT to distribute them. The move would put CME in direct competition with prediction-market platforms like Kalshi & Polymarket"
X Link @wallstengine 2025-10-17T08:34Z 94.6K followers, 39.5K engagements
"Samsung will showcase its first trifold smartphone at the APEC Summit in South Korea later this month. The device has two hinges allowing it to open into a tablet-sized display and will be shown at a technology exhibition during the summit. Attendees will not be able to handle the device which will be displayed under glass. A full commercial launch is expected later this year expanding Samsungs foldable lineup beyond the Galaxy Z Fold 7"
X Link @wallstengine 2025-10-17T09:26Z 94.6K followers, 10.8K engagements
"TRUMP ASKED IF HIGH CHINA TARIFFS WILL STAND: NO. MEETING XI IN TWO WEEKS"
X Link @wallstengine 2025-10-17T11:23Z 94.6K followers, 76.2K engagements
"Morgan Stanley on $ZION (EW PT $70): Stock reaction overdone: Stock was down XX% today after ZION disclosed that they would take a $60M credit charge on two related C&I loans. These loans were part of a credit facility to two related funds that invested in distressed residential and commercial mortgage properties and were collateralized by those properties. ZION now believes there were misrepresentations on the collateral and that loans might not have first lien on the underlying properties. The $60M charge covers the full commitment to the borrowers and is equivalent to 30c a share or X% of"
X Link @wallstengine 2025-10-17T12:54Z 94.6K followers, 13.9K engagements
"$AAPL SECURES EXCLUSIVE F1 U.S. RIGHTS Apple struck a 5-year deal to stream all Formula X races exclusively on Apple TV in the U.S. starting next season paying about $140M a year per CNBC nearly double ESPNs previous $85M contract. The deal includes every race qualifying and Sprint session ad-free for subscribers with select events free in-app"
X Link @wallstengine 2025-10-17T13:09Z 94.6K followers, 17.1K engagements
"SALESFORCE $CRM OFFERS ITS SERVICES TO BOOST TRUMPS IMMIGRATION FORCE - NYT"
X Link @wallstengine 2025-10-17T17:09Z 94.6K followers, 14.8K engagements
"What a smooth ride on $ATAI. Stocks hitting new highs again after the FDA granted Breakthrough Therapy Designation for its depression drug which has a XX% approval rate history We called this play back in June said buy and forget. Mcaps now around $1.5B up nearly 200%"
X Link @wallstengine 2025-10-17T19:13Z 94.6K followers, 10.6K engagements
"$NVDA CEO Jensen Huang: We are XXX% out of China. We went from XX% market share to 0%. I cant imagine any policymaker thinking thats a good idea whatever policy we implemented caused America to loose one of the largest markets in the world to 0%"
X Link @wallstengine 2025-10-17T21:50Z 94.6K followers, 1M engagements
"Maybe the real macro call of the decade came from Costco. 🥇 When Costco $COST started selling 1oz GOLD bars in mid-2023 they went for around $1900 each and sold out within hours. Those same bars now sell for over $4200 as gold prices hit a record $4225 this week making it the best-performing major asset over the past XX years with annualized returns above 11%. Costcos gold sales have climbed to nearly $XXX million a month and the hype hasnt slowed down. Theyve quietly turned into one of the biggest retail gold sellers in the U.S. Also fun fact it now takes XXX hours of work in the U.S. to"
X Link @wallstengine 2025-10-18T17:38Z 94.6K followers, 74.3K engagements
"$NVDA TAPS TAIWAN FOR HUMANOID ROBOT SUPPLY CHAIN According to industry sources NVIDIA has approached several Taiwan-based machine tool and component makers including Hota Industrial Chieftek and Hiwin to join its humanoid robot supply chain. Rumors suggest NVIDIA may also establish a robot assembly base in Taiwan as part of its plans. The initiative aligns with NVIDIAs push into physical AI providing computing platforms for humanoid robots. Key Taiwanese manufacturers are expected to begin product certifications in 2024 potentially making Taiwan a major hub for humanoid robot production."
X Link @wallstengine 2024-12-02T07:30Z 94.5K followers, 20.6K engagements
"STOCKS ON WATCH FOR NASDAQ XXX INCLUSION AFTER TODAYS REBALANCING: PALANTIR $PLTR EQUINIX $EQIX SANOFI $SNY MICROSTRATEGY $MSTR AXON ENTERPRISE $AXON UNITED AIRLINES $UAL NETEASE $NTES $JD.COM $TCOM ARGENX $ARGX ALNYLAM $ALNY"
X Link @wallstengine 2024-12-13T20:40Z 94.5K followers, 35.4K engagements
"$DLTR Dollar Tree Q4'24 Earnings & Strategic Update: 🔹 Adj. EPS: $XXXX ($0.18 from discontinued ops) 🔹 Rev (Cont. Ops): $5.0B (Est. $8B) 🔴 (+0.7% YoY) 🔹 Same-Store Sales (Dollar Tree): +2.0% (Traffic +0.7% Ticket +1.3%) FY25 Outlook (Continuing Operations Only) 🔹 Net Sales: $18.5B $19.1B 🔹 Adj. EPS: $XXXX $XXXX (Est. $5.96) 😕 🔹 Includes a $0.30$0.35 headwind from Family Dollar TSA timing Q1 Guidance: 🔹 Revenue: $4.5B $4.6B 🔹 Adj. EPS: $XXXX $XXXX (Est. $1.46) 😕 Strategic Update: 🔹 Family Dollar Sold to Brigade Capital & Macellum Capital for $1.007B 🔹 Net proceeds estimated at"
X Link @wallstengine 2025-03-26T10:39Z 94.5K followers, 7389 engagements
"Today's Key Events (All EST) 05/14/2025 05:15: Fed's Waller 07:00: US MBA Mortgage Applications 09:10: Fed's Jefferson 17:40: Fed's Daly Before Open 👇 02:00: $SONY 06:30: Dynatrace Inc. $DT 07:00: Cellebrite $CLBT 07:00: Global-e Online Ltd. $GLBE 07:20: Arcos Dorados Holdings Inc. $ARCO 07:20: Endava $DAVA B.O.: MakeMyTrip $MMYT After Hours 👇 16:00: Ibotta $IBTA 16:00: Boot Barn Holdings Inc. $BOOT 16:00: Capital Southwest Corp. $CSWC 16:05: Cisco Systems Inc. $CSCO 16:05: Iris Energy Limited $IREN 16:05: Nextracker $NXT 16:05: DLocal Limited $DLO 16:10: Hawkins Inc. $HWKN 16:15: TMC the"
X Link @wallstengine 2025-05-14T07:05Z 94.5K followers, 12.3K engagements
"Goldman Sachs Monthly Conviction List Update: ✅ Added: Duke Energy $DUK Huntington Ingalls $HII Kontoor Brands $KTB ❌ Removed: Cloudflare $NET Snowflake $SNOW Woodward $WWD"
X Link @wallstengine 2025-07-01T09:28Z 94.6K followers, 13.6K engagements
"$STZ BRANDS Q2 SALES DROP X% ON SOFTER DEMAND Constellation Brands reported profit of $516M down from $877M last year with EPS at $XXXX vs $XXXX. Adjusted EPS came in at $XXXX missing estimates. Net sales fell X% to $2.52B below expectations as beer sales dipped X% and wine & spirits plunged 28%. The company cut its FY EPS outlook to $12.07-$12.37 from $12.33-$12.63 citing weaker spending especially among Hispanic consumers. Beer sales are expected to be flat to up X% this year"
X Link @wallstengine 2025-07-02T08:02Z 94.6K followers, 7004 engagements
"Today's Key Events (All EST) 07/18/2025 08:00: Fed's Waller 08:30: US Housing Starts 10:00: University Michigan Sentiment Prelim All day: Monthly OPEX Before Open 👇 06:00: Truist Financial $TFC 06:30: 3M $MMM 06:40: Autoliv $ALV 06:50: SLB $SLB 07:00: American Express $AXP 07:05: Huntington Bancshares $HBAN 07:25: Ally Financial $ALLY 07:30: Charles Schwab $SCHW"
X Link @wallstengine 2025-07-18T07:40Z 94.5K followers, 8202 engagements
"Today's Key Events (All EST) 07/22/2025 08:30: Fed's Powell Speaks 08:55: US Redbook YoY 10:00: Richmond Fed Comp. Index 11:00: OpenAI CEO Speaks at Fed Event (Tent.) 13:00: Fed's Bowman Before Open 👇 06:00: Danaher $DHR 06:00: Synchrony Financial $SYF 06:00: Peoples Bancorp $PEBO 06:30: General Motors $GM 06:30: D.R. Horton $DHI 06:30: KeyCorp $KEY 06:30: Equifax $EFX 06:30: PulteGroup $PHM 06:30: Forestar Group $FOR 06:40: Invesco $IVZ 06:45: Quest Diagnostics $DGX 06:45: Tenet Healthcare $THC 06:45: MSCI $MSCI 06:45: Halliburton $HAL 06:45: Avery Dennison $AVY 06:45: Community Bank System"
X Link @wallstengine 2025-07-22T06:42Z 94.6K followers, 14K engagements
"SPACEX JUST MOVED $152M IN BITCOIN 1ST TIME IN X YEARS Arkham data shows a SpaceX-linked wallet transferred 1308 BTC ($152.8M) on July XX. No net change in holdings suggesting an internal reshuffle. SpaceX now holds 6977 BTC worth $818M under Coinbase Prime custody"
X Link @wallstengine 2025-07-22T06:58Z 94.5K followers, 7322 engagements
"$GEV GE Vernova Q2'25 Earnings Highlights 🔹 Revenue: $9.11B (Est. $8.80B) 🟢; UP +11% YoY 🔹 Adj. EPS: $XXXX (Est. $1.50) 🟢 🔹 Orders: $12.4B; UP +4% organically 🔹 Backlog: +$5.2B sequential growth FY25 Guidance (Raised) 🔹 Revenue: Trending toward high end of $36B$37B (Est. $37B) 🟢 🔹 Adj. EBITDA Margin: 8%9% (raised from high-single digits) 🔹 Free Cash Flow: $3.0B$3.5B (raised from $2.0B$2.5B) FY25 Segment Outlook Power: 🔹 Organic Revenue: +6% to +7% (prev. mid-single digits) 🔹 EBITDA Margin: 14%15% (prev. 13%14%) Wind: 🔹 Organic Revenue: DOWN mid-single digits 🔹 EBITDA Loss:"
X Link @wallstengine 2025-07-23T10:41Z 94.6K followers, 11.9K engagements
"$CLVT Clarivate Q2'25 Earnings Highlights 🔹 Revenue: $621.4M (Est. $587.36M) 🟢; -XXX% YoY 🔹 EPS: ($0.18;) (Est. $0.17) 🟡 🔹 Adj Net Income: $123.3M; -XXXX% YoY 🔹 Adj EBITDA: $261.6M; -XXX% YoY 🔹 Net Loss: ($72.0M) vs. ($304.3M) YoY FY25 Guide: 🔹 Revenue: $2.28B$2.40B (Est. $2.358B) 🟡 🔹 Adj EPS: $0.60$0.70 (Est. $0.65) 🟡 🔹 Adjusted EBITDA: $940M$1.00B 🔹 EBITDA Margin: 40.5%42.5% 🔹 Free Cash Flow: $300M$380M 🔹 Organic ACV Growth: +1.0% to +2.0% 🔹 Recurring Organic Revenue Growth: -XXX% to +1.0% Segment Revenue: 🔹 Organic: +0.5% YoY 🔹 Organic Recurring: +0.8% YoY 🔹 Organic"
X Link @wallstengine 2025-07-30T10:39Z 94.6K followers, 6970 engagements
"$GRMN Garmin Ltd Q225 Earnings Highlights 🔹 Revenue: $XXXX B (Est. $XXXX B) 🟢; UP +20% YoY 🔹 Pro Forma EPS: $XXXX (Est. $1.88) 🟢; UP +37% YoY Guidance (FY25) 🔹 Pro Forma EPS Guidance: $XXXX (Est. $7.93) 🟢 🔹 Revenue Guidance: $XXXX B (Est. $XXXX B) 🟢 🔹 Gross Margin Guidance: XXXX% (Est. 58.5%) 🟡 Segment / Product Results 🔹 Fitness Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +41% YoY 🔹 Outdoor Net Sales: $XXXXX M (Est. $XXXXX M) 🔴; UP +11% YoY 🔹 Aviation Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +14% YoY 🔹 Marine Net Sales: $XXXXX M (Est. $XXXXX M) 🟢; UP +9.6% YoY 🔹 Auto Net"
X Link @wallstengine 2025-07-30T11:42Z 94.6K followers, 9235 engagements
"$FFIV F5 Inc. Q3'25 Earnings Highlights 🔹 Revenue: $780.4M (Est. $752.2M) 🟢; +12% YoY 🔹 Adj. EPS: $XXXX (Est. $3.50) 🟢; +24% YoY 🔹 Net Income: $243.2M (Est. $204.3M) 🟢; +22% YoY FY25 Outlook (Raised): 🟢 🔹 Revenue Growth: +9% YoY (Prior: +6.5% to +7.5%) 🔹 Adj. EPS Growth: +14% to +15% YoY (Prior: +8% to +10%) Q4 Guidance: 🔹 Revenue: $780M$800M (Est. $777.5M) 🟢 🔹 Adj. EPS: $3.87$3.99 (Est. $3.82) 🟢 Segment Revenue: 🔹 Product: $388.8M (Est. $353.9M) 🟢; +26% YoY 🔹 Systems: +39% YoY 🔹 Software: +16% YoY 🔹 Service: $391.5M (Est. $397.4M) 🔴; +1.2% YoY CEO Commentary: 🔸 Q3 revenue"
X Link @wallstengine 2025-07-30T20:44Z 94.5K followers, 7052 engagements
"$EOSE Eos Energy Q2'25 Earnings Highlights 🔹 Revenue: $15.24M (Est. $24.12M) 🔴 🔹 Adj. EPS: $(0.37) (Est. $(0.14)) 🔴; DOWN -XX% YoY 2025 Guidance (Reaffirmed): 🔹 Revenue: $150M$190M (Est. $165M) 🟡 (H1 Revenue: $25M Must deliver $125M+ in H2 to meet low end) Backlog & Pipeline: 🔹 Commercial Pipeline: $18.8B; UP +21% QoQ 🔹 Orders Backlog: $672.5M 🔹 8-hour+ storage projects grew XX% QoQ 🔹 Frontier Power MOU: X GWh (now 10+ GWh submitted to UK Cap & Floor) 🔹 X active MOUs totaling XXX GWh Manufacturing & Operations: 🔹 Record factory shipments: +122% QoQ 🔹 Z3 system round-trip"
X Link @wallstengine 2025-07-30T20:49Z 94.6K followers, 23.6K engagements
"Today's Key Events (All EST) 07/31/2025 07:30: US Challenger Layoffs 08:30: US PCE Inflation Data 08:30: US Initial Jobless Claims 08:30: US Personal Income 08:30: US Consumer Spending 09:45: US Chicago PMI Before Open 👇 01:00 argenx 02:00 Indivior 05:00 Anheuser-Busch InBev 05:00 Sanofi 05:00 TAL Education 06:00: Cigna $CI 06:00: Air Products $APD 06:00: Cenovus Energy $CVE 06:00: IP 06:05: PG&E 06:10: Xcel Energy $XEL 06:30: CVS Health $CVS 06:30: Cameco $CCJ 06:30: Norwegian Cruise Line $NCLH 06:30: DINO 06:30: Teleflex $TFX 06:30: UTZ Brands 06:30: Vontier 06:30: MasTec 06:45: Ferrari"
X Link @wallstengine 2025-07-31T07:13Z 94.5K followers, 10.7K engagements
"$CMCSA Comcast Q2'25 Earnings Highlights 🔹 Revenue: $30.31B (Est. $29.8B) 🟢; UP +2.1% YoY 🔹 Adj. EPS: $XXXX (Est. $1.16) 🟢; UP +3.3% YoY 🔹 Advertising Revenue: $935M (Est. $925.6M) 🟢 🔹 Domestic Broadband Customers: -226K (Est. -225K) 😐 Connectivity & Platforms: 🔹 Revenue: $20.39B; flat YoY 🔹 Adj. EBITDA: $8.53B; flat YoY 🔹 Domestic Wireless Lines: +378K (Record high); 8.5M total 🔹 Adj. EBITDA Margin: XXXX% Business Services Connectivity: 🔹 Revenue: $2.58B; UP +6.3% YoY 🔹 Adj. EBITDA: $1.44B; UP +4.6% YoY 🔹 Margin: XXXX% ( 90bps YoY) Content & Experiences: 🔹 Revenue: $10.63B;"
X Link @wallstengine 2025-07-31T11:08Z 94.6K followers, 6536 engagements
"Today's Key Events (All EST) 08/04/2025 10:00: US Factory Orders MoM 10:00: US Core Durable Goods Revised 10:00: US Durable Goods Before Open 👇 06:00: Waters $WAT 06:30: Freshpet $FRPT 06:30: IDEXX Laboratories $IDXX 06:45: BioNTech $BNTX 07:00: Wayfair $W 07:00: TG Therapeutics $TGTX 07:00: Axsome Therapeutics $AXSM 07:00: BioCryst Pharma $BCRX 07:00: Tower Semiconductor $TSEM 07:00: Bruker $BRKR 07:00: Hagerty $HGTY 07:30: Tyson Foods $TSN 07:30: Lindblad Expeditions $LIND 08:00: Berkshire Hathaway $BRK.B 08:00: onsemi $ON 08:00: Krystal Biotech $KRYS 08:00: Icahn Enterprises $IEP After"
X Link @wallstengine 2025-08-04T06:36Z 94.6K followers, 13.2K engagements
"Today's Key Events (All EST) 08/06/2025 07:00: US MBA Mortgage Applications 13:00: US 10-Year Note Auction 14:00: Fed's Cook & Collins Speak 16:10: Fed's Daly Speaks Before Open 👇 01:30: Novo Nordisk $NVO 06:00: Oscar Health $OSCR 06:30: Dynatrace $DT 06:30: Emerson Electric $EMR 06:30: Planet Fitness $PLNT 06:30: Corteva $CTVA 06:30: CDW Corp 06:50: Disney $DIS 06:55: $UBER 06:55: Global Payments $GPN 07:00: Shopify $SHOP 07:00: McDonald's $MCD 07:00: Genius Sports $GENI 07:00: Bloomin Brands $BLMN 07:00: NY Times 07:00: Lantheus $LNTH 07:30: Unity Software $U 08:00: TPG After Hours 👇"
X Link @wallstengine 2025-08-06T06:34Z 94.5K followers, 12K engagements
"$NRG LANDS FIRST DATA CENTER POWER DEALS TOTALING XXX MW NRG Energy just signed its first batch of long-term retail power deals with data centers covering XXX MWwith room to add up to X GW more. The companys Texas virtual power plant has also scaled to XXX MW up from XX MW aiming for X GW by 2035. Q2 revenue hit $6.74B beating estimates though EPS of $XXXX came in just short. FY25 EPS guide was set at $6.75$7.75 below consensus"
X Link @wallstengine 2025-08-06T11:43Z 94.6K followers, 7215 engagements
"Apollo $APO has agreed to buy a majority stake in Stream Data Centers marking its first direct data center acquisition as it eyes long-term plays in AI infrastructure. Terms werent disclosed but Apollo-managed funds could pour billions into the space. Stream will expand in Chicago Atlanta and Dallas"
X Link @wallstengine 2025-08-06T12:45Z 94.5K followers, 7712 engagements
"Evercore ISI Maintains Outperform on $ZG Raises PT to $XX from $XX Analyst comments: "We reiterate our Outperform on ZG modestly raising our estimates and our price target from $XX to $XX following a modest beat and bracket Q2 EPS result. Revenue of $XXX million (up XX% year over year) and EBITDA of $XXX million (24% margin) both came in modestly above Street and ISI estimates. Zillows Q3 revenue and EBITDA guidance bracketed the Street though the company slightly raised its full-year revenue growth guidance (from low-to-mid teens to mid-teens) and reiterated its guide for full-year EBITDA"
X Link @wallstengine 2025-08-07T09:27Z 94.6K followers, 6833 engagements
"$VST Vistra Corp Q2'25 Earnings Highlights 🔹 Oper Revenue: $4.25B (Est. $4.72B) 🔴; UP +11% YoY 🔹 Net Income (Ongoing Ops): $370M (Est. $364.8M) 🟢; DOWN -XX% YoY 🔹 Adj. EBITDA (Ongoing Ops): $1.35B (Est. $1.38B) 🔴 Segment EBITDA Performance 🔹 Retail: $756M (Est. $464.6M) 🟢; DOWN -XXX% YoY 🔹 Texas: $142M; DOWN -XX% YoY 🔹 East: $418M; UP +30% YoY 🔹 West: $49M (Est. $30.8M) 🟢; DOWN -XX% YoY FY2025 Outlook (Reaffirmed) 🔹 Adj. EBITDA (Ongoing Ops): $5.5B$6.1B (Est. $5.95B) 🟡 🔹 Adj. Free Cash Flow Before Growth (FCFbG): $3.0B$3.6B Management Commentary 🔸 Performance YTD and forecast"
X Link @wallstengine 2025-08-07T12:12Z 94.5K followers, 10.6K engagements
"$EXPE Expedia Q225 Earnings Highlights 🔹 Revenue: $3.79B (Est. $3.70B) 🟢; UP +6% YoY 🔹 Adj. EPS: $XXXX (Est. $3.96) 🟢; UP +21% YoY FY25 Guidance (Raised) 🔹 Gross Bookings: +5% to +7% (Prior: X% to 5%) 🟢 🔹 Revenue Growth: +4% to +6% (Prior: X% to 5%) 🟢 🔹 FY EBITDA Margin Expansion: 50100 bps Q2 Segment Performance 🔹 B2B Gross Bookings: UP +17% YoY 🔹 B2C Gross Bookings: UP +1% YoY 🔹 Lodging Gross Bookings: UP +6% YoY 🔹 Hotel Bookings: UP +8% YoY 🔹 B2B Revenue: UP +15% YoY 🔹 Advertising Revenue: UP +19% YoY Other Q2 Metrics: 🔹 Gross Bookings: $30.41B; UP +5% YoY 🔹 Booked Room"
X Link @wallstengine 2025-08-07T20:07Z 94.5K followers, 10.7K engagements
"Amazon $AMZN is partnering with Taiwans Alchip to mass-produce Trainium X on $TSMs X nm in Q1 2026 with Trainium X on X nm to follow. Astera Labs $ALAB will supply I/O chips and Synopsys $SNPS 224G SerDes IP. Source: CTEE"
X Link @wallstengine 2025-08-14T08:07Z 94.6K followers, 18.6K engagements
"DATABRICKS RAISING FUNDS AT $100B VALUATION WSJ reports Databricks is finalizing a new funding round that would value the company at $100B up XX% from its $62B valuation in December. Thrive Capital is set to co-lead the round with Andreessen Horowitz also planning to invest. The AI-driven data analytics firm has nearly 9000 employees and expects to add 3000 more this year. Clients like Adidas use its platform to analyze massive datasets and recent partnerships with Palantir and SAP have expanded its reach. CEO Ali Ghodsi says the funds will go toward building AI-focused databases and"
X Link @wallstengine 2025-08-19T09:10Z 94.5K followers, 50.4K engagements
"Louisiana regulators approved Entergys $ETR plan to build three gas plants to power $META's new Hyperion data center a 4M sq ft complex that could draw up to X GW at full capacity. Entergy says the $XXX GW project will be covered by Meta paired with XXX GW solar"
X Link @wallstengine 2025-08-21T07:25Z 94.5K followers, 12.3K engagements
"$MNSO Miniso Q2 Earnings Highlights 🔹 Revenue: 4.97B (Est. 4.86B) 🟢; UP +28% YoY 🔹 EPS: XXXX (Est. 1.75) 🟢; UP +30% YoY"
X Link @wallstengine 2025-08-21T09:50Z 94.6K followers, 6773 engagements
"Starbucks $SBUX expects non-binding bids for its China business within X weeks per reuters. It has invited Primavera Carlyle Hillhouse and EQT for management presentations while KKR Bain Capital and Tencent could also submit offers"
X Link @wallstengine 2025-08-22T08:47Z 94.6K followers, 7121 engagements
"UBS Upgrades $VG to Buy from Neutral PT $XX Analyst comments: "Volume ramp at Plaquemines continues to surprise to the upside. In 2Q25 this project exported XX cargoes XX more than the fully ramped Calcasieu Pass. VG reported a record XX cargoes in 2Q25 (vs. XX in 1Q25 and XX in 2Q24) at the top end of its guidance. We believe the Street is underestimating the number of commissioning cargoes from Plaquemines. We estimate that number will come in around XXX vs. the company's guidance of XXX. The XX additional commissioning cargoes could drive earnings upside of $XXX million which is not in"
X Link @wallstengine 2025-08-25T09:27Z 94.5K followers, 16.2K engagements
"BeOne Medicines $ONC is selling its royalty rights on Amgens IMDELLTRA to Royalty Pharma $RPRX for up to $950M excluding China sales. The deal includes $885M upfront and up to $65M more within XX months if BeOne opts to sell remaining royalties. BeOne will still collect royalties on IMDELLTRA sales above $1.5B annually and keep rights to other Amgen assets like xaluritamig now in trials for prostate cancer. IMDELLTRA is already approved in the U.S. for patients with extensive-stage small cell lung cancer"
X Link @wallstengine 2025-08-25T10:04Z 94.6K followers, 8388 engagements
"Interactive Brokers $IBKR will join S&P XXX on Aug XX replacing Walgreens Boots Alliance $WBA"
X Link @wallstengine 2025-08-25T22:29Z 94.6K followers, 19.2K engagements
"$TIGR UP Fintech Q2'25 Earnings Highlights 🔹 Revenue: $138.7M (Est. $120.1M) 🟢; UP +59% YoY 🔹 EPS (Non-GAAP): $XXXX (Est. $0.11) 🟢; UP 8x YoY Regional Performance: 🔹 Singapore: Trading volume +113% YoY; IPO trading volume +131% YoY; debit card linked to fractional shares expanded rewards; client assets +20% QoQ 🔹 Hong Kong: Trading volume +8x YoY; AUC +6x YoY; crypto trading +65% QoQ 🔹 U.S. (TradeUP): Client assets +33% QoQ; Options trading +163% QoQ; underwrote X IPOs including CHAGEE 🔹 Australia & NZ: Client assets +34% QoQ (AU) +42% QoQ (NZ); strong demand for US equities/options"
X Link @wallstengine 2025-08-27T08:34Z 94.6K followers, 17.7K engagements
"$ESTC Elastic Q1 Earnings Highlights 🔹 Revenue: $415M (Est. $397.2M) 🟢; +20% YoY 🔹 Adj EPS: $XXXX (Est. $0.42) 🟢; flat YoY FY26 Guide: 🔹 EPS: $2.29$2.35 (Est. $2.28) 🟡 🔹 Revenue: $1.68$1.69B (Est. $1.67B) 🟢 Q226 Guide: 🔹 EPS: $0.56$0.58 (Est. $0.42) 🟢 🔹 Revenue: $415417M (Est. $397.3M) 🟢 Other Q1 Metrics: 🔹 Subscription Revenue: $389M; UP +20% YoY 🔹 Sales-led Subscription Revenue: $339M; UP +22% YoY 🔹 Elastic Cloud Revenue: $196M; UP +24% YoY 🔹 Adj Operating Income: $65M (margin 16%) 🔹 Operating Cash Flow: $105M; Adjusted FCF: $116M 🔹 Customers $100K ACV: 1550+ (vs 1510 Q425"
X Link @wallstengine 2025-08-28T20:22Z 94.5K followers, 11.4K engagements
"HORMEL TO RAISE PRICES AS COMMODITY COSTS SURGE Hormel Foods $HRL warned of price increases after pork belly costs jumped XX% and wholesale pork rose XX% year-over-year. The Spam maker reported Q3 earnings of XX cents per share missing the 40-cent estimate while sales rose XXX% to $XXXX billion. Shares fell XX% to a decade low as the company cut its profit outlook. Interim CEO Jeff Ettinger said the commodity run-up was "both sudden and major" requiring "targeted pricing actions." Food service volumes dropped over X% as restaurant traffic declined. Source: Wall Street Journal"
X Link @wallstengine 2025-08-29T06:48Z 94.6K followers, 8740 engagements
"CONSTELLATION BRANDS $STZ SLASHES FY26 OUTLOOK EPS is now seen at $11.30$11.60 vs prior $12.60$12.90 (Street: $12.66). Net sales expected to fall XX% vs earlier guide of -X% to +1%. Beer led by Corona & Modelo was the biggest hit: sales now -XX% (prev. XX% growth) operating income -79%. Hispanic consumers a key demographic showed steeper pullbacks in high-end beer spend. Free cash flow outlook cut to $1.31.4B from $1.51.6B. CEO Bill Newlands: macro headwinds are weighing on demand but STZ still grew volume share in XX of XX states through July"
X Link @wallstengine 2025-09-02T12:37Z 94.6K followers, 10.2K engagements
"$DLTR Dollar Tree Q2'25 Earnings Highlights: 🔹 Revenue: $4.60B (Est. $4.47B) 🟢; UP +12.3% YoY 🔹 Adj EPS: $XXXX (Est. $0.40) 🟢; includes $XXXX timing benefit from tariffs Guidance (FY26): 🔹 Revenue: $19.3B$19.5B (Est. $19.15B) 🟢 🔹 Adj EPS: $5.32$5.72 (Est. $5.47) 🟡 🔹 Same-Store Sales Growth: 4%6% Other Q2 Metrics: 🔹 Same-Store Sales: +6.5% (Traffic +3.0% Ticket +3.4%) 🔹 Operating Income: $231M (Adj: $236M); Margin XXX% (Adj: 5.2%) 🔹 Net Income: $156M; Diluted EPS: $XXXX 🔹 Gross Margin: XXXX% (UP +20 bps YoY) Other Highlights: 🔹 Completed sale of Family Dollar (July 2025); now a"
X Link @wallstengine 2025-09-03T10:49Z 94.6K followers, 7728 engagements
"$SOFI Technologies has launched the SoFi Agentic AI ETF $AGIQ targeting "next-generation AI" companies including autonomous vehicles cybersecurity and semiconductors. The fund tracks XX components from $NVDA to $lSRG and $DE with a XXXX% fee"
X Link @wallstengine 2025-09-03T13:13Z 94.6K followers, 13.8K engagements
"Perion $PERI has been added to the list of Walmart $WMT Connect advertising partners today"
X Link @wallstengine 2025-09-03T15:57Z 94.5K followers, 7132 engagements
"$CRM Salesforce Q226 Earnings Highlights 🔹 Revenue: $10.20B (Est. $10.14B) 🟢; UP +10% YoY 🔹 Adj. EPS: $XXXX (Est. $2.84$2.86) 🟢; UP +14% YoY 🔹 Added $20B to buyback program (total $50B authorized) Q3 Guidance 🔹 Revenue: $10.24B$10.29B (Est. $10.24B) 🟢; UP +89% YoY 🔹 EPS: $1.60$1.62 🔹 Adj. EPS: $2.84$2.86 🟢 🔹 Operating Margin: XXXX% 🔹 Adj. Operating Margin: XXXX% FY26 Guidance 🔹 Revenue: $41.1B$41.3B; UP +8.59% YoY 🔹 EPS: $6.99$7.03 🔹 Adj. EPS: $11.33$11.37 🔹 Operating Margin: XXXX% 🔹 Adj. Operating Margin: XXXX% 🔹 Operating Cash Flow Growth: +1213% YoY Other Q2 Metrics: 🔹"
X Link @wallstengine 2025-09-03T20:05Z 94.6K followers, 36K engagements
"Daqo $DQ CFO Ming Yang told Bloomberg the polysilicon industry has already marked a clear bottom after government-backed talks on overcapacity. Major firms plan a 50B ($7B) fund to buy and shut down more than 1M tons of capacity. He expects earnings to improve from Q3 and a return to profitability within six months"
X Link @wallstengine 2025-09-04T07:42Z 94.6K followers, 11.6K engagements
"$DOCU Docusign Q2'26 Earnings Highlights 🔹 Revenue: $800.6M (Est. $779.78M) 🟢; +9% YoY 🔹 Adj EPS: $XXXX (Est. $0.85) 🟢; -X% YoY Guidance: 🔹 Q3 Revenue: $804M$808M (Est. $794M) 🟢; UP +7% YoY 🔹 FY26 Revenue: $3.19B$3.20B (Est. $3.16B) 🟢; UP +7% YoY Other Metrics: 🔹 Subscription Revenue: $784.4M; UP +9% YoY 🔹 Professional Services & Other: $16.2M; DOWN -XX% YoY 🔹 Billings: $818M; UP +13% YoY 🔹 Gross Margin: XXXX% GAAP vs XXXX% Non-GAAP (flat YoY) 🔹 Net Cash From Ops: $246.1M vs $220.2M LY 🔹 Free Cash Flow: $217.6M vs $197.9M LY 🔹 Share Repurchases: $201.5M 🔹 Cash & Investments:"
X Link @wallstengine 2025-09-04T20:13Z 94.6K followers, 10.9K engagements
"DANAHER $DHR AUTHORIZES BUYBACK OF UP TO XX MILLION SHARES"
X Link @wallstengine 2025-09-10T11:28Z 94.6K followers, 22.5K engagements
"$HIMS LAUNCHES ORAL TESTOSTERONE & EXPANDS MENS HEALTH CARE Hims & Hers is rolling out a new mens health category including exclusive access to KYZATREX an FDA-approved oral testosterone from Marius Pharmaceuticals set for 2026 launch. The platform will also offer compounded enclomiphene dual-action enclomiphene+tadalafil and injectable testosterone aiming to make low-T treatment affordable and accessible"
X Link @wallstengine 2025-09-10T13:03Z 94.6K followers, 30.1K engagements
"Starbucks $SBUX has shortlisted Boyu Capital Carlyle Group EQT and HongShan (formerly Sequoia China) as final bidders for a controlling stake in its China business Reuters reports. Binding offers are due early October with a deal expected by the end of the month"
X Link @wallstengine 2025-09-11T07:36Z 94.5K followers, 10.6K engagements
"BTIG Upgrades $FVRR to Buy from Neutral Sets PT at$31 "In our 2Q25 earnings note we highlighted FVRR's appealing valuation but needed incremental reasons to own it. Recently those reasons have emerged. X. On Monday FVRR announced a significant restructuring reducing headcount by XX% generating $XX million in cost savings. Importantly FVRR reiterated guidance and emphasized this is not a response to business weakness. If all savings flowed to the bottom line FY26E EBITDA would rise XX% but management indicated XX% will be reinvested for growth. Even so shares are now cheaper on an EV/EBITDA"
X Link @wallstengine 2025-09-19T11:58Z 94.5K followers, 7729 engagements
"TOP ETHEREUM TREASURY TRENDING NAMES TODAY VIA BLOCKWORKS: $BMNR $SBET $ETHM $BTBT $ETHZ $BTCS $FGNX"
X Link @wallstengine 2025-09-23T15:02Z 94.5K followers, 16.5K engagements
"Comstock $CHCI signed a deal to buy a 400+ unit multifamily complex in Rockville MD with closing expected in Q4 2025. The acquisition through its Institutional Venture Platform marks its first since the pandemic and adds to its BLVD properties along the I-270 corridor"
X Link @wallstengine 2025-09-24T13:35Z 94.5K followers, 7347 engagements
"Corteva $CTVA Weakness Tied to DOJ USDA Probe of Antitrust Violations by Suppliers of Crop Inputs"
X Link @wallstengine 2025-09-25T16:37Z 94.5K followers, 7172 engagements
"Ethereum is back above $4K. Here are a few ETH-treasury companies and their holdings: $FGNX: 50770 $BMNR: 2416054 $SBET: 838728 $BTBT: 121252 $ETHZ: 102264"
X Link @wallstengine 2025-09-29T16:33Z 94.6K followers, 9314 engagements
"Tesla $TSLA says its third-generation humanoid robot will be unveiled by the end of 2025 with mass production slated for 2026. Elon Musk has set a long-term goal of scaling output to X million units annually by 2030"
X Link @wallstengine 2025-09-30T08:39Z 94.5K followers, 17.9K engagements
"QUANTUMSCAPE $QS CORNING $GLW IN DEAL FOR CERAMIC SEPARATOR DEVELOPMENT"
X Link @wallstengine 2025-09-30T10:52Z 94.6K followers, 12.8K engagements
"More details: QuantumScape $QS and Corning $GLW announced a partnership to develop high-volume ceramic separator manufacturing for solid-state batteries. The deal combines QSs lithium-metal battery tech with Cornings ceramics expertise aimed at scaling production for commercial use. No financial terms or timelines were disclosed"
X Link @wallstengine 2025-09-30T10:59Z 94.6K followers, 5805 engagements
"BTIG downgrades $CART to Neutral citing intensifying competition from Amazon DoorDash $DASH & Uber The firm noted that more than XX% of Instacart's grocery order volume partners have recently signed deals with rivals raising doubts about the sustainability of growth & margins"
X Link @wallstengine 2025-09-30T11:16Z 94.5K followers, 7105 engagements
"Jefferies says todays drop in Flutter shares is an overreaction to Kalshis new NFL parlay-style prediction market product. The firm notes Kalshis launch looks similar to sportsbook same-game parlays which drive 70%+ of $FLUT GGR but current features remain limited. Prediction markets likely to be a hot topic at next weeks G2E in Las Vegas"
X Link @wallstengine 2025-09-30T19:16Z 94.5K followers, 8078 engagements
"Berkshire Hathaway is reportedly close to a $10B deal to buy Occidentals petrochemical unit OxyChem in what would be Buffetts biggest purchase since Alleghany in 2022. - WSJ"
X Link @wallstengine 2025-09-30T19:53Z 94.5K followers, 16.3K engagements
"Citi just added two names to its 90-day Upside Catalyst Watch: Unity Software $U and AppLovin $APP"
X Link @wallstengine 2025-10-01T09:51Z 94.5K followers, 22.2K engagements
"BofA on $HIMS (Underperform PT $28): "Based on observed sales data trends through August we saw potential for Hims & Hers to beat 3Q Street estimates but September sales trends through the first three weeks suggest this is less likely." "Our online revenue estimates for 3Q using data through August pointed to a range of $565$596MM with the midpoint ahead of Street estimates of $571MM. This considered XX% y/y gross observed sales growth in September. Trends through the first three weeks suggest September sales growth is tracking toward low-to-mid 20s implying that 3Q online revenue is tracking"
X Link @wallstengine 2025-10-01T10:29Z 94.6K followers, 19.2K engagements
"Corteva $CTVA will split into two public companies by late 2026 a crop protection business (retaining the Corteva name $7.8B in 2025 sales) and a seed spinoff ($9.9B in 2025 sales). CEO Chuck Magro will lead the seed unit Chair Greg Page will chair crop protection. Spin structured as tax-free"
X Link @wallstengine 2025-10-01T10:57Z 94.5K followers, 40.3K engagements
"UPTOBER KICKING IN ALREADY While major equity indexes are flat crypto and crypto-linked stocks are moving higher. $FGNX $BMNR $COIN $HOOD $MARA $IREN"
X Link @wallstengine 2025-10-01T15:32Z 94.6K followers, 8560 engagements
"AI data analytics startup Dataiku has picked banks for its planned U.S. IPO with Morgan Stanley and Citigroup among those working on the deal"
X Link @wallstengine 2025-10-01T17:04Z 94.5K followers, 7125 engagements
"$KKR CONSIDERING $7B SALE OF STAKE IN CANADA'S PEMBINA GAS INFRASTRUCTURE - REUTERS"
X Link @wallstengine 2025-10-01T19:06Z 94.5K followers, 8221 engagements
"Raymond James lifted its PT on Warner Bros Discovery $WBD to $XX from $XX citing recent trends and potential M&A. Analyst Ric Prentiss said a Paramount Skydance $PSKY bid is likely with press reports suggesting a possible $2224/share offer ahead of WBDs planned split. Zaslav is said to want $40/share but Raymond James thinks PSKY is trying to move before other bidders like Amazon Apple Sony or Apollo get involved"
X Link @wallstengine 2025-10-02T08:51Z 94.6K followers, 8228 engagements
"$FICO just shook up the mortgage market. The company launched a Direct Licensing Program that lets lenders access FICO scores without going through Equifax Experian or TransUnion. The move aims to cut out bureau mark-ups and give lenders more transparent pricing. Under the new model FICO will charge either $XXXX per score plus a $XX fee at loan closing or a flat $XX per score roughly in line with todays bureau pricing but without the middleman. Shares of the credit bureaus sank on the news with Equifax $EFX down XX% TransUnion $TRU off XX% and Experian lower in London. Fair Isaac rose 5%"
X Link @wallstengine 2025-10-02T10:11Z 94.5K followers, 104.7K engagements
"$CME Group said it will begin around-the-clock (24/7) trading for crypto futures and options in early 2026 pending regulatory approval"
X Link @wallstengine 2025-10-02T14:09Z 94.5K followers, 10.8K engagements
"NATURAL GAS INVENTORY +53 BCF VS +66 BCF EXPECTED $UNG $AR $CRK"
X Link @wallstengine 2025-10-02T14:33Z 94.6K followers, 8088 engagements
"$HIMS & Hers said COO Nader Kabbani will move to an advisory role on Nov. X 2025 with Mike Chi current Chief Commercial Officer promoted to COO. The CCO role will be eliminated as Chi takes over operations marketing product and commercial functions"
X Link @wallstengine 2025-10-02T20:11Z 94.6K followers, 10.8K engagements
"FG Nexus $FGNX is partnering with Securitize to let shareholders tokenize common and preferred stock directly on Ethereum. It will also be the first Nasdaq-listed company to bring a dividend-paying preferred share fully onchain enabling real-time settlement and programmable ownership"
X Link @wallstengine 2025-10-02T21:27Z 94.6K followers, 8381 engagements
"Applied Materials $AMAT warned it expects a $710M revenue hit from the new U.S. export restrictions with $110M shaved off its Q4 and another $600M impact in FY26 per WSJ. The tighter BIS rule blocks blacklisted Chinese firms like Huawei from using affiliates to bypass curbs. China made up XX% of Applieds sales last quarter underscoring its exposure"
X Link @wallstengine 2025-10-03T07:33Z 94.5K followers, 26.7K engagements
"Jeff Bezos called AI an industrial bubble at Italian Tech Week: Investors dont usually give a team of six people a couple billion dollars with no product and thats happening today. He added that while bubbles fund both good and bad ideas society benefits when the winners emerge: AI is real and it is going to change every industry the benefits to society are going to be gigantic. Bezos compared it to past biotech bubbles that still produced life-saving drugs despite many failures saying: The bubbles that are industrial are not nearly as bad it can even be good"
X Link @wallstengine 2025-10-03T17:25Z 94.6K followers, 483.7K engagements
"UPCOMING KEY EVENTS WEEK OF OCT X 2025 Mon: $STZ $AEHR Wed: FOMC Minutes Thu: $PEP $DAL $TLRY $APLD $LEVI Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updatesactionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to keep you informed and ahead of the game"
X Link @wallstengine 2025-10-04T13:30Z 94.5K followers, 10.1K engagements
"BofA Securities Downgrades $SHAK to Underperform from Neutral Lowers PT to $XX from $XXX Analyst comments: "Shake Shack has done an impressive job of systematizing its approach to innovation deploying a stage-gate process that holds new products to high culinary operational and financial standards. But this rigor arrives at a time when the labor market is softening and consumers restaurant spending has come under pressure. We believe macro headwinds will likely continue to counterbalance product innovation tailwinds constraining same-store sales growth (SSSG) and traffic." Analyst: Sara"
X Link @wallstengine 2025-10-06T10:12Z 94.5K followers, 8687 engagements
"$AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to XX% of AMD stock at $0.01/shr. The agreement covers deployment of X GW of AMDs upcoming MI450 chips starting in 2026 with revenue recognition beginning next year. AMD says the partnership could contribute over $100B in new revenue over four years"
X Link @wallstengine 2025-10-06T10:57Z 94.6K followers, 426.5K engagements
"Galaxy Digital $GLXY has launched GalaxyOne a new platform for U.S. investors that combines cash yields crypto trading and stock brokerage in one place. The app offers X% APY on deposits with FDIC insurance X% APY on premium yield notes for accredited investors crypto trading in bitcoin ethereum and solana and commission-free trading of over 2000 U.S. stocks and ETFs. CEO Mike Novogratz says Galaxy is bringing its institutional infrastructure to individuals with this launch"
X Link @wallstengine 2025-10-06T11:46Z 94.6K followers, 20K engagements
"$STZ Constellation Brands Q226 Earnings Highlights 🔹 Revenue: $2.48B (Est. $2.51B) 🔴; -XX% YoY 🔹 EPS: $XXXX (Est. $3.48) 🟢; -XX% YoY FY26 Guidance 🔹 EPS (comparable): $11.30$11.60 (Est. $1.44) 🟢 🔹 Operating Cash Flow: $2.5$2.6B 🔹 Free Cash Flow: $1.3$1.4B 🔹 Capex: $1.2B (incl. $1.0B for Mexico beer operations) Q2 Segment Beer (U.S.) 🔹 Net Sales: DOWN -X% YoY; Shipments: DOWN -XXX% YoY; Depletions: DOWN -XXX% YoY 🔹 Operating Margin: 40.6%; DOWN -XXX bps YoY 🔹 Brand notes: Modelo Especial (#1 in dollar sales); Corona Extra top-5; Pacifico UP nearly +14% YoY depletions; Victoria UP"
X Link @wallstengine 2025-10-06T20:15Z 94.5K followers, 10.1K engagements
"Jefferies Downgrades $DLTR to Underperform from Hold Lowers PT to $XX from $XXX Analyst comments: "We downgrade Dollar Tree to Underperform as inflation management decisions and tariffs have turned a simple business model into a complex one. Pricing analyses competitive overlap and channel check observations reinforce mounting execution risk and margin pressure. As we head into the upcoming Investor Day risk/reward appears unfavorable and we outline a potential EPS downside case of $X in 2026 versus the Streets $XXXX. PT to $70." Analyst: Corey Tarlowe"
X Link @wallstengine 2025-10-07T06:44Z 94.5K followers, 11.2K engagements
"NYSE owner Intercontinental Exchange $ICE is near a $X billion investment in Polymarket at a valuation of $810B. Deal could be announced today. Investment could boost Polymarkets push to re-enter the U.S. Source: WSJ"
X Link @wallstengine 2025-10-07T10:24Z 94.5K followers, 24.5K engagements
"ORACLE $ORCL LOST NEARLY $XXX MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER: THE INFORMATION"
X Link @wallstengine 2025-10-07T15:02Z 94.5K followers, 123.2K engagements
"Top of the @prospero_ai small cap screener today: $CLSK $TMC $WOLF $OSCR $EOSE $UUUU $BBAI $CIFR $PPTA $ONDS"
X Link @wallstengine 2025-10-07T15:06Z 94.6K followers, 11.5K engagements
"Bloomberg: CoreWeave $CRWV CEO says there are no plans to revisit its bid for Core Scientific $CORZ calling the offer the value for them"
X Link @wallstengine 2025-10-07T16:10Z 94.6K followers, 18.2K engagements
"TRUMP: WILL MEET CHINA'S XI IN A FEW WEEKS IN SOUTH KOREA"
X Link @wallstengine 2025-10-07T16:33Z 94.5K followers, 11.7K engagements
"EX-FDA REGULATOR PETER MARKS JOINS $LLY ELI LILLY - STAT NEWS"
X Link @wallstengine 2025-10-07T19:00Z 94.6K followers, 10.8K engagements
"REPORT OF ORACLE $ORCL CHIP RENTAL LOSSES OFF BASE - FOX BUSINESS"
X Link @wallstengine 2025-10-07T19:05Z 94.5K followers, 38.4K engagements
"$JOBY plans to raise $500M through a public stock offering with underwriters granted an option for another $75M. Proceeds will go toward certification manufacturing and preparing its electric air taxi business for commercial launch"
X Link @wallstengine 2025-10-07T21:39Z 94.5K followers, 11K engagements
"ABB TO SELL ROBOTICS UNIT TO SOFTBANK FOR ENT. VALUE OF $XXXXX BLN"
X Link @wallstengine 2025-10-08T08:18Z 94.5K followers, 11.9K engagements
"JPMorgan Downgrades $FDX to Neutral from Overweight Lowers PT to $XXX from $XXX Analyst comments: "We are downgrading FedEx (FDX) to Neutral following recent channel checks across the less-than-truckload (LTL) industry which suggest a lower valuation multiple is warranted for the Freight segment in our sum-of-the-parts (SoTP) analysis. We are increasingly concerned that the full-year EPS guidance is at risk as it already assumes a rebound in Freight fundamentals. The high cost of separating the Freight segment and its recent operational underperformance are likely to pressure the LTL multiple"
X Link @wallstengine 2025-10-08T08:46Z 94.5K followers, 7705 engagements
"HSBC Downgrades $INTC to Reduce from Hold Raises PT to $XX from $XXXXX Analyst comments: "Intel has recently announced three major deals that have driven a significant re-rating of the stock: X. SoftBank investing USD X billion; X. The U.S. administration investing USD XXXX billion for a XXX% equity stake; and X. NVIDIA investing USD X billion for an approximately X% stake. Although these deals were executed at a discount to market price Intels stock has risen XX% since the first announcement in August. We expect additional deal announcements that could drive further short-term re-rating."
X Link @wallstengine 2025-10-08T08:46Z 94.5K followers, 24.4K engagements
"Wells Fargo: 'We continue to see a XX basis point cut at both the October and December FOMC meeting'. "On Oct. X the federal government shut down as Congress failed to enact a bill to fund the government past September. As we went to print the shutdown continued with a reopening date still uncertain. The federal government will eventually reopen and a flood of new economic data will follow but a data blackout clouds the outlook in the interim. For now we have upgraded our real GDP growth forecast modestly and left our forecast for the fed funds rate unchanged. We continue to see a XX basis"
X Link @wallstengine 2025-10-08T10:04Z 94.6K followers, 8927 engagements
"$AMZN is bringing pharmacy directly into the doctors office Starting Dec. 2025 Amazon Pharmacy Kiosks will launch at select One Medical locations in Los Angeles letting patients pick up prescriptions within minutes of their appointment instead of making a separate trip. $CVS"
X Link @wallstengine 2025-10-08T10:08Z 94.5K followers, 18.8K engagements
"Canopy Growth $CGC is converting its DOJA facility in Kelowna to medical-only cannabis cultivation. The site will now exclusively supply Spectrum Therapeutics patients including veterans under a micro-cultivation license. CGCis also shifting focus to medical cannabis in Canada"
X Link @wallstengine 2025-10-08T11:05Z 94.5K followers, 8223 engagements
"$ASTS has signed a commercial deal with Verizon $VZ to launch space-based cellular service in 2026. The service will connect standard smartphones directly to satellites using Verizons XXX MHz spectrum with successful voice video and messaging tests already completed"
X Link @wallstengine 2025-10-08T11:33Z 94.6K followers, 29.6K engagements
"$NVDA CEO URGES INVESTMENT IN POWER GENERATION FOR DATA CENTERS"
X Link @wallstengine 2025-10-08T12:38Z 94.5K followers, 25.6K engagements
"CISCO $CSCO SEEKS TO CHALLENGE BROADCOM $AVGO IN CONNECTING AI DATA CENTERS - BBG"
X Link @wallstengine 2025-10-08T13:03Z 94.5K followers, 10.4K engagements
"TD Cowen Reiterates Sell Rating on $RBLX PT $XX Analyst comments: "Our estimates are likely too low but we are leaving them unchanged for now. Continued strong engagement data in the second half of Q3 suggests that our Street-high Q3 and in particular Q4 bookings estimates are probably still too conservative. However recent data also reinforces our view that overall Roblox engagement growth has become increasingly dependent on what appears to be a boom-bust viral hit model. Despite the near-term strength in engagement trends we continue to believe that shares remain overvalued and therefore"
X Link @wallstengine 2025-10-08T13:28Z 94.6K followers, 8837 engagements
"U.S. AIRLINES: "IMPERATIVE" FAA ACCOMPLISH SOME "QUICK WINS" IN $XXXX BILLION AIR TRAFFIC CONTROL OVERHAUL - LETTER"
X Link @wallstengine 2025-10-08T17:41Z 94.5K followers, 8241 engagements
"FOMC MINUTES: MOST SAID LIKELY APPROPRIATE TO EASE POLICY MORE THIS YEAR THERE MAY HAVE BEEN MORE SUPPORT FOR NO CUT THAN FOR A HALF POINT CUT. DOWNSIDE RISKS TO EMPLOYMENT ELEVATED AND HAVE RISEN NOTHING THAT INDICATED NEAR-TERM URGENCY TO CHANGE BALANCE SHEET RUNOFF"
X Link @wallstengine 2025-10-08T18:04Z 94.6K followers, 34.4K engagements
"Barrons: Quantum Stocks Look Like Theyre Forming a Market Bubble. $RGTI $QUBT $QBTS $IONQ"
X Link @wallstengine 2025-10-08T18:51Z 94.6K followers, 41.6K engagements
"AI data centers could lift U.S. natural gas demand by up to XX% by 2030. Bloomberg Intelligence projects AI-linked demand could add XX Bcf/day with XXX Bcf/day most likely"
X Link @wallstengine 2025-10-08T19:01Z 94.6K followers, 19.8K engagements
"Ford $F To Shut Down F-150 Lightning Plant In Michigan Next Week Due To Aluminum Factory Fire Union Official Says - Reuters"
X Link @wallstengine 2025-10-08T19:08Z 94.6K followers, 9239 engagements
"Nasdaq $QQQ just logged its best day since August closing up +1.15%"
X Link @wallstengine 2025-10-08T20:04Z 94.6K followers, 10.5K engagements
"$MSFT is developing its own AI models to reduce reliance on OpenAI and strengthen its Copilot ecosystem. Microsofts AI division led by Mustafa Suleyman has expanded staffing and aims to train in-house models capable of replacing OpenAI workloads over time. Source: WSJ"
X Link @wallstengine 2025-10-08T23:18Z 94.6K followers, 24.1K engagements
"Citizens Raises $HOOD PT to $XXX from $XXX - Market Outperform Analyst comments: "We see upside to estimates for HOOD into 3Q as we are modeling EPS of $XXXX compared to consensus at $XXXX and adjusted EBITDA of $748M vs. consensus of $685M. Given the strong stock move we believe the direction of earnings is fairly well known (expectation for a strong quarter) but this has been a continual 'beat-and-raise' story and we still see many aspects of earnings upside over the next couple of years that are barely in models at this point suggesting to us that momentum can continue even if not on a"
X Link @wallstengine 2025-10-09T08:51Z 94.6K followers, 13.3K engagements
"Ferrari $RACE laid out its 2030 roadmap at Capital Markets Day confirming an average of four new model launches per year between 2026 and 2030 and the debut of its first fully electric Ferrari elettrica in late 2026. By the end of the decade the lineup will be XX% ICE XX% hybrid and XX% electric. Executive Chairman John Elkann said With the new Ferrari elettrica we once again affirm our will to progress by uniting the discipline of technology the creativity of design and the craft of manufacturing. Ferrari now counts 90000 active clients up XX% from 2022 and plans to open Tailor Made centers"
X Link @wallstengine 2025-10-09T09:32Z 94.6K followers, 31.2K engagements
"RAY-BAN MAKER SEES $META SMART GLASSES AS THE NEXT SMARTPHONE EssilorLuxottica CEO Francesco Milleri says glasses are poised to become the central device in peoples lives possibly replacing smartphones. The company plans to scale Ray-Ban Meta production to XX million units a year by end-2026 calling it the next big tech category. Milleri told Bloomberg that 100s of millions of smart glasses could soon be interconnected globally. FWIW The Meta partnership already brings in XXX million in 2025 revenue and Barclays sees it topping X billion by 2030"
X Link @wallstengine 2025-10-09T09:34Z 94.5K followers, 50.9K engagements
"FERRARI $RACE SEES 2030 ADJ. EBITDA AT LEAST EU3.6B"
X Link @wallstengine 2025-10-09T09:48Z 94.6K followers, 7216 engagements
"FERRARI $RACE TO INCREASE DIV PAYOUT TO XX% OF NET STARTING FROM 2025"
X Link @wallstengine 2025-10-09T09:49Z 94.6K followers, 7123 engagements
"$PEP PepsiCo Q325 Earnings Highlights 🔹 Revenue: $23.94B (Est. $23.86B) 🟢; UP +3% YoY 🔹 Core EPS: $XXXX (Est. $2.27) 🟢; DOWN -X% YoY (constant currency) 🔸 Steve Schmitt named EVP & CFO Reaffirms FY25 Guidance: 🔹 Low-single-digit organic revenue growth 🔹 Core constant-currency EPS approximately even with prior year; FX headwind now 0.5ppt (prior 1.5ppt) 🔹 FY25 cash returns $8.6B (Dividends $7.6B; Buybacks $1.0B); core tax rate XX% Segment: 🔹 PBNA: $7.33B; UP +2% YoY (Organic +2%) 🔹 PFNA: $6.53B; FLAT YoY (Organic -3%) 🔹 EMEA: $5.02B; UP +9% YoY (Organic +5.5%) 🔹 Latin America"
X Link @wallstengine 2025-10-09T10:06Z 94.6K followers, 17.5K engagements
"DoorDash $DASH is teaming up with Serve Robotics $SERV in a multiyear deal to roll out sidewalk delivery robots across the US starting in Los Angeles. Serve which also works with $UBER has already completed tens of thousands of deliveries in five cities including Miami Dallas and Chicago. The partnership isnt exclusive allowing Serves fleet to take orders from both DoorDash and Uber to improve utilization. Serve plans to double its fleet to 2000 robots by year-end aiming to boost efficiency and cut idle time"
X Link @wallstengine 2025-10-09T10:52Z 94.6K followers, 46.6K engagements
"$GOOGL just launched Gemini Enterprise its new agentic AI platform built to compete with Microsoft and OpenAI. The platform unifies Googles latest Gemini models a no-code workbench customizable business agents and a secure data layer all managed under one governance system for tracking and auditing. Google says Gemini Enterprise can integrate across an entire organization to automate workflows and boost productivity with major potential in healthcare and life sciences where agents can cut regulatory review times and reduce errors. The product marks Googles full entry into the AI agent"
X Link @wallstengine 2025-10-09T12:05Z 94.6K followers, 215.1K engagements
"$GAP announced a multi-year partnership with Google Cloud to integrate Gemini Vertex AI and BigQuery across its brands (Old Navy Gap Banana Republic and Athleta) The deal aims to accelerate product design pricing and planning through AI tools deliver hyper-personalized shopping experiences and empower employees with AI-driven decision support. CTO Sven Gerjets said the goal is to bring AI to life across our business empowering teams and delivering for customers faster and with greater personalization than ever"
X Link @wallstengine 2025-10-09T12:09Z 94.6K followers, 12.6K engagements
"PEPSICO $PEP CHIEF EXECUTIVE ANNOUNCES PLAN TO BRING BACK GATORADE IN THE U.S. AND WORLDWIDE LATER THIS YEAR"
X Link @wallstengine 2025-10-09T12:29Z 94.6K followers, 18K engagements
"PEPSICO $PEP CEO BELIEVES NORTH AMERICAN BEVERAGES BUSINESS WILL BOOST PROFITS IN FOURTH QUARTER"
X Link @wallstengine 2025-10-09T12:38Z 94.6K followers, 8579 engagements
"$HIMS & Hers released new survey data showing XX% of nearly 2400 customers rated their telehealth care as equal to or better than in-person visits. XX% said the intake process was easy and XX% reported clear treatment instructions and increased confidence in starting care. Among 418K weight-loss patients using GLP-1s only XXXX% reported side effects; mental and sexual health categories were under XXXX% while hair loss treatments saw 24%"
X Link @wallstengine 2025-10-09T13:07Z 94.6K followers, 52.7K engagements
"Ferrari $RACE is having its worst trading day since 2016 after the company cut its 2030 EV target in half now expecting only XX% of its lineup to be fully electric by the end of the decade down from the XX% goal set in 2022"
X Link @wallstengine 2025-10-09T14:07Z 94.6K followers, 17.2K engagements
"$META filled the gap after the open broke above its opening range and is now pushing higher up over 1.4%. Data via @edgeful"
X Link @wallstengine 2025-10-09T16:18Z 94.5K followers, 11.1K engagements
"AstraZeneca $AZN announced plans to boost investment in its Virginia manufacturing facility to $XXX billion more than doubling the scope of its earlier commitment"
X Link @wallstengine 2025-10-09T16:31Z 94.5K followers, 8089 engagements
"BILLIONAIRE $FOUR CEO ISAACMAN SAID TO TALK WITH TRUMP OVER TOP NASA JOB"
X Link @wallstengine 2025-10-09T17:07Z 94.6K followers, 18.6K engagements
"Jefferies says Ferraris $RACE steep derating vs. luxury peers now XX% over the past six months; is starting to feel extreme. The firm highlighted that Ferraris updated long-term plan is not bearish but conservative calling it realism over optimism. Jefferies said Ferraris FY25 guidance was slightly raised with revenue now expected at 7.1B and EBIT margin XX% but the 2030 outlook disappointed: revenue guidance of 9B (vs. Streets 10.2B) EBIT margin XX% (vs. XXXX% expected) and EPS XXXXX (vs. XXXXX consensus). Analysts said Ferraris revised product mix XX% gas XX% electric reflects pragmatism"
X Link @wallstengine 2025-10-09T17:46Z 94.6K followers, 26.6K engagements
"Microsoft $MSFT forecasts ongoing data center constraints through 2026 OpenAI remains Microsofts largest CPU customer on Azure. The company reportedly had to turn away some Azure customers due to limited capacity. - BBG"
X Link @wallstengine 2025-10-09T19:17Z 94.6K followers, 253.8K engagements
"SoftBank Group is negotiating a $X billion margin loan backed by $ARM Holdings shares Bloomberg reports. The financing would lift total loans secured by Arm stock to $XXXX billion following $13.5B previously raised"
X Link @wallstengine 2025-10-10T06:24Z 94.5K followers, 18K engagements
"Stellantis $STLA said vehicle sales rose XX% in Q3 helped by a XX% jump in U.S. deliveries as inventories normalized and the company brought back the V8 Ram 1500"
X Link @wallstengine 2025-10-10T07:14Z 94.6K followers, 9251 engagements
"CHINA PROBES QUALCOMM $QCOM FOR SUSPECTED MONOPOLY: CCTV"
X Link @wallstengine 2025-10-10T09:03Z 94.6K followers, 45.9K engagements
"A Reddit post is circulating that lists OpenAIs top XX customer by token consumption and Duolingo tops the list"
X Link @wallstengine 2025-10-10T09:28Z 94.6K followers, 435.3K engagements
"$IONQ OFFERING: IonQ is selling 16.5M shares plus 43.01M 7-yr Series B warrants (strike $155) and 5.01M pre-funded warrants at a combined $XX price for $2.0B gross ($1.98B net) to fund working capital and potential acquisitions; last close was $XXXXX on 10/9 shares outstanding move to 347.4M post-deal (before warrant exercise) settle Oct XX with J.P. Morgan as sole underwriter"
X Link @wallstengine 2025-10-10T12:40Z 94.6K followers, 58.8K engagements
"$GM is bringing back the Chevrolet Bolt for the 2027 model year after ending production in 2023. The new Bolt will start at $29990 ship in early 2025 and deliver an estimated 255-mile range per charge. Itll also be the first Chevy EV with a native NACS charging port and offer features like Super Cruise and new interior tech. GM expects the Bolt and Equinox EV to drive most of Chevys EV sales in 2026"
X Link @wallstengine 2025-10-10T14:35Z 94.6K followers, 9649 engagements
"TRUMP THREATENS MASSIVE TARIFF INCREASE ON CHINESE IMPORTS IN RESPOSE TO PROPOSED EXPORT CONTROLS ON RARE EARTHS: TRUTH POST"
X Link @wallstengine 2025-10-10T14:58Z 94.6K followers, 251.2K engagements
"Trump: "Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production having to do with Rare Earths and virtually anything else they can think of even if its not manufactured in China. Nobody has ever seen anything like this but essentially it would clog the Markets and make life difficult for virtually every Country in the World especially for China. We have been contacted by other Countries who are extremely angry at this great Trade"
X Link @wallstengine 2025-10-10T15:00Z 94.6K followers, 624.6K engagements
"S&P XXX $SPY FALLS XXX% AFTER TRUMP TRUTH SOCIAL POST ON CHINA"
X Link @wallstengine 2025-10-10T15:59Z 94.5K followers, 21K engagements
"ASTRAZENECA $AZN STRIKES DEAL WITH WHITE HOUSE ON DRUG PRICES: MSNBC"
X Link @wallstengine 2025-10-10T16:38Z 94.5K followers, 18.9K engagements
"Crypto-related stocks under pressure today as Crypto slide following Trumps China tariff threat. $TONX $FGNX $COIN $BMNR"
X Link @wallstengine 2025-10-10T17:22Z 94.6K followers, 10.9K engagements
"Senator wants CEOs of AT&T $T Verizon $VZ and T-Mobile $TMUS to disclose whether they objected to subpoenas of senators' phone data during probe of January X capitol riot - Letter"
X Link @wallstengine 2025-10-10T17:32Z 94.5K followers, 10.8K engagements
"$GLXY Galaxy Digital announced a $460M strategic investment from one of the worlds leading asset managers. The deal includes 9.03M shares from Galaxy and 3.75M shares from executives (incl. CEO) at $36/share. Proceeds will fund corporate initiatives and the Helios data center buildout (133MW Phase X by 2026) expanding Galaxys AI + digital infra footprint"
X Link @wallstengine 2025-10-10T20:06Z 94.5K followers, 23.6K engagements
"Cisco $CSCO filed a Form XX showing no change in its disclosed holdings which continue to include a stake in CoreWeave $CRWV"
X Link @wallstengine 2025-10-10T20:10Z 94.5K followers, 14.8K engagements
"Bitcoin dipped below $110000 following Trumps announcement of XXX% tariffs on China triggering over $3B in crypto liquidations in the past hour"
X Link @wallstengine 2025-10-10T21:25Z 94.6K followers, 17.8K engagements
"Palmer Luckey on Anduril IPO: Were on a path to IPO. In the low single-digit years. We want to either be profitable across the business or very close to it with a clear trend that its going to happen. No more toss it in the bin no need to do paperwork"
X Link @wallstengine 2025-10-11T06:52Z 94.5K followers, 86.9K engagements
"UPCOMING KEY EARNINGS WEEK OF OCT XX 2025 Mon: $FAST Tue: $JPM $JNJ $GS $BLK $C $WFC $DPZ Wed: $ASML $BAC $MS $ABT $PNC $UAL Thu: $TSM $SCHW $USB $TRV $KEY $CSX Fri: $AXP $SLB $ALLY Follow me @wallstengine for FREE FAST ACCURATE & CONSISTENT stock market updates actionable news earnings highlights and sharp market commentary every now and then. Everything you need as a trader or investor to stay informed and ahead of the game"
X Link @wallstengine 2025-10-11T22:11Z 94.6K followers, 27.2K engagements
"TRUMP: TARIFFS FOR CHINA ARE STILL THE PLAN ON NOV X. NOV. X DEADLINE IS AN 'ETERNITY' FOR ME ON MEETING W/ XI: I THINK WE ARE GOING TO BE FINE WITH CHINA"
X Link @wallstengine 2025-10-12T21:34Z 94.5K followers, 51K engagements
"Today's Key Events (All ET) 10/13/2025 08:00: OPEC Monthly Report (Tentative) 12:55: Fed's Paulson Before Open 👇 06:50: Fastenal $FAST"
X Link @wallstengine 2025-10-13T08:16Z 94.5K followers, 11.6K engagements
"JPMorgan Upgrades $AGX to Overweight from Neutral Raises PT to $XXX from $XXX Analyst comments: "We are placing the stock on Positive Catalyst Watch into the F3Q print (early December). We view AGX and its subsidiary Gemma Power Systems as underappreciated beneficiaries of the accelerating AI-driven power demand cycle. We believe the companys record backlog a robust pipeline of large-scale gas projects in the U.S. and unprecedented pricing tailwinds in the broader gas turbine EPC market provide strong visibility into multi-year growth and margin expansion potential for AGX. With management"
X Link @wallstengine 2025-10-13T09:41Z 94.6K followers, 13.5K engagements
"BofA out with a semiconductor sector update this morning. Analyst Vivek Arya upgraded $AMAT and $CAMT to Buy while downgrading $INTC and $ACLS to Underperform. He also raised targets across several names $KLAC to $1300 $NVMI to $XXX $MKSI to $XXX $AEIS to $XXX and $TER to $145"
X Link @wallstengine 2025-10-13T10:11Z 94.6K followers, 20K engagements