# ![@wallstengine Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1508426880860704771.png) @wallstengine Wall St Engine

Several major companies have recently reported earnings, including DuPont, Generac, Microsoft, and Alphabet. Microsoft has committed over $60 billion to expand its AI capacity, while Alphabet's Google is rolling out its most powerful AI chip yet, Ironwood. Meanwhile, tech giants like Nvidia and AMD are seeing significant growth, with Nvidia's CEO predicting humanoid robots will be a huge market and AMD's earnings showing a 36% year-over-year revenue increase.

### Engagements: [------] [#](/creator/twitter::1508426880860704771/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1508426880860704771/c:line/m:interactions.svg)

- [--] Week [---------] -48%
- [--] Month [----------] +85%
- [--] Months [-----------] +88%
- [--] Year [-----------] +331%

### Mentions: [---] [#](/creator/twitter::1508426880860704771/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1508426880860704771/c:line/m:posts_active.svg)

- [--] Week [---] -10%
- [--] Month [-----] +8.30%
- [--] Months [-----] +28%
- [--] Year [------] +51%

### Followers: [-------] [#](/creator/twitter::1508426880860704771/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1508426880860704771/c:line/m:followers.svg)

- [--] Week [-------] +1.20%
- [--] Month [-------] +7.90%
- [--] Months [-------] +60%
- [--] Year [-------] +222%

### CreatorRank: [-------] [#](/creator/twitter::1508426880860704771/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1508426880860704771/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5884 [finance](/list/finance)  28.91% [technology brands](/list/technology-brands)  25.5% [cryptocurrencies](/list/cryptocurrencies)  9.64% [countries](/list/countries)  8.23% [automotive brands](/list/automotive-brands)  3.64% [financial services](/list/financial-services)  #261 [social networks](/list/social-networks)  2.23% [celebrities](/list/celebrities)  1.65% [currencies](/list/currencies)  #3468

**Social topic influence**
[ai](/topic/ai) #4596, [ceo](/topic/ceo) #1742, [up to](/topic/up-to) 4.47%, [$googl](/topic/$googl) #3289, [$nvda](/topic/$nvda) #1084, [eps](/topic/eps) #98, [we are](/topic/we-are) 3.88%, [cash flow](/topic/cash-flow) #162, [flow](/topic/flow) #2387, [china](/topic/china) #885

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@ultimatetrad8r](/creator/undefined) [@wolf_financial](/creator/undefined) [@mpagalavan4028](/creator/undefined) [@cryptodaaddy](/creator/undefined) [@faststocknewss](/creator/undefined) [@richreadsvids](/creator/undefined) [@systemdaddyai](/creator/undefined) [@norveclifinance](/creator/undefined) [@stockmktnewz](/creator/undefined) [@luxalgo](/creator/undefined) [@lowbeta](/creator/undefined) [@voltportfolio](/creator/undefined) [@zcelestialbaby](/creator/undefined) [@russfrompublic](/creator/undefined) [@brandonwealth](/creator/undefined) [@the__chenz](/creator/undefined) [@ro_rademaker](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Novo-Nordisk (NVO)](/topic/$nvo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eli Lilly and Company (LLY)](/topic/$lly) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Intel Corporation (INTC)](/topic/$intc) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/bitcoin) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Unity Software Inc. (U)](/topic/$u) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"S&P Global Market Intelligence says data center deal value hit a record in [----] with over $61B in transactions and 100+ deals in the first [--] months. Funding is leaning more on debt: S&P pegs [----] debt issuance at $182B vs $92B last year with Meta and Google among the biggest issuers. S&P still expects AI-driven demand and M&A to stay strong into [----] even as investors worry about valuations and how the buildout is being financed. https://twitter.com/i/web/status/2001952280082616405 https://twitter.com/i/web/status/2001952280082616405"  
[X Link](https://x.com/wallstengine/status/2001952280082616405)  2025-12-19T09:46Z 126.1K followers, [----] engagements


"Halozyme $HALO raised its outlook guiding [----] revenue to $1.385B$1.40B with royalties of $865M$870M. It also lifted [----] guidance to $1.71B$1.81B revenue and $1.13B$1.17B royalties plus adj. EBITDA $1.125B$1.205B and non-GAAP EPS $7.75$8.25"  
[X Link](https://x.com/wallstengine/status/2016477955216769305)  2026-01-28T11:46Z 126.1K followers, [----] engagements


"US DEC. JOB OPENINGS 6.542M; EST. 7.250M"  
[X Link](https://x.com/wallstengine/status/2019425900669071580)  2026-02-05T15:00Z 126.1K followers, [----] engagements


"$GOOGL is looking to raise about $15B in a multi-tranche bond sale including a long-dated piece out to [----] thats being talked around +1.2% over Treasuries"  
[X Link](https://x.com/wallstengine/status/2020851080033190096)  2026-02-09T13:23Z 126.1K followers, 21.9K engagements


"$GOOGL DOLLAR BOND SALE DRAWS OVER $100 BILLION OF DEMAND"  
[X Link](https://x.com/wallstengine/status/2020907669788512325)  2026-02-09T17:08Z 126.1K followers, 17.8K engagements


"Bloomberg reports $GOOGL is upsizing its bond sale to about $20B after pulling in $100B+ of demand for what was initially marketed around $15B"  
[X Link](https://x.com/wallstengine/status/2020924532639531411)  2026-02-09T18:15Z 126.1K followers, 40.9K engagements


"$GOOGL STERLING BOND SALE DRAWS RECORD [--] BILLION OF BIDS"  
[X Link](https://x.com/wallstengine/status/2021192358407426337)  2026-02-10T11:59Z 126.1K followers, 11.7K engagements


"Mahindra picked Mobileye $MBLY for ADAS on at least six upcoming models with production expected to start in [----]. Mobileye says itll supply SuperVision and Surround systems powered by EyeQ6H delivering perception driving functions driver monitoring and parking on a single ECU. https://twitter.com/i/web/status/2021213268950519912 https://twitter.com/i/web/status/2021213268950519912"  
[X Link](https://x.com/wallstengine/status/2021213268950519912)  2026-02-10T13:22Z 126.1K followers, [----] engagements


"S&P [---] closing heatmap"  
[X Link](https://x.com/wallstengine/status/2021329417696612477)  2026-02-10T21:04Z 126.1K followers, [----] engagements


"Nike $NKE CEO Elliott Hill told Bloomberg TV the turnaround is starting to show up in wholesale with momentum in North America and a push to rebuild partner relationships globally as new footwear and apparel launches ramp"  
[X Link](https://x.com/wallstengine/status/2021580111896601024)  2026-02-11T13:40Z 126.1K followers, 10.8K engagements


"WSJ: $META's auditor EY flagged a critical audit matter around how Meta kept a $27B data-center project off its balance sheet. Meta moved the Hyperion project into a JV with Blue Owl (Meta 20% Blue Owl funds 80%) and said it isnt the primary beneficiary of the VIE so it didnt consolidate the assets or debt. https://twitter.com/i/web/status/2021644286258016670 https://twitter.com/i/web/status/2021644286258016670"  
[X Link](https://x.com/wallstengine/status/2021644286258016670)  2026-02-11T17:55Z 126.1K followers, 26.3K engagements


"JPMorgan Upgrades $LUXE to Overweight from Neutral Raises PT to $14 from $9 Analyst comments: "Following our investor meetings with CEO Kliger in NYC we thought it would be value-add to share our key takeaways and model implications. By the numbers: we raise our FY26E adjusted EBITDA to 11M (above the Street at -10M) and FY27E adjusted EBITDA to 73.2M (more than double consensus at 30.8M). Importantly CEO Kliger cited the multi-year path to 79% EBITDA margins (by FY29) is 'well on track' with our model reflecting 'phase 1' progression from 0.4% adjusted EBITDA margins in FY26E (including MYTE"  
[X Link](https://x.com/wallstengine/status/2021894361085051159)  2026-02-12T10:29Z 126.1K followers, [----] engagements


"SILVER CRASHES 10% IN LESS THAN 30MINS"  
[X Link](https://x.com/wallstengine/status/2021985434528870704)  2026-02-12T16:31Z 126.1K followers, 27.3K 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 [----] potentially making Taiwan a major hub for humanoid robot production."  
[X Link](https://x.com/wallstengine/status/1863485879811252309)  2024-12-02T07:30Z 125K followers, 20.7K engagements


"Interactive Brokers $IBKR will join S&P [---] on Aug [--] replacing Walgreens Boots Alliance $WBA"  
[X Link](https://x.com/wallstengine/status/1960107364113404188)  2025-08-25T22:29Z 125K followers, 19.3K 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 [---] Insurance Index dropped 6% 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 https://twitter.com/i/web/status/1978905553385435200 https://twitter.com/i/web/status/1978905553385435200"  
[X Link](https://x.com/wallstengine/status/1978905553385435200)  2025-10-16T19:27Z 124.7K followers, 17.9K engagements


"$TSLA CEO ELON MUSK: We're also on the cusp of of something really tremendous with Optimus which I think is likely to be or has potential to be the biggest product of all time. And it's a difficult project. And it's worth noting that it's not like it's just automatic. I'm unaware of any robot program by Ford or GM or any of our US sort of car companies"  
[X Link](https://x.com/wallstengine/status/1981113777862148569)  2025-10-22T21:41Z 125.1K followers, 129.8K engagements


"Saudi Telecom (stc) signed a 10-year strategic partnership with AST SpaceMobile $ASTS to offer space-based telecom services. The contract value could exceed 9% of stcs [----] revenue ($20.21B) depending on service usage. The plan is to provide direct-to-device satellite connectivity across Saudi Arabia and multiple countries in the Middle East and Africa using standard smartphones. stc will be the main operator in Saudi Arabia and will receive exclusive rights in Libya Syria Lebanon Djibouti Tunisia and Sudan plus preferential terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and"  
[X Link](https://x.com/wallstengine/status/1983518888194380228)  2025-10-29T12:58Z 125K followers, 59K engagements


"$ALGN Align Technology Q325 Earnings Highlights 🔹 Revenue: $995.7M (Est. $975.9M) 🟢; UP +1.8% YoY 🔹 EPS (Non-GAAP): $2.61 (Est. $2.42) 🟢; UP +7.6% YoY 🔹 Clear Aligner Revenue: $805.8M; +2.4% YoY 🔹 Clear Aligner Volume: 647.8K cases; +4.9% YoY 🔹 Teens & Kids Volume: +8.3% YoY; +14.7% Seq. 🔹 Imaging & CAD/CAM Revenue: $189.9M; -0.6% YoY (seasonal softness) 🔹 Operating Margin (Non-GAAP): 23.9%; +180 bps YoY 🔹 Cash: $1.00B vs. $901M in Q2 🔹 Share Buybacks: 0.5M shares repurchased at avg. $136.77 Guidance (Q425) 🔹 Revenue: $1.025B$1.045B 🟢 🔹 Non-GAAP Operating Margin: 26% 🔹 Clear"  
[X Link](https://x.com/wallstengine/status/1983635010495377600)  2025-10-29T20:40Z 125.1K followers, [----] engagements


"$CROX Crocs Q325 Earnings Highlights 🔹 Revenue: $996.3M (Est. $961.61M) 🟢; -6.2% YoY 🔹 Adj. EPS: $2.92 (Est. $2.36) 🟢; -18.9% YoY 🔹 Gross Margin: 58.5%; [----] bps YoY Q425 Guidance 🔹 Adj. EPS: $1.82$1.92 (Est. $1.75) 🟢 🔹 Revenues to be down 8% YoY 🟡 🔹 Crocs Brand to be down 3% YoY 🔹 HEYDUDE Brand to be down mid-20% YoY 🔹 Adj. Op Margin: 15.5% 🔹 Tax Rate: GAAP 20% 🔹 FY25 CapEx: $70M$75M Segment (YoY) Crocs Brand 🔹 Revenue: $836M; DOWN -2.5% (CC -3.2%) 🔹 DTC: $472M; UP +2.0% (CC +1.2%) 🔹 Wholesale: $364M; DOWN -7.9% (CC -8.4%) 🔹 North America: $448M; DOWN -8.8% 🔹"  
[X Link](https://x.com/wallstengine/status/1983857001559179414)  2025-10-30T11:22Z 125.9K followers, 10.8K engagements


"$SM Energy and Civitas Resources $CIVI agreed to a $12.8B all-stock merger creating a major U.S. shale operator with 823K net acres and 526K boe/d in output. Civitas holders will get [----] SM shares each and own 52% of the combined firm. Annual synergies are estimated at $200300M and [----] free cash flow is projected above $1.4B. https://twitter.com/i/web/status/1985306576681628050 https://twitter.com/i/web/status/1985306576681628050"  
[X Link](https://x.com/wallstengine/status/1985306576681628050)  2025-11-03T11:22Z 124.8K followers, 10.2K engagements


"MSCIs November index review adds CoreWeave $CRWV Insmed $INSM and Nebius Group $NBIS to the MSCI World Index as three of the largest new inclusions effective after the close on Nov 24"  
[X Link](https://x.com/wallstengine/status/1986207926315524294)  2025-11-05T23:04Z 124.7K followers, 37.3K engagements


"LegalZoom $LZ is up around 30% after a strong beat-and-raise. Organic revenue growth accelerated for the second quarter in a row and subscription revenue has now accelerated for [--] straight quarters. Management is showing it can invest in growth while still expanding margins with record free cash flow this quarter. A lot of the earlier concerns around strategy formation volatility visibility and AI disruption are easing. https://twitter.com/i/web/status/1986379505846362399 https://twitter.com/i/web/status/1986379505846362399"  
[X Link](https://x.com/wallstengine/status/1986379505846362399)  2025-11-06T10:25Z 125K followers, [----] engagements


"AMD has poured $100B into AI over the last [--] years: $40B in organic R&D $60B in acquisitions (incl. Xilinx Pensando Nod etc.) $1B in venture investments across the AI ecosystem"  
[X Link](https://x.com/wallstengine/status/1988310586481098918)  2025-11-11T18:19Z 124.7K followers, 10.5K engagements


"$FLUT Flutter Entertainment Q325 Highlights 🔹 Revenue: $3.794B (Est. $3.89B) 🟡; UP +17% YoY 🔹 Adj EBITDA: $478M; UP +6% YoY 🔹 Adj EPS: $1.64; UP +29% YoY 🔹 Net Loss: ($789M); driven by $556M India impairment and $205M Boyd payment 🔹 AMPs: 14.133M; UP +9% YoY FY25 Guidance: 🔹 Group Revenue: $16.69B 🔹 US Revenue: $7.17B (Est. $7.47B) 🔴 🔹 Adj EBITDA: $2.915B Q3 US: 🔹 Revenue: $1.368B; UP +9% YoY 🔹 iGaming Revenue: UP +44% YoY 🔹 Sportsbook Revenue: DOWN -5% YoY; handle UP +6% YoY 🔹 Adjusted EBITDA: $51M; DOWN -12% YoY Q3 International: 🔹 Revenue: $2.426B; UP +21% YoY 🔹 Adjusted"  
[X Link](https://x.com/wallstengine/status/1988717734532903338)  2025-11-12T21:17Z 125.7K followers, 12.4K engagements


"61% of Nvidia $NVDA Q3 revenue came from just [--] customers: $12.54B Customer A (22%) $8.55B Customer B (15%) $7.41B Customer C (13%) $6.27B Customer D (11%) So who are A B C D in your view"  
[X Link](https://x.com/wallstengine/status/1991266004274471038)  2025-11-19T22:03Z 125K followers, 296.7K engagements


"$NVDA: In partnership with TSMC we celebrated the 1st Blackwell wafer produced on US soil. We will continue to work with Foxconn Wistron Amkor $AMKR and others to grow our presence in the US over the next [--] years"  
[X Link](https://x.com/wallstengine/status/1991270790814433294)  2025-11-19T22:22Z 125K followers, 34.7K engagements


"Jensen reiterated physical AI already a multibillion dollar business for $NVDA addressing a multi trillion dollar opportunity as companies like Belden Caterpillar Foxconn Lucid Toyota TSMC Wistron Agility Robotics Amazon Robotics Figure and Skild AI build on Nvidia"  
[X Link](https://x.com/wallstengine/status/1991286263446675589)  2025-11-19T23:23Z 125K followers, 29.5K engagements


"Bear Cave put out a short report on Sportradar $SRAD arguing investors overrate its business quality and moat and highlighting rising competition pressure from prediction markets and allegations the company helps facilitate the same crooked gambling it claims to police"  
[X Link](https://x.com/wallstengine/status/1991532490394378659)  2025-11-20T15:42Z 125.7K followers, 10.7K engagements


"PENTAGON SAID ALIBABA $BABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES"  
[X Link](https://x.com/wallstengine/status/1993744991383113952)  2025-11-26T18:13Z 125.4K followers, 25.5K engagements


"FT report that Alibaba and ByteDance are now training their newest AI models in Southeast Asian data centers to keep access to Nvidia $NVDA chips after the U.S. banned H20 sales to China in April [----]. They are leasing compute from non-Chinese operators in places like Singapore and Malaysia which lets them stay within export rules while still using top-tier GPUs. DeepSeek is the outlier having stockpiled Nvidia chips to train at home and is now working with Huawei and other local players on the next wave of Chinese AI chips. https://twitter.com/i/web/status/1994086503354703998"  
[X Link](https://x.com/wallstengine/status/1994086503354703998)  2025-11-27T16:50Z 125.4K followers, 87.4K engagements


"Somnigroup $SGI has proposed an all stock acquisition of Leggett & Platt $LEG at $12 per share about a 30% premium to the [--] day average and 17% above the Nov [--] close. All stock no financing contingency with a response requested by Dec 22"  
[X Link](https://x.com/wallstengine/status/1995456533698670710)  2025-12-01T11:34Z 125.4K followers, [----] engagements


"Alaska Air Group $ALK cut its Q4 [----] EPS guide to about $0.10 from at least $0.40 citing roughly $0.25 hit from an October IT/cloud outage about $0.15 from shutdown-driven FAA flight cuts (600 cancellations [-----] passengers) plus higher fuel and taxes. Revenue is back to positive YoY but still below pre-shutdown trends. https://twitter.com/i/web/status/1996334273645961684 https://twitter.com/i/web/status/1996334273645961684"  
[X Link](https://x.com/wallstengine/status/1996334273645961684)  2025-12-03T21:42Z 125.9K followers, [----] engagements


"Palantir $PLTR launched Chain Reaction an AI infra platform with CenterPoint Energy and $NVDA to coordinate utilities data centers and builders around AI power demand"  
[X Link](https://x.com/wallstengine/status/1996532507354005717)  2025-12-04T10:50Z 125.5K followers, 11.5K engagements


"$TTAN Q3'26 Earnings Snapshot 🔹 Revenue: $249.2M; +4.6% YoY (vs $238.3M last year) 🔹 EPS: $0.24 (Est. $0.15) 🟢 Q426 Guide: 🔹 Revenue: $244M$246M (Est. $242.6M) 🟢 FY26 Guide: 🔹 Revenue: $951M$953M (Est. $938.6M) 🟢"  
[X Link](https://x.com/wallstengine/status/1996692209639575680)  2025-12-04T21:24Z 124.7K followers, 10.7K engagements


"Unilever $UL shares are trading lower as its ice cream spin off The Magnum Ice Cream Co debuted at about [---] billion in Amsterdam below some earlier analyst valuation ranges with shareholders getting [--] $MICC share for every [--] Unilever shares and JPMorgan flagging roughly [--] million Magnum shares of potential forced selling since it is unlikely to make it into major FTSE or Stoxx indices. https://twitter.com/i/web/status/1997955162791456988 https://twitter.com/i/web/status/1997955162791456988"  
[X Link](https://x.com/wallstengine/status/1997955162791456988)  2025-12-08T09:03Z 125.7K followers, [----] engagements


"Barclays on Housing / Building Products: $SITE: Upgraded to Equalweight PT $134 (from $120) $KBH: Upgraded to Overweight PT $71 (from $49) $COMP: Upgraded to Overweight PT $13 (from $9) $SKY: Upgraded to Overweight PT $100 (from $79) $MAS: Downgraded to Equalweight PT $71 (from $76) $LEN: Downgraded to Underweight PT $98 (from $95) https://twitter.com/i/web/status/1997957309776245151 https://twitter.com/i/web/status/1997957309776245151"  
[X Link](https://x.com/wallstengine/status/1997957309776245151)  2025-12-08T09:11Z 125.7K followers, [----] engagements


"EssilorLuxottica is down 4.4% today on pace for its biggest drop since May and wiping out over 6B in value as traders react to Google stepping up [----] AI glasses plans with Warby Parker $WRBY"  
[X Link](https://x.com/wallstengine/status/1998352792235491742)  2025-12-09T11:23Z 125.5K followers, [----] engagements


"PubMatic $PUBM has teamed up with Kontext to plug programmatic text ads directly into AI chatbots. Reportedly buyers can use PubMatic or any DSP to target chats on partners like Liner AI and Deep AI with early tests showing 70% higher ROAS and 50% better click-to-convert"  
[X Link](https://x.com/wallstengine/status/1998412956623925687)  2025-12-09T15:22Z 125.4K followers, [----] engagements


"UBS Initiates Coverage on $PRCT with Buy Rating PT $62 Analyst comments: "We initiate on PRCT with a Buy as our KOL checks and market analysis give us conviction in utilization growth in '26/'27 and we see the recent sell-off as a buying opportunity. Our U.S. utilization growth estimates of 10% growth in [----] and at least LSD growth thereafter put us 2% and 1% ahead of overall consensus sales in [----] and [----]. We believe PRCTs sharpened focus on driving utilization on the existing installed base underpenetrated procedure/system placement TAM and mix-driven margin expansion are"  
[X Link](https://x.com/wallstengine/status/1999405151061155946)  2025-12-12T09:05Z 125.4K followers, [----] engagements


"UBS Initiates Coverage on $WAY with Buy Rating PT $41 Analyst comments: "Waystar is a leading cloud-native revenue cycle management platform positioned to capture a multi-year secular shift toward automation electronic transactions and AI-enabled workflows across provider organizations. Based on our analysis of WAYs results and competitive positioning its acquisition of Iodine and the accelerating adoption of AI in revenue cycle management we expect low-double-digit topline and low- to mid-teens EBITDA growth with our adjusted EBITDA estimates 34% ahead of consensus. Our numbers may prove"  
[X Link](https://x.com/wallstengine/status/2000522463671955651)  2025-12-15T11:04Z 125.6K followers, [----] engagements


"Morgan Stanley Upgrades $DOCS to Overweight from Equalweight Raises PT to $65 from $62 Analyst comments: "Relative to our checks Doximity's guidance and Street estimates look conservative. We increased our year-over-year revenue growth estimates for FY26/FY27/FY28 from 13%/10%/9% to 14%/12%/12% respectively which is a touch above the Street. Our FY26/FY27/FY28 EBITDA estimates moved up from $354mn/$393mn/$428mn to $361mn/$406mn/$459m respectively. Notably stricter constraints on direct-to-consumer advertising could drive a shift in ad dollars toward healthcare professional platforms like"  
[X Link](https://x.com/wallstengine/status/2000523030582440381)  2025-12-15T11:07Z 124.6K followers, [----] engagements


"$ARGX drops after Argenx says it will discontinue late-stage Vyvgart trials in thyroid eye disease following a futility call from an independent monitoring committee. That takes a roughly 100k US patient pool off the table and puts more weight on [----] autoimmune readouts"  
[X Link](https://x.com/wallstengine/status/2000531212956533097)  2025-12-15T11:39Z 125K followers, [----] engagements


"Royalty Pharma $RPRX is paying up to $315M for low single digit royalties on Nuvalents ALK and ROS1 NSCLC drugs neladalkib and zidesamtinib with analyst models calling for around $3.5B and $1.9B in sales by [----] and a royalty tail running into the early 2040s"  
[X Link](https://x.com/wallstengine/status/2000903438293721153)  2025-12-16T12:18Z 125.4K followers, [----] engagements


"APOLLO GLOBAL MANAGEMENT $APO IS WEIGHING A POTENTIAL UP TO $12B SALE OF ATLAS AIR - BBG"  
[X Link](https://x.com/wallstengine/status/2000997947560092161)  2025-12-16T18:34Z 125.9K followers, [----] engagements


"Coursera to acquire Udemy $UDMY in an all stock deal valuing UDMY at $2.5B. Holders get [-----] $COUR per share 26% premium to [--] day VWAP. Pro forma revenue $1.5B $115M run rate cost synergies targeted within [--] months. Deal expected to close 2H26"  
[X Link](https://x.com/wallstengine/status/2001288965165551744)  2025-12-17T13:50Z 125.5K followers, [----] engagements


"$KKR nearing multibillion-pound deal to sell up to half of its UK waste management group Viridor to Equitix - FT"  
[X Link](https://x.com/wallstengine/status/2001301036699639848)  2025-12-17T14:38Z 125.3K followers, [----] engagements


"Bloomberg: DOJ antitrust staff recommended in September not to bring criminal Covid-era collusion charges against $LYV Live Nation/Ticketmaster or CEO Rapino but Main Justice kept the probe open and handed it to a new team while the separate breakup case still heads to trial in March. https://twitter.com/i/web/status/2001402949852106808 https://twitter.com/i/web/status/2001402949852106808"  
[X Link](https://x.com/wallstengine/status/2001402949852106808)  2025-12-17T21:23Z 125K followers, [----] engagements


"Birkenstock $BIRK shares are falling after the company guided FY26 BELOW expectations w/ revenue seen at 2.302.35B vs 2.39B est and adj. EBITDA at least 700M vs 757.8M citing tariff pressure & a [---] bps hit to margin (FY26 GM guided to 57%57.5% vs 59.1% last year)"  
[X Link](https://x.com/wallstengine/status/2001623068314341594)  2025-12-18T11:58Z 125K followers, [----] engagements


"Dynatrace $DT said it expanded its Google Cloud partnership and is a launch partner for Gemini CLI extensions and Gemini Enterprise adding a Dynatrace Gemini CLI Extension for terminal-based observability and root-cause analysis and enabling AI agents to connect to Dynatrace via Googles A2A protocol. https://twitter.com/i/web/status/2001657283194032228 https://twitter.com/i/web/status/2001657283194032228"  
[X Link](https://x.com/wallstengine/status/2001657283194032228)  2025-12-18T14:14Z 124.6K followers, [----] engagements


"Lamb Weston $LW down 25% today despite reaffirming sales outlook as mgmt flagged profit pressure from discounting + higher intl manufacturing costs and guided FY EBITDA toward the midpoint of $1.0B$1.2B vs $1.17B Street. FY26 rev guide $6.35B$6.55B (cons $6.52B)"  
[X Link](https://x.com/wallstengine/status/2002068608600715499)  2025-12-19T17:28Z 124.8K followers, [----] engagements


"Clearwater Analytics $CWAM is being taken private in an $8.4B deal (including debt) led by Permira and Warburg Pincus with Francisco Partners and Temasek also participating. Shareholders get $24.55/share cash. Deal is targeted to close in 1H26 & includes a go-shop through Jan. [--] [----]. https://twitter.com/i/web/status/2003054552912937248 https://twitter.com/i/web/status/2003054552912937248"  
[X Link](https://x.com/wallstengine/status/2003054552912937248)  2025-12-22T10:46Z 125.4K followers, 14.8K engagements


"Raymond James on $DOCS (Strong Buy PT $65): "We reiterate our Strong Buy rating on Doximity after sitting down with Co-founder and CEO Jeff Tangney earlier this month as we gained a better appreciation for both the companys core values and competitive differentiation. While Doximity has consistently voiced a physicians-first ethos we think management's commitment to that north star will become an increasingly important distinction as AI usage proliferates. This is true not only in terms of physician trust and values but also in gaining traction with 300+ large health systems that cover 45%+"  
[X Link](https://x.com/wallstengine/status/2005580646811623630)  2025-12-29T10:04Z 124.6K followers, [----] engagements


"TeraWulf $WULF said its JV subsidiary Flash Compute closed a $1.3B private offering of 7.250% senior secured notes due Dec. [--] [----] issued at par to help fund construction of the Abernathy Texas HPC data center campus"  
[X Link](https://x.com/wallstengine/status/2005750679869296831)  2025-12-29T21:20Z 125.5K followers, 12K engagements


"Top [--] U.S. IPOs in December by returns: $FJET +245% $ANDG +55% $MDLN +40% STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk STARFIGHTERS $FJET OPENS AT $10 IPO PRICED AT $3.59 COMMUNICATED - DISCLAIMER https://t.co/NUv9MU2JLy https://t.co/Dc1iJqR3Pk"  
[X Link](https://x.com/wallstengine/status/2006069440212001246)  2025-12-30T18:26Z 125.7K followers, 14.1K engagements


"Piper Sandler Upgrades $FFIV to Overweight from Neutral Raises PT to $295 from $277 Analyst comments: "Shares are down 22% since the announced breach in October and the FY26 guidance miss on the fiscal 4Q call. With the 'Year of Refresh' upon usamplified for F5 given the end-of-support for more than 50% of legacy systems this year AI modernizations and eventual software re-acceleration given renewal timingthere was a building narrative for F5 before the breach. While we expect the breach may have some impact our initial fiscal 1Q26 channel checks SuperComputing and management commentary"  
[X Link](https://x.com/wallstengine/status/2008102338557546910)  2026-01-05T09:04Z 124.7K followers, [----] engagements


"Barclays Upgrades $OSCR to Equalweight from Underweight Raises PT to $18 from $13 Analyst comments: "Alongside of this we believe OSCR is also priced attractively and the market is currently over-discounting the negative outcomes from expiring subsidies (OSCR -13% in December vs. S&P flat). Our pricing analysis shows healthy rate increases consistent with the market (+28%) paired with leading competitive positioning. However larger swings in relative positioning and a lower absolute rate increase the range of outcomes and temper the outlook. At sub-$15 we believe the risk -reward is more"  
[X Link](https://x.com/wallstengine/status/2008120643892744691)  2026-01-05T10:17Z 124.8K followers, 38.4K engagements


"Honda $HMC signed an MOU with Princeton NuEnergy to work on lithium-ion battery recycling building on validation work since 2022"  
[X Link](https://x.com/wallstengine/status/2008164076510409204)  2026-01-05T13:10Z 125K followers, [----] engagements


"Allegro $ALGM launched its Power-Thru SiC gate driver chipset for 800V power designs in AI data centers EVs and clean energy. Its designed to eliminate external isolated bias supplies cut BOM/footprint and improve noise performance. Allegro says it reduces common-mode capacitance up to 15x and improves EMI by 20dB vs a competitor. https://twitter.com/i/web/status/2008198895885819930 https://twitter.com/i/web/status/2008198895885819930"  
[X Link](https://x.com/wallstengine/status/2008198895885819930)  2026-01-05T15:28Z 124.8K followers, [----] engagements


"Veeva $VEEV board approved a $2B Class A share repurchase program. Runs [--] years and can be executed via open market private deals or 10b5-1 plans. CFO Brian Van Wagener cited robust cash generation and financial outperformance"  
[X Link](https://x.com/wallstengine/status/2008292658452500875)  2026-01-05T21:40Z 125.5K followers, [----] engagements


"UBS Downgrades $SG to Neutral from Buy PT $7.50 Analyst comments: "We are downgrading SG from Buy to Neutral given: (1) our expectation that store traffic and sales will take time to inflect positively as macro pressures are likely to persist into [----] and key customer cohorts are likely to remain challenged (i.e. younger consumers); (2) slower net unit growth cadence at least in [----] as management shifts focus toward capital preservation and investment to improve same-store sales across the existing system; and (3) pressured margins due to sales deleverage. We believe SG could see greater"  
[X Link](https://x.com/wallstengine/status/2008468115919913284)  2026-01-06T09:18Z 125.5K followers, [----] engagements


"$PCAR $CMI $ALSN $ETN Morgan Stanley: "December ACT Class [--] orders came in at 42.7k units +16% YoY +118% MoM. Class [--] orders increased YoY for the first time all year significantly beating expectations and suggesting upside to [----] market outlooks"  
[X Link](https://x.com/wallstengine/status/2008477582178832731)  2026-01-06T09:55Z 125.7K followers, [----] engagements


"BofA Securities Downgrades $ULCC to Underperform from Neutral Lowers PT to $4 from $5 Analyst comments: "Capacity: Our 4Q25 capacity forecast of +0.5% is maintained remaining slightly above consensus of +0.2% and in line with current schedules. Capacity expectations for [----] also remain unchanged with +8.0% growth anticipated as ULCCs utilization increases. Growth is expected to resume in 2Q26 as we see 1Q26 capacity down -1.0% consistent with current schedules. This compares with consensus expectations of -0.7% in 1Q26 and +7.0% for the full year. Revenues: We adjust our 4Q25 unit revenue"  
[X Link](https://x.com/wallstengine/status/2008498606282862735)  2026-01-06T11:19Z 125.5K followers, [----] engagements


"Deutsche Bank Initiates Coverage on $DLR and $EQIX with Buy Rating and PT of $180 and $915 respectively. Analyst comments: "We are constructive on both Digital Realty and Equinix as major beneficiaries of (1) the continued expansion of the digital economy broadly and (2) the emergence of AI as a potential driver of meaningfully higher demand for digital infrastructure over time. Digital Realty (Buy $180) is our top pick based on strong thematic tailwinds around AI with upside from lease renewals and a robust pipeline of capacity which should lead to sustainable double-digit returns"  
[X Link](https://x.com/wallstengine/status/2008518251962421531)  2026-01-06T12:37Z 125.3K followers, [----] engagements


"BofA Double Upgrades $REGN to Buy from Underperform Raises PT to $860 from $627 Analyst comments: "Our bullish view is driven by multiple factors: (1) our prior Underperform thesis around Eylea SD has played out in our view as consensus estimates have come down; (2) we are more bullish on Eylea HDs potential in light of multiple label updates and we are now meaningfully higher versus consensus; (3) potential for further upside from Dupixent (shared with Sanofi); (4) potential upside from the pipeline in [----] including the Phase [--] fianlimab (LAG-3) melanoma readout in 1H26; (5) potential for"  
[X Link](https://x.com/wallstengine/status/2008860095212560756)  2026-01-07T11:15Z 125.5K followers, [----] engagements


"Scotiabank Downgrades $ASTS to Sector Underperform from Sector Perform PT $45.60 Analyst comments: "Without yet a single retail customer and faced with the challenge of orbiting [--] satellites to achieve continuous service in a handful of markets in late [----] or early [----] ASTSs share price at $97.60/share has once again overshot to what we see as irrational levels (market cap of $37B). Evidence of slow user adoption in the U.S. and Japan modest ARPUs and high capex (including duplicated satellites for new frequencies) means investors may have to wait until [----] or [----] for tangible equity"  
[X Link](https://x.com/wallstengine/status/2008870749822652609)  2026-01-07T11:58Z 125K followers, 155.9K engagements


"ABBVIE $ABBV SAYS IT'S NOT IN TALKS TO BUY REVOLUTION MEDICINES $RVMD"  
[X Link](https://x.com/wallstengine/status/2009008762145865774)  2026-01-07T21:06Z 124.7K followers, [----] engagements


"Piper Sandler (Alexander Potter) upgrades: $F: Neutral Overweight PT $16 $APTV: Neutral Overweight PT $103 $STLA: Neutral Overweight PT $15 $GM: Neutral Overweight PT $98"  
[X Link](https://x.com/wallstengine/status/2009199551165657387)  2026-01-08T09:44Z 125K followers, [----] engagements


"AtaiBeckley $ATAI set [----] milestones ahead of JPM: BPL-003 TRD Phase [--] guidance in Q126 and planned Phase [--] start in Q226 after FDA End-of-Phase [--]. VLS-01 (DMT buccal film) Phase [--] topline due H226. EMP-01 (oral R-MDMA) Phase 2a topline due Q126. Runway expected into 2029"  
[X Link](https://x.com/wallstengine/status/2009235289655660638)  2026-01-08T12:06Z 124.6K followers, [----] engagements


"Baird Upgrades $GNRC to Outperform from Neutral Lowers PT to $199.00 from $215.00 Analyst comments: "GNRC has a variety of unique catalysts ahead with the C&I diesel genset opportunity (a meaningful estimate catalyst) reduction of the residential clean energy EBITDA drag (directionally in its control) cyclical green shoots in core C&I and bottomed core HSB dynamics (2H26 easy comps/normalization potential). Combined with weak trading action (-25% off 2H25 peak vs. S&P +7%) reasonable valuation levels (12-13x NTM EBITDA vs. 10-15x range since 2022) Marchs analyst day and muted sentiment we see"  
[X Link](https://x.com/wallstengine/status/2009573467524677848)  2026-01-09T10:30Z 124.7K followers, [----] engagements


"JPMorgan Upgrades $LUV to Overweight from Neutral Raises PT to $60 from $36 Analyst comments: "We believe the potential for a $5 EPS guide from Southwest to be attractively probable. Such a guide would handily dwarf the $2.98 consensus for [----] as well as all prevailing individual forecasts. Granted the market may not immediately embrace a guide of this magnitude owing to Southwests somewhat checkered guidance history which we believe lies at the root of its decision to embrace the more streamlined EPS format. However even a sub-$5 sellside/buyside embrace coupled with static valuation"  
[X Link](https://x.com/wallstengine/status/2009586460471755194)  2026-01-09T11:22Z 124.7K followers, [----] engagements


"KeyBanc Reiterates $BROS at Overweight PT $77 Analyst comments: "Overall we believe investors generally agreed with our view that Dutch Bros is among the cleanest restaurant stories for [----] with clearly defined idiosyncratic drivers. Surprisingly valuation rarely came up in our conversations if at all as we think bulls are looking for top-line momentum to drive stock outperformance even following a year when BROS posted the best performance among the restaurants group (+17% in [----] vs. our broader restaurants coverage -3% on a market cap-weighted basis and the S&P [---] of +16%). While still"  
[X Link](https://x.com/wallstengine/status/2009611703617716365)  2026-01-09T13:02Z 125.6K followers, [----] engagements


"$FIVE said holiday sales (Nov [--] to Jan 3) were $1.47B up 23.2% y/y with comps up 14.5%. It RAISED Q4 outlook to about $1.71B revenue and $3.93$3.98 EPS and RAISED FY25 guidance to about $4.75B revenue and $6.10$6.15 EPS"  
[X Link](https://x.com/wallstengine/status/2010686151271621006)  2026-01-12T12:11Z 125.3K followers, [----] engagements


"Duolingo said CFO Matt Skaruppa is stepping down after nearly [--] years. Board member Gillian Munson a former finance exec at Vimeo will take over as CFO. $DUOL also posted prelim Q4 metrics: DAU up about 30% YoY and bookings of $329.5M to $335.5M vs a $334.2M estimate"  
[X Link](https://x.com/wallstengine/status/2010692104495005966)  2026-01-12T12:35Z 124.8K followers, 45.2K engagements


"President Trump said large U.S. tech companies should pay their own way for rising electricity costs tied to data centers singling out Microsoft $MSFT as first up and saying his administration will announce major changes this week"  
[X Link](https://x.com/wallstengine/status/2010874322714529830)  2026-01-13T00:39Z 125K followers, 25K engagements


"Jefferies Downgrades $LYV to Hold from Buy Lowers PT to $155 from $161 Analyst comments: "The primary reason for our change on Live nation is a challenging growth outlook for FY26 in North America. More specifically we forecast North America fans up just 1% y/y (vs. FY25's down 4%) with total Concert and Ticketing revenue up 7% and 3% y/y (vs. FY25's +9% and +2%) respectively with international growth outpacing domestic leading to a mix-shift headwind. We also observe a pricing mix shift to the primary vs. secondary as strategically sound although it limits growth. Additionally we had"  
[X Link](https://x.com/wallstengine/status/2011006681489051893)  2026-01-13T09:25Z 125.7K followers, [----] engagements


"Daiwa Securities Downgrades $PYPL to Neutral (3) from Outperform (2) Lowers PT to $61 from $77 Analyst comments: "We lower our rating on PayPal Holdings from [--] (Outperform) to [--] (Neutral) and set our 12-month target price at $61 which equates to just over 10x our FY26 EPS estimate. In our view the firm should be able to achieve EPS growth of at least 10% through FY27 with its shift toward a profit-focused management approach bearing fruit. However concerns about a decline in PayPals market share have strengthened and we think valuations will remain at depressed levels until growth in total"  
[X Link](https://x.com/wallstengine/status/2011011522768629888)  2026-01-13T09:44Z 125K followers, [----] engagements


"Intuitive Machines $LUNR closed its $800M deal for Lanteris Space Systems (formerly Maxar Space Systems) paying $450M cash and $350M in stock. This adds flight-proven satellite manufacturing at scale with Lanteris building platforms used for missile warning ISR Earth observation and space domain awareness across LEO MEO and GEO. https://twitter.com/i/web/status/2011079852221481070 https://twitter.com/i/web/status/2011079852221481070"  
[X Link](https://x.com/wallstengine/status/2011079852221481070)  2026-01-13T14:16Z 125.7K followers, [----] engagements


"Goldmans [----] setup for Business & Info Services is AI separates the winners from the replaceable. They call out $FICO Moodys $MCO MSCI S&P Global $SPGI Reuters $TRI and Verisk $VRSK as best positioned because they sit on proprietary data and sticky workflows with pricing power and moats. On the other side they flag FactSet $FDS H&R Block $HRB and Robert Half $RHI as higher disintermediation risk from AI since the models can automate more of what they sell and they lack the same data advantages. Top [----] Buy-rated picks they highlight: $BFAM $FICO $IRM $SPGI $TRI."  
[X Link](https://x.com/wallstengine/status/2011384688825258412)  2026-01-14T10:27Z 124.8K followers, 19.7K engagements


"TD Cowen (Bill Katz): Downgraded $SF $KKR $BLK to Hold; upgraded $CME to Buy"  
[X Link](https://x.com/wallstengine/status/2011388153937248551)  2026-01-14T10:41Z 125K followers, [----] engagements


"Deutsche Bank Highlights $INSW and $STNG as Favorite Tanker Plays; $SBLK and $GNK as Preferred Dry Bulk Plays "Geopolitical disruptions have significantly influenced tonne-mile demand over the past several years. Generally the maritime shipping industry benefits when there is greater inefficiency in trade routes (all else equal). When owners can't (or choose not to) utilize the shortest and most direct routes this generally results in longer sailing distances and a reduction in the effective supply of vessels due to increased transit times. This can also take the form of slower sailing speeds"  
[X Link](https://x.com/wallstengine/status/2011412252638003645)  2026-01-14T12:17Z 125.7K followers, [----] engagements


"QuickLogic $QUIK says it got its first orders for its radiation-hardened FPGA Development Kit which includes SRH FPGA test chips built on GlobalFoundries 12nm process. Shipments are expected in late Q1 [----]. The company says the test chips were self-funded last year and are aimed at Defense Industrial Base programs already in development as it tries to win discrete rad-hard FPGA designs and embedded SRH FPGA IP in ASICs. https://twitter.com/i/web/status/2011413187229557193 https://twitter.com/i/web/status/2011413187229557193"  
[X Link](https://x.com/wallstengine/status/2011413187229557193)  2026-01-14T12:20Z 126.1K followers, [----] engagements


"$TSM TSMC Q425 Detailed Earnings Highlights: 🔹 Revenue: $33.73B (Est. $33.3B) 🟢; +25.5% YoY; +1.9% QoQ 🔹 Gross Margin: 62.3% (Est. 60.5%) 🟢 🔹 Oper Margin: 54.0% (Prior: 49%51%) 🟢 🔹 Net Profit: $16.30B (Est. $15.2B) 🟢 FY26 CapEx mix: 🔹 CapEx: $52$56B (vs $40.9B in FY25 Est. $48B) 🟢 🔹 70%80% advanced node; 🔹 10% specialty; 🔹 10%20% advanced packaging /testing /mask/others Q126 Guidance 🔹 Revenue: $34.6$35.8B (Est $33.2B) 🟢; +4% QoQ; +38% YoY 🔹 Gross Margin: 63%65% (Est 59.6%) 🟢 🔹 Operating Margin: 54%56% (Est 50.0%) 🟢 🔹 Assumed FX (for guide): $1 = [----] 🔹 Tax rate: 16% in"  
[X Link](https://x.com/wallstengine/status/2011721632684130306)  2026-01-15T08:46Z 124.8K followers, 98.4K engagements


"DLocal $DLO says its ramping Asia in [----] with plans for dozens of hires and an Asia-based senior leader aiming to lift Asia from single-digit share of TPV to at least 30% over the next [--] to [--] years per CEO Arnt. He said no Asia M&A is in the pipeline but expects to close AZA Finance in [----]. https://twitter.com/i/web/status/2011733453952417927 https://twitter.com/i/web/status/2011733453952417927"  
[X Link](https://x.com/wallstengine/status/2011733453952417927)  2026-01-15T09:33Z 125.4K followers, 11.1K engagements


"UBS Upgrades $ENTG to Buy from Neutral Raises PT to $145 from $90 Analyst comments: "We expect a broader MSI recovery along with several technology inflections in C2026 to materially benefit ENTG including: 1) the ramp of N2 at TSMC 2) broader adoption of Molybdenum (Moly) in the NAND metallization stack and 3) a more meaningful flow-through of leading edge AI wafer starts where ENTG is most levered. As a result we model revenue growth of 10%/11% across C2026/2027 predicated on [---] bps of annual outperformance vs its underlying market (comprising 75% MSI and 25% Semi Capex). Relative to our"  
[X Link](https://x.com/wallstengine/status/2011735812568994298)  2026-01-15T09:42Z 125K followers, [----] engagements


"TSMC Income Statement Visualization by @EconomyApp"  
[X Link](https://x.com/wallstengine/status/2011745524148551957)  2026-01-15T10:21Z 124.7K followers, [----] engagements


"Boston Scientific to buy Penumbra for $374/share (EV $14.5B) 73% cash. $PEN guides FY25 revenue $1.4B (+17% to 18%) and 4Q growth 21% to 22%. $BSX expects $0.06 to $0.08 adj EPS dilution year 1; near neutral year 2"  
[X Link](https://x.com/wallstengine/status/2011772111401144787)  2026-01-15T12:07Z 125.6K followers, 13.5K engagements


"$NVDA is investing in Harmonic a math-focused AI startup co-founded by Vlad Tenev as part of a $120M Series C that values the company at $1.45B"  
[X Link](https://x.com/wallstengine/status/2011777358286766501)  2026-01-15T12:27Z 124.8K followers, 34.3K engagements


"$CART shares are moving lower after Kroger $KR says nearly [----] of its stores are now available for grocery delivery across $UBER Eats Uber and Postmates nationwide"  
[X Link](https://x.com/wallstengine/status/2011814048996999345)  2026-01-15T14:53Z 125.6K followers, [----] engagements


"$NOVT $TER Bloomberg reports OpenAI is asking for proposals from US-based manufacturers as it ramps up plans across consumer devices robotics and US data centers. The RFPs call out components like silicon motors packaging materials and data center cooling gear though OpenAI didnt disclose a budget or timeline. https://twitter.com/i/web/status/2011832859313811586 https://twitter.com/i/web/status/2011832859313811586"  
[X Link](https://x.com/wallstengine/status/2011832859313811586)  2026-01-15T16:08Z 125.6K followers, [----] engagements


"Bloomberg: Coterra $CTRA is reportedly considering a combination with Devon $DVN but talks are ongoing and a deal isnt certain"  
[X Link](https://x.com/wallstengine/status/2011856371335975105)  2026-01-15T17:41Z 124.6K followers, [----] engagements


"Global corporate bond spreads hit [----] tights. Bloombergs global credit index shows OAS at [---] bps lowest since June [----]. Junk spreads are near 2-decade lows. Issuance is heavy too: about $435B in the first half of Jan. Aberdeen and Pimco warn complacency"  
[X Link](https://x.com/wallstengine/status/2012105410380288321)  2026-01-16T10:11Z 125.4K followers, [----] engagements


"Deutsche Bank Downgrades $FOUR to Hold from Buy Lowers PT to $65 from $100 Analyst comments: "While FOUR has presented a compelling growth story centered on its end-to-end (E2E) payment ecosystem and differentiated M&A strategy we see several challenges in the near-term. The primary driver of our downgrade to Hold centers around the sustainability of FOURs organic growth. While we commend the companys incremental disclosures with 3Q25 earnings (18% Y/Y organic in the quarter) we worry that the implied organic growth in 4Q25 will be a step-down to the mid-teens (below the companys high-teens"  
[X Link](https://x.com/wallstengine/status/2012115569172988053)  2026-01-16T10:51Z 124.8K followers, 20.6K engagements


"Morgan Stanley Downgrades $MGM to Underweight from Equalweight Lowers PT to $33 from $40 Analyst comments: "We are downgrading the stock as we expect the following factors to drive downside to consensus estimates which are unlikely to drive a positive valuation re-rating: 1) Vegas trends likely remain challenged post 1Q amidst a 'reversion to the mean' on demand plus MGM will face a combination of disruption from renovations at Aria and new supply from Hard Rock in 2027; 2) share loss in Macau as LVS ramps up investment in promotions/generosity; and 3) muted share trends in U.S. OSB/iGaming."  
[X Link](https://x.com/wallstengine/status/2012117355141509576)  2026-01-16T10:58Z 125.4K followers, [----] engagements


"Daqo $DQ said its main subsidiary Xinjiang Daqo preliminarily expects a FY2025 net loss of RMB 1.0B to 1.3B vs RMB 2.7B loss in [----] (PRC GAAP). Daqo owns 72.8%"  
[X Link](https://x.com/wallstengine/status/2012120625360605370)  2026-01-16T11:11Z 125.7K followers, [----] engagements


"JB Hunt $JBHT is trading lower even after a 4Q25 EPS beat at $1.90 vs $1.80 Street because the tone on pricing was cautious. The upside was mostly Intermodal while Dedicated and ICS came in softer on EBIT. There is little clear big pricing opportunity in [----] and most customers treated the late [----] rate spike as seasonal. Cost cuts were a bright spot: $25M saved in 4Q with the annualized run rate already over the $100M target laid out in July plus $140M of buybacks in 4Q and $923M for the year. https://twitter.com/i/web/status/2012126398060880286"  
[X Link](https://x.com/wallstengine/status/2012126398060880286)  2026-01-16T11:34Z 125.4K followers, [----] engagements


"Jefferies: Trump + PJM governors backing an emergency PJM "backstop" capacity auction. They call it a negative shock for power as intervention could pressure existing contracts. $GEV seen best winner; positives $NRG $PPL $NEE $PRIM $PWR $WMB; risks $CEG $TLN $VST $CPX"  
[X Link](https://x.com/wallstengine/status/2012178556122743121)  2026-01-16T15:02Z 125.3K followers, 14K engagements


"WSJ says Beyond Meat $BYND is testing a fruit-flavored carbonated PROTEIN DRINK line called Beyond Immerse sold in limited runs through its online test kitchen as demand for plant-based meat keeps cooling"  
[X Link](https://x.com/wallstengine/status/2012249912725918020)  2026-01-16T19:45Z 125.5K followers, [----] engagements


"DraftKing $DKNG and Flutter $FLUT are having their worst day in [--] months after New York online sportsbook revenue fell 40% YoY for the week ended Jan. 11"  
[X Link](https://x.com/wallstengine/status/2012254077158117616)  2026-01-16T20:02Z 124.7K followers, 21.5K engagements


"Elon Musk is seeking $79B to $134B in damages from OpenAI and Microsoft arguing he was defrauded of about $38M in [----] seed funding and is owed a share tied to OpenAIs roughly $500B valuation. Jury trial is set for April in Oakland CA"  
[X Link](https://x.com/wallstengine/status/2012559812173680737)  2026-01-17T16:17Z 125K followers, 12.5K engagements


"US Treasury Secretary Bessent when asked if he believes the UK or EU have any financial retaliatory means the U.S. should be worried about: No"  
[X Link](https://x.com/wallstengine/status/2013518206250447063)  2026-01-20T07:45Z 124.7K followers, [----] engagements


"$GSK agrees to buy $RAPT in a $2.2B deal paying $58/share. GSK gets global rights to ozureprubart (ex-China HK Macau Taiwan)"  
[X Link](https://x.com/wallstengine/status/2013538320052297760)  2026-01-20T09:05Z 124.6K followers, [----] engagements


"TD Cowen Downgrades $WRB to Sell from Hold Lowers PT to $55 from $77 Analyst comments: "Our analysis indicates that W.R. Berkley trades at a premium relative to its current fundamentals with limited upside potential as earnings growth slows and reserve risks rise. Softer premium growth is also likely to add valuation pressure. We continue to value managements thoughtful execution but fundamentals do not seem to support the current premium valuation." Analyst: Andrew Kilgerman https://twitter.com/i/web/status/2013594470269202787 https://twitter.com/i/web/status/2013594470269202787"  
[X Link](https://x.com/wallstengine/status/2013594470269202787)  2026-01-20T12:48Z 125.2K followers, [----] engagements


"$FSLR says the USPTO Director denied three inter partes review petitions from JinkoSolar Canadian Solar and Mundra Solar that sought to invalidate First Solars TOPCon patents"  
[X Link](https://x.com/wallstengine/status/2013598982727946381)  2026-01-20T13:06Z 124.7K followers, [----] engagements


"Ray Dalio: The monetary order is breaking down. Fiat currencies and debt arent being held by central banks the same way. Other countries are buying gold to diversify. This happens when countries feel uncomfortable owning other countries debt & move toward hard assets"  
[X Link](https://x.com/wallstengine/status/2013601067771273293)  2026-01-20T13:14Z 124.7K followers, [----] engagements


"QIAGEN $QGEN IS SAID TO WEIGH STRATEGIC OPTIONS AMID FRESH INTEREST"  
[X Link](https://x.com/wallstengine/status/2013651446290321885)  2026-01-20T16:34Z 125.3K followers, [----] engagements


"Worst S&P [---] Performers Year-till-date:"  
[X Link](https://x.com/wallstengine/status/2013714643848699930)  2026-01-20T20:45Z 124.7K followers, 21.7K engagements


"Reuters: A Shanghai district tax bureau fined $PDD Holdings about $14k for failing to submit required tax information according to Chinas Xinhua"  
[X Link](https://x.com/wallstengine/status/2013907319831347262)  2026-01-21T09:31Z 124.7K followers, [----] engagements


"Stifel Upgrades $DDOG to Buy from Hold Lowers PT to $160 from $205 Analyst comments: "We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current"  
[X Link](https://x.com/wallstengine/status/2014260723149623797)  2026-01-22T08:55Z 125.1K followers, [----] engagements


"Sam Altman has been meeting Middle East investors about a new OpenAI round that could be $50B+ at a $750B to $830B valuation per people familiar"  
[X Link](https://x.com/wallstengine/status/2014288114219659353)  2026-01-22T10:44Z 124.8K followers, 102.8K engagements


"$PG Procter & Gamble FQ226 Earnings Highlights 🔹 Organic Sales: 0% (Est. +0.54%) 🔴 🔹 Core EPS: $1.88 (Est. $1.86) 🟢; FLAT YoY 🔹 Net Sales: $22.2B; UP +1% YoY 🔹 Gross Margin: 51.2% FY26 Guidance (Maintained) 🔹 Organic Sales: 0% to +4% (Est. +1.7%) 🟡 🔹 Core EPS: $6.83 to $7.09 (Est. $6.97) 🟡 🔹 Diluted EPS growth: now +1% to +6% (cut from +3% to +9%) on higher restructuring charges 🔹 Capital return: $10B dividends + $5B buybacks; adj. FCF productivity 85%90% Cash Flow + Capital Return 🔹 Operating Cash Flow: $5.0B 🔹 Adjusted FCF productivity: 88% 🔹 Cash returned: $4.8B ($2.5B"  
[X Link](https://x.com/wallstengine/status/2014308053366276457)  2026-01-22T12:03Z 124.8K followers, [----] engagements


"$ACMR narrowed its FY25 revenue outlook to $885M$900M (from $875M$925M) below the $908M consensus. It also initiated FY26 revenue guidance at $1.08B$1.175B versus $1.06B consensus citing stable WFE spending share gains from newer tools and higher investment in Oregon"  
[X Link](https://x.com/wallstengine/status/2014310256193798582)  2026-01-22T12:12Z 125K followers, [----] engagements


"$INTC Intel Q425 Earnings Highlights 🔹 Adj. EPS: $0.15 (Est. $0.08) 🟢 🔹 Revenue: $13.7B (Est. $13.41B) 🟢; -4% YoY 🔹 Adj. Gross Margin: 37.9%; [----] ppts YoY Q126 Guidance 🔹 Revenue: $11.7B to $12.7B (Est. $12.56B) 🔴 🔹 Adj. EPS: $0.00 (Est. $0.05) 🔴 🔹 Adj. Gross Margin: 34.5% (Est. 36.5%) 🔴 Segment Trends (Q4 YoY) 🔹 CCG (Client): $8.2B; DOWN -7% YoY 🔹 DCAI: $4.7B; UP +9% YoY Commentary 🔸 Intel said supply is expected to be tightest in Q1 improving in Q2 and beyond and highlighted first products on Intel 18A as a milestone. https://twitter.com/i/web/status/2014444019716440559"  
[X Link](https://x.com/wallstengine/status/2014444019716440559)  2026-01-22T21:04Z 124.6K followers, 90.9K engagements


"$ISRG Intuitive Surgical Q425 Earnings Highlights 🔹 Adj. EPS: $2.53 (Est. $2.26) 🟢 🔹 Revenue: $2.87B (Est. $2.75B) 🟢; UP +19% YoY 🔹 Procedures (da Vinci + Ion): UP 18% YoY --- (da Vinci +17% Ion +44%) 🔹 da Vinci placements: [---] (303 were da Vinci 5); installed base [-----] (+12% YoY) 🔹 Ion installed base: [---] (+24% YoY) FY26 Outlook 🔹 da Vinci procedure growth: 13% to 15% 🔹 Non-GAAP gross margin: 67%68% (includes 1.2% rev tariff impact) https://twitter.com/i/web/status/2014445330746720643 https://twitter.com/i/web/status/2014445330746720643"  
[X Link](https://x.com/wallstengine/status/2014445330746720643)  2026-01-22T21:09Z 125.7K followers, 15K engagements


"INTEL $INTC CEO SAYS BUILDING FOUNDRY BUSINESS WILL TAKE TIME"  
[X Link](https://x.com/wallstengine/status/2014462296609935743)  2026-01-22T22:16Z 125.5K followers, 115.2K engagements


"China has cleared Alibaba Tencent and ByteDance to start prepping Nvidia $NVDA H200 purchase requests. - BBG"  
[X Link](https://x.com/wallstengine/status/2014656024301732012)  2026-01-23T11:06Z 124.6K followers, 85.2K engagements


"Affirm $AFRM applied for a Nevada industrial loan company charter filing with the state regulator & the FDIC. If approved it would give Affirm a bank subsidiary and expand its ability to offer banking services alongside its BNPL lending. Source: Bloomberg"  
[X Link](https://x.com/wallstengine/status/2014694234444726477)  2026-01-23T13:38Z 125K followers, 23.6K engagements


"Databricks lined up a new $1.8B financing package boosting its delayed-draw term loan to $1.15B (from $500M) and its revolver to $3.65B (from $2.5B). The loan is priced at about SOFR + 4.5%. After the deal Databricks total debt is $7.05B"  
[X Link](https://x.com/wallstengine/status/2014757986535956958)  2026-01-23T17:51Z 124.7K followers, 10.4K engagements


"The Information reports major crypto exchanges want to offer tokenized versions of U.S. stocks for trading worldwide. Binance is exploring bringing back stock tokens after pulling them in [----] which would create more stock-like trading outside the usual U.S. market hours and regulatory perimeter. https://twitter.com/i/web/status/2014764196790206852 https://twitter.com/i/web/status/2014764196790206852"  
[X Link](https://x.com/wallstengine/status/2014764196790206852)  2026-01-23T18:16Z 124.7K followers, 10.1K engagements


"The $775 sunglasses Macron wore at Davos went viral and sent Italy-based iVision Tech shares up about 60% over the last [--] sessions. The orders surged so fast after his speech that the website crashed and the glasses quickly sold out"  
[X Link](https://x.com/wallstengine/status/2014774684890599585)  2026-01-23T18:58Z 125.4K followers, 148K engagements


"FCC CHIEF SEES COMPETITION CONCERNS IN NETFLIX-WARNER DEAL - BLOOMBERG $NFLX $WBD"  
[X Link](https://x.com/wallstengine/status/2014807258048430164)  2026-01-23T21:07Z 124.6K followers, 20.2K engagements


"$NVDA CEO Jensen Huang is in China amid regulatory headwinds"  
[X Link](https://x.com/wallstengine/status/2015020956700598438)  2026-01-24T11:16Z 124.6K followers, 206.7K engagements


"Merck $MRK is no longer in talks to buy Revolution Medicines $RVMD after the sides couldnt agree on price A deal had been discussed around a $30B valuation. RVMD was $16B before the takeover chatter and is now above $22B with key data for its RAS programs expected in 1H26"  
[X Link](https://x.com/wallstengine/status/2015521772704325695)  2026-01-25T20:26Z 125.3K followers, 26.9K engagements


"MediaTek just had its best 2-day rally on record up 19% and hitting a new all-time high as investors focus on its work with Google on TPUs for AI"  
[X Link](https://x.com/wallstengine/status/2015712394476241169)  2026-01-26T09:04Z 124.8K followers, [----] engagements


"Jefferies Reiterates $SBUX to Underperform PT $75 Analyst comments: "Reiterating our Underperform rating following what we view as an unsupported rally in the stock ahead of F1Q results/Analyst Day Jan. 28/29 which we think could disappoint & overpromise leading to downside over the course of '26. While CEO Niccol & team are making progress vs [--] yr ago we still don't see a pathway to sustainable MSD% SSS and/or the mid-to-high teens% op. margins needed the next few yrs to justify current valuation given lower growth to come. Downside catalysts: With a high level of uncertainty given"  
[X Link](https://x.com/wallstengine/status/2015721627724460266)  2026-01-26T09:41Z 124.6K followers, [----] engagements


"Allied Gold $AAUC agreed to be acquired by Zijin Gold International for C$44 per share in cash valuing it at about C$5.5B. The deal is expected to close late April [----] pending approvals"  
[X Link](https://x.com/wallstengine/status/2015742783638978731)  2026-01-26T11:05Z 125K followers, [----] engagements


"Needham Upgrades $APP to Buy from Hold PT $700 Analyst comments: "We establish a $700 PT following additional work on ecommerce giving us more confidence in the trajectory of ecommerce revenue growth in '26E coming at the same time the stock has pulled back off the highs a month ago. We are increasing our ecommerce estimates for '26E to $1.45B vs. $1.05B prior which includes sequential growth in 1Q as we now assume the growth in advertisers from the self-service launch and ramp up in spend more than offsets typical 1Q seasonality. Despite the increase to our ecommerce estimates we think there"  
[X Link](https://x.com/wallstengine/status/2015752231589753049)  2026-01-26T11:42Z 124.6K followers, 13.8K engagements


"Nvidia $NVDA is investing $2B into CoreWeave $CRWV at $87.20/share deepening their AI infrastructure partnership. Theyre targeting 5+ GW of AI factories by [----] with CoreWeave planning early deployments of Nvidias Rubin platform plus Vera CPUs and BlueField systems"  
[X Link](https://x.com/wallstengine/status/2015772608432881864)  2026-01-26T13:03Z 124.7K followers, 87.5K engagements


"Baird says $ZM has significant exposure to Anthropic from an early investment. They estimate Zoom bought 1.2% in Anthropics [----] Series C and even if diluted peg the stake at roughly $1.5B to $3B at a $350B Anthropic valuation or about 10% to 20% of Zooms EV. They note Zoom re-marked private equity holdings from $400M to $800M and management said its mostly Anthropic. https://twitter.com/i/web/status/2015826453129224613 https://twitter.com/i/web/status/2015826453129224613"  
[X Link](https://x.com/wallstengine/status/2015826453129224613)  2026-01-26T16:37Z 125.7K followers, 46.3K engagements


"YouTube is now the most-cited social source in AI search overtaking Reddit. Bluefish data shows YouTube appeared in 16% of LLM answers over the past [--] months vs 10% for $RDDT helped by transcripts and text around videos that models can read. Source: Adweek"  
[X Link](https://x.com/wallstengine/status/2015837633407328438)  2026-01-26T17:21Z 124.8K followers, 61.3K engagements


"Wolfie: $NET Stock Catching a Little Clawdflare' "What happened Over the weekend hype and excitement around Clawdbot exploded across social media which flowed through to shares of NET rising 10% on Monday. For context Clawdbot is an open-source AI agent built on Anthropic's Claudeeffectively an AI employee that runs locally on your device and executes tasks autonomously. The connection to Cloudflare is that as these agents scale (making API calls accessing websites routing inference requests) they require secure low-latency infrastructure. Cloudflares global edge network is well-suited to"  
[X Link](https://x.com/wallstengine/status/2015874440727560413)  2026-01-26T19:48Z 124.7K followers, 77.1K engagements


"BofA Raises PT on $DOCN to $72 from $60 - Buy Analyst comments: "Digital Ocean is trading higher as agentic AI assistants specifically Clawdbot gain traction across developer communities showing agentic AI is more immediate and deployable than previously understood. Clawdbot is an open-source agent framework designed to run continuously and execute real actions connecting models to endpoints such as messaging channels APIs and scripts. This is only the first (of potentially many) real-world examples of an always-on agent requiring only a low-cost cloud server to run (the type of workload DOCN"  
[X Link](https://x.com/wallstengine/status/2016097130742780187)  2026-01-27T10:33Z 124.6K followers, 20.5K engagements


"Needham Upgrades $AFRM to Buy from Hold PT $100 Analyst comments: "We are upgrading shares of Affirm following the news that AFRM has submitted an application to establish Affirm Bank a proposed Nevada-chartered industrial loan company. We believe this could be a game-changer for AFRM as it would give AFRM access to deposit funding for loans reduce third-party risk by moving several products in-house (rather than offering them through banking partners) while also potentially accelerating growth and/or product development. Given these dynamics we are increasingly confident in AFRM's"  
[X Link](https://x.com/wallstengine/status/2016098146762555819)  2026-01-27T10:37Z 125K followers, [----] engagements


"Zscaler $ZS launched an AI Security Suite to help enterprises govern gen-AI use and get ready for agentic AI with tools to inventory AI apps control access and protect AI infrastructure"  
[X Link](https://x.com/wallstengine/status/2016106241710555291)  2026-01-27T11:09Z 125.4K followers, 14.5K engagements


"Anduril Davidson Technologies and D-Wave $QBTS ran a quantum-classical test for missile defense planning and said D-Waves hybrid solver was 10x faster as scenarios scaled. In a 500-missile attack simulation they reported 9% to 12% better threat mitigation and the ability to intercept [--] to [--] more missiles vs classical-only methods. https://twitter.com/i/web/status/2016124053510308095 https://twitter.com/i/web/status/2016124053510308095"  
[X Link](https://x.com/wallstengine/status/2016124053510308095)  2026-01-27T12:20Z 124.7K followers, 53.4K engagements


"$META is paying Corning up to $6B through [----] for fiber-optic cable for its AI data centers. $GLW's CEO says next year the hyperscalers will be our biggest customers as AI buildouts is driving a surge in fiber demand"  
[X Link](https://x.com/wallstengine/status/2016130033493148088)  2026-01-27T12:43Z 124.6K followers, 51.5K engagements


"$RDDT is sliding after Cleveland Research warned growth could slow in [----] as agencies see fewer new advertisers coming in and less confidence in scaling existing spend and cut its [----] growth view to 36% ($2.9B) vs 39% consensus while flagging tougher competition for budgets from TikTok and Snap and some test dollars shifting toward ChatGPT. https://twitter.com/i/web/status/2016148612938641623 https://twitter.com/i/web/status/2016148612938641623"  
[X Link](https://x.com/wallstengine/status/2016148612938641623)  2026-01-27T13:57Z 124.8K followers, 13.7K engagements


"The 2x leveraged UnitedHealth ETF $UNHG is down almost 40% today after a double whammy for $UNH: [--]. Earnings miss [--]. The Trump administration floated near-flat Medicare Advantage rates for 2027"  
[X Link](https://x.com/wallstengine/status/2016187490886156540)  2026-01-27T16:32Z 124.6K followers, 10.4K engagements


"Celebrity makeup brand Pat McGrath Labs filed for Chapter [--] to stop a lender from forcing an auction of the brand. The lender is seeking $43M+ which McGrath disputes calling the issue an unsustainable capital structure. Court hearing is Tuesday"  
[X Link](https://x.com/wallstengine/status/2016203290762215703)  2026-01-27T17:34Z 125K followers, [----] engagements


"WSJ: The Trump administration is warning South Korea not to target U.S. tech firms with discriminatory probes or rules with Coupang $CPNG a key focus. The report says JD Vance raised it with Koreas PM"  
[X Link](https://x.com/wallstengine/status/2016224291122233760)  2026-01-27T18:58Z 125K followers, 18.2K engagements


"SEAGATE $STX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.83B (Est. $2.75B) 🟢 🔹 Adj. EPS: $3.11 (Est. $2.83) 🟢 🔹 Non-GAAP gross margin: 42.2% Q3 Guide: 🔹 Revenue: $2.9B +/- $100M (Est. $2.785B) 🟢 🔹 Adj. EPS: $3.40 +/- $0.20 (Est. $3.01) 🟢 Other Metrics: 🔹 Free cash flow: $607M 🔹 Cash flow from operations: $723M 🔹 Cash & cash equivalents: $1.0B 🔹 Shares outstanding: 218M Capital Return: 🔹 Dividend declared: $0.74 per share 🔹 Dividend payable: April [--] [----] (record date: March [--] 2026) 🔹 Cash dividends paid: $154M Financials: 🔹 Retired debt: $500M Exchangeable Senior Notes due 2028"  
[X Link](https://x.com/wallstengine/status/2016258697404760194)  2026-01-27T21:15Z 125.4K followers, 25.1K engagements


"$NXT Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $909M (Est. $745.13M) 🟢; +34% YoY 🔹 Adj. EPS: $1.10 (Est. $0.70) 🟢 🔹 Adj. EBITDA margin: 23.5% 🔹 Share repurchase program: up to $500M (3-year term) FY Guide: 🔹 Revenue: $3.425B to $3.500B (Est. $3.453B) 🟡 🔹 Adj. EPS: $4.26 to $4.36 (Est. $4.28) 🟡 🔹 GAAP diluted EPS: $3.43 to $3.53 🔹 Adjusted EBITDA: $810M to $830M Financials: 🔹 Cash & cash equivalents: $953M; Debt: $0 🔹 Adj. gross profit: $295M 🔹 Adj. gross margin: 32.4% 🔹 Adj. net income: $170M 🔹 Operating cash flow: $391M YTD 🔹 Record backlog Commentary: 🔸 Supported by the"  
[X Link](https://x.com/wallstengine/status/2016260239348416566)  2026-01-27T21:21Z 125.1K followers, 11.6K engagements


"Trump said John Deere $DE will build a $70M excavator factory in Kernersville North Carolina shifting more production to the U.S. The site is expected to add about [---] jobs and make small excavators domestically"  
[X Link](https://x.com/wallstengine/status/2016283013047583007)  2026-01-27T22:51Z 124.6K followers, 10.8K engagements


"WSJ: SoftBank is in talks to invest up to $30B more into OpenAI as part of a broader raise of up to $100B. The round could value OpenAI as high as $830B if fully funded"  
[X Link](https://x.com/wallstengine/status/2016308346035568969)  2026-01-28T00:32Z 124.7K followers, 129.3K engagements


"Tether now holds about [---] tons of gold worth roughly $23B stored in a Swiss nuclear bunker CEO Paolo Ardoino called a James Bond kind of place. Tether is buying [--] tons a week and plans to keep adding while expanding its gold token"  
[X Link](https://x.com/wallstengine/status/2016318463346934130)  2026-01-28T01:12Z 124.7K followers, 13.1K engagements


"Todays Key Events (All EST) 01/28/2025 07:00: US MBA Mortgage Applications 10:00: Trump & Bessent Speak (Tentative) 14:00: FOMC Rate Decision 14:30: Press Conference w/Powell Before Open 👇 01:00 $ASML 06:00 Danaher $DHR 06:00 Elevance Health $ELV 06:10 Otis $OTIS 06:30 AT&T $T 06:30 GE Vernova $GEV 06:30 Textron $TXT 06:45 Brinker $EAT 06:45 MSCI $MSCI 07:00 ADP $ADP 07:00 Corning $GLW 07:00 General Dynamics $GD 07:00 Teva $TEVA 07:45 Starbucks $SBUX 08:00 Amphenol $APH 08:15 Progressive $PGR After Hours 👇 16:00 Microsoft $MSFT 16:05 Lam Research $LRCX 16:05 Las Vegas Sands $LVS 16:05"  
[X Link](https://x.com/wallstengine/status/2016390785894359306)  2026-01-28T06:00Z 125.2K followers, 15.3K engagements


"$ASML Q425 EARNINGS HIGHLIGHTS 🔹 Net Sales: 9.72B (Est. 9.57B) 🟢; 5% YoY 🔹 EPS (basic): [----] (Est. 7.55) 🌕 🔹 Bookings: 13.16B (Est. 6.85B) 🟢 🔹 Gross Margin: 52.2% (Est. 51.9%) 🟢 🔹 FY Order Backlog: 38.8B (Est. 33.08B) 🟢 🔹 EUV sales: [--] systems (Est. 12.33) 🟢 🔸 New share buyback: up to 12B by Dec. [--] [----] 🔸 Plans to streamline Technology and IT organizations; plans [----] job cuts (4% of workforce) FY Guide: 🔹 Sales: 34B to 39B (Est. 35.15B) 🟢; + 16% YoY 🔹 Gross Margin: 51% to 53% (Est. 52.9%) 🟡 Q1 Guide: 🔹 Net Sales: 8.2B to 8.9B (Est. 8.13B) 🟢 🔹 Gross Margin: 51% to 53%"  
[X Link](https://x.com/wallstengine/status/2016425087587778932)  2026-01-28T08:16Z 124.6K followers, 29.7K engagements


"Rothschild Redburn Downgrades $PYPL to Sell from Neutral Lowers PT to $50 from $70 Analyst comments: "While PayPal should in theory be well positioned for agentic commerce given its scale and trusted credentials we see this advantage eroding as consumer behaviour shifts. PayPals active user base of c. [---] million remains the largest of the payment businesses but the marginal consumer is increasingly choosing alternative payment methods with Shop Pay Stripe Link BNPL wallets Apple Pay and Google Pay winning the incremental user. Agentic commerce accelerates this pressure by propelling PayPals"  
[X Link](https://x.com/wallstengine/status/2016437182668681642)  2026-01-28T09:04Z 124.6K followers, 35.5K engagements


"Mizuho Upgrades $CRCL to Neutral from Underperform PT $77 Analyst comments: "Our worry then was that meager USDC distribution declining interest rates and fierce competition from Tether's USDT would weigh on the stock. Since all Polymarket bets are settled in USDC we now see USDC on Polymarket as a looming catalyst and believe upgrading to Neutral and a $77 price target is the right call. Specifically [----] is off to a strong start for Polymarket with annualized volumes of $50bn (3x vs. 2025). We estimate that the current run-rate could drive 25% potential upside to USDC market cap with even"  
[X Link](https://x.com/wallstengine/status/2016441206285500861)  2026-01-28T09:20Z 124.8K followers, [----] engagements


"C3 $AI is in talks to merge with Automation Anywhere. If it happens Automation Anywhere would acquire C3 AI and use the deal to go public: The Information"  
[X Link](https://x.com/wallstengine/status/2016447581958881762)  2026-01-28T09:45Z 124.8K followers, 13.6K engagements


"$DHR Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.84B (Est. $6.79B) 🟢; +4.5% Y/Y 🔹 Adj. EPS: $2.23 (Est. $2.14) 🟢; +4.0% Y/Y FY Guide: 🔹 Adj. EPS: $8.35 to $8.50 (Est. $8.42) 🟡 🔹 Non-GAAP core revenue growth: +3% to +6% Y/Y Segment Performance: 🔹 Life Sciences revenue: $2.09B (Est. $2.07B) 🟢 🔹 Biotechnology revenue: $2.03B (Est. $2.03B) 🟡 🔹 Diagnostics revenue: $2.72B (Est. $2.72B) 🟡 Commentary: 🔸 We delivered a strong finish to the year with better-than-expected performance across our portfolio. 🔸 We were particularly encouraged by continued strength in our bioprocessing business"  
[X Link](https://x.com/wallstengine/status/2016467789222134148)  2026-01-28T11:05Z 124.8K followers, [----] engagements


"ELEVANCE HEALTH $ELV Q425 EARNINGS HIGHLIGHTS 🔹 Oper Revenue: $49.3B (Est. $49.82B) 🔴; +10% Y/Y 🔹 Adj.EPS: $3.33 (Est. $3.10) 🟢 🔹 Benefit expense ratio: 93.5% 🔹 Medical membership: 45.2M FY Guide: 🔹 Adj. Diluted EPS: $25.50 (Est. $26.80) 🔴 Segment Performance: 🔹 Health Benefits operating revenue: $41.8B; +11% Y/Y 🔹 Carelon operating revenue: $18.7B; +27% Y/Y Capital Return: 🔹 Dividend (4Q): $1.71/sh ($377M total) 🔹 Remaining share repurchase authorization: $6.7B Commentary: 🔸 Elevance Health delivered fourth quarter results in line with our outlook reflecting disciplined"  
[X Link](https://x.com/wallstengine/status/2016468883486712041)  2026-01-28T11:10Z 125.2K followers, [----] engagements


"BofA Upgrades $MCHP to Buy from Neutral Raises PT to $95 from $78 Analyst comments: "We raise our Microchip CY2026/27 estimates by 8%/13% to $2.36/$3.10 and take our price objective to $95 now based on 35x CY2027E vs. 33x prior on better recovery momentum and visibility above its historical median 28x but within the broad 10x51x historical range. MCHP is trading at a premium multiple but we see significant headroom for earnings upgrades since even our raised CY2027E sales forecast of $7bn is below the companys prior $8bn+ peak. We further flag the companys idiosyncratic drivers of upside"  
[X Link](https://x.com/wallstengine/status/2016470521215656310)  2026-01-28T11:16Z 125.4K followers, [----] engagements


"KeyBanc Upgrades $NXT to Overweight from Sector Weight PT $142 Analyst comments: "We are upgrading Nextpower as we believe the risk-reward skews favorably on the back of increasingly visible multi-year growth drivers and a platform that is broadening beyond traditional trackers. The growing depth of the portfolio along the least-commoditized products in the solar balance-of-system value chain should allow NXT to maintain its competitive positioning and margins in our view. We also like NXT's debt-free balance sheet which offers attractive optionality and growing cash balances which the"  
[X Link](https://x.com/wallstengine/status/2016473196539850855)  2026-01-28T11:27Z 125.1K followers, [----] engagements


"$GEV Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.96B (Est. $10.27B) 🟢 🔹 EPS: $13.39 (Est. $3.18) 🟢 🔹 Adj. EBITDA: $1.16B (Est. $1.25B) 🔴 🔹 Total backlog: $682B (record) 🔹 Orders: $22.2B; +65% organically Raises FY Guide: 🔹 Revenue: $44B$45B (raised from $41B$42B) 🟢 🔹 Adj. EBITDA margin: 11%13% 🔹 Free cash flow: $5.0B$5.5B (raised from $4.5B$5.0B) 🟢 Other Metrics: 🔹 Net income includes: $2.9B tax benefit 🔹 Expects low-teens revenue CAGR from [--] to [--] 🔹 1Q Wind segment EBITDA losses: $(300)M$(400)M 🔹 Prolec GE acquisition expected to close: Feb. [--] [----] Commentary: 🔸 We increased"  
[X Link](https://x.com/wallstengine/status/2016474936911548654)  2026-01-28T11:34Z 124.7K followers, 47.3K engagements


"AT&T $T Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $33.5B (Est. $32.87B) 🟢; +3.7% Y/Y 🔹 Adj. EPS: $0.52 (Est. $0.46) 🟢 🔹 Wireless postpaid phone net adds: +421K (Est. +440K) 🔴 FY Guide: 🔹 Adj. EPS: $2.25$2.35 (Est. $2.21) 🟢 🔹 Free cash flow: $18B+ (2026) Other Metrics: 🔹 AT&T Fiber net adds: +283K 🔹 Free cash flow: $4.2B 🔹 Adjusted EBITDA: $11.2B 🔹 Mobility service revenues: $17.0B; +2.4% Y/Y 🔹 Consumer Wireline fiber revenues: $2.2B; +13.6% Y/Y 🔹 AT&T Internet Air net adds: +221K Capital Return: 🔹 Share repurchases (2026 planned): $8B 🔹 Shareholder returns (20262028): $45B+"  
[X Link](https://x.com/wallstengine/status/2016475231154819452)  2026-01-28T11:35Z 124.8K followers, [----] engagements


"CORNING $GLW Q425 EARNINGS HIGHLIGHTS 🔹 Core sales: $4.41B (Est. $4.36B) 🟢; +14% Y/Y 🔹 Core EPS: $0.72 (Est. $0.70) 🟢; +26% Y/Y 🔹 Corning and Meta: multiyear up to $6B agreement Q1 Guide: 🔹 Core sales: $4.2B to $4.3B; +15% Y/Y 🔹 Core EPS: $0.66 to $0.70 Segment Performance: 🔹 Optical Communications: $1701M; +24% Y/Y 🔹 Display: $955M; (2%) Y/Y 🔹 Specialty Materials: $544M; +6% Y/Y 🔹 Automotive: $440M; (1%) Y/Y 🔹 Life Sciences: $246M; (2%) Y/Y 🔹 Hemlock and Emerging Growth Businesses: $526M; +62% Y/Y Updated the Springboard Plan: 🔹 Springboard internal plan: adds $11B incremental"  
[X Link](https://x.com/wallstengine/status/2016487894819696879)  2026-01-28T12:25Z 124.8K followers, 12K engagements


"Eli Lilly $LLY signed a deal worth up to $1.12B with Germanys Seamless Therapeutics to develop gene-editing treatments for hearing loss"  
[X Link](https://x.com/wallstengine/status/2016500879088828522)  2026-01-28T13:17Z 125.7K followers, 10.9K engagements


"Deutsche Bank $DB was raided as part of a probe into suspected money laundering tied to staff with authorities investigating unknown managers and employees"  
[X Link](https://x.com/wallstengine/status/2016501735146283142)  2026-01-28T13:20Z 125.4K followers, [----] engagements


"Bloomberg: Blackstone is weighing a debt investment for Oracles $ORCL Michigan data center after earlier talks about putting in equity. The report says some other investors have passed on the project over perceived risks so the financing structure is still being worked out"  
[X Link](https://x.com/wallstengine/status/2016568992983630310)  2026-01-28T17:48Z 124.7K followers, 25.3K engagements


"Carvana $CVNA is having its worst day since April [----] after short seller Gotham City Research dropped a report questioning related-party ties with DriveTime and Bridgecrest and alleging Carvanas [------] results are overstated by $1 Billion+"  
[X Link](https://x.com/wallstengine/status/2016580724716122146)  2026-01-28T18:34Z 124.7K followers, 31.2K engagements


"Spotify $SPOT says it paid out $11B+ to the music industry in [----] up $1B+ YoY and claims thats about 30% of the recording industrys revenue. Source: The Verge"  
[X Link](https://x.com/wallstengine/status/2016582957709086914)  2026-01-28T18:43Z 125K followers, [----] engagements


"$CRCL White House is set to meet with banks and crypto firms over the stablecoin bill fight per Reuters"  
[X Link](https://x.com/wallstengine/status/2016589873894035742)  2026-01-28T19:11Z 124.8K followers, 14.4K engagements


"$META Platforms Q425 Earnings Highlights 🔹 Revenue: $59.89B (Est. $58.42B) 🟢; UP +24% YoY 🔹 EPS: $8.88 (Est. $8.19) 🟢; UP +11% YoY 🔹 Operating Income: $24.75B; UP +5.9% YoY 🔹 Daily Active People (DAP): 3.58B; UP +7% YoY 🔹 FY26 CapEx: $115B$135B (Est. $110.62B) 🟢 Guide: 🔹 Q1 Revenue: $53.5B$56.5B (Est. $51.27B) 🟢 🔹 FY26 Total Expenses: $162B$169B Q4 Segment: 🔹 Advertising Revenue: $58.14B (Est. $56.79B) 🟢 🔹 Family of Apps Revenue: $58.94B (Est. $57.47B) 🟢 🔹 Family of Apps Operating Income: $30.77B (Est. $30.0B) 🟢 🔹 Reality Labs Revenue: $955M (Est. $962.7M) 🔴 🔹 Reality Labs"  
[X Link](https://x.com/wallstengine/status/2016618360956735900)  2026-01-28T21:04Z 125.4K followers, 124.2K engagements


"$MSFT Microsoft Q2 Earnings Highlights 🔹 Revenue: $81.27B (Est. $80.31B) 🟢; UP +17% YoY 🔹 EPS: $5.16 (Est. $3.93) 😑; UP +60% YoY 🔹 Intelligent Cloud: $32.91B (Est. $32.39B) 🟢; UP +29% YoY 🔹 Azure & Other Cloud (ex-FX): +38% (Est. +38%) 🟡 🔹 Microsoft Cloud: $51.5B; UP +26% YoY 🔹 Commercial RPO: $625B; UP +110% YoY Productivity & Business Processes 🔹 Revenue: $34.1B; UP +16% YoY 🔹 Microsoft [---] Commercial cloud: UP +17% YoY 🔹 Microsoft [---] Consumer cloud: UP +29% YoY 🔹 LinkedIn: UP +11% YoY 🔹 Dynamics 365: UP +19% YoY More Personal Computing 🔹 Revenue: $14.3B; DOWN -3% YoY 🔹"  
[X Link](https://x.com/wallstengine/status/2016618948150907082)  2026-01-28T21:06Z 124.6K followers, 59.2K engagements


"$IBM Q425 Earnings Highlights 🔹 Revenue: $19.69B (Est. $19.21B) 🟢; UP +12% YoY 🔹 Operating EPS: $4.52 (Est. $4.28) 🟢 🔹 Free Cash Flow: $7.55B (Est. $6.85B) 🟢 🔹 Generative AI book of business: $12.5B FY Guide: 🔹 Revenue (constant FX): +5% (Est. +4.12%) 🟢 🔹 Free Cash Flow: to increase about $1B YoY Segment Performance: 🔹 Software: $9.03B (Est. $8.82B) 🟢; UP +14% YoY 🔹 Consulting: $5.35B (Est. $5.38B) 🔴; UP +3% YoY 🔹 Infrastructure: $5.1B; UP +21% YoY 🔹 Financing: $0.2B; UP +5% YoY Financials: 🔹 Operating (Non-GAAP) Gross Margin: 61.8%; UP +120 bps YoY 🔹 GAAP Gross Margin:"  
[X Link](https://x.com/wallstengine/status/2016620655303856355)  2026-01-28T21:13Z 124.7K followers, 13.4K engagements


"ROBINHOOD $HOOD IS SAID TO VIE FOR KEY RETAIL ROLE IN MEGA SPACEX IPO"  
[X Link](https://x.com/wallstengine/status/2016621211628032422)  2026-01-28T21:15Z 124.8K followers, 48.7K engagements


"TESLA $TSLA Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $24.90B (Est. $24.7B) 🟢; -3% YoY 🔹 Adj. EPS: $0.50 (Est. $0.45) 🟢; -17% YoY 🔹 Gross Margin: 20.1% (Est. 17.1%) 🟢; +386 bp YoY 🔹 Free Cash Flow: $1.42B (Est. $1.59B); -30% YoY 🔹 xAI Series E preferred stock investment: approx. $2B; expected to close in Q1'2026 Segment Performance: 🔹 Total automotive: $17.693B; -11% YoY 🔹 Energy generation and storage: $3.837B; +25% YoY 🔹 Services and other: $3.371B; +18% YoY Other Metrics: 🔹 Total deliveries: 418227; DOWN -16% YoY 🔹 Storage deployed: [----] GWh; UP +29% YoY 🔹 Active FSD subscriptions:"  
[X Link](https://x.com/wallstengine/status/2016622243925872645)  2026-01-28T21:19Z 124.6K followers, 37.1K engagements


"$NOW ServiceNow Q425 Earnings Highlights 🔹 Revenue: $3.568B (Est. $3.53B) 🟢; UP +20.5% YoY 🔹 Adj. EPS: $0.92 (Est. $0.89) 🟢 🔹 Subscription: $3.466B; UP +21% YoY 🔹 cRPO: $12.85B; UP +25% YoY 🔹 Buyback: +$5B authorization; plans imminent $2B ASR Q1 Guide: 🔹 Subscription Revenue: $3.650B-$3.655B FY Guide: 🔹 Subscription Revenue: $15.53B-$15.57B 🔹 Non-GAAP Op Margin: 32% 🔹 Free Cash Flow Margin: 36% https://twitter.com/i/web/status/2016623597314593221 https://twitter.com/i/web/status/2016623597314593221"  
[X Link](https://x.com/wallstengine/status/2016623597314593221)  2026-01-28T21:25Z 125.1K followers, 18.9K engagements


"$LRCX Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.34B (Est. $5.21B) 🟢 🔹 Non-GAAP EPS: $1.27 (Est. $1.16) 🟢 🔹 Non-GAAP Gross Margin: 49.7% 🔹 Japan shipments (future revenue estimate): $226M Q3 Guide: 🔹 Revenue: $5.4B-$6.0B (Est. $5.33B) 🟢 🔹 EPS: $1.25-$1.45 (Est. $1.20) 🟢 🔹 Operating Margin: 34.0% 1% 🔹 EPS: $1.35 $0.10 Financials: 🔹 Net Income (GAAP): $1594M 🔹 Cash cash equivalents & restricted cash: $6.2B Commentary: 🔸 Lam delivered another strong quarter to cap a record year 🔸 With AI accelerating we are ramping execution velocity across the company to support our customers'"  
[X Link](https://x.com/wallstengine/status/2016625697226428850)  2026-01-28T21:33Z 124.7K followers, 13.6K engagements


"SOUTHWEST $LUV Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.4B (Est. $7.5B) 🔴 🔹 Adj. EPS: $0.58 (Est. $0.57) 🟢 🔹 Passenger: $6.8B; UP +7.6% YoY 🔹 Operating Revenue: $7.4B; UP +7.4% YoY 🔹 Adj. EBIT: $386M Q1 Guide: 🔹 Adj. EPS: at least $0.45 (Est. $0.28) 🟢 🔹 RASM: UP at least +9.5% YoY 🔹 ASMs: UP +1% to +2% YoY 🔹 CASM-X: UP 3.5% YoY FY Guide: 🔹 Adj. EPS: at least $4.00 (Est. $3.20) 🟢 🔹 ASMs: UP +2% to +3% YoY Other Metrics: 🔹 Fuel cost (Q4): $2.45 per gallon 🔹 Cash & cash equivalents: $3.2B 🔹 Leverage: 2.4x Capital Return: 🔹 Returned $2.9B to shareholders via dividends & share"  
[X Link](https://x.com/wallstengine/status/2016627174380585001)  2026-01-28T21:39Z 124.7K followers, [----] engagements


"CELESTICA $CLS Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.65B (Est. $3.46B) 🟢; UP +44% YoY 🔹 Adj. EPS: $1.89 (Est. $1.74) 🟢 Q1 Guide: 🔹 Adj. EPS: $1.95-$2.15 (Est. $1.83) 🟢 🔹 Revenue: $3.850B-$4.150B 🔹 Adj. Operating Margin: 7.8% (mid-point) FY Guide: 🔹 Revenue: $17.0B (Prev. $16.0B) 🟢 🔹 Adj. EPS: $8.75 (Prev. $8.20) 🟢 🔹 Capex: $1B Segment Performance: 🔹 CCS Revenue: $2.86B; UP +64% YoY 🔹 ATS Revenue: $0.80B; DOWN -1% YoY Strategic Update: 🔸 Expanding U.S. manufacturing capacity to support $GOOGL's U.S. TPU system production with expansion scheduled for completion in 2027."  
[X Link](https://x.com/wallstengine/status/2016628252450988068)  2026-01-28T21:43Z 124.9K followers, 14.2K engagements


"Celestica $CLS says its expanding U.S. manufacturing capacity to support $GOOGL's U.S. TPU system production with expansion scheduled for completion in 2027"  
[X Link](https://x.com/wallstengine/status/2016628457871229354)  2026-01-28T21:44Z 125K followers, 13.6K engagements


"$META CEO Mark Zuckerberg: Sales of AR glasses more than tripled last yearIts hard to imagine where most glasses that people wear arent AI glasses. Directing most of our RL investment towards glasses & wearables Reality Labs losses this year will likely be the peak"  
[X Link](https://x.com/wallstengine/status/2016633599005774006)  2026-01-28T22:04Z 124.8K followers, 53.6K engagements


"$JOBY ANNOUNCES $1B FINANCING COMMON STOCK + CONVERTIBLE SENIOR DEBT OFFERING"  
[X Link](https://x.com/wallstengine/status/2016638106792054921)  2026-01-28T22:22Z 125K followers, 28.2K engagements


"$TSLA CEO Elon Musk says Tesla will stop producing the Model S and Model X in Q2 [----] and convert that factory capacity to Optimus"  
[X Link](https://x.com/wallstengine/status/2016642696455282905)  2026-01-28T22:41Z 124.7K followers, 20.8K engagements


"$LRCX sees a bigger [----] WFE market CEO says [----] WFE was close to $110B & their initial [----] view is in the $135B range but spending is still capped by a shortage of clean-room space He added chipmakers are trying to add capacity yet sold out conditions are persisting"  
[X Link](https://x.com/wallstengine/status/2016654994712461529)  2026-01-28T23:29Z 124.7K followers, 14.3K engagements


"$MP Materials pushed back on Reuters report about the U.S. stepping away from critical-minerals price floors saying its long-term Department of Defense agreement including the Price Protection Agreement remains fully in force with no changes. Todays Reuters report is inaccurate misleading and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused unnecessary confusion in the marketplace. MP Materials has a binding Todays Reuters report is inaccurate misleading and inconsistent with the facts."  
[X Link](https://x.com/wallstengine/status/2016673630709829998)  2026-01-29T00:43Z 124.7K followers, 36.7K engagements


"Barclays Upgrades $ZG to Equalweight from Underweight Raises PT to $72 from $66 Analyst comments: "We still see a number of potential challengesan unclear path on existing home sales and affordability an overhang from a number of legal battles and heightened competitionthat keep us from getting more constructive. At the same time ZG execution has unquestionably improved with the company on pace to deliver mid-teens revenue and mid/high 20s adjusted EBITDA growth for the second consecutive year in 2025E with preliminary [----] guidance pointing to more of the same. We arent yet on board with a"  
[X Link](https://x.com/wallstengine/status/2016805184161403114)  2026-01-29T09:26Z 125.4K followers, [----] engagements


"$SAP Q425 EARNINGS HIGHLIGHTS 🔹 Non-IFRS Revenue: 9.68B (Est. 9.74B) 🔴; +3% YoY 🔹 Non-IFRS EPS: [----] (Est. 1.76) 🔴; +16% YoY 🔹 Non-IFRS Cloud: 5.61B (Est. 5.64B) 🔴; +19% YoY 🔹 Current Cloud Backlog: 21.05B; +16% YoY 🔹 Total Cloud Backlog: 77.29B; +22% YoY FY26 Guide: 🔹 Cloud: 25.8B26.2B; UP +23% to +25% 🔹 Cloud & Software: 36.3B36.8B; UP +12% to +13% 🔹 Non-IFRS Operating Profit: 11.9B12.3B; UP +14% to +18 🔹 Free Cash Flow: 10B 🔹 Non-IFRS Effective Tax Rate: 29% 🔹 Current Cloud Backlog Growth: slightly decelerate Q4 Segment: 🔹 SaaS/PaaS: 5.532B; UP +21% YoY 🔹 Cloud ERP Suite:"  
[X Link](https://x.com/wallstengine/status/2016808322880676026)  2026-01-29T09:39Z 125K followers, 38.8K engagements


"DEUTSCHE BANK $DB AUTHORIZES 1B SHARE BUYBACK"  
[X Link](https://x.com/wallstengine/status/2016808763848823178)  2026-01-29T09:40Z 125.3K followers, [----] engagements


"Alibaba $BABA to merge its autonomous driving business with Zelos Technology folding Cainiaos driverless vehicle unit into Zelos. Alibaba would receive an equity stake in Zelos as part of the deal"  
[X Link](https://x.com/wallstengine/status/2016809232201629991)  2026-01-29T09:42Z 125.1K followers, [----] engagements


"$NVDA CEO Jensen Huang says Beijing still hasnt approved H200 imports and Nvidia hasnt received new H200 orders from Chinese customers yet. The US export license is still being finalized and Chinese officials have told big tech firms they can prepare orders but its up to the Chinese government now. https://twitter.com/i/web/status/2016811583549428135 https://twitter.com/i/web/status/2016811583549428135"  
[X Link](https://x.com/wallstengine/status/2016811583549428135)  2026-01-29T09:52Z 125.7K followers, 43.8K engagements


"Morgan Stanley on $NVDA (OW; $250 PT): "Our checks remain very strong and are getting stronger though strong near-term numbers are consensus; so why has the stock lagged Part of this is that the number of AI beneficiaries is broadening out as the AI builds cause shortages of nearly everything. There is also concern over potential share loss which is overblown to begin withand Vera Rubin should provide a strong demonstration of NVIDIAs leadership. Part of the concern is the financing of frontier model developers and NVIDIAs role in that which requires some adjustment. The bottom line is that"  
[X Link](https://x.com/wallstengine/status/2016816761497407743)  2026-01-29T10:12Z 125.7K followers, 38.4K engagements


"HONEYWELL $HON Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.1B (Est. $10.02B) 🟢 🔹 Adj. EPS: $2.59 (Est. $2.54) 🟢; UP +17% YoY 🔹 Orders: UP +23% organically 🔹 Backlog: $37B 🔹 Honeywell Aerospace spin-off: now expected in Q3 [----] FY Guide: 🔹 Adj. EPS: $10.35-$10.65 (Est. $10.42) 🟡 🔹 Sales: $38.8B-$39.8B 🔹 Organic sales growth: 3% to 6% 🔹 Free Cash Flow: $5.3B-$5.6B Segment Performance: 🔹 Aerospace Technologies organic sales: UP +21% YoY 🔹 Building Automation organic sales: UP +8% YoY 🔹 Energy & Sustainability Solutions organic sales: DOWN -7% YoY 🔹 Industrial Automation organic"  
[X Link](https://x.com/wallstengine/status/2016831021870960707)  2026-01-29T11:09Z 125.6K followers, 10.4K engagements


"BMO Capital Downgrades $FSLR to Market Perform from Outperform PT $263 Analyst comments: "We initially dismissed Tesla CEO Elon Musks remarks last week at the World Economic Forum (WEF) in Davos Switzerland around potentially building a significant vertically integrated solar PV module manufacturing base (100 gigawatts per year) to self-generate as aspirational. However his remarks during todays earnings call suggest to us that this is likely to become a bona fide effort in the next few quarters and may be an overhang on FSLR shares for some time." Analyst: Ameet Thakkar"  
[X Link](https://x.com/wallstengine/status/2016831949856444765)  2026-01-29T11:13Z 124.8K followers, 11K engagements


"$DOW launched a $2B Transform to Outperform efficiency program including about [----] job cuts and more AI and automation. Dow expects $500M of EBITDA benefit in [----] then $1.2B more in [----] and $300M in [----] with $1.1B$1.5B of one-time costs"  
[X Link](https://x.com/wallstengine/status/2016832533829472410)  2026-01-29T11:15Z 124.7K followers, [----] engagements


"PACKAGING GIANT INTERNATIONAL PAPER $IP IS SAID TO EXPLORE BREAKUP"  
[X Link](https://x.com/wallstengine/status/2016837202995794244)  2026-01-29T11:33Z 125.4K followers, [----] engagements


"$RCL Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.26B (Est. $4.26B) 🟡 🔹 Adj. EPS: $2.80 (Est. $2.80) 🟡 🔹 Load factor: 108% 🔹 Buyback authorization remaining: $1.8B FY Guide: 🔹 Adj. EPS: $17.70-$18.10 (Est. $17.66) 🟢 Q1 Guide: 🔹 Adj. EPS: $3.18-$3.28 (Est. $2.95) 🟢 Other Metrics: 🔹 [----] capacity booked: two-thirds; at record rates 🔹 Liquidity (12/31/25): $7.2B 🔹 Net Yields: UP +3.1% (UP +2.5% constant currency) 🔹 NCC ex-Fuel per APCD: DOWN -5.8% (DOWN -6.3% constant currency) Commentary: 🔸 WAVE is off to a record start and we continue to see strong and growing preference for our"  
[X Link](https://x.com/wallstengine/status/2016838378957017344)  2026-01-29T11:38Z 124.7K followers, [----] engagements


"International Paper $IP plans to split into two public companies separating its North American packaging business from an EMEA packaging company built around DS Smith plus IPs regional assets. The spin is expected in [----] months with the new EMEA company set to list on both the LSE and NYSE while IP plans to retain a meaningful stake. https://twitter.com/i/web/status/2016844502187856263 https://twitter.com/i/web/status/2016844502187856263"  
[X Link](https://x.com/wallstengine/status/2016844502187856263)  2026-01-29T12:02Z 125.1K followers, [----] engagements


"$INOD shares are trading higher after winning a Palantir $PLTR contract Innodata will provide annotation and multimodal data engineering on thousands of hours of rodeo video Goal is to train computer vision models to track animals riders and joint movement for automated performance metrics https://twitter.com/i/web/status/2016868029125317117 https://twitter.com/i/web/status/2016868029125317117"  
[X Link](https://x.com/wallstengine/status/2016868029125317117)  2026-01-29T13:36Z 124.8K followers, 19.6K engagements


"$ZENA updated its Taiwan Spider Vision Sensors facility to produce NDAA-compliant drone components [-----] sq ft site has started printed circuit board production and expects full capacity this quarter Components will support ZenaDrone [----] and IQ Series with final DoD contract assembly in Mesa Arizona https://twitter.com/i/web/status/2016868622703218770 https://twitter.com/i/web/status/2016868622703218770"  
[X Link](https://x.com/wallstengine/status/2016868622703218770)  2026-01-29T13:38Z 124.8K followers, [----] engagements


"BOEING $BA TO BUILD FOUR ADDITIONAL MH-139A HELICOPTERS FOR U.S. AIR FORCE"  
[X Link](https://x.com/wallstengine/status/2016884089878704415)  2026-01-29T14:40Z 125K followers, [----] engagements


"US opens probe after Waymo self-driving vehicle strikes child near school causing minor injuries $UBER $LYFT $GOOGL"  
[X Link](https://x.com/wallstengine/status/2016915786531819659)  2026-01-29T16:46Z 124.8K followers, 24.2K engagements


"BANK OF AMERICA $BAC BANK OF NEW YORK WIN DISMISSAL OF EPSTEIN VICTIMS' LAWSUIT - BLOOMBERG"  
[X Link](https://x.com/wallstengine/status/2016958472940900554)  2026-01-29T19:35Z 124.8K followers, [----] engagements


"WSJ reports Amazon is in talks to invest up to $50B in OpenAI with CEO Andy Jassy directly involved in negotiations with Sam Altman. OpenAI is said to be seeking up to $100B in a round that could value it as high as $830B with SoftBank also in talks for up to $30B"  
[X Link](https://x.com/wallstengine/status/2016974007967633834)  2026-01-29T20:37Z 124.8K followers, 18.6K engagements


"SANDISK $SNDK Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.025B (Est. $2.67B) 🟢; UP +61% YoY 🔹 EPS: $6.20 (Est. $3.49) 🟢; UP +404% YoY 🔹 Adj Gross Margin: 51.1%; UP +18.6 ppt YoY 🔹 Datacenter Revenue: $440M; UP +76% YoY Q3 Guide: 🔹 Revenue: $4.4B$4.8B (Est. $2.92B) 🟢 🔹 Adj. EPS: $12.00$14.00 (Est. $4.21) 🟢 🔹 Non-GAAP Gross Margin: 65.0%67.0% 🔹 Non-GAAP OpEx: $450M$470M 🔹 Non-GAAP Interest & Other Expense Net: $25M$30M 🔹 Non-GAAP Tax Expense: $325M$375M 🔹 Diluted Shares Outstanding: 157M Segment Performance: 🔹 Datacenter: $440M; UP +76% YoY; UP +64% QoQ 🔹 Edge: $1678M; UP +63% YoY;"  
[X Link](https://x.com/wallstengine/status/2016983139344929046)  2026-01-29T21:13Z 125.6K followers, 116.7K engagements


"VISA $V Q126 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.9B (Est. $10.68B) 🟢; UP +15% YoY 🔹 Adj. EPS: $3.17 (Est. $3.14) 🟢; UP +15% YoY 🔹 Processed Txn: 69.4B (Est. 69.67B) 🔴; UP +9% YoY 🔹 Cross-Border Volume Total (CC): UP +12% YoY 🔹 Share Repurchases & Dividends: $5.1B Other Metrics: 🔹 Payments Volume (const.-dollar): UP +8% YoY 🔹 Cross-Border Volume ex Intra-Europe (cc): UP +11% YoY Financials: 🔹 Non-GAAP Net Income: $6.1B; UP +12% YoY Capital Return: 🔹 Share Repurchases: 11M shares for $3.8B 🔹 Remaining Repurchase Authorization: $21.1B 🔹 Dividend: $0.670/sh (quarterly) Commentary: 🔸"  
[X Link](https://x.com/wallstengine/status/2016984616679460893)  2026-01-29T21:19Z 124.8K followers, 14.4K engagements


"$KLAC Q226 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.30B (Est. $3.25B) 🟢 🔹 Non-GAAP EPS: $8.85 (Est. $8.80) 🟢 🔹 Cash Flow from Ops: $1.37B 🔹 Free Cash Flow: $1.26B Q3 Guide: 🔹 Revenue: $3.2B$3.5B (Est. $3.29B) 🟢 🔹 Non-GAAP EPS: $8.30$9.86 (Est. $8.98) 🟢 🔹 Non-GAAP Gross Margin: 61.75% +/- 1.00% 🔹 Non-GAAP EPS: $9.08 +/- $0.78 Commentary: 🔸 KLA delivered a record quarter and calendar [----] for revenue non-GAAP operating income and free cash flow generation. 🔸 As the market leader in process control KLA is well positioned to take advantage of this long-term trend. 🔸 KLA is a key enabler"  
[X Link](https://x.com/wallstengine/status/2016985090451296519)  2026-01-29T21:21Z 124.8K followers, 32.3K engagements


"$DXC Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.19B (Est. $3.18B) 🟢 🔹 EPS: $0.96 (Est. $0.83) 🟢 FY Guide: 🔹 EPS: $3.15 (Est. $3.13) 🟢 🔹 Revenue: $12.69B (Est. $12.69B) 🟡"  
[X Link](https://x.com/wallstengine/status/2016986074598560014)  2026-01-29T21:25Z 125.4K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing