Wall St Engine
Jeff Bezos’ firm, Bezos Expeditions, is leading a $72M investment in AI data startup Toloka, part of Nebius Group $NBIS, to help scale its U.S. presence. Toloka, which works with Amazon, Microsoft, and Anthropic, supports AI training with human oversight. Nvidia also backed Nebius last year.
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Jeff Bezos’ firm, Bezos Expeditions, is leading a $72M investment in AI data startup Toloka, part of Nebius Group $NBIS, to help scale its U.S. presence. Toloka, which works with Amazon, Microsoft, and Anthropic, supports AI training with human oversight. Nvidia also backed Nebius last year.
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Wall St Engine
Google $GOOGL is backing the development of three new advanced nuclear sites through a deal with Elementl Power, aiming to boost reliable, 24/7 energy for its growing data center needs. Each site will produce at least 600MW, with Google funding early-stage work and holding future purchase options.
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Google $GOOGL is backing the development of three new advanced nuclear sites through a deal with Elementl Power, aiming to boost reliable, 24/7 energy for its growing data center needs. Each site will produce at least 600MW, with Google funding early-stage work and holding future purchase options.
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Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Q1 2025 Preview 🗓️
Revenue est: $5.52B
EPS est: $8.27
In Q1 2024 👇🏽
Revenue: $4.3B
EPS: $6.78
GMV: $11.4B
Items Sold: 385.1M
Total TPV: $40.7B
Fintech MAU: 49M https://t.co/kLMuAPL7Ox
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MercadoLibre $MELI Q1 2025 Preview 🗓️
Revenue est: $5.52B
EPS est: $8.27
In Q1 2024 👇🏽
Revenue: $4.3B
EPS: $6.78
GMV: $11.4B
Items Sold: 385.1M
Total TPV: $40.7B
Fintech MAU: 49M https://t.co/kLMuAPL7Ox
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App Economy Insights
$DIS Disney Q2 FY25:
• Revenue +7% Y/Y to $23.6B ($470M beat).
• Non-GAAP EPS $1.45 ($0.24 beat).
Segment operating margin:
🍿 Entertainment: 12% (+4pp Y/Y).
🏈 Sports: 15% (-3pp Y/Y).
🏰 Experience: 28% (+1pp Y/Y).
FY25 EPS +16% Y/Y (prev. high-single-digit). https://t.co/WzOf2Csviv
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$DIS Disney Q2 FY25:
• Revenue +7% Y/Y to $23.6B ($470M beat).
• Non-GAAP EPS $1.45 ($0.24 beat).
Segment operating margin:
🍿 Entertainment: 12% (+4pp Y/Y).
🏈 Sports: 15% (-3pp Y/Y).
🏰 Experience: 28% (+1pp Y/Y).
FY25 EPS +16% Y/Y (prev. high-single-digit). https://t.co/WzOf2Csviv
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Investing visuals
$MELI earnings on deck tomorrow!
Would you rather hold $MELI or $AMZN for the next 10 years? https://t.co/WTntSJ37cO
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$MELI earnings on deck tomorrow!
Would you rather hold $MELI or $AMZN for the next 10 years? https://t.co/WTntSJ37cO
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Wall St Engine
US Vice President J.D. Vance says Russia is “asking for too much” and that there’s a “big gulf” between Moscow and Kyiv’s positions. He added it's “probably impossible” to mediate without at least some direct talks between the two sides, and urged agreement on guidelines for any future negotiations.
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US Vice President J.D. Vance says Russia is “asking for too much” and that there’s a “big gulf” between Moscow and Kyiv’s positions. He added it's “probably impossible” to mediate without at least some direct talks between the two sides, and urged agreement on guidelines for any future negotiations.
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App Economy Insights
$UBER Uber Q1 FY25:
• Gross bookings +18% Y/Y fxn to $42.8B.
• Revenue +14% Y/Y to $11.5B ($0.1B miss).
• Adj. EBITDA +35% Y/Y to $1.9B.
Q2 FY25 guidance:
• Gross bookings ~$46.5B ($0.6B beat).
• Adjusted EBITDA up 29% to 35% Y/Y. https://t.co/fCyrUncEsW
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$UBER Uber Q1 FY25:
• Gross bookings +18% Y/Y fxn to $42.8B.
• Revenue +14% Y/Y to $11.5B ($0.1B miss).
• Adj. EBITDA +35% Y/Y to $1.9B.
Q2 FY25 guidance:
• Gross bookings ~$46.5B ($0.6B beat).
• Adjusted EBITDA up 29% to 35% Y/Y. https://t.co/fCyrUncEsW
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed dozens of new stock purchases.
Haven't had time to take a close look at all of them yet, but one stood out to me right away:
She bought stock in a foreign crude oil shipping company called Frontline, $FRO.
This is the first time we have ever seen a member of Congress trade this stock.
It has risen 20% over the last month.
We'll be keeping an eye on it.
You can see Marjorie Taylor Greene's full trade list on Quiver.
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BREAKING: Marjorie Taylor Greene just disclosed dozens of new stock purchases.
Haven't had time to take a close look at all of them yet, but one stood out to me right away:
She bought stock in a foreign crude oil shipping company called Frontline, $FRO.
This is the first time we have ever seen a member of Congress trade this stock.
It has risen 20% over the last month.
We'll be keeping an eye on it.
You can see Marjorie Taylor Greene's full trade list on Quiver.
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Wall St Engine
$AMZN | Amazon Web Services will invest $4B to build its first cloud infrastructure in Chile, aiming to go live by the second half of 2026.
The site will be AWS's third cloud region in Latin America after Brazil and Mexico. AWS says the region will support high-demand services like generative AI while keeping water usage minimal—just 4% of the year—mostly relying on air cooling.
AWS has matched 100% of its energy use with renewables since 2023. The Chilean cloud market is expected to grow over 20% annually through 2028, reaching $1.9B next year, according to AWS.
(Source: Reuters)
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$AMZN | Amazon Web Services will invest $4B to build its first cloud infrastructure in Chile, aiming to go live by the second half of 2026.
The site will be AWS's third cloud region in Latin America after Brazil and Mexico. AWS says the region will support high-demand services like generative AI while keeping water usage minimal—just 4% of the year—mostly relying on air cooling.
AWS has matched 100% of its energy use with renewables since 2023. The Chilean cloud market is expected to grow over 20% annually through 2028, reaching $1.9B next year, according to AWS.
(Source: Reuters)
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