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Trump’s teased “very big announcement” looks to be a Medicare drug pricing overhaul. Per Politico, he's planning to revive the "most favored nation" model—tying U.S. drug costs to lower international prices. Could be a major swing at Big Pharma ahead of Monday’s reveal. https://t.co/rwXwV8uVTA
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Trump’s teased “very big announcement” looks to be a Medicare drug pricing overhaul. Per Politico, he's planning to revive the "most favored nation" model—tying U.S. drug costs to lower international prices. Could be a major swing at Big Pharma ahead of Monday’s reveal. https://t.co/rwXwV8uVTA
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Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Reports a Strong Q1 🎯
✅ Rev: $5.93B vs $5.52B (est) | +37% YoY
✅ EPS: $9.74 vs $8.27 (est) | +44% YoY
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🏷️ GMV: $13.3B | +17% YoY
🧾 Items Sold: 492.2M | +28% YoY
💸 Total TPV: $58.3B | +43% YoY
📲 Fintech MAU: 64.3M | +31% YoY https://t.co/kNTMzECQOj
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MercadoLibre $MELI Reports a Strong Q1 🎯
✅ Rev: $5.93B vs $5.52B (est) | +37% YoY
✅ EPS: $9.74 vs $8.27 (est) | +44% YoY
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🏷️ GMV: $13.3B | +17% YoY
🧾 Items Sold: 492.2M | +28% YoY
💸 Total TPV: $58.3B | +43% YoY
📲 Fintech MAU: 64.3M | +31% YoY https://t.co/kNTMzECQOj
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RT @wallstengine: Happy FOMC Day to those who celebrate!
The Fed’s widely expected to stay put at 2PM ET, and they'll probably do their best not to stir up any headlines during the 2:30PM press conference. https://t.co/Bmkq4DUJoK
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RT @wallstengine: Happy FOMC Day to those who celebrate!
The Fed’s widely expected to stay put at 2PM ET, and they'll probably do their best not to stir up any headlines during the 2:30PM press conference. https://t.co/Bmkq4DUJoK
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$UBER CEO says Waymo is “definitely the leader” in the autonomous race—sharing that 100 Waymo vehicles in Austin are completing more trips per day than 99% of human drivers. Plans are in motion to scale to hundreds of cars in Austin before launching in Atlanta later this year. https://t.co/21ToCPblXL
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$UBER CEO says Waymo is “definitely the leader” in the autonomous race—sharing that 100 Waymo vehicles in Austin are completing more trips per day than 99% of human drivers. Plans are in motion to scale to hundreds of cars in Austin before launching in Atlanta later this year. https://t.co/21ToCPblXL
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U.S. March consumer credit rose $10.2B, a bit above the $9.4B expected—the biggest monthly gain in 3 months. Still, with Jan and Feb, Q1 was the weakest quarter for borrowing in a year. Revolving credit (mainly credit cards) was up just $1.9B, while non-revolving rose $8.3B. https://t.co/1CnnwJBwmE
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U.S. March consumer credit rose $10.2B, a bit above the $9.4B expected—the biggest monthly gain in 3 months. Still, with Jan and Feb, Q1 was the weakest quarter for borrowing in a year. Revolving credit (mainly credit cards) was up just $1.9B, while non-revolving rose $8.3B. https://t.co/1CnnwJBwmE
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BofA says companies are still guiding capex above expectations more than twice as often as they’re guiding below—2.3x over the last 3 months vs a 1.4x historical avg. April is tracking near normal. Mentions of project delays are rising, but still far from COVID levels. https://t.co/Ymmd6kr2aH
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BofA says companies are still guiding capex above expectations more than twice as often as they’re guiding below—2.3x over the last 3 months vs a 1.4x historical avg. April is tracking near normal. Mentions of project delays are rising, but still far from COVID levels. https://t.co/Ymmd6kr2aH
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S&P 500 companies pulled in $1.2 trillion in revenue from China last year—4x more than the U.S. goods trade deficit of $295B. https://t.co/7X7ODxPCGJ
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S&P 500 companies pulled in $1.2 trillion in revenue from China last year—4x more than the U.S. goods trade deficit of $295B. https://t.co/7X7ODxPCGJ
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Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
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Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
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Wall St Engine
Today's Key Events (All EST) — 05/08/2025
08:30: US Initial Jobless Claims
10:00: AI CEOs Testify at Senate Hearing
10:00: US Wholesale Inventories
13:00: US 30-Year Bond Auction
Before Open 👇
05:00: Toyota Motor $TM
06:00: YETI Holdings
06:30: Molson Coors $TAP
06:30: Restaurant Brands $QSR
06:30: Planet Fitness $PLNT
06:45: BCE Inc. $BCE
06:45: Tapestry $TPR
07:00: Shopify $SHOP
07:00: Peloton $PTON
07:00: Warner Bros. Discovery $WBD
07:00: Papa John’s $PZZA
07:00: Penn Entertainment $PENN
07:00: D-Wave Quantum $QBTS
07:00: Crocs $CROX
07:00: Brookfield Corp. $BN
07:00: Jumia $JMIA
07:00: Aspen Aerogels $ASPN
07:00: Talen Energy $TLN
07:00: Hut 8 Mining
07:00: Novo Nordisk $NVO
07:30: Cheniere $LNG
After Hours 👇
16:00: Trade Desk $TTD
16:00: Akamai $AKAM
16:00: Insulet $PODD
16:00: Texas Roadhouse $TXRH
16:05: Coinbase $COIN
16:05: Affirm $AFRM
16:05: WolfSpeed $WOLF
16:05: Pinterest $PINS
16:05: Toast $TOST
16:05: Lyft $LYFT
16:05: Dropbox $DBX
16:05: HubSpot $HUBS
16:05: Rocket $RKT
16:05: Illumina $ILMN
16:05: Paramount $PARA
16:05: BILL Holdings $BILL
16:05: StoneCo
16:05: Rumble
16:05: Innodata
16:05: CleanSpark $CLSK
16:05: Serve Robotics $SERV
16:15: Cloudflare $NET
16:15: DraftKings $DKNG
16:15: Rocket Lab $RKLB
16:15: TransMedics $TMDX
16:15: AMN Healthcare
16:15: Main Street Capital $MAIN
16:15: Microchip $MCHP
17:15: News Corp $NWSA
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Today's Key Events (All EST) — 05/08/2025
08:30: US Initial Jobless Claims
10:00: AI CEOs Testify at Senate Hearing
10:00: US Wholesale Inventories
13:00: US 30-Year Bond Auction
Before Open 👇
05:00: Toyota Motor $TM
06:00: YETI Holdings
06:30: Molson Coors $TAP
06:30: Restaurant Brands $QSR
06:30: Planet Fitness $PLNT
06:45: BCE Inc. $BCE
06:45: Tapestry $TPR
07:00: Shopify $SHOP
07:00: Peloton $PTON
07:00: Warner Bros. Discovery $WBD
07:00: Papa John’s $PZZA
07:00: Penn Entertainment $PENN
07:00: D-Wave Quantum $QBTS
07:00: Crocs $CROX
07:00: Brookfield Corp. $BN
07:00: Jumia $JMIA
07:00: Aspen Aerogels $ASPN
07:00: Talen Energy $TLN
07:00: Hut 8 Mining
07:00: Novo Nordisk $NVO
07:30: Cheniere $LNG
After Hours 👇
16:00: Trade Desk $TTD
16:00: Akamai $AKAM
16:00: Insulet $PODD
16:00: Texas Roadhouse $TXRH
16:05: Coinbase $COIN
16:05: Affirm $AFRM
16:05: WolfSpeed $WOLF
16:05: Pinterest $PINS
16:05: Toast $TOST
16:05: Lyft $LYFT
16:05: Dropbox $DBX
16:05: HubSpot $HUBS
16:05: Rocket $RKT
16:05: Illumina $ILMN
16:05: Paramount $PARA
16:05: BILL Holdings $BILL
16:05: StoneCo
16:05: Rumble
16:05: Innodata
16:05: CleanSpark $CLSK
16:05: Serve Robotics $SERV
16:15: Cloudflare $NET
16:15: DraftKings $DKNG
16:15: Rocket Lab $RKLB
16:15: TransMedics $TMDX
16:15: AMN Healthcare
16:15: Main Street Capital $MAIN
16:15: Microchip $MCHP
17:15: News Corp $NWSA
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