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Wall St Engine
JPMorgan Was expecting 100M+ $NFLX Ad Tier MAUs https://t.co/3lIIXBT2C0
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JPMorgan Was expecting 100M+ $NFLX Ad Tier MAUs https://t.co/3lIIXBT2C0
NETFLIX $NFLX SAYS IT NOW HAS 94 MILLION SUBSCRIBERS TO ITS ADVERTISING SUPPORTED SERVICE https://t.co/fvhSUxn3IM tweet
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Quiver Quantitative
This has been starting to happen:
April 17th: We report on stock trades by Representative Bruce Westerman in oil and gas companies he oversees
April 26th: Westerman starts divesting from all individual stock holdings, saying that the initial trades were made by an advisor
Multiple members of Congress have now begun divesting from individual stocks this year, after reports from Quiver.
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This has been starting to happen:
April 17th: We report on stock trades by Representative Bruce Westerman in oil and gas companies he oversees
April 26th: Westerman starts divesting from all individual stock holdings, saying that the initial trades were made by an advisor
Multiple members of Congress have now begun divesting from individual stocks this year, after reports from Quiver.
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Wall St Engine
TRUMP: WHEN BESSENT GOES ON TV, EVERYTHING GOES UP; BESSENT UNDERSTANDS THE MARKET https://t.co/WkeUEU871V
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TRUMP: WHEN BESSENT GOES ON TV, EVERYTHING GOES UP; BESSENT UNDERSTANDS THE MARKET https://t.co/WkeUEU871V
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Quiver Quantitative
Senator Josh Hawley:
"Allstate's CEO is cashing in $26 MILLION a year—but the company can't 'afford' to pay out their customers' claims" https://t.co/aPyEvJydKy
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Senator Josh Hawley:
"Allstate's CEO is cashing in $26 MILLION a year—but the company can't 'afford' to pay out their customers' claims" https://t.co/aPyEvJydKy
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Wall St Engine
Lockheed Martin $LMT says it now expects the F-35 Lot 19 contract to be awarded sooner than previously guided, potentially ahead of the second half of the year. CFO Evan Scott also noted Lots 18 and 19 may be combined into a single contract. The F-35 program has faced delays tied to tech upgrades.
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Lockheed Martin $LMT says it now expects the F-35 Lot 19 contract to be awarded sooner than previously guided, potentially ahead of the second half of the year. CFO Evan Scott also noted Lots 18 and 19 may be combined into a single contract. The F-35 program has faced delays tied to tech upgrades.
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Wall St Engine
Warren Buffett, now 94, says there was no big moment behind stepping down—just the steady realization that Greg Abel was operating at a different pace. “The difference in energy level… became more and more dramatic,” he told the WSJ. “It was unfair, really, not to put Greg in the job.”
Buffett added, “I didn’t really start getting old… until I was about 90. But when you start getting old, it’s irreversible.” He said he never saw himself as CEO for life—just until someone else could do the job better. “And it surprised me how long it went.”
Even with the title change, Buffett isn’t disappearing. “I’m not going to sit at home and watch soap operas,” he joked. “My interests are still the same.” And in markets? “I don’t get fearful when things go down in price… that really isn’t a function of age.”
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Warren Buffett, now 94, says there was no big moment behind stepping down—just the steady realization that Greg Abel was operating at a different pace. “The difference in energy level… became more and more dramatic,” he told the WSJ. “It was unfair, really, not to put Greg in the job.”
Buffett added, “I didn’t really start getting old… until I was about 90. But when you start getting old, it’s irreversible.” He said he never saw himself as CEO for life—just until someone else could do the job better. “And it surprised me how long it went.”
Even with the title change, Buffett isn’t disappearing. “I’m not going to sit at home and watch soap operas,” he joked. “My interests are still the same.” And in markets? “I don’t get fearful when things go down in price… that really isn’t a function of age.”
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Wall St Engine
RAY DALIO’S BRIDGEWATER Q1 PORTFOLIO IS OUT:
LARGEST BUYS WERE ALIBABA $BABA, GOLD, BAIDU $BIDU, BOOKING $BKNG, AND PALO ALTO NETWORKS $PANW https://t.co/iYfuZ7G0Iq
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RAY DALIO’S BRIDGEWATER Q1 PORTFOLIO IS OUT:
LARGEST BUYS WERE ALIBABA $BABA, GOLD, BAIDU $BIDU, BOOKING $BKNG, AND PALO ALTO NETWORKS $PANW https://t.co/iYfuZ7G0Iq
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Wall St Engine
S&P 500 Closing Bell Heatmap (May 14, 2025)
$SPY +0.12% 🟩
$QQQ +0.60% 🟩
$DJI -0.21% 🟥
$IWM -0.87% 🟥
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S&P 500 Closing Bell Heatmap (May 14, 2025)
$SPY +0.12% 🟩
$QQQ +0.60% 🟩
$DJI -0.21% 🟥
$IWM -0.87% 🟥
S&P 500 Opening Bell Heatmap (May 14, 2025)
$SPY +0.18% 🟩
$QQQ +0.28% 🟩
$DJI +0.16% 🟩
$IWM -0.35% 🟥 tweet
Wall St Engine
Truist on FDA Ruling – Key Read-Through for Wegovy/Ozempic
Bottom Line: Court ruled in favor of FDA in the Mounjaro/Zepbound shortage case, reinforcing FDA's authority and methods—offering potential implications for Wegovy/Ozempic.
Key Takeaways:
FDA Projections Upheld: Court backed FDA’s forward-looking supply projections as reasonable.
Nationwide Scope Validated: Local shipping delays don’t equal national shortages; FDA’s nationwide view was upheld.
Demand Assessment Supported: FDA was right to exclude compounded drug demand from past usage analysis.
Lilly Coordination Accepted: FDA’s collaboration with Lilly was not improper, as Lilly held the necessary data.
Implication: Court deference to FDA’s approach could support similar decisions regarding GLP-1 drugs like Wegovy and Ozempic.
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Truist on FDA Ruling – Key Read-Through for Wegovy/Ozempic
Bottom Line: Court ruled in favor of FDA in the Mounjaro/Zepbound shortage case, reinforcing FDA's authority and methods—offering potential implications for Wegovy/Ozempic.
Key Takeaways:
FDA Projections Upheld: Court backed FDA’s forward-looking supply projections as reasonable.
Nationwide Scope Validated: Local shipping delays don’t equal national shortages; FDA’s nationwide view was upheld.
Demand Assessment Supported: FDA was right to exclude compounded drug demand from past usage analysis.
Lilly Coordination Accepted: FDA’s collaboration with Lilly was not improper, as Lilly held the necessary data.
Implication: Court deference to FDA’s approach could support similar decisions regarding GLP-1 drugs like Wegovy and Ozempic.
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