⁠Wall St Engine
DEERE $DE: GLOBAL UNCERTAINTY CONTINUES TO WEIGH ON CUSTOMER SENTIMENT
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⁠Wall St Engine
EU'S SEFCOVIC SAYS HE, US'S LUTNICK AGREED TO ACCELERATE TALKS - BBG
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⁠Wall St Engine
TRUMP’S RUSH FOR AI DEALS IN GULF OPENS RIFT WITH CHINA HAWKS; SOME TRUMP OFFICIALS WANT TO SLOW $NVDA, $AMD SALES TO MIDEAST
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⁠Quiver Quantitative
BREAKING: Representative Josh Gottheimer just filed a purchase of Raytheon stock, $RTX.

Gottheimer sits on the House Intelligence Committee.

This is the first time we have seen him buy Raytheon.

Full trade list up on Quiver. https://t.co/yiLVL9OSCn
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⁠App Economy Insights
$BABA Alibaba Q4 FY25 (ending March):

• Revenue +7% Y/Y to $32.6B ($0.7B miss).
• Operating margin 12% (+5pp Y/Y).
• Free cash flow margin 2% (-5pp Y/Y).
• Non-GAAP EPADS $1.73 ($0.05 miss). https://t.co/xOILQI5vaX
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⁠Wall St Engine
MEXICO 🇲🇽 PRESIDENT CALLS U.S. REPUBLICANS' PROPOSAL TO TAX REMITTANCES 'UNACCEPTABLE'
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⁠Wall St Engine
US homebuilder sentiment dropped to 34 in May, the lowest since 2023. “Persistent elevated interest rates, policy uncertainty and material costs hurt builder sentiment,” said NAHB Chair Buddy Hughes.
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⁠Wall St Engine
TRUMP TARGETS BILLIONS IN ENERGY GRANTS FOR NEW ROUND OF AUDITS
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⁠App Economy Insights
$WMT Walmart Q1 FY26 (ending in April):

• Revenue +3% Y/Y to $165.6B ($1.2B beat).
• Non-GAAP EPS $0.61 ($0.03 beat).
• Walmart US comp sales +4.5%.
• E-commerce +22% Y/Y.
• Advertising +50% Y/Y.

FY26 Guidance:
• Net sales +3% to 4% Y/Y (unchanged). https://t.co/DbqUfGd3w8
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⁠Quiver Quantitative
JUST IN: Representative Thomas Kean Jr. just filed a purchase of nVent Electrict stock, $NVT.

Kean sits on the House Committee on Energy & Commerce. https://t.co/tOUPjtxaDD
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⁠Wall St Engine
COREWEAVE $CRWV SIGNED UP TO $4B ADDITIONAL DEAL WITH OPENAI
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⁠Hidden Value Gems
My latest post on the current markets, Berkshire, Airbnb and a few UK small caps.

Enjoy! 😀 https://t.co/pAcmmSxCqr
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⁠Wall St Engine
UnitedHealth $UNH was the top weight in the Dow just a month ago—now it’s slipped to No. 7 at 4.5% after falling 60% over 22 trading days. Shares dropped another 20% today following a WSJ report that DOJ has opened a criminal probe into the company. https://t.co/GgLHzlRWF2
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⁠Wall St Engine
SALESFORCE $CRM TO ACQUIRE AI AGENTS STARTUP CONVERGENCE – INFORMATION
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