⁠App Economy Insights
Berkshire's stock portfolio Q1 2025:

$AAPL unchanged (now 26% allocation).
$BAC trimmed, now behind $AXP & $KO.
$STZ increased to 0.9% of the portfolio. https://t.co/nr4hVNA5yc
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⁠Wall St Engine
BOEING $BA NEAR DEAL TO AVOID PROSECUTION IN CRASHES CASE: REUTERS
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⁠Quiver Quantitative
BREAKING: Representative Chip Roy has said that he's not voting for the GOP budget in its current form.

"We are supposed to do something to actually result in balanced budgets" https://t.co/52zguKYIZD
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⁠Wall St Engine
OpenAI just dropped a new AI coding agent called Codex inside ChatGPT. It's available now for Pro, Team, and Enterprise users. Codex can debug, test, and suggest code changes on its own in a secure sandbox—no internet access. Think of it as your AI "coworker" for
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⁠Quiver Quantitative
BREAKING: The House Budget Committee has voted down "the one big beautiful bill".

Vote was 16-21.

This comes just hours after Trump said that Republicans must unite behind it.
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⁠Wall St Engine
TRUMP TAX BILL FAILS IN HOUSE PANEL AS GOP SPLITS ON COST; HARDLINE CONSERVATIVES OPPOSE BILL, SEEKING MORE MEDICAID CUTS
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⁠Wall St Engine
FED SAID TO SHRINK WORKFORCE ABOUT 10% OVER NEXT SEVERAL YEARS; FED TO OFFER DEFERRED RESIGNATION TO SOME WORKERS
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @KobeissiLetter $UNH could have potentially already bottomed at $250 (assuming the recent allegations prove false)

@meeijer I am not buying $UNH however, in a conversation with one of my friends last night I did mention that $UNH becomes an interesting trade if it gets to $250

$UNH bounced +5% off the $250 level as I suggested 👍🏽

At some point I may consider it, yet $TMO & $NVO > $UNH https://t.co/VyDXIc1g9u - Dimitry Nakhla | Babylon Capital®
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⁠Wall St Engine
Eligible $LYFT drivers can now get $1,000 in Tesla Credits when purchasing a new Tesla, plus another $1,000 from Lyft after completing 100 trips by July 13, 2025. Credits can be used for Supercharging, vehicle upgrades, service, and more. https://t.co/TwrsNFLB5y
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⁠Wall St Engine
FDA CLEARS FIRST BLOOD TEST FOR ALZHEIMER’S

The Lumipulse G pTau217/β-Amyloid 1-42 Plasma Ratio is the first blood test cleared in the U.S. to help diagnose Alzheimer’s—offering a less invasive, more accessible option than PET scans or spinal taps.
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⁠Wall St Engine
UBS MULLS COMPENSATING CLIENTS FOR FX DERIVATIVES LOSSES: RTRS
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⁠Wall St Engine
RT @wallstengine: If you’ve been enjoying my free posts here on X, you’ll definitely want to check out my free weekly newsletter that I send every Sunday Morning.

Subscribe here (takes< 5 seconds):
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⁠Investing visuals
$QQQ top performers in 2025. https://t.co/r7gvf8KjzK
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⁠Wall St Engine
US AND EU BREAK IMPASSE TO ENABLE TARIFF TALKS - FT

The U.S. and European Union have finally made some headway in trade talks, moving past a long-standing deadlock that had left the EU sidelined in negotiations with Donald Trump’s administration.

According to four sources close to the situation and an EU briefing note reviewed by the Financial Times, the two sides recently exchanged negotiating documents for the first time. These outline key areas for discussion, including tariffs, digital trade, and investment opportunities.
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⁠Wall St Engine
$NVDA, $CSCO, OPENAI BACK UAE STARGATE AI CENTER - CNBC

Nvidia, Cisco, and OpenAI are throwing support behind the new "UAE Stargate" data center project just announced by the Trump administration. The center will be built in Abu Dhabi by Emirati firm G42, with Nvidia set to provide its latest Blackwell GB300 systems.
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