⁠Wall St Engine
Elon Musk says $TSLA's robotaxi service launching in Austin next month will hit the road with no safety driver up front. Nobody will be in the driver’s seat. He also added that Tesla’s robotaxis will be “all over the place” in five years.
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⁠Dimitry Nakhla | Babylon Capital®
RT @NavalQuotes247: "You get paid for being right first, and to be first, you can’t wait for consensus."

@naval
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⁠Wall St Engine
Here’s everything that got announced at Google I/O 2025 https://t.co/ieWitFxLbP
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⁠Investing visuals
Which company should I cover in the next visual breakdown?
- $TSLA
- $NVDA
- $AMZN
- $GOOGL
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⁠App Economy Insights
🔎 Google Search is becoming a chatbot.

AI Mode is now rolling out to all US users.

• Powered by Gemini 2.5
• Compares prices, books tickets
• Pulls data from Gmail (optional)
• Deep Search & web tasks coming soon https://t.co/H8xErEHHtd
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “The stock market is designed to transfer money from the active to the patient.”

— Warren Buffett 🗣️

As an investor, patience isn’t just a virtue; it’s also your edge in building lasting wealth.
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⁠Wall St Engine
TRUMP: WE MUST MAINTAIN OUR STATUS AS THE WORLDWIDE LEADER IN WIFI, 5G, AND 6G; WILL FREE UP SPECTRUM FOR AUCTION https://t.co/1SuGUjmFBv
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⁠Wall St Engine
S&P 500 Closing Bell Heatmap (May 20, 2025)

$SPY -0.34% 🟥
$QQQ -0.33% 🟥
$DJI -0.27% 🟥
$IWM +0.07% 🟩

S&P 500 Opening Bell Heatmap (May 20, 2025)

$SPY -0.29% 🟥
$QQQ -0.45% 🟥
$DJI -0.16% 🟥
$IWM -0.27% 🟥 - Wall St Engine
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⁠Wall St Engine
TAKE-TWO INTERACTIVE $TTWO ANNOUNCES PROPOSED $1B PUBLIC OFFERING OF COMMON STOCK
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⁠Wall St Engine
$PANW | Palo Alto Networks Q3 Earnings Highlights

🔹 Revenue: $2.29B (Est. $2.277B) 🟢; UP +15% YoY
🔹 Pretax Profit: $310.5M (Est. $698.2M) 🔴
🔹 Next-Gen Security ARR: $5.1B; UP +34% YoY
🔹 Remaining Performance Obligation (RPO): $13.5B; UP +19% YoY

Q4'25 Guidance:
🔹 Revenue: $2.49B–$2.51B (Est. $2.5B) 😐; UP +14%–15% YoY
🔹 Adj EPS: $0.87–$0.89 (Est. $0.87) 😐
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY

FY25 Guidance (Updated):
🔹 Revenue: $9.17B–$9.19B (Est. $9.14B–$9.19B) 🟢; UP +14% YoY
🔹 Adj EPS: $3.26–$3.28 (Est. $3.23) 🟢
🔹 Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY
🔹 RPO: $15.2B–$15.3B; UP +19%–20% YoY
🔹 Adjusted Operating Margin: 28.2%–28.5%
🔹 Adjusted Free Cash Flow Margin: 37.5%–38.0%

CEO Nikesh Arora's Commentary:
🔸 "In Q3, we continued to make progress on our platformization strategy and achieved an important milestone in crossing $5 billion in Next-Gen Security ARR. Our scale and platform breadth make us a leading consolidator of choice in cybersecurity."

CFO Dipak Golechha's Commentary:
🔸 "We again delivered strong top-line results within our profitable growth framework, as we continue to see our business scale well across the P&L. We look forward to executing against our targets as we close fiscal year 2025."
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⁠Wall St Engine
TRUMP: BILL IN CONGRESS WILL INCLUDE $25 BLN FOR GOLDEN DOME; EVERYTHING IN GOLDEN DOME WILL BE MADE IN USA
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⁠Wall St Engine
ELON MUSK: THERE IS NO NEED FOR TESLA TO BUY $UBER
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⁠Wall St Engine
SENATOR BANKS SAYS L3HARRIS $LHX WILL WORK ON 'GOLDEN DOME'
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⁠Wall St Engine
ELON MUSK: EXPECTS TO BUY 'A LOT' OF NEXT-GENERATION GPUS FROM $NVDA, $AMD; “NVIDIA IS STILL BETTER THAN WHAT WE MAKE”
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⁠Wall St Engine
ELON MUSK:

DOESN'T CURRENTLY HAVE PLANS TO MERGE TESLA, XAI

MERGING TESLA AND XAI NOT OUT OF THE QUESTION, WOULD NEED SHAREHOLDER APPROVAL
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⁠Wall St Engine
ELON MUSK: PLANS TO BE AT THE WHITE HOUSE COUPLE OF DAYS EVERY FEW WEEKS
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