⁠The All-In Podcast
RT @TalkinYanks: JASSON DOMINGUEZ WALK OFF BOMB https://t.co/rx5WxFJ5LL
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⁠Wall St Engine
Walmart $WMT is laying off about 1,500 corporate employees as part of a U.S. restructuring aimed at cutting costs and speeding up decision-making, per WSJ. The cuts hit roles in tech, e-commerce fulfillment, and its ad business, Walmart Connect. - WSJ
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⁠Wall St Engine
HOUSE ADVANCES TRUMP'S ‘BIG BEAUTIFUL BILL’

After 22 hours of negotiations, the House Rules Committee cleared Trump's $4T tax and spending bill for a floor vote. It includes SALT cap raised to $40K, Trump tax cut extensions, new Medicaid work rules, and major deficit projections. Vote expected before Memorial Day.
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⁠Wall St Engine
OpenAI plans to start shipping its first AI device—designed with Jony Ive—by late 2026, per CEO Sam Altman via WSJ. Altman told staff the goal is to reach 100M units faster than any new product ever, calling it “the biggest thing we’ve ever done."

It's not a phone or glasses—think a "third device" to sit next to your laptop and phone, fully aware of your environment, designed to reduce screen time.
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⁠Quiver Quantitative
Massie: This bill is a debt bomb https://t.co/5Hg1eK7Acd
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⁠Quiver Quantitative
Is this bullish for $HOOD? https://t.co/fl5t0wFvnt
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⁠Hidden Value Gems
Discount to NAV has still predictive power for listed PEs, according to this study. https://t.co/gjllUvSUoK
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⁠Wall St Engine
Today's Key Events (All EST) — 05/22/2025

All Day: G7 Finance Summit
08:00: Fed's Barkin
08:30: US Initial Jobless Claims
09:45: US S&P PMI Flash
10:00: US Existing Home Sales
11:00: Kansas City Fed Manufacturing
13:00: US 10-Year TIPS Auction
14:00: Fed's Williams

Before Open 👇
06:00: Atour Lifestyle $ATAT
06:30: Advance Auto Parts $AAP
06:45: BJ's Wholesale Club, Inc. $BJ
06:45: CSW Industrials, Inc. $CSWI
06:45: Titan Machinery Inc. $TITN
06:55: Kanzhun Limited $BZ
07:00: Analog Devices, Inc. $ADI
07:00: Lightspeed Commerce Inc. $LSPD
07:10: Thermon Group Holdings, Inc. $THR
08:00: Ralph Lauren Corporation $RL
09:00: Williams-Sonoma, Inc. $WSM

After Hours 👇
04:00: Workday, Inc. $WDAY
04:00: Autodesk, Inc. $ADSK
04:00: Intuit Inc. $INTU
04:00: Ross Stores Inc. $ROST
04:05: Deckers Brands $DECK
04:05: StepStone Group Inc. $STEP
04:05: Cavco Industries Inc. $CVCO
04:05: ePlus, Inc. $PLUS
04:15: Copart Inc. $CPRT
After Close: Fidelity Southern Corp. New $LION
After Close: Corporación América Airports S.A. $CAAP
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⁠Wall St Engine
NORTHVOLT TO STOP PRODUCTION AT END OF JUNE WITHOUT BUYER
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⁠Wall St Engine
Duolingo $DUOL CFO Matt says AI is the key to pushing the app beyond language learning. The company launched 148 new AI-developed courses in April and a beta chess course—all aimed at creating a "human tutor in your pocket." AI features like Lily have also boosted premium subs https://t.co/QDZNMCPsrO
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⁠Wall St Engine
$DUOL CFO: “We’re using AI in ways to create massively more content than we could otherwise create,” The goal is to build a “human tutor in your pocket” for an array of subjects.
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⁠Wall St Engine
Manchester United shares are trading lower after the club lost 1-0 to Tottenham Hotspur in the Europa League final. https://t.co/jZI84lYtv9
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