⁠Wall St Engine
USTR GREER:

CHINA SLOW ON REMOVING SOME TARIFFS COUNTERMEASURES; HAVEN'T SEEN EXPECTED FLOW OF CHINA CRITICAL MINERALS

CAN EXPAND SECTION 301 TARIFFS ACTIONS AS NEEDED

WHEN IT COMES TO THE TRADE DEFICIT, CHINA'S THE BIGGEST PROBLEM, BUT THE EU IS RIGHT BEHIND THEM
tweet

⁠Wall St Engine
US GOODS IMPORTS FALL 19.8% M/M, BIGGEST DROP ON RECORD
tweet

⁠Wall St Engine
CANADA 🇨🇦 ECONOMY EXPANDS 2.2% ANNUALIZED IN 1Q, BEATS 1.7% EST.
tweet

⁠Wall St Engine
April U.S. PCE Inflation Data 👇

PCE 2.1% YoY, (Est. 2.2%)
PCE 0.1% MoM, (Est. 0.1%)

CORE PCE 2.5% YoY, (Est. 2.5%)
CORE PCE 0.1% MoM, (Est. 0.1%)

PERSONAL SPENDING +0.2%, (Est. 0.2%)
PERSONAL INCOME +0.8%, (Est. 0.3%)
tweet

⁠Wall St Engine
Jefferies Upgrades $U to Buy from Hold, Raises PT to $29 from $22

Analyst comments: "We are upgrading Unity based on the view the improved Vector ad model can drive accelerating revenue growth in FY26 and beyond. While early, the green shoots we're seeing from Vector, upcoming feature upgrades, and new management give us confidence in at least high-single-digit percent revenue growth in FY26. With high incremental EBITDA margins in the Grow business, we believe the risk-reward is favorable as we see potential for significant EBITDA upside. Raising estimates 6% and our price target to $29 (from $22)."

Analyst: Brent Thill
tweet

⁠Wall St Engine
Hope is not a risk management strategy
tweet

⁠Wall St Engine
US CANCELS 24 PROJECTS RELATED TO CLEAN ENERGY
tweet

⁠Wall St Engine
Pfizer's $PFE BRAFTOVI combo (with cetuximab + mFOLFOX6) cut the risk of death by 51% and slowed disease progression by 47% in patients with BRAF V600E-mutant metastatic colorectal cancer. Median survival hit 30.3 months, double the 15.1 months seen with standard chemo.
tweet

⁠Investing visuals
$NVDA vs $AMD now that both have reported Q1 earnings: https://t.co/G5K0H30Mey
tweet

⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 30, 2025)

$SPY -0.30% 🟥
$QQQ -0.23% 🟥
$DJI -0.22% 🟥
$IWM -0.72% 🟥 https://t.co/ZuXyqJ4kx2
tweet

⁠Dimitry Nakhla | Babylon Capital®
Novo Nordisk stock still trades near its lowest valuation in the last decade $NVO 🧬

CAGR potential assuming $5.23 2027E & $69.50 buy price:

22x P/E: $115.06💵 | ~23% CAGR

21x P/E: $109.83💵 | ~21% CAGR

20x P/E: $104.60💵 | ~19% CAGR

19x P/E: $99.37💵 | ~17% CAGR https://t.co/ThyN86FR5i
tweet

⁠Wall St Engine
UMICH FINAL MAY CONSUMER SENTIMENT UNCHANGED AT 52.2; EST 51.5

5-10 YR INFLATION EXPECTATIONS AT 4.2%, PRELIM. 4.6%

MAY 1-YR EXPECTED INFLATION AT 6.6% VS PRELIM. 7.3%
tweet

⁠Wall St Engine
SUPREME COURT LETS TRUMP STRIP 500,000 MIGRANTS OF LEGAL STATUS
tweet

⁠App Economy Insights
$NVDA NVIDIA just posted $44B in revenue.

But China’s off the table:
💥 $4.5B inventory write-down.
📉 $8.0B revenue hit next quarter.

Full breakdown. 📊👇
https://t.co/xxlRhNzrWV
tweet

⁠Wall St Engine
US ATLANTA FED GDPNOW Q2: 3.8% (PREV 2.2%) https://t.co/wK7eMSxpkO
tweet