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The All-In Podcast
more coming soon ;)
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more coming soon ;)
When was the last time you saw a government this transparent? https://t.co/7UlQjVC93o tweet
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Hidden Value Gems
ValueX by @GSpier will be livestreamed later today 👉 🔗
https://t.co/Pd65nYFBXn
If you know any other live broadcasts from Omaha please share.
#BRK #Omaha2025
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ValueX by @GSpier will be livestreamed later today 👉 🔗
https://t.co/Pd65nYFBXn
If you know any other live broadcasts from Omaha please share.
#BRK #Omaha2025
Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles 😄
Enjoy it if you are there!
Planning to visit it next year!
#BRK https://t.co/O8kCSJhNJA tweet
Wall St Engine
AIRBNB $ABNB EXEC: “We are seeing the higher income traveler somewhat unimpacted by the current macro conditions. We see, in particular, the higher ADRs of our bookings, the growth is very stable and very healthy.”
“In the longer lead times, and in particular, those bookings that are for more than, say, a month out, that is where we’re seeing the relative softness... we do have some U.S. consumers that are waiting and seeing before they book their summer travel.”
“We haven’t particularly seen consumers trade down in terms of choosing a lower ADR booking or a shorter trip. That has not been any behavior that we've seen.”
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AIRBNB $ABNB EXEC: “We are seeing the higher income traveler somewhat unimpacted by the current macro conditions. We see, in particular, the higher ADRs of our bookings, the growth is very stable and very healthy.”
“In the longer lead times, and in particular, those bookings that are for more than, say, a month out, that is where we’re seeing the relative softness... we do have some U.S. consumers that are waiting and seeing before they book their summer travel.”
“We haven’t particularly seen consumers trade down in terms of choosing a lower ADR booking or a shorter trip. That has not been any behavior that we've seen.”
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Wall St Engine
AMAZON $AMZN CEO ON TARIFFS:
"Obviously, none of us knows exactly where tariffs will settle or when. We haven’t seen any attenuation of demand yet."
"To some extent, we’ve seen some heightened buying in certain categories that may indicate stocking up in advance of any potential tariff impact."
"We also have not seen the average selling price of retail items appreciably go up yet. Some of this reflects some forward buying we did in our first-party selling, and some of that reflects some advanced inbounding our third-party sellers have done. But a fair amount of this is that most sellers just haven’t changed pricing yet."
"Again, this could change depending on where tariffs settle."
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AMAZON $AMZN CEO ON TARIFFS:
"Obviously, none of us knows exactly where tariffs will settle or when. We haven’t seen any attenuation of demand yet."
"To some extent, we’ve seen some heightened buying in certain categories that may indicate stocking up in advance of any potential tariff impact."
"We also have not seen the average selling price of retail items appreciably go up yet. Some of this reflects some forward buying we did in our first-party selling, and some of that reflects some advanced inbounding our third-party sellers have done. But a fair amount of this is that most sellers just haven’t changed pricing yet."
"Again, this could change depending on where tariffs settle."
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Wall St Engine
$AAPL sees ~$900M Q3 tariff hit, says full impact unclear. Guides June rev up low-mid single digits YoY; Gross Margin seen at 45.5%-46.5% vs 46.7% est.
Apple now expects most U.S.-sold iPhones to be made in India, with iPads, Macs, Watches, and AirPods shifting to Vietnam. https://t.co/7N02B1q3rM
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$AAPL sees ~$900M Q3 tariff hit, says full impact unclear. Guides June rev up low-mid single digits YoY; Gross Margin seen at 45.5%-46.5% vs 46.7% est.
Apple now expects most U.S.-sold iPhones to be made in India, with iPads, Macs, Watches, and AirPods shifting to Vietnam. https://t.co/7N02B1q3rM
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Wall St Engine
Amazon $AMZN CEO Andy Jassy: “Our AI business is now a multi-billion dollar run-rate, growing triple digits YoY. As fast as we add capacity, it’s being consumed. Demand is outpacing supply—we simply can’t build AI fast enough.” https://t.co/eLYtQaA87A
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Amazon $AMZN CEO Andy Jassy: “Our AI business is now a multi-billion dollar run-rate, growing triple digits YoY. As fast as we add capacity, it’s being consumed. Demand is outpacing supply—we simply can’t build AI fast enough.” https://t.co/eLYtQaA87A
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Wall St Engine
Forget earnings or macro. We’re now predicting how many times Elon tweets by May 2. We’ve officially hit peak capitalism, lol 😂 https://t.co/HTllYa5hn7
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Forget earnings or macro. We’re now predicting how many times Elon tweets by May 2. We’ve officially hit peak capitalism, lol 😂 https://t.co/HTllYa5hn7
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Wall St Engine
Today's Key Events (All EST) — 05/02/2025
08:30: US Unemployment Rate (Est. 4.2%)
08:30: US Nonfarm Payrolls (Est. 138K)
08:30: US Average Earnings YoY
10:00: US Factory Orders MoM
10:00: US Durable Goods Revised
Before Open 👇
02:00: Shell $SHEL
05:00: Magna International $MGA
06:00: Cigna $CI
06:00: DuPont $DD
06:15: Chevron $CVX
06:30: Exxon Mobil $XOM
06:30: Eaton $ETN
06:30: Apollo Global Management $APO
06:30: Westlake Chemical $WLK
06:30: Cinemark $CNK
06:30: Westlake Partners $WLKP
06:55: Brookfield Renewable $BEP
07:00: Wendy's $WEN
07:00: T. Rowe Price $TROW
07:30: Cboe Global Markets $CBOE
08:00: Piper Sandler $PIPR
08:30: Franklin Resources $BEN
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Today's Key Events (All EST) — 05/02/2025
08:30: US Unemployment Rate (Est. 4.2%)
08:30: US Nonfarm Payrolls (Est. 138K)
08:30: US Average Earnings YoY
10:00: US Factory Orders MoM
10:00: US Durable Goods Revised
Before Open 👇
02:00: Shell $SHEL
05:00: Magna International $MGA
06:00: Cigna $CI
06:00: DuPont $DD
06:15: Chevron $CVX
06:30: Exxon Mobil $XOM
06:30: Eaton $ETN
06:30: Apollo Global Management $APO
06:30: Westlake Chemical $WLK
06:30: Cinemark $CNK
06:30: Westlake Partners $WLKP
06:55: Brookfield Renewable $BEP
07:00: Wendy's $WEN
07:00: T. Rowe Price $TROW
07:30: Cboe Global Markets $CBOE
08:00: Piper Sandler $PIPR
08:30: Franklin Resources $BEN
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