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Wall St Engine
Hope you've been enjoying the weekly free newsletter—it’s only gonna get better, more informative, and more useful. We’re building real momentum, and I’ve got a ton of ideas to take it to the next level.
Make sure to subscribe here 👇
https://t.co/r4fRD5qaV4
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Hope you've been enjoying the weekly free newsletter—it’s only gonna get better, more informative, and more useful. We’re building real momentum, and I’ve got a ton of ideas to take it to the next level.
Make sure to subscribe here 👇
https://t.co/r4fRD5qaV4
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Amazon $AMZN Reports a Strong Q1 🎯
✅ Rev: $155.67B vs $155.03B (est) | +9% YoY
✅ EPS: $1.59 vs $1.36 (est) | +62% YoY
☁️ AWS net sales $29.27B, +17% YoY
💵 Ads net sales $13.92B, + 18% YoY https://t.co/JzIqoRKRAN
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RT @DimitryNakhla: Amazon $AMZN Reports a Strong Q1 🎯
✅ Rev: $155.67B vs $155.03B (est) | +9% YoY
✅ EPS: $1.59 vs $1.36 (est) | +62% YoY
☁️ AWS net sales $29.27B, +17% YoY
💵 Ads net sales $13.92B, + 18% YoY https://t.co/JzIqoRKRAN
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Offshore
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Wall St Engine
New Fed data shows 76% of manufacturers and nearly half of service firms plan to pass tariff-related cost increases straight to customers. With only a small share shifting suppliers or reshoring, most firms are choosing the path that fuels inflation
-Torsten Slok https://t.co/DGFhycS9WJ
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New Fed data shows 76% of manufacturers and nearly half of service firms plan to pass tariff-related cost increases straight to customers. With only a small share shifting suppliers or reshoring, most firms are choosing the path that fuels inflation
-Torsten Slok https://t.co/DGFhycS9WJ
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App Economy Insights
Cloud market share — Q1 2025:
🟠 AWS 29%.
🔵 Azure 22%.
🔴 Google Cloud 12%.
Microsoft gained a point.
The gap is narrowing. https://t.co/UsDL6DMpOa
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Cloud market share — Q1 2025:
🟠 AWS 29%.
🔵 Azure 22%.
🔴 Google Cloud 12%.
Microsoft gained a point.
The gap is narrowing. https://t.co/UsDL6DMpOa
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Wall St Engine
CITI CEO WARNS ON TARIFF IMPACT
Citigroup $C CEO Jane Fraser says most clients can absorb 10% tariffs, but anything higher—like 25%—could cause real strain.
Speaking at the Milken Conference, she said many companies are stuck in “limbo,” holding off on investment and hiring until there's more clarity. That wait-and-see mindset could start dragging on demand and the broader economy.
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CITI CEO WARNS ON TARIFF IMPACT
Citigroup $C CEO Jane Fraser says most clients can absorb 10% tariffs, but anything higher—like 25%—could cause real strain.
Speaking at the Milken Conference, she said many companies are stuck in “limbo,” holding off on investment and hiring until there's more clarity. That wait-and-see mindset could start dragging on demand and the broader economy.
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Wall St Engine
Amazon $AMZN is overhauling its compensation model to favor employees who deliver over time. Those rated “Top Tier” for four straight years can now earn up to 110% of their pay band, a jump from the previous 100% cap. Meanwhile, first-time Top Tier performers will see reduced payouts at 70%, down from 80%.
The update aligns Amazon with other Big Tech firms tightening pay policies and linking comp more closely to sustained performance. Stock awards remain a big part of pay, but employees can still opt for a 25% cash alternative under a pilot program.
Source: Business Insider
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Amazon $AMZN is overhauling its compensation model to favor employees who deliver over time. Those rated “Top Tier” for four straight years can now earn up to 110% of their pay band, a jump from the previous 100% cap. Meanwhile, first-time Top Tier performers will see reduced payouts at 70%, down from 80%.
The update aligns Amazon with other Big Tech firms tightening pay policies and linking comp more closely to sustained performance. Stock awards remain a big part of pay, but employees can still opt for a 25% cash alternative under a pilot program.
Source: Business Insider
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Wall St Engine
RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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RT @wallstengine: Polymarket odds for Fed moves:
May: 99% chance of no change
June: 63% chance of no change
July: 45% chance of no change https://t.co/kYGYOdQ1ZS
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Hidden Value Gems
RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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RT @HiddenValueGems: If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterday’s news?
- Yes
- No
- Haven’t decided yet
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