⁠App Economy Insights
$PLTR Palantir Q1 FY25:

• Customers +39% Y/Y to 769.
• Net dollar retention 124% (+13pp Y/Y).
• Revenue +39% Y/Y to $884M ($22M beat).
• Non-GAAP EPS $0.13 (in-line).

FY25 guidance:
• Revenue +36% Y/Y to ~$3.9B ($147M raise).
• Adj. operating margin 44% (+5pp Y/Y). https://t.co/u46vCAgoW1
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⁠Wall St Engine
TRUMP SAYS HE'LL HAVE AN ANNOUNCEMENT NEXT WEEK RELATED TO THE COSTS OF MEDICINES
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⁠Wall St Engine
RT @Stocktwits: 🚨 LIVE - Palantir Q1 Earnings $PLTR https://t.co/R9hjBgq52f
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⁠Wall St Engine
TRUMP SIGNS ORDERS TO BOOST U.S. DRUG MANUFACTURING, LIMIT PATHOGEN RESEARCH

Trump signed a series of health-focused executive orders Monday, directing the FDA and EPA to speed up domestic drug facility approvals and crack down on foreign pharmaceutical plants. The orders aim to reduce U.S. reliance on overseas drug production. He also moved to cut federal funding for gain-of-function research, linking it to pandemic risks. A separate move on drug pricing is expected next week.
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⁠Wall St Engine
TRUMP BLOCKS HARVARD FROM NEW RESEARCH GRANTS: OFFICIAL
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⁠Dimitry Nakhla | Babylon Capital®
“There are 60,000 economists in the US, many of them employed full-time, trying to forecast recessions and interest rates. If they could do it successfully twice in a row, they’d all be millionaires by now. As far as I know, most of them are still gainfully employed, which ought to tell us something”

— Peter Lynch 🗣️
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⁠Wall St Engine
Today's Key Events (All EST) — 05/06/2025

08:30: US Trade Balance
08:55: US Redbook YoY
12:00: Trump Meets with Carney (Tentative)
13:00: US 10-Year Note Auction

Before Open 👇
B.O: Celsius Holdings $CELH
6:35: Ferrari N.V. $RACE
6:55: Constellation Energy Group, Inc. $CEG
7:00: Datadog, Inc. $DDOG
7:00: Zoetis Inc. $ZTS
7:00: DigitalOcean $DOCN
7:00: EVgo Inc. $EVGO
7:30: Archer-Daniels-Midland Co. $ADM
6:00: Leidos Holdings Inc. $LDOS
B.O:: Lemonade, Inc. $LMND
B.O: $DASH

After Hours 👇
16:00: Electronic Arts Inc. $EA
16:00: Redfin Corporation $RDFN
16:00: Revolve Group LLC $RVLV
16:05: Rivian Automotive, Inc. $RIVN
16:05: Arista Networks, Inc. $ANET
16:05: Upstart Holdings, Inc. $UPST
16:05: Lucid Group $LCID
16:05: Astera Labs $ALAB
16:05: Coupang, Inc. $CPNG
16:15: Advanced Micro Devices, Inc. $AMD
16:15: Energy Transfer LP $ET
16:15: Powell Industries Inc. $POWL
16:05: Tempus AI, Inc. $TEM
16:00: Wynn Resorts Ltd. $WYNN
After Close: Supermicro $SMCI
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⁠Wall St Engine
CONTINENTAL POSTS STRONGEST Q1 EARNINGS SINCE 2021

Continentall, one of Europe’s top auto suppliers, reported €586M in adjusted EBIT for Q1, more than doubling last year’s result and beating estimates. Cost cuts and a rebound in tire sales helped offset weak EV demand and China headwinds. Sales came in at €9.7B, with full-year guidance left unchanged.
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⁠Wall St Engine
ASSOCIATED BRITISH FOODS IN TALKS WITH ENDLESS ON POSSIBLE DEAL
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⁠Wall St Engine
$DASH TO ACQUIRE DELIVEROO IN $3.9B DEAL

DoorDash is buying UK-based Deliveroo for 180 pence/share in cash, valuing the deal at £2.9B ($3.9B). The move gives DoorDash a foothold in 10 new markets and brings its combined order volume with Deliveroo to about $90B last year. https://t.co/tzUG8DQLLF
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⁠Wall St Engine
PHILIPS LOWERS PROFIT OUTLOOK ON $340M TARIFF HIT

Dutch med-tech giant Philips cut its full-year margin guidance to 10.8–11.3%, down 100bps, as U.S.-China trade tensions are expected to cost up to €300M. Q1 sales dipped 2%, mainly on weak China demand, but EBITA beat at €354M. Philips plans to localize more U.S. production to offset the hit.
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⁠Wall St Engine
PwC is cutting about 1,500 jobs in the U.S., or roughly 2% of its workforce, citing unusually low attrition in recent years. The Big Four accounting firm employs over 75,000 people in the country and says the decision was made after careful consideration.
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⁠Wall St Engine
OpenAI is set to buy Windsurf — the AI coding assistant formerly known as Codeium — for around $3 billion, marking its largest acquisition to date. https://t.co/EZhUqOcPJi
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⁠Wall St Engine
CBO says Trump’s “Golden Dome” missile defense plan could cost up to $542 billion over 20 years. The system would rely on space-based interceptors, a still-unproven tech, and faces higher costs due to growing ICBM threats from North Korea, China, and Russia.

Source: Bloomberg
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⁠Wall St Engine
Microsoft $MSFT is upping its carbon removal agreement with Sweden’s Stockholm Exergi to 5.08 million tons over 10 years, up 50% from the prior deal. The $1.3B plant will use BECCS tech to capture CO₂ and store it under the North Sea via Northern Lights.
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⁠Wall St Engine
CHINA FOREIGN MINISTRY:

AS AGREED BY BOTH SIDES, CHINA 🇨🇳 AND THE EUROPEAN 🇪🇺 PARLIAMENT HAVE DECIDED TO COMPLETELY LIFT RESTRICTIONS ON MUTUAL EXCHANGES AT THE SAME TIME
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⁠Wall St Engine
WeRide $WRD and $UBER are expanding their autonomous driving partnership to 15 more cities over the next five years, building on launches in Abu Dhabi and Dubai. Uber will manage fleet ops while WeRide’s Robotaxis roll out globally through the Uber app. https://t.co/LIhX3mQUoY
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