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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed dozens of new stock purchases.
Haven't had time to take a close look at all of them yet, but one stood out to me right away:
She bought stock in a foreign crude oil shipping company called Frontline, $FRO.
This is the first time we have ever seen a member of Congress trade this stock.
It has risen 20% over the last month.
We'll be keeping an eye on it.
You can see Marjorie Taylor Greene's full trade list on Quiver.
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BREAKING: Marjorie Taylor Greene just disclosed dozens of new stock purchases.
Haven't had time to take a close look at all of them yet, but one stood out to me right away:
She bought stock in a foreign crude oil shipping company called Frontline, $FRO.
This is the first time we have ever seen a member of Congress trade this stock.
It has risen 20% over the last month.
We'll be keeping an eye on it.
You can see Marjorie Taylor Greene's full trade list on Quiver.
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Wall St Engine
$AMZN | Amazon Web Services will invest $4B to build its first cloud infrastructure in Chile, aiming to go live by the second half of 2026.
The site will be AWS's third cloud region in Latin America after Brazil and Mexico. AWS says the region will support high-demand services like generative AI while keeping water usage minimal—just 4% of the year—mostly relying on air cooling.
AWS has matched 100% of its energy use with renewables since 2023. The Chilean cloud market is expected to grow over 20% annually through 2028, reaching $1.9B next year, according to AWS.
(Source: Reuters)
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$AMZN | Amazon Web Services will invest $4B to build its first cloud infrastructure in Chile, aiming to go live by the second half of 2026.
The site will be AWS's third cloud region in Latin America after Brazil and Mexico. AWS says the region will support high-demand services like generative AI while keeping water usage minimal—just 4% of the year—mostly relying on air cooling.
AWS has matched 100% of its energy use with renewables since 2023. The Chilean cloud market is expected to grow over 20% annually through 2028, reaching $1.9B next year, according to AWS.
(Source: Reuters)
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Wall St Engine
$AAPL'S CUE SAYS SAFARI SEARCHES DECLINED FOR THE FIRST TIME IN APRIL — ADMITS HE'S "LOST SLEEP" OVER POTENTIAL HIT TO REVENUE SHARING DEALS.
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$AAPL'S CUE SAYS SAFARI SEARCHES DECLINED FOR THE FIRST TIME IN APRIL — ADMITS HE'S "LOST SLEEP" OVER POTENTIAL HIT TO REVENUE SHARING DEALS.
APPLE'S CUE SAYS THEY'RE EXPLORING ADDING AI SEARCH TO SAFARI — PERPLEXITY AND ANTHROPIC ARE AMONG THE OPTIONS BEING CONSIDERED.
$AAPL $GOOGL tweet
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Offshore
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Investing visuals
Crowd intelligence is a very powerful thing.
Some great examples are the $PLTR, $HIMS and $TSLA communities.
Which stock should have more crowd coverage? https://t.co/YbO4amsMwV
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Crowd intelligence is a very powerful thing.
Some great examples are the $PLTR, $HIMS and $TSLA communities.
Which stock should have more crowd coverage? https://t.co/YbO4amsMwV
tweet
Wall St Engine
ADDING MORE COLOR FROM TODAY’S TESTIMONY IN THE US V $GOOGL TRIAL
Apple’s Eddy Cue, testifying in the U.S. vs. Google antitrust trial, said, “Google is still the best today” when asked why Safari hasn’t switched to Bing. Cue confirmed Apple is exploring AI search options after Safari searches dropped for the first time in 20 years: “It’s because people are using ChatGPT. They’re using Perplexity.” He added Apple has started talks with both, saying, “I certainly would expect that over the coming year that we will add other choices to the search engine choice in the browser.”
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ADDING MORE COLOR FROM TODAY’S TESTIMONY IN THE US V $GOOGL TRIAL
Apple’s Eddy Cue, testifying in the U.S. vs. Google antitrust trial, said, “Google is still the best today” when asked why Safari hasn’t switched to Bing. Cue confirmed Apple is exploring AI search options after Safari searches dropped for the first time in 20 years: “It’s because people are using ChatGPT. They’re using Perplexity.” He added Apple has started talks with both, saying, “I certainly would expect that over the coming year that we will add other choices to the search engine choice in the browser.”
$AAPL'S CUE SAYS SAFARI SEARCHES DECLINED FOR THE FIRST TIME IN APRIL — ADMITS HE'S "LOST SLEEP" OVER POTENTIAL HIT TO REVENUE SHARING DEALS. tweet
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Wall St Engine
BMO Capital Reiterates Outperform on $NFLX, PT $1,200; 'Management mentioned in April 2025 that it is leaning into mainstream, established titles, including GTA'
Analyst comments: "Netflix is rolling out a new global TV experience focused on 1) improved discovery powered by AI for both TV and mobile, 2) a conversational interface to enhance content discovery, and 3) a design revamp featuring a more natural aesthetic. These updates are expected to reduce churn, boost engagement, and support stronger ad monetization. Netflix's UI innovations and ad stack remain underappreciated by investors, in our view.
Netflix will report its 1H25 engagement metrics alongside 2Q25 earnings in July. Meanwhile, the platform continues to localize content across 50+ markets, which we believe will help offset any potential impacts from a proposed tariff on internationally produced films, as mentioned by President Trump. Engagement and pricing power are expected to remain strong.
Looking ahead to the May 14 Upfront, we anticipate updates on ad-supported tier adoption and advertiser interest in formats such as lower funnel QR codes. We model ~4.5–5x ads/hour/person by year-end 2025, rising to ~6x in 2026. Gaming remains a long-term opportunity, with Netflix aiming to better integrate shows, movies, and games. Notably, management indicated in April 2025 that it is leaning into mainstream titles, including GTA, which released its promo trailer ahead of its scheduled May 26, 2026 launch."
Analyst: Brian J. Pitz
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BMO Capital Reiterates Outperform on $NFLX, PT $1,200; 'Management mentioned in April 2025 that it is leaning into mainstream, established titles, including GTA'
Analyst comments: "Netflix is rolling out a new global TV experience focused on 1) improved discovery powered by AI for both TV and mobile, 2) a conversational interface to enhance content discovery, and 3) a design revamp featuring a more natural aesthetic. These updates are expected to reduce churn, boost engagement, and support stronger ad monetization. Netflix's UI innovations and ad stack remain underappreciated by investors, in our view.
Netflix will report its 1H25 engagement metrics alongside 2Q25 earnings in July. Meanwhile, the platform continues to localize content across 50+ markets, which we believe will help offset any potential impacts from a proposed tariff on internationally produced films, as mentioned by President Trump. Engagement and pricing power are expected to remain strong.
Looking ahead to the May 14 Upfront, we anticipate updates on ad-supported tier adoption and advertiser interest in formats such as lower funnel QR codes. We model ~4.5–5x ads/hour/person by year-end 2025, rising to ~6x in 2026. Gaming remains a long-term opportunity, with Netflix aiming to better integrate shows, movies, and games. Notably, management indicated in April 2025 that it is leaning into mainstream titles, including GTA, which released its promo trailer ahead of its scheduled May 26, 2026 launch."
Analyst: Brian J. Pitz
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