⁠Wall St Engine
Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
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⁠Wall St Engine
Today's Key Events (All EST) — 05/08/2025

08:30: US Initial Jobless Claims
10:00: AI CEOs Testify at Senate Hearing
10:00: US Wholesale Inventories
13:00: US 30-Year Bond Auction

Before Open 👇
05:00: Toyota Motor $TM
06:00: YETI Holdings
06:30: Molson Coors $TAP
06:30: Restaurant Brands $QSR
06:30: Planet Fitness $PLNT
06:45: BCE Inc. $BCE
06:45: Tapestry $TPR
07:00: Shopify $SHOP
07:00: Peloton $PTON
07:00: Warner Bros. Discovery $WBD
07:00: Papa John’s $PZZA
07:00: Penn Entertainment $PENN
07:00: D-Wave Quantum $QBTS
07:00: Crocs $CROX
07:00: Brookfield Corp. $BN
07:00: Jumia $JMIA
07:00: Aspen Aerogels $ASPN
07:00: Talen Energy $TLN
07:00: Hut 8 Mining
07:00: Novo Nordisk $NVO
07:30: Cheniere $LNG

After Hours 👇
16:00: Trade Desk $TTD
16:00: Akamai $AKAM
16:00: Insulet $PODD
16:00: Texas Roadhouse $TXRH
16:05: Coinbase $COIN
16:05: Affirm $AFRM
16:05: WolfSpeed $WOLF
16:05: Pinterest $PINS
16:05: Toast $TOST
16:05: Lyft $LYFT
16:05: Dropbox $DBX
16:05: HubSpot $HUBS
16:05: Rocket $RKT
16:05: Illumina $ILMN
16:05: Paramount $PARA
16:05: BILL Holdings $BILL
16:05: StoneCo
16:05: Rumble
16:05: Innodata
16:05: CleanSpark $CLSK
16:05: Serve Robotics $SERV
16:15: Cloudflare $NET
16:15: DraftKings $DKNG
16:15: Rocket Lab $RKLB
16:15: TransMedics $TMDX
16:15: AMN Healthcare
16:15: Main Street Capital $MAIN
16:15: Microchip $MCHP
17:15: News Corp $NWSA
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⁠Wall St Engine
Trump to announce a 🇺🇸 US-UK 🇬🇧 trade deal today at 10AM ET, per NYT. A UK official has also confirmed the news.

Trump: “Big News Conference… concerning a MAJOR TRADE DEAL… THE FIRST OF MANY!” https://t.co/UhGqMTAdAe
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⁠Wall St Engine
CHINA 🇨🇳 PRESIDENT XI ARRIVES IN KREMLIN FOR TALKS WITH PUTIN
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CHINA’S 🇨🇳 MINISTRY OF COMMERCE: US NEEDS TO BE PREPARED TO REVOKE UNILATERAL TARIFFS
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⁠Wall St Engine
The U.S. Treasury and Commerce Depts have drafted plans for a sovereign wealth fund, though no final decision has been made yet, per White House. Trump first called for it in February, suggesting tariff revenue could be used. Bessent: goal is to “monetize U.S. assets for the American people.”
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PAKISTAN 🇵🇰 STOCK TRADING HALTED AS KSE-30 INDEX PLUNGES 7.2%
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⁠Wall St Engine
Google $GOOGL has put out a statement saying that overall search volume is still growing—even on Apple devices. The company says, “People are finding Search more useful in new ways." More updates are expected at Google I/O. https://t.co/BpTj316IE1
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⁠Wall St Engine
CHINA WEIGHS HOUSING MARKET OVERHAUL TO CURB PRE-SALES
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⁠Wall St Engine
Zillow $Z swung to its first profit since Q2 2022, posting $8M in Q1 vs a $23M loss a year ago. Revenue hit $598M, topping estimates, with 5% user growth Y/Y. CEO credits “housing super app” rollout. Q2 revenue guide: $635M–$650M, in line with Street’s $649M forecast.
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⁠Wall St Engine
China Airlines has ordered up to 23 Boeing $BA 777X jets—10 777-9s and four 777-8 Freighters, plus options for nine more—making it the first 777X customer in Taiwan.
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NORGES BANK RATE WILL MOST LIKELY BE CUT IN COURSE OF 2025
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Apple’s $AAPL fighting to delay a ruling that forces it to open up the App Store. It told the 9th Circuit Court it’ll face “irreparable harm” if it has to comply now, citing a 27% fee ban and limits on controlling in-app links. Epic Games says this is Apple’s “last-ditch effort” to block real competition.
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⁠Wall St Engine
Instacart $CART CEO Fidji Simo is stepping down to join OpenAI as Chief of Applications, reporting directly to Sam Altman. She’ll stay on as Instacart Chair during the transition. OpenAI says she’ll start later this year, after serving on its board since 2023.
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⁠Wall St Engine
TOYOTA $TM expects a 21% drop in full-year profit, forecasting ¥3.8T ($26B) in operating income through Mar '26, down from ¥4.8T. The hit comes from Trump's tariffs (¥180B impact in Apr-May) and a weaker USD (¥745B FX headwind). North America posted a ¥100B op. loss last quarter.
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⁠Wall St Engine
$META just scored a $168M win against NSO Group over Pegasus spyware abuse—its first major courtroom blow to the shadowy surveillance industry. The case sets a precedent: using U.S. servers gives American courts jurisdiction. It won’t kill spyware, but it makes the stakes a lot higher.
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⁠Wall St Engine
Infineon has lowered its full-year outlook, pointing to uncertainty around Trump’s tariffs and fx headwinds. CEO Jochen Hanebeck called the impact of trade disputes a “guesstimate,” and said the company applied a 10% “haircut” to Q4 revenue because of tariff risks.
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⁠Wall St Engine
Bosch expects 1–3% sales growth in 2025 despite tariff risks and a tough auto market. Q1 sales rose 4% YoY, but the company warns of job cuts in Germany and Europe. Still aiming for a 7% margin by 2026, though they admit it’s a tough target.
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