⁠Investing visuals
$SHOP Q1 Earnings 🚨

• Revenue $2.36B vs Est. $2.33B
• EPS $0.25 vs Est. $0.26
• GMV $74.8B vs Est. $74.8B

Shares are down -9% pre-market https://t.co/rDIluj049D
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⁠Wall St Engine
The EU 🇪🇺 just dropped a draft list targeting $107B worth of U.S. goods with potential tariffs if trade talks break down—including planes, cars, bourbon, meat, chemicals, metals, and beer. They’re also eyeing $4.4B in export curbs on scrap metals and chemicals. EU says it’s “fully committed” to finding a deal, but clearly preparing to hit back.
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⁠Wall St Engine
$HIMS announces a proposed $450M convertible note offering due 2030, with a potential $67.5M upsizing option. Proceeds will fund global expansion, tech & AI investments, and capped call hedges to offset dilution.
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⁠Wall St Engine
Bill Gates is pledging 99% of his $168B fortune to the Gates Foundation, which will now close in 2045.

That’s ~$107B more going toward global health, education, and poverty over the next 20 years. The foundation will spend ~$200B in total before winding down. https://t.co/ofyoJNR1LN
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⁠Wall St Engine
$NVAX | Novavax Q1'25 Earnings Highlights

🔹 Revenue: $667M vs. $344M est. 🟢
🔹 EPS: $2.93 vs. $0.71 est. 🟢

Guidance:
🔹 FY25 Revenue: $975M–$1.025B (Est. $724M) 🟢
🔹 FY25 R&D + SG&A: $475M–$525M (Reiterated)
🔹 No guidance yet for Sanofi royalties/supply sales

Highlights:
🔸 FDA feedback suggests COVID-19 BLA approvable upon PMC alignment
🔸 $175M milestone from Sanofi triggered by BLA approval
🔸 SHIELD-Utah study: ~39% fewer side effects vs. mRNA vaccine
🔸 Expanded partnership with Takeda; $20M upfront + milestones
🔸 Raised FY25 revenue framework from $300–$350M to $975M–$1.025B
🔸 $519M net income in Q1; $603M recognized from terminated APAs
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⁠Wall St Engine
US JOBLESS CLAIMS 228,000 IN MAY 3 WEEK; EST. 230K
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⁠Wall St Engine
US-UK TRADE PACT WILL LEAVE THE 10% US TARIFF IN PLACE - CNN
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⁠Wall St Engine
UK OFFICIALS SEE US DEAL INITIALLY FOCUSED ON CARS, STEEL: FT
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⁠Wall St Engine
Coinbase $COIN is buying Deribit—the world’s top bitcoin and ether options exchange—for $2.9B in cash and stock. It’s Coinbase’s biggest deal yet. https://t.co/OTyxZozpRX
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⁠Investing visuals
Market psychology is a funny thing. https://t.co/xuGfqmP2ma
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 08, 2025)

$SPY +0.71% 🟩
$QQQ +1.02% 🟩
$DJI +0.50% 🟩
$IWM +1.16% 🟩
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⁠Quiver Quantitative
JUST IN: Representative Anna Paulina Luna has introduced legislation to repeal the Patriot Act https://t.co/SW35AKF1ca
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⁠Wall St Engine
BANK OF CANADA SAYS TRADE WAR WITH U.S. THREATENS THE CANADIAN ECONOMY AND POSES RISKS TO FINANCIAL STABILITY

BOC FINANCIAL STABILITY REPORT SAYS IN EXTREME CIRCUMSTANCES, MARKET VOLATILITY COULD TURN INTO MARKET DYSFUNCTION
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