⁠Quiver Quantitative
TRUMP: "You better go out and buy stock now" https://t.co/0SQr9wFYwK
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⁠Wall St Engine
CARDINALS ELECT NEW POPE, WHITE SMOKE RISES FROM SISTINE CHAPEL https://t.co/mKO0Ct4oN1
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⁠Quiver Quantitative
Sam Altman: Our stance is that we need to give adult users a lot of freedom to use AI in the way that they want https://t.co/3Dij7tYg84
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⁠Wall St Engine
According to Polymarket, $GOOGL has the best AI model out there right now.

Just goes to show — even with a top-tier product, without solid marketing or branding, it’s hard to drive real consumer adoption or get people talking.

Did Google totally fumble the launch of Gemini? https://t.co/pMZKymQAcM
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⁠Wall St Engine
MICROSOFT $MSFT PRESIDENT BRAD SMITH SAYS COMPANY DOES NOT ALLOW ITS EMPLOYEES TO USE THE DEEPSEEK APP
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⁠Wall St Engine
Apple $AAPL is working on two big chip projects: one codenamed “Baltra” for AI servers, expected by 2027, and another aimed at powering smart glasses by 2026 or 2027. The glasses chip could set up Apple to go head-to-head with Meta’s Ray-Bans as the wearables race heats up.
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⁠Dimitry Nakhla | Babylon Capital®
$TMO trading for its lowest multiple in the past 5 years — an excellent consideration for investment 🧬

I’ll soon share a detailed $TMO quality valuation analysis https://t.co/qHuvD6PMUy
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⁠Wall St Engine
INDIA FOREIGN MINISTER: INDIA HAS BEEN MEASURED IN ITS ACTIONS. HOWEVER, ANY ESCALATION WILL GET A FIRM RESPONSE
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⁠Quiver Quantitative
Senator John Fetterman just asked Sam Altman about AI singularity: https://t.co/nuF0BYJoDz
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⁠Wall St Engine
U.S. 30-Year Treasury Auction Details ($25B):

High Yield: 4.819% (vs presale WI 4.812%)
Bid-to-Cover Ratio: 2.31 (last 6 avg: 2.45)
Directs Accepted: 27.2% (last 6 avg: 22.3%)
Indirects Accepted: 58.9% (last 6 avg: 63.9%)

👉 Poor auction. Tailed 0.7bps above WI with weaker-than-average demand from indirects and lighter overall bidding interest.
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⁠Wall St Engine
TRUMP PRIVATELY URGED SPEAKER MIKE JOHNSON ON A PHONE CALL WEDNESDAY TO RAISE THE TOP TAX RATE AND CLOSE THE CARRIED INTEREST LOOPHOLE -PUNCHBOWL
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⁠Wall St Engine
UBS IN TALKS TO SELL HEDGE FUND O’CONNOR TO CANTOR FITZGERALD
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