⁠Wall St Engine
US PROBES THE ROLE OF CROWDSTRIKE'S $CRWD BOSSES IN CARAHSOFT DEAL
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⁠Wall St Engine
TRUMP: “Would graciously accept” a tiny tax hike on the rich — possibly taking the top rate back to 39.6%, per Bloomberg. Says it’s to help lower and middle-income workers, but warns GOP not to give Democrats a “Read my lips” moment. “I’m OK if they do,” he adds. https://t.co/JMJuVqiM2v
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⁠Wall St Engine
THE WHITE HOUSE JUST PUBLISHED THE TERMS OF THE U.S.-UK ECONOMIC PROSPERITY DEAL:

The UK will offer a 13,000 mt duty-free beef quota and 1.4B liters for U.S. ethanol. The U.S. will open a 100,000 vehicle quota at 10% tariffs for UK cars and plans tariff cuts on steel, aluminum, and pharma pending reviews. Both sides will negotiate digital trade rules, tackle non-tariff barriers, and align on export controls. The deal aims to reduce barriers, secure supply chains, and expand market access across key sectors like autos, agriculture, and tech.
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⁠Wall St Engine
US TO SEEK PREFERENTIAL TREATMENT FOR UK ON ANY PHARMA TARIFFS
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⁠Wall St Engine
WHITE HOUSE ECONOMIC ADVISER HASSETT ON CNBC:

UK TRADE DEAL IS FRAMEWORK FOR FUTURE DEALS

EVERYTHING GOING ON WITH SWISS MEETING WITH CHINESE IS POSITIVE

24 OTHER TRADE DEALS ARE CLOSED TO BEING RESOLVED
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⁠Wall St Engine
HASSETT: WILL SEE A LOT MORE DEALS LIKE UK DEAL IN COMING WEEKS
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⁠Wall St Engine
TRUMP: MANY TRADE DEALS IN THE HOPPER https://t.co/grvzk9r7Mo
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⁠Wall St Engine
STEAK 'N SHAKE SAYS IT'S READY TO USE $TSLA ROBOTAXIS FOR DELIVERIES. https://t.co/EKbK7R3sYV
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⁠Investing visuals
$HIMS visualized:

• Sentiment
• How they make money
• Revenue breakdown
• Revenue and FCF growth
• Margins
• Balance sheet
• Valuation
• One-pager business breakdown

A thread 🧵👇 https://t.co/3XdGNixqv3
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⁠Wall St Engine
CHINA'S 🇨🇳 COMMERCE MINISTER WANG:

DECISION ON US TRADE TALKS BASED ON FULL ASSESSMENT. FIRMLY OPPOSES U.S. ABUSE OF RECIPROCAL TARIFFS
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⁠App Economy Insights
🎬 Tariff Trouble in Hollywood?

🏰 Disney $DIS
🦚 Comcast $CMCSA
🎥 Warner Bros. $WBD
⛰️ Paramount $PARA

Let’s visualize the quarters 👇
https://t.co/Rbime4BR4F
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⁠Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI stock is up +43% YTD & yet the company trades for a valuation ~7% CHEAPER than it was at the start of the year 💸

Strong stock price, stronger fundamentals 👌🏽 https://t.co/ofMnaXxzXF
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