Wall St Engine
SWISS OFFICIAL:

CHINESE DELEGATION WILL COME FOR SECOND ROUND OF TRADE TALKS IN JULY

US WOULD REFRAIN FROM NEW INCREASE IN CUSTOMS TARIFFS; PAUSE ON TARIFFS NOT TO BE LIFTED DURING NEGOTIATIONS

HAVE THE IMPRESSION U.S. IS SEEKING TAILOR-MADE SOLUTIONS WITH INDIVIDUAL COUNTRIES
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Another interesting earnings week ahead! Notable names:

• Monday: $MNDY, $ASTS
• Tuesday: $JD, $NU, $ONON
• Wednesday: $CSCO, $DT, $CRWV
• Thursday: $BABA, $WMT

Which are you looking forward to most? https://t.co/sw8kuKauUW
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Wall St Engine
Flagged the $RIVN long setup to Discord members yesterday — and the idea played out pretty nicely. Stock’s went up nearly 13% since the alert, and the option I shared ran over 300%. https://t.co/ZhlE1116Rz
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Bloomberg’s Equity Market Regime Model—which tracks six macro and market factors like price momentum, valuations, correlations, and money supply—has officially turned “Red” for the first time since early 2022.

Historically, that phase is tied to negative forward returns—averaging a 5.6% S&P 500 loss over the next 12 months.
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Wall St Engine
UNITED STATES, EUROPEANS WORKING TO PUT TOGETHER PROPOSAL FOR 30-DAY UKRAINE-RUSSIA CEASEFIRE

IF RUSSIA REFUSED 30-DAY CEASEFIRE PROPOSAL, NEW US, EUROPEAN SANCTIONS WOULD BE IMPOSED

- FRENCH DIPLOMATIC SOURCE
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Wall St Engine
ANTHROPIC SAYS DEPARTMENT OF JUSTICE'S PROPOSED REMEDIES IN GOOGLE $GOOGL SEARCH CASE RISK CHILLING AI INVESTMENT - COURT FILING
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CHINA’S 🇨🇳 PUBLIC SECURITY MINISTER WANG XIAOHONG WILL ACCOMPANY VICE PREMIER HE LIFENG TO SWITZERLAND FOR U.S. TRADE TALKS. - WSJ
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Wall St Engine
Sometimes the obvious trade is the right trade!
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RT @wallstengine: 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
LEAVITT: PRESIDENT WILL NOT UNILATERALLY BRING DOWN TARIFFS ON CHINA; 80% WAS A NUMBER TRUMP THREW OUT THERE
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Wall St Engine
NESTLE TO HIKE U.S. CHOCOLATE PRICES STARTING JUNE 23

Nestle USA is raising prices on Toll House chocolate chips, baking cocoa, and fudge kits due to soaring cocoa costs. The company cited “exhausting efforts” to offset commodity inflation.

The move follows failed attempts to get suppliers to cut prices and comes as cocoa remains historically expensive, despite easing 30% off last year’s peak near $13,000/ton. Nestle aims to save $843M in 2025, largely through procurement.

The company clarified the hikes aren’t tariff-related.
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Honest question for $PLTR shareholders: What upside do you see at 160x P/FCF and fully optimized margins? 🤔 https://t.co/MAGiecj2Ck
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When should I drop my weekly newsletter? When do you prefer reading it?
- Saturday Evening
- Sunday Morning
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