⁠Wall St Engine
$AEO posted a $68M EBIT loss in Q1, missing both Street ($24M) and internal guidance ($20–25M), driven by deeper markdowns and a $75M inventory write-down. Aerie comps fell 4%. FY25 guide pulled on macro/tariff uncertainty.
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⁠Wall St Engine
TRUMP: I BELIEVE IN ARTIFICIAL INTELLIGENCE; WE'RE LEADING CHINA IN CRYPTO
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⁠Wall St Engine
$NVO SIGNS $2.2B DEAL WITH SEPTERNA FOR ORAL OBESITY DRUGS

Novo Nordisk is partnering with Septerna $SEPN to co-develop next-gen oral GLP-1 weight loss pills. The biotech could earn over $200M upfront plus milestones, with total deal value up to $2.2B.
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⁠Wall St Engine
$GLBE | Global-e Online Q1 2025 Earnings Highlights

🔹 EPS: -$0.11 (Est. -$0.13) 🟢
🔹 Revenue: $189.9M (Est. $187.75M) 🟢; +30% YoY
🔹 GMV: $1.24B; +34% YoY
🔹 Adj. Gross Margin: 45.4%
🔹 Adj EBITDA: $31.6M

Q2'25 Guidance
🔹 Revenue: $204M–$211M (Est. $212.3M) 🔴
🔹 GMV: $1.39B–$1.43B
🔹 Adjusted EBITDA: $35M–$39M

FY25 Guidance
🔹 Revenue: $917M–$967M (Est. $938.8M) 🟡
🔹 GMV: $6.19B–$6.49B
🔹 Adjusted EBITDA: $179M–$199M

Strategic & Operational Updates
🔸 Extended multi-year strategic partnership with Shopify for both 1P and 3P solutions
🔸 Launched “3B2C” solution to mitigate pricing issues without full multi-local setup
🔸 Revamped Merchant Portal with real-time BI dashboards
🔸 Expanded across regions with new merchants like Atletico Madrid, Adidas HK, Bandai-Namco, and VIBAe
🔸 CEO: “Strong Q1 in volatile macro backdrop. Duty/tariff dynamics remain uncertain, but pipeline activity remains high.”
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⁠Wall St Engine
PERPLEXITY PARTNERS WITH PAYPAL TO LAUNCH CHAT-POWERED COMMERCE

Perplexity users in the U.S. will soon be able to book travel, shop, and buy tickets directly in-chat, paying with PayPal or Venmo. PayPal handles payments, shipping, and support. The deal comes as Perplexity closes a $500M raise at a $14B valuation — CNBC
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⁠Wall St Engine
KRAFT HEINZ $KHC INVESTING $3 BILLION UPGRADING ITS 30 US FACTORIES
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⁠Wall St Engine
EIGHT SLEEP EXPANDS TO CHINA AHEAD OF IPO

The smart mattress startup just launched its $2,849 Pod 5, using AI to track heart rate and breathing without wearables. Revenue has grown 10x since 2020, with $500M in sales to date. Now pushing into China, Saudi, & more ahead of a IPO https://t.co/DcfrhM0z0D
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⁠Wall St Engine
$SMCI shares are trading higher after landing a $20B multi-year deal with Saudi data center firm DataVolt. Supermicro will supply high-density GPU platforms and liquid cooling tech for AI campuses in Saudi Arabia and the U.S., with plans to scale U.S. manufacturing. https://t.co/IF2fxUz819
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⁠Wall St Engine
Bernstein Reiterates Outperform Rating on $WING, PT $330; Just Scratching the Surface of its Potential'

Analyst comments: "Wingstop’s Smart Kitchen was contemplated in the average unit volume long-term target of $3 million, but its rollout to the full system by end of FY25 may boost same-store sales above guidance. The sales lift observed in test stores was driven by greater consistency and a 50% reduction in quote time to 10 minutes, as the front-line is empowered to accurately cook the right order ahead of the order being actually placed—using forecasts refined via extensive data (history, weather, community events, betting agency data to measure excitement levels of sporting events, etc.).

We see the Smart Kitchen as a vehicle to drive more conversion, more user occasions, and repeat transactions—which we view as more critical than closing the awareness gap at this stage of growth. We continue to see Wingstop as just scratching the surface of its potential: increasing the delivery share from 30% to over 50%, winning 20% of the young/adult off-premises occasion, and reaching over 10,000 stores globally."

Analyst: Danilo Gargiulo
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⁠Wall St Engine
TYSON $TSN SAYS US CHICKEN OUTPUT GROWTH REMAINS CONSTRAINED
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⁠Wall St Engine
WeRide $WRD has launched 8 autonomous robotaxi pilot routes in central Guangzhou, creating China’s first 24/7 self-driving ride-hailing network in a Tier 1 city. The service covers key downtown areas, pushing WeRide further into real-world robotaxi deployment.
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⁠Wall St Engine
Needham Raises $HOOD PT to $71 from $58 -Buy Rating

Analyst comments: "We continue to be impressed by HOOD's product expansion. Not only has the company shown breadth in its product suite, but also depth, as we believe HOOD will become more competitive within crypto specifically. In addition to the Bitstamp acquisition (still expected to close in 2H 2025), HOOD acquired Canadian-based WonderFi this past week.

We view both transactions as increasing HOOD's depth in crypto for institutional users—a new customer base—and internationally in Europe and Canada. Finally, we see more crypto-specific rollouts on the horizon; we would expect more asset listings in the U.S. as well as possibly HOOD launching its own blockchain or some variant. We believe these additions would materially increase HOOD’s product depth.

We are raising our price target to $71 and note near-term catalysts, including HOOD's June France Crypto event, as positives."

Analyst: John Todaro
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⁠Wall St Engine
Micron $MU didn’t update guidance at the JPM conference this morning
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⁠Wall St Engine
According to a Punchbowl reporter, the SALT talks have pretty much fallen apart, based on what several people involved are saying. GOP leadership still isn’t close to a deal with the Blue State New Yorkers.
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⁠Wall St Engine
$AMD ANNOUNCES NEW $6 BILLION SHARE-REPURCHASE AUTHORIZATION
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⁠Wall St Engine
$JPM just settled its first public transaction of tokenized Treasuries using Ondo's public blockchain, per Fortune. Big shift from their usual private-chain “walled garden” approach. Chainlink also involved. First real step by the U.S.’s biggest bank onto a public ledger.
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⁠Investing visuals
$PLTR: an elite software company but it doesn’t come cheap 🫰 https://t.co/NTtAoyvSbP
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