⁠Wall St Engine
UnitedHealth $UNH was the top weight in the Dow just a month ago—now it’s slipped to No. 7 at 4.5% after falling 60% over 22 trading days. Shares dropped another 20% today following a WSJ report that DOJ has opened a criminal probe into the company. https://t.co/GgLHzlRWF2
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⁠Wall St Engine
SALESFORCE $CRM TO ACQUIRE AI AGENTS STARTUP CONVERGENCE – INFORMATION
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⁠Wall St Engine
Thoma Bravo has reportedly sold its remaining stake in Nasdaq $NDAQ for $3.4 billion, according to Bloomberg. The final block—25.5 million shares—was offloaded on May 13 at $80.68 per share.
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⁠Wall St Engine
The race for 2025’s top market cap is tight— $NVDA, $MSFT, and $AAPL all sit above $3T.

Microsoft is just 2% from ATH, Apple is navigating tariffs and manufacturing shifts, while Nvidia keeps landing major AI deals, including those announced by Trump in the Middle East. https://t.co/7XIEghXTk3
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⁠Wall St Engine
US HOUSE SPEAKER JOHNSON: WE'RE STILL ON THE PATH TO PASS THE TRUMP TAX BILL NEXT WEEK.
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⁠Wall St Engine
Back in 2019, Musk said leased $TSLA's couldn’t be bought at lease-end because they'd join a robotaxi fleet. That fleet never happened—now Reuters says Tesla’s been flipping those returned cars, upgrading the software and reselling them for more than lessees would’ve paid.
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⁠Wall St Engine
Sony's not ruling out Made-in-America PS5s, with CEO Hiroki Totoki saying domestic production “needs to be considered” amid tariff pressure. PS5 sales are expected to drop 19% in FY2025, with GTA 6 delays and rising costs weighing on outlook.
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⁠Wall St Engine
CHATGPT NOW HAS MORE MONTHLY USERS THAN WIKIPEDIA https://t.co/IdoCfuZiTJ
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⁠Wall St Engine
ATLANTA FED GDPNOW MAY 15: 2.5% (PREV 2.3%) https://t.co/71KaTfpX5W
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⁠Wall St Engine
UAE PRESIDENT SAYS UAE TO INVEST $1.4T IN U.S OVER NEXT 10 YEARS
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⁠Wall St Engine
SEC IS INVESTIGATING WHETHER COINBASE $COIN MISREPRESENTED USER NUMBERS IN PAST FILINGS

The probe, which started under the Biden administration, centers on the “100M+ verified users” stat once cited in IPO docs. Coinbase stopped using the metric in 2023 & says it’s cooperating.

- NYT
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⁠Quiver Quantitative
JUST IN: The California State Teacher's Retirement System has added ~$400K of Trump Media stock to their holdings.

Full portfolio up on Quiver.
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⁠Wall St Engine
$COIN responds to NYT report: Chief Legal Officer says the SEC probe is “a hold-over from the prior administration” tied to a user metric Coinbase stopped reporting 2.5 years ago.
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