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Wall St Engine
US TREASURY SEC. BESSENT TO SPEAK ON BLOOMBERG TV TOMMOROW AT 11:30 AM ET https://t.co/7p0fkxyvuD
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US TREASURY SEC. BESSENT TO SPEAK ON BLOOMBERG TV TOMMOROW AT 11:30 AM ET https://t.co/7p0fkxyvuD
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Wall St Engine
Anthropic just rolled out its newest model, Claude Opus 4, saying it can code autonomously for hours without needing help. Backed by Google and Amazon, the startup also introduced Claude Sonnet 4—a smaller, more affordable version. https://t.co/o3FdZcRq0h
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Anthropic just rolled out its newest model, Claude Opus 4, saying it can code autonomously for hours without needing help. Backed by Google and Amazon, the startup also introduced Claude Sonnet 4—a smaller, more affordable version. https://t.co/o3FdZcRq0h
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Offshore
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Wall St Engine
Anthropic drops Claude 4 Opus, claims it can code solo for up to 7 hrs. Also drops Claude 4 Sonnet, a lighter version.
Per Polymarket, Anthropic now ranks 2nd best AI model, behind Google. https://t.co/6nrrhIeIa7
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Anthropic drops Claude 4 Opus, claims it can code solo for up to 7 hrs. Also drops Claude 4 Sonnet, a lighter version.
Per Polymarket, Anthropic now ranks 2nd best AI model, behind Google. https://t.co/6nrrhIeIa7
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Wall St Engine
U.S. Treasury sold $18B in 10-year TIPS at a high yield of 2.22%, matching the WI level. Bid-to-cover came in at 2.36x vs 2.39x average. Directs took 16.7% (vs 20.7% avg), indirects 71.4% (vs 68.9%), and dealers 11.9% (vs 10.4%). Tail: 0.0 bps. Overall, better than feared auction
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U.S. Treasury sold $18B in 10-year TIPS at a high yield of 2.22%, matching the WI level. Bid-to-cover came in at 2.36x vs 2.39x average. Directs took 16.7% (vs 20.7% avg), indirects 71.4% (vs 68.9%), and dealers 11.9% (vs 10.4%). Tail: 0.0 bps. Overall, better than feared auction
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Dimitry Nakhla | Babylon Capital®
Intuit $INTU Q3 2025 Preview 🗓️
Rev est: $7.56B (+12.2% YoY)
EPS est: $10.91 (+10.4% YoY)
___
In Q3 2024 👇🏽
💵Rev: $6.74B
💰EPS: $9.88
Revenue Breakdown 📊
Small Business: $2.4B (+18% YoY)
Consumer Group: $3.7B (+9% YoY)
Pro Tax: $254M (+3% YoY)
Credit Karma: $443M (+8% YoY)
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Intuit $INTU Q3 2025 Preview 🗓️
Rev est: $7.56B (+12.2% YoY)
EPS est: $10.91 (+10.4% YoY)
___
In Q3 2024 👇🏽
💵Rev: $6.74B
💰EPS: $9.88
Revenue Breakdown 📊
Small Business: $2.4B (+18% YoY)
Consumer Group: $3.7B (+9% YoY)
Pro Tax: $254M (+3% YoY)
Credit Karma: $443M (+8% YoY)
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App Economy Insights
RT @EconomyApp: $SNOW Snowflake Q1 FY26 (April quarter):
• Customers +19% Y/Y to 11,578.
• Customers > $1M +27% Y/Y to 606.
• Net Retention 124% (-2pp Q/Q).
• Revenue +26% Y/Y to $1,042M ($30M beat).
• Non-GAAP EPS $0.26 ($0.05 beat).
• FY26 Product revenue +25% Y/Y ($45M raise). https://t.co/xCq7pZv1Be
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RT @EconomyApp: $SNOW Snowflake Q1 FY26 (April quarter):
• Customers +19% Y/Y to 11,578.
• Customers > $1M +27% Y/Y to 606.
• Net Retention 124% (-2pp Q/Q).
• Revenue +26% Y/Y to $1,042M ($30M beat).
• Non-GAAP EPS $0.26 ($0.05 beat).
• FY26 Product revenue +25% Y/Y ($45M raise). https://t.co/xCq7pZv1Be
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Wall St Engine
A Pershing Square exec is reportedly saying they’ve taken a position in Amazon $AMZN, noting that CEO Andy Jassy is doing an “incredible job” https://t.co/32WnK29DuD
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A Pershing Square exec is reportedly saying they’ve taken a position in Amazon $AMZN, noting that CEO Andy Jassy is doing an “incredible job” https://t.co/32WnK29DuD
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Wall St Engine
RT @wallstengine: $NKE IS BACK ON AMAZON - INFORMATION
Six years after cutting ties, Nike will start selling directly on Amazon again — a big move as it looks to revive slowing sales. Amazon confirmed the deal today. Meanwhile, Nike’s raising prices this week: $5–$10 hikes on sneakers per CNBC.
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RT @wallstengine: $NKE IS BACK ON AMAZON - INFORMATION
Six years after cutting ties, Nike will start selling directly on Amazon again — a big move as it looks to revive slowing sales. Amazon confirmed the deal today. Meanwhile, Nike’s raising prices this week: $5–$10 hikes on sneakers per CNBC.
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