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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)
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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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Quiver Quantitative
BREAKING: Senators Jon Ossoff and Mark Kelly are re-introducing a bill to ban congressional stock trading.
They are two of the only senators to put their portfolios into a blind trust. https://t.co/ktlYnW4wa6
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BREAKING: Senators Jon Ossoff and Mark Kelly are re-introducing a bill to ban congressional stock trading.
They are two of the only senators to put their portfolios into a blind trust. https://t.co/ktlYnW4wa6
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