⁠Dimitry Nakhla | Babylon Capital®
$FICO is approaching my price target 📉

(Correction: $FICO piques* my interest…) https://t.co/qpdi4RKZ7q

@nfrosinha @pulte $FICO peaks my interest ~$1,400, that’s where I’d start to consider it for investment

At current levels, even with the -20% drop in 2 days, $FICO offers no margin of safety - Dimitry Nakhla | Babylon Capital®
tweet

⁠App Economy Insights
$CRM Salesforce acquires $INFA Informatica.

Price: $25/share or ~$8B.

Joining a long list (Slack, Tableau, MuleSoft...).

CEO Marc Benioff wants to "create the most complete, agent-ready data platform in the industry."

Expected to close early next year. https://t.co/S3ua4Z5gAU
tweet

⁠Wall St Engine
Apple $AAPL will roll out a dedicated gaming app preinstalled on iPhone, iPad, and Mac later this year—set to debut within days of the Nintendo Switch 2 launch. (BBG)
tweet

⁠Wall St Engine
RT @wallstengine: In Jan 2023, 90% of college students were already using ChatGPT for assignments. Now, 1 in 4 teens use it—twice as many as last year.

Meanwhile, 59% of schools say cheating is on the rise, but 56% admit they’re still not ready for the AI era. https://t.co/usXmxEuGn7
tweet

⁠Wall St Engine
S&P 500 Closing Bell Heatmap (May 27, 2025)

$SPY +2.07% 🟩
$QQQ +2.35% 🟩
$DJI +1.78% 🟩
$IWM +2.54% 🟩

S&P 500 Opening Bell Heatmap (May 27, 2025)

$SPY +1.20% 🟩
$QQQ +1.44% 🟩
$DJI +0.95% 🟩
$IWM +1.46% 🟩 - Wall St Engine
tweet

⁠Wall St Engine
MIRAN: WE CAN'T MAKE EVERYTHING IN THE UNIVERSE IN THE USA
tweet

⁠Wall St Engine
$OKTA Q1 Earnings Highlights

🔹 Revenue: $688M (Est. $680.3M) 🟢; +12% YoY
🔹 Non-GAAP EPS: $0.86 (Est. $0.77) 🟢
🔹 Subscription Revenue: $673M; +12% YoY

Full-Year Guidance:
🔹 Non-GAAP EPS: $3.23–$3.28 (Est. $3.21) 😐
🔹 Revenue: $2.85B–$2.86B (Est. ~$2.85B) 🟡; +9%–10% YoY
🔹 Non-GAAP Operating Income: $710M–$720M (25% margin)
🔹 Free Cash Flow Margin: ~27%

Q2 Guidance:
🔹 Non-GAAP EPS: $0.83–$0.84 (Est. $0.77) 🟢
🔹 Revenue: $710M–$712M (Est. ~$704M) 🟢
🔹 cRPO: $2.20B–$2.205B; +10%–11% YoY
🔹 Non-GAAP Operating Income: $183M–$185M (26% margin)
🔹 Free Cash Flow Margin: ~19%

Q1 Customer Metrics & Backlog:
🔹 RPO: $4.08B; +21% YoY
🔹 cRPO: $2.23B; +14% YoY

Other Key Q1 Metrics:
🔹 Non-GAAP OI: $184M; +38% YoY
🔹 Non-GAAP EPS: $0.86 (vs. $0.65 YoY) 🟢
🔹 Operating Cash Flow: $241M; Free Cash Flow: $238M (35% margin)

CEO Todd McKinnon:
🔸 "Q1 delivered record operating profit and robust free cash flow. Despite an uncertain macro, demand for identity security remains strong across workforce, customer, and AI-driven use cases."
🔸 "We're focused on profitable growth and innovation in delivering the only modern, unified identity security platform."
tweet

⁠Wall St Engine
According to the FT, $NVDA's suppliers have resolved rack-level issues tied to its Blackwell servers, clearing the way for broader GB200 shipments. Production had been delayed by cooling, software, & interconnect bugs, but vendors like Foxconn and Dell say ramp-up is now underway https://t.co/wp6H8MEjtX
tweet

⁠Wall St Engine
Rocket Lab $RKLB is acquiring Geost for $275M in cash and stock, plus up to $50M in earnouts tied to revenue targets, per company release. The deal marks Rocket Lab’s entry into EO/IR satellite payloads, strengthening its national security portfolio. Closing expected in H2 2025.
tweet

⁠Wall St Engine
MOTOROLA SOLUTIONS TO BUY SILVUS FOR $4.4 BILLION UP-FRONT
tweet

⁠Wall St Engine
TRAVELERS $TRV TO SELL SOME CANADIAN INSURANCE BUSINESSES FOR $2.4B
tweet