⁠Wall St Engine
FED STAFF SAW RECESSION “ALMOST AS LIKELY’ AS MAIN FORECAST

FED OFFICIALS SAW POTENTIAL FOR 'DIFFICULT TRADEOFFS' AHEAD

FED MINUTES: TARIFFS MUCH LARGER, BROADER THAN EXPECTED

FED WELL POSITIONED TO WAIT FOR CLARITY ON OUTLOOK, MINUTES SAY
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⁠Wall St Engine
Victoria’s Secret $VSCO is responding to a security incident that’s taken parts of its website and in-store services offline. The company says stores remain open and teams are working “around the clock” to restore operations. Source: Victoria’s Secret.
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⁠Wall St Engine
The TACO trade is the new Trump trade

TACO = "Trump Always Chickens Out." https://t.co/vWrduDdxV6
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⁠Wall St Engine
Trump brushed off the “TACO trade” jab—short for “Trump Always Chickens Out”—saying lowering tariffs brought global powers to the table. “You call that chickening out?” he asked, calling the FT-originated term “a nasty question.” https://t.co/rx86ePvsl6

The TACO trade is the new Trump trade

TACO = "Trump Always Chickens Out." https://t.co/vWrduDdxV6 - Wall St Engine
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⁠Wall St Engine
Apple’s next iPhone software after iOS 18 will be called “iOS 26” as part of a major rebrand using year-based naming.

Bloomberg reports $AAPL spent $25M on consumer testing through McKinsey to gauge name reception. https://t.co/l2OAFvorE8
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⁠Wall St Engine
UKRAINE’S DEFENCE MINISTER SAYS UKRAINE IS NOT OPPOSED TO FURTHER MEETINGS BUT WAITS FOR MEMORANDUM FROM RUSSIAN SIDE
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⁠Wall St Engine
Tell your friends and followers to follow @wallstengine if they want detailed coverage of $NVDA earnings. I’ll be posting key highlights with estimates as soon as they drop, along with major takeaways and news from the earnings and the call.

FYI: Nvidia’s implied move is +/-6%
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⁠Quiver Quantitative
This is why we track lobbying data✍️

Earlier this month, we flagged Box for spending $330K lobbying on AI, privacy, and taxes

Because of this, $BOX was included in our Corporate Lobbying Spending Portfolio on Autopilot

Today, it's +17% after a strong earnings report https://t.co/laJhu5TGEE
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⁠Wall St Engine
TRUMP ORDERS US CHIP DESIGNERS TO STOP SELLING TO CHINA

Per FT, the Commerce Dept. ordered firms like Synopsys $SNPS, Cadence $CDNS, & Siemens EDA to halt services to Chinese clients. These three control ~80% of China’s chip design market. https://t.co/1BwFTkxMpy
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⁠Dimitry Nakhla | Babylon Capital®
Salesforce $CRM Q1 2026 Preview 🗓️

Revenue est: $9.75B (6.7% YoY)
EPS est: $2.55 (4.5% YoY)

In Q1 2025 👇🏽 https://t.co/bxLjOD8g0T
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⁠Dimitry Nakhla | Babylon Capital®
This will lead to interesting short-term price action and perhaps another opportunity, in the duopoly between Synopsys & Cadence Design

$SNPS $CDNS https://t.co/KqK6Su1ehS

BREAKING: President Trump has ordered US chip designers to stop selling to China, per the Financial Times. - The Kobeissi Letter
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