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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
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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 tweet
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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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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
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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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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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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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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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
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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. tweet
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Wall St Engine
WSJ: Elon Musk tried to block OpenAI’s massive AI data center deal in Abu Dhabi, warning G42 it wouldn’t get Trump’s approval unless his xAI firm was included.
Despite Musk’s push, Trump greenlit the $500B Stargate UAE deal with OpenAI, Nvidia, Oracle, and others. https://t.co/wLI97ysx4U
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WSJ: Elon Musk tried to block OpenAI’s massive AI data center deal in Abu Dhabi, warning G42 it wouldn’t get Trump’s approval unless his xAI firm was included.
Despite Musk’s push, Trump greenlit the $500B Stargate UAE deal with OpenAI, Nvidia, Oracle, and others. https://t.co/wLI97ysx4U
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Wall St Engine
RT @wallstengine: Robinhood $HOOD is rolling out its desktop trading platform, Robinhood Legend, to UK users starting Wednesday. https://t.co/VaBn7jZakL
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RT @wallstengine: Robinhood $HOOD is rolling out its desktop trading platform, Robinhood Legend, to UK users starting Wednesday. https://t.co/VaBn7jZakL
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