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%
tweet
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%
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
RT @wallstengine: Robinhood $HOOD is rolling out its desktop trading platform, Robinhood Legend, to UK users starting Wednesday. https://t.co/VaBn7jZakL
tweet
Offshore
Photo
Wall St Engine
S&P 500 Closing Bell Heatmap (May 28, 2025)
$SPY -0.59% 🟥
$QQQ -0.44% 🟥
$DJI -0.58% 🟥
$IWM -1.04% 🟥
tweet
S&P 500 Closing Bell Heatmap (May 28, 2025)
$SPY -0.59% 🟥
$QQQ -0.44% 🟥
$DJI -0.58% 🟥
$IWM -1.04% 🟥
S&P 500 Opening Bell Heatmap (May 28, 2025)
$SPY +0.13% 🟩
$QQQ +0.26% 🟩
$DJI +0.13% 🟩
$IWM -0.09% 🔳 https://t.co/hrx8tSoKpS tweet
Offshore
Photo
Wall St Engine
TESLA $TSLA IS SAID TO TARGET ROBOTAXI LAUNCH IN AUSTIN ON JUNE 12; CONDUCTED FIRST DRIVERLESS TEST ON PUBLIC ROADS THIS WEEK https://t.co/JkgZDZaSDB
tweet
TESLA $TSLA IS SAID TO TARGET ROBOTAXI LAUNCH IN AUSTIN ON JUNE 12; CONDUCTED FIRST DRIVERLESS TEST ON PUBLIC ROADS THIS WEEK https://t.co/JkgZDZaSDB
tweet
Wall St Engine
$CRM | Salesforce Q1 Earnings Highlights
🔹 Revenue: $9.80B (Est. $9.749B) 🟢; UP +8% YoY
🔹 Subscription & Support Revenue: $9.3B; UP +8% YoY
🔹 cRPO: $29.6B; UP +12% YoY
FY Guidance:
🔹 Adj. EPS: $11.27 – $11.33 (Est. $11.30) 🟡
🔹 Revenue: $41.0B – $41.3B (Est. $41.15B) 🟢
🔹 GAAP Operating Margin: 21.6%
🔹 Adj. Operating Margin: 34.0%
🔹 GAAP EPS: $7.15 – $7.21
🔹 Operating Cash Flow Growth: ~10–11% YoY
🔹 Free Cash Flow Growth: ~9–10% YoY
🔹 Subscription & Support Revenue Growth: ~9.5% YoY
Q2 Guidance:
🔹 Adj. EPS: $2.76 – $2.78 (Est. $2.77) 🟡
🔹 Revenue: $10.11B – $10.16B (Est. $10.135B) 🟢
🔹 cRPO Growth: ~10% YoY
Other Key Q1 Metrics:
🔹 Adj. Operating Margin: 32.3% (Est. 32.6%) 🔴
🔹 GAAP Operating Margin: 19.8%
🔹 Operating Cash Flow: $6.5B; UP +4% YoY
🔹 Free Cash Flow: $6.3B; UP +4% YoY
AI & Data Highlights:
🔸 Data Cloud & AI ARR: Over $1B; UP +120% YoY
🔸 ~60% of Q1 Top 100 Deals included AI & Data Cloud
🔸 8,000+ deals since Agentforce launch; 50% paid
🔸 Agentforce handled 750K+ support requests, cutting case volume by 7% YoY
🔸 22 trillion records ingested via Data Cloud in Q1; UP +175% YoY
🔸 Over half of Q1 Top 100 Deals included 6+ Salesforce Clouds
Strategic & Business Commentary:
🔸 CEO Marc Benioff:
"We’ve built a deeply unified enterprise AI platform—Agentforce, Data Cloud, Customer 360, Tableau, and Slack—on one trusted foundation. With Informatica acquisition pending, we aim to deliver the most complete, intelligent AI and data platform for the enterprise."
🔸 President & CFO Robin Washington:
"Our Q1 performance reflects solid execution and momentum as we capitalize on the exciting agentic AI opportunity. We remain focused on innovation, operational excellence, and maximizing customer value."
🔸 No FY26 guidance impact from Informatica acquisition expected; closing likely in early FY27.
🔸 Currency tailwind from USD weakening incorporated into updated FY26 outlook.
tweet
$CRM | Salesforce Q1 Earnings Highlights
🔹 Revenue: $9.80B (Est. $9.749B) 🟢; UP +8% YoY
🔹 Subscription & Support Revenue: $9.3B; UP +8% YoY
🔹 cRPO: $29.6B; UP +12% YoY
FY Guidance:
🔹 Adj. EPS: $11.27 – $11.33 (Est. $11.30) 🟡
🔹 Revenue: $41.0B – $41.3B (Est. $41.15B) 🟢
🔹 GAAP Operating Margin: 21.6%
🔹 Adj. Operating Margin: 34.0%
🔹 GAAP EPS: $7.15 – $7.21
🔹 Operating Cash Flow Growth: ~10–11% YoY
🔹 Free Cash Flow Growth: ~9–10% YoY
🔹 Subscription & Support Revenue Growth: ~9.5% YoY
Q2 Guidance:
🔹 Adj. EPS: $2.76 – $2.78 (Est. $2.77) 🟡
🔹 Revenue: $10.11B – $10.16B (Est. $10.135B) 🟢
🔹 cRPO Growth: ~10% YoY
Other Key Q1 Metrics:
🔹 Adj. Operating Margin: 32.3% (Est. 32.6%) 🔴
🔹 GAAP Operating Margin: 19.8%
🔹 Operating Cash Flow: $6.5B; UP +4% YoY
🔹 Free Cash Flow: $6.3B; UP +4% YoY
AI & Data Highlights:
🔸 Data Cloud & AI ARR: Over $1B; UP +120% YoY
🔸 ~60% of Q1 Top 100 Deals included AI & Data Cloud
🔸 8,000+ deals since Agentforce launch; 50% paid
🔸 Agentforce handled 750K+ support requests, cutting case volume by 7% YoY
🔸 22 trillion records ingested via Data Cloud in Q1; UP +175% YoY
🔸 Over half of Q1 Top 100 Deals included 6+ Salesforce Clouds
Strategic & Business Commentary:
🔸 CEO Marc Benioff:
"We’ve built a deeply unified enterprise AI platform—Agentforce, Data Cloud, Customer 360, Tableau, and Slack—on one trusted foundation. With Informatica acquisition pending, we aim to deliver the most complete, intelligent AI and data platform for the enterprise."
🔸 President & CFO Robin Washington:
"Our Q1 performance reflects solid execution and momentum as we capitalize on the exciting agentic AI opportunity. We remain focused on innovation, operational excellence, and maximizing customer value."
🔸 No FY26 guidance impact from Informatica acquisition expected; closing likely in early FY27.
🔸 Currency tailwind from USD weakening incorporated into updated FY26 outlook.
tweet