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Wall St Engine
Microsoft $MSFT reclaimed the top spot last week—and Polymarket odds now give it a 42% chance of ending 2025 as the largest company, followed by $AAPL, which has struggled this year amid growth concerns and a lingering tariff overhang. https://t.co/UropyE9lUa
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Microsoft $MSFT reclaimed the top spot last week—and Polymarket odds now give it a 42% chance of ending 2025 as the largest company, followed by $AAPL, which has struggled this year amid growth concerns and a lingering tariff overhang. https://t.co/UropyE9lUa
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Wall St Engine
$AAPL TO APPEAL CONTEMPT RULING IN EPIC GAMES CASE
Apple is appealing a federal judge’s contempt ruling that accused the company of defying a 2021 injunction meant to open its App Store to outside payment options. Judge Yvonne Gonzalez Rogers said Apple deliberately avoided compliance to protect billions in revenue and referred the matter to federal prosecutors for possible criminal contempt.
The ruling also blocks Apple’s 27% fee on outside purchases and bans its use of warning screens to steer users away from third-party payments. Apple denies violating the order and is taking the case to the 9th Circuit.
Source: Reuters
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$AAPL TO APPEAL CONTEMPT RULING IN EPIC GAMES CASE
Apple is appealing a federal judge’s contempt ruling that accused the company of defying a 2021 injunction meant to open its App Store to outside payment options. Judge Yvonne Gonzalez Rogers said Apple deliberately avoided compliance to protect billions in revenue and referred the matter to federal prosecutors for possible criminal contempt.
The ruling also blocks Apple’s 27% fee on outside purchases and bans its use of warning screens to steer users away from third-party payments. Apple denies violating the order and is taking the case to the 9th Circuit.
Source: Reuters
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Wall St Engine
GOOGLE LAUNCHES HOLLYWOOD STUDIO ‘100 ZEROS’ - BI
Google has quietly started a film and TV production arm called 100 Zeros, aiming to back projects that align with its tech vision and appeal to younger audiences. It’s not using YouTube to distribute; instead, it's working with studios and streamers to bring projects to market, including partnerships with Range Media and initiatives like “AI On Screen.”
The goal isn’t product placement—it’s cultural relevance, with an eye on boosting Android and other Google tools in pop culture.
Source: Business Insider
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GOOGLE LAUNCHES HOLLYWOOD STUDIO ‘100 ZEROS’ - BI
Google has quietly started a film and TV production arm called 100 Zeros, aiming to back projects that align with its tech vision and appeal to younger audiences. It’s not using YouTube to distribute; instead, it's working with studios and streamers to bring projects to market, including partnerships with Range Media and initiatives like “AI On Screen.”
The goal isn’t product placement—it’s cultural relevance, with an eye on boosting Android and other Google tools in pop culture.
Source: Business Insider
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Wall St Engine
Hope you've been enjoying the weekly free newsletter—it’s only gonna get better, more informative, and more useful. We’re building real momentum, and I’ve got a ton of ideas to take it to the next level.
Make sure to subscribe here 👇
https://t.co/r4fRD5qaV4
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Hope you've been enjoying the weekly free newsletter—it’s only gonna get better, more informative, and more useful. We’re building real momentum, and I’ve got a ton of ideas to take it to the next level.
Make sure to subscribe here 👇
https://t.co/r4fRD5qaV4
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Amazon $AMZN Reports a Strong Q1 🎯
✅ Rev: $155.67B vs $155.03B (est) | +9% YoY
✅ EPS: $1.59 vs $1.36 (est) | +62% YoY
☁️ AWS net sales $29.27B, +17% YoY
💵 Ads net sales $13.92B, + 18% YoY https://t.co/JzIqoRKRAN
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RT @DimitryNakhla: Amazon $AMZN Reports a Strong Q1 🎯
✅ Rev: $155.67B vs $155.03B (est) | +9% YoY
✅ EPS: $1.59 vs $1.36 (est) | +62% YoY
☁️ AWS net sales $29.27B, +17% YoY
💵 Ads net sales $13.92B, + 18% YoY https://t.co/JzIqoRKRAN
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Wall St Engine
New Fed data shows 76% of manufacturers and nearly half of service firms plan to pass tariff-related cost increases straight to customers. With only a small share shifting suppliers or reshoring, most firms are choosing the path that fuels inflation
-Torsten Slok https://t.co/DGFhycS9WJ
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New Fed data shows 76% of manufacturers and nearly half of service firms plan to pass tariff-related cost increases straight to customers. With only a small share shifting suppliers or reshoring, most firms are choosing the path that fuels inflation
-Torsten Slok https://t.co/DGFhycS9WJ
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App Economy Insights
Cloud market share — Q1 2025:
🟠 AWS 29%.
🔵 Azure 22%.
🔴 Google Cloud 12%.
Microsoft gained a point.
The gap is narrowing. https://t.co/UsDL6DMpOa
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Cloud market share — Q1 2025:
🟠 AWS 29%.
🔵 Azure 22%.
🔴 Google Cloud 12%.
Microsoft gained a point.
The gap is narrowing. https://t.co/UsDL6DMpOa
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