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S&P 500 Closing Bell Heatmap (May 06, 2025)

$SPY -0.83% 🟥
$QQQ -0.93% 🟥
$DJI -0.95% 🟥
$IWM -1.09% 🟥

S&P 500 Opening Bell Heatmap (May 06, 2025)

$SPY -1.01% 🟥
$QQQ -1.33% 🟥
$DJI -0.75% 🟥
$IWM -1.10% 🟥 - Wall St Engine
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CARNEY: ASKED TRUMP TO STOP CALLING CANADA 51ST STATE TODAY; PRESIDENT WILL SAY WHAT HE SAYS; FEEL BETTER ABOUT RELATIONS IN MANY RESPECTS
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$TEM Q1 Earnings 🚨

• Revenue $255M vs $248M Est.
• EPS ($0.24) vs. ($0.27) Est.
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$WYNN Resorts Q1'25 Earnings Highlights

🔹 Revenue: $1.70B (Est: $1.75B) 🔴
🔹 Adj EPS: $1.07 (Est: $1.31) 🔴
🔹 Adj Net Income: $113.1M (Est: $137.2M) 🔴
🔹 Adjusted Property EBITDAR: $532.9M (Est: $561.8M) 🔴

Segment Breakdown
Macau; Wynn Palace:
🔹 Revenue: $535.9M (vs. $586.9M YoY)
🔹 EBITDAR: $161.9M (vs. $202.4M YoY)
🔹 VIP win rate: 2.61% (vs. 3.30% YoY)
🔹 Mass win rate: 24.8% (vs. 24.5% YoY)

Wynn Macau:
🔹 Revenue: $330.0M (vs. $411.7M YoY)
🔹 EBITDAR: $90.2M (vs. $137.2M YoY)
🔹 VIP win rate: 1.09% (vs. 3.39% YoY)
🔹 Mass win rate: 18.7% (vs. 19.4% YoY)

U.S. Properties
🔹 Las Vegas Operations:
🔹 Revenue: $625.3M (vs. $636.5M YoY)
🔹 EBITDAR: $223.4M (vs. $246.3M YoY)
🔹 Table win %: 24.3% (within expected 22–26%)

Encore Boston Harbor:
🔹 Revenue: $209.2M (vs. $217.8M YoY)
🔹 EBITDAR: $57.5M (vs. $63.1M YoY)
🔹 Table win %: 20.5% (within expected 18–22%)

Strategic & Financial Updates
🔸 Declared $0.25/share dividend, payable May 30, 2025
🔸 Repurchased 2.36M shares for $200M in Q1; $613M buyback authorization remaining
🔸 UAE Project (Wynn Al Marjan Island): hotel tower reached 47th floor; $682.9M contributed to date
🔸 Board remains confident in long-term capital returns; continued free cash flow strength from Macau
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$TEM | Tempus AI Q1'25 Earnings Highlights

🔹 Revenue: $255.7M (Est: $248M) 🟢
🔹 Adj EPS: ($0.24) (Est: -$0.27) 🟢
🔹 Adj EBITDA: ($16.2M) (Est: -$22M) 🟢

FY25 Guidance
🔹 Revenue: $1.25B (Est: $1.24B) 🟢
🔹 Adj EBITDA: +$5M (Est: $5M) 🟡

Other Q1 Metrics:
🔹 Net Loss: ($68.0M) (vs. $64.7M YoY)
🔹 Gross Profit: $155.2M (vs. $77.7M YoY) +99.8%
🔹 Gross Margin: ~61%

Segment Breakdown
🔹 Genomics Revenue: $193.8M (+88.9% YoY)
🔹 Oncology Testing: $119.0M (+31% YoY)
🔹 Hereditary Testing (Ambry): $63.5M (+23% unit growth)
🔹 Data & Services Revenue: $61.9M (+43.2% YoY)
🔹 Insights/Data Licensing Growth: +58% YoY

Strategic & Operational Highlights
🔸 Secured $200M in model/data licensing deals via AstraZeneca & Pathos collaboration
🔸 Completed Ambry Genetics acquisition
🔸 Announced new partnerships with Illumina & Deep 6 AI
🔸 Launched olivia, an AI-powered personal health concierge
🔸 National rollout of xT CDx test at $4,500 per test
🔸 Adj EBITDA improved by $27.8M YoY
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$UPST | Upstart Q1'25 Earnings Highlights

🔹 Revenue: $213.4M (Est: $199.5M) 🟢
🔹 Adj EPS: ($0.03) (Est: $0.17) 🔴
🔹 Adj Net Income: $25M (Est: $16M) 🟢

Q2'25 Guidance
🔹 Revenue: ~$225M (Est: $223.7M) 😐
🔹 Adj EBITDA: ~$37M
🔹 Adj Net Income: ~$25M
🔹 GAAP Net Loss: ~-$10M

FY25 Guidance
🔹 Revenue: ~$1.01B (Est: $1.001B) 😐
🔹 Adj EBITDA Margin: ~19%
🔹 Revenue from Fees: ~$920M
🔹 Net Interest Income: ~$90M
🔹 GAAP Net Income expected positive in H2

Other Metrics:
🔹 Adj EBITDA: $42.6M
🔹 Contribution Margin: 55% (vs. 59% YoY)
🔹 GAAP Net Loss: -$2.4M (vs. -$64.6M YoY)
🔹 Loan Volume: $2.1B (+89% YoY)
🔹 Loans Originated: 240,706 (+102% YoY)
🔹 Conversion Rate: 19.1% (vs. 14.0% YoY)

Strategic & Operational Updates
🔸 Signed $1.2B loan-purchase agreement with Fortress through March 2026
🔸 90% of Q1 loans were fully automated
🔸 Hosting Upstart AI Day on May 14, 2025
🔸 CEO: “AI is delivering a radically better product for consumers”
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PAKISTAN MILITARY SPOKESMAN: SOME TIME AGO, INDIA ATTACKED PAKISTAN IN THREE LOCATIONS WITH MISSILES – ARY

PAKISTAN WILL RESPOND TO ATTACKS BY INDIA - PAKISTAN MILITARY SPOKESMAN TELLS ARY
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$ALAB | Astera Labs Q1'25 Earnings Highlights

🔹 Revenue: $159.4M (Est: $152M) 🟢
🔹 Adj EPS: $0.33 (Est: $0.28) 🟢
🔹 Adj Oper Income: $53.7M (Est: $47M) 🟢
🔹 Gross Margin: 74.9%

Q2'25 Guidance
🔹 Revenue: $173M (Est: $160M) 🟢
🔹 Adj EPS: $0.33 (Est: $0.30) 🟢
🔹 Adj Operating Income: $54M (Est: $51M) 🟢

Strategic & Operational Updates
🔸 Revenue up 13% QoQ and 144% YoY on strong AI/cloud demand
🔸 Shipping PCIe Gen 6 Scorpio Switches and Aries 6 Retimers
🔸 New NVIDIA Blackwell-based MGX platform reference design
🔸 Expanded Cloud-Scale Interop Lab; showcased PCIe 6 interoperability with NVIDIA & Micron
🔸 Dr. Craig Barratt appointed to Board of Directors
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PAKISTAN INTERNATIONAL AIRLINES SPOKESPERSON SAYS FLIGHTS ALREADY AIRBORNE HAVE BEEN DIVERTED TO KARACHI
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$RIVN | Rivian Q1'25 Earnings Highlights

🔹 Revenue: $1.24B (Est: $981.2M) 🟢
🔹 Adj Gross Profit: $206M (vs. -$527M YoY)
🔹 Adj EBITDA: -$329M (vs. -$798M YoY)
🔹 Cash & Equivalents: $4.69B (Est: $5.3B) 🔴
🔹 Net Loss: -$545M (vs. -$1.45B YoY)
🔹 Gross Margin: +17% (vs. -44% YoY)

2025 Guidance
🔹 FY Deliveries: 40K–46K (Prior: 46K–51K) 🔴
🔹 FY Adj EBITDA Loss: ($1.7B) to ($1.9B)
🔹 FY Capex: $1.8B–$1.9B (Prior: $1.6B–$1.7B) 🔴

Operational Highlights
🔸 Production: 14,611 vehicles | Deliveries: 8,640
🔸 Secured $1B investment from VW Group (expected June 30)
🔸 Completed 36K+ demo drives in Q1, record for the company
🔸 R2 development on track; first-half 2026 production timeline affirmed
🔸 Partnered with HelloFresh (70 Rivian vans deployed)
🔸 CEO notes ~$3,000 tariff impact per vehicle
🔸 Hosting AI Day and expanding fleet partnerships
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THE INDIAN ARMED FORCES LAUNCHED ‘OPERATION SINDOOR’, HITTING TERRORIST INFRASTRUCTURE IN PAKISTAN AND PAKISTAN-OCCUPIED JAMMU AND KASHMIR -STATEMENT

NO PAKISTANI MILITARY FACILITIES HAVE BEEN TARGETED-STATEMENT
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⁠Wall St Engine
$AMD Q1'25 Earnings Highlights

🔹 Revenue: $7.44B (Est: $7.11B) 🟢
🔹 Non-GAAP EPS: $0.96 (Est: $0.95) 🟢
🔹 Non-GAAP Gross Margin: 54% (vs. 52% YoY)

Segment Highlights
🔹 Data Center: $3.7B (↑57% YoY) – driven by EPYC CPUs and Instinct GPUs
🔹 Client + Gaming: $2.9B (↑28% YoY)
🔹 Client: $2.3B (↑68% YoY) – driven by Zen 5 Ryzen demand
🔹 Gaming: $647M (↓30% YoY) – decline in semi-custom
🔹 Embedded: $823M (↓3% YoY)

Q2 Outlook
🔹 Revenue: ~$7.4B ± $300M (in-line)
🔹 Non-GAAP Gross Margin: 43% including $800M inventory charge
🔹 Excluding charge, Gross Margin: ~54%

Strategic & Product Highlights
🔸 Closed ZT Systems acquisition to strengthen data center presence
🔸 Frontier AI support expanded (Meta Llama 4, Google Gemma 3) via ROCm stack
🔸 Dell, Jio, Cisco, Nokia partnerships across AI/Telecom
🔸 Radeon RX 9070 XT and Ryzen 9950X3D launched for gaming/content creation
🔸 Core42 deploying Instinct GPUs to power France’s top AI center
🔸 Supports UALink 1.0 standard; continues hyperscaler momentum (Oracle, Google)
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$AMD Q1 Earnings 🚨

• Revenue $7.4B vs $7.2B Est.
• EPS $0.96 vs. $0.93 Est.
• Data center revenue $3.7B vs $3.52B Est.

Q2 Outlook: $7.10B-$7.70 vs $7.24B Est.
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INDIA 🇮🇳 GOVT: "OUR ACTIONS HAVE BEEN FOCUSED, MEASURED AND NON-ESCALATORY IN NATURE"

THE INDIAN ARMED FORCES LAUNCHED ‘OPERATION SINDOOR’, HITTING TERRORIST INFRASTRUCTURE IN PAKISTAN AND PAKISTAN-OCCUPIED JAMMU AND KASHMIR -STATEMENT

NO PAKISTANI MILITARY FACILITIES HAVE BEEN TARGETED-STATEMENT - Wall St Engine
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