�𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Wall St Engine
RT @wallstengine: Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
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TRUMP TRADE ADVISER NAVARRO: WE'RE GOING TO TAKE GOOD CARE OF BOEING
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⁠Investing visuals
$GOOGL is now down 🔻24% from its February peak, driven by concerns over AI’s impact on search.

What are your thoughts on $GOOGL right now? https://t.co/GYOHg0VEHS
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$META IN TALKS TO DEPLOY STABLECOINS AFTER ABANDONING LANDMARK CRYPTO PROJECT: FORTUNE
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Bank of America is sticking with its Buy rating on $GOOGL arguing the core Google Ads & Play businesses trade at just 9x 2026E earnings, well below the S&P 500’s 20x, which they see as compelling value (based on $285 in estimated GAAP EPS for 2026).

That valuation excludes contributions from YouTube, Cloud, Waymo, cash, and still-bleeding Other Bets—so there’s plenty of optionality.

BoA also highlights that total queries are growing, including on Apple devices, potentially thanks to tools like Circle to Search, image and voice search, the Google app, and Gemini.

On the Apple Safari TAC deal, they estimate it made up about 26% of 2025 net search revenue and 30% of profits, assuming gross revenue from Safari grew 44% over three years. But even with that risk, they believe the downside is priced in—with $GOOGL trading at just 15x 2026 earnings.
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TRUMP ADMIN is weighing a move to slash China 🇨🇳 tariffs to as low as 50%-54% ahead of key trade talks in Switzerland next week, per NYP.
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TRUMP SEEKS TAX HIKE ON WEALTHY WHO EARN $2.5 MILLION OR MORE
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JD VANCE: POWELL HAS BEEN WRONG ABOUT ALMOST EVERYTHING
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JD VANCE: ELON MUSK IS NOT DISAPPEARING, MORE WASTE CAN BE FOUND
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⁠Wall St Engine
Dating app parent Match Group (owns Tinder, Hinge, OkCupid, etc.) is cutting 13% of its staff—around 325 roles—as it restructures to streamline operations and cut costs. CEO says it’s about moving from siloed brands to one unified company. $100M+ in annual savings expected.
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⁠Wall St Engine
UK official says the deal with the U.S. is not a finished trade agreement, but it is substantive. 'We've got more serious work to do.' On the sectoral front, there are vital wins for the UK on steel, autos, pharmaceuticals, and aerospace
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⁠Wall St Engine
S&P 500 Closing Bell Heatmap (May 08, 2025)

$SPY +0.68% 🟩
$QQQ +1.03% 🟩
$DJI +0.62% 🟩
$IWM +1.92% 🟩 https://t.co/gU7YL3e3A3

S&P 500 Opening Bell Heatmap (May 08, 2025)

$SPY +0.71% 🟩
$QQQ +1.02% 🟩
$DJI +0.50% 🟩
$IWM +1.16% 🟩 - Wall St Engine
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$TTD Q1 Earnings 🚨

• Revenue $616 Mln vs Est. $575 Mln (7% beat)
• EPS $0.33 vs Est. $0.25 (32% beat)

Shares are up +11% after hour https://t.co/QaSkkXUtVX
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