⁠Wall St Engine
PERPLEXITY AI IS REPORTEDLY RAISING $500M AT A $14B VALUATION, UP FROM $9B JUST SIX MONTHS AGO. - WSJ https://t.co/cHzjWVlMSh
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⁠Wall St Engine
GOOGLE JUST TWEAKED ITS ICONIC “G” LOGO FOR THE FIRST TIME IN NEARLY 10 YEARS https://t.co/1O1xS7Jciz
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⁠App Economy Insights
$CRWV CoreWeave reports on Wednesday.

Here's everything you should know from the S-1.
https://t.co/XjLsKwKBCf
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⁠Wall St Engine
S&P 500 is up 14% since Trump told Americans on April 9 it was “a great time to buy” stocks—just hours before announcing a tariff pause. It’s the strongest 21-day rally of his presidency outside the COVID era. He doubled down again on May 8. The market clearly listened. ( https://t.co/2qBnr9tf9w
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $TMO trading for its lowest multiple in the past 5 years — an excellent consideration for investment 🧬

I’ll soon share a detailed $TMO quality valuation analysis https://t.co/qHuvD6PMUy
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⁠Wall St Engine
BOE'S TAYLOR: US-UK TRADE DEAL IS 'QUITE SLENDER'
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⁠Wall St Engine
U.S. safety officials are pressing Tesla $TSLA for answers on its planned paid robotaxi rollout in Austin next month, focusing on how the system will handle poor visibility. NHTSA is already investigating FSD crashes in low-visibility conditions & wants more detail before launch. https://t.co/yoRYZbGkX3
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⁠Wall St Engine
Truist says the White House's drug pricing push will likely zero in on branded meds, especially those with ex-US sales—like cancer, weight loss, and asthma drugs. Generics like $AMRX and $ANIP may be spared for now, but names like $BHC, $COLL, and $PCRX could land in future negotiations.
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⁠Wall St Engine
$GOOGL LAUNCHES AI FUTURES FUND:

The new initiative will invest in startups using DeepMind’s AI tools—from seed to late stage. Perks include early access to models, Google Cloud credits, and expert support. Apps open May 12. Past participants include Viggle and Toonsutra.
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⁠The All-In Podcast
Trump🇺🇸 vs The Federal Reserve🏦

On E227, the besties debated if the Federal Reserve was acting politically by holding off on rate cuts, or if its "wait and see" approach was warranted given tariff uncertainty.

According to Polymarket, "No change" is the most likely outcome for the next three Fed decisions:

-- 90% chance of "No change" in June

-- 72% chance of "No change" in July

-- 52% chance of "No change" in September

Why do you think the Fed is holding off on rate cuts?
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⁠Wall St Engine
HARLEY-DAVIDSON CUTS TARIFF IMPACT ESTIMATE:

After the U.S.-China deal, $HOG now sees $45M in tariff savings, lowering its 2025 China tariff hit to $30–$55M. If 30% tariffs hold through year-end, that drops to $10–$35M. HDFS deal also progressing, with updates expected next Qtr.
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