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U.S. posts a $258.4B budget surplus in April, slightly above expectations. Customs duties jumped 130% y/y to $16B amid new tariffs. Fiscal YTD deficit now stands at $1.05T vs. $855B this time last year. April receipts hit $850B, outlays $592B. https://t.co/o2fpiisBYh
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U.S. BANKS REPORT DROP IN DEMAND FOR C&I LOANS IN Q1, WEAKEST FOR LARGE FIRMS SINCE Q3 IN A REVERSAL OF Q4 STRENGTH -- FED SURVEY
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The GOP’s new tax bill would end the EV tax credit early and add a $10K auto loan interest deduction. It also raises the debt ceiling by $4T, boosts deductions for seniors, and exempts tips and OT pay from taxes through 2028.
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TAX BILL OMITS TRUMP PROPOSAL FOR MILLIONAIRE TAX BRACKET
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Apple $AAPL is bringing an AI-powered battery optimization mode to iOS 19 this fall, aimed at boosting battery life by learning user behavior. It’s especially built to support the thinner iPhone 17 Air, which will have a smaller battery. Feature will roll out to all iPhones with iOS 19. (Bloomberg)
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Fed's Goolsbee: Tariffs Will Still Have Stagflationary Impluse; Temp Nature Of Deal Would Weigh On The Economy - NYT
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US MULLS LARGE CHIP SALE TO EMIRATI AI FIRM G42: NYT
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RT @wallstengine: Lilly’s $LLY Zepbound outperformed $NVOs's Wegovy in the full SURMOUNT-5 trial, delivering 47% greater weight loss (20.2% vs 13.7%) and sharper waist reduction. https://t.co/1nvDJ2axbu
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S&P 500 Closing Bell Heatmap (May 12, 2025)

$SPY +3.28% 🟩
$QQQ +4.07% 🟩
$DJI +2.81% 🟩
$IWM +3.55% 🟩

S&P 500 Opening Bell Heatmap (May 12, 2025)

$SPY +3.03% 🟩
$QQQ +3.83% 🟩
$DJI +2.63% 🟩
$IWM +4.19% 🟩 - Wall St Engine
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NASDAQ 100 $QQQ RECORDS 2ND BIGGEST DAILY GAIN SINCE MAR. 2022 https://t.co/7LNS9GnTdc
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$ACHR | Archer Aviation Q1'25 Earnings Highlights

🔹 Revenue: Not specified (pre-revenue stage)
🔹 Net Loss: $(93.4)M, improved from $(116.5)M YoY
🔹 Adj EBITDA: $(109.0)M, widened from $(86.8)M YoY
🔹 Total Operating Expenses (GAAP): $144.0M, flat YoY
🔹 Non-GAAP Operating Expenses: $113.1M, +$24M YoY
🔹 Cash & Equivalents: $1.03B, +$195.9M QoQ (record high)
🔹 Cash Burn (Ops + Investing): $(104.6)M
🔹 Shares Outstanding: ~540.4M
🔹 EPS (GAAP): $(0.17), improved from $(0.36) YoY

Strategic & Commercial Updates
🔸 UAE launch on track – Midnight aircraft delivery expected in coming months; infrastructure approved
🔸 First "Launch Edition" customers: Abu Dhabi Aviation & Ethiopian Airlines
🔸 Palantir partnership – Joint development of AI-based aviation systems
🔸 NYC air taxi network with United Airlines – Ongoing infrastructure and operational planning

Q2 2025 Guidance
🔹 Adjusted EBITDA: $(100)M to $(120)M
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$ASTS Q1'25 Business Update:

Commercialization Outlook
🔹 Expects H2 2025 revenue opportunity of $50–75M from early network deployments
🔹 Continuing rollout of direct-to-device broadband with AT&T, Rakuten, Verizon, Vodafone
🔹 Planning broadband activations across U.S., Europe, Japan using premium low-band spectrum

Technology & Network Highlights
🔸 Completed two-way broadband video calls using unmodified smartphones in U.S., Europe, and Japan
🔸 Block 1 satellites: 693 sq ft; 10x BW3 capacity
🔸 Block 2 satellites: 2,400 sq ft; 100x BW3 capacity

Strategic & Operational Developments
🔸 Announced multi-provider satellite launch plan with five launches scheduled over 6–9 months
🔸 Manufacturing ramp: targeting 6 satellites/month cadence in 2025; phased array cadence to be met by Q3
🔸 On track with manufacturing of 40 Block 2 BlueBird satellites, procuring for over 50 total
🔸 Initiated gateway equipment bookings of $13.6M in Q1, expected ~$10M per quarter in 2025
🔸 Signed new DIU contract (up to $20M) for U.S. Government support via a prime contractor

Other Metrics:
🔹 Cash Position: $874.5M as of March 31, 2025 (vs. $567.5M as of Dec 31, 2024)
🔹 Adjusted Operating Expenses: $44.9M (vs. $40.8M in Q4 2024)
🔹 Capital Expenditures: $124.1M (vs. $86.0M in Q4 2024)

Regulatory & Spectrum Progress
🔸 Received FCC STA for Band 14 FirstNet testing (public safety broadband)
🔸 Established coordination agreement with U.S. National Science Foundation
🔸 Signed long-term access to 45 MHz of premium mid-band U.S. spectrum
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Amazon $AMZN just struck a new delivery deal with FedEx $FDX after $UPS started cutting back. The move gives Amazon a cheaper option to handle its growing volume, especially for bulky items like TVs. It’s the first time since 2019 the two are working together.

Source: BI
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