⁠App Economy Insights
$BABA Alibaba Q4 FY25 (ending March):

• Revenue +7% Y/Y to $32.6B ($0.7B miss).
• Operating margin 12% (+5pp Y/Y).
• Free cash flow margin 2% (-5pp Y/Y).
• Non-GAAP EPADS $1.73 ($0.05 miss). https://t.co/xOILQI5vaX
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⁠Wall St Engine
MEXICO 🇲🇽 PRESIDENT CALLS U.S. REPUBLICANS' PROPOSAL TO TAX REMITTANCES 'UNACCEPTABLE'
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⁠Wall St Engine
US homebuilder sentiment dropped to 34 in May, the lowest since 2023. “Persistent elevated interest rates, policy uncertainty and material costs hurt builder sentiment,” said NAHB Chair Buddy Hughes.
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⁠Wall St Engine
TRUMP TARGETS BILLIONS IN ENERGY GRANTS FOR NEW ROUND OF AUDITS
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⁠App Economy Insights
$WMT Walmart Q1 FY26 (ending in April):

• Revenue +3% Y/Y to $165.6B ($1.2B beat).
• Non-GAAP EPS $0.61 ($0.03 beat).
• Walmart US comp sales +4.5%.
• E-commerce +22% Y/Y.
• Advertising +50% Y/Y.

FY26 Guidance:
• Net sales +3% to 4% Y/Y (unchanged). https://t.co/DbqUfGd3w8
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⁠Quiver Quantitative
JUST IN: Representative Thomas Kean Jr. just filed a purchase of nVent Electrict stock, $NVT.

Kean sits on the House Committee on Energy & Commerce. https://t.co/tOUPjtxaDD
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⁠Wall St Engine
COREWEAVE $CRWV SIGNED UP TO $4B ADDITIONAL DEAL WITH OPENAI
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⁠Hidden Value Gems
My latest post on the current markets, Berkshire, Airbnb and a few UK small caps.

Enjoy! 😀 https://t.co/pAcmmSxCqr
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⁠Wall St Engine
UnitedHealth $UNH was the top weight in the Dow just a month ago—now it’s slipped to No. 7 at 4.5% after falling 60% over 22 trading days. Shares dropped another 20% today following a WSJ report that DOJ has opened a criminal probe into the company. https://t.co/GgLHzlRWF2
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⁠Wall St Engine
SALESFORCE $CRM TO ACQUIRE AI AGENTS STARTUP CONVERGENCE – INFORMATION
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⁠Wall St Engine
Thoma Bravo has reportedly sold its remaining stake in Nasdaq $NDAQ for $3.4 billion, according to Bloomberg. The final block—25.5 million shares—was offloaded on May 13 at $80.68 per share.
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⁠Wall St Engine
The race for 2025’s top market cap is tight— $NVDA, $MSFT, and $AAPL all sit above $3T.

Microsoft is just 2% from ATH, Apple is navigating tariffs and manufacturing shifts, while Nvidia keeps landing major AI deals, including those announced by Trump in the Middle East. https://t.co/7XIEghXTk3
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⁠Wall St Engine
US HOUSE SPEAKER JOHNSON: WE'RE STILL ON THE PATH TO PASS THE TRUMP TAX BILL NEXT WEEK.
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⁠Wall St Engine
Back in 2019, Musk said leased $TSLA's couldn’t be bought at lease-end because they'd join a robotaxi fleet. That fleet never happened—now Reuters says Tesla’s been flipping those returned cars, upgrading the software and reselling them for more than lessees would’ve paid.
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