⁠Wall St Engine
WSJ: The Trump administration is ramping up pressure on the 🇪🇺 EU, accusing it of pushing censorship through digital rules like the Digital Services Act. The State Dept. is leading efforts, calling the EU part of a “global censorship-industrial complex” threatening U.S. tech & free speech.
tweet

⁠Wall St Engine
STATE OF WISCONSIN INVESTMENT BOARD EXITS BITCOIN ETF POSITION: SEC FILING
tweet

⁠Wall St Engine
COINBASE $COIN HACKERS HAD ACCESS TO CUSTOMER DATA SINCE JANUARY
tweet

⁠Quiver Quantitative
RT @lawler4ny: Just another reason why stock trading by members of Congress or their spouses should be banned.

The appearance of impropriety, or worse, is too great.

Wow.

We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.

It caught our eye, because it was a small company that no one in Congress had traded for years.

The stock has now risen 64% since her purchase last month.

Look at this graph: https://t.co/SvFktRTKsh - Quiver Quantitative
tweet

⁠Wall St Engine
$META is delaying its rollout of “Behemoth,” the company’s flagship Llama 4 AI model, citing underwhelming performance. Originally aimed for a spring release, it’s now pushed to fall or later. Internal frustrations and possible AI team shakeups are brewing. (WSJ) https://t.co/WJrz91Sk5b
tweet

⁠Quiver Quantitative
It has been 43 days since the "liberation day" tariff announcements.

The filing deadline for congressional stock trades is 45 days.

Buckle up.

(And follow here for alerts)
tweet

⁠Wall St Engine
HHS TO STOP RECOMMENDING ROUTINE COVID SHOTS FOR CHILDREN, PREGNANT WOMEN -- WSJ
tweet

⁠Wall St Engine
OPENAI'S SAM ALTMAN: SOON WE HAVE ANOTHER LOW-KEY RESEARCH PREVIEW TO SHARE WITH YOU ALL; WE WILL NAME IT BETTER THAN CHATGPT THIS TIME IN CASE IT TAKES OFF https://t.co/6QpDuNJ7Hm
tweet

⁠Wall St Engine
S&P 500 Closing Bell Heatmap (May 15, 2025)

$SPY +0.47% 🟩
$QQQ +0.11% 🟩
$DJI +0.65% 🟩
$IWM +0.63% 🟩

S&P 500 Opening Bell Heatmap (May 15, 2025)

$SPY -0.34% 🟥
$QQQ -0.51% 🟥
$DJI -0.44% 🟥
$IWM -0.04% 🟥 - Wall St Engine
tweet

⁠Quiver Quantitative
We should be getting quarterly portfolio updates from Warren Buffett, Michael Burry, and Bill Ackman in the next few hours.

Check out the Quiver mobile app if you want to receive notifications on their new holdings as soon as we get them. https://t.co/N7ZO4R61tE
tweet

⁠Wall St Engine
$DOCS | Doximity Q4'25 Earnings Highlights

🔹 Revenue: $138.3M (Est. $134.03M) 🟢; UP +17% YoY
🔹 Adj EPS: $0.38 (Est. $0.27) 🟢
🔹 Subscription Rev: $131.9M; UP +17% YoY

FY26 Guidance:
🔹 Revenue: $619M–$631M (Est. $639.4M) 🔴
🔹 Adjusted EBITDA: $333M–$345M

Q1 FY26 Guidance:
🔹 Revenue: $139M–$140M (Est. $143.4M) 🔴
🔹 Adjusted EBITDA: $71M–$72M

Other Metrics:
🔹 Adj EBITDA: $69.7M; UP +24% YoY (Margin: 50.4%, vs. 47.8% YoY)
🔹 Non-GAAP Net Income: $77.7M; UP from $51.0M YoY (Margin: 56.2%, vs. 43.2%)
🔹 Operating Cash Flow: $98.5M; UP +54% YoY
🔹 Free Cash Flow: $97.0M; UP +56% YoY

CEO Jeff Tangney's Commentary:
🔸 “We closed out fiscal 2025 on a high note, with record engagement, strong profits, and 20% annual revenue growth.”
🔸 “Our newsfeed, workflow, and AI tools all hit fresh highs in Q4, helping doctors save time and provide the best care for their patients.”
tweet