⁠Wall St Engine
NOVO NORDISK CHAIR $NVO: NO CHANGE TO NOVO NORDISK 2025 GUIDANCE
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⁠Wall St Engine
Yipit on $GOOGL: “Search is alive and well.” Weekly ad spend growth picked up over the last two weeks (both nominal and FX-adjusted), and 2Q25 Ad + Search & Other revenue trends look ahead of Visible Alpha consensus so far this quarter.
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⁠Wall St Engine
JPMorgan Raises $CAVA PT to $115 from $110, Says Long-Term Growth Story Reaffirmed by 1Q25 Results, Maintains Overweight Rating

Analyst comments: "CAVA shares have traded in a very wide range since its $22 IPO on June 14, 2023, reaching as high as $172 on November 13, 2024. First-quarter 2025 results reaffirm our recent re-upgrade of the stock at $81 on March 20, 2025, with a 'buy now and own for the long term' opinion.

CAVA has significant U.S. white space for expansion beyond its current multi-market success, is generating free cash flow unusually early on a high cash balance, and has several near-term operational and brand initiatives to drive both sales and profits. We see the current 382 units expanding to a range of 2,000–3,500 units through 2037–2043. Our valuation blends these scenarios at 20x terminal EPS and a 7% discount rate to arrive at our new $115 December 2026 price target, up from $110 (Dec 2025)."

Analyst: John Ivankoe
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⁠Wall St Engine
$GOOGL CEO: “Quantum feels like where AI was in 2015... in 5 years, you’ll see the ‘aha’ moment — useful computation far better than classical.” https://t.co/clXEmN0GMH
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⁠Wall St Engine
US APR HOUSING STARTS +1.6% TO 1.361M; CONSENSUS +2.7%

BUILDING PERMITS -4.7% TO 1.412M RATE IN APR
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⁠Investing visuals
$MSFT: a breakdown of the operating system of the world. https://t.co/WcCBo97XPk
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⁠Wall St Engine
U.S. APRIL IMPORT PRICES +0.1% (EST. -0.4%)

NON-PETROLEUM IMPORT PRICES +0.4% M/M, +1.3% Y/Y
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⁠Wall St Engine
RUSSIA DELEGATION REPORTEDLY DEMANDS CONTROL OVER 5 UKRAINE REGIONS; DEMANDS WERE ANNOUNCED DURING TALKS IN ISTANBUL — BLOOMBERG
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⁠Wall St Engine
$GOOGL CEO: “AI Overviews is now being used by over 1.5 billion users in over 150 countries... With AI Overviews... it's the same [ad revenue] as without AI Overviews. We’ve reached that stage... From there, we can improve.”
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⁠Wall St Engine
Supermicro $SMCI has signed an MOU with DataVolt to build hyperscale AI campuses in Saudi Arabia. The partnership targets $20B+ in AI infrastructure, using Supermicro’s liquid-cooled GPU systems powered by renewable energy. Deal aims to scale efficient, net-zero data centers.
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (May 16, 2025)

$SPY +0.10% 🟩
$QQQ +0.16% 🟩
$DJI +0.05% 🟩
$IWM +0.03% 🟩
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⁠Investing visuals
$NBIS: everything you need to know, visualized:

• The all-in-one AI package
• Business segments
• Sentiment
• Global expansion
• Total Addressable Market
• Quarterly revenue
• Gross margins
• Balance Sheet
• Valuation

A thread 🧵👇 https://t.co/ENSz20e3vA
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