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Wall St Engine
Ecuador and Palantir $PLTR have partnered to support the country’s digital transformation, starting with customs enforcement. The AI tools will help detect high-risk operations, fight smuggling, and boost legal trade. https://t.co/404j0POSI2
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Ecuador and Palantir $PLTR have partnered to support the country’s digital transformation, starting with customs enforcement. The AI tools will help detect high-risk operations, fight smuggling, and boost legal trade. https://t.co/404j0POSI2
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App Economy Insights
Zillow co-founder Spencer Rascoff’s new startup, Pacaso (they’re sponsoring us), is disrupting the $1.3T vacation home market.
Backed by Softbank
$110M+ in gross profits
Nasdaq ticker $PCSO reserved
Invest for just $2.80/share by midnight PT.👇https://t.co/83auTLIETd
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Zillow co-founder Spencer Rascoff’s new startup, Pacaso (they’re sponsoring us), is disrupting the $1.3T vacation home market.
Backed by Softbank
$110M+ in gross profits
Nasdaq ticker $PCSO reserved
Invest for just $2.80/share by midnight PT.👇https://t.co/83auTLIETd
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Capital Employed
49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/R8JChwVNsJ https://t.co/4tSCje8oq1
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49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/R8JChwVNsJ https://t.co/4tSCje8oq1
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Wall St Engine
WSJ reports Trump’s team is preparing a fallback tariff plan if courts strike down the current approach. They’re eyeing Section 122 of the 1974 Trade Act, which allows up to 15% tariffs for 150 days. The move would buy time to build a more legally durable case under Section 301. https://t.co/Csw7B89om1
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WSJ reports Trump’s team is preparing a fallback tariff plan if courts strike down the current approach. They’re eyeing Section 122 of the 1974 Trade Act, which allows up to 15% tariffs for 150 days. The move would buy time to build a more legally durable case under Section 301. https://t.co/Csw7B89om1
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Wall St Engine
Treasury Sec. Bessent says US-China trade talks are “a bit stalled” and may need a Trump-Xi call to move forward. Bessent expects more talks in the next few weeks. https://t.co/MRKHZtatZL
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Treasury Sec. Bessent says US-China trade talks are “a bit stalled” and may need a Trump-Xi call to move forward. Bessent expects more talks in the next few weeks. https://t.co/MRKHZtatZL
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Wall St Engine
U.S. CORPORATE PROFITS DROP 2.9% IN Q1 — the sharpest fall since 2020, per BEA. https://t.co/GY4ik9DeAH
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U.S. CORPORATE PROFITS DROP 2.9% IN Q1 — the sharpest fall since 2020, per BEA. https://t.co/GY4ik9DeAH
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Wall St Engine
Piper Sandler Downgrades $ZS to Neutral from Overweight, Raises PT to $260 from $235
Analyst comments: "While the year appears to be playing out as we had hoped, with the company topping 3Q metrics and the back half billings ramp appearing less daunting given quarterly performance, the recent run in shares (+30% over past 3 months) have us mulling upside from here. Especially in light of integrating an acquisition, a pending guide for the coming FY (ARR-based which could dip below the 20% threshold) and looming Fed uncertainty. We don't think investors should chase what has been solid performance (fundamentals and stock) and should look for more compelling entry points to buy shares. Downgrading to Neutral with a $260 target."
Analyst: Ron Owens
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Piper Sandler Downgrades $ZS to Neutral from Overweight, Raises PT to $260 from $235
Analyst comments: "While the year appears to be playing out as we had hoped, with the company topping 3Q metrics and the back half billings ramp appearing less daunting given quarterly performance, the recent run in shares (+30% over past 3 months) have us mulling upside from here. Especially in light of integrating an acquisition, a pending guide for the coming FY (ARR-based which could dip below the 20% threshold) and looming Fed uncertainty. We don't think investors should chase what has been solid performance (fundamentals and stock) and should look for more compelling entry points to buy shares. Downgrading to Neutral with a $260 target."
Analyst: Ron Owens
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