The Wall St Engine
@TheWallStEngine
Fast,accurate,consistent stock market news,earnings highlights & more.One-stop for traders/investors. Not financial advice. http://buymeacoffee.com/wallstengine
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JPM on $MRVL: mgmt. “made it crystal clear” they have production orders in hand for the next-gen XPU with their lead customer for all of next year, which is already baked into the 20% AI ASIC growth guide. “We've been as clear as we possibly can and not sure what else we can say”
Michael Burry’s Scion Asset Management filed its latest 13F showing new puts in $PLTR and $NVDA, new calls in $PFE and $HAL, and a new equity position in $MOH.
Starbucks $SBUX is forming a joint venture with Boyu Capital to operate its China retail business, selling a 60% stake valued at about $4B (cash-free, debt-free) while retaining 40%. The deal values Starbucks China at over $13B, factoring in the sale, its retained stake, and…
$NOVT | Novanta Q3’25 Earnings Highlights 🔹 Revenue: $247.8M (Est. $245.9M) 🟢; UP +1.4% YoY 🔹 Adj EPS: $0.87 (Est. $0.82) 🟢; UP +2% YoY 🔹 Adj EBITDA: $58.1M; UP +2% YoY 🔹 Book-to-Bill: 1.03x; Bookings UP +17% YoY Guidance: 🔹 Q4 Revenue: $253M–$257M (Est. $255.2M) 🟡 🔹…
Anthropic signed a major deal with Cognizant $CTSH, which will roll out Claude AI to all 350,000 employees and become one of Anthropic’s three largest customers. Cognizant will also sell Claude to its business clients across finance, healthcare, and life sciences. Anthropic…
$OPEN NAMES KAZ NEJATIAN AS CEO; PREVIOUSLY SERVED AS COO OF SHOPIFY
Canaccord Genuity Upgrades $OKTA to Buy from Hold, Raises PT to $120 from $115 Analyst comments: "As we've calibrated a number of factors over the past few quarters, including 1) an ever-evolving guidance philosophy, 2) ongoing sales force specialization efforts, and 3)…
US Commerce Dept has started issuing licences for Nvidia $NVDA to export its H20 AI chips to China, per FT.
UPCOMING KEY EVENTS – WEEK OF AUG 10, 2025 Mon: $MNDY, $B, $RUM, $OKLO, $ACHR, $ASTS, $BBAI, $PLUG, $AMC, $MVST Tues: Core CPI + CPI YoY + $ONON, $SE, $CRCL, $PONY, $ONDS, $BITF, $NNOX, $RGTI, $CRVW, $CAVA Wed: $GLBE, $CSCO, $DLO Thu: PPI + Jobless Claims + $JD, $DE, $NU,…
Vinay Prasad is back at the FDA just two weeks after leaving, per STAT. He’ll resume leading the agency’s Center for Biologics Evaluation and Research, which oversees vaccines, gene therapies, and blood products. His return follows tensions over a Duchenne gene therapy review.
ETHEREUM JUST HIT $4.3K, ITS HIGHEST LEVEL SINCE 2021
Stephen Colbert says CBS told him this week that The Late Show will end in May 2026 after a 33-year run. The network called it a financial decision, not tied to show performance or recent controversy.
Trump on Scott Bessent as the next potenital Fed Chair:
$GOOGL Waymo just hit 100 million fully autonomous miles driven on public roads. $UBER
Google $GOOGL just announced that over 40M videos have been created with its AI video model Veo 3 since I/O in May. They also launched a new photo-to-video feature in Gemini that turns your photos into short clips, available for Ultra & Pro subscribers
Coinbase $COIN partners with Perplexity AI to give traders real-time crypto data. Phase 1 launches today with market data integration on Comet. Phase 2 will let users analyze token moves via AI chat.
PERPLEXITY LAUNCHES COMET, AN AI-POWERED BROWSER BUILT TO CHALLENGE $GOOGL It’s rolling out first to its Max users & select invitees. This integrates Perplexity’s AI search as default, plus its new Assistant can summarize mails, manage tabs & automate tasks directly in-browser
ROBINHOOD $HOOD CEO VLAD ON BLOOMBERG: The goal of tokenized public stock is to let retail investors trade private company exposure, tackling what he calls “one of the biggest inequities in capital markets” as firms stay private longer. He confirmed these tokens are structured…
$META CEO Mark Zuckerberg celebrating the 4th of July – classic Zuck.
United States Tendances
- 1. McDermott N/A
- 2. Beane N/A
- 3. #MLKDay N/A
- 4. Don Lemon N/A
- 5. Dr. King N/A
- 6. Dr. Martin Luther King Jr. N/A
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- 10. Sherwood N/A
- 11. Ryanair N/A
- 12. Pegula N/A
- 13. Norway N/A
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- 15. Nobel Peace Prize N/A
- 16. MLK Jr. N/A
- 17. Joe Brady N/A
- 18. #NationalChampionship N/A
- 19. Valentino Garavani N/A
- 20. #GoCanes N/A
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