Wall St Engine
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TRUMP: ANNOUNCES TRADE DEAL WITH JAPAN - $550 BILLION INVESTMENT AND 15% TARIFF
Charter $CHTR and Comcast $CMCSA have signed a multi-year exclusive deal with T-Mobile $TMUS to use its 5G network for business wireless services starting in 2026. The new MVNO agreement supports Spectrum Mobile for Business and Comcast Business Mobile.
Richtech Robotics' $RR R&D team is hinting at the upcoming unveiling of ADAM V3, their latest version of the AI robot.
Big news just dropped from the R&D team 🤯
Hitting Elon’s goal of 50M $NVDA H100-equivalent GPUs means xAI would shell out roughly $1.25T on chips alone- @PPLXfinance Factor in racks, power & cooling & the tab climbs into multi-trillion territory—about the same as financing 3–4 brand-new fabs every year for the next 5Yrs
Polymarket is considering launching its own stablecoin to capture yield from backing reserves, instead of relying on USDC. It’s also weighing a potential revenue-sharing deal with Circle based on USDC held on the platform. - CoinDesk
$ABVX REPORTS POSITIVE PHASE 3 UC RESULTS FOR OBEFAZIMOD Abivax announced positive topline results from its Phase 3 ABTECT-1 and ABTECT-2 induction trials for obefazimod, an oral miR-124 enhancer, in moderate to severe ulcerative colitis. The once-daily 50 mg dose showed a…
$CEG $VST $TLN | PJM Interconnection, the largest U.S. grid operator, set capacity prices at a record $329.17 per megawatt-day for the 2026–2027 delivery year, pushing total capacity costs to $16.1B—up from $14.7B in the prior auction. The higher price reflects soaring power…
$SAP Q2'25 Earnings Highlights 🔹 Revenue: €9.03B (Est. €9.07B) 🔴 🔹 EPS (Basic, Non-IFRS): €1.50 (Est. €1.67) 🔴 🔹 Cloud: €5.13B (Est. €5.17B) 🔴; +24% YoY 🔹 Cloud & Software: €7.97B (Est. €7.99B) 🔴; +11% YoY FY25 Guidance (At CC) 🔹 Cloud Revenue: €21.6B–€21.9B;…
$MANH | Manhattan Associates Q2'25 Earnings Highlights 🔹 Revenue: $272.4M (Est. $263.64M) 🟢; +3% YoY 🔹 Adjusted EPS: $1.31 (Est. $1.13) 🟢; +11% YoY 🔹 Cloud Subscription Revenue: $100.4M; +22% YoY 🔹 License Revenue: $1.5M; DOWN -52% YoY 🔹 Services Revenue: $128.9M; DOWN…
ALPHABET $GOOGL IS ON ITS LONGEST 10-DAY WINNING STREAK SINCE 2010—JUST AHEAD OF EARNINGS
$PEGA | Pegasystems Q2'25 Earnings Highlights 🔹 Revenue: $384.5M (Est. $362.5M) 🟢; +9% YoY 🔹 Adj. EPS: $0.28 (Est. $0.24) 🟢; +8% YoY Cloud & Subscription Metrics 🔹 ACV: $1.51B; UP +16% YoY (14% in constant currency) 🔹 Pega Cloud ACV: $761M; UP +28% YoY (25% in constant…
$COF | Capital One Q2'25 Earnings Highlights 🔹 Revenue: $12.49B (Est. $11.84B) 🟢; UP +25% QoQ 🔹 Adj. EPS: $5.48 (Est. $3.88) 🟢 🔹 Net Interest Margin: 7.62% (Est. 7.43%) 🟢 🔹 Efficiency Ratio: 56% (Est. 52%) 😐 🔹 Net Charge-Offs: $3.06B (Est. $3.25B) 🟢 🔹 Loans Held for…
$META CEO MARK ZUCKERBERG HIRES THREE GOOGLE AI $GOOGL RESEARCHERS WHO WORKED ON GOLD MEDAL-WINNING DEEPMIND MODEL
$ENPH | Enphase Q2'25 Earnings Highlights 🔹 Revenue: $363.2M (Est. $361.9M) 🟢; +20% YoY 🔹 Adj. EPS: $0.69 (Est. $0.64) 🟢; +60% YoY 🔹 Net Income: $89.9M (Est. $84.1M) 🟢; +53% YoY 🔹 Gross Margin: 48.6% (incl. IRA); 37.2% ex-IRA Q3 Guide: 🔹 Revenue: $330M–$370M (Est.…
$CEG $VST $GEV $TLN | BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $329.17 A MW-DAY - BBG
$ISRG | Intuitive Surgical Q2'25 Earnings Highlights 🔹 Revenue: $2.44B (Est. $2.35B) 🟢; UP +21% YoY 🔹 EPS : $2.19 (Est. $1.93) 🟢; UP +23% YoY Non-GAAP FY25 Guidance: 🔸 Worldwide da Vinci Procedure Growth: ~15.5% to 17% 🔸 Gross Margin: 66%–67%; includes ~1% tariff impact…
$TXN | Texas Instruments Q2'25 Earnings Highlights 🔹 Revenue: $4.45B (Est. $4.36B) 🟢; +16% YoY 🔹 EPS: $1.41 (Est. $1.35) 🟢; +16% YoY 🔹 Operating Profit: $1.56B (Est. $1.47B) 🟢; +25% YoY Guidance (Q3’25) 🔹 Revenue: $4.45B–$4.80B (Est. $4.55B) 😐 🔹 EPS: $1.36–$1.60 (Est.…
S&P 500 Closing Bell Heatmap (Jul. 22, 2025) $SPY +0.01% 🟩 $QQQ -0.52% 🟥 $DJI +0.40% 🟩 $IWM +0.82% 🟩
S&P 500 Opening Bell Heatmap (Jul. 22, 2025) $SPY unch ⬜ $QQQ unch ⬜ $DJI unch ⬜ $IWM +0.12% 🟩
According to SemiAnalysis, xAI’s new Colossus 2 cluster uses Credo’s $CRDO 800GbE Active Electrical Cables for short-distance connections under 7 meters, Nvidia’s Spectrum-X SN5600 Ethernet switches, and a mix of 800GbE SR8 and DR8 optics for short to medium-range networking. On…
