Wall St Engine

$AMZN FOUNDER JEFF BEZOS’S BLUE ORIGIN SEEKING PERMISSION TO DEPLOY NEARLY 52,000 SATELLITES CAPABLE OF HANDLING AI COMPUTING INTO ORBIT: FILING WITH FCC

$NVDA statement on $SMCI report: "Strict compliance is a top priority for NVIDIA. We continue to work closely with our customers and the government on compliance programs as export regulations have expanded. Unlawful diversion of controlled U.S. computers to China is a losing proposition… across the board—NVIDIA does not provide any service or support for such systems, and the enforcement mechanisms are rigorous and effective."

@markflowchatter 2hrs ago??? would like to know where

Holy hell $SMCI Was out 2 hours ago :) People finally seeing this news This guy, smh

$SMCI disclosed that federal prosecutors in the Southern District of New York have charged three people tied to the company in an alleged export-control conspiracy. Supermicro was not named as a defendant. The company placed two employees on administrative leave, cut ties with a contractor, and is cooperating with the investigation.

Amazon has acquired autonomous robotics startup Rivr Rivr was valued at $110 million in an August 2024 funding round that included Jeff Bezos and Amazon. Source: The Information

WIRED reports $GOOGL has reshuffled part of the team behind Project Mariner, its Chrome-based AI agent that can navigate the web and complete tasks for users, with some staff moved to higher-priority projects as attention shifts toward the new wave of AI agents.

$PL Q4’25 EARNINGS HIGHLIGHTS 🔹 Revenue: $86.822M (Est. $78.5M) 🟢 🔹 Adj. EPS: ~$0.00 (Est. -$0.05) 🟢 🔹 Gross Profit: $47.03M 🔹 Gross Margin: 54% 🔹 Adj. Gross Margin: 57% FY26 Guide: 🔹 Revenue: $415M to $440M (Est. $379.6M) 🟢 Financials: 🔹 Operating Expenses: $83.032M 🔹 Net Loss: ($152.455M)

$FDX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $24.0B (Est. $23.49B) 🟢 🔹 Adj. EPS: $5.25 (Est. $4.17) 🟢 🔹 Adj. Oper Income: $1.62B (Est. $1.37B) 🟢 🔹 Adj. Oper Margin: 6.7% (Est. 6.02%) 🟢 Raised FY26 Guide: 🔹 Adj. EPS: $19.30 to $20.10 (Prev. $17.80 to $19.00) 🟢 🔹 Revenue Growth: +6.0% to +6.5% YoY (Prev. +5% to +6%) 🟢 🔹 ETR: ~24% 🔹 Pension Contributions: $275M 🔹 CapEx: No more than $4.1B (Prev. $4.5B) Other Metrics: 🔹 FedEx Express: $21.15B (Est. $20.58B) 🟢 🔹 FedEx Freight: $1.99B (Est. $2.03B) 🔴 🔹 Permanent Cost Reductions: More than $1B 🔹 FedEx Freight Spin-Off: On track for June 1, 2026 Commentary: 🔸 “Team FedEx delivered another quarter of strong financial results and excellent service for our customers, powered by disciplined operational execution, the resilience of our global network, and the accelerating impact of our advanced digital solutions.” 🔸 “Our third quarter results and improved financial outlook reflect the resilience of our business and outstanding execution against our strategy to drive profitable growth.”

Cloudflare $NET CEO Matthew Prince said AI bot traffic is on pace to exceed human internet traffic by 2027. Prince said AI agents can hit thousands of sites for a single task, creating much more load than a human user and putting new pressure on internet infrastructure.

APOLLO COMMITS $1 BILLION FOR RETAIL VENTURE WITH REALTY INCOME

Google $GOOGL has started privately testing a Gemini app for Mac, according to Bloomberg, moving closer to a dedicated desktop client to compete with ChatGPT and Claude.

US MONEY-MARKET FUND ASSETS HIT RECORD $7.856 TRILLION AT ICI

WSJ reports Jeff Bezos is in early talks to raise a $100 billion fund to buy manufacturing companies and use AI to automate them faster. The fund is said to target sectors like chipmaking, defense, and aerospace.

Tim Scott and Elizabeth Warren are urging the SEC to restrict Chinese 🇨🇳 companies’ access to U.S. capital markets, according to the FT, warning of risks to national security, market integrity, and investor protection.

US AUTHORIZES DELIVERY, SALE OF SOME RUSSIAN CRUDE OIL

NETANYAHU: ISRAEL ACTED ALONE ON SOUTH PARS, TRUMP ASKED US TO HOLD OFF ON FUTURE SUCH ATTACKS

ISRAEL'S PRIME MINISTER NETANYAHU: THE WAR WILL END WAY FASTER THAN MOST PEOPLE THINK

NETANYAHU: THERE ARE MANY POSSIBILITIES FOR A GROUND COMPONENT, I WON'T SHARE WHAT THEY ARE

NETANYAHU: CAN'T DO A REVOLUTION FROM THE AIR, THERE NEEDS TO BE A GROUND COMPONENT AS WELL

NETANYAHU SAYS THAT IRAN NO LONGER HAS THE CAPACITY TO MAKE BALLISTIC MISSILES; ISRAEL IS HELPING THE US OPEN THE STRAIT OF HORMUZ