Bull Street

Bull Street
Archive
Page 0

📈 AppLovin's AI Bet Pays Off

Apple AI Threatens Google Search, Disney Eyes Middle East Expansion, Wegovy Sales Recovery Anticipated, Google Bets on Nuclear Power, AppLovin shares pop on earnings beat

Evelio Silvera

NewsletterNewsletter

May 07, 2025

📈 EA'S $8B Tactical Opportunity

AMD beats on earnings, Super Micro drops, DHL acquires US e-commerce logistics business, WeightWatchers files for bankruptcy, EA issues strong bookings guidance

Evelio Silvera

NewsletterNewsletter

May 06, 2025

📈 Palantir's AI Awakening

OpenAI to remain under non-profit control, Skechers sells for $9B, Ford suspends 2025 guidance, Google has launched new film and TV production wing, Palantir raises 2025 revenue outlook

Evelio Silvera

NewsletterNewsletter

May 05, 2025

📈 Shell Eyes BP Blockbuster Deal

Bezos to sell $5B of Amazon stock, Nvidia widens South Bay footprint with $100M, Hyundai to employ humanoid Atlas robots, Trump says he won't remove Fed chair Powell, Shell weighing merits of making move to buy BP

Evelio Silvera

NewsletterNewsletter

May 02, 2025

📈 CVS's Prescription for Profit

Kimberly-Clark to invest $2B in US Manufacturing, Amazon falls short on cloud revenue, TSMC committed to Arizona chip plant, Apple to Source 19B Chips from US, CVS Stock Surges On Huge Q1 Beat

Evelio Silvera

NewsletterNewsletter

May 01, 2025

📈 Microsoft Cloud Rises 9%

Amazon to invest $4 billion to expand rural delivery, Meta shares rise on stronger-than-expected revenue, Shein explores US restructuring, Novartis to buy kidney disease drug maker for $1.7B, Microsoft beats Q3 earnings estimates

Evelio Silvera

NewsletterNewsletter

Apr 30, 2025

📈 Samsung's 10% Revenue Surge

Oddity Tech soars 15%, Super Micro shares dive, UPS to Cut 20K Jobs, Hims & Hers’ stock soars, Samsung’s first-quarter operating profit and revenue beat

Evelio Silvera

NewsletterNewsletter

Apr 29, 2025

📈 CG Oncology's 25% Breakthrough

IBM Unveils $150B U.S. Investment, Huawei aims to take on Nvidia’s H100, Woodside Energy commits $17.5B to LNG, Merck KGaA to buy SpringWorks for $3.9B, CG Oncology's Cancer Drug shows impressive results

Evelio Silvera

NewsletterNewsletter

Apr 28, 2025

📈 GE Vernova's $2B Reaction

Tesla Stock Skyrockets 20% , Airbus will buy Spirit AeroSystems, Nvidia Stock Is Falling, Deliveroo surges 17% on DoorDash offer, GE Vernova Stock Soars

Evelio Silvera

NewsletterNewsletter

Apr 25, 2025

📈 ServiceNow's AI-Fueled 15% Pop

Google beats Q1 estimates, raises dividend, UPS strikes $1.6B deal for Andlauer, Thermo Fisher making $2B investment in US manufacturing, Perplexity AI enters smartphone market, ServiceNow shares surge on strong Q1 results

Evelio Silvera

NewsletterNewsletter

Apr 24, 2025

📈 IBM's 14% Surprise

Cantor, SoftBank, and Tether join to launch BTC holding co, Boeing stock surges on earnings, Toyota invests big in WV, Chipotle sees slowdown, IBM beats on earnings and revenue

Evelio Silvera

NewsletterNewsletter

Apr 23, 2025

📈 Tesla's 20% Speed Bump

OpenAI would buy Google Chrome, Boeing to sell Jeppesen unit for $10.6B, Meta could take $7B tariff hit, Chobani building NY plant for $1.1B, Tesla reports drop in auto revenue

Evelio Silvera