Tempus AI stock plunges after Spruce Point short report, leadership under fire; Short seller warns of 50–60 percent downside, questions AI revenue claims

$TEM DOWN OVER 16% AFTER SPRUCE POINT SHORT REPORT Spruce alleges AI drives just 2% of revenue, cites questionable leadership and aggressive accounting — sees 50–60% downside 👀 pic.twitter.com/ONPxUYyYQM — Shay Boloor (@StockSavvyShay) May 28, 2025 Tempus AI is facing a sharp selloff after Spruce Point Capital released a scathing short report questioning the company’s …

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Treasury to post $260 billion April deficit while revenue stalls; Washington pivots from fiscal restraint to red ink expansion

So far the new admin has done little to reign in spending despite all the discussion about DOGE in the first few months. Not all that surprising given congress extended '25 spending at current law. pic.twitter.com/QRX5ejWpES — Bob Elliott (@BobEUnlimited) May 12, 2025 They promised discipline, then threw it out the window. While headlines screamed …

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Biden Inc dries up, family revenue stream gone, Joe and Jill hit The View amid cash strain

A source “very familiar with the Bidens” tells @MarkHalperin that “Biden Inc.,” the family business that generated millions of dollars in revenue to support their lifestyle, has dried up. “The trough is empty, the spigot is turned off,” says Mark. “Biden Inc. needs a source of… pic.twitter.com/T1CVgO7p4Z — 2WAY (@2waytvapp) May 8, 2025

$9.8 billion in AI revenue at risk if capex slows across data centers. Piper models worst-case hit to NVDA EPS at $0.40 stock could plunge to $76

Piper Sandler Analyzes Sensitivity of $NVDA Data Center Revenues to Capex Slowdown Analyst comments: “We performed a sensitivity analysis on NVIDIA’s data center revenues to assess potential impacts from a slowdown in capital expenditures over the next year. In our worst-case scenario—assuming capex cuts across all NVDA data center end markets and no recovery in …

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Tariff revenue likely to be $150 billion this year — That won’t even make a dent in U.S. deficit.

President Trump’s tariffs became very real for importers last month as the government collected more than $17.4 billion in “Customs and Certain Excise Taxes” during April. That was nearly double March’s haul of $9.6 billion, dwarfing the smaller spikes in revenue seen during Trump’s first term. All told, the duties have deposited more than $70 …

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WalMart Announces Major Drive to Source American Products, Invest in Small Businesses. Tariff Revenue Starting to Roll In

Walmart has announced new programs, including “Grow with US” and the 2025 Open Call, to expand support for American-made products and American small businesses, as President Donald J. Trump pursues a policy of supporting American producers through tariffs on foreign goods. Who’s Involved: Walmart U.S., led by President and CEO John Furner and CFO John …

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IMF says tariff revenue will reduce U.S. deficit from $2.6 trillion to $2.3 trillion — We need spending cuts, congress. Notice the final paragraph, bond market vigilantes will punish U.S. Treasuries.

The IMF projects the overall U.S. federal deficit will dip to 6.5% of gross domestic product this year, down from 7.3% in 2024 The multinational fund cited increased tariff revenues for the decline The IMF highlighted uncertainty surrounding the rollout of higher tariffs and potential revenue increases The International Monetary Fund forecasts U.S. tariffs will …

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Chinese EV giant BYD surpasses Tesla with record revenue.

Chinese carmaker BYD saw a surge in revenue last year, a stock filing showed Monday, surpassing the $100 billion mark and beating rival Tesla as the electric vehicle giant accelerates its overseas expansion. The Shenzhen-based firm has emerged in recent years as the clear leader in China’s highly competitive EV market, which is the largest …

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Bond market faces shock as tax revenue plunge forces Treasury into overdrive. Fed at crossroads: Bailout or higher rates…

A projected $500 billion drop in tax revenue means the government will have to sell even more bonds, adding pressure to an already strained market. With the deficit already at $1.8 trillion, this increases bond issuance by roughly 27%, pushing supply up while demand remains uncertain. That could send long-term interest rates higher, especially if …

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Social Security surge adds to fiscal crisis with 20,000 new recipients daily. Interest payments set to surpass $7 trillion, dwarfing federal revenue

The United States is running on borrowed time—literally. The national debt now sits at a staggering $36.7 trillion, and every single day, another $8 billion is piled on. That’s not a typo. Eight billion dollars a day. This isn’t just bad bookkeeping; it’s a slow-motion catastrophe. Right now, the country is paying $2.4 trillion in …

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Nividia – 16% Last Year’s Revenue Was Selling To China

Authorities in Singapore detained three people on charges of deliberately misrepresenting the final destination of U.S.-manufactured servers. The servers likely contained Nvidia’s highly sought-after chips. Singapore accounted for 18% of Nvidia’s revenue in the fiscal year ended Jan. 28, based on “customer billing location,” but less than 2% of revenue in terms of products shipped …

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Senator Rand Paul nailed it—“Can you think of a private business where 80% of the revenue drops and they still hire more people?”

The answer is no. It’s insane. They’ve brought in 190,000 more jobs—jobs that make zero sense in a time when their main service is shrinking fast. This is a level of waste and mismanagement that should not be tolerated. There’s no clear logic behind this, just an endless pile of taxpayer money being funneled into …

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Robinhood hits record $1 billion in Q4 revenue, boosted by 500% jump in crypto fees

Robinhood reported an almost 500% jump in revenue from cryptocurrency transactions on Wednesday as the online brokerage and trading app announced a record-breaking quarter for profit and revenue. Crypto revenue rose to $358 million in Q4, and overall revenue skyrocketed 37% to $1.01 billion from the previous quarter. With an earnings per share of $1.01, …

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SMCI just dropped an absolute disaster of a business update. Earnings? Miss. Revenue? Miss. SEC and DOJ breathing down their necks.

$SMCI business update: 💩Miss on both EPS and revenue (unaudited)💩Confirms receipt of both DOJ and SEC subpoenas💩Still no 10K or 10Q 💩Cut forward guidance 💩$700M of dilution💩Fourteen days away from delisting💩Swears they'll file 10K (which was due last August) by Feb… pic.twitter.com/oY0RJJSbOz — Nobody Special (@JG_Nuke) February 11, 2025 SMCI filed another roll of toilet …

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Amazon set to pass Walmart in revenue for first time.

Amazon long ago passed Walmart in terms of market cap, but the e-commerce giant is finally poised to leapfrog its brick-and-mortar rival by another key metric: revenue. For the past dozen years, Walmart held the distinction of being the top revenue generator each quarter. In 2012, it overtook oil giant Exxon Mobil , according to …

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UNH figures are out. Increase in revenue, huge drop in earnings.

The owner of UnitedHealthcare reported record full-year revenue but lower profits for 2024, just weeks after the brazen killing of a top executive inflamed the national ire against insurance companies. Why it matters: It’s the first earnings report for UnitedHealth Group since Brian Thompson’s killing in early December sparked a national conversation about the U.S. health care industry’s profits and coverage denials. …

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Adobe shares suffer steepest drop in over two years on disappointing revenue guidance

Adobe shares fell 14% on Thursday, their steepest drop since September 2022, after the software vendor issued disappointing revenue guidance. Sales in the fiscal first quarter will be between $5.63 billion and $5.68 billion, Adobe said in its fourth-quarter earnings report late Wednesday. Analysts on average were expecting revenue of $5.73 billion, according to LSEG. Analysts at TD …

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Buying BTC is like buying a company with no revenue that only has 21 million shares. Bitcoin is just one of 15,807 other cryptos. They’re a dime a dozen.

You know what grinds my gears? When Bitcoin fanatics say that Bitcoin isn't the same as crypto (and similar arguments). Just stop. Read the original white paper and you'll see that it is indeed crypto. Bitcoin is just one of 15,807 other cryptos. They're a dime a dozen. — Jesse Colombo (@TheBubbleBubble) December 3, 2024 …

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Nvidia $NVDA projects $37.5B revenue next quarter. Growth slowing, fueled by Non-GAAP magic; Accounts receivable surge raises concerns Top three customers face scrutiny over accounting errors

Nvidia $NVDA only expects revenue of $37.5 billion next quarter. The growth is slowing. (*Reminder, all of these companies are using Non-GAAP instead of GAAP because it allows them to do round-trip financing 🤫) https://t.co/RTniBc6M8j pic.twitter.com/7cNDvdbNIx — Financelot (@FinanceLancelot) November 20, 2024 Doesn't matter, as soon as growth evaporates the stock crashes because it's massively …

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Nvidia misses sky-high whisper targets, stock dips despite strong $37.5B revenue outlook.

https://www.marketwatch.com/livecoverage/nvidia-earnings-stock-results-guidance-blackwell-ai-revenue?mod=home-page *NVIDIA SEES 4Q REV $37.5B PLUS OR MINUS 2%*NVIDIA SAYS HOPPER DEMAND, BLACKWELL ANTICIPATION 'INCREDIBLE'*NVIDIA SHARES FALL 5% AFTER 3Q EARNINGS REPORT — Genevieve Roch-Decter, CFA (@GRDecter) November 20, 2024 BREAKING: Nvidia $NVDA earnings: EPS: $0.81 vs $0.75 expectedRevenue: $35.082 Billion vs expected $33.1 Billion pic.twitter.com/x66fSY47Pe — unusual_whales (@unusual_whales) November 20, 2024

NVIDIA’s Accounts Receivable has ballooned to an eye-popping $14 billion which represents approximately 68% of their quarterly revenue

I noticed something strange in the latest financials for NVIDIA. While they have been posting impressive revenue numbers, their Accounts Receivables (AR) has gone up dramatically. I believe that NVIDIA may face cash flow risks if their customers never pay. I do not believe that this risk is priced in currently. Below is a table …

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What do you mean we are not in a recession? Demand is down so we are raising prices to increase revenue.

What do you mean we are not in a recession?#recession #gold pic.twitter.com/EncoUunkIR — Patrick Karim (@badcharts1) October 30, 2024 USA 🇺🇸 private sector #jobs growth negative, and even worse job losses in #manufacturing! 📉 🥶https://t.co/XnsimiGO3e pic.twitter.com/aNTB5BUkvc — Invariant Perspective (@InvariantPersp1) November 1, 2024 #BLS #JobsReport Youth #unemployment 📈😬https://t.co/RwISk4Ukk4 — Invariant Perspective (@InvariantPersp1) November 1, 2024 …

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Massive Canada Revenue Agency breach exposes thousands to fraud

A recent breach involving H&R Block Canada has exposed tens of thousands of Canadians to a massive fraud operation, with criminals siphoning off over $6 million in false refunds. Hackers exploited confidential information to access Canadians’ CRA (Canada Revenue Agency) accounts, altering direct deposit details, filing fraudulent tax returns, and directing refunds into unauthorized accounts. …

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EU warns 𝕏 it could fine based on Musk’s SpaceX, Neuralink revenue under Digital Act.

The European Commission has been investigating X for several potential breaches of the Digital Services Act, newly introduced rules meant to ensure platforms police illegal content. The EU is leading a global crackdown on harmful online content and disinformation that’s sparked increasingly vocal responses from Musk, who has said such measures restrict free speech. The …

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Tennessee sees biggest hotel tax revenue drop since COVID, signaling Airbnb demand may be weakening.

Tennessee has recently experienced its largest drop in hotel tax revenue since the COVID-19 pandemic. This decline raises concerns for Airbnb and the short-term rental market, potentially signaling decreased demand. Economic factors, shifting travel trends, and competition from traditional hotels may be contributing to the reduced revenue, hinting at challenges for the state’s tourism and …

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