Hardik Shah

Hardik Shah

$Alphabet(GOOGL.US) | Google CEO:

➤ Gemini now has 900 million monthly users

➤ AI Overviews has reached 2.5 billion monthly users

➤ AI Mode currently has 1 billion monthly users

Samsung, South Korean Union to Resume Talks at 10 AM KST (0100 GMT) Wednesday - Labour Commission - $Micron Tech(MU.US) $Sandisk(SNDK.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Apple(AAPL.US) Apple's New Hardware Boss Shakes Up Oversight Of Product Design - Bloomberg

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Former Tesla AI Director Andrej Karpathy Joins Anthropic - $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Tesla(TSLA.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐧𝐝𝐫𝐞𝐣 𝐊𝐚𝐫𝐩𝐚𝐭𝐡𝐲 announces he has joined 𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜.

➤ Karpathy previously served as Tesla’s 𝐃𝐢𝐫𝐞𝐜𝐭𝐨𝐫 𝐨𝐟 𝐀𝐈.

➤ He was also a 𝐟𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐭𝐞𝐚𝐦 member at OpenAI.

➤ Karpathy plans to focus on 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 and development at Anthropic.

➤ Announcement made via 𝐗 during rapid growth in large language models.

➤ Karpathy said he intends to eventually resume 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 work alongside research.

➤ Move adds another prominent AI leader to the 𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜 team.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SEC Proposed Amendments to Simplify Public Company Reporting - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: NATO TO CONSIDER HORMUZ DEPLOYMENT IF STRAIT NOT OPEN BY JULY - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US) $United States Oil Fund LP(USO.US)

Bessent: U.S.-China truce on critical minerals and tariff rates can be extended through subsequent meetings this year - Reuters

$Strategy(MSTR.US) | 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: TD Cowen maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟒𝟎𝟎, 'Stronger Execution'

Analyst sees accelerating BTC/share growth and improved balance sheet flexibility driving upside.

$NVIDIA(NVDA.US) | 𝐍𝐕𝐈𝐃𝐈𝐀: Truist reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟖𝟕, 'Buy *the* AI company'

Analyst sees strengthening AI fundamentals and reasonable valuation supporting further upside.

$Coreweave(CRWV.US) | 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞: Bernstein reiterates 𝐔𝐧𝐝𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟔𝟕, 'Blackstone + Google = One very strong AI cloud'

Analyst sees $Alphabet(GOOGL.US) Google and Blackstone’s AI cloud venture increasing competitive pressure on neoclouds.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: US 30-year Treasury Yield Rises To 5.177%, Highest Since 2007 - Bloomberg

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Aerovironment(AVAV.US) AeroVironment Expands 𝐀𝐕_𝐇𝐚𝐥𝐨 Platform With INSTINCT and DETECT

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ AeroVironment unveils 𝐈𝐍𝐒𝐓𝐈𝐍𝐂𝐓 and 𝐃𝐄𝐓𝐄𝐂𝐓 software modules at SOF Week.

➤ INSTINCT enables autonomous 𝐦𝐮𝐥𝐭𝐢-𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 command and control operations.

➤ Features include 𝐧𝐚𝐭𝐮𝐫𝐚𝐥 𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞 tasking and reduced operator workload.

➤ DETECT adds AI-driven 𝐑𝐅 𝐬𝐩𝐞𝐜𝐭𝐫𝐮𝐦 sensing and threat identification.

➤ Platform designed to operate during 𝐞𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜 𝐚𝐭𝐭𝐚𝐜𝐤𝐬 and contested environments.

➤ Modules integrate with existing 𝐀𝐕_𝐇𝐚𝐥𝐨 ISR, strike, and counter-UAS ecosystem.

➤ INSTINCT and DETECT are available 𝐢𝐦𝐦𝐞𝐝𝐢𝐚𝐭𝐞𝐥𝐲 for defense customers.

Fuzz Panda: We Are Short $T1 Energy(TE.US) T1 Energy

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: ADP Says U.S. Private Employers Added 𝟒𝟐,𝟐𝟓𝟎 Jobs Weekly Average - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ ADP reports average weekly private-sector job gains of 𝟒𝟐,𝟐𝟓𝟎.

➤ Hiring increased from prior four-week average of 𝟑𝟑,𝟎𝟎𝟎 jobs.

➤ Marks second straight week of 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐞𝐧𝐢𝐧𝐠 𝐞𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 growth.

➤ April weekly gains ranged from 𝟑𝟎,𝟐𝟓𝟎 to 𝟑𝟗,𝟐𝟓𝟎 jobs.

➤ Earlier 2026 hiring slowed to just 𝟗,𝟎𝟎𝟎 weekly additions in late February.

➤ Data derived from ADP’s 𝐍𝐄𝐑 𝐏𝐮𝐥𝐬𝐞 employment tracking model.

➤ Employment estimates produced with 𝐒𝐭𝐚𝐧𝐟𝐨𝐫𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 𝐋𝐚𝐛.

Canada CPI Inflation Data (Apr):

➤ CPI MoM: 0.4% (Forecast 0.7%, Previous 0.9%)

➤ CPI YoY: 2.8% (Forecast 3.1%, Previous 2.4%)

➤ Core CPI MoM: 0.2% (Forecast --, Previous 0.2%)

➤ Core CPI YoY: 2.1% (Forecast --, Previous 2.5%)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Apple(AAPL.US) Apple Expands Accessibility Features With 𝐀𝐩𝐩𝐥𝐞 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Apple introduces new 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 accessibility features across its ecosystem.

➤ VoiceOver and Magnifier gain detailed 𝐯𝐢𝐬𝐮𝐚𝐥 𝐝𝐞𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 capabilities.

➤ Voice Control adds 𝐧𝐚𝐭𝐮𝐫𝐚𝐥 𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞 navigation for apps and interfaces.

➤ Accessibility Reader now supports summaries and built-in 𝐭𝐫𝐚𝐧𝐬𝐥𝐚𝐭𝐢𝐨𝐧.

➤ Apple launching on-device generated 𝐬𝐮𝐛𝐭𝐢𝐭𝐥𝐞𝐬 for uncaptioned videos.

➤ Apple Vision Pro gains 𝐞𝐲𝐞-𝐭𝐫𝐚𝐜𝐤𝐢𝐧𝐠 wheelchair control compatibility.

➤ New accessibility and AI features roll out across Apple devices later this year.

$Costco Wholesale(COST.US) | 𝐂𝐨𝐬𝐭𝐜𝐨: Oppenheimer maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏,𝟏𝟔𝟎

Analyst sees Costco’s defensive model and value leadership driving continued market share gains.

📊 𝐀𝐍𝐀𝐋𝐘𝐒𝐓 𝐀𝐋𝐄𝐑𝐓: Citi’s Asiya Merchant Raises Price Target on $Sandisk(SNDK.US) 𝐒𝐚𝐧𝐃𝐢𝐬𝐤 to $𝟐,𝟎𝟐𝟓.𝟎𝟎 from $1,300.00 — Increase of 𝟓𝟔%, Maintains Buy Rating

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $ImmunityBio(IBRX.US) ImmunityBio Reports Favorable Bladder Cancer Data at 𝐀𝐔𝐀 𝟐𝟎𝟐𝟔

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐍𝐊𝐓𝐈𝐕𝐀® + BCG showed stronger complete response outcomes versus competitors.

➤ NAI+BCG patients were 𝟐× more likely to achieve complete response versus nadofaragene.

➤ Median complete response duration reached 𝟐𝟐.𝟏 months versus 𝟗.𝟕 months.

➤ NAI+BCG reduced 𝐜𝐲𝐬𝐭𝐞𝐜𝐭𝐨𝐦𝐲 risk by 𝟔𝟎% versus nadofaragene.

➤ Compared with TAR-200, NAI+BCG showed numerically higher 𝟏𝟐-𝐦𝐨𝐧𝐭𝐡 CR rates.

➤ NAI+BCG demonstrated significantly fewer 𝐭𝐫𝐞𝐚𝐭𝐦𝐞𝐧𝐭-𝐫𝐞𝐥𝐚𝐭𝐞𝐝 adverse events than TAR-200.

➤ Data presented at 𝐀𝐔𝐀 𝟐𝟎𝟐𝟔 for BCG-unresponsive bladder cancer patients.

$HIVE Digital Tech(HIVE.US) | 𝐇𝐈𝐕𝐄 𝐃𝐢𝐠𝐢𝐭𝐚𝐥: Cantor Fitzgerald maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, raises 𝐏𝐓 𝐭𝐨 $𝟒.𝟔𝟎

Analyst sees new power access unlocking major AI compute opportunity, with potential for large cloud deals and significant ARR upside.

$Draganfly(DPRO.US) | 𝐃𝐫𝐚𝐠𝐚𝐧𝐟𝐥𝐲: Needham reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟐

Analyst sees strategic M&A expanding defense capabilities and unlocking counter-UxS growth opportunities.

$Autodesk(ADSK.US) | 𝐀𝐮𝐭𝐨𝐝𝐞𝐬𝐤: Stifel reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟖𝟓

Analyst sees improving channel checks and stable demand trends supporting in-line results.

$NVIDIA(NVDA.US) | 𝐍𝐕𝐈𝐃𝐈𝐀: HSBC maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟓

Analyst sees another beat-and-raise quarter ahead, supported by strong AI demand and higher datacenter revenue outlook.

$Home Depot(HD.US) | 𝐇𝐨𝐦𝐞 𝐃𝐞𝐩𝐨𝐭: Stifel reiterates 𝐇𝐨𝐥𝐝, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟐𝟎, 'We expect the shares to trade higher today'

Analyst sees stable demand trends but expects a longer recovery timeline for home improvement spending.