Hardik Shah
Hardik Shah
$Toll Brothers(TOL.US) | Toll Brothers Inc., Q2-2026 Earning Report
๐ข ๐๐๐๐ ๐๐: $Roblox(RBLX.US) Roblox launches first share repurchase program worth up to $3 billion
"Today's authorization of Roblox's first-ever share repurchase program is a testament to our confidence in the long-term opportunity ahead," said Naveen Chopra$Qualcomm(QCOM.US) | Qualcomm CFO on Supply Constraints: Given Our Scale, We Have Some Flexibility Across Product Categories & Are Able to Leverage That Into Having Supplier Assurance - JPMorgan TMT Conference
๐ข ๐๐๐๐ ๐๐:Trump Media withdraws Truth Social bitcoin and ethereum ETF filing - $Trump Media & Tech(DJT.US) $Grayscale Ethereum Mini Staking ETF(ETH.US) $Grayscale Bitcoin Mini Trust ETF(BTC.US)
$Cava(CAVA.US) | CAVA Group Inc., Q1-2026 Earning Report
๐ ๐๐๐๐๐๐๐ ๐๐๐๐๐: Mizuhoโs Ann Hynes Raises Price Target on $Unitedhealth(UNH.US) ๐๐ง๐ข๐ญ๐๐๐๐๐๐ฅ๐ญ๐ก ๐๐ซ๐จ๐ฎ๐ฉ to $๐๐๐.๐๐ from $410.00 โ Increase of ๐%, Maintains Outperform Rating
$Keysight Tech(KEYS.US) | Keysight Technologies Inc., Q2-2026 Earning Report
๐ข ๐๐๐๐ ๐๐: QIAGEN Partners With NVIDIA to Advance AI-Driven Drug Discovery - $Qiagen NV(QGEN.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค QIAGEN collaborates with ๐๐๐๐๐๐ to integrate AI into bioinformatics workflows.โค Partnership combines QIAGEN biomedical databases with ๐๐๐๐๐๐ ๐๐ข๐จ๐๐๐๐จ platform.โค Focus on identifying ๐๐ข๐ฌ๐๐๐ฌ๐ ๐ฆ๐๐๐ก๐๐ง๐ข๐ฌ๐ฆ๐ฌ, biomarkers, and therapeutic targets.โค Integration applies ๐ ๐ซ๐๐ฉ๐ก-๐๐๐ฌ๐๐ ๐๐ to complex biological datasets.โค Supports drug discovery use cases including ๐๐ซ๐ฎ๐ ๐ซ๐๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ข๐ง๐ and pathway analysis.โค QIAGEN knowledge bases currently serve ๐๐๐,๐๐๐+ scientists globally.โค Initial pilot programs launching with select ๐ฉ๐ก๐๐ซ๐ฆ๐ and biotech partners.$Alphabet(GOOGL.US) | Google CEO:
โค Gemini now has 900 million monthly usersโค AI Overviews has reached 2.5 billion monthly usersโค AI Mode currently has 1 billion monthly usersSamsung, 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)
๐ข ๐๐๐๐ ๐๐: $Apple(AAPL.US) Apple's New Hardware Boss Shakes Up Oversight Of Product Design - Bloomberg
๐ข ๐๐๐๐ ๐๐: Former Tesla AI Director Andrej Karpathy Joins Anthropic - $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Tesla(TSLA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ง๐๐ซ๐๐ฃ ๐๐๐ซ๐ฉ๐๐ญ๐ก๐ฒ announces he has joined ๐๐ง๐ญ๐ก๐ซ๐จ๐ฉ๐ข๐.โค Karpathy previously served as Teslaโs ๐๐ข๐ซ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐.โค He was also a ๐๐จ๐ฎ๐ง๐๐ข๐ง๐ ๐ญ๐๐๐ฆ member at OpenAI.โค Karpathy plans to focus on ๐ซ๐๐ฌ๐๐๐ซ๐๐ก and development at Anthropic.โค Announcement made via ๐ during rapid growth in large language models.โค Karpathy said he intends to eventually resume ๐๐๐ฎ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ work alongside research.โค Move adds another prominent AI leader to the ๐๐ง๐ญ๐ก๐ซ๐จ๐ฉ๐ข๐ team.๐ข ๐๐๐๐ ๐๐: SEC Proposed Amendments to Simplify Public Company Reporting - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US)
๐ข ๐๐๐๐ ๐๐: 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) | ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ: TD Cowen maintains ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐๐, 'Stronger Execution'
Analyst sees accelerating BTC/share growth and improved balance sheet flexibility driving upside.$NVIDIA(NVDA.US) | ๐๐๐๐๐๐: Truist reiterates ๐๐ฎ๐ฒ, maintains ๐๐ ๐๐ญ $๐๐๐, 'Buy *the* AI company'
Analyst sees strengthening AI fundamentals and reasonable valuation supporting further upside.$Coreweave(CRWV.US) | ๐๐จ๐ซ๐๐๐๐๐ฏ๐: Bernstein reiterates ๐๐ง๐๐๐ซ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ, maintains ๐๐ ๐๐ญ $๐๐, 'Blackstone + Google = One very strong AI cloud'
Analyst sees $Alphabet(GOOGL.US) Google and Blackstoneโs AI cloud venture increasing competitive pressure on neoclouds.๐ข ๐๐๐๐ ๐๐: US 30-year Treasury Yield Rises To 5.177%, Highest Since 2007 - Bloomberg
๐ข ๐๐๐๐ ๐๐: $Aerovironment(AVAV.US) AeroVironment Expands ๐๐_๐๐๐ฅ๐จ Platform With INSTINCT and DETECT
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค AeroVironment unveils ๐๐๐๐๐๐๐๐ and ๐๐๐๐๐๐ software modules at SOF Week.โค INSTINCT enables autonomous ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฉ๐ฅ๐๐ญ๐๐จ๐ซ๐ฆ command and control operations.โค Features include ๐ง๐๐ญ๐ฎ๐ซ๐๐ฅ ๐ฅ๐๐ง๐ ๐ฎ๐๐ ๐ tasking and reduced operator workload.โค DETECT adds AI-driven ๐๐ ๐ฌ๐ฉ๐๐๐ญ๐ซ๐ฎ๐ฆ sensing and threat identification.โค Platform designed to operate during ๐๐ฅ๐๐๐ญ๐ซ๐จ๐ง๐ข๐ ๐๐ญ๐ญ๐๐๐ค๐ฌ and contested environments.โค Modules integrate with existing ๐๐_๐๐๐ฅ๐จ ISR, strike, and counter-UAS ecosystem.โค INSTINCT and DETECT are available ๐ข๐ฆ๐ฆ๐๐๐ข๐๐ญ๐๐ฅ๐ฒ for defense customers.Fuzz Panda: We Are Short $T1 Energy(TE.US) T1 Energy
๐ข ๐๐๐๐ ๐๐: ADP Says U.S. Private Employers Added ๐๐,๐๐๐ Jobs Weekly Average - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ADP reports average weekly private-sector job gains of ๐๐,๐๐๐.โค Hiring increased from prior four-week average of ๐๐,๐๐๐ jobs.โค Marks second straight week of ๐ฌ๐ญ๐ซ๐๐ง๐ ๐ญ๐ก๐๐ง๐ข๐ง๐ ๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ฆ๐๐ง๐ญ growth.โค April weekly gains ranged from ๐๐,๐๐๐ to ๐๐,๐๐๐ jobs.โค Earlier 2026 hiring slowed to just ๐,๐๐๐ weekly additions in late February.โค Data derived from ADPโs ๐๐๐ ๐๐ฎ๐ฅ๐ฌ๐ employment tracking model.โค Employment estimates produced with ๐๐ญ๐๐ง๐๐จ๐ซ๐ ๐๐ข๐ ๐ข๐ญ๐๐ฅ ๐๐๐จ๐ง๐จ๐ฆ๐ฒ ๐๐๐.