Hardik Shah

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: ADP Says U.S. Private Employers Added 𝟒𝟐,𝟐𝟓𝟎 Jobs Weekly Average - $QQQ $SPY 

👉 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.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SEC Proposed Amendments to Simplify Public Company Reporting - $QQQ $SPY

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $GOOGL Google Deepens AI Investments in Singapore With National AI Partnership

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  Google launches national 𝐀𝐈 partnership with the Singapore government.

➤  Collaboration spans 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, education, enterprise AI, and safety initiatives.

➤  Google DeepMind exploring 𝐀𝐈 𝐜𝐨-𝐜𝐥𝐢𝐧𝐢𝐜𝐢𝐚𝐧 research with public health clusters.

➤  Partnership includes AI science tools with 𝐍𝐑𝐅 and 𝐀*𝐒𝐓𝐀𝐑 researchers.

➤  Google expands 𝐀𝐈 educator tools and workforce upskilling with Singapore’s MOE.

➤  Company growing Singapore engineering teams to accelerate 𝐚𝐠𝐞𝐧𝐭𝐢𝐜 𝐀𝐈 adoption.

➤  Joint efforts focus on 𝐀𝐈 𝐬𝐚𝐟𝐞𝐭𝐲, multilingual benchmarks, and trusted deployment

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: NATO TO CONSIDER HORMUZ DEPLOYMENT IF STRAIT NOT OPEN BY JULY - $QQQ $SPY $USO

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Spacex Is Said to Plan to Buy Startup Cursor 30 Days After IPO - Bloomberg - $TSLA $GOOGL $MSFT

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: QIAGEN Partners With NVIDIA to Advance AI-Driven Drug Discovery - $QGEN $NVDA 

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  QIAGEN collaborates with 𝐍𝐕𝐈𝐃𝐈𝐀 to integrate AI into bioinformatics workflows.

➤  Partnership combines QIAGEN biomedical databases with 𝐍𝐕𝐈𝐃𝐈𝐀 𝐁𝐢𝐨𝐍𝐞𝐌𝐨 platform.

➤  Focus on identifying 𝐝𝐢𝐬𝐞𝐚𝐬𝐞 𝐦𝐞𝐜𝐡𝐚𝐧𝐢𝐬𝐦𝐬, biomarkers, and therapeutic targets.

➤  Integration applies 𝐠𝐫𝐚𝐩𝐡-𝐛𝐚𝐬𝐞𝐝 𝐀𝐈 to complex biological datasets.

➤  Supports drug discovery use cases including 𝐝𝐫𝐮𝐠 𝐫𝐞𝐩𝐮𝐫𝐩𝐨𝐬𝐢𝐧𝐠 and pathway analysis.

➤  QIAGEN knowledge bases currently serve 𝟏𝟓𝟎,𝟎𝟎𝟎+ scientists globally.

➤  Initial pilot programs launching with select 𝐩𝐡𝐚𝐫𝐦𝐚 and biotech partners.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SpaceX picks Goldman Sachs to lead record-breaking IPO, SpaceX could publicly disclose its prospectus as soon as Wednesday.

$TSLA $ASTS $RKLB $LUNR $PL $RDW

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $TSLA Tesla China FSD Rollout Signals Strengthen; Hiring Spans 9 Cities

Tesla China posts multiple autonomous driving test roles across Beijing, Shanghai, Guangzhou, Shenzhen, Suzhou and Wuhan, fueling speculation of accelerating FSD (Full Self-Driving) rollout in China. 

Company customer service says approval process for OTA deployment of advanced driver-assist features is under regulatory review, with updates to be pushed once approved. (Daily Economic News)

ValueAct Capital Portfolio Updates

$TOST $V $KKR $SPOT $WIX $RBLX $META $AMZN $LYV $MDB $RKT $DIS 

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $INTC Intel CEO Lip-Bu Tan Says PC Business Is Still Important to US: CNBC

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $META Meta Begins 8,000 Global Job Cuts in Asian Hub of Singapore

$AMZN | 𝐀𝐦𝐚𝐳𝐨𝐧: TD Cowen reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟓𝟎

Analyst sees 30-minute grocery delivery expanding Amazon’s logistics advantage and online grocery momentum. 

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

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AVAV 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.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Samsung Elec South Korea Union: Mediation Talks Have Been Terminated - Union Statement

$SNDK $MU $STX $WDC

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $LUNR Intuitive Machines Announces Two Prime Lunar Reconnaissance Contracts

Awarded $15.5 Mln Three-Year Lroc Contract and $4.5 Mln Three-Year Shadowcam Contract