$Lam Research(LRCX.US) | Evercore ISI 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐋𝐚𝐦 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟑𝟓𝟓
Analyst sees strong fundamentals but advises waiting to add shares, believing near-term positives are largely baked into the high valuation.
Hardik Shah
Hardik ShahSuggestions for you to follow
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$Bloom Energy(BE.US) | JPMorgan 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐁𝐥𝐨𝐨𝐦 𝐄𝐧𝐞𝐫𝐠𝐲, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟒𝟔 𝐟𝐫𝐨𝐦 $𝟐𝟔𝟕
Analyst sees significant growth to FY30, supported by existing partnerships, with new contract announcements expected to be the primary near-term catalyst.
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Apple(AAPL.US) Apple to Launch ‘Upgrade’ Device Leasing Program to Spur Sales, Apple Is Partnering With $Klarna(KLAR.US) Klarna On New 'apple Upgrade' Program - Bloomberg
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $AST SpaceMobile(ASTS.US) AST SpaceMobile Closes $𝟭.𝟭𝟱 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 Convertible Notes Offering
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲 closes $𝟭.𝟭𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 convertible senior notes offering.➤ Offering includes $𝟭𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 from the full purchasers' option.➤ Notes mature in 𝟮𝟬𝟯𝟰 and carry a 𝟭.𝟲𝟮𝟱% interest rate.➤ Capped call raises the effective conversion price to $𝟭𝟰𝟵.𝟮𝟬 per share.➤ Company expects effective dilution of 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝟮%.➤ Pro forma cash rises to more than $𝟯.𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Settlement of the $𝟭𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 option notes is expected on 𝗝𝘂𝗹𝘆 𝟮𝟮, 𝟮𝟬𝟮𝟲.➤ AST SpaceMobile may settle future conversions in 𝗰𝗮𝘀𝗵, 𝘀𝗵𝗮𝗿𝗲𝘀, or a combination.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗔𝗻𝗱𝘆 𝗝𝗼𝗵𝗻𝘀𝗼𝗻, Chief Financial Officer of AST SpaceMobile:"The notes have our lowest coupon ever at 1.625% and have an effective conversion price of $149.20 per share, well above our all-time high stock price, providing cost-efficient capital with effective dilution of less than 2%."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Vertiv(VRT.US) Vertiv Expands Italy Facility to Boost AI Data Center Cooling Capacity
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗲𝗿𝘁𝗶𝘃 is expanding its 𝗧𝗼𝗴𝗻𝗮𝗻𝗮, Italy technology campus.➤ Company expects to 𝗱𝗼𝘂𝗯𝗹𝗲 regional chiller production capacity by end of 𝟮𝟬𝟮𝟲.➤ New large-scale cooling testing laboratory is planned for 𝗲𝗮𝗿𝗹𝘆 𝟮𝟬𝟮𝟳.➤ Expansion supports growing demand for 𝗔𝗜 and high-density computing infrastructure.➤ New lab will test 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 𝗰𝗵𝗶𝗹𝗹𝗲𝗿𝘀 with liquid cooling systems.➤ Facility will validate cooling performance under 𝗵𝗶𝗴𝗵-𝗱𝗲𝗻𝘀𝗶𝘁𝘆 workloads and extreme temperatures.➤ Campus integrates 𝗥&𝗗, manufacturing, testing, and customer engagement.➤ Customer Experience Center enables 𝗿𝗲𝗮𝗹-𝘄𝗼𝗿𝗹𝗱 cooling technology validation.➤ Investment strengthens Vertiv's 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 innovation and manufacturing capabilities.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗚𝗶𝗼 𝗔𝗹𝗯𝗲𝗿𝘁𝗮𝘇𝘇𝗶, CEO of Vertiv:"AI is driving thermal demands that didn't exist two years ago, with higher densities, faster deployment demands, and no room to compromise on reliability. The expansion at Tognana puts us further ahead with more manufacturing capacity, integrated testing, and advanced thermal management systems built for current and future generations of silicon. This investment reinforces our position at the front of the curve."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tesla(TSLA.US) Tesla Expands Robotaxi Service to Orlando and Tampa
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗲𝘀𝗹𝗮 expands its 𝗥𝗼𝗯𝗼𝘁𝗮𝘅𝗶 service to Orlando and Tampa.➤ Expansion comes one day before 𝗧𝗲𝘀𝗹𝗮'𝘀 𝗤𝟮 earnings report.➤ Robotaxi remains a key driver of Tesla's 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻.➤ Tesla launched its first Robotaxi service in 𝗔𝘂𝘀𝘁𝗶𝗻 in June last year.➤ Service previously expanded to 𝗗𝗮𝗹𝗹𝗮𝘀, 𝗛𝗼𝘂𝘀𝘁𝗼𝗻, and 𝗠𝗶𝗮𝗺𝗶.➤ Tesla continues supervised Robotaxi testing in the 𝗦𝗮𝗻 𝗙𝗿𝗮𝗻𝗰𝗶𝘀𝗰𝗼 𝗕𝗮𝘆 𝗔𝗿𝗲𝗮.➤ Investors continue monitoring Robotaxi rollout and expansion pace.➤ Tesla says 𝗿𝗶𝗴𝗼𝗿𝗼𝘂𝘀 𝘀𝗮𝗳𝗲𝘁𝘆 𝘁𝗲𝘀𝘁𝗶𝗻𝗴 remains the primary deployment constraint.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Vertical Aerospace(EVTL.US) Vertical Aerospace Joins EU Project to Accelerate eVTOL Airspace Integration
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 joins the 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗩𝗘𝗥𝗧𝗜-𝗚𝗢 initiative.➤ Project aims to accelerate safe 𝗲𝗩𝗧𝗢𝗟 integration into European airspace.➤ Initiative brings together manufacturers, regulators, and air navigation providers.➤ Project is Europe's equivalent of the FAA's 𝗲𝗩𝗧𝗢𝗟 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝗣𝗶𝗹𝗼𝘁 𝗣𝗿𝗼𝗴𝗿𝗮𝗺.➤ Flight demonstrations will include Vertical's 𝗲𝗩𝗧𝗢𝗟 in Spain.➤ Demonstration flights are planned between 𝗠𝗮𝗹𝗮𝗴𝗮 and 𝗠𝗮𝗿𝗯𝗲𝗹𝗹𝗮.➤ Project focuses on developing operational frameworks for commercial air mobility.➤ 𝗛𝗼𝗻𝗲𝘆𝘄𝗲𝗹𝗹 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 is participating in the initiative.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗖𝗲𝗿𝘃𝗲𝗻𝗸𝗮, Chief Commercial and Strategy Officer of Vertical Aerospace:“Advancing electric aviation requires more than just an advanced aircraft. It requires an ecosystem of trusted partners working together to enable safe, seamless operations in an increasingly complex airspace. Project VERTI-GO is Europe's equivalent of the FAA's eVTOL Integration Pilot Program in the U.S., bringing together industry, regulators and air navigation providers to develop that operational framework. This kind of collaboration is essential to building confidence in the technology and accelerating the industry's path forward.”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Critical Metals(CRML.US) Critical Metals Consortium Shortlisted for Kenya's Mrima Hill Rare Earth Project
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗲𝘁𝗮𝗹𝘀-led consortium reaches final bidding stage for 𝗠𝗿𝗶𝗺𝗮 𝗛𝗶𝗹𝗹.➤ Consortium is one of only 𝟯 𝗳𝗶𝗻𝗮𝗹𝗶𝘀𝘁𝘀 selected by the Kenyan government.➤ 𝗠𝗿𝗶𝗺𝗮 𝗛𝗶𝗹𝗹 is among the world's largest undeveloped rare earth and niobium deposits.➤ Project complements Critical Metals' 𝗧𝗮𝗻𝗯𝗿𝗲𝗲𝘇 rare earth project in Greenland.➤ China currently controls approximately 𝟵𝟬% of global rare earth supply.➤ Rare earth magnet demand is projected to grow 𝟰–𝟲𝘅 by 𝟮𝟬𝟰𝟬.➤ Consortium has a combined market value of approximately $𝟭.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Consortium holds more than $𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in cash reserves.➤ Development plan targets faster production through accelerated engineering and procurement.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗧𝗼𝗻𝘆 𝗦𝗮𝗴𝗲, Chairman of Critical Metals Corp:“Being shortlisted for the final stage of this process is a defining moment for Critical Metals and our Consortium. Mrima Hill is precisely the kind of world-class, strategically located asset we have built this Company to pursue, and it sits perfectly alongside Tanbreez, further strengthening our Western-aligned rare earth strategy. We are deeply grateful to the Government of Kenya for the trust it has placed in us and our commitment of delivering lasting value for Kenya as this process moves into its final stage.”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Intel and Fortinet Partner to Develop Next-Generation Security Processor - $Intel(INTC.US) $Fortinet(FTNT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗜𝗻𝘁𝗲𝗹 and 𝗙𝗼𝗿𝘁𝗶𝗻𝗲𝘁 partner to develop 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗼𝗿 𝟲 (𝗦𝗣𝟲).➤ Collaboration combines Fortinet ASIC technology with Intel's manufacturing capabilities.➤ Partnership expands the companies' existing strategic relationship.➤ Agreement aims to diversify 𝗙𝗼𝗿𝘁𝗶𝗻𝗲𝘁'𝘀 global semiconductor supply chain.➤ Intel will provide semiconductor design, packaging, and manufacturing expertise.➤ Collaboration supports Fortinet's long-term 𝗔𝗦𝗜𝗖 roadmap.➤ Companies will explore broader semiconductor and cybersecurity collaboration.➤ Partnership aims to strengthen resilient global technology infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗞𝗲𝗻 𝗫𝗶𝗲, Founder, Chairman, and CEO of Fortinet:"This expanded relationship with Intel will leverage its unique combination of advanced semiconductor technology, manufacturing expertise, and global supply chain capabilities, helping Fortinet accelerate and strengthen our ASIC strategy."𝗟𝗶𝗽-𝗕𝘂 𝗧𝗮𝗻, CEO of Intel:"can help cybersecurity leaders like Fortinet accelerate the development of critical security technologies while building a more resilient and diversified global supply chain."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Expands Taurus Family With 3.2T Smart Signal Conditioners for AI Infrastructure
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 expands its 200G Taurus connectivity portfolio.➤ New family includes 𝗧𝗮𝘂𝗿𝘂𝘀 𝟯.𝟮𝗧 Smart Signal Conditioners.➤ Devices support 𝟮𝟬𝟬𝗚-𝗽𝗲𝗿-𝗹𝗮𝗻𝗲 Ethernet, UALink, and ESUN connectivity.➤ Portfolio adds footprint-compatible 𝟭𝟲-𝗹𝗮𝗻𝗲 Smart Retimers and Smart Redrivers.➤ 𝗦𝗺𝗮𝗿𝘁 𝗦𝘄𝗮𝗽 enables component changes without board redesigns.➤ Unified 𝗖𝗢𝗦𝗠𝗢𝗦 software supports design, monitoring, debugging, and deployment.➤ Smart Redrivers add telemetry, diagnostics, and intelligent link management.➤ Observability includes channel estimation, eye monitoring, and temperature-compensating EQ.➤ Open 𝗢𝗖𝗣 footprint supports flexible multi-vendor signal-conditioner sourcing.➤ New products target denser, efficient 𝘀𝗰𝗮𝗹𝗲-𝘂𝗽 and 𝘀𝗰𝗮𝗹𝗲-𝗼𝘂𝘁 AI clusters.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗔𝗱𝗶𝘁 𝗡𝗮𝗿𝗮𝘀𝗶𝗺𝗵𝗮, senior vice president & general manager of Signal Connectivity Group at Astera Labs:“AI infrastructure is entering a phase where flexibility becomes a competitive advantage,” said Adit Narasimha, senior vice president & general manager of Signal Connectivity Group at Astera Labs. “As 200G-per-lane signal conditioners become critical for on-board connectivity, customers need the freedom to optimize reach, power, and cost later in the design cycle. By expanding the Taurus family with footprint-compatible x16 Smart Retimers and Smart Redrivers, we are giving customers a more flexible path to scaling denser AI infrastructure with stronger economics.”𝗥𝗼𝗯𝗲𝗿𝘁 𝗛𝗼𝗿𝗺𝘂𝘁𝗵, corporate vice president, Architecture and Strategy, AMD:“Open, standards-based technologies and ecosystem collaboration are core to AMD’s AI strategy to deliver customer choice, interoperability and flexibility at every layer,” said Robert Hormuth, corporate vice president, Architecture and Strategy, AMD. “Our collaboration with Astera Labs on open connectivity helps customers build efficient, adaptable rack-scale systems, and the expanded Taurus family shows how standards-based design can preserve flexibility as infrastructure evolves.”𝗠𝗮𝘁𝘁 𝗞𝗶𝗺𝗯𝗮𝗹𝗹, vice president and principal analyst at Moor Insights & Strategy:“The physical layer is becoming a more visible constraint on cluster design, deployment timelines, and long-term platform flexibility as hyperscalers and neoclouds build denser AI systems,” said Matt Kimball, vice president and principal analyst at Moor Insights & Strategy. “Astera Labs’ Taurus family is well aligned with that shift by giving customers a standards-based way to balance reach, power, observability, and supplier optionality as they move into 200G infrastructure.”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Gorilla Tech(GRRR.US) Gorilla Technology Raises $232 Million to Accelerate AI Infrastructure Projects
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗿𝗶𝗹𝗹𝗮 raised 𝗮𝗴𝗴𝗿𝗲𝗴𝗮𝘁𝗲 𝗴𝗿𝗼𝘀𝘀 𝗽𝗿𝗼𝗰𝗲𝗲𝗱𝘀 𝗼𝗳 $𝟮𝟯𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ Capital supports AI programmes across 𝗜𝗻𝗱𝗶𝗮, 𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮, and 𝗧𝗵𝗮𝗶𝗹𝗮𝗻𝗱.➤ 𝗡𝗲𝘂𝘁𝗿𝗮𝗗𝗖 𝗕𝗮𝘁𝗮𝗺 supports approximately $𝟮.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in five-year revenue.➤ Batam’s first deployment tranche targets 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲.➤ 𝗬𝗼𝘁𝘁𝗮 𝟭 includes 𝟲𝟰𝟬 servers and 𝟱,𝟭𝟮𝟬 GPUs.➤ Yotta 1 could generate approximately $𝟱𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 over five years.➤ 𝗬𝗼𝘁𝘁𝗮 𝟮 targets deployment of 𝟮𝟬,𝟳𝟯𝟲 next-generation GPUs.➤ Batam debt offers cover approximately 𝟳𝟬% of expected infrastructure costs.➤ 𝗞𝗼𝗿𝗮𝘁’s 𝟮𝟬𝟬𝗠𝗪 campus could support 𝟭𝟬𝟬,𝟬𝟬𝟬–𝟭𝟭𝟬,𝟬𝟬𝟬 GPU equivalents.➤ Korat’s illustrative five-year revenue potential is $𝟭𝟲–$𝟭𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗮𝘆 𝗖𝗵𝗮𝗻𝗱𝗮𝗻, Chairman and Chief Executive Officer of Gorilla Technology:"There has been considerable market attention on the financing instrument but a lack of focus on the signed commercial programme that the financing enables. What should shareholders focus on? Not the financing itself, but the hundreds of millions of dollars in annualized revenue those financings have made possible.This is not capital raised in the hope that Gorilla will subsequently find a customer or identify a project. The customer contract is signed, the data-centre capacity has been secured and the deployment programme is moving into execution. The financing provides the capital required to connect those elements and begin delivery.The market is entitled to scrutinise every financing. Management is equally responsible for explaining what that financing supports. In this case, our $125 million capital raise is helping Gorilla execute a signed contract representing approximately $2.5 billion of expected revenue over five years alongside separate financing offers covering approximately 70% of expected project costs.Growth on this scale cannot be funded by rhetoric. It requires disciplined access to capital, strong counterparties and capital deployed against contracted demand. That is precisely what Gorilla is
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Microsoft and Mistral Expand European AI Partnership With Multibillion-Dollar Infrastructure Deal - $Microsoft(MSFT.US) $NVIDIA(NVDA.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 makes a multibillion-dollar commitment to Mistral’s European AI infrastructure.➤ Mistral will expand capacity using thousands of 𝗡𝗩𝗜𝗗𝗜𝗔 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻 GPUs.➤ Microsoft will use Mistral capacity for 𝗰𝗹𝗼𝘂𝗱 and AI services.➤ 𝗠𝗶𝘀𝘁𝗿𝗮𝗹 𝗠𝗲𝗱𝗶𝘂𝗺 𝟯.𝟱 and 𝗢𝗖𝗥 𝟰 join Microsoft Foundry.➤ Mistral Medium 3.5 is now available in 𝗖𝗼𝗽𝗶𝗹𝗼𝘁 𝗦𝘁𝘂𝗱𝗶𝗼.➤ Customers can deploy models across 𝗰𝗹𝗼𝘂𝗱, connected, and disconnected environments.➤ Partnership strengthens Microsoft’s 𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗖𝗹𝗼𝘂𝗱 strategy in Europe.➤ Microsoft and Mistral will jointly pursue global 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 opportunities.➤ Collaboration includes funded 𝗽𝗿𝗼𝗼𝗳𝘀 𝗼𝗳 𝗰𝗼𝗻𝗰𝗲𝗽𝘁, Azure credits, and workshops.➤ Regulated industries gain greater 𝗱𝗮𝘁𝗮 𝗰𝗼𝗻𝘁𝗿𝗼𝗹, resilience, and deployment flexibility.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗕𝗿𝗮𝗱 𝗦𝗺𝗶𝘁𝗵, Vice Chair and President, Microsoft:"Europe should have access to the world's most capable AI without compromising control over their data, operations or digital future. By bringing Mistral's frontier European models into our sovereign cloud portfolio and enabling them across public cloud, cloud-connected and fully disconnected environments, we are honoring the European Digital Commitments we made and giving customers a trusted foundation for AI they can operate on their own terms."𝗔𝗿𝘁𝗵𝘂𝗿 𝗠𝗲𝗻𝘀𝗰𝗵, Co-Founder and Chief Executive Officer, Mistral:"Our mission has always been to put frontier AI in the hands of every organization while keeping them in control of their technology. With Microsoft as our partner, our models reach enterprises and public institutions at global scale — delivered through a platform trusted for the most demanding, regulated workloads and available everywhere our customers operate."𝗜𝗮𝗻 𝗕𝘂𝗰𝗸, Vice President of Hyperscale and High-Performance Computing, NVIDIA:"Agentic AI is driving unprecedented demand for high-performance, energy-efficient AI infrastructure. By deploying NVIDIA Vera Rubin systems at scale, Mistral and Microsoft will give customers the computing foundation they need to build and run the next generation of AI across Europe and beyond."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: ADP Weekly Hiring Gauge Slows for Fourth Straight Week - $QQQ $SPY
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗨.𝗦. private employers added an average of 𝟭𝟲,𝟱𝟬𝟬 jobs per week.➤ Data covers the 𝗳𝗼𝘂𝗿 𝘄𝗲𝗲𝗸𝘀 ending 𝗝𝘂𝗹𝘆 𝟰, 𝟮𝟬𝟮𝟲.➤ Hiring slowed for the 𝗳𝗼𝘂𝗿𝘁𝗵 𝘀𝘁𝗿𝗮𝗶𝗴𝗵𝘁 𝘄𝗲𝗲𝗸.➤ Four-week average declined from 𝟭𝟵,𝟮𝟱𝟬 in the prior week.➤ Hiring averaged 𝟮𝟭,𝟬𝟬𝟬 for the week ending 𝗝𝘂𝗻𝗲 𝟮𝟬.➤ Weekly hiring averaged 𝟯𝟬,𝟳𝟱𝟬 in early June.➤ Hiring peaked at 𝟰𝟬,𝟳𝟱𝟬 for the week ending 𝗠𝗮𝘆 𝟮.➤ Figures are based on ADP's 𝘀𝗲𝗮𝘀𝗼𝗻𝗮𝗹𝗹𝘆 𝗮𝗱𝗷𝘂𝘀𝘁𝗲𝗱 high-frequency payroll data.➤ ADP said the estimates are 𝗽𝗿𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝗿𝘆 and may be revised.H
🚨 Pre-market buzz!
$Utz Brands(UTZ.US) $Nebius(NBIS.US) $3M(MMM.US) $Mobileye Global(MBLY.US) $Vicor(VICR.US) $NOVARTIS AG(NVS.US) $One Stop(OSS.US) $Taiwan Semiconductor(TSM.US) $Redwire(RDW.US) $Crown(CCK.US) $Kratos Defense & Security(KTOS.US) $General Motors(GM.US) $Northrop Grumman(NOC.US) $Charles Schwab(SCHW.US) $Halliburton(HAL.US) $Salesforce(CRM.US) $Adobe(ADBE.US) $Magnolia Oil & Gas(MGY.US) $MSCI(MSCI.US) $Equifax(EFX.US) $Agios Pharmac(AGIO.US)
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$CloudFlare(NET.US) | Truist Securities 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟓𝟎
Analyst sees Cloudflare's shift to a unified platform for security, developer tools, and AI as strategically credible, despite near-term margin pressure.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Kratos Defense & Security(KTOS.US) Kratos Wins Approximately $𝟭𝟱𝟲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 U.S. DOE C-UAS Contract
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗞𝗿𝗮𝘁𝗼𝘀 awarded an approximately $𝟭𝟱𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 sole-source IDIQ contract.➤ Contract awarded by the 𝗨.𝗦. 𝗗𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁 𝗼𝗳 𝗘𝗻𝗲𝗿𝗴𝘆'𝘀 𝗡𝗡𝗦𝗔.➤ Award supports 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗦𝗼𝗹𝗮𝗿 𝗦𝗵𝗶𝗲𝗹𝗱 for national security missions.➤ Kratos will deliver 𝗺𝗼𝗯𝗶𝗹𝗲 𝗖𝗼𝘂𝗻𝘁𝗲𝗿-𝗨𝗻𝗺𝗮𝗻𝗻𝗲𝗱 𝗔𝗶𝗿𝗰𝗿𝗮𝗳𝘁 𝗦𝘆𝘀𝘁𝗲𝗺 platforms.➤ Platforms will detect, track, identify, and respond to hostile drones.➤ System provides a 𝗺𝗼𝗯𝗶𝗹𝗲 𝗹𝗮𝘆𝗲𝗿𝗲𝗱 𝗖-𝗨𝗔𝗦 defense capability.➤ Kratos was selected following a rigorous 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 evaluation process.➤ Contract work begins 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲𝗹𝘆 at secure Kratos facilities.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗮𝘃𝗲 𝗖𝗮𝗿𝘁𝗲𝗿, President of Kratos' Defense & Rocket Support Services Division:“Project Solar Shield represents a significant milestone for Kratos and the broader government C-UAS market. As the first large scale government production contract of its kind built around this integrated approach, the program demonstrates the value of combining C-UAS, mobile platform design, command-and-control capabilities, and resilient power management into a single mission-ready solution. The resulting platform provides OST with a highly modular and scalable mobile C-UAS capability, designed to support evolving mission requirements across the continental United States.”𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼, President and CEO of Kratos:“We believe that Kratos’ technology, system and integration capabilities in the C-UAS mission area are industry leading, and also our ability to mass produce large quantities of relevant systems at an affordable cost. Our entire organization is proud to have received this program award to protect and secure critical United States assets and infrastructure.”
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Novo Nordisk Sues Eli Lilly in U.S. Federal Court, Alleging Claim Under the Lanham Act, Court Records Show - $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US)
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NASA Estimates $𝟮.𝟭 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 for Nuclear-Powered Mars Mission - $Oklo(OKLO.US) $NuScale Power(SMR.US) $NANO Nuclear Energy(NNE.US) $Vistra(VST.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗔𝗦𝗔 estimates $𝟮.𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 for the 𝗦𝗽𝗮𝗰𝗲 𝗥𝗲𝗮𝗰𝘁𝗼𝗿-𝟭 𝗙𝗿𝗲𝗲𝗱𝗼𝗺 mission.➤ Mission launch is targeted for 𝗹𝗮𝘁𝗲 𝟮𝟬𝟮𝟴.➤ Funding plan requests $𝟲𝟰𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟮𝟲.➤ Funding includes $𝟴𝟵𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟮𝟳 and $𝟰𝟭𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟮𝟴.➤ Final $𝟭𝟴𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 is planned for 𝟮𝟬𝟮𝟵.➤ Cost estimate excludes the 𝗦𝗸𝘆𝗙𝗮𝗹𝗹 science payload mission.➤ Mission aims to validate 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰 𝗽𝗿𝗼𝗽𝘂𝗹𝘀𝗶𝗼𝗻 in flight for the first time.➤ Spacecraft is expected to carry 𝘁𝗵𝗿𝗲𝗲 𝗵𝗲𝗹𝗶𝗰𝗼𝗽𝘁𝗲𝗿𝘀 to Mars.➤ Helicopters will collect scientific data and search for 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘄𝗮𝘁𝗲𝗿 𝘀𝗼𝘂𝗿𝗰𝗲𝘀.
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$Alphabet(GOOGL.US) | Wells Fargo 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭 to $𝟒𝟑𝟖 from $𝟒𝟏𝟔, maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭
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$Amazon(AMZN.US) | Wells Fargo 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐦𝐚𝐳𝐨𝐧.𝐜𝐨𝐦 to $𝟑𝟐𝟐 from $𝟑𝟏𝟑, maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭
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$Salesforce(CRM.US) | Morgan Stanley 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 to 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟖𝟓 from $𝟐𝟖𝟕
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📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Morgan Stanley Says AI Could Transform the $𝟭𝟰 Trillion U.S. Mortgage Market - $Lennar(LEN.US) $Rocket(RKT.US) $D.R. Horton(DHI.US) $Opendoor Tech(OPEN.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆 says AI could add 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻𝘀 in refinancing volume.➤ AI could reduce friction across nearly every stage of the 𝗺𝗼𝗿𝘁𝗴𝗮𝗴𝗲 process.➤ AI-optimized mortgage offerings could improve 𝗮𝗳𝗳𝗼𝗿𝗱𝗮𝗯𝗶𝗹𝗶𝘁𝘆 and credit access.➤ Bank expects higher long-term 𝗵𝗼𝗺𝗲𝗼𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽 and mortgage sales volumes.➤ AI could make 𝟯𝟬-𝘆𝗲𝗮𝗿 fixed mortgages behave more like 𝗳𝗹𝗼𝗮𝘁𝗶𝗻𝗴-𝗿𝗮𝘁𝗲 loans.➤ Rising mortgage rates could further strengthen the 𝗹𝗼𝗰𝗸-𝗶𝗻 effect for homeowners.➤ AI may expand opportunities for 𝗰𝗮𝘀𝗵-𝗼𝘂𝘁 refinancing and home equity lending.➤ AI tools could help home builders overcome 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 and zoning hurdles.➤ The 𝗥𝗢𝗔𝗗 𝘁𝗼 𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗔𝗰𝘁 aims to reduce barriers to housing development.
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$Amazon(AMZN.US) | Telsey 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐀𝐦𝐚𝐳𝐨𝐧.𝐜𝐨𝐦, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟑𝟏𝟓
Analyst sees healthy business trends continuing in 2026, driven by market share gains, a sticky Prime member base, and its technological edge in AI.H
$IREN(IREN.US) | Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐈𝐑𝐄𝐍, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟎
Analyst sees new AI cloud contracts improving visibility into IREN's growth, signaling that deployable AI compute capacity remains scarce.
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Mobileye Global(MBLY.US) Mobileye to Bring Cloud-Enhanced ADAS to Select Stellantis Vehicles in 2027
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗦𝘁𝗲𝗹𝗹𝗮𝗻𝘁𝗶𝘀 will integrate 𝗠𝗼𝗯𝗶𝗹𝗲𝘆𝗲 𝗥𝗘𝗠 technology in select 𝟮𝟬𝟮𝟳 vehicles.➤ Integration will enhance 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲 driving through crowdsourced intelligence.➤ First applications are planned for select 𝗨.𝗦. models in 𝟮𝟬𝟮𝟳.➤ REM covers more than 𝟵𝟱% of public roads in the 𝗨.𝗦. and 𝗘𝘂𝗿𝗼𝗽𝗲.➤ 𝗙𝗶𝘃𝗲 of the world's 𝟭𝟬 largest automakers contribute data to REM.➤ REM collected data from over 𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 vehicles covering 𝟯𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 miles last year.➤ Technology supports intelligent lane keeping and 𝗵𝗮𝗻𝗱𝘀-𝗳𝗿𝗲𝗲, 𝗲𝘆𝗲𝘀-𝗼𝗻 driving.➤ REM continuously updates road intelligence using anonymized vehicle data.➤ Mobileye's 𝗘𝘆𝗲𝗤𝟲𝗟 powers the cloud-enhanced ADAS platform.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗡𝗶𝗺𝗿𝗼𝗱 𝗡𝗲𝗵𝘂𝘀𝗵𝘁𝗮𝗻, Executive Vice President of Business Development and Strategy at Mobileye:“We’re proud to expand our work with Stellantis, bringing a new level of intelligence to the vehicle itself through REM and the EyeQ6L. Cloud-enhanced ADAS plays a core role in our lineup of advanced technologies, from Surround ADAS through fully autonomous vehicles, that enables safety and convenience features in a vertically integrated package at a cost-efficient scale.”