Hardik Shah

Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Starbucks(SBUX.US) Starbucks Cuts UK, Hong Kong Office Jobs in Restructuring Effort - Bloomberg

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Abbvie Closes in on Nearly $11Bn Deal for Biotech Apogee Therapeutics - FT - $Apogee Therapeutic(APGE.US) $Abbvie(ABBV.US)

๐Ÿ“ข Companies Reporting Earnings Next Week

$Carnival(CCL.US) $FedEx(FDX.US) $KB Home(KBH.US) $WDR $Cerebras(CBRS.US) $Paychex(PAYX.US) $Daktronics(DAKT.US) $Micron Tech(MU.US) $H. B. Fuller(FUL.US) $Worthington Steel(WS.US) $MillerKnoll(MLKN.US) $Trip.com(TCOM.US) $Darden Restaurants(DRI.US) $Mccormick(MKC.US) $Blackberry(BB.US)

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Momentus(MNTS.US) Momentus files ATM offering of up to $75M in common stock

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Intel(INTC.US) Intel Appoints Seok-Hee Lee as EVP of Intel Foundry

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐ˆ๐ง๐ญ๐ž๐ฅ appointed ๐’๐ž๐จ๐ค-๐‡๐ž๐ž ๐‹๐ž๐ž as Executive Vice President of Intel Foundry.

โžค Lee will oversee ๐š๐๐ฏ๐š๐ง๐œ๐ž๐ ๐ฉ๐š๐œ๐ค๐š๐ ๐ข๐ง๐ , system integration, and back-end manufacturing.

โžค Lee will report directly to Intel CEO ๐‹๐ข๐ฉ-๐๐ฎ ๐“๐š๐ง.

โžค He joins Intel from ๐’๐Š ๐Ž๐ง, where he served as President and CEO.

โžค Lee previously led ๐’๐Š ๐ก๐ฒ๐ง๐ข๐ฑ and held engineering leadership roles at Intel.

โžค Intel plans to ramp advanced packaging technologies including ๐„๐Œ๐ˆ๐-๐“ and ๐‡๐๐ˆ.

โžค Intel is establishing ๐š๐๐ฏ๐š๐ง๐œ๐ž๐ ๐ฉ๐š๐œ๐ค๐š๐ ๐ข๐ง๐  as a separate business unit.

โžค ๐๐š๐ ๐š ๐‚๐ก๐š๐ง๐๐ซ๐š๐ฌ๐ž๐ค๐š๐ซ๐š๐ง will continue leading front-end technology and manufacturing.

โžค Chandrasekaran retains responsibility for ๐ˆ๐ง๐ญ๐ž๐ฅ ๐Ÿ๐Ÿ–๐€ and ๐ˆ๐ง๐ญ๐ž๐ฅ ๐Ÿ๐Ÿ’๐€ process ramps.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Advanced packaging is becoming a key differentiator in ๐€๐ˆ and high-performance computing.

โžค Leadership changes support Intel's strategy to expand its ๐Ÿ๐จ๐ฎ๐ง๐๐ซ๐ฒ business.

โžค Dedicated packaging operations could accelerate commercialization of ๐ง๐ž๐ฑ๐ญ-๐ ๐ž๐ง chip technologies.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "Seok-Hee brings deep expertise in leading complex, high-scale technology and manufacturing organizations, along with a strong track record of operational execution." โ€” ๐‹๐ข๐ฉ-๐๐ฎ ๐“๐š๐ง, Chief Executive Officer of Intel.

โžค "He will focus on coupling logic, memory, networking, and other critical components for Intel Foundry customers, while helping ramp advanced packaging technologies including EMIB-T and HBI to high volume." โ€” ๐‹๐ข๐ฉ-๐๐ฎ ๐“๐š๐ง, Chief Executive Officer of Intel.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Meta Platforms(META.US) Meta lobbied U.S. Congress for immunity from child-harm lawsuits as part of child online safety legislation - Reuters

Trump: we expect a complete ceasefire on all fronts, including Lebanon, Hezbollah, and Israel - $QQQ $SPY $USO

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Google Launches Gemini-Powered โ€œAsk Ad Managerโ€ AI Agent - $Alphabet(GOOGL.US) $Meta Platforms(META.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Google introduced ๐€๐ฌ๐ค ๐€๐ ๐Œ๐š๐ง๐š๐ ๐ž๐ซ, a Gemini-powered AI agent for publishers.

โžค The tool provides ๐ฉ๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ๐ข๐ณ๐ž๐ insights using each publisher's own data.

โžค Ask Ad Manager can ๐ญ๐ซ๐จ๐ฎ๐›๐ฅ๐ž๐ฌ๐ก๐จ๐จ๐ญ ad delivery and revenue issues in real time.

โžค Publishers can generate ๐œ๐ฎ๐ฌ๐ญ๐จ๐ฆ reports, metrics, and benchmarks with prompts.

โžค The AI agent enables ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ navigation across Google Ad Manager.

โžค Context-aware links automatically load relevant ๐Ÿ๐ข๐ฅ๐ญ๐ž๐ซ๐ฌ and settings.

โžค Ask Ad Manager enters ๐›๐ž๐ญ๐š this month, with additional capabilities planned.

โžค Google plans new ๐‘๐„๐’๐“ ๐€๐๐ˆ๐ฌ and an MCP server later this year.

โžค Yahoo is already integrating Ad Manager into ๐œ๐ฎ๐ฌ๐ญ๐จ๐ฆ ๐€๐ˆ agents for ad operations.

โžค Google is developing specialized AI agents for ๐ฉ๐ฎ๐›๐ฅ๐ข๐ฌ๐ก๐ž๐ซ๐ฌ and agencies.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค AI automation could reduce manual work across ๐š๐ ๐จ๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ and reporting.

โžค Faster insights may help publishers improve ๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž and campaign performance.

โžค Expands Google's push to embed ๐†๐ž๐ฆ๐ข๐ง๐ข across enterprise advertising tools.

โžค Signals a broader shift toward ๐š๐ ๐ž๐ง๐ญ๐ข๐œ ๐€๐ˆ in digital advertising.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "Ask Ad Manager, built with Gemini, is our multi-turn, conversational agent that helps publishers get deeper insights, understand their performance and make better decisions faster."

โžค "By optimizing common workflows and moving you from asking to doing, Ask Ad Manager can free up time for more strategic work." โ€” ๐†๐จ๐จ๐ ๐ฅ๐ž.

โžค "Our goal is to work alongside our partners to build a future where AI helps you manage and grow your advertising business." โ€” ๐†๐จ๐จ๐ ๐ฅ๐ž.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Adobe(ADBE.US) Adobe Expands Firefly AI Studio and Launches Creative Agent Across Creative Cloud

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐€๐๐จ๐›๐ž expanded its ๐œ๐ซ๐ž๐š๐ญ๐ข๐ฏ๐ž ๐š๐ ๐ž๐ง๐ญ across Firefly and Creative Cloud.

โžค Firefly now offers enhanced ๐š๐ ๐ž๐ง๐ญ๐ข๐œ ๐€๐ˆ capabilities spanning ideation, creation and production.

โžค AI Assistant is rolling out to ๐๐ก๐จ๐ญ๐จ๐ฌ๐ก๐จ๐ฉ, ๐๐ซ๐ž๐ฆ๐ข๐ž๐ซ๐ž, ๐ˆ๐ฅ๐ฅ๐ฎ๐ฌ๐ญ๐ซ๐š๐ญ๐จ๐ซ, ๐ˆ๐ง๐ƒ๐ž๐ฌ๐ข๐ ๐ง and ๐…๐ซ๐š๐ฆ๐ž.๐ข๐จ.

โžค Creative agent can orchestrate ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฌ๐ญ๐ž๐ฉ ๐ฐ๐จ๐ซ๐ค๐Ÿ๐ฅ๐จ๐ฐ๐ฌ from simple user prompts.

โžค Firefly introduced ๐›๐ซ๐š๐ง๐ ๐ค๐ข๐ญ generation, storyboard creation and video production tools.

โžค New Firefly features include ๐„๐ฅ๐ž๐ฆ๐ž๐ง๐ญ๐ฌ and ๐๐ซ๐จ๐ฃ๐ž๐œ๐ญ๐ฌ for asset reuse and workflow continuity.

โžค Adobe is bringing creative tools to ๐‚๐ก๐š๐ญ๐†๐๐“, ๐‚๐ฅ๐š๐ฎ๐๐ž, ๐‚๐จ๐ฉ๐ข๐ฅ๐จ๐ญ, ๐†๐ž๐ฆ๐ข๐ง๐ข and Slack.

โžค The expansion extends Adobe's reach to ๐ก๐ฎ๐ง๐๐ซ๐ž๐๐ฌ ๐จ๐Ÿ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง๐ฌ of users.

โžค Firefly's upgraded creative AI studio experience has entered ๐ฉ๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐›๐ž๐ญ๐š.

โžค Adobe survey found ๐Ÿ•๐Ÿ“% of creators use AI as an integrated or essential workflow tool.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Adobe is embedding ๐€๐ˆ ๐š๐ ๐ž๐ง๐ญ๐ฌ directly into industry-leading creative software.

โžค Integration with major AI platforms broadens Adobe's ๐€๐ˆ ecosystem reach.

โžค Automation of repetitive tasks could boost ๐œ๐ซ๐ž๐š๐ญ๐จ๐ซ ๐ฉ๐ซ๐จ๐๐ฎ๐œ๐ญ๐ข๐ฏ๐ข๐ญ๐ฒ and workflow efficiency.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "Adobe has always been at the center of how the best creative work comes to life, and this is a major expansion of that promise. Every creative now has an agent capable of helping them execute across every app and platform where they work so they can set the vision, apply their taste and make the calls that only they can." โ€” ๐ƒ๐š๐ฏ๐ข๐ ๐–๐š๐๐ก๐ฐ๐š๐ง๐ข, President of Adobe's Creativity & Productivity Business.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $QuantumScape(QS.US) QuantumScape and Honda Sign Solid-State Battery Research Agreement

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐๐ฎ๐š๐ง๐ญ๐ฎ๐ฆ๐’๐œ๐š๐ฉ๐ž and ๐‡๐จ๐ง๐๐š ๐‘&๐ƒ signed a joint research agreement.

โžค Partnership includes a ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฒ๐ž๐š๐ซ program focused on solid-state battery development.

โžค Research will target both ๐›๐š๐ญ๐ญ๐ž๐ซ๐ฒ ๐ญ๐ž๐œ๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ and manufacturing process improvements.

โžค Agreement follows Honda's successful completion of a ๐ญ๐ž๐œ๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ ๐ž๐ฏ๐š๐ฅ๐ฎ๐š๐ญ๐ข๐จ๐ง of QS batteries.

โžค Honda conducted an in-depth technical study and ๐œ๐จ๐ฆ๐ฉ๐ž๐ญ๐ข๐ญ๐ข๐ฏ๐ž ๐›๐ž๐ง๐œ๐ก๐ฆ๐š๐ซ๐ค๐ข๐ง๐  of QS technology.

โžค Honda said QS technology demonstrated ๐œ๐จ๐ฆ๐ฉ๐ž๐ฅ๐ฅ๐ข๐ง๐  and unique advantages during testing.

โžค QuantumScape develops ๐ฌ๐จ๐ฅ๐ข๐-๐ฌ๐ญ๐š๐ญ๐ž ๐ฅ๐ข๐ญ๐ก๐ข๐ฎ๐ฆ-๐ฆ๐ž๐ญ๐š๐ฅ battery technology.

โžค QS believes its batteries can enable ๐ฌ๐š๐Ÿ๐ž๐ซ and higher-density energy storage.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Honda's endorsement adds credibility to QuantumScape's ๐ฌ๐จ๐ฅ๐ข๐-๐ฌ๐ญ๐š๐ญ๐ž battery platform.

โžค Partnership could accelerate commercialization of ๐ง๐ž๐ฑ๐ญ-๐ ๐ž๐ง EV battery technology.

โžค Successful development may improve ๐„๐• ๐ซ๐š๐ง๐ ๐ž, safety, and charging performance.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "QS technology demonstrated compelling and unique advantages during our evaluation. We see potential for QS technology to add value across a range of applications, including automotive, and we are excited to move forward into the next phase of our partnership." โ€” ๐€๐ญ๐ฌ๐ฎ๐ฌ๐ก๐ข ๐Ž๐ ๐š๐ฐ๐š, Chief Operating Officer, Research Center of Excellence, Honda R&D Co., Ltd.

โžค "Honda is a leading global automaker renowned for its engineering excellence and product quality across automotive and other applications worldwide, and its evaluation represents one of the most rigorous assessments of our technology to date. This agreement reflects the growing confidence in QS solid-state lithium-metal batteries to enable safer, higher-density energy storage." โ€” ๐ƒ๐ซ. ๐’๐ข๐ฏ๐š ๐’๐ข๐ฏ๐š๐ซ๐š๐ฆ, CEO and President of QuantumScape.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Quantum Computing(QUBT.US) Quantum Computing Inc. Signs Framework Deal for Up to 100 AI Systems

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐๐ฎ๐š๐ง๐ญ๐ฎ๐ฆ ๐‚๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ข๐ง๐  ๐ˆ๐ง๐œ. signed a framework agreement with Netherlands-based ๐๐ฅ๐š๐ง๐œ๐ค ๐ƒ๐ฒ๐ง๐š๐ฆ๐ข๐œ๐ฌ.

โžค Planck Dynamics placed an initial order for ๐Ÿ“ ๐๐ž๐ฎ๐ซ๐š๐–๐š๐ฏ๐ž photonic reservoir computing systems.

โžค Delivery of the initial systems is expected during ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”.

โžค Agreement provides a pathway for deployment of up to ๐Ÿ๐ŸŽ๐ŸŽ systems.

โžค Potential aggregate contract value exceeds ๐จ๐ฏ๐ž๐ซ $๐Ÿ๐ŸŽ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.

โžค Additional orders remain contingent on ๐ฉ๐ซ๐จ๐ ๐ซ๐š๐ฆ ๐ฆ๐ข๐ฅ๐ž๐ฌ๐ญ๐จ๐ง๐ž๐ฌ and other conditions.

โžค NeuraWave targets ๐ž๐๐ ๐ž ๐€๐ˆ workloads requiring low latency and power efficiency.

โžค Program focuses on ๐ž๐ฅ๐ž๐œ๐ญ๐ซ๐จ-๐จ๐ฉ๐ญ๐ข๐œ ๐€๐ˆ processing for commercial and government markets.

โžค Planck Dynamics plans to develop AI applications for ๐๐€๐“๐Ž and allied forces.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Marks a potential commercial expansion for QCi's ๐ฉ๐ก๐จ๐ญ๐จ๐ง๐ข๐œ ๐€๐ˆ computing technology.

โžค Highlights growing demand for ๐ฅ๐จ๐ฐ-๐ฉ๐จ๐ฐ๐ž๐ซ edge AI solutions in defense applications.

โžค Successful milestone completion could unlock ๐ฆ๐ฎ๐ฅ๐ญ๐ข-๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง-๐๐จ๐ฅ๐ฅ๐š๐ซ follow-on orders.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "We believe photonic reservoir computing represents an important new computing architecture for AI workloads that must operate at the edge, where data are generated." โ€” ๐˜๐จ๐ง๐  ๐Œ๐ž๐ง๐  ๐’๐ฎ๐š, Chief Technology Officer at Quantum Computing Inc.

โžค "We partnered with QCi to develop AI applications for NATO and allied forces, citing the need for low-power, edge-native computing capabilities." โ€” ๐๐š๐ญ๐ก๐š๐ง ๐„๐ฌ๐ค๐ฎ๐ž, Managing Director of Planck Dynamics.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $EOS Energy Enterprises(EOSE.US) Eos Receives First Order Under 2 GWh Agreement for Texas Redbird Project

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐„๐จ๐ฌ received the first purchase order under a ๐Ÿ ๐†๐–๐ก capacity reservation agreement with FPUSA.

โžค Order supports the ๐‘๐ž๐๐›๐ข๐ซ๐ project, a ๐Ÿ๐ŸŽ๐ŸŽ ๐Œ๐– / ๐Ÿ’๐ŸŽ๐ŸŽ ๐Œ๐–๐ก battery storage system in ERCOT.

โžค Redbird will deploy Eos' ๐™๐Ÿ‘โ„ข technology for four-hour energy storage applications.

โžค FPUSA and affiliates acquired the project and will provide ๐Ÿ๐ŸŽ๐ŸŽ% of construction equity.

โžค ๐๐ข๐ฆ๐ž๐ซ๐ ๐ž๐ง retains a minority economic interest and will support project execution.

โžค Redbird volume will count toward the existing ๐Ÿ ๐†๐–๐ก firm capacity reservation agreement.

โžค Eos said it has fulfilled nearly ๐Ÿ“๐ŸŽ% of a separate ๐Ÿ ๐†๐–๐ก Bridgelink supply agreement.

โžค The company reported an additional ๐Ÿ๐Ÿ ๐†๐–๐ก development pipeline across major U.S. power markets.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Order converts reserved capacity into a funded ๐œ๐จ๐ฆ๐ฆ๐ž๐ซ๐œ๐ข๐š๐ฅ deployment.

โžค Redbird expands Eos' presence in the fast-growing ๐„๐‘๐‚๐Ž๐“ storage market.

โžค Backing from FPUSA and Cerberus strengthens project ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐ง๐  and execution visibility.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "Redbird did not happen overnight. It came from years of working with Bimergen to move projects under active development toward execution. What FPUSA adds is the capital to turn opportunities into operating assets." โ€” ๐๐š๐ญ๐ก๐š๐ง ๐Š๐ซ๐จ๐ž๐ค๐ž๐ซ, Chief Commercial Officer of Eos.

โžค "We developed Redbird to address growing demand for dispatchable storage in ERCOT and selected Eos because Z3โ„ข is purpose-built for the multi-hour applications the market requires." โ€” ๐‚๐จ๐ฅ๐ž ๐‰๐จ๐ก๐ง๐ฌ๐จ๐ง, Co-Chief Executive Officer of Bimergen Energy.

โžค "The platform was created to bridge the gap between project development and execution." โ€” ๐€๐š๐ซ๐จ๐ง ๐Œ๐š๐œ๐ณ๐จ๐ง๐ข๐ฌ, Managing Director at Cerberus Capital Management.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Ondas(ONDS.US) Ondas to Acquire Cyberhawk in $125 Million Infrastructure Intelligence Deal

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐Ž๐ง๐๐š๐ฌ agreed to acquire ๐‚๐ฒ๐›๐ž๐ซ๐ก๐š๐ฐ๐ค in a transaction valued at ๐š๐ฉ๐ฉ๐ซ๐จ๐ฑ. $๐Ÿ๐Ÿ๐Ÿ“ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.

โžค Approximately ๐Ÿ—๐Ÿ“% of the purchase price will be funded in ๐œ๐š๐ฌ๐ก.

โžค Cyberhawk operates in ๐Ÿ’๐ŸŽ countries, serving ๐Ÿ‘๐ŸŽ๐ŸŽ+ customers worldwide.

โžค Cyberhawk expects ๐จ๐ฏ๐ž๐ซ $๐Ÿ’๐Ÿ“ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง revenue in FY ending March 2027.

โžค Company generates approximately ๐Ÿ—๐Ÿ“% ๐ซ๐ž๐œ๐ฎ๐ซ๐ซ๐ข๐ง๐  ๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž through contracts and subscriptions.

โžค Cyberhawk maintains a ๐›๐š๐œ๐ค๐ฅ๐จ๐  ๐จ๐Ÿ $๐Ÿ—๐Ÿ“ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง across infrastructure markets.

โžค Customer base includes ๐๐†&๐„, Shell, Southern California Edison, Qatar Energy and Bechtel.

โžค Cyberhawk has inspected ๐Ÿ“๐ŸŽ๐ŸŽ,๐ŸŽ๐ŸŽ๐ŸŽ+ infrastructure assets and collected ๐Ÿ๐Ÿ‘๐Ÿ+ ๐“๐ of proprietary data.

โžค Acquisition combines Cyberhawk's ๐ข๐‡๐š๐ฐ๐ค software platform with Ondas' autonomous systems and sensing technologies.

โžค Deal is expected to close in ๐๐Ÿ‘ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”, subject to approvals and customary conditions.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Expands Ondas' presence across ๐œ๐ซ๐ข๐ญ๐ข๐œ๐š๐ฅ ๐ข๐ง๐Ÿ๐ซ๐š๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž, energy and utility markets.

โžค Adds a high-quality business with ๐Ÿ—๐Ÿ“% ๐ซ๐ž๐œ๐ฎ๐ซ๐ซ๐ข๐ง๐  ๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž and $๐Ÿ—๐Ÿ“ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง backlog.

โžค Strengthens Ondas' ๐๐ฎ๐š๐ฅ-๐ฎ๐ฌ๐ž strategy spanning defense, security and industrial markets.

โžค Creates an integrated platform for ๐€๐ˆ-๐๐ซ๐ข๐ฏ๐ž๐ง asset intelligence and autonomous inspections.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "Cyberhawk is a market leader in critical infrastructure intelligence and represents a transformative addition to Ondas. The company has built a highly differentiated platform combining software, data, AI-enabled analytics and deep domain expertise across some of the world's most important utility and energy networks." โ€” ๐„๐ซ๐ข๐œ ๐๐ซ๐จ๐œ๐ค, Chairman and CEO of Ondas.

โžค "We believe critical infrastructure resilience, energy security and industrial continuity are increasingly national security priorities, creating a large and growing opportunity for integrated autonomous intelligence solutions." โ€” ๐„๐ซ๐ข๐œ ๐๐ซ๐จ๐œ๐ค.

โžค "Today, we're excited to join forces with Ondas to accelerate the adoption of this technology - improving data quality while fundamentally reducing risk and human exposure across critical infrastructure." โ€” ๐‚๐ก๐ซ๐ข๐ฌ ๐…๐ฅ๐ž๐ฆ๐ข๐ง๐ , Founder and CEO of Cyberhawk.

โžค "Cyberhawk represents a highly strategic addition to Ondas as we continue executing our growth plan around autonomous platforms, software, and integrated customer workflows." โ€” ๐Œ๐š๐ซ๐ค ๐†๐ซ๐ž๐ž๐ง, Global Head of Corporate Development and M&A at Ondas.

โšก ๐”๐๐ƒ๐€๐“๐„: $Energy Fuels(UUUU.US) Energy Fuels: Received Conditional $725 Mln Financing Commitment From Department of War, U.S. Office of Strategic Capital

$Salesforce(CRM.US) | Monness, Crespi, Hardt ๐ฎ๐ฉ๐ ๐ซ๐š๐๐ž๐ฌ ๐’๐š๐ฅ๐ž๐ฌ๐Ÿ๐จ๐ซ๐œ๐ž ๐ญ๐จ ๐๐ฎ๐ฒ, sets ๐๐“ ๐š๐ญ $๐Ÿ๐ŸŽ๐ŸŽ

Analyst sees compelling valuation in Salesforce after a 58% decline from its peak, citing an attractive margin profile, strong cash flow, and buybacks.

$SpaceX(SPCX.US) | Oppenheimer ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ on ๐’๐ฉ๐š๐œ๐ž๐— to $๐Ÿ๐Ÿ“๐ŸŽ from $๐Ÿ๐Ÿ—๐ŸŽ, maintains ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ

$Applied Digital(APLD.US) | Northland maintains ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐€๐ฉ๐ฉ๐ฅ๐ข๐ž๐ ๐ƒ๐ข๐ ๐ข๐ญ๐š๐ฅ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ–๐Ÿ

Analyst sees high-level execution in site sourcing and development, leading to rapid platform growth and significant contracted revenue with hyperscalers.

$Jabil(JBL.US) | Stifel reiterates ๐๐ฎ๐ฒ on ๐‰๐š๐›๐ข๐ฅ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ’๐Ÿ”๐ŸŽ

Analyst sees a strengthened multi-year setup, noting the quality of the EPS raise is more diversified than purely AI-led.

$Constellation Energy(CEG.US) | Goldman Sachs ๐ข๐ง๐ข๐ญ๐ข๐š๐ญ๐ž๐ฌ ๐‚๐จ๐ง๐ฌ๐ญ๐ž๐ฅ๐ฅ๐š๐ญ๐ข๐จ๐ง ๐„๐ง๐ž๐ซ๐ ๐ฒ with ๐๐ž๐ฎ๐ญ๐ซ๐š๐ฅ rating, sets ๐๐“ ๐š๐ญ $๐Ÿ‘๐ŸŽ๐Ÿ“

Analyst initiates with a Neutral rating, seeing risk/reward as balanced as the stock's premium valuation fully reflects its high-quality assets.

$Apple(AAPL.US) | BofA Securities reiterates ๐๐ฎ๐ฒ on ๐€๐ฉ๐ฉ๐ฅ๐ž, maintains ๐๐“ ๐š๐ญ $๐Ÿ‘๐Ÿ–๐ŸŽ

Analyst sees Apple's confirmed price hikes on Pro models as a positive strategy to offset rising memory costs and protect margins.

$Micron Tech(MU.US) | Stifel maintains ๐๐ฎ๐ฒ on ๐Œ๐ข๐œ๐ซ๐จ๐ง, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ“๐ŸŽ๐ŸŽ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ“๐Ÿ“๐ŸŽ

Analyst significantly raises estimates and PT, citing a major upward shift in AI-driven demand and favorable pricing conditions for DRAM and HBM.

$IREN(IREN.US) | ๐‰๐ž๐Ÿ๐Ÿ๐ž๐ซ๐ข๐ž๐ฌ ๐ข๐ง๐ข๐ญ๐ข๐š๐ญ๐ž๐ฌ ๐ˆ๐‘๐„๐ with a ๐๐ฎ๐ฒ rating, sets ๐๐“ ๐š๐ญ $๐Ÿ•๐Ÿ—

Analyst sees IREN's pivot to a vertically integrated AI cloud provider, backed by major contracts and a large land bank, as a compelling strategy.

$Micron Tech(MU.US) | Wedbush reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐Œ๐ข๐œ๐ซ๐จ๐ง, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ‘๐ŸŽ๐ŸŽ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ“๐Ÿ“๐ŸŽ

Analyst raises estimates and PT substantially, citing robust AI demand, limited oversupply, and the likelihood MU will exceed estimates.

โšก ๐”๐๐ƒ๐€๐“๐„: HIVE Secures $220 Million AI Cloud Deal With Bell Canada and Cohere - $HIVE Digital Tech(HIVE.US) $BCE(BCE.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐‡๐ˆ๐•๐„ signed a ๐Ÿ‘-๐ฒ๐ž๐š๐ซ GPU cloud contract valued at approximately ๐”๐’$๐Ÿ๐Ÿ๐ŸŽ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.

โžค Agreement involves ๐๐ž๐ฅ๐ฅ ๐‚๐š๐ง๐š๐๐š, ๐‚๐จ๐ก๐ž๐ซ๐ž, and HIVE subsidiary ๐๐”๐™๐™ ๐‡๐๐‚.

โžค BUZZ HPC will deploy ๐Ÿ,๐Ÿ‘๐ŸŽ๐Ÿ’ NVIDIA Grace Blackwell GPUs in GB200 NVL72 systems.

โžค Infrastructure will be hosted at Bell's data center in ๐Œ๐ž๐ซ๐ซ๐ข๐ญ๐ญ, ๐๐ซ๐ข๐ญ๐ข๐ฌ๐ก ๐‚๐จ๐ฅ๐ฎ๐ฆ๐›๐ข๐š.

โžค System will utilize ๐๐•๐ˆ๐ƒ๐ˆ๐€ ๐๐ฎ๐š๐ง๐ญ๐ฎ๐ฆ ๐ˆ๐ง๐Ÿ๐ข๐๐š๐ง๐ networking and liquid cooling technology.

โžค ๐‚๐จ๐ก๐ž๐ซ๐ž will run foundation models and enterprise AI solutions on the platform.

โžค ๐‡๐ฒ๐ฉ๐ž๐ซ๐ญ๐ž๐œ will provide server hardware, integration, installation, and commissioning services.

โžค HIVE is funding the GPU purchase using proceeds from its ๐”๐’$๐Ÿ๐Ÿ๐Ÿ“ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง convertible note financing.

โžค Deployment is expected to launch in ๐ฅ๐š๐ญ๐ž ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐ญ๐จ ๐ž๐š๐ซ๐ฅ๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ•.

โžค Project is expected to add approximately ๐”๐’$๐Ÿ•๐ŸŽ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง in annual recurring revenue.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Contract significantly expands HIVE's ๐€๐ˆ ๐œ๐ฅ๐จ๐ฎ๐ and HPC business.

โžค Expected revenue uplift could nearly ๐ญ๐ซ๐ข๐ฉ๐ฅ๐ž current contracted HPC revenue.

โžค Partnership strengthens Canada's domestic ๐€๐ˆ ๐ข๐ง๐Ÿ๐ซ๐š๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐ž and sovereign computing capabilities.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "This deployment brings together Canadian connectivity and compute, in Canadian data centres, running Canadian AI foundational models." โ€” ๐€๐ฒ๐๐ข๐ง ๐Š๐ข๐ฅ๐ข๐œ, President and CEO of HIVE Digital Technologies.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Oklo, Centrus Sign HALEU Supply Deal for Up to Five Aurora Reactors - $Oklo(OKLO.US) $Centrus Energy(LEU.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐Ž๐ค๐ฅ๐จ and ๐‚๐ž๐ง๐ญ๐ซ๐ฎ๐ฌ signed a Letter of Intent for domestic ๐‡๐€๐‹๐„๐” supply.

โžค Centrus will provide enough fuel for up to ๐Ÿ“ ๐€๐ฎ๐ซ๐จ๐ซ๐š powerhouses.

โžค HALEU deliveries are scheduled to begin in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ— from Centrus' Ohio facility.

โžค Fuel will support Oklo's planned ๐Ÿ.๐Ÿ ๐†๐– Clean Energy Campus in southern Ohio.

โžค Agreement could include ๐ฉ๐ซ๐ž๐ฉ๐š๐ฒ๐ฆ๐ž๐ง๐ญ๐ฌ from Oklo to support fuel production.

โžค Oklo and ๐Š๐ข๐ž๐ฐ๐ข๐ญ signed an MOU for engineering, procurement, and construction planning.

โžค Centrus plans to leverage ๐›๐ข๐ฅ๐ฅ๐ข๐จ๐ง๐ฌ in private capital and a ๐ƒ๐Ž๐„ $๐Ÿ—๐ŸŽ๐ŸŽ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง HALEU task order.

โžค Project construction is expected to require ๐จ๐ฏ๐ž๐ซ ๐Ÿ•๐ŸŽ๐ŸŽ full-time workers for multiple years.

โžค Centrus' Ohio expansion is expected to create ๐Ÿ,๐ŸŽ๐ŸŽ๐ŸŽ construction jobs and ๐Ÿ‘๐ŸŽ๐ŸŽ operating jobs.

๐Ÿ‘‰ ๐–๐ก๐ฒ ๐ˆ๐ญ ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ:

โžค Domestic ๐‡๐€๐‹๐„๐” supply remains a major bottleneck for advanced nuclear deployment.

โžค Agreement improves fuel certainty for Oklo's planned reactor fleet expansion.

โžค Project strengthens efforts to build a ๐”.๐’. advanced nuclear energy hub.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โžค "This agreement aligns core elements of advanced nuclear deployment: power generation, fuel, and customer demand. Southern Ohio brings together decades of nuclear experience and a highly qualified workforce that can move advanced nuclear from planning to deployment." โ€” ๐‰๐š๐œ๐จ๐› ๐ƒ๐ž๐–๐ข๐ญ๐ญ๐ž, Co-Founder and CEO of Oklo.

โžค "Today's announcement is an important step toward ensuring reliable HALEU supply for next generation reactors and represents a crucial milestone as we work to restore America's ability to enrich uranium at scale. By connecting advanced nuclear power generation and customer demand with domestic HALEU production in southern Ohio, this agreement helps establish a foundation for a new U.S. advanced nuclear energy hub." โ€” ๐€๐ฆ๐ข๐ซ ๐•๐ž๐ฑ๐ฅ๐ž๐ซ, President and CEO of Centrus Energy.