Hardik Shah

$Rocket Lab(RKLB.US) | KeyBanc 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗨𝗦𝗔, maintains PT at $𝟭𝟯𝟱, 'Iridium Sparks the Next Growth Phase'

Analyst sees accelerating Space Systems momentum and long-term upside, despite higher near- to medium-term Neutron costs.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Abbott and Google Health Partner to Combine Lingo Glucose Data With AI-Powered Health Guidance - $Abbott Laboratories(ABT.US) $Alphabet(GOOGL.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗯𝗯𝗼𝘁𝘁 and 𝗚𝗼𝗼𝗴𝗹𝗲 𝗛𝗲𝗮𝗹𝘁 announce a multi-year AI health partnership.

➤ Partnership integrates Abbott's 𝗟𝗶𝗻𝗴𝗼 𝗖𝗚𝗠 with Google's AI technology.

➤ Users can combine 𝗴𝗹𝘂𝗰𝗼𝘀𝗲 𝗱𝗮𝘁𝗮 with other Google Health metrics.

➤ 𝗚𝗼𝗼𝗴𝗹𝗲'𝘀 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗼𝗮𝗰𝗵 will provide personalized health recommendations.

➤ Guidance will cover 𝗻𝘂𝘁𝗿𝗶𝘁𝗶𝗼𝗻, activity, sleep, and recovery.

➤ Companies will conduct a large-scale 𝗺𝗲𝘁𝗮𝗯𝗼𝗹𝗶𝗰 𝗵𝗲𝗮𝗹𝘁𝗵 research study.

➤ Research will help develop future 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 guidance and Lingo features.

➤ Lingo integration is expected in Google Health later in 𝟮𝟬𝟮𝟲.

➤ Over 𝟭𝟭𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 U.S. adults have prediabetes, according to CDC data.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Combines real-time 𝗴𝗹𝘂𝗰𝗼𝘀𝗲 𝗱𝗮𝘁𝗮 with consumer-facing artificial intelligence.

➤ Could broaden adoption of 𝗖𝗚𝗠 technology beyond traditional diabetes management.

➤ Expands Abbott's Lingo ecosystem through Google's consumer health platform.

➤ Large-scale research could improve future 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗺𝗲𝘁𝗮𝗯𝗼𝗹𝗶𝗰 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗢𝗹𝗶𝘃𝗶𝗲𝗿 𝗥𝗼𝗽𝗮𝗿𝘀, Divisional Vice President of Abbott's Lingo business:

"Abbott's leadership in biowearables and Google's expertise in AI and consumer technology create a powerful opportunity to make personalized insights available at unprecedented scale,"

𝗥𝗶𝘀𝗵𝗶 𝗖𝗵𝗮𝗻𝗱𝗿𝗮, Vice President and General Manager of Google Health:

"complex health information into personalized guidance that people can use every day."

$Ouster(OUST.US) | Rosenblatt 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗢𝘂𝘀𝘁𝗲𝗿 𝗜𝗻𝗰., maintains PT at $𝟱𝟯

Analyst sees BlueCity's expanded Utah deployment supporting a $20M+ UDOT TAM and an estimated $3B U.S. TAM.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Ondas(ONDS.US) Ondas Wins Multi-Million-Dollar Israeli Defense Tender for “Digital Bat” Tactical Attack Drones

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗢𝗻𝗱𝗮𝘀 wins multi-million-dollar strategic tender from Israel's Ministry of Defense.

➤ 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗕𝗮𝘁 will develop next-generation low-cost tactical attack drones.

➤ Ondas will lead 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 and production of the new platform.

➤ Program targets scalable deployment across 𝗳𝗿𝗼𝗻𝘁𝗹𝗶𝗻𝗲 𝗰𝗼𝗺𝗯𝗮𝘁 𝘂𝗻𝗶𝘁𝘀.

➤ Development covers platform, autonomy, software, integration, and 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗿𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀.

➤ Program reflects priorities similar to the U.S. 𝗗𝗿𝗼𝗻𝗲 𝗗𝗼𝗺𝗶𝗻𝗮𝗻𝗰𝗲 𝗣𝗿𝗼𝗴𝗿𝗮𝗺.

➤ U.S. Drone Dominance Program is a $𝟭.𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 initiative.

➤ Award expands Ondas' 𝘁𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗮𝗲𝗿𝗶𝗮𝗹 𝗮𝘁𝘁𝗮𝗰𝗸 and precision-strike business.

➤ Ondas sees opportunities across 𝗜𝘀𝗿𝗮𝗲𝗹, 𝗨.𝗦. and allied defense markets.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens Ondas' position as a 𝗽𝗿𝗶𝗺𝗲 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝗼𝗿.

➤ Validates demand for 𝗹𝗼𝘄-𝗰𝗼𝘀𝘁, scalable autonomous tactical systems.

➤ Could expand Ondas' exposure to larger 𝗮𝗹𝗹𝗶𝗲𝗱 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 programs.

➤ Supports Ondas' broader 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 autonomous defense platform strategy.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Chairman and CEO of Ondas:

"This strategic award represents an important validation of the defense technology platform we are building at Ondas and our growing ability to serve as a prime contractor for complex, next-generation defense programs," said Eric Brock, Chairman and CEO of Ondas. "The Israeli Ministry of Defense operates at the forefront of modern defense technology and has some of the world's most demanding operational requirements. Their selection of Ondas reflects confidence in our internal engineering capabilities, operational experience, and ability to rapidly translate changing battlefield requirements into scalable, mission-ready systems.

"We are seeing a fundamental shift in defense priorities toward affordable autonomous systems that can be produced and deployed at a significant scale," Brock continued. "The U.S. Drone Dominance Program, a $1.1 billion initiative focused on rapidly fielding low-cost unmanned systems, including one-way attack drones, is a clear example of this broader trend. This program reflects similar operational priorities: providing frontline forces with cost-effective, scalable and rapidly deployable tactical attack capabilities. We believe Ondas is well positioned to address this growing requirement across Israel, the United States and other allied defense markets."

𝗢𝘀𝗵𝗿𝗶 𝗟𝘂𝗴𝗮𝘀𝘀𝘆, Co-CEO of Ondas Autonomous Systems:

"This award represents an important opportunity to apply Ondas' autonomous systems capabilities to one of the most important emerging requirements on the modern battlefield," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Tactical forces increasingly require aerial systems that can be deployed rapidly, integrated directly into operational workflows and adapted as missions and threats evolve. Our approach is to develop the complete operational capability-not simply an individual drone," Lugassy continued. "This includes the platform, autonomy, mission software, system integration, production infrastructure and operational support required to move from development into meaningful field deployment."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: QumulusAI Signs GPU-as-a-Service Deal With DRW for NVIDIA Blackwell B300 Cluster - $QumulusAI(QMLS.US) $NVIDIA(NVDA.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗤𝘂𝗺𝘂𝗹𝘂𝘀𝗔𝗜 signs GPU-as-a-Service agreement with trading firm 𝗗𝗥𝗪.

➤ DRW will receive a dedicated 𝗡𝗩𝗜𝗗𝗜𝗔 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗕𝟯𝟬𝟬 cluster.

➤ Capacity will operate across QumulusAI's 𝗨.𝗦. 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 footprint.

➤ Agreement starts with a 𝗼𝗻𝗲-𝘆𝗲𝗮𝗿 term.

➤ Three renewal options could extend the agreement to 𝗳𝗼𝘂𝗿 𝘆𝗲𝗮𝗿𝘀.

➤ DRW will use GPUs to scale 𝗰𝗼𝗺𝗽𝗹𝗲𝘅 𝗾𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 research.

➤ DRW becomes QumulusAI's 𝘀𝗲𝗰𝗼𝗻𝗱 announced financial-markets customer.

➤ QumulusAI recently signed an agreement with an 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗵𝗲𝗱𝗴𝗲 𝗳𝘂𝗻𝗱.

➤ QumulusAI has announced over $𝟮𝟰𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in customer agreements since June.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands QumulusAI beyond AI inference into 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀.

➤ Demonstrates institutional demand for dedicated 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗕𝟯𝟬𝟬 computing capacity.

➤ Adds to QumulusAI's rapidly growing $𝟮𝟰𝟲+ 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 customer pipeline.

➤ Shows advanced AI compute becoming increasingly important for 𝗾𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝘁𝗿𝗮𝗱𝗶𝗻𝗴.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗠𝗮𝗻𝗶𝘀𝗰𝗮𝗹𝗰𝗼, CEO of QumulusAI:

“Quantitative trading firms are among the most demanding compute customers there are, and they are expanding what they invest in AI infrastructure,” said Michael Maniscalco, CEO of QumulusAI. “GPU-as-a-Service will give DRW fast, dedicated access to current-generation Blackwell compute exactly when its teams need it. We are glad to welcome DRW as a customer.”

𝗥𝗶𝗰𝗵 𝗡𝗼𝗿𝗺𝗮𝗻, Chief Information Officer of DRW:

“We’ve always invested in the research and technology that allow us to test, challenge and refine how we understand markets,” said Rich Norman, Chief Information Officer of DRW. “This capacity allows us to run more complex research at greater scale, iterate faster and shorten the distance between a hypothesis and what the data tells us. That ability to keep learning is fundamental to finding new edge.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: U.S. Private Hiring Slows for Sixth Straight Week, ADP Data Shows - $QQQ $SPY $SPX

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ U.S. private employers added an average 𝟴,𝟮𝟱𝟬 jobs weekly.

➤ Private-sector hiring slowed for the 𝘀𝗶𝘅𝘁𝗵 𝗰𝗼𝗻𝘀𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝘄𝗲𝗲𝗸.

➤ Hiring declined from 𝟭𝟭,𝟬𝟬𝟬 weekly jobs through July 18.

➤ Weekly hiring averaged 𝟮𝟰,𝟮𝟱𝟬 jobs as recently as June 13.

➤ Current hiring pace is down roughly 𝟳𝟳% from May 9.

➤ NER Pulse uses a 𝗳𝗼𝘂𝗿-𝘄𝗲𝗲𝗸 moving average of employment changes.

➤ Estimates are 𝘀𝗲𝗮𝘀𝗼𝗻𝗮𝗹𝗹𝘆 𝗮𝗱𝗷𝘂𝘀𝘁𝗲𝗱 and carry a two-week reporting lag.

➤ ADP cautions the latest employment figures remain 𝗽𝗿𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝗿𝘆.

➤ Next 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 update is scheduled for August 18.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Six consecutive declines suggest 𝗨.𝗦. 𝗹𝗮𝗯𝗼𝗿 𝗱𝗲𝗺𝗮𝗻𝗱 is cooling.

➤ Slower hiring could signal weakening momentum across the private economy.

➤ Continued weakness could influence expectations for 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 policy.

➤ Markets may closely watch upcoming employment data for confirmation.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Joby Aviation(JOBY.US) Joby Aviation to Acquire Resonant Sciences for Approximately $𝟱𝟬𝟬 Million, Expanding Defense Business

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗝𝗼𝗯𝘆 𝗔𝘃𝗶𝗮𝘁𝗶𝗼𝗻 will acquire 𝗥𝗲𝘀𝗼𝗻𝗮𝗻𝘁 𝗦𝗰𝗶𝗲𝗻𝗰𝗲𝘀 for approximately $𝟱𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Deal includes approximately $𝟰𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 cash and $𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 Joby stock.

➤ Resonant generated over $𝟭𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 trailing-twelve-month revenue.

➤ Resonant's revenue grew approximately 𝟰𝟬% year over year.

➤ Recent adjusted EBITDA margins reached the 𝗵𝗶𝗴𝗵-𝘁𝗲𝗲𝗻𝘀 range.

➤ First-half 𝟮𝟬𝟮𝟲 bookings exceeded triple the prior-year period.

➤ Resonant's backlog has more than 𝗱𝗼𝘂𝗯𝗹𝗲𝗱 year over year.

➤ Resonant will become Joby's dedicated 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 after closing.

➤ Acquisition combines Joby's autonomy with Resonant's 𝗥𝗙 and mission technologies.

➤ Transaction is expected to close in the 𝗳𝗶𝗿𝘀𝘁 𝗵𝗮𝗹𝗳 𝗼𝗳 𝟮𝟬𝟮𝟳.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Gives Joby immediate scale in the growing 𝗨.𝗦. 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 technology market.

➤ Adds an established, 𝗘𝗕𝗜𝗧𝗗𝗔-𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 business with government programs and backlog.

➤ Creates opportunities combining 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝘆, aircraft, RF sensing, and mission systems.

➤ Lets Joby's commercial division remain focused on its 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰 𝗮𝗶𝗿 𝘁𝗮𝘅𝗶 business.

➤ Combined Dayton footprint approaches 𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 square feet of facilities.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗼𝗲𝗕𝗲𝗻 𝗕𝗲𝘃𝗶𝗿𝘁, Founder and CEO of Joby Aviation:

“Resonant has built an exceptional business that combines advanced technology, vertically integrated production capabilities and deep customer trust,” said JoeBen Bevirt, Founder and CEO of Joby Aviation. “The combination will pair Resonant’s established capabilities with Joby’s globally leading aircraft propulsion technologies, creating a powerful platform for the next phase of Resonant’s growth. What makes this combination especially compelling is how closely aligned our teams are. Having worked with Micah and his team for several years, we know that we share a passion for deep technical innovation, a bias toward solving hard problems from first principles and a vertically integrated approach that brings design, engineering, testing and production together under one roof.”

𝗝. 𝗠𝗶𝗰𝗮𝗵 𝗡𝗼𝗿𝘁𝗵, Co-Founder and CEO of Resonant Sciences:

“Demand for advanced defense technology is growing rapidly, and Resonant has built the technology, customer relationships and manufacturing capabilities required to meet it,” said J. Micah North, Co-Founder and CEO of Resonant Sciences. “Joining Joby gives our team access to additional engineering depth, aircraft platforms, autonomy technology and production expertise, allowing us to move faster for our existing customers and pursue opportunities that neither company could address alone,” he added. “Resonant’s name, leadership, people and commitments to our customers will remain in place. What changes is the scale of what we can build and deliver.”

𝗥𝗼𝗱𝗿𝗶𝗴𝗼 𝗕𝗿𝘂𝗺𝗮𝗻𝗮, Chief Financial Officer of Joby Aviation:

“Resonant is a fast-growing business with strong visibility into future revenue, supported by a growing backlog and accelerating demand across its core defense markets,” said Rodrigo Brumana, Chief Financial Officer of Joby Aviation. "It generates healthy adjusted EBITDA margins, and its technology, customer relationships and scaled manufacturing make it a strong strategic fit for Joby as we build out our defense business."

$Surf Air Mobility(SRFM.US) | H.C. Wainwright 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗦𝘂𝗿𝗳 𝗔𝗶𝗿 𝗠𝗼𝗯𝗶𝗹𝗶𝘁𝘆, PT $𝟭𝟮

Analyst sees revenue growth led by Surf On Demand, while scheduled service revenue declined and quarterly losses persisted.

$Hims & Hers Health(HIMS.US) | Canaccord 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗛𝗶𝗺𝘀 & 𝗛𝗲𝗿𝘀 𝗛𝗲𝗮𝗹𝘁𝗵, maintains PT at $𝟰𝟬

Analyst sees strong Q2 results and momentum in newer specialties, international markets, and AI supporting the reiterated Buy.

$Fermi(FRMI.US) | Citizens 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗙𝗲𝗿𝗺𝗶, maintains PT at $𝟯𝟬

Analyst sees TensorWave’s 222MW lease as proof of concept at an attractive price point, while flagging credit support and financing.

$Riot Platforms(RIOT.US) | H.C. Wainwright 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗥𝗶𝗼𝘁 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀, raises PT to $𝟰𝟬 from $𝟮𝟱

Analyst sees validated tenant demand and a stronger bullish thesis after the Rockdale lease and Corsicana LOI.

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $SK Hynix(SKHY.US) SK Hynix to Boost China NAND Capacity About 50% as Dalian Phase II Restarts

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝗞 𝗛𝘆𝗻𝗶𝘅 plans to restart construction of Dalian NAND Phase II.

➤ Expansion could increase its 𝗖𝗵𝗶𝗻𝗮 𝗡𝗔𝗡𝗗 capacity roughly 𝟱𝟬%.

➤ Project is restarting after being halted about 𝗳𝗼𝘂𝗿 𝘆𝗲𝗮𝗿𝘀 ago.

➤ SK Hynix plans to complete semiconductor equipment imports in 𝟮𝟬𝟮𝟲.

➤ Production is targeted to begin during 𝗛𝟭 𝟮𝟬𝟮𝟳.

➤ Rising 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 adoption is boosting enterprise SSD demand.

➤ Company cited an approximately 𝟭𝟬-𝗳𝗼𝗹𝗱 NAND price increase over one year.

➤ Expansion adds supply as 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗦𝗦𝗗 demand accelerates.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Higher capacity could help SK Hynix capture growing 𝗔𝗜 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 demand.

➤ Restart signals stronger confidence in the 𝗡𝗔𝗡𝗗 market recovery.

➤ Additional supply could eventually influence 𝗡𝗔𝗡𝗗 pricing and availability.

➤ Expansion reinforces AI's growing impact beyond GPUs into 𝗱𝗮𝘁𝗮 𝘀𝘁𝗼𝗿𝗮𝗴𝗲.

$ServiceNow(NOW.US) | Citizens 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄, maintains PT at $𝟭𝟱𝟳

Analyst sees support from four federal awards worth more than $10M so far in 3Q26 despite the stock’s year-to-date decline.

$Palantir Tech(PLTR.US) | Phillip Securities 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿, raises PT to $𝟮𝟭𝟱 from $𝟮𝟬𝟮

Analyst sees Palantir’s Ontology moat and AIP tools driving automation, enterprise AI adoption, and its US government position.