Hardik Shah

Hardik Shah

โšก ๐”๐๐ƒ๐€๐“๐„: $Tempus AI(TEM.US) Tempus AI Launches ๐“๐ž๐ฆ๐ฉ๐ฎ๐ฌ ๐๐ซ๐ž๐ฏ๐ข๐ž๐ฐ for Faster Cancer Insights

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

โžค Tempus AI unveils ๐“๐ž๐ฆ๐ฉ๐ฎ๐ฌ ๐๐ซ๐ž๐ฏ๐ข๐ž๐ฐ for rapid oncology decision support.

โžค Application delivers preliminary biomarker insights within ~๐Ÿ๐Ÿ’ ๐ก๐จ๐ฎ๐ซ๐ฌ of tissue receipt.

โžค AI helps bridge the gap before full ๐ ๐ž๐ง๐จ๐ฆ๐ข๐œ ๐ฌ๐ž๐ช๐ฎ๐ž๐ง๐œ๐ข๐ง๐  results arrive.

โžค Initial focus includes ๐Œ๐’๐ˆ-๐‡, ๐„๐†๐…๐‘ mutations, and ๐…๐†๐…๐‘ fusions.

โžค Early insights may accelerate ๐ฉ๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ๐ข๐ณ๐ž๐ ๐œ๐š๐ง๐œ๐ž๐ซ treatment planning.

โžค Predictions powered by ๐๐š๐ข๐ ๐ž ๐๐ซ๐ž๐๐ข๐œ๐ญ AI trained on millions of slides.

โžค Expands Tempusโ€™ use of ๐€๐ˆ-๐๐ซ๐ข๐ฏ๐ž๐ง precision medicine in clinical workflows

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: First Windows Pcs Powered by Nvidia Chips to Debut Next Week - Axios - $Microsoft(MSFT.US) $NVIDIA(NVDA.US) $Intel(INTC.US) $Arm(ARM.US) $Apple(AAPL.US)

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $QNT Quantinuum Is Weighing Raising the Number of Shares Offered in IPO as Well as Increasing Its Share Price Range by About 10% - Bloomberg

$Honeywell(HON.US) $IonQ(IONQ.US) $Arqit Quantum(ARQQ.US) $D-Wave Quantum(QBTS.US) $Quantum(QMCO.US) $SEALSQ(LAES.US) $BTQ Tech(BTQ.US) $Quantum Computing(QUBT.US) $Quantum(QMCO.US) $Rigetti Computing(RGTI.US)

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: This Is Closest US, Iran Have Been To Finalizing MOU - NY Post - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US) $United States Oil Fund LP(USO.US)

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Mercedes-Benz may be shut out of U.S. market under bill aimed at Chinese automaker ownership - CNBC

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Microsoft(MSFT.US) 'Microsoft Is Building A Super App That Combines Coding, Chat, And Other Copilot AI Tools' - Fortune

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Coinbase(COIN.US) Coinbase and Kalshi Launch First U.S.-Regulated Crypto Perpetual Futures

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

โžค Coinbase and ๐Š๐š๐ฅ๐ฌ๐ก๐ข introduce U.S.-regulated ๐œ๐ซ๐ฒ๐ฉ๐ญ๐จ ๐ฉ๐ž๐ซ๐ฉ๐ž๐ญ๐ฎ๐š๐ฅ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž๐ฌ.

โžค Marks the first availability of ๐ฉ๐ž๐ซ๐ฉ๐ฌ through domestic regulated exchanges.

โžค Contracts have ๐ง๐จ ๐ž๐ฑ๐ฉ๐ข๐ซ๐š๐ญ๐ข๐จ๐ง date, allowing continuous positions.

โžค Launch follows ๐‚๐…๐“๐‚ listing approval and formal regulatory oversight.

โžค Perpetual futures volume reached $๐Ÿ”๐Ÿ.๐Ÿ•๐“ in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“, up ๐Ÿ๐Ÿ—% year-over-year.

โžค Product offers onshore access for ๐ข๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ข๐จ๐ง๐š๐ฅ and retail investors.

โžค Kalshi expands beyond prediction markets into ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ž๐ซ๐ข๐ฏ๐š๐ญ๐ข๐ฏ๐ž๐ฌ.

Iranian media Fars News reported the agreement with the US is nearing completion of Iran's approval phase, but no final decision has been made. - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US) $United States Oil Fund LP(USO.US)

$AST SpaceMobile(ASTS.US) | William Blair ๐ซ๐ž๐ข๐ญ๐ž๐ซ๐š๐ญ๐ž๐ฌ ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐€๐’๐“ ๐’๐ฉ๐š๐œ๐ž๐Œ๐จ๐›๐ขle, flags ๐๐ž๐ฐ ๐†๐ฅ๐ž๐ง๐ง rocket explosion as a '๐ฌ๐ž๐ญ๐›๐š๐œ๐ค'

Analyst sees the recent Blue Origin New Glenn rocket explosion as a setback that will delay the full deployment of ASTโ€™s satellite network.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $UBS Group AG(UBS.US) UBS Cuts Hundreds Of Jobs In Ongoing Credit Suisse Integration - Bloomberg

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: China's ByteDance is developing new AI chips - The Information - $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US)

โžค ByteDance is developing new Ai chip for inference, similar to Groqโ€™s language processing units.

โžค ByteDance is partnering with InnoStar Semiconductor for memory integration.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Tempus AI(TEM.US) Tempus AI Reports Early Results From Multimodal Foundation Model

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

โžค Tempus trained AI model on ๐Ÿ.๐Ÿ“๐Œ longitudinal patient records.

โžค Dataset included ๐Ÿ๐Ÿ“๐ŸŽ๐Œ+ clinical note pages, images, and genomic sequences.

โžค Model achieved ๐‚-๐ข๐ง๐๐ž๐ฑ ๐จ๐Ÿ ๐ŸŽ.๐Ÿ–๐ŸŽ๐Ÿ for overall survival prediction.

โžค High-risk versus low-risk patients showed ๐ก๐š๐ณ๐š๐ซ๐ ๐ซ๐š๐ญ๐ข๐จ ๐จ๐Ÿ ๐Ÿ’.๐Ÿ“๐Ÿ’.

โžค AI demonstrated prognostic value across key clinical and molecular subgroups.

โžค Model successfully replicated outcomes from major lung cancer trials.

โžค Built on ๐Ÿ“๐ŸŽ๐ŸŽ+ ๐ฉ๐ž๐ญ๐š๐›๐ฒ๐ญ๐ž๐ฌ of data spanning ๐Ÿ’๐Ÿ“๐Œ+ patient journeys.

๐Ÿ“ข Companies Reporting Earnings Next Week

$Credo Tech(CRDO.US) $Hewlett Packard Enterprise(HPE.US) $HIVE Digital Tech(HIVE.US) $Dollar General(DG.US) $Victorias Secret(VSCO.US) $Palo Alto Networks(PANW.US) $Ulta Beauty(ULTA.US) $GitLab(GTLB.US) $Sprinklr(CXM.US) $Macys(M.US)edtronic(MDT.US) $Macys(M.US) $CrowdStrike(CRWD.US) $PVH(PVH.US) $Petco Health and Wellness(WOOF.US) $Five Below(FIVE.US) $Veeva Systems -CL(VEEV.US) $ChargePoint(CHPT.US) $Broadcom(AVGO.US) $C3.AI(AI.US) $Camber Energy, Inc.(CEIN.US) $Toro(TTC.US) $Rubrik(RBRK.US) $Guidewire Software(GWRE.US) $Planet Labs(PL.US) $Lululemon(LULU.US) $Docusign(DOCU.US) $ServiceTitan(TTAN.US) $Samsara(IOT.US)

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Tempus AI(TEM.US) FDA Approves Tempus AIโ€™s xT CDx for Tumor-Only Genomic Profiling

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

โžค FDA grants ๐ญ๐ฎ๐ฆ๐จ๐ซ-๐จ๐ง๐ฅ๐ฒ approval for Tempus AIโ€™s ๐ฑ๐“ ๐‚๐ƒ๐ฑ platform.

โžค Tempus becomes first lab with FDA-approved ๐ญ๐ฎ๐ฆ๐จ๐ซ-๐จ๐ง๐ฅ๐ฒ and ๐ญ๐ฎ๐ฆ๐จ๐ซ-๐ง๐จ๐ซ๐ฆ๐š๐ฅ CDx profiling.

โžค xT CDx is a ๐Ÿ”๐Ÿ’๐Ÿ–-๐ ๐ž๐ง๐ž assay for comprehensive solid tumor profiling.

โžค Approval allows testing when matched blood or saliva samples are unavailable.

โžค Platform serves as a ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ข๐จ๐ง ๐๐ข๐š๐ ๐ง๐จ๐ฌ๐ญ๐ข๐œ for certain colorectal cancer therapies.

โžค Tempus plans to migrate its DNA tumor portfolio to ๐…๐ƒ๐€-๐š๐ฉ๐ฉ๐ซ๐จ๐ฏ๐ž๐ assays.

โžค Company expects an estimated $๐Ÿ๐ŸŽ๐ŸŽ ๐€๐’๐ benefit beginning in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ•

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Lynx Equity Sees $NVIDIA(NVDA.US) NVIDIA Computex Keynote as Positive Stock Catalyst

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

โžค Lynx Equity turns tactically positive on ๐๐•๐ˆ๐ƒ๐ˆ๐€ ahead of Computex keynote.

โžค Analyst expects CEO Jensen Huang to provide major ๐€๐ˆ growth updates.

โžค Focus areas include ๐€๐ ๐ž๐ง๐ญ๐ข๐œ ๐€๐ˆ, CPUs, networking, and Rubin platform ramp.

โžค Firm expects more detail on $๐Ÿ๐ŸŽ๐ revenue, $๐Ÿ๐ŸŽ๐ŸŽ๐ TAM, and $๐Ÿ๐“ AI opportunity.

โžค Keynote could help address concerns over ๐€๐’๐ˆ๐‚ competition and valuation.

โžค Lynx sees potential for NVDA shares to approach $๐Ÿ๐Ÿ“๐ŸŽ near term.

โžค Despite near-term optimism, firm remains ๐œ๐š๐ฎ๐ญ๐ข๐จ๐ฎ๐ฌ on long-term outlook.

Iran's Tasnim: Text Of MOU With US Has Changed In Recent Days - $Invesco QQQ Trust(QQQ.US) $SPDR S&P 500(SPY.US) $United States Oil Fund LP(USO.US)

$Costco Wholesale(COST.US) | Freedom Broker maintains ๐‡๐จ๐ฅ๐ on ๐‚๐จ๐ฌ๐ญ๐œ๐จ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ,๐ŸŽ๐Ÿ‘๐ŸŽ

Analyst sees solid Q3 results from sales and membership growth, but maintains a Hold rating.

$Dell Tech(DELL.US) | Susquehanna ๐ฎ๐ฉ๐ ๐ซ๐š๐๐ž๐ฌ ๐ƒ๐ž๐ฅ๐ฅ to ๐๐จ๐ฌ๐ข๐ญ๐ข๐ฏ๐ž, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ•๐ŸŽ๐ŸŽ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ‘๐Ÿ–, 'already gained ~600bps of share, with further upside as customers upgrade'

Analyst sees AI server mix scaling without margin dilution, strong execution, and an expanding AI opportunity driving sustained revenue momentum.

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Replimune(REPL.US) Replimune To Resubmit Melanoma Treatment For Fda Approval - WSJ

$Ouster(OUST.US) | Roth/MKM ๐ข๐ง๐ข๐ญ๐ข๐š๐ญ๐ž๐ฌ ๐œ๐จ๐ฏ๐ž๐ซ๐š๐ ๐ž on ๐Ž๐ฎ๐ฌ๐ญ๐ž๐ซ with a ๐๐ฎ๐ฒ rating and a ๐๐“ ๐จ๐Ÿ $๐Ÿ•๐Ÿ“

Analyst sees Ouster poised to outgrow the broader sensor market with its advanced lidar and camera offerings that enable an AI-based perception platform.

$Lululemon(LULU.US) | Raymond James reiterates ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ rating on ๐‹๐ฎ๐ฅ๐ฎ๐ฅ๐ž๐ฆ๐จ๐ง, sees company in transition

Analyst sees mixed checks and a company in transition, seeking better visibility on a turnaround and greater confidence on earnings potential before upgrading.

$UiPath(PATH.US) | BofA Securities maintains ๐”๐ง๐๐ž๐ซ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐”๐ข๐๐š๐ญ๐ก, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ‘ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ

Analyst raises PT on improved execution view but keeps Underperform rating due to long-term AI durability questions and sub-peer growth.

$CrowdStrike(CRWD.US) | Jefferies ๐ฆ๐š๐ข๐ง๐ญ๐š๐ข๐ง๐ฌ ๐๐ฎ๐ฒ on ๐‚๐ซ๐จ๐ฐ๐๐’๐ญ๐ซ๐ข๐ค๐ž, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ•๐Ÿ•๐Ÿ“ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ“๐ŸŽ๐ŸŽ

Analyst sees a strong F1Q but muted near-term share performance unless guidance confirms accelerating growth, highlighting CRWD's pole position in AI.

$Palo Alto Networks(PANW.US) | Jefferies maintains ๐๐ฎ๐ฒ on ๐๐š๐ฅ๐จ ๐€๐ฅ๐ญ๐จ ๐๐ž๐ญ๐ฐ๐จ๐ซ๐ค๐ฌ, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ‘๐ŸŽ๐ŸŽ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ”๐Ÿ“

Analyst sees shares as 'tethered' near-term after a 66% rally, but views long-term AI catalysts in FY27 as increasing confidence in future FCF.

$Robinhood(HOOD.US) | Mizuho reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐‘๐จ๐›๐ข๐ง๐ก๐จ๐จ๐, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ๐Ÿ๐Ÿ“ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ๐Ÿ๐ŸŽ

Analyst sees strong adoption potential for Robinhood's new AI 'Agentic Trading' feature, raising 2027 estimates and the price target.