Hardik Shah

Hardik Shah

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Hardik Shah
Hardik Shah
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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Trump says US and Iran in productive talks, will not attack Iran before midterms - $QQQ $SPY $USO

Trump said the US is holding productive talks with the Islamic Republic of Iran and will not attack Iran at any time before the US midterm elections on November 3. He said the blockade will remain fully in place and effective, described Iran as economically and militarily weak, noted 22 million barrels transited the Strait of Hormuz last nightโ€”none from or bound for Iranโ€”and said Iran will not have nuclear weapons.

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $Aerovironment(AVAV.US) AVโ€™s VideoRay Selected as Subcontractor Navy Mine Countermeasure Prototype Effort

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Hardik Shah

$SpaceX(SPCX.US) | Morgan Stanley maintains ๐—•๐˜‚๐˜† on ๐—ฆ๐—ฝ๐—ฎ๐—ฐ๐—ฒ๐—ซ, maintains PT ๐Ÿฏ๐Ÿฌ๐Ÿฌ

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: $NVIDIA(NVDA.US) NVIDIA-backed FirmusGrid IPO stalls; $5.5bn deal faces price-cut or cancellation risk

Demand for NVIDIA-backed Australian data-center operator FirmusGrid has collapsed, putting its planned $5.5bn IPO at risk of a price cut or cancellation.

Insiders say investor appetite was insufficient at the AU$11-per-share offer; the company had earlier reported preliminary indications far exceeding the deal and a potential $30bn valuation.

Bookbuilding closed Thursday but FirmusGrid has not disclosed a final price or deal structure, flagging renewed fragility in AI-related financing.

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Hardik Shah

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: $Super Micro Computer(SMCI.US) Super Micro Computer Stock Rises as Lambda Seeks $4 Billion for AI Expansion

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ ๐—–๐—ผ๐—บ๐—ฝ๐˜‚๐˜๐—ฒ๐—ฟ shares gained about 4% Wednesday.

โžค Gains came despite the broader technology sector trading lower.

โžค NVIDIA-backed ๐—Ÿ๐—ฎ๐—บ๐—ฏ๐—ฑ๐—ฎ is reportedly raising roughly $๐Ÿฐ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค Funding would value Lambda at $๐Ÿญ๐Ÿฐ.๐Ÿฑ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป before new capital.

โžค ๐—•๐—น๐—ฎ๐—ฐ๐—ธ๐˜€๐˜๐—ผ๐—ป๐—ฒ and ๐—–๐—ผ๐—ฎ๐˜๐˜‚๐—ฒ ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ are leading the funding round.

โžค Lambda is reportedly preparing for a potential ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿณ IPO.

โžค Lambda's backlog surged from $๐Ÿญ๐Ÿฑ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป to $๐Ÿฑ๐Ÿฌ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค Backlog growth includes a $๐Ÿฏ๐Ÿฑ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป commitment from ๐—”๐—ป๐˜๐—ต๐—ฟ๐—ผ๐—ฝ๐—ถ๐—ฐ.

โžค ๐—ฆ๐— ๐—–๐—œ stock has gained more than ๐Ÿฑ๐Ÿฌ% during 2026.

๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

โžค Lambda's fundraising could support further expansion of ๐—”๐—œ ๐—ฐ๐—ผ๐—บ๐—ฝ๐˜‚๐˜๐—ถ๐—ป๐—ด infrastructure.

โžค Higher AI infrastructure spending can drive demand for ๐—ฆ๐˜‚๐—ฝ๐—ฒ๐—ฟ ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ servers.

โžค Lambda's growing backlog signals continued demand for large-scale ๐—”๐—œ ๐—ฐ๐—ฎ๐—ฝ๐—ฎ๐—ฐ๐—ถ๐˜๐˜†.

โžค The development reinforces investor expectations for sustained AI data-center spending.

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Dell Technologies Drives the Agentic AI Era with New Windows PCs and Workstations - $Dell Tech(DELL.US) $NVIDIA(NVDA.US)

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: XREAL AURA Starts at $1,279, Bringing Wired XR Glasses with Android XR to Customers This Year - $Alphabet(GOOGL.US) $Qualcomm(QCOM.US) $Meta Platforms(META.US) $Apple(AAPL.US)

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Google and Unity Partner on New AI Gaming Platform for the Next Era of Interactive Entertainment - $Alphabet(GOOGL.US) $Unity Software(U.US)

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Hardik Shah

$Microsoft(MSFT.US) | J.P. Morgan ๐—บ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป๐˜€ ๐—•๐˜‚๐˜† on ๐— ๐—ถ๐—ฐ๐—ฟ๐—ผ๐˜€๐—ผ๐—ณ๐˜ ๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป, ๐—บ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป๐˜€ PT at $๐Ÿฒ๐Ÿฎ๐Ÿฑ

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Hardik Shah

๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: $Navitas Semiconductor(NVTS.US) Navitas Closes Claros Acquisition, Expanding 2030 AI Power Market Opportunity Above $8 Billion

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—ก๐—ฎ๐˜ƒ๐—ถ๐˜๐—ฎ๐˜€ ๐—ฆ๐—ฒ๐—บ๐—ถ๐—ฐ๐—ผ๐—ป๐—ฑ๐˜‚๐—ฐ๐˜๐—ผ๐—ฟ completes its acquisition of ๐—–๐—น๐—ฎ๐—ฟ๐—ผ๐˜€.

โžค Claros develops integrated voltage regulator technology for ๐—”๐—œ ๐—ฑ๐—ฎ๐˜๐—ฎ ๐—ฐ๐—ฒ๐—ป๐˜๐—ฒ๐—ฟ๐˜€.

โžค Acquisition more than doubles Navitas' identified 2030 SAM above $๐Ÿด ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค ๐—ฉ๐—ฃ๐—— and ๐—œ๐—ฉ๐—ฅ markets add at least $๐Ÿฏ.๐Ÿฑ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป in SAM.

โžค Navitas' GaN and high-voltage SiC SAM totals about $๐Ÿฏ.๐Ÿฑ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค ๐—๐—™๐—˜๐—ง technology represents an additional approximately $๐Ÿญ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป opportunity.

โžค Claros' ๐—ฝ๐—œ๐—ฉ๐—ฅ and ๐—ฒ๐—œ๐—ฉ๐—ฅ move power conversion closer to processors.

โžค Acquisition advances Navitas' ๐—ด๐—ฟ๐—ถ๐—ฑ-๐˜๐—ผ-๐˜…๐—ฃ๐—จ AI infrastructure strategy.

โžค Navitas will host an AI infrastructure webinar on ๐—ข๐—ฐ๐˜๐—ผ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฎ๐Ÿฌ.

๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

โžค Significantly expands Navitas' addressable opportunity in ๐—”๐—œ ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ infrastructure.

โžค Adds technology targeting power delivery closer to increasingly demanding ๐—”๐—œ ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€๐—ผ๐—ฟ๐˜€.

โžค Broadens Navitas beyond ๐—š๐—ฎ๐—ก and ๐—ฆ๐—ถ๐—– into integrated voltage regulation.

โžค Strengthens its positioning across the entire ๐—ด๐—ฟ๐—ถ๐—ฑ-๐˜๐—ผ-๐˜…๐—ฃ๐—จ power architecture.

๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜:

๐—–๐—ต๐—ฟ๐—ถ๐˜€ ๐—”๐—น๐—น๐—ฒ๐˜…๐—ฎ๐—ป๐—ฑ๐—ฟ๐—ฒ, President and CEO of Navitas:

"Closing this acquisition is a defining step in the Navitas 2.0 transformation and our strategy to power AI infrastructure from grid-to-xPU."

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Hardik Shah

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Drug Discovery Informatics Market Projected to Reach $7.74 Billion by 2030 as AI Agents Need Biological Context - $Microsoft(MSFT.US) $Palantir Tech(PLTR.US) $Snowflake(SNOW.US) $Veeva Systems -CL(VEEV.US) $MindWalk(HYFT.US)

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Hardik Shah

$Snap(SNAP.US) | Blue Duck: Proposes Removing $500 Mln Annual Specs Spending From Snap's Core Business

Blue Duck Believes That Doing So Would Unlock Potential Re-Rating That Could More Than Double SNAP's Shr Price to $12-14

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Applied Materials and Intel Collaborate to Accelerate Chipmaking Innovations for AI-Driven Computing - $Applied Materials(AMAT.US) $Intel(INTC.US)

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: CrowdStrike, AWS, and NVIDIA Expand Global Cybersecurity Startup Accelerator, Defining the Next Generation of Innovation for the Agentic Era - $CrowdStrike(CRWD.US) $NVIDIA(NVDA.US) $Amazon(AMZN.US)

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Hardik Shah

๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: $Uber Tech(UBER.US) Uber to Acquire ezCater for $๐Ÿฎ.๐Ÿฏ Billion, Expanding Catering on Uber Eats

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—จ๐—ฏ๐—ฒ๐—ฟ agrees to acquire ๐—ฒ๐˜‡๐—–๐—ฎ๐˜๐—ฒ๐—ฟ for $๐Ÿฎ.๐Ÿฏ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป cash.

โžค ezCater provides workplace catering from over ๐Ÿญ๐Ÿฐ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ restaurants nationwide.

โžค Acquisition combines ๐—ฒ๐˜‡๐—–๐—ฎ๐˜๐—ฒ๐—ฟ, ๐—จ๐—ฏ๐—ฒ๐—ฟ ๐—˜๐—ฎ๐˜๐˜€, and ๐—จ๐—ฏ๐—ฒ๐—ฟ ๐—ณ๐—ผ๐—ฟ ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€.

โžค ezCater generated over $๐Ÿฎ.๐Ÿฑ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป in trailing-twelve-month Gross Bookings.

โžค Gross Bookings are growing at a ๐—ต๐—ถ๐—ด๐—ต-๐˜๐—ฒ๐—ฒ๐—ป๐˜€ year-over-year rate.

โžค ezCater's average order value exceeds $๐Ÿฐ๐Ÿฌ๐Ÿฌ.

โžค ezCater is profitable on a ๐—ก๐—ผ๐—ป-๐—š๐—”๐—”๐—ฃ Operating Income basis.

โžค Uber expects the acquisition to be ๐—บ๐—ฎ๐—ฟ๐—ด๐—ถ๐—ป ๐—ฎ๐—ฐ๐—ฐ๐—ฟ๐—ฒ๐˜๐—ถ๐˜ƒ๐—ฒ.

โžค Transaction is expected to close within the ๐—ฐ๐—ผ๐—บ๐—ถ๐—ป๐—ด ๐—บ๐—ผ๐—ป๐˜๐—ต๐˜€, pending approvals.

๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

โžค Expands ๐—จ๐—ฏ๐—ฒ๐—ฟ ๐—˜๐—ฎ๐˜๐˜€ deeper into higher-value corporate catering.

โžค Adds larger orders and new customer opportunities for participating restaurants.

โžค Strengthens Uber's position in the recurring ๐—•๐Ÿฎ๐—• workplace-meals market.

โžค Creates additional higher-value delivery opportunities for ๐—จ๐—ฏ๐—ฒ๐—ฟ ๐—˜๐—ฎ๐˜๐˜€ couriers.

๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:

๐——๐—ฎ๐—ฟ๐—ฎ ๐—ž๐—ต๐—ผ๐˜€๐—ฟ๐—ผ๐˜„๐˜€๐—ต๐—ฎ๐—ต๐—ถ, CEO of Uber:

โ€œCatering is a big business, and can be a huge revenue stream for restaurants,โ€ said Dara Khosrowshahi, CEO of Uber. โ€œNihad and his incredible team have built an amazing platform. With Uberโ€™s reach, we can bring that experience to millions more customers and help restaurants win more of these valuable orders.โ€

๐—ก๐—ถ๐—ต๐—ฎ๐—ฑ ๐—ฅ๐—ฎ๐—ต๐—บ๐—ฎ๐—ป, CEO of ezCater:

โ€œWe're thrilled to be joining forces with Uber. Our team is proud of what we've built โ€” the leading platform for workplace catering, and a major growth channel for our restaurant partners,โ€ said Nihad Rahman, CEO of ezCater. โ€œWe're energized to bring our catering and B2B expertise to Uber's global ecosystem of customers, merchants, and couriers.โ€

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Hardik Shah

โšก ๐”๐๐ƒ๐€๐“๐„: $Zscaler(ZS.US) Zscaler Reaffirms Q1 and FY2027 Guidance, Targets $10 Billion ARR

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—ญ๐˜€๐—ฐ๐—ฎ๐—น๐—ฒ๐—ฟ reaffirmed its ๐—ค๐Ÿญ and full-year ๐—™๐—ฌ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿณ financial guidance.

โžค Q1 revenue expected at $๐Ÿต๐Ÿฏ๐Ÿฑโ€“$๐Ÿต๐Ÿฏ๐Ÿต ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป, approximately ๐Ÿญ๐Ÿต% growth.

โžค Q1 non-GAAP operating income projected at $๐Ÿฎ๐Ÿญ๐Ÿฑโ€“$๐Ÿฎ๐Ÿญ๐Ÿณ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค Q1 non-GAAP EPS expected between $๐Ÿญ.๐Ÿญ๐Ÿฑโ€“$๐Ÿญ.๐Ÿญ๐Ÿฒ.

โžค FY2027 ARR projected at $๐Ÿฐ.๐Ÿฏ๐Ÿต๐Ÿฒโ€“$๐Ÿฐ.๐Ÿฐ๐Ÿฎ๐Ÿฒ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค FY2027 revenue expected at $๐Ÿฏ.๐Ÿต๐Ÿฌ๐Ÿดโ€“$๐Ÿฏ.๐Ÿต๐Ÿฏ๐Ÿด ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป.

โžค Full-year non-GAAP EPS forecast at $๐Ÿฐ.๐Ÿด๐Ÿฒโ€“$๐Ÿฐ.๐Ÿต๐Ÿฌ.

โžค FY2027 free cash flow margin expected around ๐Ÿฎ๐Ÿฏ.๐Ÿฌ%โ€“๐Ÿฎ๐Ÿฏ.๐Ÿฑ%.

โžค CEO ๐—๐—ฎ๐˜† ๐—–๐—ต๐—ฎ๐˜‚๐—ฑ๐—ต๐—ฟ๐˜† referenced a long-term $๐Ÿญ๐Ÿฌ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป ARR target.

๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

โžค Reaffirmed guidance signals management's confidence in near-term business momentum.

โžค Roughly ๐Ÿญ๐Ÿณ% annual growth underscores continued demand for ๐—ญ๐—ฒ๐—ฟ๐—ผ ๐—ง๐—ฟ๐˜‚๐˜€๐˜ security.

โžค Approximately ๐Ÿด๐Ÿฌ% gross margins highlight Zscaler's high-margin software model.

โžค The $๐Ÿญ๐Ÿฌ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป ARR target points to substantial long-term growth ambitions.

๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜:

๐—๐—ฎ๐˜† ๐—–๐—ต๐—ฎ๐˜‚๐—ฑ๐—ต๐—ฟ๐˜†, CEO of Zscaler:

"Our Zero Trust platform was purpose-built to solve the challenges customers face today โ€“ protecting against AI-driven threats, securing data everywhere, and enabling the secure deployment of AI."

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Hardik Shah

โšก ๐”๐๐ƒ๐€๐“๐„: $Applied Digital(APLD.US) Applied Digital Secures Up to 1 GW of Power Capacity for Finland AI Factory

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—”๐—ฝ๐—ฝ๐—น๐—ถ๐—ฒ๐—ฑ ๐——๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น secures access to up to ๐Ÿญ ๐—š๐—ช in Finland.

โžค Agreement marks the company's ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ development opportunity outside the U.S.

โžค Company plans a large-scale ๐—”๐—œ ๐—™๐—ฎ๐—ฐ๐˜๐—ผ๐—ฟ๐˜† campus in Finland.

โžค Initial power availability is anticipated beginning in ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿด.

โžค Applied Digital is already marketing the site to potential customers.

โžค Company is in discussions with leading ๐—ด๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—ต๐˜†๐—ฝ๐—ฒ๐—ฟ๐˜€๐—ฐ๐—ฎ๐—น๐—ฒ customers.

โžค Near-term development priorities remain firmly focused on the ๐—จ.๐—ฆ. portfolio.

โžค Future Finland investments will depend on demand and regulatory milestones.

โžค Finland offers favorable climate, energy infrastructure, connectivity, and development scale.

๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

โžค Opens a potentially significant ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ป๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต avenue for Applied Digital.

โžค Up to ๐Ÿญ ๐—š๐—ช could support substantial future AI computing capacity.

โžค Hyperscaler discussions indicate potential demand before initial ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿด power availability.

โžค Finland could validate Applied Digital's ๐—”๐—œ ๐—™๐—ฎ๐—ฐ๐˜๐—ผ๐—ฟ๐˜† model beyond America.

๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:

๐—ช๐—ฒ๐˜€ ๐—–๐˜‚๐—บ๐—บ๐—ถ๐—ป๐˜€, Chairman and CEO of Applied Digital:

โ€œApplied Digital has built its platform around identifying the right power in the right markets and turning that power into operational AI capacity. Finland stood out because many of the characteristics that have supported our success in North Dakota are also present in the Nordics โ€” a favorable climate, an attractive energy ecosystem, strong connectivity and the ability to develop at meaningful scale.โ€

๐—ช๐—ฒ๐˜€ ๐—–๐˜‚๐—บ๐—บ๐—ถ๐—ป๐˜€, Chairman and CEO of Applied Digital:

โ€œThis is a deliberate first step, not a change in our strategy. Our focus remains firmly on executing the projects in front of us in the United States. At the same time, as we continue building Applied Digital into a category leader in AI infrastructure, we believe it is important to selectively secure compelling sites that can extend our growth runway over the long term.โ€

๐—ช๐—ฒ๐˜€ ๐—–๐˜‚๐—บ๐—บ๐—ถ๐—ป๐˜€, Chairman and CEO of Applied Digital:

โ€œOur ability to scale is not about planting flags in as many markets as possible. It is about identifying exceptional sites and applying the same disciplined model repeatedly. We have demonstrated that model across our U.S. portfolio. Finland gives us the opportunity to begin proving that platform can travel.โ€

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Hardik Shah

$Sandisk(SNDK.US) | Mizuho Securities ๐—บ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป๐˜€ ๐—•๐˜‚๐˜† on ๐—ฆ๐—ฎ๐—ป๐——๐—ถ๐˜€๐—ธ, raises PT to $๐Ÿฎ๐Ÿฌ๐Ÿฑ๐Ÿฌ from $๐Ÿญ๐Ÿด๐Ÿณ๐Ÿฑ

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Hardik Shah

$Zeta Global(ZETA.US) | D.A. Davidson ๐—บ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป๐˜€ ๐—•๐˜‚๐˜† on ๐—ญ๐—ฒ๐˜๐—ฎ ๐—š๐—น๐—ผ๐—ฏ๐—ฎ๐—น, raises PT to $๐Ÿฏ๐Ÿด from $๐Ÿฏ๐Ÿฒ

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Meta and Microsoft Work to Wean Staff Off Anthropic's Claude - Information - $Meta Platforms(META.US) $Microsoft(MSFT.US)

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Hardik Shah

๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: Greenland Approves Mining and Closure Plans for $Critical Metals(CRML.US) Critical Metalsโ€™ Tanbreez Rare Earth Project

๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

โžค ๐—š๐—ฟ๐—ฒ๐—ฒ๐—ป๐—น๐—ฎ๐—ป๐—ฑ formally approves Tanbreez ๐— ๐—ถ๐—ป๐—ถ๐—ป๐—ด and ๐—–๐—น๐—ผ๐˜€๐˜‚๐—ฟ๐—ฒ Plans.

โžค Approvals establish a development framework extending through ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฑ๐Ÿฌ.

โžค Tanbreez is described as one of the world's ๐—น๐—ฎ๐—ฟ๐—ด๐—ฒ๐˜€๐˜ ๐—ต๐—ฒ๐—ฎ๐˜ƒ๐˜† ๐—ฟ๐—ฎ๐—ฟ๐—ฒ ๐—ฒ๐—ฎ๐—ฟ๐˜๐—ต deposits.

โžค Government approved extraction of ๐Ÿญ๐Ÿต ๐—ฐ๐—ฟ๐—ถ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฒ๐—น๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€ at Tanbreez.

โžค Approved resources include ๐˜๐—ฒ๐—ฟ๐—ฏ๐—ถ๐˜‚๐—บ, ๐—ฑ๐˜†๐˜€๐—ฝ๐—ฟ๐—ผ๐˜€๐—ถ๐˜‚๐—บ, ๐˜†๐˜๐˜๐—ฟ๐—ถ๐˜‚๐—บ, neodymium and praseodymium.

โžค Strategic metals include ๐˜‡๐—ถ๐—ฟ๐—ฐ๐—ผ๐—ป๐—ถ๐˜‚๐—บ, ๐—ต๐—ฎ๐—ณ๐—ป๐—ถ๐˜‚๐—บ, ๐˜๐—ฎ๐—ป๐˜๐—ฎ๐—น๐˜‚๐—บ and ๐—ป๐—ถ๐—ผ๐—ฏ๐—ถ๐˜‚๐—บ.

โžค Mining Plan covers the mine, processing facilities, port and supporting infrastructure.

โžค Activity-specific ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฝ๐—ฒ๐—ฟ๐—บ๐—ถ๐˜๐˜€ remain required before construction can begin.

โžค Required permits cover environmental, marine, safety, export and mineral-sale activities.

โžค Approval significantly advances ๐—–๐—ฅ๐— ๐—Ÿ's path toward developing Tanbreez.

๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

โžค Removes a major ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐˜๐—ผ๐—ฟ๐˜† hurdle for the Tanbreez project's development.

โžค Improves development visibility for ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€ and potential financing partners.

โžค Could expand Western supplies of strategically important ๐—ต๐—ฒ๐—ฎ๐˜ƒ๐˜† ๐—ฟ๐—ฎ๐—ฟ๐—ฒ ๐—ฒ๐—ฎ๐—ฟ๐˜๐—ต๐˜€.

โžค Terbium and dysprosium are critical for ๐—˜๐—ฉ, wind and defense magnets.

โžค Construction remains dependent on final ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฝ๐—ฒ๐—ฟ๐—บ๐—ถ๐˜๐˜€ and financial security.

๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:

๐—ง๐—ผ๐—ป๐˜† ๐—ฆ๐—ฎ๐—ด๐—ฒ, Chairman and Chief Executive Officer of Critical Metals Corp:

โ€œApproval of the Mining and Closure Plans is a defining milestone for Tanbreez and for Critical Metals Corp. It gives us a clear framework through 2050 to responsibly develop one of the worldโ€™s largest heavy rare earth deposits, in partnership with the Government of Greenland and the communities of South Greenland. We thank the Government and the Mineral Resources Authority for their thorough review, and we now move forward with the specific operating permits that will take us to construction.โ€

๐— ๐—ถ๐—ฐ๐—ต๐—ฎ๐—ฒ๐—น ๐—›๐—ฎ๐—ป๐˜€๐—ผ๐—ป, Independent Director of Critical Metals Corp:

โ€œThe approval of the Mining and Closure Plans is an important step in de-risking Tanbreez. It gives investors and potential financing partners greater clarity on the path to development of one of the most significant rare earth projects outside of established supply chains.โ€

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Hardik Shah

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: Nearly Half of Asia Pacific Consumers Open to Using Stablecoins in the Next Five Years, Visa Study Finds - $Visa(V.US) $Mastercard(MA.US) $Circle(CRCL.US) $Robinhood(HOOD.US) $Coinbase(COIN.US)

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Hardik Shah

$Oklo(OKLO.US) | BofA Securities ๐—บ๐—ฎ๐—ถ๐—ป๐˜๐—ฎ๐—ถ๐—ป๐˜€ ๐—•๐˜‚๐˜† on ๐—ข๐—ธ๐—น๐—ผ ๐—œ๐—ป๐—ฐ, maintains PT at $๐Ÿด๐Ÿฌ

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Hardik Shah

๐Ÿ† TOP 10 WEEKLY UPGRADES:

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Hardik Shah

๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: Goldman Reaps Windfall From Cut Of Clients' Early $SpaceX(SPCX.US) Spacex Bets - Bloomberg

The report said the bank had helped to arrange wealthy clientsโ€™ bets on Elon Muskโ€™s company more than five years ago, when SpaceX was worth tens of billions of dollars. When the aerospace firm went public at a $1.77 trillion valuation, Goldman clients who sold shares received a vast windfall and delivered hundreds of millions of dollars in incentive fees to the bank.