Hardik Shah

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. likely to cancel sale of Tomahawk missiles to Germany on Russia concerns - Politico - $RTX $SPY

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Iran nuclear risk higher than before U.S.-Israel strikes, UN says - $QQQ $SPY $USO $SPX

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Islamic Republic of Iran Broadcasting (IRIB) said a new round of attacks targeting US military bases in Kuwait and Bahrain has begun. - $QQQ $SPY $USO

Trump: meeting scheduled with AI companies soon - $META $GOOGL $SPCX $MSFT $NVDA

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Palantir and Google Cloud Announce Strategic AI & Data Partnership - $PLTR $GOOGL 

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  Palantir and 𝐆𝐨𝐨𝐠𝐥𝐞 𝐂𝐥𝐨𝐮𝐝 launch a multi-tiered strategic partnership.

➤  𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫 solutions will be available on Google Cloud Marketplace.

➤  Partnership enables two-way data federation between 𝐁𝐢𝐠𝐐𝐮𝐞𝐫𝐲 and Foundry.

➤  Integrates Google’s 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐂𝐚𝐭𝐚𝐥𝐨𝐠 with Foundry’s Ontology.

➤  Deeper connectivity links 𝐆𝐞𝐦𝐢𝐧𝐢 models with Palantir 𝐀𝐈𝐏 workflows.

➤  Collaboration aims to improve enterprise AI, analytics, and operational efficiency.

➤  Eaton already uses Foundry, AIP, and Gemini to enhance engineering workflows.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Our partnership with Palantir helps turn raw data into AI-driven insights that inform real-world, operational execution,” said Satish Thomas, Vice President, Applied AI & Platform Ecosystem at Google Cloud.

“By uniting BigQuery and Gemini with Palantir’s Foundry and AIP, we’re giving joint customers a secure, unified foundation to run their most complex, high-stakes workflows at scale.”

“Our customers are relentless in their ambitions, and clear about the need for holistic architectures,” said Akshay Krishnaswamy, Palantir’s Chief Architect.

“Our partnership with Google Cloud marries the years of investments that customers have made into Google’s Knowledge Catalog, BigQuery, and Cloud Storage with the operational force of Foundry and AIP, and enables them to unleash Gemini alongside their Ontology-powered AI strategy.”

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $SPCX SpaceX IPO bars investors from China and Hong Kong -  Bloomberg 

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  Bloomberg reports SpaceX underwriters excluded investors in China and Hong Kong.

➤  Lead banks reportedly instructed syndicate members not to accept related orders.

➤  Restrictions reportedly include 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐛𝐚𝐧𝐤𝐢𝐧𝐠 clients in affected markets.

➤  Decision cited 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 and 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞 concerns, according to the report.

➤  China maintains strict limits on 𝐟𝐨𝐫𝐞𝐢𝐠𝐧 investment in its space sector.

➤  Reuters reported SpaceX IPO materials were inaccessible in mainland China and Hong Kong.

➤  SpaceX began IPO 𝐦𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐫𝐨𝐚𝐝𝐬𝐡𝐨𝐰𝐬 in New York on Thursday.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Blue Origin remains eligible to be certified for bidding against SpaceX for U.S. military space launches after launchpad explosion - Bloomberg

$SPCX $AMZN $RKLB $ASTS $LUNR $PL $RDW

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Hitachi and $INTC Intel Form Strategic Partnership to Advance Physical AI

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  Hitachi and Intel announce strategic collaboration on 𝐩𝐡𝐲𝐬𝐢𝐜𝐚𝐥 𝐀𝐈 and advanced computing.

➤  Partnership targets manufacturing, energy, mobility, and other industrial sectors.

➤  Collaboration focuses on 𝐟𝐨𝐮𝐧𝐝𝐫𝐲 𝐭𝐨𝐨𝐥𝐬, quantum computing, energy, custom silicon, and edge AI.

➤  Hitachi’s ExTOPE platform to support predictive maintenance in 𝐬𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 manufacturing.

➤  Companies will deploy energy optimization solutions across 𝐈𝐧𝐭𝐞𝐥 𝐟𝐚𝐛 facilities.

➤  Joint research efforts will accelerate development of 𝐪𝐮𝐚𝐧𝐭𝐮𝐦 𝐜𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠 technologies.

➤  Partnership combines Intel’s AI and silicon expertise with Hitachi’s 𝐎𝐓 and 𝐈𝐓 capabilities.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Building on more than 40 years of trust with Intel, we are delighted to launch a comprehensive strategic collaboration,” said Toshiaki Tokunaga, President and CEO of Hitachi Ltd.

“By combining Intel's advanced computing and AI capabilities with Hitachi's deep OT expertise and world class IT capabilities, we are uniquely positioned to help industries capture the enormous opportunity represented by physical AI at industrial scale,” said Lip-Bu Tan, CEO of Intel Corporation.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Lemonade Launches Autonomous Car Insurance for Tesla Owners in Indiana - $LMND $TSLA 

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  Lemonade expands 𝐀𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 𝐂𝐚𝐫 insurance to Tesla owners in Indiana.

➤  Policy offers up to 𝟓𝟎% discount on miles driven using 𝐅𝐒𝐃 (𝐒𝐮𝐩𝐞𝐫𝐯𝐢𝐬𝐞𝐝).

➤  Reduced rates are based on vehicle usage in Tesla’s autonomous driving mode.

➤  Customers can obtain quotes through Lemonade’s 𝐚𝐩𝐩 or website.

➤  Additional savings available when bundled with other 𝐋𝐞𝐦𝐨𝐧𝐚𝐝𝐞 insurance products.

➤  Lemonade’s standard auto insurance remains available across 𝟏𝟎 U.S. states.

➤  Expansion reflects growing use of 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐝𝐚𝐭𝐚 for personalized insurance pricing.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Tesla's safe FSD (Supervised) tech reduces the chances of getting into an accident. Our intelligent pricing models see this in the data and can pass real savings, with high precision, on to Tesla customers,” said Shai Wininger, President and Co-Founder of Lemonade

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $META Meta Mulls $200/Month for Consumer AI Agent Tool - The Information

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. Moves to Halt Advanced AI Chip Shipments to Chinese Firms Overseas - Reuters - $AMD $NVDA 

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  U.S. Commerce Department closes potential 𝐀𝐈 𝐜𝐡𝐢𝐩 export loophole.

➤  New guidance applies license requirements to 𝐂𝐡𝐢𝐧𝐞𝐬𝐞-𝐡𝐞𝐚𝐝𝐪𝐮𝐚𝐫𝐭𝐞𝐫𝐞𝐝 entities worldwide.

➤  Restrictions may affect Nvidia 𝐁𝐥𝐚𝐜𝐤𝐰𝐞𝐥𝐥, 𝐑𝐮𝐛𝐢𝐧 and AMD 𝐌𝐈𝟑𝟓𝟎𝐗 chips.

➤  Loophole reportedly allowed overseas subsidiaries of Chinese firms to acquire advanced AI chips.

➤  Industry source estimates shipments could have reached 𝐡𝐮𝐧𝐝𝐫𝐞𝐝𝐬 𝐨𝐟 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝𝐬 of units.

➤  Guidance follows U.S. decision not to enforce the 𝐀𝐈 𝐃𝐢𝐟𝐟𝐮𝐬𝐢𝐨𝐧 rule in 2025.

➤  Existing data centers can continue using and servicing deployed AI hardware.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Goldman Sachs expects $SPCX SpaceX's AI-related revenue to grow 100-fold by 2030. - FT

$RKLB $LUNR $ASTS $PL $RDW $SPCE

$MU | 𝐌𝐨𝐫𝐠𝐚𝐧 𝐒𝐭𝐚𝐧𝐥𝐞𝐲 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐌𝐢𝐜𝐫𝐨𝐧 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 to $𝟏𝟎𝟓𝟎 from $𝟓𝟐𝟎, maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: William Blair Sees Blue Origin Recovery as Positive for AST SpaceMobile, Karman - $ASTS $KRMN $SPCX 

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤  William Blair says Blue Origin’s expected launch return benefits 𝐀𝐒𝐓𝐒 and 𝐊𝐑𝐌𝐍.

➤  Jeff Bezos stated a clear path exists for 𝐍𝐞𝐰 𝐆𝐥𝐞𝐧𝐧 launches in 𝟐𝟎𝟐𝟔.

➤  AST SpaceMobile remains on track for beta 𝐝𝐢𝐫𝐞𝐜𝐭-𝐭𝐨-𝐝𝐞𝐯𝐢𝐜𝐞 service later this year.

➤  Commercial service launch is still expected in 𝐇𝟏 𝟐𝟎𝟐𝟕, according to AST.

➤  AST also received authorization for 𝟏𝟎𝐱𝟏𝟎 𝐬𝐩𝐞𝐜𝐭𝐫𝐮𝐦 usage in Brazil.

➤  Karman supplies key components for New Glenn and derives about 𝟓% platform exposure.

➤  Karman expects space segment growth to remain intact with over 𝟗𝟎% revenue visibility.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Blue Origin’s expected return to launch operations this year is a positive development for both AST SpaceMobile and Karman,” William Blair noted, following recent comments from Blue Origin leadership regarding New Glenn’s recovery timeline.

AST SpaceMobile said at William Blair’s 46th Annual Growth Stock Conference that it continues to expect a beta direct-to-device service launch later in 2026 and a commercial rollout in the first half of 2027.

Karman CEO Jon Rambeau stated that the company’s space segment growth should be unaffected by the New Glenn launchpad incident and added that Karman has greater than 90% visibility to achieve the midpoint of its full-year revenue guidance, which calls for 25% organic growth.

Dell: Xps 13 With Intel Core Series 3 Processors Arriving Soon in US - $DELL $INTC

$AAPL | UBS 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐍𝐞𝐮𝐭𝐫𝐚𝐥 on 𝐀𝐩𝐩𝐥𝐞, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟐𝟗𝟔

Analyst flags slowing App Store revenue growth in May (+3%), weighed down by a ~7% decline in the US, with a difficult June comp ahead. 