Hardik Shah

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Trump, Xi To Weigh Tariff Cuts On $30B Of Imports - Reuters - $QQQ $SPY

Bill Ackman - Pershing Square Capital Management Portfolio Updates

$AMZN $MSFT $META $UBER $QSR $BN $GOOG $GOOGL $HLT 

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Iran Won't Join Next US Talks Without 5 Conditions Met - Fars - $QQQ $SPY $USO

Bill & Melinda Gates Foundation Trust Portfolio Updates

$WM $BRK.B $MSFT 

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Spacex Shareholders Approve 5-for-1 Split of Common Stock - Bloomberg - $TSLA $ASTS $RKLB $PL $RDW $LUNR 

Spacex Shareholders Were Notified That the Current Fair Market Value per Share Has Been Adjusted to About $105.32 From $526.59

David Tepper - Appaloosa Management Portfolio Updates

$UBER $VST $AMZN $BIDU $TSM $MU $SNDK $GOOG $NVDA $ASML $META $GLW $LYFT $RTX $BALL $BABA $MSFT $QCOM $UNH 

$AMZN | 𝐀𝐦𝐚𝐳𝐨𝐧: TD Cowen reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟓𝟎

Analyst sees 30-minute grocery delivery expanding Amazon’s logistics advantage and online grocery momentum. 

$INTC | 𝐈𝐧𝐭𝐞𝐥: Deutsche Bank reiterates 𝐇𝐨𝐥𝐝, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟎𝟎

Analyst sees foundry traction improving sentiment, though much of the potential upside appears already reflected in shares. 

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AAPL Apple-OpenAI Partnership Frays, Setting Up Possible Legal Fight - Bloomberg

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SMIC SAID ITS OVERSEAS ORDERS INCREASED AS AI BOOM LED TO CAPACITY SHORTAGE IN OVERSEAS MARKETS - $TSM $NVDA $AMD

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SAMSUNG ELEC'S SOUTH KOREA UNION SAID SAMSUNG HAS PROPOSED RESUMING TALKS WITH UNION WITHOUT CONDITIONS - $MU $SNDK

$HIMS | 𝐇𝐢𝐦𝐬 & 𝐇𝐞𝐫𝐬: BofA reiterates 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, cuts 𝐏𝐓 𝐭𝐨 $𝟑𝟎

Analyst sees GLP-1 transition and heavy investments pressuring near-term expectations. 