Hardik Shah

Software Developer | AI-Powered News Insights, Earnings Reports and Analyst Ratings | Follow for Savvy Insights, Not Advice #AI #StockMarket

[Hardik Shah @AIStockSavvy]

📢 Companies Reporting Earnings Next Week

$AMKR $APLD $CLS $NVTS $CDNS $BA $PYPL $V $KLAC $BE $TER $F $NXPI $STX $ENPH $GEHC $SOFI $LHX $VRT $LMND $APH $ARM $HOOD $QCOM $MSFT $LRCX $CVNA $META $FTNT $ALGM $MO $CHKP $MA $MSTR $RDDT $RIVN $AMZN $COIN $ILMN $RBXL $AAPL $TEM $XOM $MRNA $ETN

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Deepseek Is Developing Massive Ai Data Center In Inner Mongolia - Bloomberg - $NVDA

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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NOW ServiceNow Could Cut Around 𝟭,𝟬𝟬𝟬 Jobs as Acquisition Integration Continues

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄 could reduce around 𝟭,𝟬𝟬𝟬 roles during 𝟮𝟬𝟮𝟲.

➤ Workforce changes follow the acquisitions of 𝗠𝗼𝘃𝗲𝘄𝗼𝗿𝗸𝘀, 𝗩𝗲𝘇𝗮, and 𝗔𝗿𝗺𝗶𝘀.

➤ Company aims to end 𝟮𝟬𝟮𝟲 with roughly the same headcount it started with.

➤ ServiceNow entered 𝟮𝟬𝟮𝟲 with about 𝟮𝟵,𝟬𝟬𝟬 employees and now has around 𝟯𝟬,𝟬𝟬𝟬.

➤ Sources said reports of 𝟯,𝟬𝟬𝟬–𝟱,𝟬𝟬𝟬 job cuts are overstated.

➤ Restructuring is being implemented gradually over several months.

➤ ServiceNow raised its full-year 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 outlook after strong Q2 results.

➤ Shares remain down more than 𝟮𝟰% year-to-date despite improving AI momentum.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Indicates workforce optimization rather than broad cost-cutting.

➤ Reflects integration of recent acquisitions while maintaining profitability goals.

➤ Reinforces ServiceNow's focus on AI-driven growth and margin expansion.

➤ Clarifies market speculation by suggesting layoffs are far smaller than rumored.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗕𝗶𝗹𝗹 𝗠𝗰𝗗𝗲𝗿𝗺𝗼𝘁𝘁, CEO of ServiceNow:

"We’re a growth company, and we’re going to grow. We’re going to grow fast."

"complete this cycle of 2026 and start 2027 with the exact same headcount before we did the acquisitions."

“The company’s sterling fundamentals have us operating to the Rule of 56, well on our way to the Rule of 60. With our AI Control Tower as the market standard, agentic deployments of ServiceNow AI increased ninefold in just nine months. Our $29 billion in remaining performance obligations is fueled by longer customer commitments and skyrocketing demand from our partner ecosystem.”

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: MOODY'S upgraded $MU Micron Technology's senior unsecured rating to Baa1; outlook stable.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Banks in talks to lend $15B for new Anthropic data center - WSJ

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: OpenAI cuts the price of GPT-5.6Luna by 80% and GPT-5.6Terra by 20%.

[Hardik Shah @AIStockSavvy]

$CORZ | Freedom Broker 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 𝗜𝗻𝗰. from Hold to 𝗕𝘂𝘆, PT $𝟯𝟯

Analyst sees an improved story after a 40% stock drop, citing the addition of AMD as a major partner and progress on its CoreWeave power contract.

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Citadel Acquires AI Stock Portfolio From OpenAI Researcher-Led Hedge Fund

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗶𝘁𝗮𝗱𝗲𝗹 acquired a significant portion of AI stocks from 𝗦𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀.

➤ Situational Awareness is led by former 𝗢𝗽𝗲𝗻𝗔𝗜 researcher 𝗟𝗲𝗼𝗽𝗼𝗹𝗱 𝗔𝘀𝗰𝗵𝗲𝗻𝗯𝗿𝗲𝗻𝗻𝗲𝗿.

➤ Fund has been liquidating public equities following recent 𝗔𝗜 𝘀𝘁𝗼𝗰𝗸 declines.

➤ Transaction was reported by 𝗧𝗵𝗲 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗝𝗼𝘂𝗿𝗻𝗮𝗹, citing people familiar.

➤ Situational Awareness retains some 𝗽𝘂𝗯𝗹𝗶𝗰 𝗲𝗾𝘂𝗶𝘁𝘆 holdings.

➤ Fund also continues to hold private stakes, including in 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Citadel buys AI stock portfolio from Situational Awareness fund - WSJ

[Hardik Shah @AIStockSavvy]

🤔🤔🤔

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Citadel buys AI stock portfolio from Situational Awareness fund - WSJ

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Citadel buys AI stock portfolio from Situational Awareness fund - WSJ

[Hardik Shah @AIStockSavvy]

@rueben9_ May be because of this 😉😉https://t.co/nU1aBnD9OK

[Hardik Shah @AIStockSavvy]

Jim Cramer on $LLY Eli Lilly: “Eli Lilly is classic own don’t trade. ... Eli Lilly is a good company, and I’ve owned it for years. I’m going to continue to own it for years because it’s a great business with great drugs.”

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $LLY Eli Lilly and Resilience Invest $𝟳𝟱𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 to Expand U.S. Drug Manufacturing

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆 and 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 will invest $𝟳𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in U.S. manufacturing.

➤ Investment will create 𝟰𝟬𝟬 new high-skilled jobs in Cincinnati, Ohio.

➤ Resilience will manufacture 𝗟𝗶𝗹𝗹𝘆'𝘀 𝗞𝘄𝗶𝗸𝗣𝗲𝗻 injectable devices.

➤ KwikPen supports treatments for 𝗱𝗶𝗮𝗯𝗲𝘁𝗲𝘀 and 𝗼𝗯𝗲𝘀𝗶𝘁𝘆.

➤ Partnership has produced over 𝟭𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 medicine doses since 𝟮𝟬𝟮𝟯.

➤ Lilly's U.S. capital expansion commitments exceed $𝟱𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 since 𝟮𝟬𝟮𝟬.

➤ Lilly plans to begin construction at additional U.S. manufacturing sites this year.

➤ Investment comes amid broader industry efforts to expand U.S. pharmaceutical production.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands manufacturing capacity for Lilly's fast-growing diabetes and obesity medicines.

➤ Strengthens domestic pharmaceutical supply chains amid evolving U.S. trade policies.

➤ Reinforces Lilly's long-term manufacturing strategy to meet rising patient demand.

➤ Highlights continued reshoring of drug production across the pharmaceutical industry.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗘𝗱𝗴𝗮𝗿𝗱𝗼 𝗛𝗲𝗿𝗻𝗮𝗻𝗱𝗲𝘇, Lilly's Manufacturing Head:

"The partnership reflects Lilly's efforts to meet rising demand for its medicines."

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $GOOGL Google Unveils Gemini Robotics ER 2 With Multi-Robot Collaboration and Advanced Planning

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗚𝗼𝗼𝗴𝗹𝗲 launches 𝗚𝗲𝗺𝗶𝗻𝗶 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗘𝗥 𝟮 for embodied AI.

➤ Model is available via 𝗚𝗲𝗺𝗶𝗻𝗶 𝗔𝗣𝗜 and 𝗚𝗼𝗼𝗴𝗹𝗲 𝗔𝗜 𝗦𝘁𝘂𝗱𝗶𝗼.

➤ Private preview begins on the 𝗚𝗲𝗺𝗶𝗻𝗶 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗴𝗲𝗻𝘁 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺.

➤ Supports 𝗺𝘂𝗹𝘁𝗶-𝗿𝗼𝗯𝗼𝘁 collaboration across different robot types.

➤ Integrates with 𝗚𝗲𝗺𝗶𝗻𝗶 𝗟𝗶𝘃𝗲 𝗔𝗣𝗜 for lower-latency robot control.

➤ Achieved 𝟱𝟳.𝟰% progress classification accuracy and 𝟵𝟭.𝟯% moment-finding accuracy.

➤ Delivers 𝟬.𝟵𝟲-𝘀𝗲𝗰𝗼𝗻𝗱 mean absolute distance on timing tasks.

➤ Supports external tools including 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗲𝗮𝗿𝗰𝗵 and custom functions.

➤ Demonstrated with 𝗔𝗽𝗽𝘁𝗿𝗼𝗻𝗶𝗸 𝗔𝗽𝗼𝗹𝗹𝗼 𝟮, 𝗙𝗿𝗮𝗻𝗸𝗮 𝗙𝟯 𝗗𝘂𝗼, and 𝗕𝗼𝘀𝘁𝗼𝗻 𝗗𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗦𝗽𝗼𝘁.

➤ Safety improvements enable robots to stop near people and resume autonomously.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Advances Google's push into the rapidly growing 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 and robotics market.

➤ Multi-robot coordination could accelerate deployment in manufacturing, logistics, and warehouses.

➤ Stronger planning and safety capabilities may improve commercial adoption of autonomous robots.

➤ Expands the Gemini ecosystem beyond chatbots into real-world robotic applications.

[Hardik Shah @AIStockSavvy]

$VRT | UBS 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗩𝗲𝗿𝘁𝗶𝘃, maintains PT at $𝟯𝟳𝟬

Analyst sees near-term pressure from 2Q timing shifts but expects a significant 2H recovery and higher estimates as full-year guidance was raised.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Scale AI hires former $GOOGL Google Cloud COO Francis deSouza as CEO - Axios

[Hardik Shah @AIStockSavvy]

$MSFT | Cantor Fitzgerald 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁, 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟱𝟮𝟮 from $𝟱𝟬𝟮

Analyst sees F4Q26 results and F1Q27 outlook as further validation of the AI-led secular growth story for Microsoft, with accelerating AI-driven KPIs.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: TSMC Develops AI Chip Packaging Tech to Counter Intel - Information - $TSM $INTC

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Oracle Expands Google Cloud Partnership, Integrates Gemini AI Into Enterprise Applications - $ORCL $GOOGL

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗢𝗿𝗮𝗰𝗹𝗲 and 𝗚𝗼𝗼𝗴𝗹𝗲 𝗖𝗹𝗼𝘂𝗱 expand their strategic AI partnership.

➤ 𝗚𝗲𝗺𝗶𝗻𝗶 AI models will be integrated into 𝗢𝗿𝗮𝗰𝗹𝗲 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁 𝗦𝘁𝘂𝗱𝗶𝗼.

➤ Oracle will embed 𝗚𝗲𝗺𝗶𝗻𝗶 models across 𝗙𝘂𝘀𝗶𝗼𝗻 𝗖𝗹𝗼𝘂𝗱 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 and 𝗡𝗲𝘁𝗦𝘂𝗶𝘁𝗲.

➤ Integration includes 𝗚𝗲𝗺𝗶𝗻𝗶 𝟯.𝟭 𝗙𝗹𝗮𝘀𝗵 𝗟𝗶𝘁𝗲 and 𝗚𝗲𝗺𝗶𝗻𝗶 𝟯.𝟱 𝗙𝗹𝗮𝘀𝗵.

➤ Customers will continue to access AI models from 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿𝘀.

➤ Gemini integration supports 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀, automation, and enterprise workflows.

➤ Partnership builds on existing 𝗢𝗖𝗜 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜 integration with Gemini.

➤ Oracle continues expanding 𝗺𝘂𝗹𝘁𝗶-𝗺𝗼𝗱𝗲𝗹 AI capabilities for enterprise customers.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens 𝗢𝗿𝗮𝗰𝗹𝗲'𝘀 AI software portfolio for enterprise customers.

➤ Expands 𝗚𝗼𝗼𝗴𝗹𝗲 𝗚𝗲𝗺𝗶𝗻𝗶's reach into enterprise business applications.

➤ Increases competition with enterprise AI offerings from 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 and 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲.

➤ Supports broader enterprise adoption of 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 and workflow automation.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗖𝗵𝗿𝗶𝘀 𝗟𝗲𝗼𝗻𝗲, Executive Vice President of Applications Development at Oracle:

"To achieve the best business outcomes, organizations need the flexibility to choose the AI model best suited to each problem. By bringing Gemini to Oracle AI Agent Studio for Fusion Applications, we are giving customers and partners greater choice as they build and extend agents and agentic applications."

𝗘𝘃𝗮𝗻 𝗚𝗼𝗹𝗱𝗯𝗲𝗿𝗴, Founder and Executive Vice President of Oracle NetSuite:

"working with leading large language models, like Google's Gemini, to help customers improve visibility, automate work, and move from insight to action within NetSuite."

[Hardik Shah @AIStockSavvy]

$AMD | Susquehanna maintains 𝗣𝗼𝘀𝗶𝘁𝗶𝘃𝗲 on AMD, raises PT to $𝟱𝟬𝟬 from $𝟰𝟱𝟬

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $MSFT Microsoft Plans to Maintain Multimodel Strategy, Allowing Customers to Use Models From OpenAI or Anthropic When Better Suited to Needs - Nikkei