StockSnipa

UBS has raised their price target on $META to $884 from $715 while maintaining a buy rating🎯 They believe that Meta will have two very powerful streams of revenue in the near future. They believe that their business agent rollout is weighing the groundwork for a stronger

Shield AI & Honeywell Aerospace $HONA completed a 2 aircraft AI mission, following 3 months of development & testing. The companies plan to expand Hivemind integration into larger uncrewed aircraft & commercial aviation following their July 2026 agreement.

Pivotal research has raised their price target on $META to $930 from $790 They have highlighted their AI investment returns & Muse, Meta muse is showing some of the strongest adoption seen since ChatGPT, Pivotal has highlighted the metric 2.8M downloads in only 10 days

Here’s how much revenue per employee every mag 7 company generates & SpaceX Nvidia $NVDA: $6.1M SpaceX $SPCX: $4.4M Meta $META: $3.3M Apple $AAPL: $2.9M Google $GOOGL: $2.5M Microsoft $MSFT: $1.62M Tesla $TSLA: $792K Amazon $AMZN: $528K

$CIFR COO JUST GOT A PAY DAY 🔋 Cipher Digital COO Patrick Arthur Kelly reported acquiring over 140K shares through RSUs and PSUs

Marvell Technology $MRVL says connecting AI clusters requires 15x more bandwidth than traditional data centers. That bandwidth requirement is accelerating the adoption of 1.6T & 3.2T coherent optical connectivity.

TD Cowen has upgraded Marvell $MRVL from hold to buy They have raised their price target from $245 to $350 They believe their risk profile regarding custom XPU programs has been significantly reduced.

Northrop $NOC just introduced FORTITUDE, a grain of rice sized GaN chip. Northrop says the chip delivers 3x more power & 20x better signal quality while processing vast portions of the electromagnetic spectrum.

Even with a massive $5.8T market cap, Nvidia $NVDA could buy back 20% of the shares by 2030 Buybacks remain small through 2025, then accelerate sharply by $900B from 2027 to 2030

Micron $MU is more profitable than Amazon, Meta, AMD, & Tesla combined🧠 Micron $MU: $51B Amazon $AMZN: $25B Meta $META: $19B AMD $AMD $3.6B Tesla $TSLA $0.78B

How AI agents will handle the first real market pullback

Shield AI, AI piloted VTOL fighter Flight testing is planned to begin in 2026, followed by production in 2029🤖 Shield targets 1,000 nautical miles of combat radius, internal weapons up to the 2,000lb class & 80 kW of electrical power for EW, radar & ISR systems.

Rocket Lab $RKLB satellite launches are growing faster than their manufacturing market value Satellite deployments have increased 162% Manufacturing market has increased 52%

Rocket Lab $RKLB satellite launches are growing faster than their manufacturing market value Satellite deployments have increased 162% Manufacturing market has increased 52%

$HIMS quarterly cash pay GLP-1 growth is stronger than overall obesity prescription growth💊 This includes Wegovy, Zepbound, and Foundayo

Here’s how the magnificent 7 closed today🔴🟢🔴🔴🔴🟢🔴 Nvidia $NVDA -0.72%🔴 Amazon $AMZN +0.21%🟢 Apple $AAPL -2.66%🔴 Microsoft $MSFT -0.05%🔴 Tesla $TSLA -1.29%🔴 Meta $META +3.24%🟢 Google $GOOGL -0.53%🔴

SpaceX $SPCX Starship Rocket has reached orbit for the first time🚀 This is the undoubtably the most relevant starship test, Starship just proved it can: - Reach Orbit despite a raptor engine shutting down - First Orbital Insertion (burned one engine to make up for lost

Here’s this weeks earnings schedule📆 All eyes on $MU $NKE

UBS has initiated coverage on $CIFR with a $23 price target & a buy rating Their main reasoning behind opening coverage is due to their remaining compute. They will have a 4.6GW pipeline after 2.5GW expansion, the market might not be pricing this correctly