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Palantir (PLTR) jumped 8.7% after announcing a strategic partnership with NVIDIA to deploy sovereign AI for US federal agencies. The deal, which targets sensitive government environments, is seen as a potential catalyst after PLTR dropped ~25% in June.
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Meta is reportedly building a cloud business to sell excess AI compute capacity and model access, directly challenging AWS, Azure, and Google Cloud. Shares spiked nearly 10% in Wednesday trading as the plan eases investor fears over the company’s massive AI capex.
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Tesla jumped 8.46% on Monday, leading the Magnificent 7, as the company pushed FSD V14 Lite to Hardware 3 vehicles and expanded its Robotaxi service beyond Austin. Investors are zeroing in on Tesla's pivot from automaker to mobility-as-a-service platform.
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Alphabet officially joined the Dow Jones Industrial Average on June 29, replacing Verizon. GOOGL jumped ~4.79% to $350.24 on its first day as a Dow component, while VZ shed 5.24%.
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Rocket Lab announced a $8 billion cash-and-stock deal to acquire Iridium Communications on Monday, offering shareholders ~$54 per share at a 24.1% premium. IRDM jumped 25.44% on the day; RKLB rose ~15.9%.
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Tesla surged 8.46% and Alphabet jumped 4.79% on its Dow Jones debut as five of the Magnificent Seven closed higher Monday. The Nasdaq 100 gained roughly 2.25%, ending a five-session losing streak that had wiped out ~4.6% the prior week.
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OpenAI is reportedly weighing a 2027 IPO to chase a ~$1 trillion valuation, having quietly filed its S-1 on June 8. The news hammered SoftBank shares in Tokyo by nearly 13% and dragged AI stocks broadly lower.
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Just four days after its Nasdaq debut, SpaceX signed a definitive agreement to acquire Cursor parent Anysphere in an all-stock deal valued at roughly $60 billion. Shares jumped another ~10% on the news.
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The U.S. semiconductor sector lost roughly $1.4 trillion in market cap on June 6 alone — SOXX dropped ~10% for its worst day in six years, NVDA shed ~6%, and AMD fell 10.86%. A Monday bounce quickly fizzled, leaving markets debating whether this was a technical pullback or a broader…
Hash Stock Card
Stable user base, but monetization still lags Meta and TikTok. My AI, Spotlight, and AR are valuation options — the key is whether ARPU conversion can close the gap.
Hash Stock Card
Tesla's core auto business is stuck in a low-growth, margin-squeeze cycle. The valuation thesis has fully pivoted to FSD, Optimus, and Robotaxi — and the stock lives or dies by how fast those bets pay off.
Hash Stock Card
Meta's ad business is a structural AI beneficiary via recommendation-driven monetization. Llama's open-source ecosystem builds a second moat — but Reality Labs' cash burn remains the ceiling on valuation.