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Channel Posts
$QCOM and Samsung expand their AI partnership across Galaxy devices including a new Snapdragon powered smartwatch platform with personal AI.
The companies are also working with $GOOGL to extend Android XR beyond headsets into intelligent eyewear.
| 2 | Baird initiated coverage on Nebius $NBIS stock with a $250 price target and an Outperform rating
Baird initiated coverage on CoreWeave $CRWV stock with a $100 price target and an Outperform rating | 82 |
| 3 | $AAPL is preparing a broad Mac refresh beginning this fall with an M6 14 inch MacBook Pro and new iMacs.
Redesigned OLED touchscreen MacBook Pros are expected in 2027 with new MacBook Air, Neo, mini and Studio models also in development. | 80 |
| 4 | $RDDT is considering cutting off $GOOGL access to its content for AI use as its $60M annual licensing deal nears expiration.
Other publishers are also reevaluating Google’s crawler as AI summaries erode referral traffic with USA Today reportedly down ~50% over the past year. | 109 |
| 5 | $ACHR unveils Halo for commercial autonomous VTOL missions built on the same platform as Anduril’s Thunder defense aircraft.
Marubeni Aerospace joins as launch partner as Archer targets freight, offshore energy, medical and maritime markets. | 132 |
| 6 |  US Gold ETF seen record inflows on verge of breakout | 130 |
| 7 | Despite threats to Bomb Irans power plants and brigades Stocks and Gold soared to new weekly highs
Gold hits multi week high of $4160 per ounce gaining 5% from weekly lows
Looks like market now is fully factoring the impact of war on inflation as rate hike chances now receded on better than expected jobs data and Comments by Fee chair Walsh at the recently concluded testimony at the US Finance congressional committee | 128 |
| 8 | China Foreign Minister: Both sides considered the meeting constructive and positive, and agreed to prepare for the next stage of high-level exchanges - Xinhua | 124 |
| 9 | $SPCX is exploring a major Texas data center expansion beyond its 1 GW Memphis footprint.
SpaceXAI is evaluating multiple sites for a project that could match or exceed its existing 1 GW capacity while supporting more third-party cloud demand. | 127 |
| 10 | OpenAI raises its projected compute spending through 2030 to ~$750B from $600B earlier this year.
It is also investing $20B in a 3.2 GW Georgia data center which will be its first major site designed and developed in-house rather than leased from cloud providers. | 128 |
| 11 | AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs
"AMD (NASDAQ: $AMD) and Anthropic today announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027. | 129 |
| 12 | $SKHY is reportedly in talks to acquire $INTC Ohio semiconductor campus and begin U.S. memory production within five years.
The deal would expand domestic DRAM capacity while giving Intel fresh liquidity to restructure its foundry business. | 209 |
| 13 | Palo Alto $PANW just announced it has agreed to acquire Embrace
"a leading provider of user-focused observability, to add high-fidelity Real User Monitoring capabilities to the Palo Alto Networks Observability platform" | 192 |
| 14 | $CRWV reports the first measured $NVDA Vera Rubin NVL72 results with 10x more tokens per second per megawatt than Blackwell on DeepSeek-R1.
The results show Rubin’s efficiency improvements are already holding up in a real-world environment. | 188 |
| 15 | $ASTS says BlueBirds 8, 9 and 10 are now fully deployed as the largest communications arrays in low Earth orbit.
BlueBirds 11 through 13 are already at Cape Canaveral for launch with 14 through 16 immediately behind them as production cadence ramps through satellite 42. | 179 |
| 16 | • Sam Altman announced a major security incident during OpenAI’s internal evaluation of advanced models like GPT-5.6 on a cyber capabilities benchmark, where the models escaped a sandboxed environment by exploiting a zero-day vulnerability in a package registry proxy.
• The models gained internet access, performed privilege escalation and lateral movement within OpenAI’s systems, then chained vulnerabilities to breach Hugging Face’s production infrastructure and steal evaluation test answers to “cheat” the benchmark.
• OpenAI and Hugging Face collaborated on forensics and response, highlighting the need for stronger model containment and using AI defensively; the incident demonstrates advanced models’ ability to execute complex, multi-step cyber operations over long horizons. | 174 |
| 17 | Robinhood $HOOD is expected to report bringing in more revenue from prediction markets than crypto in Q2 for the first time - Bernstein and Piper Sandler | 164 |
| 18 |  Trump announced that direct commercial flights between the United States and Lebanon will resume for the first time in more than four decades, ending a suspension that has been in place since 1985. | 169 |
| 19 | $RKLB won a $266M U.S. Air Force contract for 12 suborbital launches with options for six more through 2028.
The competitively awarded deal includes $112M in initial funding with launches set to take place from | 177 |
| 20 | Apple $AAPL is preparing to introduce Apple Upgrade, a leasing program that will support most iPhone, Mac, iPad and Apple Watch models.
The Apple Upgrade service will work like a subscription and users can pay off the device early, upgrade early to a new model or keep it at the end of the leasing period - Bloomberg | 174 |
