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Посты канала
NASA awarded new Moon Base lander contracts to $FLY and $LUNR.
The goal is to build lunar South Pole infrastructure before crewed Artemis landings.
| 2 | NOMURA SAYS TESLA IS BETTING BIG ON ITS HUMANOID ROBOT OPTIMUS
According to a recent research report from Nomura, Tesla has raised the annualized production capacity target for its Optimus Gen 3 at the Fremont plant to roughly 70,000 units, making use of factory space repurposed from older vehicle assembly lines.
Looking ahead, Tesla plans to add another 70,000 units of capacity at its Austin facility by 2028. These near-term expansions are laying the groundwork for a highly ambitious, long-term capacity target of 1.5 million units.
Based on supply chain orders, Optimus shipments for 2026 are projected to hit around 25,000 units. Analysts have factored in a margin of error of about 10,000 units as these complex new assembly lines get up to speed. | 135 |
| 3 | India and Japan agree to settle bilateral trades in each others local currency bypassing dollar | 130 |
| 4 | Anthropic owned Claude just posted this:
“Introducing Claude Science, a new app designed with every stage of research in mind.” | 134 |
| 5 |  $AMBA up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras.
Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible. | 146 |
| 6 | Tesla has now delivered over 15,000 vehicles in Malaysia, Tesla Malaysia announced today (Source: Tesla Malaysia on X, June 30, 2026).
That is less than 3 years after Tesla officially launched in Malaysia on July 20, 2023.
Tesla reached its 10,000th Malaysia delivery in September 2025. The next 5,000 deliveries took just 9 months. | 150 |
| 7 | OpenAI engineers recently found inference optimizations that cut the cost of running existing models by more than half. Applied to logged-out ChatGPT traffic, the system reportedly needed only a few hundred
$NVDA
GPUs at one point. | 142 |
| 8 | OpenAI engineers recently found inference optimizations that cut the cost of running existing models by more than half. Applied to logged-out ChatGPT traffic, the system reportedly needed only a few hundred
$NVDA
GPUs at one point. | 1 |
| 9 | VW is considering selling and manufacturing Chinese models in Europe - Handelsblatt | 144 |
| 10 | The US Supreme Court has rejected President Trump’s Executive Order which aimed to end "Birthright citizenship."
In a 6-3 decision, the Supreme Court struck down the Executive Order which limited birthright citizenship for children whose parents are not US citizens or permanent legal residents. | 144 |
| 11 | Spokesperson of the Qatari Ministry of Foreign Affairs: A communication channel has been established to release Iran's funds - Iran's SNN TV | 149 |
| 12 |  NEW MEMORY ETF JUST LAUNCHED
My partners over at Tema ETFs just launched a new Memory ETF today trading under the ticker $DISK
The ETF invests in memory names like
SK Hynix
Micron
Samsung
Kioxia
Seagate
Western Digital
Innodisk
Mxic
Disclosure: Tema ETF is a partner of StockMKTNewz, the purpose of this is to inform and is not investment advice | 155 |
| 13 | $NVDA is expanding its China robotics team by hiring for 12+ roles across embodied intelligence, simulation and robotics implementation.
The push supports Nvidia’s GR00T, Cosmos and GPU robotics platforms reinforcing physical AI as one of its next major growth layers. | 130 |
| 14 | Tesla Korea was selected for South Korea's 2026 EV subsidy program, while Chinese rival BYD was excluded
The selection means Tesla vehicles sold in South Korea will continue to qualify for both national and local EV purchase subsidies.
National subsidies pay up to 6.8 million won, about $4,700 per vehicle. Local subsidies on top can add more.
$TSLA | 127 |
| 15 | $AMZN plans to open a fully robotic logistics center in Poland in October 2026.
The facility is expected to create more than 1,000 jobs in its first year expanding Amazon’s automation footprint in Europe. | 125 |
| 16 | 🔹 $TSLA (Tesla) led pre-market trading with approximately 1.45 million shares changing hands as investors repositioned following the stock's 8.5% rally in the previous session.
🔹 $CNXC (Concentrix) recorded heavy pre-market volume of around 890,000 shares after the company lowered its annual revenue and profit guidance, sending the stock sharply lower.
🔹 $NVDA (NVIDIA) traded approximately 720,000 shares in early action as the semiconductor giant stabilized alongside a broader recovery in the chip sector.
🔹 $AVAV (AeroVironment) attracted strong investor interest with nearly 540,000 shares traded after reporting better-than-expected quarterly revenue, fueling continued momentum.
🔹 $RKLB (Rocket Lab) logged around 410,000 shares in pre-market trading as investors reacted to its announced $8 billion acquisition of Iridium Communications.
🔹 $AAPL (Apple) recorded approximately 380,000 shares in early trading, moving within a narrow range ahead of key U.S. economic data releases and quarter-end portfolio rebalancing. | 133 |
| 17 | Alphabet $GOOGL $GOOG price target raised to $415 from $375 at Morgan Stanley
Morgan Stanley raised the firm's price target on Alphabet to $415 from $375 and keeps an Overweight rating on the shares. | 126 |
| 18 | $AMZN - AMAZON INVESTS IN ONE OF THE WORLD’S LARGEST CARBON REMOVAL PROJECTS, CREATING 11,000 JOBS AND RESTORING NATURE
AMAZON: TO BUY 1.95 MLN TONNES OF HIGH-QUALITY NATURE-BASED CARBON REMOVAL CREDITS GENERATED BY PROJECT | 132 |
| 19 | The Trump administration is reportedly drafting a ban on foreign-made energy inverters over concerns China could use grid-connected equipment to disrupt U.S. power supplies.
The proposed FCC rule would target new foreign inverter models used in solar and battery projects lifting U.S. exposed solar names premarket:
• $ENPH +20%
• $SEDG +15%
• $RUN +10%
• $SHLS +6%
• $NXT +6%
• $FSLR +5%
• $TE +2% | 144 |
| 20 | Iran's Baghaei: Communication channel between Iran and the US is not military but political | 150 |
