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Дописи каналу
Tesla FSD Cleared in Katy Crash; Deliveries and EU Sales Rise
$TSLA
-Tesla says FSD didn’t cause the Katy crash; CEO Musk and Autopilot head report full accelerator input and ~73 mph at impact. Regulators continue probing FSD and robotaxi plans.
-Analysts raised Q2 2026 Tesla (TSLA) delivery forecasts to about 400k–420k vehicles, noting stronger regional sales and autonomy/robotics efforts; some flag headwinds from Model S/X discontinuation.
-Tesla (TSLA) EU new passenger car registrations: 21,767 in May 2026 (+152% YoY), YTD through May 89,180 (+77% YoY). EU market share May 2.3% (YTD 1.9%). Shares closed down 6%.
| 2 | CEREBRAS $CBRS JUST ANNOUNCED A MULTI-YEAR DEAL WITH OPENAI VALUED AT OVER $20 BILLION
The agreement covers 750 megawatts of compute, per the company's SEC filing. | 74 |
| 3 | Qatar: US-Iran hotline crucial to reopen Strait of Hormuz - FT | 76 |
| 4 | Trump: directed DOJ to promptly investigate oil companies for not lowering pump prices
Trump: gasoline prices need to drop much faster than current levels | 77 |
| 5 | The U.S. is proposing a sharp increase in citizenship application fees, a move that could disproportionately impact Indian immigrants.
The proposal would raise the naturalization fee by about 75% and eliminate fee waivers for many applicants, significantly increasing the cost of becoming a U.S. citizen.
With Indians among the largest groups of green card holders pursuing U.S. citizenship, the higher fees could create an additional financial hurdle for thousands of eligible applicants. | 108 |
| 6 |  US President Trump says he has Iran "on the ropes, ready to go down for the fall" and the "US Senate decides to have a poorly timed and meaningless War Powers Act vote." | 128 |
| 7 | SAMSUNG JUMPS 10% AFTER REPORT ON 90T WON SHARE BUYBACK PLAN
*SAMSUNG MAY ANNOUNCE 90T WON SHARE BUYBACK FOR BONUSES: YONHAP | 147 |
| 8 | $ASTS and Rakuten plan to form a Japan joint venture in 2026 to deliver satellite broadband directly to smartphones.
The structure mirrors AST SpaceMobile’s broader carrier JV strategy and could eventually open the door for other Japanese MNOs to join the ecosystem. | 144 |
| 9 | $IBM new quantum foundry Anderon is expanding its New York facility to launch a 300mm quantum wafer fab.
IBM says scalable quantum manufacturing is becoming critical and the goal is a "TSMC for quantum" a neutral fab that makes wafers for competing quantum vendors.
$IBM +5% | 137 |
| 10 | Google $GOOGL to replace Verizon $VZ in the Dow Jones $DIA. | 133 |
| 11 | $CBRS Q1 EARNINGS
• Revenue $193M vs Est. $181M (+92% YoY)
• EBITDA $13M vs. Est. ($5M)
FY26 Outlook
• Revenue $860M vs Est. $830M (+69% YoY)
• Gross Margin 40% vs. Est. 44%
The company also announced a $20B+ OpenAI deal for 750MW of capacity and new $AMZN AWS partnership focused on fast inference. | 136 |
| 12 | President Trump just committed $17,500,000,000 to build 10 new nuclear reactors
Here are the stocks that benefit:
$CCJ: Cameco
*Owns nearly half of the private company building all 10 reactors, and sells the uranium to fuel them
$BAM: Brookfield
*Owns the other half of that same company
$BWXT: BWX Technologies
*Builds the actual reactor parts inside each plant
$CW: Curtiss-Wright
*Makes the pumps and valves that keep reactors running safely
$LEU: Centrus Energy
*The only U.S. company that enriches uranium domestically | 138 |
| 13 | Tesla has secured a massive Megapack order worth up to $5 billion from NatPower to supply more than 25 GWh of battery energy storage systems across Italy and the UK.
25 GWh is more than half of the installed annual production capacity at Tesla's Megapack factory in California. | 182 |
| 14 | $IBM new quantum foundry Anderon is expanding its New York facility to launch a 300mm quantum wafer fab.
IBM says scalable quantum manufacturing is becoming critical and the goal is a "TSMC for quantum" a neutral fab that makes wafers for competing quantum vendors. | 174 |
| 15 | SOUTH KOREA MARKET PLUNGES AS LAWMAKERS FLOAT TAX ON UNREALIZED STOCK GAINS
‘BLACK TUESDAY’ IN KOREA AFTER PROPOSAL TO TAX PAPER PROFITS
SOUTH KOREA CONSIDERS TAXING UNSOLD STOCK GAINS, SPARKING MARKET SELLOFF
Seoul Economic Daily: “Korean Lawmakers, Civic Groups Push to Tax Unrealized Gains” — reports that lawmakers from multiple parties and civic groups held a National Assembly forum on June 23 advocating discussion of taxing unrealized gains from real estate and stocks. The article notes the proposal is at the forum/discussion stage and not yet government policy. | 180 |
| 16 | ANTHROPIC and MICRON $MU TODAY ANNOUNCED A MAJOR STRATEGIC PARTNERSHIP
It covers four things at once: AI architecture design, a memory and storage supply agreement, enterprise Claude adoption across Micron, and a strategic investment in Anthropic's Series H. | 207 |
| 17 | $SPCX reportedly saw $89B of peak demand for its planned $20B debt offering making the deal more than 4x oversubscribed.
Thats a major vote of confidence from credit markets as SpaceX raises long-dated capital for the next phase of the space economy buildout. | 191 |
| 18 | Trump will host weapons makers in Oval Office meeting on Wednesday - Source familiar with the matter | 208 |
| 19 | $META is launching its first smart glasses under its own brand with the $299 Adventurer and Fury models, priced $80 below the latest Ray-Ban Meta Wayfarer.
Meta is also launching a $399 Kylie Jenner Starfire model with EssilorLuxottica manufacturing the new glasses. | 220 |
| 20 | The Trump administration is providing $17.5B in financing to support equipment orders for large nuclear reactors being built by Westinghouse Electric.
The funding adds another major tailwind for the U.S. nuclear buildout as AI-driven power demand continues to surge
$LEU
$IREN | 229 |
