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Trump: China’s President Xi is coming here this September. Maybe September 24th.

Dell stock, $DELL, surges after President Trump says Michael Dell's donation to Trump Accounts will be "repaid" and urges people to buy the stock.

Microsoft $MSFT is laying off 4,800 employees, representing 2% of its entire workforce. Chief People Officer Amy Coleman said AI is not replacing laid-off workers (CNBC) Other parts of business will need to make similar changes Engineering teams across the company are to also evolving their structure. $MSFT

Trump praises Dell for Trump Account donations. "Go out and buy a Dell" $DELL Trump: Want to thank Micron $MU

$MU and $F signed a long-term memory and storage supply agreement for Ford’s next-generation vehicles. The deal gives Ford more secure automotive memory supply while Micron expands advanced DRAM production in the U.S. including at its Virginia fab.

$HOOD - ROBINHOOD - LAUNCHES TRUMP ACCOUNTS ON JULY 6, 2026 - WEBSITE $HOOD +4%

$AVGO and $AAPL are extending their long-standing chip partnership through 2031. Broadcom will develop and supply custom ASIC silicon for multiple generations of Apple products under new multi-year agreements.

$ASML price target raised to $2,623 from $1,971 at Bernstein Bernstein analyst David Dai raised the firm's price target on ASML to $2,623 from $1,971 and keeps an Outperform rating on the shares.

SpaceX officially joins the Nasdaq-100 tomorrow. • To be added before markets open July 7. • J.P. Morgan estimates ~$4.3B in passive buying. • Already joined the Russell 1000. • Nasdaq-100 funds like QQQ will automatically own SpaceX, giving millions exposure.

US Stock Market – #Brokerage Radar ( July 6, 2026) Here’s a crisp breakdown of the latest rating and target price actions: 🔹 $GOOGL – Canaccord Genuity raises target to $390 ( from $330), Buy maintained. 🔹 $MU – Piper Sandler raises target to $400 ( from $275), Overweight. 🔹 $PANW – BTIG raises target to $380 ( from $333), Buy. 🔹 $ZION – J.P. Morgan raises target to $75 ( from $67), Overweight. 🔹 $HONA – Wells Fargo initiates coverage at Neutral. 🔹 $AEIS – Wells Fargo upgrades to Overweight from Neutral. 🔹 $DOW – RBC downgrades to Sector Perform from Outperform. 🔹 $COF – Jefferies raises target to $300 ( from $275). 🔹 $ARWR – Chardan Capital raises target to $80 ( from $60). 🔹 $HSY – Piper Sandler upgrades to Overweight from Neutral. Summary Line: July 6 brokerage radar shows bullish revisions across AI/tech ( $GOOGL, $MU, $PANW, $AEIS), selective upgrades in financials ( $ZION, $COF) and consumer staples ( $HSY), while $DOW faces a downgrade. Overall tone leans positive, with analysts highlighting earnings visibility and sector tailwinds.

Terawulf $WULF just announced a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, Kentucky The lease is expected to generate ~$19 billion of contracted revenue over the initial lease term.

$AAPL - APPLE'S FOLDABLE IPHONE MAY SELL OUT FAST Analyst Ming-Chi Kuo expects Apple's first foldable iPhone to see strong demand, with preorders potentially selling out quickly despite a $2,300–$2,500 price tag. Limited production could delay the launch until late 2026, with initial shipments of 7–8 million units expected in the second half of the year. $AAPL +5%

UAE crude production jumps above 3.8 million barrels per day in June, second-highest on record - Two sources familiar with the data

BREAKING: Michael Saylor's MicroStrategy $MSTR sold over $22,000,000 worth in Bitcoin, or ~3,500 Bitcoin, according to MicroStrategy's website. Their previous total was listed at 847,363. This was just updated moments ago. $MSTR

Ondas $ONDS has agreed to buy autonomous aircraft maker DZYNE Technologies in an $875.8 million cash-and stock-deal - Bloomberg

$TSLA - BAIRD STICKS WITH BULLISH TESLA VIEW Baird reaffirmed its Outperform rating and $522 price target on Tesla after stronger-than-expected Q2 deliveries. Vehicle deliveries rose about 25% year over year, while energy deployments jumped 41%, returning to annual growth. The broker said the results support its positive outlook ahead of Tesla's full Q2 earnings later this month.

$AMD - GOLDMAN SACHS RAISES AMD PRICE TARGET TO $640 FROM $450, REITERATES BUY

Micron gets upside 90-day catalyst watch at Citi $MU

$MU broke ground on a $9.3B AI memory expansion in Hiroshima backed by up to $3.1B in Japanese government support. The facility will produce next-generation HBM for AI chips starting around summer 2028 expanding Micron’s global AI memory footprint.

Leaked Anthropic docs reportedly point to a 1.4GW Australia capacity push worth ~$22B. $IREN is one of the few names with announced gigawatt-scale Australian ambitions, 800MW Bundey campus with its connection agreement already secured and a state government partnership.