$TSLA 30 trillion 2030 @elonmusk

🚨 Microsoft Cuts 4,800 Jobs — HR Chief Says AI Is Not the Cause **Key Points:** - $MSFT is eliminating ~4,800 roles, roughly 2.1% of its global workforce - Cuts concentrated in sales and Xbox gaming divisions - HR Chief Amy Coleman stated directly: *"The roles eliminated today are not being replaced by AI"* - A voluntary buyout program saw ~3,000 of 9,000 eligible long-tenured employees exit earlier this year, reducing the scale of this round vs. 15,000 cut last year Microsoft's workforce reshaping continues, but leadership is pushing back hard on the AI displacement narrative. #MSFT #Microsoft #Layoffs #TechJobs

$IREN Freedom Broker Upgrades to Buy – PT $58 **Key Points:** - Freedom Broker upgrades **Buy** rating on IREN - Price target unchanged at **$58** Analyst sees significant valuation upside after share price decline, citing a backend-weighted ramp as the thesis remains intact. #IREN #IrenLimited #FreedomBroker #Bitcoin #HPC

$SOLS Solstice to Acquire Element Solutions in $14.5B Cash-Stock Deal (Including Debt)Key Points:Solstice ($SOLS) agreed to acquire Element Solutions ($ESI) Total transaction value: $14.5 billion (cash stock, including debt) $ESI shareholders to receive $10 cash 0.5 $SOLS shares per share Represents approximately 15% premium $ESI holders expected to own ~44% of the combined company Deal expected to close in H1 2027 The transaction creates a major player in advanced materials and specialty chemicals.#SOLS #ESI #M&A #AdvancedMaterials #Chemicals

$LMT Lockheed Martin Agrees to Acquire Ultra Maritime for $3.45 BillionKey Points:Lockheed Martin to buy Ultra Maritime from private equity firm Advent Total deal value: $3.45 billion Ultra Maritime is a leading provider of underwater warfare and maritime systems Transaction expected to strengthen Lockheed’s naval and underwater defense capabilities The acquisition enhances Lockheed Martin’s position in the growing maritime defense and anti-submarine warfare market.#LMT #LockheedMartin #UltraMaritime #Defense #M&A

$QUBT Lake Street Reiterates Buy – PT $16 **Key Points:** - Lake Street reaffirms **Buy** rating on Quantum Computing Inc. - Price target unchanged at **$16** Analyst views the NHanced acquisition as strategically meaningful, accelerating QCi's shift from research to scalable commercial production. #QUBT #QuantumComputing #LakeStreet #QuantumTech #SmallCap

🚨 Strategy Sells 3,588 BTC to Cover Preferred Dividends **Key Points:** - Strategy (formerly MicroStrategy) sold 3,588 Bitcoin to fund preferred stock dividend obligations - Sale marks a rare liquidation event for a firm known for its aggressive BTC accumulation strategy - Highlights the financial cost of leveraging preferred equity to fund crypto holdings A reminder that Strategy's Bitcoin-backed financial model carries real liquidity demands when debt and dividends come due. #Bitcoin #Strategy #MSTR #BTC #CryptoNews

$MU $F Micron & Ford Sign Long-Term Memory Supply Deal **Key Points:** - Ford and Micron ink a strategic agreement to supply memory and storage for Ford's next-gen vehicles - Micron expanding capacity including advanced DRAM production at its Manassas, Virginia fab - One of 16 strategic customer deals Micron highlighted on its fiscal Q3 earnings call Ford CEO Jim Farley emphasized the need for a "resilient supply chain" as high-volume U.S. vehicle production scales up. #MU #F #Micron #Ford #AutoTech #SupplyChain

$XYZ Baird Maintains Outperform – PT $100 **Key Points:** - Baird reaffirms **Outperform** rating on Block - Price target raised to **$100** - Designates Block a **"Bullish Fresh Pick"** Baird sees a likely Q2 beat/raise, macro tailwinds, and margin upside from cost-saving measures as key catalysts. #XYZ #Block #Baird #BullishPick #Fintech

$ASML Bernstein Reaffirms Buy – PT $2623 **Key Points:** - Bernstein reaffirms **Buy** rating on ASML Holding - Price target raised to **$2623** from $1971 Bernstein remains bullish on ASML with a notably higher price target, reflecting increased confidence in the chipmaking equipment giant's outlook. #ASML #ASMLHolding #Bernstein #Semiconductors #EUV

$KLAR Klarna Applies for FDIC-Insured U.S. Banking Charter **Key Points:** - Filed applications with the Utah Dept. of Financial Institutions and the FDIC to establish **Klarna Bank USA**, a Utah-chartered industrial bank - If approved, the subsidiary would bring payments, savings, credit, and merchant services fully in-house, reducing reliance on partner banks - Klarna serves **30M U.S. customers** annually and has extended $91.3B in credit since 2019; Gary Harding named President & CEO of the new entity A full U.S. banking license would be a major expansion of Klarna's footprint ahead of its NYSE debut. #KLAR #Klarna #Fintech #BankingCharter

$AVGO $AAPL Broadcom & Apple Expand Multi-Year ASIC Partnership Through 2031 **Key Points:** - Broadcom to develop & supply custom ASIC silicon across multiple Apple product generations - Deal extends their long-standing technology collaboration via new multi-year agreements - Partnership runs through 2031, covering a range of custom chip products A major long-term supply commitment cementing Broadcom as a key silicon partner in Apple's custom chip roadmap. #AVGO #AAPL #Broadcom #Apple #CustomASIC #Semiconductors

$AMAT Morgan Stanley Raises PT on Applied Materials to $647 from $502, Maintains EqualweightKey Points:Morgan Stanley increased its price target on Applied Materials by $145 New Price Target: $647 (from $502) Rating remains Equalweight The upward revision reflects continued confidence in Applied Materials’ long-term positioning in the semiconductor equipment market, particularly in AI-driven wafer fab demand, despite the neutral rating stance.#AMAT #AppliedMaterials #MorganStanley #SemiconductorEquipment

$QCOM Benchmark Reiterates Buy – PT $300 **Key Points:** - Benchmark reiterates **Buy** rating on Qualcomm - Price target unchanged at **$300** FY27 data-center targets seen as well-anchored by current orders and engagements following investor meeting. #QCOM #Qualcomm #Benchmark #DataCenter #AI

$MSTR Strategy BTC Holdings Drop by 3,588 BTC **Key Points:** - Strategy's Bitcoin holdings decline by 3,588 BTC per company website - Marks a reduction in the firm's total BTC treasury position - No official explanation provided for the decrease Watch for further disclosure on whether this reflects a sale, transfer, or data update. #MSTR #Strategy #Bitcoin #BTC

$SNDK Goldman Sachs Raises PT on Sandisk to $2,200 from $1,200, Maintains NeutralKey Points:Goldman Sachs significantly increased its price target on Sandisk by $1,000 New Price Target: $2,200 Rating remains Neutral Major upward revision reflects growing optimism on Sandisk’s NAND flash, AI storage demand, and long-term growth prospects The substantial PT hike signals strong confidence in Sandisk’s positioning in the memory and AI infrastructure market despite the unchanged Neutral rating.#SNDK #Sandisk #GoldmanSachs #NAND #AIStorage #Semiconductors

🚨 SK Hynix Launches Oversubscribed U.S. ADR Offering **Key Points:** - SK Hynix plans to offer 17.79 million common shares in its U.S. IPO - The ADR listing is already well oversubscribed ahead of close - Order books shut July 8 at 4PM New York time Strong investor demand signals confidence in the memory chipmaker as it deepens its U.S. capital markets presence. #SKHynix #ADR #IPO #Semiconductors

$META Cantor Fitzgerald Maintains Buy on Meta Platforms, PT $750Key Points:Cantor Fitzgerald reaffirms Buy rating on Meta Platforms Price target unchanged at $750 Continued strong conviction in Meta’s AI investments, advertising momentum, and long-term growth outlook The analyst maintains a bullish stance on Meta’s core business strength and AI infrastructure initiatives.#META #MetaPlatforms #CantorFitzgerald #AI #Advertising

$AMD Goldman Sachs Maintains Buy – PT $640 **Key Points:** - Goldman Sachs reaffirms **Buy** rating on Advanced Micro Devices - Price target raised to **$640** (from $450) Goldman sees stronger upside ahead for AMD, lifting its target by $190. #AMD #AdvancedMicroDevices #GoldmanSachs #Semiconductors #AI

$KGS Stifel on KGS: Strong Distributed Power Growth with 384 MW Acquisition and 2 GW Target by 2031Key Points:KGS acquired 384 MW of generation (mix of Caterpillar reciprocating engines and turbines) for $675 million from Distributed Power Solutions in February 2026 Plans 61 MW expansion in 2026 via reciprocating engines Long-term target: 2 GW cumulative distributed power capacity by 2031 Expected annual deployment: 300–500 MW per year Analyst Selman Akyol highlights KGS’s aggressive expansion in distributed power generation.#KGS #DistributedPower #Energy #PowerGeneration #Stifel

$ONDS Ondas to Acquire DZYNE Technologies in ~$875.8M Deal **Key Points:** - Cash-and-stock deal: $200M cash ~$675M in Ondas stock; 50% of stock subject to 6-month lock-up - DZYNE projects 2026 revenue of $191M and 2027 revenue of $300M - Combined with Omnisys acquisition, Ondas raises 2026 revenue target to $525M (up from $390M) Ondas transforms into a full-service autonomous defense tech platform with expanded exposure to drone and counter-drone markets. #ONDS #Ondas #DZYNE #DefenseTech #Drones