Good MorningU.S. stocks weakened into the final hour, with the Nasdaq falling sharply as chip stocks led the sell-off and the Dow also retreated. Micron dropped after Samsung’s results triggered pressure across memory names, while ASML and Lam Research also drew attention amid a broader semiconductor pullback.
Company-specific moves were active. Rivian slid after announcing a 75 million-share public offering that could raise about $1.5 billion. Adobe remained under pressure after Bank of America reinstated coverage at Underperform, citing AI-related competitive risks, while Oracle drew a more optimistic view tied to potential AI cloud revenue upside. Amazon’s $25 billion bond sale also highlighted questions around the pace and cost of AI infrastructure spending.
Deal and sector news added to the day’s crosscurrents. Vertex agreed to buy Crinetics for $10 billion to expand in rare endocrine disease, while energy stocks traded higher and Bitcoin reclaimed $64,000 after a brief dip. SpaceX, newly added to the Nasdaq 100, fell despite expected passive fund demand, underscoring that enthusiasm around high-profile growth names remains vulnerable in a risk-off tape. Featured: You Won’t Get a Warning Before This Correction Hits (Ad) 
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Technology | |
When an ecosystem controls its own processing architecture, it dictates its financial destiny. The industry-wide pivot toward custom silicon has transformed semiconductor manufacturing from a cyclical necessity into the ultimate defensive macroeconomic moat. Securing bandwidth for proprietary desig... Read the Full Story |
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From Our Partners | | Google contracted over 12 GW of energy last year and just announced a 15 billion dollar AI infrastructure investment in Finland. Cerebras followed with plans for a 165 MW data center worth up to 1.7 billion euros.
One small Nasdaq-listed company built its Nordic footprint before this wave hit, with up to 190 MW of capacity approaching ready-for-service status in 2027 to early 2028. Recent long-term data center deals have valued capacity at 1.7 to 2 million dollars per MW annually.
See why this overlooked company could be next in the AI infrastructure spotlight. | | See why this overlooked company could be next in the spotlight |
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Technology | |
SK Hynix's Nasdaq listing can not only reset the AI memory trade but also accelerate it. The company is weaponizing Wall Street to ensure it retains its leadership position in the hottest market since the AI boom started booming.
With control of approximately 60% of the high-bandwidth memory (HBM) ... Read the Full Story |
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Technology | |
Global equity markets woke up to another severe shock on July 7, 2026. The South Korean KOSPI index dropped approximately 8%, triggering market-wide trading halts for the second time in the past few months. By mid-morning in New York, the contagion had crossed the Pacific.
Major U.S. semiconductor ... Read the Full Story |
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From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years. | | Get the seven high-yield dividend stocks free now |
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Technology | |
Palantir Technologies (NASDAQ: PLTR) is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g., Anthropic, OpenAI), Palantir had been pulling its punches.
That changed in a recent interview that Palantir co-founder and CEO Alex Karp gave... Read the Full Story |
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Healthcare | |
Shares of Abivax (NASDAQ: ABVX) were up more than 40% in the month ending July 6, after the company announced positive results from its late-stage (Phase 3) trial of its lead candidate, Obefazimod, which is being designed as a long-term maintenance treatment for ulcerative colitis (UC). The rally ... Read the Full Story |
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From Our Partners | | Amazing backtest. Beautiful sales pitch. Then real money goes in and things look very different. Sound familiar?
Former Wells Fargo Senior Financial Advisor Brian Jackson is hosting a free Investor Briefing on what he looks for before trusting an automated strategy with capital, including how Vincere's futures algorithms approach risk.
See how it actually works before deciding for yourself. | | Reserve your free seat to see behind the curtain now |
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Consumer Discretionary | |
Insiders are selling three key names involved in very different parts of the artificial intelligence (AI) value chain. This includes one of the world’s largest AI model developers, the newest AI chip developer to go public, and the market’s largest neocloud. However, insider sales can often send me... Read the Full Story |
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Technology | |
The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as p... Read the Full Story |
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Markets | |
Barbecue season is easy to romanticize. Smoke in the air, a cooler on the patio, friends enjoying each other’s company. But behind the backyard ritual is a very real consumer economy.
The spending footprint of a typical American summer involves a surprisingly long list of grilling categorie... Read the Full Story |
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Consumer Discretionary | |
Hyperscalers are quietly ending their dependence on legacy graphics processing unit (GPU) makers by aggressively migrating to building their own chips. For years, the major cloud providers operated essentially as toll collectors. They bought commercial GPUs off the shelf at a premium and rented out... Read the Full Story |
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Industrials | |
When investors think about the AI trade, they often think of specialized chips, memory, critical software, or neoucloud companies. But it is increasingly becoming an electricity and power story. The enormous gigawatt-scale data centers that the hyperscalers are counting on cannot run on GPUs alone.... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates under the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO. | | View Today's Stock Pick |
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