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MSFTStock
Microsoft cuts 4,800 jobs, restructures Xbox amid AI cost shift
- Microsoft announced layoffs of ~4,800 employees (2%+ of workforce), with Xbox cutting 3,200 jobs and divesting four game studios.
- Company is shifting from OpenAI/Anthropic models to its own in-house AI to cut costs, even as AI annual run rate surged 123% YoY to $37B.
- MSFT stock is down over 20% YoY, trading near 52-week lows, with multiple class action lawsuits filed alleging securities law violations.
METAStock
Meta faces $1.4 trillion penalty demand in teen mental health case
- Four states (California, Colorado, Kentucky, New Jersey) are seeking ~$1.4 trillion in penalties from Meta ahead of an August 18 trial in Oakland federal court.
- Meta disclosed the figure in a July 6 court filing, noting the sum is nearly equal to the company's entire market cap.
- Stock rose 2.55% on Tuesday to $615.58, with markets showing no reaction to the legal disclosure.
TSLAStock
Tesla Stock Falls 4% Amid SpaceX Merger Speculation, Manslaughter Charges
- TSLA closed at $402.9, down 4.02% in the latest session.
- Analysts split on potential Tesla-SpaceX merger — JPMorgan flags regulatory hurdles, while others see 20% upside if deal goes through.
- Texas man charged with manslaughter after fatal crash involving Tesla Model 3 on self-driving mode.
AMDStock
AMD Stock Falls 7% as Chip Selloff Spreads
- AMD shares dropped 6.97% to $513.58, part of a broader chip sector selloff triggered by Samsung's earnings miss.
- Intel fell 10% and Applied Materials dropped 10% as Samsung's weak results raised concerns about global chip demand.
- Michael Burry also disclosed a short position in the iShares Semiconductor ETF, adding to bearish sentiment on chip stocks.
AMZNStock
Amazon Plans $25 Billion Bond Sale for AI Infrastructure
- Amazon is raising at least $25 billion through an eight-part US dollar bond offering, its latest jumbo debt sale this year.
- Proceeds will fund the company's $200 billion data center buildout and AI infrastructure expansion.
- AI-related bonds sold off on the news, while Amazon's stock remains near historically cheap valuations relative to cash flow.
UNHStock
UnitedHealth Up 25% in First Half, Best Among Mega-Cap Healthcare Stocks
- UnitedHealth stock fell last year amid challenges but has rebounded sharply in 2025.
- The company took steps to address problem areas, driving the turnaround.
- Stock is now the best-performing mega-cap healthcare name in the first half.
PLTRStock
Palantir Partners With Nvidia for U.S. Government AI Contracts
- Palantir secured a partnership with Nvidia to provide AI infrastructure for U.S. government clients, combining Palantir's software with Nvidia's compute stack.
- Analysts project government revenue could triple, with a bull case of $6–7B annual run rate from federal contracts within two years.
- PLTR also expanded its AI deal with Mexico's largest insurer and showed bullish reversal from major support levels.
NFLXStock
Netflix, Disney, YouTube in race for FIFA World Cup U.S. rights
- Netflix, Disney, and YouTube are competing with Fox for U.S. broadcast rights to the 2030 and 2034 FIFA World Cup tournaments.
- Media executives estimate each tournament package could cost between $1.5 billion and $2 billion.
- Netflix shares edged higher Tuesday despite a 'death cross' technical pattern, ahead of Q2 earnings on July 16.
DISStock
Disney, Netflix, YouTube in race for FIFA World Cup U.S. rights
- Netflix, Disney, and YouTube are challenging Fox for U.S. broadcast rights to the 2030 and 2034 FIFA World Cup tournaments.
- Media executives are budgeting $1.5B–$2B per tournament, signaling a major escalation in sports rights spending.
- Disney also reported its highest-earning international theme park crossed $500M in profit payout last year.
NVDAStock
DeepSeek Developing Own AI Chip to Reduce Reliance on Nvidia
- Chinese AI startup DeepSeek is building its own semiconductor for inference workloads, per Reuters, aiming to cut dependence on Nvidia and Huawei.
- The move adds to growing fears that major AI customers are looking to verticalize and reduce reliance on Nvidia's hardware.
- NVDA fell 1.9% to $191.82 on Tuesday as the chip sector sell-off deepened, with the KOSPI dropping 8% overnight.
ORCLStock
Oracle's Remaining Performance Obligations Hit $638 Billion
- Oracle reported $638 billion in remaining performance obligations (RPO) with 31% revenue CAGR guidance through 2030.
- AI-focused OCI Supercluster and Nvidia partnership position Oracle as a leading provider for inference workloads.
- Analysts rate ORCL a Strong Buy, citing undervalued revenue visibility and accelerating cloud infrastructure growth.
AAPLStock
Apple closes in on Nvidia as largest US company by market cap
- Apple shares have rallied nearly 15% in the past week, narrowing the valuation gap with Nvidia for the title of largest US company.
- Nvidia's valuation has compressed to levels not seen since 2013, while Apple continues to power higher on AI strategy optimism.
- Apple's App Store revenue growth slowed to ~3% in the June quarter per UBS, but investor focus remains on custom silicon and AI positioning.
MUStock
Micron Stock Falls as Memory Market Cycle Concerns Mount
- Micron shares fell Tuesday amid a broad chip rout, as investors worried the memory market may be near its peak despite strong AI demand.
- Samsung posted a 19-fold profit surge in Q2, but its stock sold off — a pattern that spooked MU holders who fear good news is already priced in.
- Analysts remain split: Bank of America sees AI spending reaching $1.5T, while traders on Schwab Network turned bearish on MU after its recent surge.
COINStock
Polymarket World Cup bets hit $3.9B, surpassing US presidential contract
- Polymarket's "World Cup Winner" market has seen $3.99B in trading volume as of July 6, 2026, exceeding the ~$4B from its 2024 US presidential contract.
- The July 19 final is still ahead, with Bernstein projecting further growth — signaling prediction markets are scaling beyond political events into major sports.
- Trump and Zuckerberg are reportedly looking to enter the space, highlighting growing mainstream and regulatory interest in prediction market platforms.
AVGOStock
Broadcom Shares Enter Bear Market, Down 25% From Highs
- AVGO shares are trading ~25% below all-time highs of $494, now at ~$374, entering bear market territory.
- Broadcom secured a decade-long custom silicon partnership with Apple, de-risking long-term revenue visibility.
- Analysts remain bullish on AI-driven enterprise spending, with BofA noting AI is becoming deeply embedded in workflows.
JPMStock
JPM Shares Rise Ahead of July 14 Q2 Earnings Report
- JPMorgan Chase reports Q2 earnings before the open on Tuesday, July 14, kicking off bank earnings season.
- Big banks are reportedly exploring a deal to acquire a payments processing network from Fiserv to bypass debit card fee caps.
- JPM shares are up nearly 1% Tuesday, with Wall Street analysts expecting earnings growth and maintaining bullish price targets.
BACStock
Big banks eye Fiserv deal to bypass debit card fee caps
- Major banks are reportedly exploring a deal to acquire a payments processing network from Fiserv to sidestep limits on debit-card interchange fees.
- The move would allow banks to route transactions through a network not subject to the Durbin Amendment fee caps, potentially unlocking billions in revenue.
- Fiserv shares rose on the news; Bank of America hit a record high as investors rotate into bank stocks ahead of earnings.
LLYStock
Eli Lilly Hits Record High After Rival's Weight-Loss Pill Disappoints
- Kailera Therapeutics reported lackluster trial results for its weight-loss pill, removing a competitive threat to Lilly's pipeline.
- Lilly shares hit a record high Tuesday as investors bet on its continued dominance in the GLP-1 weight-loss drug market.
- Separately, Jim Cramer called biotech "the hottest group" and predicted a wave of M&A deals under a favorable regulatory environment.
GOOGLStock
Google schedules Pixel launch event for August 12
- Google announced its Made by Google event will be held August 12 in New York City
- The event is expected to showcase the next Pixel lineup and potentially new hardware
- Stock saw no major move; analysts focused on Google's Q1 beat and AI positioning
INTCStock
Intel Falls 10% in Chip Selloff After Samsung Earnings
- Intel shares dropped 10% Tuesday to $110, part of a broad chip rout dragging the Nasdaq lower.
- Samsung posted a 19-fold profit increase but investors sold anyway, triggering a sector-wide selloff.
- Jim Cramer noted INTC's bull case remains intact but faces a vicious short-term rotation.
PFEStock
Pfizer flagged as cheap stock but dividend sustainability questioned
- 24/7 Wall Street named Pfizer a dirt cheap healthcare stock under $30, citing single-digit valuations and reaffirmed guidance.
- The Motley Fool flagged Pfizer's dividend as risky, noting cash flow didn't cover the payout last year despite 2026 earnings estimates doing so.
- Pfizer faces a looming patent cliff, adding pressure on future cash generation and dividend safety.
MRKStock
+1.89% ▲
Merck (MRK) Falls 2.15% to $126.78
- MRK closed at $126.78, down 2.15% from the prior session.
- The decline came despite a broader market rise, signaling stock-specific weakness.
- Zacks flagged the divergence as a key data point for traders to watch.
UBERStock
+2.57% ▲
Uber CEO Dara Khosrowshahi Steps Down from Grab Board
- Uber CEO Dara Khosrowshahi resigned from Grab Holdings' board of directors, effective immediately.
- Grab shares fell 1-3% on the news during Monday's trading session.
- Uber stock also slipped 2.7% to $72.42 in the same session, though the broader market rose.
JNJStock
+3.38% ▲
J&J MedTech Faces Q2 Test Against China Headwinds
- J&J's MedTech segment enters Q2 with expected strength in cardiovascular, surgery and vision.
- Ongoing China volume-based procurement (VBP) headwinds continue to pressure the segment.
- JNJ also maintains a strong dividend profile, appealing to income-focused investors.