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$MU options are pricing a big post-earnings move. That means this report is not just about beating numbers. The real questions are: HBM demand and 2027 visibility, whether DRAM and NAND pricing can stay this strong, and whether 80%+ gross margins are becoming structural.
Research finds that a flat interest-rate environment is actually the best backdrop for stocks of all stripes.
However, how sectors react to a hiking or cutting Fed will surprise you 👀
Second half of June has seasonally been the third-worst period of the year for the S&P 500.
The first half of July has been the best biweekly stretch for $SPX in both returns and positivity rate.
In 2021, the herd piled into SaaS names at 100x multiples and an abysmal ~0.5% FCF yield. Fast forward to 2026, the market has rotated capital into hardware and AI infrastructure, leaving high-quality software names entirely unloved and printing cash at a juicy ~7.5% FCF yield.
@NickTimiraos It highlights the core dilemma of monetary policy right now—trying to measure real-time productivity shifts caused by AI when traditional economic metrics are signaling inflation.
@jfsrev The intraday reversal strength in $DRAM and $WGMI makes total sense given the massive structural demand. Keeping a close eye on $JETS too—reversals there usually signal some sneaky macro rotations.
$GRRR This move has real legs. 👇
🔹 5-year, $2.5B AI compute contract
🔹 Fresh capital injected via 7.5% converts
🔹 Price holding above 50, 100, & 200-day MAs
By integrating with Palantir Foundry, $ZETA’s AI marketing tools will now be offered directly to Palantir’s existing enterprise clients. This gives Zeta an immediate, trusted sales pipeline into Fortune 500 Customers and Upgrade from "Marketing Tool" to "Core Business Engine"
Big news: Zeta Global and @PalantirTech announced a strategic partnership to build a unified data and AI infrastructure for the future of marketing.
By combining Palantir's AI infrastructure with Zeta's intelligent decisioning and trusted data, we're creating a new standard for data-driven, agentic marketing.
Palantir will support Zeta’s go-to-market efforts to bring this vision to eligible Palantir Foundry customers, helping enterprises connect operational intelligence, customer intelligence, and marketing execution on a unified foundation.
With Zeta's Data Cloud rearchitected on Palantir Foundry, Athena by Zeta™ will be able to draw on richer enterprise data and turn that intelligence into real-time decisions and measurable outcomes at enterprise scale.
As Athena becomes the operating system and infrastructure powering our customers' marketing technology stacks, this partnership creates a powerful foundation for the future of enterprise growth.
Read more: https://t.co/zCdGEKSS3T
$GM deserves a little more credit for being a stable business with strong management. If investors were to realize that, shares could rise. If they don’t, share repurchases may still support double-digit gains.
The U.S. Space Force called $RKLB asking for a launch.
Rocket Lab delivered in 16 hours and 42 minutes. 🤯 The fastest response time ever for a mission of this kind.