$AMZN Trainium3 ramp is picking up, Q3 custom chip shipments expected 20-30% higher. That's a big vote of confidence in their AI push, with rack-scale production kicking off in July.
Hyperscaler capex still driving demand for $NVDA/$AVGO/$GOGO supply chain.
Bottom line: $AMZN
$ORCL backlog jumped over 300% year-over-year. Gained about $100B since last quarter.
Stock's dropping after hours—probably 'cause they're raising around $40B through debt and equity.
Raised their CapEx forecast from $65B to $90B for the year.
$NVDA's also down AH, gue
Precious metals are still struggling, and platinum got hit even harder since it's less liquid. It just dropped to its lowest since December after losing 61.8% of the big rally from April 2025 to January 2026. Now that it's hit this key Fibonacci level, everyone's watching to see
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Insider buying is happening again at $HIMS and $HOOD after a long break.
- David B. Wells, Lead Independent Director at $HIMS and ex-CFO of $NFLX, bought 48,400 shares worth roughly $1.17M at around $24.23 each.
- Meyer Malka, a $HOOD board member, picked up $35M in shares a