WS #10429
GOOGL down ~5-7% on J.P. Morgan pushback against in-house chip rumors that threatened AVGO; AMZN, ORCL, MSFT also red; worst day in 13 months for GOOGL. SpaceX signs computing power deal with Reflection AI worth up to $6.3B; immediate access to Nvidia GB300s; $150M/month starting July 1. Ransomware group publishes 200,000+ files from Tata Electronics; data includes purported Apple and Tesla trade secrets; Apple investigating exposure. Micron reports earnings June 24; massive bullish call option activity with $5.7M whale buying DRAM calls; stock up on Anthropic partnership announcement.
Cloud/tech selloff on GOOGL chip rumor reversal
GOOGL down ~5-7% on J.P. Morgan pushback against in-house chip rumors that threatened AVGO; AMZN, ORCL, MSFT also red; worst day in 13 months for GOOGL.
SpaceX signs computing power deal with Reflection AI worth up to $6.3B; immediate access to Nvidia GB300s; $150M/month starting July 1.
Ransomware group publishes 200,000+ files from Tata Electronics; data includes purported Apple and Tesla trade secrets; Apple investigating exposure.
Micron reports earnings June 24; massive bullish call option activity with $5.7M whale buying DRAM calls; stock up on Anthropic partnership announcement.