WS #10494
SpaceX lost $600B+ in three days after announcing bond sale for AI, dragging down Mag7 and triggering circuit breakers in South Korea. Micron scores deal with Anthropic; DRAM/NAND prices surge 63%/75% QoQ; Goldman sees shortage extending to 2028; Micron reports FQ3 on June 24.
Tech selloff deepens; SpaceX plunges
SpaceX lost $600B+ in three days after announcing bond sale for AI, dragging down Mag7 and triggering circuit breakers in South Korea.
Micron scores deal with Anthropic; DRAM/NAND prices surge 63%/75% QoQ; Goldman sees shortage extending to 2028; Micron reports FQ3 on June 24.