WS #11316
Tesla Q2 deliveries beat at 480,126 units (+25% YoY) and robotaxi service launch in Miami; Apple raises foldable iPhone production target to 10M units, but price hikes on Mac/iPad pressure stock. Weak June jobs report (57k vs 115k expected) cools rate-hike expectations, with analysts questioning data reliability; Bitcoin ETF inflows surge $221.7M on softer Fed signals. Michael Burry discloses new short bets against Micron, NVIDIA, and Applied Materials; chip stocks show mixed signals with strong forward revenue growth but bearish sentiment from prominent investor.
MAG7 Carve-Outs: Tesla and Apple
Tesla Q2 deliveries beat at 480,126 units (+25% YoY) and robotaxi service launch in Miami; Apple raises foldable iPhone production target to 10M units, but price hikes on Mac/iPad pressure stock.
Weak June jobs report (57k vs 115k expected) cools rate-hike expectations, with analysts questioning data reliability; Bitcoin ETF inflows surge $221.7M on softer Fed signals.
Michael Burry discloses new short bets against Micron, NVIDIA, and Applied Materials; chip stocks show mixed signals with strong forward revenue growth but bearish sentiment from prominent investor.