WS #13632
Holding: newest synthesis is 93d 12h old
Strong tech rally led by PLTR, NOW, QCOM, and NVDA on AI demand; SpaceX commits to NVDA chips; AMD acquires Taalas to compete. Meta ordered to pay $567M in New Mexico youth mental health case, adding to $375M penalty, a negative for META but small relative to market cap.
Tech and AI earnings momentum
Strong tech rally led by PLTR, NOW, QCOM, and NVDA on AI demand; SpaceX commits to NVDA chips; AMD acquires Taalas to compete.
Meta ordered to pay $567M in New Mexico youth mental health case, adding to $375M penalty, a negative for META but small relative to market cap.