Fed just went full hawk mode. Rate cuts? Forget it. September might even see a HIKE. Prediction markets now pricing 52% odds.
Deutsche, TD, Cantor all raising $MU price targets to $150. That's a 50% upside call. HBM DRAM supply is absolutely cooked right now.
$SPCX just dumped 6% to $190 after a 3-day rip. 90% turnover. August unlocks 20%, year-end unlocks 60%. Token release fear is real.
AI power plays at G7: Altman sitting next to Trump, all smiles. Meanwhile Anthropic's Dario looking miserable after model restrictions. Drama incoming.
iPhone 18 price hike confirmed. Pro models going up $200. Why? AI is eating all the DRAM and NAND supply. Phones are getting starved for memory chips.