US AI/Tech stocks alpha today:
$CRCL got wrecked -17% down to $62. Why? Visa + Mastercard + BlackRock teamed up with 140+ institutions to launch Open USD $OUSD — direct competitor coming for Circle's lunch.
Apple can't stomach the $500 chip markup. Wanted to buy DRAM from CXMT (China), US govt blocked it. Keep pushing $AAPL like this and they'll just build their own fab.
$SNDK ripped +11% after Bernstein raised PT to $3000. Storage plays $QCOM $STX $WDC $MU opened hot then faded. Samsung down, SK Hynix bleeding another -3%.
Anthropic dropped Sonnet 5 model + launched Claude Science (AI workbench for scientists) + announced preclinical drug discovery program. Longevity plays heating up.
$GOOGL shipped Nano Banana 2 Lite — faster/cheaper image gen. Video model Gemini Omni Flash now has open API access.
$CRCL got wrecked -17% down to $62. Why? Visa + Mastercard + BlackRock teamed up with 140+ institutions to launch Open USD $OUSD — direct competitor coming for Circle's lunch.
Apple can't stomach the $500 chip markup. Wanted to buy DRAM from CXMT (China), US govt blocked it. Keep pushing $AAPL like this and they'll just build their own fab.
$SNDK ripped +11% after Bernstein raised PT to $3000. Storage plays $QCOM $STX $WDC $MU opened hot then faded. Samsung down, SK Hynix bleeding another -3%.
Anthropic dropped Sonnet 5 model + launched Claude Science (AI workbench for scientists) + announced preclinical drug discovery program. Longevity plays heating up.
$GOOGL shipped Nano Banana 2 Lite — faster/cheaper image gen. Video model Gemini Omni Flash now has open API access.