Apple news that it will raise prices. Chip stocks up.
$SPCX - interesting to see SPCX down when the semis are up. I wonder what group it will trade with. The AI platforms? AMZN, MSFT, GOOGL, etc
financialpost.com/pmn/business...
WTI oil now $73. It was $65 the day before the war. Unreal.
Confirmed. SPCX does not trade with the semis. Guess it's more of an infrastructure play. (ie, a buyer of chips.)
Fed now expects higher inflation and higher rates. This year and next.
$QQQ ... I'm no technical analyst. But I believe that is a lower-high
More AI price pressure
The US and Iran are expected to formally sign a memorandum of understanding on June 19 in Switzerland, paving the way for 60 days of talks aimed at ending their war…
Confirmed. SPCX does not trade with the semis. Guess it's more of an infrastructure play. (ie, a buyer of chips.)
"Microsoft $MSFT weighs DeepSeek for Copilot Cowork"
"The company tells Axios it is exploring a fine-tuned version of DeepSeek V4, or another open-source model, as a lower-cost alternative to the Anthropic and OpenAI models now powering Copilot Cowork"
Lou Mannheim
Microsoft will also shift to usage-based pricing for the enterprise agent.
