TradingKey

• Eli Lilly launched a Medicare GLP-1 Bridge program expanding access to Zepbound and Foundayo. • The FDA selected Lilly’s Indiana facility for a pilot program to accelerate manufacturing approvals. • European regulators recommended Jaypirca approval for adults with chronic lymphocytic leukemia.

• Micron shares face downward pressure from investor profit-taking after record quarterly earnings. • A new antitrust lawsuit regarding DRAM price fixing introduces regulatory uncertainty for investors. • Impending SK Hynix stock listing causes capital reallocation away from Micron shares.

• Applied Materials shares declined due to sector-wide profit-taking and valuation-related cooling. • Recent SEC filings show significant stock liquidations by company executives. • Investors are re-evaluating capital spending and supply chain constraints in the semiconductor industry.

TradingKey - Microsoft (MSFT) trades at $384. Azure grew 40%, AI revenue hit a $37B run rate, and $627B in contracted revenue supports a $437 breakout target.

• AstraZeneca partnered with CSPC Pharmaceutical in a deal worth up to $1.77 billion. • New oncology collaborations and EU regulatory progress bolstered the company's pipeline and stock. • The stock rebounded from recent clinical trial failures amid cooling U.S. labor market data.

• DA Davidson upgraded Palantir to buy, citing strong competitive positioning in artificial intelligence. • Palantir partnered with Nvidia to deploy secure AI models for U.S. government agencies. • The U.S. Army selected Palantir Foundry as the core cloud data layer for modernization.

• Oracle adopted Arm’s AGI CPU architecture for data center AI workloads. • Hyperscalers are increasingly integrating Arm-designed processors into their cloud data centers. • Institutional buyers supported Arm shares following a period of sector-wide profit-taking.

• Meta stock retreated due to profit-taking following a significant artificial intelligence-driven rally. • Investors are reevaluating the cloud computing initiative's ability to offset near-term capital expenditures. • Market-wide semiconductor sector weakness and macroeconomic uncertainty are contributing to the downward movement.

• Wall Street firms raised TSM price targets citing strong AI infrastructure demand. • Increased U.S. manufacturing tax credits and higher dividends bolster investor sentiment. • TSMC earnings report on July 16 may include upgraded capital expenditure forecasts.

TradingKey - PepsiCo (PEP) trades at $141 ahead of July 9 earnings. Rising snack volumes, a 4% dividend hike, and strong Q2 expectations could fuel a rebound.

TradingKey - On July 2, Eastern Time, Panos Panay, head of Amazon's (AMZN) Devices & Services division, publicly detailed the company's strategic roadmap for in-house chips in its proprietary hardware for the first time during an exclusive interview on CNBC's "The Tech Download" podcast.

TradingKey - Due to the US Independence Day holiday, the June non-farm payrolls report, originally scheduled for Friday, was released early on Thursday, delivering a major disappointment that fell far short of market expectations. Data showed that US non-farm payrolls increased by only 57,000 in June, roughly half of the market forecast of 113,000, and marking a significant decline from May's sharply downward-revised 129,000.

TradingKey - Micron (MU) trades near $1,035 after a 10% pullback. Strong AI demand, Q4 guidance, and GM supply deals keep the memory supercycle intact.

• EURUSD rose as Federal Reserve policy expectations shifted toward a less hawkish stance. • Softer US ADP payroll data caused Treasury yields and the dollar to decline. • Technical indicators for EURUSD currently show neutral to sell signals.

I will also consider my previous explanations in alignment with analysts’ estimates (Wall Street and Seeking Alpha) on the price target at a range of $186-$197, representing 30%-36% upside potential. To me, after looking at the current performance and the estimates, I believe a $200 price target is

TradingKey - On July 2, Eastern Time, SoftBank Group and its telecommunications subsidiary SoftBank Corp. jointly announced the establishment of a joint venture, SB Neo Inc., in Delaware, USA, this month, marking their official entry into the US "neocloud" market. SoftBank Corp. will hold a 51% stake in the new company, with SoftBank Group holding the remaining 49%.

TradingKey - On July 2 local time, the EU's highest court issued a legally binding final ruling, dismissing the appeal by Google and its parent company Alphabet (GOOGL) (GOOG) against the antitrust penalty regarding the Android system, and upholding the fine of 4.1 billion euros (approximately $4.67

TradingKey - AMD stock drops 6% after hitting a record high. Strong AI demand, EPYC Venice, MI450 deals, and bullish analyst targets raise the buy-the-dip question.

TradingKey - On July 2, Eastern Time, in pre-market trading, the three major US stock index futures showed mixed performance. As of press time, Dow Jones Industrial Average futures rose 0.18%, S&P 500 Index futures fell 0.01%, and Nasdaq 100 Index futures declined 0.28%.

TradingKey - On July 1 local time, NVIDIA (NVDA) officially announced the launch of a new business model that combines revenue sharing with credit support. This model allows AI cloud service providers to deploy NVIDIA infrastructure on a large scale and provide computing power services without bearing the full upfront capital expenditures.