GOOGL Google partnered with MRVL Marvell to build custom AI chips breaking overnight. The collaboration targets Google's TPU strategy challenging NVDA Nvidia dominance. Options traders piled into both names through July expiries showing conviction the partnership shifts semiconductor power dynamics.
Elon Musk teased Grok plugins for MSFT Microsoft Excel Word and PowerPoint via xAI demo. The integration signals AI productivity tools spreading beyond standalone chatbots into core enterprise workflows.
Jeff Bezos posted Blue Origin successfully landing its New Glenn rocket reusable booster for the first time. AMZN Amazon's space venture hit the milestone as ASTS AST SpaceMobile insiders dumped $271M in coordinated sales this week. The space infrastructure sector showed stark valuation splits.
TSLA Tesla robotaxi launched in Dallas and Houston drawing mixed analyst reactions. Morgan Stanley termed rollout tangible progress while Ross Gerber called it a distraction. The divergent views reflected broader uncertainty around Tesla's pivot from automotive to autonomy.
Analysts backed analog chip positioning with TXN Texas Instruments ADI Analog Devices and LITE Lumentum grabbing target hikes. AXT AXT soared 405% year to date topping options sentiment charts despite 57 short score showing bears betting against momentum.
INTC Intel reports Thursday facing brutal 6-32-9 analyst rating split with six sell calls. The $215B foundry battled skepticism entering Q1 results. LRCX Lam Research delivers Wednesday showing equipment maker strength.
FT reported biodiesel prices dropped below regular diesel for first time as Iran war triggered oil replacement scrambles. European markets closed mixed as luxury stocks slumped while traders monitored peace talk prospects.
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