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• $27 Billion Multi-Year Deal: Nebius Group holds a landmark $27 billion multi-year capacity agreement with Meta Platforms, one of its most transformative customer relationships.
• Contractual Protection Cited: Analyst John McPeake argues Meta cannot resell capacity leased from CoreWeave through 2032, insulating the relationship from direct competition.
• $800 Million RSU Grant Under Fire: Jim Chanos publicly criticized the $800 million RSU grant awarded to IREN's Co-CEOs as excessive relative to projected company earnings.
• $250 Million Trump Accounts Commitment: Micron committed $250 million to Trump Accounts, a move that drew direct praise from President Trump.
• Equal-Weight Downgrade Issued: Fox Advisors downgraded Western Digital to Equal-Weight, warning that high-capacity HDD pricing expectations may be too optimistic.
• CEO and COO Selling Shares: Both the CEO and COO of Astera Labs have sold shares in recent months, creating an overhang despite the company's strong fundamental performance.
• WhatsApp Username Feature Halted: Indian authorities ordered WhatsApp to halt the rollout of its username feature over fraud concerns, adding a fresh regulatory headwind for Meta.
• Multiple Firms Raise Targets: Wells Fargo, UBS, and Cantor Fitzgerald have all raised price targets on AMD in recent weeks, citing its expanding AI data center role.
• High-Profile Short Disclosure: Investor Michael Burry disclosed fresh short positions against NVIDIA, calling current AI-driven spending the beginning of the end for the cycle.
• Q2 Earnings Set for July 15: ASML's upcoming Q2 earnings report will be closely watched for order momentum and EUV lithography shipment guidance.
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