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Today’s AI and US stock information gap:
1. The Federal Reserve is hawkish, no hope for rate cuts, possibly a rate hike in September! Market probability of a rate increase soars to 52%
2. Upgraded again? Deutsche Bank, TD, and Cantor have raised their target price for Micron $MU to $1500, a 50% increase! HBM DRAM is in severe shortage
3. SpaceX ends a 3-day consecutive rise! Turnover rate reaches 90%, 20% unlocked in August, 60% unlocked by year-end, chip release fears, $SPCX plummeted 6% to $190
4. Watching AI palace drama! At the G7 summit’s AI luncheon, OpenAI Ultraman sat next to Trump, chatting happily, while Anthropic’s Dario model was restricted, looking worried, preparing to cause trouble
5. iPhone 18 is about to get a price hike! Expected Pro to increase by $200, memory DRAM and NAND are all competing for AI, taking away production capacity, no stock left for phones