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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 forecast for rate hike probability soars to 52%
2. Upgraded again? Deutsche Bank, TD, and Cantor have raised Micron’s $MU target price to $1500, a 50% increase! HBM DRAM is in such short supply
3. SpaceX ends 3 days of consecutive gains! 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 Dario’s 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 focused on AI, taking away production capacity, no inventory left for phones #沃什首秀美联储利率不变