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Retail traders lining up to get slaughtered by Anthropic’s $2T IPO

Lockheed Martin $LMT has been awarded a $953M contract by the Australian Government to advance AIR6500🚀 The program is designed to sense and track incoming threats, integrate with the ADF targeting enterprise, and support rapid integration of future technologies.

Lumentum $LITE now expects $40 EPS in fiscal 2028, driven largely by upside in its Optical Circuit Switch business⚡️ They say the new OCS demand is coming from its largest customer.

Broadcom $AVGO has partnered with Apollo and Blackstone on an initial $35B financing platform supporting 20+ GW of AI compute capacity🤖 The initial deployments include 1 GW for Anthropic in 2026 and 5 GW in 2027.

Here’s how the magnificent 7 closed today🔴🔴🔴🔴🔴🟢🔴 Nvidia $NVDA -0.91%🔴 Amazon $AMZN -1.78%🔴 Apple $AAPL -0.28%🔴 Microsoft $MSFT -0.47%🔴 Tesla $TSLA -0.10%🔴 Meta $META +6.55%🟢 Google $GOOGL -2.28%🔴

American Eagle $AEO just reported earnings🦅 Revenue: $1.38B Vs $1.37B EST EPS: $0.79 Vs $0.22 EST

Here’s everything you need to know about the Apple $AAPL event in only 2 minutes: - iPhone Duo - iPhone 18 & 18 Pro Max - Apple Watch Series 12 & Ultra 4 - AirPods 5

Apple $AAPL has announced they will be upgrading iPhone 18 Batteries🔋 The new iPhone 18 pro will now last up to 36 hours The Pro Max version will last up to 45 hours They are also upgrading their wired charging methods

Here’s some of the details on Apple’s $AAPL new iPhone Duo🍏🍏 - A20 Pro Chip - Apple C2 Modem - Side by Side Apps - 48MP Cameras - 12MP Front-facing Camera - Magnetic Hinge System - Apple Pencil Support - 256GB Base Storage - White & Dark Blue Models - Releasing in October

Apple $AAPL has said the new IPhone Duo will retail for $1,999📲🍏 The phone will feature a double sided screen on the interior, while still having the single side available on the back left It’s held together by a custom hinge made from more than 100 small components

American Eagle $AEO reports earnings today after close🦅 The implied move is: 11.27% The expectations are: Revenue: $1.36B EPS: $0.26 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Memory is expected to reach $3.7T by 2030🧠 This is driven by the growing demand for data centers, they account for 83% of the anticipated revenue This is supports bull cases for $MU & $SKHY

$IREN & $NBIS investors fighting over who has the best data center

Google $GOOGL is planning to buy capacity from a nuclear power plant in Finland🇫🇮☢️ Fortum’s Loviisa nuclear program has agreed to sell 50% of their capacity to Google, The contract has ensured the plant will produce power until at least 2050

Here’s how the magnificent 7 began trading today🔴🔴🔴🔴🟢🟢🔴 Nvidia $NVDA -0.35%🔴 Amazon $AMZN -1.82%🔴 Apple $AAPL -0.13%🔴 Microsoft $MSFT -0.21%🔴 Tesla $TSLA +1.50%🟢 Meta $META +5.69%🟢 Google $GOOGL -2.82%🔴

Meta $META has released Meta Muse This is a secure private personal agent that will be “built for everyone” The agent is designed to help users reach goals & give suggestions to help them become achievable

Piper Sandler has initiated coverage on Oklo $OKLO ☢️ They started off with an overweight rating and a $55 price target Piper Sandler has said Meta’s new nuclear deal showcases the urgency

Advanced Micro Devices $AMD at Citi Global TMT Conference🤖 The say their enterprise server CPU business grew more than 70% YoY in Q2, and expects server CPU revenue to grow 80%+ YoY in H2 2026 and another 70%+ in 2027.

Here’s how the magnificent 7 closed today🔴🔴🔴🔴🟢🔴🔴 Nvidia $NVDA -2.01%🔴 Amazon $AMZN -0.60%🔴 Apple $AAPL -1.17%🔴 Microsoft $MSFT -1.15%🔴 Tesla $TSLA +3.98%🟢 Meta $META -0.53%🔴 Google $GOOGL -0.03%🔴

Palantir $PLTR customers will be able to deploy open AI models on Nebius $NBIS infrastructure🤖🏰 The partnership makes Nebius Palantir's preferred sovereign AI infrastructure partner.