WS #10800
Samsung reportedly preparing ~$650B investment in AI data centers and memory, with bullish implications for MU, SNDK, STX, WDC amid AI infrastructure supercycle. AAPL closed up 3.1% and TSLA up 1.2% despite tech selloff, with large dark pool orders in AAPL ($300M) and MSFT ($5.1B) indicating institutional activity. SpaceX bond deal widens 28-32bp signaling risk-off, BofA flags record $9.3B tech fund outflows, and the S&P 500 sees defensive rotation.
AI Memory Supercycle
Samsung reportedly preparing ~$650B investment in AI data centers and memory, with bullish implications for MU, SNDK, STX, WDC amid AI infrastructure supercycle.
AAPL closed up 3.1% and TSLA up 1.2% despite tech selloff, with large dark pool orders in AAPL ($300M) and MSFT ($5.1B) indicating institutional activity.
SpaceX bond deal widens 28-32bp signaling risk-off, BofA flags record $9.3B tech fund outflows, and the S&P 500 sees defensive rotation.