GOOD NEWS 📰 RBC Capital analyst Tom Narayan has reiterated an Outperform rating and $500 price target on $TSLA 🔥 His overarching thesis is that Tesla is successfully shifting its strategic focus away from traditional automobile manufacturing and toward high-margin artificial intelligence, robotics, and energy infrastructure. 💰 Massive CapEx ramp-up: Tesla is planning to more than double its capital expenditures, jumping from roughly $9 billion in 2025 to over $20 billion in 2026. Narayan notes that while this is a massive spend, bulls view this investment as a necessary moat-building exercise for future innovation. 🤖 Optimus and AI compute: A significant portion of this expanded budget is explicitly earmarked for scaling up the massive computing power required to train the Optimus humanoid

GOOD NEWS 📰 RBC Capital analyst Tom Narayan has reiterated an Outperform rating and $500 price target on $TSLA 🔥 His overarching thesis is that Tesla is successfully shifting its strategic focus away from traditional automobile manufacturing and toward high-margin artificial intelligence, robotics, and energy infrastructure. 💰 Massive CapEx ramp-up: Tesla is planning to more than double its capital expenditures, jumping from roughly $9 billion in 2025 to over $20 billion in 2026. Narayan notes that while this is a massive spend, bulls view this investment as a necessary moat-building exercise for future innovation. 🤖 Optimus and AI compute: A significant portion of this expanded budget is explicitly earmarked for scaling up the massive computing power required to train the Optimus humanoid

🚨 BLOODBATH in Asian Markets Over $700 BILLION has been wiped out from Asian stock markets in just a few hours amid a sharp sell-off in chip and tech stocks. South Korea's KOSPI is down -7.3%, wiping out ₩445,300,000,000,000 ($300 BILLION) Japan's NIKKEI is down -1.9%, wiping out over ¥28,600,000,000,000 ($174 BILLION). TAIWAN's stock market is down -3.5%, wiping out over NT$4,042,600,000,000 ($139 BILLION). China's SSE is down -1.1%, wiping out over ¥715,000,000,000 ($100 BILLION).

🚨 BLOODBATH in Asian Markets Over $700 BILLION has been wiped out from Asian stock markets in just a few hours amid a sharp sell-off in chip and tech stocks. South Korea's KOSPI is down -7.3%, wiping out ₩445,300,000,000,000 ($300 BILLION) Japan's NIKKEI is down -1.9%, wiping out over ¥28,600,000,000,000 ($174 BILLION). TAIWAN's stock market is down -3.5%, wiping out over NT$4,042,600,000,000 ($139 BILLION). China's SSE is down -1.1%, wiping out over ¥715,000,000,000 ($100 BILLION).

TRADE PLAN for Tuesday 📈 $SPX held 7500 on the gap up and ran 50+ points above 7500. SPX to 7621 in play this month. IF SPX can breakout above 7621.. 8000 will come. SPX July 10 7600C is best above 7550 $HOOD strong rally again today, HOOD through 120 can run to 135 HOOD July 17 125C can work above 120 $TSLA had another strong day, it reclaimed 400 and ran to 417. TSLA to 434 by Friday. TSLA July 10 425C can work above 414 $QQQ if it forms a new base above 722 it can test 731 next .QQQ through 731 can push to 740,748.

TRADE PLAN for Tuesday 📈 $SPX held 7500 on the gap up and ran 50+ points above 7500. SPX to 7621 in play this month. IF SPX can breakout above 7621.. 8000 will come. SPX July 10 7600C is best above 7550 $HOOD strong rally again today, HOOD through 120 can run to 135 HOOD July 17 125C can work above 120 $TSLA had another strong day, it reclaimed 400 and ran to 417. TSLA to 434 by Friday. TSLA July 10 425C can work above 414 $QQQ if it forms a new base above 722 it can test 731 next .QQQ through 731 can push to 740,748.

TeraWulf $WULF signed a 20-year lease with Anthropic for its Justified Data campus in Kentucky, representing roughly $19B of contracted revenue over the initial term. The campus is expected to support about 401MW of critical IT load, with initial capacity coming online in H2 2027 and full capacity by early 2028. Separately, TeraWulf is selling its 50.1% stake in the Abernathy JV to a Fluidstack-led investor group, monetizing an approximately $450M investment.

TeraWulf $WULF signed a 20-year lease with Anthropic for its Justified Data campus in Kentucky, representing roughly $19B of contracted revenue over the initial term. The campus is expected to support about 401MW of critical IT load, with initial capacity coming online in H2 2027 and full capacity by early 2028. Separately, TeraWulf is selling its 50.1% stake in the Abernathy JV to a Fluidstack-led investor group, monetizing an approximately $450M investment.

The top 10 most active options today by contracts traded were $TSLA with 4.4M contracts, $NVDA with 2.3M contracts, $AAPL with 1.5M contracts, $AMZN with 790K contracts, $SPCX with 727K contracts, $META with 668K contracts, $MSFT with 637K contracts, $INTC with 566K contracts, $MU with 530K contracts, and $SOFI with 421K contracts

The top 10 most active options today by contracts traded were $TSLA with 4.4M contracts, $NVDA with 2.3M contracts, $AAPL with 1.5M contracts, $AMZN with 790K contracts, $SPCX with 727K contracts, $META with 668K contracts, $MSFT with 637K contracts, $INTC with 566K contracts, $MU with 530K contracts, and $SOFI with 421K contracts

Broadcom $AVGO and Apple $AAPL expanded their long-standing technology partnership through 2031. Under the new multi-year agreements, Broadcom will develop and supply a range of custom ASIC silicon products for multiple generations of Apple devices

Broadcom $AVGO and Apple $AAPL expanded their long-standing technology partnership through 2031. Under the new multi-year agreements, Broadcom will develop and supply a range of custom ASIC silicon products for multiple generations of Apple devices

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying from mutual funds and ETFs that track the index and collectively manage roughly $800B in AUM. SpaceX’s initial weighting will be about 1%, based on free-float market cap, which excludes insider and restricted shares. That weighting could grow over time as lockups lift, the public float expands, and Nasdaq rebalances the index in September and December. 2. Samsung Electronics prelim Q2 operating profit surged 19x YoY to roughly $58.4B, beating $55.3B consensus, driven by booming AI memory demand. Revenue came in slightly below expectations at about $111.8B vs. $113.1B consensus, but still rose 129% YoY. On an operat

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying from mutual funds and ETFs that track the index and collectively manage roughly $800B in AUM. SpaceX’s initial weighting will be about 1%, based on free-float market cap, which excludes insider and restricted shares. That weighting could grow over time as lockups lift, the public float expands, and Nasdaq rebalances the index in September and December. 2. Samsung Electronics prelim Q2 operating profit surged 19x YoY to roughly $58.4B, beating $55.3B consensus, driven by booming AI memory demand. Revenue came in slightly below expectations at about $111.8B vs. $113.1B consensus, but still rose 129% YoY. On an operat

JUST IN: $64,000 Bitcoin

JUST IN: $64,000 Bitcoin

JUST IN: Morgan Stanley expects Tesla’s Robotaxi fleet to reach 30,000 vehicles by 2030.

JUST IN: Morgan Stanley expects Tesla’s Robotaxi fleet to reach 30,000 vehicles by 2030.

NEWS: Grace Tao, Tesla’s Global Vice President, stated at the recent 2026 Global Digital Economy Conference in Beijing that Optimus will officially begin scaled mass production by the end of 2026 The robots are coming. $TSLA

NEWS: Grace Tao, Tesla’s Global Vice President, stated at the recent 2026 Global Digital Economy Conference in Beijing that Optimus will officially begin scaled mass production by the end of 2026 The robots are coming. $TSLA