AI Stories: Can you Become the Top Winner in the Game?
Hello everyone! Today i want to share some trading ideas with you!
1
Morgan Stanley says legacy memory market is tightening faster than expected with DDR4 pricing potentially rising another 20% in Q3.
They now see 19% to 20% supply-demand gap in 2H26 with shortages likely extending through 2027 & 2028 benefiting suppliers $Micron Technology(MU)$, Samsung & SK Hynix.
2
Two weeks before the $Space Exploration Technologies Corp(SPCX)$ IPO, the company has landed $6.4B in Space Force contracts in the same week.
The awards cover orbital surveillance to replace airborne radar and a next-gen military communications backbone for the Pentagon.
3
$Robinhood(HOOD)$ says states and public-sector groups have approached Robinhood about building their own versions of “Trump accounts” for newborns.
Robinhood says the Treasury partnership proved it can support government-scale programs.
4
$Microsoft(MSFT)$ is reportedly building a Copilot “super app” that brings coding, chat and other AI tools into one unified experience.
The goal is to turn Copilot from a collection of features into a central AI workspace across Microsoft’s ecosystem.
5
$Ondas Holdings Inc.(ONDS)$ secured over $30M in new May orders bringing Q2 orders-to-date above $110M across defense and autonomous systems.
Ondas is seeing demand build across counter-UAS, loitering munitions, ISR and robotics with ~$457M in backlog.
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