08:30 MU Signs long-term strategic customer agreement with Ford for automotive memory and storage supply; No financial terms disclosed08:03 AVGO Expands Apple technology collaboration through 2031 - filing [**TTN Note: Broadcom generates roughly $5B per year from its Apple wireless chip business (primarily RF, Wi-Fi, and Bluetooth components for iPhones and other devices)]08:00 WULF Executes 20-year Anthropic lease at Justified Data; Abernathy JV stake sale led by Fluidstack agreed; Lease $19B contracted over initial term08:06 ESI Confirms to be acquired by Solstice Advanced Materials at ~$50.10/shr in $14.5B stock-cash deal08:03 MSTR Sells 3,588 BTC for $216M; Holds 843,775 BTC as of July 5th - filing08:10 IREN Recent notable premarket strength being attributed to press report that Anthropic’s plans to buy 1.4GW of Aussie data centre capacity
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08:30MU Signs long-term strategic customer agreement with Ford for automotive memory and storage supply; No financial terms disclosed
08:03AVGO Expands Apple technology collaboration through 2031 - filing [**TTN Note: Broadcom generates roughly $5B per year from its Apple wireless chip business (primarily RF, Wi-Fi, and Bluetooth components for iPhones and other devices)]
08:00WULF Executes 20-year Anthropic lease at Justified Data; Abernathy JV stake sale led by Fluidstack agreed; Lease $19B contracted over initial term
08:06ESI Confirms to be acquired by Solstice Advanced Materials at ~$50.10/shr in $14.5B stock-cash deal
08:03MSTR Sells 3,588 BTC for $216M; Holds 843,775 BTC as of July 5th - filing
08:10IREN Recent notable premarket strength being attributed to press report that Anthropic’s plans to buy 1.4GW of Aussie data centre capacity

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007561 1.04%EUR/USD1.16 1.69%USD/JPY159.03 1.74%GBP/USD1.34 0.7%OIL--Gold4150.9 13.9%