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$MSFT · Tesla Deliveries Jump 25% | Bloomberg Tech 7/02/2026
now playing · $MSFT
$MSFT···bullish· high· posjudson althoff
Microsoft deploys $2.5B, 6,000 forward deployed engineers to drive enterprise AI outcomes
Judson Althoff explains Microsoft's new unit combines domain expertise, platform scale, and agentic workflows to help customers compound intelligence and achieve business outcomes…
$VALAR-ATOMICSbullish· high· posisaiah taylor
Valar Atomics demonstrates first advanced reactor powering Nvidia chip, targets waterless scaling for AI data centers
Isaiah Taylor explains Valar's high-temperature gas reactor generates electricity without water cooling, partnering with Nvidia to enable scalable AI data centers independent of l…
$MU···bullish· mediumfiona cincotta
Memory chip rally reasonably valued with room for further gains per Citi Index
Fiona Cincotta notes memory stocks like Micron trade at reasonable forward valuations after a phenomenal rally, suggesting pullbacks are natural but further gains are possible if…
$SAP···bullish· mediumfiona cincotta
SAP's strategic shift to AI-focused hiring viewed as positive for the company
Fiona Cincotta says SAP's decision to cut general hiring while aggressively recruiting for core AI roles demonstrates disciplined capital allocation toward long-term AI competitiv…
$TSLA···neutral· mediumstephanie valdez streaty
Tesla Q2 beat driven by Europe but US sales drop 20% as affordability remains key
Stephanie Valdez Streaty notes Tesla's European growth offset US declines, with high gas prices and incentives helping, while Chinese OEMs gain share globally and affordable EV la…
$SPCX···bullish· lowunknown
Wall Street analysts project 800% revenue growth for SpaceX by 2030 to justify valuation
Unnamed reporter relays analyst estimates that SpaceX could swing to profit by 2028 and grow revenue over 800% by 2030, far outpacing peers like Palantir and Microsoft.
$EREBORbullish· mediumjenny surane
Palmer Luckey's Erebor bank sees deposits quadruple, targets $8B valuation
Jenny Surane reports Erebor's deposits have quadrupled in recent months with 400 new business customers added, showing traction in serving startups and the innovation economy.