WS #10430

From 500 msgs · 5 key-dev

GOOGL down 5.1% on J.P. Morgan pushing back against in-house chip rumors that threatened AVGO; AMZN, ORCL, MSFT also red. Ransomware group published over 200,000 leaked files from Tata Electronics, including purported Apple and Tesla trade secrets; Apple investigating exposure. SpaceX signs $6.3B computing power deal with Reflection AI for Nvidia GB300 chips at Colossus 2 data center, starting July 1.

Cloud/tech selloff led by GOOGL

GOOGL down 5.1% on J.P. Morgan pushing back against in-house chip rumors that threatened AVGO; AMZN, ORCL, MSFT also red.

Ransomware group published over 200,000 leaked files from Tata Electronics, including purported Apple and Tesla trade secrets; Apple investigating exposure.

SpaceX signs $6.3B computing power deal with Reflection AI for Nvidia GB300 chips at Colossus 2 data center, starting July 1.

Full world state #10430