WS #13653
AMD acquires Taalas, Amazon Leo satellite service advances, Meta fined $942M, Citi cuts Micron target, Oklo hits criticality. July jobs report showed -23k payrolls vs +80-95k expected, with downward revisions, driving S&P 500 to record close and lowering Fed hike odds to ~40%. Trump signed 15% tariff and minimum import prices on polysilicon to counter China's 96% dominance, protecting US solar/semiconductor supply chain.
MAG7 and tech idiosyncratic signals
AMD acquires Taalas, Amazon Leo satellite service advances, Meta fined $942M, Citi cuts Micron target, Oklo hits criticality.
July jobs report showed -23k payrolls vs +80-95k expected, with downward revisions, driving S&P 500 to record close and lowering Fed hike odds to ~40%.
Trump signed 15% tariff and minimum import prices on polysilicon to counter China's 96% dominance, protecting US solar/semiconductor supply chain.