The AI buildout is expanding across software, memory, and domestic supply chains. OpenAI is taking aim at enterprise workflows, Micron is raising its U.S. investment plans, and markets are still watching whether renewed diplomacy can contain the Iran conflict.
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Futures at a Glance📈
Futures are mixed as chip stocks cool off after Thursday’s rally. Traders are watching SK Hynix’s Nasdaq debut for the next read on AI demand, while easing oil prices are offering some support after Iran reportedly reached out for talks. Delta earnings are also on deck as the market looks to finish the week on steadier footing.
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What to Watch
Earnings (Premarket):
• Delta Air Lines, Inc. [DAL]
Earnings (Time Not Supplied):
• NioCorp Developments Ltd. [NB]
• Hingham Institution for Savings [HIFS]
• Platinum Group Metals Ltd. [PLG]
• ATIF Holdings Limited [AUC]
• SemiLEDS Corporation [LEDS]
• Vision Marine Technologies Inc. [VMAR]
Economic Reports:
• No major economic reports scheduled
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Market Pulse
AI Buyers Push Past the Iran Headlines
Asian stocks rose sharply as chip and AI shares led the market higher, with investors looking past the latest U.S.-Iran attacks and toward SK Hynix’s closely watched U.S. debut. The market is still treating geopolitical flare-ups as tradable volatility rather than a reason to abandon risk, but that calculation depends heavily on oil supplies remaining intact.
Bond Strategists Are Not Buying the Inflation Scare Yet
Most strategists in a recent poll still expect shorter-term Treasury yields to decline, even after higher oil prices revived talk of additional Fed tightening. The split matters for equities: markets can absorb another burst of energy inflation more easily if investors believe it will fade before forcing a lasting shift in rates.
AI & Enterprise Tech
OpenAI Turns ChatGPT Into a Workplace Super App
OpenAI launched ChatGPT Work alongside its new GPT-5.6 model, combining its chatbot and Codex tools to create documents, presentations, websites, and other professional work. The launch pushes the AI battle deeper into enterprise software, where OpenAI and Anthropic are competing for customers willing to pay for agents that can complete entire workflows.
Tencent Moves to Keep Manus in Chinese Hands
Tencent is in talks to become the largest shareholder in AI startup Manus after Beijing reportedly ordered Meta to unwind its planned $2 billion acquisition. The episode shows that AI investment is becoming inseparable from national technology policy, with promising startups increasingly caught between U.S. capital and Chinese strategic interests.
Semiconductors & Supply Chain
Micron Raises Its U.S. Investment Plan to $250 Billion
Micron expanded its planned U.S. investment to more than $250 billion through 2035, including new commitments to domestic wafer production and long-term supply agreements. AI memory demand is driving the spending, but the bigger market story is how quickly chipmakers are locking down materials and capacity before another bottleneck emerges.
Apple Locks In $30 Billion of Broadcom Chips
Apple agreed to spend more than $30 billion on U.S.-made Broadcom wireless chips through 2031, supporting a major expansion of Broadcom’s Colorado facility. The deal strengthens Apple’s domestic sourcing credentials while giving Broadcom unusually clear, long-term demand from one of the world’s largest electronics customers.
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Energy & Geopolitics
Oil Pauses, but the Weekly Gain Tells the Real Story
Oil prices edged lower Friday but remained on track for a strong weekly advance as renewed U.S.-Iran fighting kept supply risks elevated. Traders are not pricing a full-scale disruption yet, but the partially restricted Strait of Hormuz leaves crude one serious escalation away from another sharp move.
Regional Powers Try to Pull Washington and Tehran Back to the Table
Qatar, Pakistan, Turkey, Egypt, and Saudi Arabia are pushing to revive negotiations between the U.S. and Iran even after fresh strikes brought the earlier ceasefire close to collapse. Any credible return to technical talks would be a relief for energy markets, but traders will need evidence that shipping through Hormuz can continue without another round of attacks.
Defense & Aerospace
Indonesia Buys Into India’s Missile Strategy
Indonesia will purchase BrahMos cruise missiles and Astra air-to-air missiles from India in a deal estimated at roughly $630 million. The agreement gives India another major defense-export win while strengthening Indonesia’s maritime deterrence as strategic competition with China intensifies across Southeast Asia.
China Tests Its Answer to Reusable Rockets
China successfully tested a sea-based system designed to recover reusable rocket boosters, using a net mounted on an offshore platform. The experiment is another sign that Beijing wants to close the cost gap with U.S. launch companies and compete more aggressively in commercial satellites, defense launches, and the wider space economy.
Trivia: Apple replaced which company when it joined the Dow Jones Industrial Average in 2015?
Movers and Shakers
EquipmentShare.com [EQPT]: Premarket Move: +18%
EquipmentShare surged after the company raised its fiscal 2026 outlook and authorized a $500 million share-repurchase program. Management now expects revenue of $5.25 billion to $5.68 billion, citing strong customer demand and better-than-expected first-half performance.
WD-40 [WDFC]: Premarket Move: +15%
WD-40 jumped after the company reported fiscal third-quarter earnings and revenue well above Wall Street forecasts. Revenue climbed 24% to $195.1 million, while adjusted earnings of $2.33 per share easily beat the $1.57 estimate as stronger sales and operating leverage lifted profitability.
Fermi [FRMI]: Premarket Move: −16%
Fermi dropped after the AI data-center developer announced plans to raise $350 million through convertible senior notes due in 2031. Buyers will also have an option for another $52.5 million of notes, with part of the proceeds funding capped-call transactions designed to reduce potential dilution.
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Everything Else
🚀 The search for the next Mag 7 is already underway, as investors look for the companies most likely to lead when today’s giants stop carrying the whole market.
🛢️ U.S.-Iran technical talks are showing signs of progress, but ongoing strikes and Strait of Hormuz risks are keeping the ceasefire outlook fragile.
🚀 India’s BrahMos missile push into Indonesia is expanding its defense reach while adding another layer to the region’s China rivalry.
🛡️ Anduril’s CEO is positioning an eventual IPO as defense technology moves further into the investing mainstream.
✈️ Fortunes created by SpaceX and AI startups are driving fresh demand for private jets among a new class of tech billionaires.
💼 OpenAI launched ChatGPT for Work as it pushes deeper into the increasingly competitive enterprise AI market.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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