$TSLA

Every week’s been rather mental due to macro developments

The 10-year yield shot up to 5.27%, hitting a 52-week high

Nvidia announced a $150 stock buyback programme, sending its shares soaring. Meta launched a new enterprise AI platform and poached MongoDB’s CEO

SpaceX completed its first revenue-generating Starship orbital launch

​After the market opened, semiconductor stocks dipped across the board except for Nvidia, as confidence from the buyback failed to spread to the broader sector

$NVDA


Meta dropped by 5% despite positive news regarding agentic AI for enterprise, and chips took a hit as well, even though more agents should mean greater demand for compute

Software took a tumble because Meta stepped into the enterprise market, so software stocks fell whilst Meta itself dropped, alongside the chips that were supposed to benefit

SpaceX lost its momentum and dragged Tesla down with it on yet another proper bizarre day

$SPCX

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