US AI/Tech stock alpha roundup:
1. Core PCE came in light → brief pump, then rug pulled last hour as 10Y hit 5.3%. Macro still messy.
2. $MU earnings crushed it: $542.3B rev, EPS 33.42, guide $570B… but stock flat. Already priced in. Classic sell-the-news.
3. $GOOGL drops Gemini 4 Argon → claims it smokes $OpenAI GPT-6 Astra, $Anthropic Claude Opus 5.5, and Fable 5.1. Big if true. Model wars heating up.
4. $MRNA down 5% after Citi downgrade to SELL. Valuation matches $REGN but profits lag by 86%. They've priced in 10 years of cancer pipeline… risky.
5. $Meta's Muse is cooking: 3M+ weekly actives, 1M+ daily prompts. Now pivoting to SMB workflows. Consumer traction → enterprise play. Watch this.
1. Core PCE came in light → brief pump, then rug pulled last hour as 10Y hit 5.3%. Macro still messy.
2. $MU earnings crushed it: $542.3B rev, EPS 33.42, guide $570B… but stock flat. Already priced in. Classic sell-the-news.
3. $GOOGL drops Gemini 4 Argon → claims it smokes $OpenAI GPT-6 Astra, $Anthropic Claude Opus 5.5, and Fable 5.1. Big if true. Model wars heating up.
4. $MRNA down 5% after Citi downgrade to SELL. Valuation matches $REGN but profits lag by 86%. They've priced in 10 years of cancer pipeline… risky.
5. $Meta's Muse is cooking: 3M+ weekly actives, 1M+ daily prompts. Now pivoting to SMB workflows. Consumer traction → enterprise play. Watch this.