BY Reddit Mentions | ChartExchange

MAG7:
* AAPL - WWDC event starts today
* AAPL - UBS survey shows IPHONE demand is slipping. U.S. purchase intent drops to 17%, the lowest in 5 years. In China, it's down to 16% from 22% last year.
* NVDA - CEO Jensen Huang is in London this week for LONDON TECH WEEK 2025
* TSLA -m Baird downgrades to neural from outperform, PT 320. We believe Musk's comments regarding the robotaxi ramp rate are a bit too optimistic, and we believe this excitement has been priced into shares. We also note that Musk's ties to President Trump have added considerable uncertainty.
* TSLA - Trump on Musk - Asked if his relationship with Elon Musk is over—"I would assume so, yeah."
* Tesla downgraded to Hold from Buy at Argus
* META - IN TALKS FOR $10B+ INVESTMENT IN SCALE AI - BBG
OTHER COMPANIES:
* HOOD - S&P Dow Jones Indices didn’t make any changes to the S&P 500 lineup in its latest quarterly rebalancing on Friday HOOD down as a result as was being priced in that they would be the leading candidate for this
* RKLB - NASA and the Pentagon are reportedly reaching out to SpaceX rivals like Rocket Lab after Trumps clash with Musk.
* ONDS - just secured biggest Optimus System order yet, $14.3M from a major defense customer. This brings their drone backlog to $28.7M, up from $10M earlier this year.
* WBD - plans to split into two public companies by next year. One will focus on streaming & studios like HBO, Warner Bros. Pictures, & DC, led by CEO David Zaslav. The other will house CNN, Discovery, TNT Sports, and Discovery+, run by Gunnar Wiedenfels
* GRAB - SAYS NOT INVOLVED IN ANY TALKS WITH GOTO AT THIS TIME
* WMT - Mizuho raises WMT PT to 115 from 105. rates as outperform. We are establishing Walmart as our Top Pick within Consumer Internet and raising our PT to $115. The multi-year rebuild into a much more tech-led player is working, with a focus on speed of delivery and further volume gains ahead.
* NBIS is planning to open a UK-based AI data center powered by 4,000 NVDA Blackwell Ultra GPUs by Q4 2025. The new AI hub is designed to support cutting-edge workloads across research, academia, and public sector groups like the NHS.
* UNH - aims to get up to $1B for BANMEDICA
* IONQ - is Buying UK-based Oxford Ionics in a $1.08 billion deal, mostly in stock, as it looks to scale up its quantum computing power. The combined company is aiming to reach 256 qubits by 2026, over 10,000 by 2027, and hit 2 million by 2030.
* IONQ - Speeds Quantum-Accelerated Drug Development Application With AstraZeneca, AWS, and NVIDIA
* NOVA - one of the largest rooftop solar firms in the U.S., has filed for BANKRUPTCY in Texas.
* CHWY - Mizuho owngrades to neutral fromm Outperfomr, PT of 47 from 43. While we remain constructive on the L-T trajectory of Chewy's (CHWY) business model, the current set-up into and post Q1 results is increasingly less attractive.
* MBLY - Goldman Sachs downgrades to Neutral from Buy, PT at 17. While we continue to believe that Mobileye has strong technical capabilities, the number of companies planning to use Mobileye technology for their future advanced ADAS/AV programs has been more limited than we had expected
* IBKR - Citi downgrades to Neutral from Buy, raises PT to 215 from 205. after recent strength (up 28% QTD) IBKR is trading (29x/27x/24x our ‘25/26/27 EPS) near the upper end of the historic valuation range
* WBD, DIS, PARA, NFLX - CHINA TO IMPORT MORE INTERNATIONAL FILMS: REPORT
* NFLX - Buys Daily beast Pilot. picked up a 30-minute pilot from The Daily Beast focused on buzzy recent events, per Semafor. It’s part of a push into faster-turnaround doc-style shows that aren’t exactly news
* QCOM - to acquire Uk based Alphawave for $2.4B in cash. The deal values shares at 183p and aims to boost Qualcomm’s AI and data center chip tech.
* SBUX - is slashing prices by 5 yuan across popular tea based drinks in Chian to stay competitive.
* MCD - Morgan Stanley downgrades to Equal weight rom overweight, lowers PT to 324 from 329. Don't see as much re-rating potential, nor really above-consensus top/bottom line growth in the medium term
OTHER NEWS:
* CHINA SAYS ITS REGULATION OF RARE EARTH NOT COUNTERMEASURE & DON'T TARGET SPECIFIC NATIONS; SAYS IT WORKS TO CUT RARE EARTH CONTROL'S IMPACT ON TRADE
* JAPAN'S AKAZAWA MAKING PLANS TO VISIT US THIS WEEK
* HANG SENG enters BULL MARKET
* LOS ANGELES PROTESTS ESCALATE AMID ICE RAIDS. Over 10,000 protestors hit the streets in LA after immigration raids led to 44 arrests. National Guard troops have been deployed.
* UK PM Starmer - PARTNERING WITH 11 MAJOR COMPANIES TO TRAIN 11.5M WORKERS IN AI BY 2030
* Citi raises its Year end SPX target to 6,300 (from 5,800). Bull/bear cases set at 7,000 and 5,200. Mid-2026 target now 6,500.