US DISABLES THIRD SHIP THIS WEEK IN IRAN BLOCKADE IRAN SOURCE SAYS NO NEW US NEGOTIATIONS AMID CLASH$AMD $INTC $ARM BOFA LIFTS CPU MARKET FORECAST ON RETAIL TRADERS SELL TECH TO FUND SPACEX IPO RetailPrecious metals continue falling significantly, wi$Oracle(ORCL.US)Oracle's stock fell after announci📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $RBRK Rubrik Launches Agent Cloud for A$AMD | BofA Securities 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐌𝐃 to $𝟓𝟔𝟎 frThe AI IPO Rush: Decoding OpenAI's "Confidential Filing"$CRWV | Cantor Fitzgerald reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on$SPCX: OPPENHEIMER INITIATES SPACEX AT OUTPERFORM $HOOD | Needham reiterates 𝐁𝐮𝐲 on 𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝, 𝐫𝐚𝐢𝐬𝐞$Sasseur Reit(CRPU.SG)- Rebound/Stabilisation Mome$NICE | Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐍I'm on a flight back to Taiwan.On the way there, IUber stock is currently trading at $69.19, pulling$SPCX - SPACEX IPO VALUATION BUILT ON HYPE, SAYS CMETA quietly climbing the board again. when the AIApple literally the only green on my screen today.SPCX prices tonight at 135, ~1.8 trillion. largest$OCBC Bank(O39.SG) quietly climbing while US tech $Applied Optoelectronics (AAOI.US)$ getting whackered day, green thesis. nothing about today changedbacklog jumps to 638B and people panic over capex?$CRCL | William Blair 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐢𝐫There was interesting research published called "Dfoundry story needs real margins not just headlinewith Hormuz and CPI scaring everyone off US tech, Marvell: Index Inclusion Hangover Meets a Risk-Off Tape$Broadcom(AVGO.US) held up okay vs the chip group.storage names all red today on the chip selloff. dMSFT held up better than the whole AI hardware grocalling it, TSLA catches a bid Friday when SpaceX NVDA -3.7% and people calling top again. heard tha1.8T is a wild number but the demand is undeniably$MU | Wolfe Research reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐢𝐜𝐫$INTC | BofA Securities 𝐝𝐨𝐮𝐛𝐥𝐞-𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐈𝐧𝐭𝐞𝐥 to 𝐁$DBS(D05.SG) holding up while US tech bleeds. thisoptical names like AAOI live and die on the AI netMU vs the rest of the chip group, it's the one witis MRVL a buy here or does it keep bleeding with tNVDA first to bounce when this risk-off passes, itdown 4% but this is just Iran + CPI risk-off, not held through Iran, CPI, chip crashes... a risk-offthe same crowd that chased MRVL at the highs is nofell less than the rest of the chip group today. tForget the Narrative, Read Tesla's Tape Into the SpaceX Listing🦎 IGGY CLOSING BRIEF — 11 June 2026🔔 That's the be大摩 just put a 360 target on AAPL, bull case 440, adividend yield + rate tailwind + safe-haven flows.