US OPEN: Iran Escalation Dominates Macro Tape Massive AI, Space & Analyst Catalysts
🔺 Geopolitical Risk (Top Story)
Trump confirms larger, intensified strikes on Iran incoming tonight — calling Iran “finished” & targeting Kharg Island critical oil infrastructure.
$SPY $QQQ $USO
📊 Macro Data Mix
Mixed PPI: Hotter headline inflation cooler core PPI. Jobless claims also higher than expected, adding growth/inflation uncertainty.
💶 ECB Policy Update
ECB holds rates at 2.25%, cuts growth outlook while lifting inflation forecasts for 2026–2027.
🚀 SpaceX Mega Catalyst
$SPCX
Bloomberg: SpaceX IPO draws $70B retail orders, with retail set for at least 20% allocation.
🛡️ Defense & Space
$AVAV partners with Taiwan for drone controller tech
$VSAT wins U.S. Space Force SATCOM contract
🤖 Enterprise AI News Flow
$IBM x
$NOW expand enterprise AI partnership
$RBRK launches Agent Cloud for Claude AI agents
$BULL rolls out AI natural-language trading tools
⚛️ Nuclear / Health AI
$OKLO secures U.S. approval for Aurora reactor safety plan
$TEM publishes validation study for FDA-cleared AI ECG software
📈 Big Analyst Moves
• BofA upgrades
$INTC to Buy lifts
$AMD /
$ARM PTs
• Wolfe raises
$MU PT to $1,250
• Needham lifts
$HOOD PT to $97
• Wolfe pushes
$DDOG PT to $295
#USMarket #StockMarket #AI #SpaceX #MacroTrading #DefenseStocks #TechEarnings