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● No confirmed company-specific news was identified for the session.
● Intel fell after Elon Musk confirmed early talks for TSMC to join Terafab, where Intel has been the soleManufacturingpartner since April.
● The same day, Elon Musk confirmed early talks for TSMC to join Terafab, where Intel has been the soleManufacturingpartner since April.
● Brazil produced $15.2 billion of MercadoLibre's $28.9 billion in 2025 net revenue, more than half the total.
● Meta led communication services, the best-performing S&P 500 sector at midday, with no company-specific news.
● Citi raised its price target on Strategy to $240 from $136; B. Riley lifted its target to $195 from $175.
● Nvidia closed at a record of about $238.90, giving the chipmaker aMarket Valueof roughly $5.7 trillion.
● Qualcomm signed a multiyearPatentcross-license with Huawei covering 5G, AI, computing and networking.
● Socket Mobile soared with aMarket Valueof about $5.8 million, placing it firmly in micro-cap territory.
● Shopify rallied with no company-specific news, as softer Fed expectations liftedGrowth Stocksbroadly.
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