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CHPY Vs. DRAM: Buy The Diversified De-Risking Route, Hold The Memory Bet

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CHPY Vs. DRAM: Buy The Diversified De-Risking Route, Hold The Memory Bet

CHPY Vs. DRAM: Buy The Diversified De-Risking Route, Hold The Memory Bet

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Connor Murphy Was Filming a Looksmaxxing Documentary Before His Death in Thailand

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Connor Murphy Was Filming a Looksmaxxing Documentary Before His Death in Thailand

Fitness YouTuber Connor Murphy was filming a documentary on looksmaxxing and biohacking in Thailand before his death on 8 July. He reportedly seemed happy beforehand. Police were called after unusual behavior; he later entered a lake. Investigation and toxicology results remain pending.

Documentary Focus on Biohacking and Looksmaxxing

Fitness influencer Connor Murphy was reportedly developing a documentary centered on looksmaxxing and biohacking in the weeks leading up to his death. According to TMZ, sources close to the project revealed that the film aimed to explore these popular online trends, which focus on enhancing physical appearance, health, and performance through fitness, grooming, diets, and supplements. Murphy and a friend based in Thailand had reportedly gained recognition within these communities, prompting the production team to follow them for the project. A crew had already traveled to Thailand for filming, with another trip planned before Murphy’s untimely death. He had told associates the documentary was intended for Hulu, though this remains unconfirmed.


Murphy’s State of Mind Before Death

In the months preceding his death, those who interacted with Murphy described him as seemingly stable and content. One source noted he appeared happy, spoke normally, and displayed no concerning behavior during a May conversation. While acknowledging Murphy hadn’t fully returned to his pre-pandemic self following earlier mental health struggles, the source emphasized he appeared to be in control of his actions at that time. This account paints a picture of someone managing well despite past challenges, adding complexity to the circumstances surrounding his sudden death in Thailand.

Death Circumstances and Personal Tributes

Connor Murphy died on 8 July following an incident at a luxury rental property in Bang Phli, Thailand. Thai authorities were called after reports of unusual behavior, and Murphy later entered a nearby lake. His death remains under investigation, with autopsy and toxicology results still pending. Close friend Austin Wayne offered a personal tribute, describing Murphy as fundamentally different from his online persona—“incredibly chill” and among the calmest people he’d known. Wayne explained that Murphy could adopt a more intense character for content creation but would quickly revert to his genuine, relaxed self afterward, highlighting the disconnect between his public image and private nature.

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Source : Connor Murphy was making a documentary before Thailand death

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The Party At Goldman Sachs Since 2022 May Be Ending (Rating Downgrade) (NYSE:GS)

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The Party At Goldman Sachs Since 2022 May Be Ending (Rating Downgrade) (NYSE:GS)

This article was written by

Nationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer…..Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during the 1990s. Mr. Franke was ranked #1 in the Motley Fool® CAPS stock picking contest during parts of 2008 and 2009, out of 60,000+ portfolios. Mr. Franke was Director of Research at Quantemonics Investing® from 2010-13, running several model portfolios on the Covestor.com mirror platform (including the least volatile, lowest beta, fully-invested equity portfolio on the site). As of April 2026, he was ranked in the Top 4% of bloggers by TipRanks® for 12-month stock picking performance on suggestions made over the last five years.A contrarian stock selection style crossed with daily algorithm analysis of fundamental and technical data have been developed into a system for finding stocks, nicknamed the “Victory Formation.” Supply/demand imbalances signaled by specific stock price and volume movements are a critical part of this formula for success. Mr. Franke suggests investors use 10% or 20% stop-loss levels on individual choices and a diversified approach of owning at least 50 well positioned favorites to achieve regular stock market outperformance. “Bottom Fishing Club” articles focus on deep value candidates or stocks experiencing a major reversal in technical momentum to the upside. “Volume Breakout Report” articles discuss positive trend changes backed by strong price and volume trading action.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am short the financial sector including a small weighting in Goldman Sachs through XLF. All opinions expressed herein are not investment recommendations and are not meant to be relied upon in investment decisions. The author is not acting in an investment advisor capacity and is not a registered investment advisor. The author recommends investors consult a qualified investment advisor before making any trade. Any projections, market outlooks, or estimates herein are forward-looking statements based upon certain assumptions that should not be construed as indicative of actual events that will occur. This article is not an investment research report but an opinion written at a point in time. The author’s opinions expressed herein address only a small cross-section of data related to an investment in securities mentioned. Any analysis presented is based on incomplete information and is limited in scope and accuracy. The information and data in this article are obtained from sources believed to be reliable, but their accuracy and completeness are not guaranteed. The author expressly disclaims all liability for errors and omissions in the service and for the use or interpretation by others of information contained herein. Any and all opinions, estimates, and conclusions are based on the author’s best judgment at the time of publication and are subject to change without notice. The author undertakes no obligation to correct, update, or revise the information in this document or to otherwise provide any additional materials. Past performance is no guarantee of future returns.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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HRT Financial LP sells $48,913 in Bluejay Diagnostics stock

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HRT Financial LP sells $48,913 in Bluejay Diagnostics stock

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Meta expands Louisiana data center to 5 gigawatts in AI infrastructure push

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Meta expands Louisiana data center to 5 gigawatts in AI infrastructure push

Meta is expanding its massive data center project in Richland Parish, Louisiana, to 5 gigawatts of compute capacity, making it one of the largest data centers in history, the company announced Monday. 

The expansion pushes Meta’s total investment in the region to more than $50 billion, marking one of the biggest AI infrastructure investments in the world, according to the company.

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Once operational, the data center is expected to support more than 1,000 jobs. Meta said Louisiana businesses have already received more than $1.6 billion in contracts from the company since it broke ground on the site in December 2024.

META SHUTS DOWN AI TOOL AFTER BACKLASH OVER PUBLIC INSTAGRAM ACCOUNTS

Construction Meta Richland Parish data center

Meta said Louisiana businesses have already received more than $1.6 billion in contracts from the company since it broke ground on the site in December 2024. (Meta)

The tech giant also plans to spend more than $1 billion on local infrastructure upgrades, including roads, water and wastewater systems.

Meta said the expansion includes an energy agreement expected to save Entergy Louisiana customers more than $2 billion over 20 years. 

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The company said it will cover the data center’s energy, water and infrastructure costs.

META LAYS OFF NEARLY 1,400 WASHINGTON EMPLOYEES IN LATEST TECH WORKFORCE CUT

Construction Meta Richland Parish data center

Meta said the expansion includes an energy agreement expected to save Entergy Louisiana customers more than $2 billion over 20 years. (Meta)

The project is already reshaping Richland Parish, a rural community of about 20,000 people. Teachers in the parish recently received annual bonuses of more than $50,000, up from $10,000 last year, thanks to increased tax revenue tied to the data center.

“It’s life-altering for our teachers and their families, and it’s transforming our schools,” Richland Parish School District Superintendent Sheldon Jones said in a statement.

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Jones said Meta’s investment has also helped the district attract stronger teacher candidates.

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META META PLATFORMS INC. 657.67 -11.54 -1.72%

META ROLLS OUT PAID SUBSCRIPTION PLANS FOR FACEBOOK, INSTAGRAM AND WHATSAPP

Construction Meta Richland Parish data center

The company said it will cover the data center’s energy, water and infrastructure costs. (Meta)

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Meta is also donating $5 million to Louisiana Delta Community College to create scholarships for residents training for data center jobs

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Beginning with the class of 2026, all Richland Parish high school graduates will be eligible for full scholarships for data center-related trade programs.

The scholarship effort comes after Meta announced in June that it is launching America’s Workforce Academy, a new skilled-trades training program with free tuition and guaranteed jobs for graduates.

FOX Business’ Eric Revell contributed to this report.

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Trump to reinstate naval blockade of Iran ports and impose Strait of Hormuz charge

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US President Donald Trump wearing a yellow tie, white shirt, blue suit and American flag pin. He stands at a microphone and is pointing, his mouth open.

In Trump’s Truth Social post on Monday, he insisted the strait “will remain OPEN, with or without Iran”.

“The U.S.A. will be, from this point forward, known as “THE GUARDIAN OF THE HORMUZ STRAIT,” but as such, and as a matter of FAIRNESS, will be reimbursed, at the rate of 20% on all cargo shipped, for any and all costs necessary to do the job of providing safety and security to this very volatile section of the World,” he wrote.

The US president added that “the process and formation will begin immediately”.

His comments came shortly after he told Fox News the US would “probably run” the Strait of Hormuz, claiming that Iran “broke” a deal that was made with the US.

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“We are taking over the strait,” he said.

Later on Monday, US Central Command (Centcom) said its forces “will resume blockading maritime traffic entering and exiting Iranian ports” on 14 July.

“The US military continues to support traffic flow through regional waters for all vessels not violating the blockade,” a Centcom statement said.

Responding to Trump’s announcement, Iranian Foreign Minister Abbas Araghchi wrote in a post on X: “POTUS is absolutely right. Whoever provides secure and safe passage of commercial vessels through the Strait of Hormuz should be compensated for this service.”

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He continued: “Iran has always been the GUARDIAN of the Strait and will remain so FOREVER.”

“20% is of course too much. We will be fair,” Araghchi added.

Meanwhile, a spokesperson for the International Maritime Organization – the UN agency regulating global shipping – was quoted by Reuters news agency as saying that “IMO stands firmly against charging fees for passage through straits used for international navigation”.

“There is no legal basis through which to introduce mandatory tolls simply to transit through a strait,” the spokesperson added.

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Before Trump’s announcement, Iran’s top military headquarters said it would not allow the US to “interfere in the management” of the Strait of Hormuz.

In a statement shared by Iranian media, Ebrahim Zolfaghari, spokesperson of Khatam al-Anbiya, said “repeated adventurism and malicious actions” from the US in the strait have “seriously endangered regional security, international trade and the passage of oil tankers and commercial vessels”.

Any cooperation with the US would be considered an act of “war” against Iran’s sovereignty, he added, warning that if the conflict spreads “the flames of war will engulf all the countries of the region”.

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Nasdaq Falls Over 1 Percent as Tech Stocks Slide on Profit Taking and Geopolitical Jitters

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The tech sector led record gains in the S&P 500 index. Pictured: a man with umbrella walks past the New York Stock Exchange.

NEW YORK — The Nasdaq Composite declined 277.14 points, or 1.05 percent, to 26,004.46 on Monday amid renewed weakness in technology and semiconductor shares, as investors locked in gains from recent rallies and weighed ongoing uncertainties from the Middle East.

The drop extended early session losses, with the S&P 500 slipping modestly while the Dow Jones Industrial Average posted small gains, illustrating continued rotation away from high-growth names. Technology-heavy indexes bore the brunt of selling pressure following last week’s strength tied to artificial intelligence enthusiasm and major listings.

Chip stocks were among the hardest hit. SK Hynix’s American depositary receipts fell sharply after a strong Nasdaq debut on Friday, contributing to broader sector declines. Micron Technology, SanDisk and other memory and storage names also traded lower. The Philadelphia Semiconductor Index fell several percent as the group digested profit-taking after an extended run.

Analysts described the moves as a healthy correction rather than a reversal of the AI investment theme. Mohamed El-Erian, chief economic adviser at Allianz, said in a CNBC interview that markets are viewing recent U.S.-Iran tensions as likely contained. “The market is assuming that this clash will remain localized,” he noted, pointing to indications that neither side seeks full escalation.

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Oil prices rose on supply disruption fears linked to the Strait of Hormuz but pared gains later. West Texas Intermediate crude settled near recent levels, providing some support to energy names in the Dow while pressuring broader risk assets.

The session highlighted the market’s sensitivity to rotations. After SK Hynix’s landmark $26.5 billion U.S. listing helped boost sentiment, some investors shifted positions, leading to weakness in related names. SK Hynix remains a key player in high-bandwidth memory for AI applications, with strong long-term demand expected from hyperscalers and model developers.

Focus is rapidly shifting to corporate earnings season, which kicks off in earnest this week. Major banks including JPMorgan Chase, Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and Wells Fargo report results, followed by technology and consumer names. FactSet projects S&P 500 companies will deliver average second-quarter earnings growth of more than 23 percent year-over-year.

Larry Adam, chief investment officer at Raymond James, maintained optimism about AI spending. He cited projections for capital expenditures to continue expanding through 2028, driven by demonstrated returns from AI adoption. “AI-related mentions in S&P 500 earnings calls hit a record high, up 98 percent from last year,” he added.

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The Nasdaq’s performance this year remains robust overall, propelled by megacap technology companies. However, Monday’s decline serves as a reminder of the sector’s volatility even as underlying fundamentals in AI infrastructure appear solid.

Geopolitical developments added a layer of caution. Reports of Iranian actions and U.S. responses in the Gulf region contributed to energy price swings and selective risk-off flows. Markets have so far absorbed the news without broader disruption, focusing instead on company-specific catalysts.

Federal Reserve policy remains a background factor. Recent signals have kept rate expectations anchored, with potential for support if inflation continues moderating and growth holds steady.

For the semiconductor space, SK Hynix’s listing and subsequent trading activity provide insight into investor appetite for AI supply chain exposure. The company’s dominant market position and production ramp for advanced chips position it well for sustained growth, despite near-term fluctuations.

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The Dow’s relative strength reflected gains in financials, industrials and energy. Banks preparing for earnings offered a counterbalance to tech weakness. The divergence across indexes underscores healthy market breadth even during sector rotations.

Volume increased in technology shares as traders repositioned. Smaller growth names faced additional pressure compared to large-cap leaders.

Analysts caution that while enthusiasm for AI persists, periodic pullbacks are normal after sharp advances. Elevated valuations in parts of the sector invite selective selling, creating opportunities for patient investors.

SK Hynix’s performance will continue to be monitored as its ADRs trade under the regular ticker. The premium to underlying shares may adjust as liquidity builds and arbitrage activity increases.

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Broader indexes trade near recent highs, buoyed by corporate earnings resilience and expectations around policy. The S&P 500’s modest loss kept it in positive territory for the year, with technology remaining the key driver despite Monday’s setback.

As the week advances, reports from Netflix, Johnson & Johnson and others will offer further clues on consumer trends and corporate health. AI-related commentary in earnings calls is expected to draw particular attention.

Monday’s trading exemplifies the market’s ongoing balancing act between innovation-driven growth and caution around external risks and valuations. The Nasdaq’s slide provides a pause after recent momentum, with focus turning to fundamentals in upcoming reports.

For participants, the session reinforces diversification benefits. Technology leads during expansions, but other sectors offer stability during adjustments. The Dow’s gain amid Nasdaq weakness highlights this pattern.

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The Federal Reserve’s path and fiscal developments will influence the backdrop. Solid earnings could reinforce the rally, while surprises in AI investment or geopolitics might test nearby support.

SK Hynix and the chip sector serve as important sentiment gauges for AI. Their stabilization post-listing volatility could support broader technology recovery.

Markets closed mixed but within familiar ranges. The day sets up a data-intensive week with potential to clarify near-term direction for equities.

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East West Bancorp: Attractive Returns, Opaque Risks

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East West Bancorp: Attractive Returns, Opaque Risks

East West Bancorp: Attractive Returns, Opaque Risks

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Brazil Potash Corp: Autazes Economical, Strategic, But Considerable Reflexivity Risks

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Brazil Potash Corp: Autazes Economical, Strategic, But Considerable Reflexivity Risks

Brazil Potash Corp: Autazes Economical, Strategic, But Considerable Reflexivity Risks

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CrowdStrike's Valuation Is At Nose Bleed Levels

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CrowdStrike's Valuation Is At Nose Bleed Levels

CrowdStrike's Valuation Is At Nose Bleed Levels

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Volkswagen CEO warns up to 100,000 jobs may be cut in restructuring

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Volkswagen CEO warns up to 100,000 jobs may be cut in restructuring

Volkswagen’s leadership is warning that the company may need to cut an extra 50,000 jobs to stay competitive with auto industry rivals, according to an internal memo sent to staff.

The German automaker previously announced plans to cut 50,000 jobs across the company, including at its subsidiaries Porsche and Audi, and CEO Oliver Blume said in a memo reviewed by Reuters that further cuts are needed because Volkswagen is operating at a 20% cost disadvantage relative to its competitors.

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The memo said that situation means a “theoretical deduction” of another 50,000 jobs across the company’s worldwide footprint, effectively confirming prior reports that Volkswagen was weighing up to 100,000 job reductions.

“We are currently assessing across all brands, companies and regions how many adjustments are actually necessary and feasible,” Blume said in the memo, according to Reuters.

VOLKSWAGEN RECALLS NEARLY 50,000 VEHICLES OVER SERIOUS ENGINE FIRE RISK FROM FAULTY WIRING

Volkswagen's plant in Tennessee

Volkswagen is weighing an additional 50,000 job cuts on top of the previously announced layoffs of 50,000 workers amid a restructuring effort. (Elijah Nouvelage/Getty Images)

Volkswagen is Europe’s largest automaker but has seen its profits slump amid higher tariff costs, tough competition in the Chinese market and pressure on its German manufacturing network to become more efficient.

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Blume said in the memo that he prefers “intelligent solutions” over the closure of facilities, and previously suggested that underutilized factories could be used for the defense industry or to produce Chinese Volkswagen models in Europe.

UBER PARTNERS WITH CHINESE TECH GIANT TO ROLL OUT DRIVERLESS VEHICLES ACROSS MULTIPLE GLOBAL MARKETS

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VWAGY VOLKSWAGEN AG 8.2665 +0.06 +0.69%

He said in the memo that looking into the next decade, the company “still cannot confirm competitive use cases for the plants of Emden, Hanover, Zwickau and Neckarsulm in the 2030s.”

The company’s leaders have faced angry calls from workers for the automaker’s management to explain its restructuring plans, which Blume presented to a supervisory board on Thursday.

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POLESTAR BANNED FROM US MARKET UNDER RULE TARGETING CHINA-LINKED CONNECTED VEHICLES

A Volkswagen dealership in Florida

Volkswagen is looking to halve its lineup of models amid a push to restructure more efficiently. (Eva Marie Uzcategui/Bloomberg via Getty Images)

Reuters reported that sources familiar with the matter said labor representatives on the committee blocked proposals that were said to include job cuts and the possible closure of four factories.

Volkswagen’s statement after the meeting with stakeholders didn’t discuss job cuts or plant closures and instead announced plans to further reduce production capacity and gradually halve its lineup of models.

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“Of course, it’s understandable that not everything has been planned out down to the last detail yet, and that certain issues still need to be further discussed and evaluated,” Blume said in his message to workers. “There will certainly be more meetings in which we will work hard to find the best solutions.”

Reuters contributed to this report.

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