Jul. 22 at 2:14 PM
7/22 Morning Watchlist
Key News:
$SMCI
→ Secured record
$60B new orders
→ Q4 margin outlook jumps to 15%-17% vs prior estimates around 8.2%-8.4%
$AMD
→ Partners with Anthropic on a 2GW AI infrastructure deal worth “tens of billions”
→
$AMD investing up to
$5B into Anthropic
$RKLB
→ Awarded a
$266M U.S. Air Force contract for 12 suborbital launches + 6 optional missions
Earnings Watch:
After the close:
$TSLA
$GOOGL
Market Focus:
Market remains stuck in a range, waiting for the next catalyst.
Keeping an eye on DELL after the
$SMCI order news.
Sticking with the same high-conviction names- now the focus shifts to how
$GOOGL and
$TSLA earnings move the market after the bell.
