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Anthropic Explores Samsung 2nm Foundry Deal for Custom AI Chip — Samsung Foundry Backlog Targets 50 Trillion Won

Anthropic is in early-stage talks with Samsung Electronics to manufacture a custom AI chip using Samsung Foundry's 2-nanometer process and advanced packaging technology, according to The Information. The deal would add Anthropic to Samsung Foundry's growing AI client list alongside Tesla, Meta, and Nvidia. The development pressures Nvidia's dominant position in AI inference and signals a broader industry shift toward proprietary ASIC alternatives, echoing OpenAI's recent Broadcom 'Jalapeño' inference chip announcement.

Gold Climbs 1.47% to $4,183 as 57K Jobs Print Deflates Fed Hike Bets — Dollar Falls to Two-Week Low

Gold futures rose 1.47% to $4,183.45 per ounce on Friday as the dollar fell to a two-week low after the June jobs report showed only 57,000 new positions — well below the 110,000 forecast — sharply reducing expectations for Federal Reserve rate hikes. Gold had bounced from an eight-month low below $4,000 earlier in the week, and the payroll miss now extends that rebound. J.P. Morgan forecasts gold averaging $6,000 by year-end 2026 if geopolitical tensions remain elevated.

Micron Technology Falls 10.6%, Sandisk Drops 10.6%, Intel Loses 9% — Semiconductor Rout Wipes Out $1T+ in One Session

Micron Technology and Sandisk each plunged more than 10.6% Wednesday while AMD fell 6.9% and Intel sank 9%, as profit-taking in the AI-chip complex erased more than $1 trillion in semiconductor market value. The VanEck Semiconductor ETF lost 5.4%. South Korea's Kospi collapsed 7.89% overnight in response, with SK Hynix down over 12%. Analysts attributed the selloff to valuation fatigue after the sector's extraordinary first-half run rather than any fundamental deterioration.

Meta Platforms Rises 8.8% on Meta Compute Cloud Launch — $145B AI Capex Strategy Reframed as Revenue Asset

Meta Platforms jumped 8.8% after Bloomberg reported the company plans to launch Meta Compute, a cloud business selling excess AI computing capacity and model access externally to compete with AWS, Azure, and Google Cloud. The move reframes Meta's $125 billion to $145 billion 2026 capital expenditure plan from a spending concern to a potential revenue engine. CEO Mark Zuckerberg's pivot offered the single biggest counterweight to Wednesday's broad semiconductor and tech selloff.

Semiconductor Stocks Fall 7–9% in Premarket — Rate-Hike Fears and Profit-Taking Hit Micron, SanDisk, Nvidia After Record Q2

Micron Technology fell 7%, SanDisk dropped 9%, and Nvidia shed 2.5% in premarket trading as investors took profits following the best quarter for chips since the sector's inception, with rate-hike fears amplifying the selling. The VanEck Semiconductor ETF gained 82% in the first half of 2026. Thursday's hotter-than-expected PCE print gave traders additional cover to trim exposure in the year's most crowded trade as the second half of 2026 begins.

Shutterstock Plunges 28% as Getty Images Terminates $3.7 Billion Merger — UK CMA Editorial Divestiture Condition Rejected

Shutterstock fell 28% in premarket trading after Getty Images announced it will terminate their $3.7 billion merger agreement by July 6, refusing the UK Competition and Markets Authority's condition that Shutterstock divest its editorial business. Getty's board voted unanimously against the divestiture and will now pursue a special mandatory redemption of its 10.5% senior secured notes due 2030 while engaging a financial advisor to explore strategic financing alternatives.

SK Hynix Market Cap Hits $1.35B Trillion, Overtakes Samsung — First Change in Korea's Top Spot Since 2000

SK Hynix shares jumped 5.7% to push its market capitalization to roughly $1.35 trillion, briefly overtaking Samsung Electronics as South Korea's most valuable company for the first time in 26 years. The milestone reflects SK Hynix's dominant 61% share of the high-bandwidth memory market that supplies Nvidia's AI accelerators, with shares up more than 340% year-to-date. The move reinforces bullish sentiment toward US memory peer Micron Technology and AI infrastructure names.

SLS Surges 17.66%: Unpacking the Catalyst Behind the Stock's Sharp Increase

SLS sees a significant one-day surge. Analysts point to a combination of sector rotation and overlooked earnings potential as key drivers.

BTC Stabilizes Around $59,811: Crypto Market Awaits Next Catalyst Amid Quiet Trading

Bitcoin's stability around $59,811 reflects a waiting game for the next significant crypto market catalyst, with eyes on regulatory updates and adoption news.