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Day: July 3, 2026

BofA Says Three Hikes. The Market Is Only Pricing Two. Someone Is Wrong.
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BofA Says Three Hikes. The Market Is Only Pricing Two. Someone Is Wrong.

The gap between Wall Street’s boldest Fed call and actual market pricing is the trade of the second half.

July 3, 2026
Rivian Just Surprised Everyone
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Rivian Just Surprised Everyone

July 3, 2026 Rivian Just Surprised Everyone The delivery beat was one thing. What came with it is worth paying…

July 3, 2026
Micron Just Posted the Biggest Quarter in Its History
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Micron Just Posted the Biggest Quarter in Its History

Revenue nearly quadrupled year over year. The AI memory supercycle is just getting started.

July 3, 2026

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