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SoftBank, PayPay Eye Stake in Seven & i to Deploy AI, Robots at 7-Eleven
SoftBank and PayPay consider investing several hundred billion yen in Seven & i Holdings to deploy AI and robots at 7-Eleven stores. Sumitomo Mitsui Card may also join the deal.
Trump Switches to Old Air Force One Over Iran Security Fears—July 9
Trump used the older Air Force One to leave Turkey after Secret Service cited security concerns about the Qatar-gifted jet’s defensive systems. The new plane lacks laser and countermeasure technology of the original.
Apple Inc. Stock Up 0.90% After Broadcom Supply Deal as Hedgeye Predicts 23% Downside
Apple Inc. shares rose 0.90% to around $316.21 on July 10, 2026. The gain follows a new $30 billion supply agreement with Broadcom announced July 8. Apple Inc. stock now trades near its 52-week high of $317.40. Yet Hedgeye issued a short call on July 9, forecasting a possible 23% decline. The mixed signals leave…
Google Play Store Faces Major UK Court Twist Ahead of £1 Billion Trial
Google’s Play Store is heading into an 11-week UK trial this autumn, and a new disclosure ruling has just reshaped the fight. The Competition Appeal Tribunal gave Google access to material that could carry “profound consequences” for a £1 billion claim, just two months before the case opens. Thousands of UK app developers and millions…
Firefly Aerospace Wins $13M NASA Mars Contract on July 9
Firefly Aerospace (FLY) wins $13M NASA subcontract to manufacture the aeroshell for Skyfall Mars mission launching in 2028. The contract marks the company’s first project from its Gloworks innovation lab in Texas.
Dell Stock Surges 9% on Trump Endorsement, Raising Ethics Questions—July 9
Dell stock surged 9% after Trump’s endorsement at the White House on July 6. The move marks a pattern of gains tied to Trump’s public praise, though strong AI server demand and record earnings also fuel the rally.
Palantir Stock Jumps on DA Davidson Upgrade to Buy—July 9
DA Davidson upgrades Palantir (PLTR) to Buy with $175 target. Stock down 20% YTD but analyst sees 39% upside as Q1 revenue jumps 85% and commercial deals expand.
Jim Bridenstine Warns NASA’s Artemis Moon Plan Too Complex, Lander Still Missing—July 9
Former NASA chief Jim Bridenstine warns Artemis moon lander architecture is too complicated and neither SpaceX nor Blue Origin has a working lander ready for 2028 landing.
ENB Stock Rallies as Q2 Earnings Loom, Energy Demand Surges—July 9
Enbridge (ENB.TO) trades near all-time highs ahead of Q2 2026 earnings July 31. Energy demand booming from LNG and data centres. Meyka rates ENB B+ with 3-year forecast of C$104.12.