P&L (6 July 2026)
Decent Bounce from the Chips Sector today. Following a sharp multi-day pullback, the semiconductor sector staged a strong rebound today as opportunistic dip-buyers breathed new life into the artificial intelligence trade. Major industry anchors like $NVIDIA(NVDA)$ $Broadcom(AVGO)$ which caught a lift from an expanded partnership with Apple—and $Marvell Technology(MRVL)$ paced the sector's recovery, helping propel the tech-heavy Nasdaq Composite higher. While Wall Street continues to debate valuation sustainability and the long-term runway for hyperscaler spending, today's bounce underscores that investor appetite for core AI infrastructure plays remains highly resilient heading into the upcoming second-quarter earnings season.
For Space Sector, we have somewhat of a pullback today with $Rocket Lab USA, Inc.(RKLB)$ down about 4% but I'm not worry and Rocket Lab investors shouldn't as well as we know what Rocket Lab is and what potential it holds. $Ondas Holdings Inc.(ONDS)$ rises today as well by more than 4% as it looks to buy DZYNE Technologies for $875.8 Million dollars as it looks to expand its defense business. Ondas Inc. is without doubt something to look forward to in the near future.
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