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Monday, July 6, 2026

Minor Notes -- July 6, 2026

Locator: 51124INVESTING.

Samsung earnings: incredible.  2Q26 profit, preliminary guidance: hit a record.

World's largest proposed data center is now officially dead: Virginia. 

  • my hunch: developers / proponents of this deal will now move to Texas

SPCX officially joins the NASDAQ-100: tomorrow. 

Toyota: moving $3.6 billion Tacoma pickup manufacturing from Mexico to Texas.  Wow. San Antonio.

Ford-Micron chip deal: you can howl at the wind, but AI is here to stay.