META rose 8% on reports of a new "Meta Compute" cloud business, while "neocloud" competitors CRWV, NBIS, and IREN fell 7-10% due to potential oversupply of AI compute. MU expanded its partnership with GM for automotive memory supply and committed $200B to U.S. manufacturing, while HOOD announced a global expansion of crypto and brokerage services including a new "Robinhood Chain." Wells Fargo issued tactical buy ideas for AEIS, ARGX, CMI, KDP, MSCI, PANW, PLNT, and URI, while gold ETF GLD saw record weekly outflows of $2B.