AMZN received a $350 price target from Morgan Stanley, implying about 40% upside; the firm also raised its AWS growth forecasts to 47% for 2027 and 42% for 2028. ARK’s 2031 TSLA base case is $4,400 per share. MSFT reportedly withdrew from a UK data center deal with Nscale, while SPCX was cited in Elon Musk’s pledge to give each American child one share.

Korean stocks Samsung Electronics and SK Hynix fell 3% and 6%, respectively; SPY put-option notional volume reached a record $3.3T. JPMorgan raised its AI data-center spending forecasts and named CRDO, LITE, COHR, APH, ANET, CLS, CIEN, GLW, and FN as potential beneficiaries. The post also lists options activity for NVDA, TSLA, AMZN, AAPL, MU, INTC, CRWV, META, and AMD.