📬 OP Weekend Wire – Market Moves & Major Headlines | June 14-15 Recap
Catch up fast—here’s your OP-optimized weekend rundown of the stories making waves across the markets. These headlines could shape your trading week, and as always, we’ll be locked in with OP Chat and our On-Demand systemsto stay ahead of the noise.
🔬 $SRPT – Sarepta Halts Shipments Amid Safety Concerns
Sarepta Therapeutics suspended shipments of its Duchenne muscular dystrophy gene therapy Elevidys to non-ambulatory patients after a second reported case of acute liver failure resulted in death. The FDA is aligned with the move. Dosing in its ENVISION trial is also paused. Shares may remain under pressure as confidence in safety data gets reassessed.
🛍️ $VSCO – Victoria’s Secret Faces Activist Heat
Barington Capital has taken a >1% stake and wants a board overhaul. The activist fund is calling for a complete strategic reset focused on core products (bras), and may push to replace the majority of the board.
🚗 $RNLSY – Renault CEO to Exit
Luca de Meo, who led Renault’s turnaround, will step down July 15 to pursue new opportunities. A leadership change this close to an EV transition phase may cause uncertainty for investors in the short term.
🌐 $AMZN – Amazon Bets Big on AI Infrastructure
Amazon will invest AU$20B (US$13.3B) into data centers in Australia between 2025–2029. This is the largest public tech investment in Australian history, aimed at accelerating cloud and AI adoption.
✈️ $BA – Boeing Eyes 43,600 Jet Demand in 20 Years
Emerging markets will drive commercial air travel growth, and Boeing sees the global fleet doubling by 2044. Around 80% of in-service aircraft will be replaced—massive opportunities in fleet renewal ahead.
🧬 $JNJ – Breakthrough Myeloma Results
Johnson & Johnson’s combo therapy for relapsed/refractory multiple myeloma shows strong durable responses. The data was highlighted at the European Hematology Association Congress, possibly boosting future sales outlook.
🏭 $X – Trump Greenlights Historic U.S. Steel Deal
President Trump officially approved the U.S. Steel and Nippon Steel partnership, backed by an $11B investment plan. A National Security Agreement was signed, securing jobs and strengthening domestic steel production.
🛰️ $HON – Honeywell Eyes More M&A in Europe
Honeywell is hunting for European acquisitions, especially in defense. Leadership says they’re ready to scale up where synergies align.
📡 $CSCO – Cisco Gets Price Target Hike
Goldman Sachs lifted its PT to $67, citing enterprise networking upgrades and Wi-Fi 7 integration. Adoption may be gradual, but long-term positioning is strong.
🤖 $META – Massive AI Commitment
Meta’s new deal with Scale AI involves a $450M/year commitment for five years. That’s a major chunk of Meta’s AI budget and signals serious intent to control more of the AI stack.
🛢️ Geopolitical Impact Recap
Israel’s latest strike on Iran roiled global markets. Gold surged to a record $3,433/oz, and oil spiked 7.2% to $72.97/bbl. The S&P 500 lost the 6000 level, dropping 1.13%, while the Dow shed 1.79%. Treasuries failed to attract strong safe-haven flows—10-year yields rose to 4.41% as inflation fears stayed top of mind.
🚨 OptionsPlayers Takeaway:
No matter the drama—wars, biotech shocks, activist shakeups—our On-Demand course systems and Chat have you covered. From Secret Sauce confirmation plays to Green Goose gap swings and AC&I levels, we trade volatility, not headlines.
We’ll see you bright and early tomorrow in OP Chat as we fire up another week of stacking gains with precision.
#StackYourGains | #OptionsPlayers | #OPWire
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