Megacap Technology
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Meta’s Antitrust Victory, Salesforce’s Deal, and iPhone’s China Reign
Stocks declined, pressured by tech valuation concerns. The Club increased Home Depot, reduced Disney, capitalized on Eli Lilly, and added Nike. P&G was initiated for defensive exposure. Salesforce closed the Informatica deal early but faces investor skepticism. Meta won its antitrust battle, boosting its stock. Apple saw a surge in China iPhone 17 sales. Key events this week include earnings from TJX, Nvidia, and Palo Alto Networks, plus the Fed minutes release.
