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According to data compiled by Citigroup, by one measure, the cost of bullish options on technology stocks relative to the S&P 500 Index is at its highest level since 2007.

Golden Ten Data July 3rd｜D.A. Davidson analysts Gil Luria and Lucky Schreiner wrote in a report that the tense relationship between Anthropic and the U.S. Department of Defense highlights the need to build an orchestration layer on top of AI models, underscoring Palantir's advantages. They stated that companies building their businesses directly on top of Anthropic models could face "catastrophic" disruptions due to government restrictions on access, whereas Palantir can smoothly switch the underlying models for its services. D.A. Davidson analysts wrote: "We believe this development eliminates the biggest potential threat facing Palantir, which is the notion that enterprises will turn to Anthropic and OpenAI to solve their greatest challenges." Palantir’s stock price rose by 2.5%.

```htmlGolden Ten Data July 3｜Meta's brand-new AI social app Pocket has been launched in batches in some regions. Meta defines this product as a platform for creating, sharing, and exploring interactive mini-programs with friends. Simply put, it's a small interactive game that users can generate by entering prompts. Meta provides an official definition: gizmo is AI-generated, interactive, and directly playable fun content. Meta's app matrix has long since expanded beyond just Facebook, Instagram, and WhatsApp. The company has successively launched new social software such as Threads and Forum, and has also released multiple AI applications, continuously ramping up its artificial intelligence business. According to previous reports, Meta acquired the R&D team from Atma Sciences, a company that had developed an app called Gizmo; Meta also obtained a non-exclusive license for the startup's technology. At that time, Meta did not disclose financial details of the transaction. Several months after acquiring the team, Meta launched the standalone app Pocket, bringing the gizmo interactive content model to fruition.```