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Friday's flow saw aggressive call buying in MPC, with total premium reaching $1.0M, all directed to calls. The largest print was a $1.0M sweep for the $240 calls, alongside a notable $267K sweep for the Aug 21 $310 calls. Calls have been building for 11 sessions as MPC prepares to report earnings in 18 days.

1m reaction (2m pre -> release -> +1m): - SPCX: 125.66 -> 129.09 -> 129.19 (+2.81% 1m)

Reported: arrangement would be similar to the deals SpaceX signed with Anthropic and Google to share data-center space, sources say - WSJ $SPCX

Apple Raises Apple Music and Apple One Subscription Prices $AAPL Apple increases the monthly Apple Music subscription price to $11.99 from $10.99 | Apple raises prices for select Apple One subscription intends | Apple One Family plan increases to $27.95 from $25.95 per month | Apple One Premier plan increases to $39.95 per month from $37.95

Taylor Farms Says Based On Information Provided By FDA, Taylor Farms De Mexico Is Voluntarily Removing All Iceberg Lettuce Sourced From Central Mexico; No Taylor Farms Branded Salads Or Kits Are Associated With This Cyclospora Outbreak; No Taylor Farms Branded Salad Kits Contain Iceberg Lettuce; As Potential Source Of U.S. Outbreak, We Have Removed All Iceberg Lettuce From Region Indefinitely $YUM

10m reaction (2m pre -> release -> +10m): - MU: 874.74 -> 871.77 -> 878.94 (+0.48% 10m)

QUICK SPARK: Micron, SanDisk Now Among Cheapest Nasdaq 100 Stocks $MU

1m reaction (2m pre -> release -> +1m): - MU: 874.74 -> 871.77 -> 872.04 (-0.31% 1m)

🟥 Piper Sandler · analyst price targets (3) 📈 $BSVN $57→$61 📈 $CBSH $59→$66 📉 $NFLX $115→$85

'Biotech Abivax re-engages investment bank Centerview for Big Pharma takeover talks' - La Lettre $ABVX

Friday's flow saw NVDA with a total of $4.6M in options, 87% of which were calls, indicating aggressive positioning ahead of earnings. Notable prints include a $1.8M sweep for the Jul 24 $210C and a $1.3M sweep for the Jul 24 $205C, with calls building over the last 9 sessions.

🟥 Morgan Stanley · analyst price targets (3) 📈 $IVZ $29→$30 📈 $LECO $250→$253 📉 $NFLX $90→$83

BREAKING: Deal Dispatch: Uber Buys Delivery Hero For $14.8 Billion, Eli Lilly Acquires AtaiBeckley, Lulu’s Fashion Considers Strategic Alternatives $ATAI

Liberty Global shares are trading lower amid possible sympathy with Netflix after the company reported worse-than-expected Q2 sales results, issued Q3 guidance below estimates and narrowed its FY26 sales guidance with its midpoint below estimates. $LBTYA

10m reaction (2m pre -> release -> +10m): - AAPL: 331.64 -> 332.61 -> 330.5 (-0.34% 10m)

Reported: Apple in early settlement talks with US DoJ over antitrust suit. $AAPL

1m reaction (2m pre -> release -> +1m): - AAPL: 331.64 -> 332.4 -> 332.4 (+0.23% 1m)

Friday's flow shows aggressive call positioning in AXP with 100% call-heavy prints totaling $1.7M, including a notable $1.7M sweep for Dec 2028 $390C. Calls have been building for 9 sessions as earnings approach in 7 days. The largest print also includes a $99K block in Dec 18 $320P.

This Novartis Drug Could Help Delay Dialysis—FDA Grants Full Approval $NVS

Friday's flow saw aggressive call sweeps in AAPL, totaling $1.8M, all directed to calls as positioning builds over 12 sessions. The largest print was a $1.8M sweep for the Oct 16 $300C, with notable action also in a $270K sweep for the Sep 18 $310P. AAPL reports in 13 days after close.