Memory Chips Rip Again + Broadcom Wins Apple ASIC Deal Through 2031 | July 6, 2026 – Morning Market Briefing

Andrew and Tom discuss memory chips ripping again with ASML and LRCX up 5% on the SK Hynix listing, Broadcom's new multi-year custom ASIC deal with Apple through 2031, Solstice's $14.5 billion cash-and-stock acquisition of Element Solutions with Goldman advising, and Mario Draghi's proposal to restructure the EU into smaller blocs to unlock growth.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure