Equity News

A sharp selloff in U.S. government debt has pushed 30-year Treasury yields to their highest level since 2007, prompting major financial institutions to warn of systemic market risks tied to inaction on monetary policy and ballooning federal debt.

The seven-year agreement is part of the Department of War’s Arsenal of Freedom and covers Tomahawk production for the U.S. Navy.

Bernstein expects SpaceX to generate about $600 billion in revenue by 2031, well below the company’s target of $1 trillion in annual revenue by 2030.

During the Q2 earnings call, Saylor said a stronger credit business could ultimately support a higher equity premium for MSTR shareholders.

Stergiou highlighted a Phase 2 study published in the Blood Advances journal that evaluated a maintenance therapy in 17 children with hard-to-treat acute leukemia following stem-cell transplants.

Goldman Sachs was the most bearish, pointing to market share losses, lower profitability and muted trading activity.

Alibaba has unveiled its compact Qwen3.8-27B model, designed for local laptop deployment, intensifying the global competition with Meta for dominance in open-weight artificial intelligence.

Treasury Secretary Scott Bessent said on X that the rulemaking was aimed at ensuring that the U.S. remains “the crypto capital of the world."

Morgan Stanley said if AWS meets its revenue forecast, it could generate roughly $500 billion in earnings before interest and tax, according to The Fly

During an interview with The Information, CFO Jason Child said that Arm is likely to stick to acquisitions, such as the networking startup DreamBig, as it expands its focus.

Lee also said he expects “easing financial conditions to be a tailwind for crypto,” adding another potential catalyst to his Ethereum thesis.

Druckenmiller’s Duquesne Family Office disclosed a new $23.2 million position in Hyperliquid Strategies, amounting to 2.94 million shares as of June.

Duos Technologies said that the agreements cover an aggregate 55 MW of AI facility capacity across multiple U.S. data center sites

Nvidia will guarantee land, power, and shell infrastructure covering about 4.25 gigawatts of initial capacity over 20 years.

Uber Eats customers in participating markets will be able to receive restaurant orders and other items through Zipline’s autonomous drones, potentially within minutes.

During an interview with CNBC, Brockman cautioned that OpenAI is learning that human-written code is full of security vulnerabilities, warning of a “tech debt” that is building over time.

BofA reiterated its ‘Buy’ rating on Micron and a $1,550 price target, implying an upside potential of about 59% from current levels.

This comes as Serve Robotics looks to put more robots to work following its recent split with Uber Eats, with the company also launching a new micro-depot model and expanding beyond sidewalk delivery.

The pause in Strategy’s Bitcoin sales comes after the company sold 6,948 BTC for roughly $431.8 million since late May.

EyePoint posted the results for its Phase 3 Lugano trial, which compared its Duravyu therapy with Aflibercept, the standard treatment for wet AMD.

According to a Fox News report, Trump issued the threat when asked about parallel talks between Iran and Oman over control of the Strait of Hormuz.

Phillip Securities reiterated a ‘Sell’ rating and price target of $75 for SpaceX, according to a report by investing.com.

Piper Sandler analyst Patrick Moley gave a the stock an ‘Overweight’ rating with a $22 price target.

According to TheFly, Rothschild & Co. Redburn analyst Timm Schulze-Melander upgraded Apple to ‘Buy’ from ‘Neutral’.

The contract calls for the deployment of 2,016 Nvidia Blackwell Ultra GPUs at HIVE's Bell AI Fabric facility in British Columbia.

Retail sentiment on Stocktwits remained ‘bullish’ on SPY and moderated to ‘neutral’ on QQQ.

Citi, BofA and Baird raised the price targets on NBIS following the neocloud operator's upbeat quarterly report.

Critical Metals advances Tanbreez drilling, construction and pilot-plant work.

SanDisk issued bullish targets for 2030 last week, prompting analysts to raise their price targets on the memory chipmaker’s shares.

Morgan Stanley has raised the price target on Klarna to $21 from $18 and keeps an ‘Equal Weight’ rating on the shares, implying an upside of about 1% from its last close.

The move comes as Alibaba's Qwen models surpass 3 billion downloads, putting its open-source AI push in competition with U.S. players including Google and Meta.

As passage of oil through the Strait of Hormuz remains shrouded in uncertainty, the world's largest oil companies are stocking up their cash reserves, according to The Kobeissi Letter.

Reports say Anthropic could be valued at upwards of $2 trillion.

The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.

Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility.

Goldman increased its stake in Sellas by 5.2% to 585,035 shares, worth $8.64 million.

AVGO dipped 6% on Friday, piquing interest among retail investors ahead of the chipmaker's quarterly report due early next month.

Telsey, Truist, and Deutsche Bank raised Target’s price targets ahead of fiscal second-quarter 2026 earnings.

Wolfe Research analyst Peter Supino downgraded T-Mobile US stock to ‘Peer Perform’ from ‘Outperform’ without a price target.

Mizuho said Grok 4.6 is “roughly in line” with newer OpenAI and Anthropic models, with its performance, pricing and Cursor distribution supporting enterprise gains.

JANA Partners Management now holds about 3.66 million FISV shares worth nearly $180 million as of the second quarter, down from 4.44 million shares worth about $247.5 million in the previous quarter.

The stock rallies were fueled by bullish analyst targets, stronger demand expectations and AI-driven growth catalysts.

Oscar Health CEO Mark Bertolini identified uncovered GLP-1 drugs as a potential use case for Hims on the marketplace.

Gains in KOSPI could push Micron shares on Monday, retail traders said.

Nio could reach breakeven in 2027 with $348 million in net profit, but Morningstar expects cash burn to persist for “at least a couple more years.”

Dow futures were down 0.09%, while the S&P 500 futures climbed 0.09% and the Nasdaq-100 futures were up 0.25% at the time of writing.

Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.

U.S. tech firms are flooding credit markets with debt to fund investments in AI.

Nano Nuclear stock is up 23.57% so far in August, slightly beating May’s 23.5% returns already.

Upcoming catalysts include Golden Dome work, a 2027 lunar mission and NASA’s estimated $10 billion-plus CLPS 2.0 program.