Equities News

Singulus will develop high-performance solar cells and the associated production equipment under the deal for SpaceX’s Starmind satellites.

The company reported total revenue of $359.5 million for the quarter ended September 30, up 32% from $272.4 million a year earlier and roughly in line with expectations.

Nvidia shares were trading at lows last seen in March, with Microsoft overtaking the chipmaker’s market capitalization briefly for the first time since June 2025.

Brett Knoblauch, Cantor’s AI infrastructure analyst, also said he expects CoreWeave’s funding needs to be smaller than the market fears during an interview with CNBC.

Cantor Fitzgerald cut its price target to $10 from $11 but maintained an ‘Overweight’ rating, citing acquisition-related revenue recognition and upcoming Thunder/Halo and Midnight commercialization catalysts, according to The Fly.

Speaking at a joint energy conference, Logan said the current federal funds rate remains below a level she considers modestly restrictive.

Dan Ives said that Anthropic’s potential valuation of around $1.2 trillion is a “positive development” for the sector heading into next week.

Tesla has offered suggestions in response to NHTSA’s proposal to form an advisory committee to update FMVSS 108.

Kratos CEO Eric DeMarco said the partnership would give defense customers an additional option for critical launch and testing missions, with offshore platforms providing greater operational flexibility.

The integration allows healthcare organizations to execute complex workflows through Gemini while retaining existing governance, permissions, and audit controls.

Jefferies said a ‘dynamic GLP-1 environment’ would continue to cause volatility in Hims & Hers’ subscriptions

Firefly CEO Jason Kim said the agreement reflects growing customer confidence in Alpha Block II, citing its 1-ton payload capacity and responsive launch capabilities as key advantages.

Strategist Matt Orton told CNBC that Nvidia looks cheap but may not be “compelling” given its CEO investigation.

UBS sees continued opportunities in AI despite recent market volatility but cautions that investors are increasingly demanding evidence of sustainable revenue and returns from rising spending.

Cantor Fitzgerald highlighted Rocket Lab’s successful launch record, diversified rocket portfolio, growing customer base and dedicated launch facilities as competitive advantages.

The company will adapt its flight-proven Roll-Out Solar Array (ROSA) technology for a power-generation demonstration near the lunar South Pole.

Prices rose across recreation, medical care, motor vehicle insurance, household furnishings and education.

UBS expects Grand Theft Auto VI to drive a step-up in bookings, earnings, and free cash flow despite softer quarterly performance.

MoffettNathanson raised its price target to $8 from $6 while maintaining a ‘Neutral’ rating, saying Trade Desk's revenue mix ‘leaves a lot to be desired,’ according to The Fly.

Venture Global’s Q3 revenue surged 43%, while EPS exceeded consensus estimates of $0.52.

JPMorgan’s new price target of $28 on Riot implies a potential upside of around 59% from Monday’s close.

The firm cited a slower satellite launch cadence and later commercial availability as reasons for the lower price target, according to The Fly.

Digital Turbine raised its annual revenue outlook by $20 million, but it was accompanied by falling gross margins and unchanged EBITDA guidance.

According to a Reuters report, Microsoft met with White House and National Security Council officials to highlight potential shortages if the ban takes effect.

The private placement also includes Broadcom, Micron Technology, Microsoft, and TSMC Partners.

CEO Caspar Coppetti called the Cloudsurfer 3 the first proof point of On’s biggest innovation cycle, while highlighting the growth of its Cloudtilt sneaker franchise and the visibility of its latest Zendaya collection.

Analysts expect Capricor to post revenue of $10.4 million and a loss of $0.42 per share in Q3, according to Fiscal.ai data

The firm kept its $310 fair value on Nvidia but said the investigation of its CEO “may lead to” his exit.

Ahead of the CPI inflation data today, Waller said that the Fed must follow through on the rate hikes it has signaled to avoid an undesirable loosening of monetary policy.

Oil prices continued to decline as easing concerns about a potential U.S. military strike on Iran reduced fears of supply disruptions.

Wells Fargo downgraded DraftKings, while Guggenheim and Truist trimmed their price targets.

Moonshot AI accessed Nvidia’s B300 servers through a deal with Super Micro, and it's unclear whether it obtained a permit, according to a Bloomberg report.

Jason Calacanis said he bought another $1 million of Uber shares at $65, calling it half price under his valuation model.

Analyst Jeff Pu forecasts 10,000 AI racks and 5GW of SpaceX space-computing capacity by 2028.

‘GTA VI’ will release on Nov. 19, with standard and ultimate editions on offer.

Skydance posted $7 billion in third-quarter revenue and $73 million in net income, excluding Warner Bros. Discovery's results

Peptides+ launches by November’s end, offering personalized treatments, blood testing, and ongoing clinical care.

The Taiwanese contract chipmaker said October revenue rose 60%, outpacing last quarter's growth.

Cathie Wood’s ARK Investment Management purchased a total of 405,720 shares of SoFi Technologies across two exchange-traded funds on Monday.

Jefferies lowered the price target on TeraWulf, Hut 8 and Cipher Digital as part of a broader re-rating of AI Data Center companies.

Burry trimmed 25% of his SMH puts last week but retained substantial bearish semiconductor exposure.

CoreWeave’s report, followed by Nebius’s, will give investors a clearer view of the neocloud sector amid a difficult stretch.

Archer’s third-quarter loss per share fell short of expectations while the company ended the quarter with a $1.4 billion cash reserve.

Sable Offshore, Opendoor Technologies and TripAdvisor shares plunged to 52-week lows on Monday amid growing Wall Street concerns and earnings weakness.

Analysts expect no revenue and a $0.05 loss per share, versus a $0.07 loss a year earlier.

Investors showed interest in AI gaming tools, advances in cancer vaccines and future business growth.

Anthropic could list its shares on Thursday or Friday next week, according to The Wall Street Journal.

On Monday, markets rallied after a volatile week for stocks, especially artificial intelligence and technology names, which plunged last week.

Barclays viewed Verizon as a wild card and AT&T as the weakest strategic fit.

MARA Holdings’ revenue fell 35% year-over-year to $164.2 million, missing estimates of $176.13 million.