Global News

The U.S. struck three Iranian oil tankers on Saturday, while Iran’s Islamic Revolutionary Guard Corps (IRGC) responded by striking three tankers and three U.S.-linked vessels in other areas.

Stephanie Roth told Bloomberg TV the Federal Reserve’s decision on interest rates will ultimately hinge on inflation, which is due next week.

According to a Reuters report, some Chinese suppliers are refusing to ship rare earth materials to U.S. customers, ahead of President Xi Jinping’s U.S. visit later this month.

Analyst Gene Munster predicted Tesla would add 300 Cybercabs in Austin over the next month, calling it “just the start.”

Oppenheimer raised its SpaceX target to $280, while Gavin Baker said orbital data centers could eventually propel its valuation to $20 trillion.

Wall Street removed the Angelman program from valuation models, slashing price targets by as much as 76% and issuing multiple downgrades.

Microsoft, Alphabet, CrowdStrike and other tech leaders welcomed the deal, spotlighting open models’ accessibility and security benefits.

Rocket Lab’s Electron offers dedicated launch dates, orbits and mission profiles, unlike shared Falcon 9 rideshare missions.

On Friday, markets will watch August’s nonfarm payrolls data for more cues on the U.S. economy and the potential interest rate trajectory.

Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.”

Cybercabs were spotted across Austin and Miami as Tesla’s Texas robotaxi fleet reached 420 vehicles.

Burry also attacked the $17.2 million spent on Karp’s aircraft in 2025, dubbing it the “$17.2 million mile-high club.”

ASTS offers “damn compelling” direct-to-cell potential, but Feroldi warned that “50 things” could go wrong before commercialization.

Morningstar called Nio’s 2027 growth target “too optimistic” as subsidies fade and costs rise.

While Broadcom and Hewlett Packard Enterprise posted disappointing results, sending shares lower overnight, Dell shares surged after blockbuster results.

SpaceX could retain all AI revenue generated through Cursor and Grok or capture around 50% when selling computing capacity to outside customers.

Rocket Lab maintained its perfect Synspective record, with 16 more missions booked through 2030.

Chevron is set to invest more than $7 billion over the next five years in Venezuela and more than double production compared with 2026 levels

Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.

The FDA reported more than 1,700 adverse events involving compounded Semaglutide and Tirzepatide

Gary Black said Uber “should win easily” by offering autonomous vehicles from multiple operators on its platform.

The September trading session started with escalating tensions with Iran after the U.S. launched fresh attacks on the Middle Eastern country near Hormuz.

The Q4 target implies more than 120,000 deliveries, at least 8% above the top end of its Q3 forecast.

Director Adriana Cisneros disclosed 10,822 open-market share purchases worth about $619,200.

Rocket Lab had proposed an Explorer-based Mars orbiter featuring optical communications and said it felt “strongly positioned” to win.

BofA retained a ‘Buy’ rating on RKLB with 72% implied upside, but maintained ‘Underperform’ ratings on RDW and LUNR.

Morgan Stanley expects orbital compute to generate over 80% of SpaceX’s launch revenue from 2032.

Main-brand deliveries doubled to 21,174 in August, while Onvo deliveries plunged 46.4% to 8,810.

According to a report from Reuters, Exxon Mobil, Chevron, GE Vernova, as well as India's ONGC, Italy's Eni, and Colombia's GeoPark are close to closing energy deals in Venezuela after months of negotiations.

Retail traders viewed the Merida acquisition as evidence that Big Pharma will pay rich premiums for immune-focused platforms.

Tesla added 38 Cybercabs to its Robotaxi fleet, bringing the Texas DMV-registered total to 45.

Japan’s Radio Regulatory Council endorsed the proposed 700 MHz direct-to-smartphone framework, with final regulations expected shortly.

All three indexes ended August higher, bolstered by strong earnings from marquee names and stronger investor sentiment despite a turbulent month when Treasury yields jumped to historic highs.

ARK bought 200,303 RKLB shares through its flagship ARK Innovation ETF, a $12.8 million transaction.

Musk agreed that long-promised Tesla and SpaceX projects are turning into factories, vehicles and firm launch dates.

A presidential commission has 120 days to recommend the academy’s curriculum, governance, location, admissions and service requirements.

Analyst Patrick Moorhead said he saw as many Tesla Cybercabs as Waymo vehicles downtown, potentially ahead of the Sept.3 event.

The Synspective “Owl Around The World” mission is now scheduled to launch no earlier than Sept.1.

US Mobile is also targeting Starlink Direct to Cell by late Q4 as part of its “terrestrial + celestial” strategy.

Patrick De Haan, an analyst at GasBuddy, believes that even with the deal with Venezuela, oil and gas prices will take years to stabilize.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

An AstraZeneca sales executive called the Phase 3 Regal trial a “game changer” for AML patients in their first or second complete remission.

Paolo Ardoino questioned why depositors would prefer fractional-reserve products to fully-reserved stablecoins and warned of repercussions if they moved their savings.

Veteran investor Lawrence Lepard expects the Fed to be forced into another round of money printing, which he says could happen in 16-18 months.

Clarida believes Warsh’s statement that the Fed has ‘work to do’ is the key message from his speech.

Mounjaro produced an 8% lower rate of cardiovascular death, heart attack or stroke than Lilly’s diabetes drug Trulicity.

Rajan pointed to strong data center investment, a large fiscal deficit, and continuous consumer spending to support his view.

Palihapitiya praised CEO Marc Benioff as “too good” and said he expects Salesforce to make good deals as the AI ecosystem evolves.

Waymo called the path from supervised Level 2 assistance to Level 4 autonomy a “false summit.”

In a post on X on Thursday, the Kobeissi Letter pointed out that energy stocks are seeing unprecedented demand from hedge funds.