Large cap News

Wood’s ARK Invest bought about $25.7 million of Rocket Lab shares across three funds.

Jason Calacanis bought small positions in WRD, PONY, LCID and RIVN, betting all four will be acquired within 24 months.

A newly released disclosure showed accounts held on Trump’s behalf bought SpaceX shares on July 10 and sold some on July 17.

Burry also advised shorting equipment makers Applied Materials and Lam Research at current prices.

BlackBerry said the win adds more than $100 million to QNX’s estimated future royalty backlog.

CEO Peter Beck estimated Rocket Lab could have deployed Iridium’s constellation for about $350 million instead of $3 billion.

Obesity specialist Lou Aronne said switching from a GLP-1 drug to a dual GLP-1/GIP drug could mean greater weight loss.

Lee said the Fed’s September rate hike left stocks oversold, setting the stage for a potential rebound.

Phong Le said market forces, not regulation, will push advanced AI models toward open source.

The Meta tie-up puts PayPal alongside Shopify and Stripe in Muse’s growing commerce ecosystem as the AI agent rapidly builds a consumer audience.

Microsoft is consolidating its gaming operations under fewer studios as its sweeping Xbox restructuring nears completion.

SoFi and Mastercard are exploring additional SoFiUSD use cases, including cross-border payments and remittances.

Clear Street raised price target for crypto exchange Bullish, citing that the setback in CLARITY Act could lead to adoption of tokenized stocks.

On Holding is betting on sneakers, apparel and an expansion into soccer and golf to drive high-teens annual sales growth through 2029 while maintaining its pricing strategy.

China’s Cyberspace Administration reportedly summoned representatives from all seven Chinese companies named in Anthropic’s report before narrowing its focus to DeepSeek and Moonshot.

ARK’s latest portfolio moves spotlighted IONS, VCYT, SCTX, and BEAM as the firm increased its biotech exposure alongside a major Meta purchase.

Meta surged 11% as investors embraced its Muse AI agent, which surpassed 2.5 million downloads and briefly topped Apple’s U.S. App Store.

Novo targets over $23 billion in risk-adjusted pipeline sales by 2035, excluding any contribution from future acquisitions.

SpaceX provides Tesla with compute, connectivity and capital, while Tesla contributes robots, data, energy and manufacturing expertise.

Iridium shareholders will vote on the $8.1 billion enterprise-value deal on Sept.24, with closing targeted for mid-2027.

Burry’s indirect AI bet is ERO, saying that data-center construction will intensify copper demand while new mines take 18 years to reach production.

Morningstar called Tesla a “believe-me story,” with its valuation hinging heavily on robotaxis, Optimus and other emerging businesses.

Jefferies lowered its Boeing price target and 2026 free cash flow forecast, with the firm expecting a longer path toward stable commercial aircraft production.

Moderna will showcase detailed melanoma results for Intismeran at ESMO, alongside data and trial updates exploring the personalized therapy in pancreatic and lung cancers.

Amazon is increasing its 2027 DSP investment while expanding AI-driven delivery, safety and routing technology across its last-mile network.

Coinbase will kick off its new service with IPO access to Oura’s offering later this week.

According to TheFly, Cantor reiterated its $122 target on RKLB as Rocket Lab advances the Iridium transaction and racks up another successful Electron launch.

The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

Stifel expects greater promotional activity in Western markets and a more challenging year-over-year gross margin comparison in the fiscal fourth quarter.

Einride to build the next generation of its autonomous-driving system, Einride Driver, on Nvidia’s Drive Hyperion platform.

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

Novo Nordisk’s long-term growth targets failed to ease investor concerns over Eli Lilly’s obesity-drug lead, CagriSema’s comparative performance and upcoming semaglutide patent expirations.

Merck, Mirum, Incyte and Grail are in focus this week as investors await key FDA decisions and a regulatory review involving treatments for lung disease, a rare bone disorder and cancer detection.

Markets are pricing roughly even odds of another Fed rate hike in October, leaving this week’s economic data and Fed commentary in focus.

An unverified “Wizard” account’s “+++++” status sparked Roaring Kitty comeback speculation.

Soon-Shiong owned 65.5% of ImmunityBio as of its April proxy record date.

Nio expects ES9 deliveries to reach 30,000 this week, less than four months after deliveries began.

Novo Nordisk (NVO) will hold its 2026 Capital Markets Day in London on Monday.

Morningstar expects only about 2,000 annual Roadster sales, versus nearly 1.8 million total Tesla deliveries in 2026.

CRML recently reported a Tanbreez processing breakthrough and advanced its $835 million European Lithium merger to a shareholder vote.

The flight would be Rocket Lab’s fourth in 25 days and its 18th launch of 2026.

Coinbase's CEO said that SEC and CFTC standards may be more lenient than the bill.

BlackRock’s Jacobs argued Bitcoin still serves as a portfolio diversifier despite institutional adoption.

AI is not so fashionable, in part, because most labs are privately owned, Vlad Tenev said. So that leaves regular investors with no “skin in the game,” he said.

Michael Saylor argued mass adoption was the industry's real protection against a hostile administration.

Coinbase’s filing used an Apple contract as its model, which is cash-settled, has no fixed expiration, and would trade from Sunday to Friday.

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

Barclays expects Tesla to deliver 475,000 vehicles in Q3, above the 466,000 estimate reportedly compiled by Bloomberg, according to The Fly.

Speaking to CNBC on Friday, Mustafa Suleyman argued that AI should remain under human control and ‘subordinate to our interests.’

According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.