Large cap News

Bitcoin will grow due to its financialization, like oil and electricity, said Strategy Executive Chairman Michael Saylor.

According to a report by The Financial Times, OpenAI is now seeking about $20 billion at a $1.25 trillion valuation, down from its earlier target of $30 billion at a $1.4 trillion valuation.

Ives’ and Damodaran’s comments come after a report by The Financial Times stated that according to Blackstone, Anthropic may not secure an investment-grade rating immediately after going public.

The breakthrough came weeks after Google's prototype satellite launched into orbit aboard a SpaceX rideshare mission.

During an interview with CNBC, Craig Moffett said Apple has increasingly been viewed as the “safe choice” among mega-cap stocks, helping drive a significant valuation premium.

Munster outlined that Amazon’s AI infrastructure opportunity may be only getting started, pointing to Amazon’s management breaking pattern as far as the guidance for its AWS business is concerned.

Ark Invest increased its exposure to several widely followed biotechnology stocks during the session.

Commentary from Magnificent Seven this week focused on striking the balance between continued AI investment and the growing demands on cash flow, financing and infrastructure capacity.

LLY shares extended gains on bullish Wall Street action after the company raised its full-year 2026 outlook.

According to an Investing.com report, BofA said Tesla’s Shanghai plant would come under the ownership of a major U.S. defense contractor if the companies merged

In a post on X, Ives said the AI transformation “is not a straight line upward” but that “winners remain.”

In an interview with CNBC, CEO Darren Woods noted that crude oil supplies have somewhat recovered, but refining capacity remains the biggest constraint, limiting the availability of diesel and other refined products.

Analysts cited weaker PC demand, manufacturing constraints and delayed supply improvements in cutting their price targets and downgrading INTC shares after Intel’s third-quarter results.

TD Cowen maintained its ‘Buy’ rating despite trimming its price target, while Mizuho flagged softer AWS performance, higher investment and negative free cash flow, even as it remained positive on the cloud unit's two-year outlook.

This week's analyst moves highlighted select technology and e-commerce companies gaining confidence while solar, search advertising and appliance businesses faced growing investor concerns.

Starbucks CEO Brian Niccol touts turnaround progress, stronger U.S. sales and improving customer traffic.

Viasat drew Amazon takeover speculation, while advancing NASA work and satellite-connectivity partnerships.

AST plans to begin satellite-to-phone operations in the Philippines “imminently” with Smart Communications.

Virginia Retirement Systems raised its stakes in all three stocks, with combined holdings worth nearly $3 million at September-end.

Neutron’s second stage and thrust module reached Virginia ahead of ground testing.

Investors worried about slower growth and weaker demand from automakers.

Morningstar sees benefits in a Tesla-SpaceX merger across energy, AI, robotics and connectivity.

DoorDash executives believe the company’s planned $17 billion Instacart acquisition could boost grocery delivery and expand advertising revenue.

Amazon’s Globalstar deal and upcoming direct-to-device network increase potential competition with ASTS.

The FCC is set to vote on proposals to auction 25 MHz of wireless spectrum and make 482 MHz available for direct-to-device services.

Lilly raised its full-year revenue forecast to $91-92 billion, compared with its previous outlook of $85-87 billion.

Microsoft reported Q1 revenue of $92.28 billion, ahead of Wall Street estimates of $90.61 billion.

Nike is targeting growing running demand in India as declining China sales and weak revenue continue to pressure.

Analyst Tim Farrar said SpaceX could announce an acquisition of EchoStar’s remaining business as soon as next week.

Boston Scientific’s weak outlook, cyberattack disruptions, and slowing Watchman and electrophysiology growth weighed on sentiment.

Chipotle Mexican Grill’s third-quarter revenue rose 9.6%, with a 2.1% rise in comparable sales.

Investors responded positively to stronger financial performance and progress in medical research.

Neutron’s second stage and thrust module reached Wallops Island for checks ahead of ground testing.

Retail bulls discussed buying the dip and a potential buyout, while others also challenged survival estimates.

T-Mobile is still open to satellite resale through T-Satellite and other commercial arrangements with SpaceX.

CEO Brian Lian said a potential launch of obesity drug VK2735 remained about 2 and a half years away.

Rosenblatt called weakness "a buying opportunity," and Bernstein maintained a $160 target, saying prediction markets will drive the "next leg of growth."

The deal was funded by six lenders led by Eldridge Capital Management and Silver Point Capital, and arranged by Wingspire Equipment Finance.

PayPal received mixed analyst updates following its Q3 results, with Clear Street raising its price target and estimates, citing expense control, while Citi lowered its price target, citing the company's fundamentals and outlook.

SpaceX had noted earlier that it expects to conduct 10,000 launches annually but warned that the FAA’s outdated air traffic control systems could limit growth

Robinhood partnered with Ripple to expand institutional crypto services, and Robinhood Chain is now offering RLUSD from Ripple.

Morningstar favors PepsiCo’s recovery potential, citing its cheaper valuation.

Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

Stronger earnings, analyst support, and rising holiday shipping demand lift optimism around UPS.

BlackRock disclosed a 5.4% stake comprising 16.1 million shares as of Sept.30, worth $676 million at Tuesday’s close.

Larry Goldberg warned that angry Tesla shareholders could reject a merger he believes would benefit both investor groups.

Austrian and Dutch forecasts point to potential GPS approval or registration in November and August 2027, respectively.

Rocket Lab is building key satellite systems in-house, including solar panels, radios, avionics and flight software.

Tesla’s rally comes after stronger-than-expected deliveries, an earnings beat, Robotaxi progress and speculation about a SpaceX merger.

Housing market slowdown and disappointing earnings and outlook weighed on investor sentiment.