Large cap News

According to a report by Ad Age, Publicis has resumed recommending the ad technology company’s services to its clients.

SpaceX shares traded at around $165 at the time of writing, compared with the offer price of $135 per share.

The service-tracking website Downdetector showed a massive spike in Instagram outage reports, with users also reporting issues accessing multiple other Meta services.

JPMorgan believes the company's "strong" product lineup will give it a competitive advantage in maintaining its lead in the optical market.

SpaceX raised $75 billion in an historic IPO, with its shares set to debut on Nasdaq later today.

Stock is facing pressure from regulatory scrutiny, intense e-commerce competition, and heavy AI spending.

Rocket Lab shares rose amid Nasdaq-100 inclusion and excitement over SpaceX's IPO.

Market participants increasingly appear to favor businesses supplying chips, data centers and AI computing capacity over established subscription-software providers.

Former Goldman exec Matt Levine said that a 20% first-day gain is the ideal IPO outcome for SpaceX.

The appointment comes in the backdrop of a wave of executive departures and three CFO changes over the last year.

Wolfe hiked its price target for Micron to $1,250 from $550, while maintaining its ‘Outperform’ rating on the stock.

Guggenheim maintained its $400 price target for Oracle shares with a ‘Buy’ target, implying an upside potential of nearly 100% from Wednesday’s closing price.

He praised SpaceX's profitable Starlink business, called Anthropic's Claude a daily-use tool, and OpenAI "one of the most important players" in AI.

SpaceX's IPO has reportedly attracted demand far exceeding available shares, with only about 7% of stock expected to be freely tradable after listing.

Oracle’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.

The thesis has broader implications for Falcon 9 users such as ASTS, PL and LUNR, all of which rely heavily on SpaceX launches.

Morgan Stanley cited that both long-term growth potential and several recent business trends strengthened Coca-Cola’s outlook.

CFO Adam Spice said that SpaceX's biggest opportunities now lie in Starlink, Starship and potentially space-based data centers.

Capital continued to flow toward companies with visible execution and growth opportunities.

SMCI on Tuesday proposed raising $7 billion by issuing stock, funds it said it needs to service $39 billion in new orders it received in recent weeks.

Black expects a strong debut, saying Goldman Sachs and Morgan Stanley could "engineer a Day 1 pop" for SpaceX investors.

Amazon has established a new $17.5-billion loan facility organized by a Citigroup-led consortium.

Morningstar analyst Dan Wasiolek reiterated that DraftKings’ predictions business will add to its overall sales rather than cannibalize its traditional sports business.

During an interview with CNBC, Karp argued that America's successes while using this system have fostered a tendency to underestimate just how complex it is.

During the first-quarter earnings call, the company’s executives stated that the consumer pet environment has become increasingly challenging and that customers have become more cautious.

Piper Sandler has an ‘Overweight’ rating on TSLA stock with a $500 price target, implying an upside potential of nearly 25% from Tuesday’s closing price.

Tilray’s ARX brand will be launched at the world's largest cannabis expo and festival, Mary Jane Berlin 2026, which kicks off in two days.

Trump stated in a post on Truth Social that Iran has been completely defeated and that the country is all talk and no action.

Summit announced a common stock offering, with underwriters having a 30-day option to purchase up to an additional $75 million of shares.

The move will benefit businesses of all sizes that want to ship smaller cargoes, typically ranging from 1 to 6 pallets or 150 to 15,000 pounds.

Key earnings-call focus areas include Oracle's data-center buildout, AI-related revenue recognition, and capital spending needs.

Meta’s America’s Workforce Academy (AWA), announced on Monday, will train trade workers such as electricians, plumbers, and technicians and offer jobs.

Starbucks has reportedly started early talks with advisers about potential deals involving its Japan business.

Buyers compared the R2 unfavorably to Tesla's Model Y and Rivian's own R1S.

SpaceX's imminent market debut is driving fresh attention toward satellite and aerospace names across the sector.

Apple shifted to AMD’s graphics chips around 2015 after encountering reliability issues with some Nvidia GPUs, alongside broader disagreements over product design, technology roadmaps, and licensing.

The features could garner 360 million paid subscribers, generating revenue equivalent to roughly 5% of Meta’s total sales.

Analysts also flagged risks, including shareholder opposition and regulatory scrutiny from Tesla's China exposure.

Despite dropping from all-time highs, CoreWeave stock remains 145% above its IPO price.

Chip stocks fell across the board, with the iShares Semiconductor ETF falling nearly 8% in Tuesday morning’s trade.

Rivian is initially offering the Performance variant with the Launch Package at a starting price of $57,990.

Redwire disclosed its capital-raising plans via an at-the-market offering, stating that it would use the proceeds for working capital and other general corporate purposes.

Needham raised its price target for Applied Digital to $83 from $66, while keeping a ‘Buy’ rating on the stock.

Factorial Energy merged with a SPAC on Monday and is extending its rally on the second day of trading.

Taiwan is considering criminalizing the smuggling of AI chip servers to China for the first time, according to Bloomberg.

The companies are launching a “Physical AI Living Lab” program and are offering their resources to robotics startups.

The CMA has set Aug. 7, 2026, as the deadline for its initial review of the deal, when it will decide whether the proposed merger of PSKY and WBD raises competition concerns.

Apple presented a host of new AI-related features at its Worldwide Developers Conference post which multiple analysts raised a cautious tone regarding these offerings and its impact on iPhone demand.

Burry said in his latest Substack post that Wall Street's short-term focus has created a buying opportunity in HCA.

GSK said the Nuvalent acquisition aligns with its strategy of snapping up firms with proven science that manufacture better, safer cancer therapies than what’s available on the market.