Large cap News

Earlier on Thursday, Tesla said that it delivered 480,126 vehicles in Q2 2026, beating the sell-side consensus of around 406,000 by roughly 18%.

According to TheFly, HSBC analysts raised their price target to $200 from $100 while maintaining a ‘Buy’ rating on the stock.

The company’s $500 million contract came days after its reported strong fourth-quarter results.

The company said the new division is focused on driving “Frontier Transformation” by combining industry expertise, AI engineering and change management.

Rivian now expects to deliver between 65,000 to 70,000 vehicles in fiscal year 2026, up from its previous forecast of 62,000-67,000 deliveries during the year.

DA Davidson upgraded Palantir’s rating to ‘Buy’ from ‘Neutral’ and hiked the price target to $175 from $165, according to TheFly.

Rosenblatt said its channel checks show no change in hyperscalers' demand for GPU computing capacity.

The “Magnificent 7” companies have underperformed against semiconductor players so far this year.

During an interview with CNBC, Tenev highlighted the end goal of Robinhood’s agentic AI trading offerings for retail investors.

House Judiciary Committee report accused South Korea of unfairly targeting the company through regulatory actions.

UBS highlighted PepsiCo and McDonald's as attractive defensive dividend stocks as investors look beyond the technology-led rally.

The Model Y L is a stretched six-seat Model Y with more rear-seat space, a longer wheelbase, and a 2+2+2 layout.

Wall Street backs Nike’s business recovery despite near-term challenges.

AST SpaceMobile told the FCC it is “well-positioned to put the 800 MHz spectrum into use now,” citing 10 operational satellites capable of using the band.

Investors grew cautious toward businesses pursuing ambitious expansion strategies that carry regulatory or financial risks.

Freedom Capital initiated Tempus AI with a Hold rating and $59 price target, saying valuation looks “about right.

Jefferies raised its price target on GIS and highlighted a focus on brand investments.

Bernstein anticipates that competition for CoreWeave will intensify over time, making the company’s business model unsustainable.

Effective August 1, UnitedHealth will begin offering insurance coverage for Guardant Health's colorectal cancer test.

Bending Spoons shares traded at $32 per share as of this writing, compared to its offer price of $29 apiece.

The VanEck Semiconductor ETF has gained nearly 76% in the first six months of 2026.

According to a Bloomberg report, Uber’s senior director of engineering, Naga Kasu, and the director of product at Uber AI Solutions, Pankaj Kamat, left the company recently.

Canaccord lowered its target to $130 from $163, but said recent balance-sheet actions have improved Strategy's ability to navigate a tougher market environment.

Micron will supply GM with storage and memory chips and jointly work to strengthen semiconductor and automotive supply chains in the U.S.

During an interview with CNBC, Karp argued that the frontier AI model developers OpenAI and Anthropic reportedly lack measures to protect their clients' intellectual property.

Analysts are divided on the impact of Open USD, a new competitor stablecoin introduced by Stripe and others, which has caused investor concern.

Klarna said a Swedish court awarded PriceRunner about $1.97 billion in damages over Google's preferential treatment of its own comparison-shopping service.

Giant Eagle has a network of 197 supermarkets and 11 standalone pharmacies across northern Ohio, western Pennsylvania, West Virginia, Maryland, and Indiana.

During an interview with CNBC, Ting said that Neutron Holdings, better known as Lime, focused on getting its economics and integration right.

Guggenheim upgraded Salesforce to Buy from Neutral, setting a $228 price target on the stock, according to TheFly.

Barclays’ latest commentary on Zoetis comes in the aftermath of Zoetis’ first-quarter earnings, which it described as “challenging.”

During an interview with CNBC, Beck said that the $8 billion Iridium deal provides Rocket Lab with a great entry point to launch application services in space.

Analysts identified Nextpower as the leading beneficiary of the Trump administration's proposed restrictions on foreign inverter imports.

Nike forecast a slower recovery despite beating fiscal fourth-quarter earnings estimates.

Buyout chatter is building after change-of-control updates and a market-cap surge to over $1.5 billion.

The broader auto sector struggled as the EV boom cooled, with U.S. EV sales down 27% in Q1.

Investors leaned toward companies that make processors, secure software, and infrastructure needed to run AI applications.

Nike retail traders remained overwhelmingly bullish on the company's turnaround prospects.

The launch had reached advanced prep stages, with Electron vertical on the pad, liquid oxygen loading underway and weather 70% favorable for liftoff.

Japan is reportedly preparing 150 billion yen, or about $926 million, in subsidies for a Rakuten Group-led consortium working with AST SpaceMobile.

Burry said he shorted Tesla at $416.22 ahead of its Q2 delivery report, saying he was “happy it jumped back to this level.”

Sable Offshore plans to raise money through an offering of common stock and senior convertible notes.

According to a Reuters report, the U.S. Federal Communications Commission is drafting a rule that would apply to new foreign inverter models and could be published as early as this year.

Eos Energy announced that it has commenced a registered direct offering of common stock and warrants.

On The Wolf of All Streets, critic Peter Schiff said Saylor "basically just surrendered," moving from the biggest buyer to the biggest seller.

In his latest weekly commentary, Siegel argued that investors are increasingly moving beyond the tech megacaps that have dominated market gains in recent years.

The firm said acquiring NBCU’s assets would result in material changes to the streaming giant’s financial outlook.

Wall Street firms sounded confident about Quantinuum’s technology leadership and growth potential.

Bernstein raised its price target on SanDisk stock to $3,000 from $1,700.

Nvidia shares are up a mere 4.7% in 2026, sharply below gains in Intel, AMD, and memory giant Micron.