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Analyst upgrades SpaceX stock to buy on its AI investment payback timeline. Rocket Lab jumps near key line after 92nd Electron mission.
Deutsche Bank, BofA Securities, HSBC, and Benchmark all upgraded the stock to Buy from Hold, with Deutsche Bank, BofA, and Benchmark setting price targets of $50, up from $31, $30, and no prior target, respectively.
Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.
The video-game company recorded higher sales in its fiscal first quarter but losses widened due to discontinued development of a title in its pipeline.
The Trade Desk Stock Implodes on Revenue Miss and Soft Outlook
Stock futures gained steam after the July jobs report came in softer than expected. The Labor Department said the U.S. economy shed 23,000 nonfarm jobs in July, compared with expectations to add 95,000 jobs.
Investing.com - U.S. stock index futures edged higher on Friday, as investors turned their attention to the upcoming monthly jobs report for clues on the Federal Reserve’s interest-rate path, while a fresh batch of corporate earnings drove sharp moves across individual stocks.
Twilio Inc. (NYSE:TWLO) shares surged 16.
Video game publisher Take Two (NASDAQ:TTWO) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 7.8% year on year to $1.53 billion. On the other hand, next quarter’s revenue guidance of $1.45 billion was less impressive, coming in 18.3% below analysts’ estimates. Its GAAP loss of $0.18 per share was 13.9% above analysts’ consensus estimates.
(Updates with Grand Theft Auto release date in seventh paragraph.) Take-Two Interactive Software
First Solar stock continued to surge early Friday after President Donald Trump imposed minimum import prices and tariffs on polysilicon, a key component of solar panels and base material for semiconductors. After release of the order late Thursday, Wells Fargo hiked its price target on FSLR stock to 313 from 300, keeping an overweight rating. The analysts said that the order, based on section 232 of the Trade Expansion Act, would be even more favorable for First Solar than anticipated.
The connectivity cloud company posted Q2 revenue of $696.1 million, up 36% year over year, and now expects full-year revenue of up to $2.87 billion
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