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Space Exploration Technologies Corp. shares rose 1.55% on Monday to $143.69. The close valued SpaceX at roughly $1.89 trillion. The stock eased to $143.53…
Regular-session closes, plus the latest after-hours trade; U.S. dollars
· Source: Yahoo Finance
Revenue and GAAP operating income, billions of dollars
Quarter ended June 30, 2026 · Source: SpaceX earnings release filed with the SEC
Capital spending totaled $28.48 billion
Six months ended June 30, 2026 · Source: SpaceX Form 10-Q
Cash plus marketable securities against debt and finance leases
As of June 30, 2026 · Source: SpaceX Form 10-Q
Vendor aggregate and valuation fields as of August 31, 2026, 17:47:35 EDT · Source: Yahoo Finance
AUSTIN, Texas, August 31, 2026, 15:12 EDT — Tesla shares advanced by nearly 5% on Monday following the release of a federal crash report…
Snapshot: August 31, 2026 · 15:12 EDT
| Item | Reading |
|---|---|
| Crash report | Fatal, May 2026 |
| ADAS status | Verified engaged |
| Pre-crash speed | 104 mph |
| Causation | Not established |
| Q2 metric | Result |
|---|---|
| Revenue | $28.24B, +26% |
| FSD subscriptions | 1.48M, +56% |
| Operating margin | 1.4% |
| Free cash flow | -$1.09B |
FSD subscription growth can improve recurring software revenue and margins. Safety investigations can delay rollout, add compliance cost and weaken adoption. With the stock valued at roughly 183 times forward earnings, regulatory and execution outcomes have an outsized effect on fair value.
Watch: NHTSA EA26002 updates · supervised FSD miles and interventions · subscription growth · operating-margin conversion.
Shares of Broadcom Inc. rose 0.8% on Monday, with investors bracing ahead of a tough earnings challenge. At 14:33 EDT, the stock changed hands…
| Revenue | $29.4B |
| Adjusted EPS consensus | $3.24 |
| AI semiconductor target | $16.0B |
| Adjusted EBITDA guide | 68% of sales |
| Non-GAAP operating income | 67% of sales |
| Metric | Value | YoY |
|---|---|---|
| Semiconductor solutions | $15.01B | +79% |
| Infrastructure software | $7.18B | +9% |
| AI semiconductors | $10.80B | +143% |
| Free cash flow | $10.26B | +60% |
| Adjusted EBITDA | $15.24B | +52% |
The earnings debate turns on whether a 54.4% AI revenue mix can preserve Broadcom's cash conversion while supporting a roughly 15× annualized-sales valuation. A clean beat must include the $13.4B non-AI remainder, not only accelerators.
Risks: advanced-node supply, hyperscaler concentration, custom-silicon and networking competition, VMware execution, and valuation sensitivity.
Palantir Technologies dropped 0.45% to $185.45 as of 10:36 EDT. Palantir's stock lagged behind Nvidia even though the company posted quicker revenue growth.
| Company | Price | Move | Market cap | P/E |
|---|---|---|---|---|
| Palantir | $185.45 | -0.45% | $476.4B | 158.5× |
| Nvidia | $220.38 | +1.30% | $5.35T | 27.7× |
PLTR’s multiple premium is 473%, despite Nvidia’s much larger earnings base.
Intraday range: $183.05-$186.72. Volume: 5.30M shares versus 41.88M average.
| Metric | Current | Growth / comparison | Investor read |
|---|---|---|---|
| Q2 revenue | $1.94B | +93% YoY | Scale is accelerating |
| U.S. government | $809M | +90% | Defense demand remains strong |
| FY revenue guide | $8.150-$8.158B | ~+82% | 58× guided sales at current cap |
| U.S. commercial guide | >$3.424B | ~+134% | Primary growth driver |
| Q3 revenue guide | $2.160-$2.164B | 8.1% above prior consensus | Next execution hurdle |
Google Finance: 17 Buy, 4 Hold, 2 Sell. MarketScreener: 32 analysts, Buy consensus.
Contract timing can distort quarterly growth. European resistance may limit international expansion. Palantir also needs sustained margin and cash-flow execution to support a 158.5× earnings multiple.
Near-term checkpoint: Q3 revenue versus the $2.160-$2.164B company range.
Intel Corporation climbed 0.3% to $89.74 in premarket trading on Monday. Chipmakers saw modest gains as they rebounded after losses at the end of…
| Base shares issued | 210.5M |
| Base gross proceeds | $20.0B |
| Net proceeds | $19.7B |
| Estimated base dilution | 4.1% |
| Base tranche value now | $18.9B |
| Q2 measure | 2025 | 2026 | Change |
|---|---|---|---|
| Revenue | $12.9B | $16.1B | +25% |
| GAAP gross margin | 27.5% | 40.4% | +12.9 pts |
| Non-GAAP gross margin | 29.7% | 41.8% | +12.1 pts |
| Data Center & AI revenue | ≈$4.0B | $6.3B | +59% |
| Foundry revenue | ≈$4.4B | $5.8B | +31% |
| Measure | Value |
|---|---|
| Average target | $121.24 |
| Upside to average | 35.1% |
| 2026 EPS estimate | $1.50 |
| 2026 P/E | 59.8× |
| 2027 EPS estimate | $2.07 |
| 2027 P/E | 43.4× |
Sources: Yahoo Finance premarket quote and Most Active ranking; Intel Q2 2026 results; Intel offering terms; Intel historical data; MarketWatch analyst estimates. Every market figure is timestamped above.
Oil futures surged close to 4% on Monday, lifted by fresh U.S.-Iran clashes that put Gulf shipping routes at risk. Front-month West Texas Intermediate…
| Indicator | Latest estimate | Signal |
|---|---|---|
| July production shut-ins | 5.5M b/d | Tight |
| 2Q26 inventory change | -4.2M b/d | Tight |
| 3Q26 inventory forecast | -3.8M b/d | Tight |
| OPEC+ September increase | +188K b/d | Partial offset |
| China July imports | -24.3% YoY | Demand drag |
| Escalation | Tanker or terminal disruption; prompt contracts rise fastest. |
| Base case | Restricted flows persist; Brent holds around the high $80s. |
| Normalization | Shipping agreement and restored output pull Brent toward EIA's $78 fourth-quarter view. |
| Demand shock | Further Chinese weakness compresses the curve despite supply risk. |
IREN Limited fell 12.53% on Friday after annual results highlighted the expense of turning contracted AI demand into operating cash flow. Shares settled at…
| Facility | Principal | Rate | Annual interest* |
|---|---|---|---|
| Microsoft GPUs | $3.6B | 6.0% | $216M |
| Mackenzie GPUs | $2.4B | 9.0% | $216M |
| Disclosed subtotal | $6.0B | — | $432M |
| Contracted ARR for 2026 capacity | $4.0B |
| Operating ARR at Aug. 26 | $1.0B |
| FY26 AI Cloud revenue | $128.8M |
| FY26 adjusted EBITDA | $245.7M |
| FY26 net loss | −$702.6M |
Horizon 2 is commissioning. Horizon 3–4 target Q4 2026 delivery. Customer acceptance turns contracted ARR into revenue; delays leave interest and construction costs running.
Netflix is set to debut new episodes of “Stranger Things: Tales From ’85” on September 17. The rapid arrival of the show's second season…
Season 2 engagement and monetization dashboard
Q2 2026; Netflix investor relations.
| Season 2 premiere | September 17, 2026 |
|---|---|
| Season 1 debut | April 23, 2026 |
| Turnaround | Under five months |
| 2026 ad outlook | About $3.0B |
| 2026 FCF outlook | About $12.5B |
A familiar franchise can lower discovery and marketing friction. The financial test is whether September’s new episodes lift retention and ad inventory beyond launch week while preserving a 33.4% operating margin.
Product timing: Netflix Tudum, Aug. 24, 2026.
Tesla Inc. stock dropped 1.7% on Friday, wiping out approximately $19 billion in market capitalization. The move brought the electric vehicle company's value down…
Price premium meets margin pressure
Q2 ended June 30, 2026; Tesla shareholder update.
| View | Count / target | Signal |
|---|---|---|
| Buy | 11 analysts | Supportive |
| Hold | 14 analysts | Largest group |
| Sell | 3 analysts | Cautious |
| Average target | $385.05 | +10.4% |
| Target range | $130–$505 | Wide dispersion |
Google Finance snapshot, Aug. 28, 2026.
| Cybertruck base trim | $74,990 |
|---|---|
| Premium AWD trim | $84,990 |
| Recent increase | +$5,000 each |
| H1 U.S. Cybertruck sales | 7,263 est. |
| Year-on-year change | -32.2% |
Prices reported Aug. 26; sales estimate from Cox Automotive.
Tesla lost about $19 billion of market value on Friday. Its balance sheet funds autonomy, robotics and energy expansion, but a 323.95× earnings multiple leaves little room for delays while operating margin sits at 1.4%.
Keel Infrastructure Corp. declined 8.0% to $3.22 on Friday, cutting roughly $173 million from its market capitalization.
| Measure | Q2 2026 | Change |
|---|---|---|
| Revenue | $30.4M | −50% |
| Adjusted EBITDA | −$23.7M | from +$6.6M |
| Operating loss | −$140.8M | from +$10.8M |
| Unrestricted cash | $698M | Aug. 7 |
| Unencumbered Bitcoin | $121M | 1,861 BTC |
Categories overlap with development stages as disclosed by Keel; signed-tenant economics remain undisclosed.
| Buy / Hold / Sell | 7 / 1 / 0 |
| Average target | $6.71 |
| Implied upside | 108% |
| Target range | $4.50–$10.00 |
UiPath Inc. fell 1.0% on Friday as investors anticipated a significant swing following its earnings release. Options pricing suggests an 11% change is expected…
| Metric | Reading |
|---|---|
| Q1 revenue | $418M |
| Q1 ARR | $1.901B |
| Net new ARR | $49M |
| Net retention | 109% |
| GAAP operating income | $28M |
| Adjusted FCF | $130M |
| Q2 revenue guide | $395M-$400M |
| Q2 EPS consensus | $0.13 |
| FY27 revenue guide | $1.776B-$1.781B |
USDC has landed a prime spot in football advertising, with its branding set to appear on Chelsea's shirts for the entirety of the 2026/27…
Visibility is immediate. The circulation return must still be earned.
| Added average USDC | Annual gross reserve income | After 61.7% cost ratio |
|---|---|---|
| $1B | $34.8M | $13.3M |
| $3B | $104.4M | $40.0M |
| $5B | $174.0M | $66.6M |
Scenario holds the Q2 reserve return rate at 3.48% and the cost ratio constant. It is not guidance.
Chelsea supplies global brand reach, but Circle earns mainly from the assets backing USDC. A durable return requires higher average circulation or greater fee revenue. Watch the weekly balance trend, reserve yield and distribution-cost ratio.
Risks: undisclosed sponsorship cost, weaker interest rates, stablecoin competition, marketing regulation and limited conversion from awareness to funded balances.
Sources: Circle transparency and Q2 2026 results; Chelsea FC partnership announcement; Reuters; market data as of Aug. 28, 2026. Scenario values are estimates.
Vistra Corp. declined 1.95% on Friday, wiping out roughly $935 million in market capitalization. The stock finished at $137.09, marking its second straight drop.…
| Segment | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Texas | $311M | $142M | +119% |
| East | $642M | $418M | +54% |
| Retail | $773M | $756M | +2% |
| Total ongoing | $1.77B | $1.35B | +31% |
| Adjusted EBITDA | $6.8B–$7.6B |
| Adjusted FCF before growth | $3.93B–$4.73B |
| Midpoint / market value | ≈9.2% |
| Remaining buyback authorization | ≈$1.2B |
| Available liquidity | ≈$6.30B |
| Consensus | Buy · 20 analysts |
| Average target | $217.42 |
| Implied upside | +58.6% |
| Target range | $106–$305 |
| Latest visible cut | $222 → $167 |
A U.S. judge permanently blocked the Pentagon's designation of Anthropic as a supply-chain risk. The ruling removes a major procurement threat as the private…
| Question | Result |
|---|---|
| Supply-chain designation | Unlawful, arbitrary |
| First Amendment | Retaliation found |
| Fifth Amendment | Due process denied |
| Government remedy | Rescind label and notices |
| Pentagon vendor choice | Still discretionary |
The $200 million contract is small relative to valuation. The material channel is distribution: a supply-chain label could have reached contractors, civilian agencies and enterprise partners.
Weekly Recap + Week Ahead: Midcaps Lead Before Bailey and Gilt Auction29/08/2026 · 08:49 BST WEEKLY RECAP + WEEK AHEAD Midcaps lead into a…
American Airlines Group generated roughly $866 million of stock turnover on Friday. Yet the shares moved only eight cents. The contrast shows investors rotating…
| Carrier | Move | Market cap |
|---|---|---|
| American | −0.58% | $9.03B |
| Southwest | −0.30% | $19.45B |
| Delta | −1.32% | $53.36B |
| United | −1.59% | $36.48B |
Prices reflect the Aug. 28 close. American changed less than Delta and United despite unusually prominent share activity.
Revenue: $16.7B. GAAP net income: $71M. Adjusted EPS: $0.15.
Seven new international routes go on sale Monday. Management expects third-quarter revenue growth of 16%–19%, but another $1.7B year-over-year fuel increase.
| Consensus | Hold |
| Buy / Hold / Sell | 8 / 11 / 2 |
| Average target | $18.86 |
| TD Cowen | Buy · $16 |
Consensus checked Aug. 29, 2026 at 01:57 EDT.
![UK Stock Market Today 29/08/2026 [UPDATE: 08:49 BST] [Weekly Recap + Week Ahead: Midcaps Lead Before Bailey and Gilt Auction]](https://ts2.tech/wp-content/uploads/2026/08/UK-market-dashboard-2026-08-29-0843-1024x683.jpg "UK Stock Market Today 29/08/2026 [UPDATE: 08:49 BST] [Weekly Recap + Week Ahead: Midcaps Lead Before Bailey and Gilt Auction]")
