AerospaceNYSE:BA
Strike threat from 17,000 workers now looms over Boeing’s 737-10 final stage
The Boeing Company is up against a labor deadline amid a critical stage in its 737-10 certification efforts. On Friday, engineers and technical staff…
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The Boeing Company · NYSE:BA
737 certification meets an October labor clock
Flight testing is largely complete. The new variable is whether 17,000 engineers and technical workers remain on the job through certification close-out.
BOEING
Friday close
$214.20
Aug. 21, 2026, 4:00 p.m. EDT
Weekly move
−7.5%
Aug. 14 close to Aug. 21 close
Consensus target
$274.85
Preliminary upside: 28.3%
Labor deadline
Oct. 6
Professional and technical contracts expire
The narrowing 737 certification path
Jul. 28737-10 planned flights complete
Aug. 3FAA certifies 737-7
Aug. 21Contract offers rejected
Oct. 6Strike window can open
Closes: $231.67, $225.95, $223.06, $222.20, $215.10, $214.20. Friday volume: 6.16 million.
Labor vote
Professional unit64% reject≈13,000
Technical unit72% reject≈4,000
Strike authorityApprovedBoth units
Member surveyAug. 263 p.m. PDT
Q2 recovery scorecard
Revenue$24.56bn+8%
Commercial deliveries171+14%
Free cash flow$631m+$831m YoY
Commercial margin−2.7%+2.4 pts
Total backlog$715bnRecord
Why the production ramp carries the equity story
47 → 52 jets/month
Renton transition · Everett North Line adds capacity
More than 7,200 MAX orders and 2,360 deliveries through June imply roughly 4,840 remaining aircraft. At 52 monthly, that simplified workload equals about 7.8 years before cancellations, mix changes or new orders.
737-7 FAA certified737-10 close-outTarget delivery 2027
Recommendation balance
23 Buy · 5 Hold · 0 Sell
Recent three-month compilation
Target range: $246 to $305. Argus upgraded to Buy on Aug. 11; Bernstein maintained Buy with a $298 target.
Market data as of Aug. 21, 2026, 4:00 p.m. EDT. Sources: Boeing Q2 2026 results and 737 program updates; FAA; SPEEA; Reuters; Investing.com and StockInvest.us. Analyst estimates and simplified backlog calculations are preliminary. Informational only, not investment advice.
NYSE:BBYStock Market
Best Buy’s 60th Anniversary Sale Is a Q3 Test, Not a Q2 Rescue
Best Buy Co., Inc. is using its 60th anniversary to pull shoppers into stores just before earnings. The headline offer is striking: a $100…
Best Buy · NYSE:BBY
Sale buzz meets an earnings premium
The 60th anniversary event is an early-Q3 traffic test. Thursday’s report will judge an already-closed Q2.
BEST BUY
Friday close
$85.89
Aug. 21, 2026, 4:00 p.m. EDT
Weekly move
−0.6%
Aug. 14 close to Aug. 21 close
Consensus target
$82.35
4.1% below Friday close
Gift-card offer
40% off
$100 face value for $60; in stores Aug. 22
Four dates that separate buzz from earnings
Early Aug.Fiscal Q2 closed
Aug. 17–23Anniversary sale
Aug. 22In-store offers
Aug. 27Expected Q2 report
Daily closes: $86.42, $85.44, $87.27, $89.21, $85.73, $85.89. Friday volume: 1.69 million.
Q1 momentum vs FY27 guardrails
Q1 revenue$8.94bn+1.9%
Q1 comp sales+2.0%+2.7 pts YoY
Q1 adj. margin4.1%+0.3 pts
FY27 comp guide−1% to +1%unchanged
FY27 adj. EPS$6.30–$6.60unchanged
Recommendation balance
5 Buy · 18 Hold · 2 Sell
25-analyst compilation
Target range: $62 to $95. The $82.35 average sits below spot.
Truist Buy · $95Citi Hold · $88Piper Hold · $85
What the promotion can—and cannot—show
Store trafficObservable nowEarly-Q3
Gift-card cash collectedImmediateLiquidity
Gift-card retail revenueOn redemptionDeferred timing
Q2 comp sales and marginAlready fixedReported Aug. 27
Market data as of Aug. 21, 2026, 4:00 p.m. EDT. Sources: Best Buy Q1 FY27 release and FY26 Form 10-K; Best Buy sale listings; Investing.com historical prices and analyst compilation; StockAnalysis analyst consensus; Benzinga earnings estimates. Estimates are preliminary and may change. This dashboard is informational, not investment advice.
CommoditiesEnergy
U.S. Gasoline Waiver Seen Having Limited CPI Impact as Refiner Shares Advance
The United States plans to ease gasoline-blending regulations two weeks ahead of schedule. However, the immediate impact on inflation is limited. A 10-cent drop…
Investor dashboard · U.S. gasoline
Waiver relief is real—but small beside the crude shock
EPA is pulling winter-grade gasoline forward to September 1. A 10-cent pump decline would cut the headline CPI price level by only about 0.07 percentage point, while refiner shares remain priced for tight product markets.
Pump price: Aug. 22, 2026, 10:15 EDTStocks & futures: Aug. 21, 2026, 16:00 EDT closeMarkets closed
AAA regular gasoline
$4.1024
+30.9% YoY · highest-ever Aug. 20 reading
Gasoline CPI weight
2.895%
BLS relative importance, Dec. 2025
Refinery utilization
97.2%
Week ended Aug. 14 · little spare room
RBOB–WTI simple spread
$40.91
Per barrel equivalent · not a 3-2-1 crack
Mechanical CPI relief at today’s pump price
5¢1.22% pump decline
≈0.04 pp CPI
≈0.04 pp CPI
10¢2.44% pump decline
≈0.07 pp CPI
≈0.07 pp CPI
20¢4.88% pump decline
≈0.14 pp CPI
≈0.14 pp CPI
30¢7.31% pump decline
≈0.21 pp CPI
≈0.21 pp CPI
2026 refiner stock gains
Friday closes: MPC $360.72; VLO $348.86; PBF $73.53; PSX $242.87. The waiver announcement did not reverse the group’s 2026 momentum.
Analyst recommendations trail the market
| Ticker | Consensus | Analysts | Avg. target | Gap to close |
|---|---|---|---|---|
| MPC | Buy | 19 | $319.61 | -11.4% |
| VLO | Buy | 20 | $315.26 | -9.6% |
| PBF | Hold | 14 | $67.23 | -8.6% |
| PSX | Buy | 20 | $221.58 | -8.8% |
S&P Global consensus displayed by StockAnalysis, checked Aug. 18–19. Average targets are below every Aug. 21 close.
Policy and data sequence
Aug. 20EPA announces two-stage national volatility waiver.
Aug. 25EIA updates national and regional retail fuel prices.
Aug. 26EIA reports gasoline inventories, demand and utilization.
Sept. 1Wintertime federal volatility limits begin early.
Gulf Coast cracksFirst read on refiner-margin compression.
Northeast spreadsState rules may restrict regional relief.
Retail pass-throughWholesale declines can reach pumps with a lag.
Risk balance
Upside for consumers: more fungible supply, lower winter-blend production cost and softer post-summer demand.
Upside for refiners: inventories remain 5% below the five-year average and global product supply is tight.
Main threat: a renewed Hormuz shock lifts crude faster than blending flexibility can lower wholesale gasoline.
Sources: EPA, AAA, EIA weekly petroleum report, EIA retail prices, BLS, TradingView RBOB and S&P Global consensus via StockAnalysis. Calculations are illustrative, not forecasts.
BlockchainCryptocurrency
After surging 22% alongside Bitcoin, MARA reverses course with a $466 million loss on Friday
MARA Holdings, Inc. saw its stock surge 22% over the week before sharply reversing course on Friday. Shares hit a high of $12.465 before…
NASDAQ: MARA · WEEKEND INVESTOR DASHBOARD
MARA HOLDINGS
A 22% Bitcoin rally meets a $466 million Friday reversal.
Equity data: Aug. 21, 2026, 16:00 EDT
Bitcoin: Aug. 22, 2026, 09:41 EDT
US equity market closed
Bitcoin: Aug. 22, 2026, 09:41 EDT
US equity market closed
Friday close
$11.26
+0.99% session
Weekly move
+22.39%
vs. Bitcoin +24.39%
Market value
$4.35B
386.3M shares
Volume pulse
2.20×
three-month average
Friday high-to-close value reversal
$466MMARA reached $12.465, up 11.8% from Thursday. It closed at $11.26. The 9.7% retreat from the high came on 101.1 million shares.
Miner peer scorecard · weekly
Wall Street target range
ConsensusBuy
Average upside+59.8%
Ratings8 bullish · 5 non-bullish
Operating bridge · Q2 2026
Revenue$174.9M −27%
Net loss$611.3M
Bitcoin produced / sold2,422 / 2,213
Bitcoin holdings35,577
Energized hashrate70.3 EH/s
Owned-site energy cost / BTC$38,690
Next-week decision frame
Bitcoin weekend mark$77,134
Move from Friday close−1.5%
First equity support$11.02
Near-term company proofAI lease execution
Risk: BTC volatility, pledged coins, project approvals and delayed AI contracts can overwhelm the valuation case.
EnergyStock Market
Hess Midstream’s 8% Payout Surpasses Analyst Price Forecasts
Hess Midstream LP closed the week with a notable divergence between income and valuation. The partnership's annualized cash yield stands above 8%, while analysts…
NYSE:HESM · Income versus valuation
Hess Midstream
Market data: August 21, 2026, 4:00 p.m. EDT
U.S. market closed
U.S. market closed
Friday close
$39.14
Day: +0.10%
Weekly move
-3.4%
From $40.53 on August 14
Implied cash yield
8.06%
$0.7888 quarterly, annualized
FCF coverage
1.43×
Preliminary, 2026 midpoint
Six-session close: yield rose as price eased
2026 cash-flow bridge
Core tension: cash coverage looks healthy, but the $37.50 average analyst target is 4.2% below Friday's close.
Quarterly operating comparison
| Metric | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $399.0m | $414.2m | -3.7% |
| Adj. EBITDA | $313.7m | $316.0m | -0.7% |
| Adj. free cash flow | $231.6m | $193.8m | +19.5% |
| Capital spending | $30.6m | $70.0m | -56.3% |
Analyst target range
Sources: Hess Midstream Q2 2026 release, distribution announcement, market history, and analyst estimates. Non-GAAP measures are company-defined. Yield, coverage and target gaps are preliminary calculations.
DividendsEnergy
Hess Midstream Shares Deliver 8% Dividend Yield; Analysts Expect Minimal Upside
Hess Midstream LP closed at $39.14 on Friday. The stock rose 0.1% during the session, though it declined 1.6% over the week. U.S. markets…
NYSE:HESM · Income versus growth
Hess Midstream
Fee-based contractsBakken infrastructure5%+ payout-growth target
Market data: August 21, 2026, 4:00 p.m. EDT
Financial data: Q2 2026; guidance as of August 3, 2026
Financial data: Q2 2026; guidance as of August 3, 2026
Friday close
$39.14
+0.10% day · -1.61% week
Forward yield
8.06%
$0.7888 quarterly · $3.1552 annualized
2026 FCF midpoint
$935M
$910M–$960M company range
Distribution coverage
1.43×
$935M FCF ÷ $655M planned payouts
Cash conversion improved as capital spending fell
Revenue fell 3.7%, yet adjusted free cash flow rose 19.5%. The main bridge was a 56% decline in capital spending.
Yield premium versus large midstream peers
Hess Midstream8.06%
Western Midstream7.69%
MPLX7.37%
Forward yields use the latest declared quarterly payout annualized and August 21 closing prices.
2026 cash-flow bridge
Adjusted FCF midpoint$935M
Planned distributions-$655M
FCF after distributions$280M
Original FCF midpoint$875M
Current guidance implies $60 million more midpoint FCF than the initial plan, while the EBITDA midpoint is unchanged.
Volume pressure remains the valuation brake
Oil gathering-18.9%
Crude terminaling-14.6%
Water gathering-12.3%
Gas processing-3.6%
Q2 2026 versus Q2 2025. Lower new-well activity drove oil and water declines; Tioga maintenance weighed on gas processing.
Market verdict
Analyst average target
$37.50
4.2% below Friday's close
Target range
$32–$40
Latest five published calls
Price trend
+13.19%
2026 through August 21
Investor read: the 8% yield is backed by a lower-capex model and 1.43× planned coverage. The discount exists because oil-linked volumes are soft and Chevron controls the drilling pace. Watch the $40 area, Bakken activity and management's use of the projected $280 million post-distribution cash surplus.
![US Stock Market Today 08/22/2026 [UPDATE: 09:05 EDT] [Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead]](https://ts2.tech/wp-content/uploads/2026/08/US-market-dashboard-2026-08-22-0859-1024x683.jpg "US Stock Market Today 08/22/2026 [UPDATE: 09:05 EDT] [Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead]")
NASDAQ:COINNASDAQ:HOOD
US Stock Market Today 08/22/2026 [UPDATE: 09:05 EDT] [Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead]
Bond Shock Breaks Tech Streak: Weekly Recap and Week Ahead08.22.2026 · 09:05 EDT WEEKLY RECAP + WEEK AHEAD Friday’s rebound met a harder-rate ceiling…
EarningsEnergy
Frontline Rises Close to Analyst Target Amid Dark Hormuz Shipping Ahead of Earnings
Frontline plc is nearing its valuation limit ahead of its upcoming earnings release, as reduced visible traffic and dark shipping in the Persian Gulf…
NYSE: FRO · Hormuz risk dashboard
Seven visible ships.
A near-fully priced tanker rally.
A near-fully priced tanker rally.
Frontline plc · weekend investor briefing · August 22, 2026
$43.70+0.32% Friday · +6.04% week
NYSE close, Aug. 21, 2026, 16:00 EDT
Visible Hormuz traffic
7 ships
Thursday; down 50% from Wednesday.
Visible VLCC / LNG
0 / 0
Dark vessels are excluded from AIS counts.
Brent close
$94.39
Six consecutive daily gains through Friday.
Next catalyst
Aug. 28
Preliminary Q2 results, 09:00 EDT call.
Frontline's weekly repricing
The stock added about $554 million in market value this week, using 222.6 million shares.
How much upside remains?
| Reference | Value | Vs. close |
|---|---|---|
| Median target | $42.50 | −2.7% |
| Average target | $44.25 | +1.3% |
| 52-week high | $45.15 | +3.3% |
| High target | $55.00 | +25.9% |
Consensus: Buy · 2 Strong Buy, 2 Hold.
Visible traffic compression
The tally excludes vessels sailing with transponders off.
Q2 contracted spot TCE
| Class | $/day | Vs. Q1 |
|---|---|---|
| VLCC | $181,700 | +76% |
| Suezmax | $131,300 | +81% |
| LR2/Aframax | $125,000 | +147% |
Coverage: 82%, 79% and 68%, respectively.
Latest capital return
$0.80
Planned special dividend after two-VLCC sale.
| Sale price | $270M |
| Expected net cash | $179M |
| Expected gain | $110M |
Investor read-through
Fleet scarcity is supporting rates even as Gulf export volumes fall.
Frontline's stock now prices much of the disruption case. Friday's report must show that high contracted rates became realised cash flow—and that current coverage remains strong.
What can break the trade?
1. A durable Hormuz reopening
2. Export losses exceeding vessel tightening
3. Weaker realised TCE rates
4. Insurance, attack and off-hire costs
2. Export losses exceeding vessel tightening
3. Weaker realised TCE rates
4. Insurance, attack and off-hire costs
Sources: Reuters/Kpler Hormuz traffic for Aug. 20; Frontline Q1 2026 report, Aug. 4 VLCC sale and Aug. 21 results invitation; StockAnalysis analyst consensus; FinanceCharts and SwingTradeBot closing prices; Wall Street Journal Brent close. TCE is a non-GAAP time-charter-equivalent measure. AIS data can omit dark vessels.
NASDAQ:TTWOStock Market
Take-Two Shares Rebound by $1.5 Billion After GTA VI Leak Slump Ahead of August 27 Reveal
NEW YORK, August 22, 2026, 8:25 a.m. EDT — Take-Two Interactive saw its market value recover by $1.5 billion after shares bounced back from…
Take-Two Interactive · NASDAQ:TTWO
Half the leak shock has been recovered
Market data: August 21, 2026, 4:00 p.m. EDT · U.S. market closed
T2
Friday close
$239.62
−0.22% on Friday
Weekly move
−2.97%
Versus August 14 close
Market value
$44.80bn
Implied shares: 187.0m
Friday volume
1.55m
62% of three-month average
Market-value swing
Preliminary calculation from the August 18 high, August 20 low and Friday close. Price movement has multiple causes.
Catalyst calendar
| Event | Date |
|---|---|
| Reported subpoenas filed | Aug. 20 |
| Official GTA VI extended look | Aug. 27 |
| Requested subpoena response | Sept. 4 |
| GTA VI launch | Nov. 19 |
The August 27 stream starts at 3 p.m. EDT on Netflix and 9 p.m. EDT on Rockstar channels.
Fiscal 2027 bookings
| Measure | Value | Gap |
|---|---|---|
| Company low | $8.0bn | −9.7% |
| Company midpoint | $8.1bn | −8.6% |
| Company high | $8.2bn | −7.4% |
| Street estimate cited by Reuters | $8.86bn | Reference |
Guidance is unchanged despite unusually strong preorder demand.
Analyst recommendations
| Firm | View | Target | Upside |
|---|---|---|---|
| BTIG | Buy | $313 | 30.6% |
| J.P. Morgan | Buy | $310 | 29.4% |
| Roth Capital | Buy | $300 | 25.2% |
| Wolfe Research | Buy | $289 | 20.6% |
| 28-analyst average | Strong Buy | $286.89 | 19.7% |
The August 27 reveal is the reset attemptInvestors will test whether verified product footage can redirect attention from unauthorized material toward the November launch.
Risks: Rockstar has not fully authenticated the leaked material. Legal outcomes remain uncertain. GTA VI could face delays, weak preorder conversion, higher launch costs or softer engagement. Market-value estimates use an implied share count.
NYSE:FUBOStock Market
Fubo Stock Drops After HD Upgrade Release Does Not Ease Investors’ Cash-Flow Worries
FuboTV Inc. closed Friday 3.4% lower at $10.23 as new interest in improved stream quality failed to lift shares. The drop reflects investor caution…
NYSE:FUBO · Weekend investor brief
Fubo: better pixels, same proof test
Market data: August 21, 2026, 16:00 EDT
Financials: Q3 FY2026 ended June 30
Prepared August 22, 2026, 08:05 EDT
Financials: Q3 FY2026 ended June 30
Prepared August 22, 2026, 08:05 EDT
Friday close
$10.23
−3.40% Friday
Week+3.75%
1 month+8.14%
YTD−66.44%
Volume1.29M
10D rel. vol.0.77×
Market cap$1.12B
The investor read
HD and 1080p60 upgrades can reduce product friction before football season. Friday’s decline says the market is still focused on the harder task: keeping 5.75 million North American subscribers while rebuilding EBITDA and cash flow.
Product1080p60 work is verified; 10+ Mb/s is recommended for 1080p.
OperationsSubscribers grew 2% year over year, but revenue was flat pro forma.
Cash proofPositive free cash flow remains a FY2027 target, not a reported result.
Original angle: A video-quality upgrade only becomes an earnings catalyst if it lowers churn without raising promotions or content costs.
Quarterly scale versus earnings
Global revenueAdjusted EBITDA
| Quarter | NA subscribers | Adj. EBITDA margin | Net loss |
|---|---|---|---|
| Q1 FY26 | 6.20M | 2.46% | $46.4M* |
| Q2 FY26 | 5.70M | 2.40% | $6.2M |
| Q3 FY26 | 5.75M | 1.29% | $25.7M |
*Q1 revenue, EBITDA and net loss shown pro forma. Margins are adjusted EBITDA divided by revenue.
Friday and weekly tape
FUBO lagged the group Friday, but led it for the week. Below-average volume makes the one-day signal less decisive.
Beta: 2.40Small capHigh volatility
Analyst targets
Consensus remains bullish after Q3. The targets still assume that Disney scale turns into durable margin expansion.
Needham
$15
Barrington
$16
Consensus
$17
Wedbush
$19
Buy / strong buy8 of 10
Hold2 of 10
Avg. upside66%
Insider signal: separate awards from conviction
June 11 · COOAlberto Horihuela sold 141,074 shares at $10.3796, about $1.46 million.
July 28 · DirectorDaniel Leff received 24,272 RSUs. The grant was not an open-market buy.
Six-month tallyOne open-market insider sale and no purchases were reported.
Neutral-to-cautious, not automatically bearish. Awards are compensation, while sales may fund taxes or personal needs. The missing positive signal is voluntary cash buying.
What matters next
Football engagementDoes better HD quality lift viewing and reduce churn?
Advertising yieldTrack fill rates and CPM gains from Disney Advertising.
Margin floorQ3 adjusted EBITDA margin fell to 1.29%.
FY26 adj. EBITDA guide$90M–$100M
FY28 target≥$300M
FCF targetPositive FY27
Sources: Fubo Q3 FY2026 investor release and shareholder materials; SEC Forms 4 filed for Daniel V. Leff and Alberto Horihuela; Fubo Help Center; TradingView market data; S&P Global analyst survey as presented by StockAnalysis; Quiver Quantitative. Market values are split-adjusted. Non-GAAP figures are company-defined and should be read with GAAP results. This dashboard is informational, not investment advice.
EarningsNASDAQ:AAOI
Applied Optoelectronics’ $600 Million ATM Matches Twice the Q3 Revenue Midpoint
Applied Optoelectronics, Inc. has launched a potential $600 million stock offering, adding to market supply as investors adjust expectations following its recent growth. The…
NASDAQ: AAOI · Investor dashboard
Capital for capacity.
Supply for the stock.
Supply for the stock.
Applied Optoelectronics · weekend briefing · August 22, 2026
$124.82−3.32% Friday · $112.56 after hours
Regular close 16:00 EDT; extended-hours indication 18:25 EDT, Aug. 21
New ATM capacity
$600M
No obligation to sell. Up to 2% agent commission.
Potential new supply
5.7%
At Friday's close; about 4.81M shares.
Q3 revenue midpoint
$272.5M
Guidance range: $255M–$290M.
Analyst consensus
Buy
Average target $163.40; 30.9% above Friday.
One-week repricing
−16.95% from Aug. 14 to Aug. 21; after-hours trading indicated another 9.83% decline.
ATM scale vs. the business
| Reference | Amount | ATM multiple |
|---|---|---|
| Cash + restricted cash | $508.8M | 1.18× |
| Q3 revenue midpoint | $272.5M | 2.20× |
| H1 capex | $335.1M | 1.79× |
| H1 investing cash use | $633.7M | 0.95× |
Revenue acceleration
+42.0%
Q3 midpoint versus Q2 revenue.
| Q2 actual | $191.9M |
| Q3 low | $255.0M |
| Q3 midpoint | $272.5M |
| Q3 high | $290.0M |
Share-supply sensitivity
| Sale price | New shares | Dilution |
|---|---|---|
| $129.10 | 4.65M | 5.47% |
| $124.82 | 4.81M | 5.66% |
| $112.56 | 5.33M | 6.28% |
Assumes all $600M is sold; excludes fees.
Street distribution
1 Strong Buy 2 Buy
3 Hold 0 Sell
| Low target | $109 |
| Average | $163.40 |
| Median | $178 |
| High | $220 |
Investor read-through
The ATM can finance a capacity bottleneck without forcing an immediate sale.
Management says demand should outpace production through mid-2027. The trade-off is a flexible equity overhang equal to roughly 5.5%–6.3% of current shares at observed prices.
What to watch next
1. Any ATM issuance disclosure
2. 800G/1.6Tb unit ramp
3. Gross-margin recovery
4. Cash use and customer concentration
2. 800G/1.6Tb unit ramp
3. Gross-margin recovery
4. Cash use and customer concentration
Sources: Applied Optoelectronics Aug. 21, 2026 Form 8-K and prospectus supplement; Aug. 6 second-quarter release; StockAnalysis analyst consensus; Benzinga target history; Stocknear price history. Market data are dated and time-stamped above. Extended-hours prices may be volatile and are not official closing prices.
AerospaceNASDAQ:SPCX
SpaceX Stock Closes at $136.97 as Share Unlock and Three Launch Windows Shape the Week Ahead
Space Exploration Technologies Corp. enters the week near its IPO price, despite a fast launch tempo and surging quarterly sales. Friday's rebound recovered only…
SpaceX · NASDAQ:SPCX
Launch pace meets share supply
Friday's rebound left the stock near its IPO price. Investors now face a larger eligible float, two Tuesday Starlink windows and NASA's Roman mission target.
Market closed
Data: Aug. 21, 2026 · 4:00 p.m. EDT
Data: Aug. 21, 2026 · 4:00 p.m. EDT
Friday close
$136.97
▲ 2.22%
Week-2.16%
Vs. $135 IPO+1.46%
Volume78.81M
Preliminary market value: about $1.86T, based on an estimated 13.57B basic shares after the Cursor issuance. Excludes later share changes, options and unvested awards.
Price map
Current price sits close to the IPO anchor
From record low +30.66%Below record high -39.30%
Float pressure
Eligibility ≠ selling
319M
shares became eligible on Aug. 20
Aug. 6 tranche~912M
Thursday move-4.05%
The timing overlapped Thursday's decline, but public data do not establish how many unlocked shares were sold.
Catalyst calendar
Three missions define the next eight days
AUG 25
Starlink 10-49 · Florida
Primary 05:49–10:32 UTC
Backup Aug. 26Primary 05:49–10:32 UTC
AUG 25
Starlink 15-22 · California
Primary 09:42–14:25 UTC
Backup Aug. 26Primary 09:42–14:25 UTC
AUG 30
NASA Roman · Falcon Heavy
No earlier than 11:26 UTC
Review completeNo earlier than 11:26 UTC
Launch windows are operational targets and can change. No SpaceX earnings event was identified for Aug. 24–28.
Q2 revenue engine
$7.81B total revenue · +91.9% year on year
Operating result · Space -$0.54B · Connectivity +$1.66B · AI -$1.26B
Adj. EBITDA$3.54B
Net loss$0.54B
Capex$18.37B
Analyst tracker
$220.20 +60.8%
Average target in one 41-rating tracker
2 Strong buy25 Buy8 Hold6 Sell
Low target $75High target $800
The wide range signals high valuation uncertainty. Vendor coverage and methods can differ.
What can move SPCX next
- Execution: Tuesday launch timing and booster recovery.
- Supply: trading around newly eligible shares.
- Starship: no official Flight 14 date yet.
- Economics: Starlink ARPU fell 22% year on year.
- Capital: Q2 capex exceeded quarterly revenue.
- Weather: every listed launch window can slip.
ASX:EURNASDAQ:CRML
Critical Metals Shares Leap 23%, but Amended Agreement May Double Net Share Increase
Shares of Critical Metals Corp. jumped 22.59% on Friday, but the advance still fell short of an important merger benchmark. The closing price of…
Critical Metals Corp. · NASDAQ:CRML
The rally did not clear the deal floor
Market data: August 21, 2026, 4:00 p.m. EDT · U.S. market closed
Merger ratio watch
Friday close
$7.11
Still below the $8 floor
One-day move
+22.59%
+$1.31 per share
Volume
16.20m
2.59× three-month average
Value added Friday
$192.4m
Estimate using June share count
Simplified net share expansion
The capped-ratio result is 2.16× the old model and equals 21.9% of Critical Metals’ June share count.
Exchange-ratio sensitivity
| Scheme VWAP | Ratio | Net shares |
|---|---|---|
| $8 or below | 0.045 | +32.1m |
| $12 | 0.035 | +14.9m |
| $16 or above | 0.025 | −2.4m |
The final ratio uses the specified 20-day VWAP, not one closing price.
Analyst recommendations
| Firm | View | Target | Upside |
|---|---|---|---|
| Freedom Broker | Hold | $8 | 12.5% |
| Cantor Fitzgerald | Speculative Buy | $18 | 153.2% |
| Two-analyst average | Hold | $13 | 82.8% |
Targets are the latest available and may lag changing deal terms.
Friday context
High volume, incomplete recoveryCRML remains 77.9% below its $32.15 52-week high despite Friday’s surge.
Risks: This is a preliminary quoted-share model. Options, performance rights, warrants and later capital changes are excluded. Completion still requires shareholder, option-holder and court approvals. Tanbreez also faces permitting, construction, financing, metallurgy and commodity-price risk.
NASDAQ:TMCStock Market
TMC Stock Jumps 21% as NOAA Milestone Adds $356 Million in Market Value
TMC the metals company Inc. jumped 20.65% Friday after U.S. regulators published its consolidated deep-seabed application. The $0.82 gain added an estimated $355.7 million…
Investor dashboard · NASDAQ:TMC
TMC: the permit premium
Market closed · Price and volume as of August 21, 2026, 4:00 p.m. EDT
$4.79
+$0.82 · +20.65%
+$0.82 · +20.65%
Friday's valuation move
$355.7M
Preliminary common-equity value added, using 433.7 million shares reported at June 30.
Share gain$0.82
×
Common shares433.7M
=
Value added$355.7M
What the rally priced
Value gain / liquidity2.49×
Volume / 3-month average3.70×
USA-A resource estimate619M wet tonnes
StatusPublished, not permitted
52-week position
The stock remains 57.8% below its 52-week high.
Liquidity and burn
Cash$98.7M
Cash + credit$143M
Q2 operating cash use$20.1M
Simple ratio7.1 quarters
The ratio is not a runway forecast. Development spending is uneven.
Friday peer tape
CRML
+22.59%
TMC
+20.65%
USAR
+12.57%
MP
+9.10%
Momentum was sector-wide, but TMC ranked near the top.
USA-A regulatory path
Application filed
Federal notice
Certification
EIS + comment
Final decision
Friday's rally followed the second box. Three consequential stages still remain.
Analyst target map
+125.5%
Implied upside to the five-analyst average target. Consensus: Strong Buy. Range: $10.00–$12.25.
Investor read: TMC gained an estimated 2.5 times its reported liquidity in one session. NOAA publication is useful evidence of process movement, but it creates no revenue and guarantees no permit. Key risks are certification, environmental review, litigation, financing, dilution and collection-system execution.
Sources: TMC USA-A update · TMC Q2 update · NOAA · Analyst consensus. Calculations may vary with later share-count changes.
Sources: TMC USA-A update · TMC Q2 update · NOAA · Analyst consensus. Calculations may vary with later share-count changes.
AirlinesNASDAQ:AAL
American Airlines Shares (NASDAQ:AAL): Attention on Safety Grows After DFW Laptop Incident
American Airlines Group Inc. is under new examination regarding cabin safety after a passenger's laptop ignited as a flight landed at Dallas Fort Worth…
Investor dashboard · NASDAQ:AAL
Market closed · WeekendAmerican Airlines
DFW laptop-fire scrutiny meets a tougher margin and fuel-cost setup.
$13.82+2.2%
August 21, 2026 · 16:00 EDTThe incident became broadly reported after the close. Monday is the first clean market test.
Week−7.9%
YTD−10.1%
Market cap$9.15B
EV / EBITDA11.9×
Weekly airline selloff
AAL outperformed the peer set during the week before the fire report, arguing against an incident-driven decline.
Analyst valuation range
The average target implies 37.0% upside. The $10–$25 range shows unusually wide disagreement.
Financial pressure points
| Measure | Q2 / guide | Read-through |
|---|---|---|
| Revenue | $16.7B | +16.3% YoY |
| GAAP net income | $71M | ~0.4% margin |
| Available liquidity | $11.3B | Operating buffer |
| FY adjusted EPS | −$0.65 to $0.65 | Around break-even |
| Q2 fuel expense | +$2.2B YoY | Core earnings drag |
Incident pulse
133people aboard
1treated and released
56+FAA battery events in 2026 through Aug. 11
Flight 2398 landed safely. The pilot's estimate of four to five possible burns remains preliminary; no DFW-wide disruption was reported.
Contained case
No added injuries or aircraft limits. Investor focus returns to premium revenue and Monday's sector tape.
Base watch
FAA and American provide routine follow-up. Margins, fuel and the 11.9× valuation remain the bigger variables.
Escalation risk
A higher injury count, procedure gaps or claims could add legal cost and prolong safety scrutiny.
NASDAQ:SDOTStock Market
Sadot surges 56%, market value up $6.3 million; $8 per share offering challenges rally
Sadot Group Inc. added approximately $6.3 million to its market capitalization on Friday. Later in the day, the company priced its latest equity offering…
NASDAQ: SDOT · Investor dashboard
A sharp rally meets an $8 equity reference
Friday's price move removed no financing risk. The weekend filing extinguished debt, but it also fixed another block of shares well below the close.
Market closed · Aug. 21, 2026
Friday close
$13.18
▲ 56.16%
Aug. 21, 2026, 4:00 p.m. EDT
Market value
$17.40M
+$6.3M Friday
Approximate, based on closing data
New issue price
$8.00
39.3% below close
67,936 shares due within two business days
Friday range
$8.20–$19.90
Close finished 33.8% below the high
Five-session price path
The week gained 12.27%, but Friday reversed four consecutive declines.
Friday liquidity
Volume18.89M
Reported shares~1.32M
Approx. turnover14.3× shares
52-week range$2.63–$260.40
The May 1-for-20 reverse split distorts long-range comparisons.
February debt converted to equity
| Date | Debt | Shares | Price |
|---|---|---|---|
| Aug. 17 | $271.7K | 32,909 | $8.26 |
| Aug. 19 | $271.7K | 33,968 | $8.00 |
| Aug. 21 | $543.5K | 67,936 | $8.00 |
| Total | $1.087M | 134,813 | $8.06 |
Total settlement shares equal roughly 10.2% of the latest reported share count.
Balance-sheet pressure · June 30, 2026
Cash$124K
Current assets$194K
Current liabilities$13.805M
Working-capital deficit$13.611M
Current ratio0.01
Going-concern warning
Analyst recommendations
Buy0
Hold0
Sell1
MarketBeat coverage; no consensus price target.
Issuance safeguards
Ownership cap4.99%
Possible cap after notice9.99%
Nasdaq exchange cap19.99%
Daily leak-out15% of volume
Next investor checks
Settlement sharesWithin 2 business days
TradeOS July revenue~$1M preliminary
Nasdaq equity testSept. 30 period
Core Q2 revenue$0
Sources: Sadot filings dated Aug. 14 and Aug. 21, 2026; MarketScreener closing data; Tiger Brokers share count; MarketBeat analyst coverage. Market data timestamp: Aug. 21, 2026, 4:00 p.m. EDT. Figures are rounded; issuance percentages exclude other potential securities.