Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Latest Activity
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
Oct. 20 is the first real read on launch cadence and Starlink subscriber economics now that SpaceX reports as a public company.
JUST IN: SpaceX, $SPCX, will release Q3 2026 results and host a webcast on Oct. 20, 2026.
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Evercore ISI lifted its SpaceX target to $275 from $230 heading into the Q3 earnings report, a roughly 20% raise that signals the sell side sees Starlink's growth running ahead of plan.
SpaceX $SPCX price target raised to $275 from $230 at Evercore ISI Evercore ISI analyst Kutgun Maral raised the firm's price target on SpaceX to $275 from $230 and keeps an Outperform rating on the shares as part of a Q3 earnings preview. The company's "transformative https://t.co/vudPqZgzzo
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Ok guys he posted, time to dump it!
A trader says his $1 million margin YOLO doubled in two months, and he's answering by piling another $1 million of margin gains into a single de-SPAC name plus Tesla and McDonald's. Max margin turns any drawdown into a forced seller, which is the part these updates never show until it happens.
A 7.6% run to $171.09 on a $1.3 trillion company is roughly $99 billion of value in a single session, a size of move most megacaps never see. Watch whether the after-hours bid holds into tomorrow's open.
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
- BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)Buy$1K – $15KAug 7
- CBUBS IRA Account Chubb Limited Common Stock (CB)Sell$15K – $50KAug 19
- IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
- IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
- MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
- MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
- MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Partial sell$1K – $15KAug 19
- MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Buy$1K – $15KAug 19
Salazar rotated out of insurance and legacy tech and into big pharma, with two Merck buys of up to $50,000 each landing the same August day she sold Chubb. The filing also shows private SpaceX shares bought in two separate accounts, a reminder that members are accessing pre-IPO names retail investors cannot touch. Disclosed 33 days after the trades.
SPCX Coverage
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