SpaceX Delays Starship Flight 14 to September as Orbital Test Nears
Analysis Daniel Marsh

SpaceX Delays Starship Flight 14 to September as Orbital Test Nears

SpaceX has moved Starship Flight 14 to September after Booster 21's static fire, aiming for its first orbital mission and potential tower catch. The test is a key valuation checkpoint for the $1.85 trillion company.

PG&E Stock Plunges 7.5% as California Wildfire Bill Stalls, $3B Erased
Markets Daniel Marsh

PG&E Stock Plunges 7.5% as California Wildfire Bill Stalls, $3B Erased

PG&E shares tumbled 7.5% after California lawmakers rejected a wildfire liability cap, erasing $3.1 billion in market value.

PCG
Intel Shares Slip 2.9% as 14A Defect Progress Offsets $2.1B Foundry Loss
Technology Sarah Chen

Intel Shares Slip 2.9% as 14A Defect Progress Offsets $2.1B Foundry Loss

Intel shares fell 2.9% to $89.47 despite faster-than-expected 14A defect density improvements, as the foundry segment posted a $2.09B Q2 loss.

INTC
Ford Stock Slips 0.5% on Canada Tariff Threat, P/E at 7.5x
Markets Daniel Marsh

Ford Stock Slips 0.5% on Canada Tariff Threat, P/E at 7.5x

Ford shares slipped 0.5% on Friday amid fresh Canada tariff threats, trading at 7.5x 2026 EPS estimates. Analysts see 13.9% upside.

F
Salesforce Climbs 1.6% as AI Strength Tests Analyst Targets
Earnings James Calloway

Salesforce Climbs 1.6% as AI Strength Tests Analyst Targets

Salesforce shares advanced 1.6% to $256 on 2.3x average volume, extending a post-earnings rally. AI revenue momentum and raised guidance test analyst price targets.

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Nu Holdings Dips 3.9% on Fed Rate Worries Despite Record Profit
Markets Daniel Marsh

Nu Holdings Dips 3.9% on Fed Rate Worries Despite Record Profit

Nu Holdings shares slid 3.9% to $14.30 on Friday, erasing $2.8 billion in market value, as Fed rate worries offset record quarterly earnings.

NU
Boeing 777-9 Certification at Risk as Labor Talks Resume
Markets Daniel Marsh

Boeing 777-9 Certification at Risk as Labor Talks Resume

Boeing's 777-9 certification faces fresh uncertainty as labor talks resume with 17,000 engineers. $8.4B in losses, 2027 delivery target, and strike risk loom.

BA
MARA Plunges 10% as Bitcoin Loans Raise Leverage Concerns
Crypto Sarah Chen

MARA Plunges 10% as Bitcoin Loans Raise Leverage Concerns

MARA shares dropped 10.15% to $10.67, wiping out $466 million in market value as bitcoin-backed loans climbed to $600 million, raising leverage concerns.

MARA RIOT CIFR WULF
PayPal Plunges 12.7% After $53B Acquisition Collapses
Markets Daniel Marsh

PayPal Plunges 12.7% After $53B Acquisition Collapses

PayPal shares dropped 12.7% after a $53 billion takeover bid by Stripe and Advent was abandoned, leaving the stock trading below the offer price and spotlighting margin challenges.

PYPL
UiPath Shares Edge Lower Ahead of Q2 Earnings; Valuation at 4.9x ARR
Earnings James Calloway

UiPath Shares Edge Lower Ahead of Q2 Earnings; Valuation at 4.9x ARR

UiPath (PATH) slipped 1% to $18.15 as investors await Q2 results due Sept 3. With a $9.4B market cap and ARR guidance of $1.929B-$1.934B, the stock trades at 4.9x projected ARR.

PATH
Tenon Medical Slides Slightly Amid $3M Placement and Dilution Worries
Markets Daniel Marsh

Tenon Medical Slides Slightly Amid $3M Placement and Dilution Worries

Tenon Medical shares slipped 0.4% after a $3 million private placement raised dilution concerns, despite strong Q2 revenue growth.

TNON
Solstice Jumps 12.8% as $14.5B Merger Ends, Buyback Approved
Markets Daniel Marsh

Solstice Jumps 12.8% as $14.5B Merger Ends, Buyback Approved

Solstice shares jumped 12.8% to $63.53 after scrapping its $14.5B merger with Element Solutions and authorizing a $500M buyback.

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