Oppenheimer Holdings-Cl A

OpenAI's new GPT-6 Sol model costs $2 per million input tokens and $10 per million output tokens, 80% less than Astra. Microsoft shares fell 0.72% to $498.00.

SpaceX (SPCX) jumped 15.83% to $133.11 on Friday, but shares still sit 1.4% below the IPO price. Heavy capex in Space and AI segments raises valuation concerns despite Starlink's strong profits.

Walmart's marketplace strategy is in focus as a third-party seller offers a discounted fire pit, highlighting fee-based growth despite regional burn restrictions.

Blue Owl Capital (NYSE:OWL) gained 3.2% to $11.83 after the firm said undeployed assets could yield $380M in yearly management fees, potentially covering its dividend gap.

Palantir shares rallied 7% on Monday after Oppenheimer projected second-quarter revenue growth of 84-85%, but the stock's sky-high valuation remains a key risk.

Viasat shares soared 23.8% on Monday following a bullish analyst initiation and a major sector deal, highlighting the growing value of satellite spectrum and networks.

AT&T shares dropped 3.7% after Oppenheimer downgraded the stock, warning that SpaceX's Starlink could threaten its broadband and wireless growth, putting its cash-flow-driven investment case at risk.