UBS Reaffirms Confidence in SpaceX as Starlink and Institutional Backing Strengthen
According to Goldman Sachs, the global space market could hit $1.8 trillion by 2035 — with SpaceX best placed via Starlink and launch dominance.
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#News-Driven Stocks↓
BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth
BofA reaffirms Micron as its top memory pick, citing SanDisk’s outlook as proof AI is making demand more durable. Sees $200–$250 EPS by 2030.
Alibaba Sells Lingxi Games to Trustar Capital in Deal Worth Over $2 Billion
Alibaba is selling gaming unit Lingxi Games to Trustar Capital in a deal worth more than $2 billion to focus on AI and cloud computing.
PayPal Weighs Higher Offer from Stripe and Advent International
Stripe & Advent may raise their $53B+ bid for PayPal. Negotiations continue—no deal finalized amid valuation and regulatory concerns.
Oracle Stock Drops After Key New Mexico Gas Pipeline for Data Center Delayed to 2027
Green Chile natural gas pipeline for Oracle’s Project Jupiter data center in New Mexico delayed to February 2027 due to state regulatory hurdles.
Phillips 66 and Marathon Petroleum Held Secret Talks for $180 Billion Merger
The deal fell apart amid antitrust and structural hurdles.