Wall Street Upgrades BlackRock, Initiates SpaceX (SPCX), And Cuts Lululemon (LULU) In Thursday Analyst Roundup

Capital One upgraded Palo Alto Networks (PANW) to Overweight from Equalweight, lifting its price target to $421 from $307 on Thursday. The firm believes Palo Alto will benefit from AI in data center buildouts, increasing attack surfaces, budget shifts toward cybersecurity, and securing AI deployments. Capital One also upgraded Okta (OKTA) to Overweight from Equalweight,…

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AST SpaceMobile (ASTS) Shares Tumble After Pricing $1 Billion Convertible Notes Offering

AST SpaceMobile (NASDAQ: ASTS) saw its shares fall sharply in after-hours trading following the pricing of a $1 billion private convertible senior notes offering due 2034. The satellite communications company priced the notes at an interest rate of 1.625%, setting terms that attracted immediate scrutiny from investors watching for potential share dilution. The notes carry…

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Kratos Defense (KTOS) Bets On Manufacturing Expansion To Capture Defense Industrial Base Growth

Kratos Defense & Security Solutions (KTOS) is shifting its strategic focus toward manufacturing infrastructure investment rather than relying solely on advanced technology development. Management believes expanding production capacity now is critical to meeting anticipated demand from future U.S. and allied defense programs across multiple segments. The company is investing across Defense Rocket Systems, Turbine Technologies,…

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UnitedHealth (UNH) Stock Surges As Company Raises Full-Year Earnings Outlook

UnitedHealth Group (NYSE: UNH) shares rallied sharply after the health insurance giant reported second-quarter earnings and signaled growing confidence in its financial recovery. The company’s stock was trading near $416, approaching its highest level in roughly 11 months, as investors responded positively to the updated guidance. UnitedHealth had already impressed Wall Street with a strong…

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Iran Tensions And Chip Weakness Push Nasdaq, S&P 500 Futures Lower As TSM, NVDA, NFLX, ATAI, ASTS Draw Focus

U.S. stock futures slipped early Thursday as escalating Middle East tensions, semiconductor weakness, and fresh economic data kept investors cautious ahead of the open. Nasdaq futures (QQQ) declined 0.5%, Russell 2000 futures fell 0.3%, S&P 500 futures (SPY) dropped 0.1%, and Dow futures were flat with a negative bias as of 4:00 a.m. ET. U.S….

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RTX (RTX) Unit Pratt & Whitney Snaps Up Dutch AI Firm Aiir Innovations To Overhaul Engine Inspection Operations

Pratt & Whitney, a business unit of RTX (NYSE: RTX), has acquired Amsterdam-based Aiir Innovations to expand artificial intelligence use across its aircraft engine inspection and maintenance operations. The deal, announced on July 15, 2026, brings AI-assisted software into Pratt & Whitney’s global maintenance network, covering commercial, civil and military engine programs. Aiir Innovations has…

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Social Security Claiming Age Debate: Should Life Expectancy Even Factor Into Your Decision?

The question of when to claim Social Security benefits remains one of the most consequential financial decisions American retirees face each year. Many financial planners traditionally advise clients to weigh their life expectancy when deciding whether to claim benefits early, at full retirement age, or delay until age 70. The conventional wisdom holds that those…

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