IonQ stock fell amid the quantum computing company's purchase of cybersecurity firm Elisity in a $1.3 billion, all-stock deal.

RTX has secured a $6 billion Pentagon contract to produce interceptor missiles. Following the announcement, the company’s stock rose about 0.5% in Friday trading.

Delta Air Lines reported third-quarter results that missed expectations and lowered its outlook as fuel costs surged. Separately, Elon Musk publicly criticized Delta’s CEO after the carrier declined a Starlink partnership, escalating the dispute between the two sides.

Shares of Humana and Clover Health surged after their Medicare Advantage plans received higher federal star ratings. Two rivals’ stocks fell sharply after their plans were downgraded. The star-rating system influences both government subsidies and customer plan choices, shaping insurers’ revenue outlook.

OpenAI’s projected annual revenue is about $20 billion below earlier expectations, according to a report. The update raised concerns about growth prospects across the AI sector. Shares of several AI-related stocks fell.

Viatris said Thursday it will acquire small biotech company Pacira Biosciences for $1.65 billion. Pacira shares jumped sharply following the announcement.

SpaceX plans to raise $40 billion to purchase Nvidia AI chips as it pushes ahead with its artificial-intelligence buildout. Elon Musk also said he is making adjustments to the Grok Bot. Separately, the U.S. Federal Communications Commission approved another round of Starlink satellite launches.

The U.S. federal government is providing a $4.2 billion loan to support nuclear power plant upgrades in two states. The news sent shares of nuclear operator Vistra sharply higher. Constellation Energy’s stock also surged.

S&P Dow Jones Indices said Twilio will be added to the S&P 500 before the market opens on Oct. 6, replacing Warner Bros. Discovery. The change is expected to prompt passive funds that track the index to rebalance their holdings accordingly.