13F filings show Nvidia held 122.76 million Class A shares of SpaceX (SPCX) worth about $21 billion as of June 30, while Alphabet reported 551.2 million shares valued at $94.2 billion. AMD disclosed nearly 3.3 million SPCX shares worth more than $565 million. Nvidia’s position stems from a $2 billion investment in Elon Musk’s AI startup xAI that SpaceX absorbed in early 2026, and Alphabet’s stake traces back to a $900 million investment made more than a decade ago. A university endowment fund also reported holding $2.2 billion of SpaceX shares.

Advanced Micro Devices shares rose 6.19% on Friday, driven by two catalysts. The chipmaker completed its largest-ever investment-grade bond offering, raising $4.75 billion, as strong demand allowed its longest-dated bonds to price below early guidance. Bank of America analyst Vivek Arya raised his 2030 server CPU market forecast to over $210 billion and named AMD his top pick. Management also projected server revenue growth of more than 80% in the second half of 2026 and at least 70% in 2027, while its broader AI data center business is expected to grow well over 100% next year.

Berkshire Hathaway increased its stake in Alphabet by 83% in the second quarter to 106 million shares valued at $37.9 billion, making it the conglomerate’s third-largest position behind Apple and American Express. The company also raised its Delta Air Lines holding by 44% to 57.3 million shares. Buffett first disclosed an Alphabet position in the third quarter of 2025, when the stake was initially valued at about $4.3 billion.

PayPal has reopened buyout talks with Stripe and private-equity firm Advent after rejecting their July offer of $60.50 per share as too low. On the back of the report, PYPL shares closed about 2% higher on Friday. The company replaced CEO Alex Chriss in early 2026 with HP’s Enrique Lores to accelerate AI integration and cut costs amid a slow turnaround. Wall Street rates the stock a Hold, with an average price target of $58.36 that implies a 5.35% downside risk.

SpaceX is set for its second share unlock on August 20 after the first release helped drive the stock up about 19%. Start-up Stoke Space is raising $1 billion to accelerate development of a fully reusable launch system, according to Bloomberg. SpaceX still controls more than 90% of the small-satellite launch market, supported by a reliability edge. Elon Musk holds 48.4% of the company, valued at nearly $907 billion, and analysts’ average price target is $232.35, implying 66.04% upside.

Pfizer CEO Albert Bourla made his first open-market purchase of the company’s stock, buying 38,000 shares at $26.34 each for about $1 million. Board members Ronald Blaylock and Mortimer Buckley also bought a combined $2 million of PFE shares earlier in August. Pfizer’s latest quarterly results topped Wall Street expectations, with revenue of $15.03 billion and earnings per share of $0.77. PFE shares are up 14% this year, in line with the S&P 500’s gain.

Broadcom shares fell on Aug. 14 after the VMware vCenter vulnerability CVE-2026-59310 was quickly exploited. Attacks emerged five days after the flaw was disclosed and had reached 361 IP addresses across 47 countries by Aug. 7. Although Broadcom issued an emergency patch, the incident has fueled concerns about its security offerings and revenue. Analysts kept an average price target of $512.87, implying 31.8% upside.

Redwire reported second-quarter revenue of $117.1 million, up 89.6% year over year, with gross margin at 27.8%. Backlog rose to $542.1 million, a 64.5% increase, and the company posted a book-to-bill ratio of 1.42. Management reaffirmed full-year revenue guidance of $450 million to $500 million, implying roughly 42% growth at the midpoint. Its core intelligence and AI subscription business reached a $100 million annualized revenue run rate, while adjusted EBITDA turned positive at about $5 million.

Reddit shares surged more than 12% in after-hours trading after S&P Dow Jones Indices said the company will be added to the S&P 500 before the open on Aug. 18. The move is expected to lift Reddit’s visibility with institutional investors and forces index-tracking funds to buy the stock. In Q2 FY26, revenue rose 61% year over year to $804.9 million and EPS climbed 178% to $1.25, while daily active uniques increased 18% to 130.3 million. The stock is down 31.2% year-to-date, and analysts’ average price target of $218.32 implies 38.1% upside.