SpaceX (SPCX) drew about $7.27 billion in institutional inflows over the past 12 months, with 108 institutions increasing their holdings. K5 Global Advisor LLC disclosed the largest position at 38.6 million shares valued at about $6.59 billion. Based on the ownership trend, the market expects SpaceX’s valuation could rise to $3 trillion to $3.7 trillion, implying a share-price range of $225 to $280.

Dell reported fiscal second-quarter 2027 revenue of $47 billion, up 58% year over year, beating expectations of $45 billion. Adjusted EPS jumped 203% to $7.04, well above the $4.90 analysts had forecast. AI-optimized server revenue reached $16.4 billion, while AI orders and backlog hit record highs and Infrastructure Solutions Group revenue rose 89%. The stock gained about 9% in after-hours trading following the release.

After the latest GTA 6 trailer was released, Take-Two Interactive shares rose 2.34% in after-hours trading and Sony Group shares gained 2.58%, reflecting a more upbeat market view of the game’s sales outlook. As of press time, Take-Two was trading at $238.45. The stock was still down 7.39% year-to-date.

Paul Pelosi, husband of former House Speaker Nancy Pelosi, bought Bloom Energy shares and long-dated call options in late July, with a combined disclosed value of up to approximately $12 million. The disclosure shows purchases on July 24 and July 28, including call option contracts with a $100 strike price expiring in mid2027. Bloom Energy shares were last priced at $192, up 290% over the past year.

Nvidia filed a Form 13F with the U.S. Securities and Exchange Commission detailing a public equity portfolio valued at about $63.4 billion as of June 30, 2026, up from roughly $18.4 billion the prior quarter. Intel was the largest holding at 214.8 million shares worth around $30 billion, representing 44.23% of the portfolio and tied to a $5 billion investment announced in 2025 to collaborate on PC and data center chips. The company also reported a large new SpaceX position, and the overall portfolio appeared highly concentrated.

Oracle shares fell 52.01% over the past 12 months, dropping from $249.98 on July 29, 2025 to $119.96 on July 28, 2026. That move would have cut a $1,000 investment made a year ago to $479.90. The article says that despite a June double earnings beat and a $7 billion Pentagon contract, investor concerns about the profitability of Oracle’s deep commitment to OpenAI have continued to weigh on the stock.

Lockheed Martin and RTX reported second-quarter results that beat expectations, with LMT posting $20.1 billion in revenue (+11% year over year) and EPS of $7.94, while RTX reported $24.7 billion (+14.5%) and EPS of $1.89. Both companies raised their full-year revenue and earnings outlooks, citing strong growth in missile-related orders. The stocks rose 9% and 7% on the day as investors repriced expectations for defense spending visibility and execution.

On June 26, 2026, Micron Technology CEO Sanjay Mehrotra sold about 40,000 shares, cashing out $46.13 million in transactions disclosed across two SEC Form 4 filings. The sale was larger than all of his earlier trades in 2026, after he sold about $59.50 million worth of stock in May. Micron shares have risen 227% this year to $1,032, a move tied to AI server memory demand, but Meta and SpaceX opening AI compute capacity has added to worries about overheating demand and potential oversupply.

The article examines gold’s 2026–2027 trajectory, noting that prices are consolidating near $4,335 per ounce, pressured by a hawkish Federal Reserve stance and a rebound in the U.S. dollar. It argues that the main drivers are increasingly structural, highlighted by global central banks’ net purchases of 244 tonnes in Q1 and projections of around 800 tonnes for the full year. It also points to deteriorating U.S. fiscal conditions and a strengthening dedollarization trend. Major investment banks have broadly raised price targets, with J.P. Morgan calling for $6,300 and many others clustering around $6,000.