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Into the open, $RKLB is down close to 9%, with the first launch of Neutron moved to 2027.
Air pockets were found in a carbon-composite dome of the first-stage tank. Shares are on a six-day losing streak, including an 8% drop on Wednesday.
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yo @breakoutprop@krakenfx@Tradermayne , we're all for friendly competition (prop and perps are going to just keep growing), but is this really the kind of stuff we should support?
let's all be better.
Heading into the close, Oracle is erasing yesterday's gain, with $ORCL down around 9% on the session.
In a letter to federal regulators, Oracle said "time remains of the essence" for its Project Jupiter gas pipeline, now slated for February 2027.
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$SPCX is up around 3% into the open, rebounding from Thursday's 4.2% decline, alongside a low-band spectrum deal.
SpaceX agreed late Thursday to acquire Grain Management's 800 MHz portfolio, up to 14 MHz of paired spectrum for Starlink Mobile, subject to FCC approval.
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OpenAI chip suppliers are weighing on the Nasdaq 100, with $AMD down around 4%, $NVDA around 2.6% and $NQ around 1.6%.
Earlier today, the Financial Times reported OpenAI annualized revenue near $50 billion, about $20 billion below the figure cited by several outlets last month.
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$SPCX is down around 1.5% at the open, amid a Tuesday report that SpaceX is seeking $40B to buy $NVDA chips.
The package reportedly pairs about $10B in bank loans with $30B in investment-grade debt, with Apollo leading and a close expected in 2027.
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Marvell guided to $70B to $90B in fiscal 2031 revenue at its Investor Day, with $MRVL up around 7% on the session.
It also raised its fiscal 2028 revenue target to roughly $20B and lifted its fiscal 2029 custom-silicon outlook past $12B.
The frame is a roughly $400B addressable market by 2030, with a Google agreement reported near $120B anchoring the ramp.
$AMD is up around 2.7% into the open, alongside CEO Lisa Su's plan to substantially increase chip supply in 2027.
Meta's Muse agent has passed 5 million downloads and runs on AMD silicon, with Morgan Stanley seeing it account for about 20% of AMD's 2026 chip sales.
Citi raised its price target to $800, arguing always-on agents can grow the CPU market from $29B in 2025 to $300B by 2030.
At the open, $MSTR is up around 3.5%, with $BTC near $86,700 and crypto-linked equities trading higher.
Citi raised its $MSTR target to $240 from $136. Company holdings stand at 847,666 BTC after a 1,665 BTC purchase for about $142.7M.
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Heading into the close, index futures are recovering from an early slide, with $ES up around 0.2% and $NQ around 0.3%.
The 10-year yield reached 5.34%, its highest since 2002, with the ISM prices-paid index at 77.9 against 72.3 expected.
Crude is also higher, with Brent back above $100 and Chinese refiners suspending October fuel exports.
At the open, $HOOD is up around 5%, with Robinhood's HOOD Summit bringing AI trading agents and perpetual futures.
More than 150,000 customers have opened agentic trading accounts since May, with the agents running nearly 30 million daily tool queries.
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>be me
>finally buy the dip
>Trump rejects Iran's 7-day plan
>BTC dips again
>new dip unlocked
>buy that one too
>jobs data this week
>mfw I am the dip
Reply with your average entry. No lying.