Rocket Lab (RKLB) stock dropped 13% Monday alongside Redwire and Firefly as the space sector faces stretched valuations and SpaceX IPO uncertainty.

ExxonMobil (XOM) stock surged 2.9% as Iran suspended nuclear talks, driving Brent crude up 6.2% to $96.77 in its biggest single-day gain since May.

MP Materials (MP) stock jumped 9% after Needham’s Buy rating and $81 target, highlighting its rare earth production outside China and EV demand drivers.

Virgin Galactic (SPCE) stock surged 300% to $8.90, boosted by SpaceX IPO excitement and a 9.9% stake disclosure. Analysts warn of overbought conditions.

Fluence Energy (FLNC) stock jumped 39% after unveiling an AI data center collaboration with Nvidia (NVDA) and Siemens, backed by $10.1B in orders.

Anthropic files confidential IPO with SEC at $965B valuation and $47B revenue run rate, beating OpenAI to public markets. Full details inside.

Tesla (TSLA) stock dropped 3.57% after OpenAI announced its humanoid robotics division, challenging Elon Musk’s Optimus program in the robot market.

Three AI-focused companies now drive over 40% of S&P 500 earnings revisions. Evercore warns record concentration poses both opportunities and risks.

Qualcomm (QCOM) stock plunged up to 10% after Nvidia revealed its RTX Spark Windows on Arm chip, challenging QCOM’s PC processor strategy head-on.

BitMine (BMNR) stock drops 33% while holding 5.42M ETH ($10.8B), staking 87% via MAVAN platform. Company targets 5% of total Ethereum supply by 2026.

Zscaler (ZS) stock surges 10% after Guggenheim upgrades to Buy with $214 target, citing strong deal pipeline despite weaker FY2027 growth outlook.