Monday, October 5, 2026· Live edition ·Updated 11:56 PM ET

Google

Google and Constellation Energy close to $1 billion nuclear power agreement

Google and Constellation Energy are reportedly close to finalizing a nuclear energy pact valued at approximately $1 billion.

9:01 PM ETGOOG+1.0%CEG+3.9%

DayOne IPO

DayOne Data Centers seeks public listing with 2.3 gigawatts of bookings

DayOne Data Centers submitted an application to list on the Nasdaq under the symbol DODC. The firm posted $512 million in first-half revenue alongside a $77.2 million loss and stated it requires $11.4 billion to finish current projects.

5:34 PM ET

HotBroadcom Anthropic

Banks reportedly arrange $60 billion semiconductor pact between Broadcom and Anthropic

Major financial institutions are said to be organizing a $60 billion agreement for Broadcom and Anthropic to build computing hardware. The companies have not confirmed the arrangement.

5:03 PM ETAVGO+2.1%GOOG+1.0%

HotBroadcom Anthropic

Wall Street banks launch record $60 billion Broadcom Anthropic chip deal

Wall Street banks have initiated a record $60 billion financing arrangement for Broadcom and Anthropic to fund chip-related investments.

5:01 PM ETAVGO+2.1%AN-0.5%

Today · Monday, October 5

OpenAI

OpenAI reportedly in talks for $30 billion funding round

OpenAI is said to be discussing a $30 billion funding round with Thrive Capital, Andreessen Horowitz, UAE funds and BlackRock.

4:48 PM ET

HotVaxcy

Vaxcyte launches $1 billion combined equity and debt offering

Vaxcyte initiated two independent capital raises totaling $1 billion. The plan includes $500 million in shares and pre-funded warrants, alongside $500 million in convertible notes maturing in 2032, with options for extra issuance.

4:33 PM ETPCVX+30.9%

Ovid Therapeutics

Guggenheim starts coverage on Ovid Therapeutics with a buy rating

Guggenheim analysts began covering Ovid Therapeutics with a buy rating and a $7 price target. They highlight the firm's epilepsy drug candidate, which aims to match an existing treatment's effectiveness while avoiding retinal damage.

4:22 PM ET

AbbVie

AbbVie lowers earnings outlook after including acquisition costs

AbbVie lowered its third-quarter adjusted earnings-per-share guidance to $3.73 to $3.77, below the $3.84 estimate. The full-year outlook also fell to $13.76 to $13.96, down from $14.02, after the company included $216 million in acquisition costs.

4:19 PM ETABBV+1.1%

Option Care Health

McKesson and CD&R in talks to buy Option Care Health for over $5 billion

McKesson and private equity firm CD&R are in advanced negotiations to acquire Option Care Health, a provider of infusion services, for a deal valued above $5 billion.

4:10 PM ETMCK+1.5%

Zeta Global

Zeta Global agrees to acquire AI engineering firm Senso

Zeta Global agreed to buy Senso to bring AI engineering talent in-house and expand access to frontier models. The deal aims to improve brand visibility on platforms like ChatGPT and Gemini.

4:05 PM ETZETA+0.8%GOOGL+0.9%

Boeing

Boeing secures $14.7 billion deal to boost Pac-3 seeker output

Boeing landed a seven-year, $14.7 billion agreement with Lockheed Martin to triple Pac-3 missile seeker manufacturing. The project should add hundreds of positions in Huntsville, Alabama.

2:03 PM ETBA-0.4%LMT+0.2%

Vertiv

BMO initiates coverage of Vertiv with an outperform rating and $329 target

BMO Capital Markets initiated coverage of Vertiv with an outperform rating and a $329 price target. The firm cited strong demand for data-center power and cooling systems as AI infrastructure expands.

11:26 AM ETVRT+0.6%

HotTikTok

TikTok partners with Shopify to launch AI commerce tools

TikTok has selected Shopify to power a new artificial-intelligence commerce initiative. The partnership aims to integrate AI-driven shopping features into TikTok's platform.

11:18 AM ETSHOP+5.8%

Wells Fargo

Morgan Stanley upgrades Wells Fargo, sets $102 price target

Morgan Stanley upgraded Wells Fargo to Overweight with a $102 price target, citing improved earnings outlook and stabilizing margins. The bank trades at 1.5 times estimated 2027 tangible book value.

11:05 AM ETWFC+1.2%JPM+0.0%BAC+0.5%C+0.0%

Qualcomm Arm Dispute

Qualcomm and Arm return to court in royalty dispute

Qualcomm and Arm appear in federal court Monday over a contract fight that could halt royalty payments worth billions for five years. Qualcomm accuses Arm of withholding tools and leaking information, while Arm denies any breach.

10:49 AM ETQCOM-2.2%ARM-1.5%META+1.9%NVDA+2.1%

Datase6

Datasea posts fiscal 2026 earnings as gross profit jumps 70.1 percent

Datasea posted fiscal year 2026 earnings that showed gross profit climbed 70.1 percent and gross margin reached 10.2 percent, even though revenue declined.

10:19 AM ET

Synopsys

Synopsys launches $1 billion accelerated share repurchase program

Synopsys entered a $1 billion accelerated share repurchase agreement with JPMorgan Chase Bank. The company received 1.735 million shares upfront and will complete the program by January 5, 2027.

9:07 AM ETSNPS-0.3%JPM+0.0%

Analyst Ratings

Wall Street upgrades Nvidia, Microsoft, Wells Fargo and other stocks

Traders saw a fresh round of positive rating changes across multiple sectors. Major banks raised views on Nvidia, Microsoft and Wells Fargo, while adding new coverage for Vertiv and Ondas.

9:01 AM ETNVDA+2.1%MSFT+1.5%WFC+1.2%AAPL-0.2%

Greenland Mines

Greenland Mines doubles stake in AnorTech to 19.9 percent

Greenland Mines increased its ownership in AnorTech to 19.9 percent by doubling its previous stake. The company also expanded its critical-minerals platform to include smelter-grade alumina and lunar construction materials.

8:50 AM ET

Nike

S&P downgrades Nike to A with negative outlook

Standard & Poor's lowered Nike's credit rating from A+ to A and set the outlook to negative.

8:49 AM ETNKE+0.3%

Defense Contracts

Ondas wins $56 million order for European loitering-munition safety devices

Ondas received a $56 million contract to supply electronic safe and arm devices for a European loitering-munition program. The award follows the company's acquisitions of GATE and Bron.

8:34 AM ETONDS+2.5%

Critical Metals

Greenland backs Critical Metals rare-earth project framework

Greenland approved the development blueprint for Critical Metals' Tanbreez site, covering operations through September 2050. The firm must still obtain specific operating permits before building can start.

8:34 AM ET

Huawei

Huawei and Qualcomm sign multi-year patent licensing deal covering AI and 5G

Huawei and Qualcomm signed a multi-year patent agreement covering AI, 5G and networking. Qualcomm will buy certain Huawei U.S. patents, pushing Huawei’s total licensing value above $6.9 billion.

8:32 AM ETQCOM-2.2%HPQ-2.0%

Foxconn

Foxconn Q3 revenue beats estimates on strong AI server demand

Foxconn reported third-quarter revenue of T$3.03 trillion, or $95.4 billion, up 47 percent from a year earlier and above the T$2.79 trillion estimate. September sales hit a record T$1.16 trillion as AI infrastructure demand accelerated.

8:29 AM ETNVDA+2.1%AAPL-0.2%

Battery Manufacturing

Amprius partners with CAMINUS to build batteries for defense and aviation

Amprius Technologies agreed to let CAMINUS manufacture its silicon-anode cells at an Indianapolis plant. Qualification runs are starting now, and full-scale output is expected by early 2027.

8:26 AM ETAMPX-2.3%

HotApplied Optoelectronics

Applied Optoelectronics finishes $600M share sale to back AI growth

Applied Optoelectronics closed a $600 million equity raise by selling 5.69 million shares at $105.36 each. The firm intends to use the funds to build out production facilities for optical gear used in artificial intelligence hubs.

8:08 AM ETAAOI+5.2%

Kratos

Kratos wins $100 million in contracts for space and cyber systems

Kratos Defense & Security Solutions secured more than $100 million in contracts to build prototype space-intelligence and cyber tools for U.S. military operations.

8:08 AM ETKTOS-2.4%

HotAxiom Station

Redwire secures deal to power Axiom Station expansion

Redwire earned a contract to supply two solar arrays for the upcoming second section of Axiom Station. The initial segment aims for a 2028 launch, followed by the next unit within twelve months.

8:02 AM ETRDW-4.1%

Fast headlines, summarized. Not verified and not advice. Check the full story before you act.