SpaceX plans to raise $40 billion to purchase Nvidia AI chips as it pushes ahead with its artificial-intelligence buildout. Elon Musk also said he is making adjustments to the Grok Bot. Separately, the U.S. Federal Communications Commission approved another round of Starlink satellite launches.

The U.S. federal government is providing a $4.2 billion loan to support nuclear power plant upgrades in two states. The news sent shares of nuclear operator Vistra sharply higher. Constellation Energy’s stock also surged.

S&P Dow Jones Indices said Twilio will be added to the S&P 500 before the market opens on Oct. 6, replacing Warner Bros. Discovery. The change is expected to prompt passive funds that track the index to rebalance their holdings accordingly.

HPE shares have surged 165% in 2026, supported by merger synergies with Juniper and AI data center opportunities involving AMD and Oracle. The stock broke out after the company raised its guidance.

AMD said it will acquire AI model developer World Labs in an $8.2 billion deal to expand its expertise in artificial intelligence. Wall Street responded positively to the announcement. AMD shares rose following the deal news.

Fair Isaac shares fell 18% in early trading on Tuesday after a new policy undercut the company’s dominance of FICO scores in the mortgage market. The policy would allow lenders to use alternative credit-scoring models. It would end Fair Isaac’s exclusive advantage in that segment.

Nvidia announced a $1500 billion share repurchase program, the largest buyback deal on record. The plan may not be the bullish signal many investors assume it is. It has sparked mixed interpretations in the market about the company’s future growth outlook.

Boeing recently notified airlines of a new 737 Max software issue affecting navigation equipment in certain landing scenarios. The disclosure triggered a decline in Boeing’s stock.

MGM Resorts has submitted an acquisition bid for Barry Diller’s People Inc. After the news became public, People Inc. shares rose about 10% in early trading on Friday.