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Nebius (NBIS) stock jumps 4.42% after closing a $775M debt facility and receiving a Buy upgrade from Freedom Capital with $200 target.

GOOGL stock holds a Strong Buy consensus as Google Cloud Q2 forecasts climb, while technical resistance remains at the $350 level.

SpaceX (SPCX) stock dropped to record low of $123.99. Pentagon AI computing talks emerge as analysts maintain Moderate Buy rating with $234.78 target.

AMD stock rose nearly 3% Monday ahead of its AI event. UBS forecasts product roadmap updates but tempers expectations on customer announcements.

Hut 8 (HUT) stock surged 16% after securing a $9.8B AI data center lease, fully commercializing its Texas campus with $26.6B total contracted value.

CoreWeave (CRWV) stock jumped 2.3% as BofA reaffirmed its Buy rating at $140, raised capex estimates to $34B, and dismissed competitive concerns.

IREN (IREN) stock increases AI Cloud revenue forecast to $4B+, supported by $2.8B in contracts and rapid expansion to 480MW capacity by year-end 2026.

Capital B announces a 10-for-1 reverse stock split effective Sept. 8, restructuring shares while preserving its position as Europe's second-largest BTC holder.

Tesla (TSLA) reports Q2 earnings Wednesday. Analysts expect $0.54 EPS with 480K deliveries up 25% YoY and FSD subscriptions hitting 1.3M. Stock analysis inside.

Nvidia (NVDA) stock opens at $202.81 as investors await Alphabet earnings. KeyBanc sets $330 target amid rising competition and AI spending uncertainty.