SpaceX (SPCX) rose about 7.6% to roughly $171.09 after Elon Musk confirmed early-stage discussions with TSMC; Morgan Stanley reiterated an Overweight rating and $300 price target. JPMorgan expects memory supply constraints to persist through at least 2028, with HBM bit demand forecast to grow 63% and CY2027 HBM blended ASPs to rise 54% year over year across MU, SNDK, WDC, SKHY, and STX.

RBC raised its ZETA price target to $40 from $31 and reiterated Outperform. ONDS secured a $56 million order, while AVGO is involved in a $60 billion chip-financing package tied to Anthropic’s Google TPU lease. NU, EWZ, and MELI outperformed after Brazil’s election first round; BLK was named among potential anchors for OpenAI’s reported $30B+ funding round. Melius upgraded MSFT to Buy with a $665 target and expects Azure growth above 50% by F4Q27.