Tesla (TSLA) was upgraded by Barclays to Overweight, with its price target raised to $450 from $370. SpaceX (SPCX) signed a $40B GPU financing commitment, with deliveries and lease payments expected to begin in H1 2027. Anthropic (ANT) reportedly filed for a Nasdaq IPO; its disclosed AI infrastructure commitments include large agreements with Broadcom, SpaceXAI, Google, Amazon, Microsoft, and AMD.

Microsoft (MSFT) is offering voluntary buyouts to about 60,000 employees. Meta (META) plans roughly $35B in equity offerings and is considering a separate $60B program; NVIDIA (NVDA), AMD, and Broadcom (AVGO) have expressed nonbinding interest in buying up to $5B of Meta shares combined. DoorDash (DASH) is reportedly in advanced talks to acquire Instacart (CART), with no deal announced.

The post also reports $12B in monthly inflows to the 10 largest leveraged equity ETFs, including $9B for SOXL and $1.3B for TQQQ. Morgan Stanley sees possible near-term S&P 500 (SPX) downside to 7,100–7,200 and a year-end target of 8,000; UBS defended CoreWeave (CRWV)’s financing outlook, while Cantor Fitzgerald reiterated an Overweight rating and $176 target.