Virgin Galactic (SPCE) faces minimal revenue and massive cash burn. Can Delta Class spacecraft testing in Q3 2026 turn things around for investors?
Author: Trader Edge
Booking Holdings (BKNG) drops 21.5% YTD to 52-week low as Truist lowers price target on Iran risks. Mizuho upgrades amid OpenAI partnership potential.
Jefferies upgrades Kratos Defense (KTOS) to Buy with $85 target, citing Valkyrie drone production ramp and $14B pipeline driving 28% revenue growth in 2026.
Stanley Druckenmiller tripled his Alphabet (GOOGL) stake while dumping Sandisk. Google Cloud revenue soared 48% with analysts seeing 30% upside ahead.
Goldman Sachs issues oil shortage warning as Hormuz Strait closure slashes Asian imports by 9M barrels/day and diesel prices rocket 150% higher.
Profusa (PFSA) shares jumped 173% after announcing plans to acquire PanOmics diagnostics platform for $30M in equity from BioInsights LLC.
CrowdStrike (CRWD) boosts buyback plan to $1.5B as stock trades 30% off highs. Q4 revenue hit $1.31B, beating forecasts. Analysts target ~$505.
BlackRock filed to launch the iShares Nasdaq 100 ETF (IQQ), challenging Invesco’s exclusive grip on the $444B U.S. Nasdaq 100 ETF market.
Strategy (MSTR) shares jumped 3.9% after purchasing $330M in Bitcoin, ending a brief pause. The firm now holds 766,970 BTC despite $14.46B Q1 losses.
Oracle (ORCL) appointed Hilary Maxson as CFO effective April 6, 2026. She joins from Schneider Electric as Oracle accelerates cloud infrastructure.
Mobix Labs (MOBX) stock soars 28.9% premarket following announcement of $3.2M TSA contract for airport body scanner technology, with revenue through 2026.
Wells Fargo lifts AppLovin (APP) price target to $560 as mobile gaming ads defy seasonal trends and Q1 revenue estimates climb 3% above consensus.
Citi places catalyst watches on AMD and Analog Devices ahead of Q1 earnings, citing AI-driven CPU demand, analog price increases, and strong data center growth.
Cathie Wood’s ARK Invest purchases $6.9M in CoreWeave and makes first OpenAI investment while reducing Strata Critical Medical and Teradyne positions.
Intel and Micron see upgraded targets as AI server demand creates chip shortages. KeyBanc expects CPU prices up 15% and memory prices up 50% in Q2.

