Bloom Energy (BE) stock jumped 5% Friday after Virginia’s energy plan favored fuel cells, with analysts at RBC and Barclays raising price targets.

Cerebras Systems (CBRS) gained 2% after Freedom Capital upgraded the stock to Buy, calling the OpenAI selloff overblown and citing strong AI inference demand.

Amazon Web Services and Microsoft Azure expected to face Digital Markets Act designation by November 2026, requiring interoperability compliance.

Rivian (RIVN) stock gains after delivering 19,248 vehicles in Q3, beating estimates by over 1,200 units as the R2 SUV fuels 46% year-over-year growth.

Spire Global (SPIR) stock rose 4% after launching three satellites from its new Colorado facility aboard SpaceX’s Transporter-18 rideshare mission.

Google and Planet Labs successfully launched a satellite to test tensor processing units in orbit, exploring the future of space-based machine learning.

Ford (F) stock slipped after Q3 sales fell 6.6%, though the automaker narrowly kept its No. 3 U.S. ranking ahead of Hyundai by just 1,195 vehicles.

Google’s Gemini 4 Argon enters the AI race behind Claude models, while Meta’s Muse agent surpasses 5M downloads. Pricing, benchmarks, and market impact.

Tesla (TSLA) shares climbed 4% after reporting 486,532 Q3 deliveries, beating estimates despite growing competition from Chinese EV makers like BYD.

THORChain has activated its Zcash (ZEC) liquidity pool after completing node churn, with trading coming soon and liquidity currently limited.

Palantir (PLTR) stock gained 2% after announcing Armada as its first Certified Modular Data Center Partner for sovereign AI infrastructure solutions.

Porsche discontinues its Web3 initiative and Pioneers Circle after four years. The 911 NFT collection stays on-chain despite plummeting trading volume.