Rose

SpaceX shares rose after TD Cowen launched coverage of the company with a Buy rating, with analysts projecting that AI compute will generate the majority of its future revenue. The call marks a notable Wall Street endorsement of SpaceX's pivot toward data center and AI infrastructure beyond its launch business, and investors responded positively. Coverage initiation on a private-to-publicly traded SpaceX would rank among the more closely watched analyst debuts of the year.

Arm Holdings shares rose about 5% as a broader selloff in semiconductor stocks eased, with Marvell Technology climbing roughly 4% and Qualcomm also gaining modestly. The rebound suggests investors were picking chip stocks back up after recent losses, though no company-specific announcements were cited in the initial coverage.

Marvell Technology shares rose on Tuesday, with the gains drawing attention from investors and market commentators. The Motley Fool covered the move, noting the stock's strong performance during the session. No specific driver behind the rally was detailed in the coverage, leaving analysts and readers to speculate about the cause of the jump.