After Rockstar and Sony Controversies This Year, CD Projekt Red Just Saved the Day

Tesla (TSLA) shares rose 4% to $387.47 after CEO Elon Musk supported a potential merger with SpaceX (SPCX). Musk noted independent committees are discussing the idea, but no deal is certain. Tesla's Q3 2026 report is upcoming, with profits and cash flow in focus. Rivian (RIVN) and Lucid (LCID) shares also rose slightly, but without merger speculation.

Enovix Corporation (ENVX) stock rose 9.56% on October 21, 2026, driven by strong Q3 revenue of $11M, beating estimates and showing 38% year-over-year growth. The company secured an order for 100,000 batteries from a drone systems provider, boosting its drone/defense/industrial pipeline to $216M. ENVX remains unprofitable but has a strong cash position of $475.8M.

Amprius Technologies Inc. (NYSE: AMPX) shares rose 8.38% on October 21, 2026, driven by U.S. Department of War funding and a partnership with Caminus for battery production. The company secured $75M in funding for a high-energy-density cell plant, with revenue growth but negative margins. Canaccord Genuity initiated coverage with a Buy rating and $14 price target.

Enovix Corporation (ENVX) stock rose 9.56% after announcing a 100,000-unit drone battery order. The company reported Q3 2026 revenue of $11M, up 38% YoY, with a $216M pipeline. ENVX has $512M in cash but remains unprofitable. Analyst StoneX cut its price target to $10 but maintained a Buy rating.

MicroStrategy Inc (MSTR) stock rose 8.0% on strong earnings guidance and strategic partnership news. The company expanded its Bitcoin holdings, buying 267 BTC for $22.1M and 250 BTC for $21.5M, totaling 848,517 BTC. MSTR also increased its buyback program to $3B, with $1.16B remaining. Analysts raised price targets, with Clear Street at $211, Cantor Fitzgerald at $208, and Barclays at $175. The company's stock is highly volatile and tied to Bitcoin's performance.

Circle Internet Group (CRCL) shares rose 5.8% today, driven by an analyst's price target increase to $134 and optimism around its stablecoin growth strategy. The company's recent Binance deal and upcoming earnings report also contributed to the sentiment. Insider trading activity shows significant sales by executives over the past six months.