ab 5 August 2026 Global Research US Daily Brief Today's Research – Aug 05, 2026 Space Exploration Technologies Corp (SPCX, Buy, US$210) - Solid progress on all fronts (John C. Hodulik, CFA) Hitting on all cylinders with Starship progress, accelerating Connectivity growth and new AI cloud deals. Machinery, Engineering & Construction - Q2 Wrap: CAT, CMI (Steven Fisher, CFA) CAT and CMI model updates and takeaways post Q2. This report has been prepared by UBS Securities LLC. ANALYST CERTIFICATION AND REQUIRED ...