A mixed report for Verizon (VZ) adds pressure for the legacy telecom company to maintain positioning. Diane King Hall discusses how a hike in full-year guidance isn't enough to fend off fears from SpaceX (SPCX) capturing market share. She turns to the analyst front by explain what's driving UBS' upgrade on Ross Stores (ROST) and Wells Fargo's downgrade on Fair Issac (FICO).