News

During a highly anticipated segment on the latest All-In Podcast, Chamath Palihapitiya laid out a detailed underwriting case to justify why SpaceX is worth a full two trillion dollars right now. He explained that a twenty-times sales multiple is actually a bargain when you properly measure it against the massive commercial markets that Starlink and ... The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

SpaceX stock is expected to begin trading in a few weeks.

Investors have piled Tesla call options expiring shortly at an at-the-money strike price. A Barchart report shows that volume for this contract is over 223 times normal. Some investors see TSLA stock as undervalued.

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Crypto may be in its “Nvidia 2015 moment,” according to Bitwise executive Jeff Park. Park compared crypto’s current infrastructure and regulatory struggles to Nvidia’s pre-AI ...

On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a high-growth tech company. David Friedberg argued that “having a space-based communication network, space-based data centers, and space-based communication back down to Earth wireless” ... SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

A world with no hate sounds great until Elon Musk starts wondering whether humans would even recognize happiness anymore. The Tesla and SpaceX CEO drifted into philosophy during a sprawling conversation about artificial intelligence, human nature and dystopian futures, raising...

Bubble brewing that rivals the roaring '20s, but bulls won't sell until these two things happen

(Bloomberg) -- Italy’s benchmark equity index rose past its all-time closing high set in 2000, with a recent rally in energy and chip stocks supercharging it to record levels.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, Sanctions

Tesla's Growth Story Is Cracking Under Margin and Demand Pressure

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

The global market for liquid-cooled EV charging cables is experiencing significant growth due to the accelerating adoption of electric vehicles and the increasing demand for ultra-fast charging capabilities. With the pursuit of higher power outputs, advanced cable systems are being developed to handle the substantial electrical loads required for high-speed charging, enhancing efficiency, safety, and performance. The deployment of high-capacity charging infrastructure is crucial as newer...

Long weighed down by smartphone market stagnation and the impending loss of Apple as a client, Qualcomm is staging a powerful comeback as it transitions to an aggressive offensive in AI data center inference and physical AI.

Rashaad Bilal of Earn Your Leisure distilled the Musk-versus-Altman saga down to one sharp line: “He knows the flaws because he knows the man.” That framing reorients how investors should read every legal filing, every X post, and every interview Elon Musk aims at OpenAI. The litigation is a competitive weapon. xAI is the business ... ‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

Elon Musk-led commercial spaceflight giant SpaceX‘s IPO could become a problem for Tesla Inc. investors and shareholders as the market readies itself for the June IPO date. Muskonomy The upcoming IPO could take investors’ appetite away from Tesla and onto...

The episode aired in 1948, but the idea is strangely valid today, except that it’s Elon Musk squaring off with himself. SpaceX is on the cusp of its initial public offering, which will raise a record amount of money. SpaceX plans to offer a relatively large amount of its stock to smaller retail investors, the same ones who hold Tesla shares.

Intel wants to capture higher margins amid surging AI PC demand and tightening supply of advanced nodes.

The stock market has spent the past year rewarding companies tied to artificial intelligence, data centers, and energy infrastructure. Yet all of those themes may soon take a back seat to a single IPO. On June 12, SpaceX is expected to begin trading publicly in what many investors believe could become the largest IPO in ... Did SpaceX’s $28.5 Trillion Bombshell Reveal Elon Musk’s Genius — or Peak Galaxy Brain?

Ford Motor Co. CEO Jim Farley on Thursday outlined the automaker’s renewed push towards expanding in the European market with multiple new vehicles and powertrains. Seven New Vehicles, Including New Bronco, EVs In a post on X, Farley outlined that...

It may be best for investors to wait until some of the excitement surrounding SpaceX fades before jumping in.

Investor Cathie Wood of ARK Invest has hailed the Tesla Inc. Model S following its sunset for kicking off a “revolution” led by Elon Musk in the artificial intelligence, outer space exploration and robotics sectors. Little Did We Know Wood,...

To launch the biggest offering ever, the space baron is drawing on his real power: everyday investors.

Three "monster stocks" -- Amazon, O'Reilly Automotive, and Nike -- show how dominant companies can keep compounding for decades by layering new growth engines on top of durable, real-world demand trends.

In recent days, Tesla’s previously disclosed US$2.00 billion investment in SpaceX, now nearly 19 million SpaceX shares, has drawn fresh attention as SpaceX’s IPO plans, deep commercial ties with Tesla, and Tesla’s long-awaited rollout of Full Self‑Driving (Supervised) in China reshape how investors view the company’s AI and autonomy ambitions. This combination of economic exposure to SpaceX and new FSD access in the world’s largest EV market gives Tesla shareholders a rare dual link to both...

Investing.com -- Humanoid robots could become a market worth as much as $200 billion by 2035 as advances in artificial intelligence, robotics, and battery technology accelerate adoption across industries, according to a Barclays report.

Quarterly filings reveal how Ford and Tesla are managing revenue shifts amid evolving strategies and margin pressures. The latest numbers highlight key trends.

Tesla has officially cancelled plans to build a manufacturing plant in India, ending years of talks with local authorities. The company is dealing with a recall of more than 14,000 Model Y vehicles in the U.S. tied to a safety label issue. Tesla's commercial ties and equity exposure to SpaceX are growing, feeding ongoing speculation about a possible merger as a SpaceX IPO approaches. For investors watching NasdaqGS:TSLA, these developments land at a time when the stock trades at $426.01 and...

Most investors don't realize this is an artificial intelligence (AI) stock.

A number of stocks jumped in the afternoon session after Treasury yields cooled and Iran peace deal progress reduced gas-pump price fears.