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SpaceX now plans to launch its first orbital data center in late 2027, a year ahead of schedule, using Nvidia hardware exclusively.
The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.
Tesla (NasdaqGS: TSLA) CEO Elon Musk outlined a concept for Optimus humanoid robots to act as self-replicating Von Neumann machines powered by solar energy, with a potential scale of up to one million units. Musk linked this concept to long term plans for self-replicating probes that could support interplanetary exploration and automation. SpaceX announced plans for a new Starbase project in Louisiana, described as a more than US$100b development tied to expanded launch and manufacturing...
The end of the company's first post-IPO lockup period came and went with little fanfare.
The AI boom is pushing revenue forecasts sharply higher. Nvidia could get there a year earlier—and Amazon could beat them both. “And it’s probably also worth mentioning that our internal projections for reaching $1 trillion in revenue… have moved up from 2031 to 2030,” said Musk on SpaceX’s inaugural earnings conference call on Aug. 4.
Ship 40 splashed down in the Indian Ocean on July 24 after launching from Texas — the first time a Starship upper stage stayed intact after landing in the water.
Archer burns cash in pre-commercial limbo while SpaceX generates $18.7B in revenue, but both carry crushing losses that reframe what "better" really means.
Yahoo Finance Senior Autos Reporter Pras Subramanian joins Josh Lipton on Market Domination to explore the growing relationship between Nvidia (NVDA) and SpaceX (SPCX), as the space giant is set to become one of the first customers to receive Nvidia’s next-generation Vera Rubin CPU.
Anthropic could list in late September and plans to let early backers sell stock in the IPO, unlike SpaceX.
With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.
Space Exploration Technologies (NasdaqGS:SPCX) plans a US$100b investment to build its largest spaceport, Starbase Louisiana, according to an announcement on 27 August 2026. The Starbase Louisiana project is expected to expand SpaceX launch capacity and create thousands of jobs in the region. SpaceX also outlined plans for orbital AI data centers powered by Nvidia chips to process data in space. The combined projects are aimed at reinforcing SpaceX infrastructure across both physical launch...
A $30 trillion revenue claim raises the bar for what AI companies say they’re worth to investors.
Space Exploration Technologies Corp. is winding down Starlink launches on the Falcon 9 rocket on the East Coast as the company prepares to shift to the Starship rocket. Falcon 9 Will Continue From Vandenberg In a post on X on...
Nvidia recently disclosed a large stake in SpaceX.
X is becoming harder for SpaceX investors to ignore
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Dialectic founder Ryan Zurrer comes on Market Catalysts to discuss the opportunities that tokenized assets present compared to traditional stocks, and the advantages this is giving companies like Elon Musk's SpaceX (SPCX).
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The […]
Space Exploration Technologies Corp. CEO Elon Musk has reaffirmed talks of Tesla Inc.‘s Optimus becoming the first-ever “Von Neumann” machine as SpaceX unveils Louisiana Starbase spaceport. SpaceX Plans First Starbase Louisiana Launch in 2029 In a post on X on...
BofA says Starlink is more likely to complement wireless networks.
The Compute Landlord Claims the Marketplace NVIDIA’s reported $12.9 billion acquisition of Hugging Face represents the seventh installment of the compute landlord thesis, marking a definitive shift from merely owning the silicon to controlling the marketplace itself. The Information reported the agreement on August 26, and Reuters confirmed the following day, though neither company has […]
SpaceX (SPCX) Chief Executive Elon Musk and former White House AI czar David Sacks are scheduled to
Rocket Lab is laser-focused on its launch business and isn't accelerating its capex spending like SpaceX.
There could be plenty of upside ahead for this tech megacap, but holding its shares requires the ability to handle risk and volatility.
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