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To frame the audacity of the figure: the 191 technology companies in the S&P 1500 collectively generated $2.4 trillion in revenue last year, according to FactSet data cited by the Journal. Anthropic’s claimed market opportunity is more than 12 times that combined total. The company is looking at the full scope of work that could be completed with AI models as its methodology for the TAM calculation, people familiar with the matter told the Journal.

The Terafab could become the world's largest vertically integrating chipmaking plant.

Find insight on SpaceX, Nvidia, Alibaba and more in the latest Market Talks covering technology, media and telecom.

SpaceX stock is surging on a timeline shift that has nothing to do with rockets and everything to do with AI compute in orbit, but a looming share unlock and an unproven launch vehicle complicate the bull case heading into a critical week.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

SpaceX’s record-breaking IPO tested the limits of an obscure financial metric. The maker of Claude is likely to tell investors its potential revenue opportunities are above $30 trillion, topping SpaceX’s $28.5 trillion estimate, according to people familiar with the matter. Tech startups or other growing companies going public often estimate their “total addressable markets,” or TAMs, to show investors they have ample room to grow.

The Nasdaq Composite and S&P 500 Index were up, while the Dow Jones Industrial Average was roughly f

Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.

Bitwise has launched a new product that lets eligible investors outside the U.S. automatically follow professionally designed portfolios of tokenized U.S. stocks whil...

On this episode of Stock Movers: - Dick's Sporting Goods (DKS) shares are plummeting as it lowered its full-year outlook amid weakness at its recently acquired Foot Locker unit. - Apple (AAPL) shares are slightly lower as the tech giant is gearing up to launch a new version of its Mac mini desktop computer for the first time in almost two years, according to people familiar with the matter. - SpaceX (SPCX) shares are higher in the premarket as Elon Musk says SpaceX's first AI satellites, powered by Nvidia chips, will initially launch in the fourth quarter of next year and hit "significant scale" in 2028.

President Trump made over 1,000 new stock trades in June, totaling between $78 million and $263 million. Yahoo Finance Washington Correspondent Ben Werschkul outlines the details in the video above.

The AI giant's management team isn't rushing to go public.

Elon Musk is doing what he always does: making aggressive capex moves and pushing up timelines. SpaceX on Tuesday announced Starbase, Louisiana, a "high cadence" launch site that will eventually support "thousands" of Starship launches a year.

A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.

The average of price targets set by Wall Street analysts indicates a potential upside of 61.4% in SpaceX (SPCX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

SpaceX (SPCX) launched 29 Starlink satellites this week. CEO Elon Musk also noted that the company's first Nvidia-powered (NVDA) orbital data center could launch in the fourth quarter of 2027. Yahoo Finance Breaking Business News Reporter Jake Conley chats with Yahoo Finance Senior Autos Reporter Pras Subramanian and Business Insider executive editor and anchor Dan DeFrancesco about what's next for the company.

OpenAI has terminated a number of ChatGPT accounts from Russia, accusing them of participating in a clandestine online misinformation operation. The Sam Altman-led company discovered the issue while analyzing AI-generated social media posts, leading to the identification of a broader...

JPMorgan expects Grok’s improving monetization to become an increasingly important contributor to SpaceX’s AI revenue.

Wall Street targets range from $100 to $250 a share.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

Tesla hiked prices for two Cybertruck trims on Tuesday. Tesla stock is trying to get back above a key moving average.

Recent financial disclosures revealed the largest investors in SpaceX.

JPMorgan analyst Doug Anmuth argues that Space Exploration Technologies Corp‘s (NASDAQ:SPCX) narrative is evolving beyond rockets and Starlink. The company’s AI strategy, he argues, is becoming tangible enough to justify keeping its $240 price target—implying nearly 80% upside from Monday’s closing price of $135. Anmuth pointed to the completion of SpaceX’s acquisition of AI coding platform Cursor on Aug. 14, describing it as a key step toward building a stronger enterprise AI business. Cursor,

Ukrainian President Volodymyr Zelensky said Elon Musk could reconsider his opposition to allowing Ukraine to use Space Exploration Technologies Corp.’s Starlink over Russian territory, even though the billionaire views the move as an escalation, according to the Kyiv Independent. Musk...

SpaceX stock rose in early trading on Tuesday after closing at its $135 June IPO price on Monday. CEO Elon Musk retweeted a post from chip maker Nvidia about its Vera Rubin semiconductors, adding that SpaceX has helped design a “space-optimized” version that is planned for orbit in 2027 with “significant scale” in 2028. Vera Rubin is Nvidia’s latest AI Graphics Processing Unit (GPU), offering faster compute than its Blackwell chips and much better token throughput.

$137 billion How much traditional IPOs in the U.S. have raised so far this year, according to Dealogic. A parade of offerings still the pipeline promise to make this a record year: Anthropic alone, which could debut as soon as September or October, is expected to raise up to $100 billion, according to people familiar with the matter.

These two famous money managers have different views on valuation.

Recall the debate about SpaceX when it went public. A lot of investors believed Elon Musk’s rocket company wouldn’t be a very good bet at its initial public valuation of around $1.8 trillion. Many were likewise concerned that some index rules had changed to accommodate companies like SpaceX, which have big valuations but low “floats” of public shares.

The final weeks of summer are typically quiet on Wall Street. A wave of initial public offerings expected after Labor Day is bringing a burst of activity. Fund managers and analysts say their calendars are filling up with meetings with companies eager to test investor appetite.