News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.
Anthropic's revenue is exploding -- and Amazon and SpaceX are cashing in on the AI boom before any IPO even happens.
Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk has denied that the commercial spaceflight company tried to acquire artificial intelligence (AI) startup Cognition AI. SpaceX Did Not Try To Acquire Cognition On Wednesday, Cognition CEO Scott Wu took to the...
Musk's 2030 revenue prediction for SpaceX may be too optimistic.
Exchange-traded funds could be ramping up their SpaceX holdings as shares are unlocked and the stock price recovers.
The latest update on Space Exploration Technologies trims the analyst fair value estimate from US$223.00 to US$213.50, based on refreshed assumptions in the valuation model. This adjustment sits against a backdrop of Street targets that range widely from US$75 to US$800, reflecting very different views on how much credit to give the stock for AI, Starlink and Starship optionality. As you read on, you will see how the evolving narrative and key inputs might shape your own view of Space...
Space Exploration Technologies' staggered and accelerated share unlock schedule is a disaster in the making for retail investors.
Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.
Nebius just announced its third major debt issue in a year to support its massive AI infrastructure expansion.
It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.
Electron’s next mission will launch a Japanese QPS-SAR Earth-imaging satellite, with the window opening Thursday.
SpaceX launched another 24 Starlink satellites from California on Tuesday, pushing the network toward 11,000 spacecraft in low Earth orbit.
SpaceX was reportedly in talks to buy AI coding startup Cognition. SpaceX has already acquired Cursor as it races to catch up to rivals like OpenAI and Anthropic in enterprise AI.
These two stocks both have market caps of more than $1 trillion, but Eli Lilly's valuation is supported by strong financials.
SpaceX's AI spending spree continues as it tries to achieve its ambitious goals.
Anthropic and OpenAI may go public in the near future, but they could be risky, volatile investments out of the gate.
Investing.com -- SpaceX approached artificial intelligence coding startup Cognition AI Inc. about a potential acquisition, Bloomberg reported Wednesday, marking what would have been its second major takeover in recent months as it expands its AI capabilities.
SpaceX approached artificial intelligence coding startup Cognition AI Inc. about a potential acquisition, according to people familiar with the matter, in what would have been its second large takeover in recent months to gain ground in the AI race.
What does Google's $94 billion stake in SpaceX really mean?
Elon Musk's space company has taken shareholders on a wild ride in its first few months on the public market.
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Viasat (NASDAQ:VSAT) and its peers.
Space Exploration Technologies (NasdaqGS:SPCX) is preparing to launch Starlink V3 satellites, which are expected to expand its broadband reach and add technologies such as femtocells to strengthen coverage. SpaceX announced Starmind, a joint project with Nvidia to build AI data centers in orbit that aim to use space based efficiencies and advanced hardware for global compute. The two initiatives push Starlink deeper into the broadband market and position SpaceX closer to the growing AI...
Harvard Management Co. disclosed a $2.2 billion stake in SpaceX, showing how the university's endowment has profited from an early bet on Elon Musk's giant rocket company. Janet Lorin, Bloomberg News Higher Education Reporter, discusses the disclosure and what it signals for other university investments.
Tesla Inc. CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a...
SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.