Reuters51d agoneutral
Morning Bid: AI stocks learn to fly — but ain't got wingsA look at the day ahead in European and global markets from Satoshi Sugiyama In "Learning to Fly", Tom Petty sang that what goes up must come down.
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Bloomberg51d agoneutral
AI’s Volatile Power Demand Is Damaging Its Own Data Centers(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi
24/7 Wall St.51d agobearish
SpaceX Falling to $100: A Clear Line in The SandSpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.
AFP51d agoneutral
Asian stocks mostly down with tech firms back under pressureMost Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.
Benzinga51d agobullish
Gary Black Says Retail Investors Buying the SpaceX Stock Dip 'Makes No Sense' as Float Set To Double on ThursdayThe Future Fund‘s Gary Black questioned retail investors buying the dip in Space Exploration Technologies Corp. (NASDAQ:SPCX) on Wednesday, saying the optimism overlooks a massive post-IPO share unlock that could more than double the stock’s public float. Black Questions Retail Optimism “This makes no sense with 911.5M new SPCX shares potentially entering SPCX’s float tomorrow, which will double its size,” Black said in a post on X. He shared a MarketWatch report citing Vanda Research that showe
Reuters51d agobullish
Asia shares ease on tech pullback, oil stable as Iran talks stay in focusBy Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects
Stocktwits51d agobearish
US Stock Futures Inch Higher Following S&P 500, Nasdaq Drop As Investors Brace For SpaceX Share Unlock — GOOGL, UBER, META, FLUT, AMZN In Focus911.5 million shares held by SpaceX employees and early investors become eligible for sale on Thursday.
BeInCrypto51d agoneutral
Musk Says SpaceX Revenue Could Hit $1 Trillion a Year Early Even as Stock SlidesSpaceX now expects $1 trillion in revenue by 2030, a year early, even as its stock fell on rising AI capex.
Fortune51d agoneutral
SpaceX created a new class of ultrawealthy. Here’s what comes nextFew public offerings have created so many paper millionaires so quickly. But that was on paper.
BeInCrypto51d agoneutral
Polymarket Gives 18% Odds to a Tesla-SpaceX Merger Announcement in 2026Polymarket traders give just 18% odds to a Tesla-SpaceX merger in 2026. Here is why skepticism runs so deep.
Reuters Videos51d agoneutralVIDEO
Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq<body><p>STORY: U.S. stocks ended mixed on Wednesday, with the Dow adding about half a percent to notch another record high close, the S&P 500 slipping marginally and the tech-heavy Nasdaq dropping more than eight-tenths of a percent.</p><p>The Nasdaq saw its first decline in five sessions as AMD fell 7% and SpaceX stumbled nearly 14% following the release of its quarterly earnings.</p><p>SpaceX shares could face additional pressure from the expiration of the stock's post-IPO lock-up period starting on Thursday, said Shana Orczyk Sissel, founder and CEO of Banríon Capital Management.</p><p>"There will likely be a lot of folks looking to sell their positions that they've held for a long time, to monetize their investment, which they've had for a while since the company was private. That's going to put pressure on the stock. [FLASH] So I would not be a buyer of SpaceX until we have a better idea of what kind of float's going to be out there after these lockups expire."</p><p>:: Amgen</p><p>Outside of tech, shares of Amgen gained about four-and-a-half percent on a second-quarter sales boost for the drugmaker, helping to lift the blue-chip Dow.</p><p>Rival Eli Lilly jumped about 5% after the company raised its full-year revenue forecast.</p><p>And shares of Disney rose roughly three-and-a-half percent after the entertainment giant beat quarterly profit expectations.</p></body>
Motley Fool51d agoneutral
Should You Forget Tesla Stock Near a 52-Week Low?The EV maker's latest bounce-back could prove fleeting, but don't assume it shatters the long-term bull case.
24/7 Wall St.51d agoneutral
Jim Cramer: SpaceX Could Reach $1 Trillion in Revenue by 2030, but “Short Term, Forget About It”On CNBC’s Squawk on the Street this morning, Jim Cramer laid out a two-sided view of SpaceX in the wake of the company’s first post-IPO earnings report. He’s bullish on the trillion-dollar revenue thesis by 2030, but he’s cautious about the near-term headwinds likely to hit the stock as soon as tomorrow. SpaceX reported a ... Jim Cramer: SpaceX Could Reach $1 Trillion in Revenue by 2030, but “Short Term, Forget About It”
Bloomberg51d agobullish
Asian Stocks Set for Declines as AI Rally Cools: Markets Wrap(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit
Axios51d agoneutral
AI's bottomless pit problem: Investors are scrutinizing costsInvestors are scrutinizing the AI trade amid concerns that companies may be throwing money into a bottomless pit.
Reuters Videos51d agobullishVIDEO
SpaceX stock not a buy until lockups expire, investor says<body><p>STORY: Shares of SpaceX plunged nearly 14% on Wednesday, one day after Elon Musk's rocket and AI company reported its first quarterly results since its IPO.</p><p>SpaceX's revenue nearly doubled and operating losses narrowed, fueled by its booming Starlink satellite communications and AI businesses.</p><p>But investors remained concerned about how long the company could maintain spending on AI-related investments such as data centers.</p><p>"An earnings call involving Elon Musk is a lot of vision, not a lot of substance often," Orczyk Sissel said. "And I think we saw that. The stock was down following the call, I think, in anticipation for the expiration of the lockup." </p><p>The current float is so small that the first lockup expiry alone could more than double the number of shares available for trading.</p><p>"I would not be a buyer of SpaceX until we have a better idea of what kind of float's going to be out there after these lockups expire," Orczyk Sissel said.</p></body>
Benzinga Prediction Markets51d agoneutral
SpaceX Is Quietly Becoming a 'Neocloud,' Veteran Analyst Says: Here's What That MeansElon Musk’s SpaceX (NASDAQ:SPCX) beat revenue estimates in its first earnings report as a public company, but one veteran analyst says the rocket maker is quietly turning into something else: a landlord for other people’s AI compute. Shares tumbled as...
Investor's Business Daily51d agobearish
Dow Jones Futures: Nvidia Lifts Dow To High, But Google, SpaceX Skid; Sandisk, Western Digital Earnings LateThe Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.
GuruFocus.com51d agoneutral
Elon Musk Raises Stakes for SpaceX's Next MoveOne successful flight could reshape SpaceX's cost equation
Motley Fool51d agoneutral
SpaceX's 911.5 Share Unlock Hits Tomorrow. What Investors Need to Know.SpaceX's public float is about to more than double -- and it's happening right after a post-earnings sell-off.
Investor's Business Daily51d agoneutral
Musk Says These Tesla Products Will 'Dramatically' Increase Starlink DemandTesla's AI products will "dramatically" increase demand for SpaceX's Starlink internet service, CEO Elon Musk said. Both stocks are down.
MediaPost51d agoneutral
SpaceX Q2 Earnings Show X's Shrunken Ad BizWhile SpaceX's most recent earnings report barely mentions X, it is clear the company's ad revenue has fallen hundreds of millions of dollars since Elon Musk took over in 2022.
Proactive51d agoneutral
SpaceX shares plummet after earnings as analysts back long-term outlookSpaceX Corp (NASDAQ:SPCX) shares remained under pressure on Wednesday, with shares falling about 13% to around $109, as analysts remained broadly positive following the company's first earnings report as a public company, arguing the results reinforced its long-term growth outlook despite...
24/7 Wall St.51d agobearish
Elon Musk Thinks the SpaceX Crash is an ‘Insane Opportunity’—Should You Trust Him?SpaceX just posted its first public earnings report and shares cratered in after-hours trading, but Elon Musk is calling the selloff a buying opportunity. Before you follow his lead, there are some serious questions about the numbers worth considering.
Motley Fool51d agoneutral
Why Nvidia Stock Rallied TodayThe company will be the exclusive provider of AI chips to another big name in the space.
GuruFocus.com51d agoneutral
SpaceX's AI Ambition Is Starting to Test Investor PatienceA sixfold jump in capital spending overshadowed stronger results and a more ambitious long-term revenue target.