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30,438 signal articles · 135 in last 24h · 154,019 total before filter · latest 1h ago
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Forget Doomsday: These 4 Real-World Risks Could Derail the AI Stock Rally
Barrons.com8h agobullish
Forget Doomsday: These 4 Real-World Risks Could Derail the AI Stock Rally

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

4 Not-So-Hidden Threats to the AI Stock Rally
Barrons.com11h agobullish
4 Not-So-Hidden Threats to the AI Stock Rally

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost
Insider Monkey5d agobullish
Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications. On September 15, Tigress […]

SpaceX at $155: Should You Buy Into Momentum?
24/7 Wall St.6d agobullish
SpaceX at $155: Should You Buy Into Momentum?

SpaceX just posted 92% revenue growth and a $541 million quarterly loss in the same breath, and Wall Street is split on what that contradiction means for the stock sitting 43% below analyst targets.