Notícias

The idea makes more than enough sense. Not every idea, however, has an easily identifiable way of capitalizing on it.

Anthropic is planning to go public soon in a high-profile IPO.

A rule Nasdaq wrote this spring could put the Claude maker in index funds within weeks of its debut. SpaceX just showed how small the slice starts.

Three companies tied to artificial intelligence now carry a combined valuation that dwarfs decades of American tech history, and the cash flow projections behind those numbers raise serious questions about who actually wins this bet.

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

SpaceX shares have punched through $150 twice now, fueled by billion-dollar defense contracts and a constellation no rival can match, but the balance sheet tells a story Wall Street may not be ready to hear.

Elon Musk has reopened a question investors have kicked around for years: why keep Tesla and SpaceX separate if more of their technology is beginning to converge? During the September 15 All-In Podcast, Musk joined SpaceX President Gwynne Shotwell for a discussion that explicitly included Terafab and the possibility of combining the two companies. Tesla, […]

AI valuations could dwarf the last 45 years of IPOs.

A pair of companies delayed their IPOs, sending a ripple of anxiety through the US market as investors wait for Anthropic PBC’s hotly anticipated debut to materialize.

Investor expectations have become concentrated at unprecedented scale

Space Exploration Technologies has climbed 10.9% over the past month, putting fresh attention on whether a book value lens still lines up with where the stock trades today. With the share price at US$151.85 and fresh headlines around contracts, AI ambitions and possible tie ups, the question for many investors is how much of the balance sheet is already priced in. The 10.9% gain over the last 30 days raises the stakes for anyone asking whether recent momentum in Space Exploration...

Nasdaq (NASDAQ:NDAQ) CFO Sarah Youngwood said the company sees a constructive macroeconomic backdrop, citing investment in artificial intelligence and digital technologies, resilient consumers and corporate earnings that she said are supporting market valuations. Speaking at a fireside chat with an

Industry analysts are discussing a potential merger between Space Exploration Technologies (NasdaqGS:SPCX) and Tesla that could combine the two groups under one entity. Commentary from these experts points to rising confidence that a deal could be structured to pool Tesla's AI and manufacturing with SpaceX's launch and satellite operations, including Starlink. If completed, the proposed tie up is being framed as capable of creating the world's largest listed company by market value. The...

SpaceX's historic IPO cratered by nearly a third, yet 28 Wall Street analysts refuse to downgrade it. The question is whether the bull case rests on transformative compounding or on contracts that expire in 90 days.

A combined Tesla and SpaceX would dominate physical AI applications, according to Morgan Stanley. Both stocks gained on Monday.

In a recent interview, Musk highlighted the potential for collaboration if SpaceX and Tesla were to combine forces.

There are some valuable lessons investors should learn before Anthropic goes public.

Wedbush's Dan Ives says a Tesla-SpaceX merger has 80% odds by 2027, calling it a bid for the world's largest company.

Amazon and Alphabet will benefit in two big ways from Anthropic's IPO.

Baron Capital founder and CEO Ron Baron is a long-time investor in both Tesla Inc and SpaceX. When it comes to a potential merger of the two companies, Baron says CEO Elon Musk knows best. Ron Baron on SpaceX/Tesla Merger...

The Anthropic IPO will be delayed until November, the WSJ reported. OpenAI forecast massive negative cash flow, the FT reported.

Blockbuster IPOs rarely live up to the hype.

The market will be highly affected by this IPO, even if the stock isn't included in the index right away.

SpaceX completed the largest IPO in history in June.

The most exciting upcoming IPOs include AI powerhouse Anthropic and data center infrastructure provider SB Energy.

All signs seem to point to an affirmative answer to that question.

Will fears of AI crush Anthropic's IPO valuation prospects?

Strategist Dave Sekera said Tesla’s “pendulum” swings create opportunities for traders while long-term holders can keep “some dry powder” to buy selloffs.

History suggests waiting before buying IPO stocks.

Brian Aggrey worked at SpaceX for over a decade. After the company’s record-breaking IPO in June, he and his wife, Phoebe Novack, saw their fortunes increase dramatically. In July, they traveled to Milan and Cote d’Azur and stayed in the French countryside, where Novack took acting classes over the summer.