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The recent surge in inflation has forced institutions and individuals to make some strategic, defensive hedging trades they wouldn't normally make.
It might be a volatile week for the markets.
President Trump's 180 on inflation may result in a corresponding about-face for Wall Street's bull market.
Investing.com -- Investors have had to assess a mix of earnings disappointments, capital raises, and shifting fortunes, with the week headlined by SpaceX's high-profile public market debut.
On June 11, Intel (INTC) received a Wall Street revamp that could flip the script on its stock performance, according to a research note shared with me at TheStreet. Investors had been bracing for more skepticism around Intel’s turnaround. The company still faces fierce pressure from Nvidia, ...
The S&P 500 has climbed to near-record highs despite growing concerns about valuations, AI spending, and signs of speculative behavior across parts of the market. The S&P 500 has rallied 8% year to date, after delivering double-digit gains in 2023, 2024, and 2025. Investors have recently ...
Structural, operational, valuation, and historical headwinds all point to SpaceX stock being a disaster.
Just what retail investors needed... a leveraged SpaceX ETF debuting the same day as Wall Street's largest-ever IPO.
It's become too much of a risk to simply ignore now.
Nvidia has told Chinese clients that its new "Vera" central processors for AI data centres could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said. Nvidia's market share in China has effectively fallen to zero, its CEO Jensen Huang said in October, hurt by U.S. export controls on advanced chips and Beijing's push for self-reliance in key technologies. The move also raises the stakes in its competition with major CPU firms Intel and AMD, which are racing to increase supplies of server CPUs for AI data centres.
SpaceX needs to capitalize on one key opportunity to justify its IPO valuation.
The S&P 500 index is sticking to its rules, but other indexes are making changes to add SpaceX as quickly as possible.
Broadcom dropped nearly 15%, despite reporting solid numbers.
Elan Microelectronics Corp (TPE:2458) focuses on security and commercial markets while lacking clarity on financial performance and future projections.
Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday. Andrews served as chipmaking rival Intel's government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
The Fed might nix its policy easing bias at next week's meeting.
Here's a look at the valuation, demand, and financial performance of the largest IPO in history.
The CPU market is expected to grow 5x through 2030.
Artificial intelligence (AI) companies will tap the capital markets for hundreds of billions of dollars over a very short time span.
The market is already treating tomorrow’s SpaceX IPO as one of the most important public offerings in decades. Investors are focused on valuation, demand, and whether the company can justify the excitement surrounding a business that spans launch services, Starlink internet, artificial intelligence, robotics, and advanced manufacturing. Yet the bigger story may be what happens ... Prediction: Elon Musk Will Target 2 Trillion-Dollar Acquisitions After the SpaceX IPO
Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.
SpaceX will debut on the public markets, having raised at least $75 billion at a valuation of $1.78 trillion, making it the largest initial public offering ever.
The SpaceX IPO prospectus makes several bold claims.
Recent filings clarify SpaceX's biggest growth opportunities.
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