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Charter (CHTR) Is In Talks With SpaceX On Consumer Mobile Partnership
Simply Wall St.85d agobullish
Charter (CHTR) Is In Talks With SpaceX On Consumer Mobile Partnership

Charter Communications (NasdaqGS:CHTR) is reported to be in executive-level talks with SpaceX about a partnership for consumer mobile services. The discussions focus on using Charter's ground internet infrastructure to support SpaceX's direct-to-cell mobile offering. The potential alliance could extend mobile coverage into more remote areas while adding new revenue opportunities for both companies. Charter Communications operates as a major cable and broadband provider in the U.S., with a...

ETF Zoo: Mid-Year Check-In  the AI Trade That Won’t Quit
etf.com85d agoneutral
ETF Zoo: Mid-Year Check-In the AI Trade That Won’t Quit

<p>The ETF industry smashed through the $1 trillion mark in flows shortly before the close of the first half. Find out what this week’s ETF Zoo crew thought about where the money is going, SEC regulatory updates, leveraged ETF popularity and more. </p>

Why Qualcomm (QCOM) Shares Are Trading Lower Today
StockStory85d agoneutral
Why Qualcomm (QCOM) Shares Are Trading Lower Today

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI device using the company's Snapdragon chip, and after its removal from several Russell indexes.

Google Ventures makes surprise $30 million SpaceX-era bet
TheStreet85d agoneutral
Google Ventures makes surprise $30 million SpaceX-era bet

The next major space company might not be building rockets It may not be launching satellites into space, flying tourists to the edge of the atmosphere, or competing with Elon Musk’s SpaceX for the next big thing in orbit. Instead, it might accomplish something a little less glamorous: helping ...

T Mobile (TMUS) Stock Looks Rich After Starlink Mobile Fears
Simply Wall St.85d agoneutral
T Mobile (TMUS) Stock Looks Rich After Starlink Mobile Fears

T-Mobile US stock has given investors a solid 33.4% gain over the past three years, yet the current valuation checks and recent share price weakness present a more cautious picture of what that performance is worth paying for today. A 33.4% return over three years suggests T-Mobile US has rewarded patient shareholders, which puts extra focus on whether the current price still offers a compelling entry point. Speculation about SpaceX’s potential entry and even a possible T-Mobile US...

Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)
Insider Monkey85d agobullish
Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. AST SpaceMobile (NASDAQ:ASTS) ranks #11 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 39 Redditors say that for those interested in space, consider AST SpaceMobile (NASDAQ:ASTS) instead of chasing SpaceX hype. AST SpaceMobile is developing the world’s first […]

Forget SpaceX (SPCX) and Buy This Ecommerce Stock Instead
Insider Monkey85d agobullish
Forget SpaceX (SPCX) and Buy This Ecommerce Stock Instead

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Mercado Libre (NASDAQ:MELI) ranks #7 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 102 Mercado Libre (NASDAQ:MELI) stock tanked 11 percent this year. Reddit’s been all over it, saying this is the real play instead of buying into […]

Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
Insider Monkey85d agobullish
Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Microsoft (NASDAQ:MSFT) ranks #1 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 282 Microsoft (NASDAQ:MSFT) is down 22 percent year-to-date, and Redditors believe now is the time to buy the stock instead of chasing hype like SpaceX. Bulls […]

AI-fueled leverage is increasing market risk, expert cautions
Reuters Videos86d agoneutralVIDEO
AI-fueled leverage is increasing market risk, expert cautions

<body><p>STORY: "The concept of leverage in the economy as well as in the markets means that there's a lot of hope and excitement, and investors are really optimistic about what is to come," Rathbun explained. "And right now, that theme is AI."</p><p>"What we're seeing here in the United States is not only a lot of capital going into AI related names, it's also AI-related companies taking out debt," she continued, noting how Nvidia and SpaceX each raised $25 billion in debt sales.</p><p>"So if you put it all together, the amount of leverage that is actually going into the markets and specifically into AI is enormous," she added. "That could turn out to be really good if the investment turns out well. But it is a form of building risk into the markets and risk into the economy."</p></body>

An Analyst Called SpaceX’s Valuation ‘Catastrophic.’ Options Traders Are Betting the Other Way
24/7 Wall St.86d agoneutral
An Analyst Called SpaceX’s Valuation ‘Catastrophic.’ Options Traders Are Betting the Other Way

CNBC’s Oliver Renick spent part of his July 2 segment on a tension defining SpaceX (NASDAQ:SPCX) trading. A Daiwa Securities analyst opened Thursday labeling the stock’s valuation “catastrophic”. Options desks spent the same morning buying calls. Shares are up roughly 9% off recent lows after a three-day bounce, closing at $157.54 on July 1 and ... An Analyst Called SpaceX’s Valuation ‘Catastrophic.’ Options Traders Are Betting the Other Way