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Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back
24/7 Wall St.86d agoneutral
Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

SpaceX investors may be ignoring troubling trend
TheStreet86d agoneutral
SpaceX investors may be ignoring troubling trend

SpaceX briefly topped $225 in its first week on the Nasdaq before retreating, with shares recently trading around $170 under the ticker SPCX, Yahoo Finance reported. Starlink hit 10.3 million subscribers across 164 countries and territories by the end of the first quarter, according to the ...

Rocket Lab’s CEO Just Bet $8 Billion on Taking Down SpaceX. Here’s the ‘1+1=3’ Logic
24/7 Wall St.86d agoneutral
Rocket Lab’s CEO Just Bet $8 Billion on Taking Down SpaceX. Here’s the ‘1+1=3’ Logic

CEO Peter Beck just spent approximately $8 billion to buy a satellite phone company. Rocket Lab (NASDAQ:RKLB) is on a 16% weekly gain since the acquisition of Iridium Communications (NASDAQ:IRDM) hit the tape. The pitch is that this deal turns Rocket Lab into a full-stack space operator capable of taking market share from SpaceX and ... Rocket Lab’s CEO Just Bet $8 Billion on Taking Down SpaceX. Here’s the ‘1+1=3’ Logic

A Third of SpaceX’s Tradable Shares Are Now Betting Against It. The Squeeze Math Is Wild
24/7 Wall St.86d agoneutral
A Third of SpaceX’s Tradable Shares Are Now Betting Against It. The Squeeze Math Is Wild

Short sellers piled into SpaceX (NASDAQ:SPCX) faster than almost any newly public stock in recent memory, and the position is now enormous enough to matter to every long-term holder watching this thing settle. Roughly 31% of the free float, about 196 million shares, is sold short as of Tuesday, according to Ortex data reported by ... A Third of SpaceX’s Tradable Shares Are Now Betting Against It. The Squeeze Math Is Wild

Is Cerebras Systems (CBRS) Better Than SpaceX and SanDisk?
Insider Monkey86d agoneutral
Is Cerebras Systems (CBRS) Better Than SpaceX and SanDisk?

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Cerebras Systems (NASDAQ:CBRS) ranks #9 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are OpenAI and […]

Is AST SpaceMobile (ASTS) The Next SanDisk (SNDK)?
Insider Monkey86d agoneutral
Is AST SpaceMobile (ASTS) The Next SanDisk (SNDK)?

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. AST SpaceMobile (NASDAQ:ASTS) ranks #1 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 39 AST SpaceMobile (NASDAQ:ASTS) is frequently mentioned on Reddit by investors speculating about which stock could become the next SanDisk. […]

What's next for the IPO market in 2026?
Yahoo Finance Video86d agoneutralVIDEO
What's next for the IPO market in 2026?

Morning Brief host Brooke DiPalma welcomes Business Insider Today Executive Editor and Anchor Dan DeFrancesco to discuss the timeline for a potential SpaceX (SPCX) IPO, what he expects from the IPO market through the rest of 2026, and what could happen once OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) hit markets.

SpaceX Valuation Is ‘Catastrophic,’ but the Stock Is Rising Anyway
Barrons.com86d agoneutral
SpaceX Valuation Is ‘Catastrophic,’ but the Stock Is Rising Anyway

SpaceX stock was rising early Thursday despite a couple of new Wall Street reports that just aren’t very bullish. Shares of Elon Musk’s rocket and AI company were up 1.7% at $160.17 in early trading Thursday, while the and were up 0.7% and 0.8%, respectively. Overall, 13 analysts have launched coverage of SpaceX stock.

Forget SpaceX: Investors Say This Is The Next Breakout AI Stock in 2026
Insider Monkey86d agoneutral
Forget SpaceX: Investors Say This Is The Next Breakout AI Stock in 2026

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Digi Power X Inc (NASDAQ:DGXX) ranks #7 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 11 Digi Power X Inc (NASDAQ:DGXX) is an energy infrastructure and AI data center company. It makes […]

Retail Investors Say Ditch SpaceX and Buy Amprius Technologies (AMPX)
Insider Monkey86d agobullish
Retail Investors Say Ditch SpaceX and Buy Amprius Technologies (AMPX)

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Amprius Technologies (NYSE:AMPX) ranks #2 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 36 Amprius Technologies (NYSE:AMPX) is up 55% this year, but Redditors believe the stock has a huge upside potential. […]

Dan Ives' Final Major Call At Wedbush: SpaceX
Investor's Business Daily86d agoneutral
Dan Ives' Final Major Call At Wedbush: SpaceX

After eight years with Webush securities and 25 years as a top Wall Street technology analyst, Dan Ives announced Thursday plans to move on. Well known as a colorful commentator and a longtime Tesla bull, Ives aims to launch what he described as a "modern merchant bank," aimed at combining research, advisory, capital raising and investing under one roof, the analyst told CNBC. On Tuesday, Ives wrapped up his term at Wedbush by initiating coverage of SpaceX with an outperform rating and $190 price target.

From $4.8 to $101: Rocket Lab’s Wild Ride Into an $8 Billion SpaceX Showdown
24/7 Wall St.86d agoneutral
From $4.8 to $101: Rocket Lab’s Wild Ride Into an $8 Billion SpaceX Showdown

Rocket Lab (NASDAQ:RKLB) shareholders who bought two years ago are now sitting on one of the loudest re-ratings in the market. The stock traded at $4.54 on July 1, 2024. It closed $101.65 on June 30, 2026, a staggering 2,138% two-year run. Retail investors are now treating the ticker like a proxy for the entire ... From $4.8 to $101: Rocket Lab’s Wild Ride Into an $8 Billion SpaceX Showdown

Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
24/7 Wall St.86d agoneutral
Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Pre-Market Stock Futures: Futures are trading mixed as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Why OpenAI And Anthropic's Road To IPO Is Getting Bumpier
Investor's Business Daily86d agoneutral
Why OpenAI And Anthropic's Road To IPO Is Getting Bumpier

SpaceX stock has pulled back after its record-setting IPO. Anthropic, meanwhile, is increasingly facing government scrutiny for its ability to prevent its models from being used maliciously. "They're going to be the 300-pound gorillas in the room," Ross Carmel, a partner at capital markets law firm Sichenzia Ross Ference Carmel, told Investor's Business Daily.