Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

An investment in SpaceX is not what you think it is. At least, it's less about rockets and more about something else.
Consolidated net income soars 90% QoQ to KRW1.9 trillion, driven by a KRW1.6 trillion SpaceX valuation gain and record overseas subsidiary performance.

SpaceX is poised to unleash a torrent of spending on physical infrastructure. Can its revenue keep up?

Orbital data centers could be the next frontier in the AI race for massive infrastructure buildouts, but experts are divided on the timeline, with one saying it is a “next-decade event," even as Space Exploration Technologies Corp. CEO Elon Musk...

Find insight on ASML Holdings, Adobe, EchoStar and more in the latest Market Talks covering Technology, Media and Telecom.

Cognition's valuation multiple is higher than Cursor's was before selling to SpaceX.

The Exploration Company (TEC) has raised $450 million to build reusable spacecraft, in what it describes as “the largest-ever Series C by a European space company.”
One engineering breakthrough could unlock an entirely different company
The potential demand comes as additional lockups continue to increase the public float

Bloomberg's Carmen Reinicke said that thousands of SpaceX shares are set to come back into the market as the Nasdaq 100 index goes through rebalancing and the space company sees more stock lockup expirations. Reinicke called the potential for stock movement 'really substantial' and said that SpaceX's weight in the Nasdaq 100 will only continue to rise until all available shares are bought.

Wall Street’s marquee event this fall is expected to be Anthropic’s initial public offering. It could raise up to $100 billion and value the artificial-intelligence giant at around $2 trillion, The Wall Street Journal has reported. Anthropic confidentially filed its IPO paperwork with the Securities and Exchange Commission in June.
SpaceX Gets a Bullish Call as Analyst Sees 49% Upside From Starship

Pivotal Research just slapped a price target on SpaceX that towers above where shares currently trade, and the space complex is rallying in response, but a looming supply risk could complicate the bull case before it plays out.

The past several years saw muted IPO activity, a generally negative signal for market health. But 2026 has reversed that trend. Yes, you can say that the June IPO of SpaceX, the largest ever public offering, which raised over $85 billion in funding for Musk’s private space launch company, has accounted for the bulk of the first half’s IPO activity, but that is only part of the story. Even if you strip out SpaceX, the first half of this year saw new ‘traditional’ initial public offerings generate
EchoStar's (ECHO) stock upside could be primarily driven by its expected 2% stake in SpaceX's (SPCX)

Intel Corp. (NASDAQ:INTC) shares jumped over 10% Tuesday after an analyst turned bullish on the chipmaker, arguing Elon Musk’s massive Terafab project could provide much-needed scale for its foundry business. Northland Securities analyst Gus Richard upgraded Intel from Market Perform...
AT&T says it will be the first major U.S. telecom provider to integrate Leo satellite services with fiber and 5G.

EchoStar (NASDAQ:ECHO) shares got a boost Tuesday after UBS resumed coverage of the stock with a Buy rating and a $150 price target, sending the stock up 4.2%. The UBS upgrade reflects EchoStar's transformation from wireless operator to investment vehicle, following the company's sale of...
The bullish model assumes 50 flights per vehicle before Starship has completed one commercial mission.

Alphabet's stock has some goofy things going on with its valuation metrics.

Elon Musk's space transportation, satellite internet, and artificial intelligence company has already lost 34% of its peak value.

GE Aerospace (GE) agreed to acquire castings manufacturer Consolidated Precision Products in a deal

Wall Street sees huge potential in SpaceX’s AI ambitions, but its $2-trillion valuation may leave little room for growth.

Elon Musk says a lot of things that can upend the shares of any number of companies. Rare earths are a group of more than a dozen elements that aren’t exactly rare, but they are difficult to process. Over the years, the Chinese have grown dominant in rare earth mining and production, using near-monopoly power to put other producers, including those in the U.S., out of business.

Great Hill Capital Chairman and Managing Member Thomas Hayes and AllSource Investment Management founder and Managing Partner Patrick Kennedy join Yahoo Finance Executive Editor Brian Sozzi to discuss Robinhood (HOOD) serving as the underwriter for Oura ahead of its IPO and whether the platform is accumulating a reputation as a bank.

Honeywell Aerospace (HONA) stock trades at about 54% of its 52-week high. It closed at $161.01 on September 4, 2026, up 5.5% across the last two sessions. Orders keep climbing. What the company cannot get are the parts to build what it has sold.

A presidential caption declaring the Moon American property changes no treaty, but it may be reshuffling billions in defense contracts toward a handful of space companies already sitting on record backlogs.

Bill Ackman just placed a major bet on the owner of the New York Stock Exchange, arguing that investors have the AI threat to this business exactly backwards.