Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AST SpaceMobile's shares have come back to Earth. Is it now a better buy than L3Harris Technologies?
Investing.com - Fund managers preparing for a wave of mega-cap artificial intelligence initial public offerings could trigger an early wave of tax-loss selling across underperforming blue-chip stocks, according to a report by Evercore ISI published on Sunday.
Isar Aerospace reached orbit on flight two and claims a €10 billion pipeline. What it means for SPCX stock now.
Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different. One already earns revenue from compute today while the other burns billions building the infrastructure it needs just to compete.
Anthropic stands ready to dethrone Elon Musk’s SpaceX, which rewrote Wall Street’s record books in June.
SpaceX completed its 80th Starlink launch of the year on Sunday, sending 27 satellites to low-Earth orbit from California.
Stocks look expensive when viewed through a long-term lens.
The stock peaked shortly after its IPO, but shares have started to slide in recent weeks.
For more aggressive investors who believe in SpaceX's long-term vision, buying shares at today's prices may present a favorable risk-to-reward profile.
A number of big US university endowments are on track to match or outpace the broad stock market, as large weightings in tech groups such as...
On Friday, one of them drove more than half of the fund's decline.
CNBC reported that OpenAI said it will end model access through Cursor on November 12, following Space Exploration Technologies Corp. (NASDAQ:SPCX) $60 billion all-stock acquisition of Cursor’s parent company, Anysphere, which closed on August 14. OpenAI said it “cannot be confident that SpaceX will use our technology within our terms of service, based on our […]
Bloomberg reported that Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach “significant scale” in 2028, citing a post on X. Musk wrote “SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system […]
NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]
There are solid reasons to buy or ignore. Here's why I'm ignoring.
Reuters reported that President Donald Trump bought between $15,001 and $50,000 in Space Exploration Technologies Corp. (NASDAQ:SPCX) shares on June 23, according to a financial disclosure signed August 12 and made public August 22. The purchase, part of more than 1,000 stock trades Trump made that month, came two weeks after SpaceX’s June 12 IPO, […]
Scott Galloway says SpaceX stock is worth just $10 to $30, far below its $148 price, pointing to swelling losses and a debt-heavy AI bet.
SpaceX's space ambitions rely on two key catalysts.
Japan just handed a foreign satellite company something no G20 nation has ever offered before, and the telecom giant most investors are obsessing over right now has nothing to do with it.
The one variable Suze Orman says sank early SpaceX buyers
Elon Musk answers Sanders, stating his wealth is in Tesla & SpaceX stock, not cash, after Sanders said he owns more than half of US families.
Investor beware: The Wall Street Journal says TAM claims can be "especially squishy."
Musk's turbine push could accelerate his massive AI infrastructure build-out.
Billionaire Elon Musk on Thursday pushed back on claims from an upcoming documentary calling him “the most miserable man”, laying out exactly how happy he actually feels. ‘I’m Happy About Half the Time‘ Musk in a post on X said,...
It's hard to make predictions, especially about the future.
Tesla Inc. CEO Elon Musk on Thursday touted a new era in mobility following the EV giant’s Cybercab launch, touting Starlink connectivity, workforce expansion and more. A ‘Golden Era’ in Transport User Doge Designer shared a video of the Cybercab...
These companies have already recorded billions in profits from their Anthropic stakes.
This approach has the potential to change how tech companies handle insider share lockups as part of an IPO.
The rocket flight company might push back the timeline yet again for the debut of its new rocket type.