Notícias

SpaceX has piled up some enormous AI computing contracts.

Elon Musk wants to power AI with cheap solar and battery storage. Here's why your electric bill is rising first, and when relief might arrive.

Yahoo Finance Executive Editor Brian Sozzi shares his thoughts on the impact of Meta's (META) Muse AI agent on the broader stock market.

Another day, another big revelation of how Elon Musk is thinking about a huge opportunity for SpaceX (SPCX): Space itself. (It’s in the name, after all.

Today on Sozzi Unleashed, we dive into the market's reaction to Meta's (META) Muse AI, Ray Dalio’s latest warning on a potential AI bubble, and Sozzi’s one-on-one conversation with IBM (IBM) Vice Chair and former US National Economic Council Director Gary Cohn.

Tesla and SpaceX have both ambitious AI goals -- and Musk isn't likely to hit the brakes on their development.

Elon Musk said President Xi Jinping "seems like a great leader" and that Chinese AI models are "generally outstanding."

It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.

By Akash Sriram Sept 23 (Reuters) - Private investment in space companies globally climbed to $23 billion in the year through June, more than double the $9.7 billion raised a year earlier, according

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

Cathie Wood's ARK Invest firm on Tuesday bought $25 million shares of Rocket Lab stock. Analyst praises revenue opportunities.

Verizon could spend up to $20 billion in a 2027 spectrum auction, says analyst, while SpaceX participates cautiously amid Starlink expansion.

Microsoft and Amazon sales were each valued at $5 million to $25 million.

Move over Meta Platforms — SpaceX has a consumer AI agent, too. Bloomberg reported that SpaceX’s Grok Bot agent topped 400,000 weekly users a month after launch, citing a company presentation. SpaceX didn’t respond to a request for comment about the numbers.

SpaceX shares have punched through $150 twice now, fueled by billion-dollar defense contracts and a constellation no rival can match, but the balance sheet tells a story Wall Street may not be ready to hear.

Wood’s ARK Invest bought about $25.7 million of Rocket Lab shares across three funds.

Elon Musk has reopened a question investors have kicked around for years: why keep Tesla and SpaceX separate if more of their technology is beginning to converge? During the September 15 All-In Podcast, Musk joined SpaceX President Gwynne Shotwell for a discussion that explicitly included Terafab and the possibility of combining the two companies. Tesla, […]

SpaceX has three enormous opportunities in Starlink, launch services, and AI.

SpaceX's sky-high valuation leaves very little room for positive returns in the near term.

U.S. President Donald Trump’s July trades were revealed in a disclosure by the Office of Government Ethics on Tuesday, with combined transactions totaling an estimated $79 million to $270 million.

A newly released disclosure showed accounts held on Trump’s behalf bought SpaceX shares on July 10 and sold some on July 17.

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

Here's what we've learned about Elon Musk's space company since its IPO.

There's a lot that needs to go right.

CEO Peter Beck estimated Rocket Lab could have deployed Iridium’s constellation for about $350 million instead of $3 billion.

President Donald Trump’s money managers made 1,152 trades on his behalf in July alone, according to his latest financial disclosure Tuesday — an astronomical number relative to his predecessors, and still high by the standard of active traders.

Based on price targets alone, the risks may outweigh the rewards of owning SpaceX stock for more conservative investors.

AI valuations could dwarf the last 45 years of IPOs.

Firefly's $1.4B backlog and government ties offer a cheaper entry point, but SpaceX's Starlink dominance and scale present a different growth thesis.

AI-related security threats could fuel long-term demand for cybersecurity firms like CrowdStrike.