Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Something Elon Musk said on SpaceX’s earnings call about Nvidia is still being priced into both stocks.
Rocket Lab’s Neutron could capture medium-lift demand as Falcon 9 commercial capacity tightens.
Anthropic, the OpenAI rival that bet everything on computer coding, is expected to go public within weeks in a listing that could eclipse SpaceX's record Wall Street debut in June.- Stomaching the losses - According to Bloomberg, Anthropic intends to surpass the record $86.2 billion that Elon Musk's SpaceX raised in its June IPO. SpaceX, which absorbed Musk's AI startup xAI before going public, made its listing a partial AI bet, too.
Elon Musk's comments could spark an arms race for new energy sources.
Ondo lets traders use tokenized stocks as collateral for leveraged trades without selling their equity exposure first.
Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
The 10-year project in Vermilion Parish will include five launch complexes and infrastructure for Starship missions.
Sen. Bernie Sanders (I-Vt.) says public opinion has shifted sharply toward his and Rep. Alexandria Ocasio-Cortez’s (D-N.Y.) call to pause new AI data center construction as communities push back against the rapid expansion of AI infrastructure. Sanders Says Americans Are...
Two trades of nearly identical size, on the same day, in opposite directions. The pairing says a lot about how she ranks two of the market's most-owned growth names.
Gwynne Shotwell gifted SpaceX shares to over 2 million American kids through their Trump Accounts, but the stock has done anything but reward them since. Whether those accounts become a windfall or a cautionary tale hinges on a few critical bets SpaceX is quietly making right now.
SpaceX just committed to building a $100 billion launch campus on a fragile Louisiana coastline, and the state is betting thousands of jobs and a delicate ecosystem on a rocket that has yet to solve its hardest engineering problem.
Space Exploration Technologies Corp. (NASDAQ:SPCX) wants to put AI compute in orbit, and plenty of Redditors on investment subs think the idea makes little economic sense. The skepticism is intuitive. SpaceX’s Starmind AI1 satellites will use Rubin GPUs and Vera CPUs from NVIDIA Corporation (NASDAQ:NVDA), yet Nvidia Corp. (NASDAQ:NVDA) is now delivering major AI hardware […]
A fund that invests in international companies that went public in the past few years is beating its U.S. counterpart. Japan’s Kioxia is a big reason why.
By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.
A launch site and $100 billion capital investment are primed to transform an area known for duck hunting.
Over the weekend, Space Exploration Technologies Corp CEO Elon Musk reacted to Atreides Management CIO Gavin Baker’s prediction that rapidly rising AI usage will make compute spending increasingly critical. Atreides AI Spending Set to Jump 100x In a post on...
Cathie Wood's Ark Invest has been buying SpaceX since its June 12 IPO. Should you follow suit?
Evercore sees another beat-and-raise quarter ahead.
SpaceX ends its seven-year run of Falcon 9 Starlink launches from Florida after ~260 missions, shifting future East Coast deployments to Starship and unveiling a new high-cadence Starbase site in Louisiana.
SpaceX Stock Rallies After Musk Reveals 2027 Nvidia AI Satellite Ambitions
The Vermilion Parish facility would be SpaceX's fourth and largest launch site, with construction set to begin in 2027
The Louisiana project is expected to create 3,000 direct jobs over 10 years
The AI company could aim to raise as much as $100 billion in its offering, targeting a valuation of about $2 trillion
Investing.com -- SpaceX has announced plans to build a sprawling new $100 billion launch site on the southern coast of Louisiana. Announced today alongside Governor Jeff Landry and state executives, the project marks the largest capital investment in Louisiana’s history.
Space Exploration Technologies Corp (NASDAQ:SPCX) shares are rising Tuesday. JPMorgan reiterated an Overweight rating and $240 price target on the stock, pointing to progress on SpaceX’s AI ambitions following its recently closed acquisition of Cursor. SpaceX stock is showing upward movement. What’s pushing SPCX stock higher? JPMorgan Sees Cursor Deal and Grok Progress Building SpaceX’s AI Case JPMorgan analyst Doug Anmuth on Tuesday pointed to a clearer picture of SpaceX’s AI roadmap taking sha
Companies ranging from Robinhood to Ark Invest claim they can provide retail investors with access to venture capital. Can they deliver what they promise?
Anthropic is likely to tell investors that it sees its total addressable market (TAM) exceeding $30 trillion, ahead of the $28.5 trillion estimate from SpaceX, the Wall Street Journal reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a few details: • To quantify its TAM, Anthropic is looking at the full scope of work that could be completed with AI models, WSJ said.