
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.
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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.
Investing.com -- President Donald Trump purchased between $15,001 and $50,000 in SpaceX shares on July 10, according to a financial disclosure he signed on September 8. The president sold between $1,001 and $15,000 in the company on July 17, the same disclosure shows.
Tech stocks advanced late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF
Early adoption is putting Musk's enterprise AI push in focus

A pair of companies delayed their IPOs, sending a ripple of anxiety through the US market as investors wait for Anthropic PBC’s hotly anticipated debut to materialize.

Market Hang's panel talk about the evaluation of Tesla’s (TSLA) stock, highlighting how early faith in CEO Elon Musk's electric vehicle expansion has been underpinned by new endeavors of Cybercabs and humanoid robots.Defiance ETFs CIO Sylvia Jablonski, Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, Interactive Brokers Chief Strategist Steve Sosnick, and Yahoo Finance Executive Editor Brian Sozzi discuss.
Microsoft's recent Azure strength may not tell the full story

AI companies have competed on having the best and often most dangerous models for years. Now, they're pivoting to a new focus: cost.
Investor expectations have become concentrated at unprecedented scale

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.
SpaceXAI's newly launched Grok Bot has built early traction in the enterprise market, reaching over 400,000 weekly users, even as rival consumer tool Meta Muse surges to the top of mobile app charts.

The engineers best positioned to judge whether SpaceX's most audacious launch tower idea was even physically possible all dismissed it immediately, and every single one of them turned out to be wrong.

Artificial intelligence (AI) is the fastest-growing area of SpaceX's business, and it may not be too long before it becomes its largest segment.

Space Exploration Technologies has climbed 10.9% over the past month, putting fresh attention on whether a book value lens still lines up with where the stock trades today. With the share price at US$151.85 and fresh headlines around contracts, AI ambitions and possible tie ups, the question for many investors is how much of the balance sheet is already priced in. The 10.9% gain over the last 30 days raises the stakes for anyone asking whether recent momentum in Space Exploration...

A quarterly index formula just made millions of passive investors larger SpaceX shareholders, and none of them had a say in it. The mechanics behind that forced buying also set up a collision with an unlock schedule that cuts in the opposite direction.
Morgan Stanley highlighted links between SpaceX and Tesla across AI, energy, connectivity and hardware.

Alibaba stock was rising on a flurry of AI announcements but that doesn’t mean it can close the U.S.-China gap.
BNP Paribas sees room for higher Azure pricing and a potential SpaceX cloud deal, but the impact may take time.

High-profile IPOs don't always make the best stocks to own.

“SpaceX has a history of attacking whatever constrains scale most,” says Morgan Stanley’s Stephen Byrd.

Meta surged 11% as investors embraced its Muse AI agent, which surpassed 2.5 million downloads and briefly topped Apple’s U.S. App Store.

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk said Monday that SpaceX will deploy operational Starlink V3 satellites aboard Starship’s first orbital flight, now targeted for Sept. 28. First Starship Launch to Orbit On Monday, Musk quoted a post by SpaceX on the social media platform X that showcased a booster stage of the Starship being moved to the Starbase, Texas, launchpad. “In 7 days, the first Starship launch to orbit will be carrying Starlink V3 satellites intended for o
SpaceX provides Tesla with compute, connectivity and capital, while Tesla contributes robots, data, energy and manufacturing expertise.

Nasdaq (NASDAQ:NDAQ) CFO Sarah Youngwood said the company sees a constructive macroeconomic backdrop, citing investment in artificial intelligence and digital technologies, resilient consumers and corporate earnings that she said are supporting market valuations. Speaking at a fireside chat with an

There’s a rush to secure flights as SpaceX winds down its flagship vehicle and rivals try to ramp up.

SpaceX management expects huge growth and strong returns on its cash over the next five years.

Industry analysts are discussing a potential merger between Space Exploration Technologies (NasdaqGS:SPCX) and Tesla that could combine the two groups under one entity. Commentary from these experts points to rising confidence that a deal could be structured to pool Tesla's AI and manufacturing with SpaceX's launch and satellite operations, including Starlink. If completed, the proposed tie up is being framed as capable of creating the world's largest listed company by market value. The...
A rare glimpse into Elon Musk from his mother, Maye.
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