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Investing.com -- On Thursday, Bloomberg reported that Anthropic wants its planned IPO to match or exceed SpaceX’s nlockbuster offering, potentially setting up the largest public share sale in history.
Starcloud, a startup building data centers in space, said on Friday it had raised $250 million at a $2.3 billion valuation, as it looks to expand AI infrastructure through orbital data centers. SpaceX's blockbuster IPO has rekindled investor interest in the space industry, including in emerging areas such as orbital data centers. Here are some details: • Manhattan West led the round that included new investors Nvidia and Cisco Investments, alongside existing backers Benchmark, EQT and Soma, among others.
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a crack in Lisa Su's ambitions or just the cost of competing in a market built on scarcity and politics.
Bernstein sees more than 80% upside as selling pressure eases.
Fresh filings reveal who made enormous bets on Musk
The bank sees a costly gap between vision and reality.
One of SpaceX's loudest valuation warnings just got louder.
The analysis carries clear implications for U.S. incumbent carriers AT&T (NYSE: T), Verizon (NYSE: VZ), and T-Mobile (NASDAQ: TMUS), all of which face the prospect of a SpaceX-led mobile entrant and currently invest double-digit billions of dollars annually to maintain nationwide LTE and 5G coverage.
DZ Bank initiated coverage of SpaceX with a Sell rating and a $100 price target on August 21, 2026. Against Thursday’s $134 close on a $1.03 trillion company, the target is a rare public bear call on a recently public mega cap, and it deserves a close look from long-term holders. Ticker Company Firm Action ... DZ Bank Tells Clients To Sell SpaceX. Sees Stock Falling To $100.
There's about to be a big fight to secure access to space.
FEATURE In the battle for AI dominance, cash is king. Thursday, Bloomberg reported that Anthropic was planning to match or exceed SpaceX’s record IPO haul. Anthropic didn’t immediately respond to a request for comment.
DZ Bank analyst Markus Leistner launches coverage of SpaceX stock with a Sell rating and $100 price target.
Asking for a Trend Host Josh Lipton breaks down what investors should be watching on Friday, August 21, including SpaceX (SPCX), where 319 million currently held shares are set to unlock and become available for trading. BJ's Wholesale Club (BJ) is also set to report second-quarter earnings. Here's what investors need to know heading into Friday's market.
Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened SpaceX coverage with a Sell.
SpaceX Stock Retreats Below IPO Price After Failing to Break $150
Elon Musk says SpaceX is closing in on the milestone that would transform its economics: catching Starship’s upper stage and flying it again. Traders who have watched his deadlines slip for years are not so sure. “Looks like we will...
Expect more volatility for this highly followed stock.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.
Anthropic, the artificial intelligence company behind the Claude chatbot, is preparing to publicly file paperwork for an initial public offering as soon as the end of this month. The listing could match or surpass the record $75 billion flotation completed in June by SpaceX, Elon Musk's...
Anthropic expects to match or beat the size of SpaceX's record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom. Anthony Stephens has the latest.
Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the commercial spaceflight company has targeted conducting 30 launches of the Starship rocket per day by 2030. 10,000 Launches Annually Mach 33 co-founder Aaron Burnett on X on Thursday said that “1,000 launches/reentries is the goal,” quoting a post by President Donald Trump‘s Science and Technology Advisor Michael Kratsios, who outlined the administration’s new space launch rules targeting 1,000 launches annually by 203
Musk said Tesla could beat analysts’ forecast for 119% revenue growth over the next five years.
President Donald Trump signed a new policy Thursday aimed at growing U.S. space launches and expanding re-entry capacity, including directing agencies to consider federal land for new launch sites. The Push for 1,000 Launches By 2030 The National Space Transportation Policy directs the Secretary of War, NASA, and other agencies to identify federal land for an additional reentry site within 90 days, part of a push to support more than 1,000 launches and reentries annually by 2030. The policy also
SpaceX could gain from fewer Starship bottlenecks and NASA’s Moon-Mars push.
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