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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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What Does Intel (INTC) Gain From Its Texas Chip Facility Joint Venture?
Simply Wall St.49d agoneutral
What Does Intel (INTC) Gain From Its Texas Chip Facility Joint Venture?

Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the Terafab project. The Terafab facility is intended to support chips for next generation robotics and autonomous vehicle platforms used by SpaceX and Tesla. The partnership highlights efforts by the companies to tighten control over chip supply for AI hardware and advanced manufacturing in North America. The announcement positions Intel as a key foundry...

Benzinga49d agoneutral
Elon Musk Says SpaceX Will Consume Three Times More Terafab AI Compute Than Tesla

Tesla Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the new Terafab semiconductor manufacturing facility in Grimes County, Texas, will serve both the Optimus robot and SpaceX’s “AI spacecraft”. Elon Musk’s Approximate Guesses On Thursday, the Tesla Owners Silicon Valley handle on X shared a promotional video of the Terafab facility, saying that the site will “produce over 1 terawatt of AI compute capacity per year” and that it would be a crucia

Electric Vehicles Today - LiDAR Market Growth Driven By Automated Driving Systems
Simply Wall St.49d agoneutral
Electric Vehicles Today - LiDAR Market Growth Driven By Automated Driving Systems

The global automotive LiDAR market is projected to experience significant growth, reaching $11.26 billion by 2033, driven by the adoption of advanced Level 2+ and Level 3 automated driving systems in electric vehicles. This growth is supported by the push towards integrating solid-state LiDAR and semiconductor technologies to enhance intelligent vehicle production. The Asia-Pacific region leads in LiDAR adoption, aided by strong intelligent vehicle production and a concentrated supplier...

Bloomberg49d agoneutral
Big Tech Stocks Storm Back as AI Fears Fade and Euphoria Resumes

(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbi

Forkast News49d agoneutral
SpaceX and Tesla Are Building Their Own $119 Billion Chip Factory — and the Compute Landlord Thesis Just Got Its Most Expensive Chapter

On August 5-6, 2026, the joint venture between SpaceX, Tesla, and Intel was formalized in Grimes County, Texas, following the signing of a JETI tax abatement agreement and a $10 million non-refundable payment. The project, centered at the former Gibbons Creek coal-fired power plant site, marks a definitive step toward the construction of what Elon […]

SpaceX (SPCX) Unveils Orbital AI Network And $16.8 Billion Chip Factory Plans
Simply Wall St.49d agoneutral
SpaceX (SPCX) Unveils Orbital AI Network And $16.8 Billion Chip Factory Plans

Space Exploration Technologies (NasdaqGS: SPCX) unveils Starmind, an orbital AI data center network built with Nvidia, targeting space based compute and data services. Tesla and SpaceX announce plans for a US$16.8b Terafab AI chip factory in Texas to expand AI hardware production capacity. SpaceX outlines intentions to build a terrestrial mobile network that would compete with major U.S. wireless carriers. These moves push SpaceX deeper into AI infrastructure and telecom, so it can be...