Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...
Venture capitalist Chamath Palihapitiya said Wednesday that Tesla Inc.‘s (NASDAQ:TSLA) expansion into solar manufacturing was essentially a bet on nuclear power, as the automaker weighs a $10.1 billion solar cell plant in Texas. ‘All in on Nuclear’ “Tesla is going all in on nuclear,” Palihapitiya said in a post on X. “Actually, it’s going all in on solar, but they are the same thing, the sun is a nuclear reactor, just farther away.” Palihapitiya has been a vocal supporter of Musk’s ventures, pre
The company's bulls believe this may be the start of a sustained run.
Wealth managers are cutting fees and hiring staff around Silicon Valley in a rush to win over workers at OpenAI and Anthropic before their initial...
Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.
SpaceX short interest cratered from a 34% peak to 11% as shares rebound 41% off their August low, S3 Partners data shows.
Analyst Tim Farrar said Rocket Lab may be better shielded from SpaceX, while AST faces direct competition from Starlink.
SpaceX (SPCX) stock investors spent the lion’s share of the post-IPO period questioning if its expensive AI push deserves any value. Subsequently, the stock’s steep slide sharpened that skepticism. Nevertheless, analysts felt SpaceX was being valued purely on a single revenue engine, while AI was ...
Short interest in SpaceX just cratered from 34% to 11% while the stock surged nearly 35% in weeks, and with a $60 billion acquisition looming and the next share unlock approaching, the pressure building in the order book could dwarf anything the market has seen before.
Elon Musk just outlined a satellite network so vast it could carry 90% of all internet traffic, and the gap between that vision and what public investors can actually buy tells a complicated story about who wins and who gets squeezed out.
Verizon Communications stock has quietly built a solid track record over the past three years, yet the current valuation checks point to a mixed picture rather than a clear bargain or obvious overvaluation. The share price has returned 72.7% over three years. This puts more weight on whether today's valuation still leaves enough room for attractive long term returns. On the upside, new partnerships and infrastructure investments in fiber and advanced connectivity can support expectations for...
Elon Musk's second megacap company has been a controversial investment, to say the least.
Elon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.
He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.
U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...
Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
Billionaire investor Ron Baron projects that Space Exploration Technologies Corp. could reach an unprecedented $14 trillion valuation over the next decade. This astronomical growth will be driven not just by reusable rockets, but by Starlink’s global connectivity dominance and a...
At a recent all-hands meeting, Elon Musk told SpaceX employees that the rocket business they work for is quietly transforming into something far more valuable, and he named a specific month when the shift becomes impossible to ignore.
Bending Spoons, an acquisitive digital media and software company, has enjoyed a strong stock market debut. Analysts expect it will report revenue of $683 million for the second quarter and earnings per share of 27 cents.
Norway's $2.3 trillion fund revealed a $1.2 billion SpaceX stake after twice voting down Elon Musk's Tesla pay deals.
One crucial launch milestone could determine whether the bet pays
On Monday, Rocket Lab Corp. CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration...
Space Exploration Technologies Corp. (NASDAQ:SPCX) is moving forward with an ambitious execution plan. The company expects to conduct another Starship test flight this month, along with the deployment of upgraded Starlink satellites and upper-stage recovery attempts in the coming weeks. Even so, investors were more concerned about its financial trajectory than the technical milestones. Despite […]
SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the excitement justified?
Investing.com -- SpaceX shares surged 11% following a major Wall Street endorsement of its artificial-intelligence capabilities and renewed investor enthusiasm over its expanding suite of enterprise software products. The rally was sparked by a research note from Morgan Stanley arguing that public markets are severely underestimating SpaceX’s AI enterprise platform, alongside comments from Chief Executive Elon Musk teasing the launch of the company’s flagship model, Grok 4.7. The market response
SpaceX released its newest AI model, Grok 4.6, on Wednesday. The stock rose as much as 11%, rising above its IPO price.