Notícias
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YieldMax ETFs chief strategist Mike Khouw explains why investors should consider options funds for SpaceX (SPCX), such as YieldMax's fund (YSPC), rather than owning the stock outright.
Analysts were divided over SPCX stock’s trajectory, with Bulls praising its AI growth while Bears warned that rising capex and the upcoming lock-up expiry could trigger a selloff.
By Johann M Cherian and Shashwat Chauhan Aug 5 (Reuters) - Futures tracking the S&P 500 and the Dow edged up on Wednesday on hopes of a Middle East peace breakthrough, while ones tied to the Nasdaq
Despite the market reaction, executives at all three telecom companies recently said satellite broadband is unlikely to materially threaten their core businesses.
Tesla sold almost 94,000 cars from its China plant in July, up 38% year over year. It was the ninth consecutive year-over-year rise.
SpaceX's first-ever earnings call gave Nvidia bulls a number so large that one top analyst ran the math and came back with a scenario that rewrites the entire revenue ceiling for the AI chip giant.
August 5 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets For all the doubts and handwringing, the S&P; 500 and Dow Jones are back at record highs after surging on Tuesday amid falling oil prices and the bumper earnings season.
FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.
Shares of SpaceX slumped more than 10% premarket to around $111 this morning, even after the rocket company reported a 92% surge in quarterly revenue. Investors were spooked by the company’s $18.4 billion in capital expenditure in the second quarter alone, which compared with just $2.8 billion in the prior year. “The concern for investors is how fast expenditure growth is outpacing revenue growth,” said Kathleen Brooks, research director at brokerage XTB.
SpaceX laid out $18.4 billion in capital investments during the April-to-June quarter, with most of the spending supporting artificial-intelligence efforts. SpaceX finance chief Bret Johnsen told analysts last night that spending should remain at this level for the rest of the year: “You should probably think that the … next two quarters are very similar to the current quarter.
SpaceX touted faster-than-expected returns from its AI spending on its first-ever earnings call as a public company. SpaceX reported AI revenue that more than tripled from a year earlier and disclosed several new cloud computing agreements, even as quarterly capital spending on AI climbed to $15.8 billion. Chief Financial Officer Bret Johnsen said the economics of those investments were improving rapidly, but also signaled that AI spending would remain elevated.
Investing.com -- U.S. wireless stocks tumbled Tuesday after SpaceX signaled plans to build a full-fledged mobile service, raising the prospect that Starlink could eventually compete directly with Verizon, AT&T and T-Mobile.
SpaceX is becoming an AI giant faster than expected — and it's spending like one.
Traders and investment bankers are reigning supreme on Wall Street, at least if you’re judging by their bonuses. The outsize rewards for traders and investment bankers seem all but guaranteed, with big banks raking in bumper profits this year from volatile markets and huge stock offerings, including the stock-market debut of Elon Musk’s SpaceX and Google parent Alphabet’s $80 billion equity financing. “Banks are leading the way for the first time in a while,” said Alan Johnson, founder and managing director of Johnson Associates.
↘️ Space Exploration Technologies (SPCX): Elon Musk’s space company said its capital expenditures hit $18.4 billion in its most recent quarter. Shares fell 9% in premarket trading. ↘️ Advanced Micro Devices (AMD): The chip maker's stock tumbled premarket following Musk's comments that SpaceX would no longer buy AMD chips.
(Updates to include Elon Musk's statement, details on capex, and recent stock movement in the headli
Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.
A rally across global stock markets continued, with sentiment boosted by the prospect of a U.S.-Iran agreement to reopen the Strait of Hormuz.
Morningstar questioned whether SpaceX’s exclusive Nvidia deal signals a retreat from its Tesla-linked Terafab plans.
The law of supply and demand could hit SpaceX hard.
The rocket and satellite company beat Wall Street's loss forecasts in its first quarterly report as a public company, even as investors question its heavy AI spending and whether Elon Musk has oversold its prospects.View on euronews
These growth stocks have more reasonable valuations.
SpaceX Corp (NASDAQ:SPCX) did almost everything investors had asked of it in its first quarterly report as a public company, and the shares fell anyway. Revenue of $7.8 billion for the April to June quarter came in ahead of the $6.81 billion analysts had pencilled in, and adjusted earnings...
<body><p>STORY: :: Joey Roulette, U.S. Business of Space Correspondent</p><p>:: Washington, D.C./ August 4, 2026</p><p>"SpaceX's first earnings call really affirmed that the company is very serious about all the plans that it wants to do in the artificial intelligence sector building data centers in space and on land. And it affirmed that Starlink remains the primary driver of the company's overall revenue that's going to fund all of these expensive projects."</p><p>"So SpaceX's overall revenue roughly doubled, and that was driven mainly by Starlink, which accounted for about 66% of its quarterly revenue. And so overall that's $7.8 billion in revenue this quarter, which is up from about $4.1 billion from the previous year."</p><p>"While SpaceX is bringing in that much money, it's also spending a lot more. $18 billion in spending overall, which is up from $2.8 billion a year prior. They're building out lots of data centers and AI infrastructure on Earth. And then they're also investing heavily in their plans to move all of those systems into space with their Starmind AI satellites, which is a longer term goal."</p><p>"But AI aside, Starlink is still the most powerful unit within SpaceX that's funding these giant development efforts."</p><p>"Subscribers have jumped to 12 million, which is millions more than last year. And we're expecting those numbers to even grow, because SpaceX wants to put thousands of other upgraded Starlink satellites in space that Elon Musk says will expand the network's capacity by like 10 times."</p><p>"However, one thing Elon said on the earnings call was that they aim to launch some of those first AI satellites as soon as next year. But it's going to take a lot more to actually build up enough power to have a data center that rivals those on Earth, and that can take several years. So what SpaceX is focused on right now is competing in the AI industry as an infrastructure provider."</p></body>