Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The idea makes more than enough sense. Not every idea, however, has an easily identifiable way of capitalizing on it.
A federal disclosure quietly buried inside a batch of monthly trades reveals the president holds a stake in one of his administration's most powerful contractors, raising a question investors cannot yet price.
If you thought the Federal Reserve was about to usher in an era of easy money and send the S&P 500 (SPY) on a smooth victory lap, think again. The market is walking straight into an uncomfortable reality check. Geopolitical headlines gave investors brief relief over the summer, but underlying price metrics did not follow the script. Instead of preparing for rate cuts, Wall Street must now confront persistent price pressures, climbing yields, and a Fed forced back into an active tightening stance
The billionaire Peugeot family’s investment firm got a boost from its exposure to SpaceX, partially offsetting a deep slump in the value of its stake in automaker Stellantis NV.
States are competing for billions of dollars of planned capital spending on chip foundries, launchpads and data centers.
Anthropic is planning to go public soon in a high-profile IPO.
A rule Nasdaq wrote this spring could put the Claude maker in index funds within weeks of its debut. SpaceX just showed how small the slice starts.
Three companies tied to artificial intelligence now carry a combined valuation that dwarfs decades of American tech history, and the cash flow projections behind those numbers raise serious questions about who actually wins this bet.
It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.
By Akash Sriram Sept 23 (Reuters) - Private investment in space companies globally climbed to $23 billion in the year through June, more than double the $9.7 billion raised a year earlier, according
SpaceX shares have punched through $150 twice now, fueled by billion-dollar defense contracts and a constellation no rival can match, but the balance sheet tells a story Wall Street may not be ready to hear.
AI valuations could dwarf the last 45 years of IPOs.
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.
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.
Investor expectations have become concentrated at unprecedented scale
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...
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.
A technical reset could reshape demand for SpaceX shares
SpaceX's historic IPO cratered by nearly a third, yet 28 Wall Street analysts refuse to downgrade it. The question is whether the bull case rests on transformative compounding or on contracts that expire in 90 days.
The milestone value looks impressive at first glance, but the pattern behind it shows something different.
A combined Tesla and SpaceX would dominate physical AI applications, according to Morgan Stanley. Both stocks gained on Monday.
In a recent interview, Musk highlighted the potential for collaboration if SpaceX and Tesla were to combine forces.
There are some valuable lessons investors should learn before Anthropic goes public.
Wedbush's Dan Ives says a Tesla-SpaceX merger has 80% odds by 2027, calling it a bid for the world's largest company.
Baron Capital founder and CEO Ron Baron is a long-time investor in both Tesla Inc and SpaceX. When it comes to a potential merger of the two companies, Baron says CEO Elon Musk knows best. Ron Baron on SpaceX/Tesla Merger...
The Anthropic IPO will be delayed until November, the WSJ reported. OpenAI forecast massive negative cash flow, the FT reported.
Blockbuster IPOs rarely live up to the hype.
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