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SpaceX stuck in tight range as lockup expiry adds to post-IPO woes
Reuters7d agoneutral
SpaceX stuck in tight range as lockup expiry adds to post-IPO woes

SpaceX shares seesawed on Thursday as investors weighed the impact of insider selling on the stock, which has had a ‌turbulent run since its market debut. When a company goes public, its executives, employees and early investors are ​typically barred from selling their shares for up to 180 days under lock-up agreements designed to curb volatility and support the stock. SpaceX, however, had an unusual arrangement under which up to 20% of the restricted shares could be sold starting Thursday, the second trading day after its second-quarter earnings release.

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SpaceX's $300 Billion Mobile Opportunity Is Harder Than It Looks
Trefis7d agoneutral
SpaceX's $300 Billion Mobile Opportunity Is Harder Than It Looks

SpaceX (SPCX) has executed reusable rocket landings, built the world's largest satellite constellation, and is looking to enable computing in orbit. Now, after transforming space infrastructure, the company is setting its sights on a far more conventional but enormous market: consumer wireless, a U.S. industry that generates over $300 billion in annual revenue.

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Bloomberg7d agoneutral
Alphabet Returns to Bond Market Despite AI Spending Worries

(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F

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AI Weekly: SpaceX's huge AI spend, Anthropic's hack scare
Reuters Videos7d agoneutralVIDEO
AI Weekly: SpaceX's huge AI spend, Anthropic's hack scare

<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>

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SpaceX lockup expires today, with stock bucking higher
Yahoo Finance7d agoneutral
SpaceX lockup expires today, with stock bucking higher

SpaceX insiders and early investors will be able to sell their stock for the first time on Thursday, when 911.5 million shares become eligible to trade — around 43% more than the 638.9 million shares the company floated in its June initial public offering.

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Nvidia (NVDA) Secures Exclusive Space AI Role In $10 Billion Expansion
Simply Wall St.7d agoneutral
Nvidia (NVDA) Secures Exclusive Space AI Role In $10 Billion Expansion

Nvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...

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US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Worries Ease
Simply Wall St.7d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Worries Ease

The Morning Bull - US Market Morning Update Thursday, Aug, 6 2026 US market stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.2% and Dow futures also in positive territory. The backdrop is softer inflation expectations, as UK gilt yields slip below 4.9% and US 10 year Treasury yields hover near 4.6%. This signals that borrowing costs may not rise as sharply as feared. At the same time, a series of purchasing manager indexes across Europe and Japan show...

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Satellogic Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Satellogic Q2 Earnings Call Highlights

Satellogic (NASDAQ:SATL) reported second-quarter revenue growth of 259% year over year and said it generated positive operating income and adjusted EBITDA for the first time in its history, as sovereign satellite deliveries and subscriptions for persistent monitoring expanded. Revenue totaled $15.9

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Bloomberg7d agoneutral
AI’s Volatile Power Demand Is Damaging Its Own Data Centers

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

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