Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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>
SpaceX reports record Starlink subscriber growth and massive AI infrastructure expansion, positioning for $100 billion annualized revenue run rate by year-end.
Space Exploration Technologies Corp. reported its first quarterly results as a public company for Q2 2026, with revenue rising to US$7,814 million from US$4,071 million a year earlier while net loss narrowed to US$541 million from US$1,008 million, alongside new shelf registrations for additional Class A common stock. The earnings release highlighted how surging connectivity and AI activity is being funded by heavy capital expenditure and fresh equity capacity, even as the company remains...
Space Exploration Technologies Corp (NASDAQ:SPCX) is targeting a human Moon landing in 2028, but one Wall Street analyst says investors remain skeptical of the timeline. SpaceX Targets ‘Boots on the Moon’ in 2028 On Tuesday, SpaceX reported its first quarterly results as a public company. During the earnings call, CEO Elon Musk said SpaceX must first make Starship "super reliable" for satellite launches before carrying people. He added that the company expects a high launch cadence to help it re
Viasat (NASDAQ:VSAT) reported first-quarter fiscal 2027 results that included positive free cash flow, rising government satellite communications revenue and record awards and backlog in its Defense & Advanced Technologies segment, while legacy fixed broadband and maritime businesses remained un
As is the case with some of Elon Musk's other companies, SpaceX investors are looking towards the future. But that future comes with some added liabilities as the company's rockets get bigger and the traffic up there gets more congested. Low Earth orbit satellites travel at astronomical speeds up ...
SpaceX (NASDAQ:SPCX) reported second-quarter 2026 revenue of $7.8 billion, up 92% from a year earlier, while its quarterly net loss narrowed by $467 million to $541 million. Adjusted EBITDA rose 191% year over year to $3.5 billion, according to the company’s earnings call. Chief Financial Officer B
AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.
Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.
The space, satellite broadband, and AI company made a surprise announcement regarding the AI chipmaker.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
