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Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a specific month.
SpaceX Makes a Bold AI Push: Musk Sees $500 Billion Revenue Opportunity
Morgan Stanley said the valuation gap could narrow as SpaceX provides more evidence that Grok and Cursor can work together as part of a broader strategy.
Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.
Tesla wants to build a massive solar factory in Texas, but first it wants the state to chip in to defray the costs.
Boeing and Airbus supplier Astronics surged on Wednesday on strong earnings, flashing buy signals. The stock has doubled in 2026.
Firefly Aerospace (FLY) CEO Jason Kim details how the company leverages bold missions, production expansion, and culture to attract top talent in its rivalry with SpaceX (SPCX) and Rocket Lab (RKLB).
Firefly Aerospace (FLY) CEO Jason Kim details how the company leverages bold missions, production expansion, and culture to attract top talent in its rivalry with SpaceX (SPCX) and Rocket Lab (RKLB).
A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.
SPCX's surging Megapack purchases are boosting TSLA's energy business as AI power needs drive demand for fast-response battery storage.
Nvidia has a robust investment portfolio.
Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.
SpaceX (NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue “will exceed all other SpaceX revenue probably in September, like next month,”...
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]
Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.
Elon Musk has set a revenue target so bold that even his biggest believers are doing a double-take, and whether SpaceX can actually get there hinges on a chain of moonshots that have never been attempted before.
Aerospace suppliers Applied Aerospace & Defense and Astronics reported earnings. One sank, the other soared.
Wall Street’s expectations for SpaceX’s AI unit are so low, it may not need a pogo stick—let alone a rocket—to clear the bar, Morgan Stanley analysts argued in a recent note.
Investor Kevin O’Leary said America’s growing power constraints could create a lucrative investment opportunity as artificial intelligence, data centers and cloud computing drive electricity demand higher. O’Leary Bets on Cheap Power for AI On Monday, in a post on X,...
SpaceX exposure is boosting FBGRX and FDGRX in 2026, with sizable stakes adding growth beyond their public-market holdings.
It launched 24 Starlink satellites to low-Earth-orbit from Vandenberg Space Force Base on Tuesday night.
Ron Baron turned a $400 million Tesla position into $7.7 billion in profit when Wall Street laughed him out of the room, and now he is making an even larger bet on a company he believes will reshape the economics of an entire planet.
The fund, managed by Norges Bank Investment Management, returned 9.4% in the first half of 2026, driven by equity gains in Asia
The US Space Force’s Golden Dome missile-defense program has recently reached a new milestone, marking a sign of progress toward building the defense technology. On August 11, Space Exploration Technologies Corp. (NASDAQ:SPCX), Northrop Grumman Corp (NYSE:NOC), and other companies involved in the $185 billion initiative successfully completed the first round of critical tests for space-based […]
Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.
Not all hyperscalers are created equal.
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