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A Wall Street Journal report dissected on the TBPN podcast episode Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s ‘Shortcut’ to $1T Payday | Diet TBPN is drawing fresh scrutiny to an obscure provision inside Elon Musk’s 2025 Tesla compensation plan. The clause could allow the world’s richest executive to skip the operational milestones ... Wall Street’s Favorite Tesla Rumor Could Unlock $824 Billion Pay Day For Elon Musk
Founder ETFs' Michael Monaghan explains why the real AI productivity boom is still years away and breaks down the "lag factor" of innovation and when we can expect to see the true AI productivity J-curve.

SpaceX's IPO hype has cooled. Here's why Rocket Lab may offer a better risk-reward in space, with more runway and less perfection priced in.

It launched 24 Starlink satellites to low-Earth-orbit from Vandenberg Space Force Base on Tuesday night.

Tesla Inc. wants investors to see its future in robots, robotaxis and artificial intelligence. But powering that future may require more fossil fuel than the company’s electric-car identity suggests. Tesla and Space Exploration Technologies Corp. are initially investing $16.8 billion...
(Bloomberg) -- Swedish coding startup Lovable has raised funding at a $13.3 billion valuation, bringing in fresh capital to compete with larger rivals like Anthropic and Elon Musk’s SpaceX. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesTata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gain

Another $42.5 billion in potential selling pressure takes effect on Aug. 21.

SpaceX stock could more than double in the next year as its booming artificial intelligence business continues to grow.

SpaceX's first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a $600 billion U.S. wireless market and said they expected to take customers from all three. Wall Street took it ...
(Bloomberg) -- Cognition AI Inc. is in early talks with investors for a new funding round that may boost the coding startup’s valuation by more than 50% to at least $40 billion, people familiar with the matter said.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 202
Musk also said AI revenue could surpass SpaceX’s core businesses by September.

Velo3D CEO Arun Jeldi highlighted capacity expansion, Livermore’s campus and growing aerospace demand.

Starlink subscribers doubled while AI compute infrastructure turned profitable.

In early August 2026, Verizon Communications completed US$3.75 billion of fixed-to-floating, callable junior subordinated notes due 2057 and 2059 and expanded its Verizon Family app through a new Fi Mini pet-tracking integration, while also addressing recent service-disrupting vandalism and supporting public safety operations. At the same time, investor attention has sharpened around mounting competitive pressure from SpaceX’s planned Starlink Mobile offering, which aims to challenge...

NextNav (NASDAQ:NN) said its second-quarter actions strengthened its balance sheet, expanded liquidity and advanced partnerships and technical validation efforts as the company continues to pursue regulatory approval for its proposed 900 MHz terrestrial positioning, navigation and timing network. C

How do you value the assets of about 8.3 billion people and a livable planet that is 4.54 billion years old – give or take 50 million years? The question came up in an Elon Musk tweet on July 9: “SpaceX will be worth more than the rest of Earth if we accomplish our goals.” – Elon Musk The key ...

Behind the eye-popping $600 price target lies a tower of assumptions.
Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.

SpaceX, Rocket Lab, and AST SpaceMobile could deliver massive multibagger gains.

SpaceX controls the largest share of the launch market, but No. 2 Rocket Labs is growing impressively, too.

24/7 Wall St. Founder and Editor Doug McIntyre is joined by Lee Jackson to discuss SpaceX and Tesla and what stocks could be better buys. Lee suggests investors who are more interested in space plays look toward stocks like Rocket Labs and Iridium Communications. However, both express their admiration for Musk and call him the 'Einstein of our time.'

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

Musk has already been a trillionaire, and he could be worth twice that by consolidating his businesses.
One upcoming launch could reshape Rocket Lab's growth story
Rocket Lab Stock Slides After Neutron Launch Window Starts Closing

Wall Street sees upside ahead for SpaceX, but shareholders will still have to deal with plenty of uncertainty along the way.
