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SpaceX (NASDAQ:SPCX) short sellers have amassed an estimated $15. 5 billion in unrealized gains as the aerospace company’s shares continue to retreat from the highs reached shortly after its public market debut, according to data from Ortex Technologies cited by Reuters.
Tesla just posted record deliveries and Wall Street still hammered the stock lower by 8%, exposing a growing divide between what the company ships today and what investors are actually paying for.
The exchange operator reported $1.5 billion in net revenue for the quarter, up 15%, with adjusted profit of $1.07 per share
Investing.com -- AT&T was upgraded to Outperform from Peer Perform by Wolfe Research, which said the telecom giant's improving operating fundamentals and attractive valuation more than offset lingering concerns over competition from SpaceX's Starlink mobile ambitions. The brokerage assigned a $29 price target, implying nearly 26% upside from the stock's recent close.
This has been a banner year for stock listings, thanks largely to AI firms, but the massive size of the operations raises questions about whether the markets can continue to absorb them.AI is also driving the growth in listings by Chinese firms, as well as the tighter restrictions on capital movements amid continued tensions between Beijing and Washington.
Elon Musk pointed to growing overlap between the companies but stopped short of confirming any deal.
Investing.com - Short sellers targeting SpaceX (NASDAQ:SPCX) had accumulated an estimated $15.5 billion in paper profit through Tuesday, July 22, according to Ortex Technologies data cited by Reuters, as the stock continued to unwind its spectacular post-IPO surge.
SpaceX is burning cash at a jaw-dropping rate to build data centers both on the ground and in orbit, and investors are getting nervous. Whether that spending buys a monopoly on the future of AI infrastructure or just a very expensive lesson depends on one rocket.
Investing.com -- In an SEC filing today, Google parent company Alphabet officially revealed the staggering magnitude of its decade-long bet on SpaceX following the rocket manufacturer’s record-breaking public market debut: $94 billion. According to Alphabet’s Q2 10-Q report, the vast majority of the equity holding—$80 billion—is bound by short-term post-IPO lockup restrictions that temporarily prevent selling. An additional $14.1 billion in shares is subject to long-term lockups extending throug
Applied Aerospace & Defense is in the rare position of supplying SpaceX. The stock has other things going for it as well.
Google stock fell as Wall Street analysts questioned Alphabet AI leadership, Gemini 4 road map, rising capital spending after Q2 earnings report.
Space Exploration Technologies Corp. (NASDAQ:SPCX) stock fell for a seventh straight session on Monday, dropping 3.3% to $119.85. That’s below its $135 IPO price from June. The stock has fallen about 27% in July alone. SpaceX’s market cap dropped to $1.52 trillion, pushing it below Meta Platforms and out of the top seven U.S. companies […]
Ark Invest also reduced its small positions in Brera Holdings across several of its funds.
The dip in the Redwire stock price doesn't make it an automatic buy.
Elon Musk had a chance to kill the SpaceX merger rumor on Tesla's earnings call and chose not to, leaving shareholders to absorb a risk that one major bank says could cost them dearly.
Anthropic is racing toward one of the largest IPOs in technology history, with private investors already pricing the Claude AI maker at staggering heights. But recent high-profile listings offer a cautionary tale that every excited investor should sit with before opening day.
(Bloomberg) -- SpaceX will again attempt a major test of its massive Starship rocket on Thursday after abandoning takeoff last week, exposing investors to the risks of the company’s rocky development cycle and heightening the stakes for the critical milestone.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty
↘️ Tesla (TSLA): Elon Musk’s EV maker reported negative free cash flow of more than $1 billion in the second quarter amid heavy spending on AI and robotics. Shares fell about 5% premarket. ↘️ Alphabet (GOOGL): Shares slid more than 3% premarket after the tech company announced plans to significantly boost its capital expenditure.
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Deepwater's Gene Munster said Musk's comments revealed deeper ties, with Tesla and SpaceX collaborating across Starlink, Terafab, Grok and Digital Optimus.
There's no guarantee SpaceX will reach this $225 target, but it does help investors weigh whether they're willing to deal with the risks to achieve the reward.
Wall Street banks are having their best run in over a decade, while Blackstone Inc. (NYSE:BX), heading into its second-quarter earnings today, has missed nearly all of it. Banks Pull Ahead of Private Capital Shares of the largest U.S. private capital groups have slumped more than 15% this year and over 20% in the past […]
The European chip maker, which also counts Apple and Tesla among its clients, raised its revenue target after having had upgraded its forecast in June.
Tesla Inc (TSLA) reports record Q2 deliveries and significant investments in AI and infrastructure, despite facing margin declines and supply chain challenges.
An IPO doesn't just move the value of the new stock. Here's how the SpaceX IPO has impacted millions of passive investors.
On Wednesday, AT&T posted adjusted earnings of $0.65 per share and revenue of $31.6 billion for the second quarter.
SpaceX burned through tens of billions in market value before August even arrived, and the calendar just flagged a supply event that has options traders positioned at a ratio that rarely ends well for bulls.
One SpaceX bull doesn't expect positive cash flow for nearly a decade.
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