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Morgan Stanley estimates Cursor could add $2.5 billion to SpaceX’s revenue in 2026 and $13 billion in 2027, according to Investing.com

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

SpaceX stock was falling in Tuesday’s premarket after a 3-day winning streak that pushed it back above its offer price pre-IPO. The satellite telecommunications company’s figures missed expectations, but it maintained guidance—which seemed enough for Cantor to raise its price target on the stock. It is the major competitor to SpaceX’s Starlink in Direct-to-Cell (D2C) space broadband and reported revenue of $31.5 million—below the $35.18 million consensus, according to FactSet—while posting an adjusted loss per share of $0.77 versus the expected $0.26 loss.

Intel increases stock offering to $20 billion, SpaceX stock rises after first lockup ends, Archer Aviation to absorb Boeing’s air taxi business, and more news to start your day.

Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast.

ARKK and ARKG completely exited their respective positions in 10x Genomics.

The first phase of Terafab costs more than four times what the electric-car maker earned over the past year.

OpenAI has reportedly completed a deal to help employees sell nearly $7 billion worth of the company’s shares ahead of its potential IPO. The Sam Altman-led company repurchased shares from existing as well as former employees rather than relying on...

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

Retail sentiment on Stocktwits has declined to ‘neutral’ on SPY and ‘extremely bearish’ on QQQ.

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

Cannae (NYSE:CNNE) outlined plans to continue repurchasing shares, monetize non-core assets and expand its sports and entertainment portfolio during its second-quarter 2026 earnings call, as the company reported lower operating revenue and significant impairment charges related to its restaurant gro

Ontario Teachers' 2019 SpaceX bet delivered billions in gains, even as the stock spent time below its post-IPO value.

Space Exploration Technologies stock has rebounded sharply in the past week, yet the broader valuation checks currently lean expensive. This puts the recent move under closer scrutiny for investors who care about price versus fundamentals. The share price is up 21.1% over the past week, which quickly changes the entry point for anyone looking at Space Exploration Technologies after its post IPO pullback. Heavy spending on AI and telecom infrastructure can support long term revenue ambitions...

Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned as a major step in Super Micro Computer's AI infrastructure plans and deepens its ties with leading AI customers. The company indicates this initiative is distinct from recent product launches and reflects a broader push into large scale AI deployments. For readers tracking how large AI data center build outs are reshaping the hardware...

A critical clause in the CEO’s Tesla stock award would wipe away lofty performance targets if a merger happened.

Securities and Exchange Commission on Monday brought settled charges of fraud against Adit Ventures Management, its founder and three partners in ‌connection with pre-IPO investments in companies including Klarna and SpaceX, the agency said in a release. The ‌SEC alleged that the investment adviser had used "false claims and promises" to solicit investments in Adit-managed funds and used client money for the firm's ​own benefit, including by taking unsecured loans on favorable terms without dis

The Securities and Exchange Commission accused investment adviser Adit Ventures and co-founder Eric

Intel’s stock dropped 4%, weighing on the Nasdaq after announcing a $15 billion stock offering.

With shares now trading at a steep discount, is this a generational buying opportunity?

SpaceX (Nasdaq: SPCX) made its public-market debut on June 12, 2026, after pricing shares at $135 in what became the largest initial public offering in history. Shares surged as high as $225.64 during their first session before closing at $184. Less than two months later, Elon Musk’s space ...

SpaceX stock reclaims its $135 IPO price as Deutsche Bank backs the $100 billion revenue target. Retail turns seller.

Steve Eisman, the investor made famous by “The Big Short,” says SpaceX (NASDAQ:SPCX) is difficult to value like an ordinary company because Elon Musk has “believers, not investors.” The comment comes as SpaceX shares have remained remarkably resilient since lockup...

Strategic buyers are chasing scarce real-time AI technology

Ark Invest on Monday said that SPCX’s 14% drop on Wednesday last week overlooked SpaceX’s $28.5 trillion total addressable market outlined in its IPO filings.

Fee-related earnings surge 21% year-over-year as the firm navigates SpaceX-driven volatility and broad-based fundraising momentum.

Supermicro reported its Q4 results after the bell on Tuesday.

Super Micro will report its Q4 results after the bell Tuesday.

Dow Jones Futures: Surging oil prices sparked stock market losses Monday. SpaceX rival Rocket Lab tumbled on earnings late.

Fresh buying reveals where Wood sees better risk-reward