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Take Alphabet. Investors knew Google invested about $1 billion in SpaceX in 2015, but they couldn’t be certain what happened to the stake. Alphabet still has its stake, and the value has shot higher since 2015, but that is becoming a small headwind for the share as SpaceX stock tumbles to new lows.
About $80 billion of Google's SpaceX stock is subject to short-term selling restrictions, with another $14.1 billion locked up through the third quarter of 2027
SpaceX stock and its 2056 bonds are sinking together, and Peter Schiff sees it as a crash warning for stocks and crypto.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
T-Mobile stock fell despite its Q2 earnings beat. Management rejected an expanded Starlink partnership, saying it would not create value.
Tesla stops short of confirming a SpaceX merger, but Musk highlights deepening ties across AI, chips, robotics and Starlink connectivity.
Tesla (TSLA) reported second quarter earnings on Wednesday, which failed to impress investors. Yahoo Finance Senior Autos Reporter Pras Subramanian chats with Morning Brief host Julie Hyman about the results, the earnings call, and CEO Elon Musk's comments on SpaceX (SPCX).
The company said its marketable equity securities include $80 billion in short-term restricted shares and $14.1 billion restricted through 2027.
Analysts are turning bullish after the wireless carrier beat the Street’s second-quarter earnings target.
RBC Capital Markets lead equity analyst on global autos, Tom Narayan, sits down with Julie Hyman on Market Catalysts to expand more on his takeaways from Tesla's (TSLA) latest earnings and where it may be facing the biggest problems in expanding its robotaxi business.
At least on paper, for now, Google's investments in Anthropic and SpaceX have paid off and enabled its parent company Alphabet to offset any losses when quarterly financial reports come.
Google's $94 billion SpaceX stake came from a 2015 bet, not a new deal, and most of the shares stay locked up.
Tesla (TSLA) reported negative free cash flows in the second quarter as the EV company continues to bet big on its Optimus robotics ventures. The stock is falling by as much as 12% on Thursday following its second quarter earnings released last night. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma highlight Elon Musk's latest comments, with Schutte remarking that Tesla remains a "story" stock over its list of future promises.
$94.1 billion That’s how much in SpaceX shares Google parent Alphabet owns. Based on SpaceX's current market cap of $1.53 trillion, that's a roughly 6% stake. The tech conglomerate's marketable equity securities include $80 billion in SpaceX shares subject to short-term restrictions on the ability to sell and $14.
Second-quarter earnings results from Alphabet and Tesla kicked off a crucial test for the AI trade yesterday. The initial verdict? Oof. Both companies reported soaring revenue, but investors these days care much more about the AI spending bill.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
Elon Musk came the closest he has yet to addressing long-running speculation that he intends to combine Tesla and SpaceX on Tesla's Q2 earnings call, but stopped short of confirming anything.
The company might not produce positive free cash flow until 2035.
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.
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