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Bloomberg16d agoneutral
JPMorgan, Goldman Set for $100 Million Paydays on SoftBank’s Record Loan

(Bloomberg) -- Global banks are poised to reap a windfall from SoftBank Group Corp.’s unprecedented borrowing binge as they fund the debt-laden conglomerate’s enormous artificial intelligence bet.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS Allies in Persian Gul

SpaceX (NasdaqGS:SPCX) Gets A Rare Nod From Jamie Dimon On Orbital AI
Simply Wall St.16d agoneutral
SpaceX (NasdaqGS:SPCX) Gets A Rare Nod From Jamie Dimon On Orbital AI

Jamie Dimon publicly endorsed and analyzed SpaceX's orbital AI data center concept, offering both optimism and caution. His comments mark the first time a major global banking leader has weighed in positively on the plan. Dimon highlighted potential technical feasibility while underlining substantial execution, regulatory, and capital deployment risks. For investors tracking Space Exploration Technologies, often referenced via the NasdaqGS:SPCX ticker in private market discussions, Dimon's...

5 Reasons Why Tech Stocks Dropped—and Why They’re Bouncing Back
Barrons.com16d agobearish
5 Reasons Why Tech Stocks Dropped—and Why They’re Bouncing Back

Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.

AST SpaceMobile Catapults 12%, SpaceX Rises 7%, Virgin Galactic and Rocket Lab Rally as Space Stock Trade Takes a Risk-on Turn
24/7 Wall St.16d agobullish
AST SpaceMobile Catapults 12%, SpaceX Rises 7%, Virgin Galactic and Rocket Lab Rally as Space Stock Trade Takes a Risk-on Turn

Shares of space stocks are catching a bid Tuesday as the sector rebounds from recent weakness. AST SpaceMobile (NASDAQ:ASTS) stock leads the move with a 12% gain to $64. SpaceX (NASDAQ:SPCX) shares are up 7% to $128, Virgin Galactic (NYSE:SPCE) stock is rallying 6% to $2.73, and Rocket Lab (NASDAQ:RKLB) stock is rallying 5% to ... AST SpaceMobile Catapults 12%, SpaceX Rises 7%, Virgin Galactic and Rocket Lab Rally as Space Stock Trade Takes a Risk-on Turn

Northrop Grumman Q2 Earnings Call Highlights
MarketBeat16d agoneutral
Northrop Grumman Q2 Earnings Call Highlights

Northrop Grumman (NYSE:NOC) raised its 2026 sales and earnings outlook after reporting stronger second-quarter bookings, a record backlog and revenue growth across all four of its business segments, while management also addressed cost pressures on two programs that weighed on segment margins. Chai

Bloomberg17d agoneutral
SpaceX’s Great Unlocking Begins With $116 Billion Share Release

(Bloomberg) -- SpaceX has set the stage for one of the largest share unlocks in capital markets history, with as much as $116 billion worth of stock becoming eligible for sale for the first time next month.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Ca

Bloomberg17d agobullish
Bitcoin Rallies After Bessent Says Clarity Act at ‘1-Yard Line’

(Bloomberg) -- Crypto markets are stirring after months of listless trading on signs that Washington is moving toward a clearer rulebook for digital assets.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Troops KilledBitcoin rose more than 2

Investing.com17d agoneutral
Macquarie sees prime SpaceX entry point, reaffirms $250 target on SPCX

Market pullbacks often force a choice between short-term noise and long-term structural reality. Following a sharp post-IPO sell-off that has dragged Space Exploration Technologies Corp. (SPCX) down roughly 26% from its first-day peak and ~11% below its $135 IPO price, investors are wrestling with volatility. However, Macquarie equity research analysts led by Paul Golding see a stark disconnect between market price and long-term intrinsic value. Reiterating their Outperform rating and $250 12-mo

SpaceX to report first earnings on Aug. 4: What to expect
Yahoo Finance Video17d agoneutralVIDEO
SpaceX to report first earnings on Aug. 4: What to expect

Since going public on June 12, SpaceX (SPCX) confirmed that it will report its first quarterly earnings results on Tuesday, August 4. Yahoo Finance Senior Business Reporter Ines Ferre and Senior Reporter Brooke DiPalma join the Opening Bid panel to talk more about what investors could be expecting after SpaceX's stock has since fallen below its IPO price.