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SpaceX laid out $18.4 billion in capital investments during the April-to-June quarter, with most of the spending supporting artificial-intelligence efforts. SpaceX finance chief Bret Johnsen told analysts last night that spending should remain at this level for the rest of the year: “You should probably think that the … next two quarters are very similar to the current quarter.
SpaceX touted faster-than-expected returns from its AI spending on its first-ever earnings call as a public company. SpaceX reported AI revenue that more than tripled from a year earlier and disclosed several new cloud computing agreements, even as quarterly capital spending on AI climbed to $15.8 billion. Chief Financial Officer Bret Johnsen said the economics of those investments were improving rapidly, but also signaled that AI spending would remain elevated.
Tesla Inc. will participate in Gov. Gavin Newsom‘s (D-CA) EV rebate program aimed at first-time EV buyers in the state amid the White House’s pro-fossil fuel stance. Limited Funds Available According to Tesla’s official website on Tuesday, eligible buyers in...
SpaceX is becoming an AI giant faster than expected — and it's spending like one.
(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur
Sandisk has bounced hard off its lows, setting up a limited-risk options trade ahead of earnings.
The S&P 500's valuation hasn't been this high since 2000.
Traders and investment bankers are reigning supreme on Wall Street, at least if you’re judging by their bonuses. The outsize rewards for traders and investment bankers seem all but guaranteed, with big banks raking in bumper profits this year from volatile markets and huge stock offerings, including the stock-market debut of Elon Musk’s SpaceX and Google parent Alphabet’s $80 billion equity financing. “Banks are leading the way for the first time in a while,” said Alan Johnson, founder and managing director of Johnson Associates.
Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
(Bloomberg) -- Private investors are pouring growing sums into artificial intelligence projects across the developing world, pushing deal volumes to record highs in the first half of 2026. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splurge Puts a Damper on Debut Ear
Amazon's cloud computing business could be heading for mind-boggling revenue growth thanks to artificial intelligence.
Moderna Inc. (NASDAQ:MRNA) stock rose in Wednesday premarket trading after gaining 3.4% in the previous session, as investors reacted to the company’s latest progress in expanding its infectious disease pipeline with an investigational Ebola vaccine. Moderna Begins Phase 1 Trial For Ebola Vaccine Moderna has initiated a Phase 1 clinical trial evaluating mRNA-1469, an investigational vaccine designed to prevent Bundibugyo ebolavirus disease, for which no licensed vaccines currently exist. The stu
Nvidia is weighing more than $750 billion in AI investments, financing deals and partnerships — betting that any growth in the compute market will ultimately benefit its chip business.
Deere, Kubota, CNH, AGCO and Alamo have been highlighted in this Industry Outlook article.
Investing.com - Chinese optical module makers control roughly two-thirds of global transceiver supply, and no Western alternative can absorb that volume within the next one to two years, Counterpoint Research warned — a finding that casts doubt on whether a proposed U.S. import ban can be executed without damaging the AI infrastructure buildout it is meant to protect.
ExxonMobil missed Q2 earnings estimates, but strong production, higher oil prices and a solid balance sheet continue to support its longer-term outlook.
Tesla and Waymo were just put on notice, with Amazon's Zoox receiving federal approval for its driverless vehicles. It will begin charging for its service soon.
Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate of $11.28 billion. However, much of the market’s attention shifted to the company’s outlook, particularly expectations for Helios, its upcoming rack-scale AI platform. Futurum Group C
Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks.
Billionaire Dan Gilbert plans to create new housing, a park and an entertainment district on the city’s waterfront.
SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers.
US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.
(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS
We're about to witness a massive wealth transfer from retail investors to SpaceX's insiders.
Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona
Crypto is creating a parallel market where investors can value companies before they go public.
Qnity Electronics, Inc. reported past second-quarter 2026 results showing higher sales of US$1,429 million versus US$1,170 million a year earlier, but lower net income of US$124 million compared with US$188 million. The company coupled this mixed profit picture with a raised full-year 2026 net sales outlook to US$5.55 billion–US$5.65 billion and a series of collaborations in semiconductor research, manufacturing and talent development that could influence its longer-term...
↘️ Space Exploration Technologies (SPCX): Elon Musk’s space company said its capital expenditures hit $18.4 billion in its most recent quarter. Shares fell 9% in premarket trading. ↘️ Advanced Micro Devices (AMD): The chip maker's stock tumbled premarket following Musk's comments that SpaceX would no longer buy AMD chips.
Why Zeta Global Holdings Stock Is Back in Focus After Its Latest Earnings Zeta Global Holdings (ZETA) is drawing fresh investor attention after reporting second quarter 2026 results and updating its outlook for the rest of the year. The earnings release and raised guidance provide new data points to assess the stock. See our latest analysis for Zeta Global Holdings. The earnings beat on revenue and raised guidance arrive while Zeta Global Holdings’ share price has been strong, with a 90 day...
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