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Tesla’s (TSLA) fresh bull case lands at a strange moment for the stock. Investors were anxiously waiting for a demand reset after concerns of some major EV competition, sluggish margins, and lackluster growth. However, in a surprise turn of events, Tesla then beat Q2 delivery estimates by a ...
Tesla investors will need to be patient with the robotaxi rollout, but better-than-expected deliveries are bolstering the investment case for the stock.
SpaceX would likely need to deliver on long-term ambitions for it to happen.
Nvidia stock has bounced off its lows and a new AI model release from SpaceX could help the move continue.
Renowned short-seller Jim Chanos has highlighted a stark warning buried in Morgan Stanley’s new bullish research report on Elon Musk‘s Space Exploration Technologies Corp. (NASDAQ:SPCX). Despite assigning the company an “Overweight” rating, the underwriter disclosed that the space and AI giant faces a multi-year “Funding risk” totaling nearly $700 billion, with “no FCF-positive” cash flow projected until 2035. Chanos Calls Out Wall Street Optimism Chanos took to social media platform X to highli
There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.
Space Exploration Technologies (NasdaqGS:SPCX), via its SpaceXAI unit, has launched Grok 4.5, a next generation AI model and coding agent. The release is described as the company’s most advanced AI system so far and is immediately available for developers. Grok 4.5 is trained on Nvidia GPUs and is designed to handle complex, agentic coding tasks for enterprise and developer use cases. Space Exploration Technologies is adding a new angle to its story with Grok 4.5, as the company’s AI push...
SpaceX's losses are accelerating.
A ton of new SpaceX shares will flood the market over the next 12 months.
The firm raised its bull-case target to $293 from $185, implying a 252% upside, citing launch and connectivity opportunities after the Iridium acquisition.
Investor Gary Black on Wednesday highlighted veteran investor Jeremy Grantham‘s warning that Elon Musk-led Space Exploration Technologies Corp (NASDAQ:SPCX) is the “craziest IPO in the history of man” after the company officially joined the Nasdaq 100, adding that he holds no position in the stock. Black Shares Grantham’s Bear Case In a post on X, Black shared Bloomberg AI’s summary of a Fortune article, which said Grantham was “unimpressed” by SpaceX’s goal to “build the systems and technologie
Musk said Grok 4.5 could improve weekly as SpaceXAI works to close the gap with Anthropic and OpenAI in an increasingly crowded AI race.
Demand for SK Hynix's $28 billion U.S. share sale was more than seven times available shares, a person familiar with the matter said, underscoring huge investor appetite for one of the most important companies in the AI supply chain. The offering from the South Korean chipmaker, which will finance new factories and equipment to meet surging AI chip demand, is set to be the world's second-biggest share sale after SpaceX's record-breaking $85.7 billion IPO last month. SK Hynix declined to comment.
SpaceX stock trades 35% below its peak after Nasdaq-100 inclusion, as index buying failed to offset heavy selling.
A spot in the index was supposed to be the catalyst. So why are shares back near their post-IPO low?
Anadolu/Getty Images Blue Origin is tapping outside investors for the first time, reportedly looking to raise $10 billion at a $130 billion pre-money valuation, a sign that appetite for private space companies has persisted past SpaceX’s blockbuster IPO. Blue Origin’s decision to raise outside capital coincides with a rise in investor interest in space startups, not for rocket launches but as key AI infrastructure via data centers in space. In a May CNBC interview, Jeff Bezos said space data cen
The Dow Jones slid with most stocks as oil prices jumped. The Nasdaq rose as Nvidia, Dell and AI plays bounced. SpaceX hit a new low.
SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.
SpaceX (SPCX) rival Blue Origin, which is owned by Amazon (AMZN) founder Jeff Bezos, is reportedly seeking $10 billion in fresh funding. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.
SpaceX (SPCX) rival Blue Origin, which is owned by Amazon (AMZN) founder Jeff Bezos, is reportedly seeking $10 billion in fresh funding. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.
SpaceXAI on Wednesday launched the Grok 4.5 AI model, calling it the company's most intelligent offering to date designed for coding and agentic tasks. Here are some details: • SpaceXAI said Grok 4.5 was trained across tens of thousands of Nvidia GB300 graphics processing units, with a focus on meticulous data filtering, deduplication and quality scoring. "We've partnered with SpaceXAI to train Grok 4.5," popular AI coding agent Cursor said.
Bank of America’s aerospace desk put a first-ever number on the most closely watched private company in the space economy. Ron Epstein, senior aerospace analyst at Bank of America Securities, initiated coverage of SpaceX (NASDAQ: SPCX) with a $235 base case price target derived from a 2045 discounted cash flow model. The call reframes the ... BofA Initiates SpaceX Coverage at $235 Price Target, Sees Multiple Billion-Dollar Businesses
SpaceX and Rocket Lab are two popular stocks for investors seeking exposure to the growing space economy.
SpaceXAI’s new 1.5-trillion-parameter model dropped Wednesday, trained in part on Cursor’s real-world developer data and a dream.
BNP Paribas analyst James Picariello doesn’t see a Tesla-SpaceX merger happening any time soon. He ticks off several reasons why.
After a quiet period, the IPO market has staged a comeback in 2026, with investors showing a greater appetite for newly public companies. Businesses operating in fast-growing industries such as AI, aerospace, and digital infrastructure have generally enjoyed the strongest demand, although investors have remained selective when evaluating new listings.4th of July Sale - 70% Off Unlock powerful investing tools and data-driven insights with TipRanks Premium for more confident investment decisions.
Jeff Bezo’s Blue Origin is reportedly nearing the end of a fundraising round that values the rocket launch company and SapceX competitor at $130 billion.
SpaceX shares fell over 6% and Tesla dropped nearly 4% on Tuesday, wiping more than $50 billion off Elon Musk's net worth and pushing him below the $1 trillion mark. Meanwhile, SpaceX's bitcoin wallet — holding 18,712 BTC — made its first transaction in six months. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Citi says EchoStar stock doesn’t fully reflect the value of the company’s future SpaceX stake, leaving meaningful upside for investors.