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Blue Origin Deserves More Attention From SpaceX Investors
Trefis36d agoneutral
Blue Origin Deserves More Attention From SpaceX Investors

SpaceX (SPCX) stock trades like a monopoly. A $1.75 trillion valuation. Over 100x trailing revenue. Numbers like that only make sense if the market believes SpaceX has no real competition for years to come. However, investors shouldn't count on that lasting forever. SpaceX is a truly long-horizon stock, and that cuts both ways: it also means smaller, distant competitors deserve more credence than their current market share suggests. There are few credible challengers to SpaceX today. Jeff Bezos'

Tokenmaxxing is out, but companies are still spending on AI. What's changed?
Yahoo Finance Video36d agoneutralVIDEO
Tokenmaxxing is out, but companies are still spending on AI. What's changed?

In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.

5-star analyst sets bold SpaceX stock price target
TheStreet36d agoneutral
5-star analyst sets bold SpaceX stock price target

It didn’t take long for SpaceX (SPCX) to turn from hype to a disappointing IPO. The stock is trading near $161 at the time of writing on Thursday afternoon, July 2, nearly 25% below its highest close of $211.39 on June 16. Many people expected it to become a typical Elon Muskmeme stock, but this ...

Charter (CHTR) Is In Talks With SpaceX On Consumer Mobile Partnership
Simply Wall St.36d agobullish
Charter (CHTR) Is In Talks With SpaceX On Consumer Mobile Partnership

Charter Communications (NasdaqGS:CHTR) is reported to be in executive-level talks with SpaceX about a partnership for consumer mobile services. The discussions focus on using Charter's ground internet infrastructure to support SpaceX's direct-to-cell mobile offering. The potential alliance could extend mobile coverage into more remote areas while adding new revenue opportunities for both companies. Charter Communications operates as a major cable and broadband provider in the U.S., with a...

ETF Zoo: Mid-Year Check-In  the AI Trade That Won’t Quit
etf.com37d agoneutral
ETF Zoo: Mid-Year Check-In the AI Trade That Won’t Quit

<p>The ETF industry smashed through the $1 trillion mark in flows shortly before the close of the first half. Find out what this week’s ETF Zoo crew thought about where the money is going, SEC regulatory updates, leveraged ETF popularity and more. </p>

Why Qualcomm (QCOM) Shares Are Trading Lower Today
StockStory37d agoneutral
Why Qualcomm (QCOM) Shares Are Trading Lower Today

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI device using the company's Snapdragon chip, and after its removal from several Russell indexes.

Google Ventures makes surprise $30 million SpaceX-era bet
TheStreet37d agoneutral
Google Ventures makes surprise $30 million SpaceX-era bet

The next major space company might not be building rockets It may not be launching satellites into space, flying tourists to the edge of the atmosphere, or competing with Elon Musk’s SpaceX for the next big thing in orbit. Instead, it might accomplish something a little less glamorous: helping ...

T Mobile (TMUS) Stock Looks Rich After Starlink Mobile Fears
Simply Wall St.37d agoneutral
T Mobile (TMUS) Stock Looks Rich After Starlink Mobile Fears

T-Mobile US stock has given investors a solid 33.4% gain over the past three years, yet the current valuation checks and recent share price weakness present a more cautious picture of what that performance is worth paying for today. A 33.4% return over three years suggests T-Mobile US has rewarded patient shareholders, which puts extra focus on whether the current price still offers a compelling entry point. Speculation about SpaceX’s potential entry and even a possible T-Mobile US...

Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)
Insider Monkey37d agobullish
Retail Investors Are Buying This Space Stock, and It’s Not SpaceX (SPCX)

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. AST SpaceMobile (NASDAQ:ASTS) ranks #11 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 39 Redditors say that for those interested in space, consider AST SpaceMobile (NASDAQ:ASTS) instead of chasing SpaceX hype. AST SpaceMobile is developing the world’s first […]

Forget SpaceX (SPCX) and Buy This Ecommerce Stock Instead
Insider Monkey37d agobullish
Forget SpaceX (SPCX) and Buy This Ecommerce Stock Instead

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Mercado Libre (NASDAQ:MELI) ranks #7 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 102 Mercado Libre (NASDAQ:MELI) stock tanked 11 percent this year. Reddit’s been all over it, saying this is the real play instead of buying into […]

Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)
Insider Monkey37d agobullish
Should Long-Term Investors Buy Microsoft (MSFT) Instead of SpaceX (SPCX)

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Microsoft (NASDAQ:MSFT) ranks #1 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 282 Microsoft (NASDAQ:MSFT) is down 22 percent year-to-date, and Redditors believe now is the time to buy the stock instead of chasing hype like SpaceX. Bulls […]