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Analyst upgrades SpaceX stock to buy on its AI investment payback timeline. Rocket Lab jumps near key line after 92nd Electron mission.

Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.

(Bloomberg) -- The University of North Carolina’s endowment management company made an initial investment in SpaceX more than 15 years ago.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltEarly wagers through venture capital

Software stocks lead the broader market higher after a slew of solid earnings reports ease fears about AI disruption.

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(Bloomberg) -- SpaceX shares rose on Thursday as investors digested the release of as many as 911.5 million shares worth about $100 billion from lock-up agreements that had prevented insiders from selling them.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

ARK Makes Bold $23 Million SpaceX Bet Despite Post-Earnings Drop

Bending Spoons stock offers a high-profile lesson in how to handle liquidity in initial public offerings — a lesson that is set to come due for other recent IPOs like Space Exploration Technologies stock. Investor Greg Morton tells Investor's Business Daily's "Investing with IBD" podcast that it's not about trading every IPO that appears, but finding the best of the best that pass his filters for profitability and liquidity. "Two thirds of (IPOs) I'm hardly even looking at, and then they need to be liquid — that cuts it in half again," Morton said.

As SpaceX stock has tumbled since its record-setting IPO, shares of newly public smaller companies have soared.

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

SpaceX disclosed the hefty Tesla Megapack buys in new SEC filings. SpaceX stock rose modestly, while Tesla was little changed.

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

The newly public rocket company is doubling down on its operations in Grimes County, Texas, where it is also headquartered, in an effort to produce the chips it needs for its spacecraft.

Investors are focused on SpaceX’s massive Starship rocket. Space-and-defense company Redwire said it had agreed to send its orbital pharma technology to low-Earth orbit on SpaceX’s Starfall spacecraft, a vehicle that hasn’t flown yet. SpaceX hasn’t said much about Starfall, but has submitted plans to federal regulators that describe it as a cylindrical capsule 2.5-feet high and more than 10 feet in diameter.

Trading in SpaceX options ramped up yesterday, hitting the highest level since mid-June. Some of the most actively-traded bets were put options pegged to the shares falling to $100 or $105, Cboe Global Markets data show.

Elon Musk's SpaceX and Tesla will initially invest $16.8 billion to build Terafab, an advanced AI semiconductor complex in Grimes County, Texas, as the ‌companies race to secure the chip capacity that the billionaire has called essential ‌to their future. The facility is intended at narrowing the gap between global chip supply and the more than ​1 terawatt of computing power that SpaceX and Tesla expect to need in the coming years. Future expansion phases could push total investment much higher, SpaceX said in a statement on its website on Thursday, adding that the facility would employ at least 3,000 people.

A wave of SpaceX shares become available for trade Thursday as lockup expires. Cathie Wood, retail investors buy falling SPCX stock.

SpaceX shares seesawed on Thursday as investors weighed the impact of insider selling on the stock, which has had a ‌turbulent run since its market debut. When a company goes public, its executives, employees and early investors are ​typically barred from selling their shares for up to 180 days under lock-up agreements designed to curb volatility and support the stock. SpaceX, however, had an unusual arrangement under which up to 20% of the restricted shares could be sold starting Thursday, the second trading day after its second-quarter earnings release.

Nuclear play Constellation Energy jumped about 7% Thursday morning after beating analyst views on earnings and profits.

Nearly 912 Million SpaceX Shares Unlocked as Lockup Begins to Expire

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Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

SpaceX insiders and early investors will be able to sell their stock for the first time on Thursday, when 911.5 million shares become eligible to trade — around 43% more than the 638.9 million shares the company floated in its June initial public offering.

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

Satellogic (NASDAQ:SATL) reported second-quarter revenue growth of 259% year over year and said it generated positive operating income and adjusted EBITDA for the first time in its history, as sovereign satellite deliveries and subscriptions for persistent monitoring expanded. Revenue totaled $15.9

A look at the day ahead in European and global markets from Satoshi Sugiyama In "Learning to Fly", Tom Petty sang that what goes up must come down.

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