
Wall Street spots a major obstacle in SpaceX’s next move.
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Wall Street spots a major obstacle in SpaceX’s next move.

The “Mad Money” host says to think in decades, not quarters. But the stock’s first few months tell a messier story.
The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.

Anthropic could list in late September and plans to let early backers sell stock in the IPO, unlike SpaceX.

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

A $30 trillion revenue claim raises the bar for what AI companies say they’re worth to investors.

Anthropic is reportedly set to announce its potential revenue opportunities of over $30 trillion, surpassing Space Exploration Technologies Corp’s. (NASDAQ:SPCX) $28.5 trillion estimate. The company is planning to raise up to $100 billion in its initial public offering (IPO), a...

SpaceX. tock rose early Thursday, helped, like much of the market, by Nvidia’s earnings. Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results.

Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results. Nvidia stock rose nearly 7% in premarket trading after better-than-expected earnings and strong guidance.

OpenAI is launching a second startup fund—this time pulling from its own balance sheet. An affiliate of the ChatGPT maker filed paperwork with the U.S. Securities and Exchange Commission on Wednesday indicating it has raised a $400 million sophomore fund. OpenAI launched its first startup fund, a $175 million haul, in 2021.

The better AI stock to own for the next five years may not be the one investors expect.

Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines matters a lot if you own SPCX.

JPMorgan’s view of SpaceX’s AI business changes how the stock looks heading into September.

President Donald Trump bought up to $50,000 in Space Exploration Technologies Corp shares shortly after the Elon Musk-led company’s record IPO. Trump Bought SpaceX Shares After Record IPO Trump purchased between $15,001 and $50,000 worth of SpaceX shares on June...

Elon Musk’s xAI warned a federal court that shutting down temporary gas turbines at its Stanton Road plant in Southaven, Mississippi, could cripple Grok and disrupt AI services used by hundreds of millions worldwide. xAI Warns Shutdown Could Cripple Grok...

This AI giant could be a record-breaker.

Soaring long-duration Treasury bond yields can't be swept under the rug any longer.
JPMorgan may accept some insiders’ SpaceX shares as loan collateral before its customary 135-day waiting period.

The Claude developer is preparing for a potentially record-breaking initial public offering after rapid revenue growth, but its enormous losses and dispute with the Trump administration could concern investors.View on euronews

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.
SpaceX has sold investors on a trillion-dollar vision of millions of solar-powered satellites in orbit, packed with the chips needed to power...

Something Elon Musk said on SpaceX’s earnings call about Nvidia is still being priced into both stocks.

Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.

A fund that invests in international companies that went public in the past few years is beating its U.S. counterpart. Japan’s Kioxia is a big reason why.

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

A launch site and $100 billion capital investment are primed to transform an area known for duck hunting.

The AI company could aim to raise as much as $100 billion in its offering, targeting a valuation of about $2 trillion

Anthropic is likely to tell investors that it sees its total addressable market (TAM) exceeding $30 trillion, ahead of the $28.5 trillion estimate from SpaceX, the Wall Street Journal reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a few details: • To quantify its TAM, Anthropic is looking at the full scope of work that could be completed with AI models, WSJ said.

Find insight on SpaceX, Nvidia, Alibaba and more in the latest Market Talks covering technology, media and telecom.
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