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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Morgan Stanley sends blunt SpaceX message to investors
TheStreet2d agoneutral
Morgan Stanley sends blunt SpaceX message to investors

More than 900 million SpaceX shares became eligible for sale on August 6. At midday prices, that tranche was worth around $101 billion. Investors had spent weeks bracing for the unlock, watching the stock slide in anticipation. The selloff they feared never came. SpaceX (SPCX) rose nearly 3% on ...

Does Tesla’s Terafab Texas Chip Bet Reshape Its AI Ambitions And Margin Story For TSLA?
Simply Wall St.2d agoneutral
Does Tesla’s Terafab Texas Chip Bet Reshape Its AI Ambitions And Margin Story For TSLA?

In late July 2026, the Wall Street Journal reported that Tesla was exploring options to separate its China business ahead of a potential merger with SpaceX, a story Elon Musk and Tesla representatives publicly rejected as false even as it highlighted Tesla’s heavy operational reliance on its Shanghai factory. At the same time, Tesla’s deepening ties with SpaceX and projects like the Terafab Texas chip facility are prompting investors to weigh how any future restructuring of its China...

Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?
Insider Monkey2d agoneutral
Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?

Alphabet (GOOG, GOOGL) shares made headlines recently after the company’s AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster […]

RocketLab Rises on Space Interest; Moderna Moves on Flu Shot | Stock Movers
Bloomberg2d agoneutralVIDEO
RocketLab Rises on Space Interest; Moderna Moves on Flu Shot | Stock Movers

On this episode of Stock Movers: - RocketLab (RKLB) shares are higher this morning after rising Friday, following earnings from SpaceX last week. - Moderna (MRNA) shares are moving after last week's news that its mRNA flu shot won US approval in an FDA turnaround. - Intel (INTC) shares are moving after the company said it will be offering $15 billion in common stock, taking advantage of renewed interest in its business prospects during the artificial intelligence data center boom.

SpaceX Stock Touches IPO Price
Investopedia2d agoneutral
SpaceX Stock Touches IPO Price

Shares of SpaceX on Monday rose above $135, the price at which the company sold shares to the public in mid-June, for the first time since July 16.

Why Space Exploration Technologies Corp. (SPCX) is an Idiosyncratic Growth Play?
Insider Monkey2d agoneutral
Why Space Exploration Technologies Corp. (SPCX) is an Idiosyncratic Growth Play?

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Investing.com2d agoneutral
SpaceX reclaims $135 IPO price in premarket trade Monday

SPCX (NASDAQ: SPCX) closed Friday, August 7 at $133.11, capping a weekly gain of 22.8% from the $108.37 close on July 31. That Friday session alone delivered a 15.83% surge — the stock’s largest single-day advance since its June 12 debut.