Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
SK hynix, the South Korean chipmaker whose memory chips power AI data centres around the world, lists on the Nasdaq this week in one of the largest share sales in history, capping a journey from near-bankruptcy to a trillion-dollar valuation.View on euronews
Rocket Lab has several company-specific catalysts and risks that investors should understand before making the call.
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]
SpaceX is building an ecosystem that no other company can copy.
Analyst hikes valuation of SpaceX's rocket business by $246 billion after Blue Origin raises funds. Cathie Wood buys $23 million of SPCX stock.
Nvidia stock has bounced off its lows and a new AI model release from SpaceX could help the move continue.
SpaceX‘s (NASDAQ:SPCX) blockbuster public debut generated exactly the kind of excitement investors expected from Elon Musk’s latest venture. After pricing its IPO at $135 per share and opening at $150, the stock briefly climbed to $225 as demand overwhelmed supply. That early enthusiasm has cooled. The premier space stock closed yesterday at $148.30, below its ... Cathie Wood Just Bought $27 Million of SpaceX. Calling the Bottom or Catching a Falling Knife?
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.
SpaceX moved Bitcoin for the first time in six months. Arkham Intelligence says the transfer appears to be a routine test transaction. The wallet activity ...
NEW YORK/MONTREAL, July 9 (Reuters) - Aviation lawyer Amanda Applegate skipped her annual vacation last month as a surge of wealth from AI startups and SpaceX sent a wave of tech investors shopping for private jets, burying her in paperwork for aircraft-purchase agreements. The Cleveland-based attorney attributed the rush to a handful of major "liquidity events" in the tech industry.
Rocket company SpaceX shares continue to attract interest from retail investors, J.P. Morgan analysts wrote, despite volatility in the stock. The Elon Musk-led company's initial public offering included a record allocation to retail investors of around 20%, the analysts said, compared with a typical level of closer to 5%. J.P. Morgan analysts are bullish on SpaceX, expecting sharp growth in the number of Starship launches.
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.
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