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Microsoft Should Be Thrown Out Of Magnificent 7
24/7 Wall St.82d agoneutral
Microsoft Should Be Thrown Out Of Magnificent 7

The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7

SpaceX Files IPO With Tens Of Trillions At Stake
24/7 Wall St.82d agoneutral
SpaceX Files IPO With Tens Of Trillions At Stake

A recent episode of Moonshots with host Peter Diamandis focused on how SpaceX could become the largest IPO in financial history. SpaceX has filed paperwork for a $75 billion public offering at a valuation of $1.75 trillion. For context on scale, the panel noted the deal would be over 2.5 times larger than Saudi Aramco’s record ... SpaceX Files IPO With Tens Of Trillions At Stake

Tesla vs Nvidia: Both Market Favorites, But One Is a Best Buy Now
24/7 Wall St.82d agobullish
Tesla vs Nvidia: Both Market Favorites, But One Is a Best Buy Now

Tesla (NASDAQ: TSLA) and NVIDIA (NASDAQ: NVDA) just delivered post-earnings updates that frame the AI trade in opposite ways. Tesla is pitching a future of robots, robotaxis, and software fleets. NVIDIA is already selling the picks and shovels at scale. Both stocks sit near the heart of every AI portfolio, yet the businesses behind the ... Tesla vs Nvidia: Both Market Favorites, But One Is a Best Buy Now

Latest News In Energy Transition - Revolutionizing Wind Turbine Blade Recycling: A Billion-Dollar Opportunity
Simply Wall St.82d agoneutral
Latest News In Energy Transition - Revolutionizing Wind Turbine Blade Recycling: A Billion-Dollar Opportunity

The global wind turbine blade recycling market is set to experience significant growth, expanding from $64.96 billion in 2024 to $158.9 billion by 2030, driven by decommissioning of first-generation turbines reaching their end-of-life. This market expansion is being fueled by corporate sustainability commitments, integrated recycling initiatives, and regulatory actions particularly in North America and Europe to limit landfill disposal of blades. The focus on circular economy principles is...

The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO
24/7 Wall St.82d agoneutral
The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

There’s a question floating around the biggest IPO in history, and SpaceX has chosen its words very carefully to avoid answering it. I’ve been reading pre-IPO paperwork for nearly two decades, and what’s missing from this one tells you more than what’s in it. The company is reportedly heading to NASDAQ in June 2026 at ... The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

Jony Ive Designed Ferrari Luce Debuts With A $640,000 Price Tag And Interiors That Drift Apart From Tesla's Screen-Heavy Approach
Benzinga82d agoneutral
Jony Ive Designed Ferrari Luce Debuts With A $640,000 Price Tag And Interiors That Drift Apart From Tesla's Screen-Heavy Approach

Ferrari N.V. (NYSE:RACE) unveiled its first fully electric car Monday, presenting the four-door Luce, designed in collaboration with former Apple Inc. (NASDAQ:AAPL) design chief Jony Ive and his collective LoveFrom, as a high-stakes bet that wealthy buyers will embrace a battery-powered Ferrari even as rivals such as Volkswagen AG’s (OTC:VWAGY) Porsche and Lamborghini slow some EV plans because of softer demand. Ferrari Bets On Electric Luxury The Luce, Italian for "light," is Ferrari's first fi

Bloomberg82d agobearish
Ferrari Rolls Out Five-Seat Fully Electric Car in Brand First

(Bloomberg) -- Ferrari NV unveiled its first fully electric car, a five-seat model priced at €550,000 ($640,000) that marks a sharp break from the sports-car maker’s fuel-burning heritage.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Urani

The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math
24/7 Wall St.82d agoneutral
The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

During a highly anticipated segment on the latest All-In Podcast, Chamath Palihapitiya laid out a detailed underwriting case to justify why SpaceX is worth a full two trillion dollars right now. He explained that a twenty-times sales multiple is actually a bargain when you properly measure it against the massive commercial markets that Starlink and ... The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy
24/7 Wall St.82d agoneutral
The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?
24/7 Wall St.83d agoneutral
SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a high-growth tech company. David Friedberg argued that “having a space-based communication network, space-based data centers, and space-based communication back down to Earth wireless” ... SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

Italian Stocks Hit First Record in 26 Years Led by Energy, Chips
Bloomberg83d agoneutral
Italian Stocks Hit First Record in 26 Years Led by Energy, Chips

(Bloomberg) -- Italy’s benchmark equity index rose past its all-time closing high set in 2000, with a recent rally in energy and chip stocks supercharging it to record levels.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, Sanctions