Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wealth managers are cutting fees and hiring staff around Silicon Valley in a rush to win over workers at OpenAI and Anthropic before their initial...
Analyst Tim Farrar said Rocket Lab may be better shielded from SpaceX, while AST faces direct competition from Starlink.
SpaceX (SPCX) stock investors spent the lion’s share of the post-IPO period questioning if its expensive AI push deserves any value. Subsequently, the stock’s steep slide sharpened that skepticism. Nevertheless, analysts felt SpaceX was being valued purely on a single revenue engine, while AI was ...
Short interest in SpaceX just cratered from 34% to 11% while the stock surged nearly 35% in weeks, and with a $60 billion acquisition looming and the next share unlock approaching, the pressure building in the order book could dwarf anything the market has seen before.
Elon Musk just outlined a satellite network so vast it could carry 90% of all internet traffic, and the gap between that vision and what public investors can actually buy tells a complicated story about who wins and who gets squeezed out.
Verizon Communications stock has quietly built a solid track record over the past three years, yet the current valuation checks point to a mixed picture rather than a clear bargain or obvious overvaluation. The share price has returned 72.7% over three years. This puts more weight on whether today's valuation still leaves enough room for attractive long term returns. On the upside, new partnerships and infrastructure investments in fiber and advanced connectivity can support expectations for...
Elon Musk's second megacap company has been a controversial investment, to say the least.
Elon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.
He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.
U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...
Billionaire investor Ron Baron projects that Space Exploration Technologies Corp. could reach an unprecedented $14 trillion valuation over the next decade. This astronomical growth will be driven not just by reusable rockets, but by Starlink’s global connectivity dominance and a...
At a recent all-hands meeting, Elon Musk told SpaceX employees that the rocket business they work for is quietly transforming into something far more valuable, and he named a specific month when the shift becomes impossible to ignore.
Norway's $2.3 trillion fund revealed a $1.2 billion SpaceX stake after twice voting down Elon Musk's Tesla pay deals.
One crucial launch milestone could determine whether the bet pays
On Monday, Rocket Lab Corp. CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration...
Space Exploration Technologies Corp. (NASDAQ:SPCX) is moving forward with an ambitious execution plan. The company expects to conduct another Starship test flight this month, along with the deployment of upgraded Starlink satellites and upper-stage recovery attempts in the coming weeks. Even so, investors were more concerned about its financial trajectory than the technical milestones. Despite […]
SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the excitement justified?
Norway’s fund also publicly declared owning a 0.05% stake in SpaceX.
Elon Musk just declared his latest AI model objectively number one in intelligence, speed, and cost, and the timing could not be worse for two companies that Microsoft is betting billions on.
Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a specific month.
Tesla wants to build a massive solar factory in Texas, but first it wants the state to chip in to defray the costs.
A fresh Starlink launch and a surprise Morgan Stanley note are pulling SpaceX stock out of a steep selloff, while Intuitive Machines heads into earnings with options traders betting heavily on the upside. Here is what the catalysts actually signal.
SPCX's surging Megapack purchases are boosting TSLA's energy business as AI power needs drive demand for fast-response battery storage.
Nvidia has a robust investment portfolio.
Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.
SpaceX (NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue “will exceed all other SpaceX revenue probably in September, like next month,”...