3 days ago
SpaceX (NASDAQ:SPCX) has been building its AI business at warp speed. It turns out to be much more challenging to rapidly build reliable data centers than expected. Some of its facilities ran without backup power for months. That recently led the company to make some changes, including reshuffling its leadership team to ensure it can meet a looming deadline for a $920 million-a-month compute deal with Alphabet's (NASDAQ:GOOG)(NASDAQ:GOOGL) Google.
Here's a look at what went wrong and how **** eX is racing to fix the problem.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: The Motley Fool.
Engineering and reliability issues have surfaced at **** eX data center sites in Tennessee and Mississippi. According to a recent report by The Information, several sites operated without backup cooling and power systems as the company pushed to expand capacity as fast as possible. That publication has previously reported issues at **** eX data center sites, including that its Macrohand facility in Tennessee had to rely on over 100 mobile chillers and recorded uptime well below the company's 99.9% internal target. Meanwhile, the company used temporary gas turbines at its Mississippi data center longer than expected due to supply chain issues in delaying 41 permanent units. Temporary outages of the power and cooling systems have interrupted AI model training.
#company #NVIDIA #signal #power
Here's a look at what went wrong and how **** eX is racing to fix the problem.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: The Motley Fool.
Engineering and reliability issues have surfaced at **** eX data center sites in Tennessee and Mississippi. According to a recent report by The Information, several sites operated without backup cooling and power systems as the company pushed to expand capacity as fast as possible. That publication has previously reported issues at **** eX data center sites, including that its Macrohand facility in Tennessee had to rely on over 100 mobile chillers and recorded uptime well below the company's 99.9% internal target. Meanwhile, the company used temporary gas turbines at its Mississippi data center longer than expected due to supply chain issues in delaying 41 permanent units. Temporary outages of the power and cooling systems have interrupted AI model training.
#company #NVIDIA #signal #power
3 days ago
On June 12, Elon Musk's ****** e Exploration Technologies (SpaceX) (NASDAQ:SPCX) burst onto the scene with the largest initial public offering (IPO) in Wall Street's storied history. ****** eX priced its shares at $135, giving the company an initial valuation of $1.77 trillion, and raised a record $85.7 billion from its IPO, including the underwriters' overallotment.
Nearly three months later, ****** eX is set to make history yet again -- albeit the dubious kind.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
When private companies go public, they announce a lockup period that prevents their insiders, consisting of high-ranking executives, board members, and early investors, from selling shares shortly after the IPO and capitalizing on IPO/retail investor buzz. Commonly, insiders are prohibited from selling their shares for the first 180 calendar days after the IPO.
#SpaceX #flashing #first
Nearly three months later, ****** eX is set to make history yet again -- albeit the dubious kind.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
When private companies go public, they announce a lockup period that prevents their insiders, consisting of high-ranking executives, board members, and early investors, from selling shares shortly after the IPO and capitalizing on IPO/retail investor buzz. Commonly, insiders are prohibited from selling their shares for the first 180 calendar days after the IPO.
#SpaceX #flashing #first
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
5 days ago
SpaceX must pull off rocket reusability if the company is to reach a stratospheric market valuation in the not-too-distant future.
"A successful investment case in ****** eX at the current $2 trillion enterprise value rests almost entirely on a single admittedly massive engineering bottleneck: Starship reusability (i.e. 20-50 flights per Starship with relatively inexpensive and quick refurbishment/redeployment)," Pivotal Research Group ****** yst Jeffrey Wlodarczak wrote in a note on Tuesday. "If Elon Musk can solve for this fundamental issue it potentially drives down the cost of launches to ****** e to the equivalent of terrestrial freight opening up an unarguably massive opportunity."
Wlodarczak initiated coverage of ****** eX with a Buy rating and $220 price target.
That massive opportunity, Wlodarczak said, includes Starlink taking a material share of the wireless industry and serving as a ****** e monopoly, with others having to pay ****** eX for entry.
"In the end, investors are debating xAI, Colossus, and Starlink take-rates," Wlodarczak added. "Those matter only after Starship works. Our $220 target is a call on reuse 20–50 flights per vehicle, cheap refurb, fast turnaround. If that is solved, the rest of the model can happen. If it is not, SPCX is a different and much smaller company."
#SpaceX
"A successful investment case in ****** eX at the current $2 trillion enterprise value rests almost entirely on a single admittedly massive engineering bottleneck: Starship reusability (i.e. 20-50 flights per Starship with relatively inexpensive and quick refurbishment/redeployment)," Pivotal Research Group ****** yst Jeffrey Wlodarczak wrote in a note on Tuesday. "If Elon Musk can solve for this fundamental issue it potentially drives down the cost of launches to ****** e to the equivalent of terrestrial freight opening up an unarguably massive opportunity."
Wlodarczak initiated coverage of ****** eX with a Buy rating and $220 price target.
That massive opportunity, Wlodarczak said, includes Starlink taking a material share of the wireless industry and serving as a ****** e monopoly, with others having to pay ****** eX for entry.
"In the end, investors are debating xAI, Colossus, and Starlink take-rates," Wlodarczak added. "Those matter only after Starship works. Our $220 target is a call on reuse 20–50 flights per vehicle, cheap refurb, fast turnaround. If that is solved, the rest of the model can happen. If it is not, SPCX is a different and much smaller company."
#SpaceX
6 days ago
Bloomberg reported that Elon Musk said ****** e Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach "significant scale" in 2028, citing a post on X. Musk wrote "SpaceX, in partnership with Nvidia, has designed a ****** e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year," describing the satellite data center as "significantly simpler, lower cost, denser, and lighter than a traditional rack."
The timeline has moved up twice since ****** eX's May IPO prospectus, which targeted "as early as 2028," and Musk's August 4 earnings call comments, which said launches would begin "next year." ****** eX COO Gwynne Shotwell told CNBC ahead of the IPO that the firm has already struck deals with Anthropic and Google to rent out orbital compute capacity.
The timeline is moving earlier, not later, which is unusual for a ****** e infrastructure project. ****** e Exploration Technologies Corp. (NASDAQ:SPCX) pulled its target forward from as early as 2028 in its IPO prospectus to a specific Q4 2027 date within a few months. The acceleration shows ****** eX believes development is progressing faster than previously expected and could bring orbital computing revenue online sooner than investors initially anticipated.
Real customers have already committed before ****** eX launches a single satellite. ****** eX President Gwynne Shotwell told CNBC that the company has struck deals with Anthropic and Google to rent orbital compute capacity. It shows that major AI companies already see potential value in the technology. Those early commitments could reduce demand risk if ****** eX delivers the planned capacity.
Wall Street sees a large long-term opportunity if the technology works as described. JPMorgan ****** yst Doug Anmuth projected ****** eX could pursue roughly 75 gigawatts of orbital compute by the end of 2031 at a significantly cheaper cost than could be done on Earth a scale that would make this a meaningful new revenue stream beyond ****** eX's existing launch and Starlink businesses.
#SpaceX #NASDAQ #already #compute
The timeline has moved up twice since ****** eX's May IPO prospectus, which targeted "as early as 2028," and Musk's August 4 earnings call comments, which said launches would begin "next year." ****** eX COO Gwynne Shotwell told CNBC ahead of the IPO that the firm has already struck deals with Anthropic and Google to rent out orbital compute capacity.
The timeline is moving earlier, not later, which is unusual for a ****** e infrastructure project. ****** e Exploration Technologies Corp. (NASDAQ:SPCX) pulled its target forward from as early as 2028 in its IPO prospectus to a specific Q4 2027 date within a few months. The acceleration shows ****** eX believes development is progressing faster than previously expected and could bring orbital computing revenue online sooner than investors initially anticipated.
Real customers have already committed before ****** eX launches a single satellite. ****** eX President Gwynne Shotwell told CNBC that the company has struck deals with Anthropic and Google to rent orbital compute capacity. It shows that major AI companies already see potential value in the technology. Those early commitments could reduce demand risk if ****** eX delivers the planned capacity.
Wall Street sees a large long-term opportunity if the technology works as described. JPMorgan ****** yst Doug Anmuth projected ****** eX could pursue roughly 75 gigawatts of orbital compute by the end of 2031 at a significantly cheaper cost than could be done on Earth a scale that would make this a meaningful new revenue stream beyond ****** eX's existing launch and Starlink businesses.
#SpaceX #NASDAQ #already #compute
7 days ago
With a market cap of $1.91 trillion, ****** eX is among the most valuable companies in the world.
SpaceX (SPCX) listed on the Nasdaq in June 2026, raising over $75 billion in its initial public offering.
Last month, New York University marketing professor Scott Galloway said Wall Street has gotten the math badly wrong on ****** eX, and he is not shy about putting a number on just how wrong.
In a recent podcast, Galloway said that ****** eX shares are worth somewhere between $10 and $30.
At the time of writing, SPCX stock trades at $148, which means Galloway believes the stock could fall 80% from current levels without undervaluing the company.
#galloway #spcx #Stock #NASDAQ
SpaceX (SPCX) listed on the Nasdaq in June 2026, raising over $75 billion in its initial public offering.
Last month, New York University marketing professor Scott Galloway said Wall Street has gotten the math badly wrong on ****** eX, and he is not shy about putting a number on just how wrong.
In a recent podcast, Galloway said that ****** eX shares are worth somewhere between $10 and $30.
At the time of writing, SPCX stock trades at $148, which means Galloway believes the stock could fall 80% from current levels without undervaluing the company.
#galloway #spcx #Stock #NASDAQ
7 days ago
Space Exploration Technologies (NASDAQ: SPCX), known as ******* eX, is ready to explore the cosmos. At least that's what CEO Elon Musk wants investors to understand.
"The mission is to make life multiplanetary, to extend consciousness beyond Earth and understand the universe," Musk explained in August. "For me, being a ******* efaring civilization is the most interesting thing we could possibly do for the future."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here's the catch: ******* eX won't be establishing a multiplanetary civilization anytime soon. Before it pursues those goals in earnest, it will need to execute on two key growth pillars that will grant ******* eX the funding and mandate to move beyond Earth and its immediate surroundings.
SpaceX's revenue nearly doubled year over year last quarter, surprising ******* ysts. The company, however, still posted a net loss of $541 million. The company's only segment to generate an operating profit was its Starlink satellite network.
#musk #flashing #multiplanetary
"The mission is to make life multiplanetary, to extend consciousness beyond Earth and understand the universe," Musk explained in August. "For me, being a ******* efaring civilization is the most interesting thing we could possibly do for the future."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here's the catch: ******* eX won't be establishing a multiplanetary civilization anytime soon. Before it pursues those goals in earnest, it will need to execute on two key growth pillars that will grant ******* eX the funding and mandate to move beyond Earth and its immediate surroundings.
SpaceX's revenue nearly doubled year over year last quarter, surprising ******* ysts. The company, however, still posted a net loss of $541 million. The company's only segment to generate an operating profit was its Starlink satellite network.
#musk #flashing #multiplanetary
7 days ago
SpaceX (SPCX) has just delivered a fresh shock to Howmet Aerospace (HWM), putting one of the company's most closely watched growth opportunities under the spotlight. Shares of Howmet plunged 7.5% after CEO Elon Musk revealed that ******* eX plans to bring the casting of natural-gas turbine blades and vanes in-house, arguing that the move could accelerate the deployment of new turbines by as much as 18 months.
The announcement is particularly significant because Howmet has built a powerful position in the highly specialized turbine-blade market. The company reportedly holds more than 50% of the global market for industrial gas-turbine blades, while its gas-turbine revenue surged 38% in the latest quarter. The business has benefited from a surge in demand as artificial intelligence (AI) data centers require enormous amounts of electricity and utilities race to expand power-generation capacity.
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#blades #spcx #shares
The announcement is particularly significant because Howmet has built a powerful position in the highly specialized turbine-blade market. The company reportedly holds more than 50% of the global market for industrial gas-turbine blades, while its gas-turbine revenue surged 38% in the latest quarter. The business has benefited from a surge in demand as artificial intelligence (AI) data centers require enormous amounts of electricity and utilities race to expand power-generation capacity.
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#blades #spcx #shares
9 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Former White House AI and crypto czar David Sacks urged artificial intelligence companies to contribute to Trump Accounts, arguing that giving children a financial stake in AI could strengthen public support for the technology.
On Tuesday, in a post on X, Sacks said Trump Accounts could make children "a direct owner in the American economy" and called on AI companies to follow the example set by ******* e Exploration Technologies Corp. President Gwynne Shotwell.
"I hope every AI company will follow the lead of Gwynne_Shotwell SpaceXAI and give American kids a vested interest in their success," Sacks wrote.
Don't Miss:
#follow
Former White House AI and crypto czar David Sacks urged artificial intelligence companies to contribute to Trump Accounts, arguing that giving children a financial stake in AI could strengthen public support for the technology.
On Tuesday, in a post on X, Sacks said Trump Accounts could make children "a direct owner in the American economy" and called on AI companies to follow the example set by ******* e Exploration Technologies Corp. President Gwynne Shotwell.
"I hope every AI company will follow the lead of Gwynne_Shotwell SpaceXAI and give American kids a vested interest in their success," Sacks wrote.
Don't Miss:
#follow
10 days ago
Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Sphere Entertainment Co. (NYSE:SPHR). Sphere Entertainment Co. (NYSE:SPHR) is a US-based live entertainment and media company. On September 1, 2026, Sphere Entertainment Co. (NYSE:SPHR) closed at $133.30 per share, reflecting a market capitalization of $4.79 billion. Sphere Entertainment Co. (NYSE:SPHR) posted a one-month return of -17.02%, while its shares gained 175.53% over the past 52 weeks.
Sands Capital Select Growth Fund stated the following regarding Sphere Entertainment Co. (NYSE:SPHR) in its Q2 2026 investor letter:
"Sphere Entertainment Co. (NYSE:SPHR) and ****** e Exploration Technologies (SpaceX) were added as more idiosyncratic growth opportunities. Sphere is creating a new category of immersive live entertainment, where we believe premium in-person experiences may become more valuable as digital content becomes increasingly abundant. Its Las Vegas venue combines live events, original content, and proprietary technology, creating the potential for high utilization and attractive venue-level economics. Over time, the investment case depends on Sphere's ability to scale beyond Las Vegas through additional venues, licensing, and high-margin content monetization."
Sphere Entertainment Co. (NYSE:SPHR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Sphere Entertainment Co. (NYSE:SPHR) at the end of the second quarter, which was 2 in the previous quarter. While we acknowledge the potential of Sphere Entertainment Co. (NYSE:SPHR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NYSE #s
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Sphere Entertainment Co. (NYSE:SPHR). Sphere Entertainment Co. (NYSE:SPHR) is a US-based live entertainment and media company. On September 1, 2026, Sphere Entertainment Co. (NYSE:SPHR) closed at $133.30 per share, reflecting a market capitalization of $4.79 billion. Sphere Entertainment Co. (NYSE:SPHR) posted a one-month return of -17.02%, while its shares gained 175.53% over the past 52 weeks.
Sands Capital Select Growth Fund stated the following regarding Sphere Entertainment Co. (NYSE:SPHR) in its Q2 2026 investor letter:
"Sphere Entertainment Co. (NYSE:SPHR) and ****** e Exploration Technologies (SpaceX) were added as more idiosyncratic growth opportunities. Sphere is creating a new category of immersive live entertainment, where we believe premium in-person experiences may become more valuable as digital content becomes increasingly abundant. Its Las Vegas venue combines live events, original content, and proprietary technology, creating the potential for high utilization and attractive venue-level economics. Over time, the investment case depends on Sphere's ability to scale beyond Las Vegas through additional venues, licensing, and high-margin content monetization."
Sphere Entertainment Co. (NYSE:SPHR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Sphere Entertainment Co. (NYSE:SPHR) at the end of the second quarter, which was 2 in the previous quarter. While we acknowledge the potential of Sphere Entertainment Co. (NYSE:SPHR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NYSE #s
11 days ago
Nvidia is further cementing its position as a **** an of the AI age by forecasting a 70% revenue increase in the fiscal year ending Jan. 2028. Wall Street **** ysts believe that's staggeringly optimistic.
Mizuho **** yst Daniel O'Regan labeled the Nvidia forecast as "shockingly bullish" in a note to clients, according to Marketwatch. He added that now investors are scrutinizing whether that's due to **** eX enlisting Nvidia's chip products to help it clinch its goal of deploying 10 gigawatts of computing power at the end of next year.
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#year #SpaceX
Mizuho **** yst Daniel O'Regan labeled the Nvidia forecast as "shockingly bullish" in a note to clients, according to Marketwatch. He added that now investors are scrutinizing whether that's due to **** eX enlisting Nvidia's chip products to help it clinch its goal of deploying 10 gigawatts of computing power at the end of next year.
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#year #SpaceX
12 days ago
Shares of Tesla (NASDAQ: TSLA) stepped on the gas Monday morning, gaining as much as 4.9% in early trading. As of 11:22 a.m. ET, the stock was still up 4.5%.
The catalyst that sent the electric vehicle (EV) specialist higher was a weekend missive from CEO Elon Musk.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In a post on X this weekend, Musk replied to a post about plans by **** e Exploration Technologies (NASDAQ: SPCX), aka **** eX, to manufacture its own gas turbine blades to remove one bottleneck in data center construction. He noted that both **** eX and Tesla were "each building 100 gigawatts per year of solar production capacity as fast as possible," but that the process would take several years.
Natural gas would be needed to fill the gap in the interim, but the "limiting factor" on current production is the time-intensive process of casting gas turbine blades. "By doing in-house casting at **** eX, we can accelerate [natural] gas turbines coming online by up to 18 months, which is a profound game-changer."
#NVIDIA #SpaceX #musk #natural
The catalyst that sent the electric vehicle (EV) specialist higher was a weekend missive from CEO Elon Musk.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In a post on X this weekend, Musk replied to a post about plans by **** e Exploration Technologies (NASDAQ: SPCX), aka **** eX, to manufacture its own gas turbine blades to remove one bottleneck in data center construction. He noted that both **** eX and Tesla were "each building 100 gigawatts per year of solar production capacity as fast as possible," but that the process would take several years.
Natural gas would be needed to fill the gap in the interim, but the "limiting factor" on current production is the time-intensive process of casting gas turbine blades. "By doing in-house casting at **** eX, we can accelerate [natural] gas turbines coming online by up to 18 months, which is a profound game-changer."
#NVIDIA #SpaceX #musk #natural
12 days ago
(Bloomberg) -- Dragoneer Investment Group dangled its prized stakes in OpenAI and ***** eX as it sought to raise $2 billion for a new fund with old ***** ets it wants to hang onto for longer.
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#dragoneer #group #SpaceX
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#dragoneer #group #SpaceX
12 days ago
SpaceX (SPCX) shares were in focus on Friday after CEO Elon Musk offered an extraordinarily bullish long-term revenue forecast for the newly public ****** e infrastructure and artificial intelligence (AI) company. The billionaire now believes ****** eX could generate about $3.5 trillion in annual revenue by 2033, seven years earlier than Morgan Stanley's comparable estimate.
SpaceX stock is currently down about 30% versus its year-to-date high.
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#SpaceX #years #spcx
SpaceX stock is currently down about 30% versus its year-to-date high.
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#SpaceX #years #spcx
13 days ago
SpaceX (SPCX) has set a launch date for its plan to run artificial intelligence (AI) data centers in orbit, and I think it deserves more attention. CEO Elon Musk said the company's first AI satellites, powered by Nvidia (NVDA) chips, will start launching in the final quarter of 2027, and he believes that the network will reach real scale in 2028. Each satellite is built to work like a data center in ****** e. Musk described the design as simpler, cheaper, denser, and lighter than a normal server rack on the ground. As I previously covered, ****** eX eventually wants to fly as many as 1 million of these satellites. The satellites are expected to handle heavy AI workloads from orbit, with Nvidia named as the exclusive chip supplier.
SpaceX is not the only company chasing orbital data centers. Startups like Starcloud are working toward the same goal. But ****** eX holds one advantage none of them can copy: It owns the rockets that rivals depend on to reach orbit.
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#satellites
SpaceX is not the only company chasing orbital data centers. Startups like Starcloud are working toward the same goal. But ****** eX holds one advantage none of them can copy: It owns the rockets that rivals depend on to reach orbit.
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#satellites
14 days ago
OpenAI revoked Cursor's API access after **** eX's $60 billion acquisition, citing Musk's pattern of contract violations, though OpenAI served just 5% of traffic.
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
SpaceX's Colossus clusters, targeting 1 million H100 equivalents, now power Cursor's $4 billion revenue base, eliminating dependence on rival AI suppliers.
Analysts set a $219 average price target on **** eX, representing over 50% upside, as AI vertical integration mirrors the playbook that collapsed launch costs.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk's exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences.
#openai #grab #altman
14 days ago
A ******* eX rocket carrying NASA's new Nancy Grace Roman ******* e Telescope blasted off the launch pad at Kennedy ******* e Center on Sunday morning. The new state-of-the-art telescope is more powerful than the Hubble and James Webb telescopes and is expected to revolutionize what we know about the universe.
#SpaceX #nancy #grace #center
#SpaceX #nancy #grace #center
15 days ago
One of the most anticipated IPOs in a long time, ****** e Exploration Technologies (NASDAQ: SPCX), went public in mid-June, shattering records for new issues. ****** eX raised $86 billion in total from its IPO, valuing the company at about $1.77 trillion.
Now that ****** eX is a publicly traded company, institutional investors are required to disclose any stakes in the company on their quarterly 13F filings. Form 13F shows publicly traded U.S. stock positions held by institutional investors with more than $100 million under management at the end of each quarter, and they must be filed within 45 days of the end of each quarter. That means Aug. 14 revealed exactly which big institutional investors held ****** eX shares at the end of the quarter and how much they owned.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The so-called "smart money" is overweight in ****** eX relative to the total market. Should small retail investors join in?
SpaceX stock appeared in 1,932 13F filings last quarter. The total value held by institutional investors was $611 billion. Goldman Sachs ****** ysts found ****** eX was widely held among hedge fund managers, and mutual funds as a group were overweight in the stock. Pension funds and endowments also owned significant stakes in the ****** e stock. And 13F filers with ****** eX in their reports included several early investors that held massive stakes in the company.
#held #total #NVIDIA
Now that ****** eX is a publicly traded company, institutional investors are required to disclose any stakes in the company on their quarterly 13F filings. Form 13F shows publicly traded U.S. stock positions held by institutional investors with more than $100 million under management at the end of each quarter, and they must be filed within 45 days of the end of each quarter. That means Aug. 14 revealed exactly which big institutional investors held ****** eX shares at the end of the quarter and how much they owned.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The so-called "smart money" is overweight in ****** eX relative to the total market. Should small retail investors join in?
SpaceX stock appeared in 1,932 13F filings last quarter. The total value held by institutional investors was $611 billion. Goldman Sachs ****** ysts found ****** eX was widely held among hedge fund managers, and mutual funds as a group were overweight in the stock. Pension funds and endowments also owned significant stakes in the ****** e stock. And 13F filers with ****** eX in their reports included several early investors that held massive stakes in the company.
#held #total #NVIDIA
16 days ago
SpaceX's first orbital data center is now due to launch in the fourth quarter of 2027 — about a year earlier than the company told investors when it went public.
The company had earlier noted plans to start deploying satellites "as early as 2028" in its initial May Prospectus. Then on the company's first earnings call on Aug. 4, Musk said launches would start next year. And on Aug. 24 he put a quarter on it: "SpaceX, in partnership with Nvidia, has designed a ******* e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028," he wrote on X.
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#next
The company had earlier noted plans to start deploying satellites "as early as 2028" in its initial May Prospectus. Then on the company's first earnings call on Aug. 4, Musk said launches would start next year. And on Aug. 24 he put a quarter on it: "SpaceX, in partnership with Nvidia, has designed a ******* e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year, with significant scale in 2028," he wrote on X.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
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#next
16 days ago
On August 14, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) disclosed that its stake in ******* e Exploration Technologies Corp. (NASDAQ:SPCX) was worth about $94 billion as of June 30, 2026, more than 100 times its original $900 million investment from 2015. It is making Alphabet by far ******* eX's largest single institutional shareholder following the company's June initial public offering.
Alphabet Inc. (NASDAQ:GOOGL)'s ******* eX stake is now one of the most lucrative early-stage bets in tech history. A $900 million check from 2015 is worth roughly $94 billion, a gain that dwarfs Alphabet's next-largest disclosed rival holder, Saudi Arabia's Public Investment Fund, whose 154.1 million shares were worth $26.3 billion at the same date. That scale validates Alphabet's willingness to make patient, outsized bets outside its core search business, a track record that could matter the next time Alphabet weighs a similarly bold bet.
Space Exploration Technologies Corp. (NASDAQ:SPCX)'s trading action suggests institutional demand is holding up despite the pullback. The stock got "a fresh jolt of buying" when fears about its first lockup expiry proved unfounded, Interactive Brokers strategist Steve Sosnick told Reuters. It remains one of the most actively traded names among the firm's customers. That kind of resilience right after a lockup, often a moment when early holders dump shares, signals ******* eX's shareholder base isn't rushing for the exits.
SpaceX's ownership base extends well beyond Alphabet, which reduces reliance on any single backer's continued conviction. Reuters' filing review found Fidelity, Saudi Arabia's PIF, Hancock Prospecting, Brookfield, and other major institutions all disclosing sizable stakes. That breadth shows professional investors broadly, not just Alphabet, are underwriting ******* eX's valuation.
Alphabet Inc. (NASDAQ:GOOGL)'s headline number is already stale and shrinking. The stake would be worth about $77.9 billion at ******* eX's August 13 price, Reuters reported, roughly $16 billion below the June 30 figure used in the disclosure, since regulatory filings run on a 45-day lag. Now that ******* eX is public, Alphabet's stake must be marked to market. It means ******* eX's own stock swings could show up as real volatility in Alphabet's reported earnings going forward, a new risk that did not exist while the investment sat private.
#reuters #worth #public
Alphabet Inc. (NASDAQ:GOOGL)'s ******* eX stake is now one of the most lucrative early-stage bets in tech history. A $900 million check from 2015 is worth roughly $94 billion, a gain that dwarfs Alphabet's next-largest disclosed rival holder, Saudi Arabia's Public Investment Fund, whose 154.1 million shares were worth $26.3 billion at the same date. That scale validates Alphabet's willingness to make patient, outsized bets outside its core search business, a track record that could matter the next time Alphabet weighs a similarly bold bet.
Space Exploration Technologies Corp. (NASDAQ:SPCX)'s trading action suggests institutional demand is holding up despite the pullback. The stock got "a fresh jolt of buying" when fears about its first lockup expiry proved unfounded, Interactive Brokers strategist Steve Sosnick told Reuters. It remains one of the most actively traded names among the firm's customers. That kind of resilience right after a lockup, often a moment when early holders dump shares, signals ******* eX's shareholder base isn't rushing for the exits.
SpaceX's ownership base extends well beyond Alphabet, which reduces reliance on any single backer's continued conviction. Reuters' filing review found Fidelity, Saudi Arabia's PIF, Hancock Prospecting, Brookfield, and other major institutions all disclosing sizable stakes. That breadth shows professional investors broadly, not just Alphabet, are underwriting ******* eX's valuation.
Alphabet Inc. (NASDAQ:GOOGL)'s headline number is already stale and shrinking. The stake would be worth about $77.9 billion at ******* eX's August 13 price, Reuters reported, roughly $16 billion below the June 30 figure used in the disclosure, since regulatory filings run on a 45-day lag. Now that ******* eX is public, Alphabet's stake must be marked to market. It means ******* eX's own stock swings could show up as real volatility in Alphabet's reported earnings going forward, a new risk that did not exist while the investment sat private.
#reuters #worth #public
16 days ago
Cerebras Systems (NASDAQ: CBRS) and **** e Exploration Technologies (NASDAQ: SPCX), known as **** eX, are two prominent companies that went public in 2026. Cerebras started trading on May 14, while **** eX followed on June 12.
Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. **** eX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras is much smaller than **** eX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production.
SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion.
#SpaceX #NASDAQ #starlink #known
Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. **** eX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras is much smaller than **** eX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production.
SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion.
#SpaceX #NASDAQ #starlink #known
16 days ago
Atlassian (TEAM) stock inched higher on Aug. 26 after RBC Capital Markets initiated coverage on the enterprise software company with an "Outperform" rating. In his research note, **** yst Matthew Hedberg **** igned a $215 price target on TEAM, indicating potential upside of nearly 30% over the next 12 months.
His bullish call is particularly significant as Atlassian shares have already been in a sharp uptrend, currently up roughly 200% versus their year-to-date low.
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#higher
His bullish call is particularly significant as Atlassian shares have already been in a sharp uptrend, currently up roughly 200% versus their year-to-date low.
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#higher
16 days ago
One of the most closely watched investment themes in recent years has been the accelerating focus on artificial intelligence (AI), and social media giant Meta Platforms (META) is certainly leaning heavily into the trend. The company is reportedly preparing to take its AI ambitions a major step further, with plans to launch a consumer-facing AI agent in the coming weeks and roll out a new AI model as early as October, according to The Information, citing internal documents. The consumer AI agent, internally known as "Hatch," is built on Meta's OpenClaw AI agent and could debut as soon as late August or early September.
Unlike a conventional chatbot, Hatch is designed to interact directly with external websites and services, potentially allowing users to accomplish tasks across platforms such as DoorDash (DASH), Etsy (ETSY), Reddit (RDDT), Yelp (YELP), and Microsoft (MSFT) Outlook. And, Meta is exploring ways to bring third-party AI agents into WhatsApp. The company is reportedly preparing a feature that would allow users to connect with external AI agents, with limited testing potentially beginning as soon as this week. The potential business opportunity is also attracting attention.
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#Stock
Unlike a conventional chatbot, Hatch is designed to interact directly with external websites and services, potentially allowing users to accomplish tasks across platforms such as DoorDash (DASH), Etsy (ETSY), Reddit (RDDT), Yelp (YELP), and Microsoft (MSFT) Outlook. And, Meta is exploring ways to bring third-party AI agents into WhatsApp. The company is reportedly preparing a feature that would allow users to connect with external AI agents, with limited testing potentially beginning as soon as this week. The potential business opportunity is also attracting attention.
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#Stock
16 days ago
Morgan Stanley is forecasting that Cisco (CSCO) could be entering a new period of lasting growth. According to **** yst Meta Marshall, the company appears to be entering a "more durable growth phase," as quoted by Seeking Alpha. The firm also has an "Overweight" rating on the tech giant with a price target of $135. Fueling that call are several key catalysts, including upgrades with networking equipment, demand for artificial intelligence, and cybersecurity.
One of the biggest catalysts for Morgan Stanley's bullishness is that Cisco's customers are still in the early stages of upgrading their networking equipment. As of now, Marshall says that only about 7% of Cisco's Catalyst 4K and 6K (switches that are used by companies to connect computers, phones, servers, and other devices together) have been updated so far. That means there are still plenty of other companies that will need to upgrade.
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#morgan #Growth #catalysts
One of the biggest catalysts for Morgan Stanley's bullishness is that Cisco's customers are still in the early stages of upgrading their networking equipment. As of now, Marshall says that only about 7% of Cisco's Catalyst 4K and 6K (switches that are used by companies to connect computers, phones, servers, and other devices together) have been updated so far. That means there are still plenty of other companies that will need to upgrade.
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#morgan #Growth #catalysts
16 days ago
Netflix (NFLX) is one of the world's leading streaming entertainment companies. Founded in 1997 and headquartered in Los Gatos, California, Netflix has evolved from a DVD-rental service into a global entertainment powerhouse offering original series, films, live sports, and gaming content to members in more than 190 countries.
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
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#Stock #netflix #nflx #california
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
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#Stock #netflix #nflx #california
16 days ago
Navitas Semiconductor Corporation (NVTS) has entered the spotlight with a major acquisition. On Monday, Aug. 24, the power chip innovator signed a definitive agreement to acquire Claros, which develops vertical power delivery (VPD) and integrated voltage regulator (IVR) technology for artificial intelligence (AI) data centers.
The acquisition, which values Claros at $232.8 million, strengthens Navitas' position by adding a missing link between power generation and the processor. The company already leads with next-generation GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) power semiconductors, and Claros would deliver power directly to the chip, completing Navitas' "grid to xPU" portfolio for AI data center infrastructure.
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#navitas #claros
The acquisition, which values Claros at $232.8 million, strengthens Navitas' position by adding a missing link between power generation and the processor. The company already leads with next-generation GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) power semiconductors, and Claros would deliver power directly to the chip, completing Navitas' "grid to xPU" portfolio for AI data center infrastructure.
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#navitas #claros
17 days ago
SK Hynix (SKHY) is back on everyone's mind as the South Korean memory giant announced plans to construct its new manufacturing facility in the Miyagi prefecture of ******* an. The possible investment reportedly runs into trillions of won, according to local ******* anese media, as SK Hynix gears itself up for the future rise in memory demand across the globe.
This timing is fascinating as the artificial intelligence infrastructure is gobbling more and more of high-performance memory and SK Hynix appears to be one of the companies to reap the benefits due to its leading position in high bandwidth memory (HBM).
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#Stock
This timing is fascinating as the artificial intelligence infrastructure is gobbling more and more of high-performance memory and SK Hynix appears to be one of the companies to reap the benefits due to its leading position in high bandwidth memory (HBM).
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#Stock
17 days ago
If there's one tech company that knows how to keep people curious, it is Apple (AAPL). Every time the tech giant pulls another product out of the hat, tech-savvy shoppers and gadget fans wonder what's next, and investors immediately ask what it means for the stock.
This time, the spotlight is back on the tech giant as the company unveiled refreshed Mac mini and Mac Studio models, packing them with its latest M6, M5 Pro, M5 Max, and M5 Ultra chips. Apple is clearly tuning its desktop lineup for the artificial intelligence (AI) era, with faster processing, Neural Accelerators, higher memory bandwidth, and more muscle for AI-heavy and professional workloads.
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#Apple #next #company #aapl
This time, the spotlight is back on the tech giant as the company unveiled refreshed Mac mini and Mac Studio models, packing them with its latest M6, M5 Pro, M5 Max, and M5 Ultra chips. Apple is clearly tuning its desktop lineup for the artificial intelligence (AI) era, with faster processing, Neural Accelerators, higher memory bandwidth, and more muscle for AI-heavy and professional workloads.
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#Apple #next #company #aapl
17 days ago
Broadcom (AVGO) is a premier global technology leader specializing in semiconductors and infrastructure software solutions that power mission-critical systems worldwide. Founded in 1961 and headquartered in Palo Alto, California, Broadcom designs advanced chips for networking connectivity, wireless devices, servers, storage, broadband, and industrial applications, alongside robust software for private cloud, mainframe, cybersecurity, and enterprise needs via VMware.
With more than 33,000 employees, thousands of patents, and more than $11 billion invested in research and development in fiscal 2025 alone, the company enables hyperscale data centers, artificial intelligence (AI) acceleration, and secure enterprise infrastructure.
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#enterprise #avgo
With more than 33,000 employees, thousands of patents, and more than $11 billion invested in research and development in fiscal 2025 alone, the company enables hyperscale data centers, artificial intelligence (AI) acceleration, and secure enterprise infrastructure.
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#enterprise #avgo
17 days ago
International Business Machines (IBM) is a global technology and consulting leader headquartered in Armonk, New York, with roots dating back more than a century. IBM's diversified portfolio spans hybrid cloud computing, artificial intelligence software, enterprise consulting, and next-generation infrastructure, including mainframe systems and quantum computing. IBM has repositioned itself around AI-driven productivity, Red Hat's hybrid cloud platform, and its ambitious quantum computing roadmap targeting a large-scale fault-tolerant quantum computer by 2029. With a client base spanning global enterprises and governments, IBM continues investing heavily in AI, automation, and open-source innovation to drive long-term growth.
IBM stock is currently trading around $230, well below its all-time and 52-week high of $332.46 set in June, though comfortably above its 52-week low of $199.19. Shares tumbled sharply after IBM's second-quarter earnings miss in July, falling more than 7% in a single session to around $206 before staging a partial recovery in the following weeks.
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#Stock #quantum #around #miss
IBM stock is currently trading around $230, well below its all-time and 52-week high of $332.46 set in June, though comfortably above its 52-week low of $199.19. Shares tumbled sharply after IBM's second-quarter earnings miss in July, falling more than 7% in a single session to around $206 before staging a partial recovery in the following weeks.
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#Stock #quantum #around #miss
17 days ago
Micron Technology (MU) shares are inching higher on Wednesday after the memory-chip maker announced two senior leadership appointments aimed at accelerating innovation and growth.
The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer.
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#higher #president #officer
The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer.
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#higher #president #officer
