22 days ago
SpaceX (NASDAQ:SPCX) reached a major milestone in its rocket-launching business recently, when the massive Starship reached orbit for the first time and deployed 26 Starlink satellites.
To be sure, it didn't go perfectly. An engine shut down during the ascent, and splashdown occurred three hours into a mission scheduled for 10. Even so, it's quite a milestone.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
SpaceX stock hasn't reacted much to the news, and still trades for about 30% below its post-IPO peak. But if you invest $1,000 into the ***** e, internet, and AI conglomerate today, what could it be worth by 2030?
#didn 't #starship #even
To be sure, it didn't go perfectly. An engine shut down during the ascent, and splashdown occurred three hours into a mission scheduled for 10. Even so, it's quite a milestone.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
SpaceX stock hasn't reacted much to the news, and still trades for about 30% below its post-IPO peak. But if you invest $1,000 into the ***** e, internet, and AI conglomerate today, what could it be worth by 2030?
#didn 't #starship #even
1 month ago
Musk predicts Starlink (SPCX) could carry a majority of global internet within 10 years, powered by a 100x bandwidth increase from V3 satellites.
Enterprise revenue surged 108%, fueled by airline deals with American Airlines (AAL) and Southwest (LUV) and over $6 billion in Starshield contracts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and ****** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
On the August 4, 2026 earnings call, ****** eX (NASDAQ:SPCX) chief executive Elon Musk predicted Starlink could carry the bulk of global internet traffic within 10 years, driven by a next-generation satellite that multiplies delivered bandwidth dramatically.
This morning, in a post on X, he expanded on just how big that could be:
#starlink #enter #internet
Enterprise revenue surged 108%, fueled by airline deals with American Airlines (AAL) and Southwest (LUV) and over $6 billion in Starshield contracts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and ****** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
On the August 4, 2026 earnings call, ****** eX (NASDAQ:SPCX) chief executive Elon Musk predicted Starlink could carry the bulk of global internet traffic within 10 years, driven by a next-generation satellite that multiplies delivered bandwidth dramatically.
This morning, in a post on X, he expanded on just how big that could be:
#starlink #enter #internet
1 month ago
Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The ***** eX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into ***** e in 2027. ***** eX and Nvidia are working on a ***** e-optimized version of Nvidia's Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because ***** eX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
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#NVIDIA #SpaceX #much #still
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
#NVIDIA #SpaceX #much #still
1 month ago
SPCX trades at $151.89, up 5.86%, as Musk claims next-gen V3 satellites will push Starlink's total bandwidth 100x above today's levels.
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and **** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.
#musk #satellites #still #push
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and **** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.
#musk #satellites #still #push
1 month ago
By Akash Sriram
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft to move satellites and other payloads said on Wednesday, as it looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million round announced in June that valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and works to turn a growing backlog of government and commercial contracts into revenue.
#impulse #space
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft to move satellites and other payloads said on Wednesday, as it looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million round announced in June that valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and works to turn a growing backlog of government and commercial contracts into revenue.
#impulse #space
1 month ago
Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.
In Q2 2026 the ****** e Systems segment brought in $189.5 million. Launch Services brought in $44.6 million, down 30% from the previous quarter despite a similar number of launches. Management attributes that drop to accounting rather than lost work, because revenue from those launches is recognized over time and much of it had already been booked.
So Rocket Lab earns most of its revenue building satellites and their parts. Electron flew its 16th mission of 2026 in September. Launch is a real franchise, and it is not where most of the money comes from.
The stock trades at 52 times sales, against 3.1 for the S&P 500, on revenue of about $0.8 billion over the trailing twelve months. At this valuation, investors are largely pricing in future execution on the Neutron medium-lift rocket and the financial impact of the pending Iridium acquisition, rather than current satellite production alone. Management targets delivery to the pad in Q4 2026, and says the window for a launch before the end of 2026 is narrowing.
And you are paying for Iridium, which Rocket Lab has agreed to buy and expects to close in mid-2027. Iridium, a global satellite communications network, serves more than 2.5 million subscribers and delivered over $870 million of revenue in its past year. That is more than Rocket Lab's whole trailing twelve months. Management calls it a relatively slow-growing business that brings profit rather than a hole in the income statement.
#million #management #revenue
In Q2 2026 the ****** e Systems segment brought in $189.5 million. Launch Services brought in $44.6 million, down 30% from the previous quarter despite a similar number of launches. Management attributes that drop to accounting rather than lost work, because revenue from those launches is recognized over time and much of it had already been booked.
So Rocket Lab earns most of its revenue building satellites and their parts. Electron flew its 16th mission of 2026 in September. Launch is a real franchise, and it is not where most of the money comes from.
The stock trades at 52 times sales, against 3.1 for the S&P 500, on revenue of about $0.8 billion over the trailing twelve months. At this valuation, investors are largely pricing in future execution on the Neutron medium-lift rocket and the financial impact of the pending Iridium acquisition, rather than current satellite production alone. Management targets delivery to the pad in Q4 2026, and says the window for a launch before the end of 2026 is narrowing.
And you are paying for Iridium, which Rocket Lab has agreed to buy and expects to close in mid-2027. Iridium, a global satellite communications network, serves more than 2.5 million subscribers and delivered over $870 million of revenue in its past year. That is more than Rocket Lab's whole trailing twelve months. Management calls it a relatively slow-growing business that brings profit rather than a hole in the income statement.
#million #management #revenue
1 month ago
Once upon a time, the 'space race' meant the grand strategic competition between the USA and the USSR to gain control of the heavens. The superpowers designed and built satellites, manned capsules, orbital **** ecraft and long-endurance **** e stations, and NASA even sent the Apollo landers to put men on the Moon.
Today, the **** e race is heating up again, but in a very different way. Yes, the governments are still involved – NASA's Artemis program is targeting the Moon, the Russians have a Soyuz escape ship docked at the International **** e Station, and other powers such as the EU, China, and India have large-scale **** e programs. But the real difference – and a lot of the innovation – is coming from commercial players working alongside government **** e agencies.
This past summer, Elon Musk's **** eX went public, in Wall Street's largest ever IPO. The company is pioneering reusable large rockets, and has already made history with privately launched and/or publicly funded missions of the Falcon 9 rocket and Crew Dragon capsule.
Promotion
55% Off TipRanks
#once
Today, the **** e race is heating up again, but in a very different way. Yes, the governments are still involved – NASA's Artemis program is targeting the Moon, the Russians have a Soyuz escape ship docked at the International **** e Station, and other powers such as the EU, China, and India have large-scale **** e programs. But the real difference – and a lot of the innovation – is coming from commercial players working alongside government **** e agencies.
This past summer, Elon Musk's **** eX went public, in Wall Street's largest ever IPO. The company is pioneering reusable large rockets, and has already made history with privately launched and/or publicly funded missions of the Falcon 9 rocket and Crew Dragon capsule.
Promotion
55% Off TipRanks
#once
1 month ago
WASHINGTON (AP) — The United States has confirmed for the first time that it has deployed weapons in ******* e, a remarkable revelation after previous warnings about countries such as Russia possibly weaponizing a global frontier long agreed in treaties to be used for only peaceful purposes.
Air Force Secretary Troy Meink said Monday that the U.S. has fielded "on-orbit ******* e control weapons capable of defending the Joint Force against hostile adversary action."
Meink did not detail what the weapons were, how they work or if they were targeting other objects in ******* e or on Earth. The U.S. had warned two years ago that Russia was developing a new ******* e-based, anti-satellite weapon, though the White House said the danger wasn't imminent at the time.
But reports of the anti-satellite weapon reflected longstanding worries about ******* e threats from Russia and China, given that much U.S. infrastructure is dependent on satellite communications. The U.S. has also previously demonstrated its own abilities to shoot down satellites from Earth.
In his remarks to the Air and ******* e Forces ******* ociation's Air, ******* e & Cyber Conference, Meink also said the Air Force was adding more autonomous systems to its capabilities and predicted the service would look "radically different" by 2032. For example, he foresaw one-way attack drones replacing artillery as the "primary killer."
#space #earth
Air Force Secretary Troy Meink said Monday that the U.S. has fielded "on-orbit ******* e control weapons capable of defending the Joint Force against hostile adversary action."
Meink did not detail what the weapons were, how they work or if they were targeting other objects in ******* e or on Earth. The U.S. had warned two years ago that Russia was developing a new ******* e-based, anti-satellite weapon, though the White House said the danger wasn't imminent at the time.
But reports of the anti-satellite weapon reflected longstanding worries about ******* e threats from Russia and China, given that much U.S. infrastructure is dependent on satellite communications. The U.S. has also previously demonstrated its own abilities to shoot down satellites from Earth.
In his remarks to the Air and ******* e Forces ******* ociation's Air, ******* e & Cyber Conference, Meink also said the Air Force was adding more autonomous systems to its capabilities and predicted the service would look "radically different" by 2032. For example, he foresaw one-way attack drones replacing artillery as the "primary killer."
#space #earth
1 month ago
By Akash Sriram
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft to move satellites and other payloads said on Wednesday, as it looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million round announced in June that valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and works to turn a growing backlog of government and commercial contracts into revenue.
#company
Sept 16 (Reuters) - Impulse ***** e has raised $308 million in an extension of the Series D funding round, the startup building ***** ecraft to move satellites and other payloads said on Wednesday, as it looks to serve a backlog from commercial and government customers.
The extension valued the company at $5.6 billion, according to a source close to the company. ***** eX's $86 billion IPO in June has bolstered investor enthusiasm for the ***** e sector, helping improve the fundraising environment for companies such as Impulse.
The extension brings Impulse's Series D financing to $808 million, following a $500 million round announced in June that valued the company at $4.26 billion.
The company also hired Vizio executive Adam Townsend as chief financial officer, as it scales production and works to turn a growing backlog of government and commercial contracts into revenue.
#company
2 months 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
2 months ago
During the lightning round of the September 1 episode of Mad Money, a caller highlighted Velo3D, Inc.'s (NASDAQ:VELO) 52% year-over-year revenue surge, raised guidance, and projected second-half positive EBITDA along with deep ties to ***** eX and defense primes and asked whether it was finally time to buy. Jim Cramer commented:
Okay, they have not had the revenue growth that I thought they should have and that's why I think it's at $11. I think you got to wait for a few more solid quarters because it has not been the right place to be. You can buy about a quarter position because it is a good spec, but I don't want you to get bigger than that until we find out why the revenues aren't growing more.
Velo3D, Inc. (NASDAQ:VELO) stands out because it builds high-end metal 3D printers that make extremely complex parts for rockets, satellites, and defense equipment. When aerospace giants like ***** eX need lightweight engine components that traditional factories simply cannot manufacture, they turn to Velo3D's systems. By figuring out how to print these tricky metal parts without needing the usual support structures, the company has secured a real spot in industries where precision is absolutely necessary and there is zero room for error.
Nevertheless, having great technology does not automatically make a stock a winner. Selling million-dollar hardware takes time, and investors are waiting to see if the company can reliably turn those impressive contracts into steady cash flow. When a hardware stock is this speculative and sales are choppy, it serves as a good reminder that exciting tech needs a few solid quarters of real financial proof before investors can trust the growth story.
Looking at what the professionals are doing, it is easy to see why caution is warranted. According to Insider Monkey's database of over 1,000 elite hedge funds, just 14 held a position in Velo3D, Inc. (NASDAQ:VELO) during the second quarter, a tiny ***** p from 12 in the prior quarter. More importantly, short interest sits at a massive 30.43% of the float. That means a large chunk of the market is actively betting against the stock, which shows deep skepticism around the company's ability to execute on its promises.
#velo3d #NASDAQ #velo #Stock
Okay, they have not had the revenue growth that I thought they should have and that's why I think it's at $11. I think you got to wait for a few more solid quarters because it has not been the right place to be. You can buy about a quarter position because it is a good spec, but I don't want you to get bigger than that until we find out why the revenues aren't growing more.
Velo3D, Inc. (NASDAQ:VELO) stands out because it builds high-end metal 3D printers that make extremely complex parts for rockets, satellites, and defense equipment. When aerospace giants like ***** eX need lightweight engine components that traditional factories simply cannot manufacture, they turn to Velo3D's systems. By figuring out how to print these tricky metal parts without needing the usual support structures, the company has secured a real spot in industries where precision is absolutely necessary and there is zero room for error.
Nevertheless, having great technology does not automatically make a stock a winner. Selling million-dollar hardware takes time, and investors are waiting to see if the company can reliably turn those impressive contracts into steady cash flow. When a hardware stock is this speculative and sales are choppy, it serves as a good reminder that exciting tech needs a few solid quarters of real financial proof before investors can trust the growth story.
Looking at what the professionals are doing, it is easy to see why caution is warranted. According to Insider Monkey's database of over 1,000 elite hedge funds, just 14 held a position in Velo3D, Inc. (NASDAQ:VELO) during the second quarter, a tiny ***** p from 12 in the prior quarter. More importantly, short interest sits at a massive 30.43% of the float. That means a large chunk of the market is actively betting against the stock, which shows deep skepticism around the company's ability to execute on its promises.
#velo3d #NASDAQ #velo #Stock
2 months 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.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.
#satellites
2 months 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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#next
2 months ago
Last month, MP Materials (NYSE: MP) signed an agreement to supply gadolinium oxide (a key rare-earth material found in nuclear reactor shielding on submarines and infrared sensors and electronics) to an unnamed U.S. aerospace and defense manufacturer. Management expects the contract to be worth nine figures over multiple years, with MP developing the additional separation capacity at its Mountain Pass facility in California.
Now, the company hasn't disclosed the customer or the specific size of the contract, but management described the deal as significant. And while I'm not typically keen on ambiguity, the announcement of this deal does provide some interesting intel about demand.
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 »
You see, American aerospace and defense companies rely heavily on rare-earth materials for everything from aircraft and missiles to radar systems, satellites, and drones. The problem is that China controls much of the world's rare-earth processing and manufacturing capacity. That's a vulnerability the U.S. government has been trying to eliminate.
MP Materials already operates a mine and processing facility in Mountain Pass, California, and it's expanding further in Texas, where it currently produces rare-earth metals and magnets in Fort Worth. The company is actually building a much larger magnet manufacturing campus in nearby Northlake.
#earth #california #management
Now, the company hasn't disclosed the customer or the specific size of the contract, but management described the deal as significant. And while I'm not typically keen on ambiguity, the announcement of this deal does provide some interesting intel about demand.
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 »
You see, American aerospace and defense companies rely heavily on rare-earth materials for everything from aircraft and missiles to radar systems, satellites, and drones. The problem is that China controls much of the world's rare-earth processing and manufacturing capacity. That's a vulnerability the U.S. government has been trying to eliminate.
MP Materials already operates a mine and processing facility in Mountain Pass, California, and it's expanding further in Texas, where it currently produces rare-earth metals and magnets in Fort Worth. The company is actually building a much larger magnet manufacturing campus in nearby Northlake.
#earth #california #management
2 months ago
On August 20, Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times what it brought in a year earlier, and closed the quarter with a record $1.8 billion in backlog. The company reaffirmed its full-year guidance of $900 million to $1 billion in revenue and said it still expects positive adjusted EBITDA for 2026. Behind those headline numbers sits a business spending heavily to chase a market it says has grown far beyond the moon.
The quarter's standout number was bookings. Intuitive Machines logged $1.7 billion in bookings so far this year, including $1.2 billion in the second quarter alone, the highest quarterly total in company history. Management said that volume reflects a shift away from depending on any single customer or mission type. The $1.8 billion backlog now splits roughly 37% civil, 49% commercial and 14% national security, and Q2 bookings skewed even further toward commercial and national security work, at 50% and 30% respectively.
That diversification showed up across every part of the business. NASA selected Intuitive Machines for the CS-8 lunar delivery mission, its sixth award under the CLPS contract, extending its delivery cadence into 2030. On the national security side, the company finished delivering all 16 satellites for the SDA's Tranche 1 tracking layer, added an 18-satellite Tranche 3 award, and picked up another 18 satellites tied to the Golden Dome missile defense architecture. It now has more than 70 IM-300 series ****** ecraft under contract. Commercially, it landed three geostationary communication satellites worth over $600 million and deployed SiriusXM-11 during the quarter. Gross profit swung to $36 million from negative $12 million a year earlier, evidence that the growing satellite manufacturing business is starting to convert into real profit.
That expansion is not free. Operating loss widened to $47 million, driven by higher SG&A, amortization, and a $14.7 million cost adjustment tied to the IM-4 lunar lander program. SG&A itself hit $60 million for the quarter, including $11 million in stock-based compensation and $8 million in acquisition and integration costs from recent deals. Operating cash used came to $60 million, and total cash deployed for the quarter reached $84 million once inventory buildup, acquisition costs, and a $17 million milestone payment to ****** eX are included.
The company is also leaning on equity markets to fund the buildout. It raised $235 million in net proceeds this quarter through its at-the-market stock program, bringing total gross proceeds raised to date to $291 million at an average price of $26.81 a share. Capital expenditures of $24 million went largely toward its NSNS satellite constellation and ground network, and management said CapEx will stay elevated in coming quarters as it builds out five satellites at once.
#million #quarter #bookings
The quarter's standout number was bookings. Intuitive Machines logged $1.7 billion in bookings so far this year, including $1.2 billion in the second quarter alone, the highest quarterly total in company history. Management said that volume reflects a shift away from depending on any single customer or mission type. The $1.8 billion backlog now splits roughly 37% civil, 49% commercial and 14% national security, and Q2 bookings skewed even further toward commercial and national security work, at 50% and 30% respectively.
That diversification showed up across every part of the business. NASA selected Intuitive Machines for the CS-8 lunar delivery mission, its sixth award under the CLPS contract, extending its delivery cadence into 2030. On the national security side, the company finished delivering all 16 satellites for the SDA's Tranche 1 tracking layer, added an 18-satellite Tranche 3 award, and picked up another 18 satellites tied to the Golden Dome missile defense architecture. It now has more than 70 IM-300 series ****** ecraft under contract. Commercially, it landed three geostationary communication satellites worth over $600 million and deployed SiriusXM-11 during the quarter. Gross profit swung to $36 million from negative $12 million a year earlier, evidence that the growing satellite manufacturing business is starting to convert into real profit.
That expansion is not free. Operating loss widened to $47 million, driven by higher SG&A, amortization, and a $14.7 million cost adjustment tied to the IM-4 lunar lander program. SG&A itself hit $60 million for the quarter, including $11 million in stock-based compensation and $8 million in acquisition and integration costs from recent deals. Operating cash used came to $60 million, and total cash deployed for the quarter reached $84 million once inventory buildup, acquisition costs, and a $17 million milestone payment to ****** eX are included.
The company is also leaning on equity markets to fund the buildout. It raised $235 million in net proceeds this quarter through its at-the-market stock program, bringing total gross proceeds raised to date to $291 million at an average price of $26.81 a share. Capital expenditures of $24 million went largely toward its NSNS satellite constellation and ground network, and management said CapEx will stay elevated in coming quarters as it builds out five satellites at once.
#million #quarter #bookings
2 months ago
Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund increased by 11.5% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a net rate of 17.9%. By the end of June 2026, the fund's overall non-delta-adjusted gross and net exposures were 115.0% and 86.9%, respectively. In Q2, the S&P 500 rebounded 14.9%, its best since 2020, as market uncertainty eased. The oil market showed a transition, with Brent crude prices fluctuating. AI and semiconductors thrived, with 25% earnings growth. The quarter underscored a key principle: risk is priced continuously but resolved discontinuously. Small-cap benchmarks hit new highs, though the Magnificent 7 saw modest gains. In Q2, market activity focused on adjustments rather than facts, capitalizing on high option premiums. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Crossroads Capital highlighted AST ***** eMobile, Inc. (NASDAQ:ASTS). AST ***** eMobile, Inc. (NASDAQ:ASTS) is a US-based satellite communication company developing a ***** e-based cellular broadband network designed to connect directly to smartphones through its BlueBird satellites. On August 19, 2026, AST ***** eMobile, Inc. (NASDAQ:ASTS) closed at $66.43 per share, reflecting a market capitalization of $25.85 billion. AST ***** eMobile, Inc. (NASDAQ:ASTS) posted a one‑month return of 12.25%, while its shares gained 47.69% over the past 52 weeks.
Crossroads Capital stated the following regarding AST ***** eMobile, Inc. (NASDAQ:ASTS) in its Q2 2026 investor letter:
"AST ***** eMobile, Inc. (NASDAQ:ASTS): Q2 picked up exactly where Q1 left off. As we've stated before, the transition we laid out last quarter—from R&D stage startup to operational scaleup—went from "underway" to "unmistakable" over the last three months. It charged us a toll along the way, however: The BB7 satellite launched on April 19 but was then lost when Blue Origin's New Glenn rocket failed during deployment. The failure was cleanly attributable to Blue Origin, not to AST; it amounted to a ~$125 million write-off (partially covered by launch insurance, and claims have been filed). AST's response on the May call was the right one, citing its 33 satellites (now 42, as of this writing) in advanced stages of production. So, yes, BB7 was a loss, but it's moving on to the next launch.
First-quarter results in May landed with modest revenue from gateways and government milestones, guidance reaffirmed, and. roughly $3.5B of cash. More important, the FCC granted commercial authorization for ***** eMobile service in the United States, covering a network of up to 248 satellites. So the regulatory question for the home market is now answered. Block 1 satellites also set a 98.9 Mbps peak-speed record to unmodified smartphones, with Block 2 expected to nearly double it..."
In its Q2 2026 investor letter, Crossroads Capital highlighted AST ***** eMobile, Inc. (NASDAQ:ASTS). AST ***** eMobile, Inc. (NASDAQ:ASTS) is a US-based satellite communication company developing a ***** e-based cellular broadband network designed to connect directly to smartphones through its BlueBird satellites. On August 19, 2026, AST ***** eMobile, Inc. (NASDAQ:ASTS) closed at $66.43 per share, reflecting a market capitalization of $25.85 billion. AST ***** eMobile, Inc. (NASDAQ:ASTS) posted a one‑month return of 12.25%, while its shares gained 47.69% over the past 52 weeks.
Crossroads Capital stated the following regarding AST ***** eMobile, Inc. (NASDAQ:ASTS) in its Q2 2026 investor letter:
"AST ***** eMobile, Inc. (NASDAQ:ASTS): Q2 picked up exactly where Q1 left off. As we've stated before, the transition we laid out last quarter—from R&D stage startup to operational scaleup—went from "underway" to "unmistakable" over the last three months. It charged us a toll along the way, however: The BB7 satellite launched on April 19 but was then lost when Blue Origin's New Glenn rocket failed during deployment. The failure was cleanly attributable to Blue Origin, not to AST; it amounted to a ~$125 million write-off (partially covered by launch insurance, and claims have been filed). AST's response on the May call was the right one, citing its 33 satellites (now 42, as of this writing) in advanced stages of production. So, yes, BB7 was a loss, but it's moving on to the next launch.
First-quarter results in May landed with modest revenue from gateways and government milestones, guidance reaffirmed, and. roughly $3.5B of cash. More important, the FCC granted commercial authorization for ***** eMobile service in the United States, covering a network of up to 248 satellites. So the regulatory question for the home market is now answered. Block 1 satellites also set a 98.9 Mbps peak-speed record to unmodified smartphones, with Block 2 expected to nearly double it..."
2 months ago
For a while now, the biggest debate around Rocket Lab (RKLB) has been about when its new Neutron rocket will finally fly. The bull case, though, was that the company was much broader than that. They argued that Rocket Lab had quietly become a full-stack company, one that earns across launch, satellites, and defense. In their opinion, this made Rocket Lab meaningfully different from a startup betting everything on a single rocket. This quarter backed that view up.
Revenue hit a record, climbing 62% from a year ago, and the backlog also increased to an all-time high of $2.36 billion. But what's interesting is that Neutron wasn't behind this performance, since it hasn't even launched yet. The growth came from the ******* e Systems business and new defense and government contracts.
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#revenue
Revenue hit a record, climbing 62% from a year ago, and the backlog also increased to an all-time high of $2.36 billion. But what's interesting is that Neutron wasn't behind this performance, since it hasn't even launched yet. The growth came from the ******* e Systems business and new defense and government contracts.
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#revenue
2 months ago
T-Mobile US Inc. (NASDAQ:TMUS)'s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm's narrative depends on its subscriber growth, and more recently, on its ability to compete with ******* eX. The rocket firm, which now also markets itself as an AI firm, also operates the largest satellite internet constellation in the world. ******* eX also aims to offer its cellular service based on its satellites. On August 6th, Cramer discussed T-Mobile US Inc. (NASDAQ:TMUS)'s latest earnings results:
"Some of these are, actually fear of, what's going to happen. I mean, look, T-Mobile was not perfect, it's a good example. T-Mobile was not perfect, it was deceleration of what I'm used to. And then it's a one-two punch, because it's that and then it's ******* eX."
After T-Mobile US Inc. (NASDAQ:TMUS) reported its second quarter earnings in the morning on July 23rd, the shares closed a whopping 11% lower on the same day. The results saw the firm's profit per share beat ******* yst estimates. However, a key factor in its narrative, i.e. postpaid subscribers, missed estimates. As part of the earnings, T-Mobile US Inc. (NASDAQ:TMUS) outlined that it expected to add 250,000 postpaid accounts in the third quarter whcih was quite low over ******* yst estimates of 275,000.
Additionally, during the quarter, T-Mobile US Inc. (NASDAQ:TMUS)'s management also announced that more than 60% of its new additions chose its premium plans. These plans can prove to be more profitable in the future but at the cost of higher customer churn. However, during the call, management also warned that the new plans can increase its churn rate. While T-Mobile US Inc. (NASDAQ:TMUS) outlined that its postpaid churn was 0.85% in the second quarter, the 250,000 subscriber addition guide was based on the costs of the shift to the premium plans.
The focus on the premium and positive metrics, such as a low churn appear to be reflected in T-Mobile US Inc. (NASDAQ:TMUS)'s valuation as well. The firm's shares trade at a forward P/E ratio of 16.45, which is higher than Verizon's P/E of 9.38. 85 out of the 1,022 hedge funds part of Insider Monkey's Q1 2026 database had held T-Mobile US Inc. (NASDAQ:TMUS)'s shares. Furthermore, the short interest appeared to have cleared out a bit after the post-earnings share price movement. As of July-end, it was 3.79% of the float, which was lower than mid-July's 4.70%.
#NASDAQ #shares #churn #estimates
"Some of these are, actually fear of, what's going to happen. I mean, look, T-Mobile was not perfect, it's a good example. T-Mobile was not perfect, it was deceleration of what I'm used to. And then it's a one-two punch, because it's that and then it's ******* eX."
After T-Mobile US Inc. (NASDAQ:TMUS) reported its second quarter earnings in the morning on July 23rd, the shares closed a whopping 11% lower on the same day. The results saw the firm's profit per share beat ******* yst estimates. However, a key factor in its narrative, i.e. postpaid subscribers, missed estimates. As part of the earnings, T-Mobile US Inc. (NASDAQ:TMUS) outlined that it expected to add 250,000 postpaid accounts in the third quarter whcih was quite low over ******* yst estimates of 275,000.
Additionally, during the quarter, T-Mobile US Inc. (NASDAQ:TMUS)'s management also announced that more than 60% of its new additions chose its premium plans. These plans can prove to be more profitable in the future but at the cost of higher customer churn. However, during the call, management also warned that the new plans can increase its churn rate. While T-Mobile US Inc. (NASDAQ:TMUS) outlined that its postpaid churn was 0.85% in the second quarter, the 250,000 subscriber addition guide was based on the costs of the shift to the premium plans.
The focus on the premium and positive metrics, such as a low churn appear to be reflected in T-Mobile US Inc. (NASDAQ:TMUS)'s valuation as well. The firm's shares trade at a forward P/E ratio of 16.45, which is higher than Verizon's P/E of 9.38. 85 out of the 1,022 hedge funds part of Insider Monkey's Q1 2026 database had held T-Mobile US Inc. (NASDAQ:TMUS)'s shares. Furthermore, the short interest appeared to have cleared out a bit after the post-earnings share price movement. As of July-end, it was 3.79% of the float, which was lower than mid-July's 4.70%.
#NASDAQ #shares #churn #estimates
3 months ago
Nvidia (NVDA) just extended its grip on artificial intelligence (AI) computing with plans to go where no chipmaker has gone before: orbit. On Aug. 4, **** eX (SPCX) and Nvidia announced they are partnering to design the compute payload for the Starmind AI1 satellite, which will run heavy AI workloads from **** e using Nvidia's newest hardware. The plan is not a one-off. **** eX has outlined a long-term vision that could eventually scale to as many 1 million AI satellites. Together, these satellites would work as one giant data center circling the Earth.
Even more than the spectacle, what stands out for Nvidia is the commitment behind this partnership. **** eX CEO Elon Musk said bluntly that the company has agreed to exclusively use Nvidia GPUs because "the Vera Rubin architecture is the best architecture." That is about as strong an endorsement as it gets, especially because it comes from the one customer with every reason to build his own chips or look for alternatives.
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#nvda
Even more than the spectacle, what stands out for Nvidia is the commitment behind this partnership. **** eX CEO Elon Musk said bluntly that the company has agreed to exclusively use Nvidia GPUs because "the Vera Rubin architecture is the best architecture." That is about as strong an endorsement as it gets, especially because it comes from the one customer with every reason to build his own chips or look for alternatives.
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#nvda
3 months ago
KYIV, Aug 10 (Reuters) - Russia is rolling out its own version of the Starlink satellite internet system faster than expected and plans to have nearly 300 satellites in orbit by 2027, according to a Ukrainian intelligence official.
SpaceX's Starlink network, which operates in Ukraine but not Russia, has given Kyiv a major advantage in drone operations and battlefield communications.
Russian forces had been using grey-market Starlink terminals in Ukraine until Kyiv successfully lobbied ***** eX to disable them earlier this year, one of several factors that shifted battlefield momentum in Ukraine's favour.
In an interview with Ukrainian media outlet RBC-Ukraine, Major General Vadym Skibitskyi said Russia currently has 16 satellites in its Rassvet system.
"They have already begun launching it much faster than originally planned," said Skibitskyi, who is the deputy head of Ukraine's GUR military intelligence service.
#starlink #ukraine #ukrainian #major
SpaceX's Starlink network, which operates in Ukraine but not Russia, has given Kyiv a major advantage in drone operations and battlefield communications.
Russian forces had been using grey-market Starlink terminals in Ukraine until Kyiv successfully lobbied ***** eX to disable them earlier this year, one of several factors that shifted battlefield momentum in Ukraine's favour.
In an interview with Ukrainian media outlet RBC-Ukraine, Major General Vadym Skibitskyi said Russia currently has 16 satellites in its Rassvet system.
"They have already begun launching it much faster than originally planned," said Skibitskyi, who is the deputy head of Ukraine's GUR military intelligence service.
#starlink #ukraine #ukrainian #major
3 months ago
Commercial **** e and defense equities continue to draw investor attention, but CNBC's Mad Money host Jim Cramer took a cautious stance on higher-risk plays in the sector on August 5. When asked about Rocket Lab Corporation (NASDAQ:RKLB), Cramer dismissed the stock as speculative while steering investors toward Voyager Technologies, Inc. (NYSE:VOYG):
Pure spec, that's the problem. It's a pure spec. I like that Voyager. We had that fella on last night, Voyager… I like the Voyager.
Cramer's preference for Voyager Technologies, Inc. (NYSE:VOYG) follows its second-quarter earnings report, which he reviewed during the August 4 episode after interviewing management. Cramer highlighted the expanding government defense contracts, sequential revenue acceleration, and a growing backlog and said:
When you look at this phenomenal run in Voyager Technologies, the **** e and defense company that makes key components for satellites, missiles, and **** ecraft, it's been racking up government contracts left and right. Last night, Voyager reported a very strong quarter with revenue up 51% just versus the previous 3 months, a narrower-than-expected loss, and the backlog jumping 22% sequentially. That's versus last quarter, not last year. Management said that demand is building faster than they can convert it into revenue. High-quality problem. They also raised their full-year revenue forecast pretty substantially. Some of that's thanks to the recent acquisition of Astrobotic. That's a **** e robotics play... The stock jumped 14% yesterday even before the quarter and then rallied another 19.6% today in response to these results, although it's still down roughly 55% from its post-IPO highs last summer. So maybe you haven't missed as much as you might think.
It is worth noting that data tracked by Insider Monkey shows shifting hedge fund sentiment between the two **** e companies entering 2026. Elite hedge fund holders in Rocket Lab Corporation (NASDAQ:RKLB) declined from 45 in the fourth quarter of 2025 to 43 in the first quarter of 2026. On the other hand, hedge fund ownership in Voyager Technologies, Inc. (NYSE:VOYG) expanded during the same period, rising from 35 holders in Q4 2025 to 37 in Q1 2026.
#technologies #revenue
Pure spec, that's the problem. It's a pure spec. I like that Voyager. We had that fella on last night, Voyager… I like the Voyager.
Cramer's preference for Voyager Technologies, Inc. (NYSE:VOYG) follows its second-quarter earnings report, which he reviewed during the August 4 episode after interviewing management. Cramer highlighted the expanding government defense contracts, sequential revenue acceleration, and a growing backlog and said:
When you look at this phenomenal run in Voyager Technologies, the **** e and defense company that makes key components for satellites, missiles, and **** ecraft, it's been racking up government contracts left and right. Last night, Voyager reported a very strong quarter with revenue up 51% just versus the previous 3 months, a narrower-than-expected loss, and the backlog jumping 22% sequentially. That's versus last quarter, not last year. Management said that demand is building faster than they can convert it into revenue. High-quality problem. They also raised their full-year revenue forecast pretty substantially. Some of that's thanks to the recent acquisition of Astrobotic. That's a **** e robotics play... The stock jumped 14% yesterday even before the quarter and then rallied another 19.6% today in response to these results, although it's still down roughly 55% from its post-IPO highs last summer. So maybe you haven't missed as much as you might think.
It is worth noting that data tracked by Insider Monkey shows shifting hedge fund sentiment between the two **** e companies entering 2026. Elite hedge fund holders in Rocket Lab Corporation (NASDAQ:RKLB) declined from 45 in the fourth quarter of 2025 to 43 in the first quarter of 2026. On the other hand, hedge fund ownership in Voyager Technologies, Inc. (NYSE:VOYG) expanded during the same period, rising from 35 holders in Q4 2025 to 37 in Q1 2026.
#technologies #revenue
3 months ago
Arlington, Virginia-based The Boeing Company (BA) designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human **** e flight and launch systems, and services worldwide. The company has a market cap of $184.5 billion and operates through three segments: Commercial Airplanes; Defense, **** e & Security; and Global Services.
BA stock has lagged behind the broader market over the past year, surging 6.4% compared to the S&P 500 Index's ($SPX) 21.8% surge. Moreover, in 2026, the stock has grown by nearly 8.9%, underperforming the SPX's 11% rise.
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#commercial #boeing
BA stock has lagged behind the broader market over the past year, surging 6.4% compared to the S&P 500 Index's ($SPX) 21.8% surge. Moreover, in 2026, the stock has grown by nearly 8.9%, underperforming the SPX's 11% rise.
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#commercial #boeing
3 months ago
After spending nearly $16 billion on artificial intelligence infrastructure in the second quarter, Elon Musk used ****** eX's first earnings call as a public company on Tuesday to explain why he believes ****** eX is uniquely positioned to dominate the AI compute race: rocket scientists.
Defending the company's aggressive investment in AI, Musk argued that the engineering expertise required to design reusable rockets and satellites translates directly to building AI data centers, comparing the company's advantage in the market to "the New York Yankees going in and playing a Little League team."
Data centers are a "trivial problem" compared to what ****** eX's rocket engineers work on every day, Musk said.
"We're taking a small amount of the expertise that we use for rockets and satellites, and applying that to scaling terrestrial data centers," he said, arguing that even a fraction of ****** eX's aerospace engineering experience produces "an amazing outcome" when applied to AI infrastructure.
Musk made the boast without naming any of his "little league" rivals. ****** eX is a relative newcomer to the data center business, an industry long dominated by the giant cloud services providers such as Amazon, Microsoft, and Alphabet-owned Google. All three of those business reported record growth in their cloud divisions for their most recent earnings reports. A growing crop of "neocloud" startups are also racing to build the data centers and computing capacity needed to power artificial intelligence.
#SpaceX #artificial #infrastructure
Defending the company's aggressive investment in AI, Musk argued that the engineering expertise required to design reusable rockets and satellites translates directly to building AI data centers, comparing the company's advantage in the market to "the New York Yankees going in and playing a Little League team."
Data centers are a "trivial problem" compared to what ****** eX's rocket engineers work on every day, Musk said.
"We're taking a small amount of the expertise that we use for rockets and satellites, and applying that to scaling terrestrial data centers," he said, arguing that even a fraction of ****** eX's aerospace engineering experience produces "an amazing outcome" when applied to AI infrastructure.
Musk made the boast without naming any of his "little league" rivals. ****** eX is a relative newcomer to the data center business, an industry long dominated by the giant cloud services providers such as Amazon, Microsoft, and Alphabet-owned Google. All three of those business reported record growth in their cloud divisions for their most recent earnings reports. A growing crop of "neocloud" startups are also racing to build the data centers and computing capacity needed to power artificial intelligence.
#SpaceX #artificial #infrastructure
3 months ago
For some celebrities, fame and fortune weren't enough to keep them in Hollywood forever. These former stars stepped away from the spotlight to pursue unexpected careers, from business ventures to ordinary nine-to-five jobs. Here are 13 celebrities who traded red carpets for surprising new paths.
Will / MEGA
Bridgit Mendler, best known for lighting up Disney Channel, stepped away from acting to pursue academia and entrepreneurship. Mendler's surprising pivot led her to MIT and Harvard, where she earned her master's degree and Ph.D. candidate at the MIT Media Lab before receiving her JD at Harvard Law School, and now she's trailblazing as CEO of a satellite ground-station company she took the helm of, a startup focused on building ground stations that connect to satellites in ***** e, as reported by KTLA, setting a high bar for reinvention.
MEGA
Once celebrated for his dramatic roles on screen, Armie Hammer's Hollywood journey was paused due to personal controversies, a stretch that included a stint selling timeshares in the Cayman Islands. After taking time away and navigating public scrutiny, Hammer says his acting opportunities have picked up again after roughly three years away from the industry, having returned last year in the Western feature Frontier Crucible, according to Variety, signaling a reinvention beyond acting.
#away #acting #hollywood #ground
Will / MEGA
Bridgit Mendler, best known for lighting up Disney Channel, stepped away from acting to pursue academia and entrepreneurship. Mendler's surprising pivot led her to MIT and Harvard, where she earned her master's degree and Ph.D. candidate at the MIT Media Lab before receiving her JD at Harvard Law School, and now she's trailblazing as CEO of a satellite ground-station company she took the helm of, a startup focused on building ground stations that connect to satellites in ***** e, as reported by KTLA, setting a high bar for reinvention.
MEGA
Once celebrated for his dramatic roles on screen, Armie Hammer's Hollywood journey was paused due to personal controversies, a stretch that included a stint selling timeshares in the Cayman Islands. After taking time away and navigating public scrutiny, Hammer says his acting opportunities have picked up again after roughly three years away from the industry, having returned last year in the Western feature Frontier Crucible, according to Variety, signaling a reinvention beyond acting.
#away #acting #hollywood #ground
3 months ago
SpaceX (SPCX) stock recovered after hitting an all-time low on Monday, days after a successful test of its Starship rocket. The surprising drop indicates persistent investor caution toward the newly public company, despite it hitting an important launch milestone.
SpaceX stock was down 4% in early trade but recovered by midday, closing up 2.6%. The stock hit an all-time low of $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the $150 market debut last month and are down an astounding 50% from their all-time high of $225.64.
Concern seems to be growing ahead of ***** eX's big second quarter earnings report, set for Aug. 4, with a big share unlock happening on Aug. 6. Per ***** eX's lockup period plan, as many as 20% of shares are eligible to be sold.
Read more: ***** eX stock is falling. What investors should do next.
The rising angst among ***** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since ***** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in ***** e, and made what ***** eX called its softest ocean splashdown yet.
#recovered
SpaceX stock was down 4% in early trade but recovered by midday, closing up 2.6%. The stock hit an all-time low of $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the $150 market debut last month and are down an astounding 50% from their all-time high of $225.64.
Concern seems to be growing ahead of ***** eX's big second quarter earnings report, set for Aug. 4, with a big share unlock happening on Aug. 6. Per ***** eX's lockup period plan, as many as 20% of shares are eligible to be sold.
Read more: ***** eX stock is falling. What investors should do next.
The rising angst among ***** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since ***** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in ***** e, and made what ***** eX called its softest ocean splashdown yet.
#recovered
3 months ago
SpaceX (SPCX) stock came back under pressure on Wednesday, reversing yesterday's bounce, as a broader market and tech sell-off adds to investor caution ahead of ****** eX's first earnings report.
Shares were down nearly 3%, giving back Tuesday's rebound. ****** eX has now shed nearly 30% from its $150 market debut last month and is down roughly 50% from its all-time high of $225.64.
The broader market was also under pressure, with the S&P 500 down 0.8% and the Nasdaq shedding 1%, as chipmakers weighed on the index.
Concern has been building ahead of ****** eX's second quarter earnings report set for August 4th, with a share unlock on August 6th too that frees as much as 20% of shares under the company's lockup plan.
The renewed selling comes days after Starship launched Friday evening from Starbase, Texas, on its 13th test flight — the first since ****** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in ****** e, and made what ****** eX called its softest ocean splashdown yet.
#SpaceX #shares #ahead
Shares were down nearly 3%, giving back Tuesday's rebound. ****** eX has now shed nearly 30% from its $150 market debut last month and is down roughly 50% from its all-time high of $225.64.
The broader market was also under pressure, with the S&P 500 down 0.8% and the Nasdaq shedding 1%, as chipmakers weighed on the index.
Concern has been building ahead of ****** eX's second quarter earnings report set for August 4th, with a share unlock on August 6th too that frees as much as 20% of shares under the company's lockup plan.
The renewed selling comes days after Starship launched Friday evening from Starbase, Texas, on its 13th test flight — the first since ****** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in ****** e, and made what ****** eX called its softest ocean splashdown yet.
#SpaceX #shares #ahead
3 months ago
SpaceX (SPCX) is poised to sink further after the stock hit a new all-time low Monday, days after a successful test of its Starship rocket. The surprising drop indicates that investor caution toward the newly public company persists, despite hitting an important launch milestone.
SpaceX shares are down nearly 4% in pre-market trade, this after dropping to $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the stock's $150 market debut last month, and are down an astounding 50% from its all-time high of $225.64.
Concern seems to be growing ahead of **** eX's big second quarter earnings report set for August 4th, with a big share unlock happening on August 6th. Per **** eX's lock-up period plan, as many as 20% of shares are eligible to be sold.
The rising angst among **** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since **** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in **** e, and made what **** eX called its softest ocean splashdown yet.
"I'm a little over the moon right now," **** eX spokesperson Dan Huot said on the company's livestream. "Lucky number 13."
#Monday #time #nearly
SpaceX shares are down nearly 4% in pre-market trade, this after dropping to $109.53 on Monday, before closing down 1.4% at $113.50. Shares have shed nearly 30% from the stock's $150 market debut last month, and are down an astounding 50% from its all-time high of $225.64.
Concern seems to be growing ahead of **** eX's big second quarter earnings report set for August 4th, with a big share unlock happening on August 6th. Per **** eX's lock-up period plan, as many as 20% of shares are eligible to be sold.
The rising angst among **** eX investors comes after Starship launched Friday evening from Starbase, Texas, on its 13th test flight, the first since **** eX's June IPO. Starship deployed all 20 of its next-generation Starlink V3 satellites, relit an engine in **** e, and made what **** eX called its softest ocean splashdown yet.
"I'm a little over the moon right now," **** eX spokesperson Dan Huot said on the company's livestream. "Lucky number 13."
#Monday #time #nearly
3 months ago
Space Exploration Technologies (NASDAQ: SPCX) had to abort its 13th Starship test flight after some of its engines failed to ignite. Starship is ****** eX's fully reusable super-heavy-lift vehicle, and once it's ready to operate commercially, it could significantly reduce the cost of putting payloads into ****** e, such as Starlink satellites or orbital data center satellites. Getting it off the ground (pun intended) will be key to the company achieving revenue growth and earnings that meet the market's high expectations.
SpaceX will have another go at the Starship test launch, and many more tests and launches will come over the next few years. A single aborted launch does not significantly impact the company's long-term viability.
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 bigger risk to ****** eX and its investors involves what will happen if it successfully brings Starship into service: The company will need to raise massive amounts of capital over the better part of the next decade, even based on some of the most bullish outlooks for the business.
Morgan Stanley ****** ysts have put a $300 price target on ****** eX stock. They cite its "near-monopoly launch economics," which will enable its satellite connectivity and AI businesses to scale up at a cost advantage.
#significantly
SpaceX will have another go at the Starship test launch, and many more tests and launches will come over the next few years. A single aborted launch does not significantly impact the company's long-term viability.
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 bigger risk to ****** eX and its investors involves what will happen if it successfully brings Starship into service: The company will need to raise massive amounts of capital over the better part of the next decade, even based on some of the most bullish outlooks for the business.
Morgan Stanley ****** ysts have put a $300 price target on ****** eX stock. They cite its "near-monopoly launch economics," which will enable its satellite connectivity and AI businesses to scale up at a cost advantage.
#significantly
3 months ago
Redwire Corporation (NYSE: RDW) stock investors had an amazing day Tuesday, with their stock closing up 9.4% on a couple of announcements suggesting Redwire has momentum:
Yesterday, Redwire announced a "major expansion" of its Huntsville, Ala., factory for building Stalker UAS armed surveillance drones.
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 »
And today, Redwire opened a second factory in Georgetown, Ind., to produce "microgravity payloads" for operation in ***** e.
Redwire started off life as a ***** e company, specializing in developing ***** e "infrastructure" -- not rockets or satellites per se, but primarily equipment for use in ***** e, on board satellites and ***** e stations.
#space
Yesterday, Redwire announced a "major expansion" of its Huntsville, Ala., factory for building Stalker UAS armed surveillance drones.
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 »
And today, Redwire opened a second factory in Georgetown, Ind., to produce "microgravity payloads" for operation in ***** e.
Redwire started off life as a ***** e company, specializing in developing ***** e "infrastructure" -- not rockets or satellites per se, but primarily equipment for use in ***** e, on board satellites and ***** e stations.
#space
3 months ago
Redwire Corporation (RDW) has taken investors on a roller-coaster ride this year. The aerospace and defense company's stock initially surged on the wave of excitement surrounding ******* eX's (SPCX) blockbuster IPO. But the rally quickly unraveled as investor enthusiasm gave way to concerns over a $500 million equity offering that raised fears of significant shareholder dilution, ongoing cash burn, and a broader cooldown across the ******* e sector following the ******* eX frenzy. Despite the volatility, Redwire's long-term growth story remains compelling.
The company supplies mission-critical components and systems for some of the fastest-growing areas in aerospace and defense, including satellites, unmanned aircraft systems, and advanced ******* e infrastructure, serving both commercial customers and government agencies. Investor sentiment received a fresh boost on July 20 after Redwire unveiled plans to significantly expand its Huntsville, Alabama, campus, a move aimed at ramping up production of unmanned aircraft systems and next-generation ******* e technologies.
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#investor
The company supplies mission-critical components and systems for some of the fastest-growing areas in aerospace and defense, including satellites, unmanned aircraft systems, and advanced ******* e infrastructure, serving both commercial customers and government agencies. Investor sentiment received a fresh boost on July 20 after Redwire unveiled plans to significantly expand its Huntsville, Alabama, campus, a move aimed at ramping up production of unmanned aircraft systems and next-generation ******* e technologies.
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#investor
