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TSLA and SPCX offer high-growth exposure to AI, autonomy, satellites and space, but steep valuations and heavy spending raise investment risks.
SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether Wall Street has any idea what a CPU-hungry agentic AI era could mean for Nvidia's next act.
SpaceX (SPCX) stock is seeing an uptick in Thursday trading as its lockup period expires. Shares of the space venture have cratered since seeing post-IPO gains in June. Yahoo Finance Markets and Data Editor Jared Blikre examines how retail investors continue to pile into the SpaceX stock despite its volatility.
More than 911 million shares became eligible for trading, representing about 6.9% of the company’s outstanding shares of 13.18 billion, according to Koyfin data.
After months of speculation, the companies formally announced the massive project will happen just north of Houston.
SpaceX investors, with their heads in the clouds after a first-quarter earnings call that included trillion-dollar AI-fueled revenue projections, have to come back to Earth to deal with more mundane matters, such as trading technicalities. A huge lump of SpaceX stock is unlocking, which will likely create even more volatility for shares of Elon Musk’s rocket and AI company. SpaceX stock dropped 12% on Wednesday after reporting a very solid inaugural quarter as a publicly traded company.
The newly public rocket company is doubling down on its operations in Grimes County, Texas, where it is also headquartered, in an effort to produce the chips it needs for its spacecraft.
Wellington Management fixed income portfolio manager Brij Khurana weighs in on what the bond market (^TYX, ^TNX, ^FVX) could be signaling about SpaceX's (SPCX) debt sales plans, especially as shares of Elon Musk's space venture continue to slide lower.
Investors are focused on SpaceX’s massive Starship rocket. Space-and-defense company Redwire said it had agreed to send its orbital pharma technology to low-Earth orbit on SpaceX’s Starfall spacecraft, a vehicle that hasn’t flown yet. SpaceX hasn’t said much about Starfall, but has submitted plans to federal regulators that describe it as a cylindrical capsule 2.5-feet high and more than 10 feet in diameter.
Investing.com -- Elon Musk’s ambition to build the world’s largest semiconductor factory is officially moving forward. Today, Texas Governor Greg Abbott joined SpaceX and Tesla to confirm that Terafab—a massive, vertically integrated chip manufacturing plant—will be built in Grimes County, Texas. While Musk teased the project earlier this year, today’s announcement locks in the location and the staggering financials for the first phase of construction. Structured as a formal joint venture betwee
The Russell 2000 index touched a record high on Wednesday, surpassing the 3,000 level for the first time. And the small-cap index's 20.7% return has outperformed the S&P 500's 12.8% gain this year.
Trading in SpaceX options ramped up yesterday, hitting the highest level since mid-June. Some of the most actively-traded bets were put options pegged to the shares falling to $100 or $105, Cboe Global Markets data show.
Ark Invest's top investor continues to build up existing positions, including adding to a pair of broken IPOs on Wednesday.
Elon Musk's SpaceX and Tesla will initially invest $16.8 billion to build Terafab, an advanced AI semiconductor complex in Grimes County, Texas, as the companies race to secure the chip capacity that the billionaire has called essential to their future. The facility is intended at narrowing the gap between global chip supply and the more than 1 terawatt of computing power that SpaceX and Tesla expect to need in the coming years. Future expansion phases could push total investment much higher, SpaceX said in a statement on its website on Thursday, adding that the facility would employ at least 3,000 people.
SpaceX (SPCX) stock continues to near $100 per share on Thursday as the space venture's lockup period expires, allowing employees and early investors to sell their stock. Slatestone Wealth chief market strategist Kenny Polcari and AllSource Investment Management founder Patrick Kennedy share their outlook on SpaceX stock value, especially as over 900 million shares get unlocked.
A wave of SpaceX shares become available for trade Thursday as lockup expires. Cathie Wood, retail investors buy falling SPCX stock.
SpaceX shares seesawed on Thursday as investors weighed the impact of insider selling on the stock, which has had a turbulent run since its market debut. When a company goes public, its executives, employees and early investors are typically barred from selling their shares for up to 180 days under lock-up agreements designed to curb volatility and support the stock. SpaceX, however, had an unusual arrangement under which up to 20% of the restricted shares could be sold starting Thursday, the second trading day after its second-quarter earnings release.
SpaceX (SPCX) has executed reusable rocket landings, built the world's largest satellite constellation, and is looking to enable computing in orbit. Now, after transforming space infrastructure, the company is setting its sights on a far more conventional but enormous market: consumer wireless, a U.S. industry that generates over $300 billion in annual revenue.
SpaceX shares have hit a record low as investors sour on the company's AI spending.
Nearly 912 Million SpaceX Shares Unlocked as Lockup Begins to Expire
The expiry could triple the public float, with unlocks staggered
(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F
Up to 911.5 million SpaceX shares unlock Thursday, but a separate tranche stays frozen because the stock is below its $135 IPO price
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point captures the upside before the next catalyst or hands you a painful lesson in timing.
Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.