Motley Fool9d agoneutral
Just Announced: SpaceX and Nvidia Teaming Up on New Orbital AI Data CenterElon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.
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BeInCrypto9d agoneutral
This One Word On SpaceX’s First Earnings Call Cost It 11%, And Sent Nvidia HigherSpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.
Reuters Videos9d agoneutralVIDEO
AI Weekly: SpaceX's huge AI spend, Anthropic's hack scare<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>
Yahoo Finance9d agoneutral
SpaceX lockup expires today, with stock bucking higherSpaceX insiders and early investors will be able to sell their stock for the first time on Thursday, when 911.5 million shares become eligible to trade — around 43% more than the 638.9 million shares the company floated in its June initial public offering.
Yahoo Finance9d agoneutral
SpaceX stock got cut in half, but retail investors keep piling in: Chart of the DayRetail investors keep buying SpaceX shares. The latest opportunity to purchase the dip came this week after the company's first earnings report.
Reuters9d agoneutral
S&P 500, Dow futures steady as MidEast deal in focus; chips stumbleAug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Investing.com9d agobearish
AI momentum stocks tumble as earnings season shakes the tech sectorInvesting.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.
CNN Business9d agoneutral
More than 900 million SpaceX shares unlock today. Here’s what to knowMore than 900 million SpaceX shares are set to unlock Thursday, more than doubling the publicly available stock in Elon Musk’s space and AI company, which has struggled since its record-breaking IPO just weeks ago.
Moneywise9d agoneutral
Investors see big dividends from TerraCycle, a US recycling firm that turns trash into shareholder treasureTerraCycle unveils its $75 million share offering to the public as the company's revenue grew 93% in five years.
Simply Wall St.10d agoneutral
Nvidia (NVDA) Secures Exclusive Space AI Role In $10 Billion ExpansionNvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...
Simply Wall St.10d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Worries EaseThe Morning Bull - US Market Morning Update Thursday, Aug, 6 2026 US market stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.2% and Dow futures also in positive territory. The backdrop is softer inflation expectations, as UK gilt yields slip below 4.9% and US 10 year Treasury yields hover near 4.6%. This signals that borrowing costs may not rise as sharply as feared. At the same time, a series of purchasing manager indexes across Europe and Japan show...
Motley Fool10d agoneutral
Where Will SpaceX Stock Be in 1 Year?So far, it's not off to a great start.
Stocktwits10d agoneutral
SPCX’s Streak Of Red Weeks Is Testing Bulls: Jim Cramer Calls It A '100-Year' Bet As IPO Lockup Expiration Arrives TodayThursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.
MarketBeat10d agoneutral
Satellogic Q2 Earnings Call HighlightsSatellogic (NASDAQ:SATL) reported second-quarter revenue growth of 259% year over year and said it generated positive operating income and adjusted EBITDA for the first time in its history, as sovereign satellite deliveries and subscriptions for persistent monitoring expanded. Revenue totaled $15.9
Barrons.com10d agoneutral
SpaceX Won’t Destroy Telecom—It Will Just Reinvent ItAT&T, Verizon, and T-Mobile shares fell after SpaceX announced plans to launch a mobile offering next year. The drop isn’t warranted.
Reuters10d agoneutral
Morning Bid: AI stocks learn to fly — but ain't got wingsA look at the day ahead in European and global markets from Satoshi Sugiyama In "Learning to Fly", Tom Petty sang that what goes up must come down.
Bloomberg10d agoneutral
AI’s Volatile Power Demand Is Damaging Its Own Data Centers(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi
24/7 Wall St.10d agobearish
SpaceX Falling to $100: A Clear Line in The SandSpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.
AFP10d agoneutral
Asian stocks mostly down with tech firms back under pressureMost Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.
Benzinga10d agobullish
Gary Black Says Retail Investors Buying the SpaceX Stock Dip 'Makes No Sense' as Float Set To Double on ThursdayThe Future Fund‘s Gary Black questioned retail investors buying the dip in Space Exploration Technologies Corp. (NASDAQ:SPCX) on Wednesday, saying the optimism overlooks a massive post-IPO share unlock that could more than double the stock’s public float. Black Questions Retail Optimism “This makes no sense with 911.5M new SPCX shares potentially entering SPCX’s float tomorrow, which will double its size,” Black said in a post on X. He shared a MarketWatch report citing Vanda Research that showe
Reuters10d agobullish
Asia shares ease on tech pullback, oil stable as Iran talks stay in focusBy Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects
Stocktwits10d agobearish
US Stock Futures Inch Higher Following S&P 500, Nasdaq Drop As Investors Brace For SpaceX Share Unlock — GOOGL, UBER, META, FLUT, AMZN In Focus911.5 million shares held by SpaceX employees and early investors become eligible for sale on Thursday.
BeInCrypto10d agoneutral
Musk Says SpaceX Revenue Could Hit $1 Trillion a Year Early Even as Stock SlidesSpaceX now expects $1 trillion in revenue by 2030, a year early, even as its stock fell on rising AI capex.
Fortune10d agoneutral
SpaceX created a new class of ultrawealthy. Here’s what comes nextFew public offerings have created so many paper millionaires so quickly. But that was on paper.
BeInCrypto10d agoneutral
Polymarket Gives 18% Odds to a Tesla-SpaceX Merger Announcement in 2026Polymarket traders give just 18% odds to a Tesla-SpaceX merger in 2026. Here is why skepticism runs so deep.
Reuters Videos10d agoneutralVIDEO
Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq<body><p>STORY: U.S. stocks ended mixed on Wednesday, with the Dow adding about half a percent to notch another record high close, the S&P 500 slipping marginally and the tech-heavy Nasdaq dropping more than eight-tenths of a percent.</p><p>The Nasdaq saw its first decline in five sessions as AMD fell 7% and SpaceX stumbled nearly 14% following the release of its quarterly earnings.</p><p>SpaceX shares could face additional pressure from the expiration of the stock's post-IPO lock-up period starting on Thursday, said Shana Orczyk Sissel, founder and CEO of Banríon Capital Management.</p><p>"There will likely be a lot of folks looking to sell their positions that they've held for a long time, to monetize their investment, which they've had for a while since the company was private. That's going to put pressure on the stock. [FLASH] So I would not be a buyer of SpaceX until we have a better idea of what kind of float's going to be out there after these lockups expire."</p><p>:: Amgen</p><p>Outside of tech, shares of Amgen gained about four-and-a-half percent on a second-quarter sales boost for the drugmaker, helping to lift the blue-chip Dow.</p><p>Rival Eli Lilly jumped about 5% after the company raised its full-year revenue forecast.</p><p>And shares of Disney rose roughly three-and-a-half percent after the entertainment giant beat quarterly profit expectations.</p></body>
Motley Fool10d agoneutral
Should You Forget Tesla Stock Near a 52-Week Low?The EV maker's latest bounce-back could prove fleeting, but don't assume it shatters the long-term bull case.