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SpaceX (SPCX) Loses Its IPO Premium as a Bigger Supply Test Looms
Insider Monkey30d agoneutral
SpaceX (SPCX) Loses Its IPO Premium as a Bigger Supply Test Looms

With investors increasingly questioning whether massive AI and infrastructure spending will generate adequate returns, Space Exploration Technologies Corp (NASDAQ:SPCX) has become one of the stocks caught in the broader valuation reset. SPCX has dropped below its $135 IPO price after a sharp rally to all-time highs of $225.64. With the stock trading at about $123, it […]

Bank of America revamps Tesla forecast before earnings
TheStreet30d agoneutral
Bank of America revamps Tesla forecast before earnings

Tesla (TSLA) CEO Elon Musk, whom JPMorgan CEO Jamie Dimon once called “our Einstein", has had plenty on his plate lately. SpaceX’s (SPCX) latest Starship launch was aborted, sending the stock tumbling below its IPO price to $123.99 on Friday, 45% below its post-listing peak, according to ...

EchoStar (ECHO) Stock Looks Cheap On Cash Flow As Sales Stay Rich
Simply Wall St.30d agoneutral
EchoStar (ECHO) Stock Looks Cheap On Cash Flow As Sales Stay Rich

EchoStar stock has delivered a very large 3-year gain, yet the valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while market-based multiples paint the shares as expensive. EchoStar has returned about 380.7% over the past 3 years, which puts extra attention on whether the current price still leaves room for a reasonable margin of safety. Recent analyst focus on the value of EchoStar's SpaceX stake and spectrum assets can...

SpaceX (SPCX) Is Down 14.7% After Starship Abort and Rising Scrutiny of Its Lofty Valuation
Simply Wall St.31d agoneutral
SpaceX (SPCX) Is Down 14.7% After Starship Abort and Rising Scrutiny of Its Lofty Valuation

In mid-July 2026, SpaceX’s highly anticipated 13th Starship test flight was automatically aborted seconds before liftoff due to multiple Raptor engines failing to ignite, intensifying scrutiny of the company just weeks after its record-breaking IPO. At the same time, SpaceX joined the Nasdaq‑100 and faced heavy short interest and looming insider lockup expirations, sharpening debate over whether its ambitious mix of launch, Starlink and AI projects justifies such an elevated valuation. With...

Is Planet Labs (PL) Quietly Repositioning From Imagery Vendor To Premium Geospatial Intelligence Partner?
Simply Wall St.31d agoneutral
Is Planet Labs (PL) Quietly Repositioning From Imagery Vendor To Premium Geospatial Intelligence Partner?

Planet Labs PBC recently launched Pelican-11, a Gen 2 tech demonstration satellite on SpaceX’s Transporter-17 mission, to validate higher-resolution, 30 cm-class imaging technologies before deploying them across its future Pelican fleet. This mission, alongside the company’s push to scale AI-powered monitoring capacity and expand high-value government and defense offerings, underscores how Planet is sharpening its focus on premium geospatial solutions rather than raw imagery alone. Next,...

The Investors With a New Way to Win in Silicon Valley
The Wall Street Journal31d agoneutral
The Investors With a New Way to Win in Silicon Valley

Yasmin Razavi holds an unusual position: She is the only outside investor on Anthropic’s board of directors. The general partner at Spark Capital invested in Anthropic relatively late by traditional venture capital standards, leading the company’s Series C financing in May 2023, its third round and two years after siblings Dario and Daniela Amodei left OpenAI to found it amid concerns over AI safety. Razavi is part of a new generation of investors transforming venture capital.