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Semiconductor stocks came under renewed pressure as investors continued to digest Taiwan Semiconductor Manufacturing (TSM)’s higher 2026 capital expenditure guidance.
One trades at 197x forward earnings with negative cash flow; the other generates $10.3 billion annually while valued at 35x.
The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.
SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after already dropping below its mega-IPO price earlier this week. William Blair research analyst of industrials Louie DiPalma — whose firm maintains an Outperform rating on SpaceX's stock — comes on to talk more about the opportunities and risks ahead for Elon Musk's company.
US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.
Post-IPO selloff deepens after another Starship setback
A last-second engine abort scrubbed the 13th Starship test, with Musk targeting another attempt next week
Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the Wall Street Journal reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%. The real market action happened elsewhere. While SpaceX investors largely faded the headline, traders zeroed in on a critical de
Both companies are burning cash at scale, but their paths to profitability, and risk profiles, diverge sharply.
Tech stocks were falling late Friday afternoon, with the State Street Technology Select Sector SPDR
Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to data center capacity worth billions of dollars to run AI models, the Wall Street Journal reported on Friday, citing people familiar with the matter. Such an agreement would extend the Pentagon's existing relationship with SpaceX, a key partner for rocket launches and satellite-based communications and missile tracking. According to the report, SpaceX employees have discussed plans to compete more directly with neocloud firms such as CoreWeave by selling computing capacity to AI customers at lower prices.
SpaceX's IPO went from a rocket launch to a controlled crash in under a month, and the debate over where it actually bottoms out splits Wall Street analysts and valuation models in ways that should give any bargain hunter pause.
The company would provide billions of dollars’ worth of data-center capacity under the arrangement, people familiar with the matter said.
The internet map of the world is not drawn by engineers. It is drawn by lawyers, by regulators, and by whoever is willing to sign the local paperwork. A rocket can reach any patch of ground on Earth. A license cannot. That gap between what a technology can do and what a government will let it do is ...
U.S. investors can now own one of the world's largest memory companies following SK Hynix's Nasdaq listing.
By Joey Roulette WASHINGTON, July 17 (Reuters) - SpaceX is targeting Monday for another attempt to launch its Starship rocket after a last-second abort during engine ignition on Thursday, a brief
Starship's latest launch setback has raised fresh concerns. But does one aborted test change SPCX's long-term investment story, or is it simply part of the company's growth journey?
SpaceX shares are cratering after a scrubbed Starship test flight, and a niche leveraged ETF is turning that pain into outsized gains for short-sellers who knew exactly where to position themselves.
Missed the SpaceX IPO? Here's your chance to buy SpaceX stock even cheaper.
A last-second engine abort scrubbed the 13th Starship test, with Musk targeting another attempt next week
Starship Launch Abort Sends SpaceX Stock Lower for Fifth Straight Session
The stock slipped further below its IPO price after Thursday's test flight was called off.
According to the report, Anthropic proposed the deal in June, which would involve the AI startup paying Meta in monthly increments over a two-year period for access to its AI data centers. Both companies would have the option to exit the agreement early.
SpaceX didn't launch on Thursday -- and that's OK.
Elon Musk targets another launch attempt next week
If you're considering making an investment in SpaceX now, here's what you should know first.
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