Actualités

Nvidia has a robust investment portfolio.

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote.

SpaceX (NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue “will exceed all other SpaceX revenue probably in September, like next month,”...

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Archer Aviation's Boeing deal, defense partnerships and regulatory progress could accelerate its push into air taxis and autonomous aviation.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Elon Musk has set a revenue target so bold that even his biggest believers are doing a double-take, and whether SpaceX can actually get there hinges on a chain of moonshots that have never been attempted before.

Aerospace suppliers Applied Aerospace & Defense and Astronics reported earnings. One sank, the other soared.

Wall Street’s expectations for SpaceX’s AI unit are so low, it may not need a pogo stick—let alone a rocket—to clear the bar, Morgan Stanley analysts argued in a recent note.

Investor Kevin O’Leary said America’s growing power constraints could create a lucrative investment opportunity as artificial intelligence, data centers and cloud computing drive electricity demand higher. O’Leary Bets on Cheap Power for AI On Monday, in a post on X,...

SpaceX exposure is boosting FBGRX and FDGRX in 2026, with sizable stakes adding growth beyond their public-market holdings.

It launched 24 Starlink satellites to low-Earth-orbit from Vandenberg Space Force Base on Tuesday night.

Ron Baron turned a $400 million Tesla position into $7.7 billion in profit when Wall Street laughed him out of the room, and now he is making an even larger bet on a company he believes will reshape the economics of an entire planet.

The fund, managed by Norges Bank Investment Management, returned 9.4% in the first half of 2026, driven by equity gains in Asia

The US Space Force’s Golden Dome missile-defense program has recently reached a new milestone, marking a sign of progress toward building the defense technology. On August 11, Space Exploration Technologies Corp. (NASDAQ:SPCX), Northrop Grumman Corp (NYSE:NOC), and other companies involved in the $185 billion initiative successfully completed the first round of critical tests for space-based […]

Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.

Not all hyperscalers are created equal.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

A Wall Street Journal report dissected on the TBPN podcast episode Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s ‘Shortcut’ to $1T Payday | Diet TBPN is drawing fresh scrutiny to an obscure provision inside Elon Musk’s 2025 Tesla compensation plan. The clause could allow the world’s richest executive to skip the operational milestones ... Wall Street’s Favorite Tesla Rumor Could Unlock $824 Billion Pay Day For Elon Musk

Founder ETFs' Michael Monaghan explains why the real AI productivity boom is still years away and breaks down the "lag factor" of innovation and when we can expect to see the true AI productivity J-curve.

SpaceX's IPO hype has cooled. Here's why Rocket Lab may offer a better risk-reward in space, with more runway and less perfection priced in.

It launched 24 Starlink satellites to low-Earth-orbit from Vandenberg Space Force Base on Tuesday night.

Tesla Inc. wants investors to see its future in robots, robotaxis and artificial intelligence. But powering that future may require more fossil fuel than the company’s electric-car identity suggests. Tesla and Space Exploration Technologies Corp. are initially investing $16.8 billion...

(Bloomberg) -- Swedish coding startup Lovable has raised funding at a $13.3 billion valuation, bringing in fresh capital to compete with larger rivals like Anthropic and Elon Musk’s SpaceX. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesTata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gain

Another $42.5 billion in potential selling pressure takes effect on Aug. 21.

SpaceX stock could more than double in the next year as its booming artificial intelligence business continues to grow.

SpaceX's first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a $600 billion U.S. wireless market and said they expected to take customers from all three. Wall Street took it ...

Retail sentiment on Stocktwits remained ‘neutral’ on SPY and ‘bearish’ on QQQ.