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Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July
24/7 Wall St.46d agobullish
Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk’s empire this July. Tesla is walking into a July 22 Q2 earnings report with vehicle margins under a microscope. SpaceX is fresh off its historic June IPO, riding institutional rotation into launch, Starlink, and its newly folded-in xAI compute segment. Tesla ... Tesla Vs. SpaceX: Here’s Which Will Outperform the Other by the End of July

Amazon is finally taking the fight to Starlink
TheStreet46d agoneutral
Amazon is finally taking the fight to Starlink

Every monopoly looks permanent right up until it isn't. Standard Oil looked untouchable. AT&T (T) owned the telephone for most of a century. In markets, dominance is usually a lease rather than a deed, and the rent comes due the moment a competitor with deeper pockets decides the prize is worth ...

Is Rocket Lab (RKLB) The Best Space Stock to Buy Now?
Insider Monkey46d agobullish
Is Rocket Lab (RKLB) The Best Space Stock to Buy Now?

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Rocket Lab (NASDAQ:RKLB) ranks #10 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 43 Before SpaceX IPO’d, Rocket Lab (NASDAQ:RKLB) was one of the top space infrastructure plays. But when SpaceX went public at a $2 trillion valuation, […]

Could SpaceX Really Disrupt the Telecoms?
24/7 Wall St.46d agoneutral
Could SpaceX Really Disrupt the Telecoms?

It’s getting tougher to reach for yields within the telecom sector, especially when you have a company like Space Exploration Technologies (NASDAQ:SPCX) out there with its disruptive satellite connectivity business, Starlink, which might just be the cash cow the firm needs to fuel its other, more ambitious voyages. In its current state, it feels like ... Could SpaceX Really Disrupt the Telecoms?

These Investors Say Buy Meta Platforms (META) and Ignore SpaceX Hype
Insider Monkey46d agobullish
These Investors Say Buy Meta Platforms (META) and Ignore SpaceX Hype

We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Meta Platforms (NASDAQ:META) ranks #2 (see Avoid SpaceX and Buy These 5 Stocks Instead). Number of Hedge Fund Investors: 262 Meta Platforms (NASDAQ:META) is down about 17% so far this year amid fears that Mark Zuckerberg’s AI spending spree might not result in returns. […]

Blue Origin Deserves More Attention From SpaceX Investors
Trefis46d agoneutral
Blue Origin Deserves More Attention From SpaceX Investors

SpaceX (SPCX) stock trades like a monopoly. A $1.75 trillion valuation. Over 100x trailing revenue. Numbers like that only make sense if the market believes SpaceX has no real competition for years to come. However, investors shouldn't count on that lasting forever. SpaceX is a truly long-horizon stock, and that cuts both ways: it also means smaller, distant competitors deserve more credence than their current market share suggests. There are few credible challengers to SpaceX today. Jeff Bezos'

Tokenmaxxing is out, but companies are still spending on AI. What's changed?
Yahoo Finance Video46d agoneutralVIDEO
Tokenmaxxing is out, but companies are still spending on AI. What's changed?

In just a short amount of time, corporate policy on "tokenmaxxing" — or excessively using AI models to inflate usage on internal leaderboards — has already peaked and valleyed. After seeing their bill for AI tokens, many companies have shifted toward a more efficient outlook on AI spending. Tabs CEO Ali Hussain discusses what's changed within corporate AI pricing and what this pivot may mean for OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) ahead of their mega-IPOs.