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SpaceX IPO Will Mint Billions for a New Silicon Valley Hierarchy
Bloomberg65d agoneutral
SpaceX IPO Will Mint Billions for a New Silicon Valley Hierarchy

(Bloomberg) -- The initial public offering for SpaceX is poised to generate billions of dollars in profits for the fortunate few investors who got in early on Elon Musk’s rocket, satellite and artificial intelligence company.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Ru

Palantir flashes a warning signal Wall Street can’t ignore
TheStreet67d agoneutral
Palantir flashes a warning signal Wall Street can’t ignore

Palantir Technologies (PLTR) just delivered one of the strongest quarters in software, and its stock is sliding anyway. Shares of the artificial intelligence company fell about 13% in five trading days, closing near $136 on June 8 after trading above $158 a week earlier. That kind of drop usually ...

Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?
24/7 Wall St.67d agoneutral
Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?

While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There are no analyst price targets, no consensus multiples, and no shares to buy in a brokerage account. What exists are prediction-market ... Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?

Bloomberg72d agoneutral
Wall Street Sees SpaceX’s AI Revenue 100 Times Higher by 2030

(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapTrump Begins Rebuilding

SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.
24/7 Wall St.73d agobearish
SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.

While SpaceX’s anticipated public debut has Wall Street salivating over what could be the most consequential IPO in a decade, the historical record offers a sobering warning. The company filed its S-1 in May, outlining three business segments: Space (Falcon and Starship launch services), Connectivity (the Starlink broadband network), and AI (X and Grok subscriptions). ... SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.

Investing.com74d agoneutral
Software stocks whipsaw amid AI fears, as Anthropic IPO looms

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

BofA doubles down on cautious S&P 500 view for rest of 2026
TheStreet76d agoneutral
BofA doubles down on cautious S&P 500 view for rest of 2026

There's a difference between owning the market and owning the companies inside it, and most savers never notice the gap until it costs them money. For more than a year, the gap hasn't mattered. The S&P 500 has climbed in a nearly straight line, printing record after record, and the laziest ...

Palantir soars as Dell earnings validate their Al partnership
TheStreet77d agobullish
Palantir soars as Dell earnings validate their Al partnership

A stock usually rises or falls on its own news. You report strong earnings, the shares climb. You miss, they drop. That is the deal investors think they are signing up for. The artificial intelligence (AI) trade has quietly broken that rule. It now moves in layers. Chipmakers sit at the bottom, the ...

Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally
24/7 Wall St.78d agobullish
Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Salesforce Q1 Earnings Call Highlights
MarketBeat80d agoneutral
Salesforce Q1 Earnings Call Highlights

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX)
24/7 Wall St.80d agoneutral
An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX)

The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name. On a recent episode of the Invest Like the Best YouTube channel, Baker argued that Anthropic, the private AI lab behind Claude, has a more ... An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX)

Palantir stock gets surprising boost from global tensions
TheStreet87d agoneutral
Palantir stock gets surprising boost from global tensions

Palantir Technologies (PLTR) is not your typical artificial intelligence trade anymore. The corporation is one of Wall Street’s most important software names related to defense, intelligence and national security infrastructure. That role is becoming a major engine of growth. It’s also making the ...

What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
24/7 Wall St.88d agoneutral
What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom