Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

One of the most common frustrations I hear from everyday investors goes something like this: "I knew SpaceX was going to be huge. I just never got the chance to invest before the IPO." Bill Ackman heard the same thing and decided to do something. The billionaire hedge fund manager put it plainly on ...

AI coding startup Cursor is now officially a part of SpaceX.

SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing to do with GPU contracts, and everything to do with where SpaceX is actually headed.

Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every one of them handed early believers a painful lesson.

The CEO of SpaceX is never shy about making projections.

Space Exploration Technologies (NasdaqGS:SPCX) has completed a $60b all stock acquisition of AI coding startup Cursor. The deal is the second largest venture backed acquisition on record, according to the companies. Cursor will be integrated into SpaceX's xAI division to support developer focused AI tools and services. The acquisition is intended to expand SpaceX's reach in AI infrastructure and services, including its orbital compute ambitions. Consider widening your watchlist to other...

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

A 2015 check cut for $900 million in SpaceX’s series F round has grown about 100x to $94 billion.

Elon Musk, as always, has an ambitious plan for his company.

Early Tesla Inc. and Space Exploration Technologies Corp. investor Steve Jurvetson is backing two former leaders who worked at Elon Musk’s space company, aiming to solve AI’s rising electricity demand with off-grid solar and battery systems for data centers. Jurvetson...

The AI rocket ship is turning into a fruitful partnership with Amazon.

Nvidia owns 122.8 million SpaceX shares, giving it a major stake in Musk’s space and AI empire as the two companies deepen their data-center partnership.

The second-largest acquisition of a venture-backed company on record is official. Cursor, the fast-growing agentic coding startup, is now a part of SpaceX after the space giant led by Elon Musk completed its $60 billion all-stock acquisition Friday. The deal pairs one of the fastest-growing startups with SpaceX’s vast—and expensive to run—infrastructure-centric xAI division. The latter has its sights set on improving its AI service offerings and is betting big on agentic coding to get there. “Cu

The promise of buying into high-profile private companies before they reach public markets can be hard to resist. For investors who put their money with New York advisory firm Adit Ventures Management, that promise instead led to a federal fraud case. The Securities and Exchange Commission (SEC) ...

A potential merger between Elon Musk’s flagship companies, Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX), on August 12, has sparked intense debate among Wall Street analysts. The Wall Street Journal recently reported that under the massive $1 trillion pay package approved by Tesla shareholders, a loophole could allow Musk to unlock huge equity […]
Tesla's Wild Roadster Plans and Flying-Car Buzz
SpaceX Ownership Shock: Elon Musk Discloses 6.42 Billion-Share Stake
Musk still controls more than 82% of voting power.
Google's early investment multiplied more than 100-fold.

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • It trimmed its Microsoft stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.

After SpaceX went public in June, individuals who bought into funds promising shares of the company were eager for their paydays. A Wall Street Journal article last week featured an investor who is still trying to figure out what happened to the money he invested in a SpaceX fund in 2020. Many readers wrote in saying they were in situations similar to that of Ram Rupireddy, the investor featured in the article.
Alphabet's early SpaceX investment has become a significant financial asset, although its value remains exposed to the recently listed company's volatile shares.

SpaceX's Starship upper stage has never come back to the launch tower. The next flight is the first attempt -- if regulators sign off.

Elon Musk believes the AI boom may have roughly three years left before Earth itself becomes the bottleneck. “Orbital compute will be the only way to scale AI probably sometime in 2029 due to power availability & permitting problems on...
Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SP

Tesla's long-delayed Roadster may be headed for a Texas rocket test site with SpaceX thrusters strapped on, but Musk himself has reportedly warned staff the demo could go wrong, and shareholders watching a 24% year-to-date loss want to know if a hover stunt changes anything.
In May, Gary Black called a post-IPO merger “a very low probability event” with “no compelling business logic,” but reversed course on Friday.
Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of the end of June, a regulatory filing showed on Friday, adding to the venture capital firm's list of tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has been looking for opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon shares valued at $215.5 million as of June 30, the filing showed.
