Browsing Tag
SpaceX
100 posts
Alphabet is paying SpaceX $920m a month, so what exactly is GOOGL buying?
Find out how Alphabet’s $920m monthly SpaceX compute deal could reshape GOOGL stock sentiment, AI infrastructure, and cloud rivalry.
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
AST SpaceMobile (NASDAQ: ASTS) heads into a make-or-break mid-June satellite launch
AST SpaceMobile (NASDAQ: ASTS) is worth US$44bn with no live network and tiny revenue. Three BlueBird launches this month will test the whole story.
SpaceX (SPCX) targets $1.75tn in record IPO, but Morningstar pegs fair value at $780bn
SpaceX set a fixed $135/share for a record $75B IPO at a $1.75T valuation, but Morningstar pegs fair value at $780B. ARK says $2.5T by 2030. The valuation gap is huge.
SpaceX reportedly trims IPO valuation target to $1.8tn as Musk disputes the figure
Bloomberg says SpaceX cut its IPO target to $1.8T while raising up to $75B, but Musk calls it false. Inside the financials behind the largest listing in history.
AST SpaceMobile (ASTS) sinks as Blue Origin New Glenn explosion clouds its 45-satellite plan
AST SpaceMobile fell as much as 18% after a Blue Origin New Glenn explosion, the second failure in two months, threatening its plan to reach 45 satellites by year-end.
Did Blue Origin’s fireball just widen SpaceX’s lead in the commercial launch race?
Blue Origin’s New Glenn fireball raises launch reliability questions just as satellite demand grows. Read why the setback matters.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Intuitive Machines (NASDAQ: LUNR) surges 11% on Cantor upgrade and Lunar Terrain Vehicle catalyst
Intuitive Machines ran 80% on a Cantor upgrade and a pending NASA contract. But the rover award just went to rivals, and the stock trades at 39x sales.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.