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Don’t chase a SpaceX stock rally even if earnings are excellent, as a wave of shares will become available for sale. O recorte ajuda a contextualizar a pauta dentro de Investimentos.

Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of oversupply for semiconductor stocks.

Morgan Stanley expects $64 billion in capital spending from SpaceX this year. The company is dramatically ramping up AI investments.

Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released its first earnings report.

Up to 911.5 million SpaceX shares will become available for sale Thursday, but a separate tranche of up to 455.8 million shares will stay locked up due to the stock’s weak performance.

Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.

A pauta traz uma atualização relevante e serve como base para a cobertura editorial. O recorte ajuda a contextualizar a pauta dentro de Investimentos.

A pauta traz uma atualização relevante e serve como base para a cobertura editorial. O recorte ajuda a contextualizar a pauta dentro de Investimentos.

Two dozen companies and organisations signed an open letter urging US policymakers to protect open-weight AI models. The letter, published today (PDF), carries signatures from a list that spans direct commercial rivals and organisations with little obvious overlap in business mod

A Louisiana launch site would offer several significant advantages. O recorte ajuda a contextualizar a pauta dentro de IA.

OpenAI’s first-ever influencer brand trip is sparking online backlash as tensions over the use of AI continue. O recorte ajuda a contextualizar a pauta dentro de IA.

The orbiting observatory in minifigure scale. O recorte ajuda a contextualizar a pauta dentro de IA.