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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is experiencing extreme volatility and heavy trading volume following a strategic partnership announcement with NVIDIA, which includes a multi-billion dollar cloud service agreement and equity-linked investment rights. While bullish investors view the move as long-term infrastructure validation and a transformation into an AI-compute powerhouse, the community is actively debating the impact of potential share dilution and the company's financial performance versus its ambitious growth narrative.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is experiencing a surge driven by intense community focus on its niche role in the AI and semiconductor sectors, particularly its potential in edge computing and aerospace applications. Investors are actively debating the sustainability of its rapid price movement, comparing it to historical patterns in larger memory stocks while remaining divided over concerns regarding short-term volatility versus the company's long-term defense and industrial growth catalysts.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending as retail investors monitor critical legislative progress on the Clarity Act alongside expectations for upcoming earnings results. Market participants are actively debating the stock's valuation and volatility, with a focus on its role in stablecoin infrastructure and the potential for a short-term price move triggered by upcoming senate committee decisions.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging as investors bet on a persistent memory supercycle driven by extreme demand for High Bandwidth Memory in AI systems. The community is actively debating whether this represents a sustainable structural rerating of the semiconductor sector or a speculative bubble, with many traders highlighting the company's relatively low forward price-to-earnings ratio as a key driver for continued bullish sentiment.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is trending due to a surge in retail interest following its recent earnings report and a non-binding MOU with AMD to develop enterprise AI infrastructure, prompting community debate over whether this represents a long-term turnaround or a potential rug pull. Traders are actively discussing the stock's significant debt load, the possibility of a share offering, and comparisons to previous momentum runners, with bullish sentiment focused on the potential for a gamma squeeze and institutional re-rating.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to a combination of positive clinical data updates and shifting market sentiment, including significant institutional volume. The community is actively discussing the stock's potential for a short squeeze alongside speculation regarding pipeline breakthroughs in oncology and new vaccine developments.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Dallas, TX.

ASP Isotopes Inc

ASP Isotopes is trending as investors weigh potential catalysts like commercial production of silicon-28 and helium against frustrations regarding delayed shipment timelines and missed financial reporting deadlines. The community is actively debating the company's long-term strategic positioning in the nuclear and semiconductor supply chains versus the risks associated with execution and ongoing regulatory scrutiny.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is experiencing intense volatility and downward pressure as investors debate whether AI adoption will eventually disrupt the company's SaaS business model or serve as a long-term catalyst. While some in the community highlight the firm's strong cash position, recent revenue guidance misses, and analyst downgrades, many active traders remain focused on identifying a bottom in the stock amid broader software sector weakness.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following a positive pre-BLA meeting with the FDA, which solidified the regulatory path for its hidradenitis suppurativa candidate, sonelokimab. The community is actively debating the stock's potential for a lucrative buyout and its competitive edge in efficacy and safety, with many investors closely tracking upcoming long-term trial results as the primary catalyst for a significant valuation re-rating.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is currently trending as investors monitor its massive multi-year data center partnership with Cerebras Systems ahead of the upcoming Cerebras IPO. The community is actively debating the stock's valuation, weighing the impact of potential capital raises against the company's aggressive infrastructure expansion and its role as a key proxy play in the booming AI compute sector.

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<ul class="summary-bullets"><li>Musk’s announcement signals a deeper consolidation of his AI and space businesses.</li><li>SpaceX acquired xAI in February earlier this year in an all-stock transaction.&nbsp;</li><li>SpaceX’s AI roadmap centers on moving large-scale compute infrastructure off Earth entirely.</li></ul>Billionaire entrepreneur Elon Musk announced Wednesday that his artificial intelligence startup xAI will be dissolved as a standalone company and fully integrated into SpaceX, rebranding its AI efforts as SpaceXAI. &nbsp;The move, posted on X, comes hours after SpaceX and xAI revealed a major compute-sharing agreement with Anthropic. Under the deal, Anthropic will gain access to the capacity of SpaceX’s Colossus 1 supercomputer in Memphis — a cluster of more than 220,000 NVIDIA GPUs — to expand Claude Pro and Claude Max usage limits.Anthropic also expressed interest in partnering on “multiple gigawatts of orbital AI compute capacity,” citing the physical limits of terrestrial power, land, and cooling for next-generation AI systems.“xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” Musk said in a post on X.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2052105373621121284?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_171950_png_5e24dd46ac.webp" alt="Screenshot 2026-05-06 171950.png"></a><h2 class="st-heading-2">Consolidation Within Musk Empire</h2>Musk’s announcement signals a deeper consolidation of his AI and space businesses. SpaceX had already absorbed xAI in a formal acquisition earlier this year, but the new “SpaceXAI” framing underscores that all AI development will now operate directly under the SpaceX umbrella.SpaceX’s AI roadmap centers on moving large-scale compute infrastructure off Earth entirely. Musk and the company have repeatedly stated that space-based data centers — powered by near-constant solar energy and cooled in the vacuum of space — represent the only sustainable path to meet exploding AI energy demands.Key elements of the plan include deploying massive constellations of AI-capable satellites that function as orbiting supercomputers and using the Starship launch vehicle’s payload capacity to launch the heavy infrastructure required for orbital data centers. SpaceX’s long-term plans include lunar AI satellite factories and even broader solar-system-scale expansion to support Moon bases, Mars colonization, and eventual multi-planetary civilization.<h2 class="st-heading-2">Upcoming IPO</h2>The integration and orbital AI push come as SpaceX prepares for one of the largest initial public offerings in history. The company is targeting a mid-2026 IPO — possibly as early as June — with valuations discussed in the $1.75 trillion to $2 trillion range.On Stocktwits, retail sentiment around SPACEX trended in the ‘neutral’ territory, coupled with ‘low’ message volume.An X user wondered what the ticker for SpaceX would be after the rebrand and an IPO.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ThaoJennif66601/status/2052105507662688517?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_172635_png_7728b1d709.webp" alt="Screenshot 2026-05-06 172635.png"></a>Yet another opined that combining the two companies’ capabilities would “unlock some seriously powerful synergies.”<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Rooh_Ullah1/status/2052107789380866293?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_172743_png_14ada78088.webp" alt="Screenshot 2026-05-06 172743.png"></a>Some users also speculated what the combined company’s new logo will look like.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/AdamLowisz/status/2052106404605948286?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_171840_png_d99528081c.webp" alt="Screenshot 2026-05-06 171840.png"></a>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gamestop-ceo-auctions-mug-hate-more-to-fund-ebay-takeover/cZQziakReOv">Cohen’s eBay Fire Sale: Gamestop CEO Auctions Mug, Hat and More To Fund eBay Takeover</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.

SpaceXAI Takes Off: Elon Musk Consolidates AI Empire Ahead Of Massive IPO

The move, posted on X, comes hours after SpaceX and xAI revealed a major compute-sharing agreement with Anthropic.

Equity

The move, posted on X, comes hours after SpaceX and xAI revealed a major compute-sharing agreement with Anthropic.


<ul class="summary-bullets"><li>The SN50 RDU will focus on high-throughput, low-latency inference, while Xeon 6 will provide memory bandwidth, connectivity, and integrated acceleration.&nbsp;</li><li>It is expected to be launched in the second half of 2026.&nbsp;</li><li>The announcement comes a day after Intel said that it would be partnering with SpaceX, xAI, and Tesla on silicon fabrication technology.</li></ul>Intel Corp. (INTC) on Wednesday announced the next phase of its collaboration with SambaNova, revealing a blueprint for advanced agentic tools and systems.The design will combine graphics processing units for prefill, SambaNova reconfigurable dataflow units for high throughput decode, and Intel’s Xeon 6 processors to address performance, efficiency, and software compatibility challenges. It is expected to be launched in the second half of 2026.The announcement comes a day after Intel said that it would be partnering with SpaceX, xAI, and Tesla Inc. (TSLA) on <a href="https://stocktwits.com/news-articles/markets/equity/intel-repositions-as-foundry-powerhouse-with-space-x-and-tesla-s-terafab-deal-retail-cheers-the-move/cZJJuD5RIpA">silicon fabrication technology</a> that would make it the central foundry for Elon Musk’s integrated AI, robotics, and space initiatives.Shares of INTC were up nearly 11% at the time of writing.<h2 class="st-heading-2">Agentic AI Push</h2>The design is geared toward a broader industry move that will match each stage of AI inference with the most suitable compute, while staying compatible with the x86 software stack used in modern data centers, Intel said.The SN50 RDU will focus on high-throughput, low-latency inference, while Xeon 6 will provide memory bandwidth, connectivity, and integrated acceleration.“The data center software ecosystem is built on x86, and it runs on Xeon— providing a mature, proven foundation that developers, enterprises, and cloud providers rely on at scale,” said Kevork Kechichian, Executive Vice President and General Manager of the Data Center Group (DCG) at Intel Corporation.“Workloads of the future will require a heterogeneous mix of computing, and this collaboration with SambaNova delivers a cost-efficient, high-performance inference architecture designed to meet customer needs at scale—powered by Xeon 6,” Kechichian added.Meanwhile, SambaNova said Intel Xeon 6 significantly improves compilation and vector database performance, speeding up coding workflows. It also serves as the system’s control plane, managing tasks, executing code, and validating outputs.<h2 class="st-heading-2">Project Terafab</h2>Project Terafab, introduced by Elon Musk, is a joint initiative by Tesla and SpaceX to build an advanced semiconductor facility integrating design, manufacturing, packaging, and testing in one place. It aims to deliver over one terawatt of compute annually and rapidly iterate on new chips.Under the new deal announced on Tuesday, Intel will contribute key technologies like PowerVia and advanced packaging, leveraging its in-house manufacturing model to enable secure, scalable AI chip production.<a href="https://stocktwits.com/symbol/INTC">INTC shares</a> have risen nearly 50% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a close-up of a printed circuit board (PCB) is seen, while the Intel logo is displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Intel Announces New Blueprint For Agentic AI Tool With SambaNova Shortly After Terafab Deal

The design will combine GPUs for prefill, SambaNova reconfigurable dataflow units for high throughput decode, and Intel’s Xeon 6 processors. 

<ul class="summary-bullets"><li>The IPO could value SpaceX above $1.75 trillion, with the offering potentially raising up to $75 billion.</li><li>Proceeds from the IPO are expected to finance the Starship rocket program, increased orbital launch frequency, and space-based data infrastructure.</li><li>Analysts have described the IPO as a rare, transformative investment opportunity supported by strong leadership.</li></ul>Elon Musk’s aerospace and satellite company SpaceX has reportedly submitted paperwork for an initial public offering, signaling a potential landmark moment for capital markets, as the company edges closer to what could become the largest stock market debut in history.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals">report</a>, the company has confidentially filed draft registration documents with the U.S. Securities and Exchange Commission, allowing it to refine its proposal before public disclosure.<h2 class="st-heading-2">Valuation And Fundraising Potential</h2>SpaceX’s anticipated public listing could rank it among the most highly valued U.S. companies, approaching the valuation of Saudi Aramco at its record-setting $29 billion IPO.&nbsp;The company is aiming for a valuation above $1.75 trillion, with the offering potentially raising up to $75 billion.Another Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-17/spacex-said-to-notify-employees-of-quiet-period-ahead-of-ipo">report&nbsp;</a>cited SpaceX’s plans to channel proceeds into expanding its Starship rocket program, scaling orbital launch frequency, and investing in space-based data infrastructure. The company is also advancing long-term goals that include establishing a lunar presence and eventually enabling human missions to Mars.<h2 class="st-heading-2">SpaceX’s Evolution Into A Vertically Integrated Platform</h2>The company’s transformation following its integration with Musk’s artificial intelligence venture, xAI, has shifted its identity from a launch-focused business into a broader technology and infrastructure platform.By combining its launch capabilities with Starlink’s satellite network and xAI’s computing power, the company is building a vertically integrated system designed to support global connectivity and artificial intelligence workloads.Analysts call the IPO a rare, transformative opportunity poised to reshape investment markets.On March 26, Eric Mandl, senior managing director at Guggenheim Securities, emphasized the offering’s exceptional nature and strong investor interest, noting that few companies have sparked similar demand and that its strong structure and leadership make a successful outcome highly probable.SpaceX may adopt a dual-class share structure, potentially allowing insiders to retain major control after listing, the report said.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rh-stock-at-six-year-low-analysts-warn-of-short-term-pressure-weak-housing-trends/cZ7HpTZRIFP">RH Stock At Six-Year Low: Analysts Warn Of Short-Term Pressure, Weak Housing Trends</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX logo appears on a smartphone screen placed on a laptop keyboard illuminated by blue light. (Photo by Samuel Boivin/NurPhoto via Getty Images)

SpaceX Files Confidentially For IPO, Setting Stage For Record-Breaking Market Debut: Report 

SpaceX’s expected IPO could place it among the most valuable U.S. companies, nearing the valuation Saudi Aramco achieved during its record $29 billion debut.

<ul class="summary-bullets"><li>SpaceX’s anticipated IPO could become the largest ever, drawing intense global investor attention.</li><li>Strong demand is building among retail investors, as individuals seek early exposure before the company goes public.</li><li>The company is reportedly targeting a $75 billion raise, with experts highlighting its uniqueness.</li></ul>Anticipation is building across financial markets as Tesla CEO Elon Musk’s rocket company, SpaceX, prepares for what could be the largest initial public offering (IPO) ever attempted.On CNBC, analysts described the move as a rare opportunity, one that could reshape both private and public investment landscapes while attracting unprecedented attention due to its scale and ambition.<h2 class="st-heading-2">Retail Demand And Market Momentum</h2>Eric Mandl, senior managing director at Guggenheim Securities, highlighted the offering's uniqueness and the strong appetite for it. He suggested that few companies in history have generated comparable interest, noting that demand appears exceptionally strong and the likelihood of a successful outcome remains high given the structure and leadership behind it.<blockquote>“There are very few businesses that have ever looked like this. There is a very high probability that this would be sought after and successful.”-Eric Mandl, Senior Managing Director, Guggenheim Securities</blockquote>According to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/37a14f36-77f6-413e-a4d5-b05cefbddfb1?syn-25a6b1a6=1">report</a>, SpaceX has informed backers it intends to target roughly $75 billion from its debut listing, a sharp increase from a previously discussed $50 billion goal.&nbsp;<h2 class="st-heading-2">Transformational Companies Attract Capital</h2>Market strategists point to a growing trend among individual investors seeking early access to high-growth private firms. Jay Woods of Freedom Capital Markets said retail participants are increasingly eager to invest before companies debut on public exchanges, where early stakeholders often capitalize on gains. He emphasized that fear of missing out is driving enthusiasm, especially with Elon Musk leading the combined entity.Tom Lee of Fundstrat Global Advisors compared SpaceX and xAI to other groundbreaking firms such as OpenAI and Anthropic, describing them as rare enterprises that influence the global economy.&nbsp;<blockquote>“The dont exist anywhere else in the world. These companies going public is not only good for equity markets it is a chance for investors to own really unique companies.”-Tom Lee, Head of Research, Fundstrat Global Advisors</blockquote>He noted that bringing such companies closer to public markets could offer investors access to businesses unlike traditional listings. SpaceX is yet to submit formal IPO documents to U.S. regulators, but reports suggest a filing could come within days, with a targeted listing window around June.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-rally-cools-premarket-analyst-sees-dark-cloud-hanging-from-smuggling-scandal-shock/cZ3rAYdRIjY">SMCI Stock Rally Cools Premarket: Analyst Sees 'Dark Cloud' Hanging From Smuggling Scandal Shock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SpaceX IPO Buzz Builds: Analysts Highlight Rare Opportunity And Rising Retail FOMO

Analysts say the potential $75B debut could become one of the most sought-after listings in market history.

<ul class="summary-bullets"><li>SpaceX is reportedly preparing to file its IPO prospectus as soon as this week or next, targeting a potential June listing.</li><li>Future Fund managing partner Gary Black warned that Tesla investors may sell shares to fund participation in the SpaceX IPO, even without a merger.</li><li>Black expects a “clean” SpaceX IPO with no plans to acquire Tesla.</li></ul>Shares of Tesla, Inc. (TSLA) rose nearly 1% in after-hours trading on Tuesday after reports emerged that SpaceX — also led by Elon Musk — is planning to file its IPO prospectus as soon as this week or next. At least one top analyst has warned that the record-sized listing could prompt some Tesla shareholders to rotate out of TSLA to participate in the offering.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose nearly 1% on Tuesday, marking its second consecutive session of gains.<h2 class="st-heading-2">SpaceX Targets June IPO With Potential $75B Raise</h2>SpaceX is targeting a potential June public listing, with advisers expecting the offering could raise more than $75 billion, above earlier estimates near $50 billion, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/spacex-aims-file-ipo-soon-week?rc=prcjzy">reported</a>, citing a person with knowledge of the matter. An IPO of that size would exceed the amount raised by all U.S. listings last year combined, according to Renaissance Capital.The company was last valued at about $1.25 trillion following its recent merger with xAI, the developer of the Grok chatbot. Both SpaceX and Tesla separately invested $2 billion in xAI, and Tesla has received regulatory clearance to convert its investment into a stake in SpaceX following the transaction.SpaceX has also explored a potential combination with Tesla as well as an alternative tie-up with xAI, adding to concerns about how the companies could remain interconnected. The final valuation and offering size will supposedly be determined closer to pricing.Musk has also pushed for unusually broad retail participation in the offering. Individual investors could reportedly receive more than 20% of IPO shares, compared with roughly 10% typically allocated in most listings.Major banks, including Goldman Sachs, Morgan Stanley, Bank of America, JPMorgan Chase and Citigroup have been preparing IPO plans, though formal roles have apparently not yet been finalized.<h2 class="st-heading-2">Analyst Says SpaceX IPO May Pull Investors From Tesla</h2>Gary Black, managing partner at The Future Fund,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2036555777901732178">said on X</a> that the scale of the planned offering could influence trading in Tesla shares, even without a merger. “TSLA shareholders that want to participate in the SpaceX IPO would sell some of their TSLA shares to fund their SpaceX investment,” he said.Black added that expectations SpaceX could go public and then use newly issued equity to acquire Tesla are “fooling themselves,” arguing institutional demand would likely weaken if investors anticipated a large post-IPO stock-funded acquisition.“Shareholders hate when companies use equity to buy other companies,” he said, citing the past acquisition attempt involving Netflix and Warner Bros. Discovery as an example of investor resistance to dilution-driven deals. “I know very few institutional holders who will invest in a SpaceX IPO if they expect SpaceX to then turn around and dilute them by buying TSLA,” he said<h2 class="st-heading-2">Black Sees ‘Clean’ SpaceX IPO As Most Likely Scenario</h2>Black said the more likely scenario is a “clean” SpaceX IPO at roughly a $1.5 trillion valuation, raising about $50 billion, which would make it the largest listing in corporate history, surpassing the record set by Saudi Aramco at $25.6 billion.By “clean,” he said SpaceX could indicate in its registration filing that there are “no current plans” to acquire Tesla following the listing, helping support investor demand and reduce litigation risk.His comments follow&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slips-premarket-analyst-warns-spacex-merger-could-erase-750b-value/cZ3md5xRI0G">earlier warnings</a> that a Tesla-SpaceX deal could imply roughly 25% downside for Tesla shareholders under what he described as the “lowest-multiple rule.” “In my 30 years as a professional investor,” Black said, “I have rarely seen post-merger companies trade at blended multiples,” adding that “a Tesla-SpaceX merger is a solution looking for a problem.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward Tesla and xAI was ‘bearish’ amid ‘high’ message volume, while sentiment toward SpaceX was ‘bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_95da79a377.webp" alt="tsla ss.png" width="973" height="149"><figcaption>TSLA sentiment and message volume as of March 24 | Source: Stocktwits</figcaption></figure>TSLA stock, the only publicly traded Musk-linked company available to investors today, has gained about 38% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

SpaceX and Tesla founder Elon Musk speaks during an America PAC town hall on October 26, 2024 in Lancaster, Pennsylvania.  (Photo by Samuel Corum/Getty Images)

SpaceX IPO Prospectus Almost Here? Gary Black Warns It Could Steal Tesla's Investors

The SpaceX IPO could raise over $75 billion, potentially making it the largest U.S. listing ever and exceeding last year's total IPO proceeds.

Elon Musk speaks alongside U.S. President Donald Trump to reporters in the Oval Office on May 30, 2025. (Photo by Kevin Dietsch/Getty Images)

Elon Musk Says He Won't Profit From OpenAI Lawsuit — Even As Judge Questions Massive $134B Damages Claim

Musk's expert witness claims his $38 million donation accounted for up to 75% of OpenAI's not-for-profit value. While a California judge called the number unconvincing, a jury will now decide the outcome.

<ul class="summary-bullets"><li>Musk drew a parallel with his AI startup xAI, which he said is now being rebuilt “from the foundations up.”</li><li>Tesla received U.S. government clearance to convert its investment in xAI into a small stake in SpaceX.</li><li>Tesla’s $2 billion investment in xAI will give the EV maker a less than 1% stake.</li></ul>Tesla CEO Elon Musk acknowledged that his EV firm “was not built right the first time,” drawing a parallel with xAI as the billionaire deepens financial ties between Tesla, SpaceX and the AI firm ahead of a potential SpaceX IPO.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> declined more than 3% on Thursday, snapping a three-day winning streak and marking its worst session in over a month.<h2 class="st-heading-2">Musk Draws Parallel Between Tesla’s Early Struggles And xAI Rebuild</h2>Musk said his AI startup xAI is being rebuilt “from the foundations up,” adding that the same thing happened during the early days of Tesla. “xAI was not built right first time around, so it is being rebuilt from the foundations up,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2032201568335044978">said on X</a>. “Same thing happened with Tesla.”The comments come as Tesla’s financial ties with Musk’s other companies deepen, particularly after the EV maker received U.S. government&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-reportedly-receives-clearance-for-turning-xai-investment-into-spacex-stake/cZdu0AZRI9C">clearance</a> to convert its investment in xAI into a stake in SpaceX.<h2 class="st-heading-2">Tesla Converts xAI Investment Into SpaceX Stake</h2>A new filing with the U.S. Federal Trade Commission shows that Tesla acquired a stake in SpaceX from Musk, who serves as CEO of both companies. The documents also show Musk selling holdings to investors, including Valor Equity Partners and DFJ Growth.The regulatory filings were required since the deal exceeded $133.9 million in value, though details such as the size of the stakes were not disclosed.Tesla’s previously announced $2 billion investment in xAI is reportedly being rolled over into SpaceX following the AI firm's merger with the rocket company last month. The investment would translate into a stake of less than 1% in SpaceX for Tesla.<h2 class="st-heading-2">Musk’s Empire Moves Closer Ahead Of SpaceX IPO</h2>The deal underscores a broader reshaping of Elon Musk’s business empire as SpaceX prepares for a potential IPO that could become one of the largest in history.Musk’s companies, spanning electric vehicles, rockets, artificial intelligence and social media, are increasingly interconnected through investments and shared technology strategies. Last month, SpaceX confirmed it would acquire xAI in a deal valuing the AI startup at about $125 billion and SpaceX at roughly $1 trillion, with Musk calling the combination an “innovation engine” that brings together AI, space infrastructure, and satellite internet.Tesla had previously announced a $2 billion investment in xAI, positioning the AI company as part of its future robotics and automation plans. Musk has also discussed potential links between his companies’ technologies, including using Tesla energy systems to power space-based data centers and Starship rockets to transport Tesla’s Optimus robots.In January, SpaceX reportedly explored potential mergers with Tesla or xAI as part of discussions to consolidate Musk’s companies ahead of a listing. Tesla remains the only publicly traded firm among Musk’s major ventures.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for TSLA was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_a170b0574d.webp" alt="tsla ss.png" width="969" height="140"><figcaption>TSLA sentiment and message volume as of March 12 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/trumpdisasterprez/message/647414366">noted</a>, “$2 billion investment divided by 3 billion shares outstanding = 65 cent investment per share of Tesler. Meanwhile, you lost $12/ share today.”<stembedurl>https://stocktwits.com/trumpdisasterprez/message/647414366</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/kingdrea/message/647413417">expects</a> TSLA stock to fall below the $380 level on Friday.<stembedurl>https://stocktwits.com/kingdrea/message/647413417</stembedurl>TSLA stock has declined 12% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

TSLA Stock Loses Steam: Elon Musk Admits Tesla ‘Was Not Built Right First Time’ Amid Deepening SpaceX-xAI Ties

The move comes as Musk deepens links across Tesla, SpaceX and xAI ahead of a potential SpaceX IPO.

<ul class="summary-bullets"><li>The filings follow Tesla announcing a $2 billion investment in Musk’s AI startup xAI.</li><li>xAI recently merged with SpaceX and Tesla would now have a stake of less than 1% in the combined entity.&nbsp;</li><li>Separately, Financial Times reported on Thursday that Tesla has been granted a licence to supply electricity to UK households and businesses, marking a major win for the company’s energy business.</li></ul>EV giant Tesla Inc. (TSLA) has reportedly received necessary government clearance to convert its investment in Elon Musk’s xAI into a small stake in SpaceX.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-12/tesla-converts-xai-investment-into-spacex-stake-ahead-of-ipo?srnd=homepage-asia">reported</a> the update on Thursday, citing a filing with the U.S. Federal Trade Commission, which lists Tesla as an acquirer of a stake in CEO Elon Musk’s rocket manufacturer company SpaceX.Musk also reportedly sold holdings to investors, including Valor Equity Partners and DFJ Growth, as per the report, which further noted that details including the size of the stakes weren’t disclosed.The filings follow Tesla announcing a $2 billion investment in Musk’s AI startup xAI. xAI recently merged with SpaceX, and Tesla would now have a stake of less than 1% in the combined entity. SpaceX is expected to have an initial public offering this year, which is estimated to be the largest in history.<h2 class="st-heading-2">Other Tesla Updates</h2>Separately, Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/999125b0-9ae7-426b-8755-eff076545ade">reported</a> on Thursday that Tesla has been granted a licence to supply electricity to UK households and businesses, marking a major win for the company’s growing energy generation and storage business.Wall Street Journal also reported earlier in the day that the company is designing the production line for its dedicated robotaxi offering called the Cybercab to make hundreds of the two-seat vehicle a week. The Cybercab has no pedals and no steering wheel, making it necessary for the company to file for certain exemptions to launch it. However, Tesla hasn’t made any such applications yet, the report said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained nearly 60% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/stryker-shipping-stock-slips-as-cyberattack-spuured-outage-drags-on/cZdugFkRI9D">Stryker Shipping Stock Slips As Cyberattack-Spurred Outage Drags On</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this aerial view the Tesla logo hangs on the facade of a building at the Tesla factory on July 17, 2023 near Gruenheide, Germany. (Photo by Sean Gallup/Getty Images)

Tesla Reportedly Receives Clearance For Turning xAI Investment Into SpaceX Stake 

Bloomberg reported the update on Thursday, citing a filing with the US Federal Trade Commission which lists Tesla as an acquirer of a stake in Tesla CEO Elon Musk’s rocket manufacturer company SpaceX.

<ul class="summary-bullets"><li>Burry argued Palantir relies on AI models built by companies like Anthropic and “has no real AI software of its own.”</li><li>Burry earlier said the Pentagon’s six-month phase-out of Anthropic’s Claude showed the military still needed the technology.</li><li>Burry, who disclosed a short position in Palantir, has also criticized the company’s spending and valuation.&nbsp;</li></ul>Famed “Big Short” investor Michael Burry revived his criticism of Palantir Technologies, Inc. (PLTR) in a public exchange with Tesla CEO Elon Musk, arguing the defense software firm, not Anthropic, is the one “overpromising” on AI as debate intensifies over its role in modern warfare.<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> snapped two consecutive losing sessions on Wednesday, ending marginally higher at $151.6. However, shares fell over 1% in extended trading.&nbsp;<h2 class="st-heading-2">Musk Post Triggers Burry’s Palantir Jab</h2>The exchange began after Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2031449322190229894">posted on X</a>, asking: “Is there a more hypocritical company than Anthropic?” Burry replied directly: “Easy, $PLTR. #PLTR is the one overpromising here, not Anthropic.”Musk leads xAI, the developer of the Grok chatbot, which the Pentagon recently moved to deploy in certain classified settings. The decision came even as officials at several federal agencies raised concerns about the model’s safety and reliability, with an internal U.S. General Services Administration assessment&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/politics/national-security/elon-musk-xai-grok-security-safety-government-73ab4f6e">reportedly</a> warning that it did not meet safety and alignment expectations for broader federal use without strict oversight.In&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2031943021395112418">another post</a>, Burry expanded on the criticism, arguing that Palantir’s defense software relies heavily on AI models developed by other companies rather than its own underlying technology.“$PLTR is overpromising here, not Anthropic. This is why Anthropic wants guardrails in military use,” Burry said. He added that “PLTR is the one in over its head, dependent on companies like Anthropic because it has no real AI software of its own.”<h2 class="st-heading-2">Claude AI’s Role In War Under Spotlight</h2>The exchange comes amid growing scrutiny over how AI is being used in military operations. A recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nonzero.org/p/iran-and-the-immorality-of-openai">blog post</a> by journalist Robert Wright in The Nonzero Newsletter highlighted a&nbsp;Washington Post report that Anthropic’s Claude AI model has been integrated into Maven, a Pentagon targeting-analysis system operated by Palantir. According to the report, the software helps analyze surveillance data and prioritize potential targets.Wright referenced reports that U.S. air strikes early in the conflict involving Iran struck an elementary school, killing more than 100 Iranian girls, raising broader questions about how AI-assisted systems are used in combat decisions.<h2 class="st-heading-2">Burry’s Ongoing Criticism Of Palantir</h2>Burry’s remarks also reflect criticism he has voiced previously about Palantir’s role in the defense AI ecosystem.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/big-short-investor-michael-burry-says-us-military-s-claude-ai-phase-out-proves-pentagon-can-t-rely-on-palantir-alone/cZddrJORIcg">Earlier this month</a>, he said the U.S. government’s decision to allow a six-month phase-out period for Anthropic’s Claude model, even after labeling it a supply-chain risk, showed how important the underlying AI technology has become.“Removing Claude was a Trumpian thing to do,” Burry had said on X. “The six-month phase-out was the military saying we need Claude for a minute here, and the Palantir wrapper with those other models alone is not enough.” He added that the situation demonstrated the “stickiness” of Anthropic’s technology rather than Palantir’s platform.<h2 class="st-heading-2">Burry’s Bearish View On PLTR</h2>Burry disclosed a short position in Palantir last year, questioning an AI-driven surge in the company’s valuation.He has also pointed to details from the company’s regulatory filings. In a post last month, Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-turns-up-heat-on-palantir-calls-out-alleged-covert-smearing-campaigns-by-ceo-alex-karp/cZRWWDQR4MC">highlighted</a> disclosures showing Palantir incurred $17.2 million in expenses in 2025 tied to CEO Alexander Karp’s use of a privately owned aircraft for business and personal travel, more than double the $7.7 million reported a year earlier.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for PLTR was ‘neutral’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/pltr_ss_png_2b862e1e63.webp" alt="pltr ss.png" width="967" height="145"><figcaption>PLTR sentiment and message volume as of March 12 | Source: Stocktwits</figcaption></figure>PLTR stock has surged 94% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background, in this photo illustration in Brussels, Belgium, on November 3, 2025.

Michael Burry Fires Back At Elon Musk In AI Warfare Debate — Says Palantir Is ‘Overpromising,’ Not Anthropic

The exchange comes amid reports that Anthropic’s Claude AI is being used in Palantir’s Maven system to analyze data and prioritize military targets.

Palantir ‘Overpromising,’ Not Anthropic: Michael Burry Fires Back At Elon Musk In Growing AI Warfare Debate 

<ul class="summary-bullets"><li>Grok would guide Digital Optimus as it processes recent computer activity.</li><li>Musk said the system is designed to work similarly to how the human brain processes information.</li><li>The AI system is primarily designed to run on Tesla’s AI4 hardware, which Musk said costs about $650.</li></ul>Elon Musk, chief executive officer of EV giant Tesla Inc. (TSLA)&nbsp;and xAI, announced on Wednesday that both companies have teamed up to develop a new AI initiative called Macrohard, also referred to as Digital Optimus.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2031751255060885911">post</a> on the X platform, Musk said the project is part of Tesla’s investment agreement with xAI and aims to create a highly responsive, real-time AI system that can interpret and act on digital inputs almost instantly.<h2 class="st-heading-2">The System Relies On Grok</h2>At the heart of the project is Grok, an AI described as the director of Digital Optimus.&nbsp;<blockquote>“Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions.”-Elon Musk&nbsp;</blockquote>xAI’s conversational and reasoning model would guide Digital Optimus as it processes recent computer activity, including screen visuals and keyboard or mouse inputs, to make immediate decisions.&nbsp;<h2 class="st-heading-2">How The AI System Works</h2>Musk explained that the architecture mirrors the way the human mind processes information. Digital Optimus represents “System 1,” which performs rapid and instinctive actions, while Grok serves as “System 2,” handling deeper reasoning and strategic thinking. Working together, the two components enable the platform to monitor real-time computer activity and take appropriate action almost instantly.The AI platform is designed to run primarily on Tesla’s AI4 hardware, which Musk said costs roughly $650. He suggested the technology could eventually replicate complex operational workflows typically handled by human teams.&nbsp;On March 4, Musk said Tesla plans to be one of the companies leading the development of artificial general intelligence (AGI). Tesla plans to spend more than $20 billion in 2026, much higher than the $8.5 billion it spent in 2025. The increased investment will help boost production of the Cybercab, Tesla Semi, and the Optimus robot, with its Fremont factory preparing to manufacture Optimus units.TSLA stock has gained over 76% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-uas-defense-tech-aerosystems-acquisition/cZdA6fLRIJp">Ondas Moves Deeper Into Defense Tech With BIRD Aerosystems Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk laughs during an in-conversation event with British Prime Minister Rishi Sunak (not pictured) at Lancaster House on November 2, 2023 in London, England. (Photo by Kirsty Wigglesworth - WPA Pool/Getty Images)

Elon Musk Says Tesla And xAI Are Building ‘Digital Optimus’ That Uses Grok For Real-Time Computer Actions

In a post on X, Musk said the project is part of Tesla’s deal with xAI and is designed to build a fast, real-time AI system capable of quickly understanding and responding to digital inputs.

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