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Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

BlackRock disclosed a 5.4% stake comprising 16.1 million shares as of Sept.30, worth $676 million at Tuesday’s close.

Larry Goldberg warned that angry Tesla shareholders could reject a merger he believes would benefit both investor groups.

Austrian and Dutch forecasts point to potential GPS approval or registration in November and August 2027, respectively.

Rocket Lab is building key satellite systems in-house, including solar panels, radios, avionics and flight software.

Tesla’s rally comes after stronger-than-expected deliveries, an earnings beat, Robotaxi progress and speculation about a SpaceX merger.

On Tuesday, markets edged higher after Broadcom announced that a group of banks would provide $63 billion in financing to purchase its chips and networking solutions for Anthropic.

The FCC’s review cited arguments that the deal could boost competition against AST SpaceMobile and SpaceX.

The company cited an AI infrastructure ‘supercycle’ and stronger customer demand for 2028.

ImmunityBio expects November results from a 366-patient Anktiva trial and plans a fourth-quarter FDA filing.

Bernstein forecasts $424 billion in 2028 revenue, below SpaceX’s own growth ambitions.

Burry said the prospectus misses developer-market changes and the pullback in tokenmaxxing.

Following a sharp selloff in Brazilian stocks after election results, ARK Investment Management purchased shares worth $964.8K in Nu Holdings and shares of MercadoLibre worth $3.7 million across two of its exchange-traded funds.

Cantor reiterated its ‘Overweight’ rating and $122 target, implying a 127% upside from current levels.

Artificial intelligence and technology stocks boosted markets at the week’s open after Anthropic's IPO filing boosted sentiment across the sector.

Calacanis bought $975,000 in Uber shares, with a $120 target implying 85% upside from his purchase price.

ARK models a 3.8-fold boost to Tesla investor returns and a 7.2-fold boost to SpaceX investors’ incremental returns.

OpenAI emails show that a possible Cerebras acquisition through Tesla was discussed in 2017.

Lufax warned of a quarterly loss of 1.3 billion-1.7 billion yuan, driven by higher credit impairment losses and additional tax expenses.

Readers questioned affordability and access, while one subscriber cited investment losses and missed Nvidia gains.

New Roadster materials revealed that the base Performance model lacks several premium features.

Market veteran Herb Greenberg questioned AST’s valuation, highlighting an enterprise value of 140 times trailing revenue and a trailing EBITDA loss of about $532 million.

Lilly and Merck report earnings on Thursday, followed by AbbVie on Friday.

Investor Chamath Palihapitiya warned of a turbulent 2027, with construction delays, idle computing equipment and outage-related penalties threatening operators.

U.S defense companies continued to attract major military contracts and long-term commitments, with fighter jets, missile defense systems and weapons production taking center stage.

SpaceX continued Tesla merger talks and is reportedly exploring access to 80,000 U.S. cellular sites for a potential nationwide wireless network.

Burry’s Substack annual revenue potential could reach $232.2 million, more than double July’s estimate.

GLJ’s Gordon Johnson said tariff relief added $447 million to gross profit, masking an underlying earnings miss.

FCC advisory council member Mark Bayliss contrasted SpaceX’s potential carrier model with AST’s strategy of extending existing operators’ networks.

SpaceX reportedly passed on three military satellite launches, with no rival bids, highlighting the Pentagon’s limited launch options.

Semiconductor stocks were in focus on Thursday as the sector fell sharply after LAM Research CEO Tim Archer cited supply chain concerns.

Prices per terabyte rose 28%, with further pricing upside expected over three to four quarters.

Mizuho analyst Jared Holz said the vaccine data weren’t bad, but Wall Street’s expectations were too high.

Morningstar raised Tesla’s fair value estimate to $475 from $450, citing stronger FSD adoption and lower spending assumptions.

About 20% of used-car owners subscribe to Nio’s paid smart-driving service, while new Nio and Onvo buyers receive five years free.

RKLB trades at 26.6x forward EV/sales, about 89% above SpaceX, while Redwire has the lowest valuation multiples.

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

Morningstar forecasts upper-stage reuse by late 2028, but warns excessive investment could undermine returns.

Earnings from Meta Platforms and Tesla were squarely in focus on Wednesday as markets grappled with the reality of the AI trade.

China’s revenue share is expected to fall substantially in December after reaching 35% in September.

Balancing the benefits implies a 30% Tesla premium using ARK’s 2031 projections, but a 50% discount using its 2036 projections.

CFO Andrew Johnson receives a minimum $250,000 annual base salary, with eligibility for discretionary bonuses and time- and performance-based stock awards.

Earnings from marquee names, including SpaceX, Netflix, 3M and GE Aerospace dominated the narrative on Tuesday.

The NASA mission is expected to reach Mars in September next year to study how solar wind strips away its upper atmosphere.

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

Cathie Wood's ARK Investment Management analyst Brett Winton said Tesla shareholders looking beyond 2030 should favor a merger even without a premium.

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

Calacanis previously disclosed small investments in Lucid, Rivian, WeRide and Pony.ai, predicting takeovers within two years.

S&P warned that interconnected AI financing structures may obscure liabilities, though it sees no immediate need for ratings changes.

AST’s application seeks additional mobile and V-band spectrum for its authorized 248-satellite system.