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Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap
Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap In the AI trade, everyone wants to know what a gigawatt is worth. Thanks to a chart buried on page 7 of Goldman's latest SpaceX note, we now have an answer, or rather three of them...
Zero Hedge
Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap
Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap In the AI trade, everyone wants to know what a gigawatt is worth. Thanks to a chart buried on page 7 of Goldman's latest SpaceX note, we now have an answer, or rather three of them...
Zero Hedge
More News
VOO Doesn't Hold SpaceX, Taiwan Semiconductor, Samsung Electronics, SK Hynix, or ASML. Meet the Vanguard ETF That Does.
Key PointsThe U.S. remains the global leader in technology...
Nasdaq News: Markets
Consumer Tech (Oct 5-9): SpaceX Expands Wireless Ambitions, Amazon Cuts Jobs, OpenAI Reports Lower Revenue & More
Semiconductor, software and AI companies face major developments, from record chip revenue and data center deals to regulatory scrutiny and shifting investment plans.read more...
Benzinga
Here's the 1 Thing I'd Wait to See Before Buying SpaceX Stock.
Key PointsSpaceX's AI losses are erasing Starlink's profits...
Nasdaq News: Markets
Cathie Wood Just Cut Her SpaceX Position. Is It Time to Sell?
Key PointsArk Invest estimates a $160 billion market opportunity in reusable rocket launchers...
Nasdaq News: Markets
SpaceX, Micron, AMD and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks during the week (Oct. 5 to Oct. 9) on X and Reddit's r/WallStreetBets: SPCX, MU, APLD, AMD, ASTSread more...
Benzinga
Prediction: SpaceX Stock Won't Get Full Credit for Starship Until It Can Reuse the Whole Rocket
Key PointsStarship reached orbit for the first time on Sept. 28 and deployed 26 Starlink V3 satellites...
Nasdaq News: Markets
SpaceX’s Wireless Ambitions Could Be A Windfall For CCI — Bernstein Analyst Calls It The ‘Best Beneficiary’
During an interview with CNBC, Bernstein’s Madison Rezaei highlighted a potentially unexpected group of winners, which are the companies that own the towers supporting America's cellular networks.
Stocktwits
Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms
The trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.
Stocktwits
SpaceX's Spectrum Deal Could Boost AST SpaceMobile’s Strategic Value — Analyst Calls ASTS 'Natural Satellite Partner' For Carriers
According to TheFly, Berenberg analyst Michael Filatov believes SpaceX’s latest move could sharpen its strategic distinction with AST SpaceMobile.
Stocktwits

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