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Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense trading activity driven by reports of Amazon entering advanced buyout talks to bolster its satellite internet network. While the community is actively debating the potential for a bidding war involving major sector players, many long-term shareholders are pushing back against lower valuation figures, emphasizing the strategic scarcity of the company's spectrum assets and its established partnership with Apple.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility as investors weigh aggressive AI infrastructure expansion and a fuel cell partnership against broader software sector weakness. While some in the community see the current price action as a strategic shakeout of weak hands, others remain cautious due to concerns over high debt and shifting sentiment toward AI-driven software.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending as investors digest a major long-term deal with Google to develop custom AI chips and an expanded partnership with Anthropic, sparking debate over whether the stock's valuation fully reflects its role as a core infrastructure enabler. Community discussions are split between those viewing the partnership as a long-term catalyst for growth and others skeptical of the broader semiconductor sector's ability to maintain high AI-driven demand amidst market volatility.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging as CEO Andy Jassy highlighted massive AWS AI revenue run rates and a robust $200 billion capital expenditure plan that has silenced previous concerns regarding AI monetization. The market is also reacting to a significant $25 billion data center investment in Mississippi, with the community actively debating whether the stock is finally shaking off its recent stagnation to challenge its all-time highs.

Maulcoin

Maulcoin is surging in popularity as the community rallies around aggressive market cap milestones and viral growth challenges, successfully trending despite lacking a formal chart. Investors are actively coordinating on social platforms to push the token toward higher valuations, with many participants framing their involvement as a long-term cultural movement rather than a standard speculative trade.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing heightened volatility driven by the expansion of its robotaxi partnership with Uber and the announcement of a significant capital raise, even as investors debate the impact of the newly appointed CEO. Community sentiment remains polarized, with many traders focusing on potential dilution and production hurdles while others look toward the company's long-term pivot to a mainstream, higher-volume vehicle platform.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors weigh strong core banking operations against concerns over slowing loan growth, credit provisions, and management's cautious commentary on geopolitical and economic risks. The community remains divided, with some traders focused on the stock's resilience and institutional positioning, while others emphasize broader sector headwinds and potential downside risks in the current rate environment.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending following its $750 million acquisition of DustPhotonics, a move widely viewed as a strategic pivot to dominate the silicon photonics market and secure its position in high-speed AI data center connectivity. Community members are actively debating the company's dual-track potential in copper and optical solutions, with many bulls interpreting the acquisition as an inflection point that could significantly boost long-term revenue growth and validate its standing as an essential AI infrastructure player.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is surging following full FDA approval of FILSPARI for the treatment of focal segmental glomerulosclerosis (FSGS), a rare kidney disease with no previously approved therapies. The community is heavily focused on the drug's revenue potential in this new, lucrative indication, while many are also discussing the potential for a short squeeze due to high short interest and limited retail float.

Mezo is the onchain Bitcoin banking platform owned by its users. Users can access self-service Bitcoin finance without interacting with loan officers, undergoing credit checks, or observing operational hours. It’s just you, your Bitcoin, and permissionless access to financial services 24/7.  Traditional banks profit from your deposits while charging you for access to your own money. Two-sided lending markets trap you with 8-9% variable rates that can spike unpredictably, especially in decentralized financial systems. Both systems put middlemen between you and your wealth.  Mezo eliminates them all, giving you the power to manage your finances intelligently on your own terms.  Deposit Bitcoin as collateral, mint MUSD (a dollar-pegged stablecoin), and use it however you need. Your Bitcoin stays yours while MUSD provides you with instant liquidity. Fixed rates start as low as 1% and stay fixed for the entire life of the loan.  This is self-service banking with complete autonomy. Unlike any traditional banking experience, there are no minimum payments, set repayment schedules, or penalties for early repayment. Close your position tomorrow or keep it open for years.  It’s your Bitcoin and your decision on what to do with it.

MEZO

MEZO is drawing significant investor attention following its recent launch and partnership with Aerodrome Finance, which aims to integrate Bitcoin-based DeFi and staking utilities. Community members are actively debating the token's potential for rapid price discovery and its role as a side-chain utility for the Bitcoin ecosystem.

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<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. 

Equity

<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.

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

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.

<ul class="summary-bullets"><li>The new improvement also helps place video calls from higher terrains, where traditional networks usually have zero connectivity.</li><li>Starlink Mobile’s next-generation satellites are looking to expand on these capabilities by providing broadband directly to mobile phones.</li><li>Last week, Bloomberg News reported that SpaceX is aiming to file confidentially for an initial public offering of more than $1.75 trillion.</li></ul>Starlink, the satellite internet unit of SpaceX, founded by Elon Musk, has launched an upgraded mobile satellite internet service that allows customers to access video, voice, and messaging in areas without terrestrial coverage. The rollout comes amid growing speculation that SpaceX could pursue an upsized initial public offering this month.The upgraded Direct to Cell service, now rebranded as Starlink Mobile, integrates with Grok, xAI's AI assistant, enabling users to upload images to pinpoint precise locations and receive contextual details about their surroundings. The enhancement also supports video calls from high-altitude or remote areas where traditional networks typically offer little to no connectivity.<h2 class="st-heading-2">Starlink Mobile</h2>Starlink said that, with 650 satellites in low-Earth orbit, the world's only satellite-to-mobile constellation is powering data, voice, video, and messaging across six continents and will be accessible to more than 1.7 billion people.Starlink Mobile’s next-generation satellites are looking to expand on these capabilities by providing broadband directly to mobile phones. As per Starlink’s website, data usage is now available&nbsp;across 40-plus apps and 100-plus devices. Future service will offer streaming, emails, and more.The voice service is now only available with apps. Future features would include native calling and also enable large files and videos.<h2 class="st-heading-2">SpaceX Upsized IPO?</h2>Since late last year, Wall Street has been buzzing with Musk's SpaceX shaping up for a blockbuster IPO year, with a flurry of developments, including the acquisition of the billionaire's artificial intelligence startup, xAI.&nbsp;Last week, Bloomberg News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-27/spacex-is-said-to-weigh-confidential-ipo-filing-as-soon-as-march">reported</a> that SpaceX is aiming to file confidentially for an initial public offering valued at more than $1.75 trillion, and that the filing could come as soon as March.Starlink’s satellite internet service has been the company’s bigger cash cow, with estimates from Payload Space&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lightpath-stock-eyes-snapping-losing-streak-today-us-iran-war-tensions-spark-defense-bet/cZd3GziRIc8">showing</a> the segment's revenue rose from around $1.9 billion in 2022 to $4.2 billion in 2023 and to about $8.2 billion in 2024.In December, several media reports noted that the rocket company was planning to go public at an eye-watering valuation of around $1.5 trillion, making it the biggest IPO in history.Retail sentiment on <a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> was in the ‘bearish’ territory, with message volumes at ‘high’ levels, according to data from Stocktwits.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/lightpath-stock-eyes-snapping-losing-streak-today-us-iran-war-tensions-spark-defense-bet/cZd3GziRIc8">LightPath Stock Eyes Snapping Losing Streak Today: US-Iran War Tensions Spark Defense Bet</a>

The Starlink logo appears on a smartphone screen with a starry night sky in the background.

Starlink's Upgraded Mobile Satellite Internet Goes Live As Buzz About Upsized SpaceX IPO Builds

With 2026 being the year of public debut for SpaceX, the company has already launched several improvements to its direct-to-cell feature.

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