SpaceX's valuation has risen to about $2 trillion, establishing a new benchmark for the space economy, which has been undervalued for years. This valuation provides a real-money comparison for smaller public space companies like Rocket Lab, Planet Labs, AST SpaceMobile, Intuitive Machines, and Redwire, whose combined market caps are much smaller. The future growth depends on scaling projects like Starlink and AI compute deals, with investors watching backlog conversions and new launches. This could lead to a rerating of space infrastructure companies if they achieve software-like growth multiples.
Micron reported a stellar earnings quarter with revenue soaring to $41 billion, driven by accelerating AI demand and tight supply. Despite a 16% stock surge post-earnings, the price quickly retraced, reflecting concerns that much of the upside is alr...
Oppenheimer analyst Timothy Horan set a $250 price target on SpaceX, emphasizing the company's strong position in artificial intelligence, particularly in robotics and autonomous systems. Starlink is expected to be SpaceX's primary revenue driver, ta...
Analyst Steve Silver from Argus Research initiated a 'Hold' rating on SpaceX stock, highlighting strong revenue growth but inconsistent profitability. The company operates a hybrid model blending mature infrastructure with venture-style investments, ...
Triller Group's shares surged over 42% following its announcement of acquiring a Bahamian investment vehicle holding about 3.9 million SpaceX shares, valued at $411.3 million. This move places SpaceX-linked assets on Triller's balance sheet as a stra...
OpenAI has not set an official timeline for its IPO and has yet to hold pre-IPO meetings with investors to gauge pricing and demand. The company confidentially filed its prospectus with the SEC but indicated the public listing may still be some time ...
