Veteran investor Jeremy Grantham warns that the U.S. stock market is at its most expensive level ever, with market value exceeding 235% of GDP, a ratio higher than during the 2000 tech bubble. He highlights the risks of excessive investment driven by the AI boom and suggests the market could peak and face a significant decline. Grantham also points to SpaceX's IPO and $2 trillion valuation as signs of extreme market enthusiasm, comparing it to historic market peaks. While the timing of a crash is uncertain, the long-term outlook for U.S. stocks appears poor, echoing past warnings from Grantham.
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 La...
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 ...
