SpaceX's pre-IPO filing disclosed two early-stage projects with Tesla: Macrohard, an AI software platform, and Terafab, a chip fabrication initiative. These ventures reflect a broader industry trend toward building AI infrastructure and controlling chip production. While Tesla's projects are nascent, NVIDIA and Applied Materials show strong current gains in AI-related revenues and equipment sales. Applied Materials is seen as the broadest beneficiary, NVIDIA the strongest near-term winner, and Tesla the most uncertain but potentially high-reward player. Investors should watch Tesla's upcoming earnings for updates on these collaborations.
Elon Musk has pledged about $366 million to influence the 2026 U.S. midterm elections, primarily supporting Republican candidates to maintain a favorable political environment for his companies like Tesla and SpaceX. His businesses, especially SpaceX...
Peter Diamandis, an early investor in SpaceX and longtime associate of Elon Musk, forecasts that Musk's integrated tech empire spanning AI, satellites, robotics, and solar energy could hit $1 trillion in revenue by 2028 or 2029. This ambitious predic...
Tesla's long-term value could be very high, but the timeline for key innovations like robotaxis and humanoid robots remains uncertain. Analyst Todd Feldman values Tesla at $519 per share by 2031, much lower than ARK Invest's $4,400 target, due to mor...
Tesla reported flat revenue year-over-year for Q3 and a 56% drop in operating income, raising concerns about its current financial health. The company spent $4.7 billion on capital expenditures but only generated $3.7 billion in cash before working c...
Altimeter Capital's Brad Gerstner highlights SpaceX's massive $400 billion investment to build 10 GW of computing power next year, aiming to dominate the emerging superintelligence era. This scale could represent 25% of new U.S. compute capacity, fue...
