SpaceX is valued close to Alphabet despite much smaller current revenue, reflecting investor belief in its future as critical infrastructure beyond just its Starlink service. Alphabet, with over $400 billion in revenue, dominates today's digital ecosystem and AI infrastructure, while SpaceX aims to revolutionize space launch costs and orbital computing. The market prices Alphabet for certainty and current cash flow, but prices SpaceX for optionality and potential future dominance in communications, logistics, and AI compute. This highlights differing risk and reward profiles between established and emerging infrastructure giants.
In June, Google maintained steady user growth with 2.2 billion daily active users, while AI competitors Claude and Gemini saw sharp increases, growing 9% and 7% respectively. Gemini added the most daily users, gaining 8 million, followed by ChatGPT a...
The market is expected to stay stable and range-bound during the summer doldrums, with limited movement after struggling to surpass previous highs. Hyperscaler capital expenditures (capex) are anticipated to be the main driver for stock performance, ...
Google's parent company Alphabet is increasing its investment in artificial intelligence, which has supported strong business results despite a 7% decline in its shares over the past month. The company is expected to report its Q2 earnings on July 22...
Mark Lanier won a landmark $6 million verdict against Meta and Google, proving their platforms were designed to be addictive and harmful to children's mental health. The case, led by a young plaintiff named Kaley, exposed internal documents showing d...
