SpaceX is set to debut on the Nasdaq with a record $75 billion IPO, aiming for a $1.8 trillion valuation despite $4.9 billion losses last year. Analysts warn the company is overvalued, with Morningstar estimating its worth at $780 billion, citing uncertain future revenue streams like orbital computing. The IPO includes a large retail investor allocation and marks a significant moment for AI-related firms, with SpaceX competing alongside OpenAI and Anthropic. Key deals with Anthropic and Google were announced to boost confidence, while Musk’s ambitious goals include Mars colonization and merging SpaceX with Tesla in the future.
Alphabet combines a dominant Google Search business with rapidly growing cloud and AI segments, trading at a reasonable valuation with strong returns on equity and invested capital. Its advertising revenue and cloud growth provide diversified income ...
The American Innovation and Online Choice Act (AICOA), proposed by Senators Klobuchar and Grassley, aims to regulate major digital platforms like Apple, Google, and Meta to prevent market abuse. However, critics argue the bill unfairly penalizes thes...
Alphabet reported a strong Q1 with Google Cloud revenue up 63% year-over-year to $20.03 billion, driven by aggressive AI infrastructure investments. Despite a recent 9.3% share price drop linked to concerns over an $80 billion capital raise and risin...
Google's stock has surged over 106% since June 2025 and is now projected to climb an additional 30.74% by summer 2027, according to TD Cowen analyst John Blackledge. The bullish outlook is driven by expectations of a tenfold increase in Google's clou...
Among private AI and defense firms expected to IPO in 2026, Anthropic is the clear front-runner with an 89.5% probability of listing this year, backed by a confidential SEC filing and strong private valuations. Databricks follows with a 41% chance of...
