SpaceX shares rose 7% as investors anticipate the upcoming Starship test 14, the largest fully reusable rocket flight. Tesla also gained 7%, boosted by its ties to SpaceX and optimism around autonomy and manufacturing collaborations like the Terafab semiconductor project. Rocket Lab and broader space ETFs showed minimal movement, indicating the rally is focused on Musk-linked companies. The test launch, expected soon but not yet scheduled, carries binary event risk that could impact stock prices. Investors should watch for launch updates and progress on Tesla's semiconductor and Robotaxi expansions.
SpaceX shares surged over 8% following a strong Q3 earnings report that beat revenue and EPS expectations, with revenue hitting $14.58 billion versus $12.72 billion forecast and EPS at $0.45 versus $0.13 expected. Analysts responded positively, with ...
AT&T reported Q3 2026 results beating revenue and profit expectations and raised its full-year profit outlook, but its shares dropped 5%. The decline reflects a non-cash impairment charge related to its Mexico wireless business, which AT&T is selling...
Shares of AI cloud providers Nebius and CoreWeave rose about 3% after Elon Musk called concerns about AI infrastructure overcapacity "ridiculous" during SpaceX's Q3 2026 earnings call. Musk emphasized strong demand for compute capacity, noting SpaceX...
Nebius' chief revenue officer revealed that AI computing prices are increasing beyond expectations, signaling strong demand for AI infrastructure. Despite investor concerns over debt and borrowing costs in neocloud companies like CoreWeave, Nebius ma...
SpaceX's Q1 2027 revenue guidance of $33-37 billion annualizes to $132-148 billion, surpassing the $117 billion consensus and suggesting significant upward revisions. Improved compute economics, pricing above $50 per watt, and a $63 billion backlog w...
